Bellwether HealthClient portal with Juniper House
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Amira PatelMarketing Director, Bellwether Health

Onboarding

The retainer is onboarded. Two items for the employer brand video series are with you.

Onboarding hub, updated Sep 24, 2026
A client onboarding call on a laptop

Welcome to your onboarding hub

Everything Juniper House needs from Bellwether to run the fall retainer and the new employer brand video series, and what happens once you provide it. We keep this page current so the latest ask is never buried in email.

Kickoff inputs complete12 of 129 of 12 at the Aug 12 check
Workstreams open3since Aug 14
Waiting on you2video series items
Next checkOct 15first video review
Client
Bellwether Health
Client approver
Amira Patel
Onboarding lead
Zoe Hart, Juniper House
Account director
Noah Bishop, Juniper House
Claims reviewer
Grace Mendel, two day window
Live from the Dashboards app, readiness check Aug 12Open the full report

Start here

  1. Retainer signedDone
  2. Kickoff approvedAug 14
  3. Video series set upNow
  4. Next service lineReviewer cover

The retainer workstreams are fully onboarded. The open items belong to the video series change accepted on Sep 1 and to reviewer coverage for the next service line launch.

What we need from you

ItemWhat we needRequired byStatus
Interview listThe 6 staff interviewees for the employer brand videos, with a backup eachOct 2, 2026Waiting on you
Filming accessA named site contact and filming times at the main campusOct 6, 2026Waiting on you
Reviewer coverageA backup claims reviewer for the next service line launchBefore the launchRequested
Brand review rulesCurrent brand and claims rulesAug 14, 2026Complete
Live from the Dashboards appOpen the full report

Your Juniper House team

  • Zoe HartDelivery Lead, onboarding

    Access, inputs and the video schedule.

  • Noah BishopAccount Director

    Scope and changes, including the video series.

  • Amira PatelMarketing Director, Bellwether

    Named approver for plans, content and changes.

How an item moves through onboarding

  1. RequestedWe ask with a date
  2. Waiting on youIt is with your team
  3. ReadyYou have sent it
  4. VerifiedWe tested it ourselves

Verified means we tested the access or data ourselves, not only that it was sent. That is what completes an item.

Questions we hear most

Why is the video series onboarded separately?
It is a separate change with its own owner, estimate and due date, so the monthly deliverables and the strategy allocation stay as agreed.
Who can approve clinical content?
Only the named claims reviewer, Grace Mendel, within the two day review window. A backup is needed before the next service line launch.
How long does the video set up take?
About two weeks once the interview list and filming access are in. The first video review is planned for Oct 15.

The live page in FuseBase

This document as a FuseBase page, read-only from the Juniper House workspace. Changes made there appear here.
Open the page

Onboarding checklist

The video series items and reviewer coverage, with owners and dates. Tick items off as you send them.
Open in Onboarding

Private portal for Bellwether Health and Juniper House. Access by invitation.

Demo client portal. Juniper House, Bellwether Health, the people and every figure are fictional sample data. Built on FuseBase.