Clinician intake
A shared checklist gives HR and credentialing the same complete starting file.
19repeat coordinators · 78% return weekly
Workflow templates
On-demand QBR · Synthetic example
Northstar Health
Current through July 8
CRM · Product · Operations · Support · Relationship
CRM · Product · Operations · Support · Relationship
$420KEnterprise contract
68Licensed operations users
31Monthly active users
+8%Quarterly usage
14Support tickets
↘
Clinician onboarding is getting faster—but scaling depends on permissions and a second administrator.
Templates and two early-access automations have shortened median onboarding from twelve days to nine. Six support tickets about roles and a single publishing administrator now limit broader rollout.
12 → 9dmedian complete-file to clinic-ready time
420/moonboarding steps handled automatically
How a clinician gets ready to practice
The customer journey, the product evidence, and the current constraint in one view
Product
Support
Meeting notes
Credentialing
Routing, verification reminders, and exception follow-up run without manual handoffs.
420/mosteps handled by two early-access automations
Automation builder
Access & approvals
HR, compliance, and IT need a finished role model before more workflows can be published.
6 of 14support tickets concern roles or publishing access
Advanced permissions
Clinic ready
Completed onboarding cases are reaching the clinic sooner, with a clear next target.
9 daysmedian today · seven-day next-quarter target
Operations outcome
Before12 days
Today9 days
Next-quarter target7 days
Why this is the next-quarter plan
Connected evidence turns account activity into a decision
Product usage420 automated stepsTwo early-access workflows have run repeatedly for eight weeks.
Operations data12 → 9 daysMedian time from a complete file to clinic-ready status has declined.
SupportRoles limit rolloutSix tickets concern access, and only one admin can publish.
Shared goalTwo workflows · 7 daysNorthstar selected payer enrollment and system access for the next phase.
What prevents broader rollout
The operating foundation behind the result
1publishing administrator today
6/14tickets about roles or access
3teams in the role design
2role mappings to finish
Completing the HR, compliance, and IT role model—and enabling a second publishing administrator—will let Northstar extend the result without weakening control.
Shared 90-day plan
From product activity to a measurable customer outcome
1 · AlignFinalize the cross-team role model.
2 · EnableAdd a second publishing administrator.
3 · LaunchAutomate payer enrollment and system access.
4 · ReviewWork toward a seven-day onboarding median.
The goal is not more automation. It is getting clinicians ready to care for patients sooner, with the appropriate controls.