Maintenance
The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Using the Maintenance area
- The Maintenance area gives you a graphical view of the Maintenance menu.
- Address/Phone/Website/Email address
- In CCH Central it is possible to setup different types of addresses, phones, websites and email addresses.
- Assignment
- Setting up a new Assignment Type
- Setting up an Assignment Template
- Setting up a new Assignment Template Group Type
- Setting up a new Milestone
- Adding or removing templates from an Assignment Template Group
- Editing an Assignment Template Group Type
- Editing milestones
- Deleting an Assignment Template
- Deleting an Assignment Template Group Type
- Deleting a milestone
- Linking an Assignment Template to a Product
- Client/Supplier
- The options under File > Maintenance > Client/Supplier are related to the general setup and maintenance information which will flow through Central and Practice Management.
- Documents
- How to Define Document Creation and Document Mailing settings
- Internal
- The area in CCH Central under the main menu File > Maintenance > Internal is where you tailor the software to the way your practice is organised.
- Setting up Responsibility Types
- Set up an Association Type
- Set up an Office Branch
- Set up a Centre in CCH Central
- Set up a Company
- Set up a Department
- Set up a Partner
- Deleting an Office
- Deleting Association Types (CCH Central)
- Deleting a Centre (CCH Central)
- Deleting a Company (CCH Central)
- Deleting a Department
- Deleting a Partner
- Deleting a Responsibility Type
- About Unspecified and Unspec
- Setting up Online Filing credentials
- Set up Task Codes
- How to set up a Task Code
- Security
- Security settings are used to set up access rights or prevent unauthorised access to areas within the application or to your practice's database.
- Controlling Access to Data via Data Security
- Security Group Maintenance
- Task Permissions: Security Groups
- Adding an employee to an Employee Group
- Deleting a Security Group (CCH Central)
- Document security
- Editing Employee Group Security (CCH Central)
- Extra Field Security
- Modifying Security Group Details
- Security Settings: Symbols