Background: As Quartet onboards larger practices, we have found that the onboarding process is extremely time-consuming and resource-intensive, therefore, affecting our scaleability.

Goal: Reduce the time spent by internal team members onboarding new and larger practices.

Process:

• Problem Discovery- Shadowed team members completing an onboarding session and had stakeholder/user conversations

• Problem Definition- Outlining the current journey state & Identifying pain points

• Solution Discovery - Explored 3 proposed solutions, aligning with stakeholders on solutions and larger changes

• Solution Definition - Ideal state journey map, user flows, designs, feedback sessions

Link to read more: Redesigning Health System Onboarding (I did the full write-up on Medium in order to get it out faster. )