axiUm User Guide

2009-2010

axiUm Training STARTING AXIUM................................................................................................................................................................... 1 SELECTING/FINDING A PATIENT.......................................................................................................................................... 1 PATIENT CARE MODULE....................................................................................................................................................... 2 PERSONAL PLANNER............................................................................................................................................................ 3 ELECTRONIC HEALTH RECORD (EHR)................................................................................................................................ 4

EHR - OVERVIEW ................................................................................................................................................................... 4 EHR - NAVIGATION................................................................................................................................................................. 5

Full Screen ...................................................................................................................................................................... 5 Changing the Top Pane .................................................................................................................................................. 5 Limiting by Site................................................................................................................................................................ 5

EHR - FORMS ........................................................................................................................................................................ 6 Adding a New Form......................................................................................................................................................... 6 Editing a New Form......................................................................................................................................................... 6 Field Types...................................................................................................................................................................... 6

EHR – TREATMENT PLANNING ................................................................................................................................................ 7 Viewing Existing Treatment Plans................................................................................................................................... 7 Creating a New Treatment Plan ...................................................................................................................................... 7

EHR – IN PROGRESS .............................................................................................................................................................. 9 Today’s Activities............................................................................................................................................................. 9 Pending Treatments ........................................................................................................................................................ 9 Health Summary.............................................................................................................................................................. 9 Radiographs.................................................................................................................................................................... 9

EHR – TREATMENT HISTORY................................................................................................................................................. 10 Edit Record via Double-Click......................................................................................................................................... 10 Edit Record via the Toolbar........................................................................................................................................... 11 Edit Record via Right-Click............................................................................................................................................ 11 Faculty Approval............................................................................................................................................................ 11 Treatment History Views ............................................................................................................................................... 11

EHR - IMAGING .................................................................................................................................................................... 12 Toolbar Options for the Imaging Tab............................................................................................................................. 12

EHR – PERIO CHARTING....................................................................................................................................................... 13 Adding a New Form....................................................................................................................................................... 13 Other Options................................................................................................................................................................ 13 View Statistics ............................................................................................................................................................... 13

EHR - LABS......................................................................................................................................................................... 14 Adding a New Lab......................................................................................................................................................... 14 Editing a Lab ................................................................................................................................................................. 15 Adding a Lab Illustration................................................................................................................................................ 15 Submitting the Order to the Lab .................................................................................................................................... 17

EHR - ATTACHMENTS ........................................................................................................................................................... 18 Previewing Existing Attachments .................................................................................................................................. 18 Treatment Planning Contracts....................................................................................................................................... 18 Scanning Documents .................................................................................................................................................... 18 Consent – Create New Record...................................................................................................................................... 19 Letters – Create New Record........................................................................................................................................ 20

EHR - PRESCRIPTIONS ......................................................................................................................................................... 21 Creating a New Prescription.......................................................................................................................................... 21 Reprint a Prescription.................................................................................................................................................... 21 Refill a Prescription ....................................................................................................................................................... 21

EHR – CHART ADD (AGE, MISSING, FINDINGS & PRE-EXISTING).............................................................................................. 22 Age of Teeth.................................................................................................................................................................. 22 Missing Teeth................................................................................................................................................................ 22 Conditions ..................................................................................................................................................................... 22 Pre-Existing................................................................................................................................................................... 22 Search for Codes .......................................................................................................................................................... 22

APPOINTMENTS ................................................................................................................................................................... 23 APPOINTMENTS OVERVIEW .................................................................................................................................................... 23 VIEWING APPOINTMENTS ....................................................................................................................................................... 23 SCHEDULING APPOINTMENTS (STUDENTS ONLY) ..................................................................................................................... 23 ADDITIONAL FUNCTIONS........................................................................................................................................................ 23 ATTACHING RECALL TO AN APPOINTMENT .............................................................................................................................. 24 ATTACHING TREATMENT PLANS TO AN APPOINTMENT .............................................................................................................. 25

START CHECK (STUDENTS ONLY)..................................................................................................................................... 26 Start-Check Indication ................................................................................................................................................... 26 Start-Check Dialog ........................................................................................................................................................ 26

Page 1

STARTING AXIUM

1. Double click on the axiUm icon on the Windows desktop area. After loading the program, the Logon window will be displayed.

