CRTX ONBOARDING
Welcome to CRTX
Let’s prepare CRTX for your practice.
This guided onboarding will help us understand how your practice handles new patients, scheduling, communication, and team follow-up. Your answers give our implementation team what it needs to configure and test your CRTX setup.
Start onboarding
No account or password required. Your unfinished answers stay saved on this device until you submit them.
How onboarding moves
A clear path from your answers to a working CRTX setup—reviewed and confirmed with your team.
01
Tell us about your practice
Complete the guided setup and describe how your team works.
02
CRTX reviews your answers
We identify anything missing or needing clarification.
03
We configure and test
Your approved information becomes the foundation for implementation.
04
Your team goes live
We confirm the working setup before launch.