Aboard — New Patient Onboarding
A guided digital onboarding journey for new patients — account, insurance, documents, consents, and pharmacy/PCP selection — with a live completion ring and a staff pipeline.
verticomply.com/templates/new-patient-onboarding
Overview
Aboard turns new-patient paperwork into a warm, guided checklist. Patients create an account, then work a six-step journey — profile, insurance, document upload, consent bundle, and pharmacy/PCP selection — tracked by a boarding-pass card with a live completion ring that saves as they go. Coordinators get a real-time pipeline: per-patient completion, insurance and document verification, reminders, and one-click completion, all backed by a full audit trail. Welcome and reminder notifications keep patients moving, so their chart is ready before the first visit.
12
Features
14
Pages
~32m
Build time
3
Compliance
Features · 12
Patient account creation + secure sign-in
Completion-ring onboarding dashboard
Six-step guided checklist
Insurance capture + staff verification
Document upload bundle
E-signed consent bundle
Pharmacy & PCP selection
Secure messaging with clinic staff
Welcome tour / virtual orientation
AI onboarding assistant
Staff onboarding pipeline + audit trail
AI insurance-card import
Admin / staff portal · 1 page
Ships with a built-in staff console alongside the patient-facing app. Your team gets a real-time operations view, verification controls, reminders, one-click actions, and a full audit trail — accessible at the standard /admin route, gated behind admin role-based access.
RBAC-gated
Audit trail
Multi-user
HIPAA-aware
Staff pipeline
/admin
Onboarding pipeline: KPIs, verify, nudge, complete + audit
Every page · 14
Public
Patient
Onboarding dashboard
/onboarding
Boarding pass + ring + task checklist + updates
Profile
/onboarding/profile
Contact + emergency-contact details
Insurance
/onboarding/insurance
Submit insurance for staff verification
Documents
/onboarding/documents
Upload photo ID + insurance card
Consents
/onboarding/consents
E-sign the HIPAA / financial / telehealth / portal bundle
Pharmacy & PCP
/onboarding/care
Choose pharmacy + primary care provider
Compliance · 3
HIPAA
WCAG 2.2 AA
BAA
Always included
Secure authentication & sessions
Role-based access control
Immutable audit trail
Seeded, realistic demo data
Responsive, WCAG 2.2 AA-minded UI
Editable branding, colours & copy
Clinical Practice & Facilities
A guided digital onboarding journey for new patients — account, insurance, documents, consents, and pharmacy/PCP selection — with a live completion ring and a staff pipeline.
14
Pages
32m
Build time
Compliance
Integrations