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Medtech Evolution Training Guide – General Practice Clinical
Copyright © Medtech Limited 1
Evolution Training Guide for
General Practice
Clinical
Medtech Evolution Training Guide – General Practice Clinical
Copyright © Medtech Limited 2
Contents User Guide Overview .................................................................................................... 13
Logging In and Out of Medtech Evolution .................................................................. 15
Logging into Medtech Evolution .............................................................................. 15
Change Password ..................................................................................................... 16
Change User ............................................................................................................. 17
Closing Medtech Evolution ....................................................................................... 19
Navigation .................................................................................................................... 20
Medtech Evolution Ribbon Screen Layout ............................................................... 21
Function / Shortcut Keys............................................................................................ 24
Help ........................................................................................................................... 24
Tick Boxes and Radio Buttons.................................................................................... 27
Text Boxes .................................................................................................................. 28
Searches .................................................................................................................... 29
Left Window Pane or Dashboard ............................................................................. 30
Refresh ....................................................................................................................... 32
Ribbon Context Menu ............................................................................................... 32
Filter............................................................................................................................ 33
Print ............................................................................................................................ 34
Calendar / Date Fields .............................................................................................. 35
Work Space ............................................................................................................... 36
Audit Log ................................................................................................................... 37
Printer Settings ............................................................................................................... 38
Printer Setup .............................................................................................................. 38
Patient Search .............................................................................................................. 40
Quick Search Options ............................................................................................... 40
Advanced Search ..................................................................................................... 42
Labels ............................................................................................................................ 43
Palette ........................................................................................................................... 45
Close Active Patient on the Palette ......................................................................... 45
Open the Last Active Patient on the Palette ........................................................... 46
Widgets ......................................................................................................................... 47
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Widget Views ............................................................................................................. 47
Patient Register ............................................................................................................. 51
Care Plus Tab............................................................................................................. 51
Care Plus Program Period Section ........................................................................ 52
4.8.2 Criteria Section ........................................................................................... 52
Appointments ............................................................................................................... 55
Appointment Book .................................................................................................... 55
Appointment Book Views .......................................................................................... 58
Book an Appointment for an Active Patient ............................................................ 58
Cancel an Appointment........................................................................................... 61
Undo Cancellation .................................................................................................... 63
Cut and Paste ........................................................................................................... 64
Cut ......................................................................................................................... 64
Paste ...................................................................................................................... 65
Drag and Drop .......................................................................................................... 65
Place Patient in Appointment Book on the Palette ................................................. 66
Place Patient ‘In Consultation’ ................................................................................. 67
Reset an Appointment .............................................................................................. 68
View Appointment Status ......................................................................................... 69
Goto Appointment.................................................................................................... 70
Print Label from Appointment Book .......................................................................... 71
Print Appointment Book ............................................................................................ 72
Appointment Pad ..................................................................................................... 73
Screening ...................................................................................................................... 75
Add a Screening Entry .............................................................................................. 76
Main ....................................................................................................................... 77
Chart...................................................................................................................... 79
Documents ............................................................................................................ 79
View / Modify or Inactivate Screening Entry ............................................................ 79
Filter Screening History ............................................................................................... 81
Chart a Screening Record ........................................................................................ 82
Graph Options....................................................................................................... 83
Mouse Selection .................................................................................................... 84
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Recalls ........................................................................................................................... 85
Patient Recall ............................................................................................................ 85
Add New Patient Recall ............................................................................................ 86
View / Modify or Inactivate a Recall ........................................................................ 88
Filter Recalls ............................................................................................................... 89
Add an Exemption to Cancel a Recall .................................................................... 90
Reschedule a Recall ................................................................................................. 92
Alerts ............................................................................................................................. 93
Patient Alert ............................................................................................................... 94
Adding an Alert for a Patient .................................................................................... 95
View / Modify or Inactivate an Existing Patient Alert ............................................... 97
Patient Manager .......................................................................................................... 99
Open Patient Manager............................................................................................. 99
Add a new Entry from Patient Manager ................................................................ 105
Daily Record ............................................................................................................ 106
Flag a Daily Record item as Confidential ............................................................... 107
Filter the Daily Record Listing................................................................................... 108
Right Hand Mouse Options ..................................................................................... 111
Medical Warnings ....................................................................................................... 113
Patient Medical Warning ........................................................................................ 113
Add a New Medical Warning ................................................................................. 114
Allergies, Phobias, or Non-Drug related Medical Warning ..................................... 117
View / Modify or Inactivate Medical Warning ....................................................... 118
