Pipelines and Workflows to Organize your Practice
Create visual worflows for the most common tasks in your private practice to make sure nothing gets missed again!
Customized workflows for all the important tasks your practice manages
I bet you have several processes in your business where every step matters. The problem is, we are all human and it is easy to miss a step, forget to document along the way, or keep the other team members in the loop. That is where custom pipelines and workflows become your best tool. They help you see where all your clients are in your pipeline whether it be intake coordination or records requests. The client won't move on to the next identified step in your process until they have completed the previous step requirements. Track how long it takes your employees from moving clients from one stage to the next, and why some make it all the way
while others don't.