What clinic-specific information do I need to provide during onboarding?

For Chiropractors

Bring the same information you'd hand a new front desk hire on their first day. That includes your full appointment type list with standard durations, new patient consult and exam, routine adjustment, re-exam, therapy or rehab session, X-ray if done in-house, each provider's schedule and which appointment types they handle, and your policy on same-day acute pain slots, since chiropractic offices commonly hold a few open slots specifically for walk-in-level urgency. You'll also define your PI intake questions, accident date, type of accident, whether police or a medical report exists, whether an attorney is already involved, and lien or letter of protection process, so Voksha captures a complete case file rather than a name and callback number. For insurance, you'll provide your accepted carriers and any coverage nuances specific to chiropractic care, since many plans cap visit counts or require a referral, and Medicare specifically only covers chiropractic manipulative treatment for documented subluxation, not the exam or X-rays, which is worth flagging so front desk or Voksha can set expectations correctly with Medicare patients. Finally, you'll provide login or API access to your practice management system, ChiroTouch, Platinum System, Genesis, or Jane App, so bookings and new patient records flow directly into your existing system. Most of this can be pulled from your current new patient paperwork and provider schedule rather than built from scratch, and your office manager is usually the right person to walk through it during the onboarding call.