Onboarding

From signed to fully covered in about a week

Nothing in your systems is touched until the agreement and BAA are signed. After that, six steps — then weekly check-ins through your first month.

The six steps

Two before you sign, four in the week after.

1 · Before you sign
Intro call
Twenty minutes on your EMR, phone setup, fax, payer mix, weekly visit volume and where your admin time goes.
2 · Signing
Agreement and BAA
The services agreement, a business associate agreement and the setup fee. Nothing in your systems is touched before all three are in.
3 · Days 1–2
Kickoff
A short intake form and a kickoff call: your providers, systems, payers, labs and specialists. We agree the first three problems to fix — usually the inbox backlog, unreturned calls and open referrals.
4 · Days 2–5
Access and phones
You create named logins for us, each with multi-factor sign-in. Never shared credentials. Your line forwards to our system; your number and carrier stay the same, and forwarding reverses in minutes.
5 · Days 3–5
Your playbook
A short written playbook you sign off: what counts as urgent and how we reach you, your refill protocol, how results, referrals, prior auths and scheduling are handled.
6 · About day 7
Go live
Midweek, never a Monday or Friday. Day one clears or triages the backlog, and anything clinical reaches you by noon. Every day ends with a summary of what is waiting on you.

Day 3A ten-minute check-in: what is working, what to change in the playbook.
Day 5Your first weekly visit count, and a first-week report: backlog cleared, calls handled, referrals sent.
Through day 30A fifteen-minute check-in every week, then every two weeks after.
Day 30Your first monthly report, and the playbook adjusted to what we have learned.
Day 90A review before the minimum term ends: hours saved, calls handled, website results.

Targets we report against, every month.

Neither of these holds up go-live.

Your website, in the first month
Week one we gather your logo, bios, services, insurances and booking link. Drafts follow in week two, one round of revisions and your Google Business Profile in week three, and launch in week four.
In-home draws, set up
We add your practice to the ordering workflow: how orders are sent, which reference lab you use, and where results go.

Term: A three-month minimum, then month to month with 30 days’ written notice.
On exit: Our logins removed, your phone forwarding returned, your website and domain handed back.
Fee structure: A one-time setup fee, a monthly base per provider, and a fee for each completed visit. Billing, if you add it, is a percentage of collections.

Written into the services agreement every practice signs.

Your EMR, your phones, and where your admin time goes.