Transcript slides

Practice Management
Training Webinar - Chapter 1 of 4
Ros Campbell
Product Consultant
Introduction & Chapter 1
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Goals
Overview
Course content
Starting point client lookup & data mining
search
• Workflow getting started
• Homework and quiz
Introduction & Chapter 1
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Goals
Overview
Course content
Starting point client lookup & data mining
search
• Workflow getting started
• Homework and quiz
IRIS Practice Management
• Goal
• At the end Practice Management will be up
and running in your business
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Introductory webinar plus 3 further chapters
Aimed at partners, managers & staff
Homework & Quiz
Each stage opportunity to ask questions
Webinars
Introduction & Chapter 1
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•
•
•
Goals
Overview
Course content
Starting point client lookup & data mining
search
• Workflow getting started
• Homework and quiz
IRIS Practice Management
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Know what jobs are due “don’t miss anything”
Plan your jobs “the right staff at the right time”
Monitor your jobs “ensure on target”
Deal with unexpected problems “staff sickness”
Communication Tracking “automatic filing”
Data Mining “profile your clients”
Staff Planning “graphical view of staff activity”
Demo Overview
IRIS Practice Management
• Sits at the heart of the IRIS products
communicating and supporting constantly
• Unique in the benefits it provides
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Saves time
Understands statutory deadlines
Don’t miss tasks that cost
KPI’s for the business
What’s going on in your business
IRIS Practice Management
• Why should we use IRIS Practice
Management and will it suit my business?
• Recent survey showed our IRIS Practice
Management users save an extra “5 hours
per staff member per month”
• 10 staff @ £50 per hour
• £2,500 per month
• £30,000 per year
Introduction & Chapter 1
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•
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Goals
Overview
Course content
Starting point client lookup & data mining
search
• Workflow getting started
• Homework and quiz
Recorded & live webinars
Chapter 2
• Workflow cont. planning, monitoring and reporting,
Communication tracking (getting started), homework
and quiz
Chapter 3
• Communication tracking cont. logging & filing documents
automatically, Data Mining saving searches, profiling
your clients, marketing, homework and quiz
Chapter 4
• Review of Communication Tracking, Data Mining, saving
searches, profiling your clients, marketing, feedback,
Staff Planning, bringing it altogether, homework and
quiz
Introduction & Chapter 1
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Goals
Overview
Course content
Starting point client lookup & data mining
search
• Workflow getting started
• Homework and quiz
Starting Point
• Easy access to the client file
• The power of Data Mining saving time
• How easy it is to identify clients that match a
specific criteria
• Useful for administrative tasks
• Chapter 3 looks at Data Mining in detail
Introduction & Chapter 1
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•
Goals
Overview
Course content
Starting point client lookup & data mining
search
• Workflow getting started
• Homework and quiz
Workflow
• The aims of workflow
• How to set the system standard jobs
• The job stages and profiles
• The process
• Who
• When is it due
• Getting ready for planning
Introductions & Chapter 1
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Goals
Overview
Course content
Starting point client lookup & data mining
search
• Workflow getting started
• Homework and quiz
Homework
• Set up all the main job profiles for your business – be
ready to plan
• For example; Personal Tax Returns, Corporation Tax Returns,
Partnership Tax Returns, Sole Trade Tax, Trust Tax returns,
Accounts Production, Take on New Client, VAT, Payroll
• Take a Look at Job Planning - preparation
• As you log into Practice Management into the Staff Control Panel
take a look at Launch | Job Planning and have a go at planning a
job.
• Post time – use the integration
• If you are an IRIS Time & Fees user as you log into IRIS Practice
Management, on the Staff Control Panel select the Timesheet
tab to post your timesheets.
• Quiz
IRIS Practice Management
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Know what jobs are due “don’t miss anything”
Plan your jobs “the right staff at the right time”
Monitor your jobs “ensure on target”
Deal with unexpected problems “staff sickness”
Communication Tracking “automatic filing”
Data Mining “profile your clients”
Staff Planning “graphical view of staff activity”
IRIS Practice Management
• Chapter 2
• Answers to the quiz & feedback
• Workflow continued
• Planning
• Monitoring
• Reporting (Personal Tax MASTER list)
• Communication tracking - getting started
• Homework and quiz
Surgery webinars
• Webinar will take you to the webinar page
• Register onto the surgery webinars
• Answer any questions for you
• Guide you though other chapters
IRIS Practice Management
• Fast Track Training
• Consultant visiting your office for the day
• Class room courses across country
• E-learning courses
• For more information
• Call: 0844 815 5550
• mail: [email protected]
http://accountancy-practice.iris.co.uk/services/training.aspx
Support
• The presentation slides
• Course notes containing the homework
notes
• The webinar recording
• Quiz
Support
• Online product help F1
• www.iris.co.uk/support
• Knowledge base articles
• How to guides
• Call the support line on 0844 815 5551
• Email [email protected]
• Webinars
[email protected]
Product Consultant