By combining FYI's powerful features, like Automation, with FYI Elite's practice management functions, you no longer need to manage your practice. FYI can do the heavy lifting for you, automating repetitive tasks, including automating time and billing, you'll have more time for more with Elite.
This 45-minute webinar covers how to automate your practice management with Elite.
Topics include:
- Automatically create jobs for all scenarios and billing needs.
- Automatically create timesheet entries for day-to-day tasks like sending emails.
- Set and forget invoicing and disbursements with Automation.
Click below to play a full recording of the webinar:
Your Action Plan to Automate your Practice Management
- Step 1 - Automate your job creation and Job Rollover Process for enhanced job management and billing.
- Step 2 - Use the Create Time Step to automate timesheet entries. For example, automatically Create Time on Sent Emails.
- Step 3 - Automate your invoicing and disbursement processes for streamlined billing. For example, automatically managing Recurring Invoices.
- Step 4 - Put in place safeguards to manage Overdue Invoices.
Useful Links & Resources
For more ways to automate your practice management, explore our Automation Library where we have common processes pre-built to get you started. We also have our dedicated consulting service if you need support to automate your processes.
Looking to implement Best Practice for the Elite Plan? Our team are here to help with our dedicated Elite Best Practice Service.
Don't forget you can learn about all the new Elite features with our dedicated Learning Path: Practice Management with FYI.