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

Practice Management

Training Webinar - Chapter 4 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 4• Goals• Quiz Answers• Review of:

• Communication Tracking - logging & filing documents• Data Mining - saving searches, profiling your clients,

attributes, categories & marketing

• Staff Planning• Bringing it all together• 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 only possible to set up 99 attributes

False

• You can set up 7 categories within IRISFalse

• The categories cannot be used for reporting purposes only in Data MiningFalse

• You can change the job that a document will automatically be saved to within Communication TrackingTrue

• If you email the documents out of the Communication Tracking tab, then you can only email one document at a time to the client False

Quiz Answers• You always get prompted if you want to log a report into the

communications tab for a clientFalse

• You can use the attributes for a marketing campaign and identify those clients you have not heard back fromTrue

• It is possible to assign a manager to a group of clients in bulk all in one goTrue

• If you send the letters out from within Data Mining for each client then they are not tracked within the communications tab for each clientFalse

Quiz Answers• You can identify clients within Data Mining

that have pension reliefTrue

• You can identify clients within Data Mining that have employees greater than 50True

• It is possible to find out how many children a person might have within Data Mining False





Demo





Homework

• Use staff planning to • Plan holiday• Plan a job activity such as personal tax

without specifying the client• Book time for a client job• Move the bookings around

• Try using all of Practice Management and if there are any problem areas let us know















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




Surgery webinars• Directed to dates after this webinar• Use them to:

• Cover the topics in the chapters• Answer any questions• Attend as many as you want

Support• The presentation slides• Course notes containing the homework

notes• The webinar recording• The 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

http://www.iris.co.uk/support

mailto:[email protected]

[email protected]

Product Consultant

mailto:[email protected]

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

Documents

quiz slide

clients staff

data mining false slide

client false slide

goals quiz answers review

communication tracking

right staff

demo slide