2. Swipe your axiUm user ID card through the workstation’s swipe card reader. The system will

validate the user access and if permitted, display the axiUm main window. Note: If a message appears stating that a “You have an older version …” this means a software

update has been loaded on the server. Please answer “Yes” to load the update. Until this is done, this workstation will not allow the user to access axiUm.

SELECTING/FINDING A PATIENT

1. Access the Rolodex icon on the left of the AxiUm window.

2. Click on any column to see all patients assigned to you.

3. Or from the Rolodex window, type in the criteria to use to search the patient on. Enter the patient’s chart# or part of the patient’s name. This can be entered as any first few letters of the patient’s last name and, optionally, a comma followed by the first few letters of the first name (for example, “Smi, A” could be used to find Angela Smith. Press on the gray column title to search. If the patient appears, then continue with the next step otherwise try searching for the patient on different criteria, or with a different possible name. If the patient is not there, then the patient is not currently assigned to you and you should see your Module Director to resolve the issue.

4. Select the patient by one of the following methods : � Double click on the patient in the list, or � Right-click on the patient in the list and choose “Select”, or � Drag the patient in the lower list and drop them in the Selected patient list on

the right part of the Rolodex window (drag and drop process involves pressing the left mouse down and what to drag, move the mouse with the left mouse button down, and release the left mouse button when the pointer is over the area to drop the item on).

Note: A patient must first be selected in order to perform almost any task related to a patient. The white card in the rolodex will show some information on the patient. To see more information,

click the folder icon which will open the Patient Card window. This window shows patient demographics, insurance information, alerts, account balances and appointments (past and future).

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PATIENT CARE MODULE

The Patient Care Module is a centralized area to access and view patient information. Click the Patient Care icon to access the option. The tabs across the top give access to the following patient reports:

� Overview � Treatment � Clinical � Transactions � Appointments

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PERSONAL PLANNER The Personal Planner provides the students/residents with a complete overview of their workload.

Click on the Personal Planner icon on the left of the main axiUm window.

� Unapproved items: The lower list will display all unapproved items for the provider. Right-click of a line will allow you to select the patient or launch into an approval screen that your faculty can swipe.

� Assigned patients � Appointments: All appointments for this student/resident within the date ranges specified at

the top of the window. An appointment can be edited by double clicking on the appointment line in the lower list

� Lab orders Other student information is also available via the custom report tabs across the top. These reports include:

� Student achievements � OS Grades � Flags � Patient balances � Student completed procedure log � Competencies � Roster � Radiology completed procedures

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ELECTRONIC HEALTH RECORD (EHR)

The Electronic Health Record (EHR) is where all clinical patient data is entered. The information is organized within tabs and sub-tabs. EHR - Overview

EHR � Open the Electronic Health Record (EHR) by clicking . � Use the tabs outlined below to add and modify information the EHR.

Forms Tab � The tab allows forms of information to be associated with

the selected patient (i.e. Medical History)

Tx Plan Tab � The tab contains a series of sub-tabs that allow the user

to work through the development of a treatment plan for the patient.

In-Progress Tab

� The tab is separated into three sections: o Today’s Activities o Pending Treatments o Health Summary

Tx History Tab

� The tab is used to edit records in a treatment window.

Imaging � The tab allows you to view patient radiograph images

that were acquired through Emago.

Perio Tab � The tab allows access to creating new Perio charting and

viewing past Perio charting.

Lab Tab � The tab allows access to creating new labs, tracking lab

status and updating Labs.

Prescription Tab

� Then tab is used to create new prescriptions, reprint prescriptions and refill prescriptions.

Attachments � The tab is used to add attachments to the patient

record and can be: o Letters o Consents o Scanned Documents

Chart Add Tab

� The tab is used to enter findings including conditions and pre-existing treatment to the patient record. It does not exist by default and must be accessed via the Create New Record button

while in the Chart, In Progress or Tx History tab.

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EHR - Navigation

Full Screen

� The EHR window allows the user to make any tab full screen.

� The down arrow opens the Odontogram full screen. � The up arrow opens lower tab full screen.

� To close full screen view click on the down arrow at the top of the screen.

Changing the Top Pane

� Any of the bottom tabs (except the Chart Add tab) can be moved to the top pane using drag and drop. � Left-click on the tab that you wish to move, while holding the mouse button down drag the tab up to the

top of the screen, and release the mouse button. � The chart view returns to the default once the EHR window is closed and re-opened.

