CCH Practice Management: Billing setup, configuration and processing

Overview

This course will provide consultancy in setup and maintenance of the key components of CCH Practice Management within CCH Central.
The consultancy includes the configuration and management of your database, in line with your business requirements.
After completing this session you will be able to continue with the system maintenance and configuration changes of the database.

Course Duration: Two consecutive onsite or online sessions. Each session will last up to 3 hours.

Key Objectives

The delegates will be able to setup and maintain the billing configuration.
To ensure system managers and administrators are able to perform setup, maintenance, data approval and posting functions.

Course Contents

Session 1: Billing setup and configuration

Review and edit configuration settings
Check document configuration settings
Check last bill numbering
Review of Master Paragraphs
Linking Master Paragraphs to Assignment Templates and Task Codes (where applicable)
Creating code types for interim/estimate to complete bills and misc. charges
Bill template creation
Group tab review

Session 2: Bill processing (could be repeated depending on numbers attending)

Pre-billing reports
Straight forward WIP billing
Using paragraphs and Master Paragraphs
Interim/Estimate to complete billing
Pure profit bills (misc. charges) and credit notes
Group billing
Bill authorisation and posting
Sending the bill to the client

Pre-requisites

Attendees should adhere to the consultancy session Guidelines.

All attendees should have a good understanding of CCH Central with appropriate task permissions.

Who is this course designed for?

System administrators
Staff that have responsibility for managing CCH Central and/or CCH Practice Management.

Note: We recommend an End User session which will cover all of the contents from the Billing Processing consultancy to enable your staff to be up and running with billing your clients.

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from