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.