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Practice Manager only

Master Paragraphs are used in billing to add pre-defined text to a bill. The Master Paragraphs window is used to view and select the master paragraphs available for use when you are raising a bill for a client. The Master Paragraphs window is accessed from Bill Paragraphs window > Paragraphs.

Expand the types by clicking Image Removed to view the paragraphs below.

 

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To add new master paragraphs using the Maintenance menu you need superuser access rights in the system. See your system administrator if you require this access.

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titleTo add a new Master Paragraph

Perform the following steps in PM.

  1. Follow the menu path: Maintenance > Maintenance Map > Documents > Master Paragraphs. The Master Paragraphs window appears.
  2. To add a new paragraph, type in the new Paragraph Name in the blank line field and press Enter. The new paragraph is created.
  3. Locate the new paragraph created in the list (located at the end of the list) and highlight the new paragraph. The new paragraph is highlighted.
  4. Enter (or copy) the master paragraph text into the blank text area at the end of the screen. Master paragraph text is entered.
  5. Highlight the text entered and select the practice default font.  For example Arial 10. The practice default font is updated.
  6. Click OK.

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    If you have copied text from another program, for example Word and the text contains an apostrophe, you must delete and re key the apostrophe. To do this backspace it out and re-enter it. If this is not done it may not be possible to add the paragraph to a bill in stage 3 of billing.
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titleTo edit a Master Paragraph

Perform the following steps in PM.

  1. Follow the menu path: Maintenance > Maintenance Map > Documents > Master Paragraphs. The Master Paragraphs window appears.
  2. Locate and highlight the paragraph you wish to edit. The Paragraph is selected.
  3. Edit the text in the text area at the end of the screen.

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    Ensure that the paragraph is using the correct practice default font. To update the text font, highlight the text and select the relevant font and font size.


  4. Click OK. The Master Paragraph is updated.
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titleAccessing Master Paragraphs during billing process

In Stage Three (3) of the Billing Wizard, once you click the Paragraphs button, you can:

  • drag and drop a single master paragraph onto the page. The paragraph will be added as a new paragraph.

  • make multiple selections by holding down [Ctrl] while clicking the required paragraphs. Each selected paragraph is added as a new paragraph.

  • add the content of one or more master paragraphs to an existing paragraph in the draft bill text (without overwriting) by holding [Shift] while you drag them to the draft bill.

  • Expand the types by clicking Image Added to view the paragraphs below and add them to a bill.

 

 

 

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