Prepared for Crestview Orthopedics
A quiet quarter — which took a lot of work.
Everything below comes from the connected systems, not from memory: your tickets, your fleet, your security posture, and the money we found on your bill. Thirty minutes, and you'll know exactly what you're paying for.
What your team needed from us
Your fleet & security posture
| Devices under management | 41 |
| Patched within 14 days | 97% |
| EDR (SentinelOne) coverage | 40 of 41 — the imaging server is scheduled this week |
| Backup | green across the fleet · restore test passed May 22 |
| MFA coverage | 96% — 2 accounts remaining, both scheduled |
This is the posture summary your cyber-insurance renewal asks for — keep this page for the application.
What we fixed before you noticed
Your team’s most common request (24% of tickets) is handled by the automation with identity verification — median 40 seconds, any hour. 31 resets this quarter never waited for a tech.
The nightly reconciliation found 4 unused licenses on your account. They came off your bill in June — $610/month back to you, ongoing.
Completed May 30. The slow-workstation tickets that used to be your #2 category dropped to zero in June.
New-patient forms now land in your PM suite structured — your front desk stopped re-typing them in April. That was the top recommendation from your assessment; it’s now saving ~9 hours a week.
Next quarter — our recommendations
Two accounts and one server close the gap to 100%. Zero cost — covered under your agreement.
Your backups pass tests; your compliance file should say so. We’ll attach the evidence to every QBR going forward.
The same rails as your intake automation, pointed at recovered bookings. Your assessment sized it at ~$18k/yr of recovered schedule; scope is two weeks.
This QBR pack writes itself from the same connected systems that power the MSP portal — drafted quarterly per client, reviewed by the account manager, sent under your brand. Renewal conversations stop being about feelings.