---
title: What Happens After You Sign? A Step-by-Step Guide to Your Onboarding & Setup Process
description: Everything you need to know about getting set up, trained, and supported with MedStreamline start to finish
---

[![company logo](https://demo.waypostmarketing.com/hs-fs/hubfs/waypost%20logo%20-%20salmon%20color-1.png?height=120&name=waypost%20logo%20-%20salmon%20color-1.png)](//) 

[Help Center](https://demo.waypostmarketing.com/migrated/knowledge)

- [Go to waypostmarketing.com](https://hubspot-demo-account.waypostmarketing.com)
- [Go to Customer Portal](https://demo.waypostmarketing.com/tickets-view)

 Onboarding & Training

- [PPC](https://demo.waypostmarketing.com/migrated/knowledge/ppc)
- [Onboarding & Training](https://demo.waypostmarketing.com/migrated/knowledge/onboarding-training)

[Back to home](https://demo.waypostmarketing.com/migrated/knowledge)

1. [Help Center](https://demo.waypostmarketing.com/migrated/knowledge)
2. Onboarding & Training

- [PPC](https://demo.waypostmarketing.com/migrated/knowledge/ppc)
- [Onboarding & Training](https://demo.waypostmarketing.com/migrated/knowledge/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

 

waypostmarketing.com Help Center

- [Go to waypostmarketing.com](https://hubspot-demo-account.waypostmarketing.com)
- [Go to Customer Portal](https://demo.waypostmarketing.com/tickets-view)