This guide introduces the Individual User Onboarding method for Canvas App partners. This is a streamlined, self-service flow for onboarding solo users directly into your application via Vim—ideal for products aimed at individual clinicians or solo practitioners.
What Is Individual User Onboarding?
Individual onboarding allows individual users to sign up and integrate your Canvas App through Vim without any practice-level setup. Instead of being grouped under a practice, users are treated as standalone participants.
Key Benefits
- Zero Setup Required – No IT lift or involvement from practices.
- User-Level Visibility – Users appear as individual entities in your system.
- No Practice Management Needed – You don’t need to manage practice rosters or roles.
- Fast Time-to-Use – The flow is lightweight and quick, ideal for solo users.
How It Works
Step 1: Request Activation
Contact your Vim Success Manager to enable the individual onboarding flow for your app. Activation typically takes about one business day.
Step 2: Distribute the Onboarding Link
Once activated, you'll receive a unique link you can share via:
- Website
- Newsletters
- Direct outreach (email, SMS, ads)
Link Format:
https://signup.getvim.com/?applicationId=<your-app-id>&campaignId=<your-campaign-id>
- applicationId: Your Canvas App ID (available via Vim Console)
- campaignId: Optional ID to track performance by campaign source
Onboarding Flow: User Journey
1. Signup
- Landing Page: Explains the value of integrating with Vim
- EHR Selection: User selects their EHR. If unsupported, they’re offered email notification.
- Account Email: User enters their work email
- Email Confirmation: User verifies their identity
- Profile Info: Short form to collect basic account details
2. Installation
- Instructions Page: Tailored instructions based on EHR type:
- Chrome Extension (e.g. Athena, Practice Fusion)
- MSI Installer (e.g. eClinicalWorks)
- MSI will be offered only when installation is done on a Windows machine. In a mac machine, Chrome extension would be offered.
- Installer Steps:
- Extension: Redirect to Chrome Web Store
- MSI: Download and install Windows package
3. Login to EHR
- Once logged in, Vim recognizes the new user and activates their account.
- This is a solo account, not tied to a practice.
- These users will not have access to the Vim Console.
What About Existing Users?
If a user is already part of the Vim network:
- Individual Account: Redirected to app page in Canvas marketplace to approve install
- Practice Account: Prompted to continue via marketplace; app install options follow the practice’s existing policies (auto-add vs. request approval)
Users who already have Vim installed will skip the signup steps and go directly to EHR login.
Dashboards & Reporting
To be defined. Reporting capabilities for individual onboarding campaigns are currently in development.