We currently have the full suite of iris products and use rapport from practice net for our document management system. It's good, but we duplicate a lot of effort setting up clients on two systems, importing documents etc.
Thinking about getting iris opendocs, formerly invu, and wondered what existing users thought of it - and if anyone had moved from rapport to iris and how the process went?
Specifically, would love to know:
What's the email integration like - for example does it automatically add emails sent and received through outlook to a client folder where the email address is known
Or is there an outlook add in that you use?
Is there a diary system that is practice wide, linking to clients etc?
How easy is it to use in terms of generating letters etc
What are the main issues you have with the product
Thanks in advance for the comments you post