CCH Axcess Practice — Setup

The CCH Axcess™ Practice (Practice) Setup course content focuses on a group of important options and features you must set up for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must set up in order to prepare for conversion.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business Management & Organization
Program/course Level: Basic

Objectives

• 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.
• Evaluate and establish Practice security rights for staff members.
• Review Practice considerations in the client and staff profiles.