The File Menu along with the Open, Special and Help menus, is available from within any screen in Genie. The File Menu contains options like contacting Genie Support, your Genie preferences, and Maintenance and Reports.
Help: This opens the Genie contextual help window. The contextual help window draws on the online manual from the Genie website, so you will need an active internet connection to access this. The contextual help feature will try to provide you with an appropriate link to the manual relative to the window you currently have open in Genie.
Clicking on the address line at the bottom of the window opens the link to the Genie manual in your default browser. This will only work for the first page you opened when going to File > Help. Browsing in the contextual Help window then clicking on the address line will not open the currently viewed page.
Only one Help window will open at a time. If the Help window is already open and you select it from the File menu again, the displayed page will change to the relevant Help page.
MIMS Information: Displays the currently installed version of MIMS and the MIMS disclaimer. It also contains information on how to contact MIMS to subscribe to this service, as well as a link to the price list available on their website.
SNOMED Version: If you have SNOMED codes installed in your Genie database, this will advise which version you currently have installed. If you do not have SNOMED installed, this will prompt you to install them.
Contact Genie Support: Selecting this option opens a window allowing you to contact Genie Support through Genie directly. You have the option to Save to Disk so you can attach your request as a TXT file in an email program outside of Genie, email the request directly from Genie (provided that you have the Genie Email module set up), or Print this information and fax it to the support desk.
This contact method can be used to submit feature requests and general queries. Alternatively, if you tick I am experiencing a problem with Genie, you will be presented with additional options that allow you to provide information about the issue you are experiencing. Note: This is the preferred method for contacting the Genie support team as Genie automatically gathers information about the operating system and version of Genie you are using.
User Preferences: Opens the preferences record for the user currently logged in. See User Preferences for more information.
All User Preferences: Opens a window listing the preferences records for all users, allowing you to double-click to open and edit a particular user’s User Preferences.
At a glance, you are able to see which users are listed in the billing menu and in the Appointment Book; these are represented by the check boxes Billing and In Appts, respectively. The days (if any) that the user is shown in the Appointment Book are also determined by those selected in this window. Users who have the Modify Other Users' Preferences option selected in the Edit Groups window are able to view and modify any of this information where needed.
This window will display all users, with any users ticked as Inactive being displayed in grey. These inactive users can be hidden from the list entirely by ticking the Hide All Inactive Users tickbox.
The Strong Password column indicates that the user has a strong password; a 'strong' password is considered to be one that:
- Contains at least eight characters
- Contains at lease one upper-case letter
- Contains at least one number
MFA Enabled will be visible only to GenieWeb users. This column indicates whether users are using Multi-Factor Authentication for their GenieWeb logins. For more information on GenieWeb's password standards and MFA functionality, please see the GenieWeb: Security & MFA.
Edit Groups: The Edit Groups window allows you to set security privileges for different staff members, letting you define roles easily through Genie itself. If you are using version 8.5.6 or below, these privileges must be set in the Security tab of the User Preferences. For more information on how to set this window up, please see our Edit Groups article.
Printing Preferences: Opens the Printing Preferences for the current computer. See Printers for more information.
Practice Preferences: Opens a list of practices, where you can double-click to edit the Practice Preferences for a specific practice. See Creating a New Practice for more information.
Maintenance & Reports: Opens the Maintenance & Reports window. See Maintenance & Reports for more information.
Set Administrator: Allows the current administrator to assign another user as the administrator of Genie. This option will be greyed out if you are not the administrator. See our Changing the Administrator article for further information on this.
Add or Change User: Opens the Login window allowing you to log in as a different user, change passwords, and add or delete users from the database. See Adding a New User for more information.
Change Practice: This option will be enabled if you have more than one Practice Preferences record. It allows you to change to another practice so that you can use its settings (such as the letterhead) if you would like to create invoices under a different practice name. Changing to a different practice only effects the computer you are using. Other users on the network will be unaffected.
QuickReports: QuickReports allow you to search the Genie database to compile specific reports which you can print, export or preview. See Using QuickReports for more information.
Import and Export: Allows the import and export of data in Genie. Please contact Genie Support for further assistance.
Connections: Allows the setup of automatic exchange of new and modified demographic data with other applications. See Connections for more information.
Execute Command: This opens a window that allows you to enter lines of code to manipulate data in your database. Note: This should only be used under instruction from the Genie Support desk.
Start Offsite Logging: Can be used to manually start offsite logging. See Database Replication for more information.
Import Offsite Log: Used to manually import Offsite Logs, if required. See Database Replication for more information.
Register: Allows you to register Genie by entering a registration code supplied by the support desk.
Set Practice Type: This allows you to specify the type of practice. Genie will automatically displays different information and switch on some features and functions required by that type of practice.
Quit (Windows only): Quits Genie. Clicking the red cross in the top right of the screen is NOT recommended, as it does not allow the database exit routines to run. Note: Disable Main Window Close Box in the General tab of User Preferences prevents you from quitting Genie via the red cross completely; it is recommended that you have this preference selected to avoid exceeding your simultaneous users limit.
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