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Our Implementation Services

Discovery & Planning
We audit your current workflows, identify gaps, and create a customized migration and setup plan.

Data Migration
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Safe transfer of patient, provider, and billing data
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Validation and test imports to ensure accuracy
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Final migration with minimal downtime

System Setup & Configuration
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Customize user roles, permissions, templates, and workflows
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Enable key modules like telehealth, eRx, labs, and billing
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Connect integrations and patient portal

Workflow Optimization
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Front office scheduling, eligibility, and intake
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Clinical documentation, orders, and prescriptions
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Billing and revenue cycle workflows
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