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

• Assessing your firm's goals
• Understanding your firm environment, including departmental relationships
• Improving your firm processes
• Understanding the implementation checklist and related best practices documents

Attendees

• Practice Management champions team

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Business Management & Organization-8 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Overview course

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 suite 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

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Business Management & Organization-8 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Best Practices Consulting - Standard course

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 (Iicluding the Citrix/Terminal Server)

Attendees

• IT personnel

Register Now
(class format(s) listed below)

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies
• Network experience

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

Register Now
(class format(s) listed below)

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies