Imaging. Introduction. System Requirements. Logging On

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1 Imaging Introduction Patterson Imaging enables the user to acquire, edit, and save any type of image, all from one window. With Patterson Imaging, you can acquire images and immediately start editing the image or the image template in the same window. If a template isn t loaded, you can create the template in a few easy steps without ever having to leave the exam. The section is broken down into areas based on a typical order of using Patterson Imaging. Accessing Patterson Imaging Opening Patterson Imaging for the First Time Acquiring New Images Using Patterson Imaging Functionality Image Document Window System Requirements For more information about the system requirements, please review Hardware Requirements. Logging On After installing Patterson Imaging, select the Windows Start button in the lower left-hand corner of your Windows desktop. With your mouse, move the blue bar up to the Programs selection. From Programs, go to Patterson Imaging. Before utilizing the many features of Patterson Imaging, you need to log on to the system by selecting your name from the list of users, entering your password (if one has been set up), and confirming the date. Logging on to the system with the correct name enables Patterson Imaging to record your Provider Name/ID with each patient transaction. Doc-To-Help Standard Template Imaging 1

2 Setting up Passwords From the Lists menu, select Providers. Select New to enter new data or highlight an existing entry and select Edit. Select the Password button on the Provider window. Enter and Confirm the desired password. Enter three questions and corresponding answers to be used when retrieving lost or forgotten passwords. Use the appropriate password to log on to Patterson Imaging. The following message displays when an incorrect password has been entered. Select No to reenter the password. Select Yes to launch the Access Password Utility. The following is an example of the Access Password Utility.

3 To retrieve the password, answer the questions provided. If the answers are unavailable, contact Patterson Support for assistance. Logging On to Patterson Imaging 1. From the Logon window, choose the Provider s name at the Provider field. 2. Enter a Password. A password is only required if the security administrator has set up passwords for the staff members. See Setting Up Passwords for more details. 3. Verify the Date. If the date is incorrect, you should verify that the system date on your computer is correct. Click Logon. Doc-To-Help Standard Template Imaging 3

4 Logging Off Use the logoff function when logging off and quitting Patterson Imaging. You also need to log off to allow other persons in the office to log on under their name. To log off of Patterson Imaging From the File menu, choose Logoff. The Logon window appears. Click Exit to exit Patterson Imaging. Defining the Security Administrator Before you set up user profiles for your staff, you need to choose a person to be the Security Administrator. This person is usually a dentist or owner of the practice and maintains the passwords and access levels of each person who uses Patterson Imaging. Once you have started Patterson Imaging, choose Security Administrator as your Provider and click Logon. The next step is to choose the password that is used to grant access to Administrator functions. Write the password down and keep it in a safe place. Click Edit to enter the password for the Security Administrator. When you enter your password, it is encrypted and appears with an asterisk representing each character. Once you have typed your password in both boxes, click OK.

5 Note: The Master Password is case sensitive. Be sure to remember the Master Password. It is a good idea to write it down and store it in a safe place. Click New to begin entering staff members. Setting Up Access Levels for Staff Members In accordance with HIPAA regulations, prohibit viewing of private patient information. As the Security Administrator, it is your responsibility to give staff members access only to those areas that you want them to work with. To specify the access level for a staff member: 1. Log on as the Security Administrator. 2. Select the provider s name you wish to modify. 3. Click Edit. This opens the Edit Provider/Staff window. 4. Click Password. See Setting Up Passwords for more details. 5. Select the check boxes that correspond to the areas that you want the specified employee to have access to. You also have the ability to change the password of the Provider/Staff, as long as you know that individual s original password. When you are finished, click OK. Setting up Access Options A check mark next to each security item indicates that the provider does have access to this feature. Select or deselect the check boxes next to each of the features to modify this provider s access to each module. Important Notes to Remember There are a few things to keep in mind as the Security Administrator: Access to features in Patterson Imaging is based on the Provider name used when logging on. When a new Provider/Staff name is entered into Patterson Imaging, that person only has access to basic information unless you specify otherwise. We verify security data only with the doctor/owner before proceeding with any security modifications over the phone. Preferences Patterson Imaging program is customizable to fit the needs of your practice. Many of the settings you can customize are in the Preferences menu accessed from File General Preferences. Asterisks were added to each preference that applies only to the workstation and not the entire network. General Preferences There are several preferences to review under the General tab. Doc-To-Help Standard Template Imaging 5

6 Use the Auto Patient Numbering Start With - Check this option to instruct Patterson Imaging to automatically assign a patient ID number to all new patients beginning with the patient ID you specify. If you choose to not use this feature, you need to manually assign unique IDs to each patient during patient setup. Search For Duplicate Patient Names During Patient Setup If you choose this option, the computer searches your patient database every time you create a new patient to make sure there are no existing patients with the same name. Note: This feature can affect performance in Patterson Imaging. Disable Confirmation Messages ( Are You Sure? ) This preference allows you to specify whether or not to display the confirmation messages, that is, Are You Sure? or Are You Ready? pop-up windows. This preference is machine specific Show Social Security Number on Patient List This preference allows you to specify whether or not to display patient Social Security Numbers in the patient list box. Image Location - Click the Browse button to locate the Computer Name and Share folder designated to hold the aforementioned files. Note: not available for single user. Show Recent People Number to Display Use this option to determine the number of previously accessed persons to be displayed on the Person List. This will allow you to select the Show Recent People checkbox on the Person List and

7 display only the most recently used persons in your database up to the number you have selected. Show Recent People does not affect the toolbar Patient list. Spell Checking Preferences The Spell Checking Tab allows you to use Spell Checking Use Spell Checking Check the option at the top to Use Spell Checking. Under Spell Checking Options, select from the following features: Check Spelling While Typing Select the option to Check Spelling While Typing and click the drop arrow to select an Underline Color. The Underline color will appear as a wavy line beneath the unrecognized word. Check When Done Typing Select the option to Check When Done Typing to launch the Spell Check Error window when OK or Cancel are selected. Select any of the following options at the bottom to customize your Spell Checker: Ignore All Caps, Ignore Internet Addresses, Suggest Corrections, Ignore Case, Ignore Words With Numbers. Doc-To-Help Standard Template Imaging 7

8 Image Preferences Show These Items When Printing Images Select patient items to print with images. Patient ID Full Name Address Phone Number Social Security Number Practice Name Practice Address Practice Phone Number Include Logo On Printout Select this checkbox to print the Patterson logo on printed image reports. Default Custom Print Template Use the drop-down list to select the Custom Print Template to be used as the default template.

