Practice Management Training Webinar - Chapter 1 of 4 Ros Campbell Product Consultant

Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

Introduction & Chapter 1 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 Introductory webinar plus 3 further chapters Aimed at partners, managers & staff Homework & Quiz Each stage opportunity to ask questions Webinars

Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

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”

Demo Overview

IRIS Practice Management Sits at the heart of the IRIS products communicating and supporting constantly Unique in the benefits it provides 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 £50 per hour £2,500 per month £30,000 per year

Introduction & Chapter 1 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 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 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 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 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: mail:

Support The presentation slides Course notes containing the homework notes The webinar recording Quiz

Support Online product help F1 Knowledge base articles How to guides Call the support line on Webinars

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