Toolbar

After you logon to MedSuite, you will be on the main screen of MedSuite, called the "Dashboard." You will see a Tab on the bottom left of the screen and that the Tab is titled Dashboard. You will also see a toolbar running across the top of this screen and below the menu bar. This Toolbar is one of the primary means of accessing the most common functions of MedSuite. The functions available on the Toolbar are contained in a series of buttons that include the functions on the following list. Since each of these functions is defined in great detail in their respective topics of this document, it would be redundant to define them here as well. Each of these buttons on the Toolbar may be accessed with a keyboard shortcut as noted below. We strongly encourage you to become familiar with the keyboard shortcuts as they will save you a great deal of time navigating the system instead of using the mouse to navigate.

Patient	Search for an existing patient or account or create a new patient	CTRL+P
Ledger	The user may search for a patient or an account and go directly to that patient's or account's ledger.	CTRL+L
New	Create a new patient / account	CTRL+N
Visit	Add, change, and delete unposted visits via Batch Visit Entry	CTRL+T
Payment	Add, change, and delete unposted payments via Batch Payment Entry	CTRL+Y
Tasks	Invokes the Task Viewer that allows the user to see tasks (generally reports) that have been submitted. The Viewer displays the status of pending and running tasks and allows the user to display the output of completed tasks.	CTRL+R
Imaging	Scan and/or maintain document images	CTRL+I
Wizard	Access the Followup Wizard	CTRL+F
Followup	Access the Followup Queue	CTRL+Q
Refund	Add, change, and delete Refund Requests.	CTRL+P
Web	Access the built-in Web Browser	CTRL+W
E-Mail	Access the built-in e-mail client	CTRL+M
Help	Access On-Line Help	CTRL+H

You may display this list of the keyboard shortcuts that can be invoked via the CTRL key by pressing and holding the CTRL key for 2 seconds. A list of the keyboard shortcuts will be displayed. From the list, enter the letter corresponding to the function you need, and it will come up.