Attributes System Maintenance Tutorial

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

Creating a new Attribute Category

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

2. Then go to Practice Management | Client Attributes

3. Click Add Category and enter a description and visible ID for the new attribute category and then click OK.

4. This attribute category is now available for attributes to created within it.

Creating a new attribute

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

2. Then go to Practice Management | Client Attributes

3. Highlight the specific Attribute Category the attribute will go under.

4. Click Add Attribute and enter a description and visible ID for the new attribute and then click OK.

5. This attribute is now available for all clients under the specified Attribute Category.  

For further information on assigning attributes to a client please see the Attributes Client Tab help screen.