SMB Health OnBoarding
Congratulations & Welcome! Please complete this process on a laptop or desktop. Click each item below and it will open in a new window. Approximate time: 15 minutes.
1. Complete SMB OnBoarding Forms Below
These steps are required in order to start your account.
Step 1: Complete your New Account Setup Form
Step 2: Complete MedEffects Master Sales & Pricing Agreement Q1 2026
Step 3: Complete your BAA (Business Associate Agreement)
2. Complete the Optional Forms Below
Please Note: The following SMB services are optional, though highly recommended.
Option 1: Complete Bluewater Billing Agreement (provided over email)
Option 2: Complete IKON EMR Agreement
Option 3: Complete Shoreline 6-Year Clawback Protection Agreement
3. Schedule your OnBoarding Call
Once the above Agreements are completed, please click the button below to schedule your OnBoarding Call with our team
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