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Logging in to MedSuite
Before you can do anything in MedSuite, you will have to login. The first time a user logs into MedSuite the system will prompt the user for their password and prompt them to re-type the password for verification. The MedSuite Login form requires that you enter a valid company name, user name and password.
Company
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The company name is required for two reasons:
| • | MedSuite must be told which database the user is attempting to log in to |
| • | MedSuite must validate that the user name and password entered allows access to the company requested |
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User Name
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The user name is the Login Name name assigned to the user by the system administrator. This Login Name may be the user's name, initials, or nickname assigned to the user. It must be unique within the company.
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Password
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The password is set up by the user the first time the user logs in and must be updated based on what is setup in the Company by the System Administrator. See your System Administrator to obtain details on the password setup requirements for your Company.
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Access is granted to the various functions in MedSuite by granting access to the function in question to a User Group and then assigning Users to the group. All of this should already be setup for you by your system administrator. If it is not, you may successfully log in to MedSuite, but you may not have been granted access to do anything other than exit the software.
Selecting and Changing Practices
Once you have successfully logged-in, you must select a "current" practice from the practice selector. Once you have selected a practice and until you select a different practice, everything that you do within MedSuite will occur "within" within the selected practice.
There are two ways to change the "current" practice that you have selected:
Practice Selector
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The user may select a new practice via the practice selector. Since MedSuite is a multi-practice application, the user must select a practice to work in by clicking on the practice selector before doing any work. The 'current' practice may be changed at any time the user is not in a modal form. Changing the current practice does not change the practice in any function that is already open. The practice selector will display the practice name in the color settings defined for the practice in Practice Maintenance.
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Account Search
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If you are not sure what practice a patient "belongs to", you can enter the search criteria for the patient and click the checkbox "Show Patients from All Practices". The list of patients meeting the search criteria will be displayed. The first column of the grid will display the practice name in the color settings defined for the practice in Practice Maintenance. If you select a patient in a practice other than your currently selected practice, MedSuite will ask you if you want to open the selected patient in the patient's practice or if you want to copy the patient's demographics to the currently selected practice.
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