CCH Practice Management
Toolbox: Fee Analysis History
This document details the "Fee Analysis History" option within a toolbox feature, which presents a "Full Analysis History" window similar to "Full Billing History." Users can sort data by various criteria through a pop-up menu. It outlines necessary steps to utilize the analysis option, including customizing the homepage, setting fee dimension criteria, creating a configuration key, and establishing task permissions. Additionally, it provides links to related topics for further guidance on homepage customization and fee dimension allocation.