History .......................................................................................................................... 120
Patient History .......................................................................................................... 120
Add a new History Item ........................................................................................... 121
Free Text History Entry .......................................................................................... 123
View / Modify or Inactivate History Items ............................................................... 123
Filter History by History Type ..................................................................................... 125
Patient Outbox ........................................................................................................... 126
Create a New Patient Outbox Document ............................................................. 127
Main Tab .............................................................................................................. 127
More Tab ............................................................................................................. 138
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Create a New Laboratory / Radiology Referral ..................................................... 140
View / Modify or Inactivate Outbox Document..................................................... 143
Filter Patient Outbox ................................................................................................ 144
Print Selected Patient Documents .......................................................................... 146
Parked Documents ................................................................................................. 147
Open Parked Documents ................................................................................... 147
Auto Preview Outbox Record ............................................................................. 148
Make the Patient Active on the Palette ................................................................. 148
Complete A Parked / In Progress Document ......................................................... 148
Un-Park Documents................................................................................................. 149
Inactivate a Document .......................................................................................... 149
Filter Provider Outbox .............................................................................................. 150
Print Parked Documents.......................................................................................... 151
Labels ...................................................................................................................... 151
Advanced Forms ........................................................................................................ 153
Create New Form .................................................................................................... 153
Patient Classification .................................................................................................. 155
Add New Classification ........................................................................................... 155
Read Code Search ............................................................................................. 156
Moving Around - The Displayed Read Code Hierarchy ..................................... 158
View / Modify Existing Patient Classification ........................................................... 161
Filter Patient Classification....................................................................................... 163
Mark Classification As Long Term ............................................................................ 165
Re Assign.................................................................................................................. 166
Re-Classify................................................................................................................ 167
Advanced Forms in Patient Classification .............................................................. 170
Accidents .................................................................................................................... 171
Add a New Patient Accident ................................................................................. 172
Main Tab .............................................................................................................. 172
Injury Diagnosis Tab ............................................................................................. 175
View / Modify or Inactivate Patient Accident.................................................... 176
Filter Patient Accidents ........................................................................................... 178
Filter Daily Record................................................................................................ 178
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Filter Outbox ........................................................................................................ 179
Filter Patient Transactions .................................................................................... 180
Copy Accident ....................................................................................................... 181
ACC45 ..................................................................................................................... 183
Main Tab .............................................................................................................. 183
Work and Referral Tab ........................................................................................ 186
ACC45 Status .......................................................................................................... 188
ARC18 Medical Certificate ..................................................................................... 190
Main Tab .............................................................................................................. 190
Restrictions Tab .................................................................................................... 192
View / Modify or Inactivate an Existing ARC18 Form ......................................... 193
M41 Accident Form ................................................................................................. 195
Patient Inbox ............................................................................................................... 197
Add Inbox Record ................................................................................................... 199
View / Modify or Inactivate Inbox Entry.................................................................. 201
Filter Patient Inbox ................................................................................................... 203
Chart and Graph an Inbox Record ........................................................................ 205
Print Specific Inbox Record ..................................................................................... 207
Print All Inbox Records ............................................................................................. 209
Right Hand Mouse Button options .......................................................................... 210
Recall Contact List ...................................................................................................... 212
Recall Contact list window ..................................................................................... 214
Active Patient .......................................................................................................... 215
Cancel Recall.......................................................................................................... 216
Reschedule Recall .................................................................................................. 217
Add a Screening Exemption Outcome to cancel this recall ................................. 218
Patient has been Contacted/ Not Contacted ...................................................... 220
Patient Has Been Contacted By Phone ................................................................. 221
Patient has been contacted by letter .................................................................... 222
Send letters .............................................................................................................. 223
Print the list ............................................................................................................... 225
Open Appointment Book for selected patient recall date and provider ............. 226
Provider Inbox ............................................................................................................. 228
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Open Provider Inbox ............................................................................................... 230
Update Patient Data (Patient Administration Message)........................................ 233
Process an Inbox Record ........................................................................................ 234
View / Modify or Inactivate Provider Inbox Record ............................................... 236
Filter Provider Inbox ................................................................................................. 237
Additional / Right Hand Mouse Options ................................................................. 239
Make the Patient Active on the Palette ................................................................. 242
Pre-requisites........................................................................................................ 242
Print Specific Inbox Record ..................................................................................... 243
Print All Inbox Records ............................................................................................. 243
Attachments Manager ............................................................................................... 244
Scanning.................................................................................................................. 244
View Scanned Document .................................................................................. 244
Preview an Existing Scanned document ............................................................ 247
Task Manager ............................................................................................................. 249
Patient Task List ........................................................................................................ 250
