Setup & support
Plan the move around your clinic’s working day.
PT7 supports clinic setup, data migration and team onboarding. Agree the scope with the team before moving your records or changing daily workflows.
Map your current workflow
Review how your clinic books appointments, records assessments, manages packages and follows up with patients. Identify the roles and branches involved.
Review records for migration
Discuss the source, format and quality of existing data. Agree what can be imported, how it will be checked and who will approve it before use.
Set roles and train the team
Configure the relevant roles, permissions and workflows. Walk reception staff and therapists through their everyday tasks using the agreed setup.
Confirm support and data arrangements
Ask for the support contact and process, and written information about hosting, access control, backups, data exports and deletion. Confirm what is included in your offer.
Start with a walkthrough of one real workflow using fictional sample data, then agree the migration and onboarding plan.