Version 1.

Copyright 2006
Page ii
 Table of Contents
MAIN FEATURES OF JSCT........................................................................................................................................... 1
WHAT TO EXPECT IN THIS USER GUIDE.............................................................................................................. 1
GETTING STARTED ....................................................................................................................................................... 2
P ATIENT LIST VIEW .................................................................................................................................. 3
P ATIENT D ETAILS VIEW ........................................................................................................................... 6
ENTERING PATIENT DATA......................................................................................................................................... 6
D ROP DOWN LIST BOXES ......................................................................................................................... 7
ENTERING CONSULTATION NOTES ....................................................................................................................... 8
AUTO COMPLETION BOX........................................................................................................................10
BOXES .....................................................................................................................................................10
S PELL CHECK ..........................................................................................................................................12
TIPS FOR ENTERING D ATA......................................................................................................................14
INDEX ......................................................................................................................................................14
S TRONG SYMPTOMS AND P ECULIAR S YMPTOMS. .................................................................................16
S EARCHING IN THE TEXT .......................................................................................................................17
ADDING A FOLLOW-UP CONSULTATION ................................................................................................18
REVIEWING A CONSULTATION ...............................................................................................................18
SCANNING A CASE ....................................................................................................................................................... 21
SENDING POTENTIAL RUBRICS TO RADAR AND MM SEARCHES TO EH ............................................. 21
TIPS ON ENTERING RUBRICS ..................................................................................................................21
TIPS ON ENTERING TEXT FOR EH SEARCHES ........................................................................................22
S ENDING THE RUBRICS TO RADAR AND MM S EARCH TO EH............................................................22
EXPLANATION OF THE F UNCTIONS OF THE WIZARD WINDOW .............................................................23
ADDING RUBRICS IN RADAR ..................................................................................................................25
MODIFYING THE RUBRICS ......................................................................................................................26
REDOING THE SEARCH ............................................................................................................................28
NAVIGATING BETWEEN PROGRAMS................................................................................................................... 28
PRACTICE MANAGEMENT FEATURES ................................................................................................................ 29
TIMER ......................................................................................................................................................29
CALENDAR ..............................................................................................................................................29
REFERENCE FEATURES............................................................................................................................................. 31
U SING THE BOOKS IN ACROBAT ............................................................................................................31
MANAGING THE PROGRAM..................................................................................................................................... 32
TEXT ANALYSIS ......................................................................................................................................32
D ICTIONARY MANAGER .........................................................................................................................33
S ETTING, CHANGING, AND USING A P ASSWORD ...................................................................................35
BACKING UP AND RESTORING DATA.....................................................................................................36
 Jeremy Sherr Dynamic Case Taker

Congratulations! You have just purchased the premiere edition of the Jeremy Sherr Dynamic
Case Taker (JSCT). This software allows the homeopathic practitioner to use a set of tools
which can dramatically affect and improve their work. Imagine being able to have all the notes
on hand for your patients in the space of your computer. Picture being able to have the most
important symptoms sent directly to RADAR and have it suggest rubrics to you. Do you
remember which interview your patient told you the unusual dream? Find it instantly with the
Fast Text Search Engine.

Main Features of JSCT

JSCT contains several features. Below is a list of a few of the main ones:
 Patient Management
 Tools to manage consultation appointments and between appointment interactions
 A word processor especially designed for case taking
 An As You Type spell checker
 A fully integrated appointment scheduler
 Text books to be consulted while using the program
 Pre-defined tables with homeopathic terms and data.
 Instantly go to important symptoms.
 A rapid Text Search Engine
 Tools to export information to RADAR 9.0 and EH.

What to Expect in this User Guide

This user guide was designed with two assumptions in mind. First, that the user of the Jeremy
Sherr Dynamic Case Taker (JSCT) knows about homeopathy. You have been trained in case
taking, you understand what things might be important and unique and what things are very
common and may not be as relevant to case taking. This program or manual does not teach you
how to become a homeopath. It helps make your task as a homeopath easier and more effective.
The second assumption is that the user has a working knowledge of Windows and basic word
processing. The Jeremy Sherr Dynamic Case Taker has many common word processing
features, such as Bold, Underline, Italics, Font selection, Color Selection, editing features, etc.
These features will not be reviewed in this document. Necessary knowledge of Windows is also
not covered. You should know how to start and stop programs, open and close windows, change
the size of windows, etc. This document also does not teach keyboarding skills If you need to
learn more about word processing, windows or keyboarding in general, please take a course
through your local community education department or purchase a book at your local book store.
This book will explain the unique features of the of the JSCT in detail. When you have
completed this book you will be able to take a case, mark important symptoms, customize the
program to work more like you typically work, export details to RADAR and EH.
Getting Started
Like most Windows programs, use the Start menu to begin the Jeremy Sherr
Dynamic Case Taker. If you have just installed it, it will appear in the
recently used programs list.

To start the Case Taker:

1. Click the Start button.
2. From the pop-up menu, click Jeremy Sherr Dynamic Case Taker.
The Case Taker Introductory Screen opens, requesting a password.

