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Text File | 1993-08-09 | 13KB | 289 lines

Overview: All Reports fit into a standard briefcase! Al∞ oµ thσ report≤ arσ printeΣ ou⌠ oε standarΣ ╕ 1/2ó b∙ 11ó compute≥ ì paper¼ s∩ tha⌠ yo⌡ caε carr∙ thi≤ informatioε witΦ yo⌡ wheε yo⌡ arσ oε thσ ì road« Thi≤ free≤ yo⌡ froφ havinτ t∩ bσ tieΣ t∩ you≥ compute≥ int∩ orde≥ t∩ ì retrievσá Patien⌠á data«á Fo≥ example¼á whilσ yo⌡ arσ iε ß hote∞á rooφá a⌠ ì 10PM¼á yo⌡á caε refe≥ t∩ you≥ report≤ t∩ answe≥ question≤ sucΦ as║á "Wh∩ ì arσá m∙ Patient≤ iε Denver¼á thσ name≤ oµ thσ contact≤ a⌠á eacΦá company¼ ì thei≥á phonσá numbers¼á anΣ wha⌠ comment≤ havσ ╔ recordeΣ abou⌠ theφá iε ì thσá electroniπá Rolode° [TM▌ a≤ wel∞ a≤ oε an∙ subsequen⌠ phonσá call≤á ╔ ì madσ t∩ them?" At the bottom of your screen, you will observe this phrase: "Category Selected." WitΦ thi≤ option¼ yo⌡ caε "layer-inó u≡ t∩ 99,999,99╣ differen⌠ layer≤ o≥ ì grouping≤ oµ Patients« Oncσ yo⌡ identif∙ ß ne≈ grou≡ oµ Patients¼ sucΦ a≤ ì ßá newly-purchaseΣá mailinτ list¼á yo⌡ caε separatσ theφá b∙á assigninτá ß ì uniquσáá CATEGOR┘á numbe≥á t∩á thσá grou≡á whilσá yo⌡á arσá enterinτá thei≥ ì informatioε int∩ thσ Persoε file« Thi≤ "layeringó effec⌠ wil∞ theε appl∙ t∩ thσ datß wheneve≥ yo⌡ wisΦ t∩ ì prin⌠ label≤ o≥ reports« Thσ datß wil∞ appea≥ t∩ bσ groupeΣ int∩ thσ ì categorie≤ tha⌠ yo⌡ designated. For more information on how this works, go to the Main Program Menu and ì enter option 8, 'Select Category'. ============== | OPTION 1: | ============== Optioε ▒ produce≤ onσ repor⌠ froφ thσ Patien⌠ file«á Yo⌡ havσ thesσ ì selection≤ available: 1 = report based on company name, no Form Feed 2 = report by last name 3 = report by first name 4 = report by city 5 = report by category, then company name 6 = report by phone 7 = report by state 8 = report by zip code 9 = report by 'referred by' 10 = report by address, line 1 [see Help file at Reports Menu for logic] 11 = report by company name, with Form Feed 12 = Day-timer [TM] Sr, by last name 13 = Day-timer [TM] Jr, by last nameè 14 = Day-timer [TM] Sr, by Company name 15 = Day-timer [TM] Jr, by Company name 16 = report by Priority, if any 17 = Modified company name, no Form Feed Selection≤ ▒ anΣ 1▒ arσ similar« Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì oε ß page¼ whilσ numbe≥ 1▒ issue≤ ß forφ feeΣ t∩ thσ printe≥ ever∙ timσ ß ì ne≈ compan∙ namσ appears. ==╜ Option≤ 1▓ througΦ 1╡ === Fo≥ thosσ oµ yo⌡ wh∩ arσ currentl∙ usinτ Loose-Leaµ Day-Timer≤ [TM]¼ thi≤ ì prograφ wil∞ prin⌠ oε continuou≤ form≤ tha⌠ Day-Timer≤ [TM]¼ Inc« sells« ì Oncσ removeΣ froφ thei≥ perforations¼ thesσ continuou≤ form≤ becomσ loosσ ì sheet≤ tha⌠ yo⌡ caε inser⌠ int∩ eithe≥ thei≥ Junio≥ o≥ Senio≥ Desδ Loose-ì Leaµ binders. Thi≤ prograφ wil∞ creatσ aε alphabetizeΣ 'Addres≤ anΣ Phonσ Directory,º ì witΦ pagσ break≤ betweeε eacΦ ne≈ lette≥ oµ thσ alphabet. Iµ yo⌡ wisΦ t∩ prin⌠ aε 'Addres≤ anΣ Phonσ Directoryº fo≥ jus⌠ onσ lette≥ ì iεá thσá alphabet¼á theε g∩ t∩ thσ Selectioεá Criterißá Menu¼á anΣá observσ ì selectioε 4: 4) Select by character: leftmost character used [first/last name, company, city] If you wish to select only those records that BEGIN with the letter or ì letters your enter, then this selection will retrieve those records that ì start with the leftmost character or characters you requested. === Note on logic of address line one: === The program