Practice Management Help Guide

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

How to view Reports in Practice Management
Navigation: Practice Management > Reports Refer to the link Help/Guide Head to the Reports section using the navigation above. Once there, you will...
Mon, 5 Oct, 2020 at 4:59 PM
Global Custom Fields
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
How to Schedule Emails to be sent from Practice Management
Navigation: Practice Management > Workspace > Communication > Schedule E-mail Click here to watch how to Schedule Emails from Practice Manageme...
Wed, 3 Jun, 2020 at 4:26 PM
Set up/Configure Invoice Templates
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
AML/Risk Assessment Checklist
Navigation: Practice Management > Settings > AML Quick access link Help Guide The built-in AML checklist is a feature designed to properly asses...
Mon, 2 Nov, 2020 at 4:58 PM