CCH Practice Management: Setup and configuration training
Overview
This course provides training in setup and maintenance of the key components of CCH Practice Management within CCH Central.
The training includes the configuration and management of your database, in line with your business requirements.
Course Duration: These two practical interactive online or onsite sessions. Each session will last up to 3 hours.
After completing this course you will be able to continue with the system maintenance and configuration changes of the database.
Key Objectives
- The delegates will be able to access and utilise the maintenance tools of CCH Practice Management within CCH Central
- Ensure delegates can maintain CCH Practice Management in line with company policy and procedures
Course Contents
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Session 1: Practice setup and configuration
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Session 2 (Part 1): Client setup and maintenance
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Session 2 (Part 2): Central overview and timesheet training for Champions/Super Users
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Pre-requisites
Attendees should adhere to the Training session Guidelines.
All attendees should have a good understanding of CCH Central with appropriate task permissions.
Who is this course designed for?
Employees / CCH users who have responsibility for managing CCH Central and/or CCH Practice Management.
System administrators.
Note: This training is designed to run onsite or online for 2 consecutive sessions. We recommend an End User session. Details of this session can be found here.
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