Bridging services

It is possible to create a service in bulk for clients, on the basis that they are registered in modules within IRIS, for example, it is possible to create the accounts service in bulk providing the clients are registered in Accounts Production.

To add the service in bulk the bridging service option must be used:

1. From the Main Mneu, open Practice Management.

2. Click Launch.

3. Click Job Planning.

4. Enter the service type in the field in the top left-hand corner.

5. Click Bridging Services.

6. The following message displays. Click Yes.

7. Confirmation of the services added displays ; click OK.