Understanding Your Practice Activity Feed

The Practice Activity Feed is a vital tool on your home dashboard, providing a real-time pulse of everything happening within your practice. It's designed to keep you informed and help you stay on top of all important events and actions. We highly recommend keeping a close eye on it!

1. What is the Practice Activity Feed?

Located conveniently on your home dashboard when you log in, the Practice Activity Feed is a live stream of events and actions across your practice. Think of it as your central news hub for ClientManager CRM.

2. What Will You See in the Feed?

The feed displays a variety of crucial updates, including but not limited to:

• Alerts for Overdue Tasks: If a team member has tasks that are past their due date, an alert will pop up here, ensuring nothing important slips through the cracks.
• Logged Actions by Team Members: Every action your team members log within the system will appear in the feed. This includes:
  • Sending SMS messages to clients.
  • Making notes on client profiles.
  • Logging client reviews.
  • And many more!
• Client Interactions: The feed also captures client responses. For example, if a client replies to an SMS message you sent them, you'll see that interaction appear directly in the activity feed.

3. Why is it Important?

The Practice Activity Feed gives you a fantastic overview of your practice's operational rhythm:

• Real-time Insights: Get an instant understanding of what's happening, as it happens.
• Enhanced Collaboration: See what your colleagues are working on and how clients are interacting with your communications.
• Proactive Management: Quickly spot overdue tasks or urgent client responses, allowing you to address them promptly.
• Transparency: Provides a clear, centralised record of significant system events and team activities.

By regularly checking your Practice Activity Feed, you'll ensure you're always in the loop and can respond effectively to the dynamic needs of your clients and your team.

Need More Help?

If you have any questions about navigating the Practice Activity Feed or any other ClientManager CRM feature, please feel free to reach out to our support team. We're always here to help!