Healthcare

Onboarding Success Guide

Reference this guide’s direction to supplement your ID.me Onboarding Team’s guidance and you should have a smooth onboarding experience with ID.me.

Requirements for Go Live

Go Live checklist

The to-do list of items required before Go Live. For the expanded version of this list, please refer to the Onboarding Life Cycle.

Kickoff Call

  • Bring key project contributors to this meeting to understand the milestones and timeline leading to Go Live.

Integrate

  • Integrate ID.me’s solution via an established integration protocol outlined by your dedicated ID.me Integration Engineer.

Learn more about best practices for UX design

Successful QA Screenshare

  • Project contributors do a quality assurance (QA) check of the Partner + ID.me workflow in the staging environment to test for functionality and frictionless user experience.

Successful Pilot Test

  • Licensed providers (recruited by you) will complete the full end-to-end user journey in the production environment to ensure redirect functionality and a smooth user experience.

Finalize Comms & Marketing Strategy

  • Develop an end user onboarding plan and finalize messaging for how you will introduce ID.me. All content and direction regarding ID.me must be approved by ID.me before Go Live.

Interactive Team Training

  • ID.me-led training for your implementation and support teams to ensure familiarization with ID.me’s workflow.

Finalize Go Live date

  • As we are working through integration, our target Go Live date may shift, however, the finalized Go Live date must be agreed to by all parties.

Go Live

  • The Finish Line! When you begin advertising our newly coordinated solution to your end users.

Want a more detailed overview?


Download our Expanded On-Boarding Lifecycle document and get a more detailed overview of what to expect in the coming weeks and how we will collectively achieve a successful implementation.

Download now

Timeline

How long will this take?

The time it takes from the start of integration to Go Live depends on the type of integration you’re pursuing with ID.me and your needs and resource availability. However, it typically ranges between 4-6 weeks.

Doctor using mask and stethoscope

Getting Started

Follow best Practices & FAQs

Best Practices

We expect you to learn and abide by these best practices when you integrate with ID.me. These guidelines have been developed by onboarding over 100,000 of our nation’s health care providers and are key to ensuring a successful Go Live.

FAQs

Your go-to resource for answers to all of your top of mind questions.

Resources

Indispensable communication and marketing resources

We’ve done the work for you! Find your pre-approved ID.me content and resources introducing who ID.me is, what we do, and much more. Your team may customize or appropriate these guides, but you must have all resources approved by ID.me.

User Guides and Explainer Videos

IAL2 How To Guide

Include this guide with your end user call-to-action or incorporate the guide’s direction in your product’s UX to optimize end user success.

Video Call How To Guide

Include this guide with your end user call-to-action or incorporate the guide’s direction in your product’s UX to optimize end user success.

IAL2: How It Works Video

Share this video with your end users for those who prefer video instruction.

Video Call: How It Works Video

Share this video with your end users for those who prefer video instruction.

Email Templates

Educational Flyers

Who is ID.me and what does ID.me do?

Our Who IS ID.me Flyer gives a brief introduction to ID.me and explains the basics of digital identity verification for all internal and external stakeholders.

Why should people trust ID.me?

Our Joint Solutions flyer explains to your customers how your new ID.me EPCS solution can help their providers.

What is ID.me’s video call and why is it important?

Our Virtual In-Person Proofing flyer explains how offering video call identity proofing helps all providers verify.

What is ID.me’s Patient Proofing?

Our Patient Proofing with ID.me flyer explains how providers verify their patients so they can access their electronic health records online.

Meet the ID.me team dedicated to ensuring our collective success

Our customer success team will guide you from start of integration to Go Live, developing a timeline for implementation and ensuring all parties stay on track. Once a successful Go Live is achieved, your customer success team will provide you with reporting, fulfill ad hoc requests, and the coaching necessary to achieve ultimate impact using ID.me.

Headshot of Photo Valerie Berg

Valerie Berg

Director of Customer Success, Identity
valerie.berg@id.me

Headshot of Photo Blake Jernigan

Blake Jernigan (Burlage)

Customer Success Manager, Healthcare
blake.burlage@id.me

Headshot of Photo Jessica Pierce

Jessica Pierce

Customer Success Manager, Healthcare
jessica.pierce@id.me

Learn more about ID.me’s Patient Proofing capabilities

ID.me is verifying patients’ identities so they can access their healthcare records. The 21st Century Cures Act prevents the blocking of any patient access to their own electronic medical records (EMR) or electronic health records (EHR). These regulations are designed to provide patients with stronger health data access and data transparency. Healthcare providers must meet new security and verification requirements, so they partner with ID.me to make sure you are who you say you are.

Support

End user support

Your co-branded support process will ensure a smooth handoff between support teams when end users need assistance. This coordinated support process will be introduced in your Support Process meeting, per the Onboarding Lifecycle.

Additional support resources:

Help.ID.me

ID.me’s help page showcases a full list of help articles for everything from how to add an MFA device to explaining why ID.me needs your social security number.

Support FAQs

These Support FAQs are dedicated to answering your frontline teams’ commonly asked questions during integration and rollout.

Feedback

We want to hear from you

If you have any comments or concerns, leave them in this form.