Limiting by Site

� Within the Trx History tab, you can limit the display to a specific site(s). Click the box with the

3 dots next to the Site field and select the site(s) that you want to see.

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EHR - Forms All available and completed forms for the selected patient can be found in the Forms tab. To access

Forms entry, click the tab within the EHR The forms list on the right contains all of the different forms completed for the selected patient. Each form will open with a series of tabs representing different areas of the questionnaire.

Adding a New Form

If the form does not exist in the Forms on File window then click on the Create New Record button

, select the required form from drop-down menu and click OK. Complete the form. If you see

then click on the box and acquire the patient’s signature. Once the signature has been

captured will display on the bottom right of the form. Forms requiring approval will show in

blue font in the Forms on File window. Click on and obtain faculty approval via a swipe.

Editing a New Form

An EPR cannot be edited until it has been approved with the current responses.

Field Types

To record the patient’s response to each question, click on the question in the left side of the window, and then fill in the response on the right.

� Long Response: Questions that require a long response will initially look like a highlighted line. To enter the text of the answer, click once on the space bar on your keyboard, or double click the question line. This will open the answer field in “edit” mode. When the response is complete hit the <esc> key, or hit the down arrow key, or highlight the next question line to exit “edit mode”.

� Yes/No: To respond to a Yes / No type question click with the mouse on the response desired or using the keyboard enter a ‘Y’ for Yes, an ‘N’ for No or ‘U’ for Unanswered.

� Drop-Down: Click the down arrow to see the list of answers and then click on the appropriate response.

� Date: Enter date in the format mm/dd/yyyy. � Numeric: Enter numbers only.

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EHR – Treatment Planning The treatment plan entered here must be approved by an instructor and accepted by the patient prior

to being saved to the patient’s dental chart. To access Treatment Planning entry, click the tab within the EHR.

Viewing Existing Treatment Plans

� The tab displays a list of existing plans (if any) sorted by date of entry. � To view existing plans, highlight the plan and click on the sub-tabs at the bottom of the

page. The selection of the plan on this tab, determines what is displayed on the other tabs.

Creating a New Treatment Plan

To begin the process of creating a new plan, click the Create New Record button on the right,

automatically switching you to the sub-tab. Problems

� Plan Description: Give a name to the treatment plan that defines the exam or treatment. � Chief Concerns: Enter the patient’s comments about the issue he/she is experiencing.

� Update Window: Click on at the far right to open the Update Problems window. Select

the appropriate problem description from the expandable menus. Click at the top of Update Problems window to move the selected problem to the bottom window. Close window when all problems have been added.

Diagnosis

� Problems: The patient's chief concerns and the problems entered in the problems tab and labeled TX Plan display here (read only).

� Additional Problems: Type in any additional problems that are not in the list of problems.

� Diagnosis: Click on the far right to open the Select Diagnosis Codes window. o Category: Select the diagnosis category from the drop-down list. o Criteria: Will show an underscore. Click on either Code or Description to bring up

the alternative codes. Double-click to add the Selected Diagnosis at the bottom of the window. Close window when all diagnoses have been added.

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Detailed Plan

� Click the Create New Option button and the right of the screen to create the detailed plan. Your screen will open to the Diagnosis sub-tab with all of the diagnoses you entered

earlier. � Double-click on the first diagnosis you want to address in your treatment plan. It doesn't

matter what order you enter them in the system now as axiUm will order them based on the phase and sequence you assign as you create the plan.

� Navigate to the treatment code needed using the Search option or clicking to open up treatment sub-categories. Double-click the procedure code to open the Details window with the Code and Description already entered. Add Phase and Sequence and click on the

Create New Record button . Treatment Approval

� Treatment Approval: Click on at the conclusion of creating your treatment plan and then click on the Approvals box in the top left corner for faculty to review and approve your treatment plan. Once approved, your text changes from blue to black.

Patient Approval

� Patient Approval: Click on to open the proposed treatment plan that you

had created. Click on . The Treatment Plan consent form will open and can be reviewed on screen or printed out for the patient. Close the preview screen and capture the patient’s electronic signature.

Deleting Existing Treatment Plans

If a treatment plan has been created but not approved by faculty then you are able to delete the plan by highlighting the line and clicking the delete button.

