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Not sure where your practice stands? A Health Check is a quick, low-cost way to get an expert view of how your Halaxy or Zanda system is set up. In a 30-minute meeting we'll talk through how your practice uses its system, then review your setup and send you an email with clear, practical recommendations.
It's a good starting point if you're new to the practice or new to the software, or if you'd like a sense check before investing in a full audit or review.
Inclusions:
30-minute meeting with a senior Offsiters team member
Review of your Client Management System and current processes
Follow-up email with recommendations for your settings or workflow
Exclusions:
Limited to one Client Management System
Does not include a full findings report (see Cyber Security Audits)
Does not include making changes to your system
Additional time or follow-up meetings can be quoted separately
Not sure where your practice stands? A Health Check is a quick, low-cost way to get an expert view of how your Halaxy or Zanda system is set up. In a 30-minute meeting we'll talk through how your practice uses its system, then review your setup and send you an email with clear, practical recommendations.
It's a good starting point if you're new to the practice or new to the software, or if you'd like a sense check before investing in a full audit or review.
Inclusions:
30-minute meeting with a senior Offsiters team member
Review of your Client Management System and current processes
Follow-up email with recommendations for your settings or workflow
Exclusions:
Limited to one Client Management System
Does not include a full findings report (see Cyber Security Audits)
Does not include making changes to your system
Additional time or follow-up meetings can be quoted separately