How My Business Care Team Works
From first call to full integration in 2-3 weeks. Here's exactly how we become your patient acquisition team—without disrupting your practice.
TL;DR
Step 1: 30-minute discovery call to learn your practice. Step 2: We integrate with your EHR and train our team (3-5 days). Step 3: Soft launch with oversight. Step 4: Full go-live in 1-4 weeks depending on complexity. You don't lift a finger—we handle everything.
The Onboarding Process
Four simple steps to transform your patient intake operations.
Discovery Call
We start with a 30-minute call to understand your practice.
- Learn your specific workflows and patient types
- Identify your EHR/PM system and integration needs
- Understand your scheduling rules and preferences
- Document your phone handling protocols
- Discuss your growth goals and pain points
Integration Setup
We connect to your systems and train our team.
- Set up EHR/PM access for our team
- Configure phone system integration
- Build your custom protocol documentation
- Train team members on your specific workflows
- Test all integrations before going live
Soft Launch
We start handling calls with your team's oversight.
- Begin taking overflow and test calls
- Daily check-ins to refine processes
- Adjust protocols based on real scenarios
- Build familiarity with your patient base
- Identify edge cases and document solutions
Full Go-Live
We become your fully operational patient intake team.
- Handle all inbound patient calls
- Full appointment scheduling capability
- Recall and reactivation campaigns begin
- Dashboard access for real-time visibility
- Ongoing optimization and reporting
What You Get
Everything included in your My Business Care Team partnership.
Trained Healthcare Specialists
Your team arrives pre-trained on healthcare workflows, insurance verification, and your specific EHR system.
Real-Time Dashboard
See every call, appointment, and metric in real-time. Full visibility into your patient acquisition operations.
AI + Human Coverage
AI handles after-hours and overflow. Humans handle complex calls. You get the best of both worlds.
Direct EHR Integration
Appointments booked directly into your system. No message-taking, no callbacks required.
HIPAA Compliance Built-In
Full BAA, encrypted communications, and compliant data handling. Security isn't an add-on.
Outcome-Based Model
We succeed when you succeed. Our pricing aligns our incentives with your growth goals.
What We Need From You
Our goal is to minimize your involvement. Here's all we need:
We Integrate With Your Systems
Direct connection to your existing EHR/PM and phone systems.
Optometry
Dental
General
Getting Started FAQ
How fast can we get started?
Full team integration takes 1-4 weeks depending on your workflows and EHR complexity. Simple setups can go live in as little as one week.
How do you learn our specific workflows?
We start with a detailed discovery call to understand your practice. Then we shadow your current processes, document your protocols, and train our team on your specific needs before going live.
What EMR/PM systems do you work with?
We integrate with most major systems including Eyefinity, RevolutionEHR, Dentrix, Eaglesoft, Open Dental, ModMed, AdvancedMD, and many others. If you use it, we likely support it.
Ready to Get Started?
Book a discovery call to see how My Business Care Team can capture the revenue you're leaving on the table.
Schedule Discovery Call