Practice Management Training Webinar - Chapter 4 of 4

1. Practice Management Training Webinar - Chapter 4 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 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

4. 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

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. 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

8. Quiz Answers • It is only possible to set up 99 attributes False • You can set up 7 categories within IRIS False • The categories cannot be used for reporting purposes only in Data Mining False • You can change the job that a document will automatically be saved to within Communication Tracking True • 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

9. Quiz Answers • You always get prompted if you want to log a report into the communications tab for a client False • You can use the attributes for a marketing campaign and identify those clients you have not heard back from True • It is possible to assign a manager to a group of clients in bulk all in one go True • If you send the letters out from within Data Mining for each client then they are not tracked within the communications tab for each client False

10. Quiz Answers • You can identify clients within Data Mining that have pension relief True • You can identify clients within Data Mining that have employees greater than 50 True • It is possible to find out how many children a person might have within Data Mining False

11. 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

12. Demo

13. 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

14. 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

15. 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”

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

17. 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

18. 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

19. Support The presentation slides Course notes containing the homework notes The webinar recording The quiz

20. 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

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