9 Save custom image print-outs as images Select this check box to save custom image printouts as images. The Patterson Imaging tool enables you to customize and annotate images for a printout. Choose this option to save these print outs and possibly increase case acceptance. Automatically save new exams after acquire finishes Select this check box to save each image as they are taken. Auto Save will not save images that were acquired using Auto Take. Open one Image Document For Each Template - Select this checkbox to open one Image Document window for each Template. When displaying images Select how you want the image to appear. This preference is associated with Image History, because the changes made are stored with the image no matter which preference is selected. If you want images to appear as they did when you last saved them, select Show images as they were most recently saved. If you want the original to appear when you view images, select Show images in their original, unmodified form.* *Warning: If you modify the image when using the original view option, all previously saved enhancements are lost. Options Quality If you send image attachments via and your recipients are receiving poor-quality images, try increasing the percentage. The default is 75; just click the up arrow to increase this amount. -or- If you have a slow Internet connection, you may want to send smaller attachments that can be transmitted quicker. If this is the case, lower the percentage. Note: High-quality images result in larger attachments, which could slow down the process Doc-To-Help Standard Template Imaging 9

10 X-ray Preferences General Defaults Choose a default Device, ScanX Template, Scanner Template, Video Template. What you choose from these drop-down list boxes are used in the Patterson Imaging window New Exams. Use Exposure Advisor Enables you to receive advice on whether you need to overexpose or underexpose an image. Use Retake Comparison If you retake an image, you have the option of choosing between saving the new image or reverting to the original. Auto Acquire If this checkbox is selected, you no longer have to select Acquire each time you want to acquire an image. Click Acquire once, and the system advances to the next position. Patterson Imaging then acquires an image from the imaging device assigned to that position. Use Scanner Default Interface Select this checkbox to use the defaults established in your Scanner interface. Template Defaults Click the drop arrow next to your device and select a default template.

11 Device Properties Imaging for the First Time Click a device button to set up preferences for that particular X-ray device. This section provides information on the basic elements of the Imaging window, including the toolbar, icons, and so on. When you first open Patterson Imaging, you will notice that the window is split up into three areas: Toolbar, Exam Bar, and Exam View. The toolbar is along the top part of the window and displays various functions for acquiring, editing, and viewing images. On the far left of the window is the Exam Bar. This window displays three exam bars: Exams by Date, New Exams, and Exams by Type. Each area displays shortcut icons to exams or images. When you select the shortcut icon, the image appears to the right in Exam View. Toolbar Exam Bar Patterson Imaging enables many customization features for the toolbar. You can customize the layout of the toolbars, add or remove buttons, and more. Usability Modes There are two different toolbar modes: Standard and Advanced. The Standard mode offers basic toolbar buttons with text descriptions on each button. The Advanced Mode offers all available toolbar buttons without the text. Standard By default, the standard mode appears when you first open Patterson Imaging. If you need to change to the Standard Mode, go to View Usability Modes and choose Standard. Advanced Choose this option to view all the Patterson imaging buttons. To view these toolbar buttons, go to View Usability Modes and choose Advanced. Customizing the Toolbar Area Customize the toolbar by adding or removing toolbars, buttons, or text. Toolbar Options To add a particular toolbar to the toolbar areas, go to Views Toolbars and choose one of the following: File, View, Effects, Tools, and Standard. All these toolbar functions are available from the Patterson Imaging window menus. Advanced Toolbar Options Right-click on the toolbar to add or remove buttons or text. The Exam Bar is divided into three sections: Exams by Date, Exams by Type, and New Exams. From this area, the icons represent the source of the template or exam. You can also right-click on an icon and choose to remove, rename, or modify the exams or templates. Right-click in the gray area of the Exam Bar window to switch to small or large icons. Doc-To-Help Standard Template Imaging 11

12 New Exams If you are not already viewing the new exams area, click the New Exams button, and the exam and template shortcuts are displayed. A small icon displayed on each shortcut denotes the type of template. For example, a wand represents a video template; a scanner represents a scanner template, and so on. Using the New Exams Area To use the icons, select a template. You now have two options for acquiring images. Click Acquire on the Patterson Imaging toolbar, or right-click on a template, choose Acquire From, and select a source. Depending on your installation, you have different image sources available from this menu; however, the following sources appear at all times: Default Source Acquires from the default source selected in Preferences. Scanner Choose this option to acquire an image from a flatbed scanner or another TWAIN-compliant device. Video Capture Choose this option to acquire an image from a video capture. ScanX Choose this option to acquire an image from ScanX. Other Exam Select this to acquire an image from a previous exam. File Select this option to import an image file from an external location. Clipboard Select this option to paste an image you have copied into the clipboard. Exams by Date The Exams by Date area stores shortcuts to the all prior exams. Just click the Exams by Date bar on the left and exam icons appear. To view a recent exam, select the exam icon and it appears in the window to the right. Using the Exams by Date Area To use the Exams by Date area, select an icon, and the images in the selected exam appear in the Exam View. Right-click on an exam to rename, transfer, or delete the exam. Right-click to resize the icon. Right-Click Menu on an Exam Right-click on an exam and the following options are available: Rename Rename the exam. Transfer Exam Transfer the exam to another patient. Delete Exam Delete the exam.

