Starting with a new provider can feel overwhelming. In many cases, onboarding means juggling integrations, migrating data, training teams, and navigating technical hurdles that make the entire process feel heavy and time-consuming. 

That’s not how we want to do things. Our process is designed to be easy and straightforward, with no complicated integrations or heavy technical lift required. We keep it simple so you can focus on results, not setup. 

Here’s exactly what happens when you become a client and start using Inscripta Direct. 

From decision to agreement 

Following the decision to choose Inscripta Direct, we enter into the agreement phase with a clear and efficient process. Our objective is to ensure a controlled and uncomplicated transition toward activation. The agreement stage is designed to provide structure without adding administrative burden. 

During this phase, we: 

• Confirm the scope of service and selected language versions 
• Define which language model configuration will be used 
• Discuss whether your organization would like to enhance the model using your own data 
• Agree on the initial rollout approach and schedule 
• Review whether Single Sign-On (SSO) will be enabled 
• Define key contacts on both sides to ensure efficient communication 

We will also review the DPIA documentation and make sure everything is up to the standards of your organization. 

The First Onboarding meeting – Defining roles and responsibilities 

During this session, we define the rollout approach and timing. This includes deciding which teams or user groups will begin using the solution first and when others will follow. In some organizations, it makes sense to start with a smaller pilot group before expanding more broadly. In others, a wider rollout can take place immediately. 

It is important to set clear goals for the onboarding and rollout of Direct and define what happens after the onboarding. We may schedule regular meetings with your representatives where we will go through the usage statistics, listen to your feedback, and ensure that the users will be happy with their new tool. 

For larger organizations, we additionally discuss internal communication and training. Even though the solution is user friendly, clear messaging and strong change management help ensure strong adoption and a positive impact across the organization.  

By the end of the meeting, there is a clear alignment on responsibilities, rollout order, and the next steps toward full activation. 

Installation and rollout 

Once roles and responsibilities are clear, we move into installation and rollout. Because the solution is designed to be plug and play, this phase is intentionally straightforward and minimally disruptive. 

The installation approach depends on the size and structure of your organization. In smaller clinics, users can typically download and install the application directly through a secure link we will provide. In larger organizations, installation is usually coordinated through the internal IT team or an external IT partner to ensure compliance with internal policies and deployment standards. 

If Single Sign-On is part of the setup, we provide the necessary documentation and guide your IT team through the configuration process to ensure secure and seamless access. Although we do not manage your systems directly, we will support your team throughout the setup process to ensure everything works as intended. 

Support and life after implementation 

Implementation is only the beginning. Our focus is to ensure that your teams feel confident using the solution and continue to gain value from it over time. 

We provide structured training to guide users through the tool and its key functionalities. This ensures a smooth transition from activation to everyday use. In addition, all users have access to our dedicated support, where questions can be submitted at any time. 

If teams need additional guidance, we can arrange follow-up sessions to address specific questions or walk through use cases in more detail. These sessions help reinforce best practices and ensure the solution is being used effectively. 

For larger organizations, we can tailor support structures to align with internal processes. This may include defined escalation paths, scheduled check-ins, or designated contact channels based on your operational needs. 

Our goal is not just to launch the solution, but to support your organization in using it confidently and successfully in the long term to get the benefits in full.