CTL Confirm-IT2 - Manual (Page 3)

Table of Contents
i
INTRODUCTION............................................................................................................. 1
Overview of Confirm-IT2 (also referred to as “CI2”) .................................................... 1
Figure 1 Confirm-IT2 “Yesterday and Today’s Appointments Main Screen ............ 2
GETTING STARTED, “The Basics”.............................................................................. 2
Assumptions.................................................................................................................... 2
Sign In ............................................................................................................................. 3
Figure 2 Confirm-IT2 Password Sign in Screen ........................................................ 3
Figure 3 Confirm-IT2 “Yesterday and Today’s Appointments Screen...................... 3
About The Main Appointment Confirmation Status Screen....................................... 4
Figure 4 Main Appointment Status Screen ............................................................... 4
Using Confirm-IT2 (Import Modes) ............................................................................... 5
Figure 5 Import Appointment Manager Manual Import ............................................ 5
Figure 6 Manual Import Interaction Window ............................................................ 6
Figure 6a Procedure ID to Name Cross Reference Table .......................................... 6
Viewing and Printing Confirm-IT2 Reports .................................................................. 7
Drop Down Menus.......................................................................................................... 8
Figure 7 Confirm-IT2 Pull Down Menu Tree Diagram ............................................. 8
Confirmation Report ....................................................................................................... 9
Figure 8 Callout Confirmation Report ....................................................................... 9
Appointment Report...................................................................................................... 10
Figure 9 Appointment Report Right / Double Click Options .................................. 10
Figure 9a Open or Purge Selected Marked Appointment(s) .................................... 10
Inactivity Report ........................................................................................................... 11
Figure 10 Inactivity Report ...................................................................................... 11
System Cancel Appointments Within a Date Range ................................................... 11
Reminder Note Pad......................................................................................................... 12
Figure 11 Personal Reminder Note Pad For the User ............................................. 12
Help Menu ....................................................................................................................... 13
Figure 12 About Confirm-IT2 & Software Version................................................. 13
Exit Confirm-IT2 .......................................................................................................... 14
Figure 13 Exit Confirmation From Auto Import Mode............................................ 14
User Options .................................................................................................................... 14
Notification Callout Options .......................................................................................... 15
Figure 14 Typical Notification Option Parameters .................................................. 16
Figure 15 Typical Notification Option Parameters (Continued).............................. 16
Using the Message Record Graphical User Interface.................................................. 17
Recording Notification Voice Messages Using the GUI.............................................. 17
Figure 16 Appointment Options Message Playback Screen .................................... 17
Figure 17 Notification Option Types Pull Down Menu........................................... 18
Figure 18 Record/Upload Options TAB Screen....................................................... 19
Figure 19 Using the Record Button to Record a Message ....................................... 20
Figure 20 Listen to Messages Stored in the Server .................................................. 21
Customer / Patient Manager.......................................................................................... 22
Searching For a Patient Appointment Profile ............................................................... 22
Figure 21 Patient Manager Screen .......................................................................... 22
Refine Search, Search Again ........................................................................................ 22
Figure 22 Search Results – Search Again ................................................................ 23
Customer Manager Advanced Tab Screen ................................................................... 23
Figure 23 Customer Manager Advanced Tab Options............................................. 23