--- title: Getting ready for your Setup for Success meeting description: The first step of onboarding with Surgical Partners is to hold our Setup for Success meeting, where we’ll walk through all the technical information we need about your practice and practitioners, so we can get things off on the right foot. --- [Skip to content](https://learn.surgicalpartners.com.au/getting-ready-for-your-setup-for-success-meeting#main-content) English Show submenu for translations [Support](https://learn.surgicalpartners.com.au/kb-tickets/new?hsLang=en) ![SP-Logo-White.png\]](https://learn.surgicalpartners.com.au/hs-fs/hubfs/SP-Logo-White.png?height=40&name=SP-Logo-White.png) - [Surgical Partners Blog](https://surgicalpartners-com-au-2526213.hs-sites.com/blog) Open main navigation Close main navigation - [Surgical Partners Blog](https://surgicalpartners-com-au-2526213.hs-sites.com/blog) - English Show submenu for translations - [Support](https://learn.surgicalpartners.com.au/kb-tickets/new) - Contact us Contact us Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://learn.surgicalpartners.com.au/?hsLang=en) 2. [Onboarding](https://learn.surgicalpartners.com.au/onboarding?hsLang=en) 3. [Setup for Success](https://learn.surgicalpartners.com.au/onboarding?hsLang=en#setup-for-success) # Getting ready for your Setup for Success meeting ## The first step of onboarding with Surgical Partners is to hold our Setup for Success meeting, where we’ll walk through all the technical information we need about your practice and practitioners, so we can get things off on the right foot. You'll be invited to book your meeting at the appropriate time.  In preparation for that meeting, it would be great if you could put aside some time to download and complete the below spreadsheet with the critical information we need to setup your practice. ### [**Setup for Success Spreadsheet**](https://learn.surgicalpartners.com.au/hubfs/Practitioner%20Setup%20Template.xlsx?hsLang=en) The completed spreadsheet should be emailed to support@surgicalpartners.com.au  As the spreadsheet can look a little daunting, we've recording this short video to walk you through the spreadsheet and explain how to complete it effectively     - [Onboarding](https://learn.surgicalpartners.com.au/onboarding?hsLang=en#main-content) - [General](https://learn.surgicalpartners.com.au/onboarding?hsLang=en#general) - [Per Practice Management System](https://learn.surgicalpartners.com.au/onboarding?hsLang=en#per-practice-management-system) - [Setup for Success](https://learn.surgicalpartners.com.au/onboarding?hsLang=en#setup-for-success) - [Get Live Support](https://learn.surgicalpartners.com.au/get-live-support?hsLang=en#main-content) - [Live Support](https://learn.surgicalpartners.com.au/get-live-support?hsLang=en#live-support) - [Bank Reconciliation](https://learn.surgicalpartners.com.au/bank-reconciliation?hsLang=en#main-content) - [Matching](https://learn.surgicalpartners.com.au/bank-reconciliation?hsLang=en#matching) - [Unreconcile](https://learn.surgicalpartners.com.au/bank-reconciliation?hsLang=en#unreconcile) - [Automated Doctor Disbursements](https://learn.surgicalpartners.com.au/automated-doctor-disbursements?hsLang=en#main-content) - [Pay Runs](https://learn.surgicalpartners.com.au/automated-doctor-disbursements?hsLang=en#pay-runs) - [Receipting](https://learn.surgicalpartners.com.au/receipting?hsLang=en#main-content) - [Pracsoft](https://learn.surgicalpartners.com.au/receipting?hsLang=en#pracsoft) - [Best Practice](https://learn.surgicalpartners.com.au/receipting?hsLang=en#best-practice) - [Genie Solutions](https://learn.surgicalpartners.com.au/receipting?hsLang=en#genie-solutions) - [Accounting integration](https://learn.surgicalpartners.com.au/accounting-integration?hsLang=en#main-content) - [Setup](https://learn.surgicalpartners.com.au/accounting-integration?hsLang=en#setup) - [Troubleshooting](https://learn.surgicalpartners.com.au/accounting-integration?hsLang=en#troubleshooting) - [SP PracticeHub](https://learn.surgicalpartners.com.au/sp-practicehub?hsLang=en#main-content) - [Getting to know the SP PracticeHub](https://learn.surgicalpartners.com.au/sp-practicehub?hsLang=en#getting-to-know-the-sp-practicehub) - [Configuring your custom settings](https://learn.surgicalpartners.com.au/sp-practicehub?hsLang=en#configuring-your-custom-settings) - [Setting up a doctor in your practice](https://learn.surgicalpartners.com.au/sp-practicehub?hsLang=en#setting-up-a-doctor-in-your-practice) - [Pay Run Management](https://learn.surgicalpartners.com.au/sp-practicehub?hsLang=en#pay-run-management) - [SP DoctorHub](https://learn.surgicalpartners.com.au/sp-doctorhub?hsLang=en#main-content) - [Set up](https://learn.surgicalpartners.com.au/sp-doctorhub?hsLang=en#set-up) - [Features](https://learn.surgicalpartners.com.au/sp-doctorhub?hsLang=en#features) - [Release Notes](https://learn.surgicalpartners.com.au/release-notes?hsLang=en) - [Viper Learning](https://learn.surgicalpartners.com.au/viper-learning?hsLang=en) - [Doctor Wallet](https://learn.surgicalpartners.com.au/doctor-wallet?hsLang=en) - [Surgical Partners Blog](https://surgicalpartners-com-au-2526213.hs-sites.com/blog) [![SP-Logo-web\_Artboard-4-300x145.png](https://learn.surgicalpartners.com.au/hs-fs/hubfs/Surgical_Partners_October2016_Theme/SP-Logo-web_Artboard-4-300x145.png?width=300&height=145&name=SP-Logo-web_Artboard-4-300x145.png "SP-Logo-web_Artboard-4-300x145.png")](http://www.surgicalpartners.com.au) Surgical Partners Help Center Copyright © 2026, Surgical Partners ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://2526213.fs1.hubspotusercontent-na1.net/hubfs/2526213/Setup%20for%20Success%20spreadsheet.mp4", "dateModified" : "2022-05-26T20:29:58.779Z", "description" : "", "duration" : "PT4M51S", "height" : 720, "name" : "Setup for Success spreadsheet", "thumbnailUrl" : "https://2526213.fs1.hubspotusercontent-na1.net/hubfs/2526213/Setup%20for%20Success%20spreadsheet.mp4/medium.jpg", "uploadDate" : "2020-12-14T08:05:03.009Z", "width" : 1280 } ```