Attributes Client tab tutorial

For further information please see the Quick Guide or Help page.

To link a client to an attribute:

  1. Log into Practice Management as MASTER and from the Pm icon right-click and select Client Lookup.

  2. Highlight and View or Select the appropriate client and select the Attributes tab.

  3. Left-click on the + sign next to the appropriate Attribute Category.

  4. Left-click in the box to the left of the Attribute to either select or de-select the option.

  5. Click Save.

For further information on creating new attributes please see the Attributes System Maintenance help page.