13 Exams by Type This area contains all of your saved exams. The Exams by Type area is divided into subsections according to types of images. Click the plus next to IntraOral Image icon to view IntraOral Image exams. The dates are listed next to each exam. For Example: 1. To view an image, select the plus next to the Radiography Images icon. This expands Radiography Images category. 2. Select the plus next to Full Mouth Series. This expands the exam to display the images. Double-click on an exam to view all of the images in that exam. Select the Full Mouth Series icon and the image appears in the Exam Window. Single-click Preview While the Image View option is available in the Exam View window, you can preview exams while browsing in the Exams by Date area of the Exam Bar window. Click once to preview the image. Image View The default Image View window displays images from any exam or document selected in the Exam Bar. From the Exam View, there are various functions available, such as the Image Document window or the right-click menu. Image Document Window Double-click on any image in the Image View window to open the image in the Image Document window. For more information on using the Image Document window, see the Image Document section later in this manual. Right-Click Menu from a Template Exam The right-click menu in the Image View has various Patterson imaging functions. Right-click on any image and the following functions are available: View Fullscreen Choose this to view images enlarged to fullscreen. Original View Choose this to toggle between the last enhanced image and the original image (not available in Interior Exams). Acquire From Choose this option to acquire over an image. From this menu, you can select different methods of acquisition. Delete Choose this option to delete the selected image. Mirror Choose this option to view a mirror image of the selected image (not available in IntraOral Exams). Flip Choose this option to flip the image (not available in IntraOral Exams). Rotate 90, 180, 270 Choose this to rotate the image according to the selected degrees (not available in IntraOral Exams). Doc-To-Help Standard Template Imaging 13

14 Exam Information This updates the last exam date of the patient s last bitewing, panoramic, or full mouth series. This information appears on the Summary window in the Clinical Exam module. Description Enter or edit a description of the image. Exam Group Displays the Exam Group the image belongs to, the source of the image, and the location. Image Group Choose an Image Group to assign the image to. The Image Groups are classifications of types of images, such as Medical Histories, Lower Arch, Patient Identification, and so on. The Full Smile, Upper Arch, Lower Arch, and Patient Photo groups update the images on the Summary screen of the Clinical Exam. Tooth Selector Area Assign the selected image to specific teeth, quadrants, or areas of the mouth. Image Detail The Image Detail portion of the window displays technical information about the image. Click Details to view only the top portion of the window. Image History Select this option to view or apply past image modifications to the selected image. Click a previous modification to view the image at that point. Click Undo to delete the selected modification. Click Go Back to return the image to the selected state. Select this option to the image to a referral, hygienist, and others. Copy to Clipboard Choose this option to copy the selected image to the clipboard. You can then paste it into another image or available exam image. You can then use the Paste button in the image s window, if one is provided, or press Ctrl + V to paste the image. Image View To use the Image View option, go to the View menu and choose Image View. Double-click on the image in the Image View, and it is opened in the Image Document window. The Image View window gives you minimal editing functions, such as brightness and contrast adjustment, colorize, and more. These features are the blue underlined hyperlinks to the left of the image. These functions are also available from the menu and toolbar. Enter a name for the selected image in the text box. You can also assign the image to specific teeth, quadrants, or areas of the mouth. Image Information View To use the Image Information View window, go to the View menu and choose Image Info View. To view information about an image in the exam, select an image, and the information appears in the bottom of the screen.

15 Image Desc (Image Description) This displays the image description for the selected image. Click in the field to enter or edit the text. Source This displays the source from which the image was acquired (for example, Schick Sensor, Scanner, IntraOral Camera, and so on). Image Group This displays the Image Group the image is assigned to. Click the drop-down list box or the hyperlink to change the Image Group assignment. Acquired By This displays who acquired the image. Acquired On This displays the date when the image was acquired. Example Viewing Open Images This displays the Example Group the image is assigned to. To change the assignment, click the drop-down list box or the hyperlink and select a different group. Tooth Selector The Tooth Selector enables you to assign the selected image to a tooth, quadrant, or an area of the mouth. The Tooth Selector box is also available from other places throughout the software. To use the new Viewing Open Images options, you must uncheck the preference, Open one image document for each template. This preference is located under File General Preferences Images. Browse Images: Clicking File Browse Images enables you to open a menu of all images for this patient from all available exams. Now you can see all your patient s images displayed by name in a single menu. Open As Document: Clicking File Open As Document allows you to open a selected image directly into the Document View window. Open Tiled: Clicking File Open Tiled displays your open images arranged side by side. Open Cascaded: Clicking File Open Cascaded displays your open images stacked one on top of the other in Document View. Doc-To-Help Standard Template Imaging 15

16 Acquiring New Images Acquiring images from Patterson Imaging is easy and efficient. Select an exam type from the Exam Bar and acquire an image from the selected exam type s imaging source. ScanX DenOptix Sensor 1. Click New Exams in the Exam Bar window. 2. Choose a ScanX Exam Image Template shortcut. The ScanX Exam shortcuts are indicated by small ScanX icons on each shortcut 3. Click Acquire to acquire images into the exam, or right-click on the template position and choose Acquire From ScanX or Default Source. 1. Click New Exams in the Exam Bar window. 2. Choose a DenOptix Image Template shortcut. The DenOptix Exam shortcuts are indicated by small DenOptix Exam icons on each shortcut. 3. Click Acquire to acquire images into the exam, or select template positions, press the Ctrl key and right-click on a template position. Then, choose Acquire From DenOptix or Default Source. 4. From the Acquire from DenOptix window, select a position in the template and choose a carousel position. The carousel row and column numbers appear in each template position window. When you have filled the template, click Scan to acquire the images. 1. Click New Exams in the Exam Bar window. 2. Choose a Sensor Exam Image Template shortcut. The Sensor Exam shortcuts are indicated by small Sensor icons on each shortcut. 3. Click Acquire to acquire images into the exam, or right-click on the template position and choose Acquire From Sensor or Default Source. Video Capture 1. Click New Exams in the Exam Bar window. 2. Choose a Video Capture shortcut. The Video Capture shortcuts are indicated by small Video Capture icons on each shortcut 3. Click Acquire to acquire images into the exam, or right-click on the template position and choose Acquire From Video Capture or Default Source.

17 Panoramic Scanner 4. From the Video Exam window, click Freeze to capture an image. Click Unfreeze to search for another image. To open the image in a template within Patterson Imaging, click Save. The image appears in the Patterson Imaging window. 1. Click New Exams in the Exam Bar window. 2. Choose a Panoramic Exam Image Template shortcut. 3. Click Acquire to acquire images into the exam or right-click on the template position and choose Acquire From Panoramic or Default Source. 1. Click New Exams in the Exam Bar window. 2. Choose a Scanner Exam Image Template shortcut. The Scanner shortcuts are indicated by small Scanner icons on each shortcut 3. Click Acquire to acquire images, such as medical history forms, into the exam, or right-click on the template position and choose Acquire From Scanner or Default Source. Other Exam 1. Click New Exams in the Exam Bar window. 2. Choose the Exam Image Template shortcut. 3. Click Acquire to acquire images into the exam, or right-click on the template position and choose Acquire From Other Exam or Default Source. (See the section Drag and Drop for more information) File 1. Click New Exams in the Exam Bar window. 2. Choose the Exam Image Template shortcut. 3. Click Acquire to acquire images into the exam, or right-click on the template position and choose Acquire From File or Default Source. 4. Browse to the file that contains the image. Clipboard 1. Click New Exams in the Exam Bar window. 2. Choose the Exam Image Template shortcut. 3. Click Acquire to acquire images into the exam, or right-click on the template position and choose Acquire From Clipboard or Default Source. 4. The item that you have copied onto the clipboard will be imported. Doc-To-Help Standard Template Imaging 17

