---
title: How to Onboard Your Facility at Graphium
description: Objective Successfully onboard your facility and providers to the Graphium Platform and App. If you would like a brief overview of Graphium's onboarding process, please watch the below video as we hig
---

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1. [Graphium Health](https://help.graphiumhealth.com/?hsLang=en)
2. [Customer Onboarding](https://help.graphiumhealth.com/customer-onboarding?hsLang=en)
3. [Overview](https://help.graphiumhealth.com/customer-onboarding?hsLang=en#overview)

# How to Onboard Your Facility at Graphium

Below is a broad summary of the steps taken to onboard your facility at Graphium. Note: you will want to schedule bi-weekly check-in meetings to review the progress of your onboarding.

**Objective**

- Successfully onboard your facility and providers to the Graphium Platform and App. If you would like a brief overview of Graphium's onboarding process, please watch the below video as we highlight the key steps.
  
  [Onboarding - Overview](http://www.youtube.com/watch?v=FLpu2SWSgnQ)
  
  <iframe width="200" height="113" src="https://www.youtube.com/embed/FLpu2SWSgnQ?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen title="Onboarding Overview" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

**Goals**

- [Complete New Client Information Tasks](https://help.graphiumhealth.com/steps-to-onboard-my-facility-at-graphium#onboarding-new-client)
- [Complete Form Development Tasks](https://help.graphiumhealth.com/steps-to-onboard-my-facility-at-graphium#onboarding-forms)
- [Complete Integrations Connections Tasks](https://help.graphiumhealth.com/steps-to-onboard-my-facility-at-graphium#onboarding-vitals-integrations)
- [Complete Site Preparation Tasks](https://help.graphiumhealth.com/steps-to-onboard-my-facility-at-graphium#onboarding-site-prep)
- [Complete Training and Pre Go-Live Tasks](https://help.graphiumhealth.com/steps-to-onboard-my-facility-at-graphium#onboarding-training-go-live)
- [Complete Onsite Go-Live](https://help.graphiumhealth.com/steps-to-onboard-my-facility-at-graphium#onsite-go-live)
- [Complete Post Go-Live Tasks](https://help.graphiumhealth.com/steps-to-onboard-my-facility-at-graphium#post-go-live)

**Directions**

- Onboarding - New Client  
  Complete and submit all necessary client information tasks, including but not limited to: Point of Contact forms, site surveys, service agreements, and MACRA participation information. If you would like a brief overview of these tasks, please watch the below video as we discuss the first steps in onboarding a new client.
  
  [Onboarding - New Client](http://www.youtube.com/watch?v=uS0JJxW8jaA)
  
  <iframe height="113" src="https://www.youtube.com/embed/uS0JJxW8jaA?feature=oembed" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="200" allowfullscreen data-mce-src="https://www.youtube.com/embed/uS0JJxW8jaA?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

   
- Onboarding - Forms  
  Complete and submit all necessary form development tasks, including but not limited to: secure FTP or Fax setup, forms review meeting, forms testing, and forms finalization. If you would like a brief overview of these tasks, please watch the below video as we discuss the requirements for adding and creating your forms.
  
  [Onboarding - Forms](http://www.youtube.com/watch?v=jn2PT9AJJFY)
  
  <iframe height="113" src="https://www.youtube.com/embed/jn2PT9AJJFY?feature=oembed" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="200" allowfullscreen data-mce-src="https://www.youtube.com/embed/jn2PT9AJJFY?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

   
- Onboarding - Vitals and Integrations  
  Complete and submit all necessary integrations tasks, including but not limited to: integrations review meeting, integrations connection testing, and integrations finalization. If you would like a brief overview of these tasks, please watch the below videos as Bobby Wong, founder and president of Neximatics, and Graphium's VP of Engineering, Matthew Oldham, discuss the necessary steps/requirements for establishing vitals and other integrations connections.
  
  [Onboarding - Vitals](http://www.youtube.com/watch?v=6ARQmHu55p0)
  
  <iframe height="113" src="https://www.youtube.com/embed/6ARQmHu55p0?feature=oembed" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="200" allowfullscreen data-mce-src="https://www.youtube.com/embed/6ARQmHu55p0?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

  [Onboarding - Integrations](http://www.youtube.com/watch?v=8zYEZXRkA44)
  
  <iframe height="113" src="https://www.youtube.com/embed/8zYEZXRkA44?feature=oembed" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="200" allowfullscreen data-mce-src="https://www.youtube.com/embed/8zYEZXRkA44?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" data-mce-fragment="1"></iframe>

   
- Onboarding - Site Preparation  
  Complete and submit all necessary site preparation tasks, including but not limited to: testing barcode scanner functionality, on site equipment verification, onsite printer capabilities, onsite WiFi/internet capabilities, and installation of required Graphium software on all PCs, iPhones, and iPads. If you would like a brief overview of these tasks, please watch the below video as we discuss ways new clients can prepare their sites for the best user experience.
  
  [Onboarding - Site Prep](http://www.youtube.com/watch?v=UVxUc3EjjCc)
  
  <iframe height="113" src="https://www.youtube.com/embed/UVxUc3EjjCc?feature=oembed" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="200" allowfullscreen data-mce-src="https://www.youtube.com/embed/UVxUc3EjjCc?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

   
- Onboarding - Training and Pre Go-Live  
  Complete all necessary training tasks, including but not limited to: training of providers or specified points of contact on how to successfully utilize Graphium's platform, ensure all questions/concerns regarding any of the above tasks have been asked and answered, and ensure your site and providers are ready for your upcoming onsite Go-Live event! If you would like a brief overview of these tasks, please watch the below video as we discuss ways new clients can prepare for their Go-Live event.
  
  [Onboarding - Training and Go-Live](http://www.youtube.com/watch?v=1jODk1G-hns)
  
  <iframe height="113" src="https://www.youtube.com/embed/1jODk1G-hns?feature=oembed" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="200" allowfullscreen data-mce-src="https://www.youtube.com/embed/1jODk1G-hns?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

   
- Onsite Go-Live Event  
  Complete your Go-Live event with onsite help from Graphium's Onboarding Team. Note: Graphium typically joins your team for two days - either (Tuesday & Wednesday) or (Wednesday & Thursday), to help onboard your site and providers. We are unable to schedule your Go-Live event until all other above tasks are performed.
- Post Go-Live  
  Complete any post Go-Live tasks and ensure all questions/concerns have been addressed, so that your site and providers can utilize Graphium's platform efficiently and successfully! Please direct all questions and concerns to the Graphium Support Team at [support@graphiumhealth.com](mailto:support@graphiumhealth.com).

 

 

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