Doc Navigation

  • Getting Started
  • briefcaseProcesses
    • Hexio - Shipping
    • Hexio - Returns
    • Hexio - Billing
  • briefcaseCustomer Service
    • Doc Chase
    • Chart Notes
    • Inbound Customer Service
    • Welcome Calls
    • Wellness Check (After Delivery)
    • Leaving a Voicemail
    • Other Patient Calls
    • Important Tips
  • KTO Services
    • Verification
    • Rechecking
    • PCP Check / Faxing
    • Approvals
    • Calling
    • Reports
    • Issues
    • Misc / Tools
    • QA Guidelines
  • Hexio
    • Shipping
    • Returns
    • Billing
    • Back Office / POs / Inventory
    • Misc Calling Scripts
  • Sales
    • Hexio Sales
    • KTO Sales
    • Ortho Sales
    • Genetic Sales
    • Other Sales
    • Rebuttals in General
  • Support
    • Tech
    • Telecom
    • Misc
  • Technical
    • Office Tech
    • VICI
    • Other
  • Other Processes
    • Job Descriptions
    • Process 2
    • Process 3

New Client Onboarding

  • New client fills out online form
  • Create platform access. (duplicate template, change links in header, and change filters in all files.)
  • Pricing
  • Calling
  • Login Credentials
  • Overview / Training of Platform.
  • Order Form
  • Requesting a Return Label
  • Clients welcome pack needs to be sent to us.

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