M ANAGING THE M ATTER F ILE M ANAGEMENT Shared drive/folders File - PowerPoint PPT Presentation

Nov 30, 2022 •352 likes •430 views

M ANAGING THE M ATTER F ILE M ANAGEMENT Shared drive/folders File naming conventions Practice management software Document management software T HE PAPERLESS OFFICE Short-hand for how to do it Digital file management

M ANAGING THE M ATTER
F ILE M ANAGEMENT • Shared drive/folders – File naming conventions • Practice management software • Document management software
T HE “ PAPERLESS ” OFFICE • Short-hand for how to do it • Digital file management • Techniques for paperless workflows – PDF – Practice Management Software – Digital Signing
P RACTICE MANAGEMENT SOFTWARE • Necessary system for practice • Traditional vs. Cloud Options • Additional Considerations – process for implementation and maintenance – linking • billing • accounting • smartphone and mobile devices
F ILE RETENTION • How long do I have to keep files? • Where do I keep files? • In what format should files be kept?
W ORKFLOW / CHECKLISTS / PROCEDURES • Put steps in writing • Have staff write down detailed procedures • Automate your checklists with practice managers’ advanced features
P ROJECT MANAGEMENT

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