Vision Series RIS Portal User’s Guide AMICAS Vision Series v. 5.

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Vision Series RIS 5.0 Portal User’s Guide

Copyright 2007-2008 AMICAS, Inc. All rights reserved.
Use, duplication, or disclosure by licensee is subject to restrictions as set forth in the AMICAS, Inc. contract. Information contained in this document is subject to change without notice and does not represent a commitment on the part of AMICAS, Inc. The software and processes described in this document are furnished under the contract or nondisclosure agreement. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose other than the purchaser’s personal use without the written permission of AMICAS, Inc. This document contains proprietary information of AMICAS, Inc. The contents are exempt from disclosure to the public under the Freedom of Information Act 35, U.S.C. 552 (6)(4) and unlawful disclosure thereof is a violation of the Trade Secrets Act, 18 U.S.C. 1905. Public disclosure of any information contained herein shall not be made without prior written permission of AMICAS, Inc. AMICAS is a registered trademark or trademark of AMICAS, Inc. All other names and products are trademarks or registered trademarks of their respective companies. RESTRICTED RIGHTS LEGEND: Use, duplication or disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013. AMICAS, Inc.

Date 2/04/08 8/14/08

Revision A B

Description Initial Release for 5.0 Maintenance Release 1

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Vision Series RIS 5.0 Portal User’s Guide

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Table of Contents
Preface ....................................................................................................................................................... vii Chapter 1. Introduction .........................................................................................................................1-1 1.1. Overview of Vision Series RIS Portal.....................................................................................1-1 1.2. Overview of Vision Series RIS Roles and Radiology Workflow..........................................1-2 1.3. Using the Calendar Feature ....................................................................................................1-3 Chapter 2. Getting Started with Vision Series RIS .............................................................................2-1 2.1. Chapter Objectives ..................................................................................................................2-1 2.2. Client Workstation System Requirements ............................................................................2-1 2.2.1. General System Workstations ...................................................................................2-1 2.2.2. Transcription/Physician Review Workstation ............................................................2-2 2.2.3. Digital Dictation Hardware .........................................................................................2-2 2.3. Logging into Vision Series RIS ..............................................................................................2-2 2.4. Saving Your Vision Series RIS Homepage............................................................................2-3 2.5. Accessing the Portal & Navigating within Vision Series RIS..............................................2-4 2.6. Logging out of Vision Series RIS ...........................................................................................2-5 Chapter 3. Work Queue .........................................................................................................................3-1 3.1. Chapter Objectives ..................................................................................................................3-1 3.2. Overview ...................................................................................................................................3-1 3.3. Searching for a Patient............................................................................................................3-2 3.4. Scheduling a Patient ...............................................................................................................3-3 3.5. Editing an Order.......................................................................................................................3-4 3.6. Cancelling an Order.................................................................................................................3-7 3.7. Deleting an Order.....................................................................................................................3-8 Chapter 4. Schedule ..............................................................................................................................4-1 4.1. Chapter Objectives ..................................................................................................................4-1 4.2. Overview ...................................................................................................................................4-2 4.3. Getting Started with Scheduling ............................................................................................4-2 4.4. Creating a New Appointment..................................................................................................4-3 4.4.1. Searching for and Selecting a Patient .......................................................................4-3 4.4.2. Entering Visit Information ..........................................................................................4-6 4.4.3. Adding a New Referring Physician..........................................................................4-10 4.4.4. Searching for and Selecting an Exam(s).................................................................4-13 4.4.5. Searching for and Adding a Physician Practice ......................................................4-14 4.4.6. Editing Physician Office Parameters .......................................................................4-17 4.4.7. Viewing a Warning Message ...................................................................................4-21 4.4.8. Assigning the Initial Diagnosis.................................................................................4-24 4.4.9. Setting the Appointment Using the Appointment Book ...........................................4-25 4.4.10. Using Drag-and-Drop Scheduling ...........................................................................4-32 4.4.11. Completing a Questionnaire ....................................................................................4-35 4.4.12. Selecting an Appointment Date and Time Using the Weekly View.........................4-36 4.4.13. Selecting an Appointment Date and Time Using the Schedule View .....................4-38 4.4.14. Entering the Demographics .....................................................................................4-41 4.4.15. Entering the Insurance Data....................................................................................4-43 4.4.16. Adding a Comment..................................................................................................4-43 4.4.17. Adding an Order ......................................................................................................4-46 4.4.18. Confirming the Appointment ....................................................................................4-47 4.5. Working with the Schedule...................................................................................................4-48 4.5.1. Viewing the Schedule ..............................................................................................4-48 4.5.2. Printing the Schedule ..............................................................................................4-50 4.5.3. Rescheduling Appointments....................................................................................4-53 4.5.4. Cancelling Appointments.........................................................................................4-58
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4.5.5. Forcing Appointments..............................................................................................4-62 4.5.6. Adding Patients to the Wait List ..............................................................................4-66 4.5.7. Blocking Scheduling Time .......................................................................................4-69 4.5.8. Opening Schedule Time ..........................................................................................4-70 Chapter 5. Check In/Out ........................................................................................................................5-1 5.1. Chapter Objectives ..................................................................................................................5-1 5.2. Overview ...................................................................................................................................5-2 5.3. Searching for and Selecting a Patient ...................................................................................5-2 5.4. Verifying Patient Information..................................................................................................5-6 5.4.1. Verifying Patient Information on the Policies Page ...................................................5-6 5.4.2. Verifying Patient Information on the Visit Info Page................................................5-10 5.4.3. Verifying Patient Information on the Exam Details Page ........................................5-25 5.5. Adding, Deleting and Replacing Exams from the Post Payment Information Page.......5-26 5.6. Adding, Editing and Deleting Procedures from the Post Payment Information Page....5-29 5.6.1. Adding a Procedure Code from the Post Payment Information Page.....................5-29 5.6.2. Editing a Procedure Code from the Post Payment Information Page.....................5-32 5.6.3. Deleting a Procedure Code from the Post Payment Information Page...................5-34 5.7. Logging Payments.................................................................................................................5-34 5.8. Printing Arrival Notifications, Routers, and Other Items...................................................5-35 5.9. Checking In the Patient .........................................................................................................5-36 5.10. Scheduling Walk-In Patients.................................................................................................5-37 5.11. Removing No Show Patients ................................................................................................5-38 5.12. Rescheduling Appointments ................................................................................................5-39 Chapter 6. Tech Entry............................................................................................................................6-1 6.1. Chapter Objectives ..................................................................................................................6-1 6.2. Overview ...................................................................................................................................6-2 6.3. Setting the Filter.......................................................................................................................6-2 6.4. Selecting an Exam ...................................................................................................................6-4 6.5. Logging In.................................................................................................................................6-6 6.6. Adding, Deleting and Replacing Exam Codes from the Exam List Window .....................6-7 6.6.1. Adding Exam Codes from the Exam List Window.....................................................6-7 6.6.2. Deleting an Exam Code from the Exam List Window ...............................................6-9 6.6.3. Replacing Exam Codes on the Exam List Window .................................................6-10 6.7. Adding, Editing and Deleting Procedure Codes from the Exam List Window ................6-11 6.7.1. Adding a Procedure Code from the Exam List Window ..........................................6-11 6.7.2. Editing a Procedure Code from the Exam List Window ..........................................6-14 6.7.3. Deleting a Procedure Code from the Exam List Window ........................................6-16 6.8. Starting the Exams ................................................................................................................6-16 6.9. Ending the Exams..................................................................................................................6-17 6.10. Entering Film Information .....................................................................................................6-18 6.11. Adding Modifiers for One Procedure...................................................................................6-19 6.12. Adding Modifiers for Multiple Procedures ..........................................................................6-20 6.13. Adding and Deleting the Diagnosis for One Procedure ....................................................6-21 6.14. Adding and Deleting the Diagnosis for Multiple Procedures............................................6-22 6.15. Completing Tech Entry .........................................................................................................6-23 Chapter 7. Patient File ...........................................................................................................................7-1 7.1. Chapter Objectives ..................................................................................................................7-1 7.2. Overview ...................................................................................................................................7-2 7.3. Adding a New Patient ..............................................................................................................7-2 7.4. Searching for a Patient............................................................................................................7-2 7.5. Viewing the Patient’s Visit History.........................................................................................7-4 7.6. Scheduling an Appointment ...................................................................................................7-5 7.7. Rescheduling an Appointment...............................................................................................7-6 7.8. Cancelling an Appointment ....................................................................................................7-8 7.9. Adding Patients to the Wait List...........................................................................................7-10
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Opening the Patient Files......................................................................................................7-11 Printing ABN Forms ..............................................................................................................7-11 Changing Demographic Information ...................................................................................7-14 Appointment Details ..............................................................................................................7-15 7.13.1. Scheduling an Appointment ....................................................................................7-15 7.13.2. Rescheduling an Appointment ................................................................................7-16 7.13.3. Cancelling an Appointment......................................................................................7-18 7.13.4. Changing the Appt. Status or Reason Fields ..........................................................7-20 7.14. Accessing the Policies Page from the Patient File Page...................................................7-21 7.15. Policies Page Overview.........................................................................................................7-23 7.16. Adding New Patient Policies ................................................................................................7-24 7.16.1. Add/Edit Policies Window........................................................................................7-25 7.16.2. Searching for a Plan ................................................................................................7-25 7.16.3. Specifying Policy Information ..................................................................................7-28 7.16.4. Changing the Policyholder Name............................................................................7-29 7.16.5. Submitting the New Policy.......................................................................................7-33 7.16.6. Viewing Details about Patient Policies ....................................................................7-34 7.16.7. Performing a Quick Plan Registration .....................................................................7-35 7.17. Setting Default Policies.........................................................................................................7-37 7.18. Editing Patient Policies .........................................................................................................7-39 7.18.1. Accessing the Add/Edit Policies Window ................................................................7-39 7.18.2. Editing the Policy Information ..................................................................................7-40 7.18.3. Editing the Policyholder Information........................................................................7-41 7.18.4. Submitting the Changes ..........................................................................................7-44 7.19. Inactive Patient Policies........................................................................................................7-46 7.19.1. Setting a Policy to Inactive ......................................................................................7-46 7.19.2. Viewing Inactive Patient Policies.............................................................................7-46 7.20. Reactivating a Policy.............................................................................................................7-47 7.21. Selecting a Visit Policy..........................................................................................................7-49 7.22. Entering the Authorization and Pre-Certification Numbers ..............................................7-50 7.23. Viewing the Plan Document..................................................................................................7-50 7.24. Entering Accident Information .............................................................................................7-52 7.25. Deleting a Visit Policy ...........................................................................................................7-52 7.26. Accessing the Visit Info Page...............................................................................................7-53 7.27. Viewing Exam Details............................................................................................................7-54 7.28. Entering and Viewing Payment Information .......................................................................7-60 7.29. Deleting Payment Information..............................................................................................7-63 7.30. Transcription Report .............................................................................................................7-64 7.30.1. Viewing and Printing a Transcription Report ...........................................................7-65 7.30.2. Distributing a Transcription Report..........................................................................7-65 7.31. Viewing the Appointment Flow ............................................................................................7-68 7.32. Merging Patient Files.............................................................................................................7-69 Chapter 8. Dictation ...............................................................................................................................8-1 8.1. Chapter Objectives ..................................................................................................................8-1 8.2. Overview ...................................................................................................................................8-1 8.3. Requirements ...........................................................................................................................8-2 8.4. Getting Started with Dictation ................................................................................................8-2 8.4.1. Logging In ..................................................................................................................8-2 8.4.2. Adjusting the Microphone Level ................................................................................8-2 8.4.3. Exploring the PowerMic.............................................................................................8-5 8.5. Dictating Reports .....................................................................................................................8-5 8.5.1. Dictation Page ...........................................................................................................8-6 8.5.2. Selecting a Patient.....................................................................................................8-7 8.5.3. Procedure Code Window...........................................................................................8-9 8.5.4. Viewing Prior Procedures and Reports ...................................................................8-10 8.5.5. Selecting Procedures for the Current Report ..........................................................8-12
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8.5.6. Generating Normal Reports.....................................................................................8-13 8.5.7. Dictating a Report....................................................................................................8-14 8.5.8. Adding to an Existing Voice File..............................................................................8-18 8.5.9. Adjusting the Microphone Settings..........................................................................8-21 8.6. Creating Addendums ............................................................................................................8-23 Chapter 9. Transcription .......................................................................................................................9-1 9.1. Chapter Objectives ..................................................................................................................9-1 9.2. Overview ...................................................................................................................................9-2 9.3. Requirements ...........................................................................................................................9-2 9.4. Configuring the AutoCorrect Options in Microsoft Word....................................................9-2 9.4.1. Word 2003 .................................................................................................................9-2 9.4.2. Word 2007 .................................................................................................................9-4 9.5. Transcription Page ..................................................................................................................9-6 9.6. Adding Templates....................................................................................................................9-8 9.7. Editing Templates ..................................................................................................................9-10 9.7.1. Deleting Bookmarks in MS Word 2007 ...................................................................9-15 9.7.2. Deleting Bookmarks in MS Word 2003 ...................................................................9-17 9.8. Activating a Template............................................................................................................9-22 9.9. Making a Template Inactive ..................................................................................................9-25 9.10. Filtering and Selecting a Patient ..........................................................................................9-27 9.11. Reports Window.....................................................................................................................9-29 9.12. Selecting the Report..............................................................................................................9-31 9.13. Entering Data about the Report............................................................................................9-32 9.14. Displaying the Report............................................................................................................9-34 9.15. Inserting Normals ..................................................................................................................9-36 9.16. Inserting, Editing and Deleting Comments .........................................................................9-37 9.17. Transcribing the Report ........................................................................................................9-39 9.17.1. Listening to Dictation with the Foot Pedal ...............................................................9-39 9.17.2. Listening to Dictation with the Mouse......................................................................9-39 9.18. Saving and Completing the Report......................................................................................9-40 9.19. Setting the Assessment Field in the Mammography Window ..........................................9-43 9.20. Reviewing Report Details......................................................................................................9-45 9.21. Revising an Existing Report .................................................................................................9-46 9.22. Creating an Addendum in Transcription Reports ..............................................................9-48 9.23. Adding a Normal ....................................................................................................................9-49 9.24. Searching for and Deleting a Normal...................................................................................9-52 9.25. Transcribing Outside Reads.................................................................................................9-55 9.26. Deleting a Report ...................................................................................................................9-62 Chapter 10. Report Review ...................................................................................................................10-1 10.1. Chapter Objectives ................................................................................................................10-1 10.2. Overview .................................................................................................................................10-1 10.3. Requirements .........................................................................................................................10-2 10.4. Report Review Page ..............................................................................................................10-2 10.5. Selecting Reports ..................................................................................................................10-4 10.5.1. Reviewing a Specific Report....................................................................................10-4 10.5.2. Reviewing All Reports .............................................................................................10-5 10.5.3. Reviewing All Normal Reports.................................................................................10-5 10.6. Report Review Document Window ......................................................................................10-6 10.6.1. Listening to Voice File .............................................................................................10-6 10.6.2. Transferring a Report ..............................................................................................10-7 10.6.3. Adding a Report to the Teaching File Library..........................................................10-7 10.6.4. Inserting, Editing, and Deleting Comments .............................................................10-8 10.6.5. Approving a Report................................................................................................10-10 10.6.6. Skipping a Report ..................................................................................................10-11 10.6.7. Rejecting a Report.................................................................................................10-11

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10.6.8. Adding to the Voice File During Review ................................................................10-11 10.6.9. Completing a Report Review.................................................................................10-12 10.6.10. Cancelling a Report Review ..................................................................................10-12 10.7. Creating Addendums in Report Review ............................................................................10-12 Chapter 11. Film ...................................................................................................................................11-13 11.1. Chapter Objectives ..............................................................................................................11-13 11.2. Overview ...............................................................................................................................11-14 11.3. Getting Started with Film Tracking ....................................................................................11-14 11.3.1. Accessing the Film Page .......................................................................................11-14 11.3.2. Understanding the Film Page ................................................................................11-15 11.3.3. Selecting a Patient.................................................................................................11-16 11.3.4. Using the Filtering Options ....................................................................................11-18 11.3.5. Selecting a Film, Service Date, Modality, or Jacket ..............................................11-20 11.3.6. Clearing the Film Page ..........................................................................................11-21 11.4. Requesting Films .................................................................................................................11-21 11.4.1. Selecting a Film, Service Date, Modality, or Jacket ..............................................11-22 11.4.2. Displaying the Request Details Page ....................................................................11-22 11.4.3. Indicating a Stat Request ......................................................................................11-23 11.4.4. Entering Requestor Information ............................................................................11-24 11.4.5. Entering a Request Date .......................................................................................11-34 11.4.6. Entering a Delivery Method and Reason...............................................................11-35 11.4.7. Adding a Note........................................................................................................11-36 11.4.8. Submitting a Request ............................................................................................11-37 11.4.9. Fulfilling a Request ................................................................................................11-38 11.4.10. Deleting a Request ................................................................................................11-41 11.5. Checking Out Films .............................................................................................................11-44 11.5.1. Selecting a Film, Service Date, Modality, or Jacket ..............................................11-44 11.5.2. Creating and Checking Out Custom Groups.........................................................11-44 11.5.3. Displaying the Check Out Details Page ................................................................11-46 11.5.4. Entering Recipient Information ..............................................................................11-46 11.5.5. Entering a Requested and Return Date ................................................................11-57 11.5.6. Entering a Delivery Method and Reason...............................................................11-58 11.5.7. Adding a Note........................................................................................................11-59 11.5.8. Checking Out the Films .........................................................................................11-60 11.6. Checking In Films ................................................................................................................11-61 11.6.1. Selecting a Film, Service Date, Modality, or Jacket ..............................................11-61 11.6.2. Displaying the Check In Page ...............................................................................11-62 11.6.3. Entering a Return Date..........................................................................................11-63 11.6.4. Adding a Note........................................................................................................11-63 11.6.5. Checking In an Item...............................................................................................11-64 11.6.6. Checking In Custom Groups .................................................................................11-65 11.7. Entering Foreign Films........................................................................................................11-67 11.7.1. Selecting a Patient.................................................................................................11-67 11.7.2. Displaying the Foreign Film Page .........................................................................11-71 11.7.3. Entering a Location................................................................................................11-72 11.7.4. Entering a Date of Service and Return Date .........................................................11-73 11.7.5. Entering the Number of Films................................................................................11-74 11.7.6. Selecting an Exam Code .......................................................................................11-75 11.7.7. Selecting a Referring Physician ............................................................................11-77 11.7.8. Submitting a Foreign Film......................................................................................11-79 11.8. Viewing Film History ...........................................................................................................11-80 11.8.1. Understanding Film History ...................................................................................11-80 11.8.2. Displaying the Film History ....................................................................................11-81 11.8.3. Accessing Event Details ........................................................................................11-82 11.8.4. Examining Event Details........................................................................................11-84 11.8.5. Adding an Event Note............................................................................................11-85
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11.9. Running Film Reports .........................................................................................................11-86 11.9.1. Generating an Out Guide ......................................................................................11-87 11.9.2. Generating a Patient File Report...........................................................................11-88 Appendix A. Using the Message Center ........................................................................................... A-1 A.1. Accessing the Message Center............................................................................................. A-1 A.2. Viewing Messages .................................................................................................................. A-2 A.3. Printing Messages .................................................................................................................. A-3 A.4. Replying to Messages ............................................................................................................ A-4 A.5. Sending New Messages ......................................................................................................... A-5 A.6. Deleting Messages................................................................................................................ A-11 A.7. Exiting the Message Center................................................................................................. A-11 Glossary ...................................................................................................................................................G-1 Index ...........................................................................................................................................................I-1

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0 of the AMICAS Vision Series RIS product and its features. If there is any information that you are unable to find in this guide. please contact your local system administrator or send email to support@amicas. This chapter also provides information about logging payments. Work Queue 4. Schedule 5. and the check in process. The “admin” side of the application is described in the Vision Series RIS Admin User’s Guide. Check In/Check Out AMICAS. Provides an Order Entry work queue where HL7 and manually entered orders can be worked. introduces users to some general concepts and terms. scheduling/rescheduling exams and walk-in patients. Purpose The purpose of this guide is to walk you through the basic functions of Vision Series RIS and allow you to begin using it.0 Portal User’s Guide Preface Preface The Vision Series RIS Portal User’s Guide describes in detail Release 5. and navigating around the Vision Series RIS portal. and working within the schedule after an appointment is created. printing items. Inc. These orders will remain in an order work queue until they are scheduled. and provides a description of the roles involved in a typical radiology or imaging center. focusing on the “portal” side of the product. Provides basics on the scheduling process. creating a new appointment. Organization The following table briefly describes each of the chapters and appendices in this manual: Chapter/Appendix 1. Provides details on verifying the patient’s information upon check in.com for assistance. logging into and out of Vision Series RIS. making a desktop shortcut for Vision Series RIS. Proprietary and Confidential . Introduction Description Provides an overview of the Vision Series RIS system. vii 2. Also provides a reference table linking Vision Series RIS functionality to each role. removing no shows. and the check out process. Provides an overview of the Vision Series RIS client workstation requirements and browser configuration settings and introduces the user to Internet Explorer. Getting Started with Vision Series RIS 3.Vision Series RIS 5. Audience This guide is intended for end-users of the “portal” side of the Vision Series RIS product.

adding. Proprietary and Confidential viii . Inc. reply. as well as editing reports. as well as viewing appointment details. entering foreign films and running film reports. This chapter also covers film requests. This chapter also provides details on adding. and editing patient and default policies. Film Appendix A. rejecting and skipping reports. and delete messages. as well as creating addendums. viewing. This chapter also covers adding.Vision Series RIS 5. transcribing. selecting an exam and how to log into Tech Entry. Information for the guarantor. This chapter also covers inserting and creating normals. as well as starting and ending exams. entering report data. listening and editing voice files (if you are using Voice Capture). Tech Entry Description Provides information on setting the filter. send.0 Portal User’s Guide Preface Chapter/Appendix 6. Transcription 10. and holding reports. setting. history. Provides basic information on accessing and exiting the Message Center. Details information on film tracking. Dictation 9. and editing patient files. as well as selecting and displaying the report. voice training. and check in/out. saving. referring physicians and adding comments are also part of this chapter. Details all information on both the Transcription page and the Reports window. such as logging in. This chapter also details adding reports to the Teaching File Library. Provides information on the basics of dictation. Provides all necessary information on the report review process such as approving. print. 7. This chapter also details the dictating reports process. editing and deleting exams from the Exam List page. and adjusting the microphone level. Using the Message Center AMICAS. insured. Patient File 8. and how to filter and select a patient. It also includes Outside Reads and selecting a Finding. opening. such as searching for. Report Review 11. This chapter also details how to view. Details all aspects of the patient’s information.

5 SP2 to enter. you will experience an entirely new level of productivity and workflow management. Proprietary and Confidential 1-1 .0 Portal User’s Guide Introduction CHAPTER 1 Introduction Welcome to the AMICAS Vision Series RIS Portal User’s Guide. Vision Series RIS features include: • • • • • • • • • • • • • • • • • • • • Complete patient registration Schedule by patient or exam Multi-view scheduling Patient flow monitoring On-line physician report approval and electronic signatures Auto faxing and e-mail of reports to referring physicians Film tracking to the film and station level Transcription and physician review utilizing Microsoft Word Electronic card file history Patient router / flash card / exit bill Third party reporting integration Extensive user role security AMICAS Vision Series Financials or third party billing system interface available AMICAS Vision Series PACS or third party PACS system interface available Automatic report completion for normals Advanced user customization Printer designation by process Workflow management Voice Capture "Drag and drop" editing for scheduling 1. AMICAS. All the information you enter is saved to the Vision Series RIS Database Server. you do not have to be connected to the Internet to use it. it is important to remember that system data is not stored on your computer. AMICAS’ Vision Series RIS product is a robust.1. The term “web-based” simply indicates the way in which you access. Even though the application is webbased. view. With Vision Series RIS. Inc. As a system user. offering the most comprehensive RIS feature set available to radiologists and imaging centers. you need Internet Explorer 5. Overview of Vision Series RIS Portal Vision Series RIS is a web-based radiology information system. feature-rich RIS product. The Vision Series RIS Workstation component is installed automatically on your computer when you access the Vision Series RIS Server.Vision Series RIS 5. and edit Vision Series RIS data. view and enter data in the Vision Series RIS system through a web browser.

If the office is large enough and works with films. Role Administrator Biller Description This user accesses all areas of the system and troubleshoots the system when issues arise. Overview of Vision Series RIS Roles and Radiology Workflow The following user roles were created as a guideline and some offices may vary the security levels depending upon their current workflow. Inc. the roles can change at any time. there would be a person responsible for film tracking. Because the roles can be updated by the office Administrator. however. The configuration process involves standard steps that must be performed in all cases and additional steps that must be performed if the client machine is running Windows XP Service Pack 2. 1. Proprietary and Confidential .Vision Series RIS 5. Once the workstation component is installed. This user typically: • • Film Librarian • • Front Desk • • • Radiologist • • Scheduler • • • Technologist • • • Transcriptionist analyzes and edits charges and patient accounts prior to billing handles pre-authorization and pre-registration distributes transcribed reports checks films in/out schedules walk-ins checks in/out adds/modifies patient and exam information dictates approves reports schedules adds/modifies patient registration answers questionnaires processes patients adds/modifies exams adds diagnosis codes This user typically: This user: This user: This user typically: This user: This user types up clinical reports. Internet Explorer will need to be configured on the client machine in order for all the functionality to be available.0 SP1 is required for Windows XP Professional or higher. 1-2 AMICAS.0 Portal User’s Guide Introduction Internet Explorer 6. If the office uses the Mammography module.2. usually the office will have a person performing all mammography processing for letters and follow-up appointments.

Inc.Vision Series RIS 5. AMICAS. you can also click on the calendar icon to the right of the date field.3. Using the Calendar Feature In numerous locations on the Portal side of the application. as in the following example: Calendar • Navigate to different dates using the five buttons below the month and year as follows: moves the calendar display back one year moves the calendar display back one month moves the calendar to today’s date moves the calendar display ahead one month moves the calendar display ahead one year • Double-click on the desired date to select it and close the calendar. Proprietary and Confidential 1-3 . there are fields to enter dates.0 Portal User’s Guide Introduction 1. as in the following example: Start Field Calendar Button Clicking on the calendar icon will cause a pop-up calendar to appear. as in the following example: Effective Date Start Field If you do now want to enter the date manually.

0 or higher Microsoft Word 2003 or higher with converters Full-featured (i. 2.2.0 Portal User’s Guide Work Queue CHAPTER 2 Getting Started with Vision Series RIS 2. Hardware • • • • • • Pentium IV or Celeron 2.1. Inc. “corporate” or “enterprise”) version of an industry-standard anti-virus program AMICAS. Client Workstation System Requirements Below are the system requirements for the Vision Series RIS client workstations.Vision Series RIS 5. General System Workstations a. Windows Vista Internet Explorer version 6. Chapter Objectives This chapter will cover the following material: • • • • • Client workstation system requirements Logging into Vision Series RIS Saving your Vision Series RIS homepage Accessing the Portal and Navigating within Vision Series RIS Logging out of Vision Series RIS 2.2.1.0 GHZ 512 MB RAM 40 GB HD CD ROM 17” Monitor 10/100 NIC Card b. Proprietary and Confidential 2-1 .e. Software • • • • Windows XP Professional (Service Pack 2 or Service Pack 3).

Digital Dictation Hardware • • • Dictaphone USB Scanner Microphone (1 per Physician Workstation) Dictaphone Headset (1 per Transcription Workstation) Dictaphone Serial Foot Pedal (1 per Transcription Workstation) 2.2. This allows the system administrator the flexibility to customize each end-user’s privileges based on the tasks an individual needs to perform in the system. Type the URL or IP address of your site’s Vision Series RIS server in the Address Bar of the Internet Explorer browser window and press [Enter] or click on the Go button of the Address Bar.0 or higher Microsoft Word 2003 or higher with converters Full-featured (i. Inc. 2. The second log in is designed to allow you to log into the application in case something goes wrong with the first log in. Your username is tied to your user profile. Open Internet Explorer. at the end AMICAS.0 Portal User’s Guide Work Queue 2. thereby allowing Vision Series RIS to track your actions in the system. Software • • • • • Windows XP Professional (Service Pack 2 or Service Pack 3) Internet Explorer version 6.2. Hardware • • • • • • Pentium IV 2.4 GHZ 1 GIG RAM 40 GB HD 10/100 NIC Card CD ROM 17” Monitor b. To log into Vision Series RIS: 1. Logging into Vision Series RIS Every Vision Series RIS user has a unique username and password that provides access to the system.Vision Series RIS 5.3. Additionally.3. AMICAS recommends you only log in once. Transcription/Physician Review Workstation a. Proprietary and Confidential 2-2 . “corporate” or “enterprise”) version of an industry-standard anti-virus program Stedman’s Spellchecker 2.2.e. There are 2 log in sessions allowed per user. your level of user privileges in Vision Series RIS are tied to your username.

4. and click on the LOGIN button. AMICAS. The first time you log into Vision Series RIS you will be prompted to change your password. then your default page upon login will probably be Schedule. you will be using Internet Explorer to access the Vision Series RIS application. For improved user security.0 Portal User’s Guide Work Queue The Vision Series RIS login page displays. Saving Your Vision Series RIS Homepage When you open Internet Explorer. if you are a technologist. as shown below: Vision Series RIS LogIn Page The Vision Series RIS workstation client is installed automatically on the client machine when you access your site’s Vision Series RIS server for the first time. If you are primarily doing scheduling. Please be sure to accept all prompts for downloads to ensure the workstation component gets installed properly. Click in the UserName field and type the username assigned to you by your Vision Series RIS system administrator. Proprietary and Confidential 2-3 . Click in the Internet Explorer Address Bar and type the URL or IP Address for your site’s Vision Series RIS server.Vision Series RIS 5. Generally. 2. Click in or [Tab] to the Password field and type the password assigned to you by your Vision Series RIS system administrator. 3. Open Internet Explorer. Inc. then it is likely that your default page will be Tech Entry. the system will display the RadConnect page linked to your username. 2. the default page is based on your role in your office. To save your Vision Series RIS Homepage: 1. the browser automatically displays the home page. 4. Typically. If your login is successful. The default page assigned to your Vision Series RIS username and password displays. passwords should be at least six characters long and contain numbers and letters. so you might want to bookmark the Vision Series RIS homepage in your Internet Explorer Favorites. The Vision Series RIS Login page displays. Passwords are case sensitive.

You can leave the name of the server as it is or click in the text box to type another name for the Vision Series RIS site and click on the OK button. The Workflow button opens a window displaying a count of the patients and procedures in each module. As you process patients through Vision Series RIS. Inc. Patient File. Transcription. To go to a particular module. Accessing the Portal & Navigating within Vision Series RIS The Vision Series RIS system is comprised of two main areas – the Portal side and the Admin side.5.0 Portal User’s Guide Work Queue 3. The Add Favorite dialog box displays. simply click on the tab for that module. Each tab corresponds to a module in the system: Schedule. you might want to obtain a snapshot of the current day and current week's activities. Click on the Favorites pull-down menu and Select the Add to Favorites… option. Proprietary and Confidential 2-4 . and Film.Vision Series RIS 5. The name or IP address of your site’s Vision Series RIS server should be displayed in the Name text box. Dictation. 4. AMICAS. you will most likely be placed into one of the main pages on the Vision Series RIS Portal side of the product. Check In/Out. The Portal side of the product contains tabs along the top of the page. After you log into Vision Series RIS. Report Review. Tech Entry. Portal Side of Vision Series RIS Certain tabs may not be visible. 2. The tabs which display are dependant upon your assigned user privileges.

the Portal side can be accessed by clicking the encircled letter P that can be found on the lower right side of the Admin pages (shown below). you will be prompted that you are about to logout of the system. If you click on the X before properly logging out of Vision Series RIS. For example.0 Portal User’s Guide Work Queue The Admin side of Vision Series RIS is dedicated to functions such as setting up referring physicians. Help Button 2. Clicking on the X before properly logging out of Vision Series RIS may also corrupt a database record. the button will display. you might need to complete the current process before you have the option to log out. LOGOUT Button If you do not see the LOGOUT button.Vision Series RIS 5. the Admin side can be accessed by clicking the encircled letter A that can be found of the lower right side of any of the Portal side pages (shown above). Inc.6. displays this user guide. AMICAS. Logging out of Vision Series RIS 1. If you only locked one of your Vision Series RIS. you could still access the system since each user account is allowed two login sessions. insurance carriers. When you are ready to end your Vision Series RIS session. After you click LOGOUT. Once you complete that process. Click on YES below the question “Do you want to continue?” 3. For users with access to both the Portal and Admin side. Proprietary and Confidential 2-5 . the proper way to exit the system is by using the LOGOUT button. when you are editing a patient’s demographic record. and exam codes. Portal Button All users have access to the base outline and features on the Admin side even if there are no checkboxes checked on the Admin side in their user role because some regular user features are displayed on the Admin side. The question mark (Help Button) in the lower right hand side of some pages. the system will lock your username until the system releases it by timing you out (the default is 15 minutes) or until your site’s Vision Series RIS system administrator manually unlocks your username. 2. The LOGOUT button is located on the lower right side of the page and is visible on most pages of the system. After you have properly logged out of Vision Series RIS. the LOGOUT button is not available. Similarly. click on the X in the upper right corner of the window to close Internet Explorer.

Inc. contact your Administrator. AMICAS.0 Portal User’s Guide Work Queue CHAPTER 3 Work Queue Work Queue Module 3.Vision Series RIS 5. Chapter Objectives This chapter will cover the following material: • • • • • • Overview Searching for a Patient Scheduling a Patient Editing an Order Cancelling an Order Deleting an Order 3. Proprietary and Confidential 3-1 . Overview The Work Queue tab is only visible by editing certain user roles and security on the Admin side of the application. For more information on what administrative sections should be set.1.2.

Vision Series RIS 5.0 Portal User’s Guide

Work Queue

3.3. Searching for a Patient
To search for patients:
1. Perform one or more of the following actions: It is unlikely that you would enter information in all fields; however you could do so if needed. • Click in the Find Patient field and type the patient’s name in the format last name, first name, as shown below:

Find Patient Field

You must type at least two characters of the patient’s last name or first name to search. If you are entering the patient’s first name you must include a comma before the name. For example: ,john would result in all “Johns” being displayed. This is not a case sensitive field. • Click on the arrow to the right of the Referred By field and select the appropriate referrer, as shown below:

Referred By Field

Click on the arrow to the right of the Assigned To field and select the appropriate assignee, as shown below:

Assigned To Field

Click in the From and To fields and type the start and end dates in either the mm/dd/yyyy or mm-dd-yyyy format, as shown below:

From and To Date Fields

If you are unsure of the date, you can also click on the Calendar icon and select the date from the pop-up calendar window. • Click on the arrow to the right of the Resource field and select the appropriate resource, as shown below:

Resource Field

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Vision Series RIS 5.0 Portal User’s Guide •

Work Queue

Click on the arrow to the right of the Status field and select the appropriate status, as shown below:

Status Field

Clicking on the CLEAR button at the bottom of the Work Queue page will clear all of your search criteria. 2. Click on the SEARCH button, as shown below:

Work Queue Search Button

The patient(s) matching your search criteria is displayed, as shown below:

Work Queue Patient Search Results

If the patient displays in red, the patient has a collections balance. You can click on any underlined heading after receiving the search results to sort the results by the applicable header. Clicking once on the heading will sort the results in descending order. Clicking again on the heading will sort the results in ascending order. If the referring physician’s name is displayed in red, it means that physician has no distribution defined.

3.4. Scheduling a Patient
To scheduling patients:
1. Perform the steps in Section 3.3 to search for a patient. 2. Either double click on the patient or click on the patient and click on the EDIT button, as shown below:

Work Queue Edit Button

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Vision Series RIS 5.0 Portal User’s Guide

Work Queue

The Order Details window displays, as in the following example:

Order Details Window Schedule Button

If the referring physician’s name is displayed in red, it means that physician has no distribution defined. 3. Click on the SCHEDULE button. The Schedule: Appointment Book page displays. 4. Perform the steps in Section 4.4.12 to continue with the weekly view scheduling process.

3.5. Editing an Order
To edit orders:
1. Perform the steps in Section 3.3 to search for a patient. 2. Either double click on the patient or click on the patient and click on the EDIT button, as shown below:

Work Queue Edit Button

The Order Details window displays.

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Work Queue

3. Perform any of the following to configure the information of the patient: • Click on the down arrow to the right of the Status field and select either the Ordered, Cancel or Hold option, as shown below:

Status Field

Click in the Reason field and type the reason for the order, as shown below:

Reason Field

Click on the down arrow to the right of the Assigned To field and select the appropriate assigner, as shown below:

Assign To Field

Click in the Date field and type the date of the appointment in either the mm/dd/yyyy or mm-dd-yyyy format, as shown below:

Schedule Date Field

• •

If you are unsure of the date, you can click on the Calendar icon and select the date from the pop-up calendar window. Click on the down arrow to the right of the Time field and select the appropriate appointment time, as shown below:

Time Field
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Vision Series RIS 5.0 Portal User’s Guide •

Work Queue

Click in the Exam Code and Description section to add, replace or delete (trashcan icon) the exam, as shown below:

Exam Code and Description Section

For more information on adding, replacing or deleting exam codes, refer to Section 6.6 . • Click in the Comment section to select a comment category, priority, and to enter comment text, as shown below:

Comments Section

If you selected Ordered in the Status field, the Priority field does not display and the new Call Result displays in the Comment section:

Ordered Comments Section

Order Call category comments do not follow the patient through the system. Order Call category comments also display in the Call Date column on the main Work Queue page. 4. Perform one of the following: • Click on the COMPLETE button if all details have been added. If any information that was changed is visible on the Work Queue page, the page will update.

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Work Queue

Click on the SCHEDULE button to open up the Appointment Book view. The Schedule: Appointment Book page displays. Perform the steps in Section 4.4.12 to continue with the weekly view scheduling process.

3.6. Cancelling an Order
To cancel orders:
1. Perform the steps in Section 3.3 to search for a patient. 2. Click on the appropriate order and click on the CANCEL ORDER button, as shown below:

Cancelling an Order

The Cancel Visit Reason window displays. 3. Perform one of the following: • Click on the down arrow to the right of the Reason field and select the appropriate reason for cancelling, as shown below:

Selecting a Cancel Visit Reason

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Work Queue

Click on the arrow to the right of the Reason field, select the Other Reason option and type the reason in the field beneath the Reason field, as shown below:

Selecting the Other Reason Option

4. Click on the COMPLETE button. The Cancel Visit Reason window closes and the order is removed from the Work Queue page.

3.7. Deleting an Order
To delete orders:
1. Perform the steps in Section 3.3 to search for a patient. 2. Click on the appropriate order and click on the DELETE button, as shown below:

Deleting an Order

The order is removed from the Work Queue page. Once an order is deleted, it will be removed from the Patient File record. The patient demographics will still be available; however you will need to display the record by searching using the All radio button on the Patient File tab.

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Schedule

CHAPTER

4
Schedule

Schedule Module

4.1. Chapter Objectives
This chapter will cover the following material: • • • • Overview Getting Started with Scheduling Creating a New Appointment Working with the Schedule

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Overview The scheduling module details: • • • • • • • • • • • • • • searching for and selecting a patient selecting exams entering visit information adding a new referring physician adding a physician practice viewing warning messages assigning the initial diagnosis the appointment book drag-and-drop scheduling completing questionnaires selecting appointment dates and times using the weekly and schedule views entering demographics and insurance data adding comments appointment confirmation This module also includes basics on working with the schedule such as: • • • • • • • • viewing appointments printing appointments rescheduling appointments cancelling appointments forcing appointments adding patients to the wait list blocking scheduling time opening scheduling time 4. and complete the patient information Use whichever method works best for you and your office. and set up the appointment select the exam(s). referring physician. and exam.3. Getting Started with Scheduling There are three scheduling methods: • • • select the patient. AMICAS. set up the appointment.Vision Series RIS 5. Proprietary and Confidential 4-2 . Inc. select the exam(s).0 Portal User’s Guide Schedule 4. select the patient.2. complete the patient information. type in the order number and click on the ADD ORDER button select the patient.

2.16.4. Creating a New Appointment To begin scheduling a patient. This is not a case sensitive field. you must first click the Schedule tab to display the Schedule page. The fields on the Schedule page allow you to enter information about the patient’s visit. Proprietary and Confidential 4-3 . For example: . Inc. as shown below: Patient Search Results AMICAS. as shown below: Patient Search Button The Patient Search window opens and displays a list of patients that match your search criteria display in the Search Results section. For information on adding a new patient policy. first name. go to Section 4. To search for and select a patient: 1.john would result in all “Johns” being displayed. Click in the Patient field and type all or part of the patient’s name in the format last name. Click on the search button to the right of the Patient field (see below) or press [Enter]. refer to Section 7.1.Vision Series RIS 5. If you do not want to select a patient before appointment setup.4. You must type at least two characters of the patient’s last name or first name to search. 4.2 to select exams first. Searching for and Selecting a Patient Perform this procedure only if you have decided to search for and select a patient before setting up the appointment.0 Portal User’s Guide Schedule 4. If you are entering the patient’s first name you must include a comma before the name.4.

Click on the patient you want to schedule. Perform one of the following actions: • If the desired patient is displayed. DOB. as shown below: Additional Search Criteria Fields ○ Click on the SEARCH button or press [Enter]. as shown below: ○ Additional Search Criteria Fields ○ If you need to add other search criteria. However. Guarantor Name. Click on the down arrow to the right of the first pull-down list under the Additional Search Criteria section and select additional search criteria to enter. AMICAS. Proprietary and Confidential 4-4 . • If the desired patient is not displayed. perform the following to find the applicable patient: ○ ○ Delete the text in the Patient Name field. as well as the patient in red. click on the down arrow to the right of the second pull-down list under the Additional Search Criteria section and select additional search criteria to enter. the above window may contain the Collections column. A list of patients that match your search criteria display in the Search Results section. Click in the field to the right of the selection option and type the applicable text.0 Portal User’s Guide Schedule If your system administrator has set up the collections balance User Roles on the Admin side of the application and a patient has a collection balance due. you will not see the patient’s information under the Visit Info section and the Demographics window will display. For example: Accession Number.Vision Series RIS 5. 4. Inc. click on the patient you want to schedule and go to Step 5. as shown below: Patient Search Results Displaying the Collections Column 3. You can also double-click the patient under the Search Results section. etc.

Inc. 5.Vision Series RIS 5. the patient has a collections balance. Click on the NEXT button at the bottom of the screen. as shown below: Patient Search Results with Patient Selected and Visit Info Displayed If the patient displays in red.0 Portal User’s Guide Schedule The selected patient is highlighted under the Search Results section and the patient’s encounter history is displayed under the Visit Info section. The following Demographics window displays: Demographics Window AMICAS. Proprietary and Confidential 4-5 .

first name. To enter information about the visit: 1. Referring Physician Search Button AMICAS.4. go to Subsection 4. This field is dependant upon the User Roles on the Admin side of the application.4.0 Portal User’s Guide Schedule The Demographics page may have a Collections Balance field. • • If you decide to leave all the fields blank and start selecting exams. If you decide to select the patients before selecting the exams. Inc. 2. This is not a case sensitive field. You must type at least two characters of the referring physician’s last name or first name to search. Please contact your administrator for more information. For example: .4. or leave all the fields blank and start selecting exam(s).john would result in all “Johns” being displayed.2 for information on selecting exams. If you are entering the referring physician’s first name you must include a comma before the name. Proprietary and Confidential 4-6 . Go to Subsection 4.1 for information on searching for and selecting patients on the Schedule page. go to Subsection 4. Entering Visit Information On the left side of the Schedule page are fields that you can use to enter information about the patient’s visit. You can either complete the fields before you select exam(s). 4. Click in the Referring Physician field and type the referring physician’s name in the format last name.4.2.Vision Series RIS 5.14 for more information on entering the demographics. Click on the Referring Physician search button (as shown below) or press [Enter].

Perform one of the following actions: • If the desired referring physician is displayed. double-click the referring physician or click on the physician and then the COMPLETE button at the bottom of the Referring Physician Search window. perform the following actions: ○ ○ Delete the text in the Referring Physician field. (this is the referral number field and your office may not use this field) Additional Search Criteria Referring Physician Search Window Fields AMICAS. it means that physician has no distribution defined. Go to the next step.Vision Series RIS 5. The Referring Physician Search window closes. Inc. • If the desired referring physician is not displayed and you need to add more search criteria. as shown below: Referring Physician Search Window If the referring physician’s name is displayed in red. 3.0 Portal User’s Guide Schedule The Referring Physician Search window opens and displays a list of physicians that match your search criteria. and the Schedule page displays. Click in one or more of the following fields and type information to narrow down your search results (see graphic below): • • • Practice Order No. Proprietary and Confidential 4-7 .

field and type the referral number. Click on the arrow to the right of the Contacted by field and select the individual who is making the appointment (if necessary). 4. click on the NEW REFERRING PHYSICIAN button. as shown below: New Referring Physician Button The Add/Edit Referring Physician window displays. as shown below: Add/Edit Referring Physician Go to section 4. 5. Click in the Order No.Vision Series RIS 5. Proprietary and Confidential 4-8 .3 to add a referring physician.0 Portal User’s Guide • Schedule If the desired referring physician is not displayed and you want to create a new physician. This field may not be used by your office.4. Inc. as shown below: Contacted by Field with Drop-Down Arrow AMICAS.

Typically. as shown below: Reason Field with Drop-Down Arrow A default reason may already be set up. A location group is when locations are grouped together for scheduling purposes. Proprietary and Confidential 4-9 . a location group called MRI can be created. For example. the word “Urgent” may appear on the printed form. The MRI group would consist of all three locations. as shown below: Location Field with Drop-Down Arrow A default location may already be set up. Depending on which router form your office uses. 7. they can select the MRI location from the Location field. Click on the arrow to the right of the Resource field and select the appropriate resource (if necessary). Click on the arrow to the right of the Reason field and select the reason for the appointment (if necessary). If an appointment is marked as urgent.0 Portal User’s Guide Schedule 6. you can type your reason in the Other field. When a scheduler wants to book an MRI exam. If you select the Other Appointment Reason option. if only three of five sites perform MRI exams. 8. it will display at the top of work lists and be highlighted in yellow. as shown below: Resource Field with Drop-Down Arrow You will not be able to select a resource if a location is selected. Inc. Click on the arrow to the right of the Location field and select the location where the appointment will take place or the location group (if necessary).Vision Series RIS 5. It is usually selected when viewing a schedule. a resource is not selected during the scheduling process. as shown below: Reason Field with the Other Option Selected The Urgent checkbox is used to indicate if the appointment is urgent. AMICAS.

Inc. as shown below: Referring Physician Search AMICAS. Adding a New Referring Physician To add a new referring physician: 1. Referring Physician Search Button The Referring Physician Search window opens and displays a list of physicians that match your search criteria.3. Click on the NEW REFERRING PHYSICIAN button on the Referring Physician Search window.0 Portal User’s Guide Schedule 4.Vision Series RIS 5. Click on the search button to the right of the Referring Physician field (as shown below) or click in the field and press [Enter].4. Proprietary and Confidential 4-10 . as shown below: Referring Physician Search Window 2.

Click in the Last Name field and type the referring physician’s last name. as shown below: First Name Field You can click on the down arrow to the right of the Specialty field to add a specialty for reporting purposes. as shown below: Add/Edit Referring Physician 3. as shown below: Practice Field Down Arrow AMICAS. Proprietary and Confidential 4-11 . Click in the First Name field and type the referring physician’s first name.0 Portal User’s Guide Schedule The Add/Edit Referring Physician window displays. The information in this field will not go to billing nor will it display in the appointment book.Vision Series RIS 5. Inc. Click on the down arrow to the right of the Practice field. 5. as shown below: Last Name Field 4.

0 Portal User’s Guide • Schedule If your practice is listed. Click on the COMPLETE button.4.Vision Series RIS 5. click on the ADD button to the right of the down arrow. The practice is added to the work list beneath the Practice field. 6.5 to search for and add a physician practice. as shown below: Physician Practice Search Go to Section 4. Proprietary and Confidential 4-12 . click on the practice. Inc. as shown below: Complete Button AMICAS. as shown below: Practice Added • If your practice is not listed. as shown below: Practice Field Add Button The Physician Practice Search window displays.

your system administrators may bundle a CT study of the pelvis and a CT study of the abdomen into one exam code since these procedures are commonly performed together. AMICAS. it is important to remember that exam codes are different than procedure codes.4. To search for and select an exam(s): 1. 2. When selecting exams. you will be able to see all procedures that make up an exam. For example. Proprietary and Confidential 4-13 .4. Searching for and Selecting an Exam(s) The fields to search for and select an exam(s) are located on the right side of the Schedule page.0 Portal User’s Guide Schedule The Add/Edit Referring Physician window closes and the Schedule page populates with the Referring Physician information. You can either select the exams first or complete the visit information on the left side of the Schedule page before you pick the exams. Refer to the Subsection 4. Click on the Search by Exam Code or Keyword Search button or press [Enter]. During check in.4. One exam code could contain several procedure codes.2 for details on entering the visit information. Click in the Search by Exam Code or Keyword field and type the exam code or part of the exam description. as shown below: Search by Exam Code or Keyword Field and Exam Results Clicking the SEARCH button without typing any text in the Search by Exam Code or Keyword field will result in all exam codes being displayed. as shown below: Referring Physician on Schedule Page 4.Vision Series RIS 5. Inc.

Repeat Steps 1 . as shown below: Add Button AMICAS. a comment window may also be displayed. click once on the appropriate exam(s) and it will be removed from the section.7 for more information on exam warnings. To remove an exam from the Selected Exams section. The exam(s) is added to the Selected Exams section of the page. Proprietary and Confidential 4-14 . 3.16 for more information on adding comments. Searching for and Adding a Physician Practice To search for and add a physician practice: 1.11 for more information on completing questionnaires. Refer to Subsection 4.0 Portal User’s Guide Schedule The exam(s) that meet your search criteria are listed in the Exams Found section (see above figure).Vision Series RIS 5.3 if you need to book more than one exam with a different keyword or code. Refer to Subsection 4. On the Add/Edit Referring Physician window. 4. If a questionnaire or exam warning (a round red icon with a “w” in the middle) is attached to the exam you selected. the result will automatically be placed in the Selected Exams section. Once those subsections are complete. If a comment is attached to the exam you selected.5. Scroll up and down through the list of exams using the scroll bar to the right of the Exams Found section and single-click on the appropriate exam(s) to add them to the Selected Exams section.4. Refer to Subsection 4. those windows will display before the appointment book is displayed.4.4. click on the ADD button to the right of the down arrow. Inc. return to this procedure to complete setting up the appointment. If only one search result was found.4. 4.

Perform one of the following actions: • Click on the SEARCH button to list all currently added practices. 4-15 AMICAS. “aic” for AMICAS Imaging Center. the Physician Practice Search window closes and the Add/Edit Referring Physician window displays. as shown below: Physician Practice Search Button • Click in one or more of the following fields and type data to search for your practice: Field Name Practice Code Practice Name Contact Name Data to Enter Type two or more characters of a practice code. Proprietary and Confidential .Vision Series RIS 5. • If you click on the YES button. For example. Inc. as shown below: Physician Practice Search 2. For example.” Type two or more characters of the name of a contact.0 Portal User’s Guide Schedule The Physician Practice Search window displays. Clicking on the CANCEL button will display a prompt confirming that you want to cancel the activity. “AMICAS Imaging Center. Type the practice name. For example. “ada” for Susan Adamson.

• • If you click on the YES button. the Add/Edit Referring Physician window closes and the Referring Physician Search window displays. the prompt closes and the Add/Edit Referring Physician window remains open. Proprietary and Confidential 4-16 . Click on the CANCEL button to display a prompt confirming that you want to cancel the activity. click on the LOCATION SETTINGS button to modify the location settings details for the referring physician at that practice. Inc. Click the desired practice and click on the COMPLETE button at the bottom of the Physician Practice Search window. as shown below: Location Settings Button AMICAS. 3.Vision Series RIS 5. Perform one of the following actions: • • Double-click the desired practice. the prompt closes and the Physician Practice Search window remains open. and the practice is added to the Practice field pull-down list as shown below: Practice Added to Practice Pull-Down Field Click on the DELETE button at the bottom of the Add/Edit Referring Physician window to remove the selected practice from both the table beneath the Practice field and the field itself. If necessary. The Physician Practice Search window closes. If you click on the NO button. the Add/Edit Referring Physician window displays.0 Portal User’s Guide • Schedule If you click on the NO button.

You must add a physician practice before accessing the Physician Office Parameters window. you may need to access the Physician Office Parameters window to update location settings for distribution. if you need to change the number to which the reports are to be faxed or to stop sending printed report copies.Vision Series RIS 5.0 Portal User’s Guide Schedule The following are some reasons why you might edit the location settings to: • • • enter the PMIS number to allow the billing system to recognize the Referring Physician record enter a different phone or fax number specific to that doctor that is different than the practice numbers set up distribution selections for that referring physician record When you are adding a new physician you must add data to the Physician Office Parameters window to specify your distribution settings. AMICAS. The Physician Office Parameters window displays. Editing Physician Office Parameters After adding a new referring physician or practice record. Inc.4. For example.6.5 for more information on adding a physician practice. Proprietary and Confidential 4-17 . Refer to Section 4. you would access the Physician Office Parameters window to change these fields. as shown below: Physician Office Parameters 4.4.

