Four pieces of infrastructure. Set up once, yours to run.

Unified Teams Calling

Your landline contracts are replaced with Microsoft Teams Phone, configured per office so callers reach the right place without thinking about it.

• One main number per practice, with extensions mapped to each office location
• Auto-attendants that greet callers and route by reason for calling
• Voicemail transcribed straight into chat, so messages aren't missed in a queue
• Existing numbers ported over — no need to reprint materials or notify patients of a new number

Cross-Location Presence & Routing

Call queues route to whichever qualified staff member is actually available, regardless of which office they're physically in.

• Skill-based queues — billing questions reach billing staff, clinical questions reach clinical staff
• A specialist at one office can cover intake calls for another during a staffing gap
• Presence status updates automatically so calls stop reaching someone who's stepped away
• Shared chat threads keep context attached to the patient, not to one staff member's inbox

User Provisioning & Permissions

We build your initial user database — every staff member, role, and permission level — and document it so your office isn't dependent on us to make changes.

• Role-based access so front desk, billing, and clinical staff see only what's relevant to them
• Step-by-step documentation for adding a new employee or changing an existing one's access
• A clear process for removing access when someone leaves, so nothing is left open
• Office admin training so day-to-day changes don't require a support call

Ongoing Employee Lifecycle Management (optional)

If your office doesn't want to manage Teams access internally, we can continue handling it as new staff join or change roles.

• New-hire account setup and permission assignment
• Role changes — promotions, location transfers, added responsibilities
• Offboarding, so access is revoked the same day someone leaves
• A standing point of contact for changes, billed as an ongoing service rather than a one-off project