#10: Charting
Our electronic client files allow you to stay organized and have access to your client’s information in a few clicks. Save time, stay organized, comply with your industry rules and protect your data.
The Benefits!
- Create your own file templates and fill them out online.
- Upload images or documents in your client’s file.
- Stay organized.
- A back-up copy is made every 5 minutes.
How to do it?
Step 1: Create templates for your client files
Step 2: Add or consult client files