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Setup Wizard

Setup Wizard

 

The first time you run Aeris Basic, the Setup Wizard walks you through the initial setup and registration. After the opening welcome screen, the first interactive screen is where you enter your key code or read your activation file. If you are running a demo you downloaded from the internet, you will not see this screen.

 

IMPORTANT!   If you have a key code or activation file, it is important that you use it. Both the code and file include your customer number and subsequent codes that unlock the program are keyed to this number.

 

 

If you are entering the code, enter it in blocks of 5 digits. If you received the code electronically, you can copy the code to the Windows clipboard by highlighting it (and nothing more) and pressing Ctrl+C. You can then paste the code from the clipboard by clicking the clipboard paste button immediately to the right of the access code or pressing Ctrl+V.

 

To use an activation file, click the blue folder button below the code.Selecting a valid activation file will fill in the key code for you.

 

Click the Next button to move to the next screen.

 

Aeris uses login user names and passwords to control who has access to the program and your data. The next screen lets you enter the first user. The user you enter here will be a system administrator in the system.

 

 

All entries on this screen except the user's middle initial are required, as you can see by the fields with a blue background.

 

Aeris Basic is licensed for use; it is not sold. On this screen enter the organization or individual who will be the license holder. Do not enter a person who is an employee or consultant. A contact person is entered later.

 

It is important to get this correct should disputes arise later. (You don't want a disgruntled ex-employee having the power to make decisions about your data, do you?)

 

 

On the next screen, enter the license holder's address. The street address can have multiple lines. Don't put the city, state, and zip code in the multi-line field; they go into their own fields.

 

 

The next screen is where you enter the contact information for the primary contact person in your organization.

 

 

Should you ever forget your password, either contact customer service or technical support can help you get into the program. To protect yourself against someone claiming to be you, enter a question and answer. If the caller doesn't know the answer to the question, they will not be given access.

 

 

It is important to register your software. When you register, you are authorized for technical support. Also, without registration, you will not be able to receive unlocking codes.

 

You can register by mail, fax, or email. To register by mail or fax, you print the registration form and either mail or fax it. Some computers let you "print" directly to a fax. This is the best solution because the fax that prints at the other end looks like it just came off a printer.

 

Registering via email is a multi-step process. Select Email, then click Next. An instruction screen will come and what you do next depends on the kind of email you use.

 

 

If you use a web based email such as AOL, Hotmail, Gmail, or Yahoo, you have to go to your email program by yourself, log in, and create a new email to sales@AerisMed.com. For the subject, enter "Aeris Basic Registration" (without the quotes). Place the cursor in the body of the message and press Ctrl+V to paste the necessary registration information that Aeris has placed into the Windows clipboard.

 

If you use an email program installed on your computer, it should have opened automatically with the To: and Subject: fields filled in for you. If they are not, send the email to sales@AerisMed.com. For the subject, enter "Aeris Basic Registration" (without the quotes). Place the cursor in the body of the message and press Ctrl+V to paste the necessary registration information that Aeris has placed into the Windows clipboard.

 

The final wizard screen gives your the opportunity to view (and print if you wish) the   Business Associate Agreement. This is a legal contract required by HIPAA that binds Beaver Creek Software to the same restrictions HIPAA places on you with respect to the privacy and protection of your patient's private health information. It protects you should you ever divulge patient information to us in the course of technical support or other communications.

 

 

When you are ready, click Finish. You will be taken to the initial data screen with options regarding setting up your practice.