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Consulting services include examination and evaluation of practice management and document management software as related to the needs of the client. The many options, such as cloud or on-premise considerations should be discussed and settled before moving forward with other concerns, such as features, updates and basic functionality needed. Consulting also includes workflow evaluation, documentation review, policies and procedures (as they relate to the practice management or document management implementation), and training delivery and assessment. You can use Excedere Training & Consulting to evaluate current software (if you are trying to decide which program meets your needs), or you can have us evaluate your usage of your current software to assess and assist in the improvement of your daily processes.

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