Manage Onboarding of New Accounts

Seamlessly manage the entire suite of documents generated when onboarding a new customer, patient, employee, distributor, or any other stakeholder/client for your organization.

Automate the entire scope of the onboarding process – accumulating the required documents, ensuring all deadlines are met, identifying forms that require completion, streamlining data capture, and generating necessary correspondence.

How it Works – The Modules