Quick Tip: Filtering Inactive Clients

August 2017    Tags: Clients, Filters, Inactive, PracticeMaster, Tabs3 Billing

If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients.

Tabs3 Billing

In Tabs3 Billing, you can include or exclude inactive clients from the Client Lookup window, reports, and statements.

• Client Lookup window – Select or clear the Show Inactive check box in the lookup window.
• Reports and Statements – On the Client tab of reports and statements, select a Status of Specific, and then click the Select Status button. Select Active or Inactive.

PracticeMaster

In PracticeMaster, you can include or exclude inactive clients from the List tab of any file, the Client Lookup window, the Client Inactivity Report, and Report Writer Reports.

• List tab and lookup windows:
  • Client file and Client Lookup windows – To show only active clients, click Active Only in the Client List section of the Quick Clicks pane. To show only inactive clients, you can add a filter using an expression of “Inactive = 1”.
  • All other files – Filters to show only active or inactive clients can be added to any file that includes the Client ID field. To show only records with active clients, you can add a filter using an expression of “Client_ID:Inactive = 0”. To show only inactive clients, you can add a filter using an expression of “Client_ID:Inactive = 1”.
• Reports:
  • Client Inactivity Report – On the Client tab of the Client Inactivity Report, select a Status of Specific, and then click the Select Status button. Select Active or Inactive.
  • Report Writer Reports – An expression can be added to the Filter tab of any Report Writer Report. To show only records with active clients, you can add a filter using an expression of “Client_ID:Inactive = 0”. To show only inactive clients, you can add a filter using an expression of “Client_ID:Inactive = 1”.