Practice Management > Managing Workflow

With Star PM Workflow you will be able to:

• Set up templates for the various types of work that you undertake, identifying key dates for responsible and assigned staff alike. Monitor progress and notify relevant staff of approaching or missed Due Dates, ensuring that critical activities are not overlooked.
• Improve compliance and control by ensuring a systematic approach is followed and firm’s standards are adhered to.
• Allocate staff and create budgets for both time and expenses.
• Track budget versus actual performance as the job progresses, allowing potential overruns to be identified and remedial action taken before the job is finished.
• Integrate seamlessly with Resource Management, saving time and ensuring Job Schedules and Budgets are always synchronised.
• Notify staff of tasks they are responsible for and of forthcoming critical dates.
• Reallocate work from one member of staff to another.
• Automatically generate email notifications of required actions (e.g. on completion of an aspect of work a bill needs to be raised), greatly reducing administration and streamlining the billing cycle.
• Monitor turnaround times against standards, providing a clear view of efficiency and client service levels as well as the opportunity to enhance these.
• Take advantage of Star PM’s integrated reporting tools to utilise exception-reporting techniques, streamlining operations while optimising management’s visibility into and control over them.