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Starting your first Database
work in the 'Patients' window
remember - Registered users may
need to run their Registration module again if they delete all
records, and are importing more than 50 records
after playing around with the trial
records u will want to create your own database; if u want to
start afresh, follow the instructions below and delete ALL, but
only do this if you're sure u have no patient records u want
to keep or accounts files dependant on those patient numbers -
if u want to save some records you've already created u must
first isolate and save them...
1/ mark those records u want to save
- individually by, for example giving them a unique tag:
type 'zebra' in the 'further notes'
field of each record u want to mark and save
then 2/ click 'find' and type 'zebra'
in the 'further notes' field, and click 'find' again and u will
have a found set of the records u want to keep. (check that u
have all the records u want then)
3/ choose 'export records' from 'File'
(top Menu - left), and export your set to save (
choose tab - see importing & exporting
for more info if u need to) (give the file
a unique name - 'zebra', for example)
4/ repeat this proceedure for the accounts
file if u need to save associated accounts; if u have only a few
accounts records under 50 for example, it's probably easier to
save all of them and delete the ones u don't need later on - click
the accounts button (from the 'patient'
view - accounts button in the centre) and
choose 'export records' from 'File' (top Menu - left), and export
your set to save ( choose tab - see importing & exporting for more info
if u need to) (give the file a unique name
- 'bat', for example)
and then u can delete all the records
as below......
A/ To
delete all
records and accounts
click (in Reception
mode -Click 'Menu' then the orange 'Patients' button, then
choose 'New Database - Danger' from
the 'Rhubarb' menu (at the top)
only do this if you're sure u have
no patient records u want to keep or accounts files dependant
on those patient numbers (see above)
B/ now u can start your new database....
u should have 1 new record which u
can fill in, and any new records created will automatically have
consecutive patient numbers, if u click the new record button..
remember - Registered users may
need to run their Registration module again if they delete all
records, and are importing more than 50 records
that's it, you're done!! unless..
C/ u now want to import your saved
set - 'zebra' (and 'bat' -if applicable)
1/ you must first delete this 1 new
record by clicking the delete record button (mid right of 'new
record' button, to delete the one and only record that was created
after clicking 'New Database - Danger' from the Rhubarb menu (at
the top)
2/ choose 'Import Records' from File
(top Menu - left) - Choose your saved zebra file and follow the
instructions
3/ ALWAYS after importing, to ensure
that new record numbers are not going to clash with existing numbers,
- choose 'new next record number' from the Rhubarb menu (at the
top) or the small pink asterisked button at the top right of patient
no. (to the right of 'Reset' below Exit) and all subsequent new
records will have a patient number incremented by 1 from the last
record number imported
4/ import the saved accounts set if
applicable; click the accounts button (from the 'patient' view
- accounts button) and choose 'Import Records' from 'File' (top
Menu - left), and import your 'bat' set, go thro them deleting
the ones u don't want, ie/ the blank ones and then press the Reset
button at the top to resync the accounts. go back to patients
and you're done!
to backup all files - simply copy
the whole crystalsolutions folder to a new folder giving it a
date and new name
using copy or duplicate command
from your PC or Mac desktop
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