For wellness managing directors: Clear outdated client folders daily
For wellness managing directors: Clear outdated client folders daily
Managing directors see outdated client folders pile up, creating privacy risk. Weekday cleanup trashes or quarantines old folders with a morning summary so operations spot failures.
Overview
Outdated client folders create privacy headaches and raise compliance risk for wellness practices. This weekday cleanup moves stale dossiers to trash or a quarantine folder and delivers a morning summary, giving managing directors clear visibility and reducing manual cleanups.
Notable Features
- Identify stale client folders
- Move flagged folders to quarantine
- Send weekday summary to managing director