Provider intake

Apply for Practice Launch

Complete the first provider review with your license status, clinical scope, schedule, product route, document readiness and optional support modules. This is a candidate intake form, not a patient-care form.

Privacy and data handling

This form is designed for provider onboarding review. Do not enter patient names, patient phone numbers, patient medical details, full client lists, SSNs, passwords, payment card data, or other patient PHI. Uploaded files should be provider credentials only.

What this request covers

  • Provider eligibility and licensing review.
  • Procedure scope and certification needs.
  • Room schedule, product route and support modules.
  • Document readiness for later secure onboarding.

1. Contact and notice details

Required fields must be completed before the email draft is generated. If a required detail is not available now, use the matching "I cannot provide..." checkbox.

2. License, status and insurance

3. Procedure scope and certification

4. Schedule and location readiness

5. Clients and demand

Do not paste client names, phone numbers, dates of birth, medical information, full client lists or screenshots of client conversations.

Mid-form checkpoint

Remaining time updates as fields are completed. The second half covers products, add-ons, documents and acknowledgements.

Approx. left 6-7 min

6. Products and inventory

7. Communication, CRM and sales support

Select communication, CRM, lead and sales support modules in Optional services below. Off-site client communication through Amber may be beta, limited, modified or unavailable depending on the approved system and privacy requirements.

8. Optional services

Clinical readiness and procedures

Growth, brand and content

Examples

Sales, communication and CRM

Access, location and operations

Products, inventory and process support

Additional services are subject to separate approval, availability, scope, pricing and written confirmation.

9. Documents and file readiness

Select provider credential files only. A clear photo or screenshot is acceptable for preliminary review. You may cover or redact information you do not want to show at this stage, but original or unredacted documents may be required later during contract signing, secure onboarding or credential verification. Do not upload patient records, client lists, SSNs, passwords, card data, or documents containing PHI. On this static page, selected file names are included in the summary; actual document transfer should happen through an approved secure upload link or CRM workflow.

Preliminary photos are acceptable. Cover or redact information you do not want to show at this stage. Original or unredacted documents may still be requested before agreement signing, secure onboarding or final approval.

10. Privacy Policy and Terms

Review the separate Privacy Policy and Terms before opening the email draft. They consolidate the privacy, communication, document handling and candidate acknowledgement items for this preliminary provider application.

Final approval, payment link, secure document upload, credential verification and contract signing are handled separately.

This creates a review email draft. Final approval, payment link, secure document upload and signing are handled separately.