CCH Axcess Practice - Best Practices Consulting

Unlock the full potential of CCH Axcess Practice with our Best Practices course. Discover expert tips and strategies for maximizing efficiency and streamlining your workflow, while also gaining the tools to customize your firm's policy and procedure guide to fit your unique needs.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business management & organization
Program/course level: Basic

Objectives

• Assess implementation goals.
• Choose administrative level Practice settings, including A/R and billing settings.
• Understand and set-up various Practice lists.
• Create the organization’s service code structure.
• Understand how to create security groups to manage staff security privileges.
• Review Practice considerations in the client and staff profiles.
• Establish policies and procedures for the use of Practice.