Forum Discussion
courtney.youngblutt
Iress Contributor
Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Experienced in all things Xplan, I’ve worked with hundreds of practices to improve processes and increase everyday efficiencies. If it’s repeatable, it likely can be automated in part or in full. I’m here to help!
Start popping in your questions below and Ask Me Anything!
❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at courtney.youngblutt .
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
We are currently in the process of reviewing our approach to managing Fee Consents for clients.
At the moment, we rely heavily on spreadsheets provided by various product providers, which we recognise is not the most efficient system. Therefore, we are looking to streamline our workflow by using Xplan as the primary source of truth.
To that end, I would appreciate your insights on the following:
- Do you have a process in place that utilizes Xplan's Scheduler to track fee consents due within the next 60 days?
- When setting up Scheduler and nominating the 60-day period from the Fee End Date, does the system pull the Fee End Date from the "Edit Base Settings"?
- OR, does it source the Fee End Date from the individual account level?
Thank you in advance for your assistance.
- courtney.youngblutt
To answer your next question, when setting up Scheduler and nominating the 60-day period from the Fee End Date, the system uses the end date set at each individual account level. This is because in some cases, fee consent may be needed at different times per product provider /account. If your internal process is to align all the client’s accounts to have the same fee consent end date, rather than manage this per account, you could use the Opt-In dates or a review date to simplify the process.
- courtney.youngblutt
Hi Sally, I love that you’re using scheduler - so many routine tasks can be automated with this function! Scheduler is a great way to automate the tracking of fee consents.
Save your advanced search criteria to look for a ‘fee end date’ due within the next 60 days, and then set up a schedule to run the search at set times each week or month to match your internal process. For example, if your criteria are looking for a fee end date between 0 and 0 days (i.e. today) then your schedule should be set to run daily.
The action you automate from Scheduler is up to you - you could auto email the client a fee consent form to sign, activate a workflow for the team to work through steps in a process, or simply email the list to a team member. I hope that helps!
Hi Courtney, thanks for your response.....love that Scheduler can automate my workflow....just a question about the auto emailing of the fee consent form.......at this stage the providers won't accept our 'own' fee consent forms, so we are generating separately from different product providers as per their requirements. Do you think that this 'one' fee form across all providers is coming soon?
- rainier.reyes
Advisely Team
Welcome everyone to an Advisely Ask Me Anything (AMA) thread!
Here's how to get involved:
- Submit Your Questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. Courtney will be here to answer whatever Xplan questions you have during the scheduled time.
- Be Respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- Stay Engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
- Enjoy the Experience: Use this opportunity to gain insights, share laughs, and connect. Let’s make this AMA one to remember!
Looking forward to all your amazing questions and let the asking begin!
- rainier.reyes
Hi everyone and welcome to today's AMA!
Please ensure you read the instructions above before you post.
In order to see new questions and responses, make sure you refresh the page regularly.
Let me know if you need any assistance!
Hi we use xTools for cashlow modelling, the time to load is far too long, what can be done to improve this?
- courtney.youngblutt
Hi Matthew, thanks for posting. The load time you are experiencing with Xtools is probably not something we can solve in an AMA. I didn't want you to have to wait until 3pm tomorrow to hear that, so wanted to answer you now!
Your best bet will be to raise a ticket via Iress Connect, so our teams can monitor your specific Xplan instance in real time to see what may be impacting performance for you. It could be a combination of factors, and the support teams have access to the right tools to diagnose any underlying cause. Please make sure you do reach out to them - increasing the load time of your cashflow modelling would definitely improve efficiencies for you.
Related Discussions
Recent Discussions
