Manage uses some basic concepts throughout the software. If familiar with these basic concepts, you will be able to navigate more easily and maximize your benefit from the software.
The buttons and icons below appear throughout the system and have the following meanings:
This ADD icon allows users to add a record. If this button is at the bottom of the Patient Information screen, it means add a new patient. If it appears at the bottom of the Maintain Physician screen, it will mean add a new physician.
This CHANGE icon allows you to change a record. If this button is at the bottom of the Patient Information screen, it means change an existing patient record. If it appears at the bottom of the Maintain Physician screen, it will allow you to change an existing physician record.
This INSERT icon allows users to insert a record between two existing records. This button typically appears at the bottom of the screen when a grid is being displayed (IE. Invoice/Quote Details).
This DELETE icon allows users to delete an existing record. This button typically appears at the bottom of the screen when a grid is being displayed (IE. Invoice/Quote Details).
This CONTINUE icon saves the entered information and proceeds to the next step.
This CANCEL icon cancels the entered information and exits the screen or window.
This EXP/CON (expand/ contract) icon opens and closes a grid record, exposing additional fields/detail.
This PRINT icon allows users to print something such as a report, a list or a form.
The window control tool will either EXPAND or CONTRACT the window to make more results visible and the red exit icon will close the window without saving any data changes.
This MORE INFORMATION icon allows users to see more options or detail. If it is beside a list, it will open the list. If it is on the Patient Information screen, it will allow users to enter/view more details for the patient.
allows users to view the calendar and select a date.
allows users to select a value from a list.