Hayden Library - TP248.2.R69 2017

Online Resource

Online Resource

Hayden Library - TP1150.W36 2018

Hayden Library - TP994.A23 2017

Online Resource

Online Resource

Míguez, Néstor Oscar

Simpkins, Stacy, author

Garrett, Gregory A

Interview with Arash Mostaghimi, author of Trends in Private Equity Acquisition of Dermatology Practices in the United States

Available Sessions for this Seminar:

, February 04, 2015
, February 17, 2015

Objectives

The Projects course content focuses on features you use to assign employees to projects, enter and track budget information and track project due dates. Project Management list setup and creating projects are integral parts of this course. These features help make sure management has the most up to date information to make informed decisions. Expected prerequisite program knowledge includes the Time Entry module as well as filtering and navigating between modules. This course includes hands-on computer training.

Topics

·         Set security settings that affect the Project Management and Project Tracking modules

·         Set up Project Management lists

·         Copy Templates to clients

·         Copy existing client projects to other clients

·         Assign staff to projects

·         Create budgets for projects

·         Schedule employee work load and manage resources

·         Use Project Tracking to build lists on-screen

·         Update a project status in the Time Entry module

·         Run project status and scheduling reports

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

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1247, January 28, 2015

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1644, January 20, 2015

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. 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

·         Review summary or detailed timesheet history

·         Monitor client and project alerts

·         Manage and review personal due dates

·         Look up client information

Attendees

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

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1244, January 15, 2015

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.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1246, January 15, 2015

Objectives

The Administrator course content focuses on features in the Administration, Accounts Receivable, Reports and Report Writer modules. By learning how to work properly within these modules, you can better manage 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

·         Lock releasing of time

·         Edit and update released time

·         Use Batch Time Entry

·         Correct WIP and update invoices

·         Select a Lock Reconciliation Date and WIP Approval date

·         Determine Security Settings for employees

·         Set up Alerts for assigned employees

·         Complete Year End Procedures

·         Use the Administrative Utilities

·         Enter A/R transactions

·         Apply Later Distributions (prepayments) to invoices

·         Update, Correct and Search A/R

·         Print A/R Statements and Dunning Letters

·         Calculate and update finance charges

·         Generate firm reports

·         Create and process report Queues

Attendees

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

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1245, January 14, 2015

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1392, January 13, 2015

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.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1243, January 12, 2015

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1393, January 08, 2015
ipwebinar.aspx?tab=1&smid=1393, January 22, 2015

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.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1528, January 08, 2015

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1554, January 06, 2015

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1460, December 29, 2014

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1670, December 18, 2014
ipwebinar.aspx?tab=1&smid=1670, January 21, 2015
ipwebinar.aspx?tab=1&smid=1670, February 03, 2015
ipwebinar.aspx?tab=1&smid=1670, February 10, 2015

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1371, December 18, 2014
ipwebinar.aspx?tab=1&smid=1371, January 21, 2015
ipwebinar.aspx?tab=1&smid=1371, January 26, 2015
ipwebinar.aspx?tab=1&smid=1371, February 03, 2015
ipwebinar.aspx?tab=1&smid=1371, February 10, 2015

Available Sessions for this Seminar:

, December 17, 2014

Our Best Practices consultation session 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.

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

    - 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
    - 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.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1334, December 16, 2014

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1635, December 15, 2014
ipwebinar.aspx?tab=1&smid=1635, December 15, 2014
ipwebinar.aspx?tab=1&smid=1635, January 05, 2015
ipwebinar.aspx?tab=1&smid=1635, January 05, 2015
ipwebinar.aspx?tab=1&smid=1635, January 06, 2015
ipwebinar.aspx?tab=1&smid=1635, January 07, 2015
ipwebinar.aspx?tab=1&smid=1635, January 07, 2015
ipwebinar.aspx?tab=1&smid=1635, January 20, 2015
ipwebinar.aspx?tab=1&smid=1635, January 27, 2015
ipwebinar.aspx?tab=1&smid=1635, January 27, 2015
ipwebinar.aspx?tab=1&smid=1635, January 29, 2015

Sætre, Glenn-Peter, author

Online Resource

Dewey Library - K758.S25 2019

Dewey Library - K3585.I582 2019

Dewey Library - KF2120.R85 2018

Dewey Library - K3241.G46 2020

Dewey Library - K3585.F385 2019

Arner, Douglas W., author

Rajoo, Sundra, author

Boulle, Laurence, 1949-