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

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

Step 2.1: Set up Cortico Instance

Step 2.2: Cortico Settings

Provide us with the information to customize the patient experience on Cortico.

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!

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.

Step 1.1: Get connected with your Avaros EMR

Payment Onboarding

Set up your clinic's Square account

Accuro EMR - Getting Started with Cortico

High-level summary of steps to get started with Cortico

AI automation onboarding

A summary of steps to set up AI automation features