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CCH Practice Management: Billing

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




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CCH Practice Management: Administrator & Reporting

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




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Practice Management: Administrator & Reporting - Private

Available Sessions for this Seminar:

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




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CCH Practice Management: Basic Setup

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




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CCH Practice Management: Project Management - Private

Available Sessions for this Seminar:

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




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Practice Management - Marketing - Private

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




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CCH Practice Management - Custom Training - 4 hours

Available Sessions for this Seminar:

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




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Engagement - Best Practices - Private

Available Sessions for this Seminar:

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




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Practice Management - A/R Training - Private

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




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CCH Practice Management : Billing - Private

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




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CCH Practice Management In-depth Setup Day 2 - Private

Available Sessions for this Seminar:

, December 17, 2014




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CCH Practice Management - In-depth Setup Day 1 - Private

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




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CCH Practice Management - Time Entry - Private

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




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Evolutionary genetics : concepts, analysis, and practice / Glenn-Peter Sætre and Mark Ravinet

Sætre, Glenn-Peter, author




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Bacteria : a very short introduction / Sebastian G.B. Amyes

Amyes, Sebastian G. B., author




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Bacterial pathogenesis : a molecular approach / Brenda A. Wilson, Malcolm E. Winkler, Brian T. Ho

Wilson, Brenda A., author




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Interactions in the marine benthos : global patterns and processes / edited by Stephen J. Hawkins, Katrin Bohn, Louise B. Firth, Gray A. Williams




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Human Genetics and Genomics: A Practical Guide


 
Finally meeting the need for a laboratory manual on human genetics, this practical guide is the perfect companion title to all major standard textbooks on the subject. The authors all have a high-level research background and are actively involved in teaching and counseling.
Based on a standard curriculum in human genetics, each chapter equals one practical unit of the course and topics range from basics in human inheritance to genetics in major disease

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Autoimmune Liver Disease: Management and Clinical Practice


 

A practical guide to autoimmune liver diseases through pathogenesis, diagnosis, and management

In Autoimmune Liver Disease Management and Clinical Practice, practitioners will learn about the current state of autoimmune liver disease and how to focus on their diagnosis and treatment. The four-part book begins with a thorough investigation of current immunological thinking as it relates to the autoimmunity of the liver. It also covers the four major



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The Wiley Handbook of Healthcare Treatment Engagement: Theory, Research, and Clinical Practice


 

Against a global backdrop of problematic adherence to medical treatment, this volume addresses and provides practical solutions to the simple question: “Why don’t patients take treatments that could save their lives?”

The Wiley handbook of Healthcare Treatment Engagementoffers a guide to the theory, research and clinical practice of promoting patient engagement in healthcare treatment at individual, organizational and systems levels. The concept of



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Cardiovascular Prevention and Rehabilitation in Practice, 2nd Edition


 

The authoritative clinical handbook promoting excellence and best practice

Cardiovascular Prevention and Rehabilitation in Practiceis a comprehensive, practitioner-focused clinical handbook which provides internationally applicable evidence-based standards of good practice. Edited and written by a multidisciplinary team of experts from the British Association for Cardiovascular Prevention and Rehabilitation



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Si–C(sp3) bond activation through oxidative addition at a Rh(I) centre

Dalton Trans., 2020, 49,5416-5419
DOI: 10.1039/D0DT00725K, Communication
S. Azpeitia, A. J. Martínez-Martínez, M. A. Garralda, A. S. Weller, M. A. Huertos
Rhodium promoted a fast, quantitative and room temperature Si–CH3 bond activation.
The content of this RSS Feed (c) The Royal Society of Chemistry




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Redox active Ni–Pd carbonyl alloy nanoclusters: syntheses, molecular structures and electrochemistry of [Ni22−xPd20+x(CO)48]6− (x = 0.62), [Ni29−xPd6+x(CO)42]6− (x = 0.09) and [Ni29+xPd6−x(CO)42]6− (x = 0.27)

Dalton Trans., 2020, 49,5513-5522
DOI: 10.1039/D0DT00337A, Paper
Beatrice Berti, Cristiana Cesari, Cristina Femoni, Tiziana Funaioli, Maria Carmela Iapalucci, Stefano Zacchini
Redox active molecular Ni–Pd alloy nanoclusters were obtained by redox condensation, their total structures and metal distribution were determined by X-ray crystallography, and their electron-sink behavior was ascertained by electrochemical studies.
The content of this RSS Feed (c) The Royal Society of Chemistry




