New Year Office Health Checkup
Published by Michelle Haupt on
Happy New Year!
At Ortho2, we know the start of a new year is often a time to set goals to make life better in the upcoming months. With that in mind, we put together a short New Year Office Health Checkup, a helpful list you can work through to ensure your practice is set up for success in the year ahead.
1. Ask for a rate review with your credit card processor
Requesting a rate review may help you lock in a lower rate or negotiate better terms. If you’re exploring other options, Edge Cloud integrates with several trusted providers, including:
2. Review your security and antivirus protections
It’s a good idea to periodically evaluate your security measures, such as antivirus software, firewalls, access controls, and policies, to ensure they’re still meeting your needs. Confirm your antivirus software is installed, running properly, and set to update automatically.
Pro tip: Review potential phishing and malware attacks that your team could face in today’s environment. Educate your team to help them identify and avoid dangerous cyber-attacks, cover best practices like using strong passwords, and set your practice up for a safe and secure 2026.
3. Evaluate your backups
Edge Cloud data is securely backed up in the cloud, so there’s nothing additional you need to do there. However, any systems or files outside of Edge Cloud should be reviewed to ensure backups are current and usable if needed.
4. Take a look at your internet service
Are you getting the speeds you need at the best possible rate? It may be worth checking whether another internet provider can offer better pricing or speeds. This can be a low lift with minimal office disruption.
5. Review the services you’re paying for
Just like reviewing personal subscriptions, this can be a great time to look at the services your practice uses and determine which ones are still providing value and where adjustments might make sense.
By taking even a few of these steps, you can help ensure your practice is running efficiently and confidently in the new year.
Cheers to a successful year ahead!
Questions, comments, or a great blog idea brewing? Email us — we're all ears.