Practice Management Help Guide
This section covers all the features within the Capium Practice Management module in detail, broken down into sections
Navigation: Practice Management > Settings > Invoice Templates Quick access link Help/Guide This guide with the step-by-step process on setting ...
Mon, 2 Nov, 2020 at 4:40 PM
Navigation: Practice Management > Settings > AML Quick access link Please click her for a video of the new AML checklist-July 2021 Help Guide ...
Thu, 5 Aug, 2021 at 3:15 PM
Click here to watch how to pin notes to a clients timeline My Admin Navigation: Practice Management >> Workspace >> Clients>>click on ...
Wed, 21 Apr, 2021 at 2:36 PM
Navigation: Practice Management > Workspace > Conversations > Settings Click here to watch how to add and use an email signature Click he...
Tue, 1 Jul, 2025 at 4:20 PM
Navigation: Practice Management > Dashboard> Submissions Please click here to watch a video on the submissions summary Help/Guide: Now whe...
Tue, 10 Aug, 2021 at 2:12 PM
Navigation - Practice Management >> Practice >> Record Time Please click here to watch how to record time and cr...
Thu, 22 Jul, 2021 at 5:12 PM
Navigation: Practice Management > Workspace > Clients > Select Client > Timeline > Activity Watch how to customise your client's time...
Tue, 21 Sep, 2021 at 9:01 AM
Navigation: Practice Management > Reports Refer to the link Video Tutorial: Click here to watch how to view reports in Practice Management H...
Thu, 14 Oct, 2021 at 5:12 PM
Location: Practice Management > Select client > Client workspace > Documents Video Tutorials: How to create a client user ...
Wed, 25 May, 2022 at 2:48 PM
Please Note - When deleting any data, please consider downloading any relevant reports, ledgers as necessary. Data can't be retrieved once deleted. ...
Wed, 27 Apr, 2022 at 11:37 PM