To ensure a smooth onboarding process with Kubo Surgical, we require specific data about your practice, staff, and systems. Below is a detailed guide to help you prepare the necessary information.
Practice Information
We need the following details to set up your practice in our system:
Practice Name: Official name of your practice.
Invoice Email: Email address to receive invoices and billing notifications. By default, we use the email used for sign up.
Office Details
If you operate multiple offices, you will provide details for each:
Office Name: Name of each office location.
Address: Full address for each office.
Phone Number: Contact number for each office.
Fax Number: (Optional) Fax number if applicable.
Timezone: Specify the timezone for each location.
Providers
Include all healthcare providers at your practice:
Name: Full name of each provider.
Email: Email address for login.
Type: Specify the provider's specialty, e.g., Oral Surgeon, Periodontist, Hygienist, etc.
Assistants
List all surgical assistants working with the practice:
Name: Full name of each assistant.
Email: Email address for login.
Staff
Include all non-clinical staff members:
Name: Full name of each staff member.
Email: Email address for login.
Type: Specify role, e.g., Practice Admin, Office Manager, etc.
Implants
Provide a list of implant companies used by your practice.
Example: Nobel Biocare, Straumann, Zimmer, etc.
Consent Forms
Upload your patient consent forms in one of the following formats: Word (.docx), Text (.txt), or PDF (.pdf). Please ensure these forms:
Are not signed by patients yet.
Are complete and ready for use in the platform.
Logos & Letterheads
Provide your practice’s design assets for branding purposes:
Acceptable formats: PNG, JPEG, or PDF.
Ensure these are original digital files—not scans or copies.
Referrals
Upload a list of referring doctors. Most Practice Management Systems (PMS) allow you to export this data.
Accepted formats: CSV or Excel Spreadsheet.
Include details such as doctor name, email, contact information, and practice name.
Practice Management System (PMS) Integration
Kubo Surgical requires a small integration tool to work with your PMS. Please provide the following information:
PMS Name: The name of the PMS your practice uses.
PMS Version: The current version you are running.
PMS Location: Where your server is located.
IT Contacts: Provide the contact details of your IT representative or team for setup assistance.
Next Steps
Once you’ve gathered all the required data, upload it securely through your onboarding portal. If you have questions or need assistance, contact our support team at [email protected].
We’re excited to help streamline your practice operations! Thank you for choosing Kubo Surgical.