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!

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Clinic Discovery Consult Agenda

Meeting Agenda (60-mins.)

  • Discuss Meeting Agenda
  • DIY Tasks verified
  • Q&A (notes)
  •   • Verify Departments to Onboard
  •   • Complete Meeting Checkboxes
  •   • Book Department Consult meetings
  •   • Book Consensus meeting
  •   • Discuss Implementation Agenda
  •   • Set “Go Live” date
  •   • Q&A
  •   • Verify next meeting