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1. 13 2 Register ACIVALESOMW Ale En ena tuiawieniua aa Natalie ie ae a Naa aai 14 3 HOW tO PUCHA SO aria o olores 15 4 Hardware Requirements ds 15 Part lll How Do I 18 1 Installation and Se tU unida losas 18 Usina the Setup Wizard nit ais 19 PASS WOFA S6le CON it A A A a adds 24 2 GO TUG Starte dius A 24 User Logli vasta oie a sad 25 Administrator Login etienne dre Re seen OKEn OAEI rt an eee 25 LOS U TOPGOILEN Das SW ONS cuartel an 26 FAQ frequently asked Questions wiii A da vies 29 User Manual CAE cana tala dia idiotas 29 Sample PAGS Nui A de Ai da aa 30 3 Navigating the Program cciana a a esse teen scene des contes enercine 30 AETA DE NI a 31 QUICK Find TOO nn Ce a annee ada 32 Patient AAA du E date tee net a EE A O ec 34 Cr at a New Patent CAC ain a A ne ae 34 Operan Existing Patient Chart ei LE pace out oanues aero iio 35 Falent EiS RE 36 Patient Demographics ocre Nica iii AO Did A 39 Ml O O A A ey 45 Open UMS Gl MO a L CAR Re ccaoa 46 pie 6 10 18 ER RC en N 47 KOI NOR a de da 2 ee a 48 SUIS IY NOS te ae Dre ui ca M tn 50 Encounter LIST aaa AAKA Aa Ea ie aci 51 SA o II pos muaeucaeearaeeaee ee 53 COE e REP y gg 2 53 create A REDON as rt A e eee ESOO 59 IIS Gr UG Report VIM PR ere n a EENET a EASE OSES EEE E EEEE AE EREA 60 Usmo MATES graas setae esate een io aaa 63 USING Tables stat id s 66 create NO ete dense te idee ne tt 74 AAC Se Can a DOCUMENTS need eenae
2. 2011 Iccomplish Inc Final SRx SpecRx CLBrandOD CLBCOD CLsphOD CLcylOD CLaxOD CLDIAOD CLparametersOD CLBrandOS CLBCOS CLsphOS CLcylOS CLaxOS CLDIAOS CLparametersOS CLinstructions CLRx Final CLRx Med Rx FOR USE BY THE SOFTWARE DO NOT ADD REMOVE SRxTool CLRx Tool MedRx Tool 3 5 4 2 Rolodex Utility Allows managing of all your healthcare provider contacts for example consultants PCP s specialists and others The Rolodex is automatically launched when reports include the Rolodex Field for example when writing a letter to a patient s PCP You can add or modify existing entries simply by clicking the action buttons at the bottom of the screen Consultants Doctors providers to whom you refer patients PCP Primary care providers Specialists specialty medical providers e g neurologists Facility nursing homes or skilled health care facilities Other others that do not readily fit in the above categories 2011 Iccomplish Inc 102 ezScriptWriter User Manual Holler Rolodex of Consultants Physicians Service Facilities consurant PEF Specialist Facilit Other Pr Frald Villars WC STE Eye Surgeons Ophthatnoo ANMC Alacha Nalius Medral E Padio David AG DES 3 6 Recall Wizard The Recall Wizard allows you to create and send recall notices to your patients The tool is pow
3. troubleshoot any probleme with pour software HezHealth are SOFTWARE SYSTEM INFO peuboUpdate 9412001 11150 AM LastBackup 12 30 2010 05 29 04 PM Operating system Windows AP Version 5 1 2600 Service Pack 3 T CT Cu T T E o ro Total Physical Memory 2 095 460K Available Physical Memory 939 7726 Gog te LE catamaran apie badii he AN Upload O 2011 Iccomplish Inc 158 ezScriptWriter User Manual 5 Troubleshooting Problems Network Crash Network crashes are the worst diaster that can befall your database If you are working on a chart at the same time the network goes down there is a high probability that you database may be damaged Using a wireless network for a portion of your network increases the risks Since ezHealthWare software is an intensive database driven program you can expect a wireless network to be slower than a typical 100Mbps wired LAN how much slower depends on the wireless system you choose If you must use a wireless network it is probably best to use the exam room computer as the server and let other computers link into that system Bad network cards and faulty cables can also be a culprit Broken network connections as sometimes happen with wireless systems can result in database corruption Do regular backups of your data at least daily A Network Connection Problem 1 Network Connection Problem The connection to your database folder appears to b
4. X close Operator Choices Is exact match Is Not does not match Contains the field contains the criteria Starts With the field begins with the criteria Ends With the field ends with the criteria 2011 Iccomplish Inc NON ezScriptWriter User Manual 3 5 3 2 Encrypt Compress Reports 3 5 4 3 5 4 1 To conserve space and or to fully protect your database from prying eyes you can run the Encrypt Compress Reports utility lt converts the text based report to a encrypted format that saves space and cannot be decoded outside the software itself WARNING If you notice your ezReports dez database growing close to the 1GB size you should run this utility Miscellaneous Functions The Miscellaneous Functions menu allows you to open the Report Designer and Rolodex Utility Miscellaneous Funchone TI ML mi Report Designer Rolodex Utility Report Designer Rolodex Utility Report Designer The Report Designer allows creation and editing of the various reports and Rx formats available in ezScriptWriter When the report template screen finishes loading you will notice that the reports are listed alphabetically by name and that each has a specific category name associated with the report You can easily switch between an alphabetized listing of report name or by category by clicking on the heading bar Manage Drawing Templates Edit Encounter Templates Customize SOAP writer
5. e Available by the case from Office Depot or a similar office supply store e Advantage Low cost e Disadvantages Easy to alter not valid in some states Security Paper Secure Laser Rx Paper various formats Includes security background word VOID appears when photocopied Erasure protection Advantage Nearly impossible to duplicate alter Disadvantage Much more expensive than copy paper NOTE If you intend to print computer generated medication Rx s please check with your state 2011 Iccomplish Inc 16 ezScriptWriter User Manual Pharmacy Board to verify that they will be acceptable in your state or locality Some states for example New Jersey require pre numbered prescription blanks Recommended Printer KONICA Minolta QMS PagePro 1350 W Laser Printer e 21 pages per minute e 1200 dpi 8M Can usually be purchased for under 200 online or at any computer superstore Recommended Network Gear Wireless Pre N Broadband Router Click here to visit the Belkin website Allows both wired and wireless connections O Can usually be purchased for under 100 online or at any computer superstore NOTE ezScriptWriter will operate much slower on a wireless network than over a wired ethernet system O 2011 Iccomplish Inc 18 ezScriptWriter User Manual 3 3 1 How Do I How do I help is available on most screens in ezScriptWriter Many times you will be brought directly to th
6. Name size Type Pa 72K8 Application j 208 KB Application 216 KB Application an 68 KE Application ElezDatabaseSwitcher exe 360 KE Application Other Places 7HealHiWare If the program cannot find the database on startup try using the Find buttons to locate them If you are re installing the software and want a Fresh Start with a clean new database use the Clear button to reset the location to the database gt ezPathUtitity Locates DB Paths KIBR Database Path Selector Utility This utility allows the setting or clearing of folder paths for the various databases that ezHealth are sottware uses hese databases are required for program operation so any changes made here may cause the program to become inoperable on startup If the program gives database errors try clearing the folder pathls i Fath to Main Database CiezAw_DatatezD b dez Path to Tool Database Use the Find button te locate file on your hard drive or network 2011 Iccomplish Inc How Do 1 135 If there is concern that a networked computer is not connecting you should verify that the path is correct Use the Check Database Path to pull up a report of the connection status It s a good idea to printout this report for each computer on your network in case you ever need to re enter the paths for some reason DATABASE CONNECTION ezDiE Globals ettign PASS ezDB Patientli
7. e Drag point to an item and press and hold down the left mouse button while you move the item e Select highlight or make an interface element active by either clicking it or dragging over it other actions are possible if specified in the documentation If used in select the check box it means that the check box should be marked with a tick as opposed to clear the check box when the check box should be cleared without a mark Keyboard Conventions Keystroke commands are noted in bold letters Command key combinations are separated by the dash symbol 5 This indicates that the noted keys are to be pressed simultaneously For example Alt S signifies that you should hold down the Alt key while pressing the S key Bold lower case letters indicate operating system commands and command lines For example you would enter copy on the command line exactly as written Menu Notation 2011 Iccomplish Inc 0 ezScriptWriter User Manual Menu selections are shown in boldface italics to distinguish them from commands and the rest of the text An instruction such as Click File Save means Click the word File on the Main menu located at the top of the window and when a drop down menu appears select Save from the list of options If the words in the menu appear faint or greyed out this means that the menu option exists but is unavailable disabled right now When there is a specific order of buttons to click
8. Administrator Eunctions ga System Administrator Menu Software Account Er Reset Passwords Settings amp Options E View Audit Trail Sysinfa JE cose 4 1 Software Account The Manage Software Account screen will allow you to purchase the software via secure link register license your copy view existing licenses and change the clinic telephone which serves as the account number Purchase Software Register License Software View Licenses Change Clinic Telephone Number 2011 Iccomplish Inc 14 ezScriptWriter User Manual Manage Account Menu gt Manage Account Menu THIS PRODUCT LICENSED TO Peepers Practice Tel 3522591621 TRIAL PERIOD EXPIRED Please purchase a software licenie at waw eCards titer com 4 1 1 Purchase Software Whether you are purchasing the software for the first time or renewing your license the Purchase Software screen will the make the process super easy The uploading of your order is our recommended method since there is no chance of mis entering important account information that we need to generate your license file You can purchase in one of three methods e Via secure internet connection directly to our server with full encryption of your credit card data e Generate a paper order form submit va fax or mail e Launch the website so you can order off the ezScriptWriter website O 2011 Iccomplish Inc Admin Functions 143 af Payment Form g
9. How Do I 127 Report Settings Set Default Margins and Page Setup for Reports letters Presciptons EncouinterReports Select Default Reports to Use for Rx Viewing Printna Default Report to Use Default Report Tithe Blank Rx Medication Rx il Med Rx Medication Rix Med Rx Spec Rx SRX 2 year expiration Grid Format w Spectacle Ex fem CL Rx Contact Rx 2 yr Exp Grid Format T When cdosing reports Auto Save instead of prompting to save Default Margins The margin to use for reports letters Rx s and encounter printouts if not set in the Report Designer or otherwise not specified This setting applies globally to all reports that do not allow you to set individual margins e g when printing notes Default Report to Use Allows the default report for each Rx type to be selected as well as setting a default title The four main Rx categories are Blank Rx Medication Rx Spectacle Rx and Contact Lens Rx Auto Save In some cases you can specify that the software save your report without being prompted first Tool Settings Toal Settings Diopter Step Selection Mouse button for fine diopter movements Default to 1 4th steps C Left Button Default to 1 5th steps Right Button le Automatically copy first CL brand to other eye E Include DEA IW Save all new Rx s to Logbook W Open to ExamSheet View Select Default Font to use for Rx Data finserted text D
10. 6 ezScriptWriter ezScriptWriter User Manual 2011 Iccomplish Inc ezScriptWriter Prescription Writing Software by lccomplish Inc ezScriptWriter User Manual 2011 Iccomplish Inc All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompanyit In no event shall the publisher and the author be liable for anyloss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed March 2011 Aiccomplish inc TECHNOLOGY SOLUTIONS Publishing Software Development Web Design 4 ezScriptWriter User Manual Table of Contents Partl How to Use this Manual 8 Part Il Overview of ezScriptWriter 12 1 Evaluating the Software Free Trial Period
11. DRAWING 02 23 2008 FINAL lus Fight Doktor Ima E 3 3 4 1 Create Encounter A new Exam Encounter can be created by clicking the Create New Encounter button The default date will be Today and the default Encounter Template will be used if none is selected E D afal Encounter Template Default Encounter Template Esam dull Esam Pediatriia Refraction Only Eontact Lens Follo Contact Lens Fithrg Blank LASIK Pre Op LASIK Post Op Cataract Post Op Create New Encounter Cancel y Create New a Encounter Date 02115720 You can optionally select an encounter type Click the Help button within the Exam Encounter screens to get more help once you have a new encounter open 3 3 4 2 Create Rx To create a new Rx open the Encounter List by double clicking the patient name Then click the lt Add New gt line at the top of the list 2011 Iccomplish Inc MES ezScriptWriter User Manual Sample Joe E All Pages Encounters Que Reports Notes Mame Sample Joe E Chart 000001 E DOB 12201977 Provider Doktor Ima E Type Date o Status Description Provider EXAM b 03 10 2008 PENDING 743 48 Congenital Anomalies Of Anterior Chamber Combi Doktor Ima K E 5 Fit 0310 2008 PENDING Med Ax T obrade Doktor Ima K MOTE 022722008 FINAL Consult Report Doktor Imat DRAWING 02 23 2008 FINAL Fundus Fight Eye Drawing Doktor Irak FA Darta 2008 PENDING Spect
12. Term lf the Software Product that was distributed to you was labeled as an EVALUATION VERSION or TRIAL VERSION or its functional equivalent an Evaluation Version the license granted under this EULA commences upon the installation of the Software Product and is effective for the longer of 60 days following the date you install the Software Product or the first 60 uses the Evaluation Term Evaluation Version Software Products may include software code intended to disable their functionality after the expiration of the Evaluation Term You may take no actions to circumvent the operation of such disabling code and you accept all risks that might arise from such disabling code If the Software Product was not distributed as an Evaluation Version or if you converted an Evaluation Version installation of the Software Product to a non Evaluation Version of the Software Product by authorized use of the conversion mechanism provided with the Software Product in each case either being or resulting in a Full License Version the licenses granted under this EULA commence upon the installation of the Software Product and are effective in perpetuity unless terminated per the terms of this Agreement Termination Upon the expiration of the Evaluation Term if any your rights under this EULA terminate automatically without notice from ezScriptWriter Software Without prejudice to any other rights ezScriptWriter Software may terminate this EULA or your
13. Button Bar The Button Bar at the bottom of the Patient Listing allows a few additional features PA Curent A Physician A Delete Chart so z 3 sai Select Current Physician If you wish to display only charts for a selected physician use the dropdown box to choose the physician The default is to show all physicians Delete Chart Allows you to delete the patient chart Note this requires you to have sufficient Security Level to perform this action The Admin function in the Main Module allows for security settings to be adjusted 2011 Iccomplish Inc New Chart Same function as clicking Create New Patient button Show All All patients in the database are shown in a single list Note This may take a long time to run if you have a large number of patients in excess of 20 30K The actual patient list can be exported using the Import Export feature in the Main Module ad Entire Patent List Liz a lemig H cil LD Laa bla Te Bas faiis Hs ld Latte Sum CO TRE TT TRE ly BILE PAL RE i EE FETES ee SES Py ad puai ES AFE Waa SS FP RG iwa AE CHETA TE 07 Re eS STA Eo Sore PRE IN in ie STE en ed EE VISTES BOTES Ven 254 0401 i ESE Ven BG SES ENT al TE JEN ees TES Ged ES STS PEZ STS PE EZ SOT PO EA ta See A ej UT HE Fe CE ETS EMI CURIES EM OT EIRE Er TEE ECTS PEN Se ECS E EE SU E EE OP PEL IL TOTAL PATENT HIT ZT x Cies Tics Los pole Mu que Lie se ali
14. He Advanced Sort 44 Exclusion Options SEE Make final adjustments to your selected patient group Additional Selection Criteria i Exclude inactive patients W Exclude patients with Bad Address M Consolidate family groups to single listing Remove duplicate addresses addiess address2 clty state zipcode gt Remove duplicate emai Remove duplicate home telephone Remove duplicate PrimarnsurancelD Sort Order Sort By LastName f Ascending C Descending Ther By FirstName l f Ascending Descending Then By Initial Ascending Descending y Okay x Close Step 3 Select the Contact Method The last step to creating a Recall is to select how you want the data presented based on how it will be used This can be one of five methods Create Labels Create Form Letters Generate Email List Generate Phone List Export the Data 3 6 1 1 Create Labels To create labels for a Recall mailing click the Labels button The Select Format dialog will display choose either sheet laser or inkjet or DYMO printer roll You must have a DYMO printer installed for this option to be available Single or dual roll LabelWriter printers are supported 2011 Iccomplish Inc 106 ezScriptWriter User Manual Select Label Format F nn i An T Select the label format tou wish to use DYMO Roll Cancel Using the Sheet Option If you select the Sheet option you will first need to speci
15. Inc 146 ezScriptWriter User Manual 4 2 4 2 1 Your primary practice telephone number serves as an unique identifier and is part of your license registration key In order to change it for example if your area code changes or you move locations you must send a request to us to have a new registration key code generated The process may take up to 24 48 hours We will generally verify the clinic telephone number to ensure that it is registered correctly Generate Email Data STEP ONE Send us an email requesting that we update your registration code Use this button to generate the data we need to complete the request paste it into the body of your email Practice Telephone current Practice Telephone new 444 555 1212 Reason for change moved location DATABASE ID 31FCC TO51E E44DB FS048 C CFF gt Build Email Data Set New Number Once you receive the confirmation email click the Set New Number button to make the change final The software will automatically update your license for you Internet connection is required Enable New Number STEP TWO After you receive the confrimation email from us click the button below to change the telephone number WARNING Wait until you receive the confirmation email otherwise you will lock yourself out of the software Settings amp Options The Admin Settings amp Options screens allow you to set the overall properties for the software This includ
16. copy and paste it You can select highlight a whole row or column by performing one of the following actions Click dragging the mouse cursor over it or 2 Combining the Shift key with the cursor arrow keys to select multiple cells just like increasing the size of a highlighted section of text or Clicking in one cell and selecting the Select table row or Select table column command from Main menu Table or choosing the appropriate Table toolbar toolbutton Having highlighted these cells you can apply boldface italics or color changes to the text or background Adjusting Column Width and Position You can adjust the width and position of any column by dragging the internal vertical partitions left or right When your mouse cursor passes over a partition the cursor will change to a pair of vertical bars with arrows You cannot drag the horizontal partitions up or down but you can add extra spaces to the entries in a row or add a blank row or column You may need to adjust the partitions after deleting a column Navigating Within a Table Think of a table as being a block of text that happens to contain vertical and horizontal lines Use the Tab and arrow cursor keys if you don t want to keep reaching for the mouse all the time To jump from cell to cell left to right along a row and top to bottom press the Tab key To gointhe reverse direction press Shift Tab The Right arrow key follows the same direction as
17. if you have Excel installed 3 6 1 5 1 Using Click2Mail Click2Mail s www click2mail com Easy Letter Sender has simple fill in forms making it easy quick and affordable to send a letter with or without images or a picture postcard So easy you can jump right in and start your mail piece in minutes Other more advanced letter types are also available Postcards Letters amp Flyers Booklets Sure to be seen Simple and affordable Catalogs brochures r Priority Mail Plus Certified Mail Ss Reply Mail Same day mailing For an official record y For a response All you need is a few basic pieces of information 1 Return address This is the name and address to which you want the mailpiece returned if it is undeliverable O 2011 Iccomplish Inc 2 One or more recipient addresses Enter one or more names and addresses or choose Import addresses to upload a list saved as a CSV file A list template for use with Microsoft Office Excel is available here and when you choose Import addresses on the Recipient address fill in screen Using the default font and size page one of your letter holds 23 lines of text or roughly 350 words while subsequent pages hold 37 lines Using the text editor you can choose other fonts and sizes to produce different results You regulate the number of pages you create by the amount of text you include in the text box If you add more text than will fit on a page t
18. perform a backup EVERY DAY and save the compressed file on removable media CD Rom USB Flash Drive or another network drive Store a copy of your database off site either using the removable media or an online data storage site This off site copy should be replaced weekly if not daily 2011 Iccomplish Inc aa ezScriptWriter User Manual a ezHealthWare Backup ale Backup your ezHealthWare databases to compressed zip file and or CD ROM MOTE All users must be logged off fon all computers duritio the entire time that the backup is in progress Failure to do so may result in loss of datal The backup process may take from several seconds to many minutes depending on the size of the main database Please be patient until the process completes Once the ZIF tile has been built vou will have the option of burning ito a CO ROM disc only available on newer versions of Windows AP Location to save ZIF file defaults to local directory Ll Da m a A nr Bark Lo ij Progress Backup log waiting to begin backup Use the same location and ramember where you save the backup files in case you need to restore We recommend using the default name on your external drive e g EdezHW Backup i Te are FE Folder IF back UC AO Amorezsead EL TE cha szes the Start Pack ES L Disc O Xo You can do two types of backup s With attached scanned documents included Uncheck this box if you
19. the ezScriptWriter icon to begin the Setup process The Setup Wizard will appear 2011 Iccomplish Inc See the Networking Tutorial for details of how to setup your network This tutorial can be accessed by clicking the tutorial button on the setup screen sa Network Tutorial 3 1 1 Using the Setup Wizard The first time ezScriptWriter is accessed the Networking Wizard displays to guide you through configuring the program according to your custom settings even if you do not plan to install on a network you must follow these steps 1 Open ezScriptWriter The Program Splash Screen displays click Continue 2 Click Start to start the wizard The Networking Wizard window displays BE Network Wizard Welcome to ezScriptWriter Hetwork Configuration Tool This networking wizard will assist you in setting up your patient database properly Please answer the following questions to continue the setup Will you be using ezScriptWriter on a network or on a single computer O Network Single Computer NOTE ezScriptWriter is designed to work on small computer networks up to 10 computers More than that will result in performance and speed problems a Network Tutorial Vista and Win 7 Users as ln de 2x 7 a X 3 Select the First time installation option and select the Edit Admin Settings box It is recommended that you use the default installation location usually the Program Files ezHealthWare folder unless y
20. they will be separated by the arrow symbol gt to complete the action follow the sequence exactly as presented For an explanation of keyboard shortcuts and menu access keys see Making it all happen Other Conventions Used in this Manual Besides icons noting specific operating systems throughout this manual the following are used to indicate specific types of information The applicable information follows each icon in indented paragraph format as shown below a This icon is used to identify important information and tips AM specific warning information that may help you avoid a problem O 2011 Iccomplish Inc 12 ezScriptWriter User Manual 2 Overview of ezScriptWriter What is ezScriptWriter ezScriptWriter is a powerful yet easy to use software system for creating and printing medication and or ophthalmic prescriptions It includes a built in word processor report editor Rx logbook feature reminders and note documentation tool in one application which you can use to organize your patient demographics Rxs and other data Program Structure ezScriptWriter uses familiar images as the cornerstone of the user interface For example a patient chart looks similar to what you would see in the paper format Rx s and notes are presented in lists that can be double clicked to call up the appropriate report The report editor is similar to standard word processors available in Windows XP Certification Our ezScriptWr
