Practice Management > Managing Workflow

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Managing Workflow

Star PM Workflow provides the ultimate control over client related activities, enabling you to monitor deadlines and identify potential overruns before the job is complete.

With Star PM Workflow you will be able to:

  • Set up templates for the various types of work that you undertake, identifying key dates and responsible staff. Monitor progress and notify relevant staff of approaching or missed deadlines, ensuring that critical activities are not overlooked.
  • Create budgets for both time and expenses. Also track budget versus actual performance as the job progresses, allowing potential overruns to be identified and remedial action taken before the job is finished.
  • Allocate staff to the various stages of work, for subsequent integration with Resource Management and improving compliance and control.
  • 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, thus providing a clear view of efficiency and client service levels as well as the opportunity to enhance these.

Practice Management > Managing Workflow

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