Add a New Patient Task ...................................................................................... 251
View / Modify Patient Task .................................................................................. 253
Staff Task List ............................................................................................................ 255
Add a New Staff Task .......................................................................................... 256
View / Modify Staff Task ...................................................................................... 259
Make Patient the Active Patient......................................................................... 261
Add Category for a Task ......................................................................................... 262
Open Attachment .................................................................................................. 263
Complete Task ........................................................................................................ 264
Delete Task .............................................................................................................. 265
Filter Patient/Staff Task List ....................................................................................... 266
Default Filter............................................................................................................. 269
Exclude Attachments .............................................................................................. 270
Display Completed / Incomplete Tasks .................................................................. 271
Task Reminders ........................................................................................................ 271
Tools ............................................................................................................................ 274
Knowledge Resource .............................................................................................. 274
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Growth Charts ......................................................................................................... 274
Medical Calculator ................................................................................................. 275
Body Mass Index Calculator Window ................................................................. 276
Body Surface Area Calculator Window ............................................................. 277
Creatinine Clearance Calculator Window ........................................................ 277
Spirometry Calculator Window ........................................................................... 278
Estimated date of delivery .................................................................................. 278
Smoke – Alcohol Consumption ........................................................................... 279
Consultation ................................................................................................................ 280
New Consultation .................................................................................................... 280
Main Tab .................................................................................................................. 280
More Tab ................................................................................................................. 281
New Patient Contact .............................................................................................. 281
Send Consultation To .............................................................................................. 282
Filter Details Section by Subject .............................................................................. 283
Filter Daily Record.................................................................................................... 283
Save Consultation Notes ......................................................................................... 284
Cancel Changes to Consultation ........................................................................... 285
Filter Daily Record.................................................................................................... 285
Print .......................................................................................................................... 285
Spell Check ............................................................................................................. 286
Show Timer............................................................................................................... 286
Un-Lock Notes ......................................................................................................... 286
New Patient Contact from Consultation screen .................................................... 287
Daily Record ............................................................................................................... 289
Daily Record ............................................................................................................ 289
Open a Daily Record item as Confidential ............................................................ 290
Filter the Daily Record Listing................................................................................... 291
Right-Click Mouse Options ...................................................................................... 293
Default Filter............................................................................................................. 295
This Classification Only............................................................................................. 295
This Medication Only ............................................................................................... 296
This Affiliation Only ................................................................................................... 296
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This Clinical Status Only ........................................................................................... 297
Refresh ..................................................................................................................... 297
Clinical Status .......................................................................................................... 298
Immunisations ............................................................................................................. 299
Immunisation Schedule Tab .................................................................................... 299
All Immunisations Tab .............................................................................................. 300
Schedule Selection Tab .......................................................................................... 300
Add a New Immunisation ....................................................................................... 301
Add a New Immunisation Group ............................................................................ 302
Open an Existing Row ............................................................................................. 305
Filter Immunisation List ............................................................................................. 306
Bring up to date ...................................................................................................... 307
Reschedule Vaccination or Vaccination Group ................................................... 307
NIR Status Query ...................................................................................................... 308
Update Patient Data........................................................................................... 313
Prescription ................................................................................................................. 316
Prescribe a New Medication .................................................................................. 316
Drug Search window ........................................................................................... 318
Drug Interactions ................................................................................................. 322
Number of Interaction Warnings......................................................................... 324
Drug Search............................................................................................................. 326
Search for a Drug by Name ................................................................................ 329
SA Drug .................................................................................................................... 330
Subsidised Drugs Only ............................................................................................. 330
Exclude Unsafe in Pregnancy ................................................................................. 331
Exclude Banned in Sport ......................................................................................... 331
Additional Quick Search Options ........................................................................... 332
Additional Advanced Search Options ................................................................... 334
Search for a Drug by Therapeutic Group ............................................................... 334
Search for a Drug by Generic Group ..................................................................... 336
20.10.1 Generic Synonyms ................................................................................ 336
Patient Medications.................................................................................................... 338
Add New Medication ............................................................................................. 338
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View / Modify or Inactivate a Medication ............................................................. 338
Filter Medication List ................................................................................................ 340
Mark Existing Medications as Long Term / Not Long Term ..................................... 341
Tick all Long Term Medications only ................................................................... 342
Repeat Medications ............................................................................................... 343
Patient Medication Card ........................................................................................ 345
Add Patient Medication Card ............................................................................ 345
Print Patient Medication...................................................................................... 347
