User's Guide to Computerized Monitoring Service

• Introduction
• Using Windows
• 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 CBSI Technical Support

• Introduction
  • Overview
  • Terms
• Who Needs the Service?
• How Computerized Monitor Service Works
  • Monitoring Calls
  • Reminder Calls
  • Chain App Calls
  • Calling Schedule
  • Billing Your Clients
  • Management Reports
  • The Logs
• How a Computerized Monitor Service Program Runs
  • Why Do You Have a Business Manager?
  • The Elements of Your Business Manager Program
• The Elements of Your CMS Client Manager
  • The CMS Client Manager Program
  • The Computerized Monitor Service Database
  • The Computerized Monitor Service Manual
  • The Computerized Monitor Service Called Party Form
    • Call Setup
    • Payor Information Dialog Box
    • Payor Options
    • Billing Options
    • Emergency Numbers Dialog Box
    • Recording Speech
    • Play Speech
  • Management Reports
  • Logs
  • Settings
• Opening Your CMS Client Manager
  • Using Windows 95
  • Using Windows 3.1
• Windows 95 Vs. Windows 3.1
  • Program Title Bars
  • Program Menus
• Exiting Computerized Monitor Service
  • 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

• Introduction
  • Overview
  • Terms
• Window Controls in Computerized Monitor Service
• Menu Controls in Computerized Monitor Service
  • The Menu Bar
  • Pull-Down Menus
  • File Menu
  • Edit Menu
  • Browse Menu
  • Logs Menu
  • Settings Menu
• The Tool Button Ribbon
  • The New Called Party Button
  • The Save Button
  • The Delete Button
  • The Select Called Party Button
  • The First Form Button
  • The Previous Form Button
  • The Next Form Button
  • The Last Form Button
  • The Print Button
  • The Exit Button
  • The Help Button
• The Status Line

• Introduction
  • Overview
  • Terms
• The Called Party Form
  • Entry Fields
  • The Called Info Section
  • The Call Setup Section
  • The Payor Information Button
  • The Emergency Numbers Button
  • Display Pager
    • Phone Number Considerations
  • The Recording Speech Section
  • The Play Speech Section

• Introduction
  • Overview
  • Terms
• Committing
  • How to Commit
  • What Happens When You Commit?

• Introduction
  • Overview
  • Terms
• Adding a New Called Party
  • Using the New Called Party Button
  • Using the File--New Menu Option
  • Using the Short-Cut Key Combination
• Saving a New Called Party Form
  • Using the Save Button
  • Using the File--Save Menu Option
  • Using the Short-Cut Key Combination
• Deleting a Called Party Form
  • Using the Delete Button
  • Using the File--Delete Menu Option
  • Using the Short-Cut Key Combination
• How to Add a New Called Party, a Tutorial
• More Practice Adding Clients

• Introduction
  • Overview
  • Terms
• Locating a Called Party Using the List Box
  • The Select Called Party Button
  • The File--Open Menu Option
  • The Short-Cut Key Combination
  • Using the Called Party List
• Locating a Called Party Using Browse
  • 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 Called Party Information
  • Editing Practice

• Introduction
  • Overview
  • Terms
• How The Calling Cycle Works
  • Starting the Calling Cycle
• Monitoring the Calling Cycle
  • CMS Options
  • Status Line
  • The Activity List
• Elements of the Calling Cycle
  • Greetings
  • Emergency Speeches
    • Problem Speeches
  • Regular Call Responses
  • Emergency Call Responses
  • Emergency Calling Cycle
  • Reminder Call Responses
  • Uncompleted Calls
  • Automatic Restart of the Calling Cycle
  • The Calls Made List
• Running CMS On Schedule
  • Adding Phone Lines
  • Business Manager Stop Line Activity
  • Setting Your Computer's Date And Time
• Stopping Applications
  • Killing
  • Close All

• Introduction
  • Overview
  • Terms
• Report Overviews
• Printing the Reports
  • Before Printing
  • Selecting the Print Option
  • Selecting a Report to Print
  • Building the Report
  • Using the Print Preview Dialog Box
• Solving Printing Problems
• Practice and Review
  • Printing the Client Summary
  • Printing Other Reports

• Introduction
  • Overview
  • Terms
• Log Overviews
  • The Calls Made Log
  • The Master Call Log
• Log Dialog Boxes and Display Windows
  • Calls Made Dialog Box
  • Print Dialog Box
  • The Master Call Log Dialog Box
  • More Information on Tagging
    • Extended Tagging
    • Disjointed Extended Tagging
    • Tagging and Untagging with the Keyboard
• Printing the Logs
  • Before Printing
  • Printing the Calls Made Log
  • Printing the Master Call Log
• Solving Printing Problems
• Purge Master Log

• Introduction
  • Overview
• Billing Overview
• Printing Bills
  • Selecting a Bill to Print
  • Building the Bill
  • 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

• Introduction
  • Overview
  • Terms
• Installing the Application