Onboarding

How to Get the Most from Cortico

Cortico clinics have some really impressive stories and results, and we want that for you too! So I want to explain how the most successful clinics approached onboarding.

Getting Started with Cortico

High-level summary of steps to get started with Cortico

Phase 1: CONNECT

Connect with your Oscar EMR and Cortico

Step 1.1: Get connected with your Oscar EMR

Create a new administrator account for Cortico to set up the online booking system for you

Getting started with Cortico for OSCAR EMR users

Allowing Cortico to access your Juno EMR

Step 1.2: Set up billing information

Set up recurring payments for you for the monthly SaaS (Software-as-a-Service) fee

Phase 2: ONBOARDING

Set up the online booking system

Cortico EMR Integration

Cortico has many features that integrate with your EMR

PHASE 3: LAUNCH

Steps to take as we prepare to go live!

Step 3.1: Test your booking system

Prepare to go live

Step 3.2: Start Booking Patients in Cortico

Add the Cortico Link in your clinic voicemail and website!

After Launch: What's Next?

What happens after we go live in Step 3.2?

Payment Onboarding

Set up your clinic's Square account

AI automation onboarding

A summary of steps to set up AI automation features