Method and apparatus for a professional practice application

Details Method and apparatus for a professional practice application Method and apparatus for a professional practice application

2006-08-08

2006-08-08

Vo, Tim (Department: 2168)

Data processing: database and file management or data structures

Database design

Data structure types

Reexamination Certificate

active

07089243

ABSTRACT:
The current invention provides method and apparatus for managing a professional practice application over the Internet or other wide area network (WAN) or local area network (LAN). The application includes a range of integrated features: for tracking clients/customers/patients and their matters/cases/histories; for time keeping and billing; for docketing/calendaring of key events; and for accounting. The application is accessible to individual or group users, with each group able to customize the application views that are presented to each user of a group depending on the role assigned to each individual user by a manager within each group.

REFERENCES:
patent: 6014666 (2000-01-01), Helland et al.
patent: 6161139 (2000-12-01), Win et al.
patent: 6163878 (2000-12-01), Kohl
patent: 6202066 (2001-03-01), Barkley et al.
patent: 6453353 (2002-09-01), Win et al.
patent: 6732100 (2004-05-01), Brodersen et al.

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