Practice Pro - How to perform conflict checks in Practice Pro
The Conflict Check report now supports up to 50 search terms at once, with the ability to specify whether each term should be included as "AND", "OR", or "NOT" during the search.
When doing a conflict search, the users can add up to 50 terms while each term is an "OR" operator by default. When multiple terms are added, the system will return results that match any of the terms entered.
Setting up a Conflict Check:
From the left navigation bar, click Reports.
Select either the All tab or the Client tab to locate the report, or you can enter the report name in the search field.
On the Conflict check tile, click View Report.
For best practice enter full names. The system won't automatically connect different versions of a name, so to be thorough, enter in multiple search terms
When searching for very common names, the results list may be quite large.
To refine your search, use the Exact Match option, which helps filter results more precisely. Selecting Exact Match will narrow the list to only one name.
Select a Sort by option to organize the results. Then choose where to search in the system by selecting or deselecting the locations you want to search.
Search Locations with the laft hand side of the screen for General and the right hand side for Billing. You can select individually, or use the Select All button
Once you've entered your search terms and options, click Run Conflict Check Report.
The report may take a few minutes to generate. You'll receive an e-mail notification when the report is ready, but it is also available on the History tab along with previously Run Conflict checks.
You will see in History:
The date the report was run
The firm member who ran it
Searched terms and locations used
A link to view the full report.
The page can be filtered by member and / or date.
To access the conflict report and review the results, click on the link.
