38 Office Management WinCHAP User’s Manual
Figure 3.3.6.4—The Hearing Aid List window
3.3.6.5 To list specific records
When using the List command, you can refine your list criteria by using the
Criteria button. For instance, you can list all clients within a certain area code.
1. Click on the window you would like to list: Client, Hearing Aid,
Manufacturer, Test Instrument, or Personnel
.
2. Click
List. This will bring up a complete listing of all the selected record
type.
3. Click
Criteria. A new window will open. See Figure 3.3.6.5 for the Client
Criteria window.
4. Look at the column of six criteria that correspond to the six columns
in the List spreadsheet. These are the fields you can use to refine your
record listing. For example, in the Client List window, you can use First
Name, Last Name, Client #, Zip, Phone, and Last Visit
.
5. Look at each criteria row. There are three empty fields in each row with
an “operation” to the left of each one. These operations are used to specify
how the entered criteria is used. For example, if you would like to list all
client records in a specific zip code, you would choose the
= operator in
the Zip code criteria row, and input the desired zip code.
6. Enter the desired criteria into the appropriate box and choose the desired
operation, as explained in Steps 4-5.
