We’ve mapped every milestone that each prospective client goes through on the journey to become a new therapy client at your practice into the Practice Axis Intake Navigator. You’ll receive your own Intake Navigator to customize for your practice. This will serve as the  Standard Operating Procedure manual for your intake process which is used to train all current and future members of your current Client Care Team.

Your practice will be assigned to an Onboarding Specialist who will be your guide throughout the entire program as you work through the material at your own pace. In addition, our Support Team will be working with you via email to answer questions and set up your CRM. You will receive a dynamic checklist with a schedule of set-up activities, and videos. Your practice will have 3 training calls with your dedicated onboarding specialist. As soon as you go live, you’ll have access to our weekly “Launch Squad” Q&A Sessions throughout your program.

The program includes two months of subscription to the Practice Axis CRM. All CRM features are included in each of our 3 subscription tiers, which are based on your practice size and include additional users for larger practices. One user seat includes a unique username and password for that team member and the ability to assign tasks and send direct email messages to that team member. Typically a user account is assigned for the Practice Owner, Biller & Client Care Coordinator.