New Client Onboarding

Welcome to Good Rack LLC

Getting started is straightforward. Complete the five steps below at your own pace — most clients finish within a few days. We'll guide you through every stage.

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5 steps · ~30 min total
01

Service Agreement

Required
5–10 min

Review and sign the Service Agreement that outlines your plan, responsibilities, billing terms, and HIPAA commitments.

Review Agreement
02

Intake Form

Required
10–15 min

Complete your practice details, insurance panels, billing preferences, and upload your required documents.

Start Intake Form
03

Welcome Email

Automatic

Once your intake form is submitted, you'll receive a welcome email confirming receipt and outlining your next steps.

Sent automatically
04

Document Checklist

Required
5 min

Gather and submit your required documents: W-9, state license copy, and voided check. Optional: credentialing certificates.

View Checklist
05

Billing Setup

Required
5 min

Review your billing profile setup instructions — EHR access, payer portal credentials, and how claims will be submitted.

View Setup Guide

Frequently Asked Questions

How long does onboarding take?

Most clients complete onboarding within 3–5 business days once all documents are submitted. We'll confirm your start date by email.

Do I need to sign the agreement before submitting the intake form?

We recommend reviewing the agreement first so you understand the terms, but you can complete the intake form at any time. The agreement must be signed before billing begins.

What if I don't have all my documents ready?

You can submit the intake form now and send documents separately. Just let us know what's pending and we'll follow up.

When will billing start?

Billing begins once your agreement is signed, documents are received, and your billing profile is set up — typically within 5–7 business days of completing onboarding.

Need help getting started?

We're available Monday–Friday, 9 AM–5 PM ET.