21. Add New gt at the top of any list to add a new item Exams All Pages Shows all the items from every category Encounters If you are using the full EMR version you will see a list of pending and finalized exam encounters The first CPT assessment code will be displayed in the description field Rx s The list of generated Rx s for a patient that have been printed saved The full list of every Rx even if not printed will be shown by clicking the Logbook button Reports The list of generated reports for a patient that have been printed saved Notes If you have entered any notes on the patient they will display here Other Drawings If you are using the full EMR version you will see a list of pending and finalized exam drawings By double clicking an image you will see the Image Manager display Photos Not currently used in this version 2011 Iccomplish Inc How Do 12 53 Attachments The list of scanned or attached documents for a patient If you double click an item the document will open in native format e g pdf documents open in Adobe doc in MS Word if you have the software installed on your computer You can download the free Adobe Reader software directly from their website http get adobe com reader Sample Joe E Mame Sample Joe E y E Chart 000007 DOB 142071977 J Drawings Photos Attachments Provider Doktor mak Type Date Status Description Provider
22. Cell 1 Cell 2 Cell 3 Cells 1 and 2 combined Splitting columns To split a column of blank cells into two highlight the whole column then click the Split table cell toolbutton To Vertical Split and Combine Cells Vertical splitting relies on showing hiding the top and bottom borders of adjacent cells Let s start with a 4 cell table Cell 1 Cell 2 Cell 3 Cell 4 2011 Iccomplish Inc ezScriptWriter User Manual Figure 1 Think of each cell as having four borders like this Cell 1 Cell 2 Cell 3 Cell 4 Figure 2 To avoid grid thickening either the upper cell s floor or the lower cell s ceiling may be visible but not both Occasionally you may notice a double thickness grid wall but this will disappear when you return to the report after moving to another node or closing the file so is an artefact Cell 1 floor visible Cell 2 Cell 3 ceiling hidden Cell 4 Figure 3 Cell 1 floor hidden Cell 2 Cell 3 ceiling visible Cell 4 Figure 4 Cell 1 floor hidden Cell 2 Cell 3 ceiling hidden Cell 4 Figure 5 Note the misalignment in the floors of Cells 1 and 2 in Figure 3 compared with Figure 4 due to different show hide selections If you notice this when creating your own tables ensure that these parameters match across the whole row We have thus combined cells 1 and 3 so let s add some blank lines and rename the combination Cell 2 Cell 5 Cell 4 Vertical splitting is essentially the rever
23. Click arrows Lo navigate patients gt 14 4 1 of 61 Print All Show Merged Document 3 6 1 3 Generate Email List If you wish to generate a list of email addresses for those patients that have one entered use this utility Currently you must export the list of email addresses to be used by a third party email service E Export Patient List Options for Viewing Exporting Email List What format would you like the patient list to be generated in E Universal CSV 0 2 Microsoft Excel Give your List a descriptive file name Lor use the default suggested below Do not use backslash Y in the name File Name Email List Export 201103051434 Would vou like add an entry with your email address useful to validate mass mailings ves O No Should column headings be included in saved list O Ho More Details You can export to two formats Universal CSV Format this is the standard comma separated values Lines in the text file represent rows of a table and commas in a line separate what are fields in the tables row The first record in a csv file usually contains column names in each of the fields make sure the Should column headings be included is checked as yes Microsoft Excel Format output is in Excel 2000 format xls extension This allows easy opening by Excel or similar spreadsheet programs 3 6 1 3 1 Using Mail Chimp Mail Chimp www mailchimp com is a low cost high feature email service that c
24. Iccomplish Inc Change Password 82 Change Password User Name fidoktor Old Password Leave the nest bo fields blank if you do not wish to have a password All passwords are case sensitive New Password Confirm Password Via Admin Resetting a Forgotten User Password First you must sign in as the Admin Then click the Reset Passwords button Administrator Functions Software Account Settings amp Options O Ere 2011 Iccomplish Inc 2 ezScriptWriter User Manual i Password Reset Tool NOTE Resetting the password s sets the password equal to the username The user must then change it the next tine a logon attempt made Example for user Joe Smith reset password will be jemith Heset Option Leer lidok ton E O Y or X e NOTE When the password is reset it becomes the same as the UserName So user jsmith will have a password of jsmith which must be changed on the first login attempt Admin Password Lost Forgotten The Admin password is set when you first setup the software If you have forgotten it you can reset by clicking the Forgot Password next to the Admin login button Secure Login 2 System Admin Login User ame admin Password Use of this software means that you have read understood and agreed to the user license Click HERE to view the User Agreement Allnight reserved A Losin D Cancel Change your password by entering the current pa
25. LA II Archive 10 10 2009 12 30 AM Badoo 1030091830 np 0 1515 IZA ZIP Archive 1007009 6 34 PM Racoon 03 10800142 64838 arc ZIP Archive 1051 2006 13 14 AM bado 1103100038 2p 29 513 5 Ware ZIP Archive 1124 2010 1233 AM Sears 104103115 np ES SATRS ZArc IP Archies 1149 2010 9 17 PM fe Pad 1051001 12 19 573 42 Parc ZIP archive 11 5 2010 9 13 PM bado 1109102119 5p 19 56 5 LAS ZP chivo H3 S710 10 30 PM e Gada 1111009254 2p 39 M6 FE Hirc 2 Archive 11112010 10 25 AM lado 1115091952 0p 649115 Are IP Archive 1116 2009 8 52 PM Sedo 59 15 5 Ar ZIP Arche 11 17 2010 11 95 AM Bar 64 935 68 LA ZIP Archive 11 18 2009 9 49 PM la This is the most recent file since the date stamp is 1116091947 for Nov 16 2009 19 47pm Typically the database file MOST LIKELY TO CRASH is the ezDB dez file So you should FIRST copy just that file over from your backup copy and see if the software starts successfully If you know the exact order you entered patients since the last backup you can re enter them in the same order so the exact same Chart is assigned This way your ezReports dez database can still be in sync If you do not know the exact order then you should copy the following THREE files to your primary ezHW_Data folder ezDB dez ezReports dez and ezlmages dez The computer will ask if you wish to overwrite and you should respond yes The ezToolData and events dez files are not likely to crash and should only be 2011 Iccompl
26. Next The Primary User Setup window displays 2011 Iccomplish Inc How Do 12 23 HA User Setup Utility First Time User s Setup This form vall let you setup your first few users tis advisable to set yourself up as the first user You may add an unlimited number of users in the Admin section You must enter a minimum of ONE user at this time Enter the name of the users below First Name Ml Last Name Usert Ioe A Smith User 2 Users A User User 5 i MOTE The first time you sign on to a new user account the Password will be set equal to the Username first inital last name Security level will default to S ifleft blank Level Lis the lowestlevel and 10 has the highest privileges Code Sets Diagnosis and Procedures f CD 9 e ETT 111 i Mare IED 10 CODES COMING SOON 4 International Settings Formatting Mask Formatting Preview General date format mm dd puyy Telephone formatting 999 999 9999 Postal Code format 99999 9999 Measurements C Metne Mon Metric Enter your primary user information in the spaces provided The system will automatically generate a username for you when once you enter your name You can accept the username or create your own your username must consist of at least five characters If you have two users with the same last name and first initials you will have to create a custom UserName for at least one of them since t
27. Ouen bee Targa Taming i x a _ tion pee de par l urasecs Testing a x Po ore dm repors 3 6 1 4 Generate Phone List Phone lists can be either previewed as a list on the screen or exported as a file for upload to an automated phone blaster service such as Dial My Calls Select Phone List Preview List The preview list can be used as a call list It displays the patient s name nickname home and day phone numbers and the insurance plan if any Export List The export feature allows exporting of the list of names phone numbers in either CSV or MS Excel format 2011 Iccomplish Inc 114 ezScriptWriter User Manual E Export Patient List What format would you like the patient list to be generated in E Universal CSV 35 Microsoft Excel Give your List a descriptive file name or use the default suggested below Do not use backslash in the name File Marne Would you like add an entry for your phone number useful to validate call blasts Yes No Should column headings be included in saved list ves O No 3 6 1 4 1 Using Dial My Calls DialMyCalls www dialmycalls com lets you send woice or text messages to an entire phone list in seconds No hardware or equipment to buy you simply record and send your message out to 2 or 200 000 phone numbers within minutes you record lt we send It Setting Up A Call Using the Setup A Call tab in the control panel you can setu
28. Patient Click to Select Patient fT Export by Last Exam Date Start Date 3 5 2010 End Date 32872001 Esport Progress e Advanced Details E nen x Cancel 2 Export reports Rx s to PDF or MS Word text editable This can be useful for printing all the documents in a patient s chart except for the Encounter itself which are printed from within the encounter 2011 Iccomplish Inc How Do 1 123 Hf Export Report Options Alca Report Export Options Allows esportinag of Reports As to Microsoft Word format Name of Folder to Esport Documents L Documents and Settings D 841 My Documents Additional Selection Ciena S Export reports fora Selected Patient CT Export reports by PatientiD Range Stating PatientiD P Ending Patient 539399 Select Fornatto Export Reports f PDF Adobe Portable Document ATF ichtest MS Word Editable CASE Export Progress 3 8 Program Settings The Program Settings button allows for customization of ezScriptWriter BilingModule Appt Scheduler ET Recall Wizard 2 Import Export ap Special Functions General Settings 2011 Iccomplish Inc 14 ezScriptWriter User Manual General Settings Date Format to display in Encounters mmidd vyyy X Date Preview 03 05 2011 Date Format to display on Reports mdd vyyy Date Preview 03 05 2011 MW Auto select provider for reports Rx s as currently lo
29. Writer gives you full control over table and cell colors With the table properties screens you can set the global table color or individual cell colors as well as the table border color and border width Table Hints and Tips To Insert Images into Tables Tables are a good way to store images which can be inserted using the Main menu Insert Image at Caret Position command Just like web pages which owe their neatness to tables with hidden borders you can hide the table borders once you have finished inserting images If you wish to display the table frame also referred to as a grid you can space the image away from the cell wall by adding a blank line above press Enter or by adding spaces Create a Note You can use the Note Writer to create simple chart notes on a patient This can be useful for recording telephone messages or brief in office encounters that don t warrant a full Exam Encounter 2011 Iccomplish Inc Note Writer LA les Note Writer Note for Sample Joe E mie De femsa rm EN Quick _CLAx Heg Eye Problem No Show SOAP Templates alli Cl l sue Customize Text ot Mote 3 3 4 5 Attach Scan a Document There are two ways to get documents into the software Direct Scan Method and Attach File Method Both methods create a new folder item in your database folder containing a copy of the document If you Attach a document the original document stays in the present location and an exact duplicat
30. an authorized retailer to convert an Evaluation Version to a Full License Version in each case the Purchase Date Implied warranties on the Software Product to the extent required by applicable law are limited to ninety 90 days from the Purchase Date Some states do not allow limitations on how long an implied warranty lasts so the above limitation may not apply to you To the maximum extent permitted by applicable law ezScriptWriter Software and its suppliers disclaim all other warranties and conditions with regard to or arising out of the Software Product either express or implied including but not limited to implied warranties of merchantability fitness for a particular purpose non infringement and or accuracy of information The Limited Warranty is void if failure of the Software Product has resulted from accident abuse 2011 Iccomplish Inc 168 ezScriptWriter User Manual misapplication use of the Software Product other than as described in the documentation issued by ezScriptWriter Software use of the Software Product in combination with other Software Products that are not described as compatible in the documentation issued by ezScriptWriter Software or your breach of the terms of this EULA This warranty gives you specific legal rights and you may also have other rights which vary from State to State No individual except a duly authorized officer of ezScriptWriter Software and no reseller or retailer has any author
31. bo inet Piling informaban Stel At lew 1 Repeat Each Labet T Humber al Labels 51 To begin select a Label Template tom the meno o copy the desned pelde hom the Huber ol Pages 3 nghi side onto the domongl ation label 55 View Templatos 8 Bi Jii Y Print HE Core Add Fields To add fields you double click on the Field Selection list on the right side then position them in the proper location on the label template Use the Edit gt Font menu at the top to set the label font Create Template To create your own custom template create the label layout you desire Then select Templates gt Save from the menu at the top Choose a unique name that describes the label layout you created typically you would want to use the Avery label number to keep things simple 2011 Iccomplish Inc 108 ezScriptWriter User Manual Save Label Template Please enter a descriptive name for your Label Template NOTE Saved Label Templates also include fort infomation Save Cancel Using the DYMO LabelWriter Option The DYMO label printer makes printing labels very easy Select the printer from the list or the closest match Be sure to do a test print to verify the positioning of your address fields Then choose the correct roll on dual systems to begin the print job AA DYMO Labels DYMO Label Print Address Fields FirstName Last ame Bar Code Location Mddress Address2 Nor
32. by improving access to the database INSTRUCTIONS Close all ezHealthy are software including ezlharty nter eellainni iter and ezocrpty titer on all computers and run this utility the same folder that the main database resides Compact Database Mol Software Mantenance Use these menu items to look for software updates or send bug reports Lofhuare Maintenance EE Reporta Bug 4 Check Updates 2011 Iccomplish Inc Report Bugs Check for Updates 3 5 2 1 Report Bugs If you encounter a persistent error or glitch programmers call them bugs you can upload or fax a report to us so that the issue may be resolved Simply follow the on screen instructions to generate the bug report ezHealthWare Report a Bug Wizard Product information Page 1 of 4 To help us diagnose this error and improve our software please answer the following few questions Provide as much details as possible Product name jChartModule Product version 41 1 System information Operating System Windows Person 5 172600 Service Pack 3 5 1 Build 2600 CPH Intel Fentium 32 bit Total Physical Memory 2 095 460K Avallable Physical Menon 109 052 Sorc Bug reports are reviewed periodically to look for patterns and complete software crashes If you have specific concerns you would like addressed please submit the Bug Report with the error information and send an email to Tech Support with your concern Bug Reports w
33. copy an image from one report to another or even from a compatible document such as a Microsoft Word document via the Windows Clipboard simply by pressing Ctrl C Ctrl X or Ctri V to Cut Copy or Paste the image respectively Moving Positioning and Resizing Images Images can be moved and repositioned by dragging them inserting spaces tabs or text between them and the left margin by indenting the left margin or by enclosing the image in a table cell 2011 Iccomplish Inc e ezScriptWriter User Manual Resizing can be done by dragging the handles but it is better to do this only to get a rough idea of their ideal size then use an image editing program to resize them accurately while maintaining their proportion and re import them 3 3 4 3 1 2 Using Tables Overview Using the Tables toolbar you can create and edit tables You can also combine and split cells color cells color the table set the table border width and color delete and insert table rows and columns This feature helps you create anything from simple reports to complex forms Working with Tables To Create a Table in Report Writer Click Main menu Table Insert table A dialog box will appear allowing you to choose the number of columns the number of rows This table has 3 rows 2 columns center alignment and a border Row 1 Col 1 Row1 Col 2 Row 2 Col 1 Row2 Col 2 Row 2 Col 1 Row3 Col 2 The best way to learn about tables is to create ta
34. dont want to backup scanned documents Leaving this box checked may adda signiicant amount of time to the backup If you leave the Include Documents Folder checked the software will compare the existing backup document folder with the current and copy any new documents over If this is the first time you are backing the documents folder up or if the location does not have an existing copy to compare against the process may take much longer than the usual backup Without documents By leaving the checkbox unselected you can do a backup of just the main databases WARNING NEVER Save your backup folder to the same directory as the actual database files e g 2011 Iccomplish Inc never use C ezHW_Data ezHW_Backup as a backup location You can use C lezHW Backup on the same drive however if you have a hard drive crash you will lose both your original database and the backup s Instead backup to an external drive or removable media Burn CD Disc If your computer includes a CD recorder you can copy files to a writeable disc This process is called burning a disc Use the Burn CD Disc button to create a CD ROM with your database files This utility copies the files to the Windows temporary CD folder You must complete the process by using the Windows CD Writing Wizard The CD Writing Wizard opens and prompts you for a label for the CD it is pre filled with the current Backup Date You can enter up to 16 charac
35. meh highly encourage you to submit reports regularly If you really like a current fe i that CE 0 an a e ag Other Utilities ezForceClose Located in the Program Files x86 ezHealthWare ezUtilities folder the ezForceClose program will close all ghost copies of the software running on this computer File Edit View Favorites Tools Help Qa O Ostras Basi Size Type 72K5 Application 208 KB Application 2i6 K5 Application 63 KE Application 360 KB Application Other Places y a HealiiWare Note that if you have open work in ezScriptWriter you should save it first 2011 Iccomplish Inc 14 ezScriptWriter User Manual Ex ezForce lose Force All Copies of ezHealthWare to Close WARMING This utility closes all running copies of ezHealthy are software on THIS computer This may be required after a sofware crash that leaves a ghost hidden copy of the software running and connected to the database Use this utility if directed by TechSupport or if you are unable to start any of the ezHealthware module after a crash Force Close Software ezPathutil This utility allows the setting or clearing of folder paths for the various databases that ezHealthW are software uses These databases are required for program operation so any changes made here may cause the program to become inoperable on startup File Edit View Favorites Tools Help Ox E e jp Search Foiders i31 gt
36. of the time Record vital signs height weight blood pressure body mass index and growth charts for children at least 50 of the time Maintain up to date problem lists at least 80 of the time Maintain active medication lists at least 80 of the time Maintain active medication allergy lists at least 80 of the time Record smoking status for patients older than 13 years of age at least 50 of the time 7 Provide patients with a clinical summary for each office visit within 3 business days at least 50 of the time 8 On request provide patients with an electronic copy of their health information including test results problem lists meds lists allergies within 3 business days N O O1 amp 2011 Iccomplish Inc Overview of ezScriptWriter at least 50 of the time 9 Generate electronic prescriptions at least 40 of the time 10 Use Computerized Physician Order Entry CPOE for medication orders at least 30 of the time note CPOE for lab ordering imaging ordering and referrals are not addressed here only medications 11 Implement drug drug and drug allergy interaction checks at least 40 of the time 12 Be able to exchange key clinical information among providers by performing at least one test of the EMR s ability to do this 13 Implement one clinical decision support rule and ability to track compliance with the rule this is reduced from the previous 5 rules to the final 1 rule 14 Implement syste
37. on en saine dre st nes en ttes cd 75 PRK OG DOO Kan A Roc 17 A Patent Reminder untar dia 78 Create Send a New Reminder c csssseeecccesssseeesececcsssneeseeesceesseeeeeesoecsnseeeeesoocssseeseesoocassneseesoacenseessesoagansaesens 79 Receivmg a REMINACT israel a PRES IR das 80 2011 Iccomplish Inc Contents 5 Managing RE MINAS ian a O ie 81 AAN AA A Reine 81 9 SDE Clal FUNCIONS sico recio citons 82 Database Maintenant ainia A A A EA aa 83 BACKUP Databas Cernir A TS 83 CompactDalaDaS Oui aiaa rie e dd di i 86 DOLEW are Mantenance nn ed 86 A dnattegaateecorgesasaaiicenceoesbeaney E EE EEEE 87 Gp doo E AAA EN uae cil Sane cee reev Lasers aetewenlt 2 87 Data Manage Ment nic E Ad AR ne eines 88 CUE O ad 88 ENCrypUCOMPTESS REDOMS encia heer tnar ree dina 90 NLISCEMANCOUS Funcions aunar dar 90 Report Designe pas a a Eea A A cds 90 AValable RISldS si E A A A a N G 97 Rolex llista rca rindas opa EA 101 GO RecalWIZard ostias 102 Creating a Re Call LIS avi ete A A A a 102 Cr di abel A O 105 Create Formi EAS del A Matt beatae babes OL 109 Generate Emall ista a la do a do 110 using MILENIO aprilia ee 110 Generale FAO LS e de E O els edna es 113 Using Daly cals ri o ta no Uae o le oe 114 EXPO bald de o a Se o Bd 117 Se e AAA Lin de MeN one chee el Ee 118 7 Imborting EXportihg Patient DA ne ne at 119 Mpo dio DAS cd D aoe ee eee a eee ane P ere 120 Sporing aU elects A AS 121 9 Program SO MI
38. section It is NOT for clinical notes it is not printed as part of the chart The Time Date Stamp will automatically add a separator after you enter the note with current date time information Add Time D te St DJ sla elo Biz ula Belinda the patient s careperson indicated thatJoe will require wheelchawr access in the future de The above was entered on 01 06 2010 05 14 pm by user Pediga David Patient called about account balance did not feel he should have to pay a copay since he has twoinsut Told him that his copay is not covered by the secondary The above was entered on 01 27 2011 07 48 am bruser Pediga David Lower Button Bar a Customize 3 pin E Encounterz Ol Save YE Cancel Customize Button allows customization of lists dropboxes e g city state postal codes 2011 Iccomplish Inc Print Button prints either a Demographic Summary page or address label on DYMO printer only Select Print Format Fm r i L Ey Select how you susto print Patent data Summary Cy Mil Label Encounters Button switches to Encounters view Save Button used after any changes are made to the demographic record Also used to pull a chart when displayed in the Patient List into the Open Charts screen Balance Notice if the patient has a balance due in ezClaimBiller a red notification bar will display 3 3 3 5 Subscriber Info In order to bill a patient s insuranc
39. sie i 1399999 9 9 d LES Aa E SS ue TEME He ie FA E Bates OL DAAA A 0 0 0 D 0 di dl z SAA 4 LR CRE TELE ceRERERREE 3 3 3 4 Patient Demographics Screen The Patient Demographics screen is the primary location of all patient contact information as well as insurance and billing details The Demographic screen has four primary tabs and a lower button bar Basic Demographics sa Demographics TNT Last Name required apostrophe s are allowed minimum 1 character First Name required Middle Initial optional can enter multiple characters NOTE You can enter the name in all lowercase for speed it will be converted automatically Title the patient s salutation Suffix generational suffixes such as Jr Sr Ill Date of Birth DOB highly recommended Can enter just 2 digit year but day month require 2 digits Address block you can customize the city state zip list under Settings in the Main Module 2011 Iccomplish Inc 4 ezScriptWriter User Manual NOTE If you have entered the Guarantor Subscriber for this patient already you can use the blue arrow to pull the Guarantor s data forward Home Phone primary telephone at home Note that there is no cellphone field use the Custom Fields Day Phone typically the work phone number can be used for cellphone also Email patient s email will automatically check for correct formatting Employer w
40. that patient Patient Status Icons Female Patient red Male Patient blue LE Gender not specified i sticky Note present click the patient name once to read or edit Right Click Menu Options View Encounters Opens the Encounter List Edit Demographics Opens the Patient Demographics Modify Name Allows a patient name to be changed Attach Document Allows you to attach a document or scan one directly to the chart Message Manager Add a Sticky Note or Billing Note Close amp Refile Chart Closes the chart will disappear from Open Ledgers list 3 3 1 Main Menu 2011 Iccomplish Inc 32 ezScriptWriter User Manual Create New Chart do Open a Chart Q Patent Reminders A Billing Module fey Appt Scheduler Nel Recall Wizard sl Instrument Lint ap Special Functons 4 Program Settings R Free eFrescibing gt impor Esport How do 1 Create a new patient chart Open an existing chart Search for a patient View patient reminders Use the Recall Wizard Use the Special Functions Customize program settings Find out about ePrescribing Import or export data 3 3 2 QuickFind Tool Using the Q Link Tool you may enter some or all of a patient s name to quickly pull up their chart You may use just a Single letter of either the first or last name or as many as you wish The more letters you enter the more unique your search results You may also us the wildcard characte
41. the C ezHW_ Data folder called Embedded Images and then add your images to that folder for instance signature stamps or practice logo To insert the image click the menu item Insert gt Image gt Move with Text in the Report Designer Format Table Window Help qa ZER Headers Foomotes E Far Mave with texte Fixed location Image b Object gt Page Break When the Insert Image dialog shows navigate to your network database folder Click on the image you wish to embed and click open When you save the document a link to this path to the image is saved When you create a report this same path is maintained O 2011 Iccomplish Inc insert Image ok ih Ej ezHW_Data e e Ea Claims Documents Embedded Images My Network File name Po E Ales of type Windows B Bitmap BMP For more information on editing text and adding tables see the Report Writer section of this manual 3 5 4 1 1 Available Fields This is a list of all Codes that can be inserted into Reports Handouts Rx s Use the Report Designer to insert codes some may not be in the dropdown menu but you can manually enter them into the report Insert Field DESCRIPTION _ _ Cg CODE Cal Date Today s date Toda Date Date Today s date 1 pear Today Dates Today Date Last Exam Last E tained Request Dal l FirstLastN amy Patient Name Full Last First Las
42. trs ieee Sead Lad 3 Hita tore 5 El se sr E Ms as E Fous Mio e rh A A thee Prod Para Lar Pu 4 i ee Mia util Dres LT Pu 1 naa ad e LE FWI a Past fe Ar Pu 1 WEE Serra dl r aE e Each report ks avallable in CSW l base for tot 7 T iit t F Uja te to your home or office PC H Lia AA Suet pa a ALS 227 Pu 1 vice Wee Ales tbat o Mile fice a Hs debe MiS TEN La A Serre wil SH A Se Ce me sn 3 6 1 5 Export Data The Export Data function is a generic method to get your recall data out of the software into a standard file format either universal CSV or MS Excel Typically this method is used to create mailing lists that you send to third parties such as Click2Mail an approved USPS partner 2011 Iccomplish Inc 118 ezScriptWriter User Manual E Export Patient List Save and or Export Recall List What format would vou like the patient list to be generated in ay Universal CSV Microsoft Excel Give your List a descriptive file name tor use the default suggested below Do not use backslash Y in the name File Name Would you like add an entry with your office address useful to validate third party mallings MJ Gvx Ono Should column headings be included in saved list es O No Click Mail no Dei IE save D close To open the file in Microsoft Excel double click the file in the folder you saved it in and it will display
43. 0 days during which time the program is fully functional Beyond this limit you need to register the software You should keep the following in mind when evaluating ezScriptWriter e The installation of a fresh version of ezScriptWriter over a previously installed evaluation version does not prolong the original 30 day evaluation period e Each location clinic that uses ezScriptWriter will have its own uniquely assigned serial ID number and account number Your account number is your practice telephone number When you register the software you will be asked to prowde your practice telephone 2011 Iccomplish Inc 14 ezScriptWriter User Manual number please provide a valid and accurate number If your telephone number should change in the future you will need to re register your software If you have two or more locations each will require a separate registration number 2 2 Register Activate software To register ezScriptWriter you simply need to download the activation codes automatically once the software is properly licensed Registration Options J would like to evaluate the software before purchasing Already purchased a software icense No Le Yes Activate Now viednternet Import License File ww ezchartwriter com ezScriptWriter will run unregistered for up to 30 days When unregistered the software runs without limitations of any kind what you see is what you will get When you run an unregis
44. 001 en am JAK Medicaid ACS 032682009 Pedigo David mit Marlene 0O00 64 Sy Premera Bluecrosz Pedigo David FST Eb Marilyn 000538 cs Premera Bluecross AL 2008 Pedigo Davi 7 IA y a gt See AE ie da x to 2 margaret i Typing Would find the following l E Encounters CAYETCYOYETFIGTHYIVITETLTM NTOYP IG YA STTYU AY YY Found Last Name First Name M Pat En DOB Insurance Last Exam Physician Mame a Erre O Merger Codes Genel 206 2008 Pedigo David J Londa Margaret M OOOBOY heres Cigna Healthcare 1205 2008 Pedigo David 4 Saccheus Margaret L 000043 seh First Health Services 0818 2008 Pedigo David J Smith Margaret 007001 eh hie AK Medicaid Acs 03 26 2009 Pedigo David J A ga SA NT e e vine T e oo iiis 7 is i 2011 Iccomplish Inc ezScriptWriter User Manual 3 3 3 Patient Charts FJ Create Hew Chart i Opera Chart aft D Search tor Patent O Patient Reminders How do create a new patient chart How do find and open an existing patient chart 3 3 3 1 Create a New Patient Chart 1 Click the New Patient button F Create Mew Chart Len Open Chart P sel Paien Q Patient Reminders 2 Enter the patient demographics Note that only the first name last name and date of birth are required to create the chart Last Name i EREI L ee Fist Name Bog Initia of Bith 0101 2000 aoe 1 2011 Iccomplish I
45. 11 britaneesabnpetin cont F i CI datetime reg BCE CARPE dionmeen banimeliessen Modify or delete your contacts t ani i ASI with the click of a mouse Alsa F1 Jona Cher m1 you can add or remove contacts E Jon bhim fy ti Se Tae Tonada com fruit VOULU call groups easily EJ Datta Crau 5181540 are l FJ Sum Coman Fi itis FJ Ssh J b ii 1452 1713 14 F TO gaeut Add Queries ba Group Dell Seinen megari per Page 50 Manage Your Recordings Recordings are messages or greetings that you create that are played for your call recipients You can add modify or delete all your recordings at any time There are 3 different options for creating recordings e Record Over Your Phone Put in a phone number and our automated system will call you and let you 2011 Iccomplish Inc 116 ezScriptWriter User Manual record your message right over the phone You can preview and re record until you re satisfied with your greeting This is by far our most popular method e Upload A MP3 or WAV File This method is usually the choice of larger companies or people that have professionally recorded messages Using the web interface you can upload any MP3 or WAV audio file and use it for the message to be played to your call recipients e Use the Text to Speech Tool The Text to Speech engine is a voice synthesis tool that will allow you to type a message and have it converted to a digitized male or female voice This is a great soluti
46. 2 Cell 4 Fig 5 Show left border and Show right border disabled in all cells Cell 1 Cell 2 Cell 3 Cell 4 Fig 6 Show top border enabled in lower cells and Show bottom border enabled in upper cells Cell 1 Cell 2 Cell 3 Cell 4 O O 3 T gt Q er gt OD ep O O e o v D YN 5 se er S O e O O lt O gt 3 Dd D 9 P9 Dd O O 5 5 O D P o lt o D Fig 7 Show top border disabled in lower cells and Show bottom border disabled in upper cells Cell 1 Cell 2 Cell 3 Cell 4 2011 Iccomplish Inc ezScriptWriter User Manual 3 3 4 4 Fig 8 Show right border enabled in Cell 1 and Show left border enabled in Cell 2 Show right border disabled in Cell 1 and Show left border enabled in Cell 4 Cell 1 Cell 2 Cell 3 Cell 4 Cells 3 and 4 display the standard configuration as seen in Fig 1 You would expect that adding Cell 1 s right border would cause a thicker partition but its only effect is to stagger the existing one towards Cell 1 The only remedy is to disable Cell 1 s right border If you highlight a block of text and accidentally click any of the Show border toolbuttons your paragraph will display a horizontal or vertical line along one of its borders like part of a table Doing this deliberately is not recommended as such stray table cell wall lines may cause interference with text and prove difficult to remove Table and Cell Color Report
47. 5S PM 39084 scchatwiter Open Damogaphics Sample Jos Pedigo David J 15 2011 123023 PM 39082 erChatwiter pen Demographics Sample los Pedigo Ciarvrd 4 316201 122843 PM 39082 eeChatwihor Logn Lise wa Fedono Cied J 262011 122854 PM 33081 erChafweiei Stari Apolicabarn ria m 1562011 1228 30 PM 339080 esChertwite Open Demogiaphic Sample Jos Pedgo David d 25201 1214 05 PM 39073 Chama Logm Less nia Pedgo David J 26 2011 121357 PM 39078 ezCharWiter Steel Apolicabor nta na 116 2011 121354 FM 39077 calhat Logn Llsgr na Ciokchor imak 25 20 4 21 25 FM 3907 eaChatwihe Login User n Pesge David J 52m 436 17 PM 39075 Chatte Stal Application ri 2 2011 33615 PM 19074 eChatwiier Login Usas na Doktor Ima K 35 2011 08 20 PM 39073 ezChatwiter Login Lose nta Pedgo David d 452011 3 06 04 PM IA ane de Lord RE TP 45 System Info Use the Sysinfo button in Admin or at the bottom of the menu Help gt About ezScriptWriter to get a detailed look at the computer and software This may be requested by Tech Support if you are having troubles The report can be printed faxed or uploaded directly to our server Please email when you upload a report so that we can review it promptly 2011 Iccomplish Inc 156 ezScriptWriter User Manual A System Information System Application Diagnostic Information Frequested by Tech Support please upload for print Tax this form so that we may
48. Editor ActionDate 3 2 2011 Click to Select Patient Patient IB f e Urgency Normal E Mark s contiderntal will require password to oper SetFont B i np Bajo 3 4 2 Receiving a Reminder When a Reminder is received there are four options that the user can take Mark as Completed Once you have completed the action required by the Reminder you can mark it as completed by clicking the appropriate button Assign to Another User To have another user take over the responsibility of the Reminder use the Assign to Another User button The Reminder will show up in their inbox Reset Due Date If you need further time to finish the Reminder simply reset the due date using the Reset Due Date button O 2011 Iccomplish Inc Discard If you wish to delete this Reminder for example it is no longer relevant Mark as Completed Assign to Another User pI Reset Due Date 3 4 3 Managing Reminders The Reminders can be located in four areas Inbox Holds pending Reminders that have not been acted upon Completed Archived Contains a list of your completed Reminders those marked as completed by the user Outbox Pending Those reminders that have not triggered yet pending will be listed here only those of the user who created them Deleted Items Any items that were deleted previously 4 Message Manager eReminder e Inbox CA Completed amp Archived cy Dutbo
49. Editor Opten amp Settings A AAA To edit an existing report click on the name and then click the Edit button or alternatively just double O 2011 Iccomplish Inc click the report name To create a new report click the New button and a dialog will appear to guide you through creating a new report E Report Template Editor Tipe Choose the Repor to Edit Sort by Name C Report Description Consultation Request Form REFERRAL Contact Lens FAL HANDFAT Contact Lens Follow Up Agreement CLFORM Contact Lens Order Form Contact Rx Tyr Ese Contact Ax ur without FU Contact Ax 2 year Contact As 24r Espl Grid Formal Contact Re 2 ur AGP i mi Em ri i L Remove J0 Rename Ranma Step A Select an appropriate category for the report If the report does not easily fit one of the pre defined categories use the Misc Reports category Step B Give the report a unique and descriptive name for example Letter to Patient Importance of Diabetic Control You may also indicate whether this report will be based on a prior report format or blank report Even if you choose a blank report you can easily copy and paste data from your favorite word processing program 2011 Iccomplish Inc 92 ezScriptWriter User Manual E Create A New Report Wizard Select Report Category eg Ax HE Farms HEG Correspondence HE Exam Reports HE Handouts Info Sheets HEG Misc Reports Give the new report a de
50. Font eu coi Clicking Continue will display the actual Rx as it will appear Once you print the Rx click Close and you will be prompted to save a copy as an editable Report If you do the Rx will show up in the Encounter List 2011 Iccomplish Inc David J Pedigo OD Pedigo Clintc 2323 Main st Everett WA 86333 a TEL 42577129600 Dr Smith Joe PATIENT Sample Joe E DOR 12201977 GENDER M CHART 00060 ADDR 123 South Street Apt Seattle WA 88001 i Home Phone 425 555 8866 4 Rx A TIMOLOL MALEATE Timolol Maleate EQ 0 25 BASE solution drops ophthalmic Refills NONE O SIG INSTILL 1 DROP INTO AFFECTED EYEIS ONCE DAILY AS DIRECTED Prescription is valid until 02 15 7012 Print y 0211512011 ld 134 gt perl a es 3 3 4 3 Create a Report DISPENSE AS WRITTEN SUBSTITUTION PERMITTED 3 Use the Report Builder wizard to create new reports and letters Rx s can also be built this way which allows for more customization however you are limited to one Rx per page this way 2011 Iccomplish Inc 6 ezScriptWriter User Manual E Report Builder Spectacle Fix Pantset Lei Fix mA Er Medication Fis Eaa nee Handouts Info Sheets 3 3 4 3 1 Using the Report Writer Overview Spec Rx P Tant SRy 2 pear expiration Grid Formal SAx with Superbill 2 year expiration SAs 2 year expiration Pad Size This section of the manual explains how to u
51. Insurance List The Insurance List allows for custom entry of any insurance plan you accept The information you enter will appear on the claim exactly as you enter it 2011 Iccomplish Inc j La i tat dame Adrinitrator ez Company N Parent abore A ea Dregon Adetees Adult Learning Programme of AE Ine danica Eve Care City Advanta Freedom aires Shale Setra Deco Asina S Heslhare Telephone Setra Meroni e AK Medicaid ACS Fax Mumbai Alaska Laborers 445 Fund Emes ienfiEf Group Payer 3D APA Hadith Pep Inswanc Noles BAM Lid Northwest AVWA Grou Heath and Lie Innssnes T Lente Heli Benesaghl Plus Cote of Withington E Alasiii Bono SolechonsHeagence Boera Traditional Carpenter Trust CBSA Peifoemisa Ceineni Marora b Plartipess Tool Cigna Cigna Healer COD 3 9 PreTesting Module IN DEVELOPMENT The PreTesting module is in development It will allow for entering of basic pretest information e g visual acuities lensometry readings before an actual encounter is opened created 3 10 Software Versions During the Trial period you may download and try any of the various version of ezHealthWare software Once you have licensed the software the database will only be associated with the software you have purchased 2011 Iccomplish Inc 130 ezScriptWriter User Manual Y ezFrontDesk E ezScriptWriter 2 Scan YourCharts An SIMPLE ALTERNATIVE Po DHA ezChartWriter How the differe
52. K TO SELECT SIM Cee festa Cie From Corse Frequency Prove oc atar isr retar D Cernay MES o NEEL EDRF INTO AFFECTED ETE at 5 sel hee eee METIER THEW OF SAULT TADLET DARY MEET DESTE Enter your Sig by using the list choices or use your Favorite Sig Verify the data in the Preview Box and then click Continue to add to the Multiple Rx list Spectacle Rx Enter ophthalmic prescriptions by using the slider bars on the Spectacle Rx tool Ha Wiz ro Spectacle Ar Les hs shir ber on ihe fool below to oeste the spectacle Aa metes plus cu mear cree You map abo click the pone button m mae me suert nghi tell ot cert Spectacle Rx Tool OD H Os ee Favoriler i aho oh allow tirne for adaptibon plano h plan ph iE T PERLET euat os Sd SS m FT AR coating Cri ________ 2 Basie Coatings F ant scrateb Camp Sf AR coating sa aw E siete Oe ff ca 39 plaste Fiat Contact Lens Rx Enter a contact lens prescriptions by clicking the Brand from the right side dropdown lists then using the slider bars to enter the correct diopter power 2011 Iccomplish Inc He Wirang Cantaci Lens Re Use the tide baz onthe col below bo croata lhe contact bent Ale for either pres or marica Yeu may ateo chel the pose button do make fine adunimente ing EA or cece Contact Rx Tool meet O0 j 05 ik OD gt OS Bart Mission Acuvun Disa CI Vita
53. Level can be set quickly using the Quick Security Settings slider from O the lowest to 10 the highest Level 10 should be reserved for yourself the Admin Click the Use Custom button to modify individual settings O 2011 Iccomplish Inc Admin Functions 149 Security Settings a E Quick Security Setting Current Custom D User Security Settings pac simi 1 Main Menu Options Clinical Reports amp Encounters RE Allow user to open Pulled Charts list M Allow viewing of finalized encounters M Allow user to open eReminders M Allow editing signing of pending encounters Allow user to open Special Functions M Allow viewing of R s M Allow user to open Program Settings Allow editing signing of Rx s Allow user to open Billing Claims Module Allow viewing of Reports M Allow user to open Appointment Scheduler Allow editing signing of Reports fe Allow user to open Recall Manager Allow user to view Clinical Notes Allow user to open Data Exchange Module Allow editing signing of Clinical Notes Patient Cemographic Editing Special Features M Allow user to open New cabinet drawer Allow user to open the Report Designer M Allow user to open Open cabinet drawer Allow user to download software updates Allow user to Delete Merge Patients Allow user to modify patient name a QIX Selact Deselect ALL Cave XH close Active Status Users who are no longer with your practice should be marked Inactive rather than being deleted
54. N GS iras reduces a a risa viewedbinet canton end 123 9 Pre Testing INO CUING iii A cad 129 10 SOMWATE Verso NS cone ooo ELA EE 129 11 MISC FUNCIONA Sai 130 12 CPRESCIING aaea a a E a a 135 Part IV Admin Functions 141 SOMWare ACCOUN cnan ee ced aaa aes ne 141 PUFCRASE SOFTWARE ES SES ae ea tae ae een a anorectic eerste 142 REGIS ten LICGNS e SOTW are araia a aaa tA ae iaae ent A ee E aE nee shen M 143 VIEW LICONSA cata 145 Change Account NUM DEP airas eaa A tds 145 2 SEUINOS A OPploOnS o 146 Clinic Details Screen o idol 146 User DetallS ir a a aaaiiaA Ren e 147 Comprehensive Security Settings ica 150 international SEttINg S iu aid 151 Locate Database ile iio leads 152 3 Reset PassWord Sii ido dense 153 A AUA ali nee wie mw ease ea men nds 154 2011 Iccomplish Inc 6 ezScriptWriter User Manual S SV SUG IG IO cess sce eens A 155 Part V Troubleshooting Problems 158 166 Part VI Software License Agreement 2011 Iccomplish Inc 8 ezScriptWriter User Manual 1 How to Use this Manual Navigating this Manual This User s Guide is provided in both printed and electronic form searchable with most commonly available document viewing programs If you cannot locate an index topic you need please do a text string search for the relevant word or phrase or related words The screenshots shown throughout this guide have been taken with a relatively small window size The default display is a window t
55. New First Name Joe T Reason for name change Misspelled coe Modification History A oka XE Cancel You can also view the history of name changes by clicking the Modification History button Name Modification History Prior MNamelNew NamellChange Datel Change Reason U ter Joe Samples loe Sample 06 142009 Mispelled Joey 5 armple Joe Sample06 14 2009 Misepelled Joe Sample Joe Tomtest 11 17 2009 Misspelled Pedigo David Joe Tomtest Jos Sample 117 1772009 Misspelled Pedigo David J Joe SampleJoe TES Terrr11 417 2009 Misspelled Pedigo David J Joe TES TennJoe Sample 11 17 2009 Misspelled Pediga David Joe Sample Joe Sampler11 19 2009 Misspelled Pediga David J oe Sampler Joe Sample 72 16 2009 Misspelled Pedigo David J 2011 Iccomplish Inc 50 ezScriptWriter User Manual 3 3 3 9 Sticky Note You can add short Sticky Notes to a Open Ledger by right clicking and selecting the Message Manager option View Feeslips amp Claims Edit Demographics Modify Name Close amp Refile Charlas Cancel TER Temporary note attached to the patients pulled chart Works just like a real sticky note and is viewable by all Non clinical notes viewable in the patient demographics section Useful for bilna and scheduling notes The Sticky Note edit screen will appear and you can enter any text you wish Once you save the note a date timestamp will append with the user
56. RIBES 14242009 10242008 parler 03232008 12 07 2008 1207 2008 Pego Dawe J Pedejo Davi J Pegigo Dawid J Pedigo David j Felgi Deidad J Pergo David edge Devel J Pengo Dord J Pedo Deva d Pero David J Paigo Dev J Pete Dawe J Pedigo David J Pedo Dai J Pengo David Padon Deve J 2011 Iccomplish Inc Double clicking on a patient name opens the demographic screen Right clicking a patient name opens up the additional features menu Note that you MUST have the patient name highlighted for the menu to open Lom Fiol hs E er Ti a k on Ton Bon A ol LEen paa Ferraz ppo2054 i Pull Ledger Ferris i ge View Cemographics fH Field AA be Field Bad Address 100305 11 la Field 201208 12 la Fields Mark as Inactive 100270 nay A Fields Delete Patient 100568 120 a Fields 100967 10 ries Merge Duplicates 100864 041 a Files 7 jo0663 07 4 H Exit 1 rent al PRES ey L Dele hysician Pull Ledger This option pulls the chart and adds to the Open Ledgers screen It does not display the Demographics screen This is useful if you need to pull multiple patients Open Ledgers eor e Chagluak Carin D 2 Chingliak Judy E y Ferrazzi Tom i Lawrence Timothy Sample Jos View Demographics Opens directly to the patients demographic screen equivalent to double clicking the patient name in the Patient Listing B
57. S 6 Ady for Astig Doktor Iria Do Bee O lp Double click an iter in the hist to open or view Aightclick hor more choices O 2011 Iccomplish Inc On the next screen click the Add File button to locate the file you wish to Attach The document properties page appears and you must enter a category Then click the browse button to attach the file Bl Add New Attachment Bees q Add New Attachment Attachment details Category Comespondence X File Type Text Document Find File Attach date 2 15 2001 Description ES semen Oates 3 3 4 6 Rx Logbook The Prescription Tracking Logbook allows for tracking of all prescriptions created in the software There are four categories Full Rx List Medications Spectacles Contact Lenses 2011 Iccomplish Inc ezScriptWriter User Manual BE Prescription Tracking Logbook WES Precription Tracking Logbook Fall A Let ll Mediatama Double click on ar Ax to editer print 0252011 FINAL Pedgao CP a ii i ag pl dl il a z ren Contact Lenz Hx Pedigo E Pediga Pediga DNZ Imi FINAL Pedego E Expand ail Print a Line O clercs X close Double click an item to select Use the Expand Collapse checkbox to show hide the full prescription 3 4 Patient Reminders Patient Reminders allows a method to send messages reminders to yourself or others for specific patients genera
58. Uppercase UCLastFirstMI UCFirstName UCLastName UCNameTitle UCS uffix UCPrimary Ins R Patient Race G UCgender Gender He She he she His Her his her Him Her him her PatFullAddress Multi line address PatAddress 1 PatAddress2 PatCity PatState PatPostalCode CustomName 1 CustomValue 1 CustomName 2 CustomValue 2 CustomName 3 CustomValue 3 CustomName 4 CustomValue 4 CustomName 5 CustomValue 5 CustomName 6 CustomValue 6 2011 Iccomplish Inc 100 ezScriptWriter User Manual PROVIDER PRACTICE INFO DrNameFull PracticeName ProviderFirst ProviderLast ProviderMI UCDrNamerF ull UCPracticeName UCProviderFirst UCProviderLast UCProviderMI Practice Tel PracticeFax PracticeEmail PracticeWeb PracticeAddress1 PracticeAddress2 PracticeCity PracticeState PracticeZIP PracCityStateZip PracticeFullAddress Group TIN GroupMedicare ProviderLic ProvderDEA ProviderDegree ProvNP I Group TIN GroupNP 1 GroupMedicare ProviderLic ProvderDEA ProvNP I ProviderDegree Final SRx sphOD cylOD axOD addOD addOD prismOD prismOD sphOS cyl05 axOS addOS addOS prismOS prismOS SRxNote SRxRecommend
59. _ezScriptWriter User Manual Tip of the Day Displayed when the software first starts you can disable the Tips by unchecking the Show tips at startup box You can re enable at any time by using the Help gt Tips menu Tip of the Day yi Did vou know Le To enter a Balance Lens for an Ax simply tight click the sph button on the spectacle toolto pull up the menu choice Show tips at startup Previous Suggest Features Use this utility found under Help gt Suggest a Feature in the top menu Use the Upload button at the bottom to send the suggestion directly to our server We review these suggestions and incorporate them into the software when feasible 2011 Iccomplish Inc CA Have an idea Make a suggestion to improve our softwar Ve Please upload your suggestion report to our website or print form All out completely and FAs or MAIL ta R four help is greatly appreciated fi Suggestion Form Name Clinic Main Street Optical Your Name Ima K Doktor OD When you submit your suggestion it will be used to improve future versions of the e 4 Isoftware applications We may not be able to incorporate every potential idea due technical difficulty or poor fit with software goals However In many cases your directly incorporated into the software If you have found a feature that doesn t o lexpected itmay be a bug Please report it using the Bug Report Form
60. acle Ay Doktor Ima E AK 02 12 2008 PENDING CLA AY Ady for Asti Doktor Ima E The Choose Type of ltem screen will appear Click the Create a new Rx button Choose the type of item lo be crealed INSTRUCTIONS Click on a button to create a A crestesnew Create new SCAN new Encounter Report 3 iP ENCOUNTER P REPORT lt 3 document or Note R Create anew AG Crete a new Fy Cancel E a i S h MOTE Create New The Multiple Rx Creator tool will display With this tool you can add up to 4 new Rx s at a time To begin with a brand new Rx click one of the New buttons on the topmost Rx box 2011 Iccomplish Inc E Multiple tx ay Multiple Rx Creator STE TNS Uae the New ulton to enter a new prescription OF the green aero lo copy an existing preactiohor on fie ou may enter upto four d different prescriptions ag NOTE If you have already entered a prescription that you wish to re use the click the green arrow button to call up the LogBook so you can import the Rx You will be prompted to save Rx s to the LogBook when closing the Multiple Rx Tool Medication Rx The New Med Rx button will display the Quick Medication Prescribe screen To begin you must select a medication from the top dropdown screen or choose one from your Favorite Meds list 2011 Iccomplish Inc 5 ezScriptWriter User Manual R Tajai a madicutdon pav Mer to ba gis Met Meck dion DOUBLE CLIC
61. ad Address Allows you to mark the patient as having a bad address without having to open the demographics screen Mark as Inactive Allows you to mark the patient as inactive without having to open the demographics screen Delete Patient Allows you to delete the patient chart Note this requires you to have sufficient Security Level to perform this action The Admin function in the Main Module allows for security settings to be adjusted 2011 Iccomplish Inc ezScriptWriter User Manual Merge Duplicates If you accidentally create two charts on the same patient for instance because of a name change you can merge the data together The merge function keeps the demographics of the First patient which you select by chart number and merges all documents and reports under that first patient ID There is no undo function so use this function with care Merge Patient Chart Tool Merge Patient Charts The Merge Function i used to combine two charts into one especially wher a duplicate chart exists All demographics encounters notes reports and Ax s for the nd patient are combined under the selected chart number There no Undo feature available Make sure you have WARNING ou are about to merge twa patient charts selected the corect chart numbers Enter First Chart 600001 O Enter Second Chartt Merge Method Combine into FIRST chart H Exit Leaves the menu without change
62. aging and documentation either to ezScriptWriter Software s Customer Service department or to the retailer from which you purchased the Software Product for a refund of the amount indicated by your sales receipt for the Software Product in which event your rights under this EULA are immediately terminated If you are installing the Software Product on a computer that is not owned by you you are bound to the terms of this EULA both in your individual capacity and as an agent of the owner of the computer and your actions will bind the owner of the computer You represent and warrant to ezScriptWriter Software that you have the capacity and authority to enter into this Agreement on your own behalf as well as on behalf of the owner of the computer the Software Product is being installed upon For purposes of this EULA the owner of a computer is the individual or entity that has legal title to the computer or that has the possessory interest in the computer if it is leased or loaned by the actual title owner Copyright The Software Product is protected by copyright laws and international copyright treaties as well as other intellectual property laws and treaties All title and copyrights in and to the Software Product including but not limited to any images photographs animations video audio music text and applets incorporated into the Software Product are owned by ezScriptWriter Software or its suppliers Grant Of License The Software Pr
63. an manage your email campaigns Currently they allow up to 2000 names with no charge O 2011 Iccomplish Inc To use Mail Chimp you must first sign up for a free account Then once you are logged in you can create an email campaign It s a three step process that the website will work you through Getting started with MailChimp is easy 1 Create a list 2 Create a campaign 3 View campaign reports Step 1 Create and Import your List The very first thing you should do is setup a managed list This is because you can t really create and send an email campaign until you have a list to send it to create new list create a new list Step 2 Setup a Campaign 2011 Iccomplish Inc 112 _ezScriptWriter User Manual Now that you have a list to send an email to let s create an email regular ol campaign plain text campaign AB split campaign J gt eS 1716 10 12 18PM create campaign Step 3 Reports We ll show you how many times you opened and clicked in the test campaign how many bounces you got and more 2011 Iccomplish Inc How Do 12 113 To download your reports per campaign go to Reports gt find the campaign whose reports you want fo view gt chick an ihe Escel icon fo the rahi of your campaign file Campaign Pertormance Ovensew Dor ao res aT i H re pep EN db Loba bi vou se i E e Far Lar cmd es et D
64. ble for any special incidental indirect or consequential damages whatsoever including without limitation damages for loss of business profits business interruption loss of business information or any other pecuniary loss arising out of the use of or inability to use the Software Product even if ezScriptWriter Software has been advised of the possibility of such damages In any case ezScriptWriter Software s entire liability under any provision of this EULA shall be limited to the greater of the amount actually paid by you for the Software Product or US 5 00 Some states do not allow the exclusion or limitation of incidental or consequential damages so the above limitation or exclusion may not apply to you Statement Concerning U S Government Users The Software Product is commercial computer software developed exclusively at private expense and in all respects is proprietary data belonging to ezScriptWriter Software or its suppliers The Software Product is comprised of commercial computer software and commercial computer software documentation as such terms are used in 48 C F R 8 12 212 Consistent with 48 C F R 12 212 and 48 C F R 227 7202 1 through 227 7202 4 all U S Government licensees acquire the Software Product with only those rights set forth in this EULA Site Licenses The owner of the computer that you are installing the Software Product upon may have entered into a broad license agreement with ezScriptWri
65. bles in various configurations within a test report To Alter a Table Click inside a table in the report then activate Main menu Table There are several menu choices enabling you to alter the following table parameters Other methods of altering tables e Editing text in tables e Adjusting column width and position 2011 Iccomplish Inc e Moving a column or row e Inserting and deleting rows and columns e Splitting and combining cells The proportional width of a table as a percentage of the report width can be altered by using the table properties dialog or by dragging the table handles in the horizontal report ruler You can adjust the width of each column by dragging the dividing partition left or right To enter text within a table position the report cursor in the appropriate cell and begin typing If you make a mistake in table creation deletion or typing you can generally undo your actions by pressing Ctrl Z or clicking the Undo toolbutton To delete a table position the report cursor anywhere within it and click Main menu Table Delete You will be asked to confirm your action You can also delete a table without confirmation by inserting a blank line above and below if not already present highlighting the whole table including the two blank lines and pressing Del Highlighting just the table and pressing Del removes all text within the table but not the table itself As mentioned above you can restore a d
66. bling you to press Ctrl Z successively to backtrack through your edits but forgets them all as soon as you close the report Copying and Moving Text Having selected highlighted the block of text you have the choice of using the keyboard or mouse to accomplish these aims Drag and Drop Using the Mouse Dragging the selected text block and dropping it at its new location is a quick and easy way to move text from one location to another within the same report You can also use this to break up an report into smaller chunks by dragging and dropping each section where you wish it to be located You can also copy text from documents in compatible applications such as Microsoft Word to the currently open report Cut Copy Paste using the keyboard Having highlighted the block press Ctrl X to cut it or Ctrl C to copy it then Ctrl V to paste it within the same or a different report all using the Windows Clipboard The target may be in the same report file another report file that you open or an open document in a compatible application such as a word processor Although dragging and dropping is very easy to do this method offers several advantages Using the keyboard to select text may feel more precise Once text is copied to the Windows Clipboard itcan be pasted into multiple locations whereas the entire drag and drop must be repeated each time 2011 Iccomplish Inc amp ezScriptWriter User Manual Formatting Text Althou
67. bscriber self Relationship Patient Guarantor Insured IDH 444 22 3333 Policy Grouptt A Authorzationt a Notes has never used benefit 2insurance plane Additional Insurance Plans HIPAA Notification status allows you to indicate that patient has read understood HIPAA requirements Bad Address if mail is returned and you wish to remove patient from mailing recall lists Inactive if patient leaves the practice for some reason charts will still be available for viewing M HIPAA Namen ene Bad ddiess Inactive More Information Nickname an alternate preferred name by the patient Marital Status will display on the Insurance Claim form Hobbies useful to track patient activities to assist provider rapport Source what got the patient into your office Referred by who if anyone got the patient into your office Family Group if a patient is part of a family you can indicate it here Emergency Contact a person to contact if a medical emergency occurs in office 2011 Iccomplish Inc a2 ezScriptWriter User Manual Mantal Status Mariel xl lt _ lt Source Retened by Family Group Race Ethnicity hold the mouse over the letters to see what abbrewations indicate Patient Picture if you wish to have an image of the patient you need to 1 take picture with a digital camera or camcorder 2 save the image to a shared network folder or similar and 3 click the Set button
68. click in the report where you would like to insert the image and click Insert At Caret Postion to open the Insert image into report window Navigate to the folder containing the image click it to select it and then click Open to insert it at the current cursor position To Modify Image Properties To modify the properties of an image right click the image to pull up the Image Attributes dialog The position of the image as well as text wrapping style can be modified Saving options allow embedding of the image recommended for small to mid sized images or saving externally to the same folder as the database See the Report Designer section for details on saving externally 2011 Iccomplish Inc Image Attributes Layout and Position Size Distance Saving Options Wrapping Ste a Ed In Line with Text Top and Bottom Position Style Honzental Alignment C ka EA EMEI Er EL og Tes Absolute Position E inch tothelef of paragraph Vertical Alignment Ahsolute Position inch below paragraph To Delete Images To delete the image click it a border with small square handles will appear around it see below and press Delete To undo this step press Ctrl Z This shows the border and handles that become visible on single clicking an image Reposition the image by dragging it when the border is visible or re size it by dragging one of its handles Copying Cutting Pasting Images You can
69. codes embedded in your report document that tells ezScriptWriter to insert text appropriate to for example a particular patient or provider each Field has a specific format and looks like this Dear Name Title Last Name The word Dear and the semi colon are static text However the double bracketed fields indicate placeholders for data to be inserted in this case the patients salutation for example Mr or Mrs and last name Using the list of pre defined Fields it is possible to generate grammatically correct and fully personalized letters handouts and miscellaneous reports Using even more specialized Fields such as MedRx you can create Rx s for your patients Many sample templates for various reports Rx s and letters have been created for you Simply copy the old report to the new and edit the text and Fields as needed 2011 Iccomplish Inc 94 ezScriptWriter User Manual DrNameFull PracticeNarne PracticeFullAddress Tal ProctiosPell Fax ProcticeFax Today Datel RolodexNamel Rolodex Clinic RolodexAddress RolodexCityStateZip RE LastFirstMI DOB DOB Dear Dr RolodexMName recently saw FirstName a Agel year old Gender fora comprehensive eye examination As you know he she has a history of NIDDM He She states that he shel ts currently taking the following medications Medicatrons Taken On Misher visit today he s
70. d If all is well you will see the Select Pharmacy screen where you can send the prescription electronically to the Pharmacy of your or your patient s choice 2011 Iccomplish Inc Pharmacy Search otal feds are required r Retail Pharmacies search Dy e Practice Favorites AI Mail Order Pharmacies Name City State _ ZiP Code Street Address Phone Current view All practice favorites Cancel Destination Address City State Phone O WALGREENS DRUGS STORE 06901 26917 MILITARY RO S FEDERAL WAY WA 253 5839 1651 NOTE The ePrescribe feature is based on the AllScripts free e prescribing website The AllScript database can check for drug interactions and contraindications that ezScriptWriter cannot The AllScripts site is external to our software and is not an integrated part of the ezScriptWriter so Rx data is NOT automatically passed to the website You have to send the data manually the steps above help you create a Rx with the website You should also add the medication to your LogBook even if you don t print an actual prescription for the patient 2011 Iccomplish Inc Admin Functions 141 4 Admin Functions The Administrator Menu is the main portal to managing the software including User accounts and Security Settings In addition you can purchase and register the software Software Account Admin Settings amp Options Reset Passwords View Audit Trail
71. da ei cli a ee Clinic Detalls Repoit Display Wiser Detals Secunts Global Security Settings International Defaults q _ _ __ ____ _____ _ _ ___ _ 5 E_ gt If you are using the software outside of the United States vou may adjust some of the defaults used by the software Formatting Mask Formatting Preview General date format mmddyy 03 06 2011 Telephone formatting 999 999 9999 812 345 6789 Postal Code format 99999 9999 45678 Measurements C Mebic NonMetie Dist 20 Temp 98 8 F __________H_H____ _ _ _____________________ OIF a Kem ome Locate Database When the network link is broken or the database folder has been moved you may need to use the Locate Database Utility Use the Find Button small binocular icon to search your local hard drive or network Clear Database Path Use this button to clear the database path stored in the computer s registry This forces the Setup Wizard to show at the software startup 2011 Iccomplish Inc Admin Functions 153 ii Database Locator Utility Database Locator Utility You are seeing this screen because the Patient database could not be found during program start up This is usually because either your network has lost connection or you have moved changed the name of the ezHW Date folder To connect to the correct location use the Find button below to indicate the location of the database on your l
72. ded to the right of the selected column To add a row select the existing row below which you want the new row to appear by clicking in it Then Click the Insert table row icon or Click Main menu Table Insert table row or Press the Tab key after positioning the cursor in the rightmost cell of the selected row This will insert a new table row and move the focus to the first cell of the new row E g the graphics below are images not tables gt Before O 2011 Iccomplish Inc After Successive clicking will add more blank rows To Delete a Row or Column If you have just inserted one blank row or column too many you can reverse this by clicking Undo Ctri Z Alternatively to delete a row or column select it and click the Delete table row toolbutton If you need to remove a block of consecutive rows within a table start at the top row to be deleted and keep clicking the Delete table row toolbutton until the deletion is completed Splitting and Combining Cells To Horizontal Split and Combine Cells Splitting and combining cells You can split a cell into two horizontally by adding a partition or remove it to combine two cells into one Use the Split table cell and Combine table cells commands in Main menu Table or corresponding Table toolbar toolbuttons Here is a table originally 3 rows and 2 columns which has had split and combine operations carried out on the second and third rows respectively
73. dministrator Setup Utility Please carefully select a System Administrator password The password should be 4 20 characters long It will unlock all system functions and can reset ANY user password Keepitsecure To compty with HIPAA regulations be sure to NOT postitin a conspicous place THIS 15 VERY IMPORTANT PASSWORD Administrator Setup aystem Administrator ID Admin Password admin Contino Password Practice Clinic Information This data will display on your reports Ax s Doctor Name Title e 9 Ima E Doctor ab entered exactly as you wish ikto appear on report titles Practice Elirie Name Practice Address Practice Address Practice City Practice State Prow Postal Code Practice Telephone dagaa lt Phone number is locked in nn after registering the software AAA __ Practice Fax Practice Email Group MPI if applicable Practice Website Fields in yellow are REQUIRED IMPORTANT The System Administrator is the software user delegated to maintain software settings and security levels to add or delete users and to register the software This individual should be a trusted long term employee preferably someone with good computer knowledge The password that is selected must be remembered unlike user passwords it is not easily reset Keep the System Administrator password in a secure location that is not easily accessible by others 9 Click
74. e Citys State Zip C Above Address Below Address TwinTurbo Printing select Printer DYmO Label riter Tiir Turbo Test Print Frinton Left Fol Print on Right Roll 2011 Iccomplish Inc 3 6 1 2 Create Form Letters There are two views in the Form Letters section Template view and Merged Document view Template View This view allows you to edit the letter template including a mix of data fields and regular text To add text formatting bold fonts etc then create the document in MS Word or Wordpad first then copy paste into the template Click Template gt Save in the top menu to save your work IMA E DOKTOR OD Pa Main STREET OFTOMETRIC ASSOCIATES 1000 14 Or NW Sure 162 SEATTLE WA SBBDO7 Te i425 555 5506 FAx 2666686667 be teh ee 02 20 2010 Fiesthiarne Lastiame Address Address City State Zip Dear FirstName E ls tema fora new eye exam Our records indicate your las exam was on LastExam Please call our office today to schedule an appointment Sinceraly i y ki Tear O Ima K Doktor GG Ven EL Merged Document Click the Show Merged Document button to preview what an actual letter will look like Ingert Field Show Merged Docurienk Show Template 2011 Iccomplish Inc no ezScriptWriter User Manual Use the arrows to navigate through the letters Click the Print All button to printout the merged letters
75. e please enter it below SebAccount Humber Primary Practice Telephone A deel four Omic phone number seryes as your account number MOTE The phone number shown on ReportsRads is locked n after regstenng the software PLEASE DO NOT USE YOUR HOME PHONE OR CELL NUMBER itis diticult to change after buying m Registration Options I would like to evaluate the softwere before purchasing Already purchased a software license C No Yes Activate Now via Internet Import License File waw ezchartwriter com NOTE An Internet connection is required Your survey data is kept confidential pl i Reset License There are two options for updating the License File registering your license Option 1 Via the Internet Click the Activate Now via Internet button The software will attempt to contact our servers to retrieve your license file Problems that can occur include e not enough time has passed since your purchase all orders should be updated within 24 48 business hours e incorrect telephone number entered you must include the exact digits as you indicated on your purchase order especially country and area codes e no internet connection present e attempting to license the wrong version of the software from what you purchased e an internet error has left our server down very rare Option 2 Import License File 2011 Iccomplish Inc Admin Functions 145 If the codes were sent via email or CD ROM copy
76. e ICD 9 10 Diagnosis Codes You can add delete or edit the Diagnosis Codes ICD 9 or ICD 10 using this utility These codes are used on the FeeSlip in the diagnosis column and in the Assessment Plan section of an Encounter User Details 2011 Iccomplish Inc How Do 1 125 Liser Details First Name MI Last Mame Degree Sufix lima Ik Doktor on y Tibe Position TO Type 10 Number OtheriDi v State Lic OtherID2 Ww 084844 OtheriD3 v DEAS D Security Settings UserName lidoletor Change Password Security Setting Lewel10 Type Provider NPT ete eres Rokr een Sa one eRe ere are eet eerie non ans ane te 1093548844 M Setme as the default user for this computer This screen allows the user to modify their own information including license and insurance ID numbers Certain items such as security level and user type can only be modified in the Admin settings User Name Password You can change the username here as well as the password if the current password is known otherwise the Admin account must be used to reset it Security Setting The user security level is visible but only modifiable by the System Administrator The user can however change their username or password on this screen Set me as the Default user On each computer network or solo the default username displayed at startup on the LOGIN screen is determined by this setting The user who primarily us
77. e O Ointment Extemal Gentamicin Sulfate Gintment sentamicin Sulfate MG ML Solutian Intravenous Gentamicin Sulfate 10 Wisi Solution Injection F gentamicin Sulfate 40 MG ML Solution Injection Click to select the dose route of the medication you wish to send to the pharmacy You must then click the Select Sig button to choose the Sig you wish to send with the Rx to the pharmacy 2011 Iccomplish Inc 138 ezScriptWriter User Manual Choose Medication Gentamicin Sulfa Coverage None Available Choose Sig Preferred Choose or write a SIG for Gentamicin Sulfate 0 3 S Solution Ophthalmic Patient Ed Sheet Change Med Add to Script Pad gt ES TE TILL 1 DR OP IN BOTH EYES EN IER 4 HOURS DALY INSTILL 1 DRG PIN LEFT EYE EVERY 4 HOURS DAILY 1 Days Supply fe l5 Choose Package Unit ML Quantity Op Quantity 212 x ML Refills f la Dispense As Written M Library Admin amp Dosage l Special structions to pharmacist maximum of 210 characters Note should not be used for patient Instrfi ctions or comments i i u l il t Select your preferred Sig Click Add amp Review You may see warning screens if any of the medications you selected trigger a flag contra indication duplicate dose etc a The following medications created warnings during the DUR process Please review the wamings and take appropriate action or delete these medications from the script pa
78. e Patient Listing 2011 Iccomplish Inc ezScriptWriter User Manual BB cement e Chase pidio a E Eire amram Pryseian Name E Ferguson is Fergunan e Fermeyts fay Ferezi fe Ferna E Fie 1 Fick a Fie E Fieki FE P kin SP REMS LLE DIE A 000230 Map ina Qin vir e 000305 ten ATTA 000967 NICA CONE RS ABE LLC 000063 OR RAE LLC 200 DARE ha 01 2010 12 08 2008 101782010 ONTTIOOS ipsios 13242004 10242008 TANS 0332004 2A Oe 1507 2008 Petqu Dvd Pelge Diva J Pengo Dave J Penge Devel J Pedigo Daw J Pele Dave J Patas Dave J Pengo Gard J Pemon David J Padigo Davni J Pete Darei d Pedgo Dawid J Pengo David J Pe on Seve J Peto faved Dose oat ave sea 7 0 3 3 3 3 Patient List The Patient Listing is the main dashboard for working with patient s demographic charts You enter the Patient Listing by either using the QuickFind tool or the Find Existing button a Ml cas e Demei s A Ts E H nin Ferguson is Ferguman re Fermeyks ey Perez fey Ferna te Fiekt Feet nn BGG LLC A AA iS ns UME mi rome 000359 nom Private Pay Cua 000034 mins it 0005943 RS RHS LLE is a 000290 a eine 000305 ER AK Macicnid acs 001205 vis 000270 Sant Premera Bivecross 000355 NICS 000967 e ATLA CODE nn RAMEE LLC oome Mr RANS LLC oc em ht e 120010 LIRE 1020 te 0HTTENCE T
79. e and fully functional for testing in the trial version sa that you can try out al the features and see Fit really works for you IF you have already purchased a software Registration Code please enter it below Set Account Humber Primary Practice Telephone four amic phone number serves as your account number NOTE The phone number shown on Reporte Ris locked in after registering the softwere PLEASE DO NOT USE YOUR HOME PHONE OR CELL NUMBER itis ditficult to change after buving m Registration Options T would like fo evaluate the software before purchasing gt Five 5 day tral period totally anonymous Thirty 30 day trial requires filling out a short survey form Already purchased a software license No Yes You can purchase at any time by visiting www ezchartwriter com WOTE An Intemet connection is required Your survey data ls kept confidential cuve E gt Next J Cancel El DE Conca 7 Once the database is created you will be guided through the process of registering and setting up the software If you are evaluating ezScriptWriter you do not have to provide a software registration ke y code in the space provided Simply leave this field blank and you will have an opportunity to use the software with a limited number of patients 30 is the maximum 8 Click Next The Administrator Setup screen displays 2011 Iccomplish Inc 22 ezScriptWriter User Manual mi Admin Setup Utility a A
80. e broken This can occur when your network link becomes disconnected You may attempt to reconnect by using the Connect button below If the connection stil fais check your network settings make sure your server is turned on all wires are connected and share permissions set properly CLICK HERE TO CONTINUE gt X Quit Application Database Crash You will recognize a database crash when you see this dreaded message Unrecognized Database Format or something similarly ominous S WARNING Do an immediate backup using the instructions below before doing anything else 1 Make an immediate backup copy the entire C ezHW_Data folder to a flash drive and or external drive BEFORE DOING ANYTHING ELSE 2 Do you have an existing recent backup If so roll back to that copy 3 If it s been a few days since your backup send the following file to us so we can analyze and attempt to repair the database C ezHW_Data ezDB dez Right click and choose Send To gt Compressed Folder to zip the file better yet use the ezBackup utility to create a copy that s already compressed 2011 Iccomplish Inc Troubleshooting Problems 159 You can use the link we send you to securely upload the database to us do this at the end of your workday we will TRY and return it the next day if it is repairable Note that some database crashes cannot be repaired and you MUST return to your most recent backup Software Crashes lo
81. e is added to the Documents folder You can browse the Documents folder by opening the database folder and clicking Documents The documents are arranged by Patient Name alphabetized then by category WARNING Do not mowe rename or delete files in the Document folder as this will cause the file to become unavailable for browsing opening in the Encounter List Direct Scan Method requires a TWAIN compatible scanner Click the Scan Document button after you select lt Add New gt 2011 Iccomplish Inc ezScriptWriter User Manual scan Documents To Chan Patient Sample Joe Select Scanner to Use Ml Color USE S carne Device Configuration Image Type Resolution hdp 700 Document Template Letter Size Layout Inches Top lo Left 0 Right 8 5 Bottari 111 M Display scanners interface first Attach File Method To Attach a file that already exists for example a faxed emaild pdf document or your own scanned document click the Attachments button at the bottom of the Encounter List Add Meur Double click to add news Encounter or Note Est 0310 2008 PENDING 743 46 Congenital 4nomales Of Antenor Chamber Combi Doktor Ima E Ra 03102008 PENDING Med Rx Tobradex Doktor Ima E NOTE 0272772008 FINAL Corisult Report Croktor Ima E DRAWING 0225 2008 FNAL Fundus Right Eve Drawing Doktor Ima E Fes 0212 2008 PENDING Spectacle Rx Doktor Ima K lAs 0212 2008 PENDING CLA
82. e plan you will need to enter the Subscriber info This screen can also be used to enter the Guarantor info for a minor patient e g the parent or guardian To open click the Subscriber button in the Insurance Information section NOTE To clear a subscriber click the red delete button Insurance Information Ins Company Medicare Part B hd Subscriber Salt AL Relationship Patient The Guarantor Subscriber screen will open The default type is self but you can enter either an existing patient by selecting from the displayed patient list or enter a new guarantor subscriber Use the blue arrows to transfer information such as same last name or address Be sure to select the appropriate Relationship to Guarantor 2011 Iccomplish Inc 4 ezScriptWriter User Manual 3 3 3 6 sum Guarantar A Setup Guarantor for Patient NOTE A guarantor is the person who m responsible tor O Sum le SEL use blue arrows to copy data the patient s billing charges This would be the Theured lt gt Guarantor amp an existing patent from Demographics screen for ion medical plane or the Guardan tor minor lt gt Guarantor e not a patent Las Mare FirstName Mil Pata a bes Boyd 000837 mms Venn Service j HH Abies Sharron 0008838 Yeon Service m rites im E Abreham Stelle hes 002284 oem AM Medica Su z E Active Margaret 003530 Sees LSD Prema Mas Female No je Ser Bertha fits ne amenbeniec
83. e topic that relates to the screen that you are viewing You can also jump from topic to topic or use the search feature Other help resources include the PDF manual and the Frequently Asked Questions FAQs Access these areas from the Main Login Screen 3 Howdol Get started using ezScriptWriter Use the Admin functions Create a new patient Open an existing patient Use the QuickFind tool Create a Rx Create a Report Create a Note Scan or Attach Documents The quickest way to display the help is to press Fl If context sensitive help is available it amp will be displayed automatically 0 Most of the screens in ezScriptWriter have a Help button that displays relevant information Help Select the Help item in the menu bar for additional help options Installation and Setup Step 1 Download and Install After you have downloaded the software from the website www ezScriptWriter com you must double click on the setup file to begin the installation process The setup file is called ezscriptwriter_setup exe and is usually located in your My Documents or Downloads folder Follow the on screen prompts to complete the installation process NOTE You must install ezScriptWriter on every computer on your network that you wish to connect to the database Step 2 Setup the Software for First Time Run On the computer you wish to keep the database e g the primary computer or server double click
84. ed Drag and drop refers to dragging an object with the mouse cursor while keeping the left mouse button depressed then releasing the left mouse button to drop the object Keyboard Notation Keyboard key combinations are shown in boldface for example Backspace means Press the 2011 Iccomplish Inc How to Use this Manual 9 Backspace key The Control key is shortened to Ctrl For example Ctrl A means Press the Control key and while holding it down press the A key The Alt key is an abbrewation for Alternative The Shift key is not abbreviated Shift Ctri A means Depress the Shift and Control keys and while holding them down together press the A key Note You can choose the Shift Ctrl and Alt keys from either side of the keyboard according to convenience The Escape key is abbreviated as Esc To select a node means to click its icon or title in the Tree view on the left side or move the Tree view cursor up or down using the cursor arrow keys until the desired node is highlighted Mouse Conventions You may perform several actions during your work with this software the following specific words are used to describe them e Point to move the mouse pointer to an item e Click or Left click point to an item and press the left mouse button e Right Click point to an item and press the right mouse button e Double Click point to an item and quickly press the left mouse button twice
85. efault Rx Type Wizard Tool Blank Rx Arial 11 C Blank Rx Medication Rx Courier New 11 le Medication Rx Spectacde Rx Arial 11 Spectacle Rx El i nt ene di Arial 11 Contact Lens Rx Allows customization of the Rx Tools in ezScriptWriter The available options include the following Diopter steps Applies to spectacle and contact lens Rx s Can be either the standard 1 4 steps or in 1 8th steps rounded to 2 digits however 2011 Iccomplish Inc 128 ezScriptWriter User Manual Mouse button For fine adjustments on spectacle or contact Rx tools Basically this allows for the reversal of the effect of clicking on the right or left button The default for fine movements is the left button i e clicking with the left button increments or decrements the power by the default diopter step amount the right button jumps to the clicked location Automatically copy first CL brand to other eye Auto copies the selected contact lens brand from right eye to left default is true in the Contact Lens Tool Save all new Rx s to LogBook Default is true can be overridden when creating Rx with the Rx wizard Set default fonts Set default fonts for the Rx data being inserted into reports This can be modified if your reports are exceeding a full page when Rx data is inserted Default Rx Wizard No longer used the Multi Medication wizard allows you to select the tool you wish to use
86. eleted table by pressing Ctrl Z or clicking the Undo toolbutton You cannot easily move copy or swap whole columns or rows within a table you must move each cell individually For this reason you should design the layout of your table carefully before creating it Currently you cannot create a table within a table Editing Textin Tables Here are some more hints and tips about doing this As mentioned previously text or images in one or more cells rows or columns can be individually aligned left right center by highlighting it then choosing one of the alignment toolbuttons on the Paragraph toolbar or via the Edit menu or a keyboard shortcut Centering text and right justifying dollars and cents can be very effective lf you choose left or right alignment the text will be hard up against the wall of the table as cell padding is not provided One workaround is to create extra hidden columns to act as margins For example Po Txt hard up against left margin Add a dummy column Then hide its border To hide the border click anywhere in the cell with text then click the Show left border toolbutton on the Table toolbar to disable it This will be discussed more fully later You can drag the Table toolbar off the Toolbars area making it float closer to where you are working 2011 Iccomplish Inc e ezScriptWriter User Manual You can treat text in tables as you would anywhere else in an report You can cut
87. eports cannot contain images underlined hyperlinks tables boldfaced or other types of formatting Converting a rich text report to plain text removes images and table cell borders but leaves the text itself Basic formatting commands Let s concentrate now on rich text You will find the most frequently used commands bold italic underline case conversion font face size color highlight color etc displayed along the Report formatting toolbar Let your mouse cursor hover over each toolbutton in turn to display a tooltip text popup message informing you of its function and keyboard shortcut if there is one Try them out Aligning and Indenting Text Report Writer offers several methods for indenting and aligning text Toolbuttons for many of them are on the Paragraph toolbar 2011 Iccomplish Inc Alignment and justification Click the Left Right Justify or Center toolbuttons or press their corresponding shortcut keys for text aligned with the left or right margins both margins or center of the report Tab key and Auto Indent Press the Tab key one or more times to indent the text an appropriate distance from the left margin This is best used for short single lines since tabbing and auto indenting only affect the first line of a paragraph Bulleted and numbered paragraphs Text which is bulleted and numbered is automatically indented Round bullet symbols numbers and letters are available Toolbuttons for this are on
88. erful enough to create specific patient lists for exporting also F Billing Module pot Scheduler L gt Import Export Ts er i D Special Functontape Program Settings 3 6 1 Creating a Recall List Creating a Recall List is a three step process as shown on the Wizard 2011 Iccomplish Inc 8 Recall 8 Marketing Wizard s Recall amp Marketing Wizard Use the Recall amp Marketing Wizard to create your next mailing or export your patient address for third party direct mail campaign Click Next to continue STEP 1 Choose the patients for recall or marketing STEP 2 Rewew the list of patents STEP 3 Select the method s to contact the patients Step 1 Choose Patients for Inclusion To begin the Recall process you need to select the Date Range Exam Date selection is by the last exam date on file Recall Date selection is by the Recall Date you set either when finalizing an encounter or on the HIPAA tab of the patient demographics screen Acquisition Date selection is based on when the patient was originally acquired by the practice date the patient was first entered in the system Select the date range that would encompass all the patients you are attempting to Recall For example you can select a one month period for the current month using the Recall Date option 2011 Iccomplish Inc NT ezScriptWriter User Manual SV Recall amp Marketing Wizard 1 Selec
89. es the Clinic Details User Security Overall Security and International Defaults Clinic Details User Details Security Global Security Settings International Defaults Clinic Details Screen The Clinic Details screen allows for entry of the Practice Information including the all important Practice Telephone number which serves as your Account Number Once the software is purchased and 2011 Iccomplish Inc 4 2 2 Admin Functions 147 licensed the Practice Clinic Telephone number cannot be changed unless done by Tech Support You can however change the formatting of the number at any time e g add parenthesis or dashes The remaining fields can be altered in any way you wish If you have a group tax ID number and or NPI enter it on this screen The field Doctor Name Title is used in many reports Rx s so it should reflect your name as you wish it to appear in reports 4 Program Settings Options Admin Level A A lel o eds eT SST Se Ty ar ALL msn IEEE TETE ee Clinic Details Report Display User Detaile Secunty Global Security Settings International Defaults The information entered on this page effects the data displayed on yourreports and exam printouts Doctors Name Title Ima Doktor OD PS as it will appear on reports Practice Clinie Mame Or Ima Doktor and Associates Practice Address Mair Street Optical Practice Address 3561 E Main Ad Ha Practice City Sea
90. es this computer should check this box Folder Paths Folder Paths a Set Default Folders Default folder to save created PDF copies CsezHW Data Documentss dl Default folder to store Patient Photos IC ecHiw_Data Phatos Default folder to store Attachments Scanned Docs Default folder to store Database Backupe ChezHw B ackupr ACI Set default locations for the following folders 2011 Iccomplish Inc 12 ezScriptWriter User Manual Path to PDF documents When saving a PDF version of a report or Rx this is the default location when asked to save file Typically this would be your My Documents folder Path to Patient Photos If you are capturing patient photos to include in the Patient Demographics window this is the default location to store them Typically this should be C ezHW_Data Photos Path to Database Backups The default location where ezBackup stores backup images of your database Custom Lists Custom List Settings Select List to Edit Contact Lens Color Choices Additional Data Add New Edit Delete Throughout ezScriptWriter there are various lists and choices that can be customized You may edit or add to these lists by performing one of the following e Selecting list to edit in the dropdown box at the top e Clicking on the item to edit or alternatively selecting the NEW button to add an item to the list Report Settings 2011 Iccomplish Inc
91. especially true for the Database Upgrade utility Online Licensing module and scanning modules To get around this problem you simply need to start the software in XP Compatible Mode To use Windows XP compatibility mode right click the ezScriptWriter icon and choose Properties from the context menu that appears 2011 Iccomplish Inc 160 ezScriptWriter User Manual rs Open WwW Runas administrator i f 21p p Pin te Start Menu Addte Quick Launch Restore previous Versions senal To P Cut Copy Paste Create Shortcut Delete Rename Propertres After choosing Properties from the context menu a window will appear displaying the different properties of the application organized in tabs Select the Compatibility tab to run the application Windows XP mode 2011 Iccomplish Inc Troubleshooting Problems 161 Fou have problems with this program and it worked comectly on an eanier version of Windows select the compatibility mode that matches that eanier version Compatibility mode E Run this program in compatibility mode for Ce Settings Run in 256 colors El Run in 640 x 480 screen resolution A Disable visual themes 5 Disable desktop composition E Disable display scaling on high DPI settings Privilege Level PT Run this program as an administrator Ds L Show settings forall users On this screen place a check in each of these checkboxes e Run t
92. et 4 Aca Besse 000515 Macs Private Pay Ca Adame Chariene 000453 Ms Prival Pay Ca E Agara Doris 000015 Private Pay Ca Fe Agama Dorothy 000020 Private Pay Ca Auten Frank 001083 ll Adams Gladys gt 000438 mme Private Pay Cs le AE Gloria 001721 Ak Medical la Adams Hannei 000480 Premers Bluec 34 Adams Jacob 007105 bh Open Pulled Charts The very first screen you see upon signing in is the Open Charts screen Much like a chart pulled from a real file cabinet Open Charts are available for vewing and creating items encounters Rx s reports etc When you are done with a chart it is closed and removed from the Open Charts screen You close a chart by right clicking the name and selecting Close Chart You can only close a chart that has all encounters reports and notes finalized except for the Sample Patient which does allow immediate closing O 2011 Iccomplish Inc OPEN CHARTS Quico tL Chagluak Carprr D Sample Joe Chart Options Close All Signed Charts 2 Logout x Quit To use the Open Pulled Chart simply right click the name to get a list of Chart Options or double click to be immediately taken to the Encounter List Patient Photo s If a patient has a photo entered in the demographics screen click the name ONCE to view the image OPEN CHARTS Brady Jessie Chagluak Caryn D Hugo Jeffrey ce Sample doe Fi clicking once on the name will display the pat
93. for us to manually convert your data for you There will be no charge if we can use your current text based import file and we are importing only the data that the Wizard would normally handle Additional fees will apply if your current software cannot generate an Export file or if you need addition and or custom data imported OfficeMate Database Import Use this utility to import the patients from the OfficeMate database directly into ezScriptWriter Only the patient demographics will be imported Import OfficeMate Database a OfficeMate Fle c program FilestOficeMatelpmate md Import OfficeMate Records gt 3 2 Exporting Data There are two options for exporting data 1 Export to a text or Excel File This option allows you to export all patients or just a selected patient You can also export by Last Exam date The data exported is basic demographics name address birthdate etc although if you use the Advanced button you can select more fields to export not encounters or reports however 2011 Iccomplish Inc 122 ezScriptWriter User Manual Hi Export Details alle Export Options This version of the Export Wizard only esports basic patient dernographie information Export File Details Format Comma Seperated File cs Tab deliminated Text File Path C Documents and Settings David M y Documents w Additional Selection Critena iY Esport ALL patients in database A Export a Selected
94. from the system Deleting a user who has created reports Rx s or encounters will cause some difficulties with tracking To set the status click the checkbox under the column Active 2011 Iccomplish Inc 150 ezScriptWriter User Manual qe Last ame First are f UserType Secuntylevel Almaquer Antoinette Alvord Charles Barbon Anne Mare Doktor Provider Actions Add New Edit Entry Delete L ger count 5 4 2 3 Comprehensive Security Settings The Global Security Settings apply globally to the software The only entry currently customizable by the user is the Auto Log Off time 2011 Iccomplish Inc Admin Functions 151 AR Program Settings amp Options Admin Level ee ee E a oe ee Clric Details Report Display User Details Secunty Global Security Settings E MOTE These settings apply to all users on all computers Auto log ofF after this many minutes E minutes PE Autonmateally logal User Transactions create audit trail M Track log an attempt i Set rominum password le Fe Force paz El Every FP Force pazsword to conta DOME 4 24 International Settings Users outside the United States will need to set the date telephone postal code and measurement fields to reflect their locale 2011 Iccomplish Inc 152 _ezScriptWriter User Manual 4 2 5 a NC Program Settings amp Options Admin Level mame ee ee A emamna a oe ee ee Tii nm musee mem a a nn mr PEA TT Sa
95. fy the correct labels Using the standard Avery label system numbers you select the correct label number e g for standard address use 5160 or 5161 You can click on a number to see the size and type If you cannot find your label use the New Label button to create a new one abel List Product Categories ver it Labels 12 294 Laser Tag 12 295 Laser Lag 12 296 Laser Tag 12 297 Laser Tag BOBS File Folder BOSS Name Badge BOSE Diskette 5097 Diskette Alot Access 15161 Address 2162 Address 5163 Shipping i Label Information Type Address Height 1 Width 2 63 Num Across 3 Num Dow 10 Page Size Letter 8 55 11in After you click OK the Label Template dialog will show A list of available templates some pre existing some that you may have created is displayed Click on the one you wish to use typically this would be the Avery 5160 label template to match the standard label and click Load button O 2011 Iccomplish Inc How Do I 107 Load Label Template The Label Layout Wizard will display with your select label layout displaying You can alter the layout or just click Preview Print to create your labels Ted Setup for Avery Standard 5160 Address re Label Layout Wizard Label Fail a 50575 Fiet Setechors Firsitlame Lastiams Address Address 3 a city State Zip Fctharee rtial Last ame amet ithe Pres ENTER or Dout e Chek Field Marne
96. gged user Auto select HIPAA notification for each new patent Defauitreport to use for Record Release Record Release Request x Manage CPT Codes Manage ICD 9 10 Codes Date Format for Encounters Allows customization of the way a date is displayed throughout the software for example mm dd yyyy format You may use one of the three predefined formats or create your own Date Format for Rx Reports Allows customization of the way a date is printed on reports for example mm dd yyyy format You may use one of the three predefined formats or create your own Auto select provider for reports Rx s as currently logged user Determines whether the current user is selected as the provider for certain reports Rx s Auto select HIPAA notification for each new patient Automatically create a HIPAA notification entry for any new patients This indicates the patient was provided a copy of the clinic s privacy protection practices Default Report for a Record Release Select the default report for use when the user clicks the Print Record Release Form on the Patient Demographics window under the HIPAA tab Default setting is the report Record Release Request Manage CPT Codes All the codes you need to bill for services and products can be entered in the Products amp Service Codes screen Some standard codes are pre populated but you will need to edit the Fee and Tax fields to reflect your practice fee schedule Manag
97. gh you can use the same font face size and color throughout the report text is much more attractive when headings are more prominent subparagraphs are indented etc Plain Text and Rich Text You can add text colors font faces sizes and styles such as boldface and the report is regarded as being in Rich Text Format RIF RTF reports can be converted to plain text easily if desired Examples This paragraph uses Plain Text alone All text is the same font face style size and color Boldfacing italics underlining etc are not used changing from lower case to UPPER CASE is the only way to make text more prominent This paragraph uses Rich Text which allows many more formatting attributes such as color to be incorporated Adding color and images automatically changes the format from plain text to rich text since both hide extra codes in the report which the user cannot view Report Writer regards its reports as being in rich text format but you can mix these within a file Who would want to use plain text when rich text has so much more to offer Here are two good reasons Plain text reports make the ezScriptWriter database much smaller since there are no hidden formatting characters This can make quite a difference when you have thousands of reports You are not faced with the extra chore of reformatting to match the format of the rest of the report text if you copy and paste in plain text Note also that plain text r
98. hat fills the screen Click once on the Minimize button upper right hand corner of window display to get a smaller working area click on the Maximize button to return to full screen display The screenshots have been taken with the next to last version of the software We have made every effort to match what you will see in ezScriptWriter with what the guide shows but there may be slight discrepancies This guide assumes you have basic familiarity with using a mouse and file manipulation in Microsoft Windows This manual was written using a tree structure for example topics are listed in a hierarchical branching format If the tree is fully closed click the sign in the box icon to the left of the node icon to open up the first branch then repeat this process to open up further branches Alternatively click the blue underlined hyperlinks on this page to jump to the main sections If you want to move down the tree using the keyboard press the Tab key This will take you to all subtrees that are currently open Conventions Used in this Manual Click refers to clicking a menu item a button or a clickable icon tool button Press refers to pressing a keyboard key or key sequence Mouse and Keyboard Notation Mouse Notation Unless otherwise specified click refers to clicking the left mouse button once Where there might be ambiguity the terms left click right click and double click using the left mouse button will be us
99. have the password reset to idoktor The first time the user logs in the software will require a real password to be entered To reset the Admin password you will need to contact Tech Support 44 Audit Trail The Audit Trail is the means by which nearly all transactions of the database can be tracked Whenever a chart is opened accessed a module is opened or demographics are changed an entry will be created This tool can also be used to track logon and logoff times from the software Click the Export button at the bottom to send the file to your hard drive to be opened by Microsoft Excel or similar 2011 Iccomplish Inc Admin Functions 155 E Patient lramuchonz here i iT View Activity Audit Log Select Patient Mame AN Patients Module Show All Action Show Al Tyne Dbject Shaw al TranstD Modue N Acton N OlbieciTyos N Usa H User M Daet 10 30 2007 Satb Timestamp Descending l 672011 81330 PM 3908 eeCharwriter Logn Admn wa Admin 230 Ph 39091 ceChatwite Open Cha Sample Jos Pedgo Dawid J 2 2011 7 45 24 PM 39090 exQhatwilte Logm U pet r n Pedgo David J SRO 4515 FM 39083 ezCharwiter Lagin Admin nia Admin 3 6 2011 72550 FM 39088 erChatwider Steel Appheabar ria n a 31672011 TISAY PM 39087 e2Chartweiter Logn Admin Twa Admin 2642011 MOLT FM 39008 ssChatwites Login ere n s Pedga David J 36 2011 7 057 PM 39005 exChatwiter Stari Applic atan nia nia 2601 POL
100. he Field Name dropdown select the DIAG1 field 3 choose is as the operator e g an exact match so that ONLY the diagnosis is found 4 enter 367 1 in the search criteria field This is what we are searching for in the database NOTE To perform a complete search you should repeat these steps for the other diagnosis fields DIAG2 DIAG4 2011 Iccomplish Inc Enter Query Entera Field Name Operator Select Database to Search Patent List f Encounter List This imple tool allows ou to build a valid database query so that you can get an accurate count of the occurance of selected entera Foreszample you can query the number of patients with a diagnos code 01861 of 367 1 myopia The Query Results screen will display When working with encounters the name can be double clicked to open the Encounter Query Results double click to open encounter OO 4 om on eo po uit Last Name Douglas Massuk Marduk Marat Nassuk Charles Mara Charles Henn _ Anasagak Charles 12 Hanguk 14 Dewey Dewey Dewey Adana First Name Danita ware Chad Hiria Jolene Leo Drew Lucille Evett David Arlene Gary Raridall Joshua wJeanae Doris Encounter Date 084152008 08 15 2008 08 15 2008 08 15 2008 057752008 08 15 2008 08 15 2008 08 15 2008 0815 2008 08 15 2008 08 15 2008 08 15 2008 6416 2005 08 16 2008 08 16 2008 162005 Count 1552
101. he default username is first initial plus lastname International Settings if you are using the software outside the United States you will likely need to adjust the date format and metric measurements 10 Click Next The Password Information window displays 2011 Iccomplish Inc 2 ezScriptWriter User Manual When you first log into the USER account you will need to enter the default password The default password for users is the same as the UserName so for jsmith enter the password as jsmith You will then be prompted to enter a new password User Password information 11 Restart the software You will see a notice that the Trial Period has begun 12 Open ezScriptWriter and sign in to the Administrator account to revew set the security options 3 1 2 Password Selection It is a good practice to choose a secure password To often an easy to guess password is chosen which defeats the whole purpose of passwords A strong password would look like r i1L or sus99an1 A secure password should contain No less than 6 characters Not be the same as your user name personal name or birthday Does not sound like a dictionary word e g glove Contains a combination of capital amp lower case letters numerical and or special characters Having a simple password can leave you winerable to guessing or dictionary attacks which can lead to unauthorized access to patient information HIPAA regulations require tha
102. he next page is automatically generated 10 page maximum You will see how the pages are divided when you click Preview Fill in your information AGO your reTurn acaress Add recimiert y addresses 3 7 Importing Exporting Patient Data Using the Import Export wizard you can easily import patients from your existing Practice Management or EHR software Alternatively you can export patient demographics or reports Rx s to text PDF format Billing Module Appt Scheduler xi Recall Wizard OD Special Funchors 5 Program Settini Importing Data Exporting Data 2011 Iccomplish Inc 120 ezScriptWriter User Manual 3 7 1 Importing Data K K K OK OK K OK OK K OK OK OK OK K OK OK OK OK OK OK OK OK OK OK OK OK OK K OK OK K OK OK OK OK OK OK OK OK OK OK OK OK OK OK S 2K OK OK OK OK WARNING When you import data into ezScriptWriter please review the column matches closely If the data does not appear to match then DO NOT IMPORT until you have found the matching fields or marked them unmatched Once you import patient data there is no undo function K OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OOK K OOK KOK 2K OK OK OK X Data Exchange amp ezDataExchange Wizard Select actiorr Import Patient Demographics test file Import OfficeMate Database demographics only Ex
103. hel had best corrected acuibes of 20 20 in each eye Pupils ocular motiities and antenor segment were normal No ins rubeosis was noted The dilated examination revealed a normal fundus in both eyes No neovasulanzation at the disc or elsewhere was noted No other retinal va scular abn ormalites were evident Inserting Fields can be done using the dropdown list at the top of the Report Designer A full list of available fields are listed below DESCRIPTION Le CODE lai Date Today s date Today Date Date Today s date 1 year Today Date Date Today date 2 Bars Today Dates Last Exar Last Exams fe La om ds SEEN Last Exam 2 Date REQUEST date from User li IN esl sath LastFirstMI FirstName _ LastWamel Patient Salutation NameTite bd Images In addition addition to static text and FIELDS you may also insert static images in your documents These may be logos or signature blocks or any other image you desire ToP L A 2011 Iccomplish Inc WARNING Images consume lots of disc space and if you embed a large image in a report then each and every report you save will have a copy of that image saved to the database It is recommended that you limit embedded images to small under 10K size Examples would be a signature block Typically images that are embedded should be in jpg or similar format since they are highly compressed To modify the properties of an image right click the
104. his program in compatibility mode for Windows XP service pack 2 e Disable Visual Themes e Disable Desktop Composition Then click OK to save the changes NOTE ff this does not work and problems remain try running the Program Compatibility Wizard by clicking the Start button clicking Control Panel gt Programs gt Programs and Features gt Use an older program with this version of Windows If compatibility mode and the wizard does not solve the problem contact Tech Support for further help Upgrading Database Fails If your attempts to upgrade your database fail you may need to run the software as an Administrator in Vista Windows7 Right click the application ezScriptWriter exe and choose Properties from the 2011 Iccomplish Inc 16 ezScriptWriter User Manual context menu a window will appear displaying the different properties of the application organized in tabs Select the Compatibility tab to run the application Windows XP mode and check the Run as Administrator checkbox Once the database has finished upgrading you can uncheck the box m Properties _ Previqu A Compatbay you have problems with this program and it worked correctly on an eanier version of Windows select the compatibility mode that matches that eanier version Compatibility mode E Run this program in compatibility mode for Settings L Run in 256 colors El Run in 640 x 480 screen resolution A Disable visual themes 8 Disable deskt
105. ian Alirgy Cancel Phone r E Mobile Fhons fevers Lookup Middle Initial fisi ieme Laat Maria F e n Girth E i Foner emt Patent i eR Stabe WA BF Code 7 Step 1 Click in the Phone field so the data will paste in sequence Data to send to AllScripts Eanall Tereg PASSE Niina Entered fedil gg The patient should show up in the AllScripts Patient List but if it does not enter the last and first name to Search 2011 Iccomplish Inc How Do I 137 Last Name sample First Name BGG oo O Search Sampl AAA by e Er 1222333 Sample Joe 12 30 1967 222 333 4444 S444 Make sure the patient is selected black dot next to patient name and click the Select Med button to begin the process of entering a prescription eee Tobra Patient History My History AI Medcaton Meds A TobraDex ST Tobramycin obramycin Sulfate Tobramycin Sulfate in Saline oddio Tobramycin Dexamethasone Tobrasal Wedicalon And Sic Quantity Usually you want ta select All Entera partial medication name to view available list ee Gentamicin Sulfate Search Patient History My History Dan Write Free Form Rx Medication MEA WAGs Coverage None Available Review Med History Drug Name Dosage Form Route Gentamicin Sulfate Powder Does not apply Gentamicin Sulfate i Cream External Gentamicin Sulfat
106. ient photo if tt exists 3 3 3 Chart Options Right click a patient name in the Pulled Active Charts list to pull up the options menu 2011 Iccomplish Inc 4 ezScriptWriter User Manual 3 3 3 8 View Encounters Edit Demographics Modify Name Attach Document Message Manager Close amp Refle Chart Help Exit How do vew Encounters How do edit Patient demographics How do modify a patient name How do attach a document to the chart How do create a message or note How do close refile the chart Modify Name Patient names once the chart is created can only be modified with this tool This is done to both track name changes reasons and to prevent data loss Right click the patient name in the Open Ledgers view and select Modify Name View Feeslips A Claims Edit Demographics Message Marada Close amp Refile Chart Help Cancel ge i The Modify Patient Name screen will show and you can enter the corrected name in the boxes at the bottom Indicate a reason for the change and click okay 2011 Iccomplish Inc Modify Patient Name va Modify Patient Name Current Last Name Sample Current First Name WARNING ou are about to change the patient s name as stored in the A priman database Note thatalteting the patients name will not change her name listed on previously FINALIZED reports and or encounters Update Patient Name New Last Name Sampler
107. ill display on the Insurance Claim form Occupation Prior Exam date of last encounter with patient Last Name FirstName oe Initial A Title Mr e sufi Date of Birth FETES ge 5 COC PE City Seattle hd State Prov WA vifs y Home Phone zaza o DayPhone E mail ljoesample yahoo com Employer Boeing Occupation Paper plane modeler Prior Exam 08 11 2003 Gender recommended if not selected you will be prompted on saving chart Chart No created automatically and cannot be edited or changed Identification previously for Social Security number can be used for any ID you wish Provider the patients provider in your office Gender Male Female No 000001 Identifications ae Provider Doktor Ima K Insurance Company select from list you can add new companies in the Settings Insured Name same as the Subscriber or Guarantor e g who holds the policy Relationship how is the Subscriber related to the patient self or guarantor Insured ID the insurance plan ID Policy Group if the insurance plan has a group number enter it here O 2011 Iccomplish Inc Authorization if the insurance plan requires pre approval and gives an authorization number Notes do not display on Claim Form for your own internal use Additional Insurance Plans click the button to add or view additional plans only for 2nd or additional gt Insurance Information Fe Ins Company Medicare Part B Su
108. ill not normally be answered on an individual basis 3 5 2 2 Check for Updates Occasionally you will notice that an Alert will appear at the bottom of the ezScriptWriter Login screen alerting you that an update to the software is available assuming you have Internet connection for this check to occur a JEL i Y a F p SE pT E T TT uiri 4 F b r T at A solhware update if avaiable Tou Can download from the Website l o www ezchartenter com or use the Auto Update button ae TE ET z E 1 This utility checks the Internet site for any updates to the software If a newer version is found it is 2011 Iccomplish Inc ezScriptWriter User Manual 3 5 3 3 9 3 1 automatically downloaded and installed You should run this utility every few months or when notified by ezScriptWriter Support Team of a new release Data Management The Data Management menu allows for creating queries of the database to find all patients with certain attributes and to encrypt compress reports Data Management Query Statistics wy Encrypt Reports Query Statistics Encrypt Compress Reports Query Statistics The QueryBuilder tool allows for mining of the database for specific search criteria For example to find all patients with a diagnosis code of 367 1 the steps below should be followed 1 click the Encounter List option Since diagnosis codes are associated with Encounters not Patients 2 in t
109. image to pull up the Image Attributes dialog Image Attributes Layout and Position Size and Distance Saving Options Wrapping Ste In Line with Text Top and Bottom Position Style Move obtient Henzontal Alignment Pal lt Certes ET HENGEN E ther Position Absolute Position 14 Inch to the tett of paragraph Vertical Alignment Absolute Position HE inch below paragraph When saving the image there are three ways of doing so 2011 Iccomplish Inc ezScriptWriter User Manual Image Attributes Layout and Position Size Distance Saving Options Saving Style Embed ariginal file reference C Export image and embed file reference File name and type File name Save as type E Saving Options Resolution 96 gpi Compression Quality 1 4 Embed data in document This is the simplest way but can quickly fill up your report database Only use very small low resolution images with this method To convert and resize your image use a product like Snaglt www techsmith com to reduce the resolution If you embed too large an image you will receive a warning when attempting to save Embed original file reference This is the best way to incorporate larger image files the image is save seperately from the document and is displayed only when you open the document The drawback is that the image must be stored in the database folder on the network So create a subfolder in
110. ish Inc NOS ezScriptWriter User Manual 3 5 1 2 3 5 2 copied if they do not currently exist in your ezHW_ Data folder be sure to check because you will get errors if they are not there a P WARNING If you are restoring the database files from a utility other than ezBackup for example a utility you run every night to backup the entire hard drive you need to take extra precautions to ensure you do not accidentally overwrite good data with outdated files If your backup software does incremental backups you may only have ONE copy of the database to roll back to and if it s corrupted you are out of luck So if you are using third party backup we still recommend that you use the ezBackup utility to create dated compressed copies of your database nightly Compact Database Utility to compress compact the database and sometimes repair minor data errors We recommend you run the Compact Repair utility about once a week to keep your data files in good condition It s HIGHLY RECOMMENDED to run the Backup utility before the Compact Utility The Compact Utility will automatically close the software on the current computer but you MUST close out the software on any other computers on the network This includes all modules ezClaimBiller and ezApptScheduler 2 ezDB Database Maintanance y elle The ezHealthware database requires occasional compacting lo minimize este It alza increases the overall speed of the program
111. iter software is very low cost only 189 per year per location with unlimited computers users and does not include any EHR features other than ability to create Rx s and scan in paper charts so we are not pursuing certification However because some of our doctors see a significant amount of Medicare patients we have partially integrated with PracticeFusionEHR com That site is a free EHR and has ONC certification Sponsored in part by Dell Computers they are the leading free EHR solution This fits nicely with our own low cost software model The website is fairly limited in optometric functions which is where our software comes into play You simply paste your SOAP note to the site and keep a parallel system online So it also functions as a backup of your SOAP notes that can be accessed anywhere there is internet To qualify you have to be an eligible provider who bills CMS Next you need to use a certified EHR system and meet 20 criteria for Meaningful Use For 2011 you will to attest to CMS that you met the Meaningful Use criteria for 90 consecutive days and your incentives will be paid with your reimbursements Practice Fusion s EHR is ONC ATCB 2011 2012 compliant and is certified as an EHR Module in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services HHS 1 Record patient demographics including gender race and ethnicity date of birth preferred language at least 50
112. ity to amend or add to any of the above representations and disclaimers Your Remedy Your exclusive remedy for any breach of the Limited Warranty is for you to give us notice of the breach by returning to ezScriptWriter Software at the address shown below a copy of your purchase receipt for your copy of the Software Product and a description of the alleged breach and then at ezScriptWriter Software s option ezScriptWriter Software shall either a return the price you paid if any for the Software Product at which time your rights under this EULA are deemed to have terminated or b repair or replace the Software Product The Limited Warranty period for any replacement Software Product will be extended for the remainder of the original warranty period or thirty 30 days after the replacement Software Product is delivered to you whichever is longer If your license is for an Evaluation Version your exclusive remedy for any breach of this EULA including a breach of the Limited Warranty shall be to terminate your rights under this EULA Your remedies described in this paragraph are your exclusive remedies and shall not be deemed to fail of their essential purpose so long as ezScriptWriter Software is willing to repair or replace the Software Product or return the price you paid for the Software Product Limitation of Liability To the maximum extent permitted by applicable law in no event shall ezScriptWriter Software or its suppliers be lia
113. lFirstMl Patient Name gt First MN FirstName Patient Name Initial Initial Patient Name Last Lastiame Lal Rx Date Rx Date 1 2011 Iccomplish Inc o ezScriptWriter User Manual Rx Date 2 Today Date Today Date 1 Today Date 2 Last Exam Last Exam 1 Last Exam 2 Enc Date Enc Date 1 Enc Date 2 Request Date Prompts user to enter a Date Consult Reason Prompts to enter a Consult Reason RolodexName Prompts to select from the Rolodex RolodexNameDegree RolodexFirstName RolodexLastName Rolodexinitial RolodexSpecialty RolodexDegree RolodexClinic RolodexAddress RolodexCityStateZip Rolodex Tel RolodexFax RolodexNotes RolodexEmail RolodexUPIN RolodexNP I RolodexFullAddress PATIENT INFORMATION FirstLastName LastFirstMI FirstName Initial LastName NameTitle Suffix Age DOB Home Tel Day Tel Email Primary Ins UCPrimary Ins Primary InsID Guarantor Primary InsGrp Primary Auth GuarantorDOB GuarantorGender 2011 Iccomplish Inc Secondary Ins UCSecondary Ins Secondary InsID Secondary InsGrp Secondary Auth SecondarySubscriber SecondaryDOB SecondaryGender Nickname Employer Occupation Chart UCFirstLastName UC means
114. lly to be acted upon at some future date For example if you wish to remind your staff to call a patient in a week to check the status of an eye problem you would create an eReminder and set the send date for one week in the future Create Send a New Reminder Receiving a Reminder Managing Reminders User Groups 2011 Iccomplish Inc m bra 3 E ES eReminder Manager id Nos eFermmmdes MES User Grea xt Sat AAA E Patient Name Seni By eRerirnde Adare Beene 1 74 2008 de Inbox 3 Completed amp Arched CT Dulbow Pending Deber el Creleted Larne Fram Re Action Due Date 3 4 1 Create Send a New Reminder To create and send an eReminder you fill out a form that resembles a standard email The following fields must be entered To Field REQUIRED Enter the user that the email should be sent to or choose a user group Action Date REQUIRED This is the date the eReminder will trigger and appear in the recipients inbox Patient REQUIRED The patient that is the subject of the eReminder Subject REQUIRED The reason for the eReminder Urgency A flag for the level of urgency Mark as Confidential If you wish to keep the eReminder from being read by anyone but the actual user you can set a password 2011 Iccomplish Inc s ezScriptWriter User Manual eReminder Body The text of the reminder can be formatted by using the richtext controls eReminder Message
115. ms that protect privacy and security of patient data in the EMR by conducting or reviewing a security risk analysis and taking corrective step if needed 15 Report clinical quality measures to CMS or states for 2011 provide aggregate numerator and denominator through attestation for 2012 electronically submit measures this refers to PQRI measures Rx Wizards In order to quickly build a Rx a wizard is available to walk you through the process Whether you are creating a medication Rx a spectacle Rx or a contact lens Rx the wizard gives you the tools to easily enter your prescription data One of ezScriptWriter s great strengths is that it allows you to create Rx s based on prior data simply by double clicking on a past Rx in the Logbook It should be mentioned that ezScriptWriter does not oblige you to use the Rx Wizard at all For example for custom Rx s you can simple open a blank report and manually type your data Reports Although functioning mostly to generate Rx s ezScriptWriter can also help you save time by generating letters reports and patient handouts Many pre existing sample reports are included or you can build your own Compatibility Since ezScriptWriter can export data in both text and PDF formats you can send your Rx s and letters in e mail or simply create backup copies that can be opened on any computer 2 1 Evaluating the Software Free Trial Period ezScriptWriter is free to try for up to the first 3
116. nc How Do 12 35 3 Click the Save button to create the new chart Duplicate Patients Ifa patient already exists in the system you will see the Duplicate Patient screen after you enter the name and date of birth If a patient matches click the checkbox next to the name and click the Select button to open that patient s chart Otherwise click Close and continue entering patient demographics HA Find Duplicate Patients SEE hh Duplicate Patient Finder Select Last Name FistNams MI DOB SSN HomeTel LastEsam PatientlD Sample Joe A 12 20 1967 o 2221 333 4444 08 11 2009 1 3 3 3 2 Open an Existing Patient Chart There are two methods to open an existing patient chart Method 1 QuickFind Tool This is the preferred method for quickly finding a patient Using the QuickFind field you simply need to enter a few letters of the patient name and press Enter The list of matching patients is displayed in the Patient Listing arar Method 2 Patient Listing This method allows you to view complete lists of you patients arranged in alphabetical order When in Patient Listing view there are additional features available by right clicking the patient name 5 Create New Chart 4 Searchtor Patient a To find a patient click on the Letter tab at the top and scroll down You may double click the patient name to directly open to the Demographics screen You may also enter the name in the Search Box at the top of th
117. nge them vertically to form a new sequence and then join them See Moving and copying tables To Move and Copy Tables Whole tables including contents can be cut copied and pasted just like any other blocks of highlighted text to and from the Windows Clipboard They cannot be dragged You can also copy one or more highlighted rows and paste them elsewhere outside the table as a separate table However pasting them back only replaces existing text corresponding to the number of rows you pasted in Instead create the same number of extra rows then fill them with inserted text The following example shows you how Example Insert Table 2 into table 1 aaaaa Table 1 ddddd bbbbb Table 2 CCCCC Position the report cursor in the top row aaaaa of Table 1 then click the Insert table row toolbutton twice to insert two rows aaaaa Table 1 2011 Iccomplish Inc ezScriptWriter User Manual ddddd bbbbb Table 2 Now position the report cursor in the top row bbbbb of Table 2 and press Shift Down to highlight both of its rows Press Ctrl C to copy them then position the cursor on the top blank row in Table 1 and press Ctrl V to paste the text contents aaaaa Table 1 bbbbb Table 2 ddddd bbbbb Table 2 Finally delete Table 2 and tidy up Done aaaaa Table 1 bbbbb ddddd Inserting and Deleting Rows and Columns To Insert a Row or Column New rows are added below the selected row New columns are ad
