1. Practice Management Training Webinar - Chapter 2 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 2 Goals Review last chapter Workflow continued Services Planning Monitoring and reporting Communication tracking (getting started) Homework and quiz

4. Chapter 2 Goals Review last chapter Workflow continued Services Planning Monitoring and reporting Communication tracking (getting started) Homework and quiz

5. IRIS Practice Management Chapter 2 of 4 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 Homework & Quiz Each stage opportunity to ask questions Live 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 2 Goals Review last chapter Workflow continued Services Planning Monitoring and reporting Communication tracking (getting started) Homework and quiz

8. A review of last chapter F1 on-screen help Quick client look up Data mining search Workflow getting started Homework Setting up the jobs Having a go with Job Planning Posting timesheets Quiz answers

9. Quiz Answers VAT is a standard IRIS Job False It is possible to link a letter to a job stage True The system will automatically calculate the due dates for VAT returns True If you have a right handed mouse left click on the PM icon to bring up the client browser True The year-end reminder letters can automatically have the client’s year end populated True

10. Quiz Answers cont. It is possible to assign a client partner in bulk to a selected group of clients True You need to set up every single job against each client within IRIS as a manual task False On the Job Planning screen it is possible to group the jobs together by the statutory year end True If I change a job profile, it will only change the new jobs that are created False

11. Chapter 2 Goals Review last chapter Workflow continued Services Planning Monitoring and reporting Communication tracking (getting started) Homework and quiz

12. Chapter 2 Goals Review last chapter Workflow continued Services Planning Monitoring and reporting Communication tracking (getting started) Homework and quiz

13. Demo

14. Chapter 2 Goals Review last chapter Workflow continued Services Planning Monitoring and reporting Communication tracking (getting started) Homework and quiz

15. Homework AutoMail users Link a letter to a job stage Set up the services For all your clients – it is only once for all clients Start planning For a group of clients plan their jobs and watch this flow through to the staff control panel Post Tasks Relating to a client, from within a job profile and a general one Communications Tab See how the documents are being stored, send an email

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

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. 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”

19. Moving onto Chapter 3 Review of this chapter Communication Tracking Logging & filing documents Data Mining Saving searches Profiling your clients Attributes & marketing Client categories Homework and quiz

20. Surgery webinars Directed to the list of dates Surgery webinars Cover the major topics Opportunity to ask questions Attend as many as you want

21. IRIS Practice Management Chapter 2 of 4 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

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

23. 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.ukSupport@iris.co.uk Webinars

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