Practice Management Help Guide
This section covers all the features within the Capium Practice Management module in detail, broken down into sections
Location: Practice Management module > Settings > Services > Add new Customer Service or select existing service Refer to the link Video Tuto...
Mon, 1 Nov, 2021 at 4:29 PM
Location: Practice Management module > Settings > Invoice Templates > Add Bank Refer to the link Help/Guide: Once in Invoice Templates, scro...
Tue, 6 Oct, 2020 at 5:28 PM
Location: Practice Management module > Workspace > Tasks There are two forms of Tasks in Practice Management; 1. Ad-Hoc Tasks 2. Deadlines ...
Fri, 22 Oct, 2021 at 2:18 PM
Location: Practice Management module > Practice > Team As an Accountant and Capium Account Owner you can view/edit/add/remove team members. Refer to...
Tue, 6 Oct, 2020 at 5:11 PM
Navigation: Practice Management > Settings > On-boarding Refer to the quick-link Click here to watch how to set up onboarding checklists Hel...
Fri, 2 Jul, 2021 at 11:50 AM
Location: Practice Management module > Settings > Services Refer to the link Help/Guide: • You can activate different types of services you are p...
Fri, 29 Nov, 2019 at 5:27 PM
Location: Practice Management module > Settings > Services > Assign Services Refer to the link Click here to watch how to assign Servi...
Fri, 16 Jul, 2021 at 3:34 PM
Location: Practice Management module > Workspace > Deadlines Help Guide Before adding a deadline, you must assign the relevant Service to your ...
Mon, 5 Oct, 2020 at 5:27 PM
Location: Practice Management module > Settings > Custom Fields Refer to the link Custom Fields are fields which can be applied to either the Cli...
Fri, 29 May, 2020 at 1:00 PM
Navigation: Practice Management > Workspace > Communication Please click here to watch a video on the communication tab Help/Guide There ...
Fri, 9 Feb, 2024 at 9:24 AM