GETTING STARTED
Computer knowledge will vary amongst practice staff and often ranges from the ‘very proficient’ to the ‘very scared’. Our Training Staff are well aware of this and have devised a Training Schedule to guide each practice through the basics and the essentials of setting up and learning a new system. It is not always necessary for all staff to attend all training sessions and our Trainers will discuss specific requirements well in advance of the first Training Session.
We include three training sessions, as standard, when a new computer system is purchased. This will vary for multi branch practices and practices that may already be familiar with our software; in this instance training is agreed subject to requirement.
It is normally the case that all training is held at the practice, although we do on occasion hold training sessions at our head office if requested and if convenient.
The following boxes give an overview of what is covered; this is based on a standard new system installation. The duration of each session is 4 hours, detailed training notes and a comprehensive training manual on CD Rom is provided.
1st TRAINING SESSION
|
Introduction to the System
Logging On
User Names
Passwords
Permissions
Client / Animals: Creating new client and animal records; Credit codes, Client Analysis Codes, Source Codes, Insurance & General Searching.
Stock File: Sales Analysis, Dispensing Fees, Mark Ups, Setting up the Stock File, Booking in Stock, Price Update Disks.
Fee File: Setting up Professional Fees, Linked Stock, Booster Reminders.
Backing Up Data
Anti Virus Software
Modem Connections |
|
2nd TRAINING SESSION
|
Client / Animals
Appointment Book
List Management: Setting up the Appointment Book, Booking, Attending, Cancelling Appointments, Setting up Lists.
Adding Work: Adding stock, fees, clinical and observations etc to history.
Viewing History
Estimates
Taking Payments: Recording payments, Refunds, Payments on Account.
Cash Book Report
|
|
LIVE TRAINING
|
On the day you go live we will attend your practice for your morning surgery.
This is not a formal Training Session. Your trainer will shadow anyone who needs help and will help to ensure that everything is running smoothly.
Ordering |
|
MONTH END TRAINING
|
Batch Review
Deleting from the Batch
Processing the Batch
Monthly Surcharges
Printing Statements
Printing Held Invoices
Printing Historic Invoices
Month End Update
Viewing Month End Figures
Standard Month End Reports
Aged Debt Report
General Reports
Any Queries since Going Live
Booster Reminders |
|
ADDITIONAL TRAINING
Additional training is not included in the cost of a new system. We provide Refresher Training Sessions, which are particularly useful if the practice has employed new staff members since the initial installation and training. Or you feel that you are not getting the most out of your system. Tailored Training Sessions can cover any areas of the system that you like.
Our Training Staff are also proficient in Sage Line 50, Sage Payroll, Microsoft Word & Microsoft Excel. Sage would normally require one complete session because it includes full installation and setup as well as teaching on how to use it. Microsoft Word and Excel could easily be incorporated into a Tailored Training session.
We also run Training Workshops at regional locations throughout the year. These are always well attended and have proved to be beneficial for our users. The Workshops typically run from 10.00am to 3.00pm and are charged at approx £75 per person. Refreshments are included. We contact all users in a regional area well in advance of the Workshops.
If you would like to discuss your training requirements in more detail or to discuss a Refresher / Tailored Training Session please contact our Training Department.
Email : training@midshire.com
|
