The FYI team is here to help ensure a successful roll-out of FYI across your practice.
We can tailor an onboarding strategy to suit your unique requirements including assistance with data migration, initial set-up, and configuration, training and change management as required.
The Getting Started: Assisted Onboarding Guide outlines key items to discuss with FYI’s Client Success Team in developing the ideal plan for your practice.
Click here to download the guide.
To kick-off the process, please schedule a Discovery Meeting with the FYI team.
During this meeting, we can discuss your objectives, answer any initial questions you may have and gather the information we need to ensure that your implementation of FYI is both efficient and successful.
We will provide an Assisted Onboarding Plan and quotation after considering the following key factors:
- The location, size, and structure of your historical documents
- The level of onboarding assistance required
- Your preferred go-live date
This quotation must be approved by your practice before proceeding with data migration and set-up.
Refer to Kick-Off Discover Meeting