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Making your practice compliant, efficient and profitable
0845 450 5555www.swat.co.uk
Welcome
Efficient management of information in an onscreen worldPresented by:
Adrian Gibbons (SWAT UK)
Mark Worsey (Buzzacott)
Ross Cocker (Clement Keys)
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Efficient management of information in an onscreen world
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How to use a computer to remind you of things!!!
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Efficient management of information in an onscreen world
How good are the IT skills in your office?
Attachment to paper
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Two key barriers
Training Poor skills in using the software
‘The software does not work!’
I cannot make the software do what the paper documents used to do’
It is not an age thing
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Two key barriers
AttitudeNeed to think paperless
It is not about just replicating the paper file
The software presents a new tool for managing information
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Hardware
You need use to the right kit to be efficient and effective
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Communication
On screen files offer the opportunity for teams to communicate in different ways
This has both pluses and minuses
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Putting the client at the centre
Paperless systems enable the approach to be tailored for the client
What benefits does the client expect?
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Benefits of paperless files
Management of background information
Recording internal controls
Preliminary Analytical Review
Prepopulating forms with information
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Conclusion
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Conclusion
If you would like the notes with comments from Mark and Ross on then please email me:
Making your practice compliant, efficient and profitable
0845 450 5555www.swat.co.uk
This course was:
Efficient management of information in an onscreen worldPresented by:
Adrian Gibbons (SWAT UK)
Mark Worsey (Buzzacott)
Ross Cocker (Clement Keys)
