A Discovery meeting with the FYI team is the first step in developing an onboarding plan for your practice. It allows us to discuss your objectives and requirements and answer any questions you may have.
Click here to schedule a kick-off meeting with the FYI team.
Key items on the agenda include:
- Your preferred go-live date
- Your data migration priorities
- The size and structure of your historical documents
- The level of onboarding assistance required
- Your project team
Click here to download a full meeting agenda with background information on each item that we will cover.
Based on these insights, we will provide an Assisted Onboarding Proposal to suit your unique requirements including the migration of historical documents, initial set-up and configuration of FYI, training and change management. This proposal must be approved by you before the FYI Team proceeds with the migration and configuration of FYI for your practice.