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What does FINLEY7 actually do for medical practices?

FINLEY7 is a consulting firm focused on enabling doctors, their practices, and their clinics to optimize care & patient experience through technology and process improvement. At FINLEY7 we have one goal, to give you the freedom to focus on top quality care & serve your patients by eliminating administrative obstacles.


FINLEY7 meets you where you are today; equally capable of providing pragmatic solutions for smaller practices, such as process mapping, up to full operational system(s) integration & design. Above all else, we employ an ever-curious approach and deep expertise to provide solutions that suit the way you do business. We have the ability to leverage our strong partnerships with Egnyte, Formstack, Salesforce, and others to customize your workflow if/where needed. 


Connect with us now to reclaim your time and put the focus back on your patients where it belongs.



Our Process Consulting involves analyzing and improving the internal processes within a business, specifically those related to technology and technical systems. This facet of consulting aims to prepare for, streamline and optimize the use of technology to improve efficiency, reduce costs, and enhance overall business performance. Areas where process consulting in the technical space is often applied include software development, IT operations, project management, and data management. Overall, the goal of process consulting is to help businesses maximize the value of your current or future technology investments.

Technical Consulting, Training, & Adoption Support

Our team of experienced technology consultants works closely with clients to understand their unique business needs and develop customized technology solutions to meet those needs. 

Technology Strategy Consulting: We help clients develop and implement technology strategies that align with their business goals, drive growth, and improve operational efficiency.

Cloud Computing Consulting: We help businesses leverage cloud computing technologies to reduce costs, improve scalability, and enhance security.

Software Development Consulting: We provide end-to-end software development services, including design, development, testing, and deployment.

Data Analytics Consulting: We help clients make data-driven decisions by providing data analytics services, including data visualization, data mining, and predictive analytics.

Managed Services


Professional, technical managed services designed to provide ongoing support for businesses, ensuring system quality and ease of management. Our comprehensive suite of services covers IT infrastructure, cloud solutions, and data analytics. With our expertise and strategic guidance, you can stay ahead of the curve with the latest technologies and best practices. Partner with us for reliable support, allowing you to focus on your core business while we handle the complexities of technology. Experience efficient and streamlined operations with our managed services.

Salesforce Implementations & Integrations

Offering businesses tailored solutions to maximize the potential of the world's leading CRM platform. Our experience seamlessly integrates Salesforce into existing systems, streamlining data, automating workflows, and providing a comprehensive view of the customer journey. We ensure a smooth transition and minimal disruption to your business by prioritizing user adoption and simplicity. By offering comprehensive training and ongoing support to optimize operations, sales, marketing, and customer service. Partner with us to unlock Salesforce's transformative power and achieve your strategic objectives.

Document Generation, Workflow & Form Capture 

A comprehensive platform for document generation, management and form submission brings numerous benefits to streamline your business, ensuring smooth data transfer and eliminating manual data entry. Automation capabilities simplify complex workflows, including approval processes and document generation, reducing errors and saving time. Personalized documents can be created based on form responses, such as contracts, agreements, and letters. Robust data collection, management, and reporting features ensure security, easy data export, and insightful analytics.  Simplify the entire process of creating, submitting, and managing forms, offering automation, customization, and data-driven insights.

Secure Document Storage & Collaboration Implementations

Secure document management that doesn't interfere with workflows or collaborative work offers significant benefits. Providing secure storage with robust access controls, encryption, and data redundancy while simultaneously facilitating real-time collaboration. Integration capabilities enable seamless work with other productivity tools. Additionally, these tools can offer efficient file sharing, syncing options, document organization, collaborative features for effective teamwork, and streamlined workflow management with Kanban boards, calendars, and customizable databases. These tools also may serve as a centralized knowledge base, simplifying information access and sharing. Let us help you build day-to-day operational efficiency with industry leading secure tools, both enhancing productivity and facilitating efficient collaboration.

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