Client Communication
Aquarium Casebook as well as automatically creating letters allows you to e-mail,
SMS or fax communications to your clients. As with your letters, pre-defined client
communications can be set up and sent either as ad-hoc events or as part of a more
tightly controlled workflow.
The dispatch of client communications can be fully automated, increasing practice
efficiency and increasing client service levels. The user simply defines the rules
for sending a particular letter, e-mail or SMS and the system takes care of the
rest. Finally, and by the same means, letters can be automatically bulk printed
to a specific set of clients meeting whatever rules are defined by your practice. Not
only that, but this bulk printing can be set up as a regularly occurring event.