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How to Get Started Using AcuBase

Saturday, April 12, 2008
Posted in: AcuBase and Trigram Stuff

 What follows is a run-through of how to set up and use AcuBase Pro from the get-go.  Follow these directions to get up and running and optimize your AcuBase experience in a hurry.

There are many ways of approaching the use of a practice management system. We’d suggest you do the following, in order:

1. Start by reading through the AcuBase Pro documentation, provided as an Adobe Acrobat (PDF) file. The AcuBasePro.PDF file may be found in the AcuBase Pro program folder on your computer, as well as on the program CD (in the Documentation folder), and/or on the Trigram.com website under the Demo section. You may also download it by clicking here. Follow along in the program and play around a bit before getting too serious in order to get comfortable.

2. When you are ready to use the program, start by going to the Settings/Preferences section (the wrench icon on the top-right side of every screen) and fill out as much Preference information as you are able. You may always go back and change these settings.

3. Once you have filled out the basic Preferences, add some patients and fill in their billing preferences under the "Cases" section for each patient. Then, when you begin creating invoices, your patients’ preferences will show up properly.

4. Jump in! And remember that your program will expire in 30 days if you are an unlicensed user. Contact Trigram Software when you are ready to purchase a license, or to renew your license at the end of each 12-month period. Once the program is licensed, all data already entered into the program will continue to be accessible--you do not need to reinstall anything. To purchase a license, go to the Purchase link; call us at 1-888-4ACUBASE or US +1.510.654.3268; or e-mail

 

Getting Around in AcuBase Pro

The five main topic tabs at the top of the screen are Patients, Invoices, Reports, Inventory, and Calendar. These tabs represent the core subject areas of the program, and each is given its own chapter in the user’s manual and on-screen help.

Back and Forward buttons at the top-right part of each screen will allow you to move backward and forward through previously viewed screens.

The Settings button (which looks like a wrench in the upper-right hand side of the screen) will take you directly to the program preferences. The Settings section of AcuBase Pro is the central repository of your preferences for the way your practice interacts with the many different functions of the program. We recommend that you fill in as many of the Settings options as possible before you begin using the rest of the program, as options set up in Settings cascade down through all aspects of AcuBase Pro. Click on the wrench icon to go there first after viewing this Welcome screen.

A Help button is available at the top-right of every screen, and looks like a question mark (?). This button takes you to context-sensitive help for whichever screen you are looking at. More detailed help may be found in the AcuBase Pro User’s Manual, which was installed with your program and may also be found on the AcuBase Pro Installation CD. AcuBase Pro also employs "mouse-overs" to assist you. Simply leave the mouse pointer over a field or button to get more information about that field or button.

 

Enabling (Licensing) Your Program

AcuBase Pro is packaged as a fully-functioning program for up to 30 days; after 30 days, you are required to enter a license code, provided by Trigram Software. AcuBase Pro is licensed and renewed on a yearly basis, with different license fees depending upon whether you are using the program on only one machine or on a network. Upon registration, you will be given a license code, which may be entered on this Getting Started screen, in the program Settings, or when the program expires and pops up a licensing option. Simply click on the License button to enter the code. Expiration information appears in the Settings section of the program.

To purchase a license, click here; call us at 1-888-4ACUBASE or US +1.510.654.3268; or e-mail .

 

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