18 Custom Image Print Note: Acquisition options are based on the types of integrations installed on each machine using Patterson Imaging. Drag and Drop Images In Patterson Imaging, a new exam can be created or an existing exam can be edited by dragging and dropping images. Now, rearrange an imported exam or combine ScanX exams with a click of the mouse. To create a new exam from existing images: 1. In Patterson Imaging View Images, click New Exam and select an exam template. 2. Click Exams By Type. Click the plus sign next to the exam from which you wish to drag the images. 3. To drag an image, click with the left mouse button and do not release. Move your cursor to the desired location and release the left mouse button to drop the image. 4. From the Exam Tree, the list of named images associated with the exam you have opened, left click the name of the image and drag it to the location on the blank template you would like the image to appear. Release the left mouse button to drop the image in a new position. A curved green arrow will appear when moving images from an existing template to a new template. 5. The image will no longer be associated with the original exam once it appears in the template. 6. Exam will autosave. To rearrange images within an existing exam: 1. Left click the image you wish to move and drag it to the new location. 2. Release the left mouse button to drop the image into the new location on the template. 3. The existing image will relocate to the vacant frame on the template. A red and blue double-headed arrow will appear when dragging images within the same template. 4. Exam will autosave. 1. Select images to use in the Print Custom window. 2. Choose Print Custom from the File menu. 3. In the Print Custom window, click the Print Setup button. Choose the printer and orientation you will be using to print your custom report. Note: failure to choose a printer and orientation prior to attempting to print could result in the loss of your custom report. 4. Choose a template. In the Print Custom toolbar, click the Template button and choose a template to use for your print layout. 5. Select an image and click Add Image to move an image to the blank sheet. You can also select an area in the template and double-click on

19 the image to move it to the layout. Click Import to add an image from another location on your hard drive. 6. Once the images are on the layout page, you can place them anywhere on the page. Select the image and drag the image to any location on the page. 7. To add text, practice information, patient information, or AutoNotes, click Text. Drag the cursor to open the Text Properties window. From the Text Properties window, select patient information, practice information, AutoNotes and Referral Info. You can change the text color, the font type, the size, and the alignment of the text. Select the proper Referral Provider from the Referral Recipients List. Click OK to insert the text. 8. The remaining buttons on the top toolbar enable you to draw lines, add time stamps, rotate images, and more. 9. Use the right toolbar for size and alignment adjustments. Select all of your images by holding down the Ctrl key and clicking on each image with the mouse pointer. When you ve selected the images, click any of the arrow keys to change the images. Using Print Custom Layout To save your print layout for later use, make sure you have the Save custom image printouts as images preference checked on the Image tab in General Preferences. If this is selected, each custom image layout is saved. 1. To view or use the custom image layout, open the Patterson Imaging window. 2. From the Exam Bar, select the Exams By Date or Exams By Type buttons. A Custom Image Printout icon is available in either folder. Click the icon to display the image in the Exam View. Doc-To-Help Standard Template Imaging 19

20 Custom Image Print Templates Create, edit and use an unlimited number of customizable templates for Custom Image Printing. Note: Using the blank layout, arrange your images as desired and select Template Save As to create a new template. In Custom Print, select the Template button to view the Custom Print Template List. Select the Use button to use the selected template. Select the Edit button to make changes to the current template. Select Delete to delete the current template. Select the Close button to close the window. In the Image Preferences tab, use the drop arrow to select a default template for Custom Image Printing. Templates and Resolution Custom Image Print now operates outside of the Printer resolution for new templates created in Previous saved templates will need to be scaled to the appropriate size prior to printing. To facilitate this, we have included a scale button in Custom Print. Use this button to automatically resize the current template to fit the print area. Image Templates Image templates can be used when acquiring images from any source. For example, when you create an image template for a scanner, a shortcut for the scanner template appears in the Exam Bar area. The Image Template window makes acquiring images from virtually any source easy and efficient. 1. Go to Lists and choose Image Templates. The Image Template List window is displayed. A few preset image templates have already been entered for your convenience.

21 2. Click New or Edit. The New or Edit Image Template window is displayed. The following is an example of the Edit Image Template window. If you click New, the Standard Mode is active. If you click Edit, the Custom Mode is active. 3. To switch to Custom Mode, click the Custom Setup button in the topright corner of the window. If you are viewing Custom Mode, click the Standard Setup button in the top-right corner of the window. Default Source From both modes, the Image Template window enables you to select a default source for each position in the template. This feature also enables you to choose multiple sources within an image template. The Default Source on the position plays an important role in using Auto Acquire during image acquisition. Single Default Source 1. To choose one default source for the entire image template, assign some positions for your template. 2. Click the Default Source drop-down list box and choose a source. 3. Modify any other Image Template features and click OK to save and exit. Multiple Default Sources 1. To assign multiple default sources, press and hold the Ctrl key. Doc-To-Help Standard Template Imaging 21

22 2. Click individual positions. 3. Click Image Info button, and the Image Information window appears. 4. Select the Source drop-down list box and choose a different source. Image Template Modes There are two modes for creating image templates Custom and Standard. Standard is best for quickly creating image templates. Custom is best for editing and customizing existing templates to meet operatory needs. Custom Setup 1. On the displayed grid, select the squares that will be used by your new template in the order in which they will be used (filled). If you do not enter them in the order they will be used, you can modify their order by highlighting the square you wish to change, and clicking either the << or >> button. The template sequence number for the selected square is displayed in the Sequence field to the right of the window. Your image template may begin to look something like the following image. Use the Clear and Clear All buttons to clear your current template. If necessary, modify the Image Orientation of the selected square by clicking the radio buttons. 2. You have two check boxes for flipping the image. These are: Flip This Image Flips the image vertically upon acquisition. Mirror This Image Flips the image horizontally upon acquisition. 3. To choose one default source for the entire image template, click the Default Source drop-down list box and choose a source. 4. To assign multiple default sources, press and hold the Ctrl key. 5. Click individual positions. 6. Click Image Info and the Image Information window appears.

