Head Office Functionality - Welcome & Onboarding Overview

Onboarding Prerequisite Checklist

Before proceeding with the steps outlined below, the following essential onboarding tasks should have been successfully completed and actioned with your Deltera contact:

• Order Form: Reviewed and digitally signed the Order Form sent via Adobe.
• Payment Mandate: Completed the direct debit mandate for the collection of monthly payments throughout the Term.

Note: We can only accept a single direct debit payment per group of pharmacies; upfront payments are accepted for groups with multiple subsidiaries.

• Brand Assets: Ensure you have sent your company logo to your Deltera contact. This will be used to brand your patient-facing pre-screens on your website and across all in-pharmacy customer journeys.
• Service Verification: Confirm the specific clinical services available at each of your locations. For example, we need to know which of your pharmacies are registered Yellow Fever Vaccination Centres so we can enable the correct clinical logic for those branches.

Your Head Office Account Setup

We have now established and configured your group Head Office account. This account serves as the central hub where:

• Organisation Mapping: Your pharmacy locations are grouped and managed in one place.
• Administrative Controls: Various settings, pricing, and user permissions are available for you to administer globally.
• Data Oversight: Access clinical data, prescriptions, and audit logs for your entire group.

Your Deltera contact will provide support and guidance as you work through the detailed Onboarding Steps outlined in the following sections of this guide.

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