No other practice management system can be customized or configured the way backdocket can.
Your backdocket dashboard is easily customizable. Create reports to track things like Intake, Case Status, and marketing KPIs.
Use backdocket to get real-time notifications about incoming leads, manage your chase life cycle, and customize fields to capture specific data about contacts.
Book resources, schedule events, and sort your calendar view by individual users or set it to view the entire firm.
Track your task status, or automate your to-do list by setting trigger new tasks to populate when designated tasks are completed.
Track the timelines of any records requests and manage workflow, all from one handy view without needing to dive into individual claims.
Search contacts and claims by any field, including custom fields, and set search results to display relevant information you select, whether that’s case notes, records requests, or anything else you need to find.
Manage claim ledgers, define approval levels for requested checks, and automate your firm’s check requests to free up your inbox.
At backdocket, we don’t believe in throwing our clients into the deep end. Our comprehensive onboarding process includes meetings between our Onboarding Specialists and your team to determine your firm’s personal workflow and what data points are most important to your firm.
From there, we’ll get started on a custom build dedicated to your requirements, including data migration if you are moving from a different system. You’ll also receive hands-on training to ensure you are confident in the use of your new practice management software.
Once onboarding is complete, our Support team is always available to answer additional questions.
This is our first intake management software. It has greatly improved our processes and we would certainly recommend it to other firms. I really like how we can customize it to generate reports.