Perfect Your HealthTech Implementation for Small-Business Clients

By Todd White
Dec 6, 2021
Healthtech implementations: Dentist explaining to patient

In recent years, the healthtech industry has experienced a significant shift in both demographics and economics. Small-business healthcare professionals are either solo practitioners or practice with 3-5 other health professionals. This means they’re actively looking for healthtech implementation processes that help them realize the benefits of scale that larger organizations enjoy.

At the same time, many health professionals did not go to school to become business owners. They are trained on-site by other health professionals or office administrators. And that’s how they pay the bills.

Exploring software options, learning to use new products, and finding ways to integrate SaaS platforms into their practice takes time away from patients. However, it’s a necessary part of owning a small business. It’s critical that software companies minimize their healthtech implementation time to get health professionals back to their practice. And with tools that will help them thrive.

If you’re a company that sells to small-business healthtech organizations, here’s how to streamline your healthtech implementation once the sale is complete.


Create a Schedule (and stick to it)

Your new clients should see what’s involved in the healthtech onboarding process before it starts. They should know how long each step takes and who is responsible for what. This will help set expectations. It can also help your customer see how much is required of them and what you need from their office staff.

Make sure to align this schedule so everyone knows the steps to get from A to B. Everyone should know what comes after what and be have access to see that process. For example, an excel sheet, a Google document, or a specific implementation software.

Once you set the expectations, you need to stick to the schedule so you can deliver a software product they can begin using immediately.


Make Task Completion Easy

Health professionals don’t spend all day at a desk in front of a computer. So when they have time to catch up, it’s important they can quickly and easily get updated on their onboarding.

Use an onboarding platform with simple user interface tools, like email reminders, that allow your customers to take action straight from their email inbox. You don’t want to require them to remember how to get to your platform, how to log in, and what they should be looking for. This makes it harder to figure out what needs to be done and wastes time.


Communicate in a Single Place

Flooding your healthtech clients’ inboxes with emails can just confuse the process. It also increases the chances that someone misses something, which drags out the onboarding timeline even longer. Keeping all your communications in one place is a simple way for everyone to get up to speed, get customized alerts, and stay on top of due dates.

If you communicate in a single place, you save time making sure everyone’s on the same page.


Next, learn about client onboarding and implementation costs.

Todd White


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