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Q&A: PracticeMaster


We had one of our clients go missing in the system and want to look into a backup from before they were deleted. How can we identify when a client was deleted?   Read More...


We want to start sending out birthday cards to clients that have upcoming birthdays. Is there an easy way to see which clients have birthdays next month so we can start to prepare cards for them?   Read More...


I need to track additional time on a timer record that has already been processed. How can I accomplish this?   Read More...


PracticeMaster Q&A: Missing Task List

December 2020    Tags: ,
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When I open the Weekly Calendar in PracticeMaster, all I see is the Event Calendar. Where did my tasks go?   Read More...


We have an email that was saved in PracticeMaster but then deleted from Outlook. We are unable to recover the actual email, but we do need to respond. Is there a way to reply from the record in PracticeMaster?   Read More...


I want to track which contacts should receive gifts and/or cards. Is there an easy way to do this?   Read More...


A coworker has additional tabs in the Contact file that show them the calendar records for that contact and which clients the contact is associated with. How can I add those tabs to my view of the Contact file?   Read More...


I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don't have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?   Read More...


My coworker showed me how she can “resize” calendar records in the Daily Calendar to make them longer or shorter. However, I am not able to do the same thing on my computer. Why is this?   Read More...


I added a new employee to a group in System Configuration. New records I add for the group include her, but she is not included in the existing calendar records for that group. Is there an easy way to add her to existing records?   Read More...


We want to create a new field in our Client file for a referral source. We want the field to use a drop-down list and to be limited to the options on this drop-down list. Is there a way to accomplish this?   Read More...