LOG ON TO THE SYSTEM

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To acquire security clearance to use the program, you should log on. This process is normally done automatically upon program startup. A window will appear asking for a password. Enter your password to obtain access to the system.

If the program is already in operation, choose Logoff from the File menu first to log off the previous user. Then, choose Logon Access from the File menu and enter your password.

CHANGE PASSWORDS

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Passwords can be modified through the Administration » Security menu item. Simply open the security window, click in the toolbar and change the password.

If the program does not allow access to the Security menu item, then contact your site administrator.

RESET ALL PASSWORDS

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1 Choose Administration » Security. This brings up the Security window.

2 Click on the rightmost button in the toolbar. This will erase all passwords.

RESTRICT ACCESS TO THE PROGRAM

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1 To restrict access to certain users, choose Administration » Security. This brings up the Security window.

2 Click in the toolbar.

3 In the list, locate the target. Beside their name and password, there are six check boxes. Disable the check boxes that correspond to the areas of the program that this user will not have access to.

4 Click in the toolbar to save your changes.

DELETE A USER FROM THE SYSTEM

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1 To restrict access to certain users, choose Administration » Security. This brings up the Security window.

2 Click in the toolbar.

3 In the list, locate the target. Place the insertion point in their entry.

4 Click in the toolbar.

ADD A NEW USER TO THE SYSTEM

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1 To restrict access to certain users, choose Administration » Security. This brings up the Security window.

2 Click in the toolbar.

3 In the list, place the insertion point in the password field of the last entry in the list and press tab. This will create a new entry.

4 Type in the name and password.

5 Click in the toolbar. The program will acknowledge the new user's name and password.

VIEW A LIST OF EMPLOYEES

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There are two ways to do this.

In the Employee Information window (choose Administration » Staff » Employees first), click on the second button from the right.

1 Select Administration » Payroll. This will produce the Payroll menu in the menu bar.

2 Under the Payroll menu, select Employees

ENTER AN EMPLOYEE RECORD

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1 Choose Administration » Staff » Employees. This will open up the Employee Information window.

2 Click in the toolbar.

3 Enter the employee's personal information into the fields provided.

4 Enter any notes about the employee into the field on the bottom.

5 Click when done to save your changes.

Note that these steps must be completed before entering wage information. Once the employee's record has been entered and confirmed, click on the Salary button to set the salary for this employee.

ENTER A NEW DENTIST RECORD

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1 To enter a new dentist's profile into the program, choose Administration » Staff » Dentists. This will open up the Dentist Information window.

2 Click in the toolbar.

3 Enter the dentist's personal information into the various fields.

4 Click in the toolbar to finalize your changes.