23 Image Information 7. Select the Source drop-down list box and choose a different source. Click OK to save and exit the Image Information window. 8. Choose the Add to New Exam Bar check box if you want to add this image template to the New Exam Bar. 9. To save your new image template, click OK. To save the image template under a different name than the one entered in the Description field, click Save As. Click Cancel to exit without saving. Standard Setup 1. If not already viewing the Standard Setup mode, click the Standard Setup button. 2. To assign positions to the image template, enter numbers in the grid located in the top-right of the window. As you assign numbers to the positions, the image template is created. For example, to add three right maxillary positions, enter a three in the corresponding box. 3. Click the Horizontal Bitewings check box if applicable for the template. 4. Click Vertical Anterior check box if applicable for the template. 5. Choose a default source from the Default Source drop-down list box. Repeat steps 3-10 under Custom Setup mode. Select the Image Info button to enter the information pertaining to the selected template space. See the following image Enter the Description name and select the Source, Image Group and Example Group. Use the Tooth Selector to identify and associate teeth or quadrants. Select Ok to save or Cancel to exit. DenOptix Scan Types The DenOptix machine currently operates with different carousels: IntraOral,Cephalometric, and Panoramic. Each carousel has a unique layout and many areas to place plates. Based upon how you prefer to acquire images using your DenOptix machine, you need to set up DenOptix Scan Types to instruct Patterson Imaging where the film should be placed on the plates of each carousel. Doc-To-Help Standard Template Imaging 23

24 DenOptix Scan Type Setup 1. From the Lists menu, choose DenOptix Scan Types. The DenOptix Scan Types window will be displayed. 2. Click New. 3. Enter a description for your new image template in the Description field. 4. Choose the carousel type you are using from the drop-down Carousel Type drop-down list box. 5. Next, you need to assign plate locations for template film. To do this, you must first choose a template from the Template dropdown list box. Once you have selected a template, it will be displayed in the template display window. 6. To assign the first film to a plate, highlight the plate on the DenOptix carousel mount where the film should be assigned, and click Assign. You can also double-click on the plate. If you wish to assign this film template to a Patient Group, follow these instructions: Click Next. Change the patient to the next group (Group 2) from the Patient (Group) drop-down list box. Choose the Template.

25 Custom Image Enhancements Example Groups These steps must be done for multiple patients in one DenOptix Scan Type. Assigning a Patient Group to an image template is helpful later when assigning acquired X-ray images to a patient. Continue this process for each plate on your carousel by clicking Next and repeating steps 4 through 6. Choose from previously created enhancements. To create image enhancements for Patterson Imaging, follow these instructions. 1. To create image enhancements, go to Lists Custom Image Enhancements. 2. Click New to create a new image enhancement. 3. Type the description of your enhancement. 4. Select enhancements and, if available, a degree of modification for each one. 5. Click OK to save this enhancement. Using Custom Image Effects 1. From the Exam Window, select an image. 2. To apply the Custom Image Enhancements, go to the Effects menu and choose Custom Image Effects. 3. Choose an image enhancement. The image enhancement is applied to the image. The Example Groups option enables you to store sample images for client representation. These images allow you to show patients other patients photos who had the same procedures performed. 1. To create an Example Image group, go to Lists Image Groups. Doc-To-Help Standard Template Imaging 25

26 Image Source Enhancements 2. Click New to create a new example image group. Click Edit to rename an existing example images group. 3. To view the example images, select the Exam by Type button in the Exam Bar window. Click the plus next to Example Images. The Example Images Groups appear below the Example Images. 4. To see the photos, select a folder. Double-click on the name of the folder to view all images in the Exam View window. The picture appears on the right in the Exam View window. 5. To change the Example Group they are assigned to, select the Example drop-down list box in the Image Information window or select the blue underlined word Example. The Image Source Enhancement window enables you to create imaging enhancements that automatically apply to any images acquired from specified sources. For example, you can increase brightness, decrease contrast, and sharpen the edges on all images acquired from DenOptix. 1. From Lists, choose Image Source Enhancements. The Image Source Enhancements window appears. 2. Click New to create an image source enhancement. To edit an image source enhancement, select an enhancement and click Edit. The following window appears. 3. Select an image source from the Image Source drop-down list box. 4. Select enhancements to automatically apply to any image acquired before it appears on-screen from the selected source. This enhancement is not added to the history of the image.

27 5. Click OK to save and close. Image Document Window Double-click on an image and open it in the Image Document window. This window gives you all the Patterson Imaging tools, and you can also change the image or example group settings. A thumbnail, a smaller version of an image, is available to the left of the larger image. If you open an image within a template, the template map (a collection of all the images within that template) is also available to the left of the image. Thumbnail Map The Thumbnail Map displays a smaller version of the image. When you zoom in on a part of the actual image, a green box appears on the thumbnail in the location you are viewing. You can also use the green box in the thumbnail to navigate to different areas of the larger image. To do this, move the mouse pointer over the green box. The mouse pointer turns into a hand. Hold down the left-mouse button and drag the green box to different areas of the image. Customizable Toolbar The customizable toolbar is available from the Image Document window. Template Map When you view an image attached to a template, the other images are loaded into a template map located in the bottom-right of the Image Document window. This feature enables you to browse all the images in the template from the Image Document window. To browse images in the template, select different thumbnail images on the Template Map to view different images. Using Patterson Imaging The Patterson Imaging and Image Document windows include many image editing and managing functions. The standard and Patterson toolbar buttons are displayed under the name of the function. If available, the hyperlink in the Image View window is listed as well. Use the links below to open a subtopic directly or select the arrow at the top to scroll forward. Doc-To-Help Standard Template Imaging 27

28 File Menu New Click New from the File menu and choose from the following: IntraOral Images X-ray Sensor Images Scanned Images DenOptix Images Panoramic Images ScanX Images When you select an option from this menu, the Exam Bar loads the New Exam, and the image template appears in the Exam View window. Open As Document Choose Open As Document to open a selected image directly into the Document View window. Open Cascaded Choose Open Cascaded to open images stacked one on top of the other in Document View. Open Tiled Choose Open Tiled to open images arranged side by side. Browse Images Choose Browse Images to open a menu of all images for this patient from all available exams. Now you can see all your patient's images displayed by name in a single menu. Save Choose Save to keep the current image and any modifications you ve made to the image. Delete Choose Delete to remove an image. Reload Choose Reload to restore the image to its original state. Import Choose Import to introduce an image into the Patterson Imaging module. You can import the following file types:.psd,.cal,.png,.cgm,.eps,.eop,.img,.ica,.jpg,.pcd,.cmp,.mac,.pct,.msp,.ras,.tif,.tga,.bmp,.wmf,.fax,.wpg, and.pcx.

