User Information

User Accounts: Determine who on your team needs access to CRTX and be ready to add additional users. Each user will have their own username and password.

Website Information

Platform Details: Know the platform your website is built on (e.g., WordPress, Squarespace, custom HTML) to determine the best way to integrate the CRTX platform.

JavaScript Access: If embedding the CRTX widget, ensure you or your web developer can access the website’s header to embed the JavaScript code.

WordPress Plugin: If using WordPress, ensure you have access to install and configure plugins.

File Preparation for CRTX Agent

Training Documents: Prepare any documents you want to upload to train the CRTX Agent (FAQs, treatment details, patient guidelines). These can be in .pdf, .docx, .text, and JSON formats.

Marketing Integration Details

Google Ads & Analytics (GA4): Make sure you have admin access to your accounts and know the login credentials. Verify that you know your login credentials for both accounts.

Meta Ads (Facebook/Instagram): Ensure your Meta Business Account and Ads Manager are set up with admin access. Admin access to the Meta Ads account is required for integration.

Online Scheduling Calendar Setup

Appointment Availability: Review and prepare your practice's appointment availability, including preferred times, days, and any blocked-off periods.

Service Options: Make sure you have details ready for the types of appointments patients can schedule online (e.g., consultations, procedures, follow-ups).

Reminders & Confirmations: Consider how you want to handle appointment reminders and confirmation messages, including the timing and content for automation.

Virtual Consultation Setup (if applicable)

Preferences: Have any specific information ready about how you plan to conduct virtual consultations (e.g., preferred appointment times, consultation fees).

Communication Preferences

Email and SMS Templates: Prepare any pre-written email or text templates that your practice uses for lead follow-up or appointment confirmations.

Automation Preferences: Consider which stages in the patient journey (e.g., booking, no-show) you’d like to automate follow-ups for.

Lead and Patient Data (Optional)

Patient List (if migrating): If you are importing existing patient leads, ensure you have this data ready in a compatible format (CSV, Excel).

Lead Tags: Prepare a list of any custom tags you’d like to use for organizing leads (e.g., procedure, financing, etc.).

Key Questions or Goals

Key Questions or Concerns: Prepare any questions you may have about using the CRTX platform, integrating with your systems, or training the virtual assistant.

Practice-Specific Goals: Consider your practice’s goals for the platform (e.g., increasing patient acquisition, improving follow-up efficiency) so the onboarding specialist can tailor the session to your needs.