Skip to main content

Practice Management: Create new Attributes and Attribute sets

Create new Attributes and Attribute sets/bands using PM Tool Kit

Updated this week

The PM Tool Kit module allows the user to create custom attributes and attribute sets for the APS application.
​
Instructions

  1. Launch PM Tool Kit from the Main Application list (Use Joe Admin Console to manage the access rights to the Tool Kit module).

  2. Expand the Select/Create Attrib Set drop-down box to see the available attribute-sets in different consoles.

  3. To add an attribute to an existing Attribute set, select the console and the attribute set name from the Select/Create Attrib Set drop-down box.

    • EG: To add an attribute to the Attributes page on the Client Console, select the Client: Attributes option from the drop-down box.

  4. To create a new attribute set, select the option Create New Attribute Set from the drop-down box. Type the new set name in the Attrib Set Name, and select the console name from the Console dropdown box.

  5. Type the desired name for the attribute and select the data type.

  6. Click the Add Attribute button. A message box will notify that the attribute has been created.

Related Articles
Practice Management: Set up new attributes in PM
Practice Management: Clear System and User Settings
Practice Management: F.A.Q. - Bulk Attribute Update Maintenance
Practice Management: Add new holidays
Practice Management: Create mail merge letters to send to a group
Did this answer your question?