Opening More Information

More Information is an independent module, which means you open it from another module, but it can remain open independent of other modules.

Note: Accessing More Information requires the "More Information, Open" security right.

To open More Information

Do one of the following:

In Appointment Book, have the correct patient's appointment selected.

InĀ Chart, Ledger, Family File, Treatment Planner, or Document Center, have the correct patient selected.

In Office Manager or DXOne Reporting, a patient is not selected.

Do one of the following:

Click the More Information button on the toolbar of one of the following modules:

Appointment Book, Chart, Ledger, or Family File:

Treatment Planner or Document Center:

In Appointment Book, Chart, Ledger, Family File, Treatment Planner, or Document Center, on the File menu, click More Information.

In Office Manager or DXOne Reporting, on the File menu, click More Information.

If applicable, do one of the following:

If the Password - More Information, Open dialog box appears, user verification has been assigned to the "More Information, Open" task. Do one of the following:

If your user account has been granted the "More Information, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "More Information, Open" security right, have a user with permission temporarily override this restriction so you can access More Information this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "More Information, Open" security right. To have a user with permission temporarily override this restriction so you can access More Information this one time, do the following:

On the message, click Yes.

In the Password - More Information, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If you are attempting to open More Information from Office Manager or DXOne Reporting, when the Select Patient dialog box appears, select the correct patient.