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Practice Management - Custom Training per half hour

Available Sessions for this Seminar:

, February 04, 2015
, February 17, 2015




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CCH Practice Management: Project Management

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




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CCH Practice Management - Time Entry

Available Sessions for this Seminar:

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




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CCH Practice Management: A/R Training

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




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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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Bird bonds : sex, mate-choice and cognition in Australian native birds / Gisela Kaplan

Kaplan, Gisela T., author




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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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Provides the latest information on all aspects of using temporary anchorage devices in clinical orthodontics, from diagnosis and treatment planning to appliances and applications 

Written by some of the world’s leading experts in orthodontics, Temporary Anchorage Devices in Clinical Orthodontics is a comprehensive, up-to-date reference that covers all aspects of temporary anchorage device (TAD) use in contemporary orthodontics. Taking a real-world



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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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Killing with prejudice: institutionalized racism in American capital punishment / R. J. Maratea

Dewey Library - KF9227.C2 M37 2019




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

Online Resource




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British justice, war crimes and human rights violations: the age of accountability / Susan L. Kemp

Online Resource




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The crime of aggression: the quest for justice in an age of drones, cyberattacks, insurgents, and autocrats / Noah Weisbord

Online Resource




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Beyond virtue and vice: rethinking human rights and criminal law / edited by Alice M. Miller and Mindy Jane Roseman

Dewey Library - K3240.B496 2019




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Transitional justice in comparative perspective: preconditions for success / Samar El-Masri, Tammy Lambert, Joanna R. Quinn, editors

Online Resource




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Notification concerning planned measures on shared watercourses: synergies between the Watercourses Convention and the World Bank policies and practice / Salman M.A. Salman

Dewey Library - K758.S25 2019




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International judicial practice on the environment: questions of legitimacy / edited by Christina Voigt, Universitetet of Oslo

Dewey Library - K3585.I582 2019




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Renewable energy: law, policy and practice / Troy A. Rule

Dewey Library - KF2120.R85 2018




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Climate change and the voiceless: protecting future generations, wildlife, and natural resources / Randall S. Abate, Monmouth University

Dewey Library - K3585.A23 2020




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Water politics: governance, justice, and the right to water / edited by Farhana Sultana and Alex Loftus

Dewey Library - K3260.W38 2020




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Reimagining administrative justice: human rights in small places / Margaret Doyle, Nick O'Brien

Dewey Library - K3400.D69 2020




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The UN Working Group on Arbitrary Detention: commentary and guide to practice / Jared Genser

Dewey Library - K3241.G46 2020




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Environmental law and economics: theory and practice / Michael G. Faure, Erasmus University Faculty of Law, Roy A. Partain, University of Aberdeen Faculty of Law

Dewey Library - K3585.F385 2019




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Equal justice: fair legal systems in an unfair world / Frederick Wilmot-Smith

Online Resource




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Murder on Shades Mountain: the legal lynching of Willie Peterson and the struggle for justice in Jim Crow Birmingham / Melanie S. Morrison

Hayden Library - KF224.P48 M677 2018




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City police get 23 hi-tech kiosks

They function on the lines of traffic monitoring and managing booths




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Police officer and wifein home quarantine

A police officer and his wife were asked to undergo home quarantine for two weeks after the officer met his daughter who had tested positive for COVID




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PIL plea seeks supply of coffee, tea to essential service personnel

The High Court of Karnataka on Friday ordered issue of notice to the State government on a PIL petition seeking directions to open a hotel in every w




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Career Opportunities at Intellectual Property Office (IPO): Intellectual Property Office

£Attractive: Intellectual Property Office
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British police call for perspective

Mark Roberts, the national lead for football policing, told Sky he was concerned about some of the comments he had heard regarding the conditions for restarting the league, which was suspended in mid-March due to the COVID-19 pandemic.




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Social justice: do Canadian school counsellors play a role

Social justice: do Canadian school counsellors play a role Skelton, Shelley; McBride, Dawn Lorraine It is our purpose to report the results of a nationwide survey of school counsellors regarding their current level of understanding of social justice, perceptions of marginalization in Canadian schools and different forms of advocacy within this profession. The role of school counsellors in Canada continues to evolve as school counselling becomes more professionalized. Advocating for marginalized student populations often falls under the unofficial responsibilities and ethical role of the school counsellor. This study found that the majority of school counsellors engage in a number of different forms of social justice. However, their conceptualizations of social justice and marginalization as well as their level of engagement in social justice vary considerably. The prevailing goal of school counsellors is “to have a positive impact on schools and communities” (Ockerman and Mason 2012, 7). One way to generate such an impact is through promoting social justice. However, no research has reported Canadian school counsellors’ descriptions of their roles and responsibilities with respect to social justice activities. To address this gap, we undertook a national survey to determine if and how school counsellors in Canada are involved in social justice issues. In this paper, we define social justice and describe the skills necessary to promote it, describe the survey methodology and results, and discuss the implications of this research. Permission to archive final published version granted by publisher.




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Financial markets in Hong Kong : law and practice / Douglas W Arner, Berry FC Hsu, Say H Goo, Syren Johnstone, Paul Lejot ; consulting editor, Maurice Kwok-Sang Tse

Arner, Douglas W., author




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Understanding criminal justice in Hong Kong / edited by Wing Hong Chui and T. Wing Lo




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Law, practice and procedure of arbitration / Datuk Professor Sundra Rajoo

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