The Workflow and Technology Review with Recommendations include a complete review of your workflow and the technology you use. The review results are documented with recommended next steps into a collaborative project and task-tracking platform for you to use.

This subscription does NOT include any “Hands on Keyboard” support. This engagement is meant to augment and support your existing Encompass® Administrator(s) and not replace them.

Your Engagement Includes:

A Complete Workflow Review (from Lead through Accounting), with a written recommendation report summarizing our findings

An Encompass® Platform Review of all settings and configurations.

A Complete Technology review with recommendations

Collaborative project and task tracking

All recorded meetings, notes, and files will be retained and made available on your Client Portal