Map the practice workflow
Identify how appointments, estimates, treatment approval, and final invoices are managed. Preserve the practice system as the appropriate record owner.
Support the front desk without disrupting clinical systems. Plan websites, marketing, and POS around the way your team works.
Support the front desk without disrupting clinical systems.
Identify how appointments, estimates, treatment approval, and final invoices are managed. Preserve the practice system as the appropriate record owner.
Discuss deposits, part payments, refunds, and retail purchases. Confirm whether the chosen payment setup can reference the practice invoice.
Set permissions and clear escalation contacts. Staff should know which issues belong to the practice software provider and which to the payment provider.
Bring the website, growth activity, and payment journey into one practical scope.
Present services, location, opening hours, and an appropriate appointment or emergency contact route approved by the practice. Do not imply online enquiries receive urgent monitoring.
Use factual service information and approved educational content. Customer stories and photographs need the appropriate permissions.
Consider Get Online if your presence needs work, or Get Customers if consistent content is the priority. The volume band is a starting point; provider and programme eligibility still require confirmation.
A focused assessment helps us shortlist equipment and define useful service work.
List your website, software, payment provider, equipment, locations, and important integrations. Tell us where staff currently need workarounds.
Walk through a normal transaction and a difficult exception. Include who changes information, who approves it, and what must appear in the report or receipt.
Choose the problem to solve first and explain your operating constraints. We scope a practical starting project and identify the dependencies for later improvements.
Move from estimate to approved work to payment. Plan websites, marketing, and POS around the way your team works.
ExploreConnect a signed scope to predictable billing. Plan websites, marketing, and POS around the way your team works.
ExploreTake your business from the office to the customer site. Plan websites, marketing, and POS around the way your team works.
Explore