Physical Therapy Software Onboarding Checklist
Complete this checklist to help us set up your physical therapy software efficiently.
Clinic or Practice Name
*
Primary Contact Name
*
First Name
Last Name
Primary Contact Email Address
*
example@example.com
Primary Contact Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Role of Primary Contact
*
Please Select
Owner/Director
Practice Manager
Lead Therapist
IT/Technical Staff
Other
Number of Staff Members to Onboard
*
Current Practice Management Software (if any)
*
Please Select
None
WebPT
Clinicient
TheraOffice
Other
Do you require data migration from your current software?
*
Yes
No
Available Hardware for Software Use
*
Desktop Computers
Laptops
Tablets/iPads
Smartphones
Other
Preferred Training Method
*
Live Online Session
Recorded Tutorials
Onsite Training
Documentation Only
Which features are most important for your practice? (Select up to 3)
*
Scheduling & Appointments
Billing & Invoicing
Patient Documentation
Telehealth Integration
Reporting & Analytics
Patient Portal
Other
Additional Comments or Special Requirements
Submit Checklist
Should be Empty: