startCCH Practice Management: Setup and configuration training (10091240)
How To

CCH Practice Management: Setup and configuration training (10091240)

CCH Practice Management
Last update: Reading time 2 minutes
ConfigurationSetupTraining SessionsCourse Outlines

    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

    Session 1: Practice setup and configuration

    • Company setup and maintenance
    • Employee setup and maintenance
    • Security groups and permissions
    • Assignment setup and maintenance (chargeable and non-chargeable)
    • Task Codes

    Session 2 (Part 1):  Client setup and maintenance

    • Create, edit and maintain client and contact records
    • Extra fields creation and maintenance
    • Homepage create and maintenance

    Session 2 (Part 2): Central overview and timesheet training for Champions/Super Users

    • Introduction to Central
    • Timesheet entry
    • Timesheet authorisation and posting
    • Disbursement entry

    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

    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.