What Can I Expect During My Onboarding Call

We are excited to start this partnership together!

We understand that you are eager to start using pod and begin placing requests.

However, you might be wondering, what will happen during my onboarding call? Is it really necessary?

This article will outline what you can expect during your onboarding call.

Get To Know Our Team

The first part of the call will introduce you to the NMS team that has been curated to your company's needs so that you have a point of contact no matter what question arises.

You will get to know the following team members...

Portfolio Manager-Manages every facet of your account to guarantee smooth coordination across operations.

• Oversees and manages the operations team that supports your account.
• Addresses any questions or concerns about our procedures and policies.
• Conducts regular check-ins to share your account’s health scores and to ensure we’re aligned with your expectations and goals.
• Provides  all client, employee and pod guides.

pod Specialist- Your point of contact for all things pod related.

• Will act as a liaison between you and the IT team to ensure you account specifications are correct.
• Conducts initial and any additional training and clarification regarding pod use and features.
• Designated contact for new pod account setup.

We’re eager to learn about you as well! During the introduction, feel free to let us know about your company, the roles within your team, and any aspirations you have for our new collaboration.

Client Specifications 

We will discuss any specifications you have regarding exam paperwork, clearance requirements, and any procedural requirements that your company may have such as reviewing your candidates' or employees' medical records before arranging for services.

pod training

Not only will you learn how to submit a service request; you'll also take an in-depth look at our platform. We will walk you through each step of the exam process that unfolds after you submit your service request. *This session will comprise the majority of the onboarding call, as we want to ensure you have the opportunity to ask as many questions as necessary. Our goal is to help you feel confident about starting to use pod.

Open Forum

Now that you have met the team and learned how to use pod, now it's your chance to fire away with any burning questions or curiosities that may have arisen with the new information that you have learned. 

The Onboarding Call Experience

The onboarding call is in establishing a successful partnership with NMS. This call offers a chance to not only learn how to use pod effectively but also to get acquainted with the dedicated team members assigned to your account. Additionally, it allows you to ensure that we have addressed all of your needs, allowing you to begin making requests without delay.

We look forward to meeting with you!