Managing Your Practice > Accessing Information with the PracticeWorks Mobile Practice Management Module

Synchronizing with Your Handheld Device

After you create the export files using the PracticeWorks Mobile Practice Management Module, the information can be downloaded from PracticeWorks to your handheld device. This process is called synchronization.

• The documentation you received with your device may refer to the synchronization process as HotSync, transferring, or downloading.

To synchronize PracticeWorks with your handheld device:

1. Place the handheld device in its cradle.

2. Press the appropriate button on the cradle to begin the synchronization process.

3. When the synchronization is complete, remove the handheld device from its cradle.

To review the downloaded information:

1. From the hand-held device’s main menu, press PracticeToGo. The PracticeToGo menu is displayed.

2. Press the category you want to view. The information for that category is displayed.

3. When you have finished, return to the menu by pressing Done.

 

Related Topics

Installing the PracticeWorks Mobile Practice Management Module

Exporting Information to Your Handheld Device

Accessing Information with the PracticeWorks Mobile Practice Management Module