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Client Onboarding
13
Questions
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1
Office Information
Practice Name
Please enter your email
Please enter your office phone number
Please enter your What'sApp Number (if different)
Please Select
Text
E-Mail
What'sApp
Please Select
Please Select
Text
E-Mail
What'sApp
Preferred Method of Contact
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2
Main Contact Information
Full Name
Please enter your email
Please enter your phone
What'sApp Number?
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3
Practice Email Credentials
Detail email provider and login credentials
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4
Practice Phone Credentials
Detail phone provider and login credentials
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5
Practice Management System
Ex: Onward Vet, DaySmart Vet, Vetstoria, etc with login credentials
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6
Set Service Expectations
Clarify expectations for completing tasks, desired scripting, etc.
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7
Practice Hours & Coverage
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8
Have you signed the HIPAA Agreement?
YES
NO
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9
Have you signed the Business Associate Agreement?
YES
NO
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10
Attachments
Please attach any relevant documents.
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
Browse Files
Please include any attachments (e.g., logo, mission statement, annual report, etc.) that would help us better understand your company's needs.
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11
Date to Go Live!
-
Date
Month
Day
Year
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12
How did you hear about us?
Referral
Direct Mail
Online Advertisement
Demo Call
Convention or Event
Other
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13
Your Note
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