Encharge + Practice Better
Add new tagged persons in Encharge as clients in Practice Better
Improve your client management staff's efficiency with the Encharge and Practice Better integration. Whenever you add a new tag to an individual’s profile in Encharge, the identical tag will also be added to the relevant client in Practice Better. This workflow provides consistency in documenting client records across both applications, eliminates the need for repetitive tasks, and reduces data entry errors. Manage your clients more effectively with this streamlined process.
Improve your client management staff's efficiency with the Encharge and Practice Better integration. Whenever you add a new tag to an individual’s profile in Encharge, the identical tag will also be added to the relevant client in Practice Better. This workflow provides consistency in documenting client records across both applications, eliminates the need for repetitive tasks, and reduces data entry errors. Manage your clients more effectively with this streamlined process.
- When this happens...Tag Added to Person
Triggers when a person is tagged.
- automatically do this!Add Client
Add a new client to your account.
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