Frequently Asked Questions

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Pre-Sales Questions:

Are there any limitations or differences with the Trial Version of myPractice compared to the Full Version?

Can I buy the Solo edition now and upgrade to a Network Edition later if I need/want to?

Can I extend my 30 day Trial?

Do you have an edition for Mac computers? Will you ever make one?

How does the Network Edition licensing work?

I am currently using another database for all my client files. Is there a way this existing data can be imported into myPractice?

I am in an office with other practitioners but we only have one computer which we share, can we use the Solo Edition of myPractice?

I do not see a myPractice Module that has been designed for my profession. Can you create one for me?

I've got a new computer and need to Activate myPractice, but I'm getting a message that the license is already activated.

Can myPractice be used on a Terminal Server?

What are my Payment Options?

What is License Activation?

What is the Password I need to log in to the myPractice Trial?

What do you mean when you refer to myPractice Versions, myPractice Editions and myPractice Modules?

Software Assurance:

If I do not have software assurance, can I still receive upgrades of myPractice?

My Software Assurance has expired - what are my Support options?

Installation & Updates:

Is myPractice compatible with Windows 7?

How does the myPractice Updater work?

Installer 'loops' when downloading files from the Internet

myPractice installer closes without explanation

Network Database Needs Upgrade

Where do I find my version number of myPractice

Customisation:

Can I rearrange the Tabs or Add New Tabs?

What is the difference between Consultation and History Fields?

Available Field Types within myPractice

Can I 'Bold' or Highlight fields so they stand out?

What is a Snippet?

Products:

How do I add products and services?

How can I delete a product or service?

Users & Practitioners:

How do I add a User or Practitioner into myPractice?

How do I delete a Practitioner?

How do I disable a Practitioner?

How do I see another Practitioners calendar?

How do I stop other Practitioners from seeing my Client Details?

What are the different levels of user access within myPractice?

How do I restrict areas of myPractice from Users?

Appointment Book:

Can I see two client in the same time slot?

Can appointments be shown by consultation colour?

Displaying only practice work hours / grouping of the Appointment Book.

How do I add another Location?

How do I see another Practitioners calendar?

Recurring Appointments for Clients

Invoicing and Payments:

Can I turn off payments being automatically generated?

Continually prompted for an Appointment Date when adding an Item.

How can I change the file format an Invoice is exported in?

How do I add my Provider number/s?

I cant add a discount to an invoices.

Invoicing screen 'disappeared' from the Client Details section (version 2.x)

Is there a way to customise the myPractice Invoice template to match my existing Invoice template?

What is the easiest way to create an invoice for an appointment?

How do I change the price for a product / services?

Letters and Templates:

How do I add my own Letter template?

How do I delete a document Template from my list?

I want others to see the Letter Templates I have created.

Client Details & Editing:

Client Details opens up on the wrong tab

How do I clear a dropdown list value?

How does Document Scanning work in myPractice?

I can't see/edit the Client Address field

How do I stop other Practitioners from seeing my Client Details?

Client Consultation notes are missing, what do I do?

Referrals:

Referral info is not showing up in my Invoice

Referrers not displaying in Referrers list within Maintenance.

Reminders (SMS/Email):

How do I set up the automatic SMS service?

Setting Up an SMS Global Account

SMS Response Codes

Synchronising (Network Version only):

My co-worker cannot see the documents I added (Network Version only)

myPractice Live:

myPractice is offline & not communicating with the Server over a VPN Connection