Currently considering alternatives to our vendor specific practice management software since they are EOL their software in a year, current option is to move to their new product, get a developer in or look into something similar. I am really struggling to find something to replace what we currently use.
We are a practice,
Would be interesting to see what you guys use.
We are a practice,
- the PA's need a method to create documents (using a template that pulls correspondence details from a DB) and lookup client details / reference numbers
- the users need to be able to file their emails into respective client folders
- there needs to be a way to see which documents were created recently for a respective client.
- the ability to scann correspondence / documents into client folders
Would be interesting to see what you guys use.