mediadent v11 - greenwayhealth.com · 1 © greenway health, llc. all rights reserved. confidential...

1© Greenway Health, LLC. All rights reserved. Confidential and proprietary. Not for distribution except to authorized persons.

MediaDent v11.10

Mandy Hancock

Director of Product Management


BUILDER – SYSTEM ADMIN


Access System Administration to build progress note templates.

The Edit and View tabs are exactly the same – no changes!

These tabs are shared between the builder and progress notes.


Modes

Initially the builder will not load a

“mode”

• Modes determine what icons in the ribbon are available.

Modes available:

Macros or Templates

• Once a user chooses if they are editing existing or creating a new template or macro, a green label will appear so the user knows what “mode” they are in.


Builder - Macros

Existing icon launches a list of existing macros (previously called paragraph remarks)

Macros are in alphabetical order, A-Z

Users can delete macros by using the delete icon in 1 click

To edit existing macro, double click macro name.


Once the macro is selected, it will populate the editor page.

Both Save and Save As are enabled. Save will save edits made to the existing macro.

Save As is to be used to “copy” a macro, edit it and save it as with a new macro name.


Macros

New form fields:

Completed Work

Existing Work

Planned Work

Selecting one of these fields will allow users to

further define if they want ONLY that visit’s data to pull to the note, to pull all documented data

Whether you are creating a NEW

macro or editing an EXISTING macro, the

Form field icon in the ribbon can be

used.

Can also choose to pull auto-notes for procedures that are

“completed” that have auto-notes

available (i.e. user chooses completed work; do they want

only completed work for that visit? Or ALL previously

documented completed work?)


Templates

Just as Macros, we have the ability to edit existing templates or create a new template.

In addition, we have an Open icon to allow users to browse to their local PC and import templates.

The same icons (Save or Save As) are available in Template mode as well.

Form fields also work the same in Template mode.


Templates

Template Names are in alphabetical order

Users can delete templates by using the delete icon

To set a practice default, simply check the box associated with the template. Only 1 practice default is allowed.

Using the Save as function also has a Default setting so that the template you are saving can be set as default.


Form Fields

New form field: Patient Data

This allows users to build form fields in their templates to auto pull patient demographic

data to the note.

Choose patient data from the form field

combo

Choose what patient data item you want to

include in the template and when applicable, the format of the data


Form Fields

Input Data fields (currently in the field)

Few modifications to note: simplified the design

User can enter text in the prompt field and the default value field (when applicable)

Choose required checkbox if you want to force user to enter data before inserting data in the note

Required fields will have a red frame around the field to indicate they are required


Auto Notes

Moved to MD Console – System Admin (no longer in System Files –Fee schedule)

All existing auto notes still present – no need to rebuild

Procedures shown in auto notes table pull from main practice fee schedule ONLY

NEW – can now associate auto notes with pathologies and materials

NEW – Macros can be used within an auto note


Select the procedure, pathologies, or materials tab to build auto notes for an individual item

If an auto note is associated to the item, a checkmark will display in the Note column.

To pull a macro into an auto note, use the macro icon in the ribbon.

If that procedure is documented on a visit AND the form field has include auto notes checked, the notes will automatically pull to the note.

Auto Notes


PROGRESS NOTE


Progress Note

Initially, use the New icon in the ribbon to determine what template you want to use (default, blank or choose an existing)

Once a template is selected, all other icons will be enabled and the template will load into the viewer.


Edit Mode

If a user has selected a template, they are considered to be in EDIT mode.

While a user is in EDIT mode, others users can view the note, but they cannot edit.

Once the user in edit mode has saved the note, then others can edit the note.

A green label will appear to alert users if a note is in EDIT mode and what user has the note locked.


Switching Templates

Once the user selects New to initially load a template, the New icon will disable.

If the user wishes to switch templates, use the applicable icons in the ribbon.

If there are unsaved edits, the user will be notified before the switch is made. Choose save changes to save and switch or choose discard to NOT save and switch

Select template – shows the user a list of all active templates to choose from

Recent templates – displays the most recent 10 templates used


Input fields

If the template selected has form fields that require the user input, a SINGLE input dialog will display. It will list all input fields.

Fields with a RED box indicate the field is required per configuration rules.

Once all required data (minimum) is complete, the user can hit insert data to close the dialog and insert the data in the note.

If the user wishes to trigger the dialog again, use the Data Input icon.


Insert fields

Insert fields are also known as form fields that pull data into the

note (such as patient demographic data or provider

data)

If a form field is added to a note and the data is not available (i.e. patient email address is missing), the field will appear RED in the note so the user can decide to

manually enter it or to delete it.

Insert Data pulls when the note is loaded so if data is added after

the note is created, it will not pull for that visit.


