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

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Singh, Gurcharan, 1945- author

Seigneur, Christian, 1952- author

Hawkins, Dawn May, author

Mittelbach, Gary George, author

Gupta, P. K. (Pawan K.), 1943- author

Lesk, Arthur M., author

Van Wyk, Ben-Erik, author

Lenoir, Timothy, 1948- author

Roe, Shirley A., 1949- author

Haslam, Stephanie

Nattrass, Ric

Henderson, M. H. (Margaret Helen), author

Parco, Socorro Z., author

Wilson, Brenda A., author

Kaplan, Gisela T., author

Setchell, Joanna M., 1973- author

Clarke, Ian, 1950- author, illustrator, photographer

Hickman, Cleveland P., Jr., author

Bowman, William D., author

Willey, Joanne M

Hill, Richard W., author

Carwardine, Mark, author

Plotkin, Mark J., author

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