Introduction

Once your company has signed a contract, the Patient Prism onboarding team will create your company in the system and assign your designated contacts as Company Administrators.

We'll then send a Welcome Email introducing you to the Patient Prism team and platform. The email will also include a link to schedule your Kickoff Call.

This guide will walk you through the steps to get your company set up in Patient Prism and begin collection data you want to analyze.

Step-by-Step Guide 📘

1. Review the Welcome Email and this guide.

2. Use the link in the Welcome Email to schedule your Kickoff Call. 

   • Be sure to invite all key decision-makers—anyone on your team who will be involved in choosing your tracking methods and setting up users.

3. Confirming Payment Method and Enabling Billing Notifications.

4. Add Your Users to the Patient Prism System.

5. Create Tracking Phone Numbers to Analyze Calls When Dialed.

6. Add Your Patient Prism Code Snippet to Your Website(s) to Track Form Leads.

7. Check and Update Your Location Settings and Create Business Schedules(s) (Optional).

8. Meet with your Client Success Manager for a system overview and training session.

9. Continue with ongoing Customer Success meetings and touchpoints.

The next article will explain how to confirm your payment method and enable billing notifications:

👉 Confirming Payment Method and Enabling Billing Notifications