If the Producer you are trying to inactivate has any Day End records to process the program will not allow you to inactivate them. Booking new appointments, posting treatments, payments or adjustments can all impede your ability to inactivate them. After running the Day End or waiting until the next day, you…
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The article will guide you through changing the time unit used for booking appointments on the scheduler. By following these steps you will change your scheduler from 10 minute to 15 minute blocks or vise versa.Changing the scheduler booking unit will only affect new appointments being booked. All current existing…
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You will need to know the user accounts current password in order to update it.This article will guide you trough updating a user accounts password used to log into the program. Select Practice from the top menu. Then select Maintenance Manager from the sub-menu. Select the User Codes icon. Select the User account from the grid…
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This article will guide you through copying the settings and layout from a single user account to one or more other users. This is typically done after a new user account is created especially for front staff who need the scheduler chair columns enabled and displayed the same. Select Practice…
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This article will guide you through creating a user permission group that you can assign individual users to. Select Practice from the top menu bar. Select Maintenance Manager from the sub menu. Select the Setup tab. Then select the User Group Codes icon. Select the Plus Folder icon to start a new user group. Fill in the Group Code…
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This article will guide you through creating a new user account and setting it's password. Select Practice from the top menu bar. Select Maintenance Manager from the sub menu. Select the Setup tab. Then select the User Codes icon. Select the Plus Folder icon to create a new user. Fill in…
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This article will guide you through configuring which task windows will automatically open each time you sign into the program. From the top menu bar, select Options. The select Startup from the drop down menu. Select the Start Default Tasks in the Startup Options section. Select all the Modules you'd like…
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This article will guide you through how to setup the default mode when performing a patient search. From the top menu bar, select Options. The select Environment from the drop down menu. Select the Default Search Mode found on the left side of the the pop up window that appears.…
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