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Practice Management

Process Automation

Repeatable, Customisable, Milestones

Process automation can be built into your forms, task threads, and event templates to create repeatable process workflows throughout your business. 

This allows you to automatically query underlying data, and user responses, at particular milestones, and trigger a range of actions depending on the status or response. 

Available actions include sending a communication, skipping a task, aborting a thread, triggering a new task, creating a policy, or asking further questions, where additional information is needed. 

Compliant, Consistent, Service

Integrating automatic logic into your workflows, allows you to build process ‘train tracks’ throughout your business, with quality, compliance, good practice and great customer service, baked in. 

By linking forms, tasks, communications and events together, you can ensure that your customers receive the same, quality service, time after time, and reduce the likelihood of human error. 

If you would like personalised support to help build and install your processes, our Guru Services are here to help. 


Next Steps

Need to import existing data?
No problem...

If you’re looking to switch to PlanHappy from your current back office system, our data import tools make it easy to migrate your client records and data.

We can import data from any existing back office software system or build custom imports for unique data formats.

If you currently manage your existing data on a spreadsheet, we can even import that to!

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