Reopening Existing Treatment Plans

A treatment plan can be reopened and modified if the patient has not accepted and signed it. To reopen the treatment plan click on the Reopen button and get faculty approval.

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EHR – In Progress

To access In Progress data, click the tab within the EHR In Progress information is separated into three sections:

� Today’s Activities � Pending Treatments � Health Summary

Today’s Activities

Lists all activity for the current date: Appointments Clinical Notes Treatment Plan Contracts EPR forms added or updated Lab Activity Perio Charting Prescriptions written Problems Identified through Treatment Planning Treatment completed Treatment planned Treatment in-progress

Pending Treatments

Lists all planned/in progress treatment and appointments that are pending for the patient. Treatment that is attached to today’s appointment is listed in red.

Health Summary

Displays in summary form of the latest medical history findings.

Radiographs

The most recent two mounted radiographs are displayed on the screen.

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EHR – Treatment History This is the area where users view, enter, modify, and complete dental treatments that they performed

(or plan to perform) on patients. To access treatment history entry, click the tab within the

EHR

Edit Record via Double-Click

The user can edit records in the treatment history window by double left-clicking on the line to be modified:

� Treatment line opens the Edit Planned Treatment window where the treatment can be marked completed or In Progress.

� Treatment Note line opens the General Note window that is read-only for previously approved notes or edit-mode for unapproved notes..

� Appointment line opens the Appointment History window with the appointment history list for the selected patient.

� Recall line opens the Patient Recalls window to view recall info.

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Edit Record via the Toolbar

The user would select a record in the treatment history window by a single left-click. user would then choose a button from the Toolbar.

� The Create a New Record button causes the lower half of the window to jump

to the tab for the user to enter conditions and pre-existing treatment.

� The Add a New Note button opens the General Note window, allowing the user to add a note.

� The Edit Record button allows the user to make some modifications to the selected item. The functionality is the same as the Double-Click for Treatment outlined above.

� The Delete Record button allows the user to delete the currently selected record (if their security allows this).

The Estimate button allows the user to view the fees associated with the planned treatment.

Edit Record via Right-Click

The user can edit records in the treatment history window by a single left-click and a single right-click on the individual line to be modified.

� Add Tx Note: Enabled if a treatment line is selected. Opens the note window for the user to add a note that is attached to the treatment.

� Redo Step Treatment: Enabled if an in-process stepped procedure is selected. Allows the user to re-do the treatment step.

� Resolve Condition: Enabled if a condition line is selected. Marks the condition as resolved.

� Assign Phase/Sequence: Enabled when a planned treatment line is selected. This can be done for several lines at once by multi-selecting the treatment lines and then assigning phase and sequence.

� View Details: Opens the View General Note or View Treatment window in read only mode.

� Appointment Treatments: Enabled when an appointment line is selected. Opens the Appointment Treatment window to attach planned treatment to an appointment.

� Make Appointment: Enabled when a planned treatment or recall line is selected. Opens the New Appointment window to add an appointment for the patient.

Faculty Approval

� Obtain Faculty approval via a swipe for the above items where required - items will be listed in blue.

Treatment History Views

The user can limit items in the treatment history windows with the use of Views. These views will limit the data based on the status of the treatment (planned, in-progress, completed, deleted), treatment discipline (Endo vs. OS) or type of entry (note, appointment, recall….).

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EHR - Imaging

The Imaging tab allows you to view the current patients’ images that were acquired in Emago. To

access Imaging , click the tab within the EHR

By default this tab opens with the intraoral images displayed. You can choose between intraoral images, panoramic images and digital photos by clicking on the corresponding button. This tab displays radiographic images for the current patient in an image mount.

Toolbar Options for the Imaging Tab

� The magnify button changes the cursor into a magnifying glass that can be held over the image to enlarge a portion of it. To view the magnification, hold the left mouse button down.

� The Reload Images button is used to refresh the view of the current images. If images are

captured when this window is open, they will not be shown until the view is refreshed.

� The Full Size View icon opens the currently selected image in it’s original size.

� The Start Imaging Software button launches Emago.

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EHR – Perio Charting To access Perio Charting:

click the tab within the EHR or

click the icon on the axiUm desktop.

The main Perio Manager window displays the most recent copy of the perio chart for the patient selected. The display defaults to “Maxillary” but can be switched to “Mandibular” by clicking on the up or down arrows.

