Practice Management Webinar Series - Parts 1 to 4

Practice Management Webinar Series - Parts 1 to 4

The following webinars are a four part series focusing on ongoing practice management within AdviceOS.

They are aimed at reviewing areas of AdviceOS that may be a little more complex, potentially for Office Managers or Senior Admin staff who may want to configure and utilise these areas for their Practice or Licensee.

Part 1: General Settings

  1. Navigating the mega menu
  2. Permissions & roles
  3. Risk Profiles
  4. Segmentation
  5. Group & Bulk actions

Part 2: Configuration & Client Communication

  1. Configuration of; FSG, privacy policy, folders & sub folders, custom fields, emails and signature templates
  2. Internal Templates including file notes & tasks
  3. Communicating with clients via emails & sms within AdviceOS

Part 3: Dashboards & Internal Notifications

  1. Creating dashboards
  2. Positions & teams
  3. Task templates
  4. Event mapping
  5. The basics of workflows

Part 4: Customisation & Reporting

  1. Custom fields management
  2. Custom platforms
  3. Custom documents & User templates
  4. Group reports & dynamic reporting

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