Automated Accolent ERP Practice Onboarding
When a new practice submits a signup form, WebRun opens Accolent ERP and creates a pending account with the practice's details, opens DocuSign and prefills the onboarding agreement and tax exempt form without sending it, then posts your onboarding coordinator a Slack checklist naming exactly what is still outstanding before the account can go live.
How do I onboard a new medical or dental practice account without missing a required document?
When a new practice submits a signup form, WebRun creates a pending account in Accolent ERP with their details, prefills an onboarding agreement in DocuSign without sending it, and posts your onboarding coordinator a Slack checklist naming exactly what is still outstanding, such as a signed agreement or resale certificate, so no new account goes live with a missing step.
- New practice accounts start with a complete checklist instead of a scramble for documents
- Onboarding agreements are prefilled and ready the same day a practice signs up
- Nothing goes live until a human confirms every required document is in
Built for medical supply distributors · dental supply distributors · onboarding coordinators · distributor sales operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
adssolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Accolent ERP - create the new account shell
adssolutions.com
WebRun opens Accolent ERP to create the new account shell. - Open Accolent ERP and create a new customer account with the practice name, address, and contact from the signup form
- Set the account status to pending verification
- Record the practice type, such as dental, medical, or veterinary, submitted on the form
Done when A pending account exists in Accolent ERP with the practice's basic details.
-
2
DocuSign - draft the onboarding agreement
docusign.com
WebRun opens DocuSign to draft the onboarding agreement. - Open DocuSign and start an envelope from the practice onboarding template
- Prefill the practice name, address, and billing contact
- Leave the envelope as a draft. Do not send it to the practice
Done when A prefilled onboarding envelope is ready in DocuSign, unsent.
-
3
Slack - checklist the onboarding coordinator
slack.com
WebRun opens Slack to checklist the onboarding coordinator. - Post a checklist to the onboarding channel naming the new practice and what is still required, such as a signed agreement, resale certificate, DEA number for controlled substances, and a credit reference
- Tag the onboarding coordinator
- Leave sending the envelope and finishing setup to the team
Done when The onboarding coordinator has a Slack checklist and the draft envelope is ready for their review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will WebRun send the onboarding agreement to the new practice on its own?
No. WebRun drafts the agreement and tax exempt form in DocuSign and leaves the envelope unsent. Sending it to the practice is left for your onboarding coordinator.
What if the practice needs a DEA registration for controlled substances?
The Slack checklist flags it as a required item so the coordinator can request the registration before the account is approved to order controlled items.
How does it know the account is ready to go live?
It does not decide that on its own. It only tracks what is outstanding, and the account is switched from pending to active by your team once every required document is in.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.