How To
Set and Assign Tasks
CCH Practice Management
A task is an activity or the basic step that each employee does when carrying out work for the practice.
Tasks
You can set tasks and assign them to stages in a workflow. How simple or detailed the assignments become is up to you. The more detailed and structured the assignments, the more detailed the profit analysis per work type, allowing you to really get an understanding of the profitability of the services offered to your clients.
A task could be any one of these examples:
- Allocate job
- Collate information
- Balance accounts
- Send for review
- Check accuracy
- Sign off work
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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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