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Text File | 1992-03-24 | 14KB | 340 lines

Menu for Custom Features ============== | OPTION 1: | ============== Optioεá ▒á wil∞á changσ thσ descriptioε oµ thσ categor∙á oµá Patient≤á tha⌠ ì appea≥ oε thσ bottoφ oµ thσ variou≤ screens« I⌠ currentl∙ default≤ to: "Category Selected " Yo⌡ caε changσ thi≤ t∩ an∙ phrasσ yo⌡ wisΦ tha⌠ morσ closel∙ describe≤ ì you≥ business¼ sucΦ a≤ : "Classes of Real Estate Buyers" or "Earning level of Life Insurance Patients" Also, option 1 will change the default name for: Default name for expenses/revenue title (plural), 15 characters Thi≤á i≤á thσá worΣá tha⌠á appear≤ iε thσ screen≤á fo≥á thσá Patien⌠á file¼ ì Activit∙ file¼ anΣ optioε 4¼ Revenue/Expensσ (optioε 4¼ Maiε Prograφ Menu). Optioε ▒ wil∞ allo≈ yo⌡ t∩ changσ thσ uni⌠ oµ measurσ fo≥ thσ Economiπ ì Valuσ oµ thσ Portfolio« Yo⌡ havσ you≥ choicσ oµ thesσ threσ options: 1) Dollars 2) Pounds 3) Define your own Optioε ▒ als∩ give≤ yo⌡ thσ flexibilit∙ t∩ togglσ oε o≥ ofµ thσ 'po≡ upº ì datß entr∙ screeε tha⌠ appear≤ abovσ thσ Economiπ Valuσ whilσ yo⌡ arσ ì modifyinτ thi≤ valuσ iε thσ Patien⌠ file« ============== | OPTION 2: | ============== Optioε ▓ allow≤ yo⌡ t∩ changσ thσ defaul⌠ state¼ city¼ areß code¼ 'ReferreΣ ì by'¼ o≥ zi≡ codσ tha⌠ appear≤ wheε yo⌡ adΣ an∙ recorΣ t∩ thσ Patien⌠ file. ============== | OPTION 3: | ============== Optioε │ wil∞ changσ thσ headinτ oε al∞ screen≤ anΣ reports« I⌠ ìècurrently default≤ t∩ : "Patient AND ACTIVITY TRACKING SYSTEM" Yo⌡ coulΣ changσ i⌠ t∩ anythinτ tha⌠ describe≤ you≥ busines≤ o≥ industry¼ ì sucΦ as: "LIFE INSURANCE Patient TRACKING SYSTEM" or "DADE COUNTY REAL ESTATE TRACKING SYSTEM" ============== | OPTION 4: | ============== Option 4 is: Toggle initial graphics image for Appointments. Default=[now on] Wheε you≥ prograφ firs⌠ begins¼ i⌠ perform≤ tw∩ processes║ 1⌐ Display≤ t∩ ì yo⌡ ho≈ man∙ appointment≤ yo⌡ havσ fo≥ tha⌠ day¼ iµ any╗ anΣ 2⌐ iµ yo⌡ havσ ì a⌠ leas⌠ onσ appointmen⌠ fo≥ today¼ theε thσ prograφ create≤ ß graphic≤ ì imagσ oµ you≥ appointment≤ fo≥ thσ nex⌠ tw∩ weeks« Thesσ ▓ processe≤ takσ ì somσ time« Iµ yo⌡ wisΦ t∩ turε botΦ ofµ s∩ tha⌠ thσ prograφ goe≤ directl∙ ì t∩ thσ Maiε Prograφ Menu¼ theε selec⌠ optioε ┤ t∩ bσ [no≈ off]. ============== | OPTION 5: | ============== Default name for person file: You can input two variables: 'Full title for Patient file :' 'Individual name that describes this classification (singular, 13 characters) Thσ firs⌠ onσ i≤ thσ titlσ tha⌠ appear≤ oε thσ maiε prograφ screeε anΣ thσ ì Patien⌠á filσá screen«á Yo⌡ caε inpu⌠ u≡ t∩ 4░á characters«á Aεá examplσ ì woulΣ be║ (Thσ worΣ "FILEó i≤ addeΣ late≥ t∩ thσ enΣ oµ you≥ text) Patient <======default PERSONNEL CANDIDATE SYSTEM NAMES OF VENDORS The second variable is a single word that will appear everywhere that this ì category is referred to, such as the individual data entry screen and Quick ì Search. Examples: Patient (<========default) Candidate Vendor è ============== | OPTION 6: | ============== 6) Toggle 'Printer Off-LIne Menu: Iε ß numbe≥ oµ place≤ wherσ yo⌡ elec⌠ t∩ prin⌠ ou⌠ somσ document¼ thσ ì prograφ wil∞ checδ t∩ seσ iµ thσ printe≥ i≤ reall∙ oε line« Iµ not¼ i⌠ ì issue≤ aε erro≥ messagσ tellinτ yo⌡ t∩ turε oε thσ printer« Thi≤ checδ i≤ ì performeΣ oε LPT1║ fo≥ ß paralle∞ printer« Iµ you≥ printe≥ se⌠ u≡ i≤ ì different¼ theε turε ofµ thi≤ option. ============== | OPTION 7: | ============== 7) Print 'alignment' label Yo⌡ havσ thσ optioε herσ oµ printinτ aε 'alignmentº record« Sometimes¼ ì afte≥ turninτ oε thσ printe≥ fo≥ thσ firs⌠ time¼ thσ firs⌠ labe∞ iε ß ì serie≤ wil∞ no⌠ prin⌠ correctl∙ unles≤ yo⌡ prin⌠ thi≤ alignmen⌠ recorΣ ì first. ============== | OPTION 8: | ============== Thi≤ optioε establishe≤ thσ namσ useΣ fo≥ Appointments/Schedulσá System« ì I⌠ default≤ t∩ 'Appointment'. ============== | OPTION 9: | ============== Thi≤ optioε set≤ thσ lengtΦ o≥ 'spanº oµ thσ searcΦ string¼ Activit∙ File¼ ì AdΣ section« Iµá thσá prograφ canno⌠ finΣ ß matcΦ iε thσ Patien⌠ filσ fo≥á thσá namσ ì yo⌡á ente≥ iε thσ Activit∙ AdΣ section¼á theε i⌠ wil∞ displa∙ ß lis⌠á tha⌠ ì show≤ simila≥ name≤ beforσ o≥ afte≥ you≥ attempteΣ entry. ============== | OPTION A: | ============== A) Automatic pausing and pacing between screens Default=[auto pausing ] è The program will automatically pause between a number of its screens, allowing ì yo⌡ t∩ seσ wha⌠ i≤ oε thσ screeε withou⌠ thσ necessit∙ oµ you≥ continuall∙ ì havinτ t∩ interac⌠ witΦ thσ program« Iµ yo⌡ wisΦ t∩ over-ridσ thi≤ ì automatiπ pacinτ feature¼ selec⌠ optioε ┴ t∩ bσ [manua∞ pausinτ ]« Wheε ì yo⌡ d∩ this¼ al∞ oµ thσ automatiπ pause≤ wil∞ havσ beeε replaceΣ b∙ ß beep¼ ì followeΣ b∙ thi≤ message║ "Ente≥ An∙ Characte≥ t∩ continue"« Thi≤ ì signifie≤ tha⌠ thσ prograφ i≤ waitinτ fo≥ yo⌡ t∩ ente≥ ß ke∙ t∩ continuσ ì insteaΣ oµ showinτ yo⌡ tha⌠ screeε fo≥ ß predetermineΣ numbe≥ oµ seconds« ì Iµ yo⌡ wisΦ t∩ bypas≤ allpauses¼ whethe≥ pre-timeΣ o≥ manual¼ selec⌠ [n∩ ì pausinτ ]. ============== | OPTION "B"| ============== This feature bypasses the 3 level data file/index/batch file checking that ì the program performs every time it is started. On slower machines, this ì procedure takes considerable time to accomplish and can therefore be turned ì off, if desired. ============== | OPTION "C"| ============== Create a default date for Appointments in Activity Add Normally, the program creates a default date in the Activity Add file of ì '01/01/1901'. This date is a code that tells the program not to schedule a ì future appointment or commitment. You would change this default date if ì you wish ALL new activity records to have a future appointments date. ============== | OPTION "D"| ============== D) Displays 'All Scheduled Activities': Whenever you add an activity record and place a future Appointments date in ì the bottom of the record, you will then be displayed 'All Scheduled ì Activities' on that same date. If you want to turn that display off, then ì enter this option, 'D.' ============== | OPTION "E"| ============== E⌐ SounΣ fo≥ 'explodinτ window':è Thσ prograφ contain≤ aε 'explodinτ windowº iε tw∩ locations║ FlasΦ Repor⌠ ì [TM▌ anΣ 'Al∞ ScheduleΣ Activities.º Accompanyinτ thi≤ 'explodinτ windowº ì i≤ ß sounΣ effec⌠ tha⌠ caε bσ turneΣ ofµ a⌠ thi≤ selection¼ 'E.' ============== | OPTION "F"| ============== "F) Time stamp each new activity record" By default, this option is off. If selected On, this will add into each ì new activity record the exact time when it was created. This information ì is placed into the comment field of each new activity record as you are ì saving it. To see the actual entry, you must browse through the record ì after you have created it, as you would, for example, in Flash Report [TM]. This fragment is how the Time stamp appears in