IRIS Elements Practice Management

IRIS Elements Practice Management helps you manage your clients and practice workload.

Watch our video to learn how IRIS Elements Practice Management works:

Video length: 4 minutes and 50 seconds

Use IRIS Elements Practice Management to:

  • Organise and automate tasks
  • Manage your clients
  • Set up workflows to help your team process client priorities

User limits

As part of your subscription plan, you can purchase licences for the number of users who can access IRIS Elements Practice Management. Access is granted through the Manage Users page in your Marketplace account.

For more information about available subscriptions and user limits, go to IRIS Elements Practice Management subscription plans.

Getting Started

To get started using IRIS Elements Practice Management:

  1. Set up accounts for your employees.
  2. Enter your practice details.
  3. Check and apply settings for your practice.
  4. Add prospects and clients, either manually or by importing them.
  5. Choose services you supply to clients to automatically set up jobs and tasks.

More Information

For more information about IRIS Elements Practice Management, visit the IRIS Elements Practice Management help centre.

Subscriptions

For more information about available subscription plans, or to get a free trial or purchase a subscription plan, visit the IRIS Marketplace.