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7-Day Onboarding Process

From Setup to Success in 7 Days

Our proven onboarding process integrates seamlessly into your existing workflow—no disruption, no complexity.

1
Days 1–2
2
Days 3–5
3
Days 6–7+
Proven Onboarding Process

Your Path to Efficiency

Most clinics are fully operational within one week with our streamlined onboarding process

1
Days 1–2

Clinic Assessment & Setup

Discovery call to understand your clinic workflow, patient volume, and pain points

Discovery call to understand your clinic workflow, patient volume, and pain points

Custom configuration of Cal.com, Zoho Invoice, and communication systems

Your dedicated virtual assistant is assigned and begins learning your practice

Deliverable: Fully configured systems, clinic-specific email and phone number

2
Days 3–5

Integration & Handover

VA shadows your current scheduling and billing processes

VA shadows your current scheduling and billing processes

Patient database migration and contact list setup

Training on your clinic's communication style, appointment types, and billing procedures

Deliverable: VA handling appointments, reminders, and basic billing independently

3
Days 6–7+

Live Operations & Optimization

VA fully operational, managing scheduling, patient communication, and invoicing

VA fully operational, managing scheduling, patient communication, and invoicing

Weekly performance reports tracking no-shows, billing aging, and appointment metrics

Continuous workflow refinement based on your feedback

Deliverable: 15–20 hours per week reclaimed, measurable operational improvements

Most clinics are fully operational with PrivadoCare+ within one week. We've refined this onboarding process across dozens of Canadian private practices—your dedicated VA isn't learning on the job; they're following a proven playbook tailored to your specialty. You'll have daily check-ins during the first week, then weekly reporting as your VA becomes embedded in your clinic's rhythm.

Complete Admin Support

Four Pillars of Operational Excellence

Your virtual assistant manages the critical areas that keep your clinic running efficiently

Smart Booking System

Seamless appointment scheduling with Cal.com integration

Patient Communication

Proactive appointment reminders and follow-ups

Secure Billing Management

Invoice processing through Zoho Invoice

Daily Admin Support

Intake form management and documentation

Performance Analytics

Weekly operational reports and metrics tracking

PHIPA Compliance

Healthcare-grade security and data protection

Ready to Transform Your Clinic Operations?

Start your 7-day integration process and begin reclaiming 15–20 hours per week.

Free clinic assessment • No long-term contracts • PHIPA compliant