Continuous Education

Follow-up of Tasks and Reminders


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.