Clinic Onboarding

A five-step wizard to join the network: profile, procedures, accreditations, team and agreement.

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Purpose & Business Context

Clinic Onboarding is the front door for new partner clinics. Before a clinic can list on Global Clinic and receive escrow-protected bookings, it must supply the essentials, so this standalone wizard walks a prospective clinic through its profile, the procedures and prices it offers, its accreditations and a supporting certificate, its lead surgeons, and an agreement to the partner terms.

Commercially it is the supply-side acquisition funnel. A guided, low-friction five-step flow with a clear progress indicator maximises the number of clinics that complete an application, and the terms gate plus document upload set the quality bar the platform promises patients.

Screen Overview

A full-page, shell-free wizard (no console sidebar or topbar). A brand header with a Back to site link sits above a two-column body: a left summary rail with a numbered step stepper and a progress bar, and a right step panel showing the active step. Footer Back and Continue buttons move between steps; the final step swaps Continue for Submit application.

The five steps are Clinic profile, Specialties & procedures, Accreditations & documents, Team & lead surgeons, and Agreement & submit. Submitting shows a success screen with a button into the clinic console.

Controls & Components

• Brand header: the Global Clinic mark with a 'Clinic onboarding' tag and a Back to site link to the public home.
• Step stepper (left rail): the five steps, with completed ones checked, the current one highlighted, and a progress bar plus 'Step n of 5'.
• Step 1, Clinic profile: Clinic name, Country, City and an About textarea.
• Step 2, Specialties & procedures: toggleable specialty chips, then a procedures list with indicative price inputs and suggested procedures to add.
• Step 3, Accreditations & documents: checkboxes for JCI, ISO 9001, NABH, GHA and Temos, and a tap-to-upload supporting certificate.
• Step 4, Team & lead surgeons: name and role rows with Add another, and per-row remove.
• Step 5, Agreement & submit: a review summary and a required terms checkbox that gates Submit application.
• Footer nav: Back (disabled on step 1) and Continue, or Submit application on the final step.
• Floating Help: a floating Help button (the only console anchor present on this shell-free page).

Field Definitions

• Clinic name / Country / City / About: The new clinic's identity and the description patients will see; collected in step 1.
• Specialty: A clinical area the clinic offers, toggled on in step 2; selected specialties also filter the suggested procedures.
• Procedure & indicative price: A treatment the clinic offers with a starting price, pre-filled from the marketplace reference and editable.
• Accreditation: A quality credential the clinic holds (JCI, ISO 9001, NABH, GHA or Temos), selected in step 3.
• Supporting document: A certificate uploaded as proof of accreditation; a single tap-to-upload area in step 3.
• Team member: A lead surgeon or key staff member, captured as a name and role in step 4.
• Agreement: The required confirmation that the information is accurate and the clinic accepts the partner terms, quality standards and escrow policy.

User Actions & Workflows

1. Step 1: enter the clinic name, country, city and a short about description.
2. Step 2: toggle the specialties you offer, then add a few procedures and set indicative prices.
3. Step 3: check the accreditations you hold and tap to upload a supporting certificate.
4. Step 4: add your lead surgeons and key staff, using Add another for more rows.
5. Step 5: review the summary, tick the agreement checkbox, then Submit application to reach the success screen and continue to the console.

Navigation & Relationships

Reached from: the public site's clinic sign-up path; the route is /clinic/onboarding and, unlike the console, it renders without the sidebar or topbar.

Leads to: the public home via Back to site, and the clinic console (/clinic) from the success screen after submission.

Mirrors: the console's Profile, Pricing and Team screens, this wizard collects the same information that those screens later let an onboarded clinic edit.

Business Rules & Constraints

• Clinic-auth-gated: the page is wrapped in RequireAuth with role "clinic", but it is shell-free, so only a floating Help button is present, not the sidebar or topbar.
• Submit application is disabled until the agreement checkbox is ticked.
• Steps can be navigated forward and back freely; the prototype does not hard-block progress on earlier fields, though the summary reflects what was entered.
• The supporting-document upload is a simulated tap-to-upload that flips to a verified-looking state; no real file leaves the browser.
• Submitting shows a success state promising verification within 2 business days; all input is local state and is not persisted.

Data Dependencies

Reads specialties and procedures from lib/data for the step 2 pickers and resolves names and reference prices with specialtyByKey and procedureByKey. The accreditation options are a local list (JCI, ISO 9001, NABH, GHA, Temos). All entered values live in local component state.

• specialties: the specialty chips in step 2
• procedures + procedureByKey: suggested procedures and their reference prices
• specialtyByKey: specialty display names in the summary
• local wizard state: profile, picks, procedures, accreditations, team and agreement

Error Handling & Edge Cases

• Agreement not ticked: Submit application stays disabled until the checkbox is checked.
• Empty procedures: step 2 shows guidance ('Add a few procedures you offer with indicative prices.') when none are added.
• Single team row: the remove button is disabled when only one team row remains, so the list cannot be emptied.
• Suggested procedures are filtered by the chosen specialties and capped, so the list stays manageable.
• Narrow screens: below roughly 760px the two-column layout collapses to a single column.

User Roles & Permissions

• Clinic admin: The person registering the clinic completes onboarding and submits the application; they become the account admin once verified.
• Clinic staff: Onboarding is normally completed by the admin who owns the relationship; staff accounts are added later (here, via the team step or, post-launch, the Team screen).
• Patient / other roles: Not applicable; this is a provider-side flow for clinics joining the network.

Related Features & Functionalities

The console's Profile, Pricing and Team screens (the editable homes for what is collected here), the Settings verification status (the standing this application establishes), and the floating context Help, the only help affordance on this shell-free page.

Flow & Screenshots

flowchart LR
  S1[1 Clinic profile] --> S2[2 Specialties & procedures]
  S2 --> S3[3 Accreditations & documents]
  S3 --> S4[4 Team & lead surgeons]
  S4 --> S5[5 Agreement & submit]
  S5 -->|Submit application| Done[Application submitted]
  Done --> Console[Clinic console]

Guided Walkthrough Steps

The in-app walkthrough for this screen has 5 steps (auto-advances every 5 seconds; Prev / Pause / Next; click outside to exit):

1. Five steps to join ([data-tour="onboarding.steps"])

This rail tracks your progress through onboarding: profile, procedures, accreditations, team and agreement. Completed steps are checked.

1. The current step ([data-tour="onboarding.panel"])

Each step's fields appear here. Fill them in, then move on; you can always come back.

1. How far you've come ([data-tour="onboarding.progress"])

The progress bar and 'Step n of 5' show how much of the application is left.

1. Move between steps ([data-tour="onboarding.nav"])

Use Back and Continue to navigate. On the final step, Continue becomes Submit application, which unlocks once you accept the terms.

1. Help is always here ([data-tour="topbar.help"])

This floating Help button is available throughout onboarding. Open it for documentation or to replay this walkthrough.