Logging On and Off
Enter your username and password in the fields that are provided. Click OK to continue. Note: There are two (2) boxes for passwords in the picture below. Some users have availed of the option of having two (2) passwords. If a user has two passwords then two passwords are to be entered. That also goes for those who have one password; if a user has one (1) password then one password is to be entered.		  
     
  To log off, go to the Main Menu File > Log Off  
     
     
  Managing Users (Maintenance)
Users are personnel that have access to the system.		  
     
 
  1. Adding users
    1. Go to the Main Menu Maintenance > Add User. Or you can conveniently use the side panel. Maintenance > User > Add User
    2. On the fields provided, enter User Name and password(s). A user can be assigned with either one or two passwords. Duplicate names are not allowed. See add user screen.
    3. Administrators or Users that are given access to all forms must have two passwords.
    4. To assign access privileges, use the arrow buttons to move items from the left column to the right. The items in the left column cannot be accessed by the user; items on the right column are available to the user. See add user screen.
    5. Click on Save to add the user.
  2. Editing a user
    1. Go to the Main Menu Maintenance > User > Edit User. Or you can conveniently use the side panel Maintenance > User > Edit User
    2. From the list, select the user to edit by clicking on the username and pressing the EDIT button.
    3. A user’s passwords can be changed. Note: Users that are given access to all forms must have two passwords
    4. To modify access privileges, use the arrow buttons to move items from the left and right columns. Items on the left column cannot be accessed by the user, while the items on the right column will be available to the user. See Add User Screen
    5. Click on Save to store the changes made.
  3. Deleting a user
    1. Go to the Main Menu Maintenance > User > Delete User Or you can conveniently use the side panel Maintenance > User > Delete User
    2. From the list, select the user to delete by clicking on the username and pressing the DELETE button.
 
     
     
  Changing Password (File > Change Password)
  1. Go to the Main Menu File > Change Password
  2. Enter the new password(s) on the fields provided.
  3. Click on Save to store the changes made.
  
     
  Managing Client  
     
 
  1. Adding a Client
    1. Go to the Main Menu Maintenance > Client > Add Client
    2. Enter the Client Details on the fields provided.
    3. History
      • To add a Client's history, click on the History Tab. You may choose to add a picture, notes, view previously added history, and remove history
      • To add a picture, press the Add Picture button, then press Find, then select a picture from your hard drive.
      • To add text press the Add Text button and enter the text you wish to add.
      • To view the history, highlight the history from the list and press View.
      • To delete a history entry, highlight the history from the list and press Remove
      • Note: No changes will be stored until you press Save.

  2. Edit a Client
    1. Go to the Main Menu Maintenance > Client > Edit Client
    2. Choose a Client on the list, and then click Edit.
    3. Then click on Save to store changes made.

  3. Delete a Client
    1. Go to the Main Menu Maintenance > Client > Delete Client
    2. Choose the name of the Client on the list, and then press Delete.
 
     
     
  Managing Rates  
     
 
  1. Adding a Rate
    1. Go to the Main Menu Maintenance > Rate > Add Rate
    2. Enter an Item and its rate.
  
     
     
  Managing Transactions  
     
 
  1. Scheduling an appointment
    1. Go to the Main Menu Transactions > Schedule
    2. Enter the Month and year of the appointment
    3. Then click Check.


    The form below will come out when Check is clicked. A user can choose what date to schedule the appointment.

  2. Daily Appointments - This is the daily schedule of appointments where the doctor can pull up the Client's record.
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