Practice Management Training Webinar - Chapter 3 of 4

1. Practice Management Training Webinar - Chapter 3 of 4 Ros Campbell Product Consultant

2. 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

3. Chapter 3 • Goals • Quiz answers • Communication Tracking • Logging & filing documents • Data Mining • Saving searches • Profiling your clients • Attributes & marketing • Client categories • Homework and quiz

4. Chapter 3 • Goals • Communication Tracking • Logging & filing documents • Data Mining • Saving searches • Profiling your clients • Attributes & marketing • Client categories • Homework and quiz

5. 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

6. 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”

7. 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

8. 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

9. 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

10. Chapter 3 • Goals • Quiz answers • Communication Tracking • Logging & filing documents • Data Mining • Saving searches • Profiling your clients • Attributes & marketing • Client categories • Homework and quiz

11. Demo

12. Demo • Communication Tracking • Logging & filing documents • Data Mining • Saving searches • Profiling your clients • Attributes & marketing • Client categories

13. Chapter 3 • Goals • Quiz answers • Communication Tracking • Logging & filing documents • Data Mining • Saving searches • Profiling your clients • Attributes & marketing • Client categories • Homework and quiz

14. 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

15. IRIS Practice Management • Know what jobs are due “don’t miss anything” • Plan your jobs “the right staff at the right time”

16. 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”

17. 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”

18. Chapter 4 – Last Chapter! • Review of this chapter • Homework, answers to the quiz & feedback • Staff Planning • Summary of Practice Management • Bringing it all together

19. 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

20. 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: training@iris.co.uk http://accountancy-practice.iris.co.uk/services/training.aspx

21. On-going Support The presentation slides Course notes containing the homework notes The webinar recording The quiz

22. 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

23. Ros.Campbell@iris.co.uk Product Consultant