Timematters and office procedures

This course covers the basic layout of Timematters and the most useful tools and tips for use in the office. The later lessons cover how we implement Timematters in our office and the relate office procedures.

TimeMatters Basics

Calendar view and options

Matters Records and List views

Contact Records and List views

Events and Todos and List views

Date Calculator

Scheduling Chains and repeating

Searching records

Form Styles

Email

Searching documents

Auto Txt

Formatable Clipboard

Alerts

Document merging

Messenger and notify

Using Matters in our Office

Opening Matters

Documents

Probate

Guardianship

Estate Planning

Medicaid

Litigation

Closing Matters

Contacts

Form Styles

Adding and Managing Contacts

Spouses

Organizations and Corporations

Events and ToDos

Referral Todos

Codes for Events

Scheduling people and resources

Managing Todos

Billing

Billing concepts

Billing from other records

PreBills and Invoices

Bill Flow manager

Timesheet and daily management

Expense Entries

Email

Internal email

External email

Attachments

Documents

Saving from other programs