User's Guide to Computer Appointment Verification
Table of Contents
Chapter 1: Introduction to the Manual
Introduction
How This Manual Is Organized
How to Study the Introductory Chapters
How to Study the Procedural Chapters
How to Study the Appendices
How Each Chapter is Formatted
Introduction
Concepts
Procedure Overview
Detailed Directions
Practice and Review
Graphic Conventions Used in this Manual
If You Have Problems...
Before You Call
Calling Technical Support
Chapter 2: Computer Appointment Verification
Introduction
Overview
Terms
The Elements of Computer Appointment Verification
Client Directory
Client Form
Calling List
The Message
The Opening Speech
The Variable Information
The Closing Speech
Chain Application Options
Billing Your Clients
Reports
Computer Appointment Verification and Business Manager
The Elements of Your Business Manager Program
Starting Computer Appointment Verification
Using Windows 95
Using Windows 3.1
Windows 95 Vs. Windows 3.1
Program Title Bars
Program Menus
Ending Your Computer Appointment Verification Session
Windows 95
The X Button
The Exit Button
The File Menu
The Keyboard
The Window Control Bar
Windows 3.1
Using the On-Line Help Function
Starting Help
Exiting Help
Chapter 3: The Program Window
Introduction
Overview
Terms
Window Controls in Computer Appointment Verification
Menu Controls in Computer Appointment Verification
The Menu Bar
Pull-Down Menus
File Menu
Edit Menu
Browse Menu
Settings Menu
Help Menu
The Tool Button Ribbon
New Client Information Button
Save Button
Delete Button
Select Client Information Button
First Form Button
Previous Form Button
Next Form Button
Last Form Button
Print Button
Exit Button
Help Button
The Status Line
Chapter 4: The Client and Call Entry Forms
Introduction
Overview
Terms
The Client Information Form
Entry Fields
Entering Information
The Opening Speech
Using the Greeting Speech
Customizing an Opening Speech
The Closing Speech
Script Box
The Call Entry Form
Entering Phone Numbers
Smartmode Settings
The Calling List
Elements of the Calling List
The Calling List Controls
The Scroll Bar
Changing Call List Entries
Selecting a Call to Edit
Chapter 5: Completing Client and Call Entry Forms
Introduction
Overview
Terms
Adding a New Client
Using the New Client Button
Using the File - New Menu Option
Using the Short-cut Key Combination
Saving a Client Information Form
Using the Save Button
Using the File - Save Menu Option
Using the Short-cut Key Combination
Deleting a Client Information Form
Using the Delete Button
Using the File - Delete Menu Option
Using the Short-cut Key Combination
Adding a Call Entry
Using the Add Calls Button
Using the Short-cut Key Combination
Saving a Call Entry
Using the Save Button
Using the Short-cut Key Combination
Deleting a Call Entry
Using the Delete Button
Using the Short-cut Key Combination
Procedures
Accessing a Blank Client Information Form
Adding Client Information
The Recording Process
Recording the Closing Speech
Recording the Opening Speech
Recording a Speech
Saving the New Client Information
Playing a Speech
Entering Appointment Information
Practice and Review
View the Client Directory
Adding Clients
Recording a Message for a Client
Creating a Calling List
Chapter 6: Editing Procedures
Introduction
Overview
Terms
Viewing an Existing Client Information Form
Browsing Through the Client Directory
Using the Buttons on the Tool Button Ribbon
The First Form Button
The Previous Form Button
The Next Form Button
The Last Form Button
Using the Browse Menu
Editing Client Information
Changing Client Information
Editing the Calling List
Locating a Call in the Calling List
Order
Searching the List
Edit a Call
Deleting Calls
Chapter 7: Making Calls
Introduction
Overview
Terms
The Calling Schedule
Scheduling CAV in Business Manager
CAV Timing
How the Calling Cycle Works
Status
N Status
C Status
F Status
S Status
Running Computer Appointment Verification
Starting the Calling Cycle
Setting Your Computer's Date And Time
Setting Your Computer's Date And Time
In Windows 95
In Windows 3.1
Stopping Applications
Killing
Close All
Chapter 8: Management Reports
Introduction
Overview
Terms
Printing the Reports
Selecting the Print Option
The Print Button
The File Menu
Selecting a Report to Print
Using the Print Preview Dialog Box
Print Setup Dialog Box
Printing Reports
Printing Mailing Labels
Solving Printing Problems
Chapter 9: Client Billing
Introduction
Overview
How the Billing Feature Works
Printing Bills
Selecting a Bill to Print
Using the Print Preview Dialog Box
Billing Advisory Message Dialog Box
Solving Printing Problems
Practice and Review
Printing a Final Bill for a Client
Using Other Billing Options
Appendix A: Installing CAV
Introduction
Overview
Terms
Installing the Application
Windows 95
Windows 3.1
Appendix B: Personalizing CAV
Introduction
Preferences
Greeting Speech
Appendix C: Recording and Playing
Introduction
The Record and Playing Screens
The Record Screen
The Play Message Screen
Recording Speech
Accessing the Recording Screen
Recording a Speech
Playing Speech
Accessing the Play screen
Appendix D: Using the Chaining Feature
Overview
Uses
Example 1
Example 2
Procedure for Chaining
Appendix E: Short-cut Key Combinations
Short-cut Key Combinations (Hot Keys)
The File Menu
The Edit Menu
The Browse Menu
The Settings Menu
The Help Menu
General Page Commands
Glossary of Terms
