The latest Unity® Practice Management release (3.5) brings a multitude of new features and various workflow improvements.
Please download the guide for more details.
SUMMARY OF CHANGES:
1. NEW FEATURES-
- Accounting button has been added to the top navigation bar.
- Submit a customer support ticket from the Customer Support menu option in the profile drop-down menu (replaces “Unity Remote Support”).
- Integration Registration links were moved to the My Integration Credentials option in the profile drop-down menu.
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- Access and import mortgage instructions from the “waffle” menu.
- Access other integration services available from our partners from the “waffle” menu.
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- “Events” is renamed to “Planning” on the top navigation bar.
- “Messages” menu option on the top navigation bar is now an “envelope”
- “Work Items” renamed to “Tasks”
- “Notifications” renamed to “Correspondence”
- “Supplemental Tasks” renamed to “Extended Workflows”
- “User Defined Fields” renamed to “Additional Details”
- “Document Production Stop Codes” screen relabeled to “Additional Information Required”
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- “Tasks” added to left matter menu workflow
- “Correspondence” added to left matter menu workflow
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- Unity® Practice Management now accessible via Mac and Firefox browser (Beta version)
- Configure your title insurance settings moved to the Account Administration menu.
Please download the guide for more details.