3. The program does not have a password to begin with, so leave the password box
blank and click Login. To learn how to set a password, see page 35.
4. You will notice that Adobe Acrobat automatically loads so when you wish to use the
reference documents that come with the program you may do so instantly.
5. After Adobe Acrobat loads, JSCT opens with patient names appearing in Patient List
view.
6. If you have not backed up your data in seven days, you will be notified with a No
Backup Alert dialog box:

7. If you wish to back up your data, turn to page for more information on backing up
data in JSCT.
8. If you do not wish to back up your data, click No.

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When you start the case taker from the start menu, the Program opens up with a list of all the
patients you currently have stored in the data base. If this is a new program there will be four
sample patients in this list. You can change this view in a variety of ways. You can:
 Sort the data
 Reorder the fields
 View each patient on a card
 View only certain specified patients
 Go to a particular patient

Patient List View

The Patient List displays all your patients and their information horizontally. This is also where
you create a new record for new patients.
By default, the list is arranged by patient ID, which is automatically assigned by the computer. It
may be more useful to have the data appear by last name, age, or any other field.

To sort the data:

1. In the Patient List, click on the field header by which you wish to sort the data. The
data will sort by that field.

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 2. A triangle will appear next to the field by which the data is sorted. If the triangle is
pointed up, the data is sorted from lowest to highest or from A to Z. If the triangle is
pointed downward, the data is sorted from highest to lowest or from Z to A.

In addition to sorting the data, you can also reorder the data as it appears from left to right.
Instead of having Last name appear before First Name, you can change the order.

To reorder the fields:

1. Click and hold the mouse pointer on the field you wish to move.
2. Drag it to the left or right until up and down arrows appear on the screen where you
want the field to appear.

3. Release the mouse button and field and all the data under it moves to its new location.

If you wish to view all the data on a limited number of patients at one time, you can do this by
changing the view with the Different Views button.

To change Patients List view:

1. Click the drop down arrow next to the Different Views
button.
2. Select Card View from the drop down list. The screen will
show four patients on cards. The selected patient will be highlighted.

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 3. To return to Table view, select that option from the drop down list.
4. From the Table view, click the drop down arrow on the Different Views button.
5. Select Single Card view. The selected patient will appear alone on the screen. (Note:
This is similar to the Patient Details view, but you cannot edit in this screen.)
6. The results of this button will differ depending on what view you are currently when
you click the drop down arrow and make a selection.

In addition to changing views, you can also limit your view to only a certain patient or patients
who share common names, addresses, etc.

To filter the patient list:

1. Click the drop down arrow on the Search for Patient/Case
button.
2. From the drop down list, select Filter. The Filter Editor Dialog box
appears.

3. Choose the column which contains the data you wish to filter.
4. Select the operator that matches the type of filtering you desire.
5. Type the value in the blank box.
6. Click OK. A confirmation box appears.
7. Click OK to clear the confirmation box.

Once you have accomplished what was desired with the filtered list, you will likely want to see
the entire list again.

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 To remove the filter:
1. Click the drop down arrow on the Search for Patient/Case button.
2. From the drop down list, select Clear Filter. The entire list reappears on the
screen.

Note: The Text Search feature works with the text of the consultation
interviews and is covered on page

Patient Details View

After you have located in the Patient List the client you have scheduled, you may proceed to add
information about the client, or add a consultation.
The Patient Details View is important because this is where you not only keep contact
information about your patient, but you also access the Case Taking feature of this software
through this screen.

To access patient details:

1. From the Patient List View, click the Show Selected Patient Personal Details button
-or-
Double click the desired patient from the Patient List. The Patient Details Window
appears.

Entering Patient Data

JSCT has many functions which make managing patient data a quick and easy task. Some of the
work happens automatically as you enter it, but you have a good deal of control over what
happens to the data. You can add emphasis to the data, indicate that it is peculiar, and add any
formatting that you desire to make the document more readable for you.

To add a new patient:

1. From the Patient List View, click the Open a New Patient in the System
button. A new Patient Details window appears.

2. Begin to add details about the patient by tabbing from field to field.

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 3. When you have completed adding information, click Save, Save and Start
Consultation or click the Save icon at the top of the screen.

Some practitioners like to take photographs of their clients. With digital technology,
photographs can be uploaded to the Patient Detail screen.

To add a patient photo:

1. Click the Load button next to the black square on the Patient Detail screen. An Open
dialog box appears.
2. Locate the photo of the current client.
3. Select the photo from the list and click Open. The picture appears on the screen in
place of the black square.
4. If you wish to view a larger version of the photo, click the magnifying glass located
below the photo. A larger picture appears in a different window.

5. Be sure to save the Patient Details after incorporating the photo.

Drop Down List Boxes

Within the Patient Details screen, many of the fields have choices you can make from a drop
down list box. This enables consistency from record to record in each field. So if you have
several patients who are teachers, they won’t be referred to as Teachers in some of the records
and Educators the rest of them.

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 To choose from a list:
1. In the Patient Details screen, click on the arrow next to the field to display the
choices.

2. Click on the desired choice from the list. The list will automatically close.

The list of choices may be incomplete from your perspective. So if your new patient is a circus
clown, that may not show up on the list.
If you need more options from which to choose, you can add your own in most cases.

