Listed below is an outline of our onboarding process. If at any point you have questions or would like to discuss this further, let us know.
Introduction
Introductory call
Get to know each other, review our onboarding process, and answer any questions.
Prior to Approval
Conduct a runbook and an assessment
Document network structure, software, and any critical concerns.
Prepares a formal quote for approval
The quote is based on discussions and information gathered.
Post Approval
Official Welcome
Welcome the practice, review the next steps, and answer any questions.
Complete IT transition document
Work with practice champion to complete the document.
Contact current IT provider
Attempt to collect any details that the client does not have access to.
Procure equipment
Order any equipment (if necessary).
Schedule onboarding day
Work with practice champion to determine the ideal day for onboarding.
Prepare equipment
Configure any equipment prior to installation.
Contact practice to discuss onboarding day
Talk about what onboarding day will look like and ensure Medix has access to the building.
Onboard practice
Work with the practice to make them comfortable with the transition, install all equipment, configure the network and address any critical issues.
Follow up
Request feedback and answer any remaining questions regarding your onboarding experience with us.
Post Install
- Around 30-45 days post-install, our IT Treatment Coordinator will coordinate a follow-up meeting to discuss key findings from our onsite engineer, review your technology roadmap and budget projections.
- Our IT Treatment Coordinator will also schedule ongoing, touch base meetings.
- Medix will perform various tasks behind the scenes to ensure the practice data is secure and software is up to date. No news is good news when it comes to tasks regarding data backups, security and software updates!
- Medix maintains a nationally distributed team which allows us to facilitate on-site support whenever necessary.
- The practice submits Service Desk tickets as needed through the M icon.
- Medix will send out communication as needed throughout the year.
- Add team@medixdental.com to your safe sender list!
