Getting Started > Using the Workspace > Using the Main Menu Bar

System Menu Commands

Use the System menu to configure system settings, change your log-in and password, switch license files, select forms, set up and maintain fees, configure Patient Statistics report settings, review data file statuses, reset Wizards, update client files, and dictate what special fields can be updated by users. You can also customize medical history, title bars, background colors, discount schedules, and PracticeToGo.

The System menu commands are:

• Change System Settings:Change System Settings:Configure settings and options for the following areas of the software: general system, security, billing statements, insurance, recare, scheduler, HIPAA options, contact notes, treatment plan financial arrangement notes, treatment plan comments, customize postcards, CPT code classes, category codes, time card preferences, printer and WP, video capture options, and KIOSK configuration options.

• Clock In:Clock In:Display the Clock In window, so you can clock in.

• Clock Out:Clock Out:Display the Clock Out window, so you can clock out.

• Change Login:Change Login:Log into the software as another user.

• Change User Password:Change User Password:Change the password of the currently logged-in user.

• Change Working Office:Change Working Office:Toggle between the working offices. This command is enabled only if you purchased a multi-office license.

• Switch License Files:Switch License Files:Switch license files. This command is enabled only if your configuration uses multiple license files.

• Form Selection:Form Selection:Select billing statement, walkout statement, budget coupons, prescription forms, routing slip, treatment plan, electronic statement, and daysheet forms.

• Fees Maintenance:Fees Maintenance:Copy, change, and update fee schedules; update Bluebook fees, copy Bluebook fees between plans, copy the allowed amount from plan to plan, install or update CPT-4 procedure codes, enable CPT code formatting, and reset the insurance plan CPT version.

• Patient Visit Statistics:Patient Visit Statistics:Configure the Patient Visit Statistics reports.

• File Status:File Status:View a list of software data files.

• Startup Preferences:Startup Preferences:Select which window is automatically displayed when you start the program and set additional default settings.

• Reset Wizard Setting:Reset Wizard Setting:Select which wizards are displayed.

• Modify Balance:Modify Balance:Edit account balance amounts.

• Special Edit Field Enable:Special Edit Field Enable:Edit fields that are protected by the software.

• View Audit Trails:View Audit Trails:View audit trails for transactions, scheduling, prescriptions, charting, security, PracticeToGo, reports, and archived transactions.

• View Network Users:View Network Users:View machines used to access the software.

• Customize Medical History:Customize Medical History:Add, edit, and delete conditions.

• Customize Document Categories:Customize Document Categories:Create, edit, and change the display order of document manager categories.

• Customize Titlebars:Customize Titlebars:Change the appearance of the title bars.

• Customize Background:Customize Background:Select the background color displayed in the workspace.

• PracticeToGo:PracticeToGo:Select a platform, set user preferences, and configure system settings for PracticeToGo.

• Amazing Charts:Amazing Charts:Enable and configure the Amazing Charts software.

• Modules:Modules:Enable, select options, and run reports for additional modules.

• Referral Categories (1):Referral Categories (1):Create and edit referral categories for use in the Referral Source Analysis report.

• Discount Schedule:Discount Schedule:Add, edit, and delete discount schedules.

• Update Client Files:Update Client Files:Select directories that need to be updated.