To add options to a list:

1. Click into the field to which you wish to add an option.
2. Type your entry.
3. Press Enter. A confirmatory dialog box appears:

4. Click Yes to add an entry to the desired list.

Entering Consultation Notes

Once you have entered the Patient Details you can begin to enter a new consultation. As you
enter the consultation, you will notice that words will begin to appear in the boxes on the left
side of the screen. You may wonder why some of the boxes have nothing, when it seems that
they should have some words in them based on what you have entered into the consultation
screen.
After you are done with the consultation, there are more automation steps to take to categorize
and transfer data to the boxes.

To enter a new consultation:

1. After entering Patient Details, click on Save and Start Consultation.
-or-
Click on the arrow next to the Display Selected Patient Past Consultations button and
choose New First Consultation. The First Consultation Screen appears.

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 2. Begin typing the consultation in a manner you would normally use when using a
word processor.

The margins are narrow in the consultation screen to encourage you to not make the paragraphs
too long. The program works better if you press Enter after each sentence or two. You may also
wish to view more than one consultation on the screen at one time and this is more easily
accomplished with wide margins. However, you can change the margins if you wish. You can
change the margins for each case or change the default margins so the margins are changed for
each new case that you create.
Below indicates what each triangle represents:

To change the margins on the edit screen for the current document:
1. To change the left margin, click on the lower triangle on
the left and drag it to the desired location. Notice that the
top triangle goes with it.
2. To change the right margin, drag it to the desired location.

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 To change the default margins:
1. From the Edit menu, choose Preferences.
2. Click the Editor Tab.
3. Change the Left Indent and Right Indent to the desired location.
4. Click the red X in the upper right hand corner to change the margins.

Auto Completion Box.

JSCT has a feature that can assist you in taking the case if you are not very fast or efficient at
keyboarding. This is an auto-completion box. The box is optional, but if you are not very
comfortable at the keyboard, it is a way to enable you to keep up with a hasty client.

To enable and disable the Auto Completion Box:

1. From the Consultation Window, select Edit, Preferences. The Preferences dialog box
appears.
2. Click on the Editor tab.
3. To enable the Auto Completion box, make a check in the box by clicking into it.
4. To disable the Auto Completion box, remove the check from the box by clicking into
it if there is already a check there.
5. Close the dialog box by clicking on the red X in the upper right corner.

To use the Auto Completion Box:

1. After enabling the Auto Completion box, begin typing in the Consultation Window.
The Auto Completion box appears on the screen as you begin
to type each word.
2. To select a word from the auto completion box, arrow up or
down as you narrow down your selection by typing letters.
3. When the word you wish to include in the case is highlighted,
press Tab. The Auto Completion box disappears and the
completed word is entered into the case.

Boxes
On the right side of the screen are a series of boxes in which data is automatically placed. The
data is placed there as you type, or when you give a command to analyze at the end of the case
taking process. The boxes reflect ideas and categories commonly used by homeopaths.
The boxes can be opened, hidden, manually manipulated, moved around, etc. They are
represented by a list which is collapsible and expandable.

To hide and display the boxes:

1. If the box outline appears on the screen, click on the pin in
the corner to hide the boxes. The pin will turn sideways
and then the list of boxes will disappear and reappear with
the pin turned sideways. The word Boxes appears on the right side of the screen.

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 2. Rest the mouse on the word Boxes and the list of boxes will reappear.
3. To display the list of boxes back on the screen, click on the sideways
pin to keep the boxes on the screen.

What is contained in the boxes determines how the analysis happens at the
end of the case taking. If you have some text which you want to make
certain is in one of the boxes, you can add it manually.

To add content to boxes manually:

1. Highlight the word or words you wish to place in a box.
2. Position the mouse pointer over the box in which you wish to place the text and click
the right mouse button.

3. From the pop-up menu, choose Insert Selected Text Into Box. The text will appear in
the box.
The boxes contain important information related to the analysis of the case. You can view these
boxes at any time you are in a consultation window. You can open many windows at one time.

To view and edit content of the boxes:

1. Double click the title of the box you wish to view. The open box appears on the
screen.

2. If text appears that you wish to remove, select the text and press delete.
3. Click the red X in the upper right corner to save the changes and close the box.

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In some of the boxes you have an option to view carefully the key words that appear in the box.

To show the Keywords:

1. In the displayed box, click Show KeyWords. The key words appear in red and the
rest of the words are gray.

2. To display all the text, click the Clear button at the bottom of the window.
3. Click the red X at the upper right to save the changes and close the window.

Spell Check
The Jeremy Sherr Dynamic Case Taker also has two spell check features. One which you can
use at the end of the case, the other which spell checks on the fly, much like most contemporary
word processors. This may not seem like an important function, because likely you misspell
words all the time when taking the case with a paper and pen. But misspelled words could affect
the outcome of the computer analysis of your case, so using one of these two features is an
important part of the case taking process.

To Spell Check at the end of a case:

1. After you have completed and saved your case, from the Tools menu, choose Spell
Checker. The Spelling dialog box appears:

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 2. If the word is a commonly used word that the spell checker does not recognize, such
as a name or remedy name, click Add.
3. If you wish to leave the word as is, but not add it to the spell check click Ignore or
Ignore All.
4. If the word is misspelled and you see the correct suggestion, click on that suggestion
and choose Change or Change All.
5. Continue until you have finished spell checking the entire consultation. When the
entire document has been corrected, you will be notified with a dialog box.

