VORTREKS
Client onboarding

Client onboarding

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Let's get your practice set up

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Your Vortreks team has been notified and will be in touch if anything is missing.

Passwords and card details are hidden on your copy.

What happens next

  1. We confirm receipt within one business day.
  2. We countersign the Business Associate Agreement and send you the executed copy.
  3. We send access requests for any account you listed but did not share a password for.
  4. We schedule a kickoff call to confirm goals, offers and timing.