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CCH Software User Documentation

Toolbox Options

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You can customise the contents of the Homepages by using the Toolbox.

Configuring the Homepage

To open the Toolbox, navigate to your Homepage and choose Customise from the Ribbon:


The Toolbox is displayed and you can select Practice Management. From there you can chose various options to display on your Homepage. Drag an option using the mouse onto your Homepage. What you can select and do with the Toolbox will depend upon the security group you belong to.





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