Vision Series RIS 5. Proprietary and Confidential 4-18 . On the Add/Edit Referring Physician window. Inc. click on the LOCATION SETTINGS button. as shown below: Physician Office Parameters AMICAS.0 Portal User’s Guide Schedule To edit physician office parameters: 1. as shown below: Location Settings Button The Physician Office Parameters window displays.

as shown below: Number of Print Copies Field The Number of Print Copies field must be at least 1 in order to receive the printed report. The field to the right of the Fax Report field will automatically populate with the fax number if you entered it when the practice was added. Always Send Preliminary Fields Exactly when these reports are sent is determined by how your system has been configured by the Administrator. If no copies are entered and the Print Report checkbox is checked. Inc. Perform one or more of the following actions: • If you want to have reports for this office faxed. no printed report will be distributed. We do not recommend changing the number in the field unless it is necessary to start with a new numbering system. Proprietary and Confidential 4-19 .Vision Series RIS 5. Click on the checkbox Always Send Preliminary to send reports via the Transcription page after the report is saved. 5. If you want to have reports for this office printed. click on the Email Report checkbox and type an email address next to the field.0 Portal User’s Guide Schedule 2. • • If you want to have reports for this office emailed. 4. We recommend getting the PMIS from your billing system before creating new records. click on the Fax Report checkbox and type a fax number next to the field. AMICAS. Click in the Number of Print Copies field and type the number of copies to distribute. Distribution Method Fields 3. click on the Print Report checkbox. Click in the Physician PMIS field (as shown below) and type a PMIS (if necessary): Physician PMIS Field The PMIS fields are common fields between the RIS RadConnect system and your billing system.

as shown below: Distribution Updated AMICAS. Proprietary and Confidential 4-20 .0 Portal User’s Guide Schedule 6. Follow up codes are used to add additional information to your referring physician records. Click in the Free Text 2 field and enter additional information (if necessary). The Physician Office Parameters page closes and the Add/Edit Referring Physician window displays with the Distribution field updated (if you add/edited this information). Perform one or more of the following actions (if necessary): • Click on the down arrow to the right of the Follow Up Code field and select a code. • • • Click in the Free Text 1 field and enter additional information (if necessary). Inc. Click on the COMPLETE button at the bottom of the Physician Office Parameters page.Vision Series RIS 5. Follow Up Code and Status Fields 7. Click on the down arrow to the right of the Status field and select a status.

you may notice some of the exams have a icon next to them. see Subsection 4. the Exam Warnings window will display when you click the FIND button to search for appointment times. see Subsection 4. keyword. Viewing a Warning Message After the system displays the exam search results in the Exams Found section of the Schedule page.4. 3. For example.9.4. The Exam Warning window also displays in the Confirmation window.Vision Series RIS 5. For more information on searching for appointment times. The exam(s) that meet your search criteria are listed in the Exams Found section (see above figure). An exam warning message is something specific to the scheduler about this exam and things to consider prior to scheduling the appointment.4. as shown below: Search by Exam Code or Keyword Field and Exam Results 2. Click on the SEARCH button to the right of the Search by Exam Code or Keyword field or press [Enter]. Click in the Search by Exam Code or Keyword field and type the exam code.0 Portal User’s Guide Schedule 4. To view a warning message: 1. If you forget to click on the warning icon. This is the warning icon which indicates that an exam warning is tied to the exam. Inc. the exam can only be scheduled in the morning. as shown below: Exams Found Search Results Displaying the Warning Icon AMICAS.18. For more information on the Confirmation window. Click on the warning icon. or part of the exam description. Proprietary and Confidential 4-21 .7.

you are aware that the patient is in a wheelchair and will require more time than allotted.Vision Series RIS 5. This duration can be modified if needed. The exam is listed in the Selected Exams section.0 Portal User’s Guide Schedule The following Exam Warnings window displays with a warning message: Exam Warnings 4. The duration indicates to the system how much time to book for the exam. Proprietary and Confidential 4-22 . To extend the exam duration: 1. Click on the CLOSE button when you are finished viewing the exam warning. For example. a. Inc. AMICAS. Extending the Exam Duration Each exam code is assigned a duration. Search for an exam and click on an exam on the Schedule page.

as shown below: Selected Exams Section Displaying the Modified Exam Duration AMICAS.0 Portal User’s Guide Schedule 2. as shown below: Scheduling Page Displaying the Exam Duration Button A pop-up window prompting you to enter a new duration time is displayed. Inc. 4. The window will disappear and the exam Duration field in the Selected Exams section of the Scheduling page updates. Proprietary and Confidential 4-23 .Vision Series RIS 5. as shown below: Enter New Duration Time Pop-Up Window 3. Manually changing the duration will only change the duration of the primary resource when multiple resources are attached to the procedure. Click the COMPLETE button at the bottom of the window. The duration time must be in 5 minute increments. Type the new duration in minutes. Click on the Extend Duration button.

Assigning the Initial Diagnosis If you loaded ICD-9 codes in your Vision Series RIS system. Click on the Diagnosis button. You can also assign the initial diagnosis from the Confirmation window. you can enter the initial diagnosis when scheduling a patient. To assign the initial diagnosis: 1.0 Portal User’s Guide Schedule 4. Inc. Proprietary and Confidential 4-24 .4.Vision Series RIS 5. as shown below: Selected Exams Section Displaying the Diagnosis Button The Diagnosis Code window displays.8.4. Search for an exam and click on an exam on the Schedule page. 2. Refer to the Subsection 4.18 for more information on confirming the appointment. The exam is listed in the Selected Exams section. as shown below: Diagnosis Code Window AMICAS.

2.0 Portal User’s Guide Schedule 3. The Appointment Book allows you to view schedules using a grid format and displays the schedules of several resources for a specific date. Setting the Appointment Using the Appointment Book After selecting an exam on the Schedule page. click on the SEARCH button before adding information in any of the fields. The selected code displays at the bottom of the Diagnosis Code window (see figure above). At the bottom of the Search page is the Start Search From section containing the Date.Vision Series RIS 5. • • Click in the Description field and type part of the diagnosis code’s name. Start Search From Section Calendar Button AMICAS. The exam is listed in the Selected Exams section. 6. Click in the Diagnosis Code field and type the diagnosis code. Click on the applicable diagnosis code.9. Proprietary and Confidential 4-25 . Inc. however you could do so if needed. A list of diagnosis code that meet your search criteria are displayed in the Search Results section of the Diagnosis Code window (see figure on previous page).4. If you want to display all diagnosis codes. as shown below. The Diagnosis Code window closes. 4. Click in the Date field and type the desired date in either the mm/dd/yyyy or mm-dd-yyyy format and press [Enter]. Click the SEARCH button or press [Enter]. The diagnosis is saved and attached to the exam. 5. Search for an exam and click on an exam on the Schedule page. and Time fields used for searching. you need to search for available appointment times. Click on the COMPLETE button. as shown below: Scheduling Page Appointment Search Fields To set an appointment using the Appointment Book: 1. Day. or else click on the calendar button to select a date. Perform one or more of the following actions: It is unlikely that you would enter information in all fields. 4.

The selected time populates the Time field.Vision Series RIS 5. Proprietary and Confidential 4-26 . Click on the FIND button. 5. AMICAS. as shown below: Start Search From Section Find Button Clicking on the CLEAR button on the bottom of the Schedule page will remove all information from all fields on this page. Inc.0 Portal User’s Guide Schedule 3. 4. including any found or selected exams.10. as shown below: Start Search From Section Displaying the Time Field You can type a number to jump to the corresponding time. see Subsection 4. as shown below: Day Field The days displayed are on or following today’s date. Click on the arrow to the right of the Day field and select the desired day.4. After selecting the FIND button. Click on the arrow to the right of the Time field and select the desired time. the default view that is displayed is determined by what is set up by your administrator for your location. This field supersedes the Date field. For more information on dragging and dropping this exam text to create an appointment.

Once those subsections are complete. a comment window may also be displayed. Refer to Subsection 4. Inc. Refer to Subsection 4.7 for more information on exam warnings. those windows will display before the appointment book is displayed.4.4.16 for more information on adding comments. Refer to Subsection 4. Your default view will display with the selected exam located under the View field on the left side of the page.Vision Series RIS 5.0 Portal User’s Guide Schedule If a questionnaire or exam warning is attached to the exam you selected.11 for more information on completing questionnaires. as shown below: Appointment Book Window There are three tabs in the Appointment Book window: • • • Appointment Book Weekly View Schedule View AMICAS. If a comment is attached to the exam you selected. return to this procedure to complete setting up the appointment.4. Proprietary and Confidential 4-27 .

Click on a resource(s) in the Resources field. Proprietary and Confidential 4-28 . 7. Inc. as shown below: Resources Field It is unlikely that you would select a resource during the scheduling process.0 Portal User’s Guide Schedule 6. as shown below: Resources Field Go Button AMICAS. You can select multiple resources by pressing the [Ctrl] key clicking on various resources that are not listed consecutively or by holding down the [Shift] key and clicking on the first and last in a series of consecutive resources.Vision Series RIS 5. Click on the GO button.

Inc. Once you advance to the next five resources an arrow appears at the top left to allow you to return to the initial five resources if necessary. Proprietary and Confidential 4-29 . as shown below: Appointment Book Displaying the Schedule for the Selected Resource If more than five resources/rooms are available for the exam you are scheduling. Next Resource Arrow When scheduling more than one exam.0 Portal User’s Guide Schedule The Appointment Book displays the schedule for the selected resource(s). the system will automatically look for back-to-back time slots. AMICAS. an arrow appears on the top right of the resources (see graphic below) to allow you to view the next five resources.Vision Series RIS 5.

teal (with a patient/exam name) red (with a patient/exam name) A teal or red time slot may not display a patient’s name.Vision Series RIS 5. This color time slot indicates that the entire time slot has been scheduled for an exam. This color time slot can also indicate if an appointment was blocked or a schedule exception was created after the exam was scheduled and you clicked on No when prompted if you wanted reschedule patients in that time slot. a Screen Tip will display detailing the: • • • • patient’s name exam name exam duration appointment time • appointment status The following is an example of a mouse-over Screen Tip: Appointment Mouse Over Screen Tip To modify the Appointment Book view further. For example. a 10-minute appointment displays in a 15-minute time slot. AMICAS. This color time slot indicates an open time slot. Inc. This color time slot indicates that the time slot has a scheduled exam that does not use the entire time slot. This color time slot indicates that the time slot is blocked. The first time segment of the exam may contain the patient’s name. Proprietary and Confidential 4-30 . see Subsection a. This color time slot indicates that an appointment has been forced into this time slot.0 Portal User’s Guide Schedule The following table lists the colors of time slots and their descriptions: Slot Color black dark gray (may or may not have patient/ exam name) white (without a patient/exam name) white (with a patient/exam name) Description This color time slot indicates that the room/resource is closed. When you mouse over a scheduled appointment.

Vision Series RIS 5. Modification of the Appointment Book View This section details the various ways to modify the Appointment Book view. Go to Subsection 4. a. Inc.4.4.18 for details on completing the Confirmation window.10 for more information on scheduling using the drag and drop method. Proprietary and Confidential 4-31 . as shown below: Confirmation Window 9. Refer to Section 4. The Appointment Book closes and the Confirmation window displays. You can modify the appointment book to display a different: • • • • • appointment time frequency time location appointment view (patient or exam) date AMICAS.0 Portal User’s Guide Schedule 8. Perform one of the following actions: • • double click on the time slot you want to book click on the time slot and click on the SCHEDULE button at the bottom of the page You can also use the drag and drop method.

This field contains options such as the following: • • • 8:00am 9:00am 10:00am Location A drop-down list of locations that when selected will display the appointments by location.0 Portal User’s Guide Schedule The table below lists each field on the left side of the Appointment Book and its description: Field Name Frequency Description A drop-down list of time intervals that when selected will display the appointments by the time increment selected. AMICAS. They serve both as a point of reference and to be dragged and dropped into an appointment time slot.: 4.10. This field contains the following options: • • • • • • every 5 minutes every 10 minutes every 15 minutes every 20 minutes every 30 minutes every hour Go to A drop-down list of predefined appointment times that when selected will display the appointments in that time frame. Inc.4. Using Drag-and-Drop Scheduling The name(s) of the exam(s) you are scheduling are listed under the View field in the Appointment Book. Proprietary and Confidential 4-32 . This field contains the following options: • • Patient Name Exam Name View The following icons on the Appointment Book are available to allow you to view the schedule of a selected date: Appointment Book with Date-Changing Icons Selected The back arrow located in the middle top of the Appointment Book is the Previous Date button which allows you to move the date back by one day. A drop-down list allowing you to display either the patient or exam name in the scheduled time slots.Vision Series RIS 5. The forward arrow is the Next Date button which allows you to move the date forward by one day. You will only see locations tied to your user login. The field contains all locations added by the Administrator. The Calendar icon located in the right upper side of the page will display the calendar feature that will allow you to select a date. this field may default to the location set up by the Administrator. Upon entering the Appointment book.

0 Portal User’s Guide Schedule Drag-and-drop scheduling will be used most frequently when inconsecutively booking multiple exams. click and hold the left mouse button. Inc. resource. as shown below: Drag-and-Drop Scheduling Screen Tip AMICAS. Place the mouse pointer over the exam name.Vision Series RIS 5. and duration will appear for each exam to the right of the mouse pointer. location. To view additional exam details. It allows you to select the time slot for each exam. Proprietary and Confidential 4-33 . A Screen Tip displays with the exam name. It also allows you to automatically force multiple exams for the patient into the same time slot or change the schedule order of the exams. you can click on the exam and a Screen Tip with the exam name. as shown below: Clicking on Exams to Get More Detail To use drag-and-drop scheduling: 1.

If you are scheduling more than one exam. repeat Steps 1 and 2 for each exam. as shown below: Appointment Book View Displaying an Dragged and Dropped Exam If you accidentally placed the exam in the wrong time slot. Inc. 3.0 Portal User’s Guide Schedule 2. as shown below: Schedule Confirmation Window AMICAS. Click on the SCHEDULE button at the bottom of the page.Vision Series RIS 5. Proprietary and Confidential 4-34 . The Appointment Book view closes and the Confirmation window displays. you can either click on the RESET FILTER button to remove this exam from the Appointment Book or you can drag and drop the exam again from the left side of the page to the new time slot. The exam name is inserted into the time slot. Position the mouse pointer over the desired time slot and release the left mouse button.

4. 2. Questionnaires serve two purposes: 1.18 for details on completing the Confirmation page. Questionnaire Displaying the Response Types The following table lists the three different types of questionnaire responses and how to answer them: Questionnaire Response Predefined Response Freeform Response Date Response How to Answer The options are listed beneath the question.11. Completing a Questionnaire Questionnaires are created by the Administrator and associated with particular exams. Both the freeform and date responses are limited to 170 characters. Inc. Click on one of the radio buttons or checkbox(es) to answer the question. it means that physician has no distribution defined. To prompt you to ask the patient important questions. 4.Vision Series RIS 5. To allow you to collect the patients’ answers in the appropriate response fields. AMICAS.0 Portal User’s Guide Schedule If the referring physician’s name is displayed in red. Click in the area beneath the question and type the answer to the question. it will automatically display before you can select a time slot. Proprietary and Confidential 4-35 . Go to Subsection 4. 4.4. These steps only need to be performed when a Questionnaire window displays before selecting an appointment time slot. If an exam is scheduled that has an associated questionnaire.

Your answers are saved. If you are selecting a time slot using the drag and drop method. a window displays stating what field is required. refer to Subsection 4.9. Click on the OK button to close the window and enter the missing information. Selecting an Appointment Date and Time Using the Weekly View The Weekly View displays the schedule of a specific resource for five consecutive days. you may or may not be able to edit the Questionnaire. 4. Inc.Vision Series RIS 5. If you are selecting a time slot using the Schedule View. Click beneath the freeform question(s) (if necessary) and type the answer(s).4.13. The questionnaire is also available during Check-In and Tech Entry.4. Click on the PRINT button in the lower right corner to print the questionnaire for the patient’s review. Questionnaire answers are stored with the patient visit. Proprietary and Confidential 4-36 . or Weekly View) is displayed so you can select a time slot. To select an appointment date and time using the Weekly View: 1. Click on the COMPLETE button. When you click on the COMPLETE button.0 Portal User’s Guide Schedule To complete a questionnaire: 1. If you are selecting a time slot using the Weekly View. as shown below: Resources Field AMICAS. refer to Subsection 4. • • • • If you are selecting a time slot using the Appointment Book. 4. access the Exam Details page in the Patient File window and click on the QUESTIONNAIRE button. refer to Subsection 4. the Questionnaire window closes and the default view (Appointment Book.4.12. Click on the appropriate radio button and/or checkbox(es) (if necessary) underneath the questions requiring a predefined response. 3.4.12. Schedule View. Access the Appointment Book and click on a resource name in the Resources field.4. 2. Click beneath the date question(s) (if necessary) and type the answer(s). Click on the CANCEL button to close the window without saving your entries or click on the CLEAR button to clear the answers. refer to Subsection 4. It prints with the encounter information at the top and the signature line at the bottom. Required fields are denoted by a red asterisk. Depending on your system settings.10. To view or edit the questionnaires.

Vision Series RIS 5. AMICAS. Click on the GO button at the bottom of the Resources field to display only one resource.0 Portal User’s Guide Schedule 2. as shown below: Weekly View The date selected on the Appointment Book page will be the first date on the Weekly View page. Inc. as shown below: Weekly View Tab The following Weekly View page displays. as shown below: Resources Field GO Button 3. Click on the Weekly View tab at the top of the screen. Proprietary and Confidential 4-37 .

as shown below: Schedule Confirmation Window 5.4. 4. Proprietary and Confidential 4-38 . 4.Vision Series RIS 5. The Calendar icon located in the right upper side of the page will display the calendar feature that will allow you to select a date. Inc. The forward arrow is the Next Date button which allows you to move the date forward by one day. Double click on the time slot you want to book or click on the time slot and click on the SCHEDULE button at the bottom of the page. Selecting an Appointment Date and Time Using the Schedule View The Schedule View displays a list of first available appointment times based on the exams you selected on the Schedule page. the system displays the: • • • location date time AMICAS. The Weekly View closes and the Confirmation window displays.18 for details on completing the Schedule Confirmation page. Go to Subsection 4.4.13. For each entry in the list.0 Portal User’s Guide Schedule The back arrow located in the middle top of the Appointment Book is the Previous Date button which allows you to move the date back by one day.

Adjust the fields in the Start Search From section if necessary. the following window displays: Recurrent Exam Window AMICAS.Vision Series RIS 5. date and time.0 Portal User’s Guide Schedule The Schedule View page displays how many appointment openings are available for this particular location. You cannot display the Schedule View if an exam is not selected on the Schedule page. If the exam you selected had a Type of Reoccurent Visit. Go to the next step. as shown below: Schedule View To select an appointment date and time using the Schedule View: 1. select an exam. Access the Schedule page. your default view is displayed. and click on the FIND button. Inc. Proprietary and Confidential 4-39 . If the exam you selected had a Type of Single Visit.

Select Daily. Proprietary and Confidential 4-40 . The Schedule View page closes and the Confirmation window displays.18 for details on completing the Confirmation page. Double-click on the desired appointment time. 2. 3. as shown below: Schedule View Tab The Schedule View page (see figure above) displays and the Weekly View tab disappears. click on the Schedule View tab. Go to Subsection 4. Inc.Vision Series RIS 5. Perform one of the following actions: • • Click on the desired appointment time and click on the NEXT button at the bottom of the screen. AMICAS. Weekly or Every Other Week from the How often drop-down field.0 Portal User’s Guide Schedule Perform the following on the Recurrent Exam Window: • • Click in the Number of Exams field and type the number of exams. as shown below: Schedule Confirmation Window 4. If your default view is not the Schedule View.4.

as shown below: Demographics Window The Demographics page may have a Collections Balance field. Click on the OK button to close the window and enter the missing information. Entering the Demographics The first step in registering a patient is completing the required information on the Demographics page. However.0 Portal User’s Guide Schedule 4. To enter the demographics: 1. Please contact your administrator for more information. Other fields that the administrator assigned to be required may not be denoted by a red asterisk. Proprietary and Confidential 4-41 . Search for and select a patient. when you click on the NEXT or COMPLETE button. The Demographics window displays. a window displays stating what field is required.4. AMICAS. The Demographics page contains the patient’s personal information such as their: • • • • name address gender employer The Demographics page is the default view of the patient’s file.14.Vision Series RIS 5. Some required fields are denoted by a red asterisk. Inc. This field is dependant upon the User Roles on the Admin side of the application.

as shown below: Notice of Privacy Practices and Date Field Depending on how your system is configured. Proprietary and Confidential 4-42 . State. When you type the zip code in the Zip Code field and tab to the City. and/or area code fields. as well as any other fields that you may have information on and type the required information.Vision Series RIS 5. you may be required to enter the date you had the patient sign the privacy form before you can continue past the Demographics window. Inc. 3. The Notice of Privacy Practices field at the bottom of the Demographics window may default to either Yes or No. Click on the NEXT button or click on the Policies tab. Click in all required fields.0 Portal User’s Guide Schedule 2. your system may be set up to automatically fill in this data upon pressing the [Tab] button. The information entered on the Demographics page is saved and the Policies page displays. as shown below: Policies AMICAS.

Example: Rule out fracture of the left leg.15. Entering the Insurance Data The Policies page contains the patient’s insurance information for each policy associated with the patient. These comments are stored at the patient visit level. Inc.0 Portal User’s Guide Schedule 4.4. the comments will display in a different order based upon the type. Comments unique to the patient’s exam.15 for a Policies page overview. 4. Adding a Comment The following table lists each type of comment available through the entire Vision Series RIS application and its description: Type of Comment Patient Description Comments that are universal to the patient. Proprietary and Confidential 4-43 . Visit Schedule Exam Protocol Depending upon which Vision Series RIS section you are using. These comments stay with the patient throughout all visits. If a COMMENTS button has yellow text.16. AMICAS. such as the: • • • plan policy number address Refer to Subsection 5. Comments pertaining to protocol instructions.1 to verify patient information on the Policies page. These comments are available in the Tech Entry and Dictation modules. Example: Patient’s left leg was 6 inches from the left edge of the table. These comments are available in the Tech Entry and Dictation modules. Example: Patient is blind. the patient’s file has a comment attached. Refer to Section 7. Comments unique to an appointment. Example: Patient to bring films.4. Example: Patient’s left leg could not be completely extended due to arthritis.Vision Series RIS 5. Comments unique to the visit.4.

Vision Series RIS 5. as shown below: Confirmation Page Comments Button The following Comments window displays: Comments Window AMICAS. Proprietary and Confidential 4-44 . Click on the COMMENTS button on the Confirmation window. Inc.0 Portal User’s Guide Schedule To add a comment: 1.

Click in the Comment Text field (shown below) and type the comment. Inc. as shown below: Comments Window Add Button AMICAS. Schedule or Visit as the comment category. Comments Window Comment Text Field Comment Title is an optional field. Click on the ADD button. Click on the down arrow to the right of the Priority field and select the priority level to indicate the comment’s level of importance. 5.0 Portal User’s Guide Schedule 2.Vision Series RIS 5. as shown below: Comments Window Priority Field 4. Click on the down arrow to the right of the Category field and select Patient. as shown below: Comments Window Category Field 3. Proprietary and Confidential 4-45 .

Proprietary and Confidential 4-46 . The Comments window closes. If you want to edit a comment. click on the CLOSE button to close the Comments window. the Administrator must have set privileges for the User Roles and Security on the Admin side of the application. Click on the COMPLETE button. Inc. Continue to Section 5. If you are entering a comment during Check In. click on the Select to Modify radio button and the EDIT button at the bottom of the page (see above).0 Portal User’s Guide Schedule The comment is added to the viewing area at the bottom of the Comments window. you may or may not have the ability to edit or delete a comment. If you want to delete a comment. Ask your Administrator for assistance with this. perform Steps 1 – 5 again. AMICAS. click on the Select to Modify radio button and the DELETE button at the bottom of the page (see above).Vision Series RIS 5.4. 4.17.7 for the procedure to enter information on the Post Payment Information page. as shown below: Comments Window Displaying Comment Added If you want to add another comment. Depending on your system settings. 6. Adding an Order To display the ADD ORDER button on the Schedule page.

you may need to enter additional data in this window. you must verify the information on the Confirmation page. Click on the OK button to close the window and enter the missing information. To confirm the appointment: 1. Click on the ADD ORDER button on the bottom of the Schedule page. field and type the applicable order number.0 Portal User’s Guide Schedule To add an order: 1.Vision Series RIS 5. Refer to Section 3. click on the COMPLETE button at the bottom of the page.4. Other fields that the administrator assigned to be required may not be denoted by a red asterisk. Click in the Order No. Some required fields are denoted by a red asterisk.5 to edit the Order Details window. Type any applicable missing information. and the Schedule page displays with the visit-related fields populated with data from the recently booked appointment. a window displays stating what field is required. 4. Inc.4. Confirming the Appointment To complete the scheduling process. and the Schedule page displays so you can book another appointment if necessary. AMICAS. the router form. 4.1. 2. If you completed a questionnaire for the exam or a questionnaire is attached to the exam. 2. You can click on the Q button to view or edit the questionnaire. a Q button will be next to the exam code and description.4. The appointment is scheduled. For example. click on the REPEAT button at the bottom of the page. Forms may automatically print after you click on the COMPLETE button. The appointment is scheduled.4 to search for a patient and add a referring physician and exam.2 and 4. Perform one of the following actions: • If you are finished booking appointments for this patient. Follow the steps in Sections 4. questionnaire or a confirmation page. Depending upon which process flow you used to create your appointment.18. 4. 3. the Confirmation window closes. However.4. when you click on the NEXT button. the Confirmation window closes. as shown below: Add Order Button The Order Details window displays. • If you want to book another appointment for the same patient. Proprietary and Confidential 4-47 .

Click on the desired location or click the All option. Inc. Working with the Schedule 4. AMICAS. continue to the next step to select a resource. If you clicked on the All option.Vision Series RIS 5. Click on the down arrow to the right of the Location field. Proprietary and Confidential 4-48 . Click on the down arrow to the right of the Resource field. as shown below: Schedule Page 2.5. To view the schedule: 1. 4. The Schedule page displays. Click on the Schedule tab. Viewing the Schedule Occasionally you will need to view the schedule when you are not booking an appointment.0 Portal User’s Guide Schedule 4. as shown below: Schedule Page Location Field 3. go to Step 6. as shown below: Schedule Page Resource Field You cannot select both a location and a resource.5.1. • • If you clicked on the desired location.

as shown below: Schedule Page Time Field 9. Click on the desired appointment time. as shown below: Day Field The days displayed are on or following today’s date. 10. Click on the down arrow to the right of the Time field. and date you specified. AMICAS. 8. the view that is displayed is determined by what is set up by your administrator for your default view. Proprietary and Confidential 4-49 . 6. The time chosen will display in the schedule list. resource. Click on the arrow to the right of the Day field and select the desired day (if necessary).0 Portal User’s Guide Schedule 5. Click on the FIND button. You can also select the Calendar icon to the right of this field. Click on the desired resource or click the All option. Type a date in the Date field under the Start Search From section. as shown below: Schedule Page Calendar Icon 7. as shown below: Schedule Page Find Button The default view displays listing the schedule for the location. Inc.Vision Series RIS 5. This field supersedes the Date field. After selecting the FIND button.

0 Portal User’s Guide Schedule 11. To print the schedule: 1. as shown below: Schedule Page 2. 4. The appointment information that you entered on this page can be changed once you are on the Apppointment Book. as shown below: Schedule Page Location Field 3. Click on the down arrow to the right of the Resource field. If you clicked on the All option. continue to the next step to select a resource. Printing can be done from the Appointment Book. Click on the desired location or click the All option. Printing the Schedule Even though all scheduling information is accessible through the Vision Series RIS system. as shown below: Schedule Page Resource Field AMICAS. Click on the Schedule tab to access the Schedule page. Inc. Click on the down arrow to the right of the Location field. go to Step 6. • • If you clicked on the desired location.2. Click on the CLOSE button.5.Vision Series RIS 5. sometimes it may be necessary to have a printed schedule. The default view closes and the Schedule page displays. The Schedule page displays. Proprietary and Confidential 4-50 . 4.

as shown below: Day Field The days displayed are on or following today’s date. the view that is displayed is determined by what is set up by your administrator for your default view. Click on the desired resource or click the All option. Inc. as shown below: Schedule Page Find Button After selecting the FIND button. Type a date in the Date field under the Start Search From section. This field supersedes the Date field.0 Portal User’s Guide Schedule You cannot select both a location and a resource. 6.Vision Series RIS 5. 8. click on the Appointment Book tab. 5. You can also select the Calendar button to the right of this field. 7. as shown below: Schedule Page Calendar Button The time you select is not a factor in printing the schedule as the printed report will display all schedule appointments for that entire day. Click on the FIND button. Click on the arrow to the right of the Day field and select the desired day. If the Appointment Book is not your default view. Proprietary and Confidential 4-51 . AMICAS.

0 Portal User’s Guide Schedule The Appointment Book displays listing the schedule for the location. Proprietary and Confidential 4-52 . resource.Vision Series RIS 5. as shown below: Appointment Book 9. as shown below: Appointment Book Print Button AMICAS. and date you specified. Inc. Click on the PRINT button.

Click on the CLOSE button The Appointment Book window closes and the Schedule page displays. Inc. Click on the Schedule tab to access the Schedule page. Click on the COMPLETE button at the bottom of the box. 4. However. Click on the Schedules checkbox. A message will display asking you if you want to print the comments. Proprietary and Confidential 4-53 .Vision Series RIS 5. Rescheduling Appointments The Appointment Book contains a RESCHEDULE button to reschedule appointments. To reschedule an appointment: 1. AMICAS. 12. A printing progress graphic will display and the schedule will be sent to the printer designated as your default in Windows.3. Click on OK if you do want to print comments or CANCEL if you do not want to print comments. you will probably reschedule appointments from the Patient File most of the time. 11.0 Portal User’s Guide Schedule The following Print Options dialog box displays: Print Options 10.5.

Vision Series RIS 5. Proprietary and Confidential 4-54 . This field supersedes the Date field. AMICAS.0 Portal User’s Guide Schedule The Schedule page displays. as shown below: Day Field The days displayed are on or following today’s date. as shown below. Type a date in the Date field under the Start Search From section. Schedule Page Calendar Button 3. Click on the arrow to the right of the Day field and select the desired day. Inc. as shown below: Schedule Page 2. You can also select the Calendar button to the right of this field.

as shown below: Schedule Page Find Button After selecting the FIND button. Click on the FIND button.0 Portal User’s Guide Schedule 4. Proprietary and Confidential 4-55 . Inc. as shown below: Appointment Book AMICAS. Click on the down arrow to the right of the Time field.Vision Series RIS 5. 6. Click on the desired appointment time. If the Appointment Book is not your default view. as shown below: Schedule Page Time Field 5. click on the Appointment Book tab. the view that is displayed is determined by what is set up by your administrator for your default view. The Appointment Book displays.

Navigate through the Appointment Book until you find the patient and click on the patient’s name. 8.Vision Series RIS 5. as shown below: Appointment Book with Patient Selected If you want to reschedule using the drag-and-drop method. Inc. as shown below: Appointment Book Reschedule Button Selected • If your patient has a collections balance. Proprietary and Confidential 4-56 . the following message box may display: Patient In Collection Status Message Box Contact your Administrator for information on how to proceed AMICAS. You cannot use the drag-and-drop method to reschedule a visit that has multiple exams.0 Portal User’s Guide Schedule 7. Click on the RESCHEDULE button. hold down the left mouse button when selecting the patient and drag the patient to the new time slot. If you click OK. Click on OK if you want to reschedule the appointment or click on CANCEL if you do not want to reschedule the appointment. a window will ask you if you want to reschedule the appointment. Once you release the left mouse button. the Reschedule Visit Reason window will display.

Vision Series RIS 5. the Reschedule Visit Reason window displays. as shown below: Reschedule Visit Reason Window for Multiple Exams 9. This needs to be done first if you are rescheduling multiple exams to allow the Reason field to be active and not grayed out. If only one exam is chosen from a multiple exam visit. you cannot select a reason. • Click on the down arrow to the right of the Reason field and select a reason. Perform one or more of the following actions: • Click on the checkbox next to the applicable exam(s) to reschedule. the Reschedule Visit Reason window displays. Proprietary and Confidential 4-57 . Inc. as shown below: Reschedule Visit Reason Window • If the patient has more than one exam schedule. AMICAS.0 Portal User’s Guide • Schedule If your patient only has one exam for this visit.

as shown below: Schedule Page Calendar Button AMICAS.0 Portal User’s Guide Schedule 10. 11. the window is closed and the Schedule page is displayed with the patient’s appointment information. Modify or add any necessary information and click on the COMPLETE button. Click in the Other Reason field and type a reason (if necessary). as shown below: Schedule Page 2. Proprietary and Confidential 4-58 . Cancelling Appointments Cancelling appointments is done via the Appointment Book. Perform Steps 2 – 5 to search for a new date and time slot. Click on the Schedule tab to access the Schedule page. the window is closes and the appointment is rescheduled. Type a date in the Date field under the Start Search From section. The appointment information updates. 13. 12.4. The reason is saved. Inc. The Schedule page displays. To cancel an appointment: 1. A new appointment time is selected and the Confirmation page is displayed with the patient’s information. You can also select the Calendar button to the right of this field. 4. Double-click on the desired time slot. Click on the COMPLETE button at the bottom of the Reschedule Visit Reason window.5. 14.Vision Series RIS 5.

Inc. Click on the down arrow to the right of the Time field. Click on the arrow to the right of the Day field and select the desired day. as shown below: Schedule Page Time Field 5. as shown below: Schedule Page Find Button After selecting the FIND button.Vision Series RIS 5. the view that is displayed is determined by what is set up by your administrator for your default view. AMICAS.0 Portal User’s Guide Schedule 3. This field supersedes the Date field. Click on the FIND button. If the Appointment Book is not your default view. 4. 6. Proprietary and Confidential 4-59 . click on the Appointment Book tab. Click on the desired appointment time. as shown below: Day Field The days displayed are on or following today’s date.

0 Portal User’s Guide Schedule The Appointment Book displays. as shown below: Appointment Book 7. as shown below: Appointment Book Cancel Button AMICAS. Navigate through the Appointment Book until you find the patient and click on the patient’s name. Proprietary and Confidential 4-60 . Click on the CANCEL button. Inc. as shown below: Appointment Book with Patient Selected 8.Vision Series RIS 5.

Inc. Click in the field beneath the Reason field and type a reason. the Cancel Visit Reason window displays. • Click on the arrow to the right of the Reason field and select a reason. You need to select all exams to allow the Reason field to be active and not grayed out.0 Portal User’s Guide Schedule • If your patient only has one exam for this visit. Proprietary and Confidential 4-61 . as shown below: Cancel Visit Reason • If the patients has more than one exam scheduled. 10. Perform one or more of the following actions: • Click on the checkbox next to the applicable exam(s) to cancel. AMICAS.Vision Series RIS 5. as shown below: Cancel Visit Reason Window for Multiple Exams 9. the Cancel Visit Reason displays.

select No Reason and type a reason in the Other Reason field. The window closes. sometimes it is necessary to overbook appointments.0 Portal User’s Guide Schedule 11. A time slot could be unavailable due to a room being closed or another patient having that appointment. 13. 4. The Appointment Book window closes and the Schedule page is displayed. as shown below: Schedule Page AMICAS. Click on the appropriate reason. The Schedule page displays. Proprietary and Confidential 4-62 . However. Click on the COMPLETE button.5. you can force appointments into unavailable time slots in the Appointment Book. If the appropriate reason is not listed in the Reason drop-down list. the appointment is cancelled and the Appointment Book window refreshes. Click on the CLOSE button. Forcing Appointments Vision Series RIS can only book one exam in one time slot.5. Inc.Vision Series RIS 5. Click on the Schedule tab to access the Schedule page. The following message displays when a time slot is not available: Time Slot Not Available To force an appointment: 1. If proper administrative privileges are given. 12.

To remove an exam inadvertently added to the Selected Exams section. 3. click once on the exam you want to remove. Proprietary and Confidential 4-63 . For more information on warning messages. Click in the Search by Exam Code or Keyword field and type the exam code. as shown below: Search by Exam Code or Keyword Field and Exam Results Clicking the SEARCH button without typing any text in the Search by Exam Code or Keyword field will result in all exam codes being displayed. You can also select the Calendar button to the right of this field. as shown below. Clicking on the CLEAR button on the bottom of the Schedule page will remove all information from all fields on this page. or part of the exam description. 4. You may notice the Warning icon next to one of the exams that listed in the Selected Exams section of the page. Type a date in the Date field under the Start Search From section. Schedule Page Calendar Button AMICAS.Vision Series RIS 5. including any found or selected exams. The exam(s) that meet your search criteria are listed in the Exams Found section (see above figure). If only one search result was found.0 Portal User’s Guide Schedule 2.4. 5. Scroll up and down through the list of exams using the scroll bar to the right of the Exams Found section and single-click on the appropriate exam(s) to add them to the Selected Exams section. The exam(s) is added to the Selected Exams section of the page. keyword. the result will automatically be placed in the Selected Exams section. Inc. Click on the Search by Exam Code or Keyword Search button or press [Enter]. see Subsection 4.7.

as shown below: Day Field The days displayed are on or following today’s date. Click on the arrow to the right of the Time field. the view that is displayed is determined by what is set up by your administrator for your default view.Vision Series RIS 5.0 Portal User’s Guide Schedule 6. This field supersedes the Date field. Inc. Click on the desired appointment time. as shown below: Schedule Page Find Button After selecting the FIND button. Click on the FIND button. 7. click on the Appointment Book tab. Click on the arrow to the right of the Day field and select the desired day. If the Appointment Book is not your default view. 9. Proprietary and Confidential 4-64 . AMICAS. as shown below: Schedule Page Time Field 8.

Inc. 11. Click on the FORCE button. When the appointment has been forced. Go to Subsection 4. as shown below: Appointment Book Force Button The Confirmation page displays. as shown below: Forced Appointment AMICAS. Click on an unavailable time slot. 12.18 for details on completing the Confirmation page.4. it will be shaded red on the Appointment Book page. as shown below: Appointment Book 10.Vision Series RIS 5.0 Portal User’s Guide Schedule The Appointment Book displays. Proprietary and Confidential 4-65 .

To add a patient to the wait list: 1. a screen tip displaying a list of previously scheduled or forced appointments displays.6. as shown below: Forced Appointment Screen Tip 4.Vision Series RIS 5. the patient record will not be removed from the wait list. The Schedule page displays.5. as shown below: Schedule Page AMICAS. Inc. Adding Patients to the Wait List The wait list is used to identify patients that have already been scheduled for an appointment. Once the patient’s appointment time has passed. Click on the Schedule tab to access the Schedule page. To add a patient to the wait list. the appointment will need to be removed from the wait list by the Administrator.0 Portal User’s Guide Schedule When hovering over the forced appointment. however the patient would like to be scheduled for a different appointment time. Proprietary and Confidential 4-66 . Patients on the wait list will not automatically be scheduled if there are cancellations. the appointment must be the future and the original appointment must be active. therefore it is important to check the list when other patients cancel appointments.

4. the view that is displayed is determined by what is set up by your administrator for your default view. Click on the arrow to the right of the Day field and select the desired day. as shown below: Day Field The days displayed are on or following today’s date. Type a date in the Date field under the Start Search From section. Click on the FIND button. If the Appointment Book is not your default view. This field supersedes the Date field. as shown below. Click on the arrow to the right of the Time field.Vision Series RIS 5. Inc. Schedule Page Calendar Button 3.0 Portal User’s Guide Schedule 2. AMICAS. click on the Appointment Book tab. Click on the desired appointment time. Proprietary and Confidential 4-67 . as shown below: Schedule Page Time Field 5. as shown below: Schedule Page Find Button After selecting the FIND button. You can also select the Calendar button to the right of this field. 6.

Proprietary and Confidential 4-68 . AMICAS.Vision Series RIS 5. The message closes. 8. as shown below: Appointment Book 7. as shown below: Appointment Book Wait List Button A wait list confirmation message displays. Click on the patient to be added to the wait list. as shown below: Waiting List Confirmation Message 9. Click on the CLOSE button. Click on the WAIT LIST button. Inc.0 Portal User’s Guide Schedule The Appointment Book displays.

Access the Appointment Book. The text typed here will display in a screen tip when the user hovers over the schedule exception in the Appointment Book. patients may not be able to be booked due to equipment maintenance being performed on a scanner. 1. 5. as shown below: Block Time Window 4. Proprietary and Confidential 4-69 . For example. Type the schedule exception’s duration in minutes in the Duration field. you are creating a schedule exception.0 Portal User’s Guide Schedule 4. Type a short description of the schedule exception in the Name field. In order to block schedule time. 2. You can block time in a room from the Appointment Book.5. Click on the BLOCK TIME button. Blocking Scheduling Time Occasionally rooms may need to be closed for a specific amount of time. When blocking time in the Appointment Book. The time must be divisible by five. 3. as shown below: Appointment Book Block Time Button The Block Time window displays. the Administrator must grant you specific privileges in the schedule module. You can open a portion of the blocked time if necessary. Inc. Click on a time slot. AMICAS.Vision Series RIS 5.7.

Contact your Administrator to reschedule the appointment(s).5.8. as shown below: Block Time Window Displaying Information If the Reschedule Existing Visits check box is checked. as shown below: Appointment Book Open Time Button AMICAS. Click on the COMPLETE button. Click on the OPEN TIME button. 3. 7. Access the Appointment Book.5. the system does not automatically reschedule these visits. To open schedule time: 1. Check the Reschedule Existing Visits box only if you want to reschedule all existing appointments. You can leave the appointment(s) in the blocked time and click on the Reschedule button as detailed in Section 4.0 Portal User’s Guide Schedule 6.3. 2. Click on the schedule exception you want to remove from the Appointment Book. Opening Schedule Time Re-open blocked time by using the OPEN TIME button in the Appointment Book.Vision Series RIS 5. 4. Proprietary and Confidential 4-70 . Inc. The blocked time information is saved and the Block Time window closes.

The text typed here will display in a Screen Tip when the user hovers over the schedule exception in the Appointment Book.0 Portal User’s Guide Schedule The Open Time window displays. AMICAS. as shown: Open Time Window 4. The open time information is saved and the Open Time window closes. The time must be divisible by five. as shown below: Appointment Book Opening Blocked Time Screen Tip 5.Vision Series RIS 5. Type how much time you are opening in minutes in the Duration field. Click on the COMPLETE button. Type a short description of why you are opening the time in the Name field. Inc. 6. Proprietary and Confidential 4-71 .

Vision Series RIS Portal User’s Guide Check In/Out CHAPTER 5 Check In/Out Check In/Out Module – Main Page 5.1. Chapter Objectives This chapter will cover the following material: • • • • • • • • • • Overview Searching for and Selecting a Patient Verifying Patient Information Adding. Inc. Proprietary and Confidential 5-1 . and Other Items Checking in the Patient Scheduling Walk-In Patients Removing No Show Patients Rescheduling Appointments AMICAS. Routers. Editing or Deleting Exams from the Post Payment Information Page Logging Payments Printing Arrival Notifications.

as shown below: Check In/Out Page If you want to sort the appointment status in descending order. first name.3. Inc. Click on the Check In/Out tab. • Click in the Find Patient field and type the patient’s name in the format last name. Searching for and Selecting a Patient To start checking in patients. 2. click on the Status column title once. Perform one or more of the following actions: It is unlikely that you would enter information in all fields. go to Step 4. If the patient you want to check in is visible. Appointments with a status of Scheduled are highlighted in yellow. Overview The Check In/Out module of Vision Series RIS allows a user to change the status of a patient's exam. Click on the title twice to sort in ascending order. 5. a patient must first be selected.2. Proprietary and Confidential 5-2 . however you could do so if needed. as shown below: Find Patient Field AMICAS. click on the Resource column title once to sort in descending order and twice to sort in ascending order. To search for and select a patient: 1. If you want to sort the appointment resources.Vision Series RIS Portal User’s Guide Check In/Out 5. This module is used to check in the patient upon arrival and check out the patient at the end of their visit.

the patient will display in red.Vision Series RIS Portal User’s Guide Check In/Out You must type at least two characters of the patient’s last name or first name to search. 3. Click on the SEARCH button. as shown below: Resource Field The Resource field may contain the resource associated with your user login. This is not a case sensitive field. • Click on the arrow to the right of the Location field and select the appropriate location. For example: . as shown below: Check In/Out Patient Search Results If your system administrator has set up the collections balance User Roles on the Admin side of the application and a patient has a collection balance due. • Click on the arrow to the right of the Resource field and select the appropriate resource. Inc. Proprietary and Confidential 5-3 . as shown below: Patient Search Results Displaying a Patient with a Collections Balance AMICAS. as shown below: Location Field The Location field may contain the location associated with your user login. as shown below: Check In/Out Patient Search Button The patient(s) matching your search criteria is displayed. Perform one of the following actions: • • Press [Enter].john would result in all “Johns” being displayed. If you are entering the patient’s first name you must include a comma before the name.

Check In/Out Comments Page AMICAS. review. Perform one of the following actions: • • Double-click on the patient. Click on the CHECK IN/OUT button. ○ If the Comments page displays (as shown below) either click on the CLOSE button or perform the steps in the Subsection 4. Click on the patient you want to check in. as shown below: Check In/Out Button If the Patient is not scheduled for Today window displays. Inc. edit or delete a comment. click on the OK button to continue or click on the CANCEL button to return to the Check In/Out page.16 to add.4. 5.Vision Series RIS Portal User’s Guide Check In/Out 4. Proprietary and Confidential 5-4 .

Vision Series RIS Portal User’s Guide ○ Check In/Out If the Post Payment Information page displays (as shown below).4 to enter the demographics and insurance data.7 to enter post payment information. Proprietary and Confidential 5-5 . Demographics Window AMICAS. continue to Section 5. Inc. continue to Section 5. Post Payment Information Page ○ If the Demographics window displays (as shown below).

you have the opportunity to add more information to the patient’s file.4. Most of the information on the Exam Details page is not available during check in.Vision Series RIS Portal User’s Guide Check In/Out The Demographics window may have a Collections Balance field. Proprietary and Confidential 5-6 .14 for more information on entering demographic information. The Film and Audit Trail tabs are visible.27 for more information on the Exam Details page. 5. The Visit Info page contains such information as the: • • • • • • referring physician guarantor data service type admission date discharge date accident information The Exam Details page contains specific information about the procedures performed during the selected visit. but cannot be selected during this process. 5. This field is dependant upon the User Roles on the Admin side of the application. Verifying Patient Information As you check in a patient.4. The top section displays procedures associated with the visit and the bottom section displays information about the selected procedure.1. Please contact your administrator for more information. Refer to Section 7. Type any additional information on the Demographics window and click on the NEXT button or the Policies tab. the Demographics window will display. After a patient is selected for Check In. AMICAS.4. Verifying Patient Information on the Policies Page To verify patient information on the Policies page: 1. Inc. Refer to Section 4. The Policies page contains information about the patient’s policies and specific details on each policy.

as shown below: Add Button AMICAS. Proprietary and Confidential 5-7 . perform one of the following actions: • double-click on the policy • single click on the policy and click on the SELECT button. Go to Step 8. refer to Section 7. 2.15. If the desired policy is listed under the Patient Policies section. as shown below: Policies Page For more information on the Policies page. Click on the ADD button. Inc.Vision Series RIS Portal User’s Guide Check In/Out The Policies page displays.

as shown below: Plan Search Window AMICAS. Type two or more characters of the plan’s name in the Plan field and either click on the search button to the right of the Plan field. as shown below or press [Enter]: Plan Field Search Button The Plan Search window displays. as shown below: Add/Edit Policies Window 3.Vision Series RIS Portal User’s Guide Check In/Out The Add/Edit Policies window displays. Proprietary and Confidential 5-8 . Inc.

as shown below: Plan Search Results If no search results are provided.16. as shown below: Searching for a Plan The insurance plans that match your search criteria display in the Search Results section of the Plan Search window. as shown below: Insurance Plan Information AMICAS. Inc. and/or use one or both of the optional Additional Search Criteria pull-down menus if desired (entering the appropriate text in the field to the right of each Additional Search Criteria option).7 for information on performing a Quick Plan registration. Double-click on the desired insurance plan in the Search Results section. Proprietary and Confidential 5-9 . and click on the SEARCH button. refer to Subsection 7.Vision Series RIS Portal User’s Guide Check In/Out 4. The Plan Search window closes and the top section of the Add/Edit Policies window populates with the policy information. 5. type all or part of the plan name in the Plan Search field. If not previously entered.

5.Vision Series RIS Portal User’s Guide Check In/Out 6. Verifying Patient Information on the Visit Info Page To verify patient information on the Visit Info page: Click on the NEXT button on the bottom of the Policies page or click on the Visit Info tab. The insurance data is updated and the Visit Info page is displayed. Policy No. Double-click on the newly-added policy. and Pre-Cert No. as shown below: Visit Info Page AMICAS. Inc. Click beneath the Auth No. Proprietary and Confidential 5-10 . 8. fields in the Visit Policies section and type the applicable numbers (if necessary).4. The Add/Edit Policies window closes and the policy is added to the Policies page.2. 7. Information about the policy displays in the Visit Policies section. is a required field. Type any additional information about the policy and click on the COMPLETE button.

Click on the ADD button.Vision Series RIS Portal User’s Guide Check In/Out a. Adding a Physician To add a physician: 1. Proprietary and Confidential 5-11 . as shown below: Referring Physician Search Window AMICAS. as shown below: Visit Info Add Button The Referring Physician search window opens. Inc.

For example: . select a criteria and type the corresponding text in the box(es) to the right of the field(s). however you could do so if needed. Proprietary and Confidential 5-12 . If you are entering the referring physician’s first name you must include a comma before the name. • Type at least two characters of the practice in the Practice field. as shown below: Practice Field • Click on the down arrow to the right of field(s) under the Additional Search Criteria section. Double-click on the desired physician. • Type the doctor’s name in the Referring Physician field.john would result in all “Johns” being displayed. A list of physicians that match your search criteria displays. as shown below: Referring Physician Search Page You must type at least two characters of the referring physician’s last name or first name to search.Vision Series RIS Portal User’s Guide Check In/Out 2. Click on the SEARCH button. 4. This is not a case sensitive field. If the referring physician’s name is displayed in red. AMICAS. as shown below: Additional Search Criteria 3. it means that physician has no distribution defined. Perform one or more of the following actions: It is unlikely that you would enter information in all fields. Inc.

b. Any physicians added after the Referring Physician will be CC Physicians. 2. Proprietary and Confidential 5-13 . Visit Info Delete Button You cannot remove all referring physicians or an error message displays. Click on the physician you want to remove on the Visit Info page. Deleting a Physician To delete a physician: 1. Click on the DELETE button. as shown below: Visit Info Page Displaying the CC Physician The first physician added will be the Referring Physician. Inc. AMICAS. as shown below: This option may not be available and is dependant upon your system settings determined by the Administrator.Vision Series RIS Portal User’s Guide Check In/Out The Referring Physician Search page closes and the Visit Info page displays either the Referring Physician or the CC doctor in the list of physicians.

proceed with the next steps.Vision Series RIS Portal User’s Guide Check In/Out The following prompt displays: Deleting Referring Physician Prompt 3. The physician is removed from the Visit Info page. If not. Click on the Guarantor Name Down Arrow to display a drop-down list of all valid guarantors for the patient’s record. Specifying a Guarantor The bottom section of the Visit Info page displays information about the guarantor. Inc. as seen in the example below: Guarantor Information Note that the Guarantor Name field defaults to the patient. as seen in the following example: Guarantor Name Down Arrow If the desired guarantor’s name is already in the drop-down list. select the guarantor. click on the search button to the right of the Guarantor Name field. 2. you must enter the guarantor and select the relationship. Proprietary and Confidential 5-14 . If the guarantor is someone other than the patient. To specify the guarantor if the guarantor is not the patient: 1. c. If the desired guarantor’s name is not included in the drop-down list. as shown below: Guarantor Name Search Button AMICAS. Click on the OK button on the prompt dialog box.

first name). as shown below: Searching for a Guarantor AMICAS. use one or both of the optional Additional Search Criteria pull-down menus if desired (entering the appropriate text in the field to the right of each Additional Search Criteria option).Vision Series RIS Portal User’s Guide Check In/Out The Guarantor Search window opens. and click on the SEARCH button. Inc. Proprietary and Confidential 5-15 . as shown below: Guarantor Search Window 3. Type all or part of the guarantor’s name in the Guarantor Search field (last name.

go to Step 5. go to the next step. Proprietary and Confidential 5-16 . The record displays in the Guarantors section at the bottom of the page and the Pt. If there is no matching record in the Search Results section of the Guarantor Search window.Vision Series RIS Portal User’s Guide Check In/Out Records that match your search criteria display in the Search Results section. add the guarantor to the patient’s record by going to Step 6. you must select the patient’s relationship to the guarantor in the Guarantor Search window. Relation to Guarantor drop-down field displays. as shown below: Setting the Guarantor Relation to Patient Since the Relationship field is no longer located on the Visit Info page. If the guarantor is listed in the search results but you want to view and/or edit the guarantor’s information. Select the guarantor by either double-clicking on the guarantor or by single-clicking on the guarantor and clicking on the SELECT button at the bottom of the Search Results section. 4. Inc. AMICAS. as shown below: Guarantor Search Results Your next actions to perform depend on whether the desired guarantor is displayed in the Search Results section or not: • • • If the desired guarantor is listed in the search results and you do not need to edit the guarantor’s information.

and the application automatically selects the new guarantor. and phone number will be displayed on the Visit Info page for quick reference if available. Proprietary and Confidential 5-17 .Vision Series RIS Portal User’s Guide • • Check In/Out Select the entry that best describes the patient’s relationship to the guarantor from the drop-down Pt. as shown below: Complete Button Your selection is saved and the Guarantor Search window closes. date of birth. The guarantor is added to the Guarantor Name drop-down list on the Visit Info page. Relation to Guarantor field. Click on the COMPLETE button at the bottom of the Guarantor Search window. AMICAS. Inc. as shown below: Selected Guarantor Information The guarantor’s address.

as shown below: Edit Button The Guarantor Info window displays.Vision Series RIS Portal User’s Guide Check In/Out 5. Inc. as shown below: Editing Guarantor Information • • Edit any of the guarantor data as needed and click on the COMPLETE button at the bottom of the page to save your changes and return to the Guarantor Search window. Select the guarantor from the Search Results section of the Guarantor Search window by either double-clicking on the guarantor or by single-clicking on the guarantor and clicking on the SELECT button at the bottom of the Search Results section. Proprietary and Confidential 5-18 . AMICAS. Click on the guarantor record in the Search Results section of the Guarantor Search page and click on the EDIT button.

Your selection is saved and the Guarantor Search window closes. as shown below: Selected Guarantor Information AMICAS. and the application automatically selects the new guarantor. When finished. as shown below: Selected Guarantor • • If the patient’s relationship to the guarantor is not already displayed in the Pt.Vision Series RIS Portal User’s Guide Check In/Out The record displays in the Guarantors section at the bottom of the page. click on the COMPLETE button at the bottom of the Guarantor Search window. The guarantor will be added to the Guarantor Name drop-down list on the Visit Info page. select the relationship by clicking on the arrow to the right of that field. Inc. Proprietary and Confidential 5-19 . Relation To Guarantor field.

Proprietary and Confidential 5-20 . as shown in the following example: Add Guarantor Button AMICAS. Alternatively.Vision Series RIS Portal User’s Guide Check In/Out The guarantor’s address. you can begin the process by clicking on the ADD button at the bottom of the Search Results section. Inc. 6. a warning message displays. When you first run your search. if you have clicked the Cancel button or if the warning message does not display. date of birth. and phone number will be displayed on the Visit Info page for quick reference if available. as shown below: No Match Found • Click on the OK button to begin the process of creating a new guarantor.

