Sign up and set your password
Your workspace is ready immediately
After signup, you receive an email to create your system password.
Log in right away—no implementation cycle.
IMPLEMENTATION
Live in minutes with a guided quick start built into your system.
With DirectOD, once you sign up you can have a working system in about 5 minutes. Your account includes comprehensive quick start guides, learning materials, and staff training resources so you can get launched fast—and start enrolling patients with confidence.
ONBOARDING
Simple by design. Launch in 30–60 minutes.
DirectOD is ready the moment you sign up. You’ll log in to a guided onboarding experience with short navigational videos and a launch checklist—so you can go live without an implementation cycle or required calls. The goal is to get your plan live fast, with clean defaults, clear steps, and everything in one place.
TYPICAL TIME 30–60 min
FORMAT In-app videos + checklist
TEAM READY Repeatable training
Your onboarding flow is short and predictable
The product guides the same steps successful launches follow—without turning onboarding into a project.
Get oriented in minutes
Short videos show exactly where to click
Your dashboard opens with navigational videos and a launch checklist.
You always know what “done” looks like.
Complete the checklist and publish
Go live and start enrolling
Finish essentials, publish your plan, and start enrolling patients.
Defaults + guardrails keep the patient-facing experience clean.
No required calls: onboarding is self-guided. Your team can move quickly without waiting on schedules.
What you’ll do in the first hour
A typical launch looks like this. You can do it solo, or split it across team members.
- 0–10 min Account + payouts
Add your payout account and confirm your practice details so recurring revenue flows correctly from day one.
- 10–25 min Plan setup
Start from a template or build your plan. Define pricing, eligibility, and what’s included so patients can self-enroll confidently.
- 25–40 min Branding + patient-facing experience
Add logos, colors, and messaging so your join flow feels like your practice—consistent across website, email, and in-office use.
- 40–55 min Notifications + internal workflow
Set notification preferences and confirm who gets alerts for enrollments, renewals, and payment events.
- 55–60 min Publish + test
Publish your plan and run a quick end-to-end test so your team knows what patients will see.
What changes once you’re live
After launch, the work doesn’t become “more setup.” It becomes a system your practice can run and improve.
01
A clear default for staff
Your team stops improvising. They offer a consistent plan with a simple explanation in under a minute.
02
Continuity that doesn’t reset
Renewals and return behavior become practice-driven, not plan-driven. Insurance changes stop breaking the relationship.
03
Retention workflows run in the background
Reminders, renewals, and payment recovery keep running so recurring revenue doesn’t rely on staff memory.
04
A patient-facing flow that feels like your practice
Branding and messaging stay consistent across website, email, and in-office enrollment—without rebuilding anything.
Practical meaning: onboarding is the last “setup-heavy” moment. After that, you’re operating and improving, not implementing.
Built for teams, not just owners
Onboarding stays inside your system. Any employee can run through the videos and checklist to learn the basics quickly—and revisit later for a fast refresher. It reduces “tribal knowledge” and makes training repeatable.
Same process Consistent setup
Everyone follows the same steps so launch details don’t get missed and ownership is clear.
Fast ramp New hires
New staff can self-train on day one, then revisit later when they need a refresher.
Always available Refresh anytime
Training doesn’t require scheduling calls or pulling someone off the floor.
Support when you want it (not when you don’t)
Self-guided by default. If you want help, it’s there—without turning onboarding into a project.
In-app guides
Short videos, tooltips, and checklist steps that match the screens you’re on.
Quick answers
Help on specific steps—payouts, plan details, messaging—without restarting your workflow.
Built-in guardrails
Defaults and structured steps keep patient-facing details clear so you can launch confidently.
Data + compliance: setup is designed around clear configuration and patient-facing disclosures that are easy for staff to explain.
From signup to launch, everything happens inside your system—clear steps, guided resources, and a checklist your team can follow. Launch fast, then keep improving without changing how your practice runs.