User manual PLAYMOBIL ZOO 3240

[. . . ] Alternatively, if you received a ConfidantTM Version 2. 0 CD, please insert it into your computer's CD-ROM drive. A box will open on your monitor asking Do you want to run or save this file?You may then receive a message asking Are you sure you want to run this software?A box will open: Welcome to the Confidant 2. 0 Setup Wizard. [. . . ] Click on the Print Patient Info button to view and/or print all of the current client's basic information. Click on the Print Invoice button to create and print an invoice for one or all of your clients, to cover services performed within any date range you specify. Click on the Print Label or Print Envelope buttons to create and print mailing labels or address an envelope for the designated client. Therapist Bob says: "Use the General Notes field to record any additional information you might want. For example, you might want to make take note of your client's presenting symptoms, favorite hobbies or even that he loves chocolate pecan ice cream so you can surprise him on his birthday! Contact Information This section contains additional contact information for your client. If this field is checked, the client invoices will be sent to the contact directly. If this field is checked, a copy of the client invoices will be sent to the contact. Therapist Bob says: "You may wish to consider checking the Send bill to contact field when your client is a minor. Not only will this will ensure that the responsible adult will be the one receiving the bills, but your client's privacy will be protected from the prying eyes of curious siblings. " - 10 - Insurance Information This section of Confidant allows you to enter insurance coverage information, for both primary and secondary coverage. Enter as much, or as little, insurance information as you want to. You can always add to, or edit, the information later on. - 11 - Session Page This section contains detailed session information for all of your clients. It contains various pull-down menus that allow you to quickly enter the session details, including Service Facility, Service Provided, CPT® Code, and Place of Service. In addition, you can record your session notes and retain them safely and securely. Click on the Session Notes button to print a copy of the current session. Click on the Payment Details button to access the payment details for the current session. Tip: When you select a Service Provided from the list of available services, Confidant will populate the CPT® Code list to suggest appropriate codes that correspond to the service you have selected. - 12 - Payment Details Screen This screen contains payment information for the currently active session for the current client. The default Amount Charged is based on the Basic Session Charge that you entered on the Client Information screen. All new sessions will automatically reflect this charge, although you can change it at any time by manually entering a dollar amount into the Amount Charged field. Click the Generate Invoice buttons to print an invoice for this client or a customized invoice for multiple clients. The Total Amount Paid field is automatically calculated. When you print an invoice for a client, the Date Billed information is automatically filled in. Tip: You can use the Amount Paid (Other) and Billing Notes fields to save additional payment information, such as partial payments or insurance payments. - 13 - Diagnosis Information ­ Axis I and Axis II On the Diagnosis (Axis I-II) card you can enter and retain your Axis I and II diagnoses, (including DSM codes), customize your Axis I and II drop-down menus, and more. (Please see below. ) For Axis I diagnosis, you may enter up to 4 diagnoses. (For example, when exporting client data on January 1, 2003, the system will suggest a file named clients_update010103. txt. ) This will make the files easier for you to identify later for importing. To accept the default file name, simply press <Enter> or click on the Save button. Importing Data Importing data will allow you to apply the changes made to the records that have been previously exported. If a record already exists, all data will be overwritten with the updated data. If the record does not exist, a new record, with the proper data will be created. - 21 - For each piece of data that is being imported, you will need to supply the name of the exported file. Therapist Bob says: "If you want to the past week's work home (not that I recommend that), you can save it on your floppy disk by either clicking on the export button or on Export Data in the Tools menu. Check off client and session data when asked to select the export data and take the floppy home with you. That evening (after a nice dinner) you import that same data onto your home computer by clicking either the import button or Import Data in the Tools menu. To bring the data back to your office reverse the process. (Or ignore all of the above, and simply buy a laptop!)" Data Backup and Recovery Introduction Confidant will automatically remind you periodically backup your data. How often you are reminded is determined by what you specify in the Backup Settings (located under Settings. . . By default, the system will remind you every 14 days. [. . . ] This will tell you which set of data is currently being copied. At any point, you may choose not to backup a particular table by clicking on the Cancel button rather than entering a file name and clicking Save. This will not cancel the entire backup process, only the backing up of the current table. - 22 - After you complete the backup process, Confidant will save the backup date and remind you when the elapsed suggested backup time has passed. The Recovery Process When you choose to recover your data, click on the Tools menu, Recover Data option. Similar to the backup process, you will be asked to specify the source file (i. e. : the backup file name that you now wish to copy into your database) for each set of data (i. e. : table) that is to be recovered. [. . . ]