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Design and synthesis of photoluminescent active interpenetrating metal–organic frameworks using N-2-aryl-1,2,3-triazole ligands

Dalton Trans., 2020, 49,5429-5433
DOI: 10.1039/D0DT00933D, Communication
Jingyang Li, Ying He, Li Wang, Qinhe Pan, Zhiguang Song, Xiaodong Shi
N-2-aryl-1,2,3-triazole derivatives were synthesized as new ligand systems for the construction of photoluminescent active metal–organic frameworks (MOFs).
The content of this RSS Feed (c) The Royal Society of Chemistry




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Two amino acid-templated metal phosphates: surfactant-thermal synthesis, water stability, and proton conduction

Dalton Trans., 2020, 49,5440-5444
DOI: 10.1039/D0DT00966K, Communication
Lijuan Huang, Lei Wang, Yan Zhao, Ling Huang, Jian Bi, Guohong Zou, Zhien Lin, Daojiang Gao
An amino acid-templated gallium phosphate with a zeolitic topology has been prepared under surfactant-thermal conditions and it shows exceptional water stability and interesting proton-conducting properties.
The content of this RSS Feed (c) The Royal Society of Chemistry




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Photo-reduction enables catalyst regeneration in Fenton reaction on an Fe2O3-decorated TiO2 nanotube-based photocatalyst

Dalton Trans., 2020, Advance Article
DOI: 10.1039/D0DT00670J, Paper
Quanming Peng, Guiming Peng, Liangpeng Wu, Yaqian Chen, Bin Han, Qiucheng Su, Shijun Liu, Xinjun Li
Active Fe2+ sites of TNT(Pd)/Fe2O3 with a unique electronic structure for the Fenton reaction can be self-generated.
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Syntheses, characterization and properties of two new dodeca-niobates presenting unprecedented features

Dalton Trans., 2020, Advance Article
DOI: 10.1039/D0DT00953A, Paper
Ting-Ting Zhang, Po-Han Lin, Gui-Yang Yu, Xiao Zhang, Xiao-Bing Cui
Two new dodeca-niobate materials, K3[Nb2O2][H7SiNb12O40]·16H2O (1) and [Cu(en)2]9[(VNb12V1.69Nb0.31O42en0.31)2]·20.69H2O (2), have been obtained and characterized by IR, UV-Vis, XRD, and single crystal X-ray diffraction analysis.
To cite this article before page numbers are assigned, use the DOI form of citation above.
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Retraction: Determination of chemical affinity of graphene oxide nanosheets with radionuclides investigated by macroscopic, spectroscopic and modeling techniques

Dalton Trans., 2020, 49,5741-5741
DOI: 10.1039/D0DT90074E, Retraction
Open Access
  This article is licensed under a Creative Commons Attribution 3.0 Unported Licence.
Congcong Ding, Wencai Cheng, Yubing Sun, Xiangke Wang
The content of this RSS Feed (c) The Royal Society of Chemistry




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Retraction: Enhanced adsorption of Eu(III) on mesoporous Al2O3/expanded graphite composites investigated by macroscopic and microscopic techniques

Dalton Trans., 2020, 49,5742-5742
DOI: 10.1039/D0DT90075C, Retraction
Open Access
  This article is licensed under a Creative Commons Attribution 3.0 Unported Licence.
Yubing Sun, Changlun Chen, Xiaoli Tan, Dadong Shao, Jiaxing Li, Guixia Zhao, Shubin Yang, Qi Wang, Xiangke Wang
The content of this RSS Feed (c) The Royal Society of Chemistry




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Synthesis and characterisation of light lanthanide bis-phospholyl borohydride complexes

Dalton Trans., 2020, Advance Article
DOI: 10.1039/D0DT01241F, Paper
Jingjing Liu, Lydia E. Nodaraki, Philip J. Cobb, Marcus J. Giansiracusa, Fabrizio Ortu, Floriana Tuna, David P. Mills
Two families of lanthanide(III) phospholyl borohydride complexes are reported (carbon = grey, hydrogen = white, oxygen = red, boron = yellow, phosphorus = magenta, potassium = blue, lanthanides = teal; only BH4 hydrogens are shown for clarity).
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Copolymerization of CHO/CO2 catalyzed by a series of aluminum amino-phenolate complexes and insights into structure–activity relationships

