Your partner journey from first meeting to go-live
A Clinic Success Partner relationship follows a clear path so both sides know what happens next.
1. Meeting
We learn about your clinic size, specialties, and main pain points.
2. Needs assessment
We prioritize what matters first: operations, clinical documentation, growth, or hiring.
3. Clinic audit
A short review of scheduling, billing habits, patient follow-up, and team setup.
4. Proposal
You receive a recommended partner level and the services included.
5. Agreement
You confirm the partnership terms for software and any optional services.
6. Onboarding
You complete clinic setup: specialty, branch, staff invites, and first services.
7. Training
Short sessions for reception, therapists, and owners as needed.
8. Go live
Your team runs a full clinic day on Phyzioline.
9. Monthly review
You review key numbers: completed sessions, no-shows, revenue, and open balances.
10. Quarterly review & renewal
For higher tiers, we review progress each quarter and plan expansion or renewal.
Most clinics complete setup and go-live within about two weeks when the owner and one staff member stay available for training.