Improving Productivity with Practice CS
Level: Intermediate
Think beyond Practice CS as just a time and billing program. This lecture style class will help you take full advantage of the powerful and customizable practice management system features in Practice CS to increase your firm's productivity. You'll learn tips and tricks to use Practice CS to its fullest potential. Prerequisites: Some Practice CS knowledge required. No preparation is required prior to this class. This course requires a high-speed Internet connection. Target Audience: Management & Administrative Staff.
Course Objectives:
- Arrange the dashboard layouts for your firm
- Identify tools in billing to improve billing efficiency
- Operate time entry with minimal input
- Use the edit multiple feature to improve speed of maintenance within Practice CS
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Using information in the:
- Firm Dashboard
- Staff Dashboard
- Client Dashboard
- Using Shared Calendars
- On screen Billing aids
- Zero- date entry time entry; solutions and timers
- Efficient Project Management updating and maintenance
- New features and enhancements for Practice CS