Work Flow

Create Work Flows for your practice

The ‘Engine Room’ of the practice. Client Engager has two views:

Kanban Personally, our favourite – is interactive cards that are very easy to view.
Traditional More like the other practice management solutions out there.

Features Include

Kanban View

This view gives a great visual of your work timeline. There a few distinguishing colours, Red (overdue), Amber (due very soon), Yellow (due soon) and Green (ok)

Filtering

As well as viewing jobs by timeline, here are also many options for filtering by staff, manager, status, job type etc.

List View

This view offers a more traditional view, similar to that of other practice management software. This view is especially useful if you want to list notes on each service or task.