{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/186a057e3c924e4bbf94f5a3e2aea50a\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/186a057e3c924e4bbf94f5a3e2aea50a-00001.jpg","duration":1974.25,"title":"Onboarding Guide: Getting started with Practice Management","description":"In this video, I will guide you through the process of configuring reminders, setting up deadlines, and customizing fields in KPM's practice management system. I will show you how to edit company information, change fees, and input estimated hours. Additionally, I will demonstrate how to create reminders for staff members and clients, customize reminder emails, and create multiple reminders. I will also explain how to set up accounting periods and create deadlines at both the universal and client-specific levels. Finally, I will provide tips on customizing engagement letters, creating onboarding criteria, and using the AMR check feature."}