Customer onboarding process
The following process will guide you through onboarding of new customers in Clinic2Lab. You will find relevant information regarding customer attraction, product demonstration, contracts, configuration of systems as well as system eduction for laboratories before going live. Relevant information about clinic onboarding and eduction can also be found below, along with various support elements.
Please contact the Clinic2Lab administration team in Denmark should you experience any issues.
1. Customer attraction
A range of marketing materiel are available for promotion of Clinic2Lab. Here you will find an overview of onepagers, ads and articles that can either be implemented directly or altered according to local needs and requirements.
Presentations
Track the order from start to finish and receive notifications when the order is on its way.
Onepagers
Below onepagers can be downloaded in PDF format by clicking the links.
Onepager DK
Onepager UK
Onepager DE
Ads
Create the order directly in the system – it’s easy and straightforward.
Articles
Track the order from start to finish and receive notifications when the order is on its way.
2. Product demonstration
When conducting product demonstrations, please ensure to follow the steps below for a smooth demo system setup.
1. Bla bla
Something about bla bla bla 1 and why this is important.
2. Bla bla
Something about bla bla bla 2 and why this is important.
3. Bla bla
Something about bla bla bla 3 and why this is important.
4. Bla bla
Something about bla bla bla 4 and why this is important.
3. Contract
Below contract can be used directly or be altered to suit local legal requirements.
Terms and conditions
The following terms and conditions apply to customers using Clinic2Lab. Please ensure that the below standard template is updated to reflect local terms and conditions.
Project plan
When entering an agreement with a new customer, a project plan including data requirements should be created and shared with the customer.
4. Systems configuration
When onboarding a new customer, the Clinic2Lab system needs to be configured to their requirements and with individual information. Please ensure that you follow the guidelines below when configuring the system:
Create new lab in Uber
Upon signing of contract, the new lab needs to be created in Uber. Ensure that relevant customer information such as address, e-mail, contact people and logo is available before the customer is created.
Please follow these guidelines when creating the lab.
Production lab creation
If the lab uses an external production lab, ensure that this partner is created via Uber as well. You will need the same relevant customer information to create a user for the production lab.
Follow these steps to create a new production lab.
Help customer log in
When the customer is created, an e-mail should automatically be sent to the primary e-mail address.
Help the customer log in for the first time.
Create and upload data
The following data must be created in Excel-format and uploaded to the new lab profile, preferably by the local lab administrator.
CLINIC2LAB
Digital bonding between lab and clinic
5. System eduction – laboratory
The new laboratory should receive a thorough introduction to the system as well as detailed education to ensure maximum customer value for money. The following items will help you carry out the introduction and education:
Presentation of system
Something about bla bla bla 1 and why this is important.
Access to Confluence
Ensure that relevant customer administrators and users get access to Clinic2Lab Confluence documentation and manuals.
3. Bla bla
Something about bla bla bla 3 and why this is important.
4. Bla bla
Something about bla bla bla 4 and why this is important.
6. Go live!
In order to go live, ensure below mandatory steps are completed:
1. Bla bla
Something about bla bla bla 1 and why this is important.
2. Bla bla
Something about bla bla bla 2 and why this is important.
3. Bla bla
Something about bla bla bla 3 and why this is important.
4. Bla bla
Something about bla bla bla 4 and why this is important.
7. Clinic onboarding
Dental clinics should be introduced to Clinic2Lab as this will ease the workload for both clinical assistants and laboratories. These items can be used for initial overall information purposes and more direct customer conversion from manual to digital order process.
Information
Create the order directly in the system – it’s easy and straightforward.
E-mail flow
Streamlines and minimizes manual work in a sustainable manner.
Postcard
Track the order from start to finish and receive notifications when the order is on its way.
8. System education clinics
These materiel can be used for educational purposes when onboarding dental clinics into Clinic2Lab.
Online order forms
Streamlines and minimizes manual work in a sustainable manner.
9. Support
The following process will guide you through onboarding of new customers in Clinic2Lab.
Manual text
Streamlines and minimizes manual work in a sustainable manner.
Manual videos
Create the order directly in the system – it’s easy and straightforward.
Get in contact with Clinic2Lab
Do you want to know more about Clinic2Lab and the advantages for you and your organisation, please fill out the contact form below and we will get back to you!