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How to change practice software, step by step

Changing practice software is a project with a known shape. Practices that treat it as one sail through; practices that improvise supply the horror stories.

Dashboard — booking analytics, quick actionsFIG. 01
Dashboard — booking analytics, quick actions

The approach

The shape, in six steps. One: write down your ten hardest workflows — not features, workflows ('family of five, mixed funds, one invoice'). Two: shortlist three platforms and make each demo YOUR workflows; a demo you don't drive is an ad. Three: interrogate migration — what moves, who does the work, how it's verified. Four: check the boring load-bearing things — data residency, audit trails, permissions, exit rights. Five: pilot with parallel running on real data before cut-over. Six: cut over on a quiet date with the old system still readable. Any vendor uncomfortable with this process is telling you something.

Common questions

Is Intellicore built for Australian practices?

Entirely. Australian company (Intellisys Core Pty Ltd, Queensland), data hosted in AWS Sydney with one isolated database schema per practice, Privacy Act-aligned compliance posture, GST-compliant invoicing, and Medicare, DVA and health-fund claiming modelled end to end.

How does Intellicore pricing work?

Pricing is quoted per practice after a demo, and onboarding is done for you — our team installs, configures, migrates your data and trains your staff. There is no self-serve signup: every practice goes live with its data and workflows in place rather than an empty account.

How do I see it working?

Book a demo — we'll walk through Intellicore configured for your kind of practice, with your workflows. Use the form on this page and we'll reply to arrange a time that suits your team.

See it working with your kind of data

Register your interest and we'll arrange a walkthrough of Intellicore configured for your practice — your workflows, your questions, no obligation.

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