The information in this article applies to:
PracticeMaster has the ability to integrate with Palm OSŪ compatible handhelds. The type of integration varies depending on the program used to work with the handheld. The available types of integration are as follows:
Note: The PracticeMaster Palm Conduit is the newest technology and is the preferred method of integration used by the vast majority of firms. The PracticeMaster Palm Application was available as a solution for firms who used that integration before the PracticeMaster Palm Conduits were implemented, however the PracticeMaster Palm Application has been sunset, and is no longer available for purchase.
The Tabs3 Palm Application is an optional product, which allows Tabs3 data to be synchronized to an application on the handheld device, similar to the PracticeMaster Palm Application. If you are interested in the Tabs3 Palm Application, contact your reseller or call our Sales Department at (402) 423-1440.
The following table compares the Handheld integration methods including the extent of integration, benefits, disadvantages, required software and pricing.
PracticeMaster Handheld Integration |
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Information passed to the Handheld |
Palm Conduit 1-way |
Palm Conduit 2-way |
PM Palm App 2-way |
|---|---|---|---|
| Client information |  |
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| Related Party information | |
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| Calendar records | |
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| Timekeeper information Calendar Code information Category information |
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Information passed back from the Handheld |
Palm Conduit 1-way |
Palm Conduit 2-way |
PM Palm App 2-way |
| Calendar records - additions & changes | |
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| Related Party - additions | |
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| Calendar records - deletions | |
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| Related Party - changes | |
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| Client information - changes | |
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Functions on the Handheld |
Palm Conduit 1-way |
Palm Conduit 2-way |
PM Palm App 2-way |
| View Client information | |
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| Change Client information | |
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| View Related Party information | |
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| Add Related Parties | |
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| Change Related Parties | |
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| Perform a Contact Search by name | |
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| View Calendar information | |
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| View a monthly calendar | |
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| View a daily or weekly calendar | |
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| Add Calendar records for your PracticeMaster User ID | |
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| Change Calendar records for your PracticeMaster User ID | |
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| Delete Calendar records for your PracticeMaster User ID | |
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| View Calendar records assigned to a specific client or all clients for any user | |
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| View Calendar records for specific user(s) or all users | |
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| Add, change, & delete Calendar records for all PracticeMaster Users | |
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| Uses the familiar built-in programs on the Palm, does not require additional software on the handheld | |
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| One-touch HotSyncing, no extra steps needed | |
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| HotSyncing updated information to the Palm requires you to run a program in PracticeMaster | |
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| Use a Query Wizard for simple, sophisticated filtering of information to be synchronized to the Palm | |
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| Synchronize more than one handheld with the same PC | |
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| Use any Palm Desktop user name with any PracticeMaster User ID | |
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| Only PracticeMaster records on the Palm are overwritten when synced | |
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| Synchronization conflicts can be configured to automatically use the Palm value, the PracticeMaster value, or make a copy of both records | |
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| Synchronization conflicts are resolved by using the PracticeMaster changes to overwrite the Palm changes | |
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| Perform a Contact Search by Contact or by Related Party Key | |
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| Unlimited Calendar Codes | |
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| View Timekeeper, Calendar Code, & Category information | |
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| Assign a client & related party to a calendar record by selecting the client or related party from a list | |
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| Sort clients by Client ID order or Client Name order | |
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| View the Primary Timekeeper and Category assigned to a client | |
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| View clients & related parties separately | |
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| Store PracticeMaster information completely separate from personal Palm information | |
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| Palm Desktop user name must be 8 characters and must match the PracticeMaster User ID | |
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Required Software |
Palm Conduit 1-way |
Palm Conduit 2-way |
PM Palm App 2-way |
| PracticeMaster Version 12 | |
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| PracticeMaster Version 12, 11 or 10.7 | |
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| PracticeMaster Version 12, 11 or 10 | |
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| Palm Desktop Version 4.0.1 or later with the HotSyncŪ Manager | |
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| Palm Desktop Version 4.0 or later with the HotSyncŪ Manager | |
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| Compatible with Palm OSŪ software Version 5 | |
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Cost |
Palm Conduit 1-way |
Palm Conduit 2-way |
PM Palm App 2-way |
| Included with PracticeMaster | |
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|
Tabs3 Handheld Integration |
|
|---|---|
|
Integration |
Tabs3 Palm App |
| 2-way | |
|
Information passed to the Handheld |
Tabs3 Palm App |
| Client information | |
| Tcode information | |
| Timekeeper information | |
| Category information | |
| Task Code information | |
|
Information passed back from the Handheld |
Tabs3 Palm App |
| Fee transactions | |
| Cost transactions | |
|
Functions on the Handheld |
Tabs3 Palm App |
| Add Fee transactions | |
| Add Cost transactions | |
| Specify a Tcode when entering transactions | |
| Specify a Task Code when entering transactions | |
| Use Timer to track billable time | |
| Specify a Timekeeper when entering a Fee | |
| View Client information (i.e., work description, category, etc.) | |
| View Timekeeper information | |
| View Category information | |
| View Tcode information | |
| View Task Code information | |
|
Required Software |
Tabs3 Palm App |
| Requires Tabs3 Version 12, 11 or 10 | |
| Tabs3 Palm App Program (installed on the Palm) & Tabs3 Palm Sync Program | |
| Palm Desktop Version 4.0 or later with the HotSyncŪ Manager | |
| Compatible with Palm OSŪ software Version 5 (Note: Requires Tabs3 Version 11.2 with a release date of June 3, 2004 or later.) | |
| Tabs3 Version 9 or later | |
| Tabs3 Handheld Integration Program & DTE InHand from Advanced Productivity Software | |
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Cost |
Tabs3 Palm App |
| Price varies according to the Tabs3 timekeeper level. However, the software can then be installed on any number of handheld devices. Prices range from $75 for a 2 or 5 timekeeper system to $1,000 for a 999 timekeeper system. | |
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