OnePractice™ is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue.
Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts.
Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks.
Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.
Automatically file & rename scanned documents straight to your document center using sophisticated matching tools.