We recommend that you enter information in the DOB (MM/dd/yyyy) and Gender fields. • Once you have entered the necessary information. AMICAS. Proprietary and Confidential 5-21 . click on the COMPLETE button at the bottom of the Guarantor Info window to save your changes and return to the Guarantor Search window. as shown below: Adding a New Guarantor • Enter information about the guarantor n the Guarantor Info window. These fields are not required fields.Vision Series RIS Portal User’s Guide Check In/Out The Guarantor Info window displays. Inc. The only required fields in this window are Last Name and First Name. but you should verify that the information is correct before proceeding. The application will attempt to fill in these fields based on your search criteria.

the new record will display in the Guarantors section at the bottom of the Guarantor Search window and the Pt. Proprietary and Confidential 5-22 . as shown below: Setting the Guarantor Relation to Patient Since the Relationship field is no longer located on the Visit Info page. Relation to Guarantor field.Vision Series RIS Portal User’s Guide Check In/Out When you click on the COMPLETE button. Inc. you must select the patient’s relationship to the guarantor in the Guarantor Search window. AMICAS. • Select the entry best describing the patient’s relationship to the guarantor from the drop-down Pt. the new record will display in the Search Results section of the Guarantor Search window. as shown below: Newly-Added Guarantor • Select the guarantor by either double-clicking on the guarantor or by single-clicking on the guarantor and clicking on the SELECT button at the bottom of the Search Results section. Relation to Guarantor drop-down field displays. When you select the guarantor.

and the application automatically select the new guarantor. AMICAS. Proprietary and Confidential 5-23 . as shown below: Selected Guarantor Information Note that the guarantor’s address.Vision Series RIS Portal User’s Guide • Check In/Out Click on the COMPLETE button at the bottom of the Guarantor Search window. the guarantor is added to the Guarantor Name drop-down field on the Visit Info page. as shown below: Complete Button The Guarantor Search window closes. Inc. date of birth. and phone number will be displayed on the Visit Info page for quick reference if available.

Vision Series RIS Portal User’s Guide Check In/Out d. You can select a patient’s service type in the Patient Files window on the Visit Info page. Click on the down arrow to the right of the Service Type field on the Visit Info page. To specify a Service Type: 1. as shown in the example below: Service Type Field AMICAS. Several service types are already loaded in the system. Inc. This service type indicates that both technical and professional services were performed by the billing party. This service type indicates that the films and exams were performed by another facility. This service type indicates that only the technical portion of the exam was performed by the billing party. Specifying the Service Type The type of service is a code entered on the Health Care Finance Administration (HCFA) that represents where the medical services were performed. Proprietary and Confidential 5-24 . but more can be adding using the Service Types link on the Admin Menu. The following table lists the service types loaded in the system and their descriptions: Service Type Professional Technical Global Outside Read Description This service type indicates that only the professional portion of the exam was performed by the billing party.

The patient’s file is updated and the Post Payment Information page displays. Proprietary and Confidential 5-25 . AMICAS. Click on the COMPLETE button at the bottom of the Visit Info page. Click on the NEXT button on the bottom of the Visit Info page or click on the Exam Details tab. 5. 2. 3. as shown in the example below: Exam Details Page Refer to Section 7.3.27 for more information on the Exam Details page.4. The Exam Details page displays. Select the appropriate service type.Vision Series RIS Portal User’s Guide Check In/Out 2. Inc. Click on the NEXT button. Verifying Patient Information on the Exam Details Page To verify patient information on the Exam Details page: 1.

27. To add. AMICAS. You may not see one of these pages during your Check In process. If you want to modify the procedures from the Exam Details page. it means that physician has no distribution defined. and replace exams from the Post Payment Information page: 1. deleted and/or replaced from the Post Payment Information page. Deleting and Replacing Exams from the Post Payment Information Page Exams can be added. a CT study of the pelvis and a CT study of the abdomen (both procedures) may be performed during one exam. as shown below: Exam Code and Description Section Add Button If the referring physician’s name is displayed in red.5. delete. For example. Click on the ADD button in the Exam Code and Description section. Proprietary and Confidential 5-26 . An exam can contain many procedures. Adding.Vision Series RIS Portal User’s Guide Check In/Out 5. Inc. refer to Section 7.

Inc.Vision Series RIS Portal User’s Guide Check In/Out The Exam Code Search window displays. 3. Click on the SEARCH button or press [Enter]. 2. as shown below: Exam Code Search If you want to display all exam codes in numerical order. Proprietary and Confidential 5-27 . AMICAS. Click in either the Exam Code or Description field and type your search criteria. click on the SEARCH button before typing information in any fields.

as shown below: Exam Code Search Results 4. Click on the exam code you want to add. Inc. Proprietary and Confidential 5-28 . Click on the COMPLETE button. You can double-click on the exam code.Vision Series RIS Portal User’s Guide Check In/Out The Exam Code Search window lists the exam codes that match your criteria. 5. AMICAS.

Proprietary and Confidential 5-29 .6.27. Editing and Deleting Procedures from the Post Payment Information Page Procedures can be added. However. as shown below: Newly-Added Exam Code Added to the Post Payment Information Page You can click on the new exam code to list the procedures attached to the exam code in the bottom section of the window . refer to Section 7. Inc. 6. Adding.You can delete any exam code by clicking on it and clicking on the DELETE button under the Exam Code and Description section. edited and/or deleted from the Post Payment Information page. You can replace any exam code by clicking on it and clicking on the REPLACE button under the Exam Code and Description section. If you want to modify the procedures from the Exam Details page.1. Perform the steps in the following section to complete the post payment information. AMICAS.Vision Series RIS Portal User’s Guide Check In/Out The Exam Code Search window closes and the newly-added exam code is added to the Post Payment Information page. A new accession number is created for each procedure added using either the ADD or REPLACE buttons under the Exam Code and Description section. 5. 5. you cannot delete the last exam of a visit. Adding a Procedure Code from the Post Payment Information Page A technologist or a front desk clerk can add a procedure to a particular exam for a particular patient.6.

Click on the ADD button beneath the Procedure Code section. Proprietary and Confidential 5-30 . it means that physician has no distribution defined. as shown below: Add Procedure Codes Window AMICAS. Inc. as shown below: If the referring physician’s name is displayed in red. Adding a Procedure Code The Add Procedure Codes window displays.Vision Series RIS Portal User’s Guide Check In/Out To add a procedure code from the Post Payment Information page: 1.

Inc. Click on the appropriate procedure code under the Search Results section. Information about the procedure code displays in the section beneath the Search Results section. as shown below: Unit Field AMICAS. Proprietary and Confidential 5-31 . as shown below: Procedure Code Information 5.Vision Series RIS Portal User’s Guide Check In/Out 2. as shown below: Procedure Category Field 3. Perform one or more of the following actions: • Click in the Unit field and type the number of units. as shown below: Procedure Code and Description Fields • Click on the down arrow to the right of the Category field and select a category. Click on the SEARCH button or press [Enter]. as shown below: Add Procedure Code Search Results 4. Perform one or more of the following actions to search for an applicable procedure code: • • Click in the Procedure Code field and type all or part of the desired procedure code (see below). Search results matching your search criteria display under the Search Results section. Click in the Description field and type all or part of the description.

Click in the checkbox next to the procedure code you want to edit and click on the EDIT button beneath the Procedure Code section.11. as shown below: Film Quality Field To add a modifier for one procedure. refer to Section 6.13.2. Inc.Vision Series RIS Portal User’s Guide • Check In/Out Click in the Fee field and type the fee for the procedure. To add a diagnosis for multiple procedures. Editing a Procedure Code from the Post Payment Information Page To edit a procedure code from the Post Payment Information page: 1. as shown below: Editing a Procedure Code AMICAS.14. as shown below: Fee Field • Click on the down arrow to the right of the Film Quality field and select a quality.12. Proprietary and Confidential 5-32 .6. 5. To add a diagnosis for one procedure. refer to Section 6. refer to Section 6. To add a modifier for multiple procedures. refer to Section 6.

The Check In/Out tab displays. Refer to Section 6. Refer to Section 6. Click on the COMPLETE button on the bottom of the Post Payment Information window. AMICAS. 6.11. as necessary: • • • • • • Unit Auth Number Urgent Film Quantity Film Type Film Quality 3. Inc. Add or delete your diagnosis. Add your modifiers. as shown below: Edit Procedure Codes Window 2. 4. Click on the COMPLETE button on the bottom of the Edit Procedure Codes window. Modify any or all of the following fields.Vision Series RIS Portal User’s Guide Check In/Out The Edit Procedure Codes window displays.13. The Edit Procedure Codes window closes and the Post Payment Information window displays. 5. Proprietary and Confidential 5-33 .

Proprietary and Confidential 5-34 . 2. Click in the checkbox next to the procedure code you want to delete and click on the DELETE button beneath the Procedure Code section. Logging Payments During check in.Vision Series RIS Portal User’s Guide Check In/Out 5. Click on the arrow to the right of the Payment Method field (if necessary) and select the payment type. you log a payment from a patient in the Post Payment Information page. 5. Click on the COMPLETE button on the bottom of the Edit Procedure Codes window. Deleting a Procedure Code from the Post Payment Information Page To delete a procedure code from the Post Payment Information page: 1. 3. Click on the COMPLETE button on the bottom of the Post Payment Information window.7.6. To log a payment: 1. as shown below: Deleting a Procedure Code There is no confirmation window. so be sure you have selected the procedure code you want to delete. The procedure code is removed from under the Procedure Code section. as shown below: Amount Collected Field 2. Inc. The Edit Procedure Codes window closes and the Post Payment Information window displays. Click in the Amount Collected field (if necessary) and type the amount collected.3. The Check In/Out tab displays. as shown below: Payment Method Field AMICAS.

router or another item: 1. field and type the credit card or check number (if necessary). Click in the Expiration Date field and type an expiration date (if you are using a credit card payment). Routers. AMICAS. and Other Items Arrival notifications. routers. Your system may print documents automatically to the printer that the administrator has setup. Field To view logged payment information. Click on the PRINT button in the lower right corner of the screen.Vision Series RIS Portal User’s Guide Check In/Out 3. and other items can be printed from any check in page via the PRINT button. Expiration Date Field Enter an expiration date in one of the following formats: • • • mmyy mm-yy mm/yy 5. Continue to the next section to print exit bills. To print an arrival notification. Inc. Click in the Check/Card No.27 for more information on the Exam Details page in the patient’s file.8. Printing Arrival Notifications. as shown below: This step is optional if the patient is paying with a check. Proprietary and Confidential 5-35 . 4. refer to Section 7. arrival notifications and routers. 5. as shown below: Check/Card No.

The In Process status indicates that Tech Entry has started. or Ended. 2. 5. Checking In the Patient After all information is entered in the Post Payment Information page. All selected items are sent to the printer set as your default in Window and the Print Options window closes. Click on the COMPLETE button.9. To check in a patient: 1. and the Check In/Out page displays with the appointment Status column updated to CheckIn. In Process. Verify the procedure code and payment data on the Post Payment Information page. Click on the COMPLETE button. as shown below: Check In/Out Page Displaying the CheckIn Status The Status column can state Scheduled. Click in the checkbox(es) next to the item(s) you want to print. as shown below: Print Options Window 2. 4.Vision Series RIS Portal User’s Guide Check In/Out The Print Options window displays. Proprietary and Confidential 5-36 . Inc. AMICAS. Check In. The Post Payment Information page closes. 3. Continue to the next section to complete the check-in process. the patient can be checked in.

To schedule a walk-in patient: 1. 3. For more information on the Policies page. For more information on adding exams.10. Search for and add exam(s). Enter insurance data on the Policies page and click on the COMPLETE button. The Schedule page displays. Access the Check In/Out page and click on the WALK IN button. For more information on the Demographics page.14. 5.4. refer to Section 7. Proprietary and Confidential 5-37 . Scheduling Walk-In Patients Scheduling walk-in patients from the Check In/Out page is a combination of scheduling and check in. 7. 4.2. refer to Subsection 4.21.2.4. Click on the arrow to the right of the Location field and click on a location. For more information on searching for and selecting a patient. 6. The Schedule page displays with WALK IN in the Contacted by field and Urgent in the Reason field. Enter information on the Demographics window and click on the NEXT button. Do not change the date under the Start Search From section when the appointment is a Walk In. as shown below: Schedule Page with Walk In Information 2. Search for and click on a patient. The Policies page displays.4.1. refer to Subsection 4. refer to Subsection 4.Vision Series RIS Portal User’s Guide Check In/Out 5. Inc. AMICAS.4. For more information on searching for and selected a referring physician. refer to Subsection 4. Search for and select a referring physician.

To remove a no show patient: 1. Only an appointment with a status of Scheduled on the Check In/Out page can be removed. 5. or Warning window displays. Proprietary and Confidential 5-38 . do one or more of the following: • • Type information on the Comments or Questionnaire windows.Vision Series RIS Portal User’s Guide Check In/Out 8. and the patient’s status is updated.5. Click on the CLOSE button. refer to Section 5. click on the COMPLETE button at the bottom of the page. the Check In/Out page displays. Access the Check In/Out page and click on the patient. The Check In/Out: Post Payment Information page displays. If the Patient File window displays. 9. Questionnaire. you can modify the Reason field on the Check In/Out: Post Payment Information window. If necessary.7. as shown below: Check In/Out: Post Payment Information Window Reason Field 10. Inc. The walk-in patient is scheduled and checked in. For more information on adding. Verify the procedure(s) listed on the Check In/Out: Post Payment Information window are accurate. The NO SHOW button can be used to remove these patients from the page and update their appointment statuses in the patient file. Click on the FIND button. deleting and/or replacing exams.11. Removing No Show Patients At the end of the day there may be patients on the Check In/Out page that did not show up for their appointments. Click on the COMPLETE button. For more information on logging payments. AMICAS. If a Comments. refer to Section 5.

Rescheduling Appointments If a patient is listed on the Check In/Out page. as shown below: No Show Reason Window 3. you can use the RESCHEDULE button to change their appointment day and time.12. No Show Button The No Show Reason window displays. You can only reschedule an appointment on the Check In/Out page that has a status of Scheduled. 5. Inc. Perform one of the following actions: • • Click on the down arrow to the right of the Reason field and select a reason. AMICAS. all the information from the original appointment carries over to the new appointment. The No Show Reason window closes and the Check In /Out page displays with the patient removed from the list. Click on the NO SHOW button. When you reschedule an exam. 4. as shown below: Selected Patient on the Check In/Out Page 2. Click on the COMPLETE button. Proprietary and Confidential 5-39 . Click in the Other Reason field and type a reason.Vision Series RIS Portal User’s Guide Check In/Out The patient is shaded gray.

2. Access the Check In/Out page and click on the desired patient. as shown below: Check In/Out Reschedule Button • If your patient has a collections balance. Click on the RESCHEDULE button. Inc.Vision Series RIS Portal User’s Guide Check In/Out To reschedule an appointment: 1. as shown below: Reschedule Visit Reason Window AMICAS. the Reschedule Visit Reason displays. • If your patient only has one exam for this visit. the following message box may display: Patient In Collection Status Message Box Contact your Administrator for information on how to proceed. Proprietary and Confidential 5-40 .

Perform one or more of the following actions: • Click on the checkbox next to the applicable exam(s) to reschedule. the appointment is rescheduled. 5. Proprietary and Confidential 5-41 . 6. go to Step 7. go to Step 6. refer to Subsection 4. AMICAS. Inc. the Reschedule Visit Reason window displays. The Reschedule Visit Reason window closes and one of the following occurs: • • If the Schedule page displays. • Click on the arrow to the right of the Reason field and select a reason. The Confirmation page closes. 7. Click on the COMPLETE button.4. as shown below: Reschedule Visit Reason Window for Multiple Exams 3. A new appointment time is selected and the Confirmation page displays populated with the information from the patient’s original appointment. and the Schedule page displays. Double-click on the desired time slot.Vision Series RIS Portal User’s Guide • Check In/Out If your patient has more than one exam schedule. You need to select all exams to allow the Reason field to be active and not grayed out. 8. 4. Enter any necessary changes and click on the COMPLETE button.9. Set the time and date search criteria under the Start Search From section of the Schedule page and click on the FIND button. Click in the field beneath the Reason field and type a reason. The Appointment Book displays. For more information on set the time and date search criteria. If the Appointment Book displays.

Vision Series RIS Portal User’s Guide Tech Entry CHAPTER 6 Tech Entry Tech Entry Module – Main Page 6.1. Inc. Chapter Objectives This chapter will cover the following material: • • • • • • • • • • • Overview Setting the Filter Selecting an Exam Logging In Adding. Proprietary and Confidential 6-1 . Editing. and Deleting Exams from the Exam List Page Starting the Exams Ending the Exams Entering Film Information Adding Modifiers Adding and Deleting the Diagnosis Completing Tech Entry AMICAS.

the system lists the visits in chronological order by exam date and time as the default. The yellow visits are listed in chronological order at the top of the list. the Urgent checkbox was checked on the Schedule page. 2. AMICAS. Setting the Filter On the Tech Entry page. The Tech Entry page displays. Click on the Tech Entry tab. This section details filtering the default list as it can be lengthy. Inc.3. In the lower left hand corner to the right of the mail icon is a number which represents how many entries are displayed on the Tech Entry page. Overview The Tech Entry page allows technologists to start and end exams. Proprietary and Confidential 6-2 . Several technologists could be using the same machine to enter information into Vision Series RIS. Type a patient’s name in the Find Patient field and click on the SEARCH button or press [Enter].Vision Series RIS Portal User’s Guide Tech Entry 6. If you are entering the patient’s name you must include a comma before the name. This is to ensure that the correct technologist is being associated with the information entered.john would result in all “Johns” being displayed. To set the filter: 1. You must type at least two characters of the patient’s last name or first name to search. as shown below: Status Column If a patient line is highlighted yellow. This is not a case sensitive field. For example: . Click on the Status column title once to sort appointment status in descending order (or twice to sort in ascending order). as shown below: Sort by Status 3.2. 6. there may be an additional prompt for the username and password when using the Tech Entry module. The list is sorted by appointment status in descending order and the Status column title changes.

Click on the SEARCH button to the right of the Resource field. as shown below: Patient List Filtered by Location 6. Proprietary and Confidential 6-3 . as shown below: All Dates Checkbox AMICAS. as shown below: Location Field Down Arrow 5. as shown below: Patient List Filtered by Patient The default is set to display today’s date (back 7 days and forward 7 days). as shown below: Search Button The patient list displays only the patients tied to that resource. as shown below: Patient List Filtered by Resource 8. Inc. Click on the arrow to the right of the Location field and select a location. 4. The patient list displays only the patients from that location. Click on the All Dates checkbox. as shown below: Resource Field Down Arrow 7.Vision Series RIS Portal User’s Guide Tech Entry The patient list displays only the patients you searched for. Click on the SEARCH button to the right of the Resource field. Click on the down arrow to the right of the Resource field and select a resource.

Click on the NEXT button at the bottom of the page or double click the appropriate exam. Click on the exam you want to start. 2. 9. Inc. To select an exam: 1. The exam is selected and shaded gray. The Tech Entry page displays. Selecting an Exam The first step in starting exams is to select an exam. Proprietary and Confidential 6-4 . as shown below: Search Button The patient list displays all dates. AMICAS. Click on the Tech Entry tab. as shown below: Patient List Filtered by All Dates 6. as shown below: Exam Selected 3.4. Click on the SEARCH button to the right of the Resource field.Vision Series RIS Portal User’s Guide Tech Entry The All Dates option should only be selected if you need to find a patient that was checked in prior to 7 days from the current date.

and deleting exams from the Exam List page. editing. Refer to Subsection 4.4. If the referring physician’s name is displayed in red.6 for information on adding. return to this procedure to complete selecting an exam. AMICAS. Refer to Subsection 4. the Exam List window displays.Vision Series RIS Portal User’s Guide Tech Entry If your site has chosen to implement a separate technologist login. as shown below: Exam List Window If a questionnaire or comment is attached to the exam you selected. Proprietary and Confidential 6-5 .11 for more information on completing questionnaires. If your site has not chosen to implement a separate technologist login. Once those subsections are complete.16 for more information on adding comments. it means that physician has no distribution defined. Inc. as shown below: Technologist Login Window Go to the next section for information on logging in. Refer to Section 6. The Patient File may also appear. those windows will display before the Exam List window displays. the technologist login window displays.4.

2. Type your password and click on the LOGIN button. To log in: 1. Inc. This ensures the correct technologist is associated with the entered information. as shown below: Exam List Page AMICAS. Proprietary and Confidential 6-6 . as shown below: Technologist Login Username and Password The Exam List window displays. an additional prompt for the Tech UserName and Tech Password display when using the Tech Entry module. Logging In Because several technologists may be using the same computer and login. Type your username and press [Tab].5.Vision Series RIS Portal User’s Guide Tech Entry 6.

Inc.1. Click the ADD button under the Exam Code and Description section.6. After you click on an exam. as shown below: Exam Code Search Window AMICAS. Adding.Vision Series RIS Portal User’s Guide Tech Entry 6. Because procedures are tied to exams. It allows you to verify the patient’s exams and procedures and make any necessary modifications. it is better practice to modify the patient’s studies at the exam code level. as shown below: Adding an Exam Code The Exam Code Search window displays. the bottom section will display the procedures attached to the exam. Adding Exam Codes from the Exam List Window To add an exam code from the Exam List window: 1. Proprietary and Confidential 6-7 . The top section displays the patient’s scheduled exams.6. Deleting and Replacing Exam Codes from the Exam List Window The Exam List window displays when you start and end exams. 6.

Proprietary and Confidential 6-8 . Inc. You can double-click on the exam code. AMICAS.Vision Series RIS Portal User’s Guide Tech Entry 2. Click on the exam code you want to add. The Exam Code Search window lists the exam codes that match your criteria. Click on the SEARCH button or press [Enter]. Click on the COMPLETE button. 3. as shown below: Exam Code Search Results 4. Click in either the Exam Code or Description field and type your search criteria. 5. The Exam Code Search window closes and the new exam code is listed under the Exam Code and Description section.

6. Proprietary and Confidential 6-9 . so be sure you have selected the exam you want to delete. Deleting an Exam Code from the Exam List Window To delete an exam code from the Exam List Window: 1. Inc. Click on the exam code to delete and click on the DELETE button. There is no confirmation window. The Exam List window closes and the Tech Entry tab displays. as shown below: Deleting an Exam Code You cannot delete the last exam code of a visit.Vision Series RIS Portal User’s Guide Tech Entry 6. You have to add the new exam code and then delete the original exam code. The exam code is removed from under the Exam Code and Description section. AMICAS. Click on the COMPLETE button at the bottom of the Exam List window.2. 2.

as shown below: Exam Code Search Window AMICAS. Proprietary and Confidential 6-10 . Click on the exam code to replace and click on the REPLACE button.6.3.Vision Series RIS Portal User’s Guide Tech Entry 6. Inc. as shown below: Replacing an Exam Code Clicking on the REPLACE button lists only the exams that can be performed in that same modality. Replacing Exam Codes on the Exam List Window To replace an exam code on the Exam List window: 1. The Exam Code Search window displays. The ADD button lists all exams that can be performed at that location.

The Exam List window closes and the Tech Entry tab displays.Procedure Section AMICAS. Adding. 3. 4. Click on the COMPLETE button. Click on the COMPLETE button at the bottom of the Exam List window.Vision Series RIS Portal User’s Guide Tech Entry 2. 6.7. as shown below: Add Button . Proprietary and Confidential 6-11 .7. Click on the exam code you want to add.1. Editing and Deleting Procedure Codes from the Exam List Window 6. Adding a Procedure Code from the Exam List Window To add a procedure code from the Exam List window: 1. You can double-click on the exam code. Inc. The Exam Code Search window closes and the newly-added exam code replaces the existing exam code on the Exam List window. Click on the ADD button beneath the Procedure Code section.

Click on the SEARCH button or press [Enter]. AMICAS. Perform one or more of the following actions to search for an applicable procedure code: • • Click in the Procedure Code field and type all or part of the desired procedure code (see below). Inc. Proprietary and Confidential 6-12 . as shown below: Procedure Code and Description Fields • Click on the down arrow to the right of the Category field and select a category. as shown below: Procedure Category Field 3. as shown below: Add Procedure Codes Window 2. Click in the Description field and type all or part of the description.Vision Series RIS Portal User’s Guide Tech Entry The Add Procedure Codes window displays.

Perform one or more of the following actions: • Click in the Unit field and type the number of units. Proprietary and Confidential 6-13 . as shown below: Unit Field • Click in the Fee field and type the fee for the procedure. AMICAS. refer to Section 6.11. To add a modifier for multiple procedures.14. as shown below: Procedure Code Information 5. as shown below: Add Procedure Code Search Results 4. Information about the procedure code displays in the section beneath the Search Results section. refer to Section 6. To add a diagnosis for one procedure. Inc.12. Click on the appropriate procedure code under the Search Results section.13. as shown below: Fee Field • Click on the down arrow to the right of the Film Quality field and select a quality. refer to Section 6.Vision Series RIS Portal User’s Guide Tech Entry Search results matching your search criteria display under the Search Results section. as shown below: Film Quality Field To add a modifier for one procedure. refer to Section 6. To add a diagnosis for multiple procedures.

refer to Section 6. Inc.14. If you want to add a diagnosis for multiple procedures. Proprietary and Confidential 6-14 . AMICAS. Editing a Procedure Code from the Exam List Window To edit a procedure code from the Exam List window: 1.7. as shown below: Editing a Procedure Code If you selected multiple procedures and want to add a modifier. Click on one of the procedure codes under the Procedure Code section and click on the EDIT button.12. refer to Section 6.Vision Series RIS Portal User’s Guide Tech Entry 6.2.

Add or delete your diagnosis. 6. The Edit Procedure Codes window closes and the Exam List window displays.13. as shown below: Edit Procedure Codes Window 2.11. Add your modifiers. The Tech Entry tab displays. Refer to Section 6. 4. Click on the COMPLETE button on the bottom of the Edit Procedure Codes window. 5. Modify any or all of the following fields: • • • • • • Unit Auth Number Urgent Film Quantity Film Type Film Quality 3. Proprietary and Confidential 6-15 .Vision Series RIS Portal User’s Guide Tech Entry The Edit Procedure Codes window displays. Refer to Section 6. AMICAS. Inc. Click on the COMPLETE button on the bottom of the Exam List window.

Click on a exam code and click on the START button at the bottom of the Exam List page.Vision Series RIS Portal User’s Guide Tech Entry 6. Click on the COMPLETE button on the bottom of the Exam List window. each procedure will need to be started separately. If the procedures are not bundled as one code.8. Proprietary and Confidential 6-16 . To start the exams: 1.3. Starting the Exams You can start procedures together if they were bundled in one exam code. Deleting a Procedure Code from the Exam List Window To delete a procedure code from the Exam List window: 1. as shown below: Exam List Page Start Button AMICAS. 2. The procedure code is removed from under the Procedure Code section. 6. as shown below: Deleting a Procedure Code There is no confirmation window. so be sure you have selected the procedure code you want to delete. The Exam List window closes and the Tech Entry tab displays. Procedures can only be ended together if they are bundled in one exam code.7. Inc. Click on the checkbox next to the procedure code you want to delete and click on the DELETE button.

Ending the Exams In order to end an exam you must click on an exam. Inc. Proprietary and Confidential 6-17 . The only difference being that the exam you are selecting has the Started status on the Exam List page. as shown below: Tech Entry Page with Started Status Selected To end exams: Click on an exam code with the Started status and click on the END button at the bottom of the Exam List page. select.Vision Series RIS Portal User’s Guide Tech Entry The Exam List window closes. The procedures to filter. the Tech Entry page displays with the status updated to Started and the technologist’s name next to the procedure. as shown below: Exam List Page End Button AMICAS. add.9. click on the NEXT button. and log into the Tech Entry module. and delete ending exams are identical to those above. as shown below: Tech Entry Page with Started Exam and Technologist's Name 6.

AMICAS. Click on the arrow to the right of the Type field. as shown below: To enter film information: 1. as shown below: End Procedure Window 6. 2. Entering Film Information The following three fields on the End Procedure window relate to the patient’s films.Vision Series RIS Portal User’s Guide Tech Entry The End Procedure page displays. Inc. delete the number (if necessary) and type the number of films that were taken. as shown below: Type Field Down Arrow 3. Proprietary and Confidential 6-18 . The Film Quantity field default is dependant upon how your Administrator set up your system. Select the film type.10. Click in the Film Quantity field.

as shown below: Modifier Section If the drop-down fields do not contain any selections underneath the Modifier section then your administrator has not made the Modifier option available and this procedure does not apply to you. To add modifiers: 1. Inc. Click on the arrow next to the modifier labeled Rank 1. perform the steps in Section 6. 3 and 4 (if desired). If you need to add a diagnosis for multiple procedures. perform the steps in Section 6. 4. click on the COMPLETE button on the bottom of the window. 2.Vision Series RIS Portal User’s Guide Tech Entry 4. 6. Click on the arrow to the right of the Quality field.13. as shown below: Quality Field Down Arrow 5.11. Repeat Steps 1 and 2 for the modifiers labeled Rank 2. Perform one of the following actions: • • • If you need to add a diagnosis for one procedure. AMICAS. Proprietary and Confidential 6-19 . The window closes and either the Tech Entry or Check In/Out page displays. Select the film quality.14 If you do not need to add a diagnosis. 3. Click on the desired modifier to add. Adding Modifiers for One Procedure Technologists and front desk personnel can add modifiers to procedures.

Proprietary and Confidential 6-20 . Adding Modifiers for Multiple Procedures To add a modifier to multiple procedures: Click on the checkboxes next to the procedures you want to add a modifier to on the Exam List window. as shown below: All procedures selected from the previous page display in the Procedure Code window so you can add the same modifiers to all procedures.Vision Series RIS Portal User’s Guide Tech Entry 6.12. as shown below: Adding a Modifier to Multiple Procedures The Check In/Out: Procedure Code window displays. Inc. Check In/Out: Procedure Code Window AMICAS.

2. the Add Diagnosis Code window displays with a list of the related diagnosis codes. Inc. AMICAS. To add and delete the diagnosis: 1. as shown below: Add Diagnosis Code Window If you have related diagnosis codes set up. Click on the ADD button in the Diagnosis section of the window. Only four diagnosis codes per procedure code will be sent to the billing file during Charge Out. Proprietary and Confidential 6-21 . click on the SEARCH button before adding information in any of the fields. as shown below: Diagnosis Section You can select more than one diagnosis code per exam.13. If no diagnosis is found. Adding and Deleting the Diagnosis for One Procedure You can add and delete diagnosis codes from the Diagnosis section. click in one or more of the following fields and type your search criteria: • • Description Diagnosis Code If you want to display all diagnoses. The Add Diagnosis Code window displays.Vision Series RIS Portal User’s Guide Tech Entry 6.

Adding and Deleting the Diagnosis for Multiple Procedures To add and delete a diagnosis for multiple procedures: 1. Proprietary and Confidential 6-22 . You can double-click on the diagnosis code. Click on the SEARCH button or press [Enter]. 6. Inc. Click on the COMPLETE button on the bottom of the window. A list of diagnosis codes that match your search criteria displays. 6.Vision Series RIS Portal User’s Guide Tech Entry 3. 4. The window closes and the Tech Entry or Check In/Out page displays. as shown below: Adding a Diagnosis to Multiple Procedures AMICAS. Click on the checkboxes next to the procedures you want to add a diagnosis to on the Exam List window. The diagnosis code is removed from under the Diagnosis section of the window. The Diagnosis Code window closes and the selected code(s) is added underneath the Diagnosis section of the page. Click on the diagnosis code you wish to remove and click on the DELETE button.14. 5. Click on the diagnosis codes that you want to assign to the procedure and click on the COMPLETE button.

13. 6. AMICAS. as shown below: Check In/Out: Procedure Code Window 2. Completing Tech Entry If you want to complete the tech entry process for a patient who has two procedures. Inc.Vision Series RIS Portal User’s Guide Tech Entry The Check In/Out: Procedure Code window displays. Proprietary and Confidential 6-23 . click on the NEXT button to display the End Procedure window for the patient’s other procedure and enter any information as mentioned in the above section. Perform the steps in Section 6. The End Procedure page closes and the patient is removed from the Tech Entry page. To complete tech entry: 1.15. 2. Verify all data on the End Procedure window. Click on the COMPLETE button at the bottom of the page.

1. Rescheduling and Cancelling) Accessing the Policies Page from the Patient File Page Policies Page Overview 7-1 AMICAS. Inc. Proprietary and Confidential .Vision Series RIS Portal User’s Guide Patient File CHAPTER 7 Patient File Patient File Page 7. Chapter Objectives This chapter will cover the following material: • • • • • • • • • • • • • • Overview Adding a New Patient Searching for a Patient Viewing the Patient’s Visit History Scheduling an Appointment Rescheduling an Appointment Cancelling an Appointment Adding Patients to the Wait List Opening the Patient Files Printing ABN Forms Changing Demographic Information Appointment Details (Scheduling.

Patient File Page New Patient Button 7. and exam history scheduling. Click on the Patient File tab.12 for instructions on modifying the demographic information. and rescheduling appointments placing patients on the wait list distributing and viewing reports merging duplicate patient files tracking films 7.3. cancelling. insurance data. AMICAS.Vision Series RIS Portal User’s Guide • • • • • • • • • • • • • • • Patient File Adding New Patient Policies Setting Default Policies Editing Patient Policies Inactive Patient Policies Reactivating a Policy Selecting a Visit Policy Entering the Authorization and Pre-Certification Numbers Viewing the Plan Document Entering Accident Information Deleting a Visit Policy Accessing the Visit Info Page Viewing Exam Details The Transcription Report Viewing the Appointment Flow Merging Patient Files 7.2. Overview The Patient File page stores the visit history of every patient in the system.4. Inc. you can click on the NEW PATIENT button at the bottom of the Patient File page (shown below) to create the new demographic information and go to Section 7. Proprietary and Confidential 7-2 . The Patient File page can be used for: • • • • • • viewing and editing demographics. This functionality provides a centralized point to access patient information. Searching for a Patient To search for a patient: 1. Adding a New Patient If this is a new patient.

The next six steps are optional.Vision Series RIS Portal User’s Guide Patient File 2. go to Step 10. as shown below: Additional Search Criteria Field Drop Down Arrow 5. This is not a case sensitive field. Click in the Patient Name field and type the patient’s name (or jacket number) in the format last name. For example: . Click on the desired search option. Click on the arrow to the right of the first field underneath the Additional Search Criteria section. Click on the All radio button. Perform one of the following actions to determine which database to search (as shown below): • • Click on the Patients radio button. first name. 6.john would result in all “Johns” being displayed. If you are entering the patient’s first name you must include a comma before the name. Search Radio Buttons 3. 4. Click on the field to the right of the search option you just selected and type your search criteria. If you only need one additional search criteria. as shown below: Patient Name Field You must type at least two characters of the patient’s last name or first name to search. Inc. Only perform these steps if you require more than one additional search criteria. as shown below: Additional Search Criteria Selected AMICAS. Proprietary and Confidential 7-3 .

See the next section for information on viewing the patient’s visit history. the patient’s visit history will display on the right side of the Patient File page. Click on a patient under the Search section of the Patient File page. Click on the SEARCH button or press [Enter]. 7. AMICAS. Click on the desired search option.Vision Series RIS Portal User’s Guide Patient File 7. Click on the down arrow to the right of the second field underneath the Additional Search Criteria section (if necessary). you will be prompted to create a new patient. Proprietary and Confidential 7-4 . Click on the field to the right of the search option you just selected and type your search criteria. 9.5. the patient has a collections balance. Viewing the Patient’s Visit History The patient’s visit history displays on the right side of the Patient File page and contains the following visit information: • • • • • • • appointment status date of service jacket number exam code exam description exam location referring physician To view the patient’s visit history: 1. Inc. 8. 10. If no matches are found. The patient(s) that matches your search criteria is listed under the Search section of the Patient File page. as shown below: Patient File Page Search Results If the patient displays in red. If only one match is found.

as shown below: Patient File Page Schedule Button The Schedule page opens with the patient and referring physician’s name from the patient’s latest visit from the Patient Visit History section displaying. the patient has a collections balance. Inc.Vision Series RIS Portal User’s Guide Patient File The Patient Visit History section of the Patient File page populates with the patient’s visit history.4 for information on creating a new appointment. as shown below: Patient File Page Search Results If the patient displays in red. AMICAS. Scheduling an Appointment To schedule an appointment: 1. Click on an a patient from the Search section of the Patient File page.6. 2. Click on the SCHEDULE button at the bottom of the page. as shown below: Patient File Page Patient Visit History 7. Proprietary and Confidential 7-5 . as shown below: Schedule Page with Patient's Name and Referring Physician Refer to Section 4.

Rescheduling an Appointment To reschedule an appointment: 1. as shown below: Patient File Page with Appointment Selected 2. Click on the RESCHEDULE button at the bottom of the page.7.Vision Series RIS Portal User’s Guide Patient File 7. as shown below: Reschedule Visit Reason Window AMICAS. Proprietary and Confidential 7-6 . as shown below: Patient File Reschedule Button • If your patient only has one exam for this visit. the Reschedule Visit Reason window displays. Inc. Click on an appointment from the Patient Visit History section of the Patient File page.

5. AMICAS.Vision Series RIS Portal User’s Guide • Patient File If the patient has more than one exam schedule. The Reschedule Visit Reason window closes and the Schedule page is displayed with the patient’s appointment information. only one of these fields will be saved. Inc. Perform one or more of the following actions: • Click on the checkbox next to the applicable exam(s) to reschedule. Refer to Section 4. Proprietary and Confidential 7-7 . the Reschedule Visit Reason window displays. • Click on the down arrow to the right of the Reason field and select a reason.4 for information on creating a new appointment. 4. If you selected a reason from the Reason field and typed text in either the Other Reason field or the other field beneath the Reason field. Click in either the Other Reason field or other field beneath the Reason field (for multiple exams) and type a reason. Click on the COMPLETE button at the bottom of the Reschedule Visit Reason window. as shown below: Reschedule Visit Reason Window for Multiple Exams 3. You must check all exams if you want to enter a reason for multiple exams in the Reason field.

Proprietary and Confidential 7-8 . Inc. as shown below: Patient File Page Cancel Appt Button • If your patient only has one exam for this visit. the Cancel Visit Reason window displays. as shown below: Cancel Visit Reason Window AMICAS. Click on the CANCEL APPT button at the bottom of the page. Click on an appointment from the Patient Visit History section of the Patient File page.8.Vision Series RIS Portal User’s Guide Patient File 7. Cancelling an Appointment To cancel an appointment: 1. as shown below: Patient File Page with Appointment Selected 2.

Vision Series RIS Portal User’s Guide • Patient File If the patients has more than one exam schedule. Click in the other field beneath the Reason field and type a reason. the Cancel Visit Reason window displays. 5. The Cancel Visit Reason window closes. Proprietary and Confidential 7-9 . 4. • Click on the down arrow to the right of the Reason field and select a reason. as shown below: Cancelled Appointment AMICAS. This needs to be done first if you are cancelling multiple exams to allow the Reason field to be active and not grayed out. as shown below: Cancel Visit Reason Window for Multiple Exams 3. Perform one or more of the following actions: • Click on the checkbox next to the applicable exam(s) to cancel. Inc. the selected exam(s) is cancelled. Click on the COMPLETE button at the bottom of the Cancel Visit Reason window. and the Patient File page displays with the status of the appointment changing to Cancel.

as shown below: Patient Visit History Waitlist Button AMICAS. Adding Patients to the Wait List To add patients to the wait list: 1. Click on the WAITLIST button at the bottom of the page. the cancellation. as shown below: Appointment with the Status of Schedule Selected 2. Click on an appointment from the Patient Visit History section of the Patient File page that has a Status of Schedule and is a future date. Proprietary and Confidential 7-10 . appointment or reschedule reason display. as shown below: Patient File Status Hover 7.Vision Series RIS Portal User’s Guide Patient File When you use the mouse to hover over the Status. Inc.9.

Opening the Patient Files A patient file exists for each visit listed in the Patient Visit History section of the Patient File page. 7. To open the Patient File: Click on an appointment under the Patient Visit History section and click on the FILES button at the bottom of the page or double-click the patient.11. Proprietary and Confidential 7-11 . Printing ABN Forms You can print an ABN form by clicking on the PRINT button from the following Patient File pages: • • • • Demographics Policies Visit Info Exam Details AMICAS.Vision Series RIS Portal User’s Guide Patient File The following window displays: Patient Added to Wait List Confirmation 3. Click on the CLOSE button at the bottom of the window. The Demographics window displays.10. 7. The window closes and the Patient File page displays. Inc.

as shown in the example below: Exam Details Print Button The Print Options window displays.Vision Series RIS Portal User’s Guide Patient File To print an ABN form: 1. Inc. Proprietary and Confidential 7-12 . From any of the above mentioned pages. as shown below: Print Options Window AMICAS. click on the PRINT button in the right hand corner of the page.

Inc. Click on the COMPLETE button on the bottom of the Print Options window. AMICAS. as shown below: Printer Selection 4. Click on the ABN Form checkbox. as shown below: ABN Form Checkbox 3. Complete Button The Print Options window closes and the ABN form is sent to the selected printer.Vision Series RIS Portal User’s Guide Patient File 2. Proprietary and Confidential 7-13 . Click on the down arrow to the right of the pull down menu beneath the ABN Form checkbox.

such as: • • • phone number address social security number Changes made to the demographic information prior to running the Charge Out. Changing Demographic Information The Demographics page is the default page in the Patient Files. This page is used to enter personal information about the patient. AMICAS.Vision Series RIS Portal User’s Guide Patient File 7. Click in any field(s) and enter or change any information as necessary. will be sent to the billing system. Please contact your administrator for more information. To change demographic information: 1. Proprietary and Confidential 7-14 . The Demographics page displays. Inc.12. This field is dependant upon the User Roles on the Admin side of the application. as shown below: Demographics Window The Demographics window may have a Collections Balance field. 2. Click on a visit under the Patient Visit History section of the Patient File page and click on the FILES button or double-click the visit.

Click on the APPOINTMENT DETAILS button.13. 2. Inc. Scheduling an Appointment To schedule an appointment: 1. Proprietary and Confidential 7-15 . as shown below: Appointment Info Window AMICAS.Vision Series RIS Portal User’s Guide Patient File 7. Access the Demographics page for a selected visit. Status or Reason fields Appointment Details Button 7.1.13. The Appointment Info window displays. Appointment Details The APPOINTMENT DETAILS button on the Demographics window (see below) allows you to do the following with your appointments: • • • • • schedule reschedule put it on a Wait List cancel changing the Appt.

as shown below: Appointment Info Page AMICAS. 2. as shown below: Schedule Page with Patient and Referring Physician Refer to Section 4.2. Proprietary and Confidential 7-16 . Inc. The Appointment Info window displays. Click on the APPOINTMENT DETAILS button. Rescheduling an Appointment To reschedule an appointment: 1. 7.Vision Series RIS Portal User’s Guide Patient File 3.4 for information on creating a new appointment. Access the Demographics page for a selected visit. Click on the SCHEDULE button. as shown below: Appointment Info Window Schedule Button The Appointment Info window closes and the Schedule page opens with the patient name and referring physician displaying.13.

Vision Series RIS Portal User’s Guide Patient File 3. Inc. the Reschedule Visit Reason window displays. Perform one or more of the following actions: • Click on the checkbox next to the applicable exam(s) to reschedule. AMICAS. as shown below: Appointment Info Window Reschedule Button • If your patient only has one exam for this visit. • Click on the down arrow to the right of the Reason field and select a reason. as shown below: Reschedule Visit Reason Window • If the patient has more than one exam schedule. This needs to be done first if you are rescheduling multiple exams to allow the Reason field to be active and not grayed out. as shown above. as shown below: Reschedule Visit Reason Window for Multiple Exams 4. the Reschedule Visit Reason window displays. Proprietary and Confidential 7-17 . Click on the RESCHEDULE button.

Access the Demographics page for a selected visit. Click on the APPOINTMENT DETAILS button. Click in either the Other Reason field or the field beneath the Reason field and type a reason (see graphics above). 6. Cancelling an Appointment To cancel an appointment via the Appointment Details button: 1. Click on the CANCEL button. AMICAS. Click on the COMPLETE button at the bottom of the Reschedule Visit Reason window. 7. Proprietary and Confidential 7-18 .4 for information on creating a new appointment. The Appointment Info window displays.13. as shown below: Appointment Info Window 3.3. 2. Refer to Section 4.Vision Series RIS Portal User’s Guide Patient File 5. The Reschedule Visit Reason window closes and the Schedule page is displayed with the patient’s appointment information. Inc. 7.

Vision Series RIS Portal User’s Guide • Patient File If your patient only has one exam for this visit. • Click on the down arrow to the right of the Reason field and select a reason. Perform one or more of the following actions: • Click on the checkbox next to the applicable exam(s) to cancel. as shown below: Cancel Visit Reason Window for Multiple Exams 4. as shown below: Cancel Visit Reason Window • If the patients has more than one exam schedule. Click on the COMPLETE button at the bottom of the Cancel Visit Reason window. Click in the other field beneath the Reason field and type a reason. Inc. as shown above. AMICAS. the Cancel Visit Reason window displays. the Cancel Visit Reason window displays. as shown above. Proprietary and Confidential 7-19 . 6. 5. This needs to be done first if you are rescheduling multiple exams to allow the Reason field to be active and not grayed out.

Click on the down arrow to the right of the Appt Status field and select a status (if applicable see graphic below). Inc. The Appointment Info window displays. 7. as shown below: Appointment Info Window 3. Proprietary and Confidential 7-20 . and the Appointment Info window displays with the exam removed from the list. as shown below: Appointment Info Appt Status and Reason Fields AMICAS. Access the Demographics page for a selected visit. 4.Vision Series RIS Portal User’s Guide Patient File The Cancel Visit Reason window closes. Click on the down arrow to the right of the Reason field and select a reason (if applicable). Status or Reason Fields To change the Appt. the selected exam(s) is cancelled. 2. Changing the Appt. Status or Reason field: 1. Click on the APPOINTMENT DETAILS button.4.13.

From the Patient File page for a specific patient.14. 7. 6. Click in the Order No. as shown below: Accessing the Policies Page from the Patient File Page AMICAS. Proprietary and Confidential 7-21 . 7. Inc. Click on the COMPLETE button. Accessing the Policies Page from the Patient File Page The Policies page can be accessed from the Patient File page for a specific patient. such as the: • • • plan policy number address To access the Policies Page from the Patient File page for a specific patient: 1. Click on the COMPLETE button. This page contains the patient’s insurance data for each policy associated with the patient.Vision Series RIS Portal User’s Guide Patient File 5. The Appointment Info window closes and the Demographics window displays. field and type an order number (if applicable). The Demographics page closes. double-click on the appropriate patient visit or single click on the patient and click on the FILES button.

Click on the Policies tab at the top of the Demographics page or the NEXT button at the bottom of the Demographics page to access the Policies page.Vision Series RIS Portal User’s Guide Patient File The Demographics page displays. AMICAS. as shown below: Patient Demographics Page 2. Proprietary and Confidential 7-22 . Inc.

7-23 Visit Policies Policy Details AMICAS. and it displays the plans for the current visit. Note that the Patient Policies section does not have a Rank column. The Policy Details section displays information about the selected policy.15. The plans in the Visit Policies section are ranked in the order you selected them from the list of patient policies. and Inactive radio buttons allow you to filter the list of plans. All. Policies Page Overview An example of the Policies page is shown below: Policies Page Overview The Policies page is divided into three main sections: Section Patient Policies Description The Patient Policies section is located at the top of the page. If a plan document is associated with the policy. The Authorization Number and Pre-Certification Number columns in the Visit Policies section allow you to type numbers for each plan. the text on the Plan Document button is yellow. The Active. You use this list to select the insurance plans that apply to the current visit. and it displays all of the patient’s insurance plans. Inc. Accident Date. and Accident State fields are located below the Visit Policies section. plans are ranked at the visit-level only. You can select a patient policy or visit policy to view the plan details. Every visit can have a different set of plans. The Accident Type.Vision Series RIS Portal User’s Guide Patient File 7. Proprietary and Confidential . The Visit Policies section is located in the middle of the page.

Vision Series RIS Portal User’s Guide Patient File 7. click on the ADD button in the Patient Policies section. as shown below: Add/Edit Policies Window The top section of the window will initially be blank because you have not yet searched for a plan. they will be listed in the bottom section of the window. AMICAS. If the patient has any existing insurance policies. Inc.16. Proprietary and Confidential 7-24 . as shown below: Add New Policy Button The Add/Edit Policies window displays. Adding New Patient Policies You have to add a policy to a patient’s record when you are processing a new patient or when an existing patient has a different insurance plan. Once you have opened the Policies page for a particular patient.

click on the search button to the right of the Plan field. • • The Status drop-down list allows you to activate or deactivate the selected policy (you can also deactivate a policy from the Policies page). the first step is searching for the insurance plan. you may be required to enter data in these fields. Depending on how the Administrator set up your system. Inc. The ADD button in the Add/Edit Policies window makes it easy to add multiple insurance plans at one time. you can set up default policies so the system automatically selects the visit policies for you. Proprietary and Confidential 7-25 . To search for a plan: 1. you can use the ADD button to submit the first plan and enter the next plan. You can edit one of the plans simply by clicking the record – the fields in the top section of the window will populate with the plan information.2. From the Add/Edit Policies window. The bottom section of the window also includes a Default check box for each plan. you can click on the Release Signed checkbox and type the date you obtained the patient’s signature in the Release Date field. Searching for a Plan When you are entering a new patient policy. as shown below: Plan Search Button AMICAS.1. If you do not want to select the patient’s policies every time the patient is seen. You can modify all patient policies from the same window. • • 7. If you are entering a patient’s primary insurance and you also want to add the seconday insurance.Vision Series RIS Portal User’s Guide Patient File 7. Add/Edit Policies Window The Add/Edit Policies window contains the following information: • The bottom section of the window lists the patient’s active insurance plans. If the patient signed a release.16.16.

and click on the SEARCH button. as shown below: Plan Search Window 2. Proprietary and Confidential 7-26 . as shown below: AMICAS. Inc. as shown below: Searching for a Plan The insurance plans that match your search criteria display in the Search Results section of the Plan Search window. Type all or part of the plan name in the Plan Search field and/or use one or both of the optional Additional Search Criteria pull-down menus if desired (entering the appropriate text in the field to the right of each Additional Search Criteria option).Vision Series RIS Portal User’s Guide Patient File The Plan Search window displays.

Proprietary and Confidential 7-27 . Perform one of the following actions: • • Double-click on the desired insurance plan in the Search Results section. Single-click on the desired insurance plan in the Search Results section and click on the COMPLETE button.7 for information on performing a Quick Plan registration.16. The Plan Search window closes and the top section of the Add/Edit Policies window is populated with information about the plan you selected.Vision Series RIS Portal User’s Guide Patient File Plan Search Results If no search results are provided. as shown below: Insurance Plan Information AMICAS. Inc. refer to Subsection 7. 3.

Instructions for selecting a policyholder are described in Subsection 7.3. Place a check in the Release Signed box if the patient signed a release of information form. which is an optional feature. use the Release Date field to enter the date on which the signature was obtained. The End Date field indicates when the insurance plan becomes invalid. 7-28 Special Program Code Release Signed Checkbox Release Date Co-Pay AMICAS. Note that this is a required field.Vision Series RIS Portal User’s Guide Patient File 7. The Member Number field allows you to enter the member number for the selected plan. The Special Program Code field allows you to type the code representing the special program under which the services were rendered to the patient. The Start Date field indicates when the insurance plan took effect. you can enter information about the patient’s policy in the middle section of the Add/Edit Policies window. You must type the date in mm/dd/yyyy format. Use the Group Number field to enter the group number for the selected plan. You must type the date in mm/dd/yyyy format. Some carriers require this information under the HIPAA guidelines. If the patient signed a release of information form. For more information about default policies. see Section 7. Inc.16.4 below. Proprietary and Confidential . You must type the date in mm/dd/yyyy format. Use the Co-Pay field to enter the patient’s co-pay amount. Specifying Policy Information After you select a plan. The Rank field is only used for setting up the patient’s default policies.16. as shown below: Policy Information The following information can be entered: Field Policy Number Group Number Member Number Insured Name Start Date End Date Rank Description The Policy Number field stores the policy number for the selected plan.17 below.

the Insured Name field contains the name of the patient. Proprietary and Confidential 7-29 . Once you have searched for and selected a plan in the Add/Edit Policies window (as described in paragraph 7. Changing the Policyholder Name By default. as shown below: Insured Name Search Button The Insured Search window displays. and if the patient is the policyholder this can be left as-is. If the policyholder is someone other than the patient.Vision Series RIS Portal User’s Guide Patient File 7.16. Inc. as shown below: Insured Search Window AMICAS.16.4.2 above) click on the Insured Name Search button at the far right of the Insured Name field. you must enter the insured and select the relationship as described below. To change the policyholder name: 1.

If the policyholder is not included in the search results (or if no matching results are found at all). Go to Step 5. Type all or part of the policyholder’s name in the Insured Search field (last name. Inc. first name) and/or use one or both of the optional Additional Search Criteria pull-down fields if desired (entering the appropriate text in the field to the right of each Additional Search Criteria option). and click on the SEARCH button. AMICAS. 4. If the policyholder is included in the search results. you will need to use the scroll bar at the right of the Search Results section in order to view all the results. perform one of the following actions: • • Double-click on the policyholder’s name under the Search Results section. If the search results contain more than six entries. Proprietary and Confidential 7-30 .Vision Series RIS Portal User’s Guide Patient File 2. you will need to create a new policyholder record. as shown below: Entering the Search Criteria The application displays the insured parties that match your search criteria in the Search Results section of the Insured Search window. Single-click on the policyholder’s name and click on the SELECT button at the bottom of the Search Results section. as shown below: Insured Search Results 3.

Inc. as shown below: Adding a New Policyholder The Guarantor Info window displays. click on the ADD button at the bottom of the Search Results section. Proprietary and Confidential 7-31 . the program will display a message asking whether you want to create a new patient.Vision Series RIS Portal User’s Guide • Patient File If no matching results are found for your search criteria. If your search has returned results but the desired policyholder is not included in those results. as shown below: Insured Party Info Window AMICAS. as shown below: No Matches Found • • Click on the OK button to begin the process of creating a new record.

The following will then occur: ○ The policyholder data is saved and the Insured Party Info window closes. click on the COMPLETE button at the bottom of the Insured Party Info window. as shown below: Insured Information AMICAS. select the policyholder from the Search Results list by doubleclicking on the policyholder’s name or by highlighting the policyholder’s name with a single mouse click and clicking on the SELECT button at the bottom of the Search Results section. Gender is not required for charge out. ○ A new search is performed in the Insured Search window. the record for that policyholder will display in the Insured section at the bottom of the Insured Party Info page. Once the desired policyholder has been selected. Proprietary and Confidential 7-32 . together with a Patient Relation to Insured drop-down list. You might want to type the policyholder’s date of birth since that’s a requirement for charge out. When you have finished entering the policyholder information.Vision Series RIS Portal User’s Guide • Patient File Enter information about the policyholder in the various fields. ○ The new policyholder record displays in the both Search Results section and the Insured section of the window. Inc. but a missing insured gender does trigger a Notification Message in the Charge Out module. as shown below: • Newly-Added Insured Party If the new policyholder record does not display automatically in the Insured section. The only required fields are Last Name and First Name.