Adding a New Form

� Click on the Create New Record button at the top of the Perio Manager window to open the Add Perio window. If a chart had previously been entered and then saved as incomplete then you will be asked if you would like to resume entry. To enter a completely new chart select No, to resume the old chart click Yes.

� By default the chart will open to the Maxillary Right quadrant. The periodontal chart is divided into 4 views; each view represents a particular quadrant of the mouth. To change the quadrant, use the arrow keys on the upper right of the window.

� Enter the Exam Type from the drop-down box. � With the mouse select the block corresponding to the periodontal condition and tooth that you

wish to chart. Enter the value of the current tooth, condition and “point” (for example, pocket depth) with the mouse on the keypad located to the right of the Perio chart or type the entry using the keyboard. These entered values will automatically appear on the currently selected tooth in the Perio chart. Continue entering values for the next selected periodontal location. The program will advance to the next periodontal location. This is continued until all data has been entered. Upon completion, select OK.

� Click: o Clear All - to clear all entries since you last saved. o Incomplete - To save and close a chart that you wish to resume at a later date. o Complete - To save a completed chart. o Conditions - To enter a condition on the tooth. First, highlight the tooth. o Notes - To add a site specific perio note. First, highlight the tooth.

Other Options

� View Form History: Allows the user to view past perio charting.

� Full View: Allows the user to view the full mouth. To view the chart details, place checkmarks in the box beside the condition in the Conditions to Display area.

� Compare Form: Allows the user to view a periodontic comparison by selecting the condition

to compare from the condition drop down, the first date you would like to see, and the color you would like it to be charted with. Select the second and subsequent dates with corresponding colors and click accept. For each of the dates selected you will see a line of text displaying the value as it was on that date. The last row shows the amount of change between the dates, and the chart uses bar graphs to display the amount of change.

View Statistics

Allows the user to view a perio statistics report.

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EHR - Labs The Lab tabs shows a list of all lab orders for a patient and allows authorized users to make new lab

orders and change existing ones. To access Labs , click the tab within the EHR

Adding a New Lab

� To create a lab order you must first enter a procedure that has a lab and have it approved.

� Click on the Create New Record button .

� Select the Procedure of the lab order. If the Procedure already has a lab attached to it then you will not be able to add a new lab – you should Continue an Existing Lab (see below) If the lab order is attached to multiple procedures, then use the Ctrl key to multi-select.

� Select the Lab Proc (Procedure) being ordered. There are multiple steps to choose from

depending on the particular step that you are on in the lab. Highlight the step you are creating the lab for and click the Ok button to open the “Lab Order Details” window.

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� To add a new item to the lab order, first left-click on the icon to clear the data. Fill in the

fields as needed and left-click on the Create New Record button to save the item and add it to the lower list.

� The Order information section will be filled in from the “Lab Order” window and will be disabled. The Provider field will be defaulted to your name.

� Enter the Internal Note that contains any notes for the person processing the lab order. � Enter the Details field that contains the lab prescription information and will be completed by

the resident/student. � Expected defaults to the date this lab is expected to be completed based on system set-up. � Supplement will contain data entered by the cashier indication that the lab is “Ok To Lab” and

“Ok To Insert” based on payment of the procedure. � Get instructor approval.

Editing a Lab

� Click in the EHR and double-click on the lab to be edited to open the Lab Order Details window.

� Modify the information and click the Edit Record button .

Continue an Existing Lab

� All labs for a particular procedure should be continued by using the Remake button found in

the tab in the EHR.

� Click on the lab to be continued and then click the Remake button

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� Click the Ok button to open the Lab Order Details window.

� Select the Lab Proc and add the lab info as illustrated above in the Adding a New Lab section.

Adding a Lab Illustration

� Click the EPR Forms button in the Lab details screen.

� Double-click the Illustration question to bring up the Image Editor Screen. Edit the illustration as required and click the OK button. The EPR screen will show “On File” when there is a completed illustration.