the comment: 6:31:45 pm Wh∙ woulΣ yo⌡ usσ thi≤ option┐ Iµ yo⌡ arσ makinτ multiplσ call≤ pe≥ da∙ t∩ ì thσ samσ persoε o≥ company¼ theε thi≤ Timσ stam≡ woulΣ bσ ß clea≥ wa∙ oµ ì documentinτ thσ orde≥ oµ thσ records« ============== | OPTION "G"| ============== "G) 7 choices in search criteria: Patient Get" 'View' or Search Options: Overview Wheεá yo⌡á arσ iε thσ Patien⌠ file¼á Ge⌠ option¼á yo⌡ havσá thσá followinτ ì seveε 'viewsº o≥ searcΦ criteriß availablσ t∩ you: "1) Search by Company Name" "2) Search by First Name" "3) Search by Last Name" "4) Search by Phone Number" "5) View or search by Zip Code" "6) View or search by Category" "7) Search on Referred by" Oncσ yo⌡ selec⌠ you≥ 'view,º theε al∞ record≤ arσ stackeΣ o≥ ordereΣ iε ì tha⌠ sequence« If¼ fo≥ example¼ yo⌡ selec⌠ thσ las⌠ namσ 'view'¼ theε ì afte≥ yo⌡ searcΦ anΣ locatσ onσ record¼ al∞ record≤ beforσ anΣ afte≥ tha⌠ ì onσ wil∞ bσ ordereΣ alphabeticall∙ b∙ las⌠ name. Thσ logiπ oµ thi≤ optioε i≤ simila≥ t∩ thσ onσ availablσ iε thσ 'Fas⌠ ìèSearcΦ ThrougΦ Dataº Menu¼ (Maiε Prograφ Menu¼ Optioε 6⌐ Optioε 1: 'Lightninτ fas⌠ searcΦ througΦ Patien⌠ file' Iε thσ 'Lightninτ fas⌠ search,º yo⌡ arσ displayeΣ informatioε quickly¼ bu⌠ ì canno⌠ movσ bacδ anΣ fourtΦ betweeε record≤ tha⌠ arσ adjacen⌠ t∩ thosσ tha⌠ ì appea≥ iε you≥ match« B∙ contrast¼ iε thσ 'Viewº o≥ SearcΦ Optionsº yo⌡ ì caε movσ bacδ anΣ fourtΦ amonτ thσ record≤ anΣ observe¼ say¼ al∞ phonσ ì number≤ o≥ zi≡ code≤ tha⌠ precedσ o≥ follo≈ ß matcheΣ record. Search Procedure: Once you select any one of options 1 through 7, the menu will branch back ì to the prior screen and place the cursor in that field where you wish to do ì your search. Once a record is found, all records then will be stacked or ì ordered by that criteria. Whatever criteria you select here will cause one of the following messages ì to appear on the top to the Patient Get screen that you just came from: "Company Name 'View', records in order by company name" "First Name 'View', records in order by first name" "Last Name 'View', records in order by last name" "Phone Number 'View', records in order by phone number" "Zip Code 'View', records in order by zip code" "Category 'View', records in order by category" "Referred by 'View', records in order of referred by As you enter 'N' for next or 'P' for previous, you will be moving back and ì fourth between adjacent records in that 'view.' Turning Off the 'View' or Search Options: For some users, these seven search criteria present too many keystrokes for ì their search. If you wish to reduce the seven search options to one ì default option for Company name, then you can do so here at the Custom ì Options Menu by changing selection 'G' to display: "[now Off]" ============== | OPTION "I"| ============== "I) Phone number occurrences: " B∙á default¼á thσá prograφá wil∞á sho≈ yo⌡ thosσ othe≥á record≤á iεá thσ ì Patien⌠á filσá tha⌠á havσ thσ samσ phonσ numbe≥á whilσá yo⌡á arσá addinτ ì records« Iµ turneΣ off¼ thi≤ selectioε wil∞ displa∙ onl∙ ß coun⌠ oµ thosσ ìèrecord≤á tha⌠á havσá thσ samσ phone¼á no⌠ thσá FlasΦá Repor⌠á [TM]-stylσ ì repor⌠ behinΣ thσ numbers. ============== | OPTION "J"| ============== "J) Print 'FIN' files" Oncσ registered¼á thi≤ prograφ contain≤ ß numbe≥ oµ 'FINº tex⌠ file≤ iε thσ ì subdirectory¼á useΣ iε support«á WitΦ selectioε 'Jº oε thi≤ menu¼ yo⌡ caε ì reprin⌠ theφ froφ ß light-ba≥ selectablσ menu.