Topics covered:
- Useful navigation to ensure you access the pages you need quickly
- My Profile Settings
- Help & Support
- How to add clients and cases and relevant information
- Managing case notes and filters
- Using the AdvicePro Diary
- Options for effective client communication
- Record Outcomes
- Record Referrals
Duration: 2 hours – 10am until 12 noon
Cost: £80.00 + VAT per attendee
Location: Online
Topics covered:
- Choose from over 100 different built-in reports to help you gather data and analyse the information you require quickly and effortlessly.
- Learn the fundamental parts of Report Designer to help you build effective reports.
- Building new reports across date ranges about case outcomes, issue types, referral sources, time and work completed against cases and client groups.
- Produce reports and statistics to meet the requirements of your funder and share via email or a publisher on AdvicePro.
- Use advanced reporting functionality to help you to identify clients with missing data and more.
- Create autorun reports which will automatically run when you want and emailed to any user.
- Create Power Searches
- Use our innovative mapping tool to easily adapt field values to report to funders.
Duration: 2 hours – 10am until 12 noon
Cost: £80.00 + VAT per attendee
Location: Online
Topics covered:
- Agency Settings & Preferences
- Data Retention
- Account Managers/User Roles User Permissions Generic Licences
- Templates : Letter Templates | Portal/SMS Templates | Note Templates | Headers & Footers
- Customisation : General Customisation Settings | Customisation Profiles | Custom User Roles
- Agency Directory : Announcement Board | Phonebook /Contacts | Library & Documents
- Client Portal : Document Exchange | Secure Messaging | Financial Statement
- Digital Referrals / Referral Portal
- Auto Actions
- Wyser ASSIST AI Integration
Duration: 3 hours – 9.30am until 12.30pm
Cost: £80.00 + VAT per attendee
Location: Online
Masterclass training is a bespoke session, tailored to your agency’s needs. Please get in touch with us directly to discuss how we can help.
