In any organization or firm, work needs to get formal approval before the work begins.
Marketing initiatives, invoices, time tracking, reminders, and many other work tasks progress through a series of approvals before they get into consideration either ready to commence or completion of work.
Firms can create specific approval processes or workflows to streamline how work should be approved (or rejected) to save time and improve productivity.
An approval process is the procedure an organization uses to approve documents, invoices, budgets, purchase orders, to a new process that a firm wants to initiate.
Implementation of an approval process can systematize company internal processes that save time by creating a dependable, repeatable system.
Approval processes in the cloud-based practice management solution is a sequence of work from initiation to completion, that ensure work is approved the same way every time.
By creating approval processes manually, it consumes time and extremely boring, which leads to delay in service delivery, missed payments, poor document management, and a non-uniform approval process.
By using this tool for approval processes and workflows can guide the users through the uniform process. The benefits of this automated approval process include time-saving, increases efficiency and improves productivity.
An approval process in this tool improves transparency and compliance within an organization, therefore everyone in the team completes work in time and accordance with predefined criteria.
It also improves decision making, such as whether or not to accept a project. The structured process helps you identify costs and benefits of any work proposal.
Based on the company requirements or purpose of the approval process may differ.
These include :
1. Vendor submission
An approval process usually begins with a vendor submitting a document or invoice or requirements of their activity.
The approval process depends on clients approving the work, the person who can edit, reject or approve a submission.
3. Set Due Dates
In this practice management software, users can easily set important deadlines to keep track of workflows and minimise work backlogs.
4. Alerts and Notifications
This software provides clear visibility of the status of a project, planned vs actual recovery and billing.
5. Email Templates
Practice management has built-in email templates and also adds a personalized touch for enhanced communication.
Practice management, a SaaS platform manages and automates the manual tasks. It is designed to increase work agility and collaboration by providing a powerful platform for organizations to plan, track, automate, and analytical reporting.