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  1. FYI
  2. Process Automation
  3. Custom Processes

Custom Processes

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You can set up Custom Processes specifically for the needs of your practice.

  • Setting up Custom Processes
  • Importing Custom Processes
  • Importing Custom Processes using Drag and Drop
  • Custom Processes using Views and Summary Notifications
  • AutoComplete Tasks
  • Exporting Custom Processes
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