What is the onboarding process from signing to go-live?

TL;DR

After you sign the proposal, the HBAA and the DPA, we send onboarding templates to collect your SOPs. We build the agent, your team tests it and requests changes, then your line or channels are connected and it goes live. Your staff get portal training and one contact channel with our team.

How the 7-day pilot runs6 steps

1
Proposal, HBAA and DPA signed
2
Onboarding templates completed
3
Agent built and knowledge loaded
Call forwardingClinic knowledgeTest line
4
Team testing and changes
5
Line or channels connected, go live
After-hours calls answered
6
Portal training and review

1Setup, no IT project
Call forwardingClinic knowledgeTest line
2Seven nights live
After-hours calls answered
3ROI audit at the end
Calls answeredPatients capturedRevenue recovered

The full answer

Proposal, HBAA and DPA signed
Onboarding templates completed
Agent built and knowledge loaded
Team testing and changes
Line or channels connected, go live
Portal training and review

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Last reviewed 11 November 2026. Answers describe the service as it ships today; anything specific to your clinic is confirmed on the demo call.

# 7-day pilot period period: 7 days pilot: After-Hours # voice: nights, weekends, holidays timeline: day 0 setup no IT project day 1-7 live AI disclosed on every call day 8 roi audit answered · captured · recovered rules: disclosure, human on request, 998, no medical advice

What is the onboarding process from signing to go-live?

The full answer

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More in Pricing & pilot

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