IRIS Elements Practice Management helps you manage your clients and practice workload. Use it to:
- Organise and automate tasks
- Manage your clients
- Set up workflows to help your team process client priorities
There are three main building blocks when using workflows in IRIS Elements Practice Management:
- Service — A service is a collection of jobs. IRIS Elements Practice Management collates several jobs to form one overall service to be provided to clients, such as VAT, payroll or annual accounts.
- Job — Jobs in IRIS Elements Practice Management are a way to manage your workflow. A Job is a collection of tasks that you need to complete for a client.
- Task — In IRIS Elements Practice Management, a task is an individual action such as, sending an email, uploading a document, making a call, or filling in a form.
- Task list
- Add new tasks
- Start an ad hoc task
- Smart tasks — A task that is auto-completed by an external event IRIS Elements Practice Management Professional subscribers only.
- Bulk tasks
- Task status