Pilot Onboarding Guide

Launch in 14 Days

Everything you need to know about your Waitline pilot. What we provide, what you provide, and the exact timeline to go live.

What You Receive

Full System Access

Everything included in your pilot — no hidden costs or surprise add-ons.

Public Board

Branded, responsive patient-facing display showing live wait estimates and reassurance messaging. Ready for lobby TVs, website embeds, or mobile access.

Crowd Meter Widget

Embeddable crunch-style indicator showing current capacity at a glance. Works on any website with a simple iframe.

Admin Dashboard

Intuitive control panel for staff to update wait times, crowd levels, and banners. Changes sync everywhere in ~15 seconds.

SMS Notifications

Opt-in text updates for patients with START/STOP compliance built in. Reduces anxiety and repeat questions.

Dedicated Support

Direct access to our team throughout the pilot. Slack channel or email — your choice. Response within 4 hours.

Analytics Dashboard

Basic usage metrics and audit trail. Track page views, subscriber counts, and admin activity.

What We Need From You

Minimal Requirements

Low-lift implementation. No IT projects, no EHR integration, no complex procurement.

Facility Information

Location name, address, and timezone. Your branding colors and logo (optional).

Pilot Leads (1-2)

Designated contacts who will coordinate training and gather feedback. Typically a charge nurse and ops lead.

SMS Number Decision

Choose to use our shared number or provision a dedicated number for your facility.

30 Minutes for Setup Call

Brief configuration call to set up your account, walk through the admin, and answer questions.

Display Location

Where will patients see the board? Lobby TV URL, website embed location, or QR code placement.

Feedback During Pilot

Bi-weekly check-ins (15 min) to share what's working and what needs adjustment.

14-Day Timeline

From Zero to Live

Step-by-step integration flow from contract to patient-facing launch.

Day 1-2

Configuration

Account setup, branding applied, location configured. Admin credentials created.

Day 3-4

Staff Training

15-minute walkthrough with pilot leads. How to update wait times, change banners, view audit log.

Day 5-7

Soft Launch

Go live with staff only. Test all flows, verify display locations, adjust as needed.

Week 2

Patient-Facing Launch

Public board visible to patients. SMS opt-in enabled. Monitor feedback.

Week 2-4

Iteration

Bi-weekly check-ins. Adjust messaging, timing, display placement based on real feedback.

Day 14

Results Review

Review metrics, gather qualitative feedback, discuss subscription conversion.

Security & Compliance

Secure by Design

No PHI, no EHR integration, no security headaches.

No PHI Collection

Waitline never collects, stores, or displays Protected Health Information. Phone numbers are opt-in only.

SOC 2 Infrastructure

Enterprise-grade cloud hosting with encryption at rest and in transit. Regular security assessments.

Access Controls

Role-based permissions ensure only authorized staff can make updates. Full audit trail of all changes.

EHR Independent

Zero integration with clinical systems. No HIPAA BAA required for the transparency layer.

Support & Monitoring

We're With You

4-Hour Response

Direct support during business hours. Urgent issues escalated immediately.

Proactive Monitoring

We monitor uptime, error rates, and usage. Issues caught before you notice.

Bi-Weekly Check-ins

15-minute calls to review feedback, adjust configuration, plan improvements.

Ready to start your pilot?

14 days from contract to live. No long-term commitment required.

Important: Waitline is not medical advice. If you think you're experiencing an emergency, call 911.