Getting Aquainted
First, if the main switchboard does not display properly, or if you see a security warning when you open the database, please go to the Tools menu and select Macro, then Security. Set the macro security to Low, or, if you are using Access 2007, in the security warning you can simply click to allow the content. To make the change permanent in Access 2007, you must add the installation folder to the list of trusted locations. See the Access help system for more information. Macro execution must be enabled in order for the system to function properly.
Once you have installed this software, there are a few things that you will need to do. For the most part, the software has been designed with your requirements in mind, however you will still want to do some customizing for your particular clinics' needs. Before we get to that, let's get started with the basics ...
There can be one or more records in the Visits table for each of your patients. There are many tables included - tables for Health Certificates, Rabies Certificates, Bloodwork, etc. The tables have relationships to each other, so that (for example) all visits by a given patient can be very quickly found and listed. The structure of a table is very much like the structure of an Excel worksheet. The biggest difference between a database table and an Excel worksheet, is the ability to link (via relationships) many tables together.
Below is the image of the relationships window. In it, you see the major relationships between the tables that enables the software to quickly and efficiently find your patient data.
The database also contains entry forms where you can enter data, and printed reports that allow you to print a rabies certificate, etc. Other objects include Queries, macros and modules. Entry forms and printed reports are the two database objects that you will use the most.
The two images below will be in the the first screen you will see when you open your database.
The Database Window is where you can view all of the databases' objects - tables, queries, forms, reports, macros and modules. You will primarily access these items indirectly from the switchboards and entry forms, rather than from the database window.
Some of the buttons on the main switchboard will take you to another switchboard containing relevant items. The Reports and More Functions buttons are examples of this behavior.
Once you have installed this software, there are a few things that you will need to do. For the most part, the software has been designed with your requirements in mind, however you will still want to do some customizing for your particular clinics' needs. Before we get to that, let's get started with the basics ...
The basics, and some common terms
There can be one or more records in the Visits table for each of your patients. There are many tables included - tables for Health Certificates, Rabies Certificates, Bloodwork, etc. The tables have relationships to each other, so that (for example) all visits by a given patient can be very quickly found and listed. The structure of a table is very much like the structure of an Excel worksheet. The biggest difference between a database table and an Excel worksheet, is the ability to link (via relationships) many tables together.
Below is the image of the relationships window. In it, you see the major relationships between the tables that enables the software to quickly and efficiently find your patient data.
The database also contains entry forms where you can enter data, and printed reports that allow you to print a rabies certificate, etc. Other objects include Queries, macros and modules. Entry forms and printed reports are the two database objects that you will use the most.
The two images below will be in the the first screen you will see when you open your database.
The Database Window is where you can view all of the databases' objects - tables, queries, forms, reports, macros and modules. You will primarily access these items indirectly from the switchboards and entry forms, rather than from the database window.
Some of the buttons on the main switchboard will take you to another switchboard containing relevant items. The Reports and More Functions buttons are examples of this behavior.
The Reports Switchboard
The Tax Reports Switchboard
The More Functions Switchboard
The Setup and Maintenance Switchboard
The Initial Setup Switchboard
