
Dedicated support you know by name
When it comes to support, you’re never left wondering where to turn. From the beginning, you’re given a Customer Success Manager (CSM). It’s one person with one mission—to do everything they can to support your practice’s success. They’re knowledgeable about the specific needs of your specialty and how our solutions can best serve you. See how Headland Family Medicine’s CSM helps them succeed.
Onboarding that prepares you for your journey
From assessing your practice’s needs to tailoring our solutions to meet them, our onboarding team works to ensure your staff has the training and resources to feel confident on day one.
Phase 1
Analyze your practice and assess your needs.
Phase 2
Personalize the configuration and workflows of your solutions to best support your practice.
Phase 3
Train your providers, administrators, and staff and prepare them for go-live.
Phase 4
Optimize your workflows and continue to help your staff develop expertise in our solutions.

Opportunities to continue developing your skills:
- Unlimited 1:1 coaching sessions for your providers and administrators
- Virtual training focused on specific functionalities and workflows
- eLearning videos available for self-paced learning
Tracking your performance
Get an instant snapshot of your practice’s performance, as well as actionable insights to help drive more revenue with our Insights Dashboards.
Your voice matters
Your input affects our approach to product enhancements and customer resources. The proof is in our features.
50%
of our new product features in 2020 originated from customer feedback
50+
customer-led, specialty-specific user groups who connect to share best practices5
150K
of our customers are active within our Success Community6