Become a Customer

Our streamlined conversion process is designed to make your transition to H. D. Smith as smooth as possible. The phases below are customized to respond to each customer’s unique needs.


  • Consult with H. D. Smith Sales Representative
  • Complete New Account documents
  • Provide required documents such as licenses, CSOS registration and usage report
  • Receive account approval

  • Key contact meetings
  • Account set up completed
  • Inventory confirmed
  • Access to Member Portal created
  • EDI communications established

  • Pricing files confirmed
  • Install hardware/software
  • Train pharmacy staff (ongoing)
  • Receive Welcome to H. D. Smith informational packet
  • Confirm delivery set up
  • Test delivery completed
  • Go Live 
Become a Customer Get Started