Defining Document Creation Settings (CCH Practice Management)

Define Document Creation Settings

1. Select File > Maintenance > Documents > Document Creation Settings.

2. In the Document Creation Settings window, enter or edit the following details:

• Client Algorithm: The client algorithm is stored in the *. ini file. The default client algorithm is displayed in this field. You can change the client algorithm.
• Contact Algorithm: The contact algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the contact algorithm.
• Assignment Algorithm: The assignment algorithm is stored in the *. ini file. The default contact algorithm is displayed in this field.  You can change the assignment algorithm.
• Receipt Algorithm: This field defines the manner in which the receipt reference is created.
• Word Billing Algorithm: This field defines the manner in which the billing reference is created.
• Billing Startup Path: This field defines the location on the network of start location for billing.
• Templates Path: This field defines the location of the templates used by the system. The templates path is stored in the *. ini file. You can change the templates path.
• Document Startup Path: This path defines the location of files that are used in the system. The default path is displayed in this field. The path is stored in the *.ini file. You can change this path.
• Mailing Salutation: This defines how an addressee is greeted in a letter.
• Mailing Name: Defines the style used for names in letters.
• Mailing Initials: Sets the initials to be used for mailing purposes.
• Mailing Formal Name: Defines the formal name to be used in mail.
• Mailing Name Separator: Defines the mail separator to be used.
• Reset Mailing button: Resets mailing. Returns mailing to system defaults.

3. When you have finished making changes, click OK to save and close the window.