In this video designed exclusively for returning organizations, we'll walk you through the essential setup process, providing clear steps and valuable tips to streamline your onboarding for the upcoming season.
Let's ensure a smooth transition as you prepare for another successful chapter with us.
00:02: Well hi there! I'm Phil from the DocNetwork Training 00:07: team. In this video we're going to walk through the onboarding process if 00:11: you're a returning organization, and if that's you well welcome. 00:14: We're glad to have you back! As you'll discover as you go through 00:19: the process and you're a part of the CampDoc or SchoolDoc platform year 00:23: after year you're going to continue to see the benefits of how this 00:27: is going to help your organization continuously. 00:31: When it comes to onboarding we encourage you to follow the steps, which you can find on the 00:35: corresponding support pages to make the process as smooth as possible. 00:40: To begin setting up for a new season log in to your provider portal. 00:45: In the menu click setup. Click the new submission button. 00:52: In the name your submission box that pops up enter your submission name and 00:56: click the start submission button. We typically recommend your organization 01:01: name and then the appropriate year or season. 01:09: Review and update all contact information and yes or no questions 01:14: about your organization's programs and then click the continue button. 01:21: Once you're on the setup page you'll provide details about your upcoming submission. 01:26: You'll need to complete all fields highlighted in red including the 01:30: number of participants important dates and whether you plan to use 01:34: our online registration feature. Note, if your 01:38: organization runs year-round indicate the first and last day of your 01:42: fiscal year in the important dates section. 01:46: Also, if you're not a hundred percent sure of the dates, that's fine. 01:49: Just put your best guess. Next 01:53: using the downloadable template or one provided to you by your client success team, 01:58: please upload a full list of your session and program information along 02:02: with the required dates for each. Please list all sessions and programs 02:07: for the year on separate lines of the spreadsheet. A helpful 02:11: tip is that your client success team can provide you with a sample of your previous session 02:15: information spreadsheet as an example that will make your life a whole 02:19: lot easier. If you have any additional new forms, 02:24: you'll say yes and add those here. 02:26: If you don't have any new form simply click no and move on. If 02:30: you have any appropriate notes, you can put them in here. 02:36: Finally note what features you're interested in using or 02:40: not in this upcoming season. And if you're unsure you 02:45: can simply mark yes. These simply let us know that you're interested. Indicate 02:49: when you want to launch your account and give your participants access to CampDoc or SchoolDoc but 02:54: keep in mind the typical timeline to launch an account is four to six weeks from the date 02:58: your submission is reviewed and confirmed by our team. Anything that's sooner 03:02: than that may require an expedited fee. 03:06: Click the green submit for review button and you'll be all 03:10: set. After you submit your information 03:12: you'll receive an automated email and your team will review your information. 03:16: If there are no outstanding issues, 03:19: your submission will be marked as confirmed by our team. 03:21: You'll then receive an email with a tentative timeline for your launch. 03:25: This will include the date you can expect to receive your test account from your implementation 03:29: specialist so that you can begin reviewing your health forms. 03:33: Most importantly don't forget that our team is here to help you. 03:36: So don't hesitate to reach out with any questions that may come up throughout the process.