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Practice Management System training is a difficult beast to classify.  It is a technical system, yet inherently financial. In our experience, most firms don’t tend to have a dedicated PMS trainer and the firm’s Implementation or Upgrade Project Team has difficultly determining who is responsible for training. 

Designing a training schedule that is firm specific, demonstrated within the firm’s PMS environment, with data and processes users are familiar with, complemented with documentation that is specific to your firm, is paramount.

Compiling a training schedule that integrates the core functions of the software into newly designed processes, efficiently and effectively, is important to end user understanding and acceptance. 


Report Factory are able to design and fully customise a training program, tailored exactly to your firm’s requirements, delivered within a remote training (or in person) environment with customised end user documentation. 

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