Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.
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Transcript of Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.
![Page 1: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/1.jpg)
Practice Management
Training Webinar - Chapter 4 of 4
Ros Campbell
Product Consultant
![Page 2: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/2.jpg)
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
![Page 3: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/3.jpg)
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
![Page 4: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/4.jpg)
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
![Page 5: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/5.jpg)
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
![Page 6: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/6.jpg)
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”
![Page 7: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/7.jpg)
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
![Page 8: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/8.jpg)
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
![Page 9: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/9.jpg)
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
![Page 10: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/10.jpg)
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
![Page 11: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/11.jpg)
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
![Page 12: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/12.jpg)
Demo
![Page 13: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/13.jpg)
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
![Page 14: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/14.jpg)
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
![Page 15: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/15.jpg)
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”
![Page 16: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/16.jpg)
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”
![Page 17: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/17.jpg)
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
![Page 18: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/18.jpg)
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
![Page 19: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/19.jpg)
Support• The presentation slides• Course notes containing the homework
notes• The webinar recording• The quiz
![Page 20: Practice Management Training Webinar - Chapter 4 of 4 Ros Campbell Product Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062715/56649daa5503460f94a97ebb/html5/thumbnails/20.jpg)
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