SYSTOC Setup Quick Guide

This Quick Guide shows the most efficient approach to setting up background tables. Other approaches will also work. The links take you to the help screens on each topic.

Step		Step Detail
1.	Add Clinic Locations	Clinic Locations
2.	Set password rules	Security Validation
3.	Add users	User Information
4.	Add staff	Medical Staff
5.	Add cost centers and fees	Cost Centers and Fees
6.	Add benefit organizations and plans	Benefit Organizations (Insurers)
7.	Add laboratories	Laboratories
8.	Set up drug screening	Setup Files – Drug Screening
9.	Add equipment	Setup – Screening
10.	Add task prototypes	Setup – Orders
11.	Add generic procedures	Procedures
12.	Set up injury coding	Setup Files – Injury
13.	Set up appointment coding	Setup – Appointments
14.	Establish recall series	Recall Series
15.	Set up companies	Company Setup Quick Guide
16.	Set up billing	Quick Guide to Billing Setup
17.	Decide on reports	Review the Sample Reports book (available on the Customer Resource Center or as a printed book).
18.	Set permissions	Permission Groups