The information in this article applies to:
PracticeMaster has the ability to integrate with Palm OS® compatible handhelds using the PracticeMaster Palm Conduits provided with PracticeMaster.
Note: PracticeMaster can integrate with handheld devices that use an operating system other than Palm OS® via Outlook (such as BlackBerry®, Treo™, Apple® iPhone™, Palm® Pre™, etc.). Additional information can be found in KB Article R11044, Integration Between PracticeMaster, Outlook & Handheld Devices.
The Tabs3 Palm Application is an optional add-on product, which is installed on the Palm OS® compatible handheld device. This software allows the fees and costs entered on the handheld device to be synchronized to Tabs3. If you are interested in the Tabs3 Palm Application, contact your reseller or call our Sales Department at (402) 423-1440.
The following table compares the Handheld integration methods including the extent of integration, benefits, disadvantages, required software and pricing.
|
Information passed to the Handheld |
Palm Conduit 2-way |
|---|---|
| Client information |  |
| Related Party information | |
| Calendar records | |
|
Information passed back from the Handheld |
Palm Conduit 2-way |
| Calendar records - additions & changes | |
| Related Party - additions | |
| Calendar records - deletions | |
| Related Party - changes | |
| Client information - changes | |
|
Functions on the Handheld |
Palm Conduit 2-way |
| View Client information | |
| Change Client information | |
| View Related Party information | |
| Add Related Parties | |
| Change Related Parties | |
| Perform a Contact Search by name | |
| View Calendar information | |
| View a monthly calendar | |
| View a daily or weekly calendar | |
| Add Calendar records for your PracticeMaster User ID | |
| Change Calendar records for your PracticeMaster User ID | |
| Delete Calendar records for your PracticeMaster User ID | |
| View Calendar records assigned to a specific client or all clients for any user | |
| View Calendar records for specific user(s) or all users | |
| Add, change, & delete Calendar records for all PracticeMaster Users | |
| Uses the familiar built-in programs on the Palm, does not require additional software on the handheld | |
| One-touch HotSyncing, no extra steps needed | |
| Use a Query Wizard for simple, sophisticated filtering of information to be synchronized to the Palm | |
| Synchronize more than one handheld with the same PC | |
| Use any Palm Desktop user name with any PracticeMaster User ID | |
| Synchronization conflicts can be configured to automatically use the Palm value, the PracticeMaster value, or make a copy of both records | |
|
Required Software |
Palm Conduit 2-way |
| Palm Desktop Version 4.0.1 or later with the HotSync® Manager | |
| Compatible with Palm OS® software Version 5 | |
|
Cost |
Palm Conduit 2-way |
| Included with PracticeMaster | |
|
Tabs3 Handheld Integration |
|
|---|---|
|
Integration |
Tabs3 Palm App |
| 2-way | |
|
Information passed to the Handheld |
Tabs3 Palm App |
| Client information | |
| Tcode information | |
| Timekeeper information | |
| Category information | |
| Task Code information | |
|
Information passed back from the Handheld |
Tabs3 Palm App |
| Fee transactions | |
| Cost transactions | |
|
Functions on the Handheld |
Tabs3 Palm App |
| Add Fee transactions | |
| Add Cost transactions | |
| Specify a Tcode when entering transactions | |
| Specify a Task Code when entering transactions | |
| Use Timer to track billable time | |
| Specify a Timekeeper when entering a Fee | |
| View Client information (i.e., work description, category, etc.) | |
| View Timekeeper information | |
| View Category information | |
| View Tcode information | |
| View Task Code information | |
|
Required Software |
Tabs3 Palm App |
| Tabs3 Palm App Program (installed on the Palm) & Tabs3 Palm Sync Program | |
| Palm Desktop Version 4.0 or later with the HotSync® Manager | |
| Compatible with Palm OS® software Version 5 (Note: Requires Tabs3 Version 11.2 with a release date of June 3, 2004 or later.) | |
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