Using the Maintenance area
A graphical view of the Maintenance menu.
Address/Phone/Website/Email address
How to enter various contact methods
Set up Task Codes
How to Set up a Task Code
Client Supplier
Setup and maintenance information which will flow through Central and Practice Management.
Documents
Create and maintain a database of documents that relate to contacts or clients
Internal
Tailor the software to the way your practice is organised.
Security
Security model governed by the use of task permissions, used to control access to different types of document