Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Our simple assisted onboarding process makes it easy to transition your document management to FYI. We will work with you to ensure your practice doesn’t miss a beat.
The Guide to Implementing FYI covers everything you need to know to get the power of FYI working for you.
It explains the four key phases in our process: Planning, Migration, Configuration, and Training.
Our experienced onboarding team will help you migrate your data, configure FYI, and train your team. With assistance provided at every turn, the process is easy.
Your onboarding guide
Click here to download the guide.
Your onboarding video
This video walks you through the four key phases of onboarding and explains what to expect from start to finish.
Start by booking a Discovery Meeting
A Discovery Meeting is the first step in developing an onboarding plan for your practice. It allows us to learn about your practice and recommend an onboarding strategy to suit your unique requirements.
At this meeting, we’ll explain the onboarding process and discuss pricing options for assisted onboarding services.
Click here to book your Discovery Meeting.