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New Customer Onboarding Guide

This guide walks you through everything from a fresh, empty platform to a customer running their first live claim. It is split into two phases:

  • Phase 1 — Platform Bootstrap (once per environment): stand up the multi-tenant platform on a fresh Azure subscription. After this phase, the platform exists but has zero customers.
  • Phase 2 — Customer Onboarding (once per customer): take a signed customer through intake, provisioning, configuration, end-to-end testing, and go-live.

High-level workflow​

Page template​

Each step page follows the same shape so you can scan quickly:

  1. Outcome — what you'll have after this step.
  2. Prerequisites — links to predecessor steps.
  3. Diagram — sequence or flow chart for the workflow.
  4. Steps — exact commands and UI clicks.
  5. Validation — how to confirm success.
  6. Troubleshooting — common failures and fixes.
  7. Next — link to the next step.

Audience and prerequisites​

You need:

  • PLATFORM_ADMIN role in the master DB (granted as part of the bootstrap process for the first admin; see Phase 1 → 05-first-platform-admin).
  • Azure subscription owner access for Phase 1 only (infrastructure provisioning).
  • A working knowledge of healthcare EDI (X12 837/270/271/278/835/277CA, ERA posting).

Time estimates​

PhaseTypical duration
Phase 1 — Platform Bootstrap1 working day (excluding Azure resource provisioning waits)
Phase 2 — Customer Onboarding1–3 days for a small customer; 1–2 weeks for a complex multi-state behavioral-health provider

Helpful checklists​

When you're ready, head to Phase 1 → 01-prerequisites.