Job Stage Fast Entry Tutorial

For further information please see the Quick Guide or Main help screen.

1. Log into Practice Management.

2. Right-click on the Pm icon and select Job Stage Fast Entry.

3. Select the job you want to look at, for example Personal Tax.

4. Select the client.

5. It will then automatically select the most current job on the client. If you click on the magnifying glass you will get details of other job created and for more information on this screen then please click here.

6. In the main box it will then display the profile for that job complete with stages and details that have already been completed.

7. Highlight the relevant stage and click Complete Task or Mark as N/A.

8. You can then change the client identifier or job by either entering the ID or using the scroll options to change. Alternatively you can right-click on a stage and select Generate Letter to print an AutoMail letter (requires an AutoMail licence).