Process

Here's exactly what happens in your first 30 days.

Two to four weeks from kickoff to a live automation. No surprises. You'll always know what we're doing and what you need to do.

Week 1

Discovery

We learn how your clinic actually runs.

Our side

Sit with your front desk for a day (in person or remote).
Document every recurring task. Flag the highest-leverage ones.
Deliver a written workflow audit by end of week.

Your side

Schedule a day with us. That's it.
Intro us to your office manager and front desk lead.

You keep the workflow audit either way. Yours to use even if you don't move forward.

Week 2

Design

We scope the first build and sign paper.

Our side

Pick the 2-3 highest-leverage automations to ship first.
Map the integration plan with your EHR, PMS, and phone system.
Send the BAA and a fixed-scope quote.

Your side

30-minute scope review call.
Sign the BAA and the SOW.

Weeks 3-6

Build

We build on your systems. No black box.

Our side

Build behind your BAA, on your existing infrastructure.
Weekly demo of progress. You see it working as it gets built.
Integration testing with your live data (with your supervision).

Your side

30-min weekly check-in.
Feedback on tone, edge cases, and your specific workflows.

Launch

Go live

We train your team in one session and turn it on.

Our side

One 60-minute training session for your staff.
Live monitoring from minute one. We watch the first 48 hours closely.
Documentation in your team's tools (not ours).

Your side

Show up to the training.
Tell us what you want changed in the first week.

Ongoing

Run forever

We own the maintenance. You text us when you want changes.

Our side

24/7 monitoring. We see problems before your staff does.
All maintenance, all integration changes, all model updates.
Named human on a text thread for the life of the engagement.

Your side

Text us when something changes (new EHR, new payer, new policy).
Tell us what to build next.

The questions everyone asks.

Three things clinic owners ask us first.

What happens if something breaks at 11pm?

We catch it before your staff does. Monitoring is 24/7 and alerts us, not you. If a workflow is degraded, we either fix it before morning or send your team a short note so they know what to expect when they arrive.

Do my staff need to learn new software?

No. Everything runs in your existing systems. There's no Telso dashboard for staff to log into. They notice the work is done, not that there's a new tool.

What if I want to stop?

You own everything we build. Documentation, workflows, integrations — they live in your systems. If you ever leave, you keep it all and we hand over the keys.

Start with the audit.

20 minutes on the phone. You walk away with a workflow audit even if we never work together.

Let's talk