How To
CCH Practice Management: expert training online (10133818)
CCH Practice Management
Overview
This course is designed to highlight configuration options in Practice Management and discuss what consequences that will have for the end user.
Prerequisites
- Knowledge of the decisions that were made during CCH Practice Management Implementation
- Attending CCH Practice Management: essentials and CCH Practice Management: enhanced would be useful but not mandatory
Objectives
To feel comfortable making changes to the maintenance settings of CCH which affect how the firm uses CCH Practice Management.
Course duration
3 hours
Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.
Course contents
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Who is this course designed for?
Decision makers, who have SuperUser rights, and a knowledge of the firm’s policies
Useful Resources
- eLearning courses - online courses that provide you with an overview and insight into our software
- Webinars - sessions for you to attend and learn from
- Customer Onboarding Glossary - Our terminology explained for customers
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.
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