Onboarding Form

Just like any in-house team member, a virtual assistant requires applied practice to become an effective part of your practice.

The first few weeks are critical for onboarding and integrating your new VA into your workflows and practice culture. During this time, focus on setting clear expectations, providing detailed guidance, and offering feedback.

Keep in mind that it typically takes 60-90 days for a virtual assistant to reach peak efficiency, so allow for this adjustment period as they become familiar with your systems, patients, and preferences. Patience and structured support during this time will pay off in long-term success.

It's important to understand the specific role you're filling and the skills or personality traits that will align with your practice.

Different tasks may require different skill sets, so it's essential to be realistic about what you need versus expecting to find a "unicorn" who can do it all.

A candidate with a strong skill set in detailed tasks, like eligibility benefits and billing will differ from a candidate with a strong skill set in patient communication, where you'll want someone who is personable and patient-focused.

Point of Contact

Tell us about the person who will be the day-to-day contact, conduct training, and oversight.
Full Name*
Title*
Email*
example@example.com
Phone Number
Please enter a valid phone number.

Practice Information

Information necessary for coordinating insurance eligibility, verification, etc.
Practice Name*
Group Chat Preference*
Email Credentials*
Email provider and login information
Phone System Credentials*
Phone system provider and login information
Fax Number & Credentials*
Fax provider and login information
Practice Management System*
Ex: Dentrix, Eaglesoft, OpenDental, etc and login information
Practice Insurance Status*
List of carriers accepted by practice and in-or-out of network statuses
Practice Hours*
Provide the office hours of your practice

Virtual Assistant Expectations

Information for us to source a candidate to meet your expectations
Tasks for your Virtual Assistant*

Insurance VerificationsInsurance ClaimsAnswering Inbound CallsConducting Outbound CallsRevenue Cycle ManagementOther
Virtual Assistant Work Schedule*
Virtual Assistant Work Schedule
Mon:
Tues:
Wed:
Thurs:
Fri:Clarify the hours you want your virtual assistants to work. You can change this at anytime.
Expectations of Success
Clarify your expectations and what would make us successful
Anticipated Start Date*

MonthDayYear
Select your ideal date for us to start
Additional Comments
Did we miss anything? Include it here!
Attachments

Please include any attachments (e.g., scripting, insurance lists, appointment policies, etc.) that would help us better.
Cancelof
Should be Empty:

Dentist Contact Information