Sentences with phrase «information about client management»

Clients, community leaders, and prominent business guests can offer valuable insights and information about client management, current civic issues, or industry developments that affect the firm's practice.

Not exact matches

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

PriorFX offered investment advice or portfolio management without obtaining sufficient information about clients» financial situation and objectives and has not made sure its clients are knowledgeable enough on the relevant investment products and services.

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

Debt management companies gather information about a client's debt obligations and work with creditors to negotiate an acceptable repayment plan.

The tour will include information about the center's lifesaving programs, including dog play groups and behavior training, client - focused adoptions, specialty cat programming (e.g., ringworm management and «working cat» adoptions) and Best Friends» kitten nursery.

Designed for the iPad, iPad Mini and iPhone, iOrion enables mobile access to key Orion financial management tools as well as to information about clients, cases and contacts.

To my mind, this is a cautionary tale for lawyers about using startup technology, particularly for something such as practice management that involves client information.

Sometimes clients will request information about Legal Files Software while they are searching for a legal matter management system.

Absolutely, every firm should have security of their data top of mind, but by asking the appropriate questions about cloud security when assessing practice management solutions your firm can be assured that all of your client information is secure.

Like all law practice management software, Rocket Matter helps you organize information about your clients and your firm.

Second, and perhaps more importantly, new advances in technology have integrated financial data with case management data to provide one place for law firm attorneys and staff to find all the information they need about a client or case.

For example, in the diagram bits of information about a client are held across the practice management system, matter opening portal, engagement database, Client Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedentsclient are held across the practice management system, matter opening portal, engagement database, Client Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedmanagement system, matter opening portal, engagement database, Client Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedentsClient Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedManagement (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedManagement System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedManagement System (DMS), finance system and a knowledge management database containing precedmanagement database containing precedents etc..

Law practice management software with built in client portals simplifies client communication and provides your clients with secure, instantaneous access to information about their case.

The practice management public cloud services on the market for the legal industry largely focus on the components I've described above, not the actual sensitive documents and information that clients would be most concerned about.

«These National Flood Insurance Program training videos are intended as a tool to enable insurance agents to provide their clients sound counsel and floodplain managers to promote higher floodplain management standards with accurate information and advice about flood insurance.

His interest in the digital landscape motivated him to create an online start up for Masters in Management application consulting (MiM-Essay.com), focused on spreading quality information about the MiM degree & performing application consulting services for clients.

Dec 2014 — Present Nirvana Events — Green Bay, WI Event Specialist • Consult with clients to find out what they would like their events to look like • Research current trends in events management • Prepare proposals and present them to clients for approval • Perform event set up and tear down activities • Maintain business relationships with all supporting agencies • Record and report demonstration related information • Learn about competitor's products and activities • Prepare presentation contents

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Effectively managed time and caseloads based on 20 sessions per week.Efficiently gathered information from families and social services agencies to inform development of treatment plans.Documented all patient information including service plans, treatment reports and progress notes.Collaborated closely with treatment team to appropriately coordinate client care services.Interacted with clinical staff and external resources such as school or community personnel.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Taught clients anger management techniques, relaxation skills, impulse control, social skills, emotional coping skills and functional living skills.Consulted with psychiatrists about client medication changes, issues with medicine compliance and efficacy of medications.Created and reviewed master treatment and discharge plans for each client.Referred clients to other programs and community agencies to enhance treatment processes.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Led patients in individual, family, group and marital therapy sessions.

Don't disclose confidential information about former employers or clients, especially in the financial or management sectors.

Charted and recorded information in client files.Tracked client movement on and off the unit by documenting times and destinations of clients.Checked facility for open windows, locked doors, malfunctioning smoke detectors and other safety hazards.Quickly responded to crisis situations when severe mental health and behavioral issues arose.Efficiently gathered information from families and social services agencies to inform development of treatment plans.Documented all patient information including service plans, treatment reports and progress notes.Collaborated closely with treatment team to appropriately coordinate client care services.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Consulted with psychiatrists about client medication changes, issues with medicine compliance and efficacy of medications.Organized treatment projects that focused on problem solving skills and creative thinking.Referred clients to other programs and community agencies to enhance treatment processes.Created and reviewed master treatment and discharge plans for each client.Guided clients in understanding illnesses and treatment plans.Developed appropriate policies for the identification of medically - related social and emotional needs of clients.Assisted clients in scheduling home visits and phone calls and monitored effectiveness of these activities.Evaluated patients for psychiatric services and psychotropic medications.Monitored patients prescribed psychotropic medications to assess the medications» effectiveness and side effects.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Administered medication to patients presenting serious risk of danger to themselves and others.Conducted psychiatric evaluations and executed medication management for both inpatient and outpatient facilities.Led patients in individual, family, group and marital therapy sessions.Diagnosed mental health, emotional and substance abuse disorders.Recorded comprehensive patient histories and coordinated treatment plans with multi-disciplinary team members.Consulted with and developed appropriate treatment and rehabilitation plans for dually diagnosed patients.Referenced and used various therapy techniques, including psychodynamic, family systems, cognitive behavioral and lifespan integration psychotherapy.

If you'd like more information about our services, please see the menu above, as we have dedicated pages on the site that can tell you more about anger management (be sure to check out our page on my book, Navigate Anger, available in print, ebook, and audiobook format), couples counseling (I emphasize working on communication issues and having each person in the couple focus on their influence in the relationship and what they can change), and anxiety / depression issues (my focus is on taking a look at unhealthy thought patterns and helping my clients learn skills to change those patterns).

Most agents use a customer relationship management (CRM) system to manage information and interactions about leads and clients.

Contact our property management company for more information about our agent referral program and what we do to make sure your clients remain your clients for life!

A Client Relationship Management (CRM) system is a tool that helps businesses organize information about their clients.