BTCSoftware’s Practice Management solution allows proactive and time-saving management of your client base, appointments, paperwork, and much more.
We are passionate about creating software that helps you with your day to day tasks. We would love for you to make the most of it, which is why we have created this series of short video demonstrations.
Each video looks at a different portion of PM Solution and shows you just how simple it really is. If you still have any questions after watching the videos or if you’d like to know more about how BTCSoftware Solutions can help you, please get in touch on 0345 241 5030 or email the team at [email protected]
Video 1: How to set up your clients
The first video in this series begins with the client management functionality of PM Solution. See how to import your clients from another software provider or using a CSV format spreadsheet, and how to retain your existing client references.
You will also see how the clients are managed within two categories: Individuals and Organisations.
Video 2: How to use the tabs menu
This video takes you through the tab menu in PM Solution and how each is used for easy client management. Understand how you can use PM Solution to manage a client’s data, key dates, appointments, returns, files, and more.
Video 3: How to use events
The events feature of PM Solution allows you to track appointments and events against each client’s record. This video shows how to create appointments, set due dates, add events, customise events and create exportable reports.
Video 4: How to use document management
Documents are managed within the Folders tab and held centrally against each client’s record. This video demonstrates how to scan, import, and create documents, as well as using folders and emails within Document Management.
Our friendly team is available to talk about how BTCSoftware can benefit you. Find out more by getting in touch with sales on 0345 241 5030 or emailing [email protected]