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.
- 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. Security groups are used to group employees together who will use the same features of the database. Employees can be grouped together for various reasons but normally, it is because they are at the same staff level or they perform similar duties. You can amend a security group as long as it is not being used by the system.