Onboarding Form
Client Onboarding Form Complete all sections below at your own pace. Your progress is saved automatically as you go — you can close this page and return any time using the same link to pick up where you left off.
RootLogic
RootLogic Welcome — Let’s Get You Set Up Before we can launch your campaigns and configure your account, we need a few details from you. This form covers everything in one place — no back and forth, no missing pieces. ⏱ Estimated completion time: 20–30 minutes 📋 What You’ll Need to Complete This Form 1 […]
Practice Information
Practice Information Please share some basic details about your practice so we can properly configure your account. This information helps RootLogic accurately route calls, track lead activity, and align reporting with your real-world operations. You don’t need to overthink this — best estimates are perfectly fine, and everything can be updated later if needed. Only […]
Pricing & Offering
Procedure Pricing Information Please enter your average price per procedure in the fields below. Estimates are perfectly fine — we understand that pricing can vary by patient and treatment plan. These values help RootLogic report more accurate offline conversion data back to major advertising platforms. For non-surgical services (such as PRP or Alma TED), please enter the total value of the […]
Staff Accounts
Staff Account Setup Requests Use the fields below to enter the staff members you would like to grant access to RootLogic. To enable SMS lead alerts, type Yes in the Alert field for each user. Mobile numbers are used only for 2FA authentication and password resets. If Yes is not entered in the Alert field, that user will not receive new lead notifications.
Elite-MD
Onboarding
Welcome to Onboarding Complete the steps below so we can launch smoothly and avoid delays. Most practices finish onboarding in under 30 minutes. 📋 Please note: This page can take up to 24 hours to refresh after tasks have been completed. Practice Snapshot Practice Name {{Practice Name}} Point of Contact {{Point of Contact}} Onboarding Call […]
Security Verification
🔒 Quick Security Verification Required To keep your account secure and compliant, we need to complete a short 2-factor authentication (2FA) verification. Any time billing details, phone numbers, or platform access need to be confirmed inside RootLogic, this step is required. It’s simple. We’ll schedule a quick call (usually under 5 minutes). During that call, […]
Payment Information Confirmed
Payment Information Confirmed Thank you for updating your billing information. Your credit card details have been securely received by Vitality Medical Marketing Group (DBA Efferent Media) and stored in a PCI-compliant payment vault. For your protection, card information is encrypted and cannot be viewed or accessed in full by our internal team. charges may appear […]
Authorization
Authorization Fill out form.