IntakeQ / PracticeQ Digital Solutions
At Eaton Efficiency and Education, we understand the unique challenges that solopreneurs and small practices face. That’s why we’ve created a comprehensive suite of digital solutions designed to streamline your practice, save you time, and enhance your client experience.
Explore our collection of customizable notes, forms, resources, widgets, and more to find the perfect tools for your practice.
612. Archive Client
PreviewOften times, it is much easier to bulk archive clients at a specified time – once a week, once a month, once a year. However, it is helpful to document when they should be archived, and why, and also add a tag to the client chart for easy identification by office staff.