this is a demonstration of the referral
and account management system or rams
like many applications it begins on a
login screen we will log in a user
and we will take a look at the various
screens that a user may see
after they log in most users will open
to an account list screen
this screen shows a list of accounts
that they are authorized to view
like every screen on this application or
nearly every screen there is a help
button
they open the help button it'll give
them some description about what is on
the page
and how it can be accessed this
particular
page like most pages is defined by the
user's access group
this limits the users to see only
specific facilities that they are
authorized to see
the screen also has a variety of search
options so they can search for various
accounts if they have some information
about it for example they can search for
closed accounts by clicking on closed
and hitting the search button this will
show a list of accounts
that this user is authorized to see that
are currently closed
we can also clear the search criteria
and show the whole list of accounts
when the list first opens it only shows
12 accounts however this can be changed
to show
up to 100 accounts at any given time
if we select 100 accounts we can see the
list will expand
and show up to 100 accounts based on the
search criteria
we can also search by something called
query by expression
if we open up the query by expression by
clicking on the link
we can do a variety of searches for
example we may
wish to look for accounts that have an
admission date after a certain time
so we can open up a little date picker
in this case we're going to select
february 1st
and we're going to come over here and
select
all accounts that have an admission date
equal to or greater than february 1st
and as you can see we bring up a list of
accounts we can also search by columns
so for example we can search by
admission date starting with the first
one in february
and we can search in the opposite
direction to show the last one that was
entered
not all users will start with this
screen some will start with various
dashboards
all the dashboards are available to all
users
if we look at the dashboards by clicking
this option here we can see there are
two there's one called work queues and
queries
and one which is queries only we'll
start by opening work using queries
which is a common startup page for many
users when it opens there are two lists
the top list is a series of work queues
that are assigned to this particular
user
work queues will be explained a little
bit later but essentially they are a
list of accounts
that are assigned to a specific user the
bottom
list is a list of saved queries a saved
query is slightly different than a work
queue because a saved query can be
assigned to many different users
there are some saved queries that are
actually linked to a work queue
if we look at the work cues up here we
will see there's one called
northwest medical 8l and there is a
saved query of the exact same name
this allows people to look at the same
accounts that are in a user's work
queue without being
being assigned to that particular work
queue
we can also look at the accounts that
are inside either any of these items
by double click clicking on a row the
double click action
in most areas of this particular
application open up a detail type view
so we'll open up a list of accounts with
various information about these accounts
such as the balance again we can click
on the column and we can sort
it shows balances in each one of those
accounts
by the largest to the smallest or we can
search on any other column
another dashboard is the work queue or
save query
dashboard only this is typically for
users who do not have a work queue or
they just wish to look at saved queries
this is a list of the saved queries in
the system as well
in the next demonstration we will take a
look at how the queries
and where cues are created and what is
in a work queue in a saved query
Customer Support