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Contract signed and sales team hands clinic off to onboarding team
Onboarding specialist assigned to clinic
Establish a team lead to represent the clinic
Review SLA
Initial Call with onboarding specialist
Onboarding specialist learns about your business, takes notes about your expectations and features clinic would like to use most Establish Timeline for the project Establish any barriers to completion (renovations, vacations, hirings/firings, etc.) Establish a project lead in the clinic to work with onboarding agent Establish what the project lead can expect from onboarding specialist, the software, and the process. Establish a go live dateProject Plan
Confirm go live date
Configure settings in Clinicmaster to clinic needs
Basic Accounting setup
Create essential data elements
Service and categories Products and categories Basic case templates Practitioners and admin staff User login for all team Calendar tabs Security roles Webform templates and charting creation PDF templates creation Document templates creation Chart note phrase’s introductionCases & Treatment Plans Discussion & Overview
Other Custom Case Templates
Case Integrations/Regional Modules Integration setup (CNESST, HCAI, OHIP, Teleplan MSP and WSBC Telus eClaims)
Client portal
Referring channels
Integrations (physiotec, clover/bambora, cash drawers etc.)
Compensation setup
Gift certificate
Membership
Product management
Business-specific workflows
Tweaking Setups from Phase 3
Validation Reports
Revenue Reports
Monthly Reports
KPI & Analytics
Security Roles Revisited
Creation of Existing Client Cases
Meeting with clinic team lead and their accountant to review new accounting report format
Mock Day & Mini Setup Review
Final Setup Review (handoff to Stabilization team)
Internal handoff to Stabilization
Training Review
How to get help
How to use the help section
How to submit a ticket w/ ticket test
Update CRM contact if needed.
Feedback Collection
Call from Onboarding ManagerHand off to stabilization team for a happy life with Clinicmaster
Embark on a dynamic learning experience as you transition your clinic to Clinicmaster through live training sessions. Our immersive virtual interactions are tailor-made to empower you with a thorough grasp of the application's capabilities. A dedicated Clinicmaster agent will personally accompany you on this journey, unlocking the full potential of the platform for efficient healthcare practice management. With our hands-on guidance, you'll swiftly master Clinicmaster, gaining the expertise you need to optimize your clinic's operations and enhance patient care.
Discover a world of empowerment at your fingertips through our Clinicmaster training videos. Designed to enhance your software familiarity, our video library is tailored for users like you, eager to elevate their clinic management experience.
Delve into the platform's intricacies whenever you're ready. Our self-serve training tools empower you to learn on your terms.
Uncover the full scope of Clinicmaster's capabilities. From scheduling to charting, billing, and beyond, our informative videos cover it all.
Seamlessly adapt to Clinicmaster's offerings. Our training videos offer a flexible and convenient path to becoming a clinic management virtuoso.
Discover a world of empowerment at your fingertips through our Clinicmaster training videos. Designed to enhance your software familiarity, our video library is tailored for users like you, eager to elevate their clinic management experience.
Experience a seamless transition to Clinicmaster, ensuring a user-focused and beneficial journey for your clinic. Our dedicated customer support is your partner every step of the way, ready to address any challenges you might encounter. With Clinicmaster, you gain unlimited access to our expert support team. No matter the issue, our experts are here to guide you through the software, ensuring a streamlined and effective experience. We're at your service from 8 am to 8 pm, Monday to Friday, in both English and French.
Empower your clinic with our unwavering support, unlocking the full potential of Clinicmaster and elevating your clinic management processes. Your success is our priority, and we're here to make it happen.
At Clinicmaster, we are dedicated to transforming your clinic's journey towards success. Our team of seasoned business coaches, all with extensive backgrounds in the health field and clinic management, are here to guide you every step of the way. Collaborating closely with Clinicmaster users, our coaches provide invaluable insights, actionable strategies, and hands-on guidance, all tailored to supercharge your clinic's growth and efficiency. We understand the ins and outs of the healthcare industry, and we're committed to empowering you with the tools and knowledge you need to lead effectively and thrive.
Experience firsthand how Clinicmaster's personalized coaching can propel your clinic's performance, unlock your leadership potential, and strategically position you for unparalleled success. Let us help you achieve your business goals and realize outcomes that exceed your expectations.
Find the pricing plan that fits your clinic
