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1 frm DDS n Mac Wrkstatins Intrductin This dcument describes hw t set up t wrk frm the Datacn system n a Mac wrkstatin. Yu can send t anyne in the system that has an address, such as a patient, a referral surce, r a user defined list entry with the address in a user defined field in ntes. Required: pclink fr Mac dated r later. The native Mac mail applicatin, Mail, which cmes n all new Macs. An address that supprts sending and receiving thrugh the Mail prgram. Datacn Dental Systems. All rights reserved. Datacn Sftware Dcumentatin: frm DDS n Mac 1

2 Prerequisites Befre yu can frm Datacn n a Mac wrkstatin, yu must d the fllwing: Make sure that the native Mac mail prgram, called Mail, is wrking n its wn n each Mac wrkstatin. The Mail prgram is in the Applicatins flder and its icn is a pstage stamp. Test the Mail prgram utside f Datacn t make sure it is cnfigured prperly and is wrking t send and receive s. Install pclink fr Mac dated r later n each Mac wrkstatin. Cnfigure the G Menu n each Mac wrkstatin fr ing the patient, referral surce, etc. (see belw.) Enter valid addresses in DDS fr anyne that we ll be sending an t. Cnfiguring pclink fr Mac fr Sending is cnfigured n the G Menu. Yu can frm anywhere in Datacn where an address is available, such as a patient, accunt, referral surce, r a user defined list with the address in a user defined filed in ntes. Fr the purpse f this dcument, we will set up ing t a patient and t a referral surce. Optins fr ing frm different places require separate G Menu items because f the differences in the script references t the merge fields. T cnfigure the G Menu items, d the fllwing n each Mac wrkstatin: Launch pclink. Open the G Menu cnfiguratin page. Frm the Apple Menu Bar, click pclink>preferences Click the G Menu segment cntrl buttn. Click an available user defined functin. Enter the cnfiguratin as illustrated belw fr the patient and/r the referral surce (if setting up bth, set up ne G Menu item fr each.) Check the G menu item enabled check bx. Item descriptin: This is what will display n the G menu. Datacn Sftware Dcumentatin: frm DDS n Mac 2

3 Hint: This is what displays if yu hver ver the buttn n the pclink tlbar. Dcument name: Nt used. Applicatin name: /usr/bin/sascript Cmmand-line arguments: Must match the Passfile name field. Check the Create passfile checkbx. Passfile name: the passfile is a temprary file and yu can specify it t be stred anywhere, and name it whatever yu want. Fr this example we ll call it mail.scpt. T chse a lcatin and name fr the passfile: Click the buttn t the right f the Passfile name field, and navigate t the flder where yu want t stre the passfile. Enter a name in the Save As: bx, such as mail.scpt. Be sure t include the.scpt extensin. Nte: the.scpt extensin is nt required. Hwever, it is useful t dcument the reasn fr the file as well as t limit the chances fr cnflict with ther files. Click the Save buttn. Cpy and paste the cntents f the Passfile name field nt the first line f the Cmmand-line arguments bx. Nte that yu can use the same passfile fr multiple G Menu items. Script: See Figure 1 and Figure 2 belw fr examples f scripts fr ing a patient r referral surce. Cpy and paste the script text prvided in the Figures belw int the big blank bx after Passfile name, r carefully type it in. The s subject and bdy can be custmized in the script, see the Custmize the s subject and bdy sectin belw. The script is als where yu change the merge field t get the crrect address. Nte that, unlike merged dcuments, this applicatin requires the merge field t have the file ID as the first cmpnent. Fr example pa_ r rp_. The fcus culd be an appintment, referral, patient, accunt, r any ther file. See the Datacn Sftware Dcumentatin: frm DDS n Mac 3

