Get live in 10–14 days

Tell us about your practice.

We'll use this to seed your Radarrr account — services, hours, AI persona, tech-stack integrations. Most fields are optional; the required ones are marked. We follow up within one business day.

Practice basics

Who you are. We use this for billing, BAAs, and the customer-facing portal.

Practice name*

DBA / display nameIf different from legal name

City

State

Timezone

Owner contact

Who we work with. Owner cell receives escalation SMS (voicemails, complaints, medical reactions).

First name*

Last name*

Email*

Cell phone

Owner roleOwner / Practice Manager / etc.

Medical directorIf different from owner

Services & pricing

The catalog Sophie will quote. Add your top 5–15 services here — we can expand later.

Bookable onlineConsult required first

Top 5 questions patients askOne per line. Sophie uses these as FAQ answers.

Hours

When you're open. Sophie books within these hours and tells callers when you're closed.

monday

Closedto

tuesday

Closedto

wednesday

Closedto

thursday

Closedto

friday

Closedto

saturday

Closedto

sunday

Closed

AI persona

How Sophie sounds when she answers your phone. You can change anything here later.

Persona nameWhat patients hear: 'You've reached __'

Voice

GreetingThe first thing Sophie says on every call. 200-char max.

Tone of voice

Things Sophie should NEVER say or doOff-limits topics, services you don't book online, claims you can't make.

Tech stack

Where your bookings and payments live today. Affects which integrations we wire up first.

Athena / EHR

Athena product

Practice IDNumeric ID from Athena (your CSM has this)

API access

Athena CSM (name + email)If integrating, we may need to coordinate access through them.

Clover / POS

Clover merchant IDFrom your Clover dashboard

Clover plan

Phones, social, web

Current phone system

Instagram handle

Facebook page URL

Google Business Profile URLFor automated review requests

Website URL

Existing tools (Zapier, ManyChat, Birdeye, etc.)

Compliance

Medical practices need a BAA before we touch any patient data. This section helps us prep that paperwork.

HIPAA compliance officerName + email

Do you have your own BAA template?

How do you collect SMS consent today?TCPA compliance — required if we text patients.

Pre-booking medical screeningWhat does the AI need to ask before booking (pregnancy, medications, contraindications)?

Deposits & cancellation

How money moves. Affects how Sophie talks about booking and refunds.

Deposit policy

Default deposit amount ($)

Refund window (hours before appt)

Cancellation policy (verbatim, 1 paragraph)Sophie recites this when callers ask about cancelling.

Preferred payment processor

Decision & timeline

Helps us prioritize what to build for you first.

What does success look like in 90 days?The metric you'd point to and say 'this is working'.

Monthly software budgetRough — for sizing the right plan

Preferred launch date

Who else needs to sign off?Partners, accountant, medical director, etc.

Anything else we should know?

We never share what you submit. Jarred reviews everything personally within 1 business day.