Redtail Practice Management Takeover

With Kate Guillen

Click the links to below download resources

• List of Recommended Workflows

• Activity Templates

• Automation Recommendations

• Quarterly Redtail Maintenance Workflow

• Beneficiary Change Workflow

• Redtail Style Guide

• Service Model Spreadsheet
  
  
  

  
  
  
  

Would you like support dialing in your Redtail? Book a call below!