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Q&A: PracticeMaster


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...


I view the Daily Calendar for a group of users, and when multiple members are part of the same event, it displays a separate record for each user. Is there a way to show only one instance of the record?   Read More...


We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?   Read More...


I am often added to calendar records created by others in the office. However, it can take a while for these records to be shown on my calendar. Why is this?   Read More...


We need to charge the same cost to multiple matters with the same description and amount.  Is there a way to enter the cost one time and then just copy it to another matter?   Read More...


I created a Report Writer report for a specific attorney that provides a list of the active clients for which they are the Primary Timekeeper. Other attorneys would also like to use this report, but I don't want to have to edit the report each time a different attorney wants to run it. Is there any way to have the report prompt for the timekeeper number and generate results based on that?   Read More...


When sending emails to my clients, I used to get prompted for the details of the journal record in PracticeMaster. However, I am no longer prompted, and my emails are not being journaled. How do I turn that back on?   Read More...


Whenever we reschedule calendar events, we open the record and change the date and time. Is there a quicker way to do this?   Read More...


When I start the document assembly process for a Workers’ Compensation client, file explorer opens the Personal Injury Area of Practice template folder. Can I change this so that it automatically opens to the Workers’ Compensation folder instead?   Read More...


We have a new attorney starting that has their clients’ recent fee data in a spreadsheet. Is there any way to import this information, or do they need to enter it in manually?   Read More...