Getting Started
Here you can see how to get started with the built-in workflows, access the "Workflow Catalogue", and explore further options such as creating customised workflows for your practice.
- Basic set up of Workflows
- The quickest way to get started with CCH Central Workflow is to use the standard templates that come pre-installed. We have a range of templates available which cover compliance activities, as well as non-compliance processes and billing automation. Here you can find out how to implement, progress and report on a workflow.
- Non-standard Workflows
- Workflows can be edited, and you can even create your own bespoke workflows. Our Wolters Kluwer Professional Services consultants offer a range of services to help you with this. Please contact your Account Manager if you need any more information*.