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Submitting the Order to the Lab

� Prior to submitting an order to the lab you will need to see the cashier who will verify the

appropriate funds have been paid on the procedure and mark it “Ok To Lab”. � The cashier will print out the lab order that you will then bring to the lab. � If the lab has multiple steps then all previous lab steps will show on the lab order print-out (see

illustration below)

� The EHR Treatment History tab will show a note stating that the lab is In-Progress. � The status of a lab can be viewed through the Lab Order button in the Dental Chart or

through the Personal Planner. � When the lab order is ready, you will receive an email. � You will then see the cashier who will check that the balance of procedure has been paid

and then mark the order “Ok To Insert”.

� The cashier will print out the lab order that you will bring to the lab to pick up your order. � The EHR Treatment History tab will show a note that the lab is completed.

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EHR - Attachments The purpose of the attachments manager is to save copies of items that are given to patients (i.e. letters, consent forms, requests, recall notices) and to save a copies of all forms received as part of the patient record (i.e. referral letters, xrays). To access Attachments:

click the tab within the EHR or

click the icon on the axiUm desktop.

Previewing Existing Attachments

Click the Preview Report button to view a copy of the currently selected attachment. From within the preview window the user can print a copy of the attachment.

Treatment Planning Contracts

Treatment Plans completed through the Trx Plan tab will be listed under the Treatment Approvals section and available for review and re-print. They will not show until the patient has accepted and signed the treatment plan.

Scanning Documents

External documents can be attached to the patient chart through document scanning and attachment

within the Attachment tab . There are several sections in the attachment area that will contain scanned items. Any item that requires scanning should be brought to the chart room.

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Consent – Create New Record

Click on Consents in the Section window on the left and then click on the Create New Record button

. This will open the Add Patient Consent window. Click the button to the right of the Consent field to bring up the Consent Codes window. Double-click the consent to be added and then click OK in the Add Patient Consent window. This will bring up the consent that the patient can read. Upon closing the consent window, the user will be prompted for a patient signature. Have the patient sign and click OK.

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Letters – Create New Record

Click on Letters in the Section window on the left and then click on the Create New Record button

. This will open the Select Patient Letter window. Highlight the letter that you want to create and then click the Select button.

A window asking the user if they want to preview the letter will pop up.

If No is chosen then the letter will print, attach to the patient record and close the letter window. If Yes is chosen then Word will open and the user can modify the letter and then chose the axiUm

Merge/Print button to print the letter and attach it to the patient record. IF THE WORD PRINT BUTTON IS USED TO PRINT AND WORD CLOSED (INSTEAD OF USING THE axiUm Merge/Print BUTTON) THEN THE LETTER WILL NOT BE ATTACHED TO THE PATIENT RECORD. ** When the user runs Word for the first time, they may be prompted with the following screen:

To enable the macros, the user must check the Always trust macros from this source checkbox and click on the Enable Macros button. This will enable the macro and allow the user to run the Word without any security warnings appearing.

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EHR - Prescriptions The Prescriptions tab is used to create prescriptions for the patient. To access Prescriptions, click

the tab within the EHR

Creating a New Prescription

� Click on the Create New Record button to open Patient Prescription Entry. � Select or type in drug name & dosage. � Type in total and refills.

� Type in frequency or select . � Add note if required. � Click OK � Get faculty approval via a swipe.

Reprint a Prescription

� Right-click on the [prescription to be re-printed. � Select Reprint Prescription. � Get faculty approval via a swipe.

Refill a Prescription

� Right-click on the [prescription to be re-printed. � Select Refill Prescription. � Modify total, refills, frequency and note if needed. � Click OK � Get faculty approval via a swipe.

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EHR – Chart Add (Age, Missing, Findings & Pre-Existing) The Chart Add tab is used to enter findings including conditions and pre-existing treatment to the patient record. The Chart Add tab does not exist when the EHR is initially opened. You must click

on Create New Record button while in the Chart, In Progress or Tx History tab to have the

tab available within the EHR Age of Teeth

� In odontogram, left-click to select tooth or teeth, right-click anywhere in the pink area and choose Age Change.

� Right-click anywhere in the pink area and choose All Primary or All Permanent. � Right-click and click Select Teeth to choose All Teeth or Maxillary Arch or Mandibular Arch

and then right-click and select Age Change.

Missing Teeth

� In odontogram, left-click to select tooth or teeth, right-click anywhere in the pink area and choose Missing.

� Right-click and click Select Teeth to choose All Teeth or Maxillary Arch or Mandibular Arch and then right-click and select Missing.

