Setting the General Configuration Options

The General Configuration feature enables you to set options in PracticeWorks. It is important for you to understand what these settings mean before making any changes. For assistance, contact a support representative before modifying the settings.

You must close PracticeWorks on any workstation that will be affected by the configuration changes prior to launching the configuration utility. Modifications made to the General Configuration settings are applied when the software is restarted.

To set general options:

From the Windows Start menu, select All Programs > CS PracticeWorks > Configuration of CS PracticeWorks.
From the Setup menu, select General configuration. The General Configuration window is displayed. When you click the + sign beside a heading, the list expands to display the specific items you can set up. To provide values, enter them on the Value line near the bottom of the screen. Some options have an AutoConfig button that you can click to set up the item automatically.
Navigate to and highlight the function you are changing. The bottom portion of the window displays the options for the function.
Select whether you want this setting to apply to this workstation or to all workstations.
Change the value, and click one of the following:
Save entry to accept the change.
Restore entry to return to the previous setting.
Clear entry

When you have finished, click Close.

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