Objectives

• Provide an overview of the best workflow possible using ProSystem fx Practice Management through "a day-in-the-life of a firm manager" from the moment of logging into Practice Management in the morning until logging out at the end of the day.

Topics

• Contact management
• Time and expenses
• Billing
• Project workload management
• Reports

Attendees

• Staff involved in determining the firm's best practices and software setup

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-2 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Gain guidance on the crucial setup items in Practice Management that control how the software will work in your firm.

Topics

• Reviewing the basic setup guide
• Setting up:
  • The Firm
  • Security
  • Employees
  • Clients
  • Invoice formats
  • Projects

Attendees

• Staff involved in determining the firm's best practices and software setup

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-3 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Overview course

Objectives

• Learn the most efficient way to perform routine daily tasks required of every user of ProSystem fx Practice Management. Course includes hands on computer training.

Topics

• Entering chargeable time or expense in 30 seconds or less
• Entering nonchargeable time, expenses, CPE and marketing information
• Updating project statuses as time and expenses are entered
• Reviewing, editing and releasing time and expense transactions
• Generating a reimbursable expense report
• Managing and reviewing personal due dates
• Looking up summary or detailed timesheet or history information
• Monitoring client and project alerts
• Looking up client profile, contact, and account information

Attendees

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

Register Now
(class format(s) listed below)

CPE

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

Prerequisites

• Read Policies

Objectives

• Learn how to quickly and efficiently make billing decisions and create and format client invoices using ProSystem fx Practice Management. Course includes hands on computer training.

Topics

• Selecting clients to bill
• Billing related clients together
• Generating a quick bill in 5 minutes or less
• Correcting and transferring WIP
• Using select all / adjust selected
• Use billing agreements or projects
• Creating partial bills
• Applying specific write-ups or write-downs to WIP
• Formatting invoices
• Generating a progress bill
• Generating a fixed fee bill
• Reviewing and approving bills on screen
• Printing or emailing invoices on demand or 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

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-3 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Help your firm run more efficiently by learning how to effectively manage and maintain all of the administrative functions in Practice Management. Course includes hands on computer training.

Topics

• Creating new client or prospects
• Utilizing custom fields
• Using find and change
• Managing marketing efforts including: mail and email campaigns, referrals
• Setting up, maintaining and monitoring firm leads, referrals, affiliates, prospects and client contact information
• Changing columns & filter lists in contact management
• Setting security options
• Completing year end procedures
• Reviewing utilities
• Using batch time entry and print exception report
• Locking, editing and updating released time
• Updating WIP approval date
• Making billing corrections and updates
• Recording and updating accounts receivable
• Correcting A/R and apply later distribution
• Calculating and updating finance charges
• Locking reconciliation date
• Printing/emailing statements and dunning letters
• Generating firm reports

Attendees

• Staff responsible for managing day-to-day operations in Practice Management, including clients, marketing, contacts, security, time, billing, A/R, and generate reports

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-5 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Learn how to quickly and correctly create, update and monitor projects, and manage staff workload, in ProSystem fx Practice Management.

Topics

• Creating new projects
• Monitoring due dates
• Establishing time budgets
• Updating job status
• Assigning staff to projects
• Scheduling employees workload and manage resources
• Rolling forward or replicating projects for the next period
• Setting up project management module

Attendees

• Staff that create projects, monitor due dates, set time budgets, assign staff to jobs, and schedule staff workload

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-3 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Learn how to use the CCH Coolbar add-on to access ProSystem fx Practice Management client and contact information, create time entries and link communications from within Microsoft® Outlook.

Topics

• Managing and linking emails, appointments and tasks
• Creating time entries from within Microsoft® Outlook
• Viewing contact relationship management (CRM) client data
• Customizing lists of contacts, client details, actions, time entries, financial information and work in progress from within Microsoft® Outlook

Attendees

• Existing  ProSystem fx Practice Management users new to CCH Coolbar

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Business Management & Organization-2 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies