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:

adrian.gibbons@swat.co.uk

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)