Generating Malpractice Reports

A Malpractice Report allows you to find all open matters with nothing scheduled in the future. It can also scan for matters that do not have any recent notes. This is essential for identifying calendaring mistakes early.

1. In AbacusLaw, select File > Reports > Matters.
   
   
2. The Matters Report Control window opens. Click Report.
   
   
   
   
3. The Report List window opens. Highlight Malpractice Alert and click Done.
   
   
4. Click Output to. The Output to window opens. Select the output source (Printer, Screen, File, Data-Merge File) and click Done.
   
   
   
   
5. Click Print.
   
   
   
   
6. The Malpractice Alert window opens.
   
   
   
   Complete the window as follows:
   
   

   • To remove matters that have no events after a specific date from the report, check No Events on or after this date and select the cutoff date to use.

   • Check No Done/OFF calendar events if you do not want future events marked DONE or OFF calendar considered as future events for matters in the Malpractice Alert report.

   • To remove matters that have no notes after a specific date from the report, check No Notes on or after this date and select the cutoff date to use (usually 30 days prior to today, or you can set this to a blank date to list all matters that have no notes added at all).
     
     

7. Click Done to generate the report.

Editing Malpractice Reports

1. Click File > Reports > Matters.
   
   
2. The Matters Report Control window opens. Click Report.
   
   
   
   
3. Highlight Malpractice Alert from the list of reports and click Edit.
   
   
   
   
4. The Edit Report window opens. Select Special > Malpractice Alert.
   
   
   
   
5. The Malpractice Alert Report Configuration window opens. Define your preferences. Click Done to save.