PracticeMaster Q&A: Convert to Fee Increments

December 2022    Tags: PracticeMaster

For the new year, we are updating our billing to be a minimum of a quarter-hour. Can we configure the PracticeMaster Timer to round to these values?

When using the Convert to Fee option in PracticeMaster to create Fees from the PracticeMaster Timer (as well as Calendar, Document, and other Journal records), it uses the billing increment specified for the user.

To configure the Convert to Fee increment for Timer records

1. In the Quick Launch, search for and select “Convert to Fee Settings.”
2. On the Timer tab:
   1. In the Converting One Record to One Fee section, set the Minimum Time to Bill and Round the Duration up to the Nearest fields to the desired increment (e.g., “0.25”).
   2. In the Combining Multiple Records to One Fee section, set the Minimum Time to Bill and Round the Duration up to the Nearest fields to the desired increment (e.g., “0.25”).
3. Click OK.

Each user who will be using the Convert to Fee option must perform these steps. Users can set increments for Calendar and Document Management records, as well as Email, Note, Phone, Research, and Timer Journal records. Additionally, users can configure the default Tcode or Task Codes, Timekeeper, and Description for converted records.