As part of setting up your trial, from the Welcome Screen you can select to create Sample Clients and a Sample Cabinet (refer to FYI Welcome Screen).
Displaying the Sample Content Settings
- Login to FYI as an FYI Admin.
- From FYI, click Settings in the top right-hand corner.
- Select Practice settings from the drop-down.
- Select Admin.
- Go to the Sample Content tab.
When Sample Clients and Cabinet is enabled, the Sample Clients are shown in the Clients list with a blue Sample icon to indicate they are samples.
The following is an example of Clients list with the Source column included and filtered to show the Source as "Sample".
When Sample Clients and Cabinets is enabled, this also enables a Cabinet called "Sample" which, by default can be accessed by all users.
Sample Content can be disabled at any time from Practice Settings. This hides the Sample Clients and the Sample Cabinet but these can be enabled again at anytime.