Account Info:

This is the PreViser User Name and Password which allows you to use the full application and transmit information to and from the PreViser web services.

Note: The email address you entered when you downloaded the application is the one PreViser will use to communicate with you to manage your account. If you change addresses or would like to use a different email address for this, please contact PreViser Support. This is separate from the optional email address field you can include on your report headings (see Email below).

PreViser User Name: Required in order to use the fully functioning application. This is the Username you choose when you download the application. You cannot change your username. Once you have entered the assigned username and click "Save", you will not need to re-enter your username each time to run the application.

PreViser Password: Required in order to use the fully functioning application. You can change your password at any time, as long as you follow the two steps below. Remember that your password is case- and space-sensitive. Once you have entered your password and click "Save", you will not need to re-enter your password each time to run the application.

You can change your password by completing two steps:

1. Contact PreViser Support and inform us that you want to change your password, so we can make the changes on our servers and approve your new password.

2. Click on the Options button to display the Options screen with your Account Info displayed, shown above. Enter your new password and click Save to update your login information.

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Patient Report Settings: (To be included in reports)

This information may appear on each Treatment Option Plan. The selections you makes on this screen determine the default settings when you print reports. (However, you also have the opportunity to change these settings each time you print a specific report, from the Report Settings screen.)

Checking any of the following boxes will include that information on the printed report by default:

• Treatment Options:
  When you click this box, the Patient Reports will include recommendations for treatment that may be appropriate for the specific patient’s risk and disease severity. For details about this content, see Treatment Options in the Treatment Option Plan Reports section of this Help file.
  
  
• Oral Health Topics Link:
  If this box is checked and you enter a web address (URL), that address will print on reports for your patients’ reference.
  
  Checking this box displays the "Oral Health Topics" button on the main toolbar of the application. When you click on that button, it will launch a new window displaying the website you have entered in the field here on this screen.
  
  If you have an informative website, you can enter your web address here, and it will print on your patients' reports, providing them with an informational resource after they leave your office. Better-informed patients will more likely understand and comply with your recommendations, and providing this resource to them strengthens your authority, service, and value to your patients as their health care provider.
  
  
• Oral Hygiene Recommendations:
  If this box is checked, the Patient Reports will include recommendations on how patients can improve their oral health. For details about this content, see Oral Hygiene Recommendations in the Treatment Option Plan Reports documentation in the Features and Functionality chapter of the User's Guide.
  
  
• Use Patient-Friendly Terms on Patient Report:
  If this box is checked, the Patient Reports will use "patient-friendly," less technical terminology than on the Clinical Reports. If this box is not checked, clinical terminology will appear on both Patient and Clinical Reports. For a list of the terms used in place of clinical terminology, refer to the Reports Contents documentation in the User's Guide
  

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Technical Support/Application Logging:

Leave this box unchecked unless advised otherwise by PreViser. This feature is for troubleshooting purposes only, and should not normally be enabled (checked). If a user has problems with the application, PreViser Technical Support may ask you to enable this option (by checking the box), to provide detailed logging of the applications behaviour. Enabling this option degrades performance (the program will run much more slowly) and should be enabled only if instructed to do so by PreViser Technical Support.

Training:

Training/Demonstration Mode: This box should be checked if you are viewing the application in demonstration mode only, and unchecked if you want to run it with full functionality. If using the program in Demo Mode, you remain offline, do not generate any new Risk Assessments, and do not incur any charges. For more information, please see the Demonstration Mode documentation.

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Reports Prepared By:

These are mostly optional fields of information that you may wish to include on your printed reports. Whatever information is stored here will print at the top of every Treatment Option Plan Report. Updates you make here will be reflected on any reports you view or print later, regardless of when the report was created (i.e., you can print a report created in the past that displays your current information).

Reports Prepared By: Name: (Required) This might be your name, or the name of your practice if there are multiple dentists in your group. This name will appear by default in the "Prepared By" field in the data entry process of a specific Risk Assessment, but may be changed at that point if you wish to indicate that report was prepared by a different individual.

Reports Prepared By: Address: (Optional) This is the address information your patients use to contact you.

Reports Prepared By: Email: (Optional) This is the address you use for general communication with your patients, and any changes made here will only appear on the printed reports. If you do not use email to communicate with patients, you can leave this field blank.

Note that for communication with PreViser, you might prefer to use a different or personal address for technical or billing questions, etc. PreViser sends any communication to the address at which you received the initial link to download the application and receive your user name and password.

Please inform us if you would like to change that original address (which we will only use to send you news about system upgrades, etc.), as changes you make to your Reports settings do not affect the contact information we have on file for your practice.

Reports Prepared By: Website address: (Optional) If you (or your practice) have a website, you may include the web address (URL) here. Note that this can be different than the address used in the optional "Oral Health Topics" section at the end of reports, as detailed above.

Reports Prepared By: Phone and Fax: (Optional) This is the phone and fax number your patients use to contact you.

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PreViser Database Location:

If you are only using the software on one computer, you do not need to change this. However, if you are using the software on multiple computers sharing one data file over a network, or storing your data on a USB key, you can configure this program to store and read data from the database location you select.

For step-by-step instructions, please see the Networking documentation on the PreViser Support website (accessible from a shortcut from the Home page or click here).

Proxy Server Settings (not normally used):

Some networked office environments use a proxy server. If your office does use a proxy server, this section explains how to set up PreViser to work correctly in this type of environment. If you do not use a proxy server, this section does not apply to you. If you do not know if you use a proxy server, you can contact your system administrator.

For step-by-step instructions about proxy server settings, please see the Networking documentation on the PreViser Support website (accessible from a shortcut from the Home page or click here).

To Update your Options and settings:

To change any information on this screen, enter the new data then click the Save button at the bottom of the screen. These values are saved, and the Risk Assessment Home screen is displayed.

To Exit the page:

To simply leave this screen without changing the information, click Cancel, and the Risk Assessment Home screen will display.

If you try to exit the page by any other means besides “Save” or “Cancel,” the system determines if any values have changed since the page was opened. If any values have changed, the system prompts you to save or abandon the changes to the Options menu.