Do you have an efficient process for archiving your clients?

Many practices face challenges with properly offboarding and archiving clients in XPLAN, whether due to the end of an ongoing arrangement or a client's passing.

To streamline this process of offboarding, Enzumo has developed an offboarding/archive wizard that guides you through each necessary step. This tool ensures that any fees or communications are discontinued, and that the client profile is archived correctly in X{LAN. Consequently, any bulk reports or client lists you generate can include only active clients.

Implementing this wizard enhances client management within practices by providing a straightforward, step-by-step solution for client offboarding.