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Infographic Image Map

Phase-1 | Environment Setup

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Contract signed and sales team hands clinic off to onboarding team

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Onboarding specialist assigned to clinic

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Establish a team lead to represent the clinic

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Review SLA

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Initial Call with onboarding specialist

  • checkmark Onboarding specialist learns about your business, takes notes about your expectations and features clinic would like to use most
  • checkmark Establish Timeline for the project
  • checkmark Establish any barriers to completion (renovations, vacations, hirings/firings, etc.)
  • checkmark Establish a project lead in the clinic to work with onboarding agent
  • checkmark Establish what the project lead can expect from onboarding specialist, the software, and the process.
  • checkmark Establish a go live date
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Project Plan

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Confirm go live date

Phase-2 | Client Entry of Data

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Configure settings in Clinicmaster to clinic needs

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Basic Accounting setup

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Create essential data elements

  • checkmark Service and categories
  • checkmark Products and categories
  • checkmark Basic case templates
  • checkmark Practitioners and admin staff
  • checkmark User login for all team Calendar tabs
  • checkmark Security roles
  • checkmark Webform templates and charting creation
  • checkmark PDF templates creation
  • checkmark Document templates creation
  • checkmark Chart note phrase’s introduction

Phase-3 | Custom Elements Setup

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Cases & Treatment Plans Discussion & Overview

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Other Custom Case Templates

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Case Integrations/Regional Modules Integration setup (CNESST, HCAI, OHIP, Teleplan MSP and WSBC Telus eClaims)

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Client portal

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Referring channels

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Integrations (physiotec, clover/bambora, cash drawers etc.)

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Compensation setup

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Gift certificate

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Membership

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Product management

Phase-4 | Workflows & Reports

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Business-specific workflows

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Tweaking Setups from Phase 3

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Validation Reports

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Revenue Reports

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Monthly Reports

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KPI & Analytics

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Security Roles Revisited

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Creation of Existing Client Cases

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Meeting with clinic team lead and their accountant to review new accounting report format

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Mock Day & Mini Setup Review

Phase-5 | Setup Review & Cleanup

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Final Setup Review (handoff to Stabilization team)

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Internal handoff to Stabilization

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Training Review

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How to get help

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How to use the help section

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How to submit a ticket w/ ticket test

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Update CRM contact if needed.

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Feedback Collection

  • checkmark Call from Onboarding Manager
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Hand off to stabilization team for a happy life with Clinicmaster

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Onboarding with Live Training Sessions

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.

Master Clinicmaster
with Ease with Training Videos!

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.

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Explore at Your Pace

Delve into the platform's intricacies whenever you're ready. Our self-serve training tools empower you to learn on your terms.

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Comprehensive Insights

Uncover the full scope of Clinicmaster's capabilities. From scheduling to charting, billing, and beyond, our informative videos cover it all.

effortless-mastery

Effortless Mastery

Seamlessly adapt to Clinicmaster's offerings. Our training videos offer a flexible and convenient path to becoming a clinic management virtuoso.

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Unlock the Power of Knowledge

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.

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Seamless Transition and Unlimited Support for Your Clinic

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.

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Advance Your Clinic with Clinicmaster's Expert Coaching

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.

Tell us about your clinic!

Find the plan that fits you.

Answer a few questions to learn more about the specific benefits that can help you manage your business.

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