Dalton Trans., 2020, Advance Article
DOI: 10.1039/D0DT00726A, Paper
Hart Plommer, Laura Stein, Jennifer N. Murphy, Nduka Ikpo, Nelaine Mora-Diez, Francesca M. Kerton
Five aluminum catalysts demonstrated different selectivity and activity during reactions of carbon dioxide and epoxides.
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Accelerating charge transfer in ultrafine NiFe-LDHs/CB interface during electrocatalyst activation process for water oxidation

Dalton Trans., 2020, Accepted Manuscript
DOI: 10.1039/D0DT00824A, Paper
Mengke Cai, Qinglin Liu, Yiyue Zhao, Zhenyu Wang, Yinle Li, Guangqin Li
Owing to coordinating of intriguing activity and conductivity, the hybrid compositions of layered double hydroxides (LDHs) and carbon-based materials have been extensively and widely applied to evolve oxygen gas for...
The content of this RSS Feed (c) The Royal Society of Chemistry




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1,2-Insertion Reactions of Alkynes into Ge–C Bonds of Arylbromogermylene

Dalton Trans., 2020, Accepted Manuscript
DOI: 10.1039/D0DT01223H, Paper
Tomohiro Sugahara, Arturo Espinosa Ferao, Alicia Rey, Jing-Dong Guo, Shin Aoyama, Kazunobu Igawa, Katsuhiko Tomooka, Takahiro Sasamori, Daisuke Hashizume, Shigeru Nagase, Norihiro Tokitoh
1,2-insertion reactions of alkynes into the Ge–C bonds in dibromodigermenes afford stable crystalline bromovinylgermylenes. In contrast to previously reported Lewis-base-supported vinylgermylenes, the bromovinylgermylene obtained from reaction of the bromogermylene with...
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Multicolor tunable luminescence and energy transfer of core-shell structured SiO2@Gd2O3 microspheres co-activated with Dy3+/Eu3+ under single UV excitation

Dalton Trans., 2020, Accepted Manuscript
DOI: 10.1039/D0DT00735H, Paper
Jie Chen, Yixin Gao, Haifeng Jiang, Yan Liu, Zhaohui Jin
Optimizing structure and varing doped ions are two main strategies to obtain excellent luminescence performance. Spherical morphology is considered to be the most ideal phosphor structure due to the least...
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Influence of Eu valence in the optical activity of BaTiO3 decorated with CaF2 synthesized by microwave-assisted hydrothermal method

Dalton Trans., 2020, Accepted Manuscript
DOI: 10.1039/D0DT01321H, Paper
Tatiane Strelow Lilge, Adriano Borges Andrade, Claudiane dos Santos Bezerra, Giordano Frederico da Cunha Bispo, Zélia Soares Macedo, Mario Lucio Lúcio Moreira, Mário Ernesto Giroldo Valerio
Inorganic hybrid materials are promising applications in absorbers and photon harvesting of solar irradiation, such as DSSC cell photoanodes. Moreover, the investigation of the interaction between the photoanode constituent materials...
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Amorphous Ni–Fe–Se hollow nanospheres electrodeposited on nickel foam as a highly active and bifunctional catalyst for alkaline water splitting

Dalton Trans., 2020, Advance Article
DOI: 10.1039/C9DT04755G, Paper
Xuerui Yi, Xiaobo He, Fengxiang Yin, Biaohua Chen, Guoru Li, Huaqiang Yin
The electrodeposition of amorphous Ni–Fe–Se hollow nanospheres as a highly efficient bifunctional catalyst for the sustainable production of hydrogen.
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Synthesis and reactivity of cyclobutadiene nickel bromide

Dalton Trans., 2020, Advance Article
DOI: 10.1039/D0DT01510E, Paper
Nikita V. Shvydkiy, Egor A. Dlin, Klimentiy V. Ivanov, Anastasiya G. Buyanovskaya, Yulia V. Nelyubina, Dmitry S. Perekalin
The reaction of NiBr2 with 3-hexyne provides new access to various cyclobutadiene nickel complexes.
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Selenotungstates incorporating organophosphonate ligands and metal ions: synthesis, characterization, magnetism and catalytic efficiency in Knoevenagel condensation reaction

