Most practices stay on software they’ve outgrown because switching feels too risky. We built our onboarding process to remove every reason to hesitate. From data migration to go-live day, we handle it with you.
Here’s what switching to Reviva actually looks like.
Switching doesn’t have to mean starting from scratch. Here’s exactly what the process looks like, from your first call to your first day live.
01Discovery
We learn how your practice runs
We start by understanding your services, team, schedule, and workflows so everything is built to match how you already operate. Your patient records, forms, and history come with you. We handle the migration so nothing gets left behind.
Services & workflows mapped
Team & schedule modeled
Patient records migrated securely
02Configuration
We configure your system together
From services and memberships to scheduling and messaging, we set everything up with you so nothing gets missed. The platform is intuitive enough to navigate on your own, and we’re there every step of the way if you need us.
Services, memberships, packages
Scheduling & messaging templates
Paired sessions — or self-serve
03Training
Train your team as we build
Your team learns the system while it’s being set up, so they’re confident from day one. We walk through the platform at your pace, with role-specific guidance for providers, front desk, and admin.
Role-specific walkthroughs
Live Q&A as you learn
Practice with real data
04Go-live
We go live with you
We are there on your go-live day, in person, to support your team, answer questions, and make real-time adjustments. No scrambling, no support tickets, no waiting on hold.
On-site on day one
Real-time adjustments
No waiting on support
05Ongoing partnership
We stay involved as you grow
As your practice evolves, we help you refine workflows, optimize performance, and get more out of the system. A team that knows your practice, not just your ticket number.
Workflow refinement
Performance optimization
Direct human relationship
Real support
Real support, not just instructions.
Most platforms hand you a login and a help center. We work alongside you to make sure your system is set up correctly from the start.
Some practices want to move fast and configure things independently. Reviva works that way too. The platform is built to be intuitive enough to set up on your own, and whenever you want support, we’re there — not behind a help doc, but on a call or in person.
Yes. We handle the full data migration from your existing platform before you go live, so nothing gets left behind.
No. We manage the full data migration from your existing platform. Patient records, history, forms, and documents are transferred securely before you go live.
It depends on the complexity of your practice. Book a demo to get a better estimate.
None. The platform is built to be configured without IT support.
We stay close. You’ll have a dedicated team checking in during your first weeks post-launch to make sure everything is running smoothly and your team is confident.
Ready when you are
Ready to see what this looks like for your practice?