Practice Management Training Webinar - Chapter 2 Review and Goals
This webinar covers the review of the previous chapter, workflow continuation, services planning, monitoring and reporting, communication tracking, and homework and quiz sessions. Aimed at improving practice management skills for partners, managers, and staff, it focuses on saving time and optimizing staff activities through effective job planning and monitoring. Participants will have the opportunity to ask questions during live webinars.
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Presentation Transcript
Practice Management Training Webinar - Chapter 2 of 4 Ros Campbell Product 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 returns True If you have a right handed mouse left click on the PM icon to bring up the client browser True 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 clients True You need to set up every single job against each client within IRIS as a manual task False 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
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
