PracticeMaster Q&A: Assigning Default Alarms to Calendar Codes

August 2023    Tags: Alarms, Calendar, PracticeMaster

Some people in our office tend to forget to assign alarms when creating calendar records in PracticeMaster. Is there a way to set a default alarm to certain types of calendar records?

Calendar codes let you specify multiple default values for calendar records, including a default alarm time. For example, you could have a calendar code for meetings with prospective clients that will display an alarm 30 minutes before the meeting. If you already use calendar codes, you can add an alarm time to any existing calendar codes that require alarms. You can also create new calendar codes for these calendar records.

To assign an alarm time to an existing calendar code

1. In the Quick Launch, search for and select “Calendar Code File.”
2. From the list of calendar codes, double-click the code you want to edit.
3. In the Alarm Time field, specify the default alarm time.
4. Press Ctrl+S to save the calendar code.
5. Click the List tab and repeat steps 2-4 for each calendar code you want to edit.

To create a new calendar code

1. In the Quick Launch, search for and select “Calendar Code File.”
2. Press Ctrl+N to start a new record, specify the new calendar code in the New Key field, and click OK.
3. Fill in the fields as needed. (Tip: Press F1 to view the help topic for the Calendar Code window.)
4. Press Ctrl+S to save the calendar code.
5. Click the List tab and repeat steps 2-4 for each calendar code you want to add.