Welcome to Heydoc!
We want to make sure your journey setting up your new system is as seamless as possible.
Click on the image below to get a quick breakdown of what happens next:
Here's a little more detail:
1. Heydoc welcome email
When you have received an email from the Customer Success team, you will be able to select an appointment time for your Heydoc onboarding call. If the times suggested don't work for you, feel free to request a different time and the team will see what they can do to accommodate your request. When you have settled on a time and booked it all in, sit back and look forward to your call!
2. Heydoc onboarding call
On the day of your call, the account manager conducting your onboarding will send you a link which will allow you to see their screen. At the scheduled time of your appointment, you will need to click this link and you will receive a call. During this call you will be shown how to set things up and will have the opportunity to ask any questions. Click here for a virtual onboarding.
3. Heydoc follow up email
When your call ends, you will receive an email with instructions on how to proceed with learning your new system. This will also include a link to the Heydoc Help Centre.
4. Heydoc migration (if required)
If your clinic previously used a different management system, you may want to migrate your data over to Heydoc. During the onboarding call, the account manager will be able to give you more insight into how this works. Migrations usually take up to 5-7 business days to complete, depending on the type of data, size of the data set, and the system you are coming from.
5. Heydoc data check (in case of migration)
The Customer Success team will send you an email letting you know that your migration has been completed. From the point of receiving this email, you will have two weeks to check your data and ask any questions related to your data migration.
6. Heydoc check-ins
You're all set and ready to go! The customer success team will check-in every now and then to see how you are getting along with your new system, and will offer their assistance in case you need it. We want to make sure your setup is as smooth as possible!
Setting you up for success
Throughout this process, feel free to browse the following resources:
For any other questions, please contact our Customer Success team at: firstname.lastname@example.org . We are available between Monday and Friday 8am-6pm (excl. bank holidays). Over the weekend we do have an emergency team available for urgent cases only.