PRACTICE MANAGEMENT ONBOARDING & SUPPORT

Training & Services

Manage change with world-class help.

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TRAINING

Your training montage starts here!

No matter how good or simple a product is, it’s still new and something to learn. Our specialists have your back.

  • Initial training & support
  • Additional training during implementation
  • Train the trainer education
  • Ad-hoc training whenever you want it
  • And more!
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SERVICES

Offload “less desirable” tasks

Starting with a new system comes with some unavoidable conveniences (we didn't want to call them necessary evils because it’s not that bad), like setting up emails and user settings. We’ll help offload those burdens.

  • Insights reports configuration
  • Third party file extraction (we support a long list, just ask your sales rep or CSM)
  • Client list import
  • Task template configuration
  • And more!

“We switched from Office Tools to Canopy over 2 years ago. The implementation and data transfer was almost seamless.”

Ronda B. / Canopy Customer

Ready to get started?