Select the relationship of the patient to the insured party from the Pt. Submitting the New Policy After you have entered the policy information and selected the policyholder (if applicable). Inc. 7. Relation to Insured pull-down field. Your selection is saved and the Insured Search window closes.Vision Series RIS Portal User’s Guide Patient File 5. and all the fields will be cleared so you can search for another plan. you are ready to save the patient’s new insurance plan. as shown below: Adding Another Plan The new plan will drop to the bottom section of the window.5. Proprietary and Confidential 7-33 . Click on the COMPLETE button at the bottom of the Insured Search window. 6. AMICAS.16. The policyholder will be also stored in this drop-down list for selection on other insurance plans. • If you want to enter another policy. The policyholder name and the relationship will then automatically populate the Insured Name list box in the Add/Edit Policies window. click on the ADD button on the Add/Edit Policies window.

Inc. as shown below: Newly-Added Policy When you add a new plan. refer to Section 7. the application automatically populates the fields with details about the first plan listed in the Patient Policies section. AMICAS. click on the COMPLETE button at the bottom of the Add/Edit Policies window. When you first access the Policies page. the plan does not automatically drop down to the Visit Policies section of the Policies page. Proprietary and Confidential 7-34 .21.6. To learn how to select a visit policy. You can select any patient or visit policy on the Policies page to view its details. as shown below: Completing the Process The Add/Edit Policies window closes and the new plan is listed in the Patient Policies section of the main Policies window. Viewing Details about Patient Policies The bottom section of the Policies page displays information about the selected insurance plan.16.Vision Series RIS Portal User’s Guide • Patient File If you are done adding insurance policies. 7.

To perform a quick plan registration: 1. Inc.16. 7. as shown below: Plan Search Add Button AMICAS.Vision Series RIS Portal User’s Guide Patient File If the text on the Plan Document button turns yellow when you select a plan. Performing a Quick Plan Registration When no matches are found during a Plan search. The message stating no plans were found will close. Proprietary and Confidential 7-35 . the following pop-up window displays: Window Displayed When No Plan Matches Your Search Criteria The Quick Plan registration does not display the Coverage Details or Location screens. Click on the button to display the message. Click on the ADD button.7. a message is associated with the carrier or plan. Click on the OK button. 2.

The Insurance Carrier Data window closes and the Patient File page Policy tab displays with the newly-added insurance information added in the patient policies section. AMICAS. as shown below: Quick Plan Registration Prompt 3. Click on the COMPLETE button. 5. Inc.Vision Series RIS Portal User’s Guide Patient File The Quick Plan Registration prompt displays.18 for information on editing patient policies. Proprietary and Confidential 7-36 . Click on the OK button. Refer to Section 7. Some required fields are denoted by a red asterisk. Click in each field and type the information you have. as shown below: Insurance Carrier Data Window 4. The Insurance Carrier Data window displays.

the application automatically enters the default policies in the Visit Policies section when a new visit is created. click on the desired plan to select it and click on the EDIT button. Those plans are added to the Visit Policies section of the window. To set up default policies: 1. Every time a patient is seen at your office. the policy is listed in the Patient Policies section of the Policies page. Proprietary and Confidential 7-37 . as shown below: Edit Button The Add/Edit Policies window opens. When you designate default plans for a patient. Setting Default Policies When you add an insurance plan to a patient’s record. If a patient consistently has the same insurance policies for each visit. In the Patient Policies section of the Policies page.Vision Series RIS Portal User’s Guide Patient File 7. This feature is optional. you can set up default policies. Inc. you must select the policies that apply to the current visit.17. as shown below: Add/Edit Policies Window AMICAS.

the tertiary plan is listed as Rank 3. verify that patient’s primary insurance is listed as Rank 1. If the policy’s rank is incorrect. Delete the number in the Rank field. The bottom section of the window lists all of the patient’s active policies. AMICAS. perform the following steps: • • • Click on the plan name in the bottom section of the Add/Edit Policies window. To edit the rank of a plan. Click on the ADD button to submit the change and leave the Add/Edit Policies window open. If you wish to set additional default plans. 2. as shown below: First Ranked Plan The application will automatically enter the Rank 1 plan as the primary policy on new visits. In the bottom section of the Add/Edit Policies window. making sure that the secondary plan is listed as Rank 2.Vision Series RIS Portal User’s Guide Patient File The fields in the top section of the window will be populated with information about the selected policy. 3. etc. follow the steps above for each additional plan. adjust the rank before completing the next step. as shown below: Setting the Default Plan 4. Proprietary and Confidential 7-38 . Check the Default box for the Rank 1 plan. and type the correct rank. Inc.

7.4 above. Proprietary and Confidential 7-39 . Editing Patient Policies The process of modifying policy information is easy since you can access all patient policies from the Add/Edit Policies window. The plans will be listed according to their rank. you must go through the process of adding the policyholder as described in paragraph 7.18. Accessing the Add/Edit Policies Window In the Patient Policies section of the Policies page.1. The next time the patient is seen. Inc. as shown below: Edit Button AMICAS. as shown below: Complete Button The default selections are saved and the Add/Edit Policies window closes.Vision Series RIS Portal User’s Guide Patient File 5. 7. click on the COMPLETE button at the bottom of the Add/Edit Policies window. When you have finished setting up all default policies.16. the application will automatically enter the default plans in the Visit Policies section of the Policies page. click on the desired plan to select it and click on the EDIT button.18. If the insured party on the policy is incorrect.

which is discussed in the following subsection. as shown below: Add/Edit Policies Window The fields in the top section of the window will be populated with information about the selected policy. The bottom section of the window lists all of the patient’s active policies. Editing the Policy Information Except for the policyholder information. 7. You can select a different policy right from the Add/Edit Policies window by clicking the corresponding plan name in the bottom section of the window.Vision Series RIS Portal User’s Guide Patient File The Add/Edit Policies window displays. most of the policy information can be edited right from the Add/Edit Policies window. Proprietary and Confidential 7-40 . Inc. as shown below: Editable Policy Fields AMICAS.18.2.

Member No. To edit the policyholder information: 1. Group No. enter the policyholder’s gender. Inc. Start Date (MM/dd/yyyy) End Date (MM/dd/yyyy) Rank Special Program Code Release Signed Release Date Co-Pay Status 7. as shown below: Insured Name Search Button AMICAS. Proprietary and Confidential 7-41 .Vision Series RIS Portal User’s Guide Patient File The following fields can be directly edited right from the Add/Edit Policies window: • • • • • • • • • • • Policy No.3. you might need to edit information on the policyholder’s record. you can change the relationship. For example. correct the spelling of the policyholder’s name. Click on the search button to the right of the Insured Name field. or change the birth date.18. Editing the Policyholder Information After you enter the policyholder for a plan.

Type all or part of the policyholder’s name in the Insured Search field (last name. as shown below: Insured Search Window 2. Inc. and click on the SEARCH button. Proprietary and Confidential 7-42 . use one or both of the optional Additional Search Criteria pull-down menus if desired (entering the appropriate text in the field to the right of each Additional Search Criteria option).Vision Series RIS Portal User’s Guide Patient File The Insured Search window displays. as shown below: Entering the Search Criteria AMICAS. first name).

as shown below: Insured Party Info Window AMICAS. Otherwise. you will need to use the scroll bar at the right of the Search Results section in order to view all the results. skip to the next step.Vision Series RIS Portal User’s Guide Patient File The insured parties that match your search criteria display in the Search Results section of the Insured Search window. The Guarantor Info window displays. Proprietary and Confidential 7-43 . as shown below: Insured Search Results If the search results contain more than six entries. If you need to edit any of the policyholder’s information other than the policyholder’s relationship to the patient. click once on the policyholder’s entry on the list to highlight it and click on the EDIT button at the bottom of the Search Results section. 3. Inc.

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Edit any of the policyholder data in the Insured Party Info window, and click on the COMPLETE button at the bottom of the window. The Insured Party Info window closes. On the Insured Search window, the policyholder record will drop down to the Insured section of the window, as shown below:

Insured Information

4. If you only need to edit the policyholder’s relationship to the patient, select the policyholder from the list by either double-clicking on the entry for that policyholder or by clicking once on the policyholder’s entry to highlight it and clicking on the SELECT button at the bottom of the Search Results section. The Insured Party Info window closes. On the Insured Search window, the policyholder record will drop down to the Insured section, as shown below:

Insured Information

5. Select the relationship of the patient to the insured party from the Pt. Relation to Insured pull-down field. 6. Once you have selected the proper relationship, click on the COMPLETE button at the bottom of the Insured Search window. Your selection is saved and the Insured Search window closes. The policyholder name and the relationship will then populate the Insured Name list box in the main Add/Edit Policies window.

7.18.4. Submitting the Changes
After you edit the policy information in the Add/Edit Policies window, you must submit your changes.

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Patient File

If you want to edit another plan, click on the ADD button on the Add/Edit Policies window as shown below:

Adding Another Plan

The new plan drops to the bottom section of the window, and the application clears the fields. You can edit a different plan by selecting the plan name at the bottom of the window. • If you are done editing insurance policies, click on the COMPLETE button at the bottom of the Add/Edit Policies window, as shown below:

Completing the Process

The Add/Edit Policies window closes and the Policies page displays.

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7.19. Inactive Patient Policies
If a patient policy is no longer valid, you can make it inactive from the Policies page. This will not remove the policy from the application’s database, but will cause it to not show up when searching for the patient’s active policies. Inactive policies can still be viewed by searching for the patient’s inactive policies, and they can also be reactivated if and when required.

7.19.1. Setting a Policy to Inactive To make a policy inactive:
1. In the Patient Policies section of the Policies page, click once on the plan you want to inactivate to highlight it, and click on the INACTIVATE button at the bottom of the Patient Policies section, as shown below:

Inactivate Button

A message window prompts you to confirm the action, as shown below:

Confirm Inactivation

2. Click on the OK button. The message window closes.

7.19.2. Viewing Inactive Patient Policies
When you inactivate a policy, the application gives the policy a status of inactive; it does not actually delete the plan. Because the policy still exists on the account, you can reference the information later by following the steps described below.

To view an inactive policy:
1. Open the Patient Files window and access the Policies page.

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The Patient Policies section contains a list of the patient’s insurance plans. By default, the Active option is selected, as shown below:

Active Policies

2. Click on the Inactive radio button to view only the patient’s inactive policies, as shown below:

Inactive Policies

3. Alternatively, you can click on the All option to view all of the patient’s policies, both active and inactive, as shown below:

Viewing All Policies

Inactive policies are shaded gray.

7.20. Reactivating a Policy
Policies that have been inactivated can later be reactivated if so desired.

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To reactivate a previously inactivated plan:
1. In the Patient Policies section of the Policies page, click on the Inactive radio button to display a list of inactive policies, click once on the desired plan to highlight it (if there is only one inactive plan it will be highlighted by default), and click on the EDIT button at the bottom of the Patient Policies section, as shown below:

Editing an Inactive Policy

The Add/Edit Policies window displays, as shown below:

Add/Edit Policies Window

2. Click on the arrow to the right of the Status field and select the Active option, as shown below:

Setting the Policy Status to Active
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3. Click on the COMPLETE button at the bottom of the Add/Edit Policies window to activate the policy.

7.21. Selecting a Visit Policy
There are several ways to create a new visit in the system. You might schedule a patient, process a walk-in patient, enter a visit through Patient Visit History, or add an outside read patient. When you create a new visit, you must indicate which insurance policy or policies apply to the current visit by selecting the visit-specific plans from the Patient Policies section of the Policies page. The policies will be ranked in the order you select them. After you select a visit policy, you can enter authorization and pre-certification numbers, view the plan document, and enter any accident information. If you set up default plans for a patient account, the application will automatically select policies for new visits. For more information, refer to Section 7.17.

To select a visit policy:
1. Open the Patient Files window and access the Policies page. The Patient Policies section contains a list of the patient’s insurance plans, as shown below:

Patient and Visit Policies

If you are working with a new visit, there will not be any plans listed in the Visit Policies section of the window, as shown above. 2. Decide which plan in the Patient Policies section is the patient’s primary insurance, and select that plan, either by double-clicking on it or by clicking on it once to highlight it and clicking on the SELECT button at the bottom of the Patient Policies section.

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When you select a plan, it will be added to the Visit Policies section of the window, as shown below. Note that the policy you select first will automatically be given a rank of 1:

Newly-Added Visit Policy

3. If applicable, select the patient’s secondary, tertiary, etc., policies in the appropriate order. Policies are ranked in the order you select them. Be sure you select the policies in the correct order. If you make a mistake, use the Delete icon shown in the example above to remove the plans from the Visit Policies section and start over.

7.22. Entering the Authorization and Pre-Certification Numbers
You can enter authorization and pre-certification numbers for each plan on a patient’s visit. After you select the visit policies, use the Auth No. and Pre-Cert No. columns in the Visit Policies section to enter the information.

To enter the authorization and pre-certification numbers:
1. On the Policies page, select the plans that apply to the current visit, as described in the preceding subsection. The visit-specific plans will be listed in the Visit Policies section of the window, with empty fields for Auth No. and Pre-Cert No., as shown below:

Authorization and Certification Numbers

2. Enter the information as necessary in the appropriate fields.

7.23. Viewing the Plan Document
The text on the PLAN DOCUMENT button turns yellow if a document is tied to the selected plan. The Plan Document window displays both carrier and plan messages at the same time.

To view plan documents for a particular plan:
1. Open the Patient Files window and access the Policies page. 2. Single-click the desired plan.
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The Policy Details section of the window populates with information about the selected plan, as shown below:

Policy Details

If there is a plan document tied to the selected plan, the text of the PLAN DOCUMENT button is yellow, as shown above. 3. If the text on the PLAN DOCUMENT button is yellow, click on the PLAN DOCUMENT button. The Insurance Carrier New Documents window displays, as shown below:

Insurance Carrier New Documents Window

The top section of the window displays the Carrier message, and the bottom section displays the Plan message. Not all insurance policies will have both a carrier and plan document. 4. After reviewing the document, click on the COMPLETE button at the bottom of the window.

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Deleting a Visit Policy If you select the incorrect policy for a visit. as shown in the example above. Click on the Delete icon next to the plan you wish to delete.24.Vision Series RIS Portal User’s Guide Patient File 7. To delete a visit policy: 1. You might also need to delete a visit policy if you selected the policies in the wrong order. the policy cannot be deleted. Accident Date. as shown below: Visit Policies with Delete Icon 2.21 above. 7. The plans for the current visit are listed in the Visit Policies section of the window. Proprietary and Confidential 7-52 . as shown below: Accident-Related Fields To enter accident information: 1. AMICAS.25. as described in Section 7. Inc. Open the Patient Files window and access the Policies page. Entering Accident Information The accident-related fields are located below the Visit Policies section of the Policies page. 2. Open the Patient Files window and access the Policies page. After a procedure has been charged out. the application ranks the visit policies in the order you select them. you will need to remove the plan from the Visit Policies section of the Policies page. Type accident-related information in the Accident Type. and Accident State fields.

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7.26. Accessing the Visit Info Page
The Visit Info page includes information such as: • • • • • • the referring physician guarantor data service type admission date discharge date accident information

This procedure details accessing the Visit Info page from the Patient Files window.

To access the Visit Info page from the Patient Files page:
Click on the Visit Info tab at the top of the Policies page or click on the NEXT button at the bottom of the Policies page. The Visit Info page displays, as shown below:

Visit Info Page

Refer to Subsection 5.4.2 for more information on the Visit Info page.

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7.27. Viewing Exam Details
The Exam Details page in the Patient Files contains specific information about the procedures performed during the selected visit. Exam Details can be viewed for a patient whose visit has already begun or has completed. The top section of the window lists all exams associated with the visit. By default, the first exam in this list is highlighted. The fields beneath the exams are read-only and provide detailed information about the selected exam. An exam can contain many procedures. For example, a CT study of the pelvis and a CT study of the abdomen (both procedures) may be performed during one exam.

To view exam details:
1. Click on the Exam Details tab at the top of the Visit Info page or click on the NEXT button at the bottom of the Visit Info page. The Exam Details page displays, as shown below:

Exam Details Page

2. If you have permissions via the Admin side of the application to rebuild HL7 messages, then the HL7 drop-down box will display for each procedure, as shown below:

HL7 Resend Message Drop-Down Field

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You can resend messages for each procedure. The message status types are: • • • • • • New Order (NW) Change Order (XO) Cancel Order (CA) Complete Order (CM) Preliminary Report (P) Final Report (F)

• All The drop-down field will be populated depending on the status of the procedure. For example, if a procedure status is deleted, then only NW and CA will be available from the pull-down field. If procedure a procedure status is approved, then all status types will display. 3. You can use the buttons near the bottom of the window to view additional information from the Exam Details page. Below is a brief explanation of each button.

Exam Details Page Buttons

Click on the LETTER HISTORY button to display all letters. The Exam Details Letter History window displays, as shown below:

Letter History Window

Clicking on the PRINT button will print the report to the default Windows printers. • Click on the DISTRIBUTION button to distribute transcription reports.

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The Exam Details Distribution window displays, as shown below:

Exam Details Distribution Window

For more information on distributing a transcription report, refer to Subsection 7.30.2. • Click on the MAMMOGRAPHY button to enter the assessment. If the patient has an active Mammography record in the database, the MAMMOGRAPHY button will be displayed in yellow. The Patient Files: Mammography window displays, as shown below:

Patient Files Mammography Window

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For more information on entering the assessment, refer to Step 3 in Section 9.19. • Click on the APPT FLOW button to view the flow of appointments. The Exam Details: Appt. Flow window displays, as shown below:

Appt. Flow Page

For more information on viewing the appointment flow, refer to Section 7.31. • Click on the REPORT button to view the transcription report. The transcription report displays, as shown below:

Transcription Report

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For more information on transcription reports, refer to Section 7.30. • Click on the QUESTIONNAIRE button to view and/or edit any questionnaire associated with this visit. The Questionnaire window displays, as shown below:

Questionnaire Window

For more information on completing questionnaires, refer to Subsection 4.4.11. 4. Click on the PAYMENT button on the bottom right hand side of the Exam Details page to view and/or payments, as shown below:

Payment Button

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The Payment Information window displays, as shown below:

Payment Information Window

The Location field (see above) can be changed when accessing the Payment Information window from the Exam Details page. Refer to Section 7.28 for more information on the Payment Information window. 5. Click on the COMMENTS button in the right hand corner of the Exam Details page to view and/or add comments, as shown below:

Comments Button

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The Comments window displays, as shown below:

Comments Window

The Category field cannot be set to Schedule or Visit from the Patient File page if you are at the beginning of the scheduling process. Refer to Subsection 4.4.16 for more information on adding a comment.

7.28. Entering and Viewing Payment Information
The PAYMENT button allows you to enter payment information and view payment history for a selected patient within the Patient Files section. It is located on each Patient Files tab (Demographics, Policies, Visit Info, Exam Details, Film and Audit Trail).

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Click on the PAYMENT button in the bottom right hand corner of any of the Patient File pages.. CC/Check No. Payment Method. Amount. Inc.Vision Series RIS Portal User’s Guide Patient File To enter or view payment information: 1. Proprietary and Confidential 7-61 . Date for the patient under the Past Payments section. Date. and Exp. as shown below: Payment Information Window AMICAS. as shown below: Patient Files: Demographics Page Payment Button The Payment Information window displays listing the Status.

go to Step 5. Credit Card and Money Order). 4. However. as shown below: Credit Card/Check No. as shown below: Amount Field 3. Date Field • If you selected anything other than Check or a credit card payment. field and enter either the credit card or check number. Click in the down arrow to the right of the Payment Method field and select the payment method. Check. Click on the COMPLETE button at the bottom of the page. Perform one of the following actions: • If you selected either Check or a credit card payment. 5. you also need to click in the Exp. Click in the Amount field and enter the payment amount. as shown below: Payment Method Field The Vision Series RIS software comes with pre-built options for the Payment Method field (Cash.Vision Series RIS Portal User’s Guide Patient File 2. Inc. this field is configurable by your Administrator. click in the Credit Card/Check No. Field If you selected a credit card payment. Date field (see graphic below) and enter an expiration date in either of the following formats: ○ ○ ○ mmyy mm-yy mm/yy Exp. Proprietary and Confidential 7-62 . as shown below: Complete Button AMICAS.

28. as shown below: Deleting Payment AMICAS. Click on the payment you wish to delete. Perform the Step 1 in Section 7. Proprietary and Confidential 7-63 . Deleting Payment Information To delete payment information: 1. Inc. as shown below: Payment Information Window 2.Vision Series RIS Portal User’s Guide Patient File 7.29. The Payment Information window displays.

Transcription Report The CLOSE and PRINT button are located at the bottom of the page. Transcription Report You can access a transcribed report from the Exam Details page to review.Vision Series RIS Portal User’s Guide Patient File The Status of the payment changes to Inactive. refer to Chapter 9. print or email/fax the report.7. You could potentially corrupt the report. Inc. Do not use Microsoft Word for any other tasks while a transcription report is open. This page cannot be edited. Proprietary and Confidential 7-64 . If you want to edit a transcription report. AMICAS.30. as shown below: Inactive Payment 7.

Inc. There may be a NEXT and BACK button if a procedure has a report and an addendum attached to it. or print a transcription report for one of the referring physicians attached to the visit.Vision Series RIS Portal User’s Guide Patient File 7.1. Click on the CLOSE button at the bottom of the report. 2. Viewing and Printing a Transcription Report To view a transcription report: 1. as shown below: Exam Details Page Distribution Button AMICAS. A dialog box will briefly display stating that your print job is being printed. email.30. Click on an exam on the Exam Details page and click on the REPORT button. The Word Document window closes and the Exam Details page displays. Click on the DISTRIBUTION button on the Exam Details page.2. use the DISTRIBUTION button on the Exam Details page. The following dialog box displays: Choose Distribution Report Printer 3. The report opens in a Word Document window (see above). 7. Click on the COMPLETE button. Click on the drop down arrow to the right of the Choose Printer field and click on the desired printer (if necessary). Click on the PRINT button on the bottom right of the page. To distribute a transcription report: 1. 4. Distributing a Transcription Report If you need to fax.30. Proprietary and Confidential 7-65 . 5.

The Status column will update to a Status of Sent. as shown below: Distribution Page If you need to retransmit a report that was already sent or was failed to be sent.Vision Series RIS Portal User’s Guide Patient File The Distribution page displays. Proprietary and Confidential 7-66 . click on the applicable entry and click on the TRANSMIT button on the bottom of the page. as shown below: Distribution Page New Button AMICAS. as shown above. Inc. Click on the NEW button at the bottom of the page. 2.

The Distribution page displays with the status of the newly-added entry to be distributed updated to Ready to be Sent. 4. as shown below: Distribution Page With Newly-Added Entry Ready to be Sent 8. 6. 5. The request is processed. Click on the COMPLETE button. 3. The step only needs to be performed if you are faxing or emailing the transcription report. Click on the COMPLETE button. Inc. Click on the down arrow to the right of the Distribution Method field and click on the desired distribution method. AMICAS. Step 6 is optional.Vision Series RIS Portal User’s Guide Patient File The following new distribution entry window displays: New Distribution Entry Window An alternative to adding a new Free Form entry is to add the referring doctor on the Visit Info tab and then select the doctor from the Recipient drop down list in the above pop–up window when adding a new distribution entry. Click on the arrow to the right of the Recipient field and ensure that Free From is selected. the Distribution window closes and the Exam Details page displays. Proprietary and Confidential 7-67 . 7. Click in the Free Form field and type the recipient’s name. Click in the Value field and type the fax number or email address.

31. The Appt Flow page closes and the Exam Details page displays. AMICAS. To view the appointment flow: 1. Inc. Viewing the Appointment Flow The Vision Series RIS system tracks all patient activity as the patient is processed. Click on an exam and click on the APPT FLOW button on the Exam Details page. as shown below: Exam Details Appt Flow Button The Appt Flow page displays. The APPT FLOW button on the Exam Details page allows you to view all appointment activity such as date. Proprietary and Confidential 7-68 . time and user information. as shown below: Appt Flow Page 2. Click on the COMPLETE button on the bottom of the Appt Flow page.Vision Series RIS Portal User’s Guide Patient File 7.

as shown below: Patient Search AMICAS. Merging should be completed before the report is transcribed. Prior to the merge you should write down any information you need from the source file. Click the entry to be merged and click on the MERGE button.Vision Series RIS Portal User’s Guide Patient File 7.32. Merging Patient Files Occasionally patients have duplicate records in the Patient File and you need to combine these files into one record. otherwise the report jacket number (if a bookmark is used) will need to be manually updated. To merge patient files: 1. Once the merge is complete. the source file information cannot be obtained again. 2. as shown below: Patient File Page Merge Button The Patient Search window displays. Inc. Proprietary and Confidential 7-69 . Search for the patient file that you want to merge into the source file on the Patient File page.

you can choose to modify the jacket number. If this merge is accurate. it cannot be unmerged. The Merge Records page displays so you can verify the source and destination files. The Merge Record page closes and the Patient Files page displays the combined file. as shown below: Merge Records 6. Once a record is merged. Once a patient is merged. 4. Click on the NEXT button. AMICAS. Click on the NEXT button at the bottom of the Patient Search page. 7. Click on the COMPLETE button. Click on the destination file. go to the next step.Vision Series RIS Portal User’s Guide Patient File 3. Proprietary and Confidential 7-70 . Inc. The Visit Info section of the Patient Search page will populate with visit information from the selected destination file. Perform one of the following actions: • If this merge is inaccurate: ○ ○ ○ • Click on the BACK button. Select the correct destination file. Search for the patient file you want as the destination file. 5.

the most widely used and accepted voice capture technology in the field of radiology. The Vision Series RIS voice capture module utilizes Dictaphone’s PowerScribe technology. Proprietary and Confidential 8-1 . AMICAS. Inc. In this seamless environment.1. radiologists can dictate reports and addendums directly into Vision Series RIS.2.Vision Series RIS Portal User’s Guide Dictation CHAPTER 8 Dictation Dictation Module 8. Chapter Objectives This chapter will cover the following material: • • • • • Overview Requirements Getting Started with Dictation Dictating Reports Creating Addendums 8. Overview AMICAS has an optional embedded integrated voice capture functionality into Vision Series RIS.

the system will start PowerScribe when you log into the main Vision Series RIS application. Getting Started with Dictation Before you can start dictating reports. and it must be unlocked by the Dictation administrator. Inc. and background noise level.4. If this is the first time you have logged in as a Voice Capture user on this particular computer. Logging In If you are an authorized Voice Capture user. your username is locked. the application prompts you to set the input level of the microphone. The volume level selected depends on the loudness of your voice. Adjusting the Microphone Level Each time you log into a computer you have not used before. You must have the Dictaphone drivers installed and the device configured in order to use the Dictation feature. Proprietary and Confidential 8-2 . Voice capture will be disabled.1.3. 8.2. you have been added to the Voice Capture Administration Module). the microphone position. If you need to be added to the Voice Capture Administration Module. Please contact support for any Voice Capture installation or usage issues. The system collects a short speech sample to determine the appropriate gain level for that environment. as shown below. Occasionally. For optimal results. It also assumes that you are an authorized Voice Capture user (i. you might receive the following error when logging into Vision Series RIS: “You are already logged in to the PowerScribe server at another location..Vision Series RIS Portal User’s Guide Dictation 8.4. 8. comfortable manner with the microphone held in a natural position. AMICAS.” If this occurs. the system will prompt you to set the input level of your microphone and perform voice training. contact your Dictation administrator and ask to be added as a voice capture user. Requirements This chapter has been written with the assumption that your microphones have already been installed properly. read the provided text in a normal.4. 8. you need to understand how voice capture affects Vision Series RIS and the Dictation module.e.

Perform one of the following actions: • • Click on the STOP button. as shown below: Microphone Input Level Wizard The Adjusting Input Level dialog will display and provide text for you to read. AMICAS. 4. Inc. Perform one of the following actions: • • Click on the START button. Press the STOP/PLAY button on the microphone.Vision Series RIS Portal User’s Guide Dictation To adjust the microphone level: 1. At the Microphone Input Level Wizard main screen. 3. as shown below: Adjusting Input Level 2. Press and hold the Dictate button on the microphone. Read all the text in the box in the middle of the window. click on the Next button. Proprietary and Confidential 8-3 .

A dialog box displays stating the adjustment of the microphone level is complete. Inc. AMICAS. Proprietary and Confidential 8-4 . as shown below: Finished 6. Click on the Finish button. Click on the Next button.Vision Series RIS Portal User’s Guide Dictation 5.

Dictating Reports Voice capture allows you to dictate reports directly into Vision Series RIS. This section shows you how to dictate reports in the application. Exploring the PowerMic The buttons on the microphone allow you to record sound.5.6 for information about addendums. AMICAS. The process of creating addendums is not covered in this section. Inc.4. Proprietary and Confidential 8-5 .3. Refer to Section 8. review sound. and navigate in Vision Series RIS.Vision Series RIS Portal User’s Guide Dictation 8. You can also use the microphone to perform limited navigation functions in the dictation module. The following diagram briefly describes the various buttons: PowerMic Overview 8.

Dictation Page The Dictation page on the main Vision Series RIS page allows you to begin dictating reports. Ended and Dictated. By default. The report statuses are All Statuses. To display the page.1. When you access the Dictation page. Select a specific resource category (modality) or search among all resources. Select a specific location or search for all locations.Vision Series RIS Portal User’s Guide Dictation 8. you can change the Location filter to All Locations. click on the Dictation tab. This filter field is valid only if the Technologist selected a Radiologist at the time of ending a Tech Entry. AMICAS. The system searches for visits with service dates up to four weeks prior to the current date. as shown below: Dictation Page The fields at the top of the Dictation page allow you to filter the list of exams as follows: Option Find Patient Field Location Field Description Type a name. click on the SEARCH button or press the [Enter] key to filter the list of exams. the system displays exams with a status of Ended. Inc. Proprietary and Confidential 8-6 . jacket number. Radiologist Field Status Field Resource Field Date Field • Once you have entered the desired search criteria. the Location field may automatically populate with your default location. partial name. The Date field allows you to enter a date so you can search for visits older than four weeks or filter the list for a specific date within the four week results. If you dictate reports for multiple locations.5. Select exams based on status. Select exams assigned to be diagnosed by a specific doctor or search for all doctors. or accession number to locate reports for a specific patient.

Some documents might contain both the jacket number bar code and the accession number bar code. Access the Dictation page. location.5. Scanning a Bar Code To scan a bar code: 1. a.2. Your practice should have already decided which method suits your needs. Proprietary and Confidential 8-7 . You should always see the following text: “Power USB microphone found. Selecting a Patient You can use the mouse or the microphone to select patients on the Dictation page.” If you log into Vision Series RIS and the microphone status is Unknown device not supported. The microphone allows you to scan bar codes.5. Position the microphone so the light is over the bar code. Click in the Find Patient field and press the SCAN button on the microphone. The back of the microphone produces a red light. 4. Contact a member of your IT staff for assistance. 2. The Procedure Code window opens displaying the procedures associated with the patient’s current appointment. In the lower left corner of the window. the system shows the exam status. Locate the patient document with the printed bar code. ask your system administrator. date of service. the application will always open the Procedure Code window because the accession number is associated with one specific procedure. as described in Subsection 8. • 8. resource.3 below. and assigned radiologist. The bar code reader activates. If you scan the jacket number bar code and multiple appointments exist. If you are not sure which one to scan. Because some patients on your work list might have multiple appointments. the application will filter only the work list. 3. and you can also use it as an alternative to the mouse for scrolling through the work list and selecting patients. there is a difference between scanning jacket number bar codes and accession number bar codes. date of birth. the status of the microphone displays. exam start and end times. the application does not recognize your microphone.Vision Series RIS Portal User’s Guide • Dictation For each exam listed on the Dictation page. Inc. patient name. If you scan the accession number bar code. jacket number. AMICAS. exam code and description. You will have to manually select the desired appointment to open the Procedure Code window.

as described in Subsection 8. The Procedure Code window displays. press the FF [Fast Forward] button on the microphone. AMICAS. the application highlights the next patient in the list. select All Locations from the drop-down Location field and click on the SEARCH button. 5. c. You can use the Up and Down scroll buttons along the right edge of the screen to navigate through a lengthy work list. Each time you press the Rewind button. which lists the procedures associated with the patient’s current appointment. Selecting a Patient with the Mouse To select a patient with the mouse: 1. and click on the SEARCH button. 3. Access the Dictation page. 4. Inc. Verify that the correct patient in the work list is highlighted. If you dictate for multiple locations. 3. Selecting a Patient with the Microphone To select a patient with the microphone: 1. Single click on the desired patient and click on the DICTATE button at the bottom of the page. 2. which lists the procedures associated with the patient’s current appointment.3. Use the filters at the top of the Dictation page to specify your search criteria. The Procedure Code window displays. The Dictation page refreshes and displays procedures with a status of Ended for all locations. Access the Dictation page. Press the STOP/PLAY button on the microphone. To scroll up the list. The work list is filtered to display only patients matching your search criteria. 2.3. press the REW [Rewind] button on the microphone.Vision Series RIS Portal User’s Guide Dictation b.5. Perform one of the following actions: • • Double-click on the desired patient. as described in Subsection 8.5. 6. Proprietary and Confidential 8-8 . To scroll down the list.

Proprietary and Confidential 8-9 .5. see Subsection 8. The header includes a MICROPHONE button. The movement and color of the bar correspond to the microphone input level. • • • AMICAS. When you start dictating the report. modifier. the service date. This option allows you to view current procedures or prior procedures. as described in the following subsection. Procedure Code Window The Procedure Code window displays after you have selected a patient from the Dictation page. there’s a small black rectangle in the header. Clicking this button opens the Microphone Settings dialog so you can adjust microphone options. the system provides a selection check box. procedure status. referring physician. Inc.9 below. which is the microphone level indicator. service date. For more information.5.Vision Series RIS Portal User’s Guide Dictation 8. appointment reason. In addition. as shown below: Dictation: Procedure Code Window • • By default. The middle section of the window lists the patient’s procedures. date of birth. The header information in the window includes the patient’s name. Urgent flag. Below the header is the Procedures drop-down list.3. procedure code and description. and QUESTIONNAIRE button. The QUESTIONNAIRE button only displays if a questionnaire is attached to the listed procedure. appointment location. the Procedure Code window lists all of the procedures associated with the patient’s current appointment. and exam end time. primary diagnosis. a bar will display in the black rectangle. For each procedure.

referring physician. Viewing Prior Procedures and Reports Before you start dictating a report. appointment reason. CREATE ADDENDUM VIEW REPORT LISTEN COMPLETE CANCEL PRELIMINARY GEN. Click on the check box next to the applicable procedure. 2. Opens the previously dictated report for review or to print. the system provides a selection check box.Vision Series RIS Portal User’s Guide • Dictation The following table lists the buttons at the bottom of the Procedure Code window: Button DICTATE Description Triggers the application to start recording dictation. This feature allows you to create a normal report that bypasses the transcription process. Plays the dictation associated with the exam. urgent flag and procedure status. Creates an addendum. NORMAL 8. procedure code and description.4. Proprietary and Confidential 8-10 . modifier. Clicking the button is equivalent to pressing the CANCEL button on the microphone. This button is currently under development. Exits the Procedure Code window. Exits the Procedure Code window and saves any changes. exam location. Inc. Clicking the button is equivalent to pressing the DICTATE button on the microphone. Initiates a normal search for the selected procedure. For each procedure. 3. The Procedure Code window opens displaying the patient’s current procedures. Select a patient from the Dictation page and either double click on the patient or click on the DICTATE button at the bottom of the page. primary diagnosis. service date. You can only view the report for a procedure that has a status of Transcribed or Approved. To view prior procedures and reports: 1. as shown below: Selecting Priors from the Procedures Drop-Down Menu The patient’s prior procedures displays in the Procedure Code window. you have the ability to view a patient’s prior procedures and any transcription reports associated with the prior studies. AMICAS.5. Click on the arrow to the right of the Procedures field and click on the Prior option.

Inc. Click on the VIEW REPORT button. the VIEW REPORT button becomes active. A window displays the transcription report tied to the selected procedure. as shown below: Sample Transcription Report AMICAS. Proprietary and Confidential 8-11 . as shown below: Procedure Code Window With Select Procedure and View Report Button Active 4.Vision Series RIS Portal User’s Guide Dictation If the procedure is associated with a transcription report.

Follow Steps 3 . as shown below: Selecting Priors from the Procedures Drop-Down Menu The Procedure Code window refreshes and displays the procedures for the patient’s current visit. An option in your RadConnect user profile determines whether all procedures are automatically selected or no procedures are selected. you need to ensure the correct procedures are selected in the Procedure Code window before you begin your dictation. 8. any changes you make will not be saved.5.Vision Series RIS Portal User’s Guide Dictation To navigate through the document. 6. Inc. The viewing window closes and the Procedure Code window displays. Proprietary and Confidential 8-12 . you can dictate the patient’s current procedures in the same report or in separate reports. When you have viewed all the desired reports.5. Because the system offers this flexibility. Print out the report by clicking on the PRINT button in the lower right corner of the window. This window is for viewing purposes only. You can select the procedures you want to dictate. 7. click on the arrow to the right of the Procedures field and click on the Current option. Select a patient from the Dictation page and either double click on the patient or click on the DICTATE button at the bottom of the page. if necessary. To select procedures for the current report: 1.5 to view other prior reports. AMICAS. Click on the CLOSE button. use the scroll bar along the right side of the window. 5. Selecting Procedures for the Current Report In Vision Series RIS.

When a current procedure is selected. The report will bypass both transcription and approval and it will immediately start the distribution process. Because normal reports bypass transcription and approval. If a procedure is a stat read. 4.. Repeat Steps 2 .Vision Series RIS Portal User’s Guide Dictation The Procedure Code window opens and displaying the patient’s current procedures.4 until all the procedures to be included in the dictation have been selected. the DICTATE button becomes active. Generating Normal Reports If canned reports are loaded in your system. If there is already a check in the box next to the procedure. as shown below: Procdure Code Window 2. AMICAS. 3. You can also press the same button to deselect a procedure that has already been selected (e. click on the box. ensure there is a check mark in the “Urg” [Urgent] column for that procedure.5. if all procedures are automatically selected for you or if you accidentally select the wrong procedure).6. you can generate reports using the normals. Press the STOP/PLAY button on the microphone to select a highlighted procedure. pressing this button will remove the check mark. Use the REW and FF buttons on the microphone to move up and down the list of procedures. If the box is not checked and should be. Proprietary and Confidential 8-13 . The procedure is placed at the top of the Transcription and Report Review work lists and shaded yellow. ensure that the selected normal is a complete report and not a fragment of a report. 8.g. Inc. 5. A check mark is placed in the box next to the highlighted procedure.

5.Vision Series RIS Portal User’s Guide Dictation To generate normal reports: 1. There are three dictation/playback modes: Dead Man. and STOP/PLAY buttons on the microphone.7. FF. Click on the COMPLETE button on the Procedure Code window. Check the checkbox to the left of the desired normal study on the Procedure Code window. AMICAS. Check the checkbox next to the desired normal.5. Click the GEN. Dictating a Report You can dictate and play back reports from the Procedure Code window using the DICTATE. The message below displays. 3. 8.9. Proprietary and Confidential 8-14 . REW. the Normal Search window closes. The Procedure Code window closes and the report is sent through the distribution process. Click on the COMPLETE button at the bottom of the Normal Search window. as shown below: Gen. Normal Button The Normal Search window displays with the normals tied to the selected procedure also displayed. and Always On (Dead Man is the default mode and is the most common setting). NORMAL button on the bottom of the page. For information on selecting the mode. 4. and the Dictation page displays: Generating Normal Report Message 5. as shown below: Procedure Code Window with Normal Study Selected 2. On/Off. refer to Subsection 8. Inc.

To listen. press and hold the FF button on the microphone. press and hold the REW button on the microphone. press and hold the DICTATE button on the microphone. To start recording. press the Save button on the microphone (located to the left of the REW button). When the voice file fast forwards or rewinds. release the button. press and hold the STOP/PLAY button. while continuing to hold down the DICTATE button. AMICAS. 2. 5. To stop rewinding. The Procedure Code window opens and displays the patient’s current procedures. Dictating a Report in Dead Man Mode In Dead Man mode. A window displays informing you that the dictation was successfully saved. Proprietary and Confidential 8-15 . the Dictation page refreshes. you might hear a squealing noise (called monkey chatter) that indicates how far you’ve moved in the dictation. An option in your user profile determines whether you return to the work list or the Procedure Code window.9 below. which is the small black rectangle in the upper right corner of the Procedure Code window. If you want to turn monkey chatter on or off. 7. To play your dictation. release the STOP/PLAY button on the microphone. 4. press and hold the STOP/PLAY button on the microphone. release the DICTATE button on the microphone. The Procedure Code window closes. and the procedure you dictated will be removed from the list. Single click on a desired patient and click on the DICTATE button at the bottom of the page.Vision Series RIS Portal User’s Guide Dictation a. To fast forward. Perform one of the following actions to select a patient from the Dictation page: • • Double-click on a desired patient. To rewind. A bar display appears in the Microphone Level Indicator. To stop fast forwarding.5. you start recording by pressing and holding the DICTATE button and recording continues until you release the button. release the Fast Forward button. see Subsection 8. Speak your dictation. To dictate a report in Dead Man mode: 1. Release the STOP/PLAY button to stop playback. If you want to continue dictating after you play back the voice file. Verify that a check mark is in the box next to each procedure that will be included in the dictation. Inc. 6. To save your dictation. be sure to fast forward to the end of the dictation before recording or you will record over the dictation from where you last stopped listening forward. To stop playback. 9. The movement and color of the bar correspond to your voice level. 3. To stop recording. 8.

2.5. The Procedure Code window will then close. A window displays informing you that the dictation was successfully saved.9. and recording continues until you press and release the button a second time. 3. To start recording. 8. 4. To dictate a report in On/Off mode: 1. see Subsection 8. To stop playback. Proprietary and Confidential 8-16 . Single click on a desired patient and click on the DICTATE button at the bottom of the page. Perform one of the following actions to select a patient from the Dictation page: • • Double-click on a desired patient. To listen to the dictation. To stop fast forwarding. Dictating a Report in On/Off Mode In On/Off mode. To stop rewinding. 9. 5. release the Fast Forward button. When the voice file fast forwards or rewinds. press and release the DICTATE button on the microphone a second time. To listen. To save your dictation. you start recording by pressing and releasing the DICTATE button on the microphone. AMICAS. be sure to fast forward to the end of the dictation before recording or you will record over the dictation fro where you last stopped listening forward. press the Save button on the microphone (located to the left of the REW button). If you want to turn monkey chatter on or off. which is the small black rectangle in the upper right corner of the Procedure Code window. Verify that a check mark is in the box next to each procedure that will be included in the dictation. and the procedure status of the current procedure will be updated to Dictated. Inc. press and release the STOP/PLAY button on the microphone. and the procedure you dictated will be removed from the list. In addition. 7. press and release the DICTATE button on the microphone. you might hear a squealing noise (called monkey chatter) that indicates how far you have moved in the dictation. If you want to continue dictating after you play back the voice file. 6. To fast forward. the Dictation page refreshes. Press and release the STOP/PLAY button again to stop playback. Speak your dictation. The Procedure Code window opens and displays the patient’s current procedures. release the button. To rewind.Vision Series RIS Portal User’s Guide Dictation b. press and hold the REW button on the microphone. press and release the STOP/PLAY button. To stop recording. press and hold the FF button on the microphone. A bar display appears in the Microphone Level Indicator. press and release the STOP/PLAY button on the microphone again. The movement and color of the bar correspond to your voice level.

To start recording. press and hold the FF button on the microphone. To listen. which is the small black rectangle in the upper right corner of the Procedure Code window. Inc. release the button. To stop rewinding. press the Save button on the microphone (located to the left of the REW button). If you want to continue dictating after you play back the voice file. you might hear a squealing noise (called monkey chatter) that indicates how far you have moved in the dictation. The Procedure Code window closes. The movement and color of the bar correspond to your voice level. 9. 3. To rewind. press and hold the REW button on the microphone. 7. release the Fast Forward button.9. To listen to the dictation. 6. Speak your dictation. press and release the STOP/PLAY button on the microphone. press and release the STOP/PLAY button. To save your dictation. and the procedure status of the current procedure will AMICAS.5. Perform one of the following actions to select a patient from the Dictation page: • • Double-click on a desired patient. To dictate a report in Always On mode: 1. To stop recording. see Subsection 8. be sure to fast forward to the end of the dictation before recording or you will record over the dictation from where you last stopped listening forward. press and release the STOP/PLAY button on the microphone again. To stop fast forwarding. A bar display appears in the Microphone Level Indicator. press and release the DICTATE button on the microphone. When the voice file fast forwards or rewinds. you start recording by pressing and releasing the DICTATE button on the microphone. press and release the STOP/PLAY button on the microphone. To stop playback. The Procedure Code window opens and displays the patient’s current procedures. 8. c. Single click on a desired patient and click on the DICTATE button at the bottom of the page.Vision Series RIS Portal User’s Guide Dictation An option in your user profile determines whether you return to the work list or the Procedure Code window. 2. To fast forward. If you want to turn monkey chatter on or off. and recording continues until you press and release the STOP/PLAY button. Press and release the STOP/PLAY button again to stop playback. 4. Verify that a check mark is in the box next to each procedure that will be included in the dictation. Dictating a Report in Always On Mode In Always On mode. A window displays informing you that the dictation was successfully saved. 5. Proprietary and Confidential 8-17 .

Click on the down arrow to the right of the Status field and click on the Dictated option. 2. the Dictation page refreshes. or Date [service date]. Typically.8. AMICAS. To add to an existing voice file: 1.5. you can add to the voice file without creating an addendum. An option in your user profile determines whether you return to the work list or the Procedure Code window. and you are looking for procedures that have a Dictated status. 8. enter the search criteria to locate the patient whose voice file you want to add to. In addition. Before the report has been transcribed. 3. as shown below: Dictated Status If further filtering is desired. Location. Click on the SEARCH button or press [Enter].Vision Series RIS Portal User’s Guide Dictation be updated to Dictated. Resource [modality]. but you can also use one or more of the other search options. This is because the work list automatically shows procedures with a status of Ended. Radiologist. you must change the search criteria on the Dictation page and perform a search. this can be done by simply typing the first few letters of the patient’s last name in the Find Patient field. Access the Dictation page. Proprietary and Confidential 8-18 . Inc. and the procedure you dictated will be removed from the list. Adding to an Existing Voice File Completing and saving a voice file updates the status of the associated procedures to Dictated. To find a dictated procedure.

5. • Double-click on the patient.Vision Series RIS Portal User’s Guide Dictation The patients matching your search criteria display. 4. Scroll through the Dictation work list by clicking on the scroll bar with the mouse. Perform one of the following actions: • • • • Scroll through the list of procedures using the REW and/or FF button on the microphone. 8-19 AMICAS. as shown below: List of Matching Patients The Status column on this page displays the exam status. which is Ended. Inc. For bar coding instructions. not current procedures. Click on the patient and click on the DICTATE button. Verify that the correct procedure is highlighted and perform one of the following actions: Press the STOP/PLAY button on the microphone. None of the procedures will be selected because you have to choose the voice file you want to modify. If you have a document with the bar code. Click on the patient and click on the LISTEN button. When you search for dictated or approved procedures.2 above. scan the bar code after searching based on the Dictated status. Perform one of the following actions: • • • • Scroll through the Dictation work list using the REW and/or FF button on the microphone. the Procedure Code window automatically displays the patient’s prior procedures. refer to Subsection 8. 7.5. Scroll through the list of procedures by clicking on the scroll bar with the mouse. The Procedure Code window displays. Proprietary and Confidential . Verify that the correct patient is highlighted and perform one of the following actions: Press the STOP/PLAY button on the microphone. 6.

the application will start playing the voice file. When you have finished your dictation. following the instructions in the preceding subsection. If your microphone is in On/Off or Always On mode. press and release the STOP/PLAY button to start the playback. Dictate your addition to the report. press and release the button again. Proprietary and Confidential 8-20 . 12. When finished. 8. Click on the CANCEL button with the mouse. check marks will display in the boxes next to those procedures as well. The check box next to the procedure will no longer be inactive. The application changes from playback mode to dictate mode. When finished. Perform one of the following actions: • • Press and release the Cancel button on the microphone (located to the right of the REW button). 13. AMICAS. Press and release the Save button on the microphone (located to the left of the REW button). press and hold the STOP/PLAY button on the microphone to begin playing the original dictation. press and release the Save button again. and will be able to start dictating your addition to the voice file. If your microphone is in On/Off or Always On mode. Perform one of the following actions: • • Press and release the Cancel button again. The Procedure Code window closes and the Dictation page displays. A window displays asking if you are sure you want to cancel the activity. The Procedure Code window remains open.Vision Series RIS Portal User’s Guide Dictation A check mark is placed in the box next to the procedure. If other procedures are associated with that voice file. If desired. A message displays indicating that the dictation was successfully saved. • 9. Inc. Click on the OK button with the mouse. 11. 10. play back the original voice file by performing one of the following actions: • If your microphone is in Dead Man mode. release the button.

Adjusting the Microphone Settings As described in Subsection 8. The playback speed can be any number from 1 to 10.5. Proprietary and Confidential 8-21 . Increases or decreases the volume at which the dictation is played. Inc. Allows users to enable (checked) or disable (unchecked) the squealing sound heard when rewinding or fast forwarding your dictation. as shown below: Microphone Settings Window Microphone settings are user specific and based upon your login.5. Playback Volume Playback Speed Monkey Chatter AMICAS. and it defaults to 5.3 above.9. The winding speed can be any number from 1 to 10. and it defaults to 5. and it defaults to 5. The following options can be set at the Microphone Settings window: Option Winding Speed Description Increases or decreases the speed at which the voice file fast forwards or rewinds. Increases or decreases the speed at which the dictation plays. Clicking this button will open the Microphone Settings window that allows you to adjust dictation and playback options. the Dictation: Procedure Code window includes a MICROPHONE button.Vision Series RIS Portal User’s Guide Dictation 8. The playback volume can be any number from 1 to 10.

To stop dictating. This option is not currently used. click on the COMPLETE button at the bottom of the window to save your microphone preferences and close the Microphone Settings window. turn up the volume in Windows or on your Playback Volume. Release the STOP/PLAY button to stop playback. Currently this option does not reverse button functionality on the microphone. To listen to the dictation.4. • Dead Man Mode – To record. These three modes: Dead Man. Allows users to specify if they are right or left-handed. Always On Mode – To record. On/Off Toggle Mode – To record. This option makes the microphone beep when it starts recording. you can click on the CANCEL button to close the Microphone Settings window without saving your changes. Inc. Alternatively. press the STOP/PLAY button once. To play your dictation. Proprietary and Confidential 8-22 . press and hold the DICTATE button. Currently all recording in Vision Series RIS voice capture is voice-activated. which means that the system does not record silence. click on the START TUNING button. AMICAS. To listen to the dictation. We recommend leaving a check in the check box. To stop dictating. press the DICTATE button once. To stop dictating. as described in Section 8. If you cannot hear the beep. On/Off. affect the functionality of the Dictate and STOP/PLAY buttons on the microphone. Note that this window automatically displays the first time you log into Vision Series RIS as a voice capture user. press the DICTATE button once. press the DICTATE button again. release the DICTATE button. press and hold the STOP/PLAY button. The FF and REW buttons operate the same way for each of the three options. Press the STOP/PLAY button again to stop playback. Press the STOP/PLAY button again to stop playback. press the STOP/PLAY button.Vision Series RIS Portal User’s Guide Dictation Option Voice Activated Recording Description Allows users to enable (checked) or disable (unchecked) voice-activated recording. press the STOP/PLAY button once. and Always On. This will open the Input Level window that will prompt you to read a speech sample so the application can set the input level of your microphone. Normalize Playback Volume Play Audio Tone Orientation Dictate/Playback Buttons • • If you want to set the input level of your microphone. When you have set the various options as desired.

By default. Select the desired patient from the list by scanning a bar code.6. 3. AMICAS. enter the search criteria to locate the patient whose voice file you want to add to. Resource [modality]. you first have to filter the work list on the Procedure Code window based on the Approved status. or using the mouse. To create an addendum: 1. the Dictation page displays procedures that have a status of Ended because the system assumes that you typically want to dictate new studies. In order to record an addendum. The patients matching your search criteria display. Access the Dictation page. You have to use the filtering options on the Dictation page more than you do in normal dictation workflow. using the microphone buttons. or Date [service date]. 2. Typically. Creating Addendums The process of creating addendums is different than that of dictating reports. Proprietary and Confidential 8-23 . Location. as shown below: List of Matching Patients If further filtering is desired. Inc. this can be done by simply typing the first few letters of the patient’s last name in the Find Patient field. Search for the applicable patient and either click on the SEARCH button or press [Enter]. Radiologist.Vision Series RIS Portal User’s Guide Dictation 8. but you can also use one or more of the other search options. You can only create addendums for procedures that have a status of Approved.

When you have finished your dictation. Inc. 8. press and release the button again. The Procedure Code window closes and the Dictation page displays. the system lists the patient’s prior procedures by default. If desired. press and release the STOP/PLAY button to start the playback. AMICAS. view the report associated with the selected procedure by clicking on the VIEW REPORT button. play back the original voice file by performing one of the following actions: • If your microphone is in Dead Man mode. following the instructions in the preceding subsection. If desired. Dictate your addition to the report. Press and release one of the Save buttons on the microphone (located to the left of the FF and REW buttons). The application changes from playback mode to dictate mode. release the button. press and release the Save button again. 4. press and hold the STOP/PLAY button on the microphone to begin playing the original dictation. • 6.Vision Series RIS Portal User’s Guide Dictation The Procedure Code window displays. 7. A window displays asking if you are sure you want to cancel the activity. When finished. 5. Press and release the Cancel button on the microphone (located to the right of the REW button). A message displays indicating that the dictation was successfully saved. The Procedure Code window remains open. The checkbox next to the procedure will no longer be inactive. 9. If your microphone is in On/Off or Always On mode. Proprietary and Confidential 8-24 . When finished. 10. and you will be able to start dictating your addition to the voice file. Press and release the Cancel button. as shown below: Procedure Code Window Because you are working with approved procedures.

Editing. Inc. Proprietary and Confidential .Vision Series RIS Portal User’s Guide Transcription CHAPTER 9 Transcription Transcription Page 9. Chapter Objectives This chapter will cover the following material: • • • • • • • • • • • • Overview Requirements The Transcription Page Adding Templates Editing Templates Activating a Template Making a Template Inactive Filtering and Selecting a Patient The Reports Window Selecting the Report Entering Data about the Report Displaying the Report 9-1 • • • • • • • • • • • Inserting Normals Inserting.1. and Deleting Comments Transcribing the Report Saving and Completing the Report Setting the Assessment Field in the Mammography Window Reviewing Report Details Revising an Existing Report Creating an Addendum in Transcription Reports Adding a Normal Searching for and Deleting a Normal Transcribing Outside Reads AMICAS.

