User's Guide to Computerized Monitor Service

Introduction
How This Manual Is Organized
How Each Chapter is Formatted
Graphic Conventions Used in this Manual
If You Have Problems...
- Before You Call
- Calling Technical Support

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 Computerized Monitor Service 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:

Enter a new client's information.
Save information.
Print reports.
Schedule calls.
Retrieve information.
Modify information.
Bill clients.

How This Manual Is Organized

The chapters in this manual are divided into four sections:

Section	Chapters	Purpose
I.	2,3, 4 and 5	An explanation of the purpose of the program; the usage of the screens, window controls and the entry fields in the Called Party form; and how to commit changes.
II.	6 and 7	Using the program to add called party and payor information and editing information on clients, payors and emergency numbers.
III.	8	The procedures for making calls.
IV.	9, 10 and 11	The procedures for completing and printing reports, bills and logs.

How to Study the Introductory Chapters

The three introductory chapters acquaint you with the concepts of the Computerized Monitor Service and the CMS Client Manager window. You may read them at any time, with or without using the computer.

Chapter 2 introduces you to the concept and principals of a Computerized Monitor Service 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 Called Party form and its subscreens--Payor Information and Emergency Numbers.
Chapter 5 explains how to commit to changes in the calling schedule.

These important chapters lay the foundation for you. These chapters give you the what's and the why's of the program. When you have completed these chapters, you will understand what the program does and how to use the program.

How to Study the Procedural Chapters

The four procedural chapters show you exactly how to enter information and print reports and bills. You need to be at your computer as you read these chapters.

Chapter 6 shows you how to complete the Called Party form, the Payor dialog box and the Emergency Number dialog box and includes two exercises for completing these dialog boxes.
Chapter 7 describes the procedures for editing information on clients, payors and emergency numbers.
Chapter 8 describes how to make calls.
Chapter 9 shows you how to print all of the management reports and also includes exercises.
Chapter 10 talks about the Calls Made Log and the Master Call Log.
Chapter 11 shows how to bill the payor and print the bills.

These chapters give you the hands-on skills with which you need to become comfortable to use the Computerized Monitor ServiceClient Manager. When you have completed these chapters, you will have performed all of the procedures used to work with your own clients.

How to Study the Appendices

The appendices provide you with additional reference help.

The following table describes each appendix:

Appendix	Title	Purpose
A.	Installing the Program	How to add the *CMS Client Manager* to your computer if you did not buy a computer.
B.	Settings	How to set global features of the program and record and play standard speeches.
C.	Advanced Functions and Features	How to use advanced recording speeches and chain app features of the program.
D.	Chain App Function	Home detention monitoring using the Chain App function.
E.	The Print Setup Dialog Box	How to use the Print Setup dialog box.
F.	Short-Cut Key Combinations	A chart of all the basic keyboard commands for common functions of the program.
G.	Glossary of Terms	A one-stop reference guide to all the special terms used in this manual.

How Each Chapter is Formatted

The chapters in Sections II and III have a similar organization. As you study these procedural 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 you will learn in each chapter. It also provides definitions of terms that are used in the chapter.

Concepts

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

Procedure Overview

This overview is a tabular 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 the CMS Client Manager.

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 CMS Client Manager. Although the new computer user should study this entire part, it later becomes a valuable problem-solving tool for any level of experience.

Practice and Review

This section is a tutorial. We provide the information, and you use that information to gain hands-on experience in using the CMS Client Manager.

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: j + l you are being shown keys on your keyboard or are being instructed to press keys on your keyboard.

Undisplayed Graphic

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.

Remember, once you delete a Called Party form and its subscreens, they are gone forever (unless you re-enter the information).

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.

These steps may sound time consuming (5 to 10 minutes, usually), but they are necessary to ensure proper diagnosis. They may also help you to understand the way your computer works. After you've properly prepared for the call, it's time to call Technical Support.

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