FlowForma Process Automation Demo Library

How to Automate Onboarding in Healthcare Industry in 2025

Written by Paul Stone, Product Evangelist | Feb 20, 2025 12:09:16 PM

What is Onboarding in Healthcare?

Onboarding in healthcare is the structured process of integrating new employees, patients, or providers into a healthcare system. It ensures they understand policies, workflows, and technology to deliver or receive effective care.

For example, when a new nurse joins a hospital, onboarding includes training on patient management software, safety protocols, and hospital procedures.

Without proper onboarding, staff may struggle with inefficiencies, compliance risks, and patient safety issues. Patients, too, may experience confusion about treatment plans or insurance coverage, leading to delays in care. A well-structured onboarding process improves efficiency, reduces errors, and enhances overall healthcare experiences.

How to automate the Onboarding Process in Healthcare?

Traditional onboarding in healthcare can be time-consuming, complex, and prone to errors. Whether it's training new staff, onboarding patients, or ensuring compliance, manual processes often lead to inefficiencies and delays. This is where automation steps in to transform the experience.

By leveraging automation tools like FlowForma Copilot, healthcare organizations can streamline onboarding workflows with ease. From generating process flows to setting custom rules and testing real-time responses, automation ensures a seamless and efficient onboarding experience. Let’s explore how FlowForma simplifies and accelerates healthcare onboarding with no-code automation.

  1. With FlowForma Copilot, you can effortlessly create workflows by uploading a flow diagram, an existing form, or simply instructing Copilot using voice-to-text or chat. Just enter your prompt for onboarding in healthcare and click "Generate" to instantly build a complete process flow.

  2. Once the workflow is generated and you're satisfied with the structure, click "Build" to bring it to life.

  3. Expand each section to review the questions. If you want to customize the workflow, simply select the question where you want to define conditions.

  4. Click "Add Rule", then choose the appropriate rule type to apply. 

  5. Specify the trigger conditions and define the actions that should occur when the conditions are met. 

  6. Once the rules are configured, save the changes to ensure they are applied correctly. 

  7. Click "Save" to securely store your updated process. 

  8. Click "Test Form" to see how the form functions in real time. 

  9. At the top, FlowForma displays the entire onboarding process flow, generated seamlessly based on your initial prompt.


Onboarding in Healthcare: 7 Best Practices for a Seamless Process

1. Automate Credential Verification

Credential verification is a critical step in healthcare onboarding. Every new hire must have their licenses, certifications, and background checks reviewed before they can start working. Manual verification can lead to delays and errors, which may cause compliance risks or staffing shortages. By automating this process, healthcare organizations can speed up approvals, reduce paperwork, and ensure regulatory compliance without administrative bottlenecks.

2. Standardize Compliance Training

Healthcare professionals must undergo mandatory training to comply with industry regulations such as HIPAA, OSHA, and infection control protocols. A standardized training program ensures that all employees receive consistent information and understand their responsibilities. Structured compliance training should cover patient safety, data security, emergency procedures, and ethical guidelines. Providing this training as part of the onboarding process helps new employees integrate smoothly into the organization while maintaining compliance standards.

3. Provide Role-Specific Training

Each role within a healthcare organization requires a different level of expertise and knowledge. A doctor, nurse, lab technician, and administrative staff member all have unique responsibilities that need tailored onboarding. Instead of a one-size-fits-all approach, role-specific training ensures that new hires receive the relevant information, hands-on experience, and guidance necessary to perform their duties effectively. This approach minimizes confusion, enhances job performance, and increases retention rates.

4. Ensure Quick IT & System Access

Healthcare professionals rely on electronic health records (EHRs), scheduling platforms, communication tools, and various digital systems to perform their daily tasks. Delays in granting access to these systems can hinder productivity and disrupt patient care. A streamlined IT onboarding process ensures that new employees receive their login credentials, system permissions, and device access as soon as they start. Automating this process eliminates waiting times and allows staff to become productive from day one.

5. Assign Mentors for a Smooth Transition

Starting a new role in the healthcare industry can be overwhelming, especially for those entering a fast-paced hospital or medical facility. Assigning mentors or onboarding buddies helps new employees navigate their responsibilities, understand workplace culture, and build confidence in their roles. A structured mentorship program can also foster teamwork, improve communication, and accelerate the learning curve for new hires.

6. Use Digital Onboarding Workflows

Traditional onboarding processes often involve excessive paperwork, multiple approvals, and manual data entry, which can slow down the entire hiring process. By using digital onboarding workflows, healthcare organizations can automate document collection, approvals, training assignments, and compliance tracking. This approach reduces administrative workload, ensures consistency, and enhances the overall onboarding experience for new hires.

7. Gather Feedback for Continuous Improvement

An effective onboarding process should evolve over time based on employee feedback and organizational needs. Regularly assessing the onboarding experience helps identify gaps, inefficiencies, and areas for improvement. Conducting surveys, tracking onboarding completion rates, and analyzing employee engagement can provide valuable insights into what’s working and what needs adjustment. Continuous improvements ensure that future hires have an even smoother onboarding experience.

Conclusion

Onboarding in healthcare is essential for integrating new employees, patients, and providers into a system efficiently. Without it, inefficiencies, compliance risks, and patient safety issues can arise. Automating onboarding with FlowForma simplifies the process by allowing users to generate, customize, and test workflows with ease. This ensures seamless integration, reducing errors and improving overall healthcare experiences.

Now that you understand the importance of onboarding and how automation can streamline it, the next step is to implement a structured, digital approach. Evaluate your current process, identify bottlenecks, and leverage workflow automation to enhance efficiency and compliance.

FlowForma’s no-code automation tool empowers healthcare organizations to build, test, and optimize onboarding workflows effortlessly. Start simplifying your healthcare onboarding today— book a demo and see it in action!