CBIT – Clinical Business Intelligence Tool .................................................................... 348
An Overview ............................................................................................................ 348
Step 1- How to setup CBIT ....................................................................................... 348
Pre-defined Reports ................................................................................................ 350
Asthma .................................................................................................................... 351
Arthritis ..................................................................................................................... 353
Diabetes .................................................................................................................. 354
CVD ......................................................................................................................... 358
Immunisation ........................................................................................................... 362
Vaccination............................................................................................................. 364
Screening ................................................................................................................ 367
Medication .............................................................................................................. 369
PHO Performance Management ........................................................................... 369
PHO Funded Programs ............................................................................................ 372
Report Customization .............................................................................................. 374
Queue ......................................................................................................................... 375
Open Queue ........................................................................................................... 376
New Queue Appointment ...................................................................................... 377
View/Modify Existing Queue Appointment ............................................................ 380
Cancel an Appointment......................................................................................... 381
Undo Cancelled Appointment ............................................................................... 382
Reset Appointment ................................................................................................. 383
Arrive Patient ........................................................................................................... 383
In Consultation ........................................................................................................ 384
Print Slip .................................................................................................................... 386
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Make Patient in Queue, the Active Patient ........................................................... 387
Make Appointment for Active Patient ................................................................... 388
Make Temporary Appointment .............................................................................. 388
Print Slip on Arrival ................................................................................................... 390
On Duty Providers .................................................................................................... 390
Auto Minimise .......................................................................................................... 392
Filter Queue ............................................................................................................. 392
Default Filter............................................................................................................. 395
Print Queue.............................................................................................................. 395
Print Queue Output ............................................................................................. 396
Compose SMS ......................................................................................................... 396
Visible Columns ....................................................................................................... 401
Refresh Queue......................................................................................................... 402
Patient Queue ......................................................................................................... 402
View/Modify Patient Queue Appointment ........................................................ 403
Print Patient Queue ............................................................................................. 405
Refresh Patient Queue ........................................................................................ 406
Filter Patient Queue............................................................................................. 406
In Consultation Status .............................................................................................. 407
View/Modify Provider Consultation Status.......................................................... 409
Filter Provider Consultation Status ....................................................................... 410
Default Filter......................................................................................................... 413
Print Provider Consultation Status ....................................................................... 413
Transfer Patient to another Provider ................................................................... 415
Assign Patient to Follow-Up ................................................................................. 416
Make Active Patient on Palette.......................................................................... 417
Transfer Follow-Up Patient to In Consultation ..................................................... 418
Remove Follow-Up Patient from Waiting List ...................................................... 419
Refresh Provider Consultation Status .................................................................. 420
Make Active Patient on Palette from Awaiting Follow-Up ................................. 420
Sort Order ............................................................................................................ 421
Queue Workflow ......................................................................................................... 422
Tabs in the Queue Workflow ................................................................................... 422
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Queue Workflow Toolbar ........................................................................................ 423
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User Guide Overview
The Medtech Evolution fundamentals guide introduces you to the key functions used
by all staff, both clinical and non-clinical
Logging in & out of Medtech Evolution Navigation
Customising Medtech Evolution Patient search
Palette Printing
Role specific User Guides are also available on request. These are:
Clinical User Guide
Front Desk User Guide
Practice Manager User Guide
Alternatively please refer to our E-Book, or online learning portal.
Other Resources
Medtech Website
See http://www.medtechglobal.com/nz/support-nz/evolution-faqs-nz/
for some frequently asked questions and their solutions.
Use the help menu in the right of the ribbon in Evolution
Use F1 to get help on the page of Evolution you are currently using
Send a Support Request, suggestion or error message direct from
Evolution using the Contact Support option on the Medtech Contact
segment on the ribbon
Receive update notices and invitations to webinars and user groups
via the Notification Centre on the ribbon
Contact the Support Team
Phone 09 358 0116 (Option 1)
Fax 0800 633 832
Email: nzsupport@medtechglobal.com Chat: http://www.medtechglobal.com/nz/support-nz/ - bottom left
corner
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Postal enquiries: Medtech Limited
Private Bag 93-228
Parnell
Auckland
Street Address Medtech Limited
Level 1, Medtech House
10, Market Place
Viaduct Harbour
Auckland
Disclaimer
While every effort has been made to ensure the accuracy of the information in the
Medtech Evolution User Guides, Medtech Limited accepts no responsibility for any
errors or their consequences.
The names of medical centres, patients, staff, and companies used as examples in
this User Guide are fictitious; any resemblance to actual medical practices, patients,
staff and companies is purely coincidental.
The contents of the Medtech Evolution User Guide are subject to change without
notice.
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Logging In and Out of Medtech Evolution
Logging into Medtech Evolution
Double click the Medtech Evolution icon on the desktop.
The Login Window will be displayed as shown below.
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Enter your staff code
Enter your password (if you do not have a password, leave this field
blank)
Select the correct database from the database dropdown List
Ensure the correct location is selected from the location dropdown list.
(Generally this will be your clinic name)
Click OK or press Enter
Click cancel button to cancel any actions and close the window
Change Password
The Change password option enables you to reset your password.
If you have forgotten your password, you cannot use this option.
Instead, you will need to ask your Practice Manager or System Administrator to reset it for you.
Go to File – Change Password
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Enter your old (current) password into the Old Password field. Leave this field
blank if you are setting up your password for the first time.
Enter in your new password into the New Password field.
Re-enter your new password into the Verify Password field.
Click OK or press Enter.
Change User
The change user function is different from the standard log-off/log-on process
in that it does not close down Evolution. Instead, the open screens are locked
behind the login screen until a user logs in. The most common use for this
function is when one staff member enters some information relating to a
patient, and then wishes to leave the screen for another staff member to add
further information, without having to search for the patient again. It can also
be a quick way to lock the screen whilst taking a short break or attending to
other duties.
