Frequently Asked Questions

I have been using Practice Management and now need to log in as a different user but I am not being prompted for a login?

Practice Management is still open. You will need to close the start centre, which is open in the bottom right hand corner of your screen. Right-click on the PM icon in the system tray and select close to fully log out.

When I view a client I cannot see attributes, jobs, task or the notes tabs, why?

If you find that when viewing a client there are no attributes, jobs, tasks or notes tabs this is because PM is not loaded. Go to the Main Menu and log into Practice Management.

There are no profiles attached to my jobs, why?

If you find that your jobs do not have profiles assigned to them, it is because the standard job types in the system are not set up.

Why can I not create a task in Practice Management?

When using PM if you cannot create a task it is because the task privileges are not set up.

To resolve:

1. Enter system maintenance as MASTER.
2. Go to System | Browse Staff Members | Maintain Staff File
3. Highlight the staff member you wish to set up and click View.
4. Select the Allowed tab.
5. Scroll down the list of privileges until you reach the Task privileges.
6. Click on the red cross (it will change to a green tick) for the permissions you wish to set.
7. Click Save.

I would like to delete a task, but seem unable?

There are several constraints on deleting the task. The task itself must have the status `Not Started` and also you must be the owner of the task. To confirm the task owner view the task and the task owner will be on the top of the Task details.

How do I create, edit or delete a client attribute?

1. Log into System Maintenance as MASTER.
2. Go to Practice Management | Client Attributes
3. Use the New, Create or Edit options as required.

I wish to categorise my clients should I use Client Categories or Client Attributes?

Use attributes if the categorisation is a simple Yes or No e.g. do I send the Tax newsletter to the client. Use categories if there are more options e.g. 2005 Grade where clients are gold, silver or bronze.

There is a system maximum of 6 Client Categories and no limit to the amount of attributes.

I am using the Find Clients screens, outside of Practice Management, and cannot search by attribute.

PM is not loaded it needs to be running to search by attribute. Ensure that there is a PM icon in the system tray.

After I have marked all profiles within a client job, I want to mark the job as complete and how do I do this?

To mark the job as complete go to:

1. Client Lookup from the PM icon.
2. View the client in question and select the Jobs tab.
3. Highlight the job and click View.
4. Select Completed.

I have created a job against a client in error. Can I delete it?

Yes, go to:

1. Client Lookup from the PM icon.
2. View the client in question and select the Jobs tab.
3. Highlight the job and click View.
4. Click Delete.

If you then get the message:

Cannot Delete this record - Job recurrence has profile data stored against it.

You will then need to highlight the job and click Profile. In this screen you will then have to clear the columns Staff, Date and Notes, such that there are no entries against any of them. Once this has been completed you will then be able to View the job and delete.