In this webinar we will be covering the setup of the practice management module. This is the stage 2 of our onboarding as it involves setting up your business processes within the practice management.

Within the Practice Management we will work to add new services, set up deadlines and tasks. Based on this we can also create and trigger automation to remind your clients about their deadlines. We will also look at the risk assessment tools for your practice. Finally, we will also be looking at the tools can be used to increase your productivity in your practice.

The session will cover the setup and the use cases of this module, we will also cover user roles within the system.