Clinic Onboarding - ClearPath Health

Business & Contact Details

Basic information about the clinic and primary contact.

Submitted By *

Submission Date *

Clinic Legal Name *

Public / Brand Name *

Website URL *

Location Address *

Nearby Landmarks

Recognizable landmarks near your clinic to help patients locate you easily

Google Maps Link

Paste your clinic's Google Maps share link

Primary Contact Name *

Role / Title *

Email *

Clinic Phone Number *

Compliance & Consent

Required acknowledgements before we begin.

Goals & Economics

Specifically relating to your stem cell / regenerative medicine treatments — not general clinic metrics.

Monthly New Patient Target *

Average Patient LTV (USD) *

Lifetime value of an average patient

Current Close Rate % *

Consultation No-Show Rate % *

Percentage of booked consultations where patient doesn't show up

Services & Offers

Specifically about the regenerative / stem cell services we will be marketing for you.

Core Regenerative Services We Are Marketing *

Downsell Treatments & Starting Prices *

Alternative lower-cost treatments you can offer patients who may not qualify or opt for stem cell therapy, along with their starting prices

Starting Prices of All Services *

Current Offers on Services *

Main Selling Points to Promote *

Key differentiators and social proof — patients often ask about success rates, experience, etc.

Pricing Factors

Patient Financing Available? *

Which financing providers? (select all that apply)

Cherry CareCredit HSA / FSA Accepted Other

Geographic Service Area *

Treatments & Conditions

Clinical details about your treatments and protocols.

Primary Conditions Treated *

Do You Offer Imaging On-Site? *

Explain Your Protocols Offered *

Be as specific as possible. Patients often ask our coordinators detailed questions such as: How many stem cells are used? What are they mixed/suspended with? What concentration? What type of kit is used? Where are they sourced from? What type of stem cells?

Stem Cell Lab / Source

Where do you source your stem cells from? Patients sometimes ask and want reassurance about the source.

Are Stem Cells Sourced From an FDA-Approved Lab? *

Patients frequently ask about FDA compliance — this is a key trust factor

Stem Cell Details (Type, Source, Composition)

Specify the type of stem cells used, their origin, and any relevant composition details

Total Stem Cell Treatments Delivered to Date

Approximate number of stem cell treatments your clinic has performed — used as social proof in marketing

Ad Budget & Scheduling

Budget, timeline, and scheduling details.

Monthly Ad Budget (USD) *

Earliest Start Date *

Clinic Hours *

Booking Link (Calendly / EMR) *

Access & Integrations

If you have these details ready, great — if not, don't worry. We'll finalize everything together on the onboarding call.

Facebook Meta Suite Partner ID

Facebook Page URL

Instagram Handle

Google Business Profile Link

Creative Assets & Branding

We use this for marketing materials we create as part of the ClearPath Health process.

Logo & Brand Guidelines *

Click to upload or drag & drop

Logo files, brand guide, fonts — PDF, ZIP, images — max 50 MB

Submit all logo files as well as any other branded banners or materials you deem relevant. Ensure quality is as high as possible.

Existing Creative Assets

Click to upload or drag & drop

Videos, ads, testimonials — MP4, ZIP, images — max 100 MB

Submit any existing marketing assets you have, such as: case study/testimonial videos, before/after photos, ad videos/images, event/seminar materials, brochures/flyers, patient education handouts. The more you submit, the better (and quicker) we can deliver.

Color Scheme

Head Physician Information *

The physician who will feature in marketing materials.

Full Name *

Credentials *

Title *

Years Experience *

Specializations *

Medical School

Fellowship Training

Head Physician Headshot(s) *

Click to upload or drag & drop

Multiple photos welcome — PNG, JPG — max 25 MB each

Please ensure photos are high quality — low resolution images cannot be used in marketing materials.

Facility Details

Main Facility Highlights *

Facility Parking Instructions *

Facility Photos

Click to upload or drag & drop

Photos of your clinic, treatment rooms, reception, equipment — max 50 MB

Facility photos help us create more compelling and authentic marketing materials. Include treatment rooms, reception, equipment, exterior shots, etc.

Patient Assets & Consult Info

Existing patient data and consultation details.

Past Patient List (CSV)

Click to upload or drag & drop

CSV or Excel — max 25 MB

Columns: Name, Email, Phone, Last Visit, Last Service, Opt-in status

Tracking, Reporting & Billing

How we report results and where invoices go.

Primary KPI *

Reporting Contact Email(s) *

Slack Workspace

We use Slack for all primary day-to-day communications with clinics. Don't have Slack set up yet? No problem — we'll walk you through it on the onboarding call.

Stripe Account

We use Stripe for payment collection. Don't have a Stripe account yet? No problem — we'll help you set one up on the onboarding call.

Invoice Email *

Legal & Billing

Company Legal Name (Invoicing) *

Billing Address *

Review & Submit

Double-check everything before saving.

ClearPath Health

Business & Contact Details

Compliance & Consent

Goals & Economics

Services & Offers

Treatments & Conditions

Ad Budget & Scheduling

Access & Integrations

Creative Assets & Branding

Patient Assets & Consult Info

Tracking, Reporting & Billing

Review & Submit

Clinic Onboarded Successfully