Consultancy Services
Consultancy Services for CCH Workflow
Last update: CCH Workflow
CCH Workflow: Catalogue template implementation consultancy (10091310)
The document outlines a training session for implementing workflow templates from the Workflow Catalogue into the CCH Central system. The session lasts up to three hours and includes remote access for configuration tailored to the practice's needs. Participants will set up a specific workflow, modify system settings, and learn how to report on the data. A senior staff member's involvement is required to facilitate the session. Additional resources for further learning and support are also provided.
CCH Workflow
CCH Workflow: configuration and deployment consultancy (10091313/10091314)
This document outlines a training course aimed at enhancing workflow processes using CCH Central. The course includes two online sessions where consultants collaborate with practice managers and specialists to analyze and modify existing workflows or create new ones tailored to specific business needs. Key objectives include setting up workflows, reviewing requirements, and planning deployment. Participants should have established a documented business process beforehand. The course is designed for practice managers, departmental partners, and senior specialists responsible for workflow development. Additional resources for learning about the software are also provided.