To enable Spell Check on-the-fly:

1. From the Edit menu, choose Preferences.
2. In the Preferences dialog box, click on the Editor tab.
3. Put a check in the Spell Check On The Fly dialog box.
4. Close the dialog box by clicking the red X.

When Spell Check on the fly is enabled, words that are not
recognized appear with a wavy red line under them, much like
most word processors do. You may correct these words as they appear or wait until the end of
the consultation to correct them all.

To use Spell Check on-the-fly:

1. Type as you normally do in a word processor.
2. When you have misspelled word, position the mouse pointer over the word and press
the right mouse button. A pop up menu appears with spelling suggestions.

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 3. Select the correct spelling from the list and continue editing. If the correct spelling is
not on the list, correct the misspelled word manually. If the word is not recognized
but is correct, choose Add from the list of choices.

Tips for Entering Data

When you are entering data, it is helpful to utilize the normal homeopathic notations as you see
in the table below. These symptoms must be used with food items in order for those items to
appear in the food box. For example, if someone really is craving potatoes, you would enter,
potatoes+++. If someone felt good eating chocolate, you would enter chocolate>.
Notation Meaning
<, <<, or <<< Degrees of being aggravated or < Aggravates
made worse by something. << Strongly Aggravates
<<< Very Strongly Aggravates
>, >>, >>> Degrees of being ameliorated or > Ameliorates
helped by something. >> Strongly Ameliorates
>>> Very Strongly Ameliorates
+, ++, +++ Degrees of liking or desiring + Desires
something. ++ Strongly Desires
+++ Very Strongly Desires
-, - -, - - - Degrees of disliking something or - Aversion to
finding it undesirable; having an -- Strong Aversion to
aversion to it. --- Very Strong Aversion to

In addition to the above notations for food symptoms, they can also be used for modalities. For
example if motion strongly ameliorates a symptoms, you could enter it motion>>.

Index
The index box is on the left side of the screen. This feature enables the user to immediately go to
important aspects of the case. Where you used to flip through pages of notes and look for the
words or phrases that were circled or highlighted in some way, in JSCT, a single click of the
mouse will take you to those places.

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You can add words to the index as you type, or after you have completed the case taking process.

To add words to the index with the F5 key:

1. Select the word or words you wish to have in the index.
2. Press F5. The Add Item To Index dialog box appears:

3. If you wish to change the description of the text that will appear in the Index, do so
before clicking OK.
4. The new Index entry appears in the Index.

If you prefer to use your mouse, rather than the keyboard, there is a method for placing
information in the index using the mouse as well.

To add words to the index with the mouse:

1. Select the word or words you wish to have in the index.
2. Position the mouse pointer over the word and click the right mouse button. A pop up
menu appears.

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 3. Select Add Selected to Index. The selected text appears in the index on the left side
of the screen.

When you have all the important words indexed, you can then jump between important places
quickly and easily without having to flip through 25 pages of notes.

To use the index:

1. In the index region of the screen, click on the entry representing the area of the case
you wish to review. The insertion point will jump to the word you highlighted in the
case. You can now easily re-study that area of the case.

Strong Symptoms and Peculiar Symptoms.

The practice of homeopathy utilizes symptoms which are strong and those which are peculiar.
JSCT also utilizes these symptoms, but you have to tell the program which symptoms need
special emphasis.
On the Toolbar, there are icons which can be used to mark the text so when the program analyzes
the data, it can make special use of those marked symptoms.

To mark a symptom as peculiar or strong:

1. In the consultation screen, select the text you wish to mark as strong.
2. On the toolbar, click the appropriate Strong button to indicate this is a
strong symptoms for your patient.
3. The text will appear highlighted with a number appearing in brackets indicated how
strong that symptom is.

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 4. If this is a peculiar symptoms, click the appropriate Peculiar button to
indicate this is a peculiar symptom.

5. The text will appear highlighted with asterisks in brackets, one asterisk for each level
of peculiarity.

Once you have marked your symptoms, you can tell the system to show only those marked
strong and those marked peculiar, so you can concentrate on those symptoms.

To display only those symptoms marked strong or peculiar:

1. On the tool bar in the consultation screen, click the S/P button. After a few
seconds, only the strong and peculiar symptoms will appear.
2. To display the entire consultation, click the S/P button again.

Searching In The Text

With JSCT, the days of flipping through pages and pages of hand written notes to find a
particular phrase or word that you remember are over. You can automatically search the
contents of the consultations and go right to the text for which you are searching.

To Search for text:

1. From the Edit menu, choose Find. The Find dialog box appears.

2. In the Find What box, type the word for which you are searching.
3. If you want to match the capitalization, click Match Case to put a check in the Match
Case box. If you do not want capitalization to match, remove any check from the
Match Case box that may appear.

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 4. If you are searching from the bottom of the document, choose Up in the direction
box.
5. Click the Find Next button or press Enter. The word for which you are searching is
highlighted.
6. If this is not the instance you are looking for, click Find Next
again.
7. If the search stops and you are unable to see the highlighted
word, move the dialog box to a different part of the screen. To
move the dialog box, click the title bar and drag it to a new
location.

Adding a Follow-up Consultation

Follow-up consultations can also be entered into JSCT. These are added from the Patient Detail
view.