� Missing teeth will also be reflected when extraction procedures are completed. � To undo missing teeth, left-click to select tooth or teeth, right-click anywhere in the pink

area and choose Undo Missing.

Conditions

� Click on the Create New Record button to open tab (if the Chart Add tab is not already showing).

� In the Chart Add tab click on

� Click on to expand condition list.

� Single click on the condition, select tooth, teeth or surfaces and click on to add condition finding.

Pre-Existing

� Click on the Create New Record button to open tab (if the Chart Add tab is not already showing).

� In the Chart Add tab click on

� Choose the procedure category from the Category list .

� Click on to expand procedure list.

� Single click on the condition, select tooth, teeth or surfaces if applicable and click on to add Pre-Existing finding.

Search for Codes

� Click on button and tab. � Type in word or first few letters in Criteria box.

� Click on button.

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APPOINTMENTS

Appointments Overview

To open your appointment book left-click on the Scheduler icon The Scheduler window will be displayed with tabs along the side. Press the Active tab to view your appointments. Your appointment(s) for the current day will be displayed. Calendar Navigation:

� Right of the “1 Day” button to move forward one day � Left of the “Day” button to move back one day � Right of the “1 Week” button to move forward one week � Left of the “Week” button to move back one week � Right of the “Month” button to move forward one month � Left of the “Month” button to move back one month � Right of the “6 Month” button to move forward six months � Left of the “6 Month” button to move back six months � Date button – left-click to move to a specific date.

Viewing Appointments

The appointments will be displayed in the scheduler window for the date in the window title. Columns will appear gray if the student/resident is not scheduled in the clinic, yellow if scheduled in clinic but without an appointment yet, and a colored rectangle if in clinic with an appointment. Weekly and Monthly views can also be accessed via the Weekly and Monthly tabs. Time out of clinic will be marked appropriately by your module director.

Scheduling Appointments (Students Only)

New Appointment:

� Double-click the in the yellow area of the schedule on the date/time you want to schedule the appointment.

� The appointment rolodex window will pop up – select the patient that you are scheduling.

� Enter additional information including Type, Discipline, Status and Notes. � Attach TX Plan (see below). � Attach Recalls if the appointment is for a Recall Exam (see below).

Additional Functions

Right-clicking an appointment will allow you to:

� Select patient � View appointment history � Check patient in � Attach a Recall � Attached Planned Treatments � Reschedule (turns appointment into floating yellow box – select date for rescheduled

appointment and double-click on the time). ((Students Only) � Confirm � Cancel (Students Only) � Fail (Students Only) � Delete (Students Only) � Schedule Next Appointment (Students Only)

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Attaching Recall to an Appointment A recall (existing or new) can be attached to an appointment by using the Recalls button on the appointment card:

� Click the Recalls button.

� Within the Patient Recalls screen you can select a previously entered recall or enter a new recall. Double click on the Recall.

� The attached recall will now show on the appointment card.

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Attaching Treatment Plans to an Appointment Treatment plans can be attached to an appointment by using the Tx Plan button on the appointment card:

� Click the Tx Plan button.

� Select the planned appointment procedures by highlighting the procedure and clicking on the arrow. Crtl and Shift functionality will allow you select multiple codes.

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START CHECK (Students Only)

Students are required to get a Start Check from a faculty member before proceeding with work on the patient for an appointment. This will be used in the place of the printed Patient Care Form. The instructor and the student to review treatment attached to the appointment and the instructor will approve the treatment. You must attach planned treatment to schedule appointments (see Attaching Treatment Plans to an Appointment for a review).

Start-Check Indication

When a student logs in their name will be in red in the status bar indicating that a Start Check is required.

Left-click your name to open the Appointment Start Check window. Technically, if a provider has multiple appointments for the day, it will get the provider’s next appointment (up to 30 minutes before it begins) automatically. Because this is automatic, it will not allow start-checks in the second half of an appointment (so the next appointment could be start-checked before it starts).

Notes: Red provider name indicates that a start check is required and is awaiting approval.

Green indicates that a start check is required and it has been approved. Yellow indicates that a start check is required and an appointment is upcoming that requires approval.

Start-Check Dialog

On left-click of the student name in the task bar the Appointment Start Check window will open. Treatments associated with today’s appointment will be displayed on the right side of the window. This will allow the student and instructor to review the information and give the start-check “green light”. This will be done via the instructor swiping.