4 Custmize the recipient s address sectin belw. Patient fcus required: Checking this bx causes the system t check that the G Menu item is nly used when the user is lking at a patient. It is recmmended that yu d check this bx. Checking the Patient fcus required bx will cause an errr t display ( Yu need t be lking at a patient! ) if smene isn t lking at a patient when they click the ptin, and the Mail prgram will nt pen. If the Patient fcus required bx is nt checked and the user is nt lking at a patient when they click the ptin, the Mail prgram will pen anyway. Custmize the s subject and bdy: The s subject and bdy are enclsed in qutes. Nte that the subject and bdy are custmizable and can be changed r extended as with any merged dcument. T custmize, change the cntents (shwn in bld here) in qutes in the fllwing line frm ur example: set themessage t make new utging message with prperties {visible:true, subject:"a message frm yur dentist...", cntent:"dear [pa_first_name],"} Custmize the recipient s address: The recipient s address is specified in the fllwing line frm the referral surce example. T change the surce f the address, change the fields shwn in bld here: make new t recipient at end f t recipients with prperties {name:"[pa_src_name]", address:"[pa_src_ ]"} Add the Buttn t the pclink Tlbar It is ptinal t add the new buttn t the pclink Tlbar. T d s: Click Windw>Custmize Tlbar n the pclink Menu Bar and drag the newly-defined icn t the pclink Tlbar. Or, right-click n the pclink tlbar and click Custmize Tlbar. Then drag the newly-defined icn t the pclink Tlbar. Datacn Sftware Dcumentatin: frm DDS n Mac 4

5 Sending frm a Mac Wrkstatin Hw yu initiate sending the depends n hw yu set up the G Menu item. In ur first example we are ing a patient, s we need t initiate the frm a patient recrd. In ur secnd example we are ing a referral surce and referencing the patient s name in the . Fr this example we need t navigate t the referral surce thrugh the patient t initiate the . T send an t a patient: Navigate t the Patient infrmatin screen. Click G> Patient n the Apple Menu bar, where Patient is the Item descriptin frm the G Menu setup. Or, click the buttn n the pclink tlbar if yu put ne there. The Mail prgram will pen, and a new mail message will pen with the patient s address and the subject and cntent filled in (as specified in the cnfiguratin settings.) When sending the , if an errr ccurs stating that des nt appear t be a valid address, check that the address fr the patient in Datacn is filled in and is frmatted as a valid address. T send an t a referral surce: Navigate thrugh the patient t the Patient referrals detail screen. Nte: when ing a referral surce yu must d it thrugh a patient recrd. The patient name will be referenced in the . Click G> Referral Surce n the Apple Menu bar, where Referral Surce is the Item descriptin frm the G Menu setup. Or, click the buttn n the pclink tlbar if yu put ne there. The Mail prgram will pen, and a new mail message will pen with the referral surce s address, a subject referencing the patient, and Dear (first name) filled in. When sending the , if an errr ccurs stating that des nt appear t be a valid address, check that the address fr the referral surce in Datacn is filled in and is frmatted as a valid address. Datacn Sftware Dcumentatin: frm DDS n Mac 5

6 Figure 1: G Menu Cnfiguratin fr ing a Patient Use the fllwing text t cpy and paste t the cnfiguratin settings fr ing a patient: /usr/bin/sascript tell applicatin "Mail" activate set themessage t make new utging message with prperties {visible:true, subject:"a message frm yur dentist...", cntent:"dear [pa_first_name],"} tell themessage make new t recipient at end f t recipients with prperties {name:"[pa_name]", address:"[pa_ ]"} T custmize the subject r bdy, change the cntents between the qutes in the set themessage line. Fr example: set themessage t make new utging message with prperties {visible:true, subject:"it s time fr yur dental appintment", cntent:"dear [pa_first_name], Yur dental visit is due! Please call ur ffice t schedule an appintment. We lk frward t hearing frm yu! Sincerely, Dr. Datacn and Staff "} Datacn Sftware Dcumentatin: frm DDS n Mac 6

7 Figure 2: G Menu Cnfiguratin fr ing a Referral Surce Use the fllwing text t cpy and paste t the cnfiguratin settings fr ing a referral surce: /usr/bin/sascript tell applicatin "Mail" activate set themessage t make new utging message with prperties {visible:true, subject:"re:[pa_name]", cntent:"dear [pa_src_first_name],"} tell themessage make new t recipient at end f t recipients with prperties {name:"[pa_src_name]", address:"[pa_src_ ]"} T custmize the subject r bdy, change the cntents between the qutes in the set themessage line. Fr example: set themessage t make new utging message with prperties {visible:true, subject:"thank yu!!", cntent:"dear [pa_src_first_name], Thank yu fr yur referral f [pa_name]. We truly appreciate yur cnfidence. Sincerely, Dr. Datacn and Staff "} Datacn Sftware Dcumentatin: frm DDS n Mac 7

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