Print screen: To print the currently active screen, select File > Print Screen from the menu bar and the screenshot will be sent to the printer. You may also press the [F2] function key on your keyboard to perform the print screen function.

Printing data: To print any data on the screen, right-click on it and, from the pop-up menu, select the ‘Print…’ menu option (Fig. 4). This will print the selected data only.

In addition to ‘Print…’, this pop-up menu will have options to ‘Cut’, ‘Copy’, ‘Paste’, ‘Select All’, ‘E-Mail…’, ‘Filter…’ and ‘Save As…’. The ‘Cut’, ‘Copy’, ‘Paste’ and ‘Select All’ options are only enabled when on an editable data field. ‘Cut’, ‘Copy’ and ‘Paste’ are also available by selecting ‘Edit’ from the menu bar.

Selecting ‘E-Mail…’ and ‘Filter…’ opens separate screens where you can e-mail data or filter the screen selection accordingly. The ‘Save As…’ option allows you to save the record selected to a file.

Keyboard navigation: The [Ctrl] and [Alt] keys on your keyboard can be used as shortcuts for accessing the menu bar and key fields in all windows. For example, the Patients module can be accessed by pressing [Ctrl] + [P]. To see what shortcuts are available on any given menu, press the [Alt] key and the appropriate shortcut letter will be underlined on each item.

Pressing [Enter] on your keyboard is the same as clicking OK in an active window.

Pressing [Esc] is the same as clicking Cancel in an active window.

Pressing [Tab] moves the focus to the next data field. Pressing the [Shift] and [Tab] keys together moves the focus to the previous field.

Pressing the [F1] function key on your keyboard displays the relevant help topic on the active window. It is the same as selecting ‘Help’ from the toolbar or selecting Help > Help Topics from the menu bar.

Calendar controls: Users can enter dates by clicking the drop-down icon next to date fields (Fig. 5). The date that they pick is automatically entered and formatted in the associated field. Change the month by clicking the upper > and <. Change the year by clicking the lower > and <.

Data grids: Data grids can be sorted by clicking the header of any column displayed. For example, on the grid displayed on Fig. 6, clicking the ‘Last name’ header sorts the patient records by their last name. To toggle between ascending and descending sort orders, keep clicking the same column header.

Once you have found the record that you want to use on a data grid, you could double-click on it or click to highlight the record and then click Select or Modify to work with it.

On any data grid in the system, the user can right-click on a column heading and hide or unhide columns for future searches by clicking the checkboxes next to their names. This gives the user the ability to set their own layout for the information that the grids display. By default, the system will remember the user settings for the data grids. To turn this feature on or off, go to File > Setup > Company Information, select the ‘Settings’ tab and check the ‘Remember Column Settings’ checkbox. Click the ‘Save’ and ‘Close’ icons on the toolbar after you’re done making changes to this screen. You may be prompted to restart the application before the changes take effect. For more information, refer to the Company Information Setup section in the next chapter.