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Getting Started in Manage User Guide

Introduction

 

Welcome to Auditdata Manage. The purpose of this document is to provide an overview of getting logged in and navigating around your Office Management System (OMS).

 

  1. Glossary

  2. Acronym/Term

    Meaning

    A/R

    Accounts Receivable – money owed by patients

    BP

    Best Practice – recommended

    DC

    Daily Close – capture sales and purchasing data for export to Navision or Xero

    EDI

    Electronic Data Interchange *Accounts Payable expertise required

    FAQ

    Frequently Asked Question – press Ctl and F on the keyboard and search for FAQ - tips

    FT

    Fast Track Invoice – for quick sales eg ear plugs, batteries.

    HA

    Hearing Aid

    LOC

    Location ie Clinic

    PM

    Payment Method

    SSL

    Suggested Sales List

    TRX

    Transaction – usually a financial transaction

  1. Key Terms

  2. Term

    Business Equivalent

    Account #

    Patient (Client) #

    Bill

    Supplier Invoice *Accounts Payable expertise required

    Bill Reference #

    Supplier Invoice # (or delivery docket if invoice not available)

    Funder

    Also known as 3rd Party payer, they fund or partly fund a Patient invoice eg health fund, govt dept.

    Order

    Purchase Order *Accounts Payable expertise required

    Lead

    Prospective Patient

    Patient

    Client

    Physician

    Medical Doctor

    PROD

    Manage ‘Production’ – your live data environment for managing Accounts Receivable

    Quote

    Sales Order

    Specialist

    Clinician or Audiologist

    TRAIN

    Training system is provided to allow users to learn in a safe environment

    Vendor

    Supplier

 

  1. Navigation
Firefox is the recommended browser on which this document is based. 
The URL to log into Manage 7 has been provided to you. Paste it into the browser and enter.
To bookmark it in Firefox, click on the blue star at the end of the address: 
Name your bookmark eg Manage PROD
Click the drop down link at the end of the Bookmarks Menu and select Bookmarks Toolbar per this snip:

  

  1. Browser Pop up blocker
End Users will not not be able to print if this is not disabled for your browser 
In Firefox, click the 3 horizonal lines at the end of the URL row then click “Options”.
Search for and untick Block pop-up windows. Do the same in other browsers if in use.
  1. Sign In/Sign Out
Navigate via the Manage 7 URL provided to the Sign On screen and use your credentials to log in.
You will be prompted for the required environment:
Select PROD for your live system then SELECT
  1. Change Environments

Once signed in, you can change the environment if required. On the top far right click the Profile icon to do so. Ensure you have saved required data before proceeding:

Ensure you have saved all required data before proceeding:

  1. Signing Out
  1. On the far right of the screen, click on the Profile icon to log out.

BP: It is important to log out correctly using the "sign out" button to release the user license for later use.

  1. DASHBOARD 

The Dashboard has icons down the Left hand side of the screen allowing quick access to the various menus and functions. 

  1. SIDE-BAR
  2. Take a Tour of Auditdata
  1. This conveniently opens the Auditdata webpage on a new tab.

Whether using the links on the desktop or the sidebar to launch a function such as Appointment or Patient information, Manage 7 is now at your fingertips.

Highlighting each icon on the sidebar will show you other available functions. Examples:

  1. Clicking on the Scheduler shows existing appointments and allows the creation of an appointment:

Click on Patient on the sidebar displays a list of available functions:
Each open function stays on the ribbon:

  1. Functions and licensing

It is important to note that each function open on different tabs uses a session license. A user can only have four functions open  at one time. If an Exit icon exists, use it to exit the function and release your user license. 

Example: Click this:  

  1. Navigation

Auditdata Manage OMS uses some basic concepts throughout the software. If familiar with these basic concepts, you will be able to navigate more easily and maximize your benefit from the software.

The buttons and icons below appear throughout the system and have the following meanings:

 

 

 

 

Click ADD to add a record eg a Patient. In an invoice, click ADD to add a new row.

This CHANGE icon allows you to change a record. Move from ADD to CHANGE mode.

INSERT a row between two existing records eg on an invoice or quote.

Highlight a row or range of rows and click DELETE (F7) to remove the records.  May be at the top or bottom of a screen.

 Click CONTINUE (F3) to save entered data and move forward.

 Cancel the information entered and exit without saving.

Expand a grid record to exposing additional fields/detail. Click again to contract it.

 PRINT icon a report, a list or a form.

Search from a list or set of options. If it is beside a list, it will open the list. 

 View the calendar and select a date.

 Select a value from a list.

Click the Help Icon to navigate to Help or the Support Centre.

 

IT Overview

We support your Key Users. To log a support call, email support@auditdata.com. To call support  call +61 [0]2 66 855 300.

The aim is to document the issue well enough to enable us to replicate the steps taken to create the issue.  Doing so will promote efficient resolution times.

 

The email should  include Patient/Document numbers (but not last Name and DOB/address etc); also snips of screens and/or warning messages, and steps taken to replicate and attempts to resolve it. [Greenshot is a very good free snipping tool].