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Managing an agency is never easy. But now there’s truly a way to manage your clients and increase efficiency on all levels.
Identify clients throughout every "checkpoint" of the process. Sort by criteria such as new or completed screenings and assigned cycles.
Tasking & Scheduling
Create tasks for yourself or your team and manage your client's appointments.
Administer steps to ensure that your clients are getting the best match for the smoothest journey possible.
Communicate with clients directly to provide them with the necessary resources needed for the entire process.
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