PracticeMaster Quick Guides

Last reviewed: 03/28/2011
Article ID: R11130

The information in this article applies to:

PracticeMaster Version 16, 15, 14.3

Summary

This article includes links to Quick Guides that have been written for various PracticeMaster features. Quick Guides are short graphic-laden documents that introduce features by focusing on what you need to know to get started. These guides provide a convenient alternative for users who need a quick refreshing look at the PracticeMaster main features, or to start using the software right away with minimal instruction or training. They are ideal for users as an introduction to the most commonly used features in PracticeMaster.

Quick Guides are provided in PDF format.

Quick Guides Available

The following table includes a list of the Quick Guides that are currently available.

PracticeMaster Quick Guides

Quick Clicks Pane

6 pages

This Quick Guide provides you with the information you need to make use of the features and filters in the Quick Clicks pane for PracticeMaster files. Learn about the different sections in Quick Clicks. Learn how to navigate and organize the information displayed the List tab of PracticeMaster files.

Contacts

6 pages

This Quick Guide introduces PracticeMaster's contacts, discussing ways in which you can use PracticeMaster to track contact information. It covers adding contacts, creating clients based on contacts, searching for contacts, linking contacts to clients, and working with Contact Categories. This guide also briefly introduces customization, Outlook integration, and using contacts with Document Assembly and Report Writer.

Timer Window

5 pages

This Quick Guide discusses the most common aspects of PracticeMaster's Timer window, introducing you to ways in which the Timer window will increase your daily productivity. Topics covered include using timer tasks to track your time, using the Visual Timer Display to review your time, and processing timer records so that you may bill your time.

Fee Entry

6 pages

This Quick Guide provides you with the information you need to enter fees in PracticeMaster. Basic field information is presented, and for those who want more information, an advanced field section is available. This Quick Guide also presents the different methods that can be used to start a fee entry and shows how to easily convert calendar records and journal records to fees.

Calendar

8 pages

This Quick Guide shows how to enter calendar entries and how to use PracticeMaster's powerful calendar features. Like the Fee Entry Quick Guide, basic field information is presented, and for those who want more information, an advanced field section is available. The different ways to view the calendar are shown and the differences between tasks and events is explained. This Quick Guide introduces scheduling methods, calendar conflicts, how to edit calendar entries, and how to convert calendar records to fees for billing purposes. It briefly touches on properties and some of the customization capabilities available.

Journaling

4 pages

This Quick Guide provides you with an introduction to the Journal file and the various types of journal records. It discusses common uses of the Journal file and how to access the journal records. A simple introduction to filtering, sorting and expressions is also provided, allowing you to unleash the powerful journaling capabilities available in PracticeMaster.

Outlook E-mail Plug-in

2 pages

This Quick Guide introduces the Outlook Plug-in, the perfect tool for PracticeMaster users that depend on Outlook e-mail. This document helps you identify whether the Outlook Plug-in has been installed and if not, shows you how to quickly install it. It shows you how easy it is to associate Inbox e-mails and new e-mails with your PracticeMaster clients and contacts. It also introduces the PM Calendar, PM Journal, PM Fee, and Linking buttons that allow you to create as many Calendar, Journal and Fee records as you want.

Accessing the Quick Guides

The Quick Guides are installed along with the other manuals when you install the software from a CD. You can access the Quick Guides using the following methods.

Quick Guide Locations

PracticeMaster Help

Quick Guide PDF files can be accessed by clicking the button in PracticeMaster Help. This button is shown at the top of any Help topic that has an associated Quick Guide.

References

KB Article R11467 - Quick Start Guides for Tabs3 & PracticeMaster
KB Article R11194 - Help Resources

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PracticeMaster Quick Guides
Quick Clicks Pane	6 pages	This Quick Guide provides you with the information you need to make use of the features and filters in the Quick Clicks pane for PracticeMaster files. Learn about the different sections in Quick Clicks. Learn how to navigate and organize the information displayed the List tab of PracticeMaster files.
Contacts	6 pages	This Quick Guide introduces PracticeMaster's contacts, discussing ways in which you can use PracticeMaster to track contact information. It covers adding contacts, creating clients based on contacts, searching for contacts, linking contacts to clients, and working with Contact Categories. This guide also briefly introduces customization, Outlook integration, and using contacts with Document Assembly and Report Writer.
Timer Window	5 pages	This Quick Guide discusses the most common aspects of PracticeMaster's Timer window, introducing you to ways in which the Timer window will increase your daily productivity. Topics covered include using timer tasks to track your time, using the Visual Timer Display to review your time, and processing timer records so that you may bill your time.
Fee Entry	6 pages	This Quick Guide provides you with the information you need to enter fees in PracticeMaster. Basic field information is presented, and for those who want more information, an advanced field section is available. This Quick Guide also presents the different methods that can be used to start a fee entry and shows how to easily convert calendar records and journal records to fees.
Calendar	8 pages	This Quick Guide shows how to enter calendar entries and how to use PracticeMaster's powerful calendar features. Like the Fee Entry Quick Guide, basic field information is presented, and for those who want more information, an advanced field section is available. The different ways to view the calendar are shown and the differences between tasks and events is explained. This Quick Guide introduces scheduling methods, calendar conflicts, how to edit calendar entries, and how to convert calendar records to fees for billing purposes. It briefly touches on properties and some of the customization capabilities available.
Journaling	4 pages	This Quick Guide provides you with an introduction to the Journal file and the various types of journal records. It discusses common uses of the Journal file and how to access the journal records. A simple introduction to filtering, sorting and expressions is also provided, allowing you to unleash the powerful journaling capabilities available in PracticeMaster.
Outlook E-mail Plug-in	2 pages	This Quick Guide introduces the Outlook Plug-in, the perfect tool for PracticeMaster users that depend on Outlook e-mail. This document helps you identify whether the Outlook Plug-in has been installed and if not, shows you how to quickly install it. It shows you how easy it is to associate Inbox e-mails and new e-mails with your PracticeMaster clients and contacts. It also introduces the PM Calendar, PM Journal, PM Fee, and Linking buttons that allow you to create as many Calendar, Journal and Fee records as you want.

Quick Guide Locations
PracticeMaster Help	Quick Guide PDF files can be accessed by clicking the button in PracticeMaster Help. This button is shown at the top of any Help topic that has an associated Quick Guide.