General Navigation
Customize User Profile
My User Profile Customize your User Profile/Change Password. Do not forget to Save the screen after making changes. This only affects your screens. Select your Username at the top of the page to the right of the Practice Name. User ...
General Navigation Articles
General Navigation Overview Customization Customize User Profile Hide or Collapse the Left Side Menu Data Entry Tips Icon Menu Shortcuts Navigation Box Shortcuts (Go-Cuts) Keyboard Shortcuts Show Me How/Help Topics
Show Me How/Help Topics/Smart Tips
Show Me How/Help Topics/Smart Tips Located on the Title bar at the top of the screen, you have access to Help Topics. These will appear as a Show Me How link which gives you access to Knowledge Base Documentation, Videos, and PDFs. Show me How is on ...
Data Entry Tips
Tips for Entering Data in the System Address Fields: Entering the Zip Code will autofill the City and State fields. The State and Zip code fields will autofill when completing the City field unless there is more than one zip code for the city. ...
General Navigation Overview
Primary Menus This section gives an overview of navigating the System. First time users should use this section in coordination with their training. New Employees can use these topics to familiarize themselves with the System. Getting a good ...
Hide or Collapse the Left Side Menu
To expand the working area of all screens, the Left Side Menu is collapsible. Access to the ‘Go-Cut’ box is retained. Hide the Left Side Menu The green arrow used to hide the panel appears when your mouse hovers over the Left Side Menu. Click the ...
Icon Menu
Top Right Icons The Icon Menu is located on the top right of your screen and features Shortcut Icons commonly used System functions. The available Icon Menu items are available based on your Permissions. In order of left to right: Icon Description ...
Navigation Box Shortcuts (Go-Cuts)
The following table shows shortcuts to use in the Navigation Box (Go-Cut). The Navigation box is located in the top-left of your PM system (Ctrl+Ctrl Go!). You can also click Go! in the box to get a list of shortcuts to use in the Navigation Box. ...
Keyboard Shortcuts
The System is designed for navigation with a keyboard in combination with a mouse. The following table shows shortcuts to navigate the system using your keyboard. Shortcuts Using Your Keyboard Shortcut Description Reference Batch 'Ctrl+Home' to open ...