While the software comes with some preset configuration key settings, before you can use the software optimally, the system administrator needs to set up a number of options.

The Configuration window

Each configuration key is defined with a key name, key value and an optional note. Keys provide information for other components of the system, or simply information for administrators relating the patches installed. The system administrator is responsible for maintaining accuracy of existing keys and setting up new ones so that:

  • recorded information is structured correctly and useful to the practice

  • linked applications launch and operate correctly

Note

All fields on the Configuration window are free-text fields, which mean that you must ensure you spell all items correctly or they are not likely to work.

Some examples of configuration keys are:

Key Name

Key Value

Description of what it is or does

BillingDefaultFont

Verdana

The font used for billing

BillingFontSize

10

The size of the font

Add a Configuration Key

Configuration keys directly impact the operation of the software. As a result, if there is any doubt as to what needs to be done, contact CCH Customer Care and Support.

  1. On the main menu, select Maintenance > Configuration.
    The Configuration tab appears listing default and/or existing key names, key values, and comments.

  2. To add to the listing, in the Key Name field enter the name of the configuration key.

  3. Enter the value for the configuration in the Key Value field.

  4. Enter identifying information in the Comment field.

  5. Click OK to close the Configuration tab.

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