Practice Management Help Guide

This section covers all the features within the Capium Practice Management module in detail, broken down into sections

How to delete Deadlines in Practice Management
Location: Practice Management module > Workspace > Deadlines Refer to the link Help/Guide:  Once in Deadlines, click the delete button on the de...
Tue, 6 Oct, 2020 at 5:01 PM
How to setup and delete Deadline Email Reminders
Location: Practice Management module > Settings > Services > Add new Customer Service or select existing service Refer to the link Please clic...
Mon, 12 Jul, 2021 at 12:27 PM
How to add Bank details to Invoices in Practice Management
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
Practice Management - Set Up Tasks
Location: Practice Management module > Workspace > Tasks  There are two forms of Tasks in Practice Management;  1. Ad-Hoc Tasks 2. Deadlines ...
Tue, 16 Feb, 2021 at 12:51 PM
How to add team members
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
Client On-Boarding Checklist
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
How to edit a client
Location: Practice Management module > Workspace > Clients > Click on a Client > Edit Refer to the link Help/Guide: You can edit Client co...
Mon, 5 Oct, 2020 at 4:49 PM
Add a custom service
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
Assign Services to Clients
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
Add deadlines
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