To add a follow-up consultation:

1. From the Patient Details screen, click arrow next to the Display Selected
Patient Past Consultation button.
2. Select New Follow-up Consultation from the drop down list.

3. OR From the Patient menu, choose New Follow-up. A New Follow-up Consultation
screen appears.

Reviewing a Consultation
You may wish to review the first consultation or follow-up consultation and compare notes. You
can also compare screens with one another, switching between the screens or viewing them all at
one time. There are several display options available. You can click between the consultations
or tile them so they all appear on the screen at one time. You can work on them full screen or
partial screen. Experiment and see what works best for you. It is also an option to minimize or
close the Patient Details window so you have more room available on the screen.

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Menu Choice Result

 Show All
Consultations
 Maximize any
open window.

 Show All
Consultations
 Minimize the
Patient Details
window
 Tile Horizontally.

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Menu Choice Result

 Show All
Consultations
 Minimize Patient
Details
 Tile Vertically

 Arrange All only

works after all
consultations are
open.

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 To view previous consultations:
1. Display the Patient Details for the patient whose consultations you
wish to view.
2. Click arrow next to the Display Options button.
3. From the Drop Down menu, select Show All Consultations.
4. Proceed to make additional menu selections as indicated above to arrange the
windows as desired.

Scanning a Case
Scanning the case is the key to the JSCT. It scans through the text of the case and places data in
appropriate boxes. You have a choice to clear out what is currently in the boxes and replace it
with new data. You may wish to do this with a follow-up case. However, anything that you
place in the boxes manually will also disappear.

To scan a case:
1. Open the consultation you wish to scan.
2. From the Edit menu, select Scan Case. A dialog box appears asking you if you wish
to clear out what is currently in the boxes.

3. Click Yes or No. JSCT will continue to scan the case. When it is complete, the
dialog box disappears and content appears in many of the boxes. Notice the color of
the letters on the box titles changes to red after the scan.

Sending Potential Rubrics to RADAR and MM Searches to EH

JSCT interfaces with RADAR 9.2 through a feature called the Jeremy Sherr Wizard. To access
this Wizard, you must first tell JSCT which symptoms you would like help finding rubrics for.

Tips on Entering Rubrics

If you are a verbatim case taker, you may need to rewrite some of the text before sending it to the
Rubrics box. For example, if someone says, “I am afraid of dogs.” You may want to rewrite it,
“Fear dogs.” If someone says, “I love chocolate,” you may want to write “chocolate++”.
The Wizard will search deeper than the current rubric, so you can be pretty general. So, for
example, if someone has cracks on the palms of their hands, you can write “cracks on hands” and
the Wizard will present rubrics which include both Cracks on Hands and Cracks on the Palms of
Hands. The advantage to this approach is that you may discover rubrics which you didn’t know
you wanted, or it will cause you to follow-up with a call to ask more questions about a particular
symptom. You always have the option exclude rubrics which are untrue—and you will need to
do this.

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When rewriting rubrics for entering into the Rubric Box, press Enter after each.

To enter potential rubrics into JSCT:

1. Locate, and rewrite if necessary, any symptoms that are potential rubrics.
2. Select the text you wish to copy to the Rubrics box. You can select more than one
line at a time if you have pressed Enter after the end of each Rubric.
3. Click on the Rubrics box.
4. Click the Right mouse button on the Rubrics box and select Insert Selected Text Into
Box from the pop-up menu.
5. Repeat until all desired symptoms are in the Rubrics box.

Tips on Entering Text for EH Searches

Just like doing a Materia Medica search directly in EH, it is best to use as few words as possible.
While EH will search for phrases, you may want to search for themes from JSCT. For example,
if someone is looking for “Support”, you may enter Support into the EH box. If you enter a
phrase, you won’t have the opportunity to specify search parameters from EH, such as an
Ordered Search within 4 words.
The purpose of the EH search is not for you to read through EH. The purpose is to gather any
additional remedies that may appear in Materia Medica but not in the repertory and turn them
into a rubric which can be included in the analysis in the Wizard or in Radar.

To enter words into MM Word Search box:

1. Follow directions for entering text into the Rubrics box above (page 22), only use the
MM Word Search box.
2. Alternatively, you can open the MM Word Search Box and type the words or phrases
directly into the boxes.

Sending the Rubrics to RADAR and MM Search to EH

Be sure to inspect the contents of both boxes before sending data.
Both activities occur at the same time and automatically open the Jeremy Sherr Wizard. You do
not have to have RADAR open at the time you begin the search, but if you do, you can control
which Repertories open in RADAR.

To send data to RADAR and EH:

1. After entering potential Rubrics and MM searches, save the file.
2. Scan the Case if you have not done so. (See page 21 for more information.)
3. Click the RADAR icon in JSCT.
4. After some time for the searches to occur, the Jeremy Sherr Wizard
appears.

