Learn how to Print Labels and Manage Holidays in PracticeMaster

Coming Soon – Currently in Post Production

Join Paul and Mary Jo as they delve into printing labels and holiday management in PracticeMaster.

Did you ever wonder how the standard holidays get into PracticeMaster? Did you ever want to add some holidays of your own? Mary Jo shows us not only where they are, but also how to edit and add to them.

Paul reveals a secret that makes it easy to print labels using PracticeMaster and Word, whether it’s one label or hundreds.

Learn how to set Convert to Fee Defaults and how to use the Daily Report in PracticeMaster

Join Paul and Mary Jo as they tackle Convert to Fee Defaults and the Daily Report.

Don’t you wish there was some report in PracticeMaster that would tell you everything you need to know to get through today? Mary Jo shows us the Daily Report and talk about all the things it can show you.

Paul delves into the Convert to Fee settings and how to make sure that each user defaults to the right thing for each of the possible convert scenarios.

Learn how to play using sample data in PracticeMaster and how to handle DFIC’s and Search Reindexing

Join Paul and Mary Jo as they explore how to use sample data in PracticeMaster, along with what to do with Data File Integrity Checks and Search Reindexing.

Have you ever wondered what a DFIC is (other than knowing that it means Data File Integrity Check), or do you puzzle over how to re-build the conflict search indexes and why? Mary Jo sheds light on all of these mysteries so that you will have a better and deeper understanding.

Paul takes a look at how to use sample data as a staging ground for anything that you want to test, without jeopardizing your live system.

Learn how to restrict fields and enlarge fonts in PracticeMaster

Join Paul and Mary Jo as they delve into two new features in Version 19: restricted fields and font settings.

Have you ever wished you had more control over the font size or type in PracticeMaster? Well now you do! In version 19, they’ve introduced complete control over which font and what size you set for the PracticeMaster screens. Mary Jo shows us how to take advantage of this new functionality.

Paul looks at the new feature that allows you to restrict who has the ability to change certain fields in each file.

Learn about enhanced Outlook plugin functionality and the new (V19) dashboard in PracticeMaster

Join Paul and Mary Jo as they tackle Outlook plugin enhancements and the new dashboard in PracticeMaster.

One of our favorite enhancements to PracticeMaster is the dashboard, with quick access to your calendar, recap of hours and tasklist. Mary Jo takes you on a guided tour of all the new “stuff”.

Paul demonstrates the new enhanced Outlook toolbar integration which now allows bulk journaling of emails and one touch attachment of PracticeMaster documents.

See the new look and feel of PracticeMaster Version 19

Join Paul and Mary Jo as they explore the new look and feel of PracticeMaster that was introduced in version 19.

One of the first things you’ll notice when you go into version 19 is the way it looks. And beyond the pretty face, you’ll notice that the way you find things and navigate the program has changed as well.

Join Paul and Mary Jo as they take a deep dive into all that is new in the look, feel, and navigation in version 19.

Learn what’s coming in Version 19 of PracticeMaster

Join Paul and Mary Jo as they delve into everything that’s coming in Version 19.

Version 19 has been in a pre-release state for several months now, and it’s arrival is imminent, so we thought we would devote all of this month’s VUG to a birds eye view of everything that’s new.

Mary Jo and Paul trade off as they work their way through the “What’s New” list for version 19, giving everyone a top level briefing on what to expect.

Learn about Internal Backups and Understand the different file types in PracticeMaster

Join Paul and Mary Jo as they tackle internal backups and file structures.

Have you ever wondered just what gets backed up when you do the backups that are built into PracticeMaster? Can you skip them? Mary Jo explores that backup mechanism and explains what is actually backed up and when.

Paul explains the different file types in PracticeMaster and how they get attached to matters or specific Areas of Practice.

Learn how to copy records to another client and learn the proper way to to install PracticeMaster

Join Paul and Mary Jo on as they explore the Batch Replicate function and the proper way to install PracticeMaster on a workstation.

Imagine you have a set of records (medical providers, for instance) that needs to be replicated from one matter to another, and you don’t want to have to do them one by one? Mary Jo demonstrates the Batch Replicate function and explain when you can use it (and when you can’t).

Paul reviews the steps that you should follow to properly install PracticeMaster on a local workstation.

Learn how to tame your Alarms in PracticeMaster, and how to tell who did what with the Support Log

Join Paul and Mary Jo as they explore Alarms and the Support Log.

Have you ever wondered if you can tell who renumbered a client, or who renamed a contact? PracticeMaster stores that information on these functions and a number of others. Mary Jo takes a look at the “support log” and how you can use it to tell who did what.

Paul (the king of alarms) talks about how to manage, snooze, postpone and control the alarms that you can set in PracticeMaster.