Onboard your Practice in 4 Simple Steps

1. Tell Us About Your Practice

We ask you questions about how your practice works - what systems you use, your daily tasks, and how you like things done. This helps us understand exactly what you need.

2. Meet Your Perfect Genie

We pick a virtual admin manager who's the right fit for your practice. All our Genies are trained and experienced, so you'll get someone who knows how to help practices like yours.

3. Get Everything Ready

You'll have a video call to meet your new Genie and manager. We'll talk about your goals, answer your questions, and set up all your workflows so everything runs smoothly.