What information do we need to prepare before onboarding Voksha at our PT clinic?

For Physical Therapy Clinics

Onboarding goes faster if you walk in with a few things ready. First, your existing clinic phone number and a decision on forwarding approach: full-time forwarding, or conditional forwarding that only routes to Voksha when the front desk line is busy, unanswered past a set number of rings, or outside business hours. Second, calendar access, meaning whichever of Google Calendar, Outlook, or Calendly your therapists' availability lives in, along with a clear picture of how you want session buffers and minimum notice periods set (for example, 15 minutes between evaluations for documentation, or no same-day bookings after 3pm for new patients needing a longer intake). Third, your actual new patient intake questions written out as your front desk would ask them today: what you need to know about the injury, whether you require a physician referral before booking or can schedule pending one, and what insurance information you collect before the first visit versus what you verify separately. Fourth, a rough sense of your call patterns, when you get overwhelmed (morning check-in, lunch, after 5pm), and what currently happens to those calls, since this shapes whether you start with narrow overflow-only coverage or broader coverage from day one. Clinics that also handle physician referrals by fax should have a simple internal process ready for logging a new referral's patient name and number so it can be handed to Voksha as an outbound call task. None of this needs to be perfect on day one; most clinics refine the intake script and call routing rules after reviewing the first week or two of call transcripts.