Chapter 1: Introduction to the Manual

Introduction

We designed this easy-to-use manual for you, the discerning Center Owner. If you read this manual, we promise you'll save time in the long run. Think of this manual as the road map to your Computer Appointment Verification business. You can plan your trip to save time and effort. It won't take long to read through this manual, and it will save you time later.

We structured this manual so you can read through the first few chapters and start using the program, bare bones style. The rest of the manual fleshes out the basics of the program. We go over what you need to do to:

• Add a new client

• Save client information

• Modify information

• Make notification calls

• Bill clients

• Print client reports

How This Manual Is Organized

The chapters in this manual are divided into four sections:

Section	Chapters	Purpose
I.	2-3	An explanation of the purpose of the program and the usage of the screens, window controls and the entry fields in the client form
II.	4-6	Using the program to add and modify clients and client calling lists
III.	7	The procedures for making calls
IV.	8-9	The procedures for completing and printing reports and bills

How to Study the Introductory Chapters

The introductory chapters acquaint you with the concepts of Computer Appointment Verification and the Computer Appointment Verification window. You may read them at any time, with or without using the computer.

• Chapter 2 introduces you to the concept and principals of Computer Appointment Verification and tells you how to start the program, exit the program and how to use the program's on-line help.

• Chapter 3 introduces you to the menus and control buttons used in the program window.

• Chapter 4 explains the fields in the Client Information form and the client's Call Entry form.

How to Study the Procedural Chapters

• Chapter 5 explains how to complete the Client Information form and Call Entry form.

• Chapter 6 shows you techniques you need to make changes to the Client Directory and the client Calling List.

• Chapter 7 covers making the calls.

• Chapter 8 explains the reports and how to generate them.

• Chapter 9 covers how to generate and print the client bills.

How to Study the Appendices

At the back of the manual you will find additional information that you may find useful when using your Computer Appointment Verification program. That information includes:

Appendix	Title	Purpose
A	Installing the Program	How to add the Computer Appointment Verification program to your computer if you did not buy a CBSI computer.
B	Personalizing the Program	How to add your company name and address to the program so that your company name appears on the reports.
C	Recording and Playing	The basic techniques for recording and playing that are used in CBSI programs are reviewed here.
D	Using the Chaining Feature	A detailed description of how to use the chaining feature to reroute a call to another CBSI telephony application.
E	Short-cut Key Combinations	A chart of all the basic Keyboard Commands for common functions of the program.
	Glossary of Terms	A one-stop reference guide to all the special terms used in this manual.

How Each Chapter is Formatted

The chapters 5-9 have a similar organization. As you study these chapters, you will notice that each one is divided into five main parts:

• Introduction

• Concepts

• Procedure Overview

• Detailed Directions

• Practice and Review

Introduction

The introduction tells what is contained in each chapter. It also provides definitions of terms used in the chapter.

Concepts

This section of the chapters discusses the concepts you will be using and learning.

Procedure Overview

This is a description of the information presented in the chapter. The overview serves two purposes:

• It provides a quick reference after reading the chapter.

• Experienced computer users may find that it provides all the information needed to successfully use Computer Appointment Verification.

Detailed Directions

We include a Detailed Directions portion of each procedural chapter for the less experienced user. This section provides step-by-step instructions for using part of the Computer Appointment Verification program. Although the new computer user will want to study this entire part, it will later become a valuable problem solving tool for any level of experience.

Practice and Review

This section is a tutorial. We will provide the information and you will use that information to gain "hands-on" experience in using the CAV program.

Graphic Conventions Used in this Manual

Windows programs allow you to use either a mouse or keys to move about the screens or to select options. When you see an instruction like this: SHIFT + F1 you are being shown keys on your keyboard or are being instructed to press keys on your keyboard.

	When you see a button in the left margin, you are being told that clicking that button will start the action or procedure under discussion in the adjacent paragraph.
	When you see an italicized note in the left margin, we are providing a warning or other useful information that relates to the discussion in the adjacent paragraph. If we want you to type some information in a field, we will show the information you need to type: In this manner.

If a period (".") follows the information, do not type the period.

If You Have Problems...

This section contains the number for Technical Support, as well as some procedures for you to follow before you make a call to Technical Support. You should carefully read the appropriate chapters in this manual to attempt to solve your problem before you call for technical support. However, we do understand that the manual may not provide an answer, so please call. We will gladly help you.

Before You Call

Before you call Technical Support, there are a few things you can do to help our Technicians provide you with prompt and efficient service:

• Know the name and the version number of the program with which you need help. You can get this information from the label of the install disks, or by selecting the About option from the Menu bar of your program. Problems and their solutions vary from version to version.

• You need to know your computer well enough to tell the technician about your computer's hardware.

• Prepare a description of your problem, such as what you were doing when you encountered the problem. It may also be helpful if you write out the steps that you took to get the problem. The more detail you can provide, the better the chances are that our technicians can identify the cause of the problem.

• Write down the exact wording of any advisory messages you encounter. Our technicians can trace and solve most problems using these messages. These messages are oftentimes the key to proper diagnosis.

• Be at your computer when you call! Technical Support walks you through the steps that created the problem, and also shows you the correct way to do what you want to do.

Calling Technical Support

If you encounter any problems during the installation or running of your Business Manager Program and you cannot resolve the problem by reading this manual, call our Technical Support Department at:

• (615)-874-9495

• Weekdays--8:00 a.m. to 6:00 p.m. EST

• Saturday--9:00 a.m. to 6:00 p.m. EST