Next Steps

You are ready for the next step!!

Thanks for signing the contract and BAA.

We are super excited to get started supporting your practice.

Next Step: Fill out our setup docs form

Here are a couple of items we need to get started:

  • Clinician specialties
  • Call script
  • Info on fees/sliding scale
  • Location / Directions
  • Client set up process
  • Referral tracking spreadsheet
  • Local referral list

We will need the above information before you get matched with a Virtual Assistant.  We do this so you can get started right away and we are able to provide you services as soon as possible.

Here are some examples of the above items that you can use and modify to fit your practice, if you wish.

I will also be enrolling you in our Teachable course, The Virtual Advantage.  Please review the course, as it will help you get started with your Virtual Assistant.

I’m here to help you with any questions you have, so please let me know if you need help with anything.


Jamie Greule
Director of Details

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