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Explanation of the Functions of the Wizard Window
The Wizard Window was designed to enable users to work in such a way that follows the
methods and teachings of Jeremy Sherr and the Dynamis school. The following explanations
enable those who are not familiar with his methods the ability to become power users of JSCT.
For those who have studied with him, this will be familiar to you.
 In the Consultation data area:
 Clicking on the patient name will display all the rubrics and the EH search in the
window.
 Clicking on “Possible Rubrics” will display only the rubrics and not the EH search.
 Clicking on a particular rubric will display only rubrics related to that topic.
 Clicking on MM word search will display only the EH results.
 Clicking on the particular MM search will display only that search and the number of
remedies related to that search.
 The clipboards on the Jeremy Sherr Wizard do NOT correspond to the clipboards in
RADAR. When the data is exported to RADAR, it all goes to a single clipboard.
 The availability of multiple clipboards enables you to have different combinations of Rubrics
and EH searches to come up with a remedy. This is similar to using each clipboard for a
different topic in RADAR.
 When switching back and forth between the Wizard and Radar, you will see different
numbers of rubrics in the Clipboard in Radar, depending on which clipboard is active in the
Wizard at the time you switch to Radar.

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 When switching between the Wizard, Radar, and JSCT, do not use Alt+Tab to switch.
Use the appropriate buttons in each program.
 A checked rubric is included in the analysis. An unchecked rubric is not included in the
analysis. You would check or uncheck a rubric which you may or may not decide to keep in
the analysis.
 You can uncheck all the rubrics at one time, which is especially useful if you have 100 or
more rubrics in the Wizard.
 When you uncheck a rubric, you will notice that the value at the end of the symptom changes
to zero.
 You can also delete rubrics. You would delete a rubric which is never true about your client.

To use the clipboards in the Jeremy Sherr Wizard:

1. Scroll through the list of rubrics and click next to (uncheck) those which do not
describe your patient accurately.
2. If you wish to uncheck all the rubrics, right
click on any rubric.
3. From the pop-up menu choose Uncheck all
rubrics.
4. To delete any rubrics which are not true about
your client, select them one at a time, or Ctrl +
Click to select multiple rubrics.
5. Right click on the selected Rubrics.
6. From the pop-up menu, select Delete.

7. Confirm the deletion on the dialog box which follows.

8. Check and uncheck various rubrics and notice the change in the analysis on the left
side of the Wizard.

When you create a new clipboard, it creates a duplicate of the clipboard that was active when
you clicked the New Clipboard button. If you just want to see the remedies that come up from
the physical symptoms, you have the option of checking and unchecking the rubrics, or you can
create new clipboards and switch between them.

To create and use multiple clipboards:

1. Click on the clipboard which you wish to duplicate.

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 2. Click on the New clipboard icon. A new clipboard will appear between the highest
numbered clipboard and the New clipboard.

3. Switch between the different clipboards, making different combinations of rubrics by

deleting and unchecking them. Watch the results on the left side of the screen.

Adding Rubrics in Radar

There are still scenarios where you may wish to add a rubric you feel describes a symptom of
your patient but has not been brought up.

To add rubrics in Radar:

1. Click on the clipboard to which you want to add the new rubrics from Radar.
2. Click Add Rubrics. This will switch to Radar and the Wizard will disappear from the
screen.
3. Find the rubrics you wish to add and place them in clipboard 1 with the rest of the
symptoms.
4. To return to the Wizard, from Radar choose View, Jeremy Sherr Wizard. Notice that
the new rubric from Radar appears at the bottom of the list in a different color.

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Modifying the Rubrics
The Jeremy Sherr Wizard allows the user to add emphasis to particular rubrics which may be
very strong symptoms for the patient or may be a causation of the current situation. You can also
choose to only include those remedies which are covered by a particular rubric—creating an
elimination rubric.

To add emphasis to a rubric:

1. Select the rubric to which you would like to add emphasis.
2. Click the right mouse button. A pop-up menu appears.

3. From the pop-up menu, choose Underlining, and the appropriate number for your
client.

To add a quality of causation or elimination to a rubric:

1. Select the rubric to which you would like to specify as causative or eliminative.
2. Click the right mouse button. A pop-up menu appears.

3. Select Qualification and the appropriate choice which appears as a sub menu.

You may have rubrics which are all similar and it is impossible to distinguish between them for
this particular patient. For example, you may not know whether a child is afraid of failure or just
afraid of failing a test. They be too much of a teen-ager to explain. But if there is a difference in
the remedies, you want to include both, without adding too much emphasis to the overlapping
rubrics.

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 To combine selected rubrics:
1. Select the rubrics you wish to combine by clicking on the first rubric, holding the Ctrl
key and clicking the remaining rubrics.
2. Position the mouse pointer over one of the selected rubrics.
3. Press the right mouse button. A pop-up menu appears.

4. Choose Combine selected rubrics. The Combine/Group Rubrics dialog box appears.

5. If you wish to maintain the original rubrics for future reference, uncheck the Delete
the original rubrics box.
6. For further information on combining or crossing remedies, see the Radar manual.
7. If you wish to enter a new name, you may do so, otherwise the default name will
appear with “etc.” after it.
8. Click OK.

Just as in Radar, you can specify to only choose remedies which have a history of having a
strong affinity for a particular symptom. This would be especially useful for very large rubrics.

To specify degrees for a symptom:

1. Select the rubric for which you wish to specify acceptable degrees.
2. Right click the rubric. A pop up menu appears.

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 3. From the Degrees Selection dialog box, leave checked only those remedies that match
the degrees you wish to include in this symptom.
4. Click OK.

