Transition Program
A critical value component of Practice Director is managing the transition from your current system to Practice Director. Whether it is from another software system or a completely paper based system, executing the transition correctly is imperative. At Practice Director, the moment you become a client your software consultant will help plan and navigate you through a successful and efficient transition.
There are seven steps to Practice Director’s transition program (not all steps are applicable for every office):
- Kick-off call: Your assigned consultant will arrange a kick-off call with you as soon as you become a Practice Director client. During the kick-off call your consultant will help you plan for your Go Live date.
- Training: Your consultant will immediately arrange for your enrollment in Practice Director’s online video training center. A training schedule is then established and sand box training is available after installation.
- Software installation: Your consultant will arrange an appointment with a Practice Director technician for your pre-installed plug & play server shipment or your remote software installation. If applicable, your diagnostic equipment will be linked to your EMR.
- Insurance Claims Clearing Enrollment: An insurance claims clearing house partnership will be established for electronically submitting your insurance claims to payers through Practice Director.
- Software Set Up: The administration (for example, customizing your office schedule and fee schedule), inventory, dispensary, and EMR modules of Practice Director are set up.
- Data Conversion & Input: We will convert your legacy system demographic data and upload it to Practice Director. You will input your scheduled appointments, insurances information, and guarantors into Practice Director.
- Go Live!
Your assigned software consultant will professionally guide you through your transition. On average the total time investment in the transition requires 10-20 total hours of office time plus 4 to 16 hours of training per user.
