Getting Started as an FYI Admin

This training session has been designed for FYI Administrators who are configuring FYI for their practice. 

You may also like to share with your FYI Champions so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team.

Refer to Appointing FYI Champions.

In This Session We Cover

1. A brief introduction to being an FYI Admin
2. Practice settings
   • User admin
   • Filing structure & setup
   • Custom views & job states
3. User settings 
   • User preferences
   • Share intray
   • Custom views & job states
4. Client settings
5. Client administration functions
   
   • Workflows
   • Collation
   • Mail register
6. Trouble-shooting
7. Help when you need it

We recommend FYI Admins & Champions undertake this training in-house, prior to Go Live day. This will ensure your practice is configured correctly and you have ample time to consider how your team will use FYI before they get underway! 

Getting Started as an FYI Admin – Download

You may also wish to download a hard copy version of this training session.

You can access this here.

Incorporated into this guide are links to the relevant support pages where you and your team can find additional information and step-by-step instructions.