Learn to set your Convert to Fee setting, and learn the intracacies of Tabs3/PM Sync

 

Join Paul and Mary Jo as they delve into the synchronization between Tabs3 and PracticeMaster, and the Convert to Fee settings.

Maybe you’ve seen the “Convert to Fee” item that appears on the QuickClicks Pane, and maybe you’ve even clicked on it, but if you didn’t have your “Convert to Fee Settings” set properly, you might have wondered why it was defaulting the way it was.

Paul unlocks the secrets of the Convert to Fee settings, and shows you how to set them up so that your converted fee entries start out with your preferred defaults in place.

Mary Jo explores the synchronization between Tabs3 and PracticeMaster, and explains how it is setup and what to do if it ever gets out of sync.

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