Best Practice - revamped!
Electronic library of useful practice templates & procedures
Best Practice is an electronic library of procedures, standard letters, checklists and practice management documents designed to put the information you need at your fingertips. And because Best Practice is so closely integrated with Practice Manager, it requires almost no additional staff training.
It consists of a comprehensive range of Word and HTML documents and Excel spreadsheets that have been proven successful in improving the performance of hundreds of practices all over Australia.
Whether you need a simple letter of engagement or a procedure for inducting new employees into your firm, you are never more than a few mouse clicks away with Best Practice. It contains a wealth of procedures and supporting material that allow your staff to do more billable work in less time.
PROVEN CONTENT BY BUSINESS FITNESS
The content of Best Practice has been sourced from Business Fitness who specialises in best practice systems, tools and strategic advice to help them streamline processes, improve efficiency and reduce compliance risk.
KEY FEATURES
- Generate personalised correspondence using standard templates: tag the client in Contact Manager, and select the document you require in Document Manager - mail merge codes are already inserted, ready to print.
- Completely integrated with HandiSoft Practice Manager, with its own Document Manager electronic filing cabinet.
- You can easily integrate your own documents and procedures to replace any of those supplied.
- The comprehensive framework includes checklists, procedures and standards.
- Designed for maximum flexibility to suit the needs of any practice.
- Encourages all staff to provide standardised high quality services.
- Checklists and procedures can be linked to specific tasks in Jobflow Manager.
Please Note: A current Document Manager license is required for every Best Practice license purchase.
For more information