Implementation Checklist

The following is a checklist for existing users upgrading to the 2.0 release and is aimed at both the person doing the upgrade and the administrators responsible for systems operations. 

It provides a list of things that you may need to do in order to take advantages of the new features in this release.  They are in no particular order. Note that the totally new features (such as the Online Booking) are not included here.

  • Revised reports and documents - some reports and most documents have been corrected and/or revised. ????? You should load the new templates. See also ????
  • Address formats (see Administration|Lookups|Address Format) - check these to see that they suit your requirements.
  • Reminders ?????
  • Improvements for multi-site practices - if you do have a practice that operates in more than one physical location, you will want to:
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