Providers Onboarding Process
Overview
The following document outlines the provider onboarding process, highlighting each stage of the pipeline, the actions taken by the team or provider, and specifying which platform triggers each notification.
Use the workflow digram along with this document to comprehend the process.
1. Submitted Join Form
The onboarding process starts with the provider submitting a join form. This creates an opportunity in the Providers Pipeline. This also triggers an automated email from Odoo to the provider, confirming receipt of the submission.
2. Screening
During the screening stage, the team assesses the submitted join form. If the provider's fields of practice are within the scope of Boober, the team moves the opportunity to the next stage; if not, the team places the application on hold.
3. Create Boober Account
A Boober account should be created manually in Django for the providers who were approved from the Screening stage. When the account is created, the status will be "Onboarding" in Django, which will be reflected on the pipeline automatically to "Onboarding/Invited" stage. Django triggers "Welcome to Boober" email, it contains a link to set their password and instructs the provider to submit onboarding forms.
4. Pending Onboarding Review
Upon submitting the onboarding forms from the provider, the pipeline status updates to "Pending Onboarding Review." The team is then tasked with reviewing these forms to ensure compliance and completeness. If the everything seems fine in the profile, the status should be updated manually in Django to "Stripe Details Needed".
5. Stripe Details Needed
When the status "Stripe Details Needed" is set, Django triggers an email to the provider to create and a Stripe account. The status gets synced to Odoo, and the opportunity is moved in the pipeline to "Stripe Details Needed".
6. VideoAsk Interview
Once the provider adds a Stripe account, the id gets synced to Odoo. And Odoo moves the opp. to the next stage, which involves the provider receiving a VideoAsk invite.
7. Review
Once the provider submits their VideoAsk response. Zapier updates Odoo with the VideoAsk link and updates the stage to "Needs Review". The team is tasked to review the response. If the provider is a fit, the opp should be moved manually to the next stage.
8. Background Check
When the stage is set to background check, an email is triggered to the provider informing them about this step. The team has to login to accurate and send the background check to the provider.
9. Onboarding Completed, Activate Django Account
If the provider is cleared, the team should move the opp to the final stage in the pipeline status"Onboarding Completed", and the team is tasked to activate the provider's Django Account by selecting "Active" status in Django. The team activates the provider's account, which is communicated through a Django email notification. This marks the successful completion of the onboarding process and the provider is now ready to meet Clients.
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