Did you know that you can save reports generated from Tabs3 and PracticeMaster software as PDFs? Instead of maintaining folders and/or boxes of paper, store your Tabs3 and PracticeMaster reports digitally instead!
When printing your reports, there are two ways to save the file as a PDF:
Once you start saving your reports as PDFs, think about saving them as document management records in PracticeMaster. When saved to PracticeMaster, your reports become easily searchable. Worried about security? Assigning documents to a secure client will limit the information available to users. When running a conflict search, any hits belonging to a secure client will display “This is a secure record.”
Tip: Use the Send to PracticeMaster option while in Windows Explorer to automatically create document management records in PracticeMaster for multiple reports. For more information on the Send to PracticeMaster feature, see Knowledge Base Article R11571, “Document Management Frequently Asked Questions.”
Comments are closed.