Logging out at the end of your session and locking your screen when stepping away ensures that no unauthorised person can access patient information or your workspace.

Logging out ends your session completely. Locking your screen keeps your session open but prevents others from accessing it until you unlock with your credentials.

You can switch between open windows using the Window menu or by pressing F2. You can also resize, rearrange, and save window settings so your preferred layout loads automatically.

Yes. Use Edit > Defaults > Set Defaults for This Window to save size, position, and layout. These will be applied automatically when the window reopens.

Segment lists let you switch between categories of information in the Work Centre, while record views display details about a specific selection. Together, they help you organise and access patient or task data efficiently.

Use filters to narrow lists to relevant items, or use search fields to run database-wide searches. Search fields are marked with an ellipsis (…) and allow both direct entry and drop-down selection

Yes. Common shortcuts include Ctrl+N (new patient), Ctrl+F (find patients), F2 (switch windows), and F1 (help). Using shortcuts reduces reliance on menus and speeds up data entry.

Yes, you can reset defaults under the Edit > Defaults menu, or manually revert window layouts and filter settings.