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Onboarding Roadmap: From Signup to Success!

Listen (about 2 minutes) or read below.

Here's exactly what happens once you sign up. You'll get a welcome email with a short onboarding form and a link to book your kickoff call.

The form covers your business basics: your business name, website, service areas, hours, services, goals, and who on your team should get alerts. Phone carriers also require your legal business name and EIN to approve business texting, and you'll enter those in the same secure, encrypted form. Please never send your EIN, bank details or passwords by email or text.

To receive payments from your customers, you'll enter your bank details yourself on Stripe's secure page. Our team never sees your full account numbers. You'll also invite us as a manager on your Google Business Profile, website and social accounts. That's safer than sharing passwords, and you can remove our access anytime.

Tiers 1 and 2 take two days. Day 1: your kickoff call, plus account, phone and CRM setup. Day 2: automations, booking and review requests, then your walkthrough and go-live.

Tiers 3 and 4 take three days. Day 1: kickoff and account setup. Day 2: automations, AI and integrations. Day 3: full testing, your walkthrough, and go-live.

From you, we just need replies within one business day, and you on the kickoff and go-live calls.

If you started with the FREE trial, nothing is charged today. When your 14-day trial ends, your one-time setup fee and your first month are charged together. If you cancel before then, you pay nothing at all. And if you chose an annual plan, your full year was charged at signup, with two months FREE and no setup fee.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.

FREE audit, $0 today, no contract, cancel anytime · See plans
Viper Consulting shield logo Viper Consulting™ 1-800-455-5691

Viper Consulting™ for Medical Offices & Urgent Care

More patients through the door, fewer no-shows

Viper Consulting™ builds and runs the system that confirms every visit, recovers missed appointments, sends follow-up and annual physical reminders and promotes your seasonal services, with patient privacy built in.

FREE audit, $0 today, no contract, cancel anytime

What we set up for your clinic

Built for urgent care centers, walk-in clinics, primary care and specialty practices. Done for you, so there's no new software to learn.

Save-my-spot confirmations

Every booking gets an instant confirmation with what to bring, your forms link and your clinic hours.

No-show recovery

Patients who miss a visit get a friendly text to pick a new time, and an email the next day.

Follow-up and annual physical reminders

Patients are reminded to schedule recommended follow-ups and their yearly checkup.

Seasonal campaigns

Promote flu shots and school or sports physicals by text and email, with walk-ins welcome.

Employer health accounts

Employer and occupational health inquiries get an instant thank-you and a call from your practice manager.

Post-visit check-in and reviews

A friendly check-in after each visit invites patients to share their experience, and never mentions the reason for the visit.

Patient privacy first. Our team is HIPAA-trained. Reminders and follow-ups stay generic, with no diagnosis or treatment details by text or email. How we protect patient privacy

Your automated workflows

Here is exactly what runs in the background for your clinic, every day, without anyone lifting a finger. Our team builds, tests and launches every workflow for you, then tailors the wording, timing and offers to your business.

  1. 1

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the caller back within seconds with a link to save their spot.

  2. 2

    Save-My-Spot Confirmation & What to Bring Every plan

    Starts when: A patient books a visit or saves a spot

    Opens the visit in your pipeline, emails what to bring (ID, insurance card, medication list), your patient forms link and clinic hours, sends a confirmation text and a forms reminder an hour later.

  3. 3

    No-Show Recovery Tier 2+

    Starts when: A patient misses or cancels

    Sends a friendly text about 30 minutes later with a link to pick a new time, and an email the next day.

  4. 4

    Follow-Up Visit Reminder Tier 2+

    Starts when: Your staff marks a follow-up as due

    Reminds the patient by text and email to schedule the follow-up visit.

  5. 5

    Annual Physical Recall Tier 2+

    Starts when: A visit is completed

    About 11 months later, reminds the patient it's time for their yearly checkup by text, then by email, and stops as soon as they book.

  6. 6

    Seasonal Health Campaign Tier 2+

    Starts when: You start the campaign

    Promotes flu shots and annual, school and sports physicals by text and email, with your hours and booking link.

