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Article ID: 3057
Last updated: 27 Jun, 2024
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 WorkFlowThese articles provide a step by step guide on how to setup WorkFlow.
Advanced Workflow and Work ManagementThese articles provide information on Jobs and Tasks, including what they are and what they can be used for.
DashboardsThese articles provide details on setting up and configuring dashboards and widgets and setting up multiple dashboards.
Multiple OfficesThese articles provide information on setting up Multiple Offices.
Other CollateralTake a look at the Communications Centre: Collateral KB for more information on how to use WorkFlow with Communications Centre.
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