In order to start using the application, you will need to enter some setup information on the Options screen.

Note that this information is also covered in the Quick Start Guide.

When you open the application for the first time, you will see a screen with blank data fields. This is your Options page. Some fields are required information and some are optional settings.

Required: You must enter your Account information (the User name and Password provided to you by PreViser Support) and your Name (or the name of your practice).

Optional: Here is what each choice means and how you may wish to respond:

Patient Report Settings:

• 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.
• 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. You may already have a website, but if you would like to sign up for a website with Oral Health Topics for your patients, please contact PreViser Support for more information. See more information on the Oral Health Topics page in this User's Guide.
• Oral Hygiene Recommendations: If this box is checked, the Patient Reports will include recommendations on how patients can improve their oral health.
• 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.

Technical Support:

• Application Logging: Leave this box unchecked unless advised otherwise by a PreViser Support Representative.

Training:

• Training/Demonstration Mode: This box should be checked if you are viewing the application in demonstration mode only. You do not need a User account in order to run PreViser™ in Demo Mode only.

Reports Prepared By:

• Name, Address, Etc.: This is the name of the clinician that will be printed on all patient reports. For practices with multiple offices or dentists, the Name may be the practice name (for example, Cascade Dentistry).

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).

When you have completed the information, click Save to proceed to the Home page. You have now installed and set up the application and can begin using it. We recommend you review the Introduction pages in the User's Guide for a quick overview of the program and how to use it.

You can go back at any time and make changes on the Options screen by clicking on the Options button in the top toolbar of the application:

For more information about this screen, see the Options and Settings topic in the Functionality chapter.