Patterson Imaging Overview. Patterson Imaging Overview 14.00

Transcription

1 Patterson Imaging Overview Patterson Imaging Overview Contents i

2 Volume II 2007 Patterson Dental Supply, Inc. All rights reserved. Microsoft is a registered trademark, and Windows XP are trademarks of Microsoft Corporation. All other trademarks, which appear in these pages, are the property of their respective owners. Adobe and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Subject to the terms of our Agreement, Adobe is distributed through a non-exclusive, non-transferable, worldwide, royalty-free license to reproduce and distribute the software Althoff Drive P.O. Box 1267 Effingham, IL Corporate Sales Fax Technical Support Technical Support Fax Web Site Address: ii Contents Patterson Imaging Overview 14.00

3 Contents Overview 1 Resolution Requirements...1 Security Access...1 Default Security Settings...1 Security Administrator Changes...1 Security Profile...2 Security Zones...2 Setting Up Security Profiles...3 Assigning Security Profiles...3 SmartDoc...4 SmartDoc Preferences...4 Document Groups...4 Accessing SmartDoc...5 SmartDoc Word Merge...6 Image Merge in SmartDoc...7 Send Image to SmartDoc...8 Custom Print to SmartDoc...9 Multi-page Scanning...9 Imaging...9 Tile Images...9 Notes 11 Patterson Imaging Overview Contents iii

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5 Overview Resolution Requirements Security Access Patterson Imaging will require a minimum of 1024 x 768 resolution to operate. Patterson Imaging not install on a machine configured to run 800 x 600 or less. If you have any questions regarding screen resolution, please contact your hardware provider. To allow your office greater security and greater flexibility, Patterson Imaging has changed the way it handles security access levels. Instead of large blanketed areas of the system to be allowed or disallowed, you can customize each staff member or staff position s security clearance by item. Default Security Settings After installing Version 14.00, all security settings will be set to (Custom), which is set up exactly the way they are now. Set new security profiles after setting up the Security Administrator. Any staff member who has been assigned administrator rights will be able to set up and modify profiles for other staff members. Security Administrator Changes Changes have been made to make it possible to attach administration rights to staff members and eliminate the need for a Security Administrator logon. Using the new Assign Provider Security option gives staff members access to create and edit security settings. To use the Assign Provider Security item initially after installing Patterson Imaging Version 14.00, the current Security Administrator will need to login as usual. The Security Administrator will then need to edit a provider/staff profile to assign administration rights. In the selected profile, select the Security button. Patterson Imaging Overview Overview 1

6 1. Select Provider from the Show Security Zone drop-down list. 2. Scroll the list to locate the Assign Provider Security item. 3. Double-click to enable. Enabled items will have a green x next to them. Administrative User To give a staff member full administrative rights over the entire system, select the Administrator profile. Security Profiles can be deleted. 1. In the Security screen, select Administrator from the Security Profile drop-down list. 2. The Assign Provider Security item is selected by default. 3. You will need to log out and log back in before these changes can take effect. Security Profile Security Profile is a set of security access items that can be applied to specific users, positions or as defaults for new employees. Profiles can be centrally managed so a change to the profile changes the access for all users assigned to the profile. Security Zones Security Zones are areas of focus and functionality designed to group protocols into easy to locate groups. Security items may be assigned to multiple security zones. The items should display in any logical zone based on its application. 2 Contents Patterson Imaging Overview 14.00