Redoing the Search

There are two different types of situations where you may want to redo a search. There are two
different procedures to accomplish this.
The first situation is where you have accidentally deleted a rubric or rubrics in the Jeremy Sherr
Wizard window. You wish to have the rubrics back in the window, but perhaps there are too
many to remember which ones to include by going directly to Radar.
In the second situation you may realize that you actually forgot to include some data in the
Rubric or MM Search boxes back in JSCT, or perhaps you just had second thoughts about a
symptom you had originally excluded.

To reset the rubrics in the Jeremy Sherr Wizard window:

1. Click on the clipboard you wish to redo. If you want to redo all of them, you will
need to repeat this process for each clipboard.
2. Click the Re-initialize button. The entire search for rubrics and the EH search will be
repeated.

To redo a search in the Jeremy Sherr Wizard and MM search in EH:

1. Go back to JSCT and make changes.
2. Rescan the document, emptying out the boxes.
3. Add your rubrics and MM Search to boxes.
4. Click the Radar button.

Navigating Between Programs

Once you have sent data from JSCT to Radar and EH, it isn’t always most practical to use the
Alt+Tab to switch back and forth between the programs. Use the following chart as a guide on
navigating between programs. It is important to note that the Jeremy Sherr Wizard window is
driven by and is part of Radar, not JSCT.

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From To Navigation Method
Jeremy Sherr Wizard JSCT Click the Case Taker button in the Wizard.
Radar Jeremy Sherr Wizard In Radar, View, Jeremy Sherr Wizard.
Case taker Radar (once the data Alt + Tab.
has been sent to Radar)

Practice Management Features

The Jeremy Sherr Dynamic Case Taker has a number of built in practice management features,
including a timer to use while case taking and a calendar for booking the next appointment.

Timer
Some homeopaths charge fees by the clock, others by the appointment. Either way, you need to
keep track of the time that you are spending on each client so that you don’t keep other clients
waiting. The time on the timer is saved at the end of each consultation and is saved with that
consultation.
The timer can be set to start automatically each time a
new consultation screen comes up, or you can start it
yourself.
You can also pause the timer if needed.
The timer is located on the bottom toolbar, just above
the consultation editing screen.

To use the timer manually:

1. Open a consultation screen and the timer will appear on the bottom toolbar.
2. Click the Start button on the timer and the clock will begin counting by the second.
3. To pause the timer click the Pause button on the timer.
4. To stop the timer, click the Stop button. This will reset the counter to zero.

To start the timer automatically:

1. From the Edit menu, choose Preferences. Click the box next to Start Timer on Each
New Consultation.
2. Close the Preferences box by clicking the red X in the upper right corner.
3. Create a new consultation by choosing Patient, New Follow-up. The timer will begin.

Calendar
The calendar feature allows you to schedule the client’s appointment with them and record the
date in their client file.

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To access the calendar::
1. Click the Calendar icon. The calendar opens on the left side of the
screen
2. Increase the size of the Calendar if necessary by positioning the
mouse pointer along the border of the Calendar and the Index until it
is a two headed arrow.
3. Drag the arrow to the right as desired.

To make an appointment:
1. Once you have accessed the Calendar, find a date for the next
appointment and go to that date on the calendar.
2. To display additional months than are currently displayed,
click on the title of the month and hold the mouse button down.
Several months pop up on the screen.
3. Select the desired month. That month will replace the current
month on the calendar.
4. Click on the date for the next appointment. The daily calendar
will change to that date.
5. Click on the time to start the appointment.
6. Click New Appointment.
7. In the New Appointment dialog box, click next to Subject to
display a list of patients from which to choose.

8. Double click the name of the patient and his name will appear in the Appointment
box.
9. Click Save and Close. The patient’s name will appear in the daily calendar.
10. Click Save on the Main Calendar.

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If you have several clients in one day, you may not want to close the calendar completely.
Instead, you can temporarily put the calendar aside and access it quickly and easily after the next
patient. This is called Hiding the calendar.

To hide the calendar:

1. After you have completed entering an appointment, click on the Auto-
Hide pin to temporarily store the calendar on the side of the window.

Reference Features
The Jeremy Sherr Case Taker includes a number of reference features that are useful in the
middle of a consultation or while analyzing the case after the patient has left. Much of the
information was written by Stephen Gascoigne, a Chinese Medicine doctor who has written
concise guides which present a view vastly different from conventional medicine. The books
that are included with JSCT are the Drug Guide and the Clinical Medicine Guide. Please take
some time to read these books between patients.
Here’s what Jeremy Sherr has to say about The Clinical Medicine Guide:
I wish I had had this book when I was at school! Dr. Gascoigne has produced a much
needed and excellent work. This volume combines orthodox pathology with energetic
concepts in a clear and precise way. A must for every alternative student and practitioner.
I truly think this is a wonderful book!

Using the Books in Acrobat

Both books are presented in Adobe Acrobat format. When they are first opened, the window is
very small. However, the window can be sized and the Auto Hide feature turned on so the
window size of the books can be preserved by putting them aside. They are easily searched with
the features of Acrobat.

To search the books in Acrobat:

1. Open the desired book by clicking on one of the two book
icons. The book window will open very narrow on the left
side of the screen.
2. Enlarge the book as indicated in Step 2 of the calendar, page 29.
3. In the Acrobat window, click the Find icon. The Find dialog box
appears.

