Project Milestones
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With Simply P&O you are not bound by fixed data fields. Create your own milestones to help you run an efficient lean practice.
Create clinical, technical and administrative milestones from client initial contact to production to billing to follow up, never missing a step along the way.
Create as many or as few milestones as you practice requires and customize the milestones to reflect the needs of your practice.
Build it.
By building you're own milestones you will never drop the ball again. Did you provide a quote and forget to follow up with it? or did you complete all the necessary steps to accessing funding for your client. Milestones are the answer to your productivity and you need to be productive as this has a major impact on your bottom line.