Onboarding for client success

Hospital patient onboarding template

Use this checklist to enroll patients into their hospital stay, taking the necessary steps and collecting the information needed to ensure they have a comfortable and safe visit.

Use this template to onboard your clients.

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Private hospital patient onboarding

Welcome to our private hospital. This checklist will guide you through the necessary steps and information we need to ensure you have a comfortable and safe stay with us.

No due date

Link tasks to actions, such as completing forms or booking meetings

Pre-admission information

Gathering your basic details and insurance information before your visit.

Complete patient registration form

Please fill out your personal and emergency contact details in the provided registration form.

No due date Complete form

Upload photo ID

Please provide a clear copy of a valid government-issued ID, such as a driver's license or passport.

No due date Upload documents

Submit health insurance details

Provide your health insurance policy information so we can initiate the pre-approval process for your stay.

No due date Complete form

Verify insurance coverage

Our administrative team will review the submitted insurance details and confirm coverage limits with the provider.

No due date Any team member

Tasks can be for the clients being onboarded, or for the team

Medical history and requirements

Understanding your medical background to provide the best possible care.

Complete medical history questionnaire

Let us know about any pre-existing conditions, previous surgeries, and relevant family medical history.

No due date Complete form

List current medications

Please detail all prescription medications, over-the-counter drugs, and supplements you are currently taking.

No due date Complete form

Provide dietary restrictions

Inform us of any food allergies or specific dietary requirements so our catering team can prepare appropriate meals.

No due date Complete form

Review patient medical file

The clinical team will review the medical history and medication list to formulate a safe care plan.

No due date Any team member

Preparing for your stay

Final steps and information to get you ready for admission.

Review the packing guide

Read through our guide on what essential items to bring for your hospital stay, and what items to leave at home.

No due date Open URL

Sign admission consent forms

Please review and sign the standard consent forms for hospital admission and general treatment.

Assign hospital room

Staff will allocate an appropriate private room based on the patient's medical needs and preferences.

No due date Any team member

Send arrival instructions

Our team will send you the final confirmation including your scheduled arrival time, parking directions, and check-in desk location.

No due date Any team member

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Simple and efficient onboarding for hospitals

Step 1

Grab this template

Step 2

Send to clients

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Clients complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard clients

Your brand (even the emails)
Instantly know what's been done
Shows clients what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask clients to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the hospital patient onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your clients. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this hospital patient onboarding onboarding template for?

If you run a team that needs to onboard clients then the hospital patient onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite clients to it and make sure all the tasks get done, on time.

How do clients use it?

First you'll invite clients to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your clients won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your clients to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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