:orphan: .. include:: variables.rst .. include:: .special.rst .. _OnBoardingNewClient: Onboarding ---------- Thank you for choosing |APPNAME|. Before we can get your account set up, we need a bit of information from you. Please fill in the tables below as completely as you can — the more detail you can give us up front, the less back-and-forth we will need later. If any of the fields do not apply to your organisation, leave them blank and we will follow up during the setup call. For questions about any part of this form, email |SALESEMAIL|. Contact List ^^^^^^^^^^^^ Please provide a list of contacts in your organization. .. list-table:: :widths: 10 40 20 20 20 :header-rows: 1 :align: center :width: 100 % * - - Full Name - Position - Email - Phone Number * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - :black:`Infection Control Manager` - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - Primary Contact - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - Accounts Payable - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - IT Support - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - - - clearPath User Accounts ^^^^^^^^^^^^^^^^^^^^^^^ Please provide a list of user accounts that will need to access |APPNAME|, additional account can be added at any time. The Admin and Observer checkboxes are to indicate the role of the user. If you have a group of users that only audit they should be set to Observer. .. list-table:: :widths: 30 20 30 10 10 :header-rows: 1 :align: center :width: 100 % * - Full Name - Username - Email - Admin - Observer * - - - - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % * - - - - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % * - - - - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % * - - - - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % * - - - - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % * - - - - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % .. note:: While the number of observer or auditor accounts do not affect the pricing of |APPNAME| the number of Admin accounts do affect the price. The minimum number of Admin accounts is one per site. Health Care Provider Types ^^^^^^^^^^^^^^^^^^^^^^^^^^ |APPNAME| includes the standard fifteen HCP types as outlined by the Just Clean Your Hands Program for both Acute Care and Long Term Care Facilities. If your organization uses any custom HCP types please include them in the table below. .. list-table:: :widths: 10 80 10 :header-rows: 1 :align: center :width: 100 % * - Complete - HCP Name - ID(optional) * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - Facilities and Patient Care Areas ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Please provide a list of all the facilities and patient care areas in your organization. To save space you can put multiple PCA’s on the same line separated by a comma. .. list-table:: :widths: 10 30 60 :header-rows: 1 :align: center :width: 100 % * - Complete - Facility - Unit Name * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - Importing Legacy Data ^^^^^^^^^^^^^^^^^^^^^ If you have legacy hand hygiene compliance that you would like to import into |APPNAME|, please provide some detail as to the data. We can import data from a wide array of sources. We support Excel, XML, CSV data formats. We can import data from almost any data format. .. list-table:: :widths: 10 60 20 10 :header-rows: 1 :align: center :width: 100 % * - Complete - Format - # of Files - Years * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - - * - .. figure:: /images/uncheckedbox.png :align: center :scale: 20 % - - - .. note:: We do charge for importing legacy data. If you provide us with a sample of the data we can provide you with an actual quote.