In this webinar, operations expert, Kate Guillen, taught listeners how to build and implement workflows in your practice. Kate covered what is a workflow and how does it work, how to create workflow templates, her list of recommended workflow templates, how to implement workflows to help with client and practice management, how workflows work in combo with activities, and how to utilize activity templates.
11.07.2023 - Workflow
Mastering Workflows in Your Practice
Presented by Kate Guillen, SimplicityOps