01 — Consult
Understanding your practice vision and workflows
Consultative planning and workflow discovery
We start by learning how you want the practice to run: how many operatories you are opening with, which practice-management and imaging software you have chosen, how the front desk will check patients in, and where you expect to grow. That picture drives every later decision, so nothing gets bought twice.
Deliverables
- Practice vision, operatory count and opening timeline captured
- Practice-management and imaging software direction confirmed
- Front desk, operatory, sterilization and lab workflow review
- Early HIPAA and security considerations flagged
- Vendor and contractor contacts collected in one place
Outcome: A written understanding of what the practice needs to do on day one, before any hardware is quoted.
