Overview

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The Maintenance > Assignment menu has a number of sub-menus which are used to set up and refine assignments for your practice. These are:

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Assignment types

Assignment templates

Deleting assignment templates

Setting up assignment templates

Assignment template groups

Setting up schedule templates for assignment templates

Setting up responsibility for assignment templates

Setting up billing for assignment templates

Adding assignments across clients

Change assignment type

Address/Phone

Assignments (Maintenance menu)

Page tree

Versions Compared

Old Version 3

New Version 4

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics