Edit

The system has numerous edit screens which all work the same way as the following example (the Customer Information edit screen).

The screen consists of three areas:
(1) basic information - this area contains the things that there is only one of for the item being edited

(2) the bottom buttons as follows: (there may be others as well but these are the standard ones)
Apply - update the item with the changes made but do not close the screen
OK - apply the changes made and close the screen
Cancel - close the screen losing any changes made. Note that if you have previously used Apply, then the 'applied' changes will not be lost.

(3) the tab area - this area contains the tabs for the sub-items of which there are usually more than one - in the above example there are 7. The tab area consists of three or more sub-areas as follows:

(4) the tab buttons as follows:
Add - add a sub-item - you will be able to enter it's details, and if you then click Add a second time, those will be accepted and cleared to allow you to enter another sub-item. Note that the tab button line will sometimes contain pull-downs that allow you to select the type of sub-item being added - in the above example you can see that there is a pull-down to select the type of contact.  If so, you will need to select the type before clicking the Add button.
Delete - delete the current sub-item
Previous and Next - these are used to navigate backwards and forwards though the sub-items changing the currently selected one. The buttons will be disabled (greyed out) when you are at the beginning/end of the sub-items.

(5) sub-item table - this displays the sub-items - click on one to select it

(6) sub-item details - here you can enter/view the details of the current sub-item

(7) sub-item tabs - if needed there will be tabs here to allow the editing of part of the sub-item. In the above example you can see there is a Purpose tab to allow the purpose of the contact to be set.

Email

All the Write Email screens look like the following:

(1) At the top there are a set of buttons:
Send - sends the email
Template - fills the email subject and text with content from a template
Attach - allows you to attach a relevant document (a select window will open allowing you to  find the required document from those belonging to the current customer/supplier/etc)
Attach File - allows you attach any file (a browse window will open allowing you to select any file on your computer)
Cancel - cancels the write email operation

(2) the From/To/CC/BCC/Subject block:
From - will display the preferred email address for the current Practice Location, but if you have multiple email addresses defined, then you can use the pull-down to select another. For example:

Note that in the pull-down, the name of the Practice Location is shown in brackets - but this is removed when the address is selected.
You cannot enter an arbitary From email address - you must use one of the practice location's email addresses selected from the pull-down.

To/CC/BCC - you can either use the pull-downs to select an address, or enter addresses directly.
If you use the pull-downs then the selected address in the pull-down will replace any existing address(es).  All relevant addresses will be shown. For example:

In the above case, the email was invoked from the Patient screen and hence includes the referring vet addresses. If this was invoked from the Customer screen, then the vets would not be shown. So use the pull-downs for quick and easy selection of the relevant addresses.
Note that in the pull-down, the name of the entity is shown in brackets so that you can see where the address is coming from. Hence the 2nd line shows Bill Bourke, but we know that this must be an email address listed for the customer Bourke,Johanna.  Again, the name in brackets is not included when the line is selected from the pull-down.  The last two lines appear as shown because the veteast.com.au email contact has the email name 'Email Address', whereas the veteast[at]gmail[dot]com contact has the email name 'Veteast'.

For more flexibility, you can also either enter an email address (eg bloggs[at]gmail[dot]com) or enter all or part of a name (eg bloggs,fred or bloggs, or blo, or %,fred) and then press the Enter key.  If there is a single match this will be filled in. Otherwise the Address Book screen will be displayed showing the matches.  Note that as indicated by the last example, you can use % as a wildcard; %,fred will find all who have Fred (or Frederick) as a first name, whereas %fred would also find names (like Alfred,John) containing 'fred'. If you press the Enter key with the cursor positioned on an empty line, the Address Book will open showing all email addresses in the system.
You can use multiple addressees separated by semi-colons (;).
You must have at least one To addressee, the CC and BCC addressees are optional.

Subject - enter an appropriate subject. Note that this is a mandatory field.

(3) the Text area - enter the text of the email. To enter macros, use:

• Ctrl-M to insert the text of a macro (assuming you know its code)
• Alt-M to display available macros, and insert the text of the selected macro

Note that the text coming in from the macro expansion retains its formatting so that long lines will not be wrapped at the margin, and any spaces at the start of the line(s) or within the line(s) will be retained. Thus columns and indents are preserved.

(4) the formatting controls - each of the icons has a top tip, so hovering the mouse over an icon will tell you what it does. The three boxes with pull-downs above the icons allow you to select the style, font and size respectively.

(5) the attachments area - as you add documents and files, they will be shown here. Note that if you want to delete one on them, click on the attachment to select it and then press the Delete key. Actually it's a little more tricky than this.  When the item is first attached it looks 'white' like the following: . If you click it in the middle (or anywhere except the icon at the left end), then the attachment becomes selected and the background goes cream like: . You can now press delete to delete it.

If you click on the icon at the left end, then the item will be downloaded to your browser (and displayed if possible).

Address Book

Below is an example of the Address Book screen.  The user has entered just 'sm' as the email address - the system checked and found more than one matching name and displayed them

Click on the required line to select the addressee. Alternatively enter a new search string and press Find.

If the Type is left at the default 'All', the address book shows all types.  You can use the pull-down to select just say Users (if you were looking for a staff member).

Note that the search is done on the name of the contact, not the email address or the email address name.

If the contact has an email address name, then this will be shown in brackets.  In the above, all the matching contacts have an email address name except the Supplier(Person) on the second line.  We can also see that Mrs Kay Smith is in fact a second email contact for the customer Smith,Michael. Note that the user SM has been included because his user name is SM, although he is Dr Sam Michaels.

Template

The Template button displays a list of the available templates that may be used to fill emails with content.

If a template has parameters, these will be prompted for.

Print

When you press the Print button on a screen, a window will appear as follows:

The fields are:
Printer - shows the default printer for your current location - if this is defined (see Administration|Organisation|Practice Location), otherwise the first available printer. Use the pull-down to select the required printer.
Copies - set the number of copies required

Press OK to print on the selected printer. Press Cancel if printing is not required.

The Preview button will generate and display a copy of the document in your browser. Note that on most screens that have a Print button that invokes this screen, you can use the shortcut Alt-V to immediately preview the output without calling up this screen.

The Mail button will generate a copy of the document and bring up an email window so that you can email the document.

Select

The Product Select screen below is a typical select screen - all the select screens work the same way and have a similar appearance. But see the Mode discussion at the botton of this page.

First - this is the screen in its 'empty' state - ie before the Find button has been pressed.

If you press Find with nothing in the search field then it will return everything and we get the screen below.

The components are as follows:
(1) The Select area - this is where you define what you are looking for - it is not exactly the same on each select screen, but all have the same components:

• a pull-down list of what to search (this is not always present) - in this case you can select the type of product to search
• one or more boxes in which to enter the search value - this this case there is only one since you can only search by product name. In these you enter the search term: you can enter nothing (will return all items), or the first few characters of what you are looking for. Note that the case does not matter, ie 'b' or 'B' will both find items starting with 'B' or 'b'. You can also use wildcards.
  Note that if you press the Enter key immediately after keying something into the search box, the system will react as though you had clicked the Find button and perform the search.
• a 'Search Identities' checkbox - checking this searches the item's Identities rather than their names
• an 'Active' pulldown list - this can be set to Yes (active items only), No (Deactivated items only) and Both. The latter setting causes the Active column to be included indicating whether or not the item is Active.
• a Find button - click this (or press Alt-F) to perform the search

(2) The Page navigation area - this appears whenever there are more than 20 items found. Click the First or Last icons to jump to the first or last pages; click the Previous  or Next icons to go to the previous or next pages; use the page number pull-down to go to a specific page. The 'of at least N' comment will initially display the full number of pages if less than 4 (ie less than a total of 60 items), but if there are more, then it will not display the full number of pages until you go to the last one.

You can also use the PgUp and PgDn keys to move to the previous/next page - but for these keys to work you must have an item in the item display area (see below) selected.

(3) The item display area. This is arranged in columns. In many cases you can click a column header to sort the items by that heading. Clicking it again will reverse the sort order. A small up or down arrow will show that the column is sorted and in which order. In this case the items are sorted in ascending order by Name. Note that not all columns will be sortable. If you click the column heading and nothing happens, then you can't sort by that column.

You select an item by clicking anywhere in its row or you can move the blue highlighting using the up & down arrows. See also the Mode discussion below.

(4) The Button area. Here you can see that there is one button, Cancel, but sometimes there are more. See also Common Buttons.

Mode
The select screens operate in two modes, 'select an item', and 'display'. You can tell which by the buttons at the bottom of the screen - if there is a Cancel button then you are in 'select an item' mode, and you will have got to this select screen from the previous screen by pressing the select button, or a binoculars icon.  If there is no Cancel button, then the screen is in 'display' mode, and you will have to got to this screen via the menu, for example you clicked Products on the top line, or Workflow|Messaging, or Administration|Templates, etc.

In 'select an item' mode, clicking on an item will select the item and return you to the previous screen. Pressing the Enter key selects the blue highlighted item (and you can move this with the up/down arrow keys) and returns you to the previous screen

In 'display' mode, clicking an item selects it. If there is an Edit button, then a second click opens it for editing. Similarly, with the keyboard you can use the up/down arrows and then press Enter to select the item, and if there is an Edit button, pressing Enter a second time opens it for editing.

Upload File

This window is displayed when you need to upload a file.

Press the Browse button to browse for a file, then Send to upload it.