Onboarding Questionnaire
Contact Information
Full Name
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Is this a What'sApp Number?
*
Please Select
Yes
No
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Practice Information
Practice Name
*
Email Credentials
*
Email provider and login information
Phone System Credentials
*
Phone system provider and login information
Practice Management System
*
Ex: ChiroTouch, Kareo, ChiroSpring, ChiroFusion, etc with login credentials
Practice Insurance Status
*
Provide information on insurances accepted by the practice
Practice Hours
*
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Service Expectations
Service Expectations
*
Clarify expectations for completing tasks: Insurance verifications, confirmation calls, outbound marketing lead calls, etc.
Service Coverage Hours
*
Clarify the hours you want your virtual assistants to work
Date to Go Live!
*
-
Month
-
Day
Year
Select your ideal date for us to start
Additional Instructions
Did we miss anything? Include it here!
Attachments
Browse Files
Drag and drop files here
Choose a file
Please include any attachments (e.g., scripting, insurance lists, appointment policies, etc.) that would help us better.
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