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Q&A: PracticeMaster


I accidentally closed the Home tab. Is there any way to bring it back up?   Read More...


We created a custom field in the Client file, but it isn’t included in the Conflict of Interest Search. Is there any way to include this new field?   Read More...


Is there any place in the software where I can see both my calendar and hours worked at the same time?   Read More...


Several years ago we created a custom Alpha field in the PracticeMaster Client file to hold claim numbers for our clients. Recently, these claim numbers have increased an extra character and they can no longer fit into the field. Is there anything we can do to increase the number of characters allowed for this field?   Read More...


We have created several custom reports in Report Writer. However, we noticed a report that pulls information from the Client file prompts for a Client ID range by default. Is there a way to prompt for a different range instead?   Read More...


At our office, our User IDs are based on our first initial and last name. Someone at our office recently got married and wants their User ID updated accordingly. However, we mistakenly created a new User ID with their new name instead of changing the existing one. As a result, they have Calendar entries in PracticeMaster belonging to both versions of their name. Is there a way to merge those?   Read More...


One of our clients wants certain words in their fee and cost descriptions to be in all caps. I always run the spell checker before saving my entries, but it appears as though it is ignoring anything entered in caps. How can I ensure that all-caps words are being spell checked?   Read More...


I was checking my worked hours for November in PracticeMaster and the numbers seemed really low. I looked in Tabs3 and there were a lot more hours there. Why doesn’t my Recap of Hours graph match Tabs3?   Read More...


PracticeMaster Q&A: Setting Quick Alarms

February 2019    Tags: ,
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I like using the alarms feature in the PracticeMaster Calendar. However, sometimes there are smaller same day events that I want to create alarms for but I don’t want to create a calendar record for it. Is there a way to create an alarm without creating a calendar record?   Read More...


I love seeing the Recap of Hours on the new PracticeMaster dashboard, but is there any way to print the Recap of Hours?   Read More...


I have a Calendar Plan Template set up that I use quite often. One of the Calendar entries requires the Location field be filled in, but not always with the same value. Since the rest of the entry is already prepared, is there an easy way to fill in a manual value other than having to stop the process?   Read More...


We created a custom report in Report Writer and want to draw more attention to a specific field when the report is run. Is there any way to make this field bold?   Read More...


We frequently use the Alarm setting on our Calendar entries. If I have a task in the Calendar that is to be attended by two other colleagues, and one of us clears the alarm, does that also clear the alarm for the other users?   Read More...


We use a lot of custom forms and we just hit the limit for the number of fields we can add to the Client file. Is there any way to increase this limit?   Read More...


Is it possible to have alarms turned on by default for certain calendar records?   Read More...


Each month, we send marketing emails and mailers to groups of people. We have multiple reports we run to get the mailing lists. Is there a way to group those together easily so we don’t have to look through all the reports in the Report Writer window each month?   Read More...


We journal emails to PracticeMaster from Outlook all the time. Is there a way to journal multiple emails at the same time?   Read More...