This article describes the features of Organiser within Unity Practice Management and how it can help you manage your cases efficiently.
Overview
Organiser, is available from the left toolbar and with the help of calendars, timelines and task boards it lets you keep an eye on the status of your cases and organise the key steps required in a clear way for you and your team to handle cases from start to finish.
Calendar
A variety of calendar views are available so you can see what is due to be completed on any given day. You can set up teams of people so you can all see what's going on.
Timeline
Timeline views within cases let you see in a snapshot the stage your case has reached and follow it through in a logical progression. You can see what has been completed, what is overdue and what is coming up:
Tasks
Tasks is the place to be to see a list of all Tasks, assign or reassign them, mark as completed or delete. You can also create new tasks, print and watch projects
Task Boards
Task Boards enable you to manage your cases to ensure the essentials have been done from a compliance and case management angle: