Onboarding & Training
  1. Help Center
  2. Onboarding & Training

What Happens After You Sign? A Step-by-Step Guide to Your Onboarding & Setup Process

Everything you need to know about getting set up, trained, and supported with MedStreamline start to finish

1. Welcome & Kickoff

  • What to expect in your welcome email

  • Who’s who on the MedStreamline team

2. Getting Access

  • What systems we’ll connect (EHR, billing, CRM, etc.)

  • What permissions and logins you’ll need to share

  • How we keep your data secure