Advanced Automations for Data Integrity (Mar 2023)

Learn how you can use FYI's Automation engine to be alerted to data integrity issues, making sure nothing falls through the cracks. Minimise errors and ensure you deliver a great client experience every time.

This 30-minute webinar covers advanced automations for your data integrity to help you proactively maintain your data by having FYI handle the monitoring for you.

In this webinar we cover:

• Practice Activity - automating notifications for critical events that require your attention.
• Custom Fields - automating the monitoring and sending of alerts when key data is missing from Clients, Jobs and Tasks.
• Practice Sync - using Practice Sync to bulk update and streamline your data in FYI.

Click below to play a full recording of the webinar (30 minutes).

Useful Links

To download Quick Reference Guides and get user instructions for the sample automations mentioned in this session, use the links below.

• Custom Process Examples
• Integration with Generic Practice Management Software

Other useful help articles include:

• Practice Activity
• Managing Custom Fields

And to learn more about creating custom processes, visit the Process Automation in the FYI help centre.