CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings


2020 Year-End Update and Productivity Training: Strategic Planning with Practice CS

Level: Basic

In this course we will take the information from Practice CS Staff Management, Project Management and Reporting and translate it to powerful data. This data will be utilized in an Excel spreadsheet, which will be provided to participants, to help make strategic decisions regarding staffing and project revenue.

No advance preparation is needed for this class. A high-speed Internet connection is required. Target Audience: Management & Administrative Staff

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Course Objectives:

  • Understand how to set up and use the Practice CS modules for Capacity Planning
  • Learn how to use the provided custom Practice CS report along with Setup to pull revenue projection numbers
  • Be better equipped to answer the question, “Do we have enough staff; too much or too little?” and determine a course of action

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