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

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Nov 30, 2022 352 likes •434 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

SLIDE 1

MANAGING THE MATTER

SLIDE 2

Shared drive/folders

– File naming conventions

Practice management software
Document management software

FILE MANAGEMENT

SLIDE 3

Short-hand for how to do it
Digital file management
Techniques for paperless workflows

– PDF – Practice Management Software – Digital Signing

THE “PAPERLESS” OFFICE

SLIDE 4

Necessary system for practice
Traditional vs. Cloud Options
Additional Considerations

–process for implementation and maintenance –linking

billing
accounting
smartphone and mobile devices

PRACTICE MANAGEMENT SOFTWARE

SLIDE 5

How long do I have to keep files?
Where do I keep files?
In what format should files be kept?

FILE RETENTION

SLIDE 6

Put steps in writing
Have staff write down detailed procedures
Automate your checklists with practice

managers’ advanced features

WORKFLOW/CHECKLISTS/PROCEDURES

SLIDE 7