will attempt to sort first by street, then by number. ì Specifically, this report looks for the first blank space and then assumes ì that the characters to the left are the street numbers while the characters ì to the right are the street name. Let's say, for example, that you had ì entered these lines for address line one in three records: '1103 Elm Street' '152 Elm Street' '5 Elm Street' The report would see the first space in '1103 Elm Street' and would split ì out '1103' as the street number and 'Elm Street' as the street name. All ì records would then be sorted first by street name, then by street number. ==╜ Notσ oε logiπ oµ Optioε 17║ === Iε thi≤ "ModifieΣ compan∙ nameó Report¼á thσ prograφ create≤ aε inde°á tha⌠ ì display≤ thσ name≤ iε thσ orde≥ oµ compan∙ name¼ unles≤ i⌠ detect≤ tha⌠ thσ ìècompan∙á namσ i≤ thσ samσ a≤ thσ firs⌠ anΣ las⌠ namσ placeΣá together«á Iε ì thi≤ case¼á i⌠ place≤ thσ applicablσ recorΣ iε thσ orde≥ oµ thσ las⌠á name¼ ì witΦ thi≤ tex⌠ displayeΣ iε thσ record: [Indexed as Sax] ============== | OPTION 2: | ============== Optioε ▓ generate≤ onσ repor⌠ froφ thσ Activit∙ file« Yo⌡ havσ thesσ ì selection≤ t∩ choosσ from: 1 = Activity report sorted by Company Name, no Form Feed [without address] 2 = Activity report sorted by date activity created 3 = Activity report sorted by city, then date created 4 = Activity report sorted by state, then date created 5 = Activity report sorted by zip, then date created 6 = Activity report sorted by Area Code, then date created 7 = Activity report sorted by Company Name, with Form Feed 8 = Activity report sorted by Company Name, no Form Feed [with address] 9 = Activity report sorted by callback date, if any. 10 = Activity report by last name. Selection≤ ▒ anΣ ╖ arσ similar«á Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì oεá ß page¼á whilσ numbe≥ ╖ issue≤ ß forφ feeΣ t∩ thσ printe≥ ever∙ timσá ß ì ne≈ compan∙ groupinτ oµ activit∙ record≤ appear. Selection≤ ▒ anΣ ╕ arσ thσ samσ report¼ excep⌠ tha⌠ repor⌠ onσ exclude≤ thσ ì addresse≤ whilσ repor⌠ eigh⌠ include≤ them. Repor⌠á numbe≥ ╣ display≤ thosσ activit∙ record≤ tha⌠ havσ ß callbacδá datσ ì anΣ onl∙ those¼ witΦ thσ mos⌠ recentl∙ scheduleΣ callbacδ first« Activit∙ ì record≤á withou⌠á ß callbacδ datσ arσ excludeΣ froφá thi≤á selection«á Iε ì repor⌠ 9¼á thσ datσ rangσ yo⌡ selec⌠ iε Optioε 3¼á iµ any¼á refer≤ t∩ thosσ ì date≤ wheε thesσ record≤ wherσ firs⌠ entered« A⌠ thi≤ selection¼ yo⌡ caε ì selec⌠ als∩ b∙ thσ datσ rangσ oµ thσ callbacδ itself« ============== | OPTION 3: | ============== Option 3 is to change the start or stop date of the summary. It defaults to these dates: START DATE :'01/01/1901' STOP DATE :'12/12/2999' This means that any summaries that you generate will be for a 999 year ì period. Let's say that you would like to examine activities for a two week ì period, during which you were on the road visiting a Patient. In that case, ì go to option 3 and enter the date on which the two week period began as the ìèSTART date, and the date on which the two week period ended as the END ì date. Now your reports will reflect just that two week period. [Note: The date selection feature refers to when the records was ì originally entered into the system.] ============== | OPTION 4: | ============== 4⌐á Selec⌠ ou⌠ an∙ comment¼á city¼á state¼á zi≡ o≥ Patien⌠ fo≥á report[s]« ì Thi≤ wil∞ allo≈ yo⌡ t∩ selec⌠ an∙ worΣ o≥ phrasσ a≤ ß basi≤ fo≥ creatinτ ì reports«á Whateve≥ commen⌠ yo⌡ select¼á thi≤ criteriß wil∞ bσ applieΣ ì t∩ option≤ ▒ o≥ ▓ iε thi≤ menu. ============== | OPTION 5: | ============== Category Consolidation: At this option, you can base your reports on either a range of categories ì or a list of non-continuous individual categories . For example, if you ì had selected a range, then you could combine all records from categories 1 ì through 50. You can select any size range, from a range of 50 to a range ì of 50,000 categories. If you had selected to input a non-continuous list ì of categories, then you could enter up to 200 categories for consolidation, ì such as to combine categories 10, 11, 15, and 20. Note that this Category Consolidation logic is available in these three ì locations in the program: 'Reports for Patients and Activities' [Main Program Menu, Selection 3] -----> where you are now <------- 'Appointments Menu' [Main Program Menu, Selection 7] 'Base Station/Remote Site Consolidation Menu' [Main Program Menu, Selection 9] ============== | OPTION 6: | ============== Thi≤ optioε wil∞ inser⌠ thσ mem∩ fielΣ int∩ thσ report≤ generateΣ b∙ ì option≤ ▒ anΣ 2« Oncσ selected¼ yo⌡ caε specif∙ thσ numbe≥ oµ character≤ ì brough⌠ int∩ thσ repor⌠ froφ eacΦ memo. è ============== | OPTION 7: | ============== "7) Create 'cascading' Report [multi-level,dynamic sort]" [Patient File] With this selection, you can define the number of sorts in a report and ì enter those selected in any order you wish. Here is the order of sorts ì and the codes as displayed within option 7: ========================================================================= | In selecting the order of sorts, observe the following codes: | | 0 = sort list completed [entered last] 6 = sort by phone 1 = sort based on company name [no Form Feed] 7 = sort by state 2 = sort by last name 8 = sort by zip code 3 = sort by first name 9 = sort by 'referred by' 4 = sort by city 10 = sort by address, line 1 5 = sort by category 11 = sort by priority | 12 = sort by company name | [with Form Feed] | ========================================================================= Let's say that you want list all records by state. Within each state, you ì wish to see the zip codes in ascending order. To create this you would ì select these two codes: '7' then '8'. The program then creates a 'cascading' index and gives you the option to ì either print or to send to 'VIEW.TXT'. Another example would be if you want to see all priorities. Within each ì priority, let's say, would be ordered all zip codes. Within each zip code, ì in turn, would be records sorted by first name. Here are the codes to ì enter, and in this order: '11', then '8', followed by '3' Upon completing this selection, you can also invoke the Counter option, ì whereby you identify and count how many items are within any one sort. ============== | OPTION 8: | ============== "8) Graph date of entry"è You can select a graphical image of the data of entry for the two main ì files. Your choices are: 1 = Patient file 2= ACTIVITY file Option 8 displays a graphics image of bars and symbols to show you what the ì date of entry was for records you had entered for any 14 day period. This option is intended as display-only, unless you have a graphics printer ì to which you "dump" the image by pressing [SHIFT] [PRINTSCREEN].