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Clinic onboarding checklist

A start-to-finish path for a clinic administrator standing up Fertiligent — from your first sign-in to go-live. Work through it in order; each step links to the detailed guide.

Who this is for

This is the administrator's setup path. Day-to-day operators (intake coordinators, nurses, front desk) can jump straight to the clinic staff guides.

Day 1 — stand up your space​

  • Claim your clinic. Register your tenant (or have your Fertiligent contact set it up) and confirm the first administrator account. → Setting up your clinic
  • Add your branding. Set your name, logo, and icons so the portal and the patient-facing surfaces look like your clinic. → Branding
  • Invite staff and assign roles. Give each person the narrowest role that covers their work. → Staff roles & permissions

First week — turn on intake​

  • Learn how intake works. See how every channel feeds one prospect funnel before you configure the pieces. → How intake works
  • Connect referrals and your EMR. → EMR integration
  • Set intake nurse availability. Configure the appointment type, the nurse queue, and the hours it's bookable. → Intake nurse availability
  • Configure prospects and outreach. Turn on the funnel and set the automated outreach cadence and channels. → Prospects & outreach setup
  • Set up consent and messaging. Enable channels and confirm how consent is captured. → Consent & messaging setup

Before go-live​

  • Review what the assistant will and won't say. Make sure you're comfortable with the boundaries. → What the assistant can and can't do and Consent & patient privacy
  • Curate the knowledge base. The assistant answers only from the materials you approve. → Knowledge base
  • Confirm controlled-rollout items with your Fertiligent contact — real patient SMS, outbound calling, and pilot enablement are switched on in a controlled way.
  • Do a test run. Send a test referral and place a test call to see the end-to-end flow before real patients arrive.

After go-live​

  • Watch the referrals inbox and prospect funnel for the first cohort. → Referrals workflow
  • Keep the knowledge base current as your protocols change.
  • Follow what's new in the release notes.

Availability​

Which steps apply depends on the features enabled for your plan. If a linked screen doesn't appear in your portal, check with your Fertiligent contact.