ChiroHD Onboarding Checklist

Please use the following checklist as a general guide to ensure you haven't missed any important steps in your Onboarding process.
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🔲 Log in to your ChiroHD system

🔲 Attend your ChiroHD Welcome Call

🔲 Start your ChiroHD Academy Setup Learning Plan and build along the way. The Setup Learning Plan is your ultimate step-by-step checklist!

🔲 PAUSE at the Proactive Action Items lesson in the ChiroHD Academy Setup Learning Plan to perform the following applicable pro-active outreach:

🔲 SKED - If you are using, or will be using SKED for texting and reminders, you should have received a SKED Welcome Email. Schedule your SKED Welcome Call to initiate the process and follow the requested steps provided in the email.

🔲 Twilio - If you will be using our internal texting service instead of SKED, start the registration process cited in the Proactive Action Items lesson

🔲 Merchant Service Provider - If you are looking to use one of our integrated merchant providers, reach out to Fortis or Cash Practice to initiate or transfer your account.

🔲 Clearinghouse - If you take insurance and are looking to use one of our integrated clearinghouses, reach out to Office Ally or Trizetto to initiate or transfer your account.

🔲 Custom Paperwork - If you're interested in customized intake forms, email your PDFs to [email protected] for a build quote

🔲 Attend your SKED Welcome Call (if applicable)

🔲 Attend your ChiroHD Pre-Migration Call (if you are migrating from a legacy EHR)

🔲 If you are migrating from a legacy EHR, review your Migration-specific knowledge-base article (KBA) with your team. The KBA is provided during your Pre-Migration call.

🔲 Complete the ChiroHD Academy Setup Learning Plans

🔲 Attend your SKED Onboarding calls (if applicable)

🔲 Begin ChiroHD Academy Essential Learning Plans and distribute the curriculum to your team as well!

🔲 Attend your Q&A call(s)

🔲 Complete ChiroHD Academy Essential Learning Plans

🔲 If you are migrating from a legacy EHR, send your migration files and passwords to the Migration team 48 hours before your scheduled migration

🔲 Migration complete (if applicable)

🔲 Perform any post-migration action items listed in your Migration KBA (if applicable)

🔲 Go Live & start seeing patients in the system!!! 🥳

🔲 Attend your Post-Live Q&A(s)

YOU DID IT!!! 🎉🎉🎉

Bonus Points:

🔲 Rewatch the ChiroHD Academy after you're live. The real customization starts after you've had a chance to get to know the system!