Information

Emani Software

The provision of up-to-the-minute, clearly presented information about ‘what's going on' in the Practice is the third underlying principle of the PriDoc concept, and again it is the integration of the system that makes it so powerful. The Scheduler module, for example, provides a year-planner style of view that displays holiday, sickness and parental absence alongside staff regular shifts and overtime, and by ‘drilling down' on certain sections of the view any relevant further parameters can (subject to appropriate user rights) be viewed and amended – e.g. double-clicking of a period of holiday leave will display that employee's annual holiday entitlement and the numbers of days remaining. Similarly, when processing the monthly Payroll (that will have been automatically populated from the entries in the Scheduler), if the Practice Manager notices a particularly high overtime figure for an employee, double-clicking on that figure will bring up a display of the corresponding sections of the Scheduler that contain the overtime details.

Practice finances are obviously a source of major interest to the Partners, and PriDoc provides easily understandable cash-flow analyses and projections , plus Partners' Capital Accounts reports, that are constantly updated by the latest income and expenditure items. Comparison of ‘actual versus projected' categorised income and expenditure is also presented, to facilitate accurate forecasting. The PPA Submissions module , in addition to generating the FP34D and its appendix, also provides a detailed forecast of this significant item of income.

In contrast to the above numerical and financial information, there is a significant amount of text-based information that a Practice needs to access. For example, the Communications module can be used to record orders placed, promises made, faults logged etc., and copies of all correspondence can be maintained. Ease of access to information is paramount, so that a Partner – or any staff member with appropriate access rights – asking a question like: “What is our Grievance Procedure?” or “What does our I.T. Security Policy say about installing software?” will be able to get at this information with no more than 3 clicks from any screen.