Customer Onboarding Specialist

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Let us show you how Medicat’s world-class college health EHR solutions can make your work easier and more efficient, and let you focus on what’s most important — your students.

Medicat is the #1 EHR software provider and industry leader in College Health EHR with a reputation for outstanding support has helped Medicat earn a near 100% customer retention rate. Student health and counseling clinics use Medicat to support practice management, documentation, workflow automation, and the student experience, enabling providers to do what they do best – keep students healthy.

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Customer Onboarding SpecialistCustomer Support Analyst

Medicat seeks a charismatic Customer Onboarding Specialist to join a dynamic team dedicated to client satisfaction.

As a Customer Onboarding Specialist, you will play a crucial role in the successful implementation and onboarding of administrators and end users onto our EHR platform. You will be responsible for guiding clients through the onboarding process, ensuring a smooth transition from their existing systems to Medicat. Your expertise in healthcare workflows, system configurations, and effective communication will be key to driving client satisfaction and system adoption.

The role of the Customer Onboarding Specialist is to be responsible for onboarding, configuration, training, and revising clinical workflows to support the successful adoption of Medicat software. The position requires advanced knowledge of several systems, applications, and technology.

Client Onboarding:

• Following established processes, lead the onboarding process for new clients, ensuring a comprehensive understanding of their specific needs and requirements.
• Collaborate with clients to gather necessary data and facilitate the integration of their existing systems with our EHR platform.

System Configuration:

• Customize the EHR system to align with the unique workflows and preferences of each client.
• Troubleshoot and address configuration issues to optimize system performance.

Training and Support:

• Provide training sessions for end-users on the functionalities of the EHR system.
• Offer ongoing support to address client inquiries and concerns during the onboarding phase.

Documentation:

• Create and maintain comprehensive documentation of onboarding processes, configurations, and client-specific details.
• Collaborate with the Education team to update training materials and user guides.

Collaboration:

• Work closely with cross-functional teams, including sales, IT, and customer support, to ensure a cohesive and positive client experience.
• Communicate client feedback and insights to the product development team for continuous improvement.
• Identify at-risk implementations promptly and escalate to manager for further support as appropriate.
• 1+ years of EHR system experience
• Deep practical knowledge of clinic workflow
• Strong client relationship-building skills, including follow-through, tracking, and closure
• Excellent training (web-based and on-site) and presentation skills
• Excellent oral and written communication skills
• Ability to multi-task, prioritize, troubleshoot, and resolve issues
• Detail-oriented with excellent problem-solving abilities
• Ability to work independently and collaboratively in a team environment
• Clinical background (MA, Nurse, Counselor etc.) and/or experience in clinic administration and workflow
• Medicat end-user experience
• Experience with Zendesk and HubSpot
• Familiarity with interfaces (lab, pharmacy, immunization, etc.)
• Insurance billing experience

Medicat is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of responsibilities and qualifications. Management may revise the job description or require other tasks to be performed when the circumstances of the job change.

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© 2026 Medicat, LLC. All rights reserved.