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Select File ► Change User or press Ctrl + F12. The login screen will appear.
When the screen opens, the user can continue working in the same place as
before the ‘Change User’ option was selected.
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Closing Medtech Evolution
To close Medtech Evolution, use File – Exit or ALT+F+X or Log Off
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Navigation
Medtech Evolution has a ribbon layout. The Ribbon layout seen by each user is
related to their role and responsibilities.
Roles are set up through File – Options – Access Privileges and this is usually
done by the Practice Manager.
Individual staff members can make some changes to the layout of their
ribbon and screen settings, but if a function is not included in their role,
then that icon will not be visible on the ribbon.
For more detailed information on setting up Roles and Access Privileges,
please see Evolution Specialist Practice Manager User Guide.
This Chapter covers the following sections:
Medtech Evolution Ribbon Layout
Function / Shortcut Keys
Online Help
o Non Screen Specific Help
o Screen Specific Help
Tick Boxes and Radio Buttons
Text Boxes
Searches
Calendar / Date Fields
User Work Space
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Medtech Evolution Ribbon Screen Layout
The Ribbon is a customisable feature in Medtech Evolution.
Menu Bar: The Menu bar gives access to many functions. For
example the file menu group consists of the following functions: Logon,
Log Off, Close, Print Setup, Change Password, Change User, Exit and
Options. Click on any menu item to see the list of functions available in
that menu.
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Ribbon: The Medtech Evolution tab feature is designed to be intuitive to
anyone familiar with Microsoft Windows. Function are grouped on each
tab based on the task a user might perform. For example, if you wish to
‘Register a Patient’, then use the following navigational path:
Home tab ► Patient group ► Patient Register
Minimize the Ribbon
The Ribbon displays full by default but you can minimise if preferred
Minimized Ribbon
To Always keep the Ribbon minimized Right-click anywhere on the Ribbon,
and then click Minimize the Ribbon.
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Keyboard shortcut – To minimize the Ribbon, press Ctrl + F1.
To use the Ribbon while it is minimized, click the tab you want to use, the
ribbon will display, and then click the option or command you want to use.
To quickly minimize the Ribbon, double-click the name of the active tab.
Double-click a tab again to restore the Ribbon.
Keyboard shortcut – To minimize or restore the Ribbon, press Ctrl + F1.
To minimize the Ribbon, click Minimize the Ribbon. The Minimize the Ribbon
button is in the upper-right corner of the window.
To Restore the Ribbon Right-click anywhere on the Ribbon, and then click
Restore the Ribbon
Palette – Displays information for the active patient, from the patient
register window.
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Function / Shortcut Keys
Function keys are the keys normally located at the top of your keyboard and
have the letter F on them, followed by a number. This can be a very quick
way of accessing some commonly used functions, such as Patient Search
Throughout this user guide, reference will be made to Function keys. Some
shortcuts also require the Shift and / or Ctrl button to be held down at the
same time as a Function key, and will be displayed as Shift + F9 or Shift + Ctrl +
F12 for example.
Help
Medtech Evolution help is available to all users. Depending on how the help is
accessed either a general help window will be displayed (allowing the user to
search for help via an index) or a screen specific window will be displayed
(the user does not have to search via an index, as the relevant help screen is
already displayed).
Screen Specific or Contextual Help
When working in a specific screen, such as a
patient record or the appointment book,
pressing the F1 key or the Help Icon will bring up
information relating to the screen you are using.
Select Help ► Medtech Evolution Help or press F1. The Medtech
Evolution window will be displayed.
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Non- Screen Specific Help If no specific screen is open, pressing F1 or the Help icon will bring up a
screen to enable users to search for information.
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There are two ways to search for a help file, via the contents or via the
index:
Contents – Click the Contents button . Different coloured
text indicates more information on that topic exists. To access
the information click the different coloured text
Index – Click the Index button . Type the topic required in
the Type in the key word to find field. Select the required topic
from the list, and then click the Display button
Search – You may enter a keyword to search for all contents
that contain that keyword in the Title or Description fields
Show/Hide tabs – Use this option, to show or hide tabs in the
help file
To go back to the previously displayed information, click the
Back button
To print the help file, click the Print button .
Options – You can specify Help file settings such as Hide tabs, Back,
Forward, Home, Stop, Refresh, Internet options, Print, Search Highlight
off
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Tick Boxes and Radio Buttons
Tick boxes allow the user to select any number of predefined options, i.e.
both ‘Patient’ and ‘A/c Holder’ options can be selected at once.
Click the tick mark that you want to select
Radio buttons allow the user to select one option out of multiple options
available, i.e. ‘Most Recent Only’ or ‘Show Full History’ can be selected not
both options.
