Quickstart Guide

Onboarding a new practice

Whether you’re starting a new medical billing company or expanding your business, first impressions matter. How you onboard a new practice sets the tone for the rest of your client relationship. By gathering accurate and complete details in one simple document, you can onboard practices faster and minimize follow-up—so practices can spend more time on what matters most: their patients. Use this Quickstart Guide to onboard new clients and collect practice information without missing a beat.