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Provider onboarding

Different provider pathways made onboarding difficult to manage as one undifferentiated checklist.

Invited → Documents → Checks → Active
  1. Invited
  2. Documents
  3. Checks
  4. Active
Illustration of the approach with sample states. Not a product screenshot.
01

The approach

Create a gated portal with separate pathways, documented steps and an admin dashboard showing progress.

02

The build

An onboarding web application that makes the next step and overall progress easier to see.

Client identity and records stay confidential. The illustration shows the approach, not the delivered interface.

03

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