29 Import Schick Images If you are using Schick CDR Software, you can now import Schick images into the Patterson Imaging module. From the File menu, select Import Schick Images. Select Single Image or Complete Exam. If you select Single Image, you will be able to import only one image at a time. If you choose Complete Exam, you will be able to import a patient s entire exam into Patterson Imaging. Single Image Export 1. Select the Single Image radio button. 2. Click Import. 3. Select the folder that contains your exams and double-click or click Open. The folders are labeled after the last and first names of the patient to whom the exam belongs. For example, John Smith s folder is labeled Smithjoh Select the image you want to view in Patterson Imaging. 5. After you have imported an image, you can then select, clear, delete, or reset the import window. 6. Click Save to view the image in the Patterson Imaging window. Complete Exam 1. Click the Complete Exam radio button. 2. Click Import. 3. Select the folder that contains your exams. The exams are probably in the X-rays folder 4. Select the exam folder and click OK. 5. Repeat steps 5-6, described previously. Choose Export to export your image to a directory on your machine, saved as any of the following file types:.psd,.jpg,.pct,.tif,.tga,.bmp,.wmf, or.pcx. Choose to electronically send the selected image to a patient, a specialist, and/or an employee in the office. All Choose All to all images opened within the Exam View window. Print Choose Print to print the selected image. Doc-To-Help Standard Template Imaging 29

30 Print All Choose Print All to print all open images. Print Custom Customize your print layout with the Print Custom option. This feature enables you to improve case presentation, reorganize printed templates, and improve referrals to other doctors. To use this feature, select the exam you want to print and the images from the exam. Logoff Choose Logoff to log out of Patterson Imaging. Exit Choose Exit to close the Patterson Imaging program. Edit Menu Undo Choose Undo to undo your last manipulation of an image. Image History Choose Image History to revert or apply the previous changes made to the image. Copy Choose Copy to duplicate the selected image or the selected part of an image to the clipboard. Paste As New Image Choose Paste As New Image to paste the selected image, or the selected part of an image, into an exam as a new image. Label Properties Choose Label Properties to modify the properties of a label you assigned to an image (for example, Date and Time Stamp). Image Preferences Choose Image Preferences to specify your Patterson Imaging preferences for Label Tools, Text Tools, and Measurements. Label Tools

31 Text Tools Annotation Text/Date 1. Select a Label Tool from the drop-down list box. The Label Tools are used to select or point out areas of an image. 2. Adjust the Pen Size, Color Scheme, Pen Color, or Fill Color. 3. Click OK to save these changes. 1. Select a Text Tool from the drop-down list box. The Text Tools are used to add words to areas of an image. 2. Adjust the Color Scheme, Text Color, or Fill Color. 3. Click OK to save these changes. 1. Click the drop-down list box and choose Annotation. The words Sample Text appear in the preview box. 2. Along the bottom of the preview window are four buttons that change the color and frame of the text on your screen. 3. Adjust the Pen Size, Color Scheme, Pen Color, or Fill Color. 4. Click OK to save these changes. 1. Click the drop-down list box and choose Text/Date. 2. Along the bottom of the preview window are four buttons that change the alignment and color of the text on your screen. 3. Adjust the Color Scheme, Text Color, and Fill Color Size. 4. Click the Date Format window and change the format of how the date appears with the Text/Date stamp. 5. Click OK to save these changes Measurements This enables you to modify the appearance of measurements in the Patterson Imaging window. 1. Select the Show Main Measurement check box to display the measurement for the entire distance. 2. Select the Show Intermittent Measurements check box to display the measurements in between points. 3. Select the Show Angles check box to display the angle degrees. 4. Choose colors for the specific area from the color drop-down list boxes. 5. Click the Font button to change the Measurement tool fonts. View Menu Doc-To-Help Standard Template Imaging 31

32 1:1 View Choose 1:1 View to view the image in its original size. Fit To Window Choose Fit To Window to stretch the image to fit the size of a window that has been resized. Full Screen Choose Full Screen to view the selected image in its original size with many of the elements of the window, such as toolbars, removed so you can focus on the image. Original View Choose Original View to view the image as it was originally acquired. Show Annotations Choose Show Annotations to view any annotations attached to the selected image. Show Measurements Choose Show Measurements to view any measurements related to the selected image. Show Labels Choose Show Labels to view any labels related to the selected image. Measurement Detail Choose Measurement Detail to view any measurements taken for the selected image. Image View* Choose Image View to view the image in a separate window with image editing capability. Image Info View Choose Image Info View to view image information for the selected image in the Exam View window. Usability Mode Choose Usability Mode to modify the mode in which you use Patterson Imaging. Choose Standard for a basic toolbar with general tools or Advanced for the full toolbar with all available imaging tools.

33 Toolbars Choose Toolbars to modify the toolbars displayed on your window. Image Menu Acquire Choose Acquire to obtain an image from the selected source of that exam. Crop Choose Crop to select and cut a selected portion of the image. Use the Region Selector to choose a portion of the image. Mirror Choose Mirror to turn the selected image horizontally. Flip Choose Flip to turn the selected image vertically. Rotate Choose a Rotate button to turn the selected image 90, 180, or 270 degrees. Click Custom to rotate the image to your own customized specifications. Swap Choose Swap to exchange images within an open template. To use swap images, select an image in the Exam View and press the Ctrl key. Select the images you want to exchange and click Swap. Information Choose Information to view or modify Image Information, including: Description Specify a description of the image. Exam Group View the exam group for the image, if applicable. Acquired On View the date the image was acquired. Acquired By View the provider/staff member who acquired the image. Source View the image acquisition source. Image Type View the Image Type (for example, f). Tooth Info Specify a tooth number, or range of teeth, for the selected image. This is helpful when viewing images By Tooth Number in the Open Images dialogue. Image File Information View specifications for the selected image, such as Format, Dimensions, Image Size, Resolution, and File Size. Doc-To-Help Standard Template Imaging 33

