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How do I add stages from a job profile?

Article ID
ias-1009
Article Name
How do I add stages from a job profile?
Created Date
17th September 2003
Product
IRIS Practice Management
Problem
I would like to add stages to an existing job profile. Is this possible and how can I do this?
Resolution
To add job stages to an existing job profile follow the steps outlined below
  • Open IRIS Main Menu and click on IRIS Practice Management
  • Log in as MASTER. The staff control panel will be displayed
  • Click on Setup | Job Types/Profiles
  • Highlight the job (e.g. Accounts) and click on View
  • Click on the Profiles button. The Job Profile Maintenance screen will be displayed
  • Click on the Add button
  • Enter details relating to the new stage (e.g. Book in) a) You can set up an automatic completion b) You can also link an automail letter to a stage c) You can set a particular staff member to the stage and then click on OK
  • Use the up and down arrows to move into the desired location
  • Click on Save. Note: When you click on save Practice Management will re-number the stages and also update any client that has the job present. Any future jobs created will show the new stage on the client job profile

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