Posts Tagged ‘workflows’

Most practice management programs have the ability to use workflows, including Clio. Though Clio doesn’t use the term workflow, and it may not be obvious to new users. Clio has tasks and tasks can be organized into templates called Task Lists. The thing that ties it all together into a workflow is task dependencies. Why…

If you’re already using the document automation features that come with your general practice management software, you’re well on your way to successfully automating one part of your practice. But this is not the time to quit while you’re ahead! You’re oh so close to document assembly bliss; you should be able to taste it.…