34 Effects Menu Clarify Clarify is an adaptive contrast enhancement tool designed to brighten, sharpen, normalize and contrast an image for maximum clarity. Enlighten Choose Enlighten to adjust overexposure or underexposure of the image. Smooth Choose Smooth to make edges appear less distinct in the selected image. Sharpen Choose Sharpen to make edges appear more distinct in the selected image. Noise Reduction Choose Noise Reduction to clear up any video static in the selected image. Colorize Click Colorize to toggle colorization on and off. Invert Choose Invert to reverse the existing colors of the image to their opposite color, creating a negative of the selected image. Hue/Lightness/Saturation Choose Hue/Lightness/Saturation to modify these elements of the selected image. Extract Color Choose Ext. Red, Ext. Blue, or Ext. Green to remove red, blue, or green from the selected image. Emboss Choose Emboss to add a rough look to your image. Emboss 3D Choose Emboss 3D to add a rough, three-dimensional look to your image.

35 Trim Color Choose Trim Color to remove excess colored areas from your image. Edge Enhancement Choose Edge Enhancement to create a darkened, flattened image with highlighted edges. Laplace Edge Enhancement Choose Laplace Edge Enhancement to create a texturized, flattened image with highly defined edges. Highlight Use the Highlight feature to demonstrate the spreading of a condition on X-ray images. Follow the instructions below to use the Highlight tool. This feature enables the user to enhance gray areas in an X-ray image with the color of their choice. By highlighting a region and adjusting the tolerance, this enhancement can be an effective tool for case presentation. 1. Choose Highlight from the Effects menu. When moved over the image, the mouse cursor appears as a dropper. 2. Click in an area of the image and choose a color from the Color palette window. 3. Click in another area of the image and choose a different color from the color palette window. That color also appears in the image. 4. When both colors are applied, right-click and drag the pointer in the left or right direction to increase or diminish highlighted areas. This shows where the affected area will spread next. 5. To reset the image, right-click on the image in the Exam View and choose Original View, or just select another image. 6. To stop using the Highlight, select the Arrow option from the toolbar, menu, or the hyperlink in the Image View window. Brightness/Contrast Choose Bright/Cont to adjust the brightness and contrast levels on the selected image. When the hyperlink is clicked, the mouse pointer changes into an L-shaped cursor To change the contrast in the image, left-click on the mouse and move the pointer left or right, or adjust both simultaneously by moving the cursor in a diagonal direction. Release the left-click when finished. A sub-menu of options is available from the Brightness/Contrast menu. Increase Brightness Choose this option to increase the intensity in the selected image. Decrease Brightness Doc-To-Help Standard Template Imaging 35

36 Choose this option to decrease the intensity in the selected image. Increase Contrast Choose this option to increase the distinction within the image. Decrease Contrast Choose this option to decrease the distinction within the image. Custom Choose this option to customize the brightness and contrast on the image. Select this option and an L-shaped cursor appears. Hold down the left-mouse button and drag the cursor up or down to increase or decrease the brightness. Drag the cursor left or right to increase or decrease the amount of contrast on the image. Normalize Readjusts the contrast balancing the darkest/lightest areas. Equalize Readjusts the contrast to spread uniformly throughout the image. Dynamic Range Darken/Dynamic Range Lighten Both Dynamic Range functions perform dynamic range compression (a non-linear brightness/contrast adjustment) on the selected image. Histogram Adjustment Choose Histogram to adjust the image properties

37 Click and slide the black arrows or select the specific box and enter a new value to adjust the Maximum, Minimum, Low, Gamma and High settings. Select the Open button to select a Custom Histogram Adjustment. Select the Save button to save the current settings as a Custom Histogram Adjustment. Enter a name for the Histogram Adjustment Description and select OK. Select the Reset button to return to the original settings for this image. Select the OK button to save the settings for this image. Select the Cancel button to close this window without saving. Custom Filter Choose Custom Filter to adjust the image properties. Please contact Patterson Client Services for assistance prior to using this feature. Doc-To-Help Standard Template Imaging 37

38 From the Effect menu, select Custom Filter. Enter a name for the Filter. Select the Pan button to reposition the image. Select the Zoom button to magnify a specific area. Select the Arrow button to resize the image. Select the 100% button to return the image to its original size. Click into the boxes to assign a value to the Filter Matrix. Enter a value for the Division Factor and Bias. Select OK to apply these adjustments this image. Select Cancel to close the window without accepting the changes. Select Save to save these settings as a Custom Filter. Select Delete to delete a Custom Filter option. Tools Menu Selector/Arrow Choose Selector to utilize the selector tool.

39 Region Selector Choose the Region Selector to select regions of the image. Zoom Choose Zoom, then left-click anywhere on the image to zoom in on that image. To zoom out, right-click on the image. Pan After clicking the Zoom option, choose Pan, then simply click and drag the pan tool on your image to move it in the direction you desire. Line Choose Line to draw a line on the selected image. Circle Choose Circle to draw a circle on the selected image. Square Choose Square to draw a square on the selected image. Pencil Choose Pencil to draw on the selected image. This feature is helpful if you want to pinpoint certain sections of the image for a specialist or patient. Arrow Choose Arrow to place arrows on the selected image. Double-click on the image to modify the Arrow Label settings, or use the buttons on the bottom left of the Patterson Imaging window. Date/Time Stamp Choose Date/Time Stamp to place a stamp of the current date and time on the selected image. Double-click on the image to modify the Date/Time Stamp settings, or use the buttons in the bottom-left of the Patterson Imaging window. Relative Density Choose Relative Density to learn the relative density of any area on the selected image. Simply select the location, and the amount is displayed. Doc-To-Help Standard Template Imaging 39

