Simple Ops — Practice Onboarding

Fill out the form below to set up your AI scheduling assistant. You'll be redirected to checkout after submission.

Practice Information

Practice Name*

Pronunciation (if non-obvious)

How should Rachel pronounce the name?

Short Name*

Short Name Pronunciation

Practice Phone*

Practice Email*

Website

Address

Timezone*

Doctor

Doctor Name (first + last)*

Doctor Pronunciation

Doctor Full Name

Pronouns

AI Agent

Agent Name*

Tone

Personality Notes

Scheduling Rules

Consultation Fee ($)*

Fee Applies to Procedure?

Appointment Duration (min)*

Availability Days*

Comma-separated: Monday,Tuesday,Wednesday...

Start Time*

End Time*

Appointment Types Offered*

Same-Day Booking?

Cancellation Policy

Knowledge Base

Procedures Offered

Practice Specialties

Financing Options

Insurance Accepted

Additional Notes

Social Media Handles (optional)

YouTube

Instagram

TikTok

Facebook

Technical Configuration

VAPI API Key*

From app.vapi.ai → Account → API Keys

VAPI Phone Number ID*

From app.vapi.ai → Phone Numbers

4D EMR Client ID*

4D EMR Client Secret*

4D EMR Appointment Type ID*

The numeric ID for consultation appointment type in 4DEMR

4D EMR Staff ID*

The numeric ID for the doctor in 4DEMR

4D EMR Facility ID*

The numeric ID for the facility/location in 4DEMR