PracticeMaster Q&A: Editing the Conflict of Interest Exclude List

June 2023    Tags: ,

We use the Conflict of Interest Search feature extensively, but we noticed some words are being excluded that need to be searchable. Is there a way to edit the list of excluded words?

PracticeMaster includes the option to add or remove words from the Exclude List.

To update the Conflict of Interest Exclude List

  1. In the PracticeMaster Quick Launch, search for and select “Search Settings.”
  2. Click the Exclude List tab.
  3. To remove a word from the list, simply highlight it and click the Delete Word button.
  4. To add a word to the list, click the Add Word button and enter the word you want to exclude from searching.
  5. When you are finished editing the list, click OK. You will be prompted to rebuild the search indexes.

Note: Your changes to the Exclude List will not take effect until the search indexes have been rebuilt.

Caution: Removing common words from the Exclude List can greatly expand the number of invalid results in a Conflict of Interest Search.

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