Comparing onboarding methods

Should admin teams invite clinicians to Med App directly? Or wait for them to request access (and then approve them)?

Ben Rowland avatar
Written by Ben Rowland
Updated over a week ago

This article will clarify the pros and cons of 2 different invitation/onboarding methods for Med App.

Benefits of a good onboarding strategy

Successful onboarding requires succinct communication through the right channels at the right time. A good strategy and process will benefit everyone, the hospital and patients, clinicians and admin teams.

Admin Teams


  • Automated tracking & reporting for accreditation requirements.

  • Improved hospital reputation through a positive onboarding experience brings in better candidates.

  • Significantly improved engagement over traditional methods

  • Efficient bulk onboarding - do hundreds of clinicians in a couple clicks.

  • Easily update information on the fly, add new resources and keep clinicians up to date with scheduled announcements.

  • Early, easy access to rotation and hospital info improves wellbeing & performance by reducing pre-rotation anxiety. Know how the place works on day-1.

  • Better access to role specific information means you can get up to speed quickly.

  • Provide direct feedback on information in the app to help out your fellow clinicians.

  • Easy access to phone directories and other practical resources to give you the confidence and time to deliver better patient care.

Method 1: Admin lead onboarding (direct invitations)

Admin teams control who is invited for an efficient, well managed experience. The benefits:

  • Automated tracking & reporting for accreditation and audit requirements

  • Highly engaged channel direct to clinicians with high uptake

  • Standard templates and processes mean a repeatable onboarding strategy

  • Bulk onboarding means you can do hundreds of clinicians at a time

  • Admin controls who has access, one click reminders and automatic cohort creation

Next step

This is just an overview, click below to review the detailed steps, templates and project plan.

Method 2: Clinician lead onboarding (QR code & requests)

Clinicians scan a unique QR code or add their hospital location to request access. The benefits:

  • Easy-to-use QR code for automatic access or one click request approvals

  • QR code posters (in staff rooms etc.) are good way to give access to those who might not have been invited / late starters

A few of the drawbacks:

  • Manual steps are required to provide onboarding information (e.g. mailouts)

  • Admin workflow means needing to approve people over time

  • Clinician’s may wait for access to be approved

Next step

This is just an overview, click below to review the detailed steps and poster templates.

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