Practice Management Help Guide
This section covers all the features within the Capium Practice Management module in detail, broken down into sections
Use the 'Authorising your agent (64-8)' form to tell HMRC that you give authorisation for someone to act on your behalf for individual or business t...
Fri, 6 May, 2022 at 5:20 PM
Product Showcase How to set up Calendar integration? STEP 1 Navigation: Practice Management >> Practice >> Calendar Alternativel...
Fri, 16 Dec, 2022 at 10:48 AM
PM Quick Adds Location: Practice Management module >> + Add (small icon on the top right-hand corner) >> Add content instantly. The inst...
Tue, 7 Mar, 2023 at 4:21 PM
Location: Practice Management module >> + Add (small icon on the top right-hand corner) >> Add content instantly. The instant adding option ...
Fri, 30 Sep, 2022 at 2:38 PM
To access the Invoice Templates you can click this link. Alternatively you can also follow the navigation as shown below. Click here for video Na...
Thu, 6 Apr, 2023 at 8:15 AM
Navigation: Practice Management >>> Workspace>>> Communication>>> Bulk email Help/Guide: This guide will show you how to use...
Tue, 7 Mar, 2023 at 4:21 PM
Navigation: Practice Management >>>Settings>>>Services Help/Guide: This guide will show you step by step how to set up the services y...
Thu, 9 Mar, 2023 at 12:58 PM
According to our SMS provider, they have recently changed their SMS policy. If you would like to send a SMS, with a new sender ID, you you must register...
Tue, 4 Apr, 2023 at 11:00 AM
Navigation: Practice Management > Settings > Services In Services section you can customise email workflow by selecting a service and following...
Mon, 12 Feb, 2024 at 4:02 PM