Tabs3 and PracticeMaster software provides multiple features such as secure clients, private calendar records, and assigned timekeepers to help ensure that only authorized users have access to private client data. It is important to remember that these security features only apply within the Tabs3 and PracticeMaster software. When data is accessed using third party programs via tools such as ODBC drivers or the PracticeMaster Export Data function, these security limitations will not apply. Below are security considerations for the primary methods of exporting Tabs3 and PracticeMaster data. With all methods, you will want to consider storing the exported data in a secure location on your network.

Standard ODBC Drivers

The standard ODBC driver, available as an add-on product for $99 per user, allows access to all data files in all of the Tabs3 and PracticeMaster software. Be aware that anyone who uses the ODBC driver has access to all records in all files in all Tabs3 and PracticeMaster software, including secure clients, private calendar records, and clients restricted by assigned timekeepers.

Platinum SQL ODBC Drivers

The SQL ODBC driver is included with the new Platinum SQL version of the software. The SQL ODBC driver provides Manager access to the data files in the Tabs3 and PracticeMaster software, including secure clients, private calendar records, and assigned timekeepers. However you can specify which program data files an SQL user has access to. You can grant SQL access rights to Access Profiles for each software system using System Configuration. For example, you can grant SQL access rights to the Tabs3 data files without granting SQL access rights to the GLS data files. This feature makes it easy to control exactly which users have access to an individual software system’s data files. Keep in mind that users who are granted access rights to an individual product’s data files have rights to all records. To ensure optimal performance and respect security settings, firms that upgrade to Platinum SQL should uninstall the standard ODBC driver.

PracticeMaster Export Data

The Export Data function in PracticeMaster will export all records in the specified file for which the current user has access rights. This includes secure clients, private records, and client information restricted by assigned timekeepers. To ensure all records are exported, have a manager export the data. Additionally, when exporting data containing secure information, you may want to consider storing the export file in a secure location on your network or on a removable drive.