Getting started with records

Records contain the data that is at the core of this program, and are saved in the underlying database. When you enter data in a form, you are creating or editing records. When you access other work items, such as queries, documents, and reports, you accessing record data.

Institution information, such as location, name, and description are often part of record information. Instead of requiring you to input this information every time an institution is referenced, the application allows you to select an institution from an internal dictionary. This internal institution dictionary contains medical and dental schools, hospitals, boards and other institutions within the United States and throughout the world. Institutions may be added to the internal dictionary by your application system administrator and edited as needed.

This section covers the creation of common record types, as well as record inactivation and deletion.