Practice Management Training Webinar - Chapter 2 of 4

Practice Management

Training Webinar - Chapter 2 of 4

Ros CampbellProduct Consultant

If you cannot hear or have any questions during the webinar, use the “question and answer” section on the bottom right hand corner of the Webinar screen

Chapter 2 • Goals• Review last chapter• Workflow continued

• Services• Planning • Monitoring and reporting

• Communication tracking (getting started)• Homework and quiz

Chapter 2 • Goals• Review last chapter• Workflow continued

• Services• Planning • Monitoring and reporting

• Communication tracking (getting started)• Homework and quiz

IRIS Practice Management• Chapter 2 of 4• 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• Homework & Quiz• Each stage opportunity to ask questions• Live 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”

Chapter 2 • Goals• Review last chapter• Workflow continued

• Services• Planning • Monitoring and reporting

• Communication tracking (getting started)• Homework and quiz

A review of last chapter• F1 on-screen help• Quick client look up• Data mining search• Workflow getting started• Homework

• Setting up the jobs• Having a go with Job Planning• Posting timesheets• Quiz answers

Quiz Answers• VAT is a standard IRIS Job

False• It is possible to link a letter to a job stage

True• The system will automatically calculate the due dates for VAT

returnsTrue

• If you have a right handed mouse left click on the PM icon to bring up the client browserTrue

• The year-end reminder letters can automatically have the client’s year end populated True

Quiz Answers cont.• It is possible to assign a client partner in bulk to a selected

group of clientsTrue

• You need to set up every single job against each client within IRIS as a manual taskFalse

• On the Job Planning screen it is possible to group the jobs together by the statutory year end True

• If I change a job profile, it will only change the new jobs that are created False

Chapter 2 • Goals• Review last chapter• Workflow continued

• Services• Planning • Monitoring and reporting

• Communication tracking (getting started)• Homework and quiz

Chapter 2 • Goals• Review last chapter• Workflow continued

• Services• Planning • Monitoring and reporting

• Communication tracking (getting started)• Homework and quiz

Demo

Chapter 2 • Goals• Review last chapter• Workflow continued

• Services• Planning • Monitoring and reporting

• Communication tracking (getting started)• Homework and quiz

Homework• AutoMail users

• Link a letter to a job stage• Set up the services

• For all your clients – it is only once for all clients• Start planning

• For a group of clients plan their jobs and watch this flow through to the staff control panel

• Post Tasks• Relating to a client, from within a job profile and a general one

• Communications Tab• See how the documents are being stored, send an email

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”• Communication Tracking “automatic filing”• Data Mining “profile your clients”• Staff Planning “graphical view of staff activity”

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”

Moving onto Chapter 3• Review of this chapter• Communication Tracking

• Logging & filing documents• Data Mining

• Saving searches• Profiling your clients• Attributes & marketing• Client categories

• Homework and quiz

Surgery webinars• Directed to the list of dates• Surgery webinars

• Cover the major topics• Opportunity to ask questions• Attend as many as you want

IRIS Practice Management• Chapter 2 of 4• 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: training@iris.co.uk

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 Support@iris.co.uk• Webinars

Ros.Campbell@iris.co.uk

Product Consultant