How To
Centres
CCH Practice Management
To set up a Centre
- On the main menu, click Maintenance > Internal > Centres.
- In the Centres window, in the blank row at the top of the table, enter the Centre Name. To modify an existing name, edit the text directly.
- Enter the Centre Code. The code must be unique. To modify an existing code, edit the code directly.
- To set up additional centres, press [Enter] and repeat steps 2 to 3.
- When you have finished setting up centres, click OK to save the information and close the Centres window.
Deleting a Centre
- On the main menu, click Maintenance > Internal > Centres.
- In the Centres window, select the centre to delete by clicking the blue margin cell. The row appears highlighted.
- Press the [Delete] key and then click Yes when prompted to confirm the delete action. The centre is deleted.
- Click 'OK' to save the changes and close the Centres window.
Note: you cannot delete centres that are being used by the system. If you try to delete a centre that is associated with clients or employees, an error message is displayed.
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