Each step depends on the one before it — we don't configure routing before we understand your offices, and we don't hand off documentation before your team has been trained on it.
We review your current phone and email setup, how many locations you run, staff roles, and what Microsoft 365 licensing your office already has. This tells us what's already in place and what needs to be added.
We configure Teams Phone, auto-attendants, and call queues for each office, and port your existing numbers over so patients keep dialing the number they already know.
We build the initial user database with role-based permissions, then write step-by-step documentation your office can use to add, modify, or remove access going forward — no need to call us for routine changes.
We walk your team through daily use, and train a designated office admin on how to make changes using the documentation we've provided. You leave this step able to run the system without us.
If your office would rather not manage new-hire setup, role changes, and offboarding internally, we can stay on as a standing point of contact for those changes.
New phone hardwareDesk phones, if you keep them, simply run Teams instead of a traditional line.
Downtime for patientsNumber porting is scheduled so there's no gap in how patients reach your office.
A long-term contractOngoing support in step five is opt-in, month to month, not a requirement to get set up.
Starting from scratch on trainingMost staff already use Teams chat informally — this extends a tool they're somewhat familiar with.