We recommend for new practices that you engage with scheduling two meetings. One for the management team to discuss your practice's strategy & objectives. And another meeting that includes your staff members so that they understand how to work hands-on and maximize opportunities. In addition, to these initial meetings, we have many resources in our Help Center and in-app AI Assistant to provide guidance.
Meeting Info
In this meeting we'll cover high-level concepts of TeamCare and discuss strategic maneuvers for the practice that will be later implemented during subsequent Staff Training sessions. You should be encouraged to include any of your high-level managers and/or team-leads and you can add them directly from this invite form.
Before we start
Please make sure that you've successfully accepted your account invitation and logged-in. We will be way more productive when you can navigate and learn!
Meeting Info
Following Owner & Manager training, this will be a hands-on session with your team. We'll review the tools and workflows that will be actively utilized on a daily basis.
Before we start
Please make sure that individual accounts are setup. You can reference article: HR Basics - User Accounts Setup for how to add staff members.
