View / Print Full Newsletter

Q&A: PracticeMaster


When I open the Daily Calendar, I want to see my incomplete tasks or event reminders. Is this possible?   Read More...


We have a client that we have been working with for a long time. He has another matter for us, but his Client ID has maxed out at 402.99. Is there any way for me to extend the decimal side of his Client ID so we don’t have to create a new client number for this client?   Read More...


When running the PracticeMaster Conflict of Interest Search, sometimes I get a hit on a fee or cost, but it displays “This is a secure record” instead of the results. I checked one of the transactions, and the associated client is not a secure client. Why is this happening?   Read More...


In the Client file, is there any way to have a tab for just journaled emails?   Read More...


I have created a non-column report through PracticeMaster’s Report Writer for Birthdays that shows the client name and address in standard format as well as their date of birth to the right. However, for addresses that don’t have a second address line, there is a gap on my report. Is there a way for it to not print the space if there is nothing in Address Line 2?   Read More...


I use the Document Search function in PracticeMaster to look for desired content within our saved documents. But I don’t always find what I want, due to misspellings or words having different usages than I was expecting. Is there anything I can do to make my searches more complete?   Read More...


We only have a few generic document types that my predecessor set up. How can I add more document types of my own so that I can better organize records?   Read More...


Once I have started printing reports, how can I cancel the print job if I need to?   Read More...


We want some of our calendar codes to have a specific alarm time set. Is this possible?   Read More...


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: ,
No comments

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...