Office Startup screens
There are seven main screens to Office Startup module. We also called this module "Preferences". Each can be navigated to by clicking its respective tab on the top of the screen.
Main
After “logging on” to a
workstation that already has PracticeMaker® running, this the first screen
you get. This can also be navigated to be selecting Preferences from the "navigation list" located at the upper right-hand corner of most screens and clicking its associated "Go" button.
Note the Log-Off button on
the upper right section of the screen. When you want to sign-off the computer,
but not quit the whole program, just click this button (or any similar button
on several other screens). This locks the software on this computer until
someone logs back in. Changing the user does NOT change the security level used
to initially open the software on this computer!
To change the "database" security level of PracticeMaker®, the program must be quit and then restarted! If you need to do this from a workstation, hold down the Option key (shift key on Windows) after double clicking on PracticeMaker Client and enter your highest level FileMaker Pro password at the password dialog. Then log-in as usual with your PracticeMaker® password.
Quitting PracticeMaker®
There are many ways to quit
PracticeMaker®
- From the Main Menu of Patients, Billing, or Preferences and click Quit.
- Navigate to Preferences and click the Quit button.
- Click into the "navigation list", manually type in quit and click "Go".
Setup
This
screen has the demographics about the licensed user of PracticeMaker®.
Practice Information
- Licensed to Name, Title – The person at the practice to whom PracticeMaker® is licensed
- Licensed to Full Name – The full name of the licensee
- Practice Name – The name of the practice.
- Address – The address of the licensee.
- Z, C, St – The zip/postal code, city, and state/province of the licensee.
- Phone Number, Fax number, and Area Code are self-explanatory (and can be modified).
- If Always Add is "Yes", then the area code will added to the front of any phone number entered thorugh the software. For example, if the Area Code is "1-215" and you enter a phone number as 5556666, the software will replace it with 1-215-555-6666.
- If Add Prefix contains a value, it will be added to the front of phone numbers before dialing, such as 9 (future feature, not implimented).
- Tax ID should be filled with the tax ID number to be used by your office (modifiable).
- ID Type – Select EIN if this is an “Employer Identification Number” or select SSN if you are using your “Social Security Number” (modifiable).
- Group
– If this is selected, this address will be used for billing purposes.
Feature Switches
- Ask for Recalls - If you always want to be prompted to enter recall or next appointment information, select Yes
- Always small screen means
that even with your screen set to 800x600, you will only get screens the size
of 640x480 (The only exception is Appointments, which enlarges to the larger of the two resolutions).
· Electronic record selects which medical records program you wish to link with.
Software Components
· If your software came with Appointments Yes will be selected.
· If your software uses Electronic Claims, Yes will be selected.
· If your software came with the Letters Module Yes will be selected. If you click the checkbox, you will be reminded to write letters.
· If your software came with the PrescriptionsModule Yes will be selected.
· Electronic Records – If you will be linking with another program to maintain electronic records (i.e.: Chart Wizard or PowerMed), select it from the popup list. In the Patients module. You can then click on the EMR button to link that patient’s PracticeMaker® record with his/her electronic medical record (user modifiable).
· Maximum users – The number of people who can be logged onto PracticeMaker® at the same time.
· Maximum users establish the maximum licensed users for your software.