40 Annotations Choose Annotations to add annotations to the selected image. Click in the image and the Image Annotation Type List window appears. Choose an annotation to add to the image. Measurement Note: Measure will prompt you to Calibrate if you have not done so already. ScanX images do not require calibration. Choose Measure to take measurements of any area on your image. With your Measure cursor, move to the point where you want to begin taking the measurement and left-click. Drag the line to the points you want to measure, then when finished, double-click. The Measurement Information window is displayed. Enter a Description for the measurement. Modify the units used for the measurement: Inches, Millimeters, or Centimeters. If you are using the Measurement tool and the measurement tool has not been calibrated, the Calibrate Measurement window appears. Calibrate Measurements Choose Calibrate Measurements to enter your own precise measurement to be used by the Patterson Imaging module. With your measurement cursor, move to the point where you want to begin taking the measurement and left-click. Drag the line to the point you want to measure and left-click again. The Calibrate Measurements window The Reported Distance is displayed. Enter the Actual Distance from your own measurements. The measurement(s) you enter in the Actual Distance field(s) is used in calculating any future measurements on this same image. EagleEye EagleEye is a diagnostic tool that enables you to view areas of the image in high contrast, colorized, or inverted ways. Instead of applying broad changes to an entire image, EagleEye gives you the ability to choose specific areas of the image. There are six different EagleEye effects available from the EagleEye submenu: Spot Enlighten, Spot Colorize, Spot Fire, Spot Ice, Spot Invert, and Spot Zoom. You can also customize the spot size and the zoom level (magnification of the selected area of the image). When you click the EagleEye hyperlink in the Image View window, you can right-click and access the EagleEye submenu. 1. To use the EagleEye on an image in the Image View window, click the EagleEye hyperlink.

41 2. Move the mouse pointer over the image. A spot appears with an icon that symbolizes the type of spot enhancement, such as the following: a candle represents Spot Enlighten, a small flame represents the Spot Fire, and so on. Text 3. Hold down the left-mouse button, and move the mouse cursor around the image to use the spot enhancement. 4. To change the type of enhancement, choose the EagleEye sub-menu or right-click on the image. 5. To increase the size of the enhancement, choose the EagleEye submenu or right-click on the image. From the menu, select one of these spot sizes: Small, Medium, Large, and Extra Large. The size difference is applied when the enhancement is used. 6. If you are using the Spot Zoom enhancement, choose the EagleEye sub-menu or right-click on the image to change the degree of magnification. From the menu, you have three Zoom Level options: Low, Normal, and High. Choose Text to add text to the selected image. Click and drag the Text cursor to open the Text Properties window. Alignment These buttons enable you to align the text with the left margin, center the text, or align the text with the right margin. Font Click this button to change the font type, style, and size. Doc-To-Help Standard Template Imaging 41

42 Text Enter the text you want to appear on your image. View how the text will appear in the Preview window. Properties Color Scheme - Choose Color to change the color of the text and the background of the text. Choose Watermark to modify the watermark levels. Choose Invert to invert the fill and text colors. Spell Checking If you have the preference checked to use both options in Spell Checker, the following are available in the Spelling Error window: Click the Change button to retype the unrecognized word. Click into the Misspelled Word box and retype the word. To use one of the Spell Checker s suggested words, highlight the word and click the Change button. Click Change All to apply the suggested or corrected word to all occurrences of the unrecognized word. Click Ignore to skip the word. Click Ignore All to skip all occurrences of this word. Click the Add To Dictionary button to add a word to the Spell Checker s lexicon. Click Cancel to close the window. Activities Menu Change Patient Choose Change Patient to select a new patient from the Patient List. Patient Photo Choose Patient Photo to view the current patient s photo, if available. Database Validations Choose Database Validations to select a validation. Database validations should not be used without the assistance of Patterson Imaging support technicians. System Activity Log Choose System Activity Log to view the log of recent activity or print a report of same.

43 Archive Image Files Choose Archive Image Files to store older or unused images in a location other than your database. Restore Image Files Choose Restore Image Files to import archived image files back into their original locations. Print Screen Capture images of your computer screen using the Patterson Internet Connection Object.. In the System Tray, right-click on the ESInet icon. Select Print Screen. A window appears showing that the screen capture is being sent to the default printer. List Menu Patient Choose Patient to open the Patient list. See the following example. Doc-To-Help Standard Template Imaging 43

44 Practice Choose Practice to setup your Practice information. See the following example. Providers Choose Provider to enter the data of your office staff. Zip/Postal Codes Select New to add a new Zip/Postal Code to the list. Highlight an existing code and select Edit to make changes. Highlight an existing code and select Delete to remove a code from the list. Select Report to view a report of all codes available. Select Close to exit the window. AutoNotes Choose AutoNotes to insert patient autonotes. Select the New button to create a new AutoNote. Select the Edit button to edit an existing AutoNote. Select the Delete button to delete an existing AutoNote. Select the Report button to view or print a report of all AutoNotes. Select the Close button to close the AutoNotes window. Annotations Choose Annotations to created notes on images. Select the New button to create a new Annotations. Select the Edit button to edit an existing Annotations. Select the Delete button to delete an existing Annotations. Select the Report button to view or print a report of all Annotations. Select the Close button to close the Annotations window

45 Reports Menu AutoNotes Master Select AutoNotes Master to view or print a master list of all AutoNotes available. Annotations Master Select Annotations Master to view or print a master list of all Annotations available. Image Template Master Select Image Template Master to view or print a master list of all Image Templates available. Cosmetic Imaging Introduction Patterson Imaging provides a cosmetic imaging tool to enhance and modify images. These features give you the best imaging tools offered in most expensive cosmetic programs. Applying cosmetic enhancements to your images with the Cosmetic Imaging tool saves you money and time. Accessing Cosmetic Imaging To access the Cosmetic Imaging tool, make sure you are viewing a recent or saved video exam. Click Cosmetic Imaging on the toolbar. -or- Choose Cosmetic Imaging from the Window menu. On the left, there are various cosmetic tools divided into five sections according to the type of adjustment or enhancement. Doc-To-Help Standard Template Cosmetic Imaging 45

46 Using Cosmetic Imaging Brushes The Size slider applies to each of these functions. Move the Size slider up to decrease the size of the paintbrush. Move the Size slider down to increase the size of the paintbrush. Smudge: This brush acts as if the user is smudging a selected portion of the image. Whitener: This brush demonstrates the outcome of bleaching or whitening teeth. Adjust the levels of whitening with the Whitener slider in the Levels section of the window. Eraser: Use this brush to restore an area of the image to its original state. Defocus: Use this brush to sharpen or smooth areas of the image. When you are finished adjusting the Defocus level, hold down the left-click mouse button and drag the mouse cursor over an area of the image. Adjust the Defocus slider to change the Defocus level. Move the slider above center to smooth the image. Move the slider below center to sharpen the image. Paint: Use this to paint freely anywhere on the image. Click the underlined word

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