Welcome & Introduction
- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD
Agenda to Include: -
What is the Client Portal?
CLIENTS VIEW
- High Level tour
- Their Profile
- Secure Messaging –Documents
USERS VIEW IN INTELLIFLO OFFICE (IO)
- IO users view in intelliflo office (IO) Client In IO - View – PPF Messages
- Inbox
- Sent items
- Insights
- PFP Changes
- PFP Settings/choices
- Set up
- Good practices, time saving hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Thank you for attending & Close
Updated 22.8.21
You will receive your Certificate of attendance after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.
As a refresh, the Objectives and expected Outcomes for all our Public IO Online Bitesize ™ are available on the link below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/
© Informed Training 2017 - 2021. All rights reserved 2021
Our Terms of Service - https://informedtraining.co.uk/wp-content/uploads/2021/02/IT-Terms-of-Service-25.2.21.pdf
No. | Start Date | End Date |
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1 | Thu, Oct 21, 2021 4:00 PM BST | Thu, Oct 21, 2021 5:00 PM BST |