Objectives

• A well-informed IT department is essential for a successful implementation of ProSystem fx Practice Management. Learn how to properly install, maintain and support this product.

Topics

• Fitting the system into your network environment
• Understanding installation procedures and issues
• Ensuring inclusion of hardware and software requirements
• Understanding data backup policies and procedures 
• Understanding maintenance, support, and back-end support
• Managing MSDE/SQL
• Understanding the database behind ProSystem fx Practice Management
• Understanding file storage, file sharing and security  requirements (including the Citrix/Terminal Server)

Attendees

• IT personnel

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies
• Network experience

Objectives

• This Standard session is day one of our full Best Practices consultation, which is structured as a 2-day course.  Designed to ensure a smooth implementation, a knowledgeable consultant will guide your firm's implementation leaders through important decisions within the software. Through the first day of this course, new customers gain a head start on using the software to its full potential while existing customers benefit from a detailed review of their current use of ProSystem fx Practice Management.  Both new and existing customers learn how to implement CCH's recommended best practices.

Topics

• Assess implementation goals
• Discuss setup items you need to complete for a successful conversion
• Use the implementation checklist to create a to-do list for conversion and implementation
• Make assignments and set due dates in the implementation checklist
• Begin updating the Best Practices guide to build best practices specific to your company

Attendees

• Practice Management Champions Team, which should include representation from each department that will use the program.

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Business Management & Organization - 8 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• This Premium session is day two of our full Best Practices consultation, which is structured as a 2-day course. Designed for firms who want optimum guidance on implementing Practice Management, day two provides a more detailed look at the Implementation Checklist resulting in a customize Best Practices document that will suit your firm's workflow and organizational structure. Additional time will also be available to discuss more complex technical, procedural and functional implementation issues.

Topics

• Ensuring an in-depth understanding of the implementation checklist and related best practices documents
• Customizing a "Policies and Procedures Guide"
• Working through complete multi-office or large-scale implementations

Attendees

• Practice Management Champions Team, which should include representation from each department that will use the program.

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Business Management & Organization - 8 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Best Practices Consulting - Standard course

Objectives

• Looking for additional consulting on Practice Management? Create your own agenda and benefit from the opportunity to have a qualified consultant answer your firm's specific questions.

Topics

• Determined by the firm

Attendees

• Determined by the firm based on the agenda

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies

Objectives

• Are you a current user of ProSystem fx Practice Management? Do you need to reexamine your current Practice Management processes? Do you need assistance with new or enhanced program features? Do you have questions about specific Practice Management modules (e.g. Billing, Projects, Marketing)? If so, benefit from a having a qualified consultant examine your current processes, review new and existing program features, or answer your specific questions.

Topics

• Determined by the firm

Attendees

• Determined by the firm’s agenda.

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies

Objectives

• The Setup course content focuses on a group of important options and features you must set up for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must set up in order to prepare for conversion.

Topics

• Make decisions on basic setup items such as timer rounding, AR payment entry method and labels for Client Staff Positions and Project Status Dates
• Create lists used in the program
• Setup employees in the program
• Set default security settings and security settings for individual employees
• Create a list of Categories, Subcategories and Service Codes
• Set up your default invoice format
• Make decisions about how to enter a new client and client contact

Attendees

• Staff involved in determining the firm's best practices and software setup. While this course does not expressly cover best practices, it is important to involve decision makers.

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization - 4 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• The End User course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project and finding client contact information. The course content also includes a thorough overview of the Practice Management Dashboard. All of these features are designed to make sure that management has the most up–to–date information to make decisions.

Topics

• Enter billable time or expense transactions in 30 seconds or less
• Enter nonbillable time, expense, CPE and marketing transactions
• Update project status when entering time and expenses
• Review, edit and release time and expense transactions
• Generate a reimbursable expense report
• Manage and review personal due dates
• Review summary or detailed timesheet history
• Monitor client and project alerts
• Look up client information
• Use the Firm, Employee and Client Dashboards

Attendees

• All staff that enter time, expenses, lookup contact information, and update project status

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization - 2 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• The Biller course content focuses on billing practices and features that help to ensure timely, profitable billing. We follow the philosophy that having WIP, prior Invoice and A/R information at your fingertips saves time and money. Keeping management up to date on the status and progress of client accounts is the fundamental philosophy that drives the course. This course includes hands-on computer training.

