Features
Creating Jobs from Job Templates (Elite)
These short tutorials demonstrate how to create Jobs using FYI for Practice Management.
Creating Standard Jobs
Watch this tutorial to learn how to create a Standard Job from a Job Template in FYI.
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Creating Billing & Workflow Jobs
Watch this tutorial to learn how to create a Billing Job and associated Workflow Jobs from a Job Template in FYI.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, Templates