Reporting
The CCH Reporting module is accessed from the Reporting toolbar option.
Last update: CCH Practice Management
Assigning fee dimensions to a bill
This document outlines the process for assigning fee dimensions to bills within a practice management system. Users can assign these dimensions through the Billing Main window or the Fee Analysis History toolbox on the Home Page. Steps include selecting the invoice, choosing a fee dimension from a dropdown, entering the allocation amount, and providing comments. The document emphasizes the necessity of assigning the total amount to fee dimensions to avoid error messages and offers links to related articles for additional context.
CCH Practice Management
Generating Reports
This document outlines the functionalities of the CCH Reporting module within Practice Management, detailing report generation processes and the structure of report groups and sub-areas. It emphasizes the importance of predefined reports tailored for specific organizational roles and the system's filtering and sorting capabilities. Additionally, it lists various reporting fields, their descriptions, and the accessible data for different practice management areas, such as assignments, employee details, invoice details, and provisions. The document also notes the configuration of permission settings for new reporting fields.
CCH Practice Management
System reports list
This document details a maintenance menu feature allowing Practices to replace default System Reports with their custom Smart Reports within a Practice Management system. It describes how to link custom reports, reset links after updates from Wolters Kluwer, and manage report permissions. Users can navigate to the menu and utilize specific categories for re-linking. Additionally, it highlights the restriction of user access to the maintenance menu and outlines the process for deleting custom reports set as system reports.
CCH Practice Management
Running a prebilling report for a client
This document outlines the use and generation of prebilling reports for client work in a practice. Prebilling reports serve as a basis for client invoicing and include details of work completed, categorized by type, employee, month, or group. It provides a step-by-step guide on how to run these reports, including navigating the client interface and customizing the report criteria. Additionally, it details options for printing, saving, or exporting the generated reports, ensuring efficient management of work-in-progress (WIP) records.
CCH Practice Management
Links to third party applications
The document outlines the process for setting up links to third-party applications within CCH Practice Management. It includes steps for configuring a key to allow third-party applications, entering application details such as name, command line, and icon, and creating a task bar menu for easy access. Additionally, it provides instructions on how to remove an application link from the task bar. Overall, it serves as a guide for enhancing user functionality by integrating external applications into the CCH system.
CCH Practice Management
Fee Dimension criteria
This document outlines the process for categorizing fee income in a practice by setting up fee dimension criteria in a system. It provides step-by-step instructions for establishing, editing, and deleting fee dimensions, including entering details such as dimension name and code. Default dimensions are included, and users have options to manage dimensions by adding, editing, or making them inactive. The document also specifies that dimensions cannot be deleted if they are actively used in the system.
CCH Practice Management
Editing Aged Debt Bands
This document outlines the process for editing Aged Debt Bands, which classify overdue invoices by age. It describes accessing the Aged Debt Bands window, noting that six bands must always be defined. Users cannot edit the Start Day directly; instead, adjustments to the End Day of the previous band are required to change it. The document also instructs users on how to save changes after editing.
CCH Practice Management
Edit Dimensions on Purchase Invoices
This document outlines the process for editing Dimensions assigned to Nominal Codes within the Purchase Invoice screen. It specifies that editable Nominal Codes are displayed as hyperlinks. Users can modify these Dimensions by locating the relevant Nominal in the invoice, and then using the keyboard shortcut CTRL + Click to access the "Choose Dimensions" dialog for editing. An accompanying image illustrates the Purchase Invoice interface.
CCH Practice Management
Custom Categories
This document outlines the process for setting up and deleting custom categories within a system. Custom categories allow users to define specific attributes, such as whether a client receives a newsletter, with pre-defined values like 'Yes' and 'No.' Instructions are provided for creating categories, making them mandatory, entering values, and saving changes. Additionally, the document describes how to delete specific values or entire categories, including confirmation prompts for deletions. Overall, it serves as a user manual for managing custom categories in the system.
CCH Practice Management
Custom Fields
The document provides instructions for setting up and deleting custom fields in a user-defined maintenance system. Custom fields can record unique information, such as Date of Birth, and appear under the Extra tab on various pages like Assignment, Contact, and Employee. The setup process includes naming the field, selecting display options, making it mandatory, and choosing the data type. Deleting a custom field involves selecting it and confirming the deletion, with a reminder that it will be removed from all associated records.
CCH Practice Management
Configuration Keys
The document outlines configuration keys for customizing an application, emphasizing the modification procedures under Maintenance. It details billing and cash posting options, including billing allocation methods (FIFO, Pro Rata), and settings for document creation paths. Additionally, it explores miscellaneous keys relevant to accounting practices and secondary authorization for invoices. Key functionalities concerning application launching, report generation, and advanced settings in VIZ Essentials are discussed. Each key is defined with its value and functional implications, guiding users in optimizing the application for their operational needs.
CCH Practice Management
Changing application terms to practice terms
This document outlines the procedure for changing application terminology to familiar terms used by a practice. It details how to set up a configuration key, access the Custom Screen Text window, and replace original terms with new terms. The steps include selecting and editing terms, saving changes, and provides a related resource link for further guidance.
CCH Practice Management
Adding a Configuration Key
The document outlines the importance of configuring key settings in software to ensure optimal functionality. It details the Configuration window, highlighting the role of the system administrator in maintaining accuracy and establishing new configuration keys. Each key consists of a name, value, and optional notes, which contribute to the system's operation and data structure. Guidance is provided for adding new keys, emphasizing correct spelling and formatting. Additionally, it stresses the significance of contacting customer support for assistance with configuration issues.