CD
CYBERDENTAL Practice Onboarding
STEP 1 / 8 Auto-saved
Step 01 — Practice Identity

Tell us about your practice.

Basics that anchor every record we'll build for you — billing, BAA, agent provisioning, and asset registration.

As registered with the IRS / Florida Sunbiz.
Required for invoicing & BAA execution.
Primary Location
Operations Footprint
Step 02 — Key Contacts

Who do we call, text, and notify?

Designate the people authorized to approve work, receive incident alerts, and handle billing. Each role can be the same person.

Owner / Lead Doctor
Office Manager
Billing & Accounting
Where Stripe / PayPal receipts are sent.
After-Hours / Emergency
PRIORITY+ tiers: we'll text this number for any P1 incident.
Authorized IT Decision-Maker

The single person we can act on instructions from for purchases, password resets, vendor calls, and approvals. Required for HIPAA documentation.

Step 03 — Practice Profile

How does your practice operate?

This drives our staffing model — agents per chair, monitoring intensity, and on-call coverage.

Practice Specialty
Capacity
Volume & Hours
Step 04 — Software Ecosystem

What runs your practice today?

Your software stack determines monitoring playbooks, BAA chains, and integration scope.

Practice Management Software (PMS)
Helps us scope backup and migration windows. Leave blank if unsure.
Imaging & Sensors
Imaging Software in Use
AI & Patient Engagement
AI-Assisted Radiography
Step 05 — Hardware & Network

What's on the floor and in the rack?

Approximate counts are fine. Our Day-1 audit will produce the precise asset inventory.

Server Infrastructure
Workstation Fleet
Network & Connectivity
Step 06 — Security, Compliance & Current IT

Where do you stand on HIPAA, backups, and your current support?

No judgment. The honest answer is the one that lets us protect you fastest.

HIPAA & Compliance Baseline
Security Controls
Current IT Support
Step 07 — Choose Your Service Tier

Pick the coverage level that fits your practice.

You can change tiers monthly. Pricing is per-location and includes unlimited remote support at PRIORITY and above.

HIPAA Compliance Package

Annual program — separate from service tier. Recommended for any practice handling ePHI.

Onboarding Logistics
Step 08 — Review & Authorize

Confirm everything looks right.

After submission, you'll receive an executable MSA + BAA via DocuSign and an invoice for your first month + onboarding.

Summary
Practice
Not provided
Legal Entity
Not provided
Address
Not provided
Locations
1
Owner
Not provided
Office Manager
Not provided
Authorized Decision-Maker
Not provided
Specialty
Not provided
Operatories
Not provided
Total Staff
Not provided
Practice Management
Not provided
Imaging
Not provided
Server Present
No
Workstations
Not provided
ISP / Bandwidth
Not provided
Last Risk Assessment
Not provided
Backup Solution
Not provided
Current IT Provider
Not provided
Service Tier
Not provided
HIPAA Package
Not provided
Target Onboarding Date
Not provided
Payment Method
Not provided
Authorized Signer
Payment Method Preference
Florida sales tax (6.5%) applies to hardware only — labor is tax-exempt. ULTIMATE plan billed at $1,200/mo.
Acknowledgments