Your setup checklist

The HIPAA agreement between your practice and Clinic Networking.

The full intake: who works there, what runs the office, and how to reach you.

Authorize us to move your existing phone and fax numbers to Clinic Voice.

Have ready: A recent phone bill showing the account number and service address. Most carriers also need a porting PIN, usually printed on the bill or available from your current carrier's support line

Tell us how calls should ring: hours, greetings, ring groups, voicemail, and who picks up what.

Answer this any time. We book the port date once the number authorization clears.

Carrier registration so your business texts are delivered instead of filtered.

Have ready: Only if you text patients or customers

What our firewall maintenance covers, and what it does not.

We confirm your switch has the PoE ports and the VLAN the phones need.

Who sits where, and which extension lands on which desk.

We map what you actually have: circuits, switches, wiring, and what is plugged into what.

Configured here before it leaves, so it comes up working when you plug it in.

One short install per computer. It lets us fix most problems from here instead of driving over.

Register or move a domain, and point mail and web where they belong.

Have ready: Only if we are handling your domain or email

Turn on Remote Desktop and stop the machine sleeping. Has to be done at the office.

Have ready: You must be physically at the office computer

The VPN client that puts your home computer on the office network.

Install this any time. You cannot connect to the office computer until it has been prepared.

Our free Windows backup utility, signed and set up for your machines.

Pick what matters, then we check the copy actually matches the original.

Nothing to configure until the software is on the machine.

Faxes arrive on the computer instead of on paper nobody is standing next to.

Who gets refill requests, who gets records, and who gets everything else.

Every extension and every ring group, tested before anything moves.

The carrier gives us a firm date and time for the numbers to move.

The carrier will not accept a port request until the authorization and a recent bill are in.

Numbers move, phones come alive, and someone from us is on the line while it happens.

Cutover happens on the port date, not before.

Thirty minutes, thirty days after go-live. What broke, what changed, what is next.

Prove it works from somewhere else before you need it at seven in the morning.

Have ready: Cannot be tested on office WiFi. Use home internet or a phone hotspot

We pull a file back out. A backup nobody has restored from is a guess, not a backup.

Out and back in, so both directions are proven rather than assumed.

Added through the SkylinePayments portal. We never handle the card ourselves.

Whether invoices draft automatically, and which address they go to.