How To
Master Paragraphs
CCH Practice Management
Master paragraphs are used in billing to add explanatory text to task codes. They can be set up as options that users can select from a list, or they can be inserted as free-form text about an item on the bill.
Like bill templates, master paragraphs are configured by the Systems Administrator and are a way of customising invoices to different client and practice scenarios. Most practices develop their own library of master paragraphs best suited to their billing requirements. Only users with Administrator permissions may add master paragraphs to the system.
Set up a new Master Paragraph
- Select File > Maintenance > Documents > Master Paragraphs.
- In the Master Paragraphs window, in the blank row at the top of the table, enter the name of the paragraph in the Paragraph Name field.
- In the Paragraph Text field, enter the text that will be displayed for the Paragraph Name.
- To edit a Paragraph Name or Paragraph Text, click the field and edit the text directly.
- When you have finished making changes, click OK to save the information and close the Master Paragraphs window.
Delete a Master Paragraph
- Select File > Maintenance > Documents > Master Paragraphs.
- In the Master Paragraphs window, select the Master Paragraph to delete by clicking the blue left margin cell.
- Press the [Delete] key and then click Yes when prompted to confirm the delete action.
- The paragraph is deleted.
- When you have finished making changes, click OK to save the changes and close the Master Paragraphs window.
Related documents
CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
Release Notes for CCH Practice Management 2026.3
CCH Practice Management: enhanced - billing training online (10133815)
This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
CCH Practice Management: essentials training online (10133814)
This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
Software and database installation (10091331)
This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.