Services and Tasks
Overview A procedure is a service offered to clients by your practice. It is constructed from info types and detail the information passed back and forth b...
Mon, 30 Sep, 2019 at 7:38 PM
Overview You can add a default schedule to a Procedure. This allows you to define the schedule once, and have it automatically created when you assign the ...
Mon, 23 Sep, 2019 at 3:07 PM
Overview You can easily add information to collect in the Procedure anytime. You may even choose to skip it while creating the Procedure and come back late...
Sat, 7 Sep, 2019 at 9:45 AM
Overview You can easily add information to send in the Procedure anytime. You may even choose to skip it while creating the Procedure and come back later t...
Mon, 30 Sep, 2019 at 7:05 PM
Overview You can easily add information fir internal use in the Procedure anytime. You may even choose to skip it while creating the Procedure and come bac...
Sat, 7 Sep, 2019 at 9:44 AM
What is a Task? In Pragmeo, a Task is a recurring activity for exchanging information with clients either in the form of downloadable documents or editable...
Mon, 20 Jul, 2020 at 3:51 PM
Overview Clients are signed up for services by creating tasks. A task associates a service to a client, and controls the scheduling, who participates etc. ...
Mon, 23 Sep, 2019 at 2:32 PM