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
Communication-How to send and schedule emails and SMS
Navigation: Practice Management > Workspace > Communication  Please click here to watch a video on the communication tab Help/Guide There ...
Tue, 24 Aug, 2021 at 3:00 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 Please click her for a video of the new AML checklist-July 2021 Help Guide ...
Thu, 5 Aug, 2021 at 3:15 PM
How to pin notes to a clients timeline in Practice Management
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
How to add an email signature in Conversations in Practice Management
 Navigation: Practice Management > Workspace > Conversations > Settings Click here to watch how to add and use an email signature  Click he...
Fri, 11 Jun, 2021 at 8:31 AM
Submissions Summary in Practice Management
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
Recording Time and Timesheets
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