At Pippen, we believe that onboarding isn’t just about setting up a tool—it’s about building a relationship with each physician. With a customer-centric approach, we ensure that every new user feels valued, understood, and empowered to get the most out of our platform.

From the moment users sign up, they are greeted with a personalized welcome email that includes direct links to essential resources and our FAQ Blog Knowledge Hub. Our goal is to ensure users have immediate access to everything they need to start their journey smoothly.

We don’t believe in a one-size-fits-all approach. That’s why we take the time to offer 1-on-1 Onboarding Calls where we introduce ourselves as their main point of contact.

During these calls, we listen to the clinic’s specific unique needs and goals, offering personalized workflow demonstrations tailored to their specific use cases. This personalized touch allows us to make sure each user feels confident navigating the platform and utilizing its features.

To enhance the experience, we also offer custom demo recordings that are carefully crafted for individual users. These resources are designed to guide them through their setup at their own pace, ensuring they never feel overwhelmed or unsupported.

Beyond the initial onboarding process, we maintain ongoing touchpoints by checking in with users regularly—either through monthly or quarterly follow-ups to their preference. These check-ins provide the opportunity to answer any questions that may have arisen, highlight new features, and ensure that users are continuously finding value from the platform.

At Pippen, we truly believe that a personalized onboarding process sets the stage for long-term success. We understand that each user’s needs are different, and we make it our mission to ensure they feel heard, supported, and empowered every step of the way.

The physician always retains control, with AI providing support, but the final decisions and review are made by the physician.

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