Desktop Basics

The User Desktop changes depending on which Desktop Tools you have selected to display, but the basic features and functionality remains the same.


  • Desktop Legend
    1. Session Information - Click the CGM webPRACTICE logo in the upper-left corner to view detailed information about the current session.
      The Security Level refers to the current user's security level as it is stored in Maintain Users under System, User Management.
      The CT,CC information refers to the current database and the Namespace is your practice's CGM webPRACTICE client number with the letter 'C' in front of it.


    2. Active Function - This 'screen name' reflects the current function or menu.

    3. New Session, Home, Lock, and Logout Icons:
      • New Session - Click New Session in the upper-right corner of the screen to open an additional session, if necessary. NOTE: See User Licenses for additional information.
      • Home - Click Home in the upper-right corner of the screen to immediately return to the home page (User Desktop screen). The Home icon does not appear when the User Desktop is the active function.
      • Lock - Click Lock in the upper-right corner of the screen to lock your session to prevent other users from accessing the system under your user name while you are away from your desk. You need to enter your password to log back in. You can also start a new session from this screen by clicking New Session in the upper-right corner of the screen or in the Action Column.
      • Logout - Click Logout in the upper-right corner of the screen to properly close your session and release the job.

    4. Function Search - You can search and select menu functions without having to manually click through the menus.
    5. User Name, Practice Name, and Database Number - Displayed n the upper right corner of the screen:  the name of the user logged into the session, the Practice Name for the active database and the active Database Number.
      • Changing Databases
        To switch to another database, click on the Practice Name or Database Number. A screen will display for you to type the database number that you want to switch to. You can do this from the User Desktop or from any main menu, if your user name has been given the Allow DB Change functionality in Maintain Users under System, User Management.

    6. Navigation Menus - The main menus/modules are listed in the upper-left section of the Action Column. When you navigate through the menus, additional available functions are listed in the upper portion of the Action Column. The menus available here correspond with the menus assigned to each user in Model User Menus under System, User Management.

    7. Desktop Configuration - Each user can change the configuration of the sections on their User Desktop. For information about modifying the desktop, see Desktop Configuration.

    8. Desktop Tools - You can access the Desktop Tools from any menu or function. The Desktop Tools are always listed in the lower portion of the Action Column. For information on each individual desktop tool, see the User Desktop Functions section under the Introduction help section.

    9. Announcements - The Announcements section is populated on a daily basis. You can add new announcements, delete announcements entered under your user name, view announcements populated from the On Call notes for every doctor in the Schedule module or view announcements entered by other users. For more information about this section, see Announcements under the Introduction, User Desktop Functions section of help.

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