New Client Onboarding | Odyssey Solutions

* Only the essentials on this page are required.

Company’s legal nameRequiredCompany website or email domainPrimary onboarding contactRequiredWork emailRequiredBest phone numberRequiredCan you approve IT, licensing, and purchasing decisions?Final approver’s nameFinal approver’s work email

Estimates are fine. These answers help us stage accounts, licenses, and equipment at the right pace.

Tell us who owns access today—never enter the passwords, codes, recovery keys, or payment details themselves.

Email and productivity platformDoes a Microsoft 365 or Google tenant already exist?Current tenant administratorDomain registrarWho can provide domain/DNS access?Are personal email accounts being used for company work?Preferred email namingEmergency admin credential ownerWho on your side will hold the emergency account securely?License decisionsLicense and overage approverInvoice and accounts-payable contactHow should technology purchases be handled?

Approximate quantities and “not sure” answers are enough for the first plan.

Device split and quantitiesTablet decisionDevice ownershipHardware budget ceilingDo not enter payment-card information.Delivery and staging preferenceWho hands devices to new hires?Lost or unreturned device responsibilityImportant business systemsPrimary industry system or EHRAnything in Google Drive or another platform to migrate?Password manager

Finish with the people, support expectations, and kickoff blockers that Odyssey should resolve first.

Kickoff readiness

Where do the five common blockers stand?

“Need Odyssey’s help” is a useful answer.

Contract signatureBAA signer and dateLicense billing ownerDomain and DNS accessDevice and tablet decision

Anything else Odyssey should know?

I am authorized to submit this onboarding information for the company.I confirm this form contains no passwords, payment-card details, patient information, or other protected data.

Company and primary contact

Where do the five common blockers stand?