The system you already bought, in daily use.
I run the work between “we signed” and “the team actually uses it.” Intake, folders, naming, go-live, and the first 90 days of adoption.
Who this is for
Dental and medical practices, therapy and home-health offices, law and accounting firms, and software vendors who need clients live after the sale.
Who this is not for
Lead generation, websites, or legal advice. I organize the rollout and the records habit. Counsel owns legal opinions.
The problem
- A deal closes, then a week disappears chasing documents.
- Staff keep the notes that matter in a side folder.
- The platform went live. Nobody uses it the way it was sold. The owner is still the filing cabinet.
What I do
Project management, customer success, and document-system design in one seat. Former document-management consultant in office products and HIPAA-oriented cloud storage. CSM. CSPO.
I do not replace Dentrix, Eaglesoft, Open Dental, Curve, Clio, or your equivalent. Those stay the system of record. I make the office file layer and the onboarding path run without you hunting.
Three offers
- Records & Onboarding Audit — $750. 90 minutes plus a written pack the same day. Credited toward a 30-day install if you start within 14 days.
- Go-Live in 30 Days — $4,000–$8,000. Folders, naming, intake, chase rules, training tracker, handoff.
- Fractional CSM / Implementation — $2,500–$5,000 a month. For a vendor book of accounts or a multi-location practice.
Stack
Google Workspace or Microsoft 365. Paid business plan. BAA before sensitive files move. Personal Gmail, personal Drive, and iCloud are out of scope for patient or client files.
Book the audit
$750. Email gary@garyrmccarty.com with the subject “Records and Onboarding Audit.”
Bring the last time a missing file, a stalled onboarding, or an unused login cost you a day.
There is no free discovery call on this page.
