Onboarding with Digitail
Work hand-in-hand with our dedicated team to have the support you need every step of the way.
Overview
Custom Onboarding and Training
Our dedicated account executives work with you to create a custom onboarding plan.
They provide hands-on training and support to ensure you get the most out of our software.
In-House Data Migration
We’ll take care of transferring all your data from your existing system to Digitail, ensuring a seamless transition.
In-house migration means we keep a close eye on data quality, and by avoiding third parties, we never risk data privacy.
Dedicated Ongoing Support
Our commitment to your success doesn’t end after onboarding. You receive unlimited training and support throughout your entire partnership with us, including post–go–live support from your onboarding agent and ongoing assistance from our Support team via chat.
💬 Live Support Coverage
2:00 am – 8:00 pm EST
Your First 45 Days in Onboarding (Without Data Migration)
Kickoff Call
Meet with your onboarding agent to align goals, timelines, and expectations for your onboarding journey.
Week 1–2: Set Up
Training Academy
Begin your setup in the Training Academy to learn core system configuration and foundational workflows.
Guided Set Up Sessions
Work with your onboarding agent to complete essential setup tasks, ensuring your clinic’s settings, permissions, and workflows are correctly configured.
Week 3–4: Team Training
Training Call 1: System Setup
Review your setup, confirm accuracy, and make adjustments as needed.
Training Call 2: Workflows
Train your team on daily workflows, best practices, and efficient use of Digitail tools.
Week 5–6: Pre Go-Live
Test & Review
Walk through workflows in a test environment to confirm readiness and identify any final adjustments.
Go-Live Preparation
Work with your onboarding agent to ensure your team, system configuration, and processes are fully prepared for go-live.
Go-Live Day
Your onboarding agent is available throughout your go-live day on a dedicated video call to provide real-time support, guidance, and troubleshooting for your entire team.
+ 2 weeks: Post Go-Live
Ongoing Support
Continue receiving support from your onboarding agent for 2 weeks post go-live to reinforce training, answer questions, and build confidence.
Two Follow-Up Meetings
Participate in two structured follow-up check-ins to review progress, refine workflows, and ensure successful adoption.
Transition to Support
Transition to Digitail’s Support and Customer Success teams for long-term partnership and ongoing training.
Your First 90 Days in Onboarding (With Data Migration)
Kickoff Call
Meet with your onboarding agent to align timelines, goals, and data-migration expectations.
Your data migration also begins during this phase.
Week 1–6: Set Up
Products & Services Setup
Work with your onboarding agent to configure your Products & Services.
Training Academy
Complete guided setup in the Training Academy to prepare your team for implementation.
Guided Set Up Sessions
Receive hands-on support to configure core system settings.
Ongoing Data Migration
Your data is extracted, transformed, and reviewed in staged loads throughout this phase.
Week 7–8: Team Training
Training Call 1: System Setup
Review your setup, ensure accuracy, and validate workflows.
Training Call 2: Workflows
Train your team on everyday workflows, best practices, and ideal usage patterns.
Ongoing Syncs
Meet with your onboarding agent to review progress and address questions.
Week 9–13: Pre Go-Live
Data Validation (Ongoing)
Review and validate your staged data ahead of final import.
Data Corrections
Share required corrections. Migrations are updated accordingly.
Test & Review
Run through workflows in a staging environment to confirm readiness.
Go-Live Day
Your onboarding agent is available throughout your go-live day via video call, providing real-time support, guidance, and assistance for your entire team.
+ 4 Weeks: Post Go-Live
Ongoing Support
Work with your onboarding agent for 30 days post go-live to monitor success, resolve questions, and reinforce best practices.
Two Follow-Up Meetings
Complete two structured check-ins to review progress, optimize workflows, and ensure clinic confidence.
Transition to Support
Transition to Digitail’s Support and Customer Success teams for long-term partnership and ongoing training.
In-House Data Migration
Benefits of In-House Migration
Data Security
PHI and PII never enters third-party hands.
Mapping Accuracy
Your migration is handled by people who know the Digitail schema and understand how your data will be used.
Speed
Fixes are made instantly by our in-house team. No vendor back-and-forth.
Phased Loads
Your data is migrated in staged test imports before go-live, ensuring accuracy.
Validation
Sample reviews and corrections are built directly into the process.
Risk Reduction
Fewer handoffs mean fewer opportunities for error or data leakage.
Compliance
Clear chain of custody and an auditable migration trail.
Migration Journey - Server-Based Systems
Initiation
Set up AnyDesk for secure remote extraction.
Our team will extract your data after the close of business.
Verification
Check staging data for accuracy once the first load is completed.
Provide as much detail as possible on any errors.
Sign Off
After corrections are applied, review and confirm the go-live schedule.
Go-Live
Final data import is completed.
Your team goes live with Digitail on your scheduled go-live day.
Migration Journey - Cloud-Based Systems
Initiation
Reach out to your legacy PIMS for export.
They will supply the exported data, usually via a temporary link.
Verification
Review staging data for accuracy.
Provide detailed notes on any errors identified.
Sign Off
After corrections are applied, confirm your go-live schedule.
Go-Live
Final data import is completed.
Your go-live day begins with your Digitail onboarding agent available for support.