Transcript Practice Management Training Webinar

Practice Management
Training Webinar - Chapter 3 of 4
Ros Campbell
Product Consultant
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Chapter 3
• Goals
• Quiz answers
• Communication Tracking
• Logging & filing documents
• Data Mining
•
•
•
•
Saving searches
Profiling your clients
Attributes & marketing
Client categories
• Homework and quiz
Chapter 3
• Goals
• Communication Tracking
• Logging & filing documents
• Data Mining
•
•
•
•
Saving searches
Profiling your clients
Attributes & marketing
Client categories
• Homework and quiz
IRIS Practice Management
• Goal
• At the end Practice Management will be up
and running in your business
• Save 5 hours a month per staff member
• Aimed at partners, managers & staff
• Each stage opportunity to ask questions
• Webinars
IRIS Practice Management
•
•
•
•
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”
Quiz Answers
• It is not possible to create a job that will
automatically recur and have the period end date
calculated by the system unless it is a system
standard job
False
• The generic client list off client maintenance is
only available to Practice Management users
False
• As a partner or manager it is possible to look at
work that is assigned to someone else
True
Quiz Answers
• If I wanted to post a task that does not relate to a
client you need to set up a dummy client in IRIS
and use this
False
• I can enter a due date on a task
True
• I can enter a priority on a task
True
• Automatic job stages within IRIS such as
generating the Personal Tax return will
automatically complete the job stage within IRIS
True
Quiz Answers
• As I have completed a job stage I can post the time into my
timesheet if I have a Time & Fees licence from within the Staff
Control Panel
True
• As a partner or manager I can see those jobs that I am responsible
for from within the Staff Control Panel
True
• It is possible to see all the jobs I am working on for a client within the
client maintenance file
True
• I cannot save the report once I have configured it within IRIS; I have
to set it up from scratch each time
False
• Each staff member has to manually complete job stages for every
single job
False
Chapter 3
• Goals
• Quiz answers
• Communication Tracking
• Logging & filing documents
• Data Mining
•
•
•
•
Saving searches
Profiling your clients
Attributes & marketing
Client categories
• Homework and quiz
Demo
Demo
• Communication Tracking
• Logging & filing documents
• Data Mining
•
•
•
•
Saving searches
Profiling your clients
Attributes & marketing
Client categories
Chapter 3
• Goals
• Quiz answers
• Communication Tracking
• Logging & filing documents
• Data Mining
•
•
•
•
Saving searches
Profiling your clients
Attributes & marketing
Client categories
• Homework and quiz
Homework
• Setup the reporting logging
• Go through and set up all the reports in the way you want
them to be saved
• Setup attributes and use Data Mining to search for
clients
• Use Data Mining to Open the Default Searches
• Review the default searches and put forward any
suggestions you would like to see in the software
• Setup a Data Mining search for services not
provided
• Once you have found the data, view the client file,
generate a letter, print the list, export to Excel, apply a
selection of attributes & categories
IRIS Practice Management
• Know what jobs are due “don’t miss anything”
• Plan your jobs “the right staff at the right time”
IRIS Practice Management
•
•
•
•
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”
IRIS Practice Management
•
•
•
•
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”
Chapter 4 – Last Chapter!
• Review of this chapter
• Homework, answers to the quiz & feedback
• Staff Planning
• Summary of Practice Management
• Bringing it all together
Surgery webinars
• Directed to the list after this
• Surgery webinars will:
• Guide you through the main topics
• Give you the chance to ask questions
• You can register on as many as you like
IRIS Practice Management
• 4 Chapters
• 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
On-going Support
• The presentation slides
• Course notes containing the homework
notes
• The webinar recording
• The quiz
On-going 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