Provisioning Journey

End-to-end flow: SaaS subscription → payment → welcome email → account ID delivery → setup wizard · 0 customers · Real data from FinCustomerMaster, PlatformLicense, Quote, ARInvoice, Payment

SubscribeCustomer selects SaaS license

PaymentStripe checkout — card processed

Payment ReceiptConfirmation email with Stripe receipt

Welcome EmailDealGuaranty sends welcome with account IDs

Account ID DeliveredOwner receives Account ID (ACC-XXX-0000001)

License ActivationOwner clicks activation link

Entity SetupOwner configures legal entities, COA

Users & StaffInvite staff, assign roles

Roles & RBACAssign roles, screen access, PHI

Security SetupRLS, FLS, BAA/DPIA

Assets & FinancialsUpload financials, compliance

Transactions Ready3-way recon passed — go-live gate

Staff SchedulingDoctor availability, slots

Patient FlowRegistration, journey, check-in

Clinical DocumentationConsultations, notes, orders, Rx

Follow-Up & PortalFollow-up, MyCare Portal

No provisioned healthcare customers found. Provision customers first.

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Provisioning Journey

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Provisioning Journey

Find Deals. Guarantee Prices.
Build Commerce.