7 Setting Up Security Profiles The purpose of Security Profiles is to predetermine the security needs of each staff position. Establish basic security profiles for staff positions and change them as needed. Profiles allow you to quickly apply security items to new staff. Four default profiles are provided: Administrator, Basic User, Clinical User and Practice Management User. Under Lists Security Profile, select New to create a new profile. Name Enter the desired name for the Security Profile. Reset to Security Profile Use the drop-down menu to select an existing profile from which to start. Show Security Zone Use the drop-down menu to select a Security Zone. Allow All Select this option to allow all available options for the selected Zone. Block All Select this option to block all available options for the selected Zone. Double-click a list item to manually select to allow or block the individual item. The text box located at the bottom of the window briefly explains the selected security item. You must have Administration rights to assign security profiles. Passwords function the same as they did before. They have just moved to this new area. Assigning Security Profiles To access the new Security access, go to Lists Provider/Staff. In the Provider/Staff list, select and Edit the desired staff member. Select the Security button to Edit/View Provider Security window. Creating New Passwords 1. In the Password section, select the check box to Clear Existing Password. 2. In the New Password field, enter the desired password for the selected provider. 3. In the Confirm Password field, reenter the password from the New Password field. 4. In the next section, establish the security questions and answers needed to retrieve this provider s password when lost, forgotten, or not established. In the Security Settings section, use the drop-down arrow to change a Security Profile. Current Security Profile Use the drop-down menu to select a Security Profile. Show Security Zone Use the drop-down menu to select a Security Zone. Allow All Select this option to allow all available options for the selected Zone. Block All Select this option to block all available options for the selected Zone. Patterson Imaging Overview Overview 3

8 Double-click a list item to manually select to allow or block the individual item. The text box located at the bottom of the window briefly explains the selected security item. SmartDoc Patterson Imaging now includes SmartDoc document manager. SmartDoc allows you to save reports, letters and more without printing and filing. Documents created or imported into SmartDoc have the same inherent capabilities of the proprietary software from which they originated. SmartDoc was designed to coordinate with MS Office 2000 and higher. Earlier versions of Office will perform with limitations. Use of Open Office is prohibited. SmartDoc Preferences Add, create and save documents in SmartDoc. To set your SmartDoc preferences, go to File Preferences. In the SmartDoc Preferences, select the check boxes for the types of files you wish to use. Note: PDF and JPG are always allowed. Select the check box to Set Document Info on Import or Default new documents to Private to instruct SmartDoc on how to handle your incoming documents. Document Groups To create a new Document Group, select Lists Document Groups. 4 Contents Patterson Imaging Overview 14.00

9 Use Document Groups for sorting and easier viewing. Select the New button to create a new Document Group. Select the Edit button to edit an existing group. Select the Delete button to delete a group. Select the Report button to view a report of Document Groups. Select the Close button to exit the Document Groups window. Access SmartDoc from a number of locations within Patterson Imaging including: Practice Information, Patient Referral Recipient, Provider/Staff and more using the SmartDoc button. Accessing SmartDoc To open the SmartDoc, select Activities SmartDoc. The Patient List appears. Select the appropriate patient. To create a new document, select File New Document. The following window appears. From the New Document window, select the document type you wish to use. Select the Private check box to restrict viewing of the selected document to include only the user who created it. Select OK. Select Cancel to close the window without selecting a document type. To view a single existing document that was created outside of Patterson, select File Open. Browse to the folder containing your files. To import multiple existing documents that were created outside of Patterson, select File Import. Browse to the computer on your network containing the documents. Select the documents from the proper folder using the Shift or Ctrl key. Using SmartDoc To access saved documents in the SmartDoc, select the document from the Recent Documents menu on the left. From here, documents can be edited or deleted. Each document must be saved before opening or creating a new document. Documents saved as.pdf or.jpg are considered read-only items and cannot be edited. Patterson Imaging Overview Overview 5

10 To use the Signature tool on a SmartDoc document, select File Signature or click the Signature button on the toolbar. Position the cursor where you would like the signature to appear. Signed documents exist as read-only files until the signature is removed from the document. To remove the signature, select the Unsign button. Obtain a new patient signature and select Use. Select Cancel to close the window. Select Clear Tablet to erase the signature. Select the F1 key to read more about the Signature Pad functions. Documents By Group Select the Documents By Group option to the left of the screen to view the Document Groups. Select the plus sign next to the Document Group folder to display the documents contained within. Double-click to select a document from within a Document Group. Documents created or imported into the SmartDoc have the same capabilities of the proprietary software from which they originated. For example, a Word document has the same capabilities as an MS Word document outside of SmartDoc. SmartDoc Word Merge Open a Word document in SmartDoc and select the merge type and item from the Letter Merge field. Select the Insert button to add the merge field to the document. 6 Contents Patterson Imaging Overview 14.00

