Creating and Editing Custom Processes (8 min)

Create and Edit custom processes in FYI to automate repetitive processes in your practice. These easy to configure processes, enable you to set up an efficient, consistent, and automated workflows appropriate to the needs of your practice.

Watch this tutorial to learn more about:

• Who can create/edit custom processes 
• Creating new custom processes
• Editing an existing custom process
• Adding, removing, cloning and re-ordering the steps of a custom process

For more information, refer to the section Custom Processes.