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

m anaging the m atter f ile m anagement
SMART_READER_LITE
LIVE PREVIEW

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

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
SLIDE 1

MANAGING THE MATTER

slide-2
SLIDE 2
  • Shared drive/folders

– File naming conventions

  • Practice management software
  • Document management software

FILE MANAGEMENT

slide-3
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
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
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
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
SLIDE 7

PROJECT MANAGEMENT