The AutoFormat Options window displays. In this seamless environment.Vision Series RIS Portal User’s Guide Transcription 9. it is necessary to modify some AutoCorrect options in Microsoft Word. Customize your Word toolbars before transcribing a report.1. AMICAS.. Requirements This chapter has been written with the assumption that your foot pedals have already been installed properly. Configuring the AutoCorrect Options in Microsoft Word Before transcribing. This manual covers only transcription processes that are affected by voice capture. Overview AMICAS has embedded integrated voice capture functionality into Vision Series RIS. Click on Tools in the menu bar and AutoCorrect Options…. If you need be added to the Voice Capture Administration Module. This chapter walks you through the basics of transcribing a report. transcriptionists can listen to the radiologist’s dictation while they are typing reports in Vision Series RIS or they can use other dictation methods and still transcribe while in Vision Series RIS. Open Microsoft Word 2003. Inc.2.. Word 2003 Perform the following steps to configure Microsoft Word: 1. as shown below: AutoCorrect Options.3. 2. 9.e. 9. 9. It also assumes that you are an authorized Voice Capture user (i. Proprietary and Confidential 9-2 . you have been added to the Voice Capture Administration Module).4.. contact your Dictation administrator and request to be added as a voice capture user.4. Refer to your Microsoft Word documentation for more information on using Word toolbars.

as shown below: AutoFormat As You Type Tab AMICAS. Click on the AutoFormat As You Type tab.Vision Series RIS Portal User’s Guide Transcription 3. Proprietary and Confidential 9-3 . Inc. Uncheck the Hyphens (--) with dash (–) checkbox. as shown below: AutoCorrect Options Window 4.

Inc. Proprietary and Confidential 9-4 . Click on the OK button. 9.2.4. as shown below: AutoFormat Tab 6. Word 2007 Perform the following steps to configure Microsoft Word: 1. Start Microsoft Word 2007. 2. Click on the AutoFormat tab and uncheck the Hyphens (--) with dash (–) checkbox. Click on the Office button and the Word Options button.Vision Series RIS Portal User’s Guide Transcription 5. as shown below: Word Options Button AMICAS.

as shown below: AutoCorrect Options The AutoCorrect options window displays. AMICAS. 5. as shown below: Hyphens (--) with dash (–) Option 7. Inc.Vision Series RIS Portal User’s Guide Transcription The Word Options window displays. Click on the AutoFormat As You Type tab. Click on the AutoFormat tab. Uncheck the Hyphens (--) with dash (–) option. as shown below: Proofing Option 4. 6. Proprietary and Confidential 9-5 . Click on the Proofing option. 3. Click on the AutoCorrect Options… button.

The page should display automatically after you log into Vision Series RIS. Reports highlighted in yellow have been flagged as urgent studies.Vision Series RIS Portal User’s Guide Transcription 8. but you can access it by clicking on the Transcription tab: Transcription Page • By default. Uncheck the Hyphens (--) with dash (–) option. Click on the OK button. Transcription Page The Transcription page is your work list – it contains a list of reports waiting to be transcribed. Proprietary and Confidential 9-6 . The count icon in the lower left corner of the screen indicates how many exams are in the list. Rejected. • AMICAS. 9. the system lists reports with statuses of Dictated. as shown below: Hyphens (--) with dash (–) Option 9.5. Hold. Inc. and No Report.

or unlocked reports. Approved. At the bottom of the Transcription page are the following buttons: Button TRANSCRIBE Description Opens the Reports window for the selected report. If you transcribe reports for multiple locations. Select a specific resource category (modality) or search among all resources. The report statuses are Default. You can also double-click on the report to open the Reports window. footers.Vision Series RIS Portal User’s Guide • Transcription The fields at the top of the Transcription page allow you to filter the list of reports as follows: Field Find Patient Field Location Field Description Enter a name. resource (modality). When you access the Transcription page. edit reports. Dictated. and letterhead for your locations. and add addendums. locked reports. location. patient name. The Date field allows you to enter a date so you can search for visits older than four weeks or filter the list for a specific date in the four week range. and Transcription Review. Hold. You should always see the following text: “Serial foot pedal found. click on the SEARCH button or press [Enter] to filter the list of reports. the system provides the date of service. Select reports based on status. jacket number. All Statuses. The system searches for visits with service dates up to four weeks prior to the current date. Allows you to create and edit report templates. Select a specific location or search for all locations. Rejected.” If you log into Vision Series RIS and the foot pedal status is “Unknown device not supported. and transcriptionist. or accession number to locate reports for a specific patient. Select reports dictated by a specific doctor or search for all doctors. Radiologist Field Status Field Resource Field Show Field Date Field Once you have entered the desired search criteria. partial name. Inc. • For each report listed on the Transcription page. A report is locked when another user is accessing it. Select to search for all reports. you can change the Location filter to All Locations. Contact a member of your IT staff for assistance. • • CLEAR EDIT TEMPLATE AMICAS. exam start and end times. headers. In the lower left corner of the window. where you can create reports. exam code and description. the Location field may automatically populate with your default location. Preliminary. the application displays the status of the foot pedal. Proprietary and Confidential 9-7 . No Report.” the application does not recognize the foot pedal. radiologist. Restores the search fields at the top of the Transcription page to their default settings.

Proprietary and Confidential 9-8 . Click on the EDIT TEMPLATE button at the bottom of the Transcription page.Vision Series RIS Portal User’s Guide Transcription Button NORMALS OUTSIDE READS Description Allows you to add. This can be used as standard stationary for reports written at a particular location. Adding Templates You can have one template per location. Inc.6. To add templates: 1. and delete normals for specific procedures. 9. as shown below: Edit Template Button AMICAS. edit. Allows you to enter information about foreign films so you can transcribe outside read reports through Vision Series RIS.

Footer. 3. as shown below: Type Field You can also add a Preliminary Result Template. Click in the Template field and type a name for your new template. Click on the ADD button at the bottom of the Template Search window. Proprietary and Confidential 9-9 . as shown below: Template Search Window 2. as shown below: Naming the New Template 4. Header. as shown below: Add Button AMICAS. and Letterhead by selecting any of these from the Type field pull-down list. Inc.Vision Series RIS Portal User’s Guide Transcription The Template Search window displays. Click on the down arrow to the right of the Type field and select Template.

Vision Series RIS Portal User’s Guide Transcription The Add/Edit Template page displays with a blank template ready for editing. Click on the EDIT TEMPLATE button at the bottom of the Transcription page. as shown below: Edit Template Button AMICAS. Proprietary and Confidential 9-10 .7. as shown below: Transcription: Add/Edit Template Window 5. header. Go to Step 7 in Section 8. Inc. footer or letterhead. Editing Templates To edit templates: 1.6 for information on how to edit your new template. 9.

Footer. Proprietary and Confidential 9-11 . and Letterhead by selecting any of these from the Type field pull-down list. Inc. Header.Vision Series RIS Portal User’s Guide Transcription The Template Search window displays. Click in the Template field and type the template name you want to edit. Click on the down arrow to the right of the Location field and select a location. as shown below: Template Field AMICAS. as shown below: Type Field You can also edit a Preliminary Result Template. 4. as shown below: Location Field 3. as shown below: Template Search Window 2. Click on the down arrow to the right of the Type field and select Template.

Proprietary and Confidential 9-12 . Inc. Perform one of the following actions: • • press [Enter] click on the SEARCH button Results matching your search criteria display under the Search Results section. as shown below: Template Search . as shown below: Edit Button The Add/Edit Template page opens displaying the template you selected. Perform one of the following actions: • • Double-click on the desired template. Click on the desired template and click on the EDIT button at the bottom of the Template Search window.Vision Series RIS Portal User’s Guide Transcription Clicking on the SEARCH button without entering a template name displays all templates of that type. as shown below: Add/Edit Template AMICAS.Search Results 6. 5.

you must submit each piece of data before the other fields will become available for use. Perform one of the following actions to edit your template: Before editing your template. as shown below: Footer Field • Click on the down arrow to the right of the Bookmark field and select the appropriate bookmark to insert. The data available to insert into your template is listed in the Bookmark field. as shown below: Bookmark Field A template can have the system pull information from the database by using bookmarks. • Click on the down arrow to the right of the Letterhead field and select the appropriate letterhead to insert. Proprietary and Confidential 9-13 . verify no is using the Vision Series RIS system and modify the template you are about to edit as changes will be reflected in the template immediately. If you want to add more than one piece of information. as shown below: Header Field • Click on the down arrow to the right of the Footer field and select the appropriate footer to insert. Inc. AMICAS. as shown below: Letterhead Field • Click on the down arrow to the right of the Header field and select the appropriate header to insert.Vision Series RIS Portal User’s Guide Transcription 7.

repeat Step 7 until you have added or edited all applicable information. If you add an asterisk in front of and after the bookmark. Refer to Section 9. go to the next step.1 for information about how to properly remove bookmarks. 8. Proprietary and Confidential 9-14 . as shown below: Letterhead Added to Template 9. Click on a location in the template in which you want to add your selected data and click on the SUBMIT button to insert the data. Inc. Click anywhere in the document to delete. as shown below: Complete Button The Add/Edit Template window closes and the Template Search window displays. you should not use the <Backspace> or the <Delete> key because the bookmark is a pointer to data within the Word document. If you have added all applicable data. Perform one of the following actions: • • If you want to add more data. 10. the bookmark will become a usable bar code. add. Refer to Section 8. Click on the COMPLETE button at the bottom of the Add/Edit Template page. 11. AMICAS. or edit existing text (if necessary).5.2.a for more information on bar codes.Vision Series RIS Portal User’s Guide Transcription To delete a bookmark. as shown below: Adding Letterhead to a Template The data is inserted at the mouse’s location.7.

Deleting Bookmarks in MS Word 2007 In order to delete bookmarks properly.1. Perform Steps 1 .7. click on YES to close the document without saving your changes or NO to return to your document. After clicking on the CANCEL button you will be prompted again to confirm that you want to cancel. 1. Inc. 2. you need to use the Bookmark item from the Microsoft Word 2007 toolbar from within Vision Series RIS. as shown below: Edit Button The Lay Letter Definition window displays.6 in Section 9. Proprietary and Confidential 9-15 . 9.7 to search for the template that you want to remove the bookmarks from. Double-click on the letter template or single-click the desired letter template and click on the EDIT button. as shown below: Lay Letter Definition Window AMICAS.Vision Series RIS Portal User’s Guide Transcription You can click on the CANCEL button at any time to exit the Add/Edit Template without saving your changes.

Proprietary and Confidential 9-16 . Click on the NEXT button at the bottom of the Lay Letter Definition window. Click on the bookmark you want to delete and click on the Delete button on the Bookmark window. 5.Vision Series RIS Portal User’s Guide Transcription 3. The Lay Letter window displays. Click on the Insert tab and the Bookmark option on the MS Word 2007 toolbar. as shown below: Bookmark Window AMICAS. Inc. as shown below: Lay Letter Window 4. as shown below: Selecting the Bookmark Option The Bookmark window displays.

7. Open Microsoft Word outside of Vision Series RIS. Deleting Bookmarks in MS Word 2003 In order to delete bookmarks properly within Vision Series RIS. 2. 6. Click on the Close button on the Bookmark window. The text of the bookmark is removed.Vision Series RIS Portal User’s Guide Transcription The bookmark is removed from the list of bookmarks in the Bookmark window. and press either the Backspace or Delete key. and the Cancel button changes to a Close button. 9. The Lay Letter Definition window closes and the Letter Template page displays. as shown below: Microsoft Word Tools. 1. 8. Inc. Click on the COMPLETE button at the bottom of the Lay Letter window. Customize Option AMICAS. Minimize Vision Series RIS. The Lay Letter window closes and the Lay Letter Definition window displays. you need to add the Bookmark item to either the Standard or Formatting toolbars within Microsoft Word. The Bookmark window closes. Proprietary and Confidential 9-17 . 3. Click on the COMPLETE button at the bottom of the Lay Letter Definition window. Highlight the entire text of the bookmark you want to remove from the template (including the greater than and less than characters “<<>>”). 9.2. Click on Tools and Customize. 7.

Inc.Vision Series RIS Portal User’s Guide Transcription The Customize window displays. as shown below: Microsoft Word Customize Window Insert Option AMICAS. as shown below: Microsoft Word Customize Window 4. Click on the Commands tab. Proprietary and Confidential 9-18 . 5. Click on Insert under the Categories section.

Click on. and paste. bold. size. copy. and italic. The Format toolbar contains icons such as font. Scroll down the Commands section using the down arrow until Bookmark is visible.Vision Series RIS Portal User’s Guide Transcription 6. Proprietary and Confidential 9-19 . cut. as shown below: Microsoft Word Bookmark Added to Toolbar AMICAS. The Standard toolbar contains icons such as open. The Bookmark option is added to the toolbar you selected. save. drag. as shown below: Microsoft Word Customize Window Bookmark Command 7. and drop the Bookmark icon onto the Standard or Format Toolbar. Inc.

Perform Steps 1 .7 to search for the template that you want to remove the bookmarks from. Close Microsoft Word by clicking on the X in the upper right hand corner of the window.Vision Series RIS Portal User’s Guide Transcription 8. as shown below: Add/Edit Template Page Displaying New Bookmark Option AMICAS. Maximize Vision Series RIS. 10. The Add/Edit Template page displays. 11. as shown below: Microsoft Word Customize Window Close Button 9. Inc. Proprietary and Confidential 9-20 .6 in Section 9. Click on the Close button at the bottom of the Customize window in Microsoft Word.

The bookmark is removed from the list of bookmarks in the Bookmark window. Click on the Close button on the Bookmark window. as shown below: Bookmark Option The Bookmark window displays all bookmarks used in the template. Click on the COMPLETE button at the bottom of the Add/Edit Template page. The text of the bookmark is removed. Click on the CLOSE button at the bottom of the Template Search window. 14. The Template Search window closes and the Transcription page displays. Click on the bookmark you want to delete and click on the Delete button on the Bookmark window (as shown above). Click on the Bookmark option on the applicable toolbar. 15. 17. AMICAS. 16.Vision Series RIS Portal User’s Guide Transcription 12. as shown below: Deleting Template Bookmark 13. the brackets “[]” are removed from the deleted bookmark in your template. Inc. The Add/Edit Template page closes and the Template Search page displays. and press either the Backspace or Delete key. The Bookmark window closes. and the Cancel button changes to a Close button. Proprietary and Confidential 9-21 . Highlight the entire text of the bookmark you want to remove from the template (including the greater than and less than characters “<<>>”).

You do not need to activate a header. Proprietary and Confidential 9-22 . footer or letterhead.8. Only one template can be active per location. its initial status is InActive. as shown below: Template Search Window AMICAS. Inc. Activating a Template After a template is added.Vision Series RIS Portal User’s Guide Transcription 9. as shown below: Edit Template Button The Template Search window displays. To activate a template: 1. You must activate the template in order to use it. Click on the EDIT TEMPLATE button at the bottom of the Transcription page.

as shown below: Template Field Clicking on the SEARCH button without entering a template name displays all templates of that type.Search Results AMICAS. as shown below: Location Field 3. Inc. as shown below: Template Search . Results matching your search criteria display under the Search Results section. 5. Perform one of the following actions: • • Press [Enter].Vision Series RIS Portal User’s Guide Transcription 2. Click on the down arrow to the right of the Type field and select either Template or Preliminary Result Template as shown below: Type Field 4. Click on the down arrow to the right of the Location field and select a location. Click in the Template field and type at least two characters of the template name you want to activate. Click on the SEARCH button. Proprietary and Confidential 9-23 .

Click on the CLOSE button at the bottom of the window. AMICAS.Vision Series RIS Portal User’s Guide Transcription 6. Proprietary and Confidential 9-24 . as shown below: Activating a Template The following Activate Template window displays: Template Activated 7. Click on the InActive template that you want to activate and click on the ACTIVATE button at the bottom of the Template Search window. Inc.

If you activate another template for this location. Click on the EDIT TEMPLATE button at the bottom of the Transcription page. any template that was previously Active will automatically become InActive. Inc. as shown below: Edit Template Button AMICAS. as shown below: Only one template per location can have a Status of Active. Proprietary and Confidential 9-25 . 9.Vision Series RIS Portal User’s Guide Transcription The Activate Template window closes and the Template Search page displays with the status of the template changed to Active.9. Making a Template Inactive To make a template inactive: 1.

AMICAS. as shown below: Location Field 3. Click on the down arrow to the right of the Type field and select either Template or Preliminary Result Template as shown below: Type Field 4. Click in the Template field and type at least two characters of the template name you want to activate. Proprietary and Confidential 9-26 . Inc. as shown below: Template Search Window 2. Click on the down arrow to the right of the Location field and select a location. as shown below: Template Field Clicking on the SEARCH button without entering a template name displays all templates of that type.Vision Series RIS Portal User’s Guide Transcription The Template Search window displays.

To filter and select a patient: 1. or accession number) to narrow the search. Perform one of the following actions: • • press [Enter] click on the SEARCH button Results matching your search criteria display under the Search Results section. the status of the template would now be displayed as InActive. you might want to enter patient-specific search criteria (e.) are all optional. If you search for the template you just made inactive in the Template Search window.g. Since the list is probably lengthy. 9. as shown below: Delete Button The Template Search window closes. 3. AMICAS. patient name. Click on the desired report status. jacket number. 2. select a report from the Transcription page. Inc. The steps to filter a patient (e. the Template Search window will close without warning. etc. as shown below: Template Search .Vision Series RIS Portal User’s Guide Transcription 5. these will help to narrow the search.. status. as shown below: Status Field 4.10. Click on the down arrow next to the Status field. selecting location.g. If you click on the CLOSE button on this screen you will not be prompted to confirm this action. Proprietary and Confidential 9-27 .. Access the Transcription page by clicking on the Transcription tab. Filtering and Selecting a Patient To begin the transcription process. Click on the Active template that you want to make InActive and click on the DELETE button at the bottom of the Template Search window.Search Results 6. Click on the arrow to the right of the Location field and click on the desired option.

Perform one of the following actions: • • Click on the desired exam to transcribe and click on the TRANSCRIBE button. 6. Double-click on the desired exam. jacket number. be sure to enter it in the format last name. Instead of double-clicking to select the patient. you can single-click on the left mouse button to highlight the patient. and press PLAY on the foot pedal. and press REW to scroll up. 7. Press FF to scroll down. In the Find Patient field. The Transcription page displays the results based on your search criteria. Click on the SEARCH button. Proprietary and Confidential 9-28 . If you are entering a name. Inc. type a name. You can use the foot pedal to scroll through the Transcription work list. first name. or accession number to locate reports for a specific patient. as shown below: The Transcription: Reports Window AMICAS. The Reports window displays.Vision Series RIS Portal User’s Guide Transcription 5. partial name.

service location. refer to the Vision Series RIS Admin User’s Guide. and referring physician. AMICAS. The Radiologist field automatically populates with the name of the doctor who dictated the study. If the referring physician’s name is displayed in red. • To the right of the header information are the following two buttons: Button Description The CC PHYSICIANS button in the Reports window allows you to search for and select additional referring physicians for the visit. Reports Window The Reports window opens when you select a patient from the Transcription page. Details of the Reports Window • In the header at the top of the window. it means that physician has no distribution defined. Note that if the patient has an active Mammography record in the database. the MAMMOGRAPHY button will be displayed in yellow. The window lists the reports and procedures on the patient’s current visit. Inc. date of service.Vision Series RIS Portal User’s Guide Transcription 9. Proprietary and Confidential 9-29 .11. the system lists the patient’s name. The MAMMOGRAPHY button in the Reports window allows you to enter mammography findings. as described in the preceding section. For more information.

Use this option to create an addendum for a report with a status of Approved. the application will automatically select the Create New Report option. Use the UNLOCK REPORT button to unlock a report the system mistakenly believes to be in use. The REFRESH REPORTS button redisplays the list of reports in the top section of the window. For more information on deleting reports. ○ At the bottom of the list of reports are the following three buttons: Button DELETE REPORTS Description The DELETE REPORTS button will delete the selected report and un-associate the report ID from procedures. Inc. Proprietary and Confidential . the application automatically places a check in the box next to the procedures tied to the report. To the right of the Urgent checkbox is an icon that indicates whether the report is locked or unlocked: Icon Description The Locked Report icon indicates that a report is locked and edits cannot be saved. You must select a report in the Report window before selecting this option. refer to Section 9. When you select a report in the top section of the window. To the right of each report is an Urgent checkbox you can click on to indicate that a procedure or report is urgent. ○ If the report has not yet been transcribed. 9-30 AMICAS. you should see one report—or more. If you have the appropriate rights in the system. depending on how the doctor grouped the procedures during dictation—with a status of Dictated. The Unlocked Report icon indicates that a report is unlocked and available for editing. ○ ○ ○ REFRESH REPORTS UNLOCK REPORTS • Below the list of reports are the following three report options: Option Create New Report Description This option allows you to type a report that has a status of Dictated.26 below. You must select a report in the Report window before selecting this option. This option allows you to revise reports with a Preliminary status. Urgent studies are highlighted in yellow and placed at the top of the doctor’s work list. Point to the icon to display a Screen Tip containing the name of the user who locked the report. Revise Existing Report Create Addendum to Selected Report • The bottom section of the window lists the procedures associated with the patient’s appointment. The addendum is a separate document and will be sent to the radiologist’s work list after it is typed. If the report hasn’t been typed. To the left of each report is a radio button you can click on to select the report.Vision Series RIS Portal User’s Guide • Transcription The middle section of the window displays existing reports tied to the visit you selected. you can revise approved reports. You must select a report in the Report window before selecting this option.

as shown below: Transcribe Button The Reports window displays.12. Selecting the Report To select a report: 1. • The following keyboard shortcuts are also available: Keyboard Shortcut Alt + M Alt + D Alt + R Alt + U Alt + N Alt + C Alt + L Alt + P Alt + F Alt + I Alt + A Alt + E Alt + D Alt + S On-screen Equivalent MAMMOGRAPHY button DELETE REPORT button REFRESH REPORTS button UNLOCK REPORT button NEXT button COMPLETE button CANCEL button REPORT DETAILS button PATIENT FILE button INSERT NORMAL button ADD button EDIT button DELETE button SEARCH button 9.Vision Series RIS Portal User’s Guide • Transcription Below the list of procedures are the following buttons: Button NEXT COMPLETE CANCEL REPORT DETAILS Description Click on the NEXT button in the Reports window to access the selected report. AMICAS. Click on the desired patient and click on the TRANSCRIBE button at the bottom of the Transcription page. Inc. Perform one of the following actions to select a patient from the Transcription page: • • Double-click on the desired patient. Proprietary and Confidential 9-31 . Click on the CANCEL button in the Reports window to close window without saving any changes. Click on the COMPLETE button in the Reports window to close the window and update any changes. Click on the REPORT DETAILS button to view the details of the selected report in a separate pop-up Report Detail window.

AMICAS. If additional referring physicians are needed. 3. the Revise Existing Report option is automatically selected. you can use the dragand-drop feature to correct the link. The Create New Report option will automatically be selected when you select an exam without a report. At the Reports window. The Reports window will also appear when you are done transcribing the report. Inc. click on the radio button next to the report you want to type. as shown below: Radio Button If procedures are associated with the wrong report. Click on the arrow to the right of the Radiologist field. To enter data about the report: 1. When you select a report with an exam. Proprietary and Confidential 9-32 . Click on the radiologist’s name. 9. as shown below: Radiologist Field Down Arrow 2. click on the CC PHYSICIANS button.Vision Series RIS Portal User’s Guide Transcription 2. Entering Data about the Report Before transcribing the report. information about the report must be entered.13.

as shown below: New Physician Information Window 4. Click on the search button to the right of the Physician Name field. Perform one of the following actions: • • Type two or more letters of the referring physicians name in the Physician Name field and perform the next action. Inc. as shown below: Physician Name Field Search Button AMICAS. Proprietary and Confidential 9-33 .Vision Series RIS Portal User’s Guide Transcription The New Physician Information window displays with the existing referring physician listed.

6. Verify the exam you want to transcribe is selected. Search for a referring physician and perform one of the following actions: • • Double-click on the desired referring physician.Vision Series RIS Portal User’s Guide Transcription The Referring Physician Search window displays. Click on the desired referring physician and click on the COMPLETE button.14. 9. Proprietary and Confidential 9-34 . Inc. AMICAS. click on the NEXT button in the Reports window to generate a blank report. Click on the COMPLETE button. If the report is locked. The New Physician Information window closes and the Reports window displays. 7. a message will display stating the report is locked. Displaying the Report After you have selected the report you want to type. as shown below: Referring Physician Search Window 5. The Referring Physician Search window closes and the CC doctor is added to the New Physician Information window.

Do not use Microsoft Word or Microsoft Outlook using Word as your email editor for any tasks while a transcription report is open. While the menus are not available. By default. you still have access to all the Word toolbars. you will notice that we have eliminated some of the screen elements. If you are familiar with Microsoft Word. • • AMICAS. and the cursor should be flashing in the body of the report.Vision Series RIS Portal User’s Guide Transcription The report displays in a Microsoft Word window. At the bottom of the window. Inc. Proprietary and Confidential 9-35 . these bookmark the location of the radiologist’s name and signature. Do not type inside the bookmark fields (inside the brackets <<>>). You could potentially corrupt the report. the Standard toolbar and the Formatting toolbar display at the top of the window. Depending on your template setup. we have added a few buttons that help you work with reports in the system. you might also notice one or more placeholders in the body of the report. as shown below: Sample Report • • The system will automatically populate the patient’s visit-related information.

Click on the INSERT NORMAL button at the bottom of the report displayed in the Microsoft Word interface. If a normal is already attached to a procedure being transcribed. To insert a normal: 1. If you want to search for different criteria. the system will automatically search for any normals linked to any procedures in the report.15. type your search criteria in the Description field and either press [Enter] or click on the SEARCH button. By default. Double-click on the desired normal or else click on the desired normal and click on the COMPLETE button AMICAS. as shown below: Normal Search Window 2. Proprietary and Confidential 9-36 .Vision Series RIS Portal User’s Guide Transcription 9. A list of normals that match your search criteria are listed (see figure above). as shown below: Insert Normal Button The Normal Search window displays. Inc. the INSERT NORMAL button will be displayed with yellow text. Inserting Normals You insert normals if you are transcribing a report and the radiologist indicates that the report is normal. 3. procedure code and radiologist by clicking on the INSERT NORMAL button. You can search for normals by description.

as shown below: Transcription Report Page with Normal Added 9.16. Inserting. as shown below: Reports Page with Display Pane AMICAS. and delete comments: 1. Proprietary and Confidential 9-37 . Inc. Select the text from the report in the Reports page and click on the COMMENTS button. edit. as shown below: Comments Button The text is highlighted and the comment display pane displays at the bottom of the page. Editing and Deleting Comments When you are typing a report. you can use comments to communicate with the dictating doctor.Vision Series RIS Portal User’s Guide Transcription The Normal Search window closes and the normal text is inserted in the report. To insert.

as shown below: Display Pane Close Button The comment display pane closes. Right-click on the highlighted text. Right-click on the highlighted text. 8. Inc.Vision Series RIS Portal User’s Guide Transcription 2. 6. The comment shortcut menu displays. Type the comment in the comment display pane (see figure above) and click on the Close button. The comment shortcut menu displays. A Screen Tip displays. Click on the Delete Comment option. 7. as shown below: Comment Screen Tip 4. AMICAS. The comment display pane displays. Hover your mouse over the highlighted text. as shown below: Comment Shortcut Menu 5. Click on the Edit Comment option. 3. The comment display pane closes. The comment is removed from the report. Type the changes and click on the Close button. Proprietary and Confidential 9-38 .

allow all of the bookmarks in the report to populate with the patient’s information.2. there are three different pedals that control the playback of the dictation: FWD. 2. You can use the foot pedal to hear the voice file (the most common method) or the mouse. To rewind the dictation. As shown in the following example. Listening to Dictation with the Foot Pedal Your foot pedal was set up during the hardware installation.Vision Series RIS Portal User’s Guide Transcription 9. PLAY. Listening to Dictation with the Mouse While transcriptionists typically use the foot pedal with Vision Series RIS voice capture. and REW.17.1. AMICAS. 9.18 below. you are ready to start listening to the doctor’s dictation. 3. you can also use the mouse to control the playback of dictation. see Section 9. Transcribing the Report Once the document window is open.17. 9. Inc. To fast forward the dictation. Before playing the dictation. Type the report. Foot Pedal Details To listen to dictation with the foot pedal: 1. press FWD on the foot pedal. Press PLAY on the foot pedal to start playing the dictation.17. press REW on the foot pedal. To learn how to save the report. Proprietary and Confidential 9-39 .

allow all of the bookmarks in the report to populate with the patient’s information. The Listen microphone control panel (shown below) displays and the dictation start to play: Listen Microphone Control Panel 3. send a preliminary report. Before playing the dictation. Type the report. Click on the Rewind button to rewind the dictation. see Section 9.18. Use the buttons in the Control Panel to listen to the dictation: Button Description Click on the Stop button to stop playback of the dictation. Click on the Play button to resume playback of the dictation. 2. In this window. Click on the Listen button at the bottom left of the Reports window. Click on the Fast Forward button to fast forward the dictation. 9. specify the report priority. Click on the Jump to Beginning button to quickly move to the beginning of the dictation. you can assign a radiologist and the findings.18. click on the COMPLETE button to open the Save A Report window. Proprietary and Confidential 9-40 . Saving and Completing the Report When you are finished typing the report. Inc. AMICAS. 4. To learn how to save the report.Vision Series RIS Portal User’s Guide Transcription To listen to dictation with the mouse: 1. and place the report on hold. Click on the Jump to End button to quickly move to the end of the dictation.

Click on the COMPLETE button at the bottom of the Reports window. depending on your system settings the Patient Files: Mammography window may display. as in the following example: Patient Files Mammography Window • Select the appropriate assessment from the Assessment pull-down menu. the Report window displays again in case you need to set the assessment in the Mammography window. The window will refresh.Vision Series RIS Portal User’s Guide Transcription After you save a report. click on the COMPLETE button. and the report status will update from Dictated to Preliminary. Do not type inside the bookmark fields when typing the report. Inc. When you are ready to complete the transcription process. To save and complete a report: 1. If this is a mammography procedure that is being transcribed. as show below: The Assessment Field AMICAS. Finish typing the report. 2. Proprietary and Confidential 9-41 .

If your system settings do not require you to select one of these options. Negative. click on the COMPLETE button to save the information. The Finding field contains a list of pre-set findings you can assign to the report: Normal. Compare. Inc. Positive. If the Compare option is selected and there is not a Mammography template set up for either the Lay Letter and/or the Recall Letter that uses this Assessment along with Compare. The Save A Report window displays. you may also be required to select either New. you can manually access the window to assign mammography findings as described in Section 9. you have to assign findings.3. as shown below: Save A Report Window 3. If you want to use the Teaching File Library. Depending on your system properties. Note that this should be done before completing Step 5 of this procedure. For more information on adding a report to the Teaching File Library. and Inconclusive. a warning will be displayed when you click the COMPLETE button if you have not selected an option. Proprietary and Confidential 9-42 .Vision Series RIS Portal User’s Guide • Transcription Depending on your system settings. Verify that all the information on the Save A Report window is correct: • • The Radiologist field displays the name of the radiologist who dictated the report. AMICAS. refer to Subsection 10. If your system is not set up to display the Patient Files: Mammography window immediately after completing a mammography report. and Need Films Radio Buttons If your system settings require you to select one of these options.6. you may or may not have to enter the findings.19 below. • When finished. Compare or Need Films from the options at the top of the window: New. no letter will be printed. the Compare option will be automatically selected when you click on the COMPLETE button.

The transcription report is saved. Medium. At the Reports window. the Save A Report window closes. • 4. and the report will not display on the radiologist’s work list.Vision Series RIS Portal User’s Guide • Transcription The Priority field contains a list of pre-set priorities you can assign to the report: Low. To set the Assessment field in the Mammography window: 1. 5. Any referring or CC physician tied to the patient’s visit will receive a preliminary copy of the report. The report status is updated to Hold. and the Reports window displays with the status of the report updating from Dictated to Preliminary. The Priority field is not currently used. click on the procedure to which you want to add your assessment. • Click on the Send Preliminary check box to send the preliminary report to distribution. The Reports window closes and the Transcription page displays. This section details how to set the Assessment field. Click on the COMPLETE button in the Reports window. Inc. Setting the Assessment Field in the Mammography Window The Mammography window allows you to enter your findings and recommendations. Click on the Hold check box to put the current report on hold. 9. You can access the report again from the Transcription page by changing your Status filter to Hold or Default. Proprietary and Confidential 9-43 .19. and High. as shown below: Reports Window with Procedure Selected AMICAS. Click on the COMPLETE button in the Save A Report window.

Vision Series RIS Portal User’s Guide Transcription 2. as shown below: New. no letter will be printed. The Mammography window displays. If desired. as shown below: Mammography Button If the patient has an active Mammography record in the database. as in the following example: Patient Files Mammography Window 3. Compare. Click on the MAMMOGRAPHY button. Inc. and Need Films Radio Buttons If the Compare option is selected and there is not a Mammography template set up for either the Lay Letter and/or the Recall Letter that uses this Assessment along with Compare. AMICAS. the MAMMOGRAPHY button will be displayed in yellow. Proprietary and Confidential 9-44 . click on the New. Compare or Need Films radio button.

Reviewing Report Details The Report Detail window provides information and statistics about a patient’s transcribed report. 9. Click on the down arrow to the right of the Assessment field and click on your assessment. as shown below: Report Details Button AMICAS. The Mammography window closes and the Reports page displays.20.Vision Series RIS Portal User’s Guide Transcription 4. The Options section of the window allows you to: • • • • change the report priority adjust the normal status place a report on hold indicate that a preliminary report should be transmitted To review report details: 1. The statistics include a: • • • word count character count sentence count You can also see if a normal was inserted and how many characters were in the normal. 5. Inc. Select an exam from the Transcription page. as shown below: Mammography Window Assessment Field The Patient Recall field automatically fills with data upon selecting an assessment from the Assessment field. 2. Proprietary and Confidential 9-45 . The Reports window displays. Click on the COMPLETE button at the bottom of the window when finished. Click on a report ID and click on the REPORT DETAILS button at the bottom of the Reports window.

you can make changes to it using the Revise Existing Report option in the Reports window. 9. AMICAS. if necessary. Proprietary and Confidential 9-46 . Click on the COMPLETE button. To revise an existing report: 1. Click in the Comments field and type a comment. Make any necessary changes under the Options section.Vision Series RIS Portal User’s Guide Transcription The Report Detail window displays. as shown below: Report Detail Window 3. 4.21. 5. Inc. The Report Detail window closes. Revising an Existing Report If a report has not been approved. Click on the radio button to the left of the report you want revise. you can also use this option to revise approved reports. If you have proper administrative rights.

The Save A Report window displays.Vision Series RIS Portal User’s Guide Transcription The Revise Existing Report radio button should be selected by default. Proprietary and Confidential 9-47 . 4. as shown below: Revise Existing Report 2. AMICAS. Click on the COMPLETE button. as shown below: Reports Window Next Button The Reports window displays. Click on the NEXT button at the bottom of the Reports window. Click on the COMPLETE button. as shown below: Save A Report Window 5. 3. Inc. Edit the report document. The Save A Report window closes and the Reports window displays.

To create an addendum: 1.22. as shown below: Create Addendum to Select Report In order to be able to select the Create Addendum to Selected Report option. Type the addendum and click on the COMPLETE button. Click on the radio button next to the desired approved report on the Reports page. as shown below: Transcription Page Next Button The Reports page opens. 3.Vision Series RIS Portal User’s Guide Transcription 9. 2. The Create Addendum to Selected Report radio button is selected by default. Creating an Addendum in Transcription Reports You cannot make any changes to an approved report. the Status of the report must be Approved. Click on the NEXT button on the bottom of the screen. therefore you must add an addendum to the report you type in the Transcription module if anything is added after the fact. Inc. AMICAS. Proprietary and Confidential 9-48 .

Click on the NORMALS button on the Transcription page. Inc. The Save A Report window closes and the Reports window displays. 9. Proprietary and Confidential 9-49 .23. as shown below: Normals Button AMICAS. Adding a Normal Many transcriptionists use normals so they do not have to type text that the radiologists frequently dictate. as shown below: Save A Report Window 4. Select any application options and click on the COMPLETE button.Vision Series RIS Portal User’s Guide Transcription The Save A Report window displays. To add a normal: 1.

Proprietary and Confidential 9-50 . The New Normal Document window displays. as shown below: Normal Search Window 2. as shown below: New Normal Document Window AMICAS. Inc. Click on the ADD button on the bottom left side of the page.Vision Series RIS Portal User’s Guide Transcription The Normal Search window displays.

7. A list of procedure codes that match your search criteria display. as shown below: 4. Click on the search button to the right of the Procedure Code field. Click on the desired procedure code and click on the COMPLETE button at the bottom of the search window. as shown below: Procedure Code Search Window 5. Proprietary and Confidential 9-51 .Vision Series RIS Portal User’s Guide Transcription 3. 6. Inc. Type the document name in the Document Name field. as shown below: Procedure Code Database Search Button The Procedure Code Search window displays. Click in one or more of the following fields and select or type the desired search criteria: • • • Procedure Category Procedure Code Description Clicking on the SEARCH button without entering any search criteria will display all procedure codes. AMICAS. Click on the SEARCH button or press [Enter].

linked to the exam. as shown below: Normals Button AMICAS. 12. Verify the Message Type field is Normal. Searching for and Deleting a Normal To search for and delete a normal: 1. Click on the NORMALS button on the Transcription page. 9. Verify the Status field is Active to ensure you will be able to use the normal in Transcription mode. Proprietary and Confidential 9-52 . Click on the COMPLETE button on the Normal Search window. The Normal Search window closes and the Transcription page displays.24. The normal is saved. 10. 11. the New Normal Document page displays with the Procedure Code field populated with the selected procedure. Inc. Type the normal text in the body of the document.Vision Series RIS Portal User’s Guide Transcription The Procedure Code Search window closes. Click on the COMPLETE button. and the Normal Search window displays. as shown below: New Normal Document Page with Procedure Code Field Populated 8. 9.

Proprietary and Confidential 9-53 . type two or more characters. Perform one or more of the following actions (if necessary): Clicking on the SEARCH button without entering any search criteria will display all normals. as shown below: Normal Search Window 2. Perform one of the following actions: • • Click on the SEARCH button. as shown below: Description Field • Click in the Procedure Code field and enter a procedure code. AMICAS.Vision Series RIS Portal User’s Guide Transcription The Normal Search window displays. as shown below: Procedure Code Field 3. Inc. Press [Enter]. • Click in the Description field. and click on the Starts With or Contains radio button to designate where in the description you want to search.

click on the normal and click on the DELETE button. Click on the COMPLETE button at the bottom of the Normal Search window to return to the Transcription page. as shown below: Normal Search Window Deleting Normal The normal is removed from under the Search Results section. 5. Be sure you have selected the appropriate normal to delete.Vision Series RIS Portal User’s Guide Transcription Search results matching your search criteria display under the Search Results section. If you want to delete this normal. Inc. There is no window to confirm deletion. AMICAS. Proprietary and Confidential 9-54 . as shown below: Normal Search Window Search Results 4.

as shown below: Outside Reads Button The Foreign Film page displays.Vision Series RIS Portal User’s Guide Transcription 9. Proprietary and Confidential 9-55 .25. as shown below: Foreign Film Page 2. you can process those patients form the Transcription module. Click on the search button to the right of the Patient Search field. To transcribe outside reads: 1. Transcribing Outside Reads If your radiologist reads foreign films. as shown below: Patient Search Button AMICAS. Click on the OUTSIDE READS button on the Transcription page. Inc.

12 for more information on entering a patient’s demographic information. ○ Type all of the patient’s information in the Demographics page. A list of patients matching your search criteria displays. double-click on the patient or click on the patient and click on the SELECT button at the bottom of the window. Inc.Vision Series RIS Portal User’s Guide Transcription The Patient Search window displays. The Demographics page displays. as shown below: Patient Search Window 3. Type your search criteria and click on the SEARCH button or press [Enter]. the system will prompt you to create a new patient click on the OK button. Proprietary and Confidential 9-56 . AMICAS. Refer to 7. 4. Perform one of the following actions: • • If the patient’s name displays. If the patient’s name does not display.

Inc. AMICAS. click in the field. highlight the inaccurate number of films and type the accurate number. Click on the arrow to the right of the Location field. as shown below: Foreign Film Page with Patient Search and Jacket Fields Populated 5. 9. Perform one of the following actions: • • If the date in the Return Date field is accurate.Vision Series RIS Portal User’s Guide Transcription The Foreign Film page displays with the Patient Search and Jacket fields populated. go to the next step. Proprietary and Confidential 9-57 . 7. If the number of films in the # of Films field is inaccurate. Perform one of the following actions: • • If the number of films in the # of Films field is accurate. highlight the inaccurate date and either type the accurate date in the format mm/dd/yyyy or click on the Calendar icon. as shown below: Date of Service Field 8. click in the field. go to the next step. as shown below: Location Field 6. If the date in the Return Date field is inaccurate. Type the service date in the format mm/dd/yyyy in the DOS field or click on the Calendar icon to select a date. Click on the location for the study.

AMICAS. Inc. The Exam Search window displays.Vision Series RIS Portal User’s Guide Transcription 10. Proprietary and Confidential 9-58 . Click on the search button to the right of the Exam field. as shown below: Exam Search Button You can also type part or all of an exam code and either press [Enter] or click on the search button to the right of the Exam field. A list of exams matching your search criteria displays. as shown below: Exam Search Window • • • Type your search criteria and click on the SEARCH button. This displays the results on the Exam Code window. Click on the SELECT button at the bottom of the window. Check the box(es) next to the desired exam(s) to select the exams for the outside read visit.

Click on the search button to the right of the Physicians field. This displays the results on the Referring Physician Search window. AMICAS. Perform one of the following actions: • • Type two or more letters of the referring physician’s name and perform the next action. as shown below: Foreign Film Page with Exam Field Populated 11. as shown below: Physicians Field You can also type part or all of the referring physician’s name and either press [Enter] or click on the search button to the right of the Physicians field. Proprietary and Confidential 9-59 .Vision Series RIS Portal User’s Guide Transcription The Exam Search window closes and the Exam field in the Foreign Film page is populated with the exam code(s). Inc.

The referring physician is added to the field beneath the Physicians field. Double-click on the desired physician or single-click on the physician and click on the SELECT button at the bottom of the window. The Referring Physician Search window displays a lit of physicians matching your search criteria. Proprietary and Confidential 9-60 . Click on the COMPLETE button at the bottom of the page. Inc. as shown below: Physician Added to Foreign Film Page Perform Steps 11 – 13 again to add a CC doctor(s).Vision Series RIS Portal User’s Guide Transcription The Referring Physician Search window displays. as shown below: Referring Physician Search 12. 13. 14. Type the search criteria for the referring physician and click on the SEARCH button or press [Enter]. AMICAS.

A list of patients matching your search criteria displays. AMICAS. 19. Click on the NEXT button on the bottom of the page. Click on the CLOSE button on the bottom of the Foreign Film page. 17.Vision Series RIS Portal User’s Guide Transcription The Foreign Film page clears and you can continue to add Foreign Film information. The Reports window displays. 16. Search for the patient on the Transcription page. Once you have finished adding Foreign Film information. as shown below: Reports Page 18. go to the next step. Double-click on the desired outside read patient or single-click on patient and click on the TRANSCRIBE button at the bottom of the page. Transcribe and complete the report. 15. A blank transcription report is created. Proprietary and Confidential 9-61 . The Foreign Film page closes and the Transcription page displays. Inc.

Proprietary and Confidential 9-62 . the underlying report and any other addendums to that report will not be deleted automatically.11 above. Inc. Keep in mind the following: • • • • The DELETE REPORT button will only appear on the Reports window if you have the user privilege to access it. the main Reports window includes a DELETE REPORT button. Deleting a report will automatically delete all addendums associated with the report. Deleted reports that have already been distributed will be resent with the text “Report Deleted” displayed in large bold print.26. as shown in the following example: DELETE REPORTS Button The DELETE REPORTS button will delete the selected report and un-associate the report ID from procedures. AMICAS. If you delete just an addendum to a report. Deleting a Report As described in Section 9.Vision Series RIS Portal User’s Guide Transcription 9.

Vision Series RIS Portal User’s Guide Transcription To delete a report: 1. If this report is associated with multiple procedures. AMICAS. the following window will appear: Delete from Multiuple Procedures? Click on the CONTINUE button if you wish to delete this report from all associated procedures. otherwise click the CANCEL button to exit without deleting. If there are any addendums associated with this report. Select the report to be deleted by clicking on the radio button to the left of the report. the following window will appear: Delete Addendum(s)? Click on the CONTINUE button if you wish to delete this report together with all associated addendums. otherwise click the CANCEL button to exit without deleting. Proprietary and Confidential 9-63 . Inc.

At the Delete Reason window. select the appropriate reason for deletion from the pulldown menu. as sown below: Entering an Other Reason The list of available reasons are configurable on a site-by-site basis. AMICAS.Vision Series RIS Portal User’s Guide Transcription The Delete Reason window is displayed Delete Reason Window 2. 3. Proprietary and Confidential 9-64 . as in the following example: Selecting the Reason for Deletion You can also enter a different reason by selecting “Other Reason” and then typing your reason it in the Other Reason field. Inc. Click on the COMPLETE button at the bottom of the window.

add to the voice file during the review process.2. AMICAS. Inc. you have to use the mouse more frequently than during dictation. but you still have limited navigation functionality with the microphone.Vision Series RIS Portal User’s Guide Report Review CHAPTER 10 Report Review Report Review 10. and create addendums in the Report Review module. Overview In Report Review.1. You can listen to your dictation. Proprietary and Confidential 10-1 . Chapter Objectives This chapter will cover the following material: • • • • • • Overview Requirements The Report Review Page Selecting Reports The Report Review Document Window Creating Addendums in Report Review 10.

the application uses your login to automatically populate the Radiologist field with your name. Inc. 10. Report Review • When you log into Vision Series RIS and access the Report Review page. or accession number to locate reports for a specific patient. The fields at the top of the Report Review page allow you to filter the list of reports as follows: Fields Find Patient Field Description Enter a name. jacket number.. • AMICAS. It only covers review processes that are affected by Voice Capture.4. 10. Requirements This chapter has been written with the assumption that your microphone has already been installed properly. partial name. It also assumes that you are an authorized Voice Capture user (i. Proprietary and Confidential 10-2 .3. Report Review Page The Report Review page is your work list – it shows you the reports that you need to review and approve. you have been added to the Voice Capture Administration Module). you should only see the reports that you dictated and have been transcribed.Vision Series RIS Portal User’s Guide Report Review This chapter details the basics of reviewing reports. By default. contact your Dictation administrator and ask him or her to add you as a voice capture user.e. If you need be added to the Voice Capture Administration Module.

Select a specific resource category (modality) or search among all resources. If you review reports for multiple locations. • • AMICAS. A Sound column is located on the Report Review page. Search for reports based on the status. Proprietary and Confidential 10-3 . radiologist name. Select reports assigned to a specific radiologist or search for all radiologists. Dictated. appointment time. Select to search for all reports. The report statuses are All Statuses. Rejected.Vision Series RIS Portal User’s Guide Report Review Fields Location Field Description Select a specific location or search for all locations. the Location field may automatically populate with your default location. The Transcription Date field allows you to enter a file creation date (not the service date) so you can search for reports older than four weeks or filter the list for a specific date in the four week range. When you access the Report Review page. A report is locked when another user is accessing it. you will need to change the Location filter to All Locations. Inc. Approved. and the name of the radiologist to whom the report was transferred (if applicable). whether the report as indicated as normal. Feed Approved. and Transcription Review. Preliminary. you can click on the SEARCH button or press [Enter] to filter the list of reports. the system provides the report ID. Transcription Date Field • For each report listed on the Report Review page. patient name. Once you have entered the desired search criteria. Hold. locked reports. Point to the icon to display a Screen Tip containing the name of the user who locked the report. The number in this column indicates the length of the voice file associated with the report. The default status is Preliminary. The icons in the far right unmarked column on the Report Review page indicates whether the report is locked or unlocked: Icon Description The Locked Report icon indicates that a report is locked and edits cannot be saved. Feed Preliminary. The Unlocked Report icon indicates that a report is unlocked and available for editing. date of service. transcriptionist name. or unlocked reports. The name defaults based on your login so by default you only see reports you dictated and have been transcribed. Radiologist Field Status Field Resource Field Show Field The system searches for reports with file creation dates (transcription dates) up to four weeks prior to the current date. finding (if entered). resource.

Opens all the reports in your task list.1. CLEAR TEACHING FILES 10. The selected report opens in a document window. Opens all the reports in your task list.6 for information on the Report Review document window. Proprietary and Confidential 10-4 . Reviewing a Specific Report To review a specific report: 1. Restores the search fields at the top of the Report Review page to their default settings. the application highlights the previous patient in the list. Each time you press the REW button.Vision Series RIS Portal User’s Guide • Report Review At the bottom of the Report Review page are the following buttons: Button REVIEW REVIEW ALL REVIEW ALL NORMAL Description Opens only the report you selected. To scroll up the work list. Opens the Teaching Files Library window. After you take action on the report. Refer to Section 10. where you can search for. Each time you press the REW button. the application highlights the next patient in the list. If your transcriptionists do not assign findings. and delete reports flagged by the radiologist as teaching files. click on the REVIEW button on the screen or press the STOP/PLAY button on the microphone. 10. The reports display one at a time. Locate the specific report you want to review by clicking on it with your mouse or by scrolling up and down the list of reports with the REW and FF buttons on your microphone: • • To scroll down the work list. Opens only the reports in the list that have been assigned normal findings. A button for each of these options is located at the bottom of the Report Review page. Selecting Reports As described in the preceding section. the Report Review page displays.5. press the FF button on the microphone. Inc. When the desired report in the work list is highlighted. The reports display one at a time. press the REW button on the microphone. there are three options for selecting the reports you want to review: Option REVIEW REVIEW ALL REVIEW ALL NORMAL Description Opens only the report you selected. you cannot use this option. AMICAS. 2. you cannot use this option. If your transcriptionists do not assign findings. view. Opens only the reports in the list that have been assigned normal findings.5.

To review all reports that the transcriptionist has designated as normal reports.6 for information on the Report Review document window. After you have taken action on the current report (approve.). Reviewing All Reports To review all reports. The following results occur: • • • A document window opens and displays the first normal report.Vision Series RIS Portal User’s Guide Report Review 10. click on the REVIEW ALL button at the bottom of the Report Review page. This allows you to quickly review a group of reports that contain normal text. If the Normal column on the Report Review page is empty. Locked reports do not display when you click on the REVIEW ALL button. Once you have taken action on all normal reports. the next normal report displays in the document window. Refer to Section 10. • Once you have taken action on all reports.5. skip. the document window closes and the Report Review page displays. After you have taken action on the current report (approve. click on the REVIEW ALL NORMAL button at the bottom of the Report Review page. Reviewing All Normal Reports The REVIEW ALL NORMAL button will display only reports the transcriptionist designated as normal reports.).5. etc.2. Inc. Not all transcriptionists enter findings. The following results occur: • • A document window opens and displays the first report.3. skip. reject. reject. Proprietary and Confidential 10-5 . you cannot use this button. the next report displays in the document window. A report is locked when it is being accessed by another Vision Series RIS user. 10. the document window closes and the Report Review page displays. etc. AMICAS.

the REVIEW ALL button or the REVIEW ALL NORMAL button. The application will save your changes when you approve. or reject the report. After your process one report. either by clicking on the REVIEW button. AMICAS. Report Review Document Window When you select a report for review. This can be done in one of two ways: 1. At the document window. as shown below: Report Review Document Window The Report Review document window displays the reports you selected on the Report Review page. While the document is open. Listening to Voice File While you are reviewing the open report. Even if you select multiple reports.1. Proprietary and Confidential 10-6 . Vision Series RIS interfaces with Microsoft Word. you can edit the report text. Inc. you can listen to the voice file to compare the transcription with the dictation.6. skip. Clicking on the LISTEN button. the report is displayed in a separate Report Review document window.6. you can perform a variety of actions. so the window contains some elements of the wordprocessing program. the next report will display. you can only view one report at a time in the Report Review window. as described below. The Standard toolbar and the Formatting toolbar display at the top of the window. if desired.Vision Series RIS Portal User’s Guide Report Review 10. 10.

If s/he selects the wrong dictating doctor. To transfer a report: 1. Inc. A transferred report remains on the reading radiologist’s worklist until the radiologist that it was transferred to approves it. as shown below: Transfer Button The Transfer Report window displays. Click on the ADD TO LIBRARY button in the Report Review window. When you are done playing back the audio. If you want to use the Teaching File Library. Transferring a Report When the transcriptionist types a report. The Report Review module includes a teaching file library that can be use to store reports you can access in the future. Click on the TRANSFER button in the Report Review window. Click on the COMPLETE button. refer to Section 9. 3. 10. release the button.6. 2. as shown below: Add to Library Button AMICAS. Proprietary and Confidential 10-7 . s/he assigns the radiologist who reads the films.Vision Series RIS Portal User’s Guide Report Review 2. If this occurs. For more information on findings.6. The Transfer Report window closes and the report is assigned to the selected radiologist. Click on the arrow to the right of the Radiologist field and click on the desired radiologist.3.2. you might see another radiologist’s report in the task list. Pressing and holding the STOP/PLAY button on your microphone. Adding a Report to the Teaching File Library Some reports have value as an instructional tool. 10.18. To add the report to the teaching file library: 1. you can use the TRANSFER button in the Report Review window to assign the report to a different radiologist. you have to assign findings.

6. you can use comments to communicate with the transcriptionist. Inserting. and delete comments: 1. as shown below: Report Review Comment Button AMICAS. as shown below: Teaching File Inserted 2.Vision Series RIS Portal User’s Guide Report Review A window displays stating that the report was added to the teaching file. Click on the COMMENT button.4. 2. Proprietary and Confidential 10-8 . edit. Click on the CLOSE button. Select the text that you want to comment on from the Report Review window. To insert. The window closes and report displays. Editing. Inc. 10. and Deleting Comments When you are typing a report.

