lesson five

Sort by(rolodex search index)

patient last name (active) refined to current patients
patient last name (all) includes inactive and deceased
patient id#
patient date of birth
patient social security number
patient first name
user defined index special search  
user defined index is a field assigned at patient registration
… contact me for additional training and set-up

lesson four

tool bar

launch the patient roldex(f3)
launch the appointment scheduler
reminder, retrieve edit daily notes by date
view a tree of available global reports
scan a document to multiple patient folders
launch the alerts window
view the contents page for eclipse® on-line help (f3)
the toolbar can be reset and customized
… contact me for additional training and set-up

lesson three

Menu bar

each menu item in the menu bar has a drop-down list
the shortcut for some items are in the toolbar
administrative set-up and configuration are in the file menu
PDF documents are accessed from the view menu
select the window menu for various desktop configurations
the help menu has a link to a limited selection of videos
click help and about, to see your user permissions  
administrative set-up requires a system password
… contact me for additional training and set-up