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Internal Communication

Creating and Managing Tasks

  • Tasks Overview and Settings
  • Create a Single Task
  • Create a Repeating Task
  • Set Up Automatically Created Tasks
  • View Tasks
  • Mark a Task as Done

Shared Inbox

  • Managing Messages in Your Shared Inbox

Creating and Using Tags

  • Tags Overview and Settings
  • Create a Tag
  • View Tags
  • Merge Tags
  • Edit or Delete a Tag
  • Add Client, Patient, and Invoice Tags

Knowledge Base

  • Using the Knowledge Base
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