Onboarding

Onboarding is a set of switches, not a training course.

A segment goes from unavailable to fully navigable in five steps. Four of them are done once, by us and your sales management. The fifth is a rep tapping the segments they work in.

The five steps

From approval to a working segment

1
Your national admin, with RepHQ

Your segments are agreed and switched on

You decide which segments your team sells into; RepHQ switches them on against your company record. Every rep then sees that set and nothing else — choose Hip Primary, Knee Primary and Shoulder and that is exactly what appears.

2
RepHQ + your marketing team

Your catalogue loads into each segment

Implants, ODEP ratings, operative techniques, sizing charts, nursing packs and publications are loaded into each of your segments, so a rep opening Shoulder sees your shoulder portfolio, not a generic list.

3
Your sales management

Territories and hospitals mapped

Each rep selects the hospitals they are accountable for on first install. Territory volume is then calculated from registry data for your segments only.

4
Each rep, once

Reps pick the segments they work in

The rep chooses their own segments from your company's set. The selection is clamped to that set — drop a segment and it disappears from their view automatically.

5
Automatic

Data, navigation and share light up

Home tile, market table, hospital view, resources and admin drill-down all filter to the chosen segments from that moment. Nothing else has to be configured.

Governance

Who can switch what on

RoleCan doDefault reporting scope
National adminSees every segment the company has taken, manages regional admins, sets the segment set with RepHQUK national
Regional adminSees your segments across their granted territories, validates rep-entered volumesRegion
RepSelects their own segments from your company's set, records preferences and visitsTheir territory
Scope override. A manager can view a lower level without losing their own — a national admin looking at one rep's patch sees that patch, not a national number rescaled. Rep-facing surfaces always force territory scope so the view a rep sees is the view their manager discusses with them.
Day one

What a rep sees the first time they open an onboarded segment

  • Only their segments. The picker shows your company's set; their own selection filters everything below it.
  • Registry volume already loaded. Every accountable hospital and surgeon arrives with procedure volume attached — nothing to type in.
  • Your catalogue, not a generic one. Implants, techniques, sizing and packs for that segment are your company's.
  • A worklist, not a blank page. Surgeons with recorded volume and no captured preference are ranked and ready to work.
  • Everything the last rep recorded. Territory continuity means an onboarded segment on an existing patch opens with its full history.

Adding a segment later

There is no migration and no reinstall. Your national admin asks for the segment, we switch it on, and it appears in every affected rep's picker on their next sync — with registry volume, catalogue and resources already in place. Removing a segment works the same way in reverse: rep selections re-clamp automatically and recorded data is retained against your company.

Data quality built into capture

Volume entries are checked against the prior registry year with a tolerance band; larger differences route to a manager for a quick validation rather than blocking the rep. Preference capture asks only what the catalogue cannot already infer — fixation type, site volumes — as one-tap prompts, never forms.

Onboard one segment and see it work.

Most companies start with a single segment on a single territory. It is a complete deployment, and adding the next one is an approval, not a project.

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