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Practice Management

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Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view

When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes over 1 year ago in Practice Management 1 Awaiting Prioritization

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz over 1 year ago in Practice Management 1 Awaiting Prioritization

Linking "contacts" to the contact details already held in "information"

Duplication of information-certainly individuals the only contact is likely to be the individual in 99% of cases. Limited companies to be able to select the information already on file to create the contact as an option rather than typing it all o...
Tara Hotston over 1 year ago in Practice Management 1 Awaiting Prioritization

Ability to set specific practice contacts e.g. Operations Director so that these can be used within individual clients without having to set them for each client individually

Since I am using Elements (and Senta before it) to manage specific practice workflows, this is vital since we can alter peoples roles within the business and then just change which user the custom field relates to (rather then for each individual ...
Guest almost 2 years ago in Practice Management 1 Awaiting Prioritization

Improve work queue navigation

Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.
Andy Shepherd 11 months ago in Practice Management 0 In Discovery

Ability to search emails synced with Office 365 within client dashboard emails that just listing

Easier to find emails for a client relating to subject rather than looking down whole list of emails for clients.
Guest almost 2 years ago in Practice Management 3 Planned

Add notes fields/tab/widget within the prospect screens

There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Alby Atkinson almost 2 years ago in Client Management / Practice Management 1 Planned

Automate your comms

Automate the sending of email/text messages.
Adam Owens almost 2 years ago in Practice Management 1 Already exists

Task commencement and due dates should be based on date job comes in.

It does not make sense that the commencement and due dates of tasks are based on the job year end. You cannot start a jobs until you have received the records from a client, so the task commencement and due dates should be based on the date record...
Guest over 1 year ago in Practice Management 0 In Discovery

Practice Manager appointment Booking

We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Aziz over 1 year ago in Practice Management 0 Awaiting Prioritization