To select or deselect an option, either click the mouse in the tick box /
radio button, or if you have tabbed into the tick box / radio button (the
associated words will have dotted lines around them) press the space
bar. A tick / dot will be placed into the selected field.
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Text Boxes
There are two types of text boxes;
Free Format Fields – Allow the user to type variable data directly into the field
e.g. a patient surname.
To add text to a text box, click inside the text box and then type text
Dropdown Lists – Display a list of data for the user to select from; e.g. Patient’s
Home Phone number
To select the data in a dropdown list, click the down arrow next to
the required field, and then click on the required item in the list.
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Searches
The ellipsis button (a button with three dots on it) is used throughout
Medtech Evolution for searching. The ellipsis button allows the user to enter
part of the search criteria into the corresponding text field, e.g. the first few
letters of the insurer name, and then click on the ellipsis button or press the
tab key, to search. Medtech Evolution will display any data that matches the
search criteria.
Click ellipsis or Tab key will display
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Left Window Pane or Dashboard
Patient Record The Patient Record is a quick access, collapsible dashboard which is
available on the left side of the Main Work Space.
Without an active patient on the palette, the Patient Record gives the
user options to search or register a new patient. When a patient is on
the palette, however, the Patient Record screen displays short cuts to
open specific screens.
Patient Record without a patient on the Palette
Patient Record
Other Dashboard Elements The << or >> icons at the top of the Left Pane can be used to open
or close the pane.
To open any elements in the list, click on the element.
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Items which are displayed in the top pane can be double-clicked to
open and work on as required. For example, click on Task Manager to
load the list of tasks into the centre workspace, then double-click on
any task to work on it.
Patient Record with a patient on Palette If there is an active patient – e.g. the patient is on the Palette - then
the top pane will display shortcuts related to the patient’s clinical
record. Any of these can be opened with a double-click and will load
into the centre workspace.
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Refresh
Certain functions that are affected by operations in other screens have a
refresh button available when that tab is open. The refresh button allows the
user to see the updated records that were changed as a result of their
actions.
Ribbon Context Menu
Right-clicking any element on the Ribbon gives the following options
Adds the selected Ribbon Item to the Quick Access Toolbar
Clicking this moves the Quick Access toolbar above the Ribbon, if un-
clicked, the Quick Access toolbar remains below the Ribbon
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Minimizes the Ribbon Control
Locks the Toolbar
Allows customising the Toolbar
Filter
Filter the record list by selecting inactive Checkbox option. By default, the
Record list will display only the active records in the screen.
Active - By default, Record lists will be sorted based on their active status.
Inactive – Select the “Include Inactive” filter option, to include records with
an inactive status.
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If a user wishes to print out a list, the process is to right-click anywhere within the list itself and choose Print.
The usual printer dialogue will then appear.
If a test print is required please select Report Manager as the printer. The
printout can be viewed under Reports – Report Manager, and can be printed
direct from Report Manager after review. This can save a lot of paper.
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Calendar / Date Fields
All date fields have a dropdown arrow next to them; this allows access to the
calendar if required.
Medtech Evolution will accept the following date formats e.g. 27/02/13. There
are two ways to enter a date:
Direct Typing – Type the date directly into the field; or
Calendar Dropdown – Click the dropdown arrow next to the date field. A
calendar will be displayed. Select the date required from the calendar and click OK or press Enter.
To navigate around the calendar, use the arrow icons at the top of the
window. Float the mouse over an icon to display the associated tool tip e.g.
back one month, forward one month.
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Work Space
Home – Workspace
Work Space enables a staff member to make optimal use of a second
monitor. The Work Space can be customised to provide an area where non
patient-centric processes and tasks can be viewed and worked on whilst
keeping the main workspace loaded with patient information. So a provider
might chose to load Tasks and Inbox into the Workspace.
Please Note: All modules will be accessible via the Main Workspace including
user-centric modules e.g. Provider inbox, Appointment Book, etc.
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Audit Log
When an item has been altered within the Medtech Evolution, the Audit Log
button is activated as soon as a change is made to an existing entry within
Medtech Evolution Screens
The Audit Log will display the changes made to each individual section,
allowing the user to view what changes were made, when they were made
and by whom.
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Printer Settings
Printer Setup
Generally printers only need to be setup once during the initial installation.
However, if new printers are configured or equipment is moved around, they
may need to be setup again.
Please ensure the printer driver is correctly installed in Windows first and available to
be selected by each user. Each user will require A4 printer and A5 printers. These can
be the same physical machine but the printer drivers would need to be separate to
point to different paper trays.
o File – Print Setup
Printer tab
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Document default tab
To nominate a particular printer as the default printer for a specific
document
Document Defaults tab
Using the dropdown list, select the printer a document should
default to; for example, the enrolment form should default to
the printer closest to the front desk.
Click OK to save the printer settings or click cancel to abort the
process.
For further information on the other printer default tabs please refer to
the ebook.
