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
- Navigating the mega menu
- Permissions & roles
- Risk Profiles
- Segmentation
- Group & Bulk actions
Part 2: Configuration & Client Communication
- Configuration of; FSG, privacy policy, folders & sub folders, custom fields, emails and signature templates
- Internal Templates including file notes & tasks
- Communicating with clients via emails & SMS within AdviceOS
Part 3: Dashboards & Internal Notifications
- Creating dashboards
- Positions & teams
- Task templates
- Event mapping
- The basics of workflows
Part 4: Customisation & Reporting
- Custom fields management
- Custom platforms
- Custom documents & User templates
- Group reports & dynamic reporting