Go It Alone
Sign up for a free trial and get your feet wet! Panacea is designed for the adventurous, but not particularly technical, client to self-install
Panacea is easy to set up and easy to use
Whether you go it alone, utilise our services or work with a trusted partner, we’re here to help.
We’ll Help You
An optional professional service, our remote Launch Team will actively help you every step of the way
Panacea Experts
Prefer on-site support? Want to work with your existing IT service provider? No problem. We have a network of Panacea Experts from around the world.
Data Migration
No matter which option you choose, if you’re migrating from a legacy system we recommend that you utilise our professional, fixed-price data migration service.
Detailed set-up and configuration guides are available at our support site. Every installation is different, but here is the general sequence of events for getting set-up and running with Panacea at your practice:
Step 1: Evaluate
Sign up for a free trial and get to know Panacea for yourself.
Remember that you will be starting with a blank slate and you will need to create a bit of data to get a meaningful idea of how it works. We also thoroughly recommend setting up a free, no-obligation demo at a time to suit you. Demos are provided remotely to customers anywhere in the world.
If you have a large or complex practice, if you’re not particularly tech-savvy or if you’re simply too busy to evaluate the product for yourself then do consider working with one of our trusted Panacea Experts. They can help you set up and evaluate Panacea and how it meets your business requirements. If you’re going to work with a Panacea Expert or our Launch Team then the sooner they are engaged the better.
Step 2: Plan and Communicate
Fail to plan, plan to… well, you get the point. We’ve made switching to Panacea as easy and as painfree as possible, but adequate planning and communication is still vital to achieving a successful implementation.
It’s certainly possible to migrate to Panacea while your clinic is up and running, but you should be prepared to have all hands on deck for training and planning sessions and for the inevitable post-migration bedding in period.
Key steps for your migration are:
Staff training
We find that members of your team are typically the best trainers that the rest of your team can have. They understand the inner workings and the rythms of your practice and they’re going to be around for the long-term.
We recommend early ‘train the trainer’ sessions with key members of your team at least a few weeks before the migration.
We recommend at least one classroom training session for each team member prior to installation, with training either provided by your deputised trainers or by one of our trusted Panacea Experts.
Don’t forget to allow for plenty of post-installation testing - see below.
Communication
You can’t over-communicate with your staff or your clients before, during or after the migration.
Consider how you will keep your team engaged and informed throughout. We find that a countdown calendar (or whiteboard or anything that shows the number of days to installation) is a great way of building enthusiasm and excitement.
Clients also like to be informed and to know what’s going on. Our experience is that clients are much more flexible and accepting of minor disruptions if they know that your team is getting to know a new systems, so consider how you’ll keep them informed.
Step 3: Data Migration
We will migrate the data from your legacy practice management system to Panacea at a date and time agreed with you in advance.
We recommend that we perform a test migration at least one week before your installation date so you can test it out prior to go-live.
We’ll then re-sync your data after closing on the last day before the migration to capture any data that’s changed since the test migration.
Step 4: Go Live!
Plan go live for the quietest day of the week, but consider having all of your team rostered on that day to minimise client disruption and to maximise training time.
Everyone responds differently to change, so be prepared for some staff to need more coaching and suppor than others - particularly if they’re really busy.
We also recommend phasing some features in over time as your team have had a chance to become more accustomed to the system. Client self-service, for example, will save your staff a heap of time in future, but for now it’s a feature that’s probably best left until your team are confident with the day to day use of the app.
Ongoing
To get the most out of Panacea we recommend training new staff and providing regular refresh training to existing staff.
You can expect a steady stream of new features and improvements over time, so keep an eye on our regular release notes and consider how to best take advantage of new features to make your practice more successful.