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Patient Search
The patient search screen is used to find patients already present in the system, or to
begin the process of adding a new patient.
The Quick Search option opens by default but you can choose the Advanced tab
for further options.
Quick Search Options
o Search via Surname
o Type a few characters of the patient surname followed by a space
and a few characters of the first name
o If enabled, Evolution will begin to display possible matches once
three characters have been entered
o If uncertain of the spelling, enter the first character followed by *
and the last character
o Search by Given or Preferred Name
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o If the patient first name is known, type a space and then the first
name
o Where the patient has indicated a preferred name, Evolution will
automatically include that name in the search if you choose to
search by first name.
o Search via Patient Chart Number:
o Type the chart number into the search field and click search.
o For all of these search types, the ‘Include inactive’ checkbox will
include patients who may have been transferred out of the system
at some point in time
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Advanced Search
This is most often used when you are uncertain of the name of the patient, for
example if trying to identify who a payment belongs to when all you have is
the invoice reference number.
o Previous name – if the patient may previously have presented under a
maiden name for example
o Accident number – where the patient is receiving treatment related to an
accident.
o Invoice/Pay ref – where you have only a reference number, perhaps on
receipt of a remittance advice.
o If searching by invoice/payment reference number, it is a good
idea to tick the A/c Holders only checkbox.
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Labels
Labels of various types can easily be printed from Medtech Evolution
Choose a printer to print the label to, from the drop down
Choose the number of labels to printed for each type of label
Choose the paper type and layout to print the Label on
Click OK to print
Click Cancel to abort process and close the screen
Click to view screen specific Help
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Labels need to be set up in Location settings which are found under File – Options. A
user must have the appropriate Access Privileges to be able to do this. Full
instructions are found in the Medtech Evolution Specialist Practice Manager User
Guide.
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Palette
The Palette gives an overview of the patient’s demographics, preferred doctor,
account status, alerts, allergies and other information.
Close Active Patient on the Palette
Patient details will be removed completely from the palette and all patient
related windows will be closed. Any setup related windows will remain open.
To clear the palette, select Patient - Close active patient or Shift + Ctrl + F12
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Open the Last Active Patient on the Palette
Use this option, to open the last active patient on the palette.
Last active patient on the palette
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Widgets
Evolution allows users to configure a few of their favourite screens as widgets and
customise the widget layout. When the user clicks on the widget icon in the Home
ribbon, the functionalities chosen by the user in the widget setup screen are
displayed.
Widget Views
There are five types of views are available in the widget:
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Select the one widget to display the related module. An example of
one widget is shown below
Select the two widget to display the related modules. An example of
two widget is shown below:
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Select the three widget to display the related modules. An example of
three widget module is shown below:
Select the four widget to display the related modules. Ann example of
four widget module is mentioned below:
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Select the five widget to display the related modules. An example of
five widget is shown below:
Widgets can be configured in staff setup (File > Options >Staff). In that choose
widget tab and choose the appropriate modules for each widget. Choose
the required widget in the Default widget field so while opening the widget
screen, the selected widget will displayed automatically.
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Patient Register
A new patient can be registered using the Patient Register window. The details of
each patient, including name, address, age, sex, family details, etc. are stored in the
Medtech Evolution Database. Adding and modifying patient details can also be
carried out on the Patient Register window.
Care Plus Tab
The Care Plus tab record a patient’s eligibility for Care Plus funding. To access
the Care Plus tab, the Clinical Access privileges is required.
Check the Care Plus Patient checkbox, if the patient is eligible for Care
Plus Funding
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Care Plus Program Period Section
The Date of Assessment will be generated with present date, if
the Care Plus Patient checkbox is checked. If necessary, type
the date manually or select the date from the Calendar
dropdown list
The Care Plus End Date will be generated with typically 16
months difference from Date of Assessment, if the Care Plus
Patient checkbox is checked. If necessary, type the date
manually or select the date from the Calendar dropdown list
Setup Note
When the Date of Assessment is typed manually, the End Date
is modified accordingly to 16 months difference. The change
in End Date will not affect the Date of Assessment.
4.8.2 Criteria Section
At least, two criteria’s should be enabled to add a patient for the care
plus funding.
It is mandatory to select the Expected to Need “Intensive
Clinical Management” (2 hrs+) Over the Next 6 Months
checkbox. If not selected, an error message will be displayed
Select the Has had six First Level Service primary care visits in the
past six months checkbox that includes emergency department
visits, nurse and GP consults
Select the Has had two acute non-surgical admissions in the
past twelve months checkbox, if required
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Select the Has a terminal illness checkbox, if the patient has
advanced progressive disease which is no longer responsive to
curative treatment and whose death is likely within twelve
months
Select the Has had two or more chronic conditions checkbox, if
any chronic conditions is available for patient.