Add or modify the characters in the Initials field. and User Information. 5. Click on the Close button. Type your comments in the display pane. Right-click on the highlighted text. If you hover your mouse over the highlighted text. Proprietary and Confidential 10-9 . Inc. 4. as shown below: Display Pane Close Button The display pane closes. as shown below: Report Review Page with Display Pane Displayed The initials that display before the cursor in the display pane and in the comment balloon can be edited or changed via Microsoft Word. From Microsoft Word. AMICAS. click on Tools. 3. Options. a Screen Tip containing the comment text and the name of the commenter displays.Vision Series RIS Portal User’s Guide Report Review The text is highlighted and a display pane displays at the bottom of the screen.

6. Click on the Delete Comment option.5. click on the APPROVE button with your mouse. All comments must be removed from the report before it can be approved. as shown below: Comment Shortcut Menu 6. 10. save the report. Type your changes and click on the CLOSE button.Vision Series RIS Portal User’s Guide Report Review The shortcut menu displays. If you have additional reports to review (e. 8. Inc. 9.g. the Report Review page displays. you have chosen to review all reports). AMICAS. If you still have comments in the report a window will display stating “You can not approve a report that contains comments. Click on the Edit Comment option. the next report will be displayed. The display pane closes.” The application will insert the electronic signature (if designated to do so). The comment is removed from the report. and update the report status to Approved. Your cursor jumps to the comment balloon so you can edit your comment. as shown below: Comment Balloon 7. Approving a Report To approve a report.. If the report was the last—or only—report you were reviewing. The comment shortcut menu displays. Proprietary and Confidential 10-10 . Right-click on the highlighted text.

The report status is updated to Rejected to allow the report to display on the Transcription page.Vision Series RIS Portal User’s Guide Report Review 10. Adding to the Voice File During Review If you reject a report. 10. Inc.6. 2. Speak the dictation to be added to the end of the voice file. Release the DICTATE button when you are done dictating. the next report will then be displayed. 10. 4. fast forward to the end of the voice file. Skipping a Report If you are reviewing multiple reports. the next report will be displayed. Click on the REJECT button. A message displays indicating that the dictation was successfully saved. all of the action buttons in the document window become inactive except the REJECT button. Rejecting a Report To reject a report. click on the REJECT button. While reviewing the report in the Report Review document window. If the report was the last— or only—report you were reviewing. If you have additional reports to review. 3.6. If you have additional reports to review.7. If the report was the last— or only—report you were reviewing. The application will update the report status to Rejected to send the report back to the Transcription work list. To add to a voice file during review: 1. The report status will remain Preliminary to allow the report to remain on your work list. The application closes the current report. the next report will then be displayed. Proprietary and Confidential 10-11 . Press and release one of the SAVE buttons on the microphone (located to the left of the FF and REW buttons). AMICAS. If the report was the last (or only) report you were reviewing. you typically need the transcriptionist to edit the report text. the Report Review page displays.6.6. When adding a voice file. 5. you can click on the SKIP button to jump to the next report. For more information. You can add to the dictation before rejecting the report. the Report Review page displays. Vision Series RIS allows you to add to a voice file before you reject the report so you can communicate the changes to the transcriptionist. press and hold the DICTATE button on your microphone. If you continue recording after playing back the dictation. see the following subsection. If you have additional reports to review.8. the Report Review page displays.

Proprietary and Confidential 10-12 .6 above. The addendum displays on the Transcription page. 3. While reviewing the report in the Report Review window.Vision Series RIS Portal User’s Guide Report Review 10. Click on the CANCEL button on the bottom of the Report Review window. Cancelling a Report Review To cancel a report review: 1. A prompt asks if you are sure you want to cancel the activity. as described in Section 8. 10. press and hold the DICTATE button on the microphone to start dictating the addendum. If you make a change to the current report and do not want to save your changes. 10.6. Release the DICTATE button when you are done dictating. 2.10. Inc. Press and release one of the SAVE buttons on the microphone (located to the left of the FF and REW buttons). you can click on the CANCEL button and open the report. You can only create addendums for procedures that have a status of Approved. Click on the YES button at the bottom of the prompt window. Completing a Report Review To complete a report review: Click on the COMPLETE button on the bottom of the Report Review window. Speak the new dictation. The Report Review window closes and the Report Review page displays.6. The document window closes and the Report Review page displays. To create an addendum: 1. 2. Creating Addendums in Report Review This subsection describes how to create addendums from the Report Review page. 4.9. The Report Review window closes and the Report Review page displays the reports awaiting future review and approval.7. AMICAS. A message displays indicating that the dictation was successfully saved. Note it is much more common to do this from the Dictation page.

Vision Series RIS Portal User’s Guide Film CHAPTER 11 Film Film Tracking Module – Main Page 11. Proprietary and Confidential 11-13 . Inc.1. Chapter Objectives This chapter will cover the following material: • • • • • • • • Overview Getting Started with Film Tracking Requesting Films Checking Out Films Checking In Films Entering Foreign Films Viewing Film History Running Film Reports AMICAS.

In the film tracking module.1. you can check films in and out. you can display it by clicking the Film tab in the Vision Series RIS window. Vision Series RIS film tracking provides some film reporting functions.2. request films. Accessing the Film Page If you frequently work with films. As you work with the film tracking module. The contents of these menus are built on the administrative side of the application. and display the patient’s films. Getting Started with Film Tracking This section will introduce you to the Vision Series RIS film tracking module. The last step in getting started with film tracking is learning how to select films. Pull lists allow film clerks to pull films for patients scheduled during a specific date range. Inc. search for a patient. The default page is the one that displays after you log into the application. and film check-out reasons. If the Film page is not already visible. You will also use the filtering options to adjust the film display.3. 11. and Vision Series RIS offers a broad scope of film tracking capabilities. delivery methods. your default Vision Series RIS page is probably the Film page. view film history. 11. and process foreign films. An out guide is a report which lists all of a patient’s films with a status of Checked Out. You will find out how to access the module. as shown below: Film Tab AMICAS. Proprietary and Confidential 11-14 . film sites. Overview Film tracking is important to most radiology practices.3. including pull lists and out guides.Vision Series RIS Portal User’s Guide Film 11. you will probably notice that some areas contain drop-down menus containing various user-defined items.

the Selected Patient section populates with information about the patient. Film Tab Details • At the top of the page is the Patient Search field. AMICAS. Understanding the Film Page Before you start working with the Film page.Vision Series RIS Portal User’s Guide Film 11. Inc. Proprietary and Confidential 11-15 . By default. This field allows you to search for and select the patient whose films you want to display. After you select a patient. you should take a moment to become familiar with the layout of the page. and the Film List section lists the patient’s films.2. if any. the Film List section displays a Jacket view of the patient’s films similar to the following: • Film List A film is not listed on the Film page until the technologist has ended the procedure.3.

Note that you do not have to type the entire name or jacket number. but it will help narrow your search. 2. The number in parentheses informs you of how many films the technologist entered when ending the procedure. first name) or jacket number in the Patient Search field.3. The Foreign Film icon indicates that the procedure was entered as a foreign film.Vision Series RIS Portal User’s Guide ○ Film Note that the patient’s films are grouped by jacket. service date. Before you can perform any film tracking tasks. • After you select the film.3. modality. and which films are foreign. and view film history. The Patient Search field in the top left corner of the Film page allows you to begin your search. To select a patient: 1. These options will be discussed later in this chapter. ○ Film Identification ○ From the Film page. The buttons allow you to request films. process foreign films. you can use one of the Action Buttons at the bottom of the page to take action on the item. and within each date of service are the films themselves. which films have been requested. or jacket you want to work with on the Film page. it is easy to tell which films are checked out. This icon informs you that the film requested to be checked out. Within the modalities are dates of service. check out films. you have to select a patient. 11. check in films. Proprietary and Confidential 11-16 . Click on the search button to the right of the Patient Search field (shown below) or press [Enter]. Type all or part of the patient’s name (last name. based on the icon that displays to the left of the particular film: Icon Description The Check Out icon indicates that the item is currently checked out. the page is blank. Each film is identified by the procedure code and description. and by modality (the modalities are listed in alphabetical order). Inc. Patient Search Button AMICAS. The Request icon indicates that the item has been requested. Selecting a Patient When you first access the Film page after logging in.

Click on the CLOSE button to close the window without selecting a patient. Proprietary and Confidential . If the system does not find any matches. similar to the Patient Search field on the Film page. if you are entering a foreign film. • Create a new patient by clicking on the NEW PATIENT button below the search fields (e. you can type the patient’s name or jacket number. Inc.Vision Series RIS Portal User’s Guide Film The Patient Search window opens displaying the search results based on your search criteria. Click on the SEARCH button to generate new search results. and the search results will be listed in the bottom section of the window. you can search again using the options at the top of the window. select an option from the list and enter your search criteria in the field to the right of the drop-down list.g.. If your search returns too many results. as shown below: Patient Search Window • The search criteria you entered will populate the top section of the window. In the Name field. A blank Patient Files window will open so you can enter information about the new patient. you will be prompted to create a new patient. Click on the CLEAR button to clear the search criteria and the search results. 11-17 • • AMICAS. There are also additional search criteria listed in the drop-down box to the right of the Name field that can help you further refine your search: • • Additional Search Criteria If you want to use one of the additional search methods. the patient might not exist in the system).

Select a patient in the Patient Search window by double-clicking on the desired patient’s name or clicking on the desired patient’s name once to highlight it and clicking on the SELECT button.Vision Series RIS Portal User’s Guide Film 3. Filtering Options The application applies the Jacket filter to the film list by default.3. The display fields in the top left corner of the Film page will populate with information about the selected patient. Using the Filtering Options There are three filtering options on the Film page: Jacket.4. 11. and Date of Service (DOS). Proprietary and Confidential 11-18 . the films are organized by three levels. modalities. When you use the Jacket filter. and the patient’s films. as shown below: Jacket View The other levels branch off from the primary level. you can take action on films. click on the Jacket option on the Film page and click on the SEARCH button. and it is aligned with the left margin of the page. and the modalities are listed alphabetically. To use the Jacket filter. will be listed in the lower left section. If the patient has more than one jacket. a. Jacket View In Jacket view. as shown below: Applying the Jacket Filter AMICAS. dates of service. Within the jackets are modalities. and jackets. Inc. if any. Each modality contains dates of service. Modality. The jacket is the primary level. You can also search by Custom Group if one has been created. The Patient Search window closes and the Film page will be visible again. and under each service date are the actual films. you will see more than one group on the Film page.

This is illustrated in the following example: DOS View AMICAS. Proprietary and Confidential 11-19 . you would not be able to check out one individual film – you must check out the entire modality. you will see the films for that date. as shown below: Applying the Modality Filter The Film page will refresh to show the new film list. Note that you can only view films for one service date at a time. Use the list to select a service date and click on the SEARCH button. To apply the Modality filter. Under each date of service. Inc. c. the modalities are the primary level – you will not see any jacket information. Date of Service (DOS) View You can filter the film list by date of service. Modality View When you apply the Modality filter. the drop-down list to the right of the option populates with the patient’s service dates. One modality might contain multiple service dates. This is illustrated in the following example: Modality View It is important to note that you can only take action at the modality level if you use the Modality filter. If you select the Date of Service (DOS) option. If a patient has multiple jackets. For example. studies in the same modality are grouped together. click on the Modality radio button and click on the SEARCH button.Vision Series RIS Portal User’s Guide Film b.

Before you can begin working with the patient’s films. Service Date. the films are listed in the lower left section of the Film page. Click on the Active or Inactive radio buttons and click on the SEARCH button. Proprietary and Confidential 11-20 . 2. you must work with the entire service date. 11. or jacket: 1. In the film tracking module. Inc. Custom Groups are created from the Film tab at the jacket level only. service date. Modality. you can select individual films. service dates. d. modality. Access the Film page and select a patient. or Jacket When you select a patient. or jacket. It allows you to create your own group of films to check out. Custom Groups View You can filter the film by the Custom Groups if they have been created. as shown below: Custom Group View Refer to Subsection 11. They are sorted by Active and Inactive.5.Vision Series RIS Portal User’s Guide Film The Date of Service filter is like the Modality filter in that you cannot take action on individual films. and jackets. AMICAS.2 for information on creating and checking out Custom Groups.5. Selecting a Film. If you filter the film list by service date. modalities.3. you have to let the system know which item you want to process. modality. DOS. The application lists the patient’s films and applies the Jacket filter. as shown below: Applying The Custom Groups Filter The Custom Group(s) is displayed as checked out. To select a film. Click on a film.

Select a patient on the Film page. Requesting Films Occasionally. Completing a film request is very similar to the process of checking out films—you enter the requestor. request date. This is referred to as creating a Custom Group. Clearing the Film Page After you are done working with a patient’s films on the Film page.4.3. 11. you can submit a film request for loaned films. as shown below: Jacket View with the DOS Selected You can select multiple items by pressing <Ctrl> and using the left mouse button.5. reason. To clear the Film page: 1. 11.2 for information on creating and checking out Custom Groups. as shown below: Clear All Button The page refreshes and the fields clear. Proprietary and Confidential 11-21 . By entering the information as you request the item. In the film tracking module. you save time when the films are scheduled to be checked out or finally returned to the film room. Inc. AMICAS. The application lists the patient’s films and applies the Jacket filter. Refer to Subsection 11.6. Click on the CLEAR ALL button at the bottom of the page. 2. you receive requests for films that are checked out. you can check out the item to the requestor with a few clicks. delivery method. you can search for another patient or clear the entire page. and any pertinent notes.Vision Series RIS Portal User’s Guide Film The item in the list is highlighted. Once the films have been checked in or the delivery option has been met. The CLEAR ALL button at the bottom of the Film page refreshes the screen and provides you with a blank Film page.

saves you time when you are ready to check the films out to the requestor. fulfilling the request once films are available and deleting requests.1. If the requested films are marked with a Checked Out icon. The application lists the patient’s films and applies the selected filter. Access the Film page. Modality. search for. The item in the list is highlighted. Completing this information when the films are requested.3. and review through the list of films.3. On the Film page. AMICAS. Even though the films are checked out. you access the Film page. DOS. or Jacket When you receive a request for a patient’s films. modality. the next step is displaying the Request Details page. service date (DOS). search for the patient. and select the delivery method and reason. Displaying the Request Details Page After you select the item you want to request. you have the option to add free form notes. 2. as shown below: Film Page with a Checked Out Item Selected 11. 11. select the item(s) you want to request. indicate the request date. they are currently on loan to someone else. The process of requesting films is almost identical to the process of checking out films. refer to Subsection 11. To select a film. modality.2. You enter the requestor’s information. Proprietary and Confidential 11-22 . Inc. and click on a patient. As always. or jacket you want to request. Selecting a Film.4. you will only be able to select modalities or service dates.Vision Series RIS Portal User’s Guide Film This section contains information about submitting a film request. If you applied the Modality or DOS filter to the film list. Click on the film.4. or jacket: 1. Service Date. you can enter information about the request so that the application identifies the requested films upon their return to the film room. If you are not sure how to search for and select a patient from the Film page. To display the Request Details page: 1.

Click on the Request button. Indicating a Stat Request If the requestor’s need for the item(s) is urgent. AMICAS. film site.4. you can use the Stat Request check box to flag the request as a priority. The Request Details page displays in the right side of the window. Proprietary and Confidential 11-23 . To indicate a Stat Request: 1. If the item was loaned to a RadConnect user. The item(s) you want to request should be highlighted. as shown below: Request Details Page with the Current Location Field Populated 11. 2. Click on an item on the Film page and click on the Request button.3. or referring physician. Inc. The Request Details page displays in the right side of the window. The request item(s) is listed at the top of the Request Details page. the location of the current borrower is displayed in the Current Location field located at the top of the Request Details page. 2. modality or DOS) to select all of the items under the group or select individual films by holding down the [Ctrl] key and clicking on the film records.Vision Series RIS Portal User’s Guide Film You can choose any group heading (jacket. Click on the Stat Request checkbox in the upper right hand corner of the Request Details page. location.

Click on the down arrow to the right of the Requested By field. The Requested By drop-down list opens and displays six options. To enter a referring physician request: 1. The Name search button allows you to select the doctor who wants the films. you are probably already familiar with the process of entering the requestor information. Choosing the Referring Physician option in the Requested By drop-down list indicates that you will search the support table of referring physicians. If you’ve checked out films before.4. Inc. Entering Requestor Information In order to complete a film request. The following three requestor fields are displayed on the Request Details page: • • • Requested By Name Location a. as shown below: Request Details Page with the State Request Checkbox Checked 11. Entering a Referring Physician Request You can process a film request for any doctor in your referring physician file. you need to select the person or entity requesting the item. as shown below: Requested By Drop-Down List AMICAS.Vision Series RIS Portal User’s Guide Film A check displays in the Stat Request checkbox. Proprietary and Confidential 11-24 .4.

6. This is not a case sensitive field. You do not have to type the referring physician’s name in the Name field before clicking on the Name search button. The Name field and Name search button become active. Click on the Referring Physician option. Proprietary and Confidential 11-25 . first name. 3. Type all or part of the referring physician’s name in the format last name. Click in the Name field. Click on the Name search button or press [Enter]. Click on the physician and the SELECT button or double-click on the physician. 4. For example: . The Referring Physician Search window opens and displays a list of referring physicians that match your search criteria.john would result in all “Johns” being displayed. 5. You must type at least two characters of the referring physician’s last name or first name to search. If you are entering the referring physician’s first name you must include a comma before the name. as shown below: Referring Physician Search Window You can search for another referring physician or narrow your search results by entering your search criteria in the Name field in the Referring Physician Search window.Vision Series RIS Portal User’s Guide Film 2. Inc. AMICAS.

Click on the arrow to the right of the Requested By field. Proprietary and Confidential 11-26 .5. b. Click on the Patient option. AMICAS. Choosing the Patient option in the Requested By dropdown list indicates that you will search the support table of patients. Entering a Patient Request Occasionally the patient requests films. as shown below: Request Details for a Referring Physician Go to Subsection 11. The Name search button allows you to select the patient who wants the films. The referring physician’s name is displayed in the Name field.Vision Series RIS Portal User’s Guide Film The application saves your selection.4. Inc. To enter a patient request: 1. as shown below: Requested By Drop-Down List 2. The Requested By drop-down list opens and displays six options. The text in the Location field is grayed out preventing modification. and refreshes the Request Details page. closes the search window.

Vision Series RIS Portal User’s Guide Film The patient’s name is displayed in the Name field. AMICAS. Click on the Staff option. The text is grayed out to avoid modification. Click in the Name field. as shown below: Requested By Drop-Down List 2. 3. first name. Inc. Type all or part of the person’s name in the format last name. The Name field and Name search button become active. The Name search button allows you to select the person who wants the films. Entering a Staff Member Request Choosing the Staff option in the Requested By drop-down list indicates that you will search the support table of staff members. Click on the arrow to the right of the Requested By field. 4. Proprietary and Confidential 11-27 . The Location field is blank.4. The Requested By drop-down list opens and displays six options. c. To enter a staff member request: 1. as shown below: Request Details for a Patient Go to Subsection 11.5.

If you are entering the person’s first name you must include a comma before the name.Vision Series RIS Portal User’s Guide Film You must type at least two characters of the person’s last name or first name to search. The Staff Search window opens and displays a list of staff members that match your search criteria.john would result in all “Johns” being displayed. AMICAS. Click on the staff member and the SELECT button or double-click on the staff member. Click on the Name search button or press [Enter]. 6. Proprietary and Confidential 11-28 . For example: . as shown below: Staff Search Window You can search for another referring physician or narrow your search results by entering your search criteria in the Name field in the Staff Search window. Inc. This is not a case sensitive field. 5.

as shown below: Requested By Drop-Down List 2. AMICAS. closes the search window. The staff member’s default location is displayed in the Location field. Inc.Vision Series RIS Portal User’s Guide Film The application saves your selection. To enter a guarantor request: 1. The staff member’s name is displayed in the Name field. This feature is useful when the requestor of the films is the parent or guardian of a minor. d.4. as shown below: Request Details for a Staff Member Go to Subsection 11. Click on the arrow to the right of the Requested By field. The Requested By drop-down list opens and displays six options. Click on the Guarantor option. Proprietary and Confidential 11-29 . or when the requestor is the patient’s attorney. Entering a Guarantor Request In the film tracking module. The Name field and Name search button become active.5. and refreshes the Request Details page. you have the ability to process a film request for any of a patient’s guarantors. 3. Click on the Name search button. This field can be modified if the user is at a different site than the default location.

You can only search for guarantors that are linked to the selected patient’s file. AMICAS. Inc. The guarantor’s name is displayed in the Name field and the Location field is blank. closes the search window.5. Click on the guarantor and the SELECT button or double-click on the guarantor.Vision Series RIS Portal User’s Guide Film The Guarantor Search window opens and displays a list of guarantors associated with this patient’s record. as shown below: Request Details for a Guarantor Go to Subsection 11. 4.4. you cannot search for any guarantor in the system. Proprietary and Confidential 11-30 . and refreshes the Request Details page. The application saves your selection. as shown below: Guarantor Search Window Although there are search fields at the top of this window.

Click in the Location field. The Location field and Location search button become active. Proprietary and Confidential 11-31 . 5. To enter a location request: 1. as shown below: Requested By Drop-Down List 2. Click on the Location search button or press [Enter]. 4. The Requested By drop-down list opens and displays six options. Leave the Location field empty to search for all locations. 3. Inc. Entering a Location Request The Location option in the Requested By drop-down list allows you to enter a Vision Series RIS location as the requestor. You do not have to type the location name in the Location field before clicking on the Location search button.Vision Series RIS Portal User’s Guide Film e. Click on the arrow to the right of the Requested By field. as shown below: Location Search Window AMICAS. Type all or part of the location name. The Location Search window containing a list of Vision Series RIS locations matching your criteria is displayed. Click on the Location option.

Click on the location and the SELECT button or double-click on the location. In the film tracking module. The location’s name is automatically inserted into the Location field and the Name field is blank. The application saves your selection. For example. contact your system administrator. you can process a film request for any entity that is considered a film site. When checking out films to a location. Proprietary and Confidential 11-32 . Inc. and refreshes the Checkout Details page. Film sites are created in a support table on the administrative side of the application. refer to the Vision Series RIS Admin User’s Guide. To enter a film site request: 1.4. 6. For more information on creating film sites. closes the search window. you might loan films to a department of a local hospital or another imaging facility. f. AMICAS. you can only select a location that has been linked to your username. If you think a location has been mistakenly omitted from your profile.5. Click on the arrow to the right of the Requested By field. You can search for another location or narrow your search results by entering your search criteria in the Name field in the Location Search window. all users are granted access to a specific set of locations in their user profile. as shown below: Request Details for a Location Go to Subsection 11. Entering a Film Site Request A film site is any location (other than a Vision Series RIS location) that frequently receives films from your film room.Vision Series RIS Portal User’s Guide Film In Vision Series RIS.

The Film Site Search window opens and displays a list of locations that match your search criteria. as shown below: Film Site Search Window AMICAS. The Location field and Location search button become active. Type all or part of the film site’s name. Leave the Location field empty to search for all locations. Click on the Location search button or press [Enter].Vision Series RIS Portal User’s Guide Film The Requested By drop-down list opens and displays six options. Proprietary and Confidential 11-33 . Inc. as shown below: Requested By Drop-Down List 2. 4. Click in the Location field. 3. You do not have to type the film site’s name in the Location field before clicking on the Location search button. 5. Click on the Film Site option.

5. closes the search window. 11. To enter a request date: 1. Date of Return when requesting films. as shown below: Request Details for a Film Site Go to the next subsection. located directly below the requestor fields. allows you to enter the date that films were requested. 6. type the correct date or click the Calendar button to select a date AMICAS. This field defaults to today’s date. Click on the film site and the SELECT button or double-click on the film site. and refreshes the Request Details page. If the date is inaccurate. Inc. 2. The application saves your selection. you do not enter the Est. Proprietary and Confidential 11-34 . Unlike the check out process. The Name field is blank and the location’s name is automatically inserted in the Location field.4.Vision Series RIS Portal User’s Guide Film You can search for another location or narrow your search results by entering your search criteria in the Name field in the Location Search window. Verify that the correct date is in the Requested Date field. Entering a Request Date The Requested Date field.

you need to indicate both why the films were requested and how the films will be sent. Entering a Delivery Method and Reason When you request an item in the film tracking module. When the films have been returned and you fulfill the request.Vision Series RIS Portal User’s Guide Film When the new date is entered or selected. Both drop-down lists default to the first option in the list. it will populate the Requested Date field. To specify a delivery method and reason: 1. Proprietary and Confidential 11-35 . as shown below: Request Details for a Requested Date Go to the next subsection. you cannot edit the delivery method and reason. there are two drop-down lists that allow you to enter this information: Delivery Method and Reason. On the Request Details page. It is important to collect the information when you process the request. Inc. as shown below: Delivery Method Field Drop-Down List AMICAS.6. 11. The Delivery Method drop-down list opens and displays all the options for sending films.4. Click on the arrow to the right of the Delivery Method field.

as shown below: Reason Field Drop-Down List 4. You may also want to add your initials to the note so others know who added it. The Notes field is optional. Type the note. Adding a Note When requesting films.Vision Series RIS Portal User’s Guide Film 2. You might use this space to provide additional information concerning the request reason or maybe to explain why you flagged the request as stat. Click on the option that describes the way the films will be acquired by the recipient. 2. Click on the down arrow to the right of the Reason field. 11. The application closes the list and highlights the reason. Go to the next subsection. The application closes the list and highlights the delivery method.7. you can enter comments about the event using the free form Notes field. The Reason drop-down list opens and displays the reasons for checking out films.4. After the films have been returned to the film room. AMICAS. 3. Proprietary and Confidential 11-36 . Click in the Notes field. Click on the option that describes why the requestor is borrowing the films. Inc. the individual who fulfills the request will see any notes you enter in the Notes field. To add a note: 1.

After you submit the request by performing the steps in Subsection 11. Go to the next subsection. • • If the information is accurate. edit the field(s) and continue to Step 2. and freeform notes (if applicable).8 . If the information is inaccurate. Click on the COMPLETE button.4. reason. request date. Inc.Vision Series RIS Portal User’s Guide Film The text displays in the Notes field. Verify that the information on the Request Details page is accurate. 2. as shown below: Note Added With Today's Date 11. You cannot edit or delete a note. the note is added with today’s date displayed to the left of the note. click in the inaccurate field(s). you are ready to complete the film request process. continue to Step 2. as shown below: Text in the Notes Field There is a 256 character limit for the Notes field. Submitting a Request After you enter the recipient.4. Proprietary and Confidential 11-37 .8. To submit a request: 1. delivery method. AMICAS.

AMICAS. Click on the item to be checked out. The patient’s films are listed. Inc. If you applied the Modality or DOS filter to the film list.3. Proprietary and Confidential 11-38 . Selecting a Requested Item There are various ways to determine there is an outstanding request on a patient’s films. or you could be working with a patient’s films and notice there is a request waiting to be fulfilled. the application flags the item with the Request icon to indicate an outstanding request. If an item is currently in the film room and has an outstanding request. Access the Film page and search for the patient with an outstanding film request. 2. 11. Once the requested item has a status of In or Checked In. Fulfilling a Request After processing a film request. To select a requested item: 1.9.Vision Series RIS Portal User’s Guide Film The application refreshes the Film page. refer to Subsection 11. If you are not sure how to search for and select a patient from the Film page. The right side of the page displays a message reading: “Your action has been successfully completed.4. a Request icon will be displayed to the left of the item. you cannot fulfill the request until the films have been returned to the film room and checked in to the film tracking module. a.” as shown below: Film List with Requested Items The item you selected in the film list will be flagged with an orange Request icon once the checked out film has been returned. You could check in the film and notice the Checked Out icon changing to a Request icon.3. you will only be able to select modalities or service dates.

You must display the film history to work with an outstanding request. You can see all the events associated with an item using the Film History button on the Film page. as shown below: Film History Section Displaying the Requested Item AMICAS. you can only select one item at a time. Displaying the Film History Film history tracks all actions taken on an item. The Film History page displays on the right side of the Film page. Inc. To display the film history: 1. Click on the Film History button. The Event Type of the item is Requested.Vision Series RIS Portal User’s Guide Film The item is highlighted. and at the top of the section is a list of the events associated with the item you selected in the film list. Proprietary and Confidential 11-39 . b. Click on a request on the Film page. as shown below: Film Details Listing a Selected Requested Item Because requested films are checked out through the film history. 2. The line item may be bold and highlighted yellow if the film request was urgent (stat).

The Film History section displays on the right side of the screen. Inc. AMICAS.Vision Series RIS Portal User’s Guide Film c. To select an event: 1. you need to select the Requested event at the top of the Film History section. and the events are listed at the top of the page. see Subsection11. For more information on deleting a film.4.d. The Notes field displays any film request comments. as shown below: Film History Section Displaying the Requested Item's Details You cannot edit the film request information. d. 2. Click on the most recent event date that has an Event Type of Requested.9. Click on the requested event in the Film History section. If any of the data is incorrect. you are ready to check out the requested item. Selecting an Event Before you can check out the item to the requestor. Checking Out an Item After the event is selected. Proprietary and Confidential 11-40 . The event details display in the bottom section of the Film History section. delete the film request and manually check out the item. To check out an item: 1. Display the film history for a requested item. The line is highlighted blue and the bottom part of the Film History section displays the information that was entered when the item was requested.

4. To select a requested item: 1. The patient’s films are displayed. refer to Subsection 11. as shown below: Successful Item Check Out 11. If the item is still on loan and has an outstanding request. the Checked Out icon displays next to the item. The application uses the film request information already stored in film history to complete the check out process. If an item is currently in the film room and has an outstanding request. Deleting a Request This subsection details how to delete a request from the event listing on the Film History section of the Film page using the Delete Request button. Proprietary and Confidential 11-41 .10.Vision Series RIS Portal User’s Guide Film You can add a note about the request before you check out the item. 2. For more information about adding a note. Selecting a Requested Item You can delete a request from an item while it is still checked out or after it is checked in. Inc. The Film page refreshes. The right side of the Film page displays a message letting you know your action was successfully completed. Click on the film request item you want to delete. Access the Film page and search for a patient who has an outstanding film request. Click on the Fulfill Checkout link.4. a. 2.7. AMICAS. you will see a Request icon to the left of the item. and a Checked Out icon displays to the left of the item you selected. You may need to manually delete a request after encountering a duplicate request or the requestor might no longer needs the films.

and at the top of the section is a list of the events associated with the item you selected in the film list. Click on a requested item on the Film page.Vision Series RIS Portal User’s Guide Film The item is highlighted. Proprietary and Confidential 11-42 . Inc. The Film History page displays on the right side of the Film page. Click on the Film History button. The line item may be bold and highlighted yellow if the film request was urgent (stat). The Event Type of the line item is Requested. Displaying the Film History The film history tracks all actions taken on an item. as shown below: Film Page with a Requested Item Selected b. All the events associated with an item are displayed on the Film page by using the Film History button. 2. as shown below: Film History Page Displaying Requested Items AMICAS. You must display the film history to work with an outstanding request. To display the film history: 1.

as shown below: Film History Section Displaying the Requested Item's Details d. The application deletes the request without prompting you for confirmation. The event is highlighted and its details are displayed in the bottom section of the page.Vision Series RIS Portal User’s Guide Film c. The Film History section displays on the right side of the screen. The line is highlighted in blue and the Film History section displays requested item’s details. Click on the request you want to delete. Inc. To select an event: 1. Click on the Delete Request link. The application removes the Request icon from the selected item. Proprietary and Confidential 11-43 . 2. To delete a request: 1. you are ready to remove it from the film history. The item is deleted from the Film History section and the Film page refreshes. AMICAS. and the events are listed at the top of the page. Deleting a Request After a request is selected. Access the Film History section and click on the request you want to delete. Selecting an Event Before you can remove the request. 2. Display the film history for a requested item. Ensure you select the correct request. you need to select the Requested event at the top of the Film History page.

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Film

11.5. Checking Out Films
The film tracking module was designed to make the process of checking out films both flexible and efficient. You can check out either films, dates of service, modalities, or jackets. In the film tracking module, you can check out films to a wide variety of individuals, including the patient, referring physicians, locations, guarantors, film sites, and other RadConnect users. You can also type free form notes as you check out films.

11.5.1. Selecting a Film, Service Date, Modality, or Jacket
Just like any other task you would initiate on the Film page, the check out process begins with selecting a patient. After you display the patient’s films, you must indicate which item you want to check out.

To select a film, DOS, modality, or Jacket:
1. Access the Film page and click on a patient. The application lists the patient’s films and applies the jacket filter. You can use the Modality or Date of Service options to filter the list, as well. For more information about how to search for and select a patient from the Film page, refer to Subsection 11.3.3. For more information about applying filters to the patient’s list of films, refer to Subsection 11.3.4. 2. Click on the film, DOS, modality, or jacket you want to check out. You can hold down the [Ctrl] key while clicking on multiple films, DOS, modalities, and jackets to check out more than one item. This is referred to as a Custom Group. Refer to Section 11.5.2 for more information on Custom Groups.

11.5.2. Creating and Checking Out Custom Groups
Custom Groups are created from the Film tab at the jacket level only. It allows you to create your own group of films to check out.

To create a custom group:
1. Access the Film page and click on a patient. The application lists the patient’s films and applies the jacket filter. For more information about how to search for and select a patient from the Film page, refer to Subsection 11.3.3. For more information about applying filters to the patient’s list of films, refer to Subsection 11.3.4.

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2. Hold down the [Ctrl] key while clicking on multiple films, DOS, modalities, and jackets to check out more than one item and click on the Checkout button, as shown below:

Selecting Multiple Modalities - Custom Group

The Checkout Details display on the right side of the Film page, as shown below:

Checkout Details - Custom Group

3. Click in the Custom Group Name field and type the custom group name, as shown below:

Custom Group Name Field

4. Perform the steps in Subsection 11.5.4 to fill in the recipient information. After you have filled in the recipient information and clicked on the COMPLETE button, all films within those modalities will have the checked out icon to the left of them.
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11.5.3. Displaying the Check Out Details Page
After selecting the item you want to check out, the next step is displaying the Checkout Details page to begin the check out process.

To display the check out details page:
1. Click on the item you want to check out from the Film page. The item in the list is highlighted. You can hold down the [Ctrl] key while clicking on multiple films, DOS, modalities, and jackets to check out more than one item (Jacket level only). 2. Click on the Checkout button. The Checkout Details page displays in the right side of the window. The Checkout button remains active to indicate that you are in the process of checking out films. The item you selected for check out is displayed at the top of the Checkout Details page and the Status of the item(s) is/are In, as shown below:

Checkout Details

11.5.4. Entering Recipient Information
Perhaps the most important piece of information you enter when checking out films is the name of the recipient. On the Checkout Details page, there are three fields that indicate the recipient: Requested By, Name, and Location. The Requested By drop-drop down list allows you to select the type of individual who will receive the films. Your selection in this drop-down list dictates whether you will use the Name search button or Location search button to select the individual.

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The Name and Location options are not active until an item is selected from the Requested By list. This chapter describes how to check out films to all six types of requestors: 1. 2. 3. 4. 5. 6. Referring Physician Patient Staff Guarantor Location Film Site

a. Checking Out a Film to a Referring Physician
You can check out films to any doctor in your referring physician file. Choosing the Referring Physician option in the Requested By drop-down list indicates that you want to search the support table of referring physicians. The search button to the right of the Name field allows you to select the doctor who will receive the films.

To check out films to a referring physician:
1. Click on the arrow to the right of the Requested By field. The Requested By drop-down list opens and displays six options, as shown below:

Requested By Drop-Down List

2. Click on the Referring Physician option. The Name field and the search button to its right become active. 3. Click in the Name field. 4. Type the referring physician’s name in the format last name, first name. You must type at least two characters of the referring physician’s last name or first name to search. If you are entering the referring physician’s first name you must include a comma before the name. For example: ,john would result in all “Johns” being displayed. This is not a case sensitive field. 5. Click on the search button to the right of the Name field (see below) or press [Enter].

Name Search Button

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The Referring Physician Search window opens and displays a list of physicians that match your search criteria, as shown below:

Referring Physican Search

You can search for another referring physician or narrow your search results by entering your search criteria in the Name field in the Referring Physician Search window. 6. Click on the physician and the SELECT button or double-click on the physician. The application saves your selection, closes the search window, and refreshes the Checkout Details page. The following information is automatically inserted (see the following figure): • • the referring physician’s name in the Name field the physician’s practice name in the Location field (this is grayed out because it cannot be modified)

Checkout Details After a Physician is Selected

Go to Subsection 11.5.5.

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b. Checking Out a Film to a Patient
Occasionally you might need to check out films to the patient. The Patient option in the Requested By field makes this task quick and simple.

To check out films to a patient:
1. Click on the arrow to the right of the Requested By field. The Requested By drop-down list opens and displays six options, as shown below:

Requested By Drop-Down List

2. Click on the Patient option. The name of the patient is automatically inserted in the Name field. The text is grayed out because it cannot be modified. The Location field is blank, as shown below:

Checkout Details After a Patient is Selected

Go to Subsection 11.5.5.

c. Checking Out a Film to a RadConnect User
Any Vision Series RIS user can be selected as a recipient when checking out films.

To check out films to a RadConnect user:
1. Click on the arrow to the right of the Requested By field.

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The Requested By drop-down list opens and displays six options, as shown below:

Requested By Drop-Down List

2. Click on the Staff option. The Name field and the search button to its right become active. 3. Click in the Name field. 4. Type all or part of the person’s name in the format last name, first name. You must type at least two characters of the person’s last name or first name to search. If you are entering the person’s first name you must include a comma before the name. For example: ,john would result in all “Johns” being displayed. This is not a case sensitive field. 5. Click on the search button to the right of the Name field (shown below) or press [Enter].

Name Search Button

The Staff Search window opens and displays a list of Vision Series RIS users that match your search criteria, as shown below:

Staff Search
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You can search for another Vision Series RIS user or narrow your search results by entering your search criteria in the Name field in the Staff Search window. 6. Click on the Vision Series RIS user and click on the SELECT button or double-click on the Vision Series RIS user. The application saves your selection, closes the search window, and refreshes the Checkout Details page. The following information is automatically inserted (see the following figure): • • the RadConnect user’s name in the Name field the user’s default location in the Location field (this can be modified if the user is at a different site than that listed)

Checkout Details After a RadConnect User is Selected

For more information on how to search for and select a location using the search button to the right of the Location field, refer to paragraph 11.5.4.e below. Go to Subsection 11.5.5.

d. Checking Out a Film to the Guarantor
In the film tracking module, you have the ability to check out films to any of a patient’s guarantors. This feature might be useful if the recipient of the films is the parent or guardian of a minor, or the patient’s attorney.

To check out films to the guarantor:
1. Click on the arrow to the Requested By field. The Requested By drop-down list opens and displays six options, as show below:

Requested By Drop-Down List

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The Name field and the search button to its right become active. you cannot search for any guarantor in the system. 3. Inc. 4. Proprietary and Confidential 11-52 . You can only search for guarantors that are linked to the selected patient’s file. AMICAS.Vision Series RIS Portal User’s Guide Film 2. as shown below: Guarantor Search Although there are search fields at the top of this window. Name Search Button The Guarantor Search window displays. You do not have to type the guarantor’s name in the Name field before clicking on the Name search button. Click on the guarantor and the SELECT button or double-click on the guarantor. Guarantors associated with the patient’s record are automatically displayed. Click on the search button to the right of the Name field (see below) or press [Enter]. Click on the Guarantor option.

e. as shown below: Requested By Drop-Down List 2. Click on the Location option. as shown below: Search Details After a Guarantor is Selected Go to Subsection 11. AMICAS. Type all or part of the location name. Click in the Location field. Check Out a Film to a Location The Location option in the Requested By drop-down list allows you to check out films to a Vision Series RIS location. Inc.5. The Requested By drop-down list opens and displays six options. 3.5. closes the search window. The guarantor’s name is automatically inserted into the Name field and the Location field is blank. To check out films to a location: 1. The Location field and the search button to its right become active. Click on the arrow to the right of the Requested By field. 4. Proprietary and Confidential 11-53 . and refreshes the Checkout Details page.Vision Series RIS Portal User’s Guide Film The application saves your selection.

Click on the search button to the right of the Location field (see below) or press [Enter]. AMICAS. You can search for another location or narrow your search results by entering your search criteria in the Name field in the Location Search window. 6. When checking out films to a location. you can only select a location that has been linked to your username. 5. Location Search Field The Location Search window containing a list of Vision Series RIS locations matching your criteria is displayed. If you think a location has been mistakenly omitted from your profile. all users are granted access to a specific set of locations in their user profile. You can leave the Location field empty to search for all of your locations. as shown below: Location Search In Vision Series RIS.Vision Series RIS Portal User’s Guide Film You do not have to type the Location name in the Location field before clicking on the Location search button. Proprietary and Confidential 11-54 . Inc. Click on the location and the SELECT button or double-click on the location. contact your system administrator.

as shown below: Search Details After the Location is Selected Go to Subsection 11. f. you can check out films to any entity that is considered a film site. For more information on creating film sites. 3. Film sites are created in a support table on the administrative side of the application. Inc. you might loan films to a department of a local hospital or another imaging facility.5.Vision Series RIS Portal User’s Guide Film The application saves your selection. as shown below: Requested By Drop-Down List 2. Click on the Film Site option. In the film tracking module. The Requested By drop-down list opens and displays six options.5. AMICAS. Checking Out a Film to a Film Site A film site is any location (other than a Vision Series RIS location) that frequently receives films from your film room. Proprietary and Confidential 11-55 . refer to the Vision Series RIS Admin User’s Guide. and refreshes the Checkout Details page. closes the search window. To check out films to a film site: 1. The location’s name is automatically inserted into the Location field and the Name field is blank. Click in the Location field. Click on the arrow to the right of the Requested By field. The Location field and Location search button become active. For example.

Location Search Button The Film Site Search window containing a list of film sites matching your criteria displays. Inc. 5.Vision Series RIS Portal User’s Guide Film 4. You can search for another film site or narrow your search results by entering your search criteria in the Name field in the Film Site Search window. Proprietary and Confidential 11-56 . Click on the film site and the SELECT button or double-click on the film site. AMICAS. Type all or part of the film site’s name. Click on the search button to the right of the Location field (see below) or press [Enter]. click on the Search button in the Film Site Search window. To display a list of all film sites. as shown below: Film Site Search Window 6.

5. closes the search window. Both of these dates can be modified. Requested Date and Est. Date of Return field.5. Proprietary and Confidential 11-57 . refer to the Vision Series RIS Admin User’s Guide. Date of Return field are located directly below the recipient fields. The Requested Date field and the Est. Date of Return field is calculated automatically using a film tracking system property. Entering a Requested and Return Date After the recipient of the films is selected. Inc.Vision Series RIS Portal User’s Guide Film The application saves your selection. as shown below: Search Details After the Location is Selected Go to Subsection 11. and refreshes the Checkout Details page. The Requested Date field defaults to the current date. The default date in the Est.5.5. Date of Return Fields AMICAS. you can type the date the films were loaned and the date you expect the films to be returned. The film site’s name is automatically inserted into the Location field and the Name field is blank. as shown below: To modify the film tracking system property used to calculate the Est. 11.

The Delivery Method drop-down list opens and displays all the options for sending films. click in the field and type the correct date in the mm/dd/yyyy format. Click on the down arrow in the Reason field. or else click on the calendar button to select a date. as shown below: Delivery Method Field Drop-Down List 2. If the date is inaccurate. click in the field and type the correct date. Date of Return field. If the date is inaccurate. Verify that the correct date is in the Est. On the Checkout Details page. Click on the option that describes the way the films will be acquired by the recipient. there are two drop-down lists that allow you to enter this information: Delivery Method and Reason. as shown below: Delivery Method and Reason Fields To specify the delivery method and reason: 1.6. Entering a Delivery Method and Reason If you check out an item in the film tracking module.5. Both drop-down lists default to the first option in the list. The application closes the list and highlights the delivery method. Inc. Verify that the correct date is in the Requested Date field. 11. The method and reason are recorded in the film history for the item you are loaning. 2. 3. Proprietary and Confidential 11-58 . it is essential to indicate both why and how the films were sent.Vision Series RIS Portal User’s Guide Film To indicate the requested and return dates: 1. AMICAS. Click on the arrow to the right of the Delivery Method field.

The Notes field is optional. hospital floor. 2. Adding a Note When checking out films. Click in the Notes field. You may also want to add your initials to the note so others know who added it. as shown below: Text in the Notes Field AMICAS. To add a note: 1. Inc. Proprietary and Confidential 11-59 .5.7. you can enter additional information about the event using the free form Notes field. or alternate phone number. Click on the option that describes why the requestor is borrowing the films. Type the note. This space can be used to type any additional information that other listed fields do not contain such as a tracking number. The text displays in the Notes field. as shown below: Reason Field Drop-Down List 4. The application closes the list and highlights the reason.Vision Series RIS Portal User’s Guide Film The Reason drop-down list opens and displays the reasons for checking out films. 11.

the note is added with today’s date displayed to the left of it.Vision Series RIS Portal User’s Guide Film There is a 256 character limit for the Notes field. estimated date of return. This is an indication that your system is set up to automatically generate an out guide when films are checked out. Verify that the information on the Checkout Details page is accurate. the system might quickly display a print window. edit the field(s). To check out a film: 1. • • If the information is accurate.9. Checking Out the Films After entering the recipient. If the information is inaccurate. AMICAS. Proprietary and Confidential 11-60 .5. Click on the COMPLETE button. see Subsection 11. delivery method. The application refreshes the Film page. click in the inaccurate field(s).8 . request date.1. continue to Step 2. you are ready to complete the check out process.” as shown below: Film List with Checked Out Items When you click on the COMPLETE button. The item you selected in the film list is flagged with a red Checked Out icon. You cannot edit or delete a note. and notes (if applicable). and the right side of the page displays a message reading: “Your action has been successfully completed. After you check out the film performing the steps in Subsection 11. reason.8. as shown below: Note Added With Today's Date 11. Inc.5. For more information on generating an out guide. 2.

or Jacket The check in process begins in the same way as the check out process: you access the Film page. 2. 11. you log the information in Vision Series RIS to ensure accuracy of your film tracking records.1. refer to the instructions in Subsection 11.6. If you are not sure how to search for and select a patient from the Film page.Vision Series RIS Portal User’s Guide Film 11. Inc. The application lists the patient’s films and applies the selected filter. Selecting a Film. To select a film. modality or jacket you want to check in. Checking In Films When borrowed films are returned to your film room. and click on a patient. search for. modality. If you applied the Modality or DOS filter to the film list. DOS. service date (DOS). as shown below: Film Page with a Modality Selected You can only check in one item at a time. or jacket: 1.3. and select the item you want to check in.6. Modality.3. Proprietary and Confidential 11-61 . The item in the list is highlighted. Service Date. Access the Film page. AMICAS. search for a patient. Click on the film. you will only be able to select modalities or service dates.

Proprietary and Confidential 11-62 . location. The default location tied to your username is displayed in the Checkin Location field. 3. AMICAS. 2. If the item was loaned to a RadConnect user. Click on the item displayed in the top section of the window. as shown below: Check In Page Only items with an Out status may be checked in. The item you checked in is displayed in the top section of the Check In page and the item’s status is Out. The item in the list is highlighted. Click on the item you want to check in on the Film page.6. or referring physician.Vision Series RIS Portal User’s Guide Film 11. The current date is displayed in the Return Date field. The Check In page displays in the right side of the window. Click on the Checkin button. you are ready to start the check in process by opening the Check In page. The Checkin button remains active to indicate you are in the process of checking in films. Displaying the Check In Page After an item is selected. the location of the recipient is displayed in the Current Location field. film site. To display the Check In page: 1. Inc.2.

if the return date is incorrect. 2. The Notes field is optional. however. Similarly. Inc.3. Entering a Return Date When you check an item in. you can type free form comments about the event.Vision Series RIS Portal User’s Guide Film The application highlights the item. Click in the Notes field. This information is pulled from the last event in film history. as shown below: Check In Page 11. To enter a return date: 1. The field can be edited. AMICAS. The text in these fields is grayed out to avoid modification. If the date is inaccurate. 11. Verify that the date is in the Return Date field is accurate. You may also want to add your initials to the note so others know who added it. Adding a Note When you check out an item. To add a note: 1. Proprietary and Confidential 11-63 . Type the note. the Return Date field on the Check In page defaults to the current date. and Checkout Date fields.6.6. 2. you can add notes when an item is returned to the film room using the Notes field on the Check In page. type the correct date or click on the calendar button to select a date. Data is displayed in the Requested By.4. and it is rare that you would need to change the date. Name.

Click on the COMPLETE button. as shown below: Text in the Notes Field There is a 256 character limit for the Notes field. Proprietary and Confidential 11-64 .5. • • If the information is accurate. Only items with a Checked Out or Out status may be checked in. After you check out the film performing the steps in Subsection 11. Checking In an Item After completing each field and typing in your notes.8 . To check in an item: 1. as shown below: Note Added With Today's Date 11. You cannot edit or delete a note. Verify that the information on the Check In page is accurate. 2. you are ready to check in the item.5. AMICAS. the note is added with today’s date displayed to the left of it. continue to Step 2.6. Inc. click in the inaccurate field(s) and edit the field(s). If the information is inaccurate.Vision Series RIS Portal User’s Guide Film The text displays in the Notes field.

Vision Series RIS Portal User’s Guide Film The application refreshes the Film page. 2. The checked out icon is removed from the item you checked in. Proprietary and Confidential 11-65 .6. and the right side of the page displays a message reading: “Your action has been successfully completed. Access the Film page and click on a patient. refer to Subsection 11.” as shown below: Checked In Item 11. Click on the active radio button to the right of the Custom Group field and click on the SEARCH button.3. The application lists the patient’s films and applies the jacket filter.6. For more information about how to search for and select a patient from the Film page. as shown below: Searching for Active Custom Groups AMICAS. Inc.3. Checking In Custom Groups To check in a custom group: 1.

Vision Series RIS Portal User’s Guide Film All active custom groups display. as shown below: Active Custom Groups Search Results 3. Proprietary and Confidential 11-66 . Inc. Click on the group you want to check in and click on the Checkin button. as shown below: Custom Group Checkin AMICAS.

7. as shown below: Custom Group Check In Page 4. Inc. Selecting an Existing Patient Selecting a patient is a quick task if the patient already exists in your database. Reading outside films for other groups. a. AMICAS.Vision Series RIS Portal User’s Guide Film The Check In page displays on the right side of the Film page. To select an existing patient: 1. 11. In the film tracking module. The message “Your action has been successfully completed” displays. You cannot edit demographic or policy data when selecting patients from the Film page. Selecting a Patient You can log a foreign film for both new and existing patients. you can enter foreign films so they can be easily identified by Vision Series RIS users. Access the Film page and click in the Patient Search field. Entering Foreign Films The following are some reasons why radiology practices accept foreign films: • • Receiving films from another provider for comparison studies. Proprietary and Confidential 11-67 . 11.7.1. Click on the COMPLETE button at the bottom of the page.

These options (see the following figure) can help you further refine your search. Refer to Subsection 11. This is not a case sensitive field. If you are entering the patient’s first name you must include a comma before the name.Vision Series RIS Portal User’s Guide Film 2. you will be prompted to create a new patient. Type the patient’s name (in the format last name. as shown below. Click on the Patient Search button or press [Enter]. Inc. first name) or jacket number in the Patient Search field. The Patient Search window opens and displays a patient(s) that match your search criteria. 3. There are also additional search criteria listed in the drop-down list in the Patient Search window.7.b for more information on creating a new patient. You must type at least two characters of the patient’s last name or first name to search.1.john would result in all “Johns” being displayed. For example: . You can narrow your search results by entering your search criteria in the Name field in the Patient Search window. Proprietary and Confidential 11-68 . Patient Search Drop-Down List to Refine Search Results AMICAS. as seen below: Patient Search If the system does not find any matches.

first name) or jacket number in the Patient Search field. 2. Search results are displayed. Create a New Patient Prompt AMICAS. Creating a New Patient If a film is used to process outside read patients.john would result in all “Johns” being displayed. This is not a case sensitive field. Access the Film page and click in the Patient Search field.Vision Series RIS Portal User’s Guide Film 4. you would need the ability to create a new patient in the film tracking module. Click on the Patient Search button or press [Enter]. Click on the patient’s name and the SELECT button or double-click on the patient’s name. One of the following results occurs: • • A window displays prompting you to create a new patient (see the following figure). For example: . 3. The Patient Search window is closed. as shown below: Film Page Displaying the Patient's Information and Films b. Type the patient’s name (in the format last name. If you are entering the patient’s first name you must include a comma before the name. Proprietary and Confidential 11-69 . the Film page displays the selected patient’s information in the upper left side of the screen. To create a new patient: 1. but the patient is not listed. Inc. You must type at least two characters of the patient’s last name or first name to search. and the patient’s films are displayed in the lower left side of the screen.

5. but the patient is not listed.Vision Series RIS Portal User’s Guide Film If a match is not found. Proprietary and Confidential 11-70 . as shown below: Demographics Window The Demographics page may have a Collections Balance field. Type all required information in the Demographics page fields and click on the COMPLETE button. 4. Perform one of the following steps based upon the above results: • • If no match was found and a window prompted you to create a new patient. The Patient Files window opens and displays the Demographics page. the application uses your search criteria to populate the First Name and Last Name fields. All other fields in the Patient Files window are blank. A jacket number will not be assigned until the foreign film is submitted. This field is dependant upon the User Roles on the Admin side of the application. If search results were displayed. you can search again using one of the additional search criteria options before creating a new patient. click on the OK button. Inc. AMICAS. Using multiple search criteria will help prevent duplicate patient records. If you performed a name search. click on the NEW PATIENT button in the Patient Search window. Please contact your administrator for more information.

To display the Foreign Film page: 1. New patients will not have any films. If you are unsure of how much information to enter in the Demographic page. so the message “No films are found” displays in the film list section of the Film page. The amount of patient data necessary to process a foreign film varies by client. AMICAS.2. 11. Displaying the Foreign Film Page After you select a patient on the Film page. you are ready to open the Foreign Film page so you can start entering information about the foreign film. the Film page refreshes. as shown below: Film Page with the New Patient's Data The required fields for entering a foreign film patient are the same required fields as defined in the scheduling module for your default location.Vision Series RIS Portal User’s Guide Film The Demographics page and the Patient Search window close. contact one of your system administrators. The patient’s record has no transactions. 2. Access the Film page and click on a patient. Click on the Foreign Film button. Proprietary and Confidential 11-71 . The application lists the patient’s films and applies the Jacket filter. Inc.7. and the new patient’s data displays in the fields in the upper left-hand corner of the screen.

A drop-down list of Vision Series RIS locations opens. Entering a Location When you submit a foreign film. you may want to enter the location where the patient will be seen. Access the Foreign Film page. The drop-down list displays your default location. 2. as shown below: Location Field Drop-Down List AMICAS.Vision Series RIS Portal User’s Guide Film The Foreign Film page displays in the right pane of the window. The Jacket field populates with a number only if the selected patient has a jacket number. For example. Click on the arrow to the right of the Location field. 11.3. Proprietary and Confidential 11-72 . Inc.7. if the foreign films will be used for comparison on an upcoming appointment. as shown below: Foreign Film Page Clicking on the CLEAR button will clear all fields on the Foreign Film page. Typically you enter the location that received the film. you would enter where the patient will be seen. If your film room receives the foreign film and that facility is separate from your other locations. it must be associated with one of your Vision Series RIS locations. and the system calculates the return date based on a system setting. The # of Films field defaults to 1. To enter a location: 1.

7. The application automatically calculates the return date based on a system setting. Click on the location that is receiving the foreign film. you can only select a location that has been linked to your username.4. or else click on the calendar button to select the Date of Service from the pop-up calendar window. When checking out films to a location. You might see the return date change after you select a different location. 11. or else click on the calendar button to select the Return Date from the pop-up calendar window. 2. all users are granted access to a specific set of locations in their user profile. In Vision Series RIS. Proprietary and Confidential 11-73 . How you populate this field depends upon your practice. If you think a location has been mistakenly omitted from your profile. The application calculates the return date based on a system setting for film tracking. The date you type in the Date of Service (DOS) field on the Foreign Film page does not have a default value. To indicate a DOS and return date: 1. Click in the DOS field and enter the Date of Service. but you can edit the field if you expect to return the foreign films on a different date. If you are submitting a foreign film for a different site. Click in the Return Date field and enter the Return Date. you will notice that the drop-down list automatically displays your default location. AMICAS. Entering a Date of Service and Return Date To process a foreign film.Vision Series RIS Portal User’s Guide Film When you access the Foreign Film page. use the drop-down list to change the location 3. Inc. you need to enter the date of service and the return date. You may type the actual date the films were taken. or you could type the date of the patient’s upcoming appointment if the foreign films will be used for comparison. and system settings can vary by location. contact your system administrator. The application highlights the location and closes the list.

3. Delete the number in field.7.Vision Series RIS Portal User’s Guide Film The entered or selected dates populate the DOS and Return Date fields. Click in the # of Films field. as shown below: Foreign Film Page Displaying DOS and Return Date 11. The # of Films field defaults to 1.5. Type the number of films. Inc. AMICAS. 2. Proprietary and Confidential 11-74 . go to Subsection 11. Entering the Number of Films If the default number of films is correct.6. To enter the number of films: 1.7. but you can type a different number if you want to keep more accurate film tracking records. The Foreign Film page allows you to specify the exact number of foreign films you received.

you can only search by exam code. as shown below: Foreign Film Page Displaying the # of Films 11. you can click on the Exam Search button to see a complete list of all exams in your exam code file. Selecting an Exam Code On the Foreign Film page.6.7. If you do not know the exam code. AMICAS. Searching for and Selecting an Exam Code When you search for exams on the Foreign Film page. To search for and select an exam code: 1. you have to indicate the type of foreign films you are receiving by selecting one or more exams. click on the Exam Search button.Vision Series RIS Portal User’s Guide Film The number of films displays in the Foreign Film page. If you are not sure which code you need. Inc. a. not description. Perform one of the following actions: • • If you know all or part of the exam code you are searching for. type the code in the Exam field and press [Enter] or the Exam Search button. Proprietary and Confidential 11-75 . The film tracking module uses this information to categorize the foreign film under the correct modality and to name the films.

AMICAS. You can make multiple selections if several studies were included in the foreign films you received. Click on the check box to the left of the exam. 3. Click on the SELECT button. Inc.Vision Series RIS Portal User’s Guide Film The Exam Search window opens and displays a list of all the exams in your exam code file. as shown below: Exam Search Window 2. The exam codes display in ascending numerical order. Proprietary and Confidential 11-76 .

a. Click on the REMOVE button. if you use the film tracking module to process outside reads. You can load a generic referring physician that can be selected each time you receive a foreign film. hospital. Searching for and Selecting a Physician The Physicians field on the Foreign Film page allows you to search for a referring physician. 2. 11. Inc. so you must select at least one doctor.Vision Series RIS Portal User’s Guide Film The application saves your selection(s) and closes the Exam Code Search window. you can quickly delete it from the Exam list box using the REMOVE button. Removing an Exam Code If you selected the wrong exam in the Exam Search window. as shown below: Foreign Film Page Displaying the Exam Code b. AMICAS. Any exams you selected display in the Exam list box on the Foreign Film page. The physician information on the Foreign Film page is required. entering the referring physician and any CC doctors is an important task. selecting a referring physician might seem unnecessary. Proprietary and Confidential 11-77 . Selecting a Referring Physician If you are entering a foreign film. However. you can do one of the following: • • Sites can be entered as referring physicians so they can be selected when their films are received. To remove an exam: 1. Click on the incorrect exam code in the Exam list box. or other provider.7. If the foreign film came from another imaging center.7. The selected code is removed from the Exam list box.

first name. You must type at least two characters of the physician’s last name or first name to search. If you are entering the physician’s first name you must include a comma before the name. Click in the Physicians field. as shown below: Referring Physician Search Window If the referring physician’s name is displayed in red. You can search for another physician or narrow your search results by entering your search criteria in the Name field in the Referring Physician Search window. Inc. For example: . This is not a case sensitive field. Type all or part of the physician’s name in the format last name. AMICAS. Click on the Physicians Search button or press [Enter]. 2. Click on the physician and click on the SELECT button or double-click on the physician.Vision Series RIS Portal User’s Guide Film To search for and select a physician: 1.john would result in all “Johns” being displayed. The Referring Physician Search window opens and displays a list of physicians that match your search criteria. 4. 3. it means that physician has no distribution defined. Proprietary and Confidential 11-78 .

Removing a Physician If you selected the wrong physician in the Referring Physician Search window. Verify the information on the Foreign Film page is correct. The selected physician is removed from the Physicians list box. you are ready to submit the foreign film. If there are no CC doctors to add. The referring physician’s name populates the Physicians list box. Proprietary and Confidential . Inc. service date. return date. If there are CC doctors to add. click in the inaccurate field(s). continue to Step 2. Submitting a Foreign Film After you type the location. 2. 7. and refreshes the Foreign Film page.7.8. • • If the information is accurate. b. To remove a physician: 1. repeat Steps 1 – 4. 11-79 AMICAS. as shown below: Foreign Film Page Displaying the Physician 5. To submit a foreign film: 1. Click on the incorrect physician name in the Physicians list box. 11. closes the search window. edit the field(s) and continue to Step 2. Click on the REMOVE button. number of films. you can delete the record from the Physicians list box. If the information is inaccurate. Perform one of the following actions: 6. and physician. exam. this procedure is complete.Vision Series RIS Portal User’s Guide Film The application saves your selection.

8. exams added through the film tracking module have a status of Foreign.1. or jacket. 11. The right pane of the Film page displays a message indicating that your action was completed successfully. modality. This chapter details how to access the history of a film. as shown below: Foreign Film Submittal An exam can consist of one or more procedures. DOS. Understanding Film History Each time you check out films. The foreign film displays in the film list. Viewing Film History The capability to view past film transactions is very important to any film tracking module. all actions taken on a film are recorded. the film tracking module records the event and enters it in film history. Proprietary and Confidential 11-80 . In the Patient File. the foreign film remains in the film tracking module. If you check out a foreign film.Vision Series RIS Portal User’s Guide Film 2. In Vision Series RIS. AMICAS. and films are listed by procedure.8. Click on the COMPLETE button. Inc. 11. The film will be marked with both a Foreign Film icon and a Checked Out icon The foreign film is submitted. request films. and it is flagged by the Foreign Film icon. or check films in. and the Film page refreshes.

you can view the: • • • • • • recipient’s information film check out and return dates delivery method reason notes attached to the event individual details about each DOS. as shown below: Film History Button AMICAS. the item will have no film history events.3. For each event recorded in film history. modality or film included in a process 11.Vision Series RIS Portal User’s Guide Film Film history might be associated with any item on listed Film page: • • • • • individual films date of service (DOS) modalities jackets custom groups If no action has ever been taken on an item. If you are not sure how to search for and select a patient from the Film page. If you applied the Modality. refer to Subsection 11. you will only be able to select modalities.2. service dates or custom groups. 2. Click on a patient and click on an item on the Film page.3. Displaying the Film History To display the film history: 1. Click on the Film History button.8. Inc. Proprietary and Confidential 11-81 . DOS or Custom Group filter to the film list.

You may need to access event details if you need to find out more about a specific event.3. AMICAS. The Fulfill Checkout and Delete Request options only apply to items that have an outstanding request. • 11. and at the top of the section is a list of the events associated with the item you selected in the film list. Accessing Event Details The list of events provides a limited amount of information. • Each time an item is requested.8. the event is recorded in film history.Vision Series RIS Portal User’s Guide Film The Film History section displays on the right side of the Film page.4. For each event. as shown below: Film History View If no action has ever been taken on the item. checked in. DOS. The columns Jacket #. or checked out. The top section of the film history (see above figure) lists the events associated with the jacket. and Requested). film or custom group you selected. Inc. date of service. Refer to Subsection 11.9 for information on fulfilling a request. the application displays the “No history records for this selection” message. In. Proprietary and Confidential 11-82 .4. You can select any of the events in the list to display film details. Modality.10 to delete a request. The amount of data that populates the columns depends on the type of film item you selected. The film history displays on the right side of the Film page when the Film History button is selected. modality. Refer to Subsection 11. and Proc Code are also displayed in the Film History section. the application provides the date and time the event occurred and the event type (Out.

Click on the applicable event. or jacket on the Film page and click on the Film History button on the bottom of the page. as shown below: Film History Button The events linked to the item are listed at the top of the Film History section.Vision Series RIS Portal User’s Guide Film To access event details: 1. date of service. If you double-click on an event. modality. AMICAS.” 2. Proprietary and Confidential 11-83 . You can view the visits from the Film Tracking page. the Film History – Event Group Members window displays. Inc. but if there are many visits the Film Tracking page can become busy. as shown below: This allows the user to know what films are checked out and which ones are expected back from the borrower. Click on a film. the Film History section of the Film page will display the message “No history records for this selection. If there is no history for the selected film.

Film History of a Selected Event AMICAS. as shown below. There are two parts that make up the event: details and notes. Inc. The event details display below the list of events. you must select the event at the top of the Film History page. and the bottom part of the Film History section displays information about the selected event.4. as shown below: Film History Results 11. Proprietary and Confidential 11-84 .8. Examining Event Details In order to view additional information about an event.Vision Series RIS Portal User’s Guide Film The application highlights the line.

If you need to add a note after performing any of these actions. the Requested By field provides the name and address of the user who checked in the item (film. If the event type is Requested or Out. reason. The Procedure Code field populates only if you are working with an individual film. Adding an Event Note You can enter film notes when you check out. date of service.. or jacket on the Film page and click on the Film History button. the Event Date field displays the date the item was checked out or requested. The Event Date field contains the date the user checked in the item. guarantor. request. Some of the details will vary based on the type of individual who requested or received the item. and film site are user-defined drop-down lists. • If the event type is In. DOS. etc). courier. modality. Click on the Add Note link at the bottom of the Film History section. or jacket. Inc. The event line is highlighted and information about the selected event is displayed at the bottom of the Film History section. or check in an item in the film-tracking module. or jacket). The Return Date field displays the expected (not actual) date of return. modality. a referring physician. The events linked to the item are listed at the top of the Film History section on the right side of the Film page. The New Note window opens and the Date field defaults to the current date.e. office pick-up.Vision Series RIS Portal User’s Guide Film The data that populates the fields in the details section depends on the type of event you selected. or film site. The Delivery Method and Reason fields store the reason the item was checked out or requested and the way in which the item was delivered (i. location. Vision Series RIS user. To add an event note: 1. mail. 3. Delivery method. date of service. • • 11. Proprietary and Confidential 11-85 . as shown below: New Note Window AMICAS. The Location and Requested By fields might display information about the patient. you can select an event and add a note when you view the film history for a film.5. 2. Click on an event. The DOS field populates only if you are working with an individual film or service date.8. Click on a film. modality.

The report also contains limited demographic data and information about the loaned films. The note is saved. Running Film Reports In the film tracking module.9. The application does not record the name of the user who added the note. Inc. The out guide prints a list of the patient’s films that have a status of Checked Out. as shown below: Film History Page with Notes You cannot delete or modify comments/notes that are saved. Click on the Complete link at the bottom of the New Note window. you have the ability to run the following two reports: • • out guide patient file Both reports can be printed on demand or automatically printed when films are checked out. Note text limited to 256 characters displays in the Film History section and the system does not recognize hard returns in the Notes field. AMICAS. you might want to implement protocol that requires users to type their initials before or after the note text. and the Notes section is refreshed with your newly-added note at the top of the list.Vision Series RIS Portal User’s Guide Film 4. If this information is important. Type the note text. 5. Proprietary and Confidential 11-86 . the New Note window is closed. 11.

Some clients generate the report when films are checked out. The report contains: • • • • • demographics policy information referring physicians guarantors a list of the exams on the appointment 11. Report Section Contents header Contains demographic data such as: • • • • • • • patient name PMIS number address social security number date of birth phone number email address middle Contains information about the: • • • • • • event check out date estimated date of return delivery method reason recipient’s name and address last Contains information on what items were checked out on that event. obtain the recipient’s signature on the report. This section contains the: • • • • jacket number modality date of service list of the individual films (each film is identified by the procedure code. procedure description. The following table lists each section of the report and its contents.1.Vision Series RIS Portal User’s Guide Film The patient file report is a summary of the patient’s most recent visit. Generating an Out Guide Generating an out guide can be helpful because it prints a list of the selected patient’s films that are currently on loan. and accession number) footer Contains the: • • • username of the individual who printed the out guide date and time stamp page number AMICAS.9. and place the signed report in the patient’s jacket. Inc. Proprietary and Confidential 11-87 .

the report will be generated every time you complete the check out process.2. 2. The patient’s film(s) are displayed. Proprietary and Confidential 11-88 . The Print Options window opens.Vision Series RIS Portal User’s Guide Film If the system administrator configured the out guide to automatically print. as shown below: Print Options Window 3. Access the Film page and click on a patient. You can select both Patient Files and Out Guide reports. Click on the COMPLETE button. 4. If the loaned films were checked out separately.9. Even if you do not auto-print the out guide. you can demand it from the Film page at any time. displaying the two report type options: Patient Files and Out Guide. To generate an out guide: 1. Generating a Patient File Report The Patient File report is a summary of the patient’s account in Vision Series RIS. Inc. an out guide report prints for each event. Click on the check box to the left of the Out Guide option. 11. AMICAS. The application sends the Out Guide and/or Patient Files report(s) to your default printer. Click on the PRINT button.

search for the patient. Proprietary and Confidential 11-89 . For each exam. Inc. Click on the PRINT button. To generate a patient file report: 1. Access the Patient File. Contains the following for the most recent appointment: • • • Exam Information physician name physician role rank of the doctors Contains the exams linked to the patient’s most recent visit. The patient’s film(s) are displayed. 2. the last section of the report contains the guarantor’s: • • • • name relationship to the patient phone number employer While the Patient File report automatically includes information for the most recent visit when printed in the film tracking module. the report contains the: • • • • • • • • jacket number service date exam code procedure code location radiologist exam status appointment date Bottom If there is a guarantor for the visit. AMICAS. you can generate the report for any visit from the Patient File. Access the Film page and click on a patient.Vision Series RIS Portal User’s Guide Film The following table lists each section of the report and its contents: Report Section Top Plan Information Physician Information Contents Contains demographic data. and double-click on the desired visit. Contains a list of the insurance policies attached to the patient’s most recent visit. Click on the PRINT button in the Patient Files window. select the Patient Files option. and click on the COMPLETE button.

AMICAS. Proprietary and Confidential 11-90 . displaying the two report type options: Patient Files and Out Guide. 4. Inc. as shown below: Print Options Window 3. You can select both Patient Files and Out Guide reports. Click on the COMPLETE button. The application sends the out guide report to your default printer.Vision Series RIS Portal User’s Guide Film The Print Options window opens. Click on the check box to the left of the Patient Files option.

1. A. click on the Message icon that displays in the lower left corner of most Vision Series RIS screens on the portal side. This feature is very similar to e-mail. As shown below. as shown in the following example: Message Center Window The Message Center window is the starting point for all messaging actions. AMICAS. and all messages. Accessing the Message Center To access the Message Center. the Message Center window opens. The Message Center is accessible from any tab on the portal side of the application. both sent and received. will be listed in the window. Inc. the Message icon is a small envelope graphic that will display gray when you have no new messages and will display yellow when new messages have arrived: No new messages New message or messages When you click on the Message icon. receive. but keep in mind that you can only use it to communicate with other Vision Series RIS users. An AMICAS support representative must turn this feature on in order for it to be available in Vision Series RIS. Proprietary and Confidential A-1 . Please contact your AMICAS support representative if this feature is unavailable to you.Vision Series RIS Portal User’s Guide Using the Message Center APPENDIX A Using the Message Center The Message Center allows you to send. print. and delete mail messages.

as seen in the following example: Viewing a Message You can view both new and old messages. each of which is described in greater detail in the subsequent sections: • • • • • Create a new message View any of the messages listed in the window Print any message listed in the window Reply to a message Delete existing messages A. Proprietary and Confidential A-2 .2. AMICAS. Viewing Messages To view a message from the Message Center window. click on the check box next to the desired message and click on the VIEW button at the bottom of the Message Center window. Inc.Vision Series RIS Portal User’s Guide Using the Message Center The Message Center window displays the following information for each message: • • • • • Status Sender’s Name Recipient’s Name Subject Date Received At the Message Center window you can perform the following tasks.

Printing Messages As described in Section A. as shown below: Message Center . • A.View window opens. Inc. and the delivery date. as shown in the following example: Printing a Message AMICAS. your name. The bottom section of the View window contains the body of the message. and the exam code. If the sender tied the message to a specific exam. you can see the sender’s name. Proprietary and Confidential A-3 .3.Vision Series RIS Portal User’s Guide Using the Message Center The Message Center . After you read the message. date of service. If the message is associated with a patient. the patient’s name will display in the Patient Name field. or close the window by clicking on the buttons at the bottom of the window. print the message.2 above. you can reply to the sender.View Window • • At the top of the View window. the application will also display the patient’s jacket number. the subject of the message. while you are reading a message in the View window you can print a copy of the message by clicking on the PRINT button at the bottom of the window.

Change the Delivery Date. by clicking on the Calendar button to the right of the Delivery Date field. To reply to a message: 1.Vision Series RIS Portal User’s Guide Using the Message Center A. Proprietary and Confidential A-4 . The Delivery Date field defaults to the current date. from the View window you can send a reply to the sender of a message by clicking on the REPLY button at the bottom of the window. Inc. Replying to Messages As described in the Section A. as shown below: Delivery Date Calendar Button AMICAS.4. if desired.2 above. Click on the REPLY button at the bottom of the View window: Replying to a Message The Message Center – Reply window will be displayed. 2. as shown below: Reply Window • • The application creates the Subject field based on the subject of the original message.

A. Proprietary and Confidential A-5 . The application will send the message and close the Reply window. Type the text to send as a reply in the Message field. When finished. In the main Message Center window.Vision Series RIS Portal User’s Guide Using the Message Center 3. You can also cancel the reply before sending it by clicking on the CANCEL button at the bottom of the Reply window and print a copy of your reply by clicking on the PRINT button. Sending New Messages You can send a new message from the main Message Center window by clicking on the NEW button at the bottom of the window. as shown below: Creating a New Message AMICAS. Click on the NEW button at the bottom of the Message Center window. Inc. click on the SEND button at the bottom of the Reply window.5. as shown below: Message Field 4. a new message with a status of Sent will be displayed. To send a new message: 1.

Proprietary and Confidential A-6 . as shown below: Recipient Search Button AMICAS.Vision Series RIS Portal User’s Guide Using the Message Center The Message Center – New window will be displayed. Inc. as shown below: New Message Window 2. Click on the search button to the right of the Recipient field.

Vision Series RIS Portal User’s Guide Using the Message Center The Username Search window opens so you can search for and select the recipient or recipients of the message. ○ AMICAS. When finished. first name. Click on the SEARCH button at the far right of the field. A list of users that meet your search criteria will be displayed. as shown below: Username Search Window • In the User field. ○ Click on the check box next to the name of the desired user or users or click on the SELECT ALL button at the bottom of the window to select all the users currently displayed on the list. You can also click on the CANCEL button to exit the Username Search window without selecting any recipients at this time. as shown below: Searching for a Recipient You can leave the User field blank and click on the SEARCH button to produce a list of all users in the system. enter all or part of the recipient’s name in the following format: last name. click on the COMPLETE button at the bottom of the window to select the chosen recipients and exit the Username Search window. Proprietary and Confidential A-7 . Inc.

as shown below: Recipient Selected • To add additional recipients for this message. 5.Vision Series RIS Portal User’s Guide Using the Message Center The New Message Window will display the name of the selected recipient or recipients. first name). Inc. In the Delivery Date field. Proprietary and Confidential A-8 . enter the patient information: • Perform one or more of the following actions: ○ ○ Type two or more characters of the patient’s name (last name. 4. 3. either type the desired date in the format mm/dd/yyyy or click on the Calendar icon to the right of the date field to select a particular date from the pop-up Calendar window. In the Subject field. If you want the message to be delivered at a later date. click on the Recipient Search button and repeat the process described above. By default. If the message applies to a specific patient. Click on the search button to the right of the Patient Name field. type the date you wish the message to be delivered. as shown below: Patient Name Search Button AMICAS. type the subject of your message. this is the current date.

Jacket Number or SSN. first name Use one or both of the optional Additional Search Criteria pull-down fields to base your search on such criteria as Accession Number. Proprietary and Confidential A-9 . AMICAS. you can type all or part of the patient’s name in the following format: last name. DOB. Inc. You can also opt to restrict your search to only patients or expand your search to include additional contacts for patients including guarantors and insured parties by clicking on Patients or All in the upper right corner of the Search Criteria area.Vision Series RIS Portal User’s Guide Using the Message Center The Patient Search window will open so you can search for and select the desired patient. as shown below: Patient Search Criteria ○ ○ ○ In the Patient Name field. as shown below: Patient Search Window • Type the desired search criteria in the fields at the top of the Patient Search window and click on the SEARCH button.

The Patient Search window will close and the main Message Center – New window will be displayed with the Patient Name field filled in with the name of the selected patient. Proprietary and Confidential . Inc. This will close the Patient Search window and return you to the main Message Center – New window. as well as the Exam Code. • • Click on the CANCEL button at the bottom of the Patient Search window to exit the Patient Search without selecting a patient. as shown below: Patient Search Results • If you want the message to be associated with a particular patient’s name. double-click on the desired patient’s name in the Search Results section. where the Patient Name field will be filled-in.. click on the desired patient’s name once to highlight the patient. Jacket No. and click on the NEXT button at the bottom of the Patient Search window. as shown below: Selecting a Specific Appointment • Click on the desired appointment once to highlight it. A-10 AMICAS. Click on the NEW PATIENT button at the bottom of the Patient Search window if you want to create a record for a new patient to be associated with your message.Vision Series RIS Portal User’s Guide Using the Message Center All patients matching your stated criteria will be displayed in the Search Results section of the Patient Search window. and DOS (Date of Service) fields. The patient’s history will be displayed in the Visit Info section of the Patient Search window. • If you want the message to be associated with a specific appointment for a patient.

click on the check box next to the messages you wish to delete and click on the DELETE button at the bottom of the Message Center window. The Message Center window redisplays with a message having the status of Sent. type the message that you wish to send to the selected recipient or recipients. as shown below: Exiting the Message Center AMICAS. as shown below: Typing the Message 7. A. you should review the messages in the Message Center window and delete unneeded messages. including both sent and received messages. To delete messages from the Message Center. Once you have reviewed all the information for accuracy. Deleting Messages Periodically. In the Message field.7. as shown below: Deleting Messages A. click on the SEND button at the bottom of the window.Vision Series RIS Portal User’s Guide Using the Message Center 6. Proprietary and Confidential A-11 . The maximum amount of messages that can be stored in this window is 100. exit the Message Center by clicking on the CLOSE button at the bottom of the Message Center window.6. The message will not be delivered immediately if you selected a future delivery date. Inc. Exiting the Message Center After you have finished working with messages. A message will be sent to the recipients and close the New window.

Examples of Web browsers are Internet Explorer and Netscape Navigator. A Server is a computer that provides information or services to computers on a network. Clients are the individual computers on a network that request information from the server. The Application Server stores the main Vision Series RIS application. The Dictation Server is an optional component that handles Voice Capture functions. Server Workstation Clients Vision Series RIS Application Server Vision Series RIS Database Server Vision Series RIS Communication Server Dictation Server The Communication Server is an optional component that handles distribution functions such as faxing and emailing. The Database Server stores all of the system data. Inc. Proprietary and Confidential G-1 . The primary function of a firewall is to let good traffic pass through while unwanted traffic gets blocked. An Intranet is an internal network secured and separated from the Internet by a firewall. The most important part of a firewall is its access control features that distinguish between good traffic and unwanted traffic. Internet Intranet Firewall Web Browser Internet Explorer AMICAS. The Internet is a global network of computers and computer networks that communicate using a standard protocol or language called IP (Internet Protocol). A Web Browser is a program that enables you to view documents that are on or formatted for the World Wide Web. A Firewall protects your network from unwanted Internet traffic.Vision Series RIS Portal User’s Guide Glossary Glossary Term Vision Series RIS Definition Vision Series RIS is a web-based radiology information system that allows users with appropriate security access to access system data through Internet Explorer. Internet Explorer (IE) is the web browser that allows you to use Vision Series RIS.

............... 4-52............................ 7-28.... 4-11... 10-7 Add/Edit Policies Window ......... 8-22............... 4-27............................................4-36..... Appointment Info.....................6-7 Adding Note Film ...............................5-11 Physician Practice.................................................................. 5-9 Submitting Changes...................... 5-26 Template Search Window .................... Appointment Book...................... 7-29....................... 4-32 Appointment Details............................................................................................................................... A-1 Policies Page from Patient File Page..Vision Series RIS Portal User’s Guide Glossary Index # of Films Field.............. 7-52 Accident Information Entering .....................................4-36 Setting................4-30 Selection......... Appointment Info........................... 11-36...................................................................... 4-62........................ 9-24 Activate Template Window....... 11-14 Message Center....... 7-21 Portal ................ 4-60..8-18 Voice File During Review... 11-74 Accessing Add/Edit Policies Window ... 2-4 Visit Info Page .....................4-19 Amount Collected Field. 4-12 Guarantor .................5-8........................................4-3 Forcing ........... 4-51.......................... 9-51 Plan Search Window.............. 7-31 New Referring Physician............. 7-39 Event Details ................................ 11-85 Add to Library Button ..... 9-49 Creating....8-3 Microphone Level.................. Patient Files ...............................4-71 Setting an Appointment .......................... 8-7 Accident Date Field ...................................................... 4-8....................................... 9-10.......8-17 Always Send Pre-liminary................10-11 Adding Exams Exam List Page................................................................................................ 4-70 Screen Tip...................................................................................... 7-44 Add/Edit Referring Physician Window .. 7-35 Policies Page ......................................... Schedule View .................................... A-9 Adjusting Input Level ... 7-25 Insurance Plan Information ......................... 7-53 Accession Number Bar Code.................................................................................... A-1 Appointment Cancelling.........................4-25 Tab ...................1-2 All Reports Reviewing .4-38 Selection..................................... Appointment Book ........... 7-24 Post Payment Information....... Inc........ 4-43 Diagnosis............................................................................................................... 9-58 Entering ....................5-34 Appendix Using Message Center .............................................. Appointment Info..... 6-21 Event Note........................9-8 Additional Search Criteria Field ................ 5-20 Normal Search Window ........................................4-25 Appointment Book........................... 5-7... 4-69................... 4-29........................................ 7-24 New Patient.......................................7-16 Rescheduling....................4-14 Report to Teaching File Library ........ 4-55...................... 7-45 Add/Edit Referring Physician ........ 4-10 AMICAS..... Patient File ................................... Patient File ...... 7-52 Activate Button ........... 4-64 View Modification ...........7-8 Creating New ........... Patient Files .................8-21 Administrator Role........................4-62 Rescheduling....................... 9-12 Addendum Creating in Transcription Reports ........ Appointment Book............. 7-37......... Dictation............................4-53 Rescheduling.. 7-39 Changes ............ 7-40.................5-39 Rescheduling................ 4-65.... 7-52 Accident Type Field.............. 4-68...................................... 4-50................. 7-48 Accessing ....... 8-23 Adding Comment............................. 7-30..7-6 Scheduling................10-7 To Existing Voice File ....................7-5 Screen Tip.11-63 Adding Templates ...... 11-59.....................................................................10-5 Always On Mode....... 11-63 Patients to Wait List ............ 7-24..........7-15 Scheduling. 6-19 New Patient Policies ........ 7-2 New Policyholder .......... Weekly View ..................................................... Check In/Out .. Film...................8-2 Settings.........................................4-58 Cancelling..................................................................................... 5-11 Add Note Link.................................7-18 Cancelling.......... 7-10 Physician.......................... 4-66........................................ 11-82 Film Page ........ 7-52 Accident State Field .......... Microphone .....4-31 Appointment Book Window..... 9-24 Add Button Add/Edit Policies .............. Proprietary and Confidential Note...... 8-24 Dictating a Report ....... 9-9 Visit Info.7-15 I-1 .... 11-85 Modifiers........................ 4-18 Add/Edit Template Page ....................................7-3...............................

.. Add/Edit Template...................... 7-57. 7-68 Appt Flow Page..4-25..................... 9-13 Bottom Section Patient File Report ..7-34 Complete.... 8-7 Block Time Button ...............10-8 Comments...................... Schedule...................................................................7-32........... Reports .................. A-11 Delete................................... 9-44 Complete..........7-49 Complete..................... Patient File ....... 720 Appointment Flow Viewing..4-23 Fast Forward8-8................11-17 Clear................... Check In/Out .....................6-17 Exam Duration ...7-65 Edit Template.. Add/Edit Policies............... Procedure Code Search.................................. Report Review.....................7-39 Edit.... 9-22............. 8-19..... Schedule.......... 8-20............................ Message Center ... Guarantor... 4-71 Delete.. 8-24 Cancel........................... 5-7.................... 10-9 Close.. 10-10 Bar Code .... 7-24 Add................. 521.................................... 8-10........................................................... 8-16... 4-44 Complete Reports Window ................... Insurance Carrier Data ......7-48 Edit......... Procedure Code Window.............. 4-67.............. 10-4 I-2 ................. 7-16..9-34 Complete.................... 7-16.... 5-23 Complete.... 7-8 Cancel.............. Comments Window...4-24 Dictate... 7-50 AutoCorrect Options in MS Word Configuring ...................... 7-18 Approve Button ......... 8-16.................... 4-69 Bookmark Field .................................. Exam List Page ..... 7-68 Assessment Field... 10-10 Approved Status...... and Pre-Certification Numbers Entering ............................ 5-19................. Insured Party Info Window ........7-37 Edit.. 7-68 Appointment Info Page............... 8-13.................... 9-31...................................9-48 Complete.... 9-25 Edit........... 5-26 Add..4-60 CC Physicians........9-42 Complete........ Post Payment Information ........... 9-38... 10-11....... A-10 Cancel....9-7 Close........ 9-31 AMICAS...................................4-36 Clear......... Reports Window ..... 10-10 Appt Flow Button.................. Film..... 9-9 Add.......... 7-19 Complete......... Print Options Window.....11-46 Clear All.... 9-10. 9-44...................... 8-13.... Save A Report ............. 744 Complete.. 8-15..................................... 4-63................................. 1012 Dictate.............. Policies .............................................. 7-35 Add.................. 8-8.................... 8-7 Bar Code Reader .................... 4-63 Clear..... 7-20 Approve ............... Referring Physician Search....................... Cancel Visit Reason Window ... Add/Edit Referring Physician........... Message Center........... 9-31 Cancel.................. Add Diagnosis Code ................... 4-69 Block Time Window....... Display Pane................................................ Add/Edit Policies...............................5-29 Delete...... 8-16..... 9-7...... Normal Search Window .............. 11-89 Button Activate...... Policies Page ................... Add/Edit Policies .................. 5-18....... Report Review................5-18 Edit........................................ Film ..... Template Search Window.....11-62 Checkout.......................... 8-15........................................... 6-21 Add................................ Questionnaire ....9-14 Complete....................................... 8-17...... Inc.9-31 Complete.. 9-45 Assigning Initial Diagnosis ...... Reports .................................... 7-50 Auth............ Microphone ...... Transcription..... 7-16.......... Reports ............ A-4 Cancel............ 4-45 Add.. 4-69 Calendar..........Vision Series RIS Portal User’s Guide Index Appointment Details Button............................... Template Search Window ............. End Procedure Window... 5-17...................... Reports Window........... 7-18 Cancel....................................... 7-45 Add...11-21 Clear... 9-30..... Policies Page ................ 4-69 Blocking Scheduling Time......... 9-32 Checkin ..................... 10-7 Add......... Plan Search Window .........7-36 Complete..........7-45 Complete............................... Guarantor Search Page... Schedule... 4-26....... Schedule .................................... Appointment Info Page ................. Insured Search Window 7-33..7-15........ Proprietary and Confidential Cancel........................7-15..... Add/Edit Policies .. Microphone .............7-39 Complete................ 8-17 Distribution . Visit Info .................... 9-2 Balloon Comment................4-46 Diagnosis ...... Add/Edit Policies ............................ Film.......... 4-62..............9-12 End.............7-15....... 7-44 Complete. 4-43................. 9-51 Add.. Field .......................... Schedule...... Post Payment Information .......... End Procedure Window........9-52 Complete. 7-18. 10-10 Appt Flow ............5-36 Complete........................................6-22 Complete................. 8-15.... Message Center ............9-37 Comments.......................... Add/Edit Policies .... 4-12 Add.. 8-23 Approving Report....................................... 4-49.. Add/Edit Template ... 5-11 Appointment Details ............6-22 Delete............ 9-24 Add to Library ....... 9-15 Cancel.......... Template Search . 4-53..............10-4 Clear.......... 8-10 Cancel... A-11 Comments.................. 8-22.............. 4-51... 4-24 Auth No........ 7-18.............. 7-68 Block Time....... 5-20 Add........................................7-9................

...... 8-15................................................... Check In/Out...........................8-22 Start. Insured Search Window............. 8-13. 8-24.................... 822... Control Panel .................. 11-23 Reschedule ... 5-41 Find............. Adjusting Input Level ............ Appointment Page............................. Proprietary and Confidential Reschedule..... Message ...... 9-48......... 2-5 Mammography ......... Exam Search .................. Dictation................................................9-31..........9-14 Teaching Files........ Exam List Page ......................... 8-19... 8-10......... 8-20........ 10-4. Control Panel.......................... 9-8.. 9-28..7-8 Procedure Code Window.....................9-31 Schedule ................................. 10-4. 9-50.................7-18 Message Center..8-10 Reports ..... Physician Search Window.......................................... 9-31....... A-11 Skip .................................................2-4 Calendar .. 4-18 Logout .................................................................................. 10-12 Scan... Message .... Message Center .................................. 4-8................. Patient File........................................................................... Exam Search ....6-16 Stop........... 8-9 Microphone....................................................................... 7-19 I-3 ....................... 11-89 Print.....7-16 Schedule......................... 8-17........... Patient File Page ........ Physician Search Window ............... Schedule 4-39......................... 7-35.................. A-4 Report.... Control Panel .......................8-8 Search................. 8-14 Go..11-18 Search........ Appointment Info ... 9-46 Request .... 10-6 Location Settings......................................................8-15......................... A-5 Next...................................... 4-63...............4-68 Waitlist.. 11-17................ 8-16.. A-10 Microphone .. Appointment Book ............................. 9-41 Files..... 9-62 Transfer........... 11-42........ 8-24 Patient File ...............10-4 Review All .......................... 9-56 Plan Document......... Schedule Page.... 4-65 Foreign Film ............1-3 Cancel Button Add/Edit Template ........ 4-51... 9-23 Select......... 4-49....7-6 Reset Filter..........................4-34 Schedule.. A-10 New Patient....... Ref.7-30 Select............... 467..... 4-10 New....... 11-89 Print.................................... 4-36 Print... 7-17 AMICAS.. Control Panel .. 8-9 Refresh Reports ..... Adjusting Input Level...........4-38 Search..8-7 Schedule..................... 8-24......... 4-55......... 5-35 Print..... A-4 Calendar Feature Using........... 9-36 Jump to Beginning............................. 9-40.............A-5.... 4-49......... 8-4 Force ............. A-2 Wait List ....9-31 Reports Window.... 8-17. Add/Edit Template ....... 7-8... 11-85 Find... 9-8............... 7-65 Report Details ..... A-3 Print............. 7-51 Play..................................... Appointment Book ..................................... 9-53 Open Time............... 4-26 Finish................................. 9-12.......9-15 Appointment Info Page . Reports Window ............... Weekly View ....................... 4-37 Inactivate ........................................................................................................ 9-30 Reject . 9-31...................... 10-5 Rewind8-8............ 2-5 Preliminary ...... 11-71 Gen........ 9-41 Jump to End..... 7-46 Insert Normal.............. Film Page..... Appointment Info........................................................................... 8-19..............................4-34 Review ............10-11 Start Tuning ... 5-40 Reschedule.... 10-4 Rewind.................................. 4-70 Outside Reads ............. 8-8...................................................... 4-67......... 11-88.... 11-70 New Patient.......................................................... 11-77 Remove.................................. 8-16..... Ref.. Patient File..................... 4-36.....9-61 Send..9-41 Save...........................9-41 Stop/Play.. 9-41 Listen................ 5-39 Normals ......................... 10-7 Submit....................................4-60 Cancel Visit Reason Window................ Message .. 8-11................7-5 Schedule.7-10 Walk In... 4-52 Print......................... 4-28...................... Message Center ...... Patient Files ...................................10-7 Unlock Reports ......................... Questionnaire .... Control Panel .......... 1183...... Template Search Window ......... 1011................................... Transcription Report . 7-66 New........ 4-64........................... 10-4.............. Check In/Out.....9-59 Select...............9-30 View Report ........................ 8-10 Print.....5-37 Workflow ........................... Distribution Page............................... 9-45 Merge ................. Message Center................................................................................. 4-59.............................. Microphone .... 9-30................................................ 4-53. 10-12 New Patient .. 11-82........... 11-39........ 4-61................... Save ............................. 8-22...Vision Series RIS Portal User’s Guide Index Fast Forward........................................................................ 9-62 No Show.............10-4 Transcribe .......... 7-2 New Referring Physician................ Inc............................ 8-24. Patient Files ................................. Referring Physician Search .... 10-11........................................... 8-20....... 11-79 Reply.................... 8-24 View.......... 8-15............. 9-7......... 8-17.......... 7-69 Microphone.......................... 7-11 Film History .. Film Page .......................... Control Panel ...................... 10-5 Review All Normal.................. Normal .......................... 7-65 Questionnaire .............. 11-81..1-3 Calendar Button4-25..... 10-11 Remove........ Schedule ........8-3 Start........... 8-13...........9-61 Search........... 9-41 Portal ......

. 5-12 Reschedule Button.................. 5-26 Printing Arrival Notif..9-30 Checkin Button.. 4-6.4-43 Comment Balloon ................. 5-3........... 11-62 Film......................11-17 Questionnaire.......................................................................................................9-7 Client Workstation Requirements................ 9-30..................................11-51 Film to Location......................... 5-8 Post Payment Information...... 5-11 Adding New Guarantor...... Editing and Deleting Reports Page .................................. 11-63 Check In/Out ..... A-11 Collections Balance ....................... Guarantor ........................................ Field...................................................................... 11-62................................................................................4-43 Film .............................................................................. 4-5.............................. 5-9 Plan Search Window. 4-4....................... 7-18 Appointment.........................................................................................................................................................11-49 Film to RadConnect User ..................................... 5-40 Scheduling Walk-In Patients ......... 5-36 Comments Page ................... 4-4.............................. 5-15 Logging Payments . Transcription.... 9-32 Changes Add/Edit Policies Window .........................11-62 Checkin In Patient............................... 4-41............ 5-6..............10-10 I-4 ............11-64 Checking In Film ...............................................................4-43 Schedule ........................................................11-47 Item .......11-55 Film to Guarantor ...10-8 Patient.......................... 5-11 Check In/Out Page...... Appointment Book..................................................... 5-20 No Show Button ..................... 5-6 Visit Info Add Button..10-9 Message Center............... Field..... 5-21 Check/Card No...7-65 Choose Printer Field Distribution Report Printer ............................................................................. 5-4 Deleting Physician............... 5-34 Plan Search Results......................................................................... 5-1 Add/Edit Policies Window .......................... 9-44 Stat Request ..........4-43 Inserting...................... 5-2 Payment Method Field .................................................... 4-26................................................... 5-5....................4-36 Report Review ................ 4-19 Release Signed...................11-53 Film to Patient ...............................11-21 Clear Button Film ..11-46 Checkout Date Field ...... 5-35 Ref.................................................. 11-70 Collections Column ............. Report Review ....5-36 Checkin Location Field ..... 5-3 Comment Adding......................... 5-35 Checkbox Email Report..10-4 Schedule .. 4-58 Report Review...................... Patient File ................ 11-46....................................11-61 Checking Out Film .......................................... 5-35 Guarantor Info Window ........................................................................................................................................... Physician Search Window . 11-41 Check/Card No..4-46 Delete...9-39 Types ...................11-40 Checkout Button Film ................................................ Editing. Report Review.............................. 7-25 Changing Demographics ........................................................ Appointment Info......... 5-38 Check Out Icon . 7-5.............11-62 Checking In Item................... 5-1.................................... 11-60 Choose Distribution Report Printer .................9-37 Inserting.... 10-12 Cancelling an Order Work Queue ....................................................... 3-7 Category Field Schedule ........Vision Series RIS Portal User’s Guide Index Cancelling Appointment.............4-43 Protocol..........................4-43 Comment Added .............................. 5-37 Setting Guarantor Relation To Patient .................... 4-19 Print Report ............................................................................................ 5-35 Checking in Patient .................. 7-4......................... 4-61......................................... 5-8 Adding a Physician............. 11-63 Displaying........... 5-39 No Show Reason Window .....10-10 Exam ....................2-1 Close Button Display Pane............................................. 11-60 Film to Film Site ................................... Routers..................................................... Inc.....................................4-43 Shortcut Menu. 5-40 Reschedule Visit Reason Window ...............................11-49 Film to Referring Physician..................... 5-34 No Match Found................... 7-14 Check In Page....4-43 Visit .......... 5-21 Guarantor Search Window........................... 4-19 Fax Report.... 456............3-3.................................................................................. 7-14...........................11-63 Checkout Details Page ...... 11-16. 5-39 Overview ..................................................................................................................... 11-24 AMICAS...................................... 4-63 Transcription .............. 5-22 Verifying Patient Information .............................................................................. and Deleting....................7-65 Clear All Button Film ....... 7-28 Send Preliminary... 11-44.... Film .... and Other Items.... 5-40.............................................................. 5-13 Expiration Date Field..................... Proprietary and Confidential Urgent ........... 4-45 CC Physicians Button .. 7-8 Appointments............

..... 7-50.................................................................10-12 New Appointment..................5-37 Co-Pay Field .... 4-34 Contact Name Field AMICAS.......6-7 Message ....... 9-44 Save A Report....... 9-2 Configuring AutoCorrect Options in MS Word 2007 ........9-58 Entering.................... 11-35............................................ 4-25................................. 5-19.........................8-6 Schedule ............8-23 Addendums.... 7-44 Insured Search Window ..... 4-45 Comments Button........ Foreign Film Page ..............................3-8 Delivery Date Field Message Center.11-19 Date Response .................................. 10-8 Reports...... 4-45 Priority Field . 9-37 Schedule .............. 4-44....................................................................................................... Reports Page ............. 4-45 Comment Text Field...... 11-58................................................... A-4 Delivery Method and Reason Entering...9-7 Date of Service Field .............. 9-4 Confirmation Window.....................................6-21 Exams................................. 9-2 Configuring AutoCorrect Options in MS Word 2003 .......................... Exam List Page..............9-31................... 4-31 Confirmation Page .............7-37 Delete Button End Procedure Window ............. 11-86 Completing Report............................. 11-43 Visit Policy.... Dictation.... 8-20................... 5-21...............4-35 Day Field. 9-47 Comments Window Add Button........................................................ 9-41 Report Review.............................. 8-22....... 7-45...8-12 Date Field Dictation ...9-63 Request.......................... 5-28.................. 4-44 Comments Button Report Review........................... 9-52 Referring Physician Search.... 5-18.........9-39 Delete Icon Policies................ 11-23.................. 7-19 Check In/Out ..................5-29 Schedule ................................. Report Review....................................................... 4-54............................ 9-34 Reports............................................................. 4-45 Schedule .................................................. A-11 Post Payment Information .....4-25 Transcription ... 7-52 Delete Request Link .. 4-71 Complete Link New Note Window................4-53........................................... Inc........................................ 4-25..................6-22 Message Center.... 7-39.................. 4-58........................................ 9-48 Schedule ... Schedule........................................ 4-45 Comment Title Field Schedule .................. 11-58 Delivery Method Field ... 4-51................................................................................................... 6-22 Exam Code Search ............................................................... 10-12 Tech Entry ...... 9-31 Reports Window............................................. 464............................ Report Review .................... 8-24 Default Policies Setting....................................... 7-36 Insurance Carrier New Documents.... 7-32......4-15 Contacted by Field .................................................... 11-82 Deleting Comment. 4-62....................... 7-51 Insured Party Info Window ... 11-43............................... 4-63 Schedule Page... 10-10 Comment Text Field Scheduling........................................ 4-26......... 7-9....... 4-43 Comments Field Report Detail Window ... 5-36 Procedure Code Search.................................. 8-15...................... 9-38 Comment Shortcut Menu Comment............................... 9-14 Appt Flow Page................... 4-67 Dead Man Mode ............................4-46 Delete Comment Option Transcription . Report Review ......................................................................................... 7-68 Cancel Visit Reason Window .....................4-3 New Patient....... 6-11 Insurance Carrier Data......................... 4-46 Complete Button Add/Edit Policies .......10-8 Comment..............................5-13 Report .................................................................. 7-33............................. Proprietary and Confidential Physician Practice Search ..........................................................................4-8 Schedule ............................................................................ 4-59............................................................ 9-42...9-37 Diagnosis .........11-69 Normal ....................... 7-36 Confirmation Window ............9-31 Create New Report Option ...................................................................................7-52 Deleting an Order Work Queue.......................... 11-85 I-5 ....11-73 Date of Service View ................... 7-44 Print Options Window............................................. 7-49 Add/Edit Template........................ 4-49......................... 11-62 Current Report Procedures Selecting ..................... 5-17...................Vision Series RIS Portal User’s Guide Index Comment Screen Tip ...............................7-28 Create Add........ 11-35.7-34..... 6-23 Configuring AutoCorrect Options in MS Word...................... 5-23 End Procedure Window ..........9-50 Current Location Field ................................. 11-41.................... to Selected Report Option .........................9-31 Creating Addendums....................... A-11 Physician....

...... 9-25 Edit Template Button .............9-7 Editing Comment.... 4-24 Diagnosis Code Window ..........11-71 Report ........ 9-36 Schedule Page......11-73 Delivery Method and Reason ...........8-6 Ending Exams ............................................................................... 11-35........7-50 Date of Service................. Inc............................................................ 8-1 Voice Activated Recording ........ 8-16......... 4-41 Demographics Page..........................7-37 Guarantor Search Page........... Exam List Page. 8-7 Tab ................... Report Review............. 8-15.... 7-14........................ 8-6..................... 8-22 Adding To Existing Voice File ....................... 4-24 Diagnosis Button ........................................... 9-22......................................................................... 8-14 Report...................... 8-17 Dictaphone Monkey Chatter........... 8-5..............5-18 Policies...................................................................... 8-21 Playback Volume ...... 11-42....7-40 Policyholder Information ..................9-52 DOS Field .... 6-21 Assigning Initial ................................................................................................7-39 Template Search Window.. 9-40 Getting Started ....................... 8-22 On/Off Mode................9-38 Displaying Check In Page ...................9-34 Request Details Page ......................................3-4 Email Report Checkbox ..........10-8 Comment................... 4-23....................... 10-12 Microphone................................................................................................................. 8-18 Dictating Report.....................................................6-17 End Date Field . 4-24 Add Button...............4-32 Duration Field...................7-41 Templates ...............................................7-65 Distribution Button.. 8-1 Play Audio Tone.... 8-2 Microphone Settings ........................................ 8-20................ Foreign Film Page. 4-69 Schedule ............... 5-27................................7-65 Distribution Method Field ... Reports Page .......................................... 11-39...... 6-8 Normal Search Window ... 4-25 Diagnosis Adding and Deleting....... 8-2 Select Patient .............................................10-10 Transcription ..11-74 Accident Information .............4-71 Edit Button Add/Edit Policies ........................... 4-5. 8-16 Dictate Button 8-8.7-52 Auth....... On/Off Mode................ 8-22 Dead Man Mode......... 2-2 Display Pane AMICAS................................................... 9-10........................................................9-39 Edit Template Button ......... 8-17 Dictation ........................................7-39 Physician Office Parameters ............................. 8-13..........Vision Series RIS Portal User’s Guide Index Demographics Changing .....9-12 Edit Comment Option ........ 8-16 Foot Pedal ... 8-16 Monkey Chatter... 7-14 Entering .......... 11-58 I-6 ..................... 8-17 Dictate Reports Dead Man Mode......................4-19 End Button Exam List Page........................................... Always On Mode ...... 9-40 Logging In... Proprietary and Confidential Close Button ..........................................................7-48 Policies Page ................8-15............................................. 6-21 Dictaphone Microphone Level Indicator ............... 8-21 Dictation Page... 8-16.....................................................................................11-85 DOS Option.............. 8-18 Always On Mode ....................................................4-23 Entering # of Films .................................................................................................................................................................... 8-10.................................................... 9-57 Demographics Window ........................................ 8-21 Requirements ...................................... 8-22 Orientation.........................................11-19 Drag and Drop Scheduling .................................................................................................. 8-15 Dictate/Playback Buttons ...... 8-22 Playback Speed ....................... 8-15. 8-22 Dictated Status................................................9-10 Editing an Order Work Queue................................................................................................9-37 Exams..................... 8-22 Dictating Report...11-46 Film History ...........................................7-28 End Procedure Window ................8-15............................... 8-22 Overview ............... 8-15...6-17 Enter New Duration Time Window.............. and Pre-Cert Numbers ...............................11-18 DOS View ............................. 5-37...................................................... 8-21 Monkey Chatter...............7-67 Document Name Field ................. 8-21 Normalize Playback Volume ..........................................4-17 Policy Information .....................6-7 Patient Policies .............. 8-22 Winding Speed............ 8-18 Digital Dictation Hardware Requirements .................................................................................................................................................. 9-58............................................. 11-81 Foreign Film Page.............. 11-73 Film ......... 8-2 Listening with Mouse........................................... 8-1...6-18 Ended Status ............................................................................................. 10-11..................11-62 Check Out Details Page ... 4-41 Description Field Exam Code Search ........11-22 Distributing Transcription Report .4-41.

....7-52 Accident State....6-7 Exam Search Window ........................ 11-75 Exam Code Field............................................................ Message Center..... 8-16................................................6-17 Starting............ 4-43 Extending Duration........ 5-27.................................................. 11-40................ 11-29 Insurance Data ...... Foreign Film Page ............9-47 Existing Voice File Adding To............................. 8-13.........................8-8.............................................................................. 11-57....6-7 Ending.......................................................5-37 Co-Pay ......7-50 Bookmark.............. 11-85 I-7 ...........9-47 Contact Name.........7-28 Current Location .......................................................................................... 11-75 Selecting................... 10-4 Control Panel ... 4-22 Exam Code Removing.......................... 5-28 Searching ..... 11-73 Staff Member Request ....... 6-8 Exam Details Viewing....................4-45 Comment Title.................................... 11-84 Accessing ............................................................... 11-26 Policyholder Name .........Vision Series RIS Portal User’s Guide Index Demographics ................................8-5 Extending Exam Duration ............................................. 8-7. 11-89 Exam List Page .................................................................................. Schedule Page ................................. 11-72 Accident Date........ 6-7. 11-57 Requestor Information.................... 11-67 Guarantor Request.............................................. Schedule .............. 11-34 Requested and Return Date ...... 4-6 Error Unknown device not supported.......7-52 Accident Type ............................. 5-6................... Deleting................. Proprietary and Confidential Adding................................. 9-59................. Date of Return Field.......... 6-8 Exam Code Search Window ................................... 11-84 Event Note Adding .................11-84 Exams Adding....... 11-82 Examining..... 4-13 Selecting............. 11-27 Visit Information ............................................................4-19 Field # of Films .....4-8 Contacted by. 11-24 Return Date ................... Report Printer ..... 4-22 Searching for..................11-76 Exam Warnings Window.................................. 11-58....... 8-19.............. 7-30.....................8-18 Exiting Message Center.................................. 11-24 Report Data ........................ A-4 Delivery Method ......................................... 11-46 Referring Physician Request....................... 11-75 Exam Information Patient File Report ....4-45 Check/Card No..................................... 11-35...5-34 Assessment ...................................... 4-41 Film Information ..... 11-77 Search Results ... Schedule ............. 9-44................... 6-4 Warnings ................................................ Deleting Exams .......6-16 Existing Report Revising ........... 11-63 Return Date.... Report Detail Window................................... ............ 7-29 Recipient Information .......................4-22 Fast Forward Foot Pedal.................... Foreign Film Page ........................................7-65 Comment Text.......................... 4-23 Exam Field Foreign Film Page...... Dist.............11-62 Checkout Date .......8-6 Date......... 11-74 Patient Request..4-22 Examining Event Details................. 11-85 Events .................................................................................................... 11-72 Number of Films........ 6-18 Film Site Request...................................................... A-9 Amount Collected... 4-58............................................................. Scheduling .....5-35 Checkin Location ............... A-11 Expiration Date Field ......... Editing................................................................. Transcription............................ Inc............................................................................. 8-22.......................................... 9-32 Request Date Field ................. 11-32 Foreign Films....................... 11-85 Event Details .. Scheduling............ 11-62 Date.................................................................................... 6-6 AMICAS..........................7-3..................... Scheduling .....9-13 Category.................................................... 5-35 Exam Duration Button ...................... 11-82 Exam Comment............. 9-58.... 11-31 Location.... 11-58 Event Selecting................. 11-43 Event Date Field... 8-17.. 5-25............9-59 Foreign Film Page......... Schedule .... Foreign Film ............................. Exam List Page ...............................9-7 Delivery Date.............................................. 4-63 Date................................................................................................... 9-7 Est........... 9-45 Auth No........4-45 Comments............................... 7-54 Exam Details Page.................................9-40 Fast Forward Button ........... Dictation ......... . 8-15..............................11-63 Choose Printer......................9-41 Fax Report Checkbox ................. Tech Entry ...................... Schedule.........................4-25 Date......................5-35 Exploring PowerMic ..... Editing...................................................... 4-43 Location Request .. 11-23...... Physician PracticeSearch 4-15 Contacted by........................... 4-13 Selecting..............7-52 Additional Search Criteria ......

.................. Film.......................... Referring Physician Search....... 5-17........9-7 Radiologist.......... Film ...8-6 Radiologist. 5-37 Recipient ..... Schedule 4-9....... 11-51....... 9-56............................... Dictation .... New Note Window.................... 11-85 Reason............................... Normal Search Window ....10-7 Rank... 719 Reason................................ New Normal Document ............ Transcription ................... A-6 Referring Physician.............. 5-19..5-9 Plan. Schedule........7-9.. 6-8 Exam.. No Show Reason Window... 4-71 End Date ..............................5-39 Reason........ 11-27. 11-49.. 11-85 Exam Code..... Template Search Window9-23...... 10-3 Location..............7-28 Practice Code.. Film . 4-32........ 10-2 Find Patient....................... 9-52 DOS...7-25 Plan...... Film... Proprietary and Confidential Notes......... 7-30 Jacket ......................... Add/Edit Referring Physician 4-11 Follow Up Code.. Transcription ....9-43 Radiologist...... Add/Edit Policies. Message Center ................................11-32 I-8 .............. 1153..........................11-63 Requested By..... 11-54...........................4-3 Payment Method.. 5-23 Header. 9-26 Location....................... 9-58. 7-33.......................... 11-29...... Foreign Film Page .................... Foreign Film Page....A-3........... 5-14............... 4-20 Frequency ..... Add/Edit Template Page ....... 11-49........... Film Site Request......... Transcription..................................................................................................................... A-8 Patient Name............................ Normal Search Window9-36 Procedure Code.. Foreign Film Page.................................. 11-25.............. 11-73..... 8-6 Find Patient... 11-63 Name........... 11-52 Name....... 11-55. Schedule..... 5-22 Pt.......... RadConnect RIS Login Page............ 9-58......... 11-72 Location................. 9-60......... 11-57 Event Date.................5-8 Policy Number................. Report Review ........ 11-48 Name... of Copies ................... 11-36.................................... 4-25 Distribution Method ....................5-16 Pt......9-52 Procedures.. 4-20 Free Form..7-28 Requested By.......... 11-50..7-3 Patient Search... Schedule.................. 11-47.5-34 Physician Name ........ 4-32 Group Number ....10-3 Radiologist....................... Message Center ...................... Schedule ................................. Schedule..............11-86 Number of Films.............. 6-3 Location............... Dictation ............... 7-28................... 7-67 Free Text 1 ...........................4-15 Pre-Cert No........... 7-17 Reason......................... Exam Code Search .7-7 Reason........................ 9-43 First Name......... 9-58 Patient.................... Film11-17. Referring Physician Search..... Reschedule Visit Reason Window ... 9-53 Message.. Check In/Out.................................... 11-51..............6-19 Radiologist................ Dictation............ Save A Report .... 9-11 Location..................... Add/Edit Referring Physician 4-11 Letterhead.... 6-8 Description. Inc........ Relation To Guarantor... 4-23..... No Show Reason ........................ 11-16 Patient Search................... Patient File Page............................ 11-15........ Schedule Page.. 4-69 Duration................. Check In Page.... Add/Edit Template .. 11-31. 9-13 Insured Name.................... 11-59. Reschedule Reason Window .. Cancel Visit Reason Window ................ 7-28 Message.. Save A Report ............. 9-7...9-33 Physician PMIS...................7-67 Recipient................. 4-48........................................ 5-37 Location.. 11-85 Duration..4-45 Priority... 11-85 Requested By............... Reschedule Visit Reason Window .. ................ 11-75 Expiration Date......................... Comments Window ..........4-19 Physicians.....5-39 Reason................................. 11-72 Order No................................ 9-28 Finding................ 11-58. 4-71 No.......... 11-55 Location......................................... 5-41............................9-32 Radiologist............... 9-13 Location List Box........ 7-67 Document Name .................... Transfer Report Window ........................... 4-19 Notes....................... Save A Report.................... 11-48 Location.....4-6 Release Date ...............7-18 Password........... 9-58 Last Name.............................................. 4-50....7-28 Reason......... 4-57.... 7-41 Insured Search............................. 11-78 Plan Search.9-58................ Date of Return...... 9-36 Description...............4-8 Other Reason................11-36.........11-85 Procedure Code............ Report Review .... 4-9.......................... Tech Entry ............. 9-7.................. A-11 Message Type................ Relation to Insured ......................... A-5 Name....................... Report Review ......... 11-51............ Physician Practice Search4-15 Practice Name ...... 9-59. 7-28 Est..................461..........8-10 Pt... Reports Window. Message Center..................... Check In/Out .....................9-43 Procedure Code............................................ 1153....................... 8-6 Location..... 4-69.7-50 Priority.2-3 Patient Name.................. 11-33........ Film................ 11-63 AMICAS................................................................. 9-27 Member Number .....Vision Series RIS Portal User’s Guide Index Description......... Relation to Guarantor ....................... 6-18 Find Patient...... 5-35 Film Quantity ..................... 4-32 Go to........ Transcription........ Template Search ... Exam Code Search . 4-20 Free Text 2 ............. Dictation................... Film 11-27....................... 7-44 Quality........ 11-47........ 7-28 Guarantor Name ............

......................... 11-57....... 4-49........ 923.............. 11-71...... 11-56 Film Tracking Getting Started...11-18 Film History Displaying ................................................................ 11-44 Filter Jacket. Referring Physician Request ................................ 11-82 AMICAS..... Transcription ..... 9-7.........11-18 Modality.. A-7 UserName.. Schedule ...............8-4 First Name Field Add/Edit Referring Physician ..... 4-59............. 11-61 Checking Out ............................................... 4-26...... Patient Request................ 9-9...................................... Scheduling ................. 8-6 Resource.. Report Review .......... Staff Member Request .............. 4-27........... 11-83........... 4-20 Status..................... 4-39........... 9-26 Time ............. 11-81... 11-26 Requested By........... 11-39........................ 9-40 I-9 ............. 11-42.......... 7-67 View...................................................................... Dictation ................................................. 4-50 Time.............6-18 Film Reports...........11-19 Filtering Patient....................................................... 11-21........ 11-53 Checking Out to Patient ..............................................11-32 Film Site Search Window............ 11-60 Checking Out to Film Site .......................... 467............ 4-32 Zip Code......... 4-36 Return Date .................. 11-88 Accessing................................. 9-11...... 4-59... 9-28.. 11-13 Adding Note....................................................................................................................... Inc....................11-14 Clearing.......................... Schedule ................... 10-3 Status..........11-18 Find Button Schedule4-26................ 4-63 Show......... 2-3 Value .................... 10-3 Type........ 11-42............. 9-27 Subject .................. 11-31 Requested By....... 11-49 Checking Out to RadConnect User.......................................... 11-22.. Template Search Window ................................ 1146.............................................................11-82 Film Information Entering.....11-34................ 11-33............................. 4-42 Field.......... 4-55..... 11-73 Search by Exam Code or Keyword 4-13........ Tech Entry ................................. 6-18 Type. 6-6 Tech Username............................ 11-27 Requested Date ............... Message ...... 11-82....... 11-58 Files Button Patient File ............... 9-7................... 11-84 Film History View .8-6 Report Review . 11-59 Checking In ......................................... 4-64............. 11-61 Film Filtering Options ........ 11-51 Checking Out to Location......................6-18 Film List.................... 11-49 Comment.......11-21 Selecting ....................................4-13 Patients............. 4-43 No history records for this selection......... Transcription ...................... 9-53 Status.... 10-3 Resource........................................ 9-26 User....................... 7-28 Status............................. 11-55 Checking Out to Guarantor ...... Scheduling .............9-58..............4-3 Finding Field Save A Report............................. Transcription .......................................................... 11-81 Understanding.................................... 4-50 Resource. Report Review..... 7-48 Status............................... Modality............................ 4-64.......4-20 Foot Pedal.................11-21 Understanding.... 7-28 Start Date .... Add/Edit Policies ...................... Location Request ........................11-15 Film Quantity Field ............... A-4........... Proprietary and Confidential Requesting..... Date of Return.............. 4-48........... Transcription ............ 4-49................................................................ 11-69...11-80 Film History ............ 6-6 Template.................Event Group Members Window1183 Film History Button..... 9-23..11-15 Film Overview ........................11-86 Running............ 11-42.............. Dictation....11-86 Film Site Request Entering.......................................................9-27 Filtering Options Film ............... Report Review ............... Guarantor Request.............. 9-7 Special Program Code .......................................... 11-62................... 11-81............. RadConnect RIS Login Page.........10-2 Transcription ...............11-14 Film Page11-16............... 11-63... 11-85 Film History Page.....Vision Series RIS Portal User’s Guide Index Requested By... 6-3 Resource.. Report Review ........... 8-6 Status... A-8 Tech Password ..... Est........................ 11-58 Resource..............4-11 Follow Up Code Field ......... 4-21... 4-55.............. 10-3 Show................... Schedule................. 9-7 Resources ......... 11-29 Requested By. 9-11.. New Normal Document......... End Procedures ... 5-41 Find Patient Field Dictation .. 11-18...11-14 Film............................... 11-22......................... Template Search Window9-9................ 11-44........... Service Date.......... 4-67 Transcription Date........................................... 11-38.. 9-28 Finding Exam.... or Jacket Selecting ...... 11-24 Requested By..................... Physician Office Parameters ...... 11-20................ 11-39................. 7-11 Film..............9-43 Finish Button Adjusting Input Level ..............

..... A-1 No New Messages..... 11-87 Footer Field Add/Edit Template...........................................7-51 Insurance Data Entering................... 11-79 Displaying..........................................................7-36 Insurance Carrier New Documents Complete Button ................................................. Normal Button ................................................ 7-43 Insured Search Field............ 9-30. 9-13 Force Button.................................. 11-72.............8-3 Input Level Window............................... 5-23 Guarantor Request Entering............................................ 11-74.................................................................................................... 5-21 Create New .......................................8-22 Insert Normal Button ...........4-21 Inactivate Button ............. 5-24 Global Type Professional..... 7-52 Foreign Film ............ 9-40 Footer ... 10-3 New Messages or Messages..........9-13 Homepage................7-46 Inactive Template.........9-36 Insurance Carrier Data Window... 11-38 Fulfilling Request...................... 4-20 Free Text 2 Field ........................................ 11-75............................. Inc................. Proprietary and Confidential Search Results... 9-35...........................7-46 Viewing ..................................... 1-2 Fulfill Checkout Link ............... 7-31..... 8-13 Out Guide .................................9-36 Inserting Comment.................................4-21 Warning Message .................................................................................9-37 Normals................. 11-14 Global Service Type............... 8-10................................. 11-52 Hardware Digital Dictation .................................. 11-71 Foreign Film Icon ........... 9-11 Report Section ......................................7-30 Insured Search Window.......... 4-20 Freeform Response ......... 1177....2-2 General System Workstation Reqs...1-1 I-10 .2-1 Transcription/Physician Rev..................................................... 4-28....... 4-32 Front Desk Scheduler Role .......................................................................................... 7-42 Introduction Vision Series RIS ........................................................................9-25 Indicating Stat Request ....................... 7-28 Guarantor Adding New . 11-41 Delete.................... 9-40 Rewind ................................................................................................................................... Reports Page .............10-8 Comment........ 9-40 Play ............11-16 Unlocked Report ...... 5-20 Relation to Patient........................ 9-30....4-24 Icon Check Out ..................................................................................................................................... 9-40 Listening to Dictation......................... Policies .......................................... 7-50.................................11-23 Input Level Adjusting ............................. 5-18 No Match Found........ 11-16 Foreign Film Page9-56............................................................................... 4-65 Forcing Appointments . 8-2 Film Tracking.......................................................................................................................2-3 ICD-9 codes ................................................ 4-62 Foreign Film Submitting ............................................ 11-71 Foreign Films Entering ................. 2-1 Generating Normal Reports .............................................................. 10-3 Warning............. A-1 Request...... 5-14.......5-15 Specifying . 4-32 Group Number Field........5-16 Search Window.................................. 5-20 Editing Information ................ 11-38 Fullfill Checkout Link .... 7-28........................... 10-6 Free Form Field....................................................................... 7-29........................11-87 Header Field ................................................................ 11-41 Fulfilling Request ........... 11-16.............. 11-88 Generating Normal Report Message .............................................................2-2 Header .. 4-37 Go to Field Schedule ..............................11-29 Guarantor Search Window ............. 11-79 Foreign Film Button.......... 4-35 Frequency Field .............9-11 Report Section ...................... 5-24 Go Button Schedule ...................................................................................................................................................................................4-43 Insured Information ......... 11-30.....................7-46 Inactive Patient Policies............11-16 Locked Report........................................ 7-67 Free Text 1 Field ..................................................................................................................................... 11-82 Gen........5-21 Guarantor Name Field .............................................7-51 Insurance Carrier New Documents Window......................... 5-16 AMICAS................................................................................. 8-14 Getting Started Dictation ............................................................... Vision Series RIS Saving ............................................ Workstation ....Vision Series RIS Portal User’s Guide Index Fast Forward .................7-44 Insured Name Field............ 11-87 Patient File Report ................... 11-67 Formatting Toolbar..........................5-14 Guarantor Info Window........................................ Report Review....................... 8-14 General System Workstations......... 7-41 Insured Party Info Window...........

.......................................................8-9 Microphone Settings Window ..................... A-11 Generating Normal Report.. 10-12 Selecting a Patient .................. 9-13 Link Add Note ..............................................................................................7-69 Message Deleting..................... Inc.......View Window............................ A-5 Message Type Field New Normal Document.....................8-5 Dictate Button ................................ A-2 You are already logged in to the PowerScribe server ............... 9-58 Jacket Filter ............................................................................... 11-31..........5-34 Logout Button.............................................................................. 11-31 Location Search Window ..............8-14 No history records for this selection.................................................... 11-61 Jacket Field ........................... Film .... 11-48 Report Review............................................ 11-82 Fulfill Checkout......................... 10-3 Schedule ..........8-2 Tech Entry........ 8-6 Location Request Entering ................................................ 9-41 Jump to End Button Control Panel ........... 4-9.....................8-3 Microphone Level Adjusting ............. 11-72 Location Field Checkout Details ............... 11-54 Location Settings Button ........................................................... Proprietary and Confidential Dictation ......................................... A-11 Using...................... 9-26 Transcription........................ A-1 Microphone Adjusting Settings ..............9-53 Messages No New Messages Icon..... 10-3 Logging In AMICAS...................... 4-18 Locked Report Icon ... 11-55 Foreign Film Page.......................... 10-6 Listen Microphone Control Panel... 9-11 Template Search Window .................................................8-8 Unknown device not supported Message......8-2 Microphone Level Indicator..........7-28 Merge Button .............................................. 9-41 Listening Dictation with Foot Pedal . 9-7............................ Foreign Film Page ............ 11-40 Jacket Selecting..... 9-45 Member Number Field ....... 8-16 Microphone Settings ... 11-46 Film 11-27.............................. 11-86 Delete Request ..... 11-85 Complete.7-70 Merging Patient File ...................................9-44 Mammography Button . 11-15................................................................. 9-45 Mammography Window ...........8-9 Microphone Input Level Wizard ..8-2 Message Center Accessing.................................................. 9-27 Location List Box Dictation ............................... 9-30............................2-5 Mammography Setting Assessment Field ................................... 10-6 Location Entering...................... 8-7 Jacket Option ...............................................8-21 Buttons...............11-82 Printing. A-1........... 9-23.........................2-2 Logging Out Vision Series RIS ...................... 11-33................ 9-58 Foreign Film Page................................................................... 11-87 Last Name Field Add/Edit Referring Physician ............. 9-30.................................. 9-44............................................................................................................. 11-18 Jacket Number Bar Codes .... A-4 Teaching File Inserted .............. 11-51....... 11-20.................................... 11-31. 11-18 Jump to Beginning Button Control Panel ...... 8-15...................8-21 Modality I-11 ...................................................................... 11-18 Jacket View ...........................................6-6 Vision Series RIS ........................... A-1 Message Center ........ 9-40.....................7-69 Merge Records Page.....8-7 Microphone Button..... 11-64 Checking Out .....6-6 Technologist.................................................10-11 Power USB microphone found Message.............................................................................. 11-43................................. 4-50........................................................ 4-48............................................. 11-82 Listen Button ............................................................................................10-8 Viewing ...... 4-32............Vision Series RIS Portal User’s Guide Index Item Checking In........................................................... 10-11.................... 11-54................. 5-37 Tech Entry .... 6-3 Template Search.................... New Note Window .............................................................................................. A-1 Exiting ...................... A-5............................................ 11-41............. 9-41 Last Report Section ................................................................ A-3 Message Center Window......... 9-40 Dictation with Mouse ...........2-5 Logging Payments .......... A-11 Message Center.. A-11 Message Field...... A-4 Message Center ........8-7 Save Button .............. 9-15 Letterhead ........................ 11-72 Referring Physician Search. 11-53........Reply Window .... A-3 Replying .............................................................................................. 4-11 Lay Letter Definition Window .... 9-11 Letterhead Field Add/Edit Template.......................... 9-40 Voice Files.............

....... 9-53 Note Adding.................................. 11-61 Modality Filter.......................................................10-10 Edit Comment............. 11-69 New Patient Button ........ Transcription ............................ 11-36........... 9-36........ A-5 New Message Window......................................... Patient Files .................................................................................10-10 Delete Comment.................................... 9-48...........11-27.............5-24 Outside Reads Transcribing ...............................4-70 Option Create Add......................... 7-2 New Patient Policies Adding ..... 9-33........................................................ 9-56 Overview Check In/Out ...................................... 11-70 Message Center..........................................8-16 Open Time Button..... 7-2 Creating...............................................................9-31..................4-71 Opening Patient File ...................Vision Series RIS Portal User’s Guide Index Selecting.......................... 9-34 New Referring Physician Adding ............................. 9-50............................................................................. A-5 New Messages or Messages Icon ................................9-31 Create New Report .. 11-59................................ Proprietary and Confidential Generating .... 11-27....................................... 5-39 No Show Reason Window ..................... 4-31 Monkey Chatter....8-1 Film ... 11-20..............9-31 Delete Comment......................................................................... Report Review ....3-1 I-12 ........11-87 Outside Read Service Type......................11-86 Number of Films Field... 11-72 Entering.....................................................................9-56 Outside Reads Button.... A-10 Patient Files.... 11-50........ 8-16.............................................................................. 11-48 Schedule ................................. Transcription ...9-39 Jacket..8-5 Report Review ..................................................................... of Copies Field............. 9-8............................11-14 Patient File .............5-39 Reschedule Visit Reason Window...................... 9-51 Normalize Playback Volume.... 9-40 Name Field ........................... 9-8... 4-19 Normal Creating.. 9-58..................................................................... 2-4 New Button Distribution Page................... 11-51............ 11-18 Modality View ..............10-1 Scheduling ............ 11-17...... 11-47......... 11-63 Checkout Details ..................4-8 Orientation ....................... 7-35 No Matches Found.. 8-22........5-2 Dictaphone... 5-39 No.................................... A-6............ 11-85 New Patient Adding.... 9-62 No history records for this selection......................... 11-19 Modifier Section End Procedure Window .. 4-10 New Referring Physician Button .................. 9-51 New Note Window................................. to Selected Report................................................. 11-25.............8-5 Dictation ......................10-5 Normal Search Window .........................................................................4-2 Tech Entry......................................................... 4-71 Navigating Vision Series RIS ..... Patient Searching............... 7-24 New Physician Information Window......................................11-74 On/Off Mode .....................................................................................8-22 Other Reason Field No Show Reason ...............................................................................6-2 Transcription .................................................................. A-8 New Messages Sending ................................................................11-18 Revise Existing Report ............................8-15... 7-66 Message................ 11-52 Referring Physician Search...... 11-46 Film 11-17.........................11-18 Modality... 11-63 New Note Window ........ A-1 New Normal Document Window .................................7-11 Schedule Time ....11-18 Edit Comment ............... Inc...................................8-22 Normals Inserting ..................8-13 Normal Reviewing All.......9-39 DOS .... 11-19 Modality Option ...... Field .......9-36 Normals Button .........................................................9-2 Work Queue...................................................................... 11-36.................... 11-82 No match found......................................................................................... 7-31 No Show Button ...1-1 Power Mic .................. Film ................................. 8-17...................................................... 11-59 Notes Field Film ................... 6-19 Modifiers Adding ...... 11-69 No Matches Plan Search.................................................................... 4-10 Next Button Reports Window............... 11-29....... 6-19 Modifying Appointment Book View ........................ 8-14........... 11-49......................... 9-50 Normal Reports AMICAS...........7-2 Portal..........................................................7-18 Out Guide Generating ...... 4-69............... 4-8.....9-31 Order No........................................... 8-24 Dictating a Report ..........4-70 Open Time Window ............................................. 8-21 Mouse Listening to Dictation...........

....5-25 Verifying Info..............10-2.... 7-43 Insured Search Window....... 7-49... 8-18 End Procedure Window ........ 7-50..... 11-21 Film.......... 11-46.............7-51 Plan Search Window............ 11-14 Add/Edit Template..............7-2 Searching for and Selecting.............Vision Series RIS Portal User’s Guide Index Page Accessing Film ...... 6-1 Transcription............................. 11-22 Schedule .......... 9-6.................................... 11-38.... Exam Details Page ...........7-34 I-13 .................. Proprietary and Confidential List by Location ..... Displaying...............7-31 Opening ....................... 5-7. 11-84 Film......................................... Physician Search......751 Insured Party Info Window... 11-74.... 11-62.. 7-24........... 5-4 Comments...... 10-10 Reports.......................... 5-25.............................................................. 5-25 Visit Info.. 4-50........................7-52 Entering Auth.................................... 7-22 Patient File . 5-25. 4-60.................. 11-72........5-6 Patient Demographics Page .......7-33 Viewing Details about Patient Policies........ 9-57 Dictation ..............7-53 Add/Edit Policies Window ..... 11-18.. 11-60 Comments.......7-14 Deleting Visit Policy . 11-88 Film History .................. 9-1............................................................................ 11-22......... 11-75.............. 7-14......... 11-46..7-29 Merge Button ....................... 9-38............... 753 Weekly View...7-29 Inactivate Button ............. Film ............................................. 9-27 Verifying Information. 11-63 Check In/Out ........... 7-46.....7-41 Entering Accident Information.........4-41...........5-10 Verifying Information ......................................................5-6.......... 7-52 Policies............... Exam Code Added ... 9-22...........6-4 Removing No Show ..................7-21 Accessing Visit Info Page ............ 8-6.....7-47 Searching for a Plan ......................7-37 Submitting New Policy ... 9-10............................ Film ...................... 9-27 AMICAS...................................................... 11-79 Merge Records............... Check In/Out....7-44 Appointment Info Page ........ 7-57.... Transcription.11-67 Selecting. 5-29 Post Payment Information............................9-27 Verifying Info............... 7-15..... 4-26......................... 11-69........... 7-5 Schedule View ....... 4-68 Appointment Info ..... and Pre-Cert Numbers............ 4-39 Tech Entry ........... 9-7.......5-6... Inc.................................... 7-23...... 9-10............................................................................. 5-2.......... 5-37........... 4-37 Password Vision Series RIS .. 5-16........ 7-6.............................. 5-17......... Exam Details............................. 7-4......... 11-15 Foreign Film 9-56.7-69 No Matches Found........................... Clearing .. 5-38 Check Out Details.7-70 Merging ..... 9-8.. 7-68 Check In ............... 5-35 Exam List.. 4-65........... 7-23 Post Payment Info........................ 11-71.. 5-36 Filtering.......... 11-16........7-52 Editing Policy Information ........... 458...................................................7-49 Setting a Policy to Inactive...5-38 Searching for........................ 7-37 Add/Edit Policies Window..........4-3 Patient File Accessing Policies Page from Patient File Page....... 7-1......................... 10-5.7-23 Policy Details ................................ 534................................................................. 11-35.. 4-48... 5-6.......6-3 List by Resource .. 7-19 Changing Demographics .... 8-1............................7-50 Entering Policyholder Name .... 5-22. 11-21..........4-3 Selecting Existing...........7-2 Patient Demographics Page ...... 4-62............ 11-67 Selecting..................4-6...................................................................... 11-81..... 11-77....... 7-23........... 6-6 Film 11-13....... Schedule........... Policies Page .. 925.......7-23 Plan Document Button ... 11-37 Request Details..... Understanding .11-23.................. Submitting Changes....... 7-8...........7-69 Merge Records ................. 7-16......................................................... Scheduling......7-46 Setting Default Policies... 7-16...................... 7-18 Appt Flow . 7-31.......... 7-18 Cancel Visit Reason Window..... 11-63 Check In...... 11-62 Check In....... 5-37................................... Displaying .. Check In/Out 5-2 Searching for and Selecting......7-41 Editing Policyholder Information ......... 6-18 Exam Details ........... Visit Info Page.............................. 5-36 Ref..................... Displaying .....................5-6 Verifying Information. 5-20.....7-15........................... 7-2. 5-1........7-22 Patient Policies .......... 7-51 Reactivating Policy............... 4-54........ Overview....................... 11-46 Checkout Details ....7-26 Policies Page Overview ...................... 11-16...7-25 Selecting Visit Policy.................... 5-26........7-11 Overview ........................7-46 Insurance Carrier New Documents Window................ 5-12 Report Review...... 7-21 Policies .................. 4-55. 7-36 Demographics .................................... 4-22................ 9-12 Appointment Book4-52.. 11-42............................ Transcription ...9-37....... 7-70 Patient Demographics.......7-22 Patient Field Schedule ......5-5...... 4-44 Confirmation ..... 4-66.......... 9-62 Request Details....... 2-2 Patient Checking In ..................... 5-10...........................................

5-5................. 4-12....... 7-34 Patient Request Entering . A-9....7-23 Policy Reactivating ..................... 11-16 Film.......... A-10 Film. 749.......................................... 5-37.........................5-9 Plan Search Window ..................................2-5 Post Payment Information Page ........ 7-46 Viewing Patient History ..............................8-22 Foot Pedal............ 7-2 Patient Files Window...........................7-52 Accident Type Field ...7-47 Submitting New................................................................................................................................. 11-77 Physician Information Patient File Report ............................................................. 7-39 Inactive ........ Deleting Exams ....5-26 Exam Code Added.................................... A-3 Patient Policies Editing .......................7-40 Specifying ................................................................... 5-13 Removing ..............................11-89 Plan Search Field Check In/Out ............................ 7-69...................... 9-33 Physician Office Parameters Editing ...8-21 Playback Volume ......................... 9-58 Patient Search Window........................ 7-4 Viewing Plan Document ...........................11-89 Plan Patient File Report Section............................................................................................................................ 4-19 Physician Practice Searching for and Adding..................................................... 4-14 Physician Practice Search Window ......................... 11-89 Top Section ..5-8 Policies Page 4-42..................... 5-11 Deleting .................................. Proprietary and Confidential No Matches.................5-29 Power Mic Overview .......7-52 Overview .............................................9-40 Play Button Control Panel ............................................ 11-89 Patient File Tab ............................... 11-68.......................................................... 7-26..................................................7-41 Policyholder Name Entering...8-5 I-14 ................. 7-50.....5-8 Plan Information Patient File Report Section ................. 5-7.................................. 7-54 Viewing Inactive Patient Policies .......... 9-56..................... 9-60............................... 7-4 Patients Adding to Wait List ..... 11-89 Generating... 7-21 Patient File Report .......... Plan Information.............................................................................................. 9-57...................2-4 Overview ..............................................................................................9-41 Playback Speed .................................................... 7-25 Plan Document Viewing ....................................................... Editing..............................................................8-21 Policies Add/Edit Policies Window ...... A-8 Message Center...................................................... 7-10 Payment Method Field ............................... 7-6.......7-28 Policyholder Adding New.........................................7-35 Search Results.......7-31 Policyholder Information Editing ...... 11-78 Plan AMICAS.......................................................................... 7-46 Viewing Details.................................................................. 11-86 Bottom Section............... 7-46.........................7-33 Policy Details ....................................................................................... 7-52 Accident Date Field..... 7-4........... 11-89 Exam Information ................... 5-9....................7-52 Accident State Field .....4-3........7-28 Policy Number Field....... 7-35 Play Audio Tone......... 4-15 Physicians Field .....Vision Series RIS Portal User’s Guide Index Viewing Exam Details .......................... 11-79 Searching ........................... 7-51 Plan Field Add/Edit Policies ... 7-50 Visit Policies .......... 11-26 Patient Search Field Film......................................... Inc................................... 7-46.....................7-25 Check In/Out ................... 4-17 Physician PMIS Field ..5-9 Searching for................ 5-34 Payments Logging............................. 11-17 Patient Searching No match found...................................................................................7-29 Portal Access ..5-9 Plan Search Results ............... 11-70 Patient Name Field Message Center.........................................1-1 Portal Button ................................. 11-15 Foreign Film Page......... 5-34 Adding................................................... 11-77 Selecting................................................................... 11-89 Physician Name Field ..............................................7-50 Plan Document Button . 5-25....... 5-6............. 11-69 Patient Visit History Viewing............................ 5-34 Physician Adding ...........................7-2............ 11-88 Physician Information..............................................................7-52 Delete Icon................ 7-23.................7-51 Policy Information Editing ........................................................................................................... 5-8............................... 7-23 Patient File Page.................................................. 7-35............................

............................. 5-36..... 4-35 AMICAS..................... 9-52 Procedure Code Window 8-7...........................................9-43 Transcription ..... 4-43 Pt.................................. 4-61.................. 5-37 Recipient Field .... 7-65 Print Options Window.......11-24 Referring Physician Search Window 4-7................................................. Relation To Guarantor Field 5-16.................................................................... 4-9.1-2 Radiologist Field Dictation ...................................5-38 Physician..... 7-33................. Foreign Film Page.....................................................................................................Vision Series RIS Portal User’s Guide Index Power USB microphone found...11-79 I-15 ........... 9-36 Transcription.......................................... 11-89 Questionnaire ...............7-35 Reject Button ...................................... 8-13....................................8-6 Report Review ......................... 4-10....................................................... Routers............................ 4-57.......................................................................................................4-53. 5-17........... 4-36 Transcription Report.......... and Other Items ......7-27 Radio Button Revise Existing Report . 7-65 Message..................... Proprietary and Confidential Response............................................................................................. 4-15 Practice Name Physician Practice Search .................................... Relation to Insured Field....................... 11-25 Referring....... 11-58..... 5-19........ 9-11 Print Transcription.................................... 4-52 Check In/Out .... 11-88......10-11 Release Date Field .................................... 4-15 Pre-Cert No.....4-35 Questionnaire Button ............. 7-44 Quality Field ... 8-10 Professional Service Type ....................................... 8-1 Practice Field Physician Practice Search ..............11-77 Referring Physician Field. 8-10 Preliminary Result Template ........... 7-19 Film ....................... 4-50 Transcription Report..................7-28 Release Signed Checkbox .................7-35 Quick Plan Registration ......... 5-24 Protocol Comment..................................................................10-3 Reports Window.11-47 Selecting............................................ 8-10 Priority Field Save A Report.......10-7 Rank Field................. 4-19 Printing Arrival Notif........ 934......................................... 6-19 Questionnaire Completing ..4-35 Quick Plan Registration...................................................................9-30 Registration Quick Plan............................. 4-35 Freeform Response ......................................................................................................................... 8-9 Questionnaire Window... A-3 Patient Files.....................11-48 Refresh Reports Button ........................................11-79 Removing Exam Code............ 7-65 Prior Procedures and Reports Viewing..................................... 7-9..... 8-24 Procedures Field Dictation ......................................... Physician Search Window ............................................................... 11-89 Message............ 8-7 PowerMic Exploring ....... 9-43 Procedure Code Field Film.................9-61 Referring Physician Checking Out Film ...........10-11 Rejecting Report ..........................9-7 Transfer Report0 Window....... 11-36..7-7 Reschedule Visit Reason Window.......................... A-3 Print Options Window. Physician Search Window................................11-46 Ref....................................................................................................................................................................................................................9-32 Save A Report.........................................7-28 Remove Button Exam Search .. 5-35 Choose Distribution Report Printer ...................... Foreign Film ...............11-77 No Show Patients ......... 11-85 No Show Reason Window .........................11-77 Referring Physician Search . 8-9... 5-22 Pt............................................... 5-35 Film Page ............4-6 Referring Physician Request Entering.............. 11-88............................................................................. 814.. 11-90 Print Report Checkbox ....... 5-41....7-47 Reason Field Cancel Visit Reason Window.............................7-67 Message Center................................................................................. 4-35 Predefined Response..................................... 4-35 Date Response ........................................ 8-12 Print Button Appointment Book. 4-53 Schedule .................................. 8-5 PowerScribe.... 4-35 Example Screen................ 8-10............... Inc..........................7-28 Reactivating Policy ........ 7-17 Schedule ............ 7-50 Predefined Reponse ..............................9-48 Radiologist Role................ 4-35 Preliminary Button.... 4-36............................................... 11-85 Normal Search Window ....... A-6 Recipient Information Recipient Entering..................5-39 Reschedule Reason Window.......................... Field ..

......10-2 Transcription ...................6-3 Transcription .................................. 10-10 Find Patient Field ................... 10-5 Review Button..... 11-57 Requested By Field AMICAS................................ 11-34 Request Details Page .......................... 11-41.......... 7-65 Report Detail Reviewing.............11-73 Review Report .................... 10-1 Adding Voice File During Review..............................4-70 Reschedule Visit Reason...... 10-5.............................................................................Vision Series RIS Portal User’s Guide Index Reply Button Message..................... 10-10 Cancelling............................ 9-31................... 11-51..................................... 9-41 Skipping............................. 11-63.............. 11-37 Request Icon ............................................................7-17 Patient File ..........4-56 Reschedule Visit Reason Window........................................................... 11-85 Film Site Request..........11-29 Location Request ...... Foreign Film Page ...........................7-16 Appointment.............................................................................................................................................................................. 4-50 Tech Entry............ 10-11 Reviewing Specific ................ 11-34....................... 11-55............... 10-8................................................... 9-63 Dictating ...................................................... 11-57............................................................. 11-73 Entering... 10-6 Report Review Page ..... 11-53........... 8-14 Displaying........................................................................ 9-46 Report Detail Window ........9-2 Reschedule Button........................................................................... 10-12 Creating Addendums ...............10-4 Revise Existing Report I-16 ...................................................................................................10-5 Normal Reports All....................................................................... 10-2 Report Review Window. 9-32 Rejecting .............7-6 Reschedule Existing Visits........................................................... 9-46 Report Review... 11-43 Submitting .............. 5-40 Rescheduling Appointment..... 11-49...................................................................... 10-10 Report Review Requirements ................ 11-58 Requested Item Selecting ...................11-31 Patient Request ...11-24 Requirements Client Workstation....... 11-23 Request Date Field Entering ....................... Appointment Info ......... A-4 Report Approving ..................................................................................................2-1 Report Review ...................................... 2-1 Request Deleting ............ Patient File................ 10-4 Sample .................................................................... 4-48....................11-63 Checkout Details................... 11-87 Last.....11-23................................................................................ 7-17 Schedule ................................................ Client Workstation..9-7 Resources Field .................................... 8-5........................ 9-28 Reqs...................... 10-4...................................................8-6 Report Review ................ 11-38.....4-53 Check In/Out .............. Report Review Page ............................10-2....................................... 10-10 Edit Comment .. Inc.......... 10-5 Review All Normal Button ....8-2 General System Workstations ..................... 9-58.4-34 Resource Field Dictation ..................................................10-1 Review All Button.10-4 Reviewing All Reports ...................................4-36 Return Date Field..................................................................... 11-87 Header......................... 4-61... 10-2 Report Review Tab ................... 9-62 Reports Window................ 9-31.............................. 10-12 Report Review Document Window ........9-37....................11-27 Requested Date Field ................... 9-47 Report Details Button ......4-53 Appointment Info.................... 10-4 Reports Page ................. 10-2 Overview ...........11-46 Film 11-47...........................................................7-6 Rescheduling Appointment Appointment Book...........................................................................9-29.......................................................................... 9-38................... 9-44 Transcription.............. 10-11 Approve Button ...................... 10-12 Report Section Footer .......................... 10-7 Report Button ...............11-26 Referring Physician Request ................................11-32 Guarantor Request ............................. 11-87 Reports Selecting.. 10-11 Transcribing................................................... Proprietary and Confidential Check In Page ..........................................................2-1 Dictation ................................ 10-10 Deleting ............ 11-41 Requesting Film ..... 11-16 Requested and Return Date Entering .................................. 10-12 Delete Comment ........... 11-35......................10-3 Schedule ..5-39 Reset Filter Button ..................................... 9-39 Transferring ............ 9-35 Saving and Completing ................... 10-4.................................. 9-34 Entering Data ... 7-6............................................................11-21 Requestor Information Entering.............................. 11-62........... 11-37 Request Button ..... 10-1 Report Review Completing .....10-5 Report Detail ............11-24 Staff Member Request..................9-46 Specific Report.........

4-13 Searching for and Selecting Exams....................... Book ...... 4-67 Tab .......................4-42 Printing the Schedule...... Inc.............................................................. 4-62.......7-5 Assigning Diagnosis.. 9-48........................5-37 Weekly View Page .......................................................................... 4-54..............................4-70 Overview .................... 4-30 Appointment Selection.............. 8-8....4-52.........4-37 Weekly View Tab .......4-13 Searching for and Selecting Patient................. 4-31 Appointment Book Window .. 8-24............... 8-24 Saving Report................... Physician Search Window..................4-2 Policies.................... 8-15.................. 8-22..... 4-49...........................4-22 Extend Exam Duration .........................................................11-18 Ref................................. 8-16. Weekly View .........................4-35 Reschedule Visit Reason.................... 4-62 Viewing............................7-15 Appointment......................................... 4-26......................................................... 4-38 Schedule Confirmation Window ..4-45 Questionnaire Completion ..4-45 Comment Added .................................. 4-66.......................................4-40 Search by Exam Code or Keyword..................................... 4-26....................4-22 Force Button ............................ 9-12..................4-6 Exam Warnings..........................................................4-30 Appointment Book......5-2 Setting Appt.. 4-26.................................... with Appt......... 7-5 Weekly View.................. 4-1 Adding Comment .... 8-17......... 4-60..... 9-40 Rewind Button... 4-43 Day Field4-25................................ 10-4 Control Panel .............. 4-34 Appointment Info ...........................4-32 Entering Demographics ....... 4-50.....................4-58 Comment .... 8-20.......................... 7-16 Patient File Page........ 4-59............................. 1-2 Front Desk Scheduler ...........4-37 Scheduling a Patient Work Queue....................... Appointment Info ...................................................... 8-7 Schedule Comment.................................................................... 4-54.......... Check In/Out .................................................................... 4-48 Schedule Button Appointment Book...........4-39 Schedule View Tab ......4-3 Drag and Drop .......... 4-50 Time slot not available .4-71 Comment ....4-24 Block Time Window .... 4-63 I-17 ............................ 4-58............. 1-2 Transcriptionist....................... 4-40 Scheduling ................................ Comments Window.4-69 Blocking Time ................................................................. 9-41 Vision Series RIS Homepage................... 7-5 Schedule Tab ...................4-71 Opening Time ........................ 4-48....... Patient Files........................... 421.............4-46 Comments Window............. 4-36 AMICAS................... 4-43 Adding Patients to Wait List ...3-3 Screen Tip Appointment.....................4-61 Cancelling Appointments........................................................ 4-22................ 4-53 Appointment Screen Tip............ 9-31 Rewind Foot Pedal .. 4-51....Vision Series RIS Portal User’s Guide Index Radio Button ............................................................9-43....9-38 Search Button Dictation ............ Appointment Book ..................... 9-35 Save A Report Window ............. 4-39 Schedule View Tab .............................................9-61 Template Search Window......... 8-17....... 4-58.............4-43 Entering Visit Information. 1-2 Running Film Reports ........ 9-41 Role Administrator ... 4-38 Schedule View Page .. 1-2 Technologist........................................................................................................ 4-40 Schedule Page 4-6.........................4-38 Creating New Appointment.....8-15............................................4-41 Entering Insurance Data ..................................... 464.......4-13.............. 11-86 Sample Report ....... 4-38 Appointment Selection..............................................4-44 Confirmation Window.............................................4-2 Open Time Window ............ 9-50 Save Button Microphone..................... 4-66 Schedule View Appointment Selection ....4-25 Time Field . 2-3 Scan Button.................. 4-3.. 8-19................. 7-17 Schedule Page...........................4-21 Walk-In Patients......................................4-62 Getting Started.............................. 4-50 Viewing Warning Messages .8-8 Film Page................ 9-23 Search by Exam Code or Keyword Field...................4-69 Cancel Visit Reason Window....... 1-2 Roles and Radiology Workflow ........................................................................................................... 4-55........................ Proprietary and Confidential Appointment...................................... 4-66 Appointment Book.......................... Schedule View .................... Appointment Book ............. 4-68 Appointment Book View Modification... 8-13........................................................................................................................... 4-27 Appointment Rescheduling.............. 4-62 Schedule View Page..................4-65 Forcing Appointments ......... 8-7 Scanning a Bar Code ..... 9-48 Revise Existing Report Option ..4-50 Priority Field..... 7-6....... 1-2 Radiologist..................................................................................................

....................... 11-43 Exam Code............. 9-7 Service Date Selecting.7-46 Tech Entry Filter.. 11-67 Patient............................................................................ 8-17.......... 10-6 Start Button Adjusting Input Level ........ 9-61 Selecting Current Report Procedures ..... 5-24 Service Type Field .....9-53 Physician Office Parameters .....................7-28 Staff Member Request Entering....... 8-16..................10-3 Transcription .......... 9-31 Reports......................................7-28 Specifying Guarantor...................9-41 Stop/Play Button .........................................................................................8-6 New Normal Document..............................11-79 New Policy ............ 4-3 Physician............7-37 Policy to Inactive ..................................... 8-8 Patient........................................7-28 Start Tuning Button ...................................................................9-39 Show Field Report Review .11-37 Tab Appointment Book......................... 7-30 Referring Physician Search Window. 9-59 Insured Search Window ....... 460.............................. 8-24................ 4-14 Searching for a Patient Work Queue .............. 11-22............................................ 11-67 Patient....7-33 Request............Add/Edit Policies Window.. 5-28 Searching Exam Code................. 11-61 Service Type Outside Read .................................7-44 Foreign Film ..5-14 Policy Information .................................................. Service Date................... 4-55.............. 8-8 Patient with Mouse........7-48 Dictation ...................... 8-7 Patient.......................... Inc........................... 4-13 Exam........ Modality.................... A-11 Send Preliminary Checkbox............................ 9-27 Stop Button Control Panel ...................... Scheduling ................2-2 Special Program Code Field. Scheduling .................................... Mammography Window ......................... 5-24 Setting AMICAS......................................................................... Scheduling ................... A-5 Serial foot pedal found ................................................... 5-2 I-18 . 5-24 Professional............................................... 10-7 Subject Field .........................10-11 Software General System Workstation Reqs..................................... 8-22.............. 4-51................................ 8-8...................................................................................11-27 Staff Search Window .................................................. 11-75 Patient ................ 7-25 Searching for Exam............944 Default Policies ............................................. 11-77 Plan ........11-24 Indicating...........................10-3 Skip Button.................................... Foreign Film Page ................. 4-13 Patients......... 11-40............................................ 9-35............... 11-16 Patients.... 4-52.......6-16 Start Date Field ... Film ...... Workstation ................................ 819......Vision Series RIS Portal User’s Guide Index Search Results Exam Code....... 6-4 Film............................................................................. 3-2 Searching for and Selecting Patient Check In/Out ................................ 4-19 Sending New Messages................ 5-1................. Foreign Film Page 11-77 Report.................. 10-4................................A-4..........................2-1 Transcription/Physician Rev...... 8-12 Event .................. Report Review Page. 11-41 Visit Policy .. 5-24 Technical . 9-7..... 11-77 Referring Physician................................... or Jacket....... 11-38...............................11-23 Status Field Add/Edit Policies .. 11-50 Standard Toolbar ............................9-14 Submitting Changes............................. Existing .....8-22 Starting Exams .................................. A-5..10-11 Skipping a Report .............................. 4-3 Physician Practice...........................6-2 Shortcut Menu Comment........................................... A-8 Submit Button Add/Edit Template ........................... Report Review.......................................................................... 8-13................................ 11-75 Exam....... 11-61 Patient with Microphone............................................................. 7-2 Physician .......................4-20 Report Review ..........................................................4-50..... 5-2 Select Button Exam Search.. 11-44...................... 4-64 Check In/Out ......... Scheduling ............. 5-9.. 9-27 Patient.................... Proprietary and Confidential Assessment Field................ Transcription ............................................ 11-28...........8-3 Exam List Page...................................Dictation ............. 7-49 Send Button Message Center........................... 11-20........................................................... 10-4 Requested Item................... 9-44 Send Preliminary Results.......10-10 Comment.. Transcription ..6-16 Stat Request Checkbox ..... Tech Entry............................... Transcription..... 8-15.......................Film .

.. 9-10 Making Inactive ........5-6 Patient Information.......................................................................... 9-27 Transcription Print....................................... 6-23 End Procedure Window .................................................... 9-23.......... 9-31.................................................................... 9-25.......................9-41 Selecting .... A-1 Value Field ........................................................11-82 Jacket..........9-28 Outside Reads ..5-10 Patient Information....................................................9-30 User Field Message ....9-63 Distributing .... 10-2 Schedule .................... Visit Info Page .........1-2 Transfer Button ..................................Vision Series RIS Portal User’s Guide Index Dictation ... Workstation Hardware Requirements......................5-6 View DOS ....... 10-8 Teaching File Library.................10-7 Type Field End Procedures Page.............2-2 Transcriptionist Role..... 6-1.................................9-9......7-65 Transcription Report Page................................ 9-6.. 6-6 Overview ............. Policies Page............................... 9-27 Time Field......7-64 Deleting............. 9-7..............................11-19 View Button I-19 ...........11-19 Film History ........8-12 Transcription Report ... 9-8..................................... 926 Understanding Film History ......................... 6-2 Technical Service Type..................................................... 1-2 Technologist Login Window .9-2 Transcription Date Field Report Review .. 10-7 Teaching Files Button ................................................................................................. 9-22....................................................................... 4-39........................................... 10-7 Adding Report .............9-49 Transcription Tab ............................................................. 9-26........................................ 9-35............................................. 925.7-65 Saving and Completing............ 6-16 Technologist Login Window ............................................................................................................................................... 9-11............... 6-1................................ 4-62....................................... 6-2 Quality Field ....................................................................... 9-7...............................................................................................9-27 Transcription/Physician Rev............................................ 4-49......................... 11-18 Modality...9-39 Transcription .. 6-16 Starting Exams..................... 6-7............................. 6-8 Exam Details Page... 926 Template Search Window ...... 5-25 Exam List Page ........................10-3 Transcription Page.......... Inc................................................................................. 7-2 Policies . 4-50............................................................... 9-30...9-1 Foot Pedal.. 8-1............................................................ 9-6................... 4-37 Teaching File Inserted Message..... 4-62 Toolbar Formatting ........ 9-28................................. 6-2 Transcription......................... 4-64........................... 11-13 Patient File ............ 6-17 Entering Film Info ............................7-67 Verifying Patient Info.... 4-66 Schedule View ...... 9-22....9-2 Reports Window...... 9-27 Visit Info............................................................................................................... 4-48................................................................................... 8-6 Film..............11-80 Unlock Reports Button......... A-7 Using Message Center.. 4-55............................................................... 6-2 Start Button .................. 9-8 Editing .................................................... 5-24 Technologist Logging In..... 10-6 Top Patient File Report Section ..............................2-3 Username Search Window ................................................... 6-18 Ending Exams ......... 4-67 Time slot not available ..................2-2 Software Requirements ........ 9-35............................. 9-10.........................9-37 Transcription Reports Creating an Addendum............... 4-40 Tech Entry . 10-3 Urgent Checkbox ............. 4-42 Report Review.................................................................. 9-11.. 6-1 Adding Modifiers ..9-56 Overview ...... A-7 UserName Field ............ 6-5 Template Adding ................... 9-1................................................ 4-59.............. Proprietary and Confidential Transcribe Button.........6-18 Template Search Window.........10-7 Transferring a Report......... 6-19 Selecting Exam .................................................................... 6-6 Role ................. 4-26 Schedule ..................................... 11-15......................... 9-11.................... 9-25 Template Field Template Search Window ........... 11-89 AMICAS......................................................................................... 9-9........... 10-4 Tech Entry .................. 6-6 Login............. 9-62 Transcribing the Report ...9-30 Unlocked Report Icon ...........................................................9-29 Requirements...................................... 6-5 Type Field............9-31 Viewing and Printing .................................................................9-9... 6-18 Tech Entry Page .... 10-6 Standard............... 9-23.... 4-3................................... 7-53 Weekly View... 6-18 Exam Code Search Window ............................. 6-19 Completing ............ 6-4 Setting Filter ................................. 4-25................

... 5-6.. 7-40.. A-1......................................................................................................10-6 Report Review Window .......................... 5-17.... 8-10 Schedule .............................................................. 7-43 Insured Search.......... 7-29........................ 9-44............9-51 New Note .................... 11-88...... 7-10 Walk In Button Check In/Out ........................................11-83 Film Site Search................................ 7-69.......................................... 4-17.............. 2-3 Visit Comment................................. 4-32 View Report Button ........... 7-65 Warning Messages .. 4-27........ 4-31.... 5-37 Warning Icon ............. 4-11............... 7-4 Plan Document...................................... 2-2 Logging Out................................................................. 7-37.. 8-24 Viewing Appointment Flow .......................................... A10 Patient Search Results .... 4-34 Demographics......................................................10-8 Report Review Document........................................ 11-68...............4-69 Cancel Visit Reason........... 9-45 Message Center...5-21 Guarantor Search ...................5-39 Normal Search .......... 7-52 Voice Activated Recording .......................... 7-48 Add/Edit Referring Physician .... 4-46 Confirmation............................. 10-11 Listening to ............. 4-6 Visit Info Page ............ 4-10...................Reply ....... 4-61....................... 9-34................ 6-7........... 7-54 Inactive Patient Policies ........................ A-8 New Normal Document.................................................................. 7-31.... 7-53 Visit Policy Deleting ................................ 5-8................. 5-10...4-35 Referring Physician Search 4-7................ 4-12...... 9-34 No Show Reason .......................Event Group Members .......................... 7-50 Prior Procedures and Reports........................ 6-8 Exam Search .. 8-7... 4-8.............................. 4-66 Wait List Button .............................................View ................... 11-54 Mammography ................ 2-5 Navigation ... 4-68 Waitlist Button Appointment Page........ 2-4 Portal Overview............A-6........... 11-25..... 4-15 Plan Search .................... 8-14...................................................................................7-46 Patient Search ................................................ 8-21 Window Activate Template ................... 1-1 Vision Series RIS Homepage Saving . 8-14............................. 8-11...... 9-36..................................................................7-51 Insured Party Info.... 4-44...................................11-85 New Physician Information ........ 11-48 Report Detail ............................. 7-46 Message.................................... 824 Questionnaire................................... A-5....................7-24......... 5-16. 4-18 Physician Practice Search ........... 8-10............................... 7-29...........................................4-71 Patient Files ...9-59 Exam Search Window..........................10-12 I-20 ........................................... 11-52 Input Level ...............................8-22 Insurance Carrier Data .............................. 4-36 Weekly View Page .. 7-28........... 4-27... Schedule.................. 8-13.................................... 8-22 Voice File Adding During Review... Foreign Film Page ........ 11-33. 11-30..................4-23 Exam Code Search...................... 4-21 Warning Messages Viewing......... 5-20..................................... 4-43 Entering Visit Information ................. 11-31.............. 4-21 Vision Series RIS Getting Started ....... 4-21 Weekly View Appointment Selection ...................................... 4-37 Winding Speed........ 5-22.............................. 5-37 Walk-In Patients Scheduling..................................................................... 4-37 Weekly View Tab ............4-3.................................................8-21 New Message .. 5-36................ Inc..... 4-41 Diagnosis Code................ 8-9................................... 961...... A-11 Message Center ...............Vision Series RIS Portal User’s Guide Index Message Center........... 7-19 Comments............. A-3 Microphone Settings ... 9-57..... 7-42 Location Search . 4-29 Block Time ........ 9-33.. Film..6-18 Enter New Duration Time ........................................... 11-56 Guarantor Info.................................................... 11-90 Procedure Code..... 10-6 Wait List Adding Patients .... 7-53 Accessing ..... 7-8............................ A-2 View Field Schedule .................... 4-5........... 9-51 Open Time ... 7-68 Details about Patient Policies........................4-4 Patient Search................................. Proprietary and Confidential Add/Edit Policies ......4-24 End Procedure ... 2-1 Introduction......1176 Film History ............................ 1-1 Logging In...................7-36 Insurance Carrier New Documents...................... 4-18 Appointment Book................ A-2 Patient Visit History ................. 5-15. 4-48 Transcription Report........... 7-35 Print Options ........................... 7-34 Exam Details ............... 9-24 AMICAS...............11-17 Physician Office Parameters .... A-4 Message Center ...............9-47 Report Review ............. A-9........ 7-26.......................................................

.....3-3 Searching for a Patient ....................... 3-8 Editing an Order............................. 4-48 Schedule Confirmation................... 11-28................ 8-3 Word 2003 Configuring AutoCorrect Options ........ 9-31............................................................................................ 9-2 Word 2007 Configuring AutoCorrect Options ........... 9-26.......................... 7-6. 9-29...................................... 9-50 Schedule ........... A-7 Wizard Microphone Input Level............................. 11-50 Technologist Login ......9-43........................ 9-4 Work Queue ....3-2 Work Queue Page ... 4-38. 3-1 Cancelling an Order ..........3-1 Scheduling a Patient ....2-2 Workstations General System .. 9-22..........................3-1 Workflow Radiology ............................. 6-5 Template Search. 9-27 Username Search ............................3-4 Overview ...... ....................... 7-17 Save A Report.....................2-4 Workflow..............................9-28.....1-2 Workstation Transcription/Physician Rev....... 3-7 Deleting an Order................................1-2 Roles..............................2-1 You are already logged in to the PowerScribe server Message .................... 9-25... 5-40......4-42 AMICAS.......................................................Vision Series RIS Portal User’s Guide Index Reports... 9-48...........1-2 Workflow Button.......... Proprietary and Confidential I-21 ................................................. 4-40 Staff Search........................................ Inc..... 9-44 Reschedule Visit Reason 4-61......................... 9-9...................................... Roles and Radiology............................................................... 9-11.................................8-2 Zip Code Field....................

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