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Onboarding Overview

Learn our onboarding process works once you sign up.

Updated over a year ago

This guide will walk you through our onboarding process, ensuring a smooth and seamless transition to Kubo Surgical.


Step 1: Complete the Onboarding Form

Provide key details about your practice to help us tailor the setup to your needs. See what data is required here.

Step 2: Review & Setup

Our team will review your submission and follow up within 2 business days. If we have any questions, we’ll reach out to ensure everything is clear.

Step 3: PMS Integration

We’ll coordinate with you to schedule your Practice Management Software (PMS) integration, connecting Kubo Surgical seamlessly with your workflow.

Step 4: Invite Your Team

Once the integration is complete, we’ll send out team invites. Each team member will have access to a guided training upon their first login.

Step 5: Start Using Kubo Surgical

With setup finalized, you’ll have full access to the platform, and your billing cycle will begin.


Need Help?

Our Customer Success Team is here to support you every step of the way. Reach out anytime.

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