New Member Setup Form

Setup Documents

We will need the following information before we match you with a Virtual Assistant. This will allow you to get started right away and get the support your practice needs!

First Name

Last Name

Practice Contact Number

Personal Contact Number

Best way to contact you if your VA is sick

Work email

Phone call on personal cell

Personal email

Text on personal cell

Your Best Email

Your Website

Your Facebook Page and/or Instagram Profile

Practice Address

Address Line 1

Address Line 2

City

State

Zip Code

Personal Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Do you currently have a referral tracking document?

Yes

No

I have one, but would like to improve it!

Where does the referral tracking document live?

Google Drive

Excel Spreadsheet

Another Software

What software program are you using to track referrals?

Clinician Specialties

Upload Clinician Specialty Document

Choose File

Call Script (copy/paste)

Or, you can upload your call script document

Choose File

Info on Fees and Sliding Scale

Directions to Your Office & Google Maps link

Do you currently have a clear setup process for new clients?

Yes

No

I have one, but would like to improve it!

Intake Process Steps

Or upload your intake process workflow document here.

Choose File

Local Referrals

Or upload your local referral document here.

Choose File

Therapist Contact Info

What email software do you use?

Do you need help configuring an email address for your VA?

Yes

No

Maybe

What EHR do you use?

SimplePractice

TherapyNotes

TheraNest

Something Else

What phone system do you use?

Do you need help configuring your phone system for your VA?

Yes

No

Maybe

Anything else?

We are excited to start supporting your practice!

Setup Documents

Ready to get more done & have more fun?