# Healthcare Provider Onboarding Software & Tools

> Make healthcare provider onboarding a breeze. Collect key information upfront so you can train with confidence.

Source: https://asana.com/uses/provider-onboarding

#### Stay on schedule

Expedite onboarding by automatically collecting key information up front.

#### Standardize training

Ensure a consistent onboarding experience and compliance with regulatory requirements.

#### Accelerate onboarding

Streamline each step of the onboarding process to save everyone time.

Help providers get back to their patients faster

- Collect key documents and licensing information using automated forms
- Add custom or AI-generated labels to track progress toward complying with regulatory requirements

- [Forms](/features/workflow-automation/forms)

- [Custom fields](/features/project-management/custom-fields)

- [Smart fields](/product/ai)

Follow every step of onboarding

- Review onboarding progress instantly with AI-generated summaries
- Track every provider’s onboarding status with high-level dashboards

- [Smart summaries](/product/ai)

- [Reporting dashboards](/features/goals-reporting/reporting-dashboards)

- [Portfolios](/features/goals-reporting/portfolios)

Manage data and documents in one place

- Alert medical, credentialing, and HR teams to next steps by connecting all of your tools to one platform.
- Create customized templates with key onboarding requirements for teams to use and improve over time  
- Add the same task or document to multiple projects to keep teams up-to-date

- [Templates](/features/workflow-automation/project-task-templates)

#### Keep everyone in the loop

Hundreds of app integrations ensure every team is updated on the onboarding progress of each new provider.

- [Explore all apps](/apps?category=all-apps )

#### Google Chat

Get notified and take action on Asana tasks right from Google Chat.

- [See integration](/apps/google-drive)

#### Microsoft Teams

Connect your team’s conversations to actionable items in Asana.

- [See integration](/apps/microsoft)

#### Slack

Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana.

- [See integration](/apps/slack)

#### Box

Attach files to your Asana tasks and automatically upload them to Box.

- [See integration](/apps/box)

#### Dropbox

Easily attach Dropbox files to a task from the task pane, and use Asana rules to automatically upload files to a Dropbox folder.

- [See integration](/apps/dropbox)

#### Sharepoint

Easily attach Sharepoint files directly to tasks.

- [See integration](/apps/sharepoint)

#### Google Drive

Easily attach Google Drive files to tasks in Asana, and receive comment notifications to keep teams and work connected.

- [See integration](/apps/google-drive)

#### Google Chat

Get notified and take action on Asana tasks right from Google Chat.

- [See integration](/apps/google-drive)

#### Microsoft Teams

Connect your team’s conversations to actionable items in Asana.

- [See integration](/apps/microsoft)

#### Slack

Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana.

- [See integration](/apps/slack)

#### Box

Attach files to your Asana tasks and automatically upload them to Box.

- [See integration](/apps/box)

#### Dropbox

Easily attach Dropbox files to a task from the task pane, and use Asana rules to automatically upload files to a Dropbox folder.

- [See integration](/apps/dropbox)

#### Sharepoint

Easily attach Sharepoint files directly to tasks.

- [See integration](/apps/sharepoint)

#### Google Drive

Easily attach Google Drive files to tasks in Asana, and receive comment notifications to keep teams and work connected.

- [See integration](/apps/google-drive)

#### Keep everyone in the loop

- [Explore all apps](/apps?category=all-apps )

#### Get started faster with templates

#### Cross-functional project plan

Coordinate with teams across your organization to turn a vision into action.

- [See template](/templates/cross-functional-project-plan)

#### Work requests template

Prioritize and manage all the requests your team receives in one place.

- [See template](/templates/work-requests)

Asana is perfect for onboarding, and it helps our team effectively replicate our work.

#### Got questions? We’ve got answers.

#### Frequently asked questions

#### Can I try new provider onboarding with Asana for free?

Yes, you can. Learn about [pricing](https://asana.com/pricing), or [try Asana Advanced for free](https://asana.com/create-account), no credit card required.

#### Why do I need software for new provider onboarding?

Managing new provider onboarding is complex. You need software to handle the nuances, regulatory requirements, and extensive documentation involved. Asana streamlines these processes, empowering organizations to onboard new providers, nurses, physicians, and more effectively and efficiently.

