Cass
2 years agoVirtual Explorer
How do we challenge ourselves?
We’re a group of 3 practices operating under a single license, all are XPlan based. We would consider ourselves ‘pretty good’ users of XPlan. How do we learn what we don’t know? Challenge ourselve...
roccomusumeci
2 years agoExploring Newcomer
Great to hear you're eager to take your XPlan skills up a level! Before jumping into training, imagine how your practice's daily experience could change for the better with XPlan or any software, for that matter. What inefficiencies or pain points could it solve? With that future vision defined, let your goals guide targeted training and exploration of key features that'll make the biggest impact. Resist activating every bell and whistle at once! Instead, selectively implement functionality that gets you to your ideal daily experience.
primrose.foster
Advisely Team
2 years agoWhatever software you are using in your tech stack, Xplan or otherwise - these are some great tips roccomusumeci
Thanks for sharing!
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