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Concierge Medicine | Southlake, TX

A clean break from an inherited IT provider, with help desk responses under 15 minutes

Destination Health

At a glance

Size
1 provider, 8 users
Location
1 location, Southlake, TX
Systems
Greenway, QuickBooks, Microsoft 365
Client relationship
Galleon client since 2026

The situation

Destination Health is a concierge, membership-based medical practice in Southlake offering personalized care focused on chronic or age-related limitations, preventive wellness, and same-day or next-day urgent appointments with longer visits and 24/7 access. The practice had inherited its IT provider and had seen service decline over several years. It was paying more than it felt the service warranted, and its network still relied on equipment owned by that provider. Moving to Galleon meant addressing both problems while accounting for the systems staff used every day, including Greenway, QuickBooks, and Microsoft 365.

What Galleon did

  • Replaced on-premises Active Directory with Microsoft Entra ID for user identity and access.
  • Moved shared files from a virtual file server to SharePoint.
  • Retired the virtual server that had hosted QuickBooks.
  • Aligned Microsoft 365 licensing with the practice's needs.
  • Removed the network's dependence on equipment owned by the former IT provider.

The result

Within the first 30 days, Galleon resolved the initial issues, lowered the practice's IT costs, and brought help desk response times below 15 minutes. The practice also gained direct control over its own network and strengthened how it manages access to accounts and shared files.

Why it mattered

For a single-provider practice that offers same-day or next-day urgent appointments, fast IT support matters. Staff now have a quicker way to get help when a technical issue interrupts their work.

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