Adding your company or location to use Patient Prism can be a very seamless and easy task.
We will outline the basics here and then describe them in more detail in different articles based on the type of onboarding that occurs.
- We will need to know the following:
- address of the location(s) you would like to add
- email address of who will sign the contract
- the main phone number for each location
- any contact people that should be added to the system and manage the onboarding process
- We will then send a contract to this designated person.
- Once signed, we will create the company/location within our system and add the contact people as Company Administrators.
- The Patient Prism onboarding team will then email the contact people and provide the Welcome Packet, how-to guides, and a link to schedule a Kick-Off Call so we can introduce you to the system and assist in onboarding.
- The most important part of the onboarding process will be creating and implementing tracking. These tracking numbers are what will allow our system to analyze your phone calls:
How to Decide on a Call Tracking Method
We recommend using marketing numbers:
Recommended Marketing Number Setup
- Once your Patient Prism numbers start receiving phone calls, your account will be live in Patient Prism.