Onboarding service
Let our team get your lab live on Pilot LMS
From moving your data to training your staff, our onboarding team takes on as much of the switch as you want and works with your team through go-live.
- Scoped and quoted for your lab
- You choose what we take on
- Self-onboarding stays free
Onboarding plan
Your lab · with the Pilot onboarding team
- Data migrationDone
- Personnel trainingIn progress
- Built-in customizationDone
- Reports and dashboardsIn progress
- Work Tracking and Customer SupportPlanned
- Business process transitionIn progress
- Custom development workPlanned
- Change managementPlanned
What we do during onboarding
Everything it takes to switch your lab to Pilot
Pick the services you want. We scope them with you and quote before any work starts.
- 01
Data migration
We move your data over from your current system and check it with you before go-live.
- Customers and doctors
- Products and price lists
- Cases and financial history
- 02
Personnel training
Sessions for each role in your lab, so everyone knows their part of Pilot on day one.
- Front desk and case entry
- Technicians at the bench
- Billing and management
- 03
Built-in customization
We configure Pilot around the way your lab already works.
- Dropdown values
- Custom fields
- Workflow automations
- 04
Reports and dashboards
We build the reports and dashboards your managers will check every day.
- Production and turnaround
- Revenue and aging
- Customer trends
- If on your plan
Work Tracking and Customer Support
Guided onboarding onto each add-on, with the teams that will use it.
- Workstations, task and production templates
- Inboxes, your email domain and SLAs
- 06
Business process transition
We map how cases, billing and communication run in your lab today, and move each process into Pilot LMS.
- Process mapping
- A cutover plan that keeps cases moving
- Support through go-live
- 07
Custom development work
When your lab needs something Pilot does not do out of the box, our engineers can build it.
- Integrations with your other systems
- Lab-specific features
- Scoped and quoted up front
- 08
Change management
A new system is a change for people as much as for software. We help you bring your team along.
- A rollout plan for your lab
- Champions on each team
- Adoption check-ins after go-live
How it works
You stay in charge of what gets done
- 01
Tell us about your lab
Your current system, your team and what you want our help with.
- 02
We agree the scope
We send a plan and a quote, so you know what is included before anything starts.
- 03
We do the work with you
Our team works in your Pilot account and brings your people in where it matters.
- 04
You go live
Your lab runs on Pilot LMS, with email and chat support on every plan.
Questions
Before you talk to us
Something else on your mind? .
Is the onboarding service required?
No. Every plan can self-onboard with the Pilot Setup Guide. The service is for labs that would rather hand some or all of it to us.
How is it priced?
Every onboarding is scoped for the lab and quoted before work starts. Talk to sales and we will put a plan and a quote together.
Which plans can use it?
Paid plans. Work Tracking and Customer Support onboarding is included in the scope when those add-ons are on your plan.
Can we do part of it ourselves?
Yes. You choose which services we take on. Many labs migrate their own data and hand us training, reports or custom work.
Hand your setup to our team.
Tell us about your lab and what you want help with, and we will put a plan and a quote together.
- You choose what we take on
- Scoped and quoted up front
- Self-onboarding stays free