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ADMINISTRATION TRAINING

WorkPlans

  • Work Plan Management

  • Item Templates

  • WorkPlan Assignments

  • WorkPlans in Cases

Accounting Integration

Advertisement Campaigns

Automated Procedure Management

Case Menu Configurator

Case Types

Client Portal Administration

Document Templates

Email/Note/Appointment/View Templates

Medical Record Request Types

Notifications Setup

Quick Injuries

Picklist Maintenance

Refer-Out Rules

Retainer Staff

Stages Setup

Status Setup

System Parameters

System Parameters (Internal)

Task Groups

Task Templates

Tip of the Week Admin

Text Message Templates

Template Pages Configuration

UDF Editor

Users

User Permission Groups

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