Spark is the operating layer for the work around a visit. This checklist is what a practice needs in place before voice, scheduling, intake, and the EHR connection go live.
People & roles
- Physician champion who can approve clinical escalation paths
- Front-desk lead for call routing and transfer numbers
- EHR administrator who can coordinate API or SMART credentials where available
- Staff dashboard users invited with correct roles
Telephony
- Document business hours, after-hours, and overflow behavior
- List backup numbers and nurse-line transfers
- Define urgent vs routine intent examples for your practice
Scheduling
- Provider schedules, visit types, and location mappings in your EHR
- Double-booking rules per provider
- Plan to disable duplicate patient notifications where Spark owns communication
Intake & refills
- Decide which appointments require pre-visit intake links
- Confirm refill requests route to a queue your staff actually works
Measurement
- Baseline weekly inbound call volume and missed-call estimate
- Assign owner for daily reconciliation during week one