Service Minder Plus Features/Helpful Hints

1 Service Minder plus Features/Helpful Hints This manual covers helpful Hints and use of features. Note: These items will be addressed during the training sessions. This document is meant to be used as an overview resource after completion of training. General Access to Service Minder plus Modules: Employee access to Market Minder , Service Minder , and EMAR is configured in Employee set up. Employees who have access to multiple modules will use the above tabs to change modules. Home screen : Each module has a home screen which contains buttons for directions to the main areas of that module. The buttons will vary by module. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 2 Menu Items Market Minder : Service Minder : EMAR: The items listed under the menus vary by the module used at the time of selection. These will be explained in more detail in the manuals for each module. Support and Training: The Eldermark Training Center, Webinars, Release Notes, and support can be accessed by clicking on the Support and Training menu.

2 Click on the module and follow the directions to access. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 3 Market Minder File Menu: The Market Minder database is shared by all communities in the database by default. This can be restricted. Change My Default Community: Select this option to set or change the default or primary Community. Market Minder Contact Mgmt Menu: From this menu, open the main functions of Market Minder . Everything on this list except Competition Notes is accessible via the buttons on the home screen . EMAR File Menu: Service Minder plus Features/Helpful Hints | Revised: 10/31/19 4 When items are selected from the File menu a listing of all records for all residents are displayed in the first section. Resident: Opens the Resident Chart to the listing screen . To view records for a specific resident, open Resident Chart and highlight the resident from the listing before clicking on the File menu.

3 Other Tables: This is primarily used by database administrators and Eldermark Staff. Switch to Community: This changes the database view to a different building if access to multiple companies is setup. Setup: Will open the database setup items. Note: There are shortcut keys to open some of the items listed. They are displayed on the right-hand side. Service Minder File Menu: Once items are selected from the File menu, a listing of all records for all residents are displayed in the first three sections. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 5 Resident: Opens the Resident Chart to the listing screen . To view records for a specific resident, open Resident Chart and highlight the resident from the listing before clicking on the File menu. Other Tables: This is primarily used by database administrators and Eldermark Staff. Switch to Community: This changes the database view to a different building if access to multiple companies is setup.

4 Setup: Will open the database setup items. Note: There are shortcut keys to open some of the items listed. They are displayed on the right-hand side. Input Fields: Use the mouse or keyboard to move through the fields. The Tab or Enter (not the Enter key on the number pad) will move forward to the next field. Shift + Tab will move back to the previous field. Note: The Enter key on the number pad will close the current screen . Name Fields: The first letter will automatically be capitalized. Address Fields: The first letter after every space will be capitalized. Social Security Number: The number will auto format as xxx-xx-xxxx. Type in the 9-digit number. When the mouse curser is moved out of the field the last four digits will be viewable, all others are masked. Medicare #: When the mouse curser is moved out of the field the last four digits will be viewable, all others are masked. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 6 Drop Down or Lookup: Areas of the program that have a list of values to select from will have one of two symbols.

5 A Drop Down list is shown by an upside down triangle (). This is usually a short list of responses for selection. A Lookup list will have a magnifying glass with a question mark in the center (). Drop Down: Lookup: If permission has been given to access to edit the current list, Edit This List on the drop-down menu or the Modify button in the lookup screen is visible. Help: The blue question mark contains helpful explanations for the field. Times: Type in 8a or 1015p. Press the tab key and time will format. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 7 Note: Military time format can also be entered. Phone Numbers: Type the 7 digit or 10 digit phone number into the field. Press the tab key and the number will format. Note: If the phone number has an extension, enter x or ext prior to the extension. Calendar Icon and Drop Down: Dates can be entered manually or by using the calendar icon. Most date fields have a Calendar icon.

6 Click the Calendar icon to open. Click the date on the calendar to select. Dates in blue at the beginning and end of the month are for the previous and next month. Dates in yellow are the current month. The date in red is today or the entered date when editing. Use the Month & Year drop downs to change the calendar to the correct date. Use the month forward & back buttons to view the previous or next months. To enter dates without using the calendar, click in the date field and highlight 00/00/00. Type the date. Note: For dates, type in the forward slash (/) or dash (-). If the year is not entered, the program will assume the current year. Press the tab key and the date will format. Date Keyboard Shortcuts: There are keyboard shortcuts for entering a new date or editing an existing date. Enter a t in the date field to pull in today s date. Enter a y or - to pull in yesterday s date. Entering a + or = will pull in tomorrow s date.

7 Entering the first letter of the month name will pull in the 1st of that month. For Months that start with the same letter, type more letters. Example: Type M or Ma, the first month that starts with Ma, which is March will pull. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 8 First, Prev, Next and Last: These buttons are located at the bottom left hand corner of many screens. Using them will move from record to record on the same open screen (tab). Anything entered or edited will be saved when screens are changed Save and Duplicate, Add Another, Cancel, Save: Save and Duplicate: This saves the current record and makes a copy. Once the copied record is opened, edit desired fields. This button is not available on all screens. Add Another: Saves the current record and add another record of the same type in the current screen . This button is not available once the record has been saved. Cancel: Closes the record without saving any changes.

8 There will be a prompt to confirm to exit without saving changes. Save: This saves the current record and returns to the previous screen . Common Keyboarding Short Cuts: Copy & Paste: Highlight text to copy Copy Ctrl + C (hold down the Ctrl key and press C) Paste Ctrl + V (hold down the Ctrl key and press V) Cut Ctrl + X (hold down the Ctrl key and press X) Undo Ctrl + Z (hold down the Ctrl key and press Z) Listing Screens: Throughout Service Minder plus , there are a variety of record listing screens. The content listed will vary depending on the location in the program. The general functionality is the same. From the listing screens, add, delete, sort, filter, find, export, and print. Some areas of the program have additional options. Note the differences in the screens below. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 9 Service Minder /EMAR: Resident List: Market Minder Prospect List: Columns: The features / functions of the listing screens apply to ALL listing screens.

9 The example in the explanation below is from the Resident Listing. Sort: When viewing a listing screen , click on any blue heading to sort. Click the heading a second time to reverse the sort order. Resizing: Columns can be resized by moving the mouse to the vertical line between two columns so that it changes to a double ended arrow. Click and hold the button while dragging the mouse to the right or the left. Moving Columns: Columns can be moved by using drag and drop. Right Click Menu: Right click on any column heading to open a menu. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 10 Menu for columns that contain text. Menu for columns that contain a date. Field: This will contain the <[Table]Field Name> or <Programmed Formula Column>. Note: The Table Name and Field Name listed will vary based upon the column clicked on. Sort Ascending: Sort A to Z or smallest number to largest number.

10 Sort Descending: Sort Z to A or largest number to smallest number. Query Column: Is used to search for specific records and shorten the list. Query is available on most columns. When Query is selected, the following window opens: Enter a query for [Table]Field Name identifies the records to search. The Field Name listed will vary based upon the column clicked on. Criteria: Enter the search criteria in the open text field. If searching in a column with words, type in a few letters. Service Minder plus Features/Helpful Hints | Revised: 10/31/19 11 The Query will search starting on the first character in the field. The @ sign is a wild card. If typed at the beginning of the query, it will find the word anywhere within the description. If searching on a date column, enter a date range 01/01/10 to 01/20/10 or a month 02/2010. To search for today s date, use the *. Query Filters Query all Records: The query or search will be for all records in the table.