OD Best Practices

Categorizing in your Practice Management (PM) Software is a method in which you group products and services with other similar products and services for reporting purposes. In Officemate , they call it Financial and Production Groups and in CrystalPM , it’s classified as a Category . For all intents and purposes, we will use category and group interchangeably.

You will need a PDF printer to archive electronic documents (more information on the  last post ).  This guide will show you a way to use PDF Creator to integrate with your CrystalPM Software. *** Update: In 2015, CrystalPM now bundles a PDF printer with their software*** Setup Install PDF Creator .  Follow the screen prompts and you will be given the option for a server or stand-alone installation.  I recommend the server option for an office with 4 or more computers, that way each user can install the printer as a network printer.  Use stand-alone installation if you wish to customize the naming scheme of the automatically created PDF.  If you have any more questions, feel free to comment below and I can answer them. After installation,  run the PDFCreator program . Click on  Printer (1) , then click on  Options(2) .  (Or press  Ctrl + O ) In the option menu you will need to set the temporary PDF output directory: C...