Topics

• Select clients to bill
• Bill related clients (client engagements) together
• Generate a Quick Bill
• Correct WIP
• Analyze, Select and Adjust WIP
• Bill by Category or project
• Use Billing Agreements
• Partial Bill (apply a write up or write down to a specific WIP transaction)
• Format invoices
• Generate a Progress Bill
• Generate Fixed Fee Bills
• Review billing decisions on-screen
• Print or email invoices in a batch

Attendees

• All staff that select clients to bill, make billing decisions, correct or transfer WIP, generate, format, or process invoices, and review and approve bills

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization - 4 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• The Administrator course content focuses on features in the Administration and Accounts Receivable modules. By learning how to function properly within these modules, you can more efficiently and effectively manage and maintain the program on a day–to–day basis. This course includes hands–on computer training.

Topics

• Create new clients and prospects
• Create custom fields
• Maintain up to date client contact information
• Select a Lock Reconciliation Date and WIP Approval Date
• Determine Security Settings for employees
• Setup Alerts for assigned employees
• Complete Year End Procedures
• Use the Administrative Utilities
• Edit client information for multiple clients at once
• Use Batch Time Entry
• Lock releasing of time
• Edit and update released time
• Correct WIP and update invoices
• Enter and update A/R transactions
• Search A/R and transaction notes
• Apply Later Distribution transactions to invoices

Attendees

• Staff responsible for managing day–to–day operations in Practice Management, including clients, contacts, security, time, billing and A/R.

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization – 4 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• This course focuses on using features within Practice Management to better track your marketing efforts. The content helps you determine how your employees attain new business. The need for up to date information concerning leads and prospects, as well as tracking Marketing Methods, Referral Sources and employee marketing efforts drive the course content. The course also covers the use of mailing lists to generate quick labels and letters.

Topics

• Create, maintain and contact leads and prospects
• Track marketing methods and referral sources to evaluate effectiveness
• Use client specific marketing information to evaluate employee marketing performance
• Use the Mailers and Quick Mail* features to automate processing of labels and letters
• Add marketing ticklers to your client profiles

*The Quick Mail feature is only available if you license the Custom Library

Attendees

• Anyone involved in marketing efforts and those who track referrals or create mailing lists.

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization - 2 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• The Projects End User course content focuses on features employees will use when tracking projects throughout the program. The session content has an emphasis on the Project Tracking module, but the content includes other project tracking features that are available to you as well as in Time Entry, Contact Management and on the Dashboard. The content of this guide assumes project Administrators or Managers in your office have addressed the setup of Project Management within your database, allowing employees to begin tracking client projects.

Topics

• Use Project Tracking to review and update project information
• Customize on–screen lists in Project Tracking
• Extend project due dates
• Look up project information in Contact Management
• Customize your Contact Management project view
• Use project features in Time Entry
• Customize your project view in Time Entry
• Track projects on the Dashboard
• Run project reports
• Roll projects forward to the next year

Attendees

• All staff who track or edit project information.

CPE

• CPE Certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization – 2 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• The Projects Administrator course content focuses on features employees will use when creating and managing projects. Project Management list setup and creating projects are integral parts of this course, but the content includes additional setup and management features such as assigning employees to projects, establishing budget information and scheduling budgeted time.

Topics

• Setup Project Management lists
• Copy Templates to clients
• Copy existing client projects to other similar clients
• Assign staff to projects
• Establish time budgets for projects
• Schedule employee work load and manage resources
• Extend project due dates in the program
• Roll forward or replicate projects for the next period
• Use Project Management utilities and other helpful features

Attendees

• Staff who create projects, set time budgets for projects, assign staff to jobs and schedule project workload.

CPE

• CPE Certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization – 2 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• The Reports session content focuses on using various reporting options to better analyze data stored in Practice Management. The content addresses the need for up to date information concerning WIP, Billing and A/R using Dashboards and customized on–screen lists. This course also covers standard, preinstalled reports and use of the embedded Report Writer to create custom reports.

Topics

• Use standard, preinstalled reports in the Reports and Custom Library modules
• Save preferred settings for preinstalled reports
• Use the Dashboard to view firm or client staff assignment totals for WIP, billings in progress, and A/R
• View Client Specific WIP, Billing and A/R information on the Dashboard
• Locate and review project information on the Dashboard
• Change column settings to create a customized on screen list
• Create and run a custom report using the embedded Report Writer
• Locate and understand the Sample Reports Guide

Attendees

• Staff processing or creating reports in ProSystem fx Practice Management.

CPE

• CPE Certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization – 2 credits
• $55 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies