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Is Your Workspace a CMRA? Prepare Now For Big Compliance Changes

Allwork

Under a new regulation published January 12, 2023 , centers will submit client information to a centralized online database rather than rely on paper forms. Centers will also need to be responsible for keeping their own and their clients’ documentation and IDs up to date. Background: What are the current rules? When is this happening?

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"Going Green" With Your Documents

Professional Assistant Blog

Home About Me Advertise "Going Green" With Your Documents By The Professional Assistant on Monday, July 13, 2009 Filed Under: Productivity D o you recycle your unwanted papers at work? Do you try to "go green" by not printing e-mails or other documents that you could be e-mailing to others that you want to share this information with?

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Productivity With Shared Files

Professional Assistant Blog

Home About Me Advertise Productivity With Shared Files By The Professional Assistant on Tuesday, April 01, 2008 Filed Under: MS-Word , Organize , Productivity D o you share your files with others in your firm? Do you find that you are being bombarded with updates to the same files time and time again? Leave a comment!

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Want Confidential Documents to Stay Confidential?

Professional Assistant Blog

Home About Me Advertise Want Confidential Documents to Stay Confidential? By The Professional Assistant on Friday, November 30, 2007 Filed Under: A re you looking for a way to make sure that others don’t open your letters or packages? For more information, visit www.reditag.com.

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7 Steps to Improve Your Filing System

Professional Assistant Blog

Home About Me Advertise 7 Steps to Improve Your Filing System By The Professional Assistant on Thursday, September 27, 2007 Filed Under: Organize , Productivity A re you having trouble with your filing system? If you really do have to put a lot of files in a folder, place a rubber band around the folder.

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Need To Create a PDF? Don't Have the Software? Don't Panic!

Professional Assistant Blog

By The Professional Assistant on Wednesday, October 15, 2008 Filed Under: MS-Access , MS-Excel , MS-Outlook , MS-PowerPoint , MS-Word , Productivity Y ou receive an e-mail from your manager. Your manager asks you to create a report of some sort and wants you to send it to a client, but making sure that they cannot manipulate the information.

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Administrative Procedures Manual - Does Your Department Need One?

Professional Assistant Blog

By The Professional Assistant on Thursday, November 19, 2009 Filed Under: Client Service , MS-Access , MS-Excel , MS-Outlook , MS-PowerPoint , MS-Word , Organize , Productivity D oes your department have an administrative procedures manual? This way, everyone will be using the exact same documents , spreadsheet , etc.

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