Graphic Imaging Services, Inc.’s Post

3 steps to make your documentation work: You can have some amazing documentation. But if you don’t make it clearly available and accessible, it still won’t serve its purpose. If you’re team is handing very informational and ‘easy answer’ types of questions that you have documentation on, here’s what you can do: 🗺️ Check the placement - The right place, at the right time. ↳ Tooltips for quick explanations, or supporting materials placed directly in the user journey can be a great way to make self-service materials much more available and accessible. ⚡️Make it digestible - Sometimes, less is more. ↳ Complicated documention can lead to customers feeling overwhelmed by more information. Check to see if your documention makes the goal or outcome clear. ♻️ Continue to identify needs - It’s a continuous activity . ↳ Check with your teams to see what gaps they need covered in documentation, and for a more data-driven approach, use the Time-Spent Method to identify wins. What is the Time-spent Method? Check it out here: https://lnkd.in/eVY8e5Fj ===== #selfservice #documentation #customersupport P.S. What’s your favorite self-service tip?

Say goodbye to AP/AR paper chaos! Discover how document digitization services transform manual bottlenecks into streamlined workflows. Learn how to boost productivity and reduce errors in our latest article: https://hubs.li/Q02V6mB00 #digitaltransformation #accountspayable #documentmanagement

NEW | Knowledge Hub Resource Head to Head Comparison: SmartVault vs FileCabinet CS Have UltraTax CS? SmartVault's UltraTax integration automatically routes and organizes files from UltraTax CS to SmartVault, freeing you from the hassle of doing it yourself. This saves you time, reduces human error, and makes it easier for your team. https://hubs.li/Q02Z5n640

📊 Streamline Your Financial Projects with Professional Templates Whether you’re managing budgets, creating reports, or building financial dashboards, having the right tools can make all the difference. I recently found this great collection of finance-focused templates designed to save time and improve accuracy. 👉 templatemania.gumroad.com Perfect for finance professionals looking for polished and practical solutions! #financial

Did you know 83% of employees waste time on lost documents? Stop wasting time on lost documents. With MemoApp, you can organize, track and store your files securely and effortlessly. Source: “Rethinking Your Document Management.” business.com Sign up for a FREE account! https://bit.ly/FreeMemoApp #MemoApp #documentmanagement #digitalsignature #esignature #remotework #proudfilipinomade

We do what Clippy never could - deliver clear, professional, client-ready documents without annoying pop-ups.📎 It looks like you’re writing a client report. Would you like help with that? #BusinessWriting #ProfessionalDesign #ClientDeliverables #WinningProposals

Stop feeling trapped in repetitive tasks. Accountants and bookkeepers can relate. That feeling of having to send countless emails just to remind clients to submit necessary documents for their onboarding or lodgements. It’s every bit of frustration. At Content Snare, we understand the frustration. Our platform is designed to: ⭐Cut back on manual emailing ⭐Stop spreadsheet tracking ⭐Collect documents upfront and in the right format Let Content Snare do its thing, so you don’t have to spend countless hours bothering clients. Channel your efforts into bigger business objectives. Schedule a time with Content Snare to see it in action! 👇 https://buff.ly/3TXiMdD Get your 2 months free Content Snare when you sign up for our annual plan.

Learn all about the problem Venterp solves, the solutions we offer & vision for the future in our free downloadable white paper linked below.

Discover the power of MadWhack's ePrep feature with this comprehensive user guide! Learn how to streamline your document preparation process and boost efficiency. Check it out now: https://lnkd.in/eFsvXwYy

Happy Tuesday Tune-Up! The day we  Fine-Tuning our Path to Success by revisiting essential Strategic Business Planning tools. Hello, record-keeping champions and guardians of quality care! 🌟 Welcome to Lesson 32: 📑 Documentation and Record-Keeping 📝 #Documentation Imagine your private practice as a library of care, and documentation is the ink that preserves the chapters of each client's journey. Today, your professional big sister is here to guide you in maintaining accurate and organized client records—a commitment that ensures compliance, quality care, and a legacy of impact that stands the test of time. 📚✨ Lesson Core: 📝 **Guardians of Care:** Think of documentation as a promise to uphold the well-being of your clients. By keeping detailed and organized records, you ensure that their journeys are supported and nurtured. 🔒 **Compliance and Trust:** Documentation is the cornerstone of compliance. It demonstrates your commitment to ethical standards and builds trust with clients who entrust you with their well-being. 🌟 **Quality Assurance:** Accurate records are a mirror that reflects the quality of care you provide. By maintaining thorough documentation, you ensure that every interaction is a brushstroke of excellence. 📜 **Legacy of Impact:** Just as an author leaves behind a legacy through their words, your documentation creates a legacy of impact. Future generations will benefit from the insights and lessons recorded. 📝 **Celebrate Care:** Every note you take is a celebration of care. It's a dedication to the well-being of your clients and a commitment to providing the highest level of support. Embracing documentation and record-keeping is like writing a symphony of care and commitment. It's about capturing the essence of each journey, ensuring compliance, and preserving the narratives of transformation that echo through time. 🎼📑 Share your thoughts on your documentation journey below! Let's inspire one another to uphold quality care through organized records and celebrate the impact we're creating. Your professional big sister is here to help. 🚀📝 #LegacyOfImpact #TuesdayTuneUp, #natalieANelliott, #BusinessForTherapists