For additional assistance, please call the Help Desk Searching 1. If a Search window does not appear...

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For additional assistance, please call the Help Desk Searching 1. If a Search window does not appear after logging into the system, click the Search icon or click File, Search from the menu bar. Automatically displaying a Search window upon logging into the system may be set in your User Preferences (see section on User Preferences ). 2. Under Basic Search, choose your search criteria (for example- MR#, SS#, Patient’s Last Name). You may use % or * as wildcards when searching for a name or MR#. 3. Click Search. Patient search results will appear. To sort your search results, click the header of the desired column. The number of Search Results displayed may be set in your User Preferences (see section on User Preferences ). See section Search Results Icons to help choose the desired record. 4. Check the box next to your patient’s record to add them to your work list. Click OK. A work list is a list of patient records you wish to review. It is on the left pane. You may view documents in two different views- Category or Visit by clicking either icon. Viewing Documents 1. In your work list on the left pane, click on either the Visit or Category View button. The Visit View is sorted by visits. The Category View is sorted by document categories (see section View Icons ). 2. Click the Patient Level__ or Document Level___. The associated image or properties will display on the right pane. 3. A table of reference is included showing icons that will help you to customize the viewing of your image. Comparing Documents You may compare two documents at the same time. 1. Select the first document. Click on the Action menu, and click View in New Window (a new window is displayed). 2. Go back to the work list to select another file to view (the first document is minimized on the taskbar). 3. Restore the first document, and arrange the window to see both. Printing Documents Patient requests for information should go through Medical Records. Printing should only be used for your own purpose. 1. Under the Category or Visit View, right- click on the desired document, and click Print. 2. Enter any print options, and click OK. Audit trails will be kept of when and what you are printing. Creating Search Sets If you are constantly performing the same searches, you may save those searches, so that the criteria is already predefined. 1. From the File menu, click Search. 2. Select the criteria for your search, and click Save As . 3. In the Save As Search Set window, type in the name of your new search set in the Search Set Name field. Click Save. 4. In the Search Criteria window, check Default to save it under the search set. Click OK. To run your search, click the Search Set drop-down menu on the main toolbar. From the list, click on the desired search. Creating Document Sets Creating document sets allows you to filter out documents or charts that pertain to you. For example, if you work in Cardiology, you may set it so that you only see those documents that belong to Cardiology. You will run your search through the Search window. 1. From the Tools menu, click Edit Document Sets, and click the folder next to your name. 2. Click Add. At the top, name your Document Set and type a brief Description. 3. Click New Condition . Set your criteria under the Document Types , Services, and Visit Types sections. 4. Click Save Condition, and click Save Changes when finished. User Preferences User Preferences allows you to set certain defaults in your AA system. 1. To view or modify your preferences, click on the Tools menu, then User Preferences. 2. If you wish to change an option, double-click under My Value along the desired description field. 3. Depending on your preference, select True or False from the drop-down menu. 4. Click OK twice to save your changes. Logging out of accessANYware 1. From the File menu, select Logout of the System. 2. In the Please log in window, click Exit. Navigates through pages of the document Marks a document to easily access (just for current session) Zooms in and out of whole document View the document by full height or width Rotates the document (good for x-rays) Magnifies parts of the document (click and drag) M Search Results Icons Indicates a patient file Indicates a visit Indicates the patient file has been merged with another file Your accessANYware ID/Password ID:__________________ Password:___________________ Changing Your Password 1. Click on the File menu, choose Change Password. 2. Enter old password and new password twice. Click OK. Logging into accessANYware(AA) 1. Double-click on the accessANYware icon. OR In PRISM, you will automatically be logged into AA. Once you click on a document image from your Search results, you will view it in accessANYware. 2. If prompted, type in your User ID and Password in the appropriate boxes. See back page for your User ID and Password. Passwords are not case-sensitive, but should be at least 6 characters in length. 3. Click OK. Only charts less than 5 years will appear if viewing them through PRISM. Closing Windows in accessANYware You must use the Cancel button to cancel a function or close a window in this application. View Icons Sorted by document categories Sorted by patient visits accessANYware is an on-line document retrieval system.

Transcript of For additional assistance, please call the Help Desk Searching 1. If a Search window does not appear...

Page 1: For additional assistance, please call the Help Desk Searching 1. If a Search window does not appear after logging into the system, click the Search icon.

For additional assistance, please call the Help Desk

Searching

1. If a Search window does not appear after logging into the system, click the Search icon or click File, Search from the menu bar.

Automatically displaying a Search window upon logging into the system may be set in your User Preferences (see section on User Preferences).

2. Under Basic Search, choose your search criteria (for example- MR#, SS#, Patient’s Last Name).

You may use % or * as wildcards when searching for a name or MR#.

3. Click Search. Patient search results will appear.

To sort your search results, click the header of the desired column.

The number of Search Results displayed may be set in your User Preferences (see section on User Preferences).

See section Search Results Icons to help choose the desired record.

4. Check the box next to your patient’s record to add them to your work list. Click OK.

A work list is a list of patient records you wish to review. It is on the left pane. You may view documents in two different views- Category or Visit by clicking either icon.

Viewing Documents

1. In your work list on the left pane, click on either the Visit or Category View button.

The Visit View is sorted by visits. The Category View is sorted by document categories (see section View Icons).

2. Click the Patient Level__ or Document Level___. The associated image or properties will display on the right pane.

3. A table of reference is included showing icons that will help you to customize the viewing of your image.

Comparing Documents

You may compare two documents at the same time.

1. Select the first document. Click on the Action menu, and click View in New Window (a new window is displayed).

2. Go back to the work list to select another file to view (the first document is minimized on the taskbar).

3. Restore the first document, and arrange the window to see both.

Printing Documents

Patient requests for information should go through Medical Records. Printing should only be used for your own purpose.

1. Under the Category or Visit View, right-click on the desired document, and click Print.

2. Enter any print options, and click OK.

Audit trails will be kept of when and what you are printing.

Creating Search Sets

If you are constantly performing the same searches, you may save those searches, so that the criteria is already predefined.

1. From the File menu, click Search.

2. Select the criteria for your search, and click Save As.

3. In the Save As Search Set window, type in the name of your new search set in the Search Set Name field. Click Save.

4. In the Search Criteria window, check Default to save it under the search set. Click OK.

To run your search, click the Search Set drop-down menu on the main toolbar. From the list, click on the desired search.

Creating Document Sets

Creating document sets allows you to filter out documents or charts that pertain to you. For example, if you work in Cardiology, you may set it so that you only see those documents that belong to Cardiology. You will run your search through the Search window.

1. From the Tools menu, click Edit Document Sets, and click the folder next to your name.

2. Click Add. At the top, name your Document Set and type a brief Description.

3. Click New Condition. Set your criteria under the Document Types, Services, and Visit Types sections.

4. Click Save Condition, and click Save Changes when finished.

User Preferences

User Preferences allows you to set certain defaults in your AA system.

1. To view or modify your preferences, click on the Tools menu, then User Preferences.

2. If you wish to change an option, double-click under My Value along the desired description field.

3. Depending on your preference, select True or False from the drop-down menu.

4. Click OK twice to save your changes.

Logging out of accessANYware1. From the File menu, select Logout of the System.

2. In the Please log in window, click Exit.

Navigates through pages of the document

Marks a document to easily access (just for current session)

Zooms in and out of whole document

View the document by full height or width

Rotates the document (good for x-rays)

Magnifies parts of the document (click and drag)

M

Search Results Icons

Indicates a patient file

Indicates a visit

Indicates the patient file has been merged with another file

Your accessANYware ID/Password

ID:__________________ Password:___________________

Changing Your Password

1. Click on the File menu, choose Change Password.

2. Enter old password and new password twice. Click OK.

Logging into accessANYware(AA)

1. Double-click on the accessANYware icon. OR

In PRISM, you will automatically be logged into AA. Once you click on a document image from your Search results, you will view it in accessANYware.

2. If prompted, type in your User ID and Password in the appropriate boxes. See back page for your User ID and Password.

Passwords are not case-sensitive, but should be at least 6 characters in length.

3. Click OK.

Only charts less than 5 years will appear if viewing them through PRISM.

Closing Windows in accessANYware

You must use the Cancel button to cancel a function or close a window in this application.

View Icons

Sorted by document categories

Sorted by patient visits

accessANYware is an on-line document retrieval system.