#### How should I choose a tool to onboard new providers?

Look for software that helps you organize, track, and streamline the entire new provider onboarding processes. The best way to know if a new provider onboarding tool is right for you is to try it. That’s why anyone can try Asana for free. [Try Asana today](https://app.asana.com/0/billing/pricing?_gl=1*sjzujd*_ga*MTYyNjQxMTk5NC4xNzE2OTI0MjIx*_ga_J1KDXMCQTH*MTcxNjkyNDIyMS4xLjEuMTcxNjkzMTA5MS4wLjAuMTY5NTgwMzAzNQ..*_fplc*cmhDQTVXZmE2eGVZQUFJZiUyQmNXWDNsWVRLZnp0Nk1SWEFyRHJSSU9DcUpYZm1RQ2klMkJoRldPRCUyQks2V2RuWXR6Q0Rud2lqNW81SFRYZG5LQjAxaGRJYmxKTThXR0lsV2VVWmI5d0RRa1pFSFJFMk5reDE2SVRsOVQ0JTJCcHJSZFElM0QlM0Q.).

#### How do I onboard providers effectively?

Providers can be onboarded effectively by using templates to standardize onboarding steps for contracts, training, and compliance.

#### Can forms collect provider information?

Yes, forms can collect provider information by using Forms to gather provider data and auto-generate onboarding tasks.

#### How do I track onboarding progress?

Onboarding progress can be tracked by using Board or Timeline view and custom fields to monitor provider progress.

#### Can I automate reminders?

Yes, reminders can be automated by using Rules to send reminder notifications for provider tasks near due dates.

#### Is it possible to assign onboarding steps automatically?

Yes, it is possible to assign onboarding steps automatically as Forms or Bundles can auto-assign tasks based on type or provider tier.

#### Can external providers collaborate?

Yes, external providers can collaborate as providers can access tasks as guests with appropriate permissions.

#### How do I report onboarding completion?

Onboarding completion can be reported through Dashboards that can visualize the number of onboarded providers and outstanding tasks.

#### How do I manage regulatory requirements?

Regulatory requirements can be managed by using custom fields to log compliance items and track them in dashboards.

#### Can onboarding be reused?

Yes, onboarding can be reused by bundling the provider onboarding workflow and applying it to new providers automatically.

#### Does Asana support training materials?

Yes, Asana supports training materials by allowing you to attach guides, videos, and docs in project Overview or tasks for provider access.

#### Can I try new provider onboarding with Asana for free?

Yes, you can. Learn about [pricing](https://asana.com/pricing), or [try Asana Advanced for free](https://asana.com/create-account), no credit card required.

#### Why do I need software for new provider onboarding?

Managing new provider onboarding is complex. You need software to handle the nuances, regulatory requirements, and extensive documentation involved. Asana streamlines these processes, empowering organizations to onboard new providers, nurses, physicians, and more effectively and efficiently.

#### How should I choose a tool to onboard new providers?

Look for software that helps you organize, track, and streamline the entire new provider onboarding processes. The best way to know if a new provider onboarding tool is right for you is to try it. That’s why anyone can try Asana for free. [Try Asana today](https://app.asana.com/0/billing/pricing?_gl=1*sjzujd*_ga*MTYyNjQxMTk5NC4xNzE2OTI0MjIx*_ga_J1KDXMCQTH*MTcxNjkyNDIyMS4xLjEuMTcxNjkzMTA5MS4wLjAuMTY5NTgwMzAzNQ..*_fplc*cmhDQTVXZmE2eGVZQUFJZiUyQmNXWDNsWVRLZnp0Nk1SWEFyRHJSSU9DcUpYZm1RQ2klMkJoRldPRCUyQks2V2RuWXR6Q0Rud2lqNW81SFRYZG5LQjAxaGRJYmxKTThXR0lsV2VVWmI5d0RRa1pFSFJFMk5reDE2SVRsOVQ0JTJCcHJSZFElM0QlM0Q.).

- [Start your free trial](/create-account)

Try Asana for free. No credit card required.

- [Get started](/create-account)

- [Watch the demo](/go-demo)

See how Asana connects companies at scale.

- [View demo](/demo/main)

- [Speak with a sales rep](/sales)

Learn how Asana helps teams collaborate seamlessly.

- [Contact sales](/sales)

#### Transform the way you work with Asana

#### Set new providers up for success

Streamline your processes and onboard with confidence.

- [Get started](/create-account)

- [View demo](/demo/main)

New provider onboarding