Ribbon Tools

Odontogram - previously called Chart – will insert the most recent version of the

Odontogram into the note

Tx Plan Items – will display a dialog to show any items in a Tx plan to insert into the note

(existing feature)

Macros – previously called paragraph/remarks – gives the user to ability to pull in macros on

the fly

Patient Data/Misc Data – allows the user to pull in patient data/provider data on the fly. If data

is not available, it will be disabled in the list

PSR Exams – existing (no changes)


ImagingNew - preview

images from the navigation pane and drag/drop images into the

note

While in progress notes,

use the nav pane to find the image section.

Left Single click to preview the

image and Right single click to

close the preview.

Drag image to the place in the note and drop

Highlight image and hit delete to

remove it


Imaging


Review/Lock Notes

User based Security introduced to

determine what users can review, lock or edit

notes after lock

New – For users with access, if a note is

edited after lock, the lock will remain on the

note. Edits after lock will be considered addenda

data and can be reviewed in compare

versions auditing.

New – If a note is edited after reviewed, the

review status will drop so that a user can

review the note again with the latest changes.

New – Review is not required to lock a note.


Reporting

By default, the reporting tab shows a

list of all progress notes on the left side of the

screen.

First select the notes you want generate the

report for.

After they are selected, you must choose

generate report from the ribbon BEFORE selecting an action such as print/email


Reporting

Use Shift or Control to select multiple reports

from the list

Now select Generate report to show the report on the right

After the report has been generated, the

user can select Print or Email.


Compare Versions

NEW Tab added to track changes to

the note.

Once a note has been edited, a new tab will appear in

the ribbon.

Selecting this will allow the user to all

the different versions of the

note.

Each time a note is edited and saved, it is considered a new

version.

Users are able to compare versions to determine data that was added or removed, user and

date/time of the change.


Compare Versions

Note: Items in green were added in that version of the note

Items in pink were removed in that

version of the note


Security

A new mode was introduced called Security

mode

Currently the only feature is user level security for

progress notes

To access Security mode, while in MD Console,

select the new lock icon


Security

After selecting Security, the user will have user level

configuration in the navigation pane. Select the user from the

user drop down.

Determine what that user needs access to and drag those items

from the left to the right (denied to allowed)

•Progress Note Administration – determines if the user can build templates in system admin

•Edit after Lock – determines is the user can edit a note after it’s been locked

•Create/Edit, Delete, Lock, Review – determines if the user can create or edit, delete, lock or review notes

•Progress Note reporting – determines if the user can view the reporting tab


OTHER NEW FEATURES


Chart

New NameThe module Charting has been renamed to

Chart

We currently have a Charting tab within

Chart

We wanted to differentiate chart

module from charting tab for

training purposes

Items added to Nav Pane

Date of Service and Guarantor Data

added to the navigation pane

Search patient

Search results will no longer appear in the

navigation pane

Now searching in Chart will display a

search grid just as we do in Appts


Patient Search


Chart

New – Clear all Unsaved Chart Data

icon added to Charting tab above

the Odontogram

Selecting this will clear all data

entered in chart that has not been saved

Undo function

Select all Maxillary or Mandibular teeth

Single click the blue bars to select or

deselect all teeth at once

Once all teeth are selected, the

materials/ pathologies/ tools

can be used.


Chart

Select Procedures Dialog modifications

Default is to have all procedures unchecked

Checkbox added to the column header to assist users in selecting

all in one click

Tooth Info

Sort order has changed

Primary teeth (A-T) will be sorted as the corresponding Adult tooth number and will display before the adult tooth. For example, a primary/adult sort for the

first six teeth will display in order as 1, 2, 3, A, 4, B, 5, C, 6.

Changing items from Existing to Planned/Completed will update

the line items with the appropriate procedure codes


Chart - Perio

Keyboard mode will auto advance

• After entering the value, users will automatically move to the next field

• To enter a double digit, users must select *

• Default is to enter single digit value


Chart – Perio

Clicking the all bleeding button will indicate all teeth are bleeding

Choose the diamond associated to a certain section to mark a particular section bleeding


Chart

Lab Work has been moved to chart (previously known as patient lab case)

• The top row will default blank in order to add a new lab

• Data on this tab is auto saved

• Appt data will only display if Lab work is tied to an Appt

• Lab Cases have been removed from Heritage


Appointments

New Items available within

Details at a glance

Special Indicators

Appt Notes

Ability to add Lab Work from Appt properties


Appointments

Modify Hours by Specific Date

configuration will now work with the NEW appointment center

Existing configuration has been maintained

The days/hour blocks will now display in the

New Appt Center


Alerts

Save and Close icon to the Medical alerts dialog

to allow user to save a new alert and close the

dialog in one click


Patient Communication

Newly added Patient Alerts and Patient Tasks will now default to Open

Assigned user combo now has a type ahead feature to allow users to more easily find user names


Prime Suite support

Prime Suite customers can now use MediaDent for their dental needs

Patient demographics and

Scheduling data will be sent bidirectional

between the applications via API

Charges will be manually entered in

Prime Suite until further notice

mediadent v11 - greenwayhealth.com · 1 © greenway health, llc. all rights reserved. confidential...

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