Client Intake Files

Here you will upload the necessary client intake documents for the coaching program.

Click the button below to start.

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Question 1 of 9

What is the name of your practice and your the owner doctors name?

Paragraph answer

Question 2 of 9

Do you use a metric reporting service such as Practice by Numbers, Dental Intel, or Divergent? And if so, have you given us access to your portal?

Paragraph answer

Question 3 of 9

Please upload your most recent trailing 12 month profit and loss statement.

Schedule Screenshots

Here you will upload 5 screenshots of your schedule. We just want to see how you schedule and what a typical day looks like. There is no need to impress or find a big day, we are only looking at how your schedule arranges on a given day.

We just want to see 5 different days of your schedule, don't overthink this.

Question 5 of 9

Upload your first schedule screen shot.

Question 6 of 9

Upload your second schedule screen shot.

Question 7 of 9

Upload your third schedule screen shot.

Question 8 of 9

Upload your fourth schedule screen shot.

Question 9 of 9

Upload your fifth schedule screen shot.

Confirm and Submit

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