Using the Maintenance menu

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    The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.

    What you can do using the Maintenance menu

    You can configure the application to:

    • represent the structure of the practice

    • extend the functionality of the application

    • connect to other CCH applications

    Configuring the application is essential for:

    • providing the correct settings to enable employees to carry out work

    • keeping the application secure so that settings are not inadvertently changed

    • launching compliant applications

    The system administrator is responsible for configuring and maintaining the application so that:

    • recorded information is structured correctly and useful to the practice

    • linked applications launch and operate correctly.

    Configuring and maintaining the application takes place from the Main Menu>Maintenance and covers such areas as:

    All information created and maintained under the Maintenance menu has an impact on the operating system of the application. As a result, if there is any doubt as to what needs to be done, please contact a CCH Consultant.