11 Letter Merge Insert SmartDoc letter templates allow you to create a non-patient specific letter than can be used for all patients. Insert image placeholders into SmartDoc letters without attaching them to specific When images. this This item allows is you to use the chosen, same the templates Format for On multiple Insert purposes. check box will be disabled. Placeholders cannot be formatted. Select the Merge button or select File Merge Data to populate the merge fields with the selected patient information. Saving a SmartDoc letter as a Template To save a SmartDoc letter template, choose File Save As Letter. The Save As SmartDoc Letter window will open allowing the user to choose a name for a new letter or overwrite an existing SmartDoc letter. Select OK to save the letter. Once saved, the letter will appear in the Letters pane in SmartDoc; a Word icon designates the SmartDoc letter templates. Image Merge in SmartDoc In SmartDoc, a new merge field will be added to each merge type dropdown called Patient Image. When this field is inserted, a new placeholder will be added to the document. This placeholder(s) will be embedded into MS Word for images to be placed. Creating a SmartDoc letter with images To create a SmartDoc letter, first create or open a Word document or existing letter. To add images to this letter template, select Patient Image from the merge type dropdown and select Insert. Resize and rearrange the placeholders, if desired. (Note: In order to create a SmartDoc letter template in which the placeholders and merged images will always maintain an absolute position on the page, it is recommended to create a table to insert the images into. Tables can be created by using Word s insert menu.) To add images, select Patient Image from the merge columns list and select Insert. Patterson Imaging Overview Overview 7

12 Using a SmartDoc letter to merge images Select the desired SmartDoc letter template from the Letters pane. Delete any undesired image placeholders. When the user chooses to Merge Data using the menu option or toolbar button, the image selection window opens. The user can only choose a number of images less than or equal to the number of placeholders. The user can merge multiple times, if desired, to fill all placeholders. Images are filled in the order that they are selected in the image selection window. To remove a merged image, highlight the desired image and select Remove Merged Image from the menu or toolbar. Electing to save will prompt to merge any empty placeholders. Electing to print will print the empty placeholders. Image Placeholders Image Placeholders are a beige colored box displaying text pertaining to the image name. Select or delete placeholders prior to merging images. Patient images will be resized to fit into the placeholder but maintain the same aspect ratio. If the user selects one or more placeholders and selects the Insert Patient Image toolbar button, the entire selection will be replaced. Send Image to SmartDoc In Imaging, right-click on the desired image. Select Send to SmartDoc from the menu. The selected image is removed from the image exam and a new image file is created in SmartDoc. Use this tool for documents orignally saved in the Imaging window that would be better suited in SmartDoc. 8 Contents Patterson Imaging Overview 14.00

13 Custom Print to SmartDoc Under File Preferences Images, select the check box Save custom image printouts to SmartDoc. This allows you to generate a SmartDoc image file for the selected patient when printing from the Custom Print area. Multi-page Scanning Scan multiple pages into a single.pdf document in SmartDoc. In Advanced Imaging, select Acquire Scanner. A multi-page scanner is required for this feature. Select the Save Images as PDF Document check box to save multiple images from the TWAIN interface in a.pdf format in SmartDoc. This option will not appear if the Twain interface is opened outside of SmartDoc. Imaging Tile Images Tile images to compare aspects of images from different exams. Patterson Imaging Overview Overview 9

14 Comparing Exams In Advanced Imaging, right-click the exam folder in the Exams by Date bar or the Exams By Type bar. Comparison and/or Tiling Vertically Tile vertically will work similar to tiling horizontally except that it will add new rows before adding new columns as the number of windows increases. Once the number of tiled image windows causes the window height to shrink to 350 pixels, a new column of windows will be added. To Tile Vertically, select multiple images. Select File Tile Vertically. The number of images selected will determine the number of tiles. 10 Contents Patterson Imaging Overview 14.00

15 Notes Patterson Imaging Overview Notes 11

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