CCH Axcess Practice - Best Practices Consulting

Designed to ensure a smooth implementation, a Wolters Kluwer consultant guides your implementation leaders through important setup decisions. Customers gain a head start on using CCH Axcess Practice to its full potential and learn how to implement our recommended best practices for different management processes.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic

Objectives

• Assess implementation goals
• Use the implementation checklist to create a Practice specific to-do list
• Choose administrative level Practice settings, including A/R and billing settings
• Understand and set-up various Practice lists
• Create the organization’s service code structure
• Evaluate and establish Practice security rights for staff members
• Review Practice considerations in the client and staff profiles
• Begin editing the Policies & Procedures Guide (8+ hour BP only)