WorkFlow: Collateral

WorkFlow provides additional functionality to Practice Manager including advanced workflow and work management, dashboards and multiple offices. Within these three key areas of functionality there is plenty of flexibility to cater for the differing requirements in every practice.

We have collated all the information we think you'll need to get started on the setting up, using and reporting within the module so that you can get the most out of it for your practice.

Starting with WorkFlow

These articles provide a step by step guide on how to setup WorkFlow.

Advanced Workflow and Work Management

These articles provide information on Jobs and Tasks, including what they are and what they can be used for.

General Information and Terminology
Configuration
Usability
Reporting
- How do I create a new report? KB
- How do I run a report? KB

Dashboards

These articles provide details on setting up and configuring dashboards and widgets and setting up multiple dashboards.

Multiple Offices

These articles provide information on setting up Multiple Offices.

Other Collateral

Take a look at the Communications Centre: Collateral KB for more information on how to use WorkFlow with Communications Centre.