Dalton Trans., 2020, Accepted Manuscript
DOI: 10.1039/D0DT00444H, Paper
Jingyang Niu, Hui Kong, Peipei He, Zongfei Yang, Qiaofei Xu, Jiawei Wang, Ran Ban, Pengtao Ma, Jingping Wang
Three sandwich-type TM-containing (TM = transition metal) organophosphonate-based polyoxotungstate clusters, [TM(H2O)4(SeW6O21)2{Co(OOCCH2NCH2PO3)2}3]12– (TM = Co, Ni), have been successfully synthesized, which is the first reported TMs-containing organophosphonate-based selenotungstates. They were structurally...
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Reactive metallocene cations as sensitive indicators of gas-phase oxygen and water

Dalton Trans., 2020, Advance Article
DOI: 10.1039/D0DT00798F, Paper
Anuj Joshi, Sofia Donnecke, Ori Granot, Dongju Shin, Scott Collins, Irina Paci, J. Scott McIndoe
Gas-phase oxidation of air-sensitive organometallic compounds does not proceed to a significant extent in mass spectrometric analysis unless a vacant coordination site is generated, making nitrogen generators a suitable source of desolvation gas.
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Two [Ln4] molecular rings folded as compact tetrahedra

Dalton Trans., 2020, Accepted Manuscript
DOI: 10.1039/D0DT01259A, Paper
Guillem Aromi, Olivier Roubeau, Leoní Alejandra Barrios, Jorge Salinas-Uber
The design of photoactive ligands may provide an entry into multifunctional molecular nanomagnets. We report here the design and synthesis of a new multitopic chelating ligand, 1,2-bis-(5-(N’-(pyridine-2-yl-methylene)-carbohydrazide)-3-methyl-thien-3-yl)-cyclopentene (H2L), bearing a...
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Photophysical, photodynamical, redox properties and BSA-interactions of novel isomeric tetra-cationic peripheral palladium(II)-bipyridyl porphyrins

Dalton Trans., 2020, Accepted Manuscript
DOI: 10.1039/D0DT01063D, Paper
Fabiano S Santos, Carolina H. da Silveira, Fabio Souza Nunes, Daniele Ferreira, Henrique Victória, Klaus Krambrock, Otávio Augusto Chaves, Fabiano Severo Rodembusch, Bernardo Almeida Iglesias
New isomeric tetra-cationic porphyrins containing peripheral [Pd(bpy)Cl]+ units attached at pyridyl substituents were synthetized and fully characterized. The porphyrins present an intense Soret band located in the blue spectral region...
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Impacts of hydrogen bonding interactions with Np(V/VI)O2Cl4 complexes: vibrational spectroscopy, redox behavior, and computational analysis

Dalton Trans., 2020, Advance Article
DOI: 10.1039/D0DT00848F, Paper
Mikaela M. Pyrch, Jennifer L. Bjorklund, James M. Williams, Daniel L. Parr IV, Sara E. Mason, Johna Leddy, Tori Z. Forbes
Crystallization of neptunyl(V) tetrachlorides over neptunyl(VI) species occurs simultaneously with charge assisted hydrogen bonding in our solid state materials, which we explored by DFT calculations, cyclic voltammograms, and Raman spectroscopy.
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Practitioner's guide to project-based vouchers: a successor to the Beginner's guide / Sarah Molseed and Julie S. McGovern

Rotch Library - KF5735.M654 2018




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Gender quotas in South America's big three: national and subnational impacts / Adriana Piatti-Crocker, Gregory D. Schmidt, and Clara Araujo

Dewey Library - KH136.W64 P53 2017




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Practical Guide to LTE-A, VoLTE and IoT: Paving the way towards 5G / by Ayman Elnashar, Mohamed El-Saidny

Online Resource




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Regulatory counter-terrorism: a critical appraisal of proactive global governance / Nathanael Tilahun Ali

Dewey Library - KZ7220.A9565 2018




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Understanding modern real estate transactions / Alex M. Johnson, Jr

Rotch Library - KF665.Z9 J638 2018




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Transactional intellectual property: from startups to public companies / Richard S. Gruner, professor of law, John Marshall Law School), Shubha Ghosh (Crandall Melvin Professor of Law, director, Technology Commercialization Law Program & Syracuse Inte

Dewey Library - KF2980.G78 2018




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US withholding tax: practical implications of QI and FATCA / Ross McGill

Online Resource




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Recommended contract practices for underground construction / edited by Sarah H. Wilson

Online Resource