We are currently reworking our onboarding checklist. Things may change, but no data has been lost. Your onboarding specialist will work with you to explain what you should work on! Contact onboarding@smartflowsheet.com if you need assistance!

Don't forget your questions!

Place questions here for the next meeting

Select your SuperUser

Your SuperUser

The SuperUser works directly with us through the whole Onboarding & Implementation process.
  •     • They can be a clinic authority or someone delegated this role.
  •     • They will attend all Onboarding meetings. 
  •     • Make sure all "DIY" tasks are completed on time (either by doing or delegating and managing).


If your SuperUser needs to have their decisions approved, we need to know who has this authority. If you have an administrator, owner or another person(s) who must give their approval, they must attend the beginning of 4 meetings to understand the processes and to give their feedback and consent.

    • Discovery Meeting
    • Solutions Meeting
    • Go Live Meeting 
    • Post Mortem Meeting
Check out the video below for instructions on how to proceed: