Continuous Education
CTRL/Clinic

Follow-up of Tasks and Reminders

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Coming soon

Eliminate oversights and provide better follow-up to your clients! Learn the basics of task follow-up management. How to create, configure and track memos. How to operate a pending action window. How to filter by the user and/or task type. How to email and schedule directly from a mémo. We will also review typical management cases; receivables, lab cases, and reminder management.

CTRL/Clinic     

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