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Host Organization Onboarding & Invitation Tracking

Lets a Clinic Administrator invite a Host organization via an emailed invitation link that walks the new Host Admin through account creation, an Organization Onboarding Form, and venue and user creation in sequence, with an Onboarding Invitations Status page (with resend) and an Organization Listings page tracking every invitation and completed onboarding.

Outcomes

  • track host organization onboarding progress from invitation to completion
  • guide new host organizations through onboarding step by step