Onboarding to FYI Elite

Changing your practice management software shouldn't be a massive undertaking - nor should it be restricted to the end of a month or financial year.

We have adopted our successful document management onboarding process as the basis of the Elite Onboarding - a process that has successfully migrated thousands of practices to FYI. We have used a similar approach for Elite to make the transition easy and seamless for you and your team. 

To further understand the process of migrating to FYI as your practice management solution, refer to FYI Elite Onboarding Wizard.

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Our Elite Onboarding Approach

Our Elite Onboarding approach is guided by the prerequisite that your practice is already using FYI. We recommend practices are live in FYI for three months before upgrading to Elite. We have found that the transition is easiest and most successful for practices that are familiar with FYI's document management features, as these features are widely used as part of Elite. 

We know that occasionally practices will be unable to wait the three months for reasons outside of their control and will need to migrate their documents and practice management at similar times. In these instances, our highly trained onboarding team will prioritise your document management migration while discussing your practice management needs.

Once your document migration is complete and your team are live in FYI, the Elite Onboarding project will kick off. The initial components of your Elite Setup can be completed quickly with little disruption for your team. Our Consultants are well equipped to discuss and provide solutions for minimal impact to your team. 

To further understand the process of migrating to FYI as your practice management solution, refer to FYI Elite Onboarding Wizard.

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