118. nt versions of the software compare 3 11 Misc Functions ezFrontDesk 69 00 annual license Batic patent demographic management with appointments and insurance clami billing 125 00 annual license Everything in ezFrontDesk plus the ability to generate printed or electronic AXE 189 00 annual license Hybrid of electronic patient charts with scans or your existing paper charts Includes ability to print electronic Ass 199 00 annual license A full featured EHR systern designed tor optometrists and ophthalmologists Includes creation of printed or er s ezScriptWriter JezScanYourCharts Below are some of the miscellaneous functions you may need from time to time in the software 2011 Iccomplish Inc How Do 1 131 Database Switcher If you are using more than one database for example you travel between two offices and prefer to have separate databases or you work part time doing nursing home visits then the ezDataBaseSwitcher will allow you to change between databases with ease The primary requirement is that the databases are kept in separate folders whether on different computers or just different folder names For example you could have a laptop with two databases one located at C ezHW_Data_MainOffice and the second at C ezHW_Data_SecondOffice To utilize both databases setup two databases by clicking the Manage Database List gt New button sequence Then by changing the database in the dr
119. ocal computer or the network m Path to primary database NOTE On your primary computer this path is typically Chez Data On networked computers it will vary RESET DATABASE LOCATION Use this button to reset the database path and have the Clear Database Path Clear Database Path software show the Networking and Startup Wizard E NETWORKING NOTES The standard ezHealthvVare database is named ezDB dez usually in the C ezHVV_Date folder Each of your computers should be pointed to this database the easiest method is to mount the server directory asa dre on each of the network computers See the section on networking in the setup manual or click the Network Tutorial button below de Network Tutorial lt Database Manager Y Okay X Cancer 4 3 Reset Passwords If a user has lost or forgotten their password you can reset it with this utility Alternatively you can reset all user passwords at once 2011 Iccomplish Inc 154 ezScriptWriter User Manual i Password Reset Tool NOTE Resetting the password s sets the password equal to the username The user must then change it the next time a logon attempt is made Example for user Joe Smith reset password will be jamith Heset Option Reset ALL user passwords f Reset a specific user LI ser idoktor 8 yA oar X Cancel When the password is reset the new password becomes the same as the username So user idoktor will
120. oduct is licensed not sold Subject to the condition that you are in compliance with the terms of this EULA a you may install and use one copy of the Software Product or any prior version for the same operating system on a single computer for use by a single simultaneous operator and b you may install a single copy of the Software Product Strictly for your own personal use on one portable computer owned by you No other use copying or distribution of the Software Product is permitted You may not rent the Software Product nor may you offer use of it to others through a service bureau or application service provider If you are installing this copy of the Software Product as an upgrade update patch or enhancement of a prior release of the same Software Product which was installed on the same computer your rights under the prior license agreement for the Software Product are terminated and all of your use of the Software Product including its prior versions are solely under the terms of this license agreement Limitations Except to the extent such a restriction is unenforceable under local law you may not reverse engineer decompile or disassemble the Software Product The Software Product is licensed as a single product and its component parts may not be separated for use on more than 2011 Iccomplish Inc Software License Agreement 167 one computer You may not modify amend or create derivative works of the Software Product
121. on the stick drive 6 Now you can enter data normally on your laptop for instance working in your exam room right on the laptop 7 When your network is operating again you need to copy the database files back on to the server Be careful that you are copying FROM the usb drive TO the server 8 Restart computers on your network and they should be back to normal operations 2011 Iccomplish Inc 16 ezScriptWriter User Manual 6 Software License Agreement This ezScriptWriter Software End User License Agreement EULA is a legal agreement for the ezScriptWriter Software Product in which this EULA is contained which includes computer software and may include associated media printed materials and online or electronic documentation collectively the Software Product between you and ezScriptWriter Software ezScriptWriter Software By installing copying or otherwise using the Software Product you agree to be bound by the terms of this EULA You must indicate your agreement to be bound by the terms of this EULA by pressing the ACCEPT button on the Software Product s installation program or else you will not be able to install the Software Product If you do not agree to the terms of this EULA you may not install or use the Software Product you may however within 30 days of your initial purchase of a copy of the Software Product return the entire copy of the Software Product including all computer media pack
122. on when you don t have time to record a message but need to send a call out quickly Lil mdi the Cia Mig Cade Cantos Panel AL Coe Demonio deca propos Create as mary greetings as you want and keep them in your Listen to your recondina edit it or delete it rom your aat Gane H try pace ey Tite CON Meca ne FAL PU EST Anna Tn Verrine 20063 Fiii 3 LP Ae Tag Pal CST Frig por Ale ratte Fame Epara A pees 3 ar LOS Faia ET Trade Bannio Pati Rarmnder itiga od a perc mA 1 1E PU eT Tarna B Day Pa Wie have 3 easy ways to create new greetings Over the phone Lion a WAY Me or using a Tet2Speech tool Read above for details on how they wart Bie Tat PEST Tomada Waning Wet hare Cf rer test Vos gar Paura Greim Ti Posse Select E Detailed Call Reports After your calls have been sent out you can receive complete breakdowns of your call status You ll be able to see which calls were picked up which ones went to voicemail and if there were any numbers with problems such as invalid or disconnected phone numbers You can even download your call reports into a spreadsheet O 2011 Iccomplish Inc How Do I 117 detailed Information of your entire cal includina the results visal breakdown lie answers voicemail and other call results K CL he Sehr Or Ketan unies Calla MH SSL CM ie same M vr
123. op composition Disable display scaling on high DPI settings Poilege Level Locked Chart If you attempt to open a chart that has already been opened by yourself or another user the Locked Chart warning appears A problem may occur when a chart was opened and the software crashes leaving the chart still marked as open If this is the case then it is safe to use the Unlock Chart button If you are unsure or another user may possibly have the chart open it is best to check with other users before attempting to unlock the chart O 2011 Iccomplish Inc Troubleshooting Problems 163 MM Locked Chart a EX Locked Chart Notice WARNING THE chartis n use by another user In order to prevent loss of data or damage to pour database the record ls LOCKED IF vou are absolutely sure that the other user no longer haz the chart open for instance if ther computer crashed then pou may select UNLOCK below Locked by user File locked by User Pedigo David J DateTime Locked 32011 7 45 24 PM Computer INSPIRON 1 705 USER Cavid Pd D X cv Uninstalling the Software 1 In the Windows Control Panel click the Add Remove Programs icon 2 Find the entry for ezScriptWriter and click Remove 3 Navigate to C Program Files and delete the entire folder ezHealthWare NOTE This does NOT delete the patient database To delete the existing database use the topic Instructions to do a Fresh Start with empty patient da
124. opdown you can alternate between the two e WARNING Be sure to close all ezScriptWriter modules on this computer since any running modules will crash if the database path is changed while running Use the ezForceClose utility if necessary Otherwise possible database damage could occur ezDatabaseswitcher ezDatabaseSwitcher DATABASE SELECTION UTILITY Use the Database Switcher if you hove multiple databases Tor instance several practices you work at that each have a seperate database Each ezHealth Ware database is valid Fora single clinic location but if you travel between sites you can easily switch between clinic databases using this utility Current Database Testing Local Drive Database 7 Manage Database List Physical Path to Database E ezH W_DrataSezDB dez NOTE Be sure to close any open ezHealthare applications before oa changing the database location Otherwise data may be lost El Set as Current Database x Cancel Backup Status Bar The last backup date is presented at the bottom left of the screen If it has been a few days since the last backup you will see it appear in red Database Switcher Getting Help ia The quickest way to display the help is to press F1 If context sensitive help is available it amp will be displayed automatically Most of the screens in ezScriptWriter have a Help button that displays relevant information 2011 Iccomplish Inc 132
125. ou are setting up a client computer on a network 4 Click Next The Registration of Software window displays momentarily and then the Create New Database Utility window opens 2011 Iccomplish Inc 2 ezScriptWriter User Manual CLICK HERE TO CONTINUE gt Setup New Database 5 Click Build New Database The system builds your database and displays a completion message once the database is created Al a 0B Database Creation Tool AF ezHealthWare First time Installation Database Creation First time Database Creation Utility We will now create an empty database to begin using the ezChartVriter software forthe firsttime This may take several minutes Fora network setup make sure that you are running this wizard on the primary server the fastest computer on your network is preferred Please see the networking section of the user manual for help on making the database visible to other computers on your network Where do you wantthe database located C ezHw D ata E Reset to default location wy Build New Database JE Cancer 6 Click Next The Registration of Software window displays 2011 Iccomplish Inc HH Software Repistrati n Software Registration Utility THIS PRODUCT 15 LICENSED TO Unregistered User TRIAL VERSION DATABASE SERIALH 69925 644F6 FO489 1 90 77 BCS6C MODULES ezClamBiler ez ppiScheduler ezHecallManager ezl ata achats Wae make our software freely availabl
126. p a call to a group of people in minutes Follow the three steps below 2011 Iccomplish Inc Step 1 Create a new message to be played to your callers Or if you have used the system before WOU Can choose from one of your Step 2 Sep 3 Create a list of people you d Lastly you SEM select a few lle to send your call Gut to call options for this call such as You can send calls to our the Caller ID display info Then Sting Gael Is or create weed CHE to send the call right now ss Ora dale amp time of your chains Fa Tai T Pen Manage Your Contacts From your My Contacts tab you can easily add remove and modify your call lists Our call group features make it easy to manage multiple calling lists from one account lists from one account Add maw contacte bo your list quick A easy You can add then lndMalualy or copy and paste ii a group of phone numbers You me also import contacts 4 from an Excet or CSV lle Organize your contacts into call groups to keep em seperated Make cats to Individiet grows Or ail your groups with ease My Contacts ol Vaig AS My Contacts 13 Corincia CA 015 tem Ct Ce Guay ED pita Lu Ema Peg LH leks 05650d0a A 0004508105040 000 5000 a E Law Nar er E 5501 555 191 Z MH C jara EN 555 113 E L Cra ian 02015241741 jan eer ones co F x 1 Spe Fn OA ivre didide cone bod EJ mia Eimi 000114215
127. port Patient Demographics Escel or Test Format Esport Reports hs e to POF or Microsott Word format 9D D nen X cance There are two options for Importing Data e Import Patient Demographics text fil Import Office ate Database demographics only 1 Importing from a text csv comma separated values file This option works with files that you create by exporting to text format from your current software 2 Importing directly from an OfficeMate database This pulls the patient demographics only Using the Import Wizard The Import Wizard helps you quickly and easily populate your new database with existing patients It is however a basic tool It will import patient demographic information such as name address telephone DOB insurance info and other identifiers The wizard requires the data to be in a standard text format such as CSV comma separated values or tab deliminated The current version of the Import Wizard will not allow you to import EMR or billing information This type of data is too complex for the Wizard smart as it may be If you wish to populate your new database with more detailed information from your current practice management and or EMR system please contact Tech Support at support ezscriptwriter com for details and pricing on database conversion services 2011 Iccomplish Inc How Do 1 121 If you get errors or have other problems importing your patient data it may be necessary
128. ptions by logging in as the Adminsitrator and clicking Admin Settings gt Software Account For detailed information regarding how to buy a software license visit the website order form at www ezscriptwriter com 2 4 Hardware Requirements We highly recommend that you use a computer system with more than the minimum requirements to improve performance and speed Also the choice of network greatly impacts the speed at which you can access the database Wireless networks should only be used for light duty workstations You can find up to date information about system requirements by visiting our website located at www ezscriptWriter com Before you start using ezScriptWriter you should have a working knowledge of your PC and your operating system The software is designed to operate under Windows XP 2000 2003 You should know how to use a mouse keyboard the standard Windows menus and commands and how to open save and close files For more information consult your Microsoft documentation To use ezScriptWriter successfully you need to a printer preferably a Laser printer although an inkjet will work And of course you need a computer that is capable of running ezScriptWriter A network setup is very desirable as this will allow frontdesk staff to enter the basic patient demographics and to print letters for patients at the front counter Recommended Paper No Security Features Weyehaeuser 20 Ib pre perforated copy paper at 5 72
129. r to indicate that you do not know the letter Just press the Enter Key to quickly start the search OPEN CHARTS amp Ehagluak Carn D p Sample Jos Quex de Enter partial patient name to find a patient quickly If you wish to search by Chart Number simply enter the number you are searching for and the matching patient will be displayed Examples 2011 Iccomplish Inc How Do 12 33 Imagine we are trying to quickly pull up Margaret Smith while trying to type the minimum number of letters We could try it each of the following ways The best method is to enter two letters of both first and last name _ Would find the following ad ar pi Al padel e ea Encouniers i HH Smith Margar t 001001 ROM AK Medicaid ACS D32600 Pedigo Davie J EA Smith Marlene 000264 oe 0 Premera Bluecross Pedigo David Smith Melody BU A CSF 2009 Pedigo Csvid _ CE Sith Myrtle Ml OOOT4 je somme First Health Services 08 24 2008 Pediga David b o E E a a Me od ina Would find the following ls Encounters LS Demographics ATEYTCYOTETFYETHY TPT KT LYM YN Oy PY oR sy Tey vw xy Y Found Last Name First Mame MI PatiD DOB Insurance Last Exam Physician Mame de pa pus ie ce soc hs TS CAOS ee te pt Alan En te Sheldon Marie R 001203 es 05 252009 Pedigo Daria y Shield Mars 000353 9 Regence Elueshield 03 24 2009 Pedigo David E Smith Margaret 001
130. r right hand side if it is an existing insurance from the drop down list which you select in the Patient Demographics screen lf you mistype or hand enter the insurance name it can t be matched to an existing insurance company in the database 2011 Iccomplish Inc 164 ezScriptWriter User Manual If you wish to add or edit an insurance company use Main Menu gt Program Settings gt Insurances in ezScriptWriter or within the ezClaimBiller module you can use the top menu Options gt List of Insurance Plans Dealing with a Total Network Outage 1 Keep a 4 GB USB stick drive handy empty 2 Keep a laptop computer in the office with the newest version of ezScriptWriter installed But don t run the software yet since it doesn t have a database to attach to yet 3 When you have a network emergency use the USB stick drive to copy the database folder from your server to the stick drive You need to copy the five files that end in dez to a folder on the stick drive you create called ezHW_ Data 4 Once the files are copied insert the stick drive in your laptop 5 Start ezScriptWriter on the laptop If it s the first time run it will show a setup screen and as whether you ve installed before say YES and select Find Database Link to the files on your USB drive If you have run ezScriptWriter before on this computer it will open to the blank database Simply click Switch Database on the main screen and select the location
131. rights under this EULA at any time if you fail to comply with the terms and conditions of this EULA Upon termination of your rights under this EULA for any reason or upon termination of the EULA itself you must destroy all copies of the Software Product and all of its component parts in your possession including all component parts the media and printed materials any prior versions and this EULA The terms of this paragraph shall survive any termination of this EULA Transfer You may permanently transfer all of your rights under this EULA except if your rights are in an Evaluation Version provided you retain no copies you transfer all copies of the Software Product including all component parts the media and printed materials any prior versions and this EULA and the recipient agrees to be subject to the terms of this EULA Upon the occurrence of such a transfer your rights under this EULA terminate immediately Limited Warranty The warranties and disclaimers described in this paragraph are collectively the Limited Warranty ezScriptWriter Software warrants to you and only you that the Software Product will perform substantially in accordance with the accompanying documentation if any for a period of ninety 90 days from the date of original purchase of a license to the Software Product from an authorized retailer or directly from ezScriptWriter Software or the date you have obtained authorization from ezScriptWriter Software or
132. rts are ignored when creating real reports 2 The default sample patient can be closed even with open unsigned reports Rx s Normally you can t close patient charts if there are unsigned items 3 Tech Support will have you test with this patient WARNING Do not delete the Joe Sample patient Simply close the file by right clicking and selecting Close Navigating the Program The Main Screen of the ezScriptWriter is divided into two primary sections the left side section is the Button Menu and the right side is the Open Active Charts List Much like in a paper based office charts can be created and opened When in opened status they display in the Open Charts To avoid confusion the term Charts relates to the patient demographics and Encounters relate to an exam chart 2011 Iccomplish Inc Active CHARTS u i 4 Chagkak Cann D 2 Create Ner Chai ni Open a Thait cangia Joe pe Search fot Fater Patient Reminders F HingModue 5 Appt Scheduler my Recall want gt Impol Export E Special Funchars Program Satin fl Inetnuniest Lik H Free Piesciteng Up Soare Vernon Chart Options Close All Signed Charts O rosou x ua a SATARARE Ces Bso Ba itii inene e PSE Open Charts Section When you are doing work on a patient s Chart it usually needs to be in open status By double clicking on the patient name you open the Encounter List for
133. s Pending Delivery 2 Deleted lterns 3 4 4 User Groups You can group together users e g Staff part time doctors receptionists so that Reminders can be sent only to the members of that particular group 2011 Iccomplish Inc 82 ezScriptWriter User Manual 3 Create Group amp User Group Lists Mame of Group New Jelete Hodily Available Users Current Members of Group To create a group click New then enter a unique name for the group Then click the names of the users to include and use the arrows to transfer to the Current Members of Group list 3 5 Special Functions The Special Functions menu allows you to perform various housekeeping functions on the database manage report templates and rolodex names report bugs and check for updates and query the database O Special Functions Menu Database Maintenance Backup Database Compact Database Software Maintenance Report Bugs Check for Updates Data Management Query Statistics Encrypt Compress Reports Miscellaneous Functions Report Designer Rolodex Utility O 2011 Iccomplish Inc 3 5 1 Database Maintenance The Database Maintenance menu allows options for maintaining the health of your database Database Maintenance Backup Database CompactiRepair Backup Database Compact Database 3 5 1 1 Backup Database Utility to create a compressed backup copy of ezScriptWriter s date files We recommend that you
134. s name 2011 Iccomplish Inc 3 3 4 To View a Sticky Note If a patient has a Note icon simply click ONCE on the patient name to view it You can also edit or delete the note or click the View FeeSlips Claims button to open the Encounter List DE fence Tm Ens click once to view note gt Encounter List Note Icon The Encounter List is the main dashboard for vewing patient encounters including Reports Rx s and scanned attached documents You generally arrive at this screen by double clicking the patient name although you could also click the Encounters button on the Patient Demographics screen 2011 Iccomplish Inc 52 ezScriptWriter User Manual sample Joe E Mame Sample Joe E 3 E Chari 000001 3 Al DOB 12201977 l All Pages Encounters Rix Reports Notes Provider Doktor Irak Type Date Status Description Provider Add Mews Couble click to add new Encounte gr Note 3 30303 3 JERAM 03710 2008 PENDING 74346 Congenital Anomalies OF Shteriotr Chamber Combi Doktor Ima K IR 03102008 PENDING Med Ae Tobrades Doktor Ima E MOTE 0242722008 FINAL Consult Report Doktor Irma E DRAWING 022322008 FINAL Fundus Fight Eye Drawing okto Irak Fix 2122008 PENDING Spectacle Ax Doktor Ima E Ars O27 122008 PENDING CLAS AV Ady for Seta Doktor Ima E There are several tabs across the top of the Encounter Screen to help you navigate to the correct item You can double click the lt
135. scriptive title Report Body Type O Based on previous report Blank report po When the report whether new or editing an existing report opens you will be in the Report Designer mode The Designer looks and acts just like the regular report vewer with just a few important differences The first difference is that the data you are working on is a Template from which your other reports are built As such the Template needs to be told what data to display 2011 Iccomplish Inc Lory Eu d past his po cat a ci Lens Fs Ag a In addi la Forms EEG Cotespondence FS HE Exam Reports pl EI Handouts nfoSheets ations Curl HEJ Mise Reports drug aller fy Give the new pan a cid le title 4 Ste nine Contact Len Ju Es ye ar Expr iva tion BTC rye Report Body Type PRES pui lecgeneratl 3 Based on previos 1e port Blank report it E tory Consultation Form Contact Lens FAG Contact Lens Follow Up Agreement Contact Lens Order Form Contact Ay 1 pear Contact Ax Tyr Ew Contact Fix 1 pr without FU There are three types of data you can insert into your template Static Text This is text that does not change and will be included in every report of that type Examples include headings and labels such as Date of Exam and Report of Findings You create static text by simply typing text in the Designer just like a work processor Dynamic Text aka Fields These are special
136. se of this Selecting Rows and Columns By clicking any cell and then choosing from Select table row or Select table column in the Table menu or the Table toolbar you can select the whole row or column that includes that cell This command is useful if you wish to change the font attributes colors etc of all cells in the row or column or to clear the contents of the row or column You cannot use it to copy move swap or delete a row or column 2011 Iccomplish Inc How Do I 73 You can also select a whole column row or block of cells by click dragging the mouse pointer or by using Shift cursor keys See Editing text in tables To Select an Entire Table Clicking anywhere in a table and selecting Main menu Table Select entire table will immediately select the whole table which can be very convenient if you wish to change the same property for all cells or to hide unhide cell borders for the whole table Table and Cell Borders The right most eight toolbuttons of the Table toolbar determine whether the borders of the cells selected are visible or hidden Click any cell and see which of these border toolbuttons are depressed Clicking any of them again reverses their effect Fig 1 Original Cell 1 Cell 2 Cell 3 Cell 4 This is the original table Cell 1 Cell 2 Cell 3 Cell 4 Cell 2 Cell 4 D Fig 4 Hide borders then Show inner border s Cell 1 Cell 3 This can be reversed by clicking Show borders Cell
137. se various commands to make your reports more legible and attractive Basic Text Editing Navigating the report You may already be familiar with functions of the standard cursor keys for finding your way around reports particularly if they extend over more than a single screen These commands are similar to those used by many word processors particularly Microsoft Word Highlighting text Wherever in the Reports window you happen to be working is where the focus is Selecting an item means to highlight it to let you know it has been selected 2011 Iccomplish Inc Insert and overtype modes Just as in other word processors whether you insert text or overwrite existing text depends on whether you are in Insert or Overtype mode as displayed on the Status bar at the bottom of Report Writer main window Replacing text When you need to replace text simply highlight the part to be replaced then immediately type the replacement text without needing to press Delete Deleting text Press the Delete key to delete a selected block of text or use the Delete or Backspace keys to delete one character at a time Undo and Redo Pressing Ctrl Z immediately you change your mind or realize you made an error will undo most report edits including formatting changes so should always be tried before other methods Press Ctrl Y to redo the changes The Report Writer remembers all your edits from the moment you selected the current node ena
138. son Acuvus Gant ns seu Curve 5 aa 2 25 ars sh E ci A a H 0014 090 0457 000 Ca re sr JAU 100 16 AA SC 100 aoe afp si py Correnil lo rpbescal ecuevadint d eniti AES Tare tundra mitia vela 00 04 Printing the Rx Click the Print Preview button at the bottom to begin the process of printing the Rx F Free ePrescrbing The Rx Printing Options screen displays With this tool you can customize your Rx to the type of paper you are using whether 2 or 4 part Rx paper or just plain paper You can also customize what information appears on the Rx The font of the body of the Rx can also be adjusted Any changes you make will be remembered for next time as the default on the computer you make the changes on only 2011 Iccomplish Inc 5 ezScriptWriter User Manual Select Print Format Rx Printing Options Patient Joe E Sample Rx Date 2 15 2011 Expiration Date 2 15 2012 Onepear C Twoyear Page Layout Page margins gt Prescription Options Top 035 inch M Include expiration date Gb Eh Page tr Me j Include patient address on Ax Leth oa ce iv Include NPE on prescription Bottom 0 35 mich i Include DEAH on prescription Fight 0135 inch if Include State Lic on prescription C One Halt Page Paper size e Eam Letter Font Name Anal it Font Size 10 Custom Width Sea inch Size 5 172 wad Tid h Height FOO inch Change Default
139. ssword you will be prompted to enter a new one Or if you have lost your password enter the code provided by TechSupport to reset the Admin Password O 2011 Iccomplish Inc 2 Reset Admin Password k TE Admin Password Reset Utility Thig utihity will allow vou to either change pour Admin password pol know the existing password ot reset the password to a default value for pour protection this requires a code fram Tech Support NOTE Choose password that 12 both unique and m morable Change the Admin password Current Password Reset the Admin password if you have forgotten your current password Unlock code provided by Tech Support Request Code QA o X cones 3 2 4 FAQ frequently asked questions 23 User Login Fia Questions FAQ s i Ss Administrator User Guide pdf 3 2 5 User Manual pdf Click on the User Guide on the Main Screen to view the printed pdf version of the help manual 2011 Iccomplish Inc ezScriptWriter User Manual 3 2 6 3 3 aa User Login Fia Questions FAQ s pa Administrator User Guide pdf Sample Patient The software comes with a demo patient that you can use to create practice charts reports Rx s and such You can also create your own sample patients however we recommend that you use the default sample patient for these reasons 1 Joe Sample is known to the software for being a demo patient and all reports and cha
140. stl PASS ezlToolLata Preferences PASS 3 12 ePrescribe You can open the recommended ePrescribing website from the Main Screen or from the Multiple Rx Tool A browser window will open note that ePrescribing requires internet connection to function R Free m A Print Preview If you have an existing AllScripts account enter your UserlD and Password to login If you don t have an account yet click the Create an account link to sign up it s free User ID Password Remember my User ip Login i eS a a Once you are logged in you must create a new patient account in AllScripts so your prescription can be sent to the Pharmacy 2011 Iccomplish Inc 13 ezScriptWriter User Manual E Heseni Thin Papar Faint Vie mianga i Peery Ei Aries frols erre Acia maioria ig 0 o Hocad pharmacy Bai Ceti Pirie Herido Pal mitt sta Lise Passe Line EX Taith PS FAS G in l E I Doa Tm 4S b Cago e as iy q ets dr Fast El Ponui hara A Pia Arribas has p Chera jji a Add Once the Patient Data screen appears you will need to upload the patient to the AllScripts webpage Do this by clicking in the Phone field to align the data sequence and then clicking the Insert Patient Data button at the bottom of the screen Add New thairvont Teetar enteng your patients manaaily Click here to raquesta Prachice Management Syster intetace 3 J Pat
141. t ezHealthWare Please select the payment method f Order now via Secure Internet connection pour credit card info is encrypted SA Em 9 206 bt Data Encryption C Generate a paper order form yol eah has mail tous C Launch default browser ho ordet directly from ezChartyy iter Website TollkFres Order 800 497 3599 VoiceMail Only E X Close 4 1 2 Register License Software This is the tool you use to update your license after purchasing Make sure the Primary Practice Telephone is filled in with the phone number for your clinic office This is the number we will use for licensing It is NOT MODIFIABLE once licensed and will display in your as you have entered it If you wish to change it in the future you will have to use the Change Account Number instructions You only need to license ONE time no matter how many computers you have networked 2011 Iccomplish Inc 14 ezScriptWriter User Manual Software Repistration Software Registration Utility THIS PRODUCT 15 LICENSED TO Dr David and Associates TelH 4256451 515 LICENSED You have 3344 davfs l left before pour license expires SIFCCIOSI EE 440 BF S040 4 CFF MODULES ezClaimbiler ezApotS cheduler ezHecalanager ez0atal xchange We make our software freely available and fully functional for testing in the trial version 50 that you can try out all the features and see i realy works for you If you have already purchased a software Registration Cod
142. t Date Hange STEP 1 C Exam Date Range ls temo To 3 31 2010 y Select the date Recall Date Range 37172011 To 3 31 2011 patients to contact Patent Selection Criteria Patientage o Tef Provider JALL W Patient Gender Male Female Ce Both F Emiptoper ALL zi Primary Insurance lb mr Slee ALL Me ay E E if Occupation ALL xi xi xi The patient selection criteria allow you to further refine your Recall List by specifying certain required attributes for example all female patients over the age of 40 This can be useful for marketing outside the standard recall system Step 2 Review the List of Patients After clicking the green next arrow a list of patients found will be presented This list can be further refined and sorted Sort By Sort Order LastName O Zipcode A Ascending increasing LastExam PatientlD Descending decreasing You have the option of excluding certain categories of patients such as those marked inactive or bad address Advanced Search Sort Escludez A A A e m a m a Would pou like to exclude inactive patients rez No Would you like to exclude bad addresses es No To refine your list even further click the Advanced Search Sort button This allows for removal of duplicates from the list for example family members at the same address will be consolidated to one mailing A multi level sort option is also available 2011 Iccomplish Inc
143. t expressly agreed upon in writing by a duly authorized officer of ezScriptWriter Software shall replace modify amend or override this EULA If any provision of this EULA is held to be unenforceable for any reason such provision shall be reformed only to the extent necessary to make it enforceable and such decision shall not affect the enforceability of such provision under other circumstances or of the remaining provisions hereof under all circumstances No waiver by ezScriptWriter Software of any breach of any term or provision of this EULA shall be construed to be a waiver of any preceding or succeeding breach of the same or any other term or provision hereof Our various rights and remedies hereunder shall be construed to be cumulative and no one of them is exclusive of any other or of any right or remedy allowed by law or in equity This EULA shall be governed by and construed in accordance with the laws of the State of Washington USA without regard to its choice of law principles except to the extent the local law of your local jurisdiction requires use of your local jurisdiction s law and shall benefit ezScriptWriter Software its successors and assigns 2011 Iccomplish Inc
144. t you make every attempt to secure your data We recommend you use a password that has at a minimum eight characters and contains a combination of both letters and numbers Passwords should be changed regularly 3 2 Getting Started Open CHARTS pe Sample e E M Create New Chart o Opera Chart Search for Patent i Patent Rermiderz ND ce How do login as a User How do login as a Administrator 2011 Iccomplish Inc How Do 12 25 How do recover a lost password How do access FAQ frequent questions How do access the User Manual pdf How do use the demo patient Joe Sample 3 2 1 User Login When you come to the Main Menu of ezScriptWriter you are automatically logged in However if you click the Logout button or are timed out due to inactivity you will need to log back in before proceeding You have three attempts to login before the software closes The screen you will see will have buttons similar to those below a Administrator User Login After you click the User Login button the following screen appears You must enter your UserName as setup by your Administrator and password You can change your password at any time by clicking the Change Password link Click the Login button at the lower right to complete the login process 9 secure Login s User Login UserName lidoktar Password poes Change Password Use of this sofware means that you have read
145. tabase How to Rollback to Prior Version of Software Starting in version 4 0 and later the software retains the prior version so your can rollback if your have problems for instance your database did not fully upgrade and the new version does not start To switch back you simply need to recreate an icon on your desktop for the old version Navigate to your program folder typically it is C Program Files ezHealthWare ezScriptWriter although on 64 bit systems select Program Files x86 Be sure it is NOT the ezHealthWare 4 0 folder you need the one without 4 0 Now find the file called ezScriptWriter and double click it Alignment Problems with Claim Printing There are two reasons that claims may be misaligned 1 The text is spaced properly but prints slightly offset from the boxes This can be fixed by adjusting the margins with the Alignment tool You will have to use trial and error to move the text up down or right left 2 The problem may be with the font not the alignment On some computers the default system font is proportional and so all the text is squeezed together To fix the issue you must select a different font On the alignment tool select the font Lucida Console or Courier and font size 12 That should fix the alignment problem you can try other fonts if it doesn t but these usually work best Insurance Address Name Not Printing The insurance will only print on the uppe
146. ter Software governing the use of certain ezScriptWriter Software products including this Software Product To the extent that the owner of the computer has entered into such an agreement that specifically states that it governs the use of the Software Product on computers owned by the owner then any conflict between that 2011 Iccomplish Inc Software License Agreement 169 agreement and this EULA shall be resolved in favor of the terms of that agreement but otherwise this EULA shall simultaneously govern your license to the Software Product Third Party Works To the extent that any third party s intellectual property is incorporated within the Software Product you agree that such third party is a third party beneficiary of the terms of this EULA to the extent of the third party s license to ezScriptWriter Software Samples The Software Product may be provided with certain Sample Patients intended to demonstrate use of the Software Product or provide a base starting point for use of the Software Product Sample Forms includes forms templates database records charts or similar items If Sample Patients are provided they are considered part of the Software Product for purposes of this EULA General This EULA constitutes the entire agreement between you and ezScriptWriter Software concerning the Software Product No terms of any purchase order acceptance purported amendment or any document or communication other than an agreemen
147. tered version of ezScriptWriter in excess of the allowed 30 days a window will appear displaying the expiration status of your trial and giving you the opportunity to do one of the following e Purchase your version of ezScriptWriter with the Purchase Software button or directly via the ezScriptWriter website T Purchase Software Howl e Register your version of ezScriptWriter by using the online activation or CD ROM you once you have purchased your license s or e Exit the unregistered program You can also find the Purchase Register options by logging in as the Adminsitrator and clicking Admin Settings gt Software Account Once you register ezScriptWriter you will notice that the View Licenses menu of the Administrator screen displays your serial number and registration status The registration Web page where you can purchase and register your ezScriptWriter software is located at www ezScriptWriter com order htm If you have more than one clinic location each will need to be individually registered since each will have a separate database and account number which is the practice telephone number You DO NOT have to purchase a license for each computer and or user we license only the single clinic location 2011 Iccomplish Inc Overview of ezSoriptWriter 15 2 3 How to Purchase We recommend you use the internal Order Form built into the ezScriptWriter software You can also find the Purchase Register o
148. ters Click Next and the wizard displays a progress bar indicating the status If you did not select the Close the wizard after the files have been written check box then a final dialog box opens asking if you d like to make an additional copy of the same files Restoring Database Files Navigate to the folder you originally created to save your backups and open the backup file it will have a name like Backup090110xxxx zip The numbers are a date time stamp so this example would be Sep 1 2010 Once you have located the most recent backup usually in the C ezHW_Backup folder on your primary computer but that location may vary then you need to uncompress unzip the file Right click the file and select Extract or just double click the file in most versions of Windows this will start the uncompression feature Once the folder has been extracted you will see five databases each end in dez extension RE LE COR DS ae ee RU as a hi T E nar Y BS A Ru Ne A betads tado t022100950 4p 65 55 0S Are archive 1022 2010 9 50 AM idoia Ep 63 702 arc ZIP archive 10 23 2009 8 04 Pl erHW Backup Ge Backup 102519 1609 40 07 055 5 Are cP Ave 10 25 2010 PH Pie Folder fade 02609 1025 25 64 020 08 re IP Archive 10 36 2009 10 25 AM Date Modified Tuesday ia 02092118 10 103 Are ZIP Archive 10 27 2009 9 18 PM November 23 2010 1225 PM qe Edo 1030090015 p 10 13555 Lyc ZIP Arches 1030 2009 12 15 AM fader 10000220 64808
149. the Paragraph toolbar Enclosing text in table cells Just as in HTML pages you can compartmentalize text in individual cells of tables for greater control when combining text and images These advanced methods are discussed in Tables Inserting Items into Your Text The Insert menu Frequently reused text also known as boilerplate text can be copied to the Windows Clipboard see Copying and moving text then pasted in where needed Tables To insert a table where required click Main menu Table Insert command See the Tables section 3 3 4 3 1 1 Using Images Images Since images may occasionally be required ezScriptWriter allows you to display images alongside text Images can flow with the text or be anchored to the page To Insert Images Inserting images is very easy You can do this by cutting and pasting them from the Windows clipboard although we recommend that you use the Insert command to select the appropriate image s from image files already stored on your computer 2011 Iccomplish Inc amp ezScriptWriter User Manual er heer Hecort Preview Lethe for PCY Diehbebicy CP Pe Est vim doma Perma Table Window Vel Cae Sl te i MIS TEE Fiapo Diapason R s f oomi tes A Monreal PESAR TOMA dE Z Obha i Page Eraak je 2 y Els E Find an image you would like to insert into your report and note its location in Windows Explorer Right
150. the Tab key but stops at each character Similarly the Left arrow key follows the Shift Tab key The Up and Down arrow keys move up and down columns Note that if you start from outside a table the Down arrow key will move down the leftmost column and the Up arrow key will move up the rightmost column 2011 Iccomplish Inc Moving Text Columns and Tables To Move and Copy Text from Cell to Cell The destination cell need not be an adjacent cell You can move text anywhere within the table Alternatively you can copy or cut a highlighted block to the Windows Clipboard and paste it in This can be handy if you need to paste the same text into several cells 1 Highlight the entire contents of a cell using the cursor keys or the mouse 2 Drag the highlighted block to the destination cell NOTE If the destination cell is not empty you can use this method to insert the block into existing text To Move a Column or Row You can only move one cell at a time using the method described in Moving and copying text from cell to cell you cannot move a whole column or row For this reason you should plan your layout carefully before creating the table However you can achieve the same end by inserting a new row or column in the destination position dragging the contents of each cell in the original row or column across to it then deleting the original You can also copy one or more highlighted rows and paste them as separate tables rearra
151. the license files not the folder itself into your database folder typically C ezHW_Data Then click the Import License File button so the license updates 4 1 3 View Licenses The View Licenses screen allows for a review of existing licenses and the expiration dates Note that ezScriptWriter will begin warning you about 30 days before your expiration date that you license is due for renewal 5 Software License Status e View Software License Data Account Details Licensed Telephone 4256451548 Customer ID DDBOFF61 DF75 442F 86E 2 505FF 997 7380 Dr David and Associates Practice Tel 4256451515 LICENSED You have 3344 dav s left before your license expires SERIALES FEC 1057E E440B F3048 L FF Lic hsed Products Module License Type Expiration Date ez chart iter Standard License 412020 ezLlambiller Standard License 220771 ez ppis cheduler Standard License Sar 201 ezHecallM anager Standard License marant ezDataE wchange Standard License Bere Revision Log yal j Reset License The Revision Log button will display the current list of available upgrades for the software if applicable The Reset License is only used when directed by Tech Support to reset your licenses in the case of error or other issues 4 1 4 Change Account Number To change your Clinic Telephone number which serves as the Account number and is part of the license file you must follow two steps Build Email Data 2011 Iccomplish
152. tification of Privacy Policy 7 HIPAA Notice of Privacy Practices read and understood E Acknowledgement on file PHI Disclosures Patient Health Information disclosures can be tracked on this screen Each time the patient or an outside entity sends a record request you should use the Add New button to record the event You can print the Disclosure list when if a patient requests to know who has requested PHI Be sure to click Save on the Patient Demographics screen to finalize the data PHI Disclosures Date RecipientiofRenods Feason for Disclosure Recorded By Auth Re 1117 2009 Dr Bey Dedngelo MO Provider Request Doktor Irma E E 2 ap Add New Punt Disclosure List Health Information Disclosure Log Patient PHI Disclosure Recipient Beason Provider Request E 1 2772011 By Pedigo David d OME Privacy Requests any specific privacy requests can be noted here 2011 Iccomplish Inc 4 ezScriptWriter User Manual Patient Specific Privacy Notes Requests Co rot ove inte out to aryonel Acquisition Date the original date the patient was entered into the database or otherwise acquired by the practice Recall Date the date the patient is scheduled for recall visit AecalDate 0841 2010 Original Patient Acquistion Date 02 12 2008 Patient Notes oe e aoe Par LE LL Bo i ani Lis Free Text Notes any sort of billing or personal notes can be entered in this
153. to find and display the image Click Clear to reset to blank image NOTE Patient photos display in the Main Module when you click the patient name once Race Ethnicity few CE CA PA COME C 5A CPF NA a Other or M4 Custom Fields up to six custom fields can be created for inclusion in the patient demographics Once you create a field name it CANNOT be altered This is to prevent data mixing e g you create a field called email then want to change it to cell phone but the original data remains If you wish to change a field you can only create a new one and stop using the old one Custom Fields can contain nearly any data Examples can include Cell Phone Facebook ID Nursing Home Facility Prior Chart etc Custom Fielde Cell Phone 425 393 2323 00 clicktoedit gt saliek to edite fo lt click to edit gt dick to edie ciekto ed 0 Chart Alerts for important chart information that you wish to flag The Alert icon will display at the top tab when you open the Patient Demographics alerting you to the existence of a note The Chart Alerts can be of any nature but typically are special circumstances such as allergy notifications or collection accounts 2011 Iccomplish Inc Chart Alerts Patient has a large outstanding balance referred for collection A PCN Allergyl Notification of Privacy Policy checking the HIPAA box on first Demographics screen auto checks these two boxes No
154. ttle Practice State Practice Telephone FEA Group Practice TIN Practice Fax 425 776 7300 Po Practice Email po Group NPI iF applicable Practice Website ETA OV 0 X covet User Details The Administrator can manage the various users including him or herself You can Add Edit or Delete users although making an existing user inactive is preferred The security levels and basic information can be edited on this screen Every user will have three required settings User Type The user type can be either Staff or Provider A staff member is someone who does not provide direct patient care a provider is classified as someone who does provide direct care doctor nurse tech In some cases you may wish to limit lower level providers to the Staff category to restrict access to Rx creation although many features can be blocked by setting the proper security level Security Level Security Level can be set by clicking the Security Level on the User Details screen 2011 Iccomplish Inc 148 ezScriptWriter User Manual HE User Details did Edit User Details User Details First Name M Last Name Degree lima ik Doktor 0D Title Fosition D Tope D Numbet lt CtherlD1 EQ w cc u State LicH Other D2 14883 OthelD3 w 4 DEAH m Security Settings 7 HEIN UserName fidoktor Change Password aana on Level10 User Type 1304993948 Ep Provide for your cline The Security
155. understood and agreed to the user license Click HERE to view the User Agreement Allights reserved A Losin X Cancel 3 2 2 Administrator Login Once you have logged out as a user you can re log in as the Admin Special features are available for the Admin including the ability to create user accounts set security levels and manage the software account 2011 Iccomplish Inc 2 ezScriptWriter User Manual a3 User Login Administrator WARNING Be sure to Log Off of the Admin account when you have completed your work 3 2 3 Lost forgotten passwords NOTE The first time a user attempts to login the default password is the same as the assigned UserName After the first sign in the User must change the password Via User Change Password The User can change their own password after clicking the User Login button only if they remember the password if not see below for details on resetting the password of a user A Secure Login 23 User Login User ame doktor e Password HERRIA T Dac Lhane Pass Word Lise of this software means that vou have read understood and agreed to the user license Click HERE to view the User Agreement Allright reserved y Login XE Cancel Enter the old password then create and enter a new password The software will not allow you to create a blank or single letter password If you mis enter the password s you will be prompted to try again O 2011
156. w memory The MOST common cause of crashes of the software is due to low memory If you are running the software and getting persistent errors that don t seem to have a pattern ask yourself if you have 1 2 or more charts open at once and 2 less than 2 GB of RAM If so upgrade your RAM You can also increase the size of your Virtual RAM This allows you to simulate RAM by using your hard drive to store the data that would be on the physical RAM Steps to Increase Virtual Memory Under the start menu go into the Control Panel Double click Performance and Maintenance and then on System Under the Advanced tab click on Performance and then on Settings Where you see Virtual Memory shown click Change Click on the hard drive where your OS is installed this is where your paging file should be Once you have completed all of this check the Custom Size checkbox Now you are able to input how much memory you want to save for virtual memory There will be two fields there the first one is called initial and the other is called maximum If you want the best performance out of your machine you should set these the same as each other o N O Vista Compatibility We recommend Windows 7 Professional or WinXP for all our software products Win7 can be either 32 or 64 bit systems In many instances our software runs perfectly in Windows Vista But in some situations there may be minor or even major malfunctions This is

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