1. If you do not see the Menu Tree in the Side Panel, click the Patient Entry button to display the Patient Control Menu.
   Tip:  This step is required if you are currently working in Scheduling.

2. If you want to work with a different patient:

1. Enter a patient Account Number in the  Patient Reference Panel.
   Tip:  The Window Level Shortcut Menu lists the last 10 accounts used.  To quickly switch to an account in the list, right-click anywhere in the INSight window, and then click the Account Number.

2. Click Patient Load , or press [ENTER] if the button is in focus.
   Tip:  If you are working in a Patient Entry window and change Account Numbers, the program reopens the same window for the patient you specified.
    

3. If the Transaction Details Window is not the active window, click Transaction Details (under Inquiries) in the Menu Tree.

 

 

To create a new record choose one of these methods:

• Enter the new Code/ID and click Retrieve , or press [ENTER] if the button is in focus.
  keyboard shortcut:  [ALT + t]

• Or, enter the new Code/ID and click File from the Menu Bar; next click New.
  Keyboard shortcut:  [ALT] [f] [n]

Author Notes - New may work differently in some file maintenance routines.   For example, File, New does not work in Voter Registration.

The button image and shortcut for retrieve are not the same in all modules.

Tip:  To indicate that you are building a new Anything, displays near the Code/ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

 

 

CAUTION:  To avoid losing data, you must save new or changed Anythings.

1. To display the record to be changed, enter the Anything Code/ID and click Retrieve , or press [ENTER] .
   keyboard shortcut:  [ALT + t]
   Tip:  If you do not know the Code/ID, you can click Search to see a list of Anythings.

Author:  The button image and shortcut for Retrieve are not the same in all modules.

2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

3. Enter the data changes.

4. To complete the edit process, click Save , or press [ENTER] .
   Keyboard shortcut:  [ALT + s]

 

 

1. To display the record to be deleted, enter the Anything Code/ID and click Retrieve , or press [ENTER] .
   keyboard shortcut:  [ALT + t]
   Tip:  If you do not know the Code/ID, you can click Search to see a list of Anythings.

Author:  The button image and shortcut for Retrieve are not the same in all modules.

2. Click File from the Menu Bar, and next click Delete.
   Keyboard shortcut:  [ALT] [f] [d]

3. At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
   
   Example:
   
   
   
   Note:  After you click Proceed, you will see the following message on the Status Bar.