Job Profile Maintenance Add Tutorial

For further information please see the Job Profile Maintenance Add Quick Guide or Help Screen. Alternatively please see the Job Profile Maintenance Tutorial screen.

  1. Log into Practice Management as MASTER.

  2. Open System Maintenance.

  3. Go to Practice Management | Job Types/Profiles

  4. Highlight the Job and click Profiles.

  5. Click Add.

  6. Enter a description of the new stage.

  7. Also, if applicable, enter details regarding the automatic completion, due date and based on.

  8. Click OK.

  9. Highlight the stage and use the up/down arrows to move the stage to the correct point in the profile.

  10. Click Save.