4. Type the word or phrase for which you are searching in the Find What box.

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 5. Press Enter or click Find. Acrobat will proceed to the first occurrence of the word
and close the dialog box.
6. If you wish to find the next occurrence of the word click the Find Again
button.
7. If you are searching for a short word, you may find many occurrences of the word
within other words. If you wish to only find that word as a whole word rather than a
string of characters within a longer word, click the box Match Whole Word Only.
8. If you are at the bottom of a document and wish to search toward the top, click the
box Find Backwards.
9. If the word you wish to find must be capitalized in a particular way, click the box
Match Case.
10. When you are done using the books, turn on the auto hide
feature. The book appears on the left side of the screen.
11. To redisplay the book, click on the book on the left side of the
screen.

There are other reference resources that do not show up as books, but as single pages. They are
accessible through the menu, as are the text books.

To display other references:

1. In the JSCT Consultation window, choose Tools, References. A sub menu pops out
to the side.
2. Click on the reference you wish to read.

Managing the Program

The Jeremy Sherr Case Taker program as it was created is quite complete. However, there are
ways for the individual user to adapt the program to work in a way which reflects their own style
and word usage.
There are two management screens and other tips available on making the program reflect your
own needs.

Text Analysis
If you have ever found yourself going through your notes to count how many times a patient said
a certain word, this will be a very useful feature for you. For example if a patient uses the word
“manage” a number of times, you may need to take notice of this. Even more helpful is if a
patient uses a word frequently (other than common words, of course) and you don’t notice it, the
Text Analysis feature is even more helpful.

To analyze text:
1. From the bottom icon bar, click the Text Analysis icon. The Text
Analysis dialog box appears:

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 2. Scroll through the Words section and pay special attention to any uncommon words
with multiple entries.
3. If you have a word that JSCT doesn’t recognize and you would like to add it to the
dictionary, click Add Selected To Dictionary. (See Dictionary Manager on page 33
for more information on this feature.)
4. To sort any of the columns, click on the column header.
5. To remove a word from the word list or the ignore words list for this consultation
only, click on one of the buttons in the middle of the dialog box.

Dictionary Manager
The Jeremy Sherr Case Taker includes a long dictionary of words which typically belong to
ideas, concepts or chapters in homeopathy which are represented by boxes on the right side of
the screen. However, your experience may be that a particular word should belong in a different
box as well. In addition, not all words in the dictionary are assigned to a box, so you can also
automate that for any word that you find in the dictionary. For example, the word “cracks” may
refer to a condition of the skin, and you find that the person also has a back that cracks and an
ankle that cracks and a voice that cracks. This may need to go into generalities or particulars.

To change a target box for a word:

1. Click the Manage Dictionary icon. The Dictionary appears on the left side
of the screen.

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Click on Plus sign

Click on Asterisk

2. Scroll down in the Word column and find the word for which you wish to change the
target.
3. Click on the plus next to the word you wish to modify.
4. In the drop down box below the word, click the asterisk. The asterisk changes to a
right pointing arrow.
5. Click into box next to the right pointing arrow and a drop down arrow appears.
6. Click on the drop down arrow and select the desired Target Box from the list.

7. Press Enter to complete the selection.

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 8. If you wish to add an additional Target Box, click into the asterisk and repeat from
Step 5.

Setting, Changing, and Using a Password

When you first start JSCT, there will not be a password assigned to the program. You may wish
to set a password on JSCT to protect the privacy of your patients.

To set or change a password:

1. From the File menu, choose Change Password. The Change Password dialog box
appears:

2. In the Old Password box, enter your old password, if you have one. If this is the first
time you are setting a password, leave the box blank.
3. Enter your new password in the New Password box.
4. Retype the new password in the Confirm New Password box.
5. Click OK. Your password will be in effect the next time you start JSCT.

To use a password:
1. Start JSCT from the Start Menu. The Login Screen appears:

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 2. Click into the Password box and enter your password.
3. Click Login. JSCT will begin.

Backing Up and Restoring Data

Backing up data takes only a couple of minutes and is very crucial to maintaining the integrity of
your patient care.
Recognizing that people are often busy at the end of the day, JSCT reminds you to back your
data up when you bring up the program each day. You can, if you choose, back up your data at
the end of the day manually as well.
Although JSCT only reminds you to back up your data if you haven’t backed it up in the last 7
days, you should back your data up each time you enter new information into JSCT.

To back up data when reminded:

1. After starting JSCT, when reminded by the No Backup Alert dialog box that you
haven’t backed up your data in 7 days, click Yes.

2. After a few moments, back up will be confirmed.

To back up data manually:

1. From the File menu, choose Backup and Restore Data. A Backup and Restore Data
dialog box appears:

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 2. Click the Backup button.

3. A file is created which includes the current day, month, year and time.
4. Click OK on the dialog box.
5. Click Close on the Backup and Restore Data Base dialog box.

If you must restore the data, this can be done through the same command.

To restore the data base:

1. After starting JSCT, choose File, Backup and Restore Database.
2. From the Backup and Restore Data Base dialog box, choose Restore.
3. In the Browse for Folder dialog box, the default directory will be highlighted. Click
OK.

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