Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page. Read More...
Do you have multiple AP checks and/or GL journal entries that need to be entered each month? Use recurring entries instead of manually entering them every time! Read More...
When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search. Read More...
Typos happen, and sometimes they happen on a larger scale. When you need to change text in multiple records at once, what can you do? Use PracticeMaster’s Find and Replace! Read More...
In Tabs3 Billing, PracticeMaster, and Tabs3 Connect, the Recap of Hours contains a graph that provides billable and non-billable hours and amounts at-a-glance, with the added ability to also see unprocessed time in PracticeMaster. Read More...
Did you know that you can reprint client statements whenever needed? Read More...
Are there additional notes that you want to add to statements for one or more clients? There are multiple areas in Tabs3 Billing to enter notes that can then be shown on statements for a single client, a group of clients, or all clients. Read More...
Creating virtual fields provides a way to easily access information included in a lookup file from any other file, such as the Client file, Contact file, etc., which can help minimize double entry in the software. Read More...
Hanson Baker Ludlow Drumheller P.S. had been processing credit card payments for fifteen years—but without a way to process cards online, they had to ask clients to mail or call in their payments. Read More...