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Tell us about your practice so we can tailor the program. We will schedule onboarding and share agreements for review.

Practice name, specialties, locations, and EHR are collected. This information guides configuration and training plans.

Primary contacts for clinical and billing are established. Communication channels are aligned to your team's workflow.

We provide a draft BAA and services agreement for signature. Legal review can proceed while build prep begins.

Security & Go-Live

We implement safeguards before access is granted and keep them current. A simple timeline makes rollout clear and predictable for everyone.

Least-privilege roles, MFA where supported, and quick revocation. Access is audited and reviewed regularly.

Discovery, build, pilot, then expand with milestones and owners. We track progress and surface blockers early.

Ticketing and scheduled reviews keep operations smooth. Decisions and updates are documented transparently.