PRACTICE MANAGEMENT v10

• PM v10 Highlights

• Invoice & Statement Layout Options

• Preparing for Bulk Invoice & Statements

• Start Your Journey

AGENDA

• Fresher Look and Feel – Enhanced User Experience

• 230+ Enhancements included

• More Grid Layouts used throughout

• Invoice & Statements Layouts (Optional)

• Bulk Invoice & Statement Email Functionality (Project)

• Additional Help Files

• Format Standard Fee Narrations

• Single install

PM v10 HIGHLIGHTS

PM v10 DEMO

Three Options:

1. Do nothing. Default installation of PM 10 will work with existing Invoice and Statement

2. Upgrade to REPX to get better WYSIWYG and imbedded stationery. No charge for “like for like” conversion. Invoice and Statement need to be done at same time

3. Configure for Bulk Emails. Additional configuration and setup required (also needs REPX)

INVOICE AND STATEMENTS

What your practice needs to do:

• Email Addresses and Individual Client Preferences

• Design the Email Body and other Entity level variables

• Review Invoice and Statement design for Emailing and Convert to REPX

REPX LAYOUTS

INVOICE AND STATEMENT DEMO

• SQL Server 2008R2 or 2012

• MS Server 2008R2 or 2012, fully patched

• .Net Framework Version 4, fully patched

• Windows 7 or Windows 8, fully patched

• MS Office 2007, 2010

CORE PRE-REQUISITES

V 9.1.4.x

V 1.0 V 1.2

V 2.2 V 2.2

V 1.0

V 2014.04 (NZ)V 2014.2.1 (AUS)

V 9.3

V 1.5 (AU)

MODULE PRE-REQUISITES

• Confirm Core and Module Pre-Requisites

• Register your interest for PM v10 Software

• Revisit Invoice & Statement Layouts and Stationery

• Review email Addresses & Individual Client Preferences

• Discuss your bulk email options with your trusted IT Resource

START YOUR JOURNEY