User's
Manual
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Chapter 2 - User Log In and the Interview

If you have not already installed the software, do so now. When you have successfully installed the software, Double-Click the BALANCE PC icon to start the program.
A Log In dialog box appears. Before proceeding further, you must add yourself as a user. We recommend that you define a password. Password protection is optional, but it keeps your personal calendar records accessible only to you.
You have the option to define a password Hint. A cleverly defined hint can help you remember your password. The hint appears at Log In whenever you select your name from the list of users. A single BALANCE PC installation supports up to eight users.

To add yourself as a user follow the steps in the section, Adding a User.
Repeat the steps to add other users.

The Log In dialog box has several components.
  • Add A Name adds users.
  • Log In starts the program.
  • Exit Program exits the software from the Log In screen.
  • Adding a User


    • 1. In the Log In dialog box, Click 'Add a Name'. The Add a Name dialog box. Enter your name in the Name field. You can enter up to 50 characters (letters, numbers, or both). Press [Tab] or use the mouse to advance to the Password field.
      2. At the Password field, you can decide whether you want to enter a password. The password is case sensitive; uppercase and lowercase characters are unique. You can enter up to 50 characters (letters, numbers, or both). Choose an easy to remember password.
      The password does not display as you type it. Instead. an asterisk (*) is shown for every character that you type. If you write your password down, keep it in a safe place. When you are done, press [Tab] to advance to the next field.
      3. At the next field, enter your password one more time, exactly as you entered it before. This ensures that you have typed in the password you intended.
      4. When you are done, press [Tab] to advance to the Hint: field. This field is optional but is recommended to help you remember your password. If you define a Hint: make sure that it does not make it too easy for others to guess our password.
      5. When you are done, press [Enter], or Click 'Add' to submit the new user. To discard your inputs or to cancel the new user, Click 'Cancel'. Whether you added the new user, or canceled it, you should be back at the Log In dialog box.
  • Logging In


  • Editing a User


    • 1. Jump to the Home Screen. From the main menu bar, select File / Edit Users...
      2. The Edit Names dialog box appears. Select the name of the user that you want to edit. Click 'Edit'.
      3. The Password Verification dialog box appears if that user has a password. The name is the user's name that you selected from the Edit Names dialog box. Enter the user's Password and Click 'OK' to proceed, or 'Cancel' to abandon your edits.
      4. When you Click 'OK', the Edit Log In Information dialog box appears. You can edit the name of the user and the hint. If you want to edit the password, Click the option box called Check to Change Password. The New Password and Verify New Password fields are now available for input. Enter a new password in both the New Password and Verify New Password fields. Click 'OK' when done, or 'Cancel' to abandon your edits.
      5. When the Edit Names dialog box reappears, Click 'Done' to return to the Log In dialog box.
  • Deleting a User


    • 1. Jump to the Home Screen. From the main menu bar. select File / Edit Users...
      2. The Edit Names dialog box appears. Select the name of the user that you want to delete. Click 'Delete'.
      3. If that user doesn't have a password set, skip to step 4. If that user has a password set, enter the Password of the user you have selected to delete.
      4. Click 'Delete' when done, or 'Cancel' to abandon your edits. If you Click 'Delete', a warning reminds you that your action results in the loss of all the user's data. At this point you can Click 'Cancel' to keep the user. If you Click 'OK', a final confirmation appears asking you if it is OK to delete the user. Select Yes to delete the user, or No to keep the user.
  • Taking the Interview and Setting a Personal Health Plan


    • Once you log in, if you have not yet taken the Interview, you are prompted to take it. The Interview helps you set a plan to improve your health. It asks questions about your health and daily activities. This information helps you evaluate your current health and establish goals to meet your personal health plan. When you have finished the Interview, your regular health activities (such as Blood Glucose testing, insulin doses, other drugs, and exercise) are scheduled in your Calendar. Your goals and targets are stored for viewing in your Reports.
      Each section of the Interview has instructions to help you answer the questions. As you complete the Interview you make selections from dropdown lists, type directly into fields, and make other choices.
      The Interview helps you:
      • Assess your cardiac, diabetes and cancer health risks, with recommendations for each.
      • Create a personal health plain to meet your desired targets and to schedule some important health Events in the Smart Health Calendar right away.
      You can retake the Interview to create and schedule, for example, new drugs and mixed doses of Insulin. When you have finished the Interview, all new information is saved and new plains are scheduled in the Smart Health Calendar. If you re-take the Interview, you will not see the plans that you have already scheduled from the Interview. Do not schedule them again, or you may see multiple entries in your daily Calendar.
  • Sample User Entries


  • After Logging In


    • After you log in, the first screen that you see is the Home Screen. You can jump to any place in BALANCE PC from the Home Screen.

      The Home Screen
      The Home Screen has several areas to Click on to go to different areas of BALANCE PC:
      • Smart Health Calendar
      • Diabetes Manager
      • Diet & Weight Manager
      • Exercise Manager
      • Drugs & Symptoms Manager
      • Personal Medical Record
      • Read Meter
      • Library

      The Jump Bar
      BALANCE PC has a jump bar that you can Click to jump to other areas quickly. The jump bar is present on the left side of every screen.

      The Menu Bar
      The BALANCE PC menu bars are always present and allows you to print, edit selections, jump to different areas, select lists and much more.
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