  7. 7

    Employer & Occupational Health Follow-Up Tier 2+

    Starts when: An employer inquiry comes in

    Sends a thank-you text about your employer services and gives your practice manager a task to call within one business day.

  8. 8

    Post-Visit Check-In & Review Request Every plan

    Starts when: A visit is completed

    A couple of hours later, sends a friendly check-in and an invitation to share their experience. Messages never mention the reason for the visit.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Texting starts once the phone carriers approve your business texting registration.

How it works

Get your FREE audit

We review how your business handles calls, leads, follow-up and reviews today, and recommend the right plan.

We build and launch it for you

Our team sets up your CRM, phone and texting, booking, workflows and reviews. Tiers 1 and 2 go live in 2 days, Tiers 3 and 4 in 3 days.

You get more patients

The system replies, reminds, follows up and asks for reviews on its own, and every conversation lands in one simple inbox.

The plan we recommend

Tier 2: Growth & Automation · $597/month

Tier 2 adds follow-up visit and annual physical reminders, seasonal campaigns for flu shots and physicals, and employer health follow-up, with generic messages that never mention the reason for a visit. Choose Tier 3 when phone volume is high or you run more than one clinic: Voice AI and AI booking bots answer and book 24/7, and reports compare every location.

Also consider: Tier 3: Scale & AI Enterprise ($997/month). Every plan starts with a 14-day FREE trial, and annual plans save you two months.

See Tier 2 and start FREE Compare plans

Frequently asked questions

Patients walk in or save their spot online. Can it confirm their visit?

Yes. Every booking gets an instant confirmation by email and text with what to bring (ID, insurance card and medication list), your patient forms link and your clinic hours, plus a forms reminder.

What happens when a patient misses a visit?

If a patient misses or cancels, they get a friendly text about 30 minutes later with a link to pick a new time, and an email the next day.

Can it remind patients about follow-up visits and annual physicals?

Yes. When your staff marks a follow-up as due, the patient gets a reminder to schedule it, and patients get a yearly checkup reminder about 11 months after a visit.

Can it promote flu shots and school or sports physicals?

Yes. Our seasonal health campaign sends flu shot and physical reminders by text and email with your hours and booking link, plus a reminder a few days later.

Can it help us win employer and occupational health accounts?

Yes. Employer inquiries get a thank-you text about your employer services, and your practice manager gets a task to call them within one business day.

Can it get us more Google reviews?

Yes. After a visit, patients get a friendly check-in and an invitation to share their experience. The message never mentions the reason for the visit.

Do you offer referral rewards?

No. Healthcare referral rules are strict, so our medical build never rewards referrals. Instead it helps you thank patients personally and promote community health events.

Which plan do most clinics choose?

Tier 2 (Growth & Automation) for follow-up and annual physical reminders and seasonal campaigns. Choose Tier 3 for high call volume, 24/7 AI booking and Voice AI, or more than one location.

How do you protect patient privacy?

Our team is HIPAA-trained. We set up your system so patient privacy comes first: appointment reminders and follow-ups stay generic (date, time and location only), no diagnosis or treatment details go out by text or email, and every user signs in with two-factor login. Clinical records stay in your existing patient-records system.

How long does setup take?

Onboarding takes 2 days on Tiers 1 and 2, and 3 days on Tiers 3 and 4, from signup to go-live. Our team builds, tests and launches everything for you.

What does it cost?

Plans start at $297 a month, with a FREE audit, $0 today, no contract, cancel anytime. Every plan starts with a 14-day FREE trial, and annual plans save you two months (up to $3,194 a year). See all plans on our pricing page.

What happens when the FREE trial ends?

When your 14-day trial ends, your one-time setup fee (equal to one month of your plan) and your first month are charged together. After that your plan simply renews monthly. There's no contract, so you can cancel anytime, and if you cancel before the trial ends you pay nothing. Annual plans have no setup fee.

Ready to see it for your clinic?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, no contract, cancel anytime. Questions? Call 1-800-455-5691.

Start my FREE trial Get my FREE audit