Setup Note
By default, the Has had two or more chronic conditions
checkbox is disabled till the new patient entries is registered.
To make the chronic condition entries, click the OK button in
the Patient Register window.
If the Has had two or more chronic
conditions checkbox is selected, the Care Plus Conditions
section will be enabled to select the patient’s chronic
conditions from the respective dropdown lists
To add a new long term condition apart from the listed entries in the
respective field, click the Add button from the dropdown list to display
the New Patient Classification window.
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Make the necessary entries in the respective fields and click OK to add
the long term condition in the respective Conditions field.
For more instructions regarding Patient Classification, refer to Patient
Classification section in ‘Medtech Evolution Clinical User Guide’.
Select the Is on active review for elective services checkbox, if
required
Setup Note
If the Care Plus Funding details is available for the patient, a blue
plus sign ( ) will be displayed in the patient palette.
If the Care Plus Funding is expired for the patient, a red plus sign
( ) will be displayed in the patient palette.
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Appointments
Appointments enable Front Desk staff to schedule patient appointments with
individual providers.
Appointment Book
Use the Appointment Book to book an appointment for a patient with
respective provider. The Appointment Book automatically opens to today's
date. If the staff member logged on is a Provider, then the appointment
book will default to them, otherwise it will default to no provider.
Pre-requisites Before making appointments for a provider, an Appointment Template MUST
be created for each Provider, for further information refer to Appointment
section in ‘Medtech Evolution Setup User Guide’.
Navigation Type
Ribbon Select Home tab ► Appointment group ► Appointment
Books
Keyboard
Shortcut F7
Double-Click Not Available
Context
Menu (Right-
Click)
Not Available
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Select a date in the Calendar section to view the Appointment Book
for the selected date. The calendar can be collapsed further to display
months in a year and years in a decade
Click to select ‘Day View’ of Calendar (this is the default view)
Select the Provider(s) from the list to display the Appointment Book for
the respective Provider(s)
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Click to select ‘Week View’ of calendar
Click to select ‘Month View’ of calendar
Select the Provider(s) who’s Appointment Book(s) you want to see
Click to switch to Appointment Book (if viewing Appointment Pad)
Click to switch to Appointment Pad (if viewing Appointment Book)
Click to collapse the Appointment Book
Click to view the Actions menu
Click to create a New Appointment for the highlighted slot
Click to Cancel the selected Appointment
Click to Reset the selected appointment if the patient was arrived
Click to Arrive Patient by printing a slip
Click to Arrive Patient without printing a slip
Click to Print Labels for selected appointment
Click to Print Slip without Arriving the patient
Click to view the Active Patient
Click to make New Appointment
Click to view SMS replies from the patient
Click to View the Appointment Type
Appointment book for the selected provider
Click to Arrive Patient in the Queue Workflow and remove entry from
Appointment Book
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Appointment Book Views
Medtech Evolution provides two types of Appointment Book views:
o Normal – to change the Appointment Book view from Large to Normal
o Large – to change the Appointment Book view from Normal to Large
Navigation Type
Ribbon Select Home tab ► Appointment group ► Appointment
Books ► Actions menu ► View ► Normal / Large
Keyboard
Shortcut Not Available
Double-Click Not Available
Context
Menu (Right-
Click)
Not Available
Book an Appointment for an Active Patient
Pre-requisites
Ensure an Appointment Template is created for each Provider in the Practice
in prior
Ensure patient is on palette
Navigation Type
Ribbon
Select Home tab ► Appointment group ► Appointment
Books, highlight the required time slot and select Actions
menu ► New or click Add a New Appointment icon
on the toolbar
Keyboard Shortcut In the Appointment Book screen press Ctrl + N
Double-Click Not Available
Context Menu
(Right-Click) In the right click popup menu select New Appointment
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Select the required date from the Calendar section
Select an appropriate provider from the Providers list to view the
respective Provider’s appointment time slot on the right pane
Click the cursor into the required time slot. The selected time slot field
will be highlighted in yellow
Click the Make Appointment for Patient on the Palette icon or press
Ctrl + M or select Actions menu ► Make Appointment, to book an
appointment for the active patient
Or,
Click Add a New appointment icon on the toolbar to bring up the
New Appointment window
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By default the active patient name will be displayed
The selected Appointment Date and Time will be displayed
The duration of the Appointment will be displayed by default
The provider name will be displayed by default
The Reminder SMS 1 & 2 checkboxes are selected by default to
send SMS for the respective patient (for further information refer
to View/Modify Appointment section in this chapter)
Click OK to book an appointment and close the New
Appointment window
Click Cancel to abort and close the New Appointment window
Click Help to view the screen specific help
The appointment that has been booked will be displayed in the
Appointment Book as shown below:
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Select the procedure from the dropdown list
Enter any notes regarding the appointment (if any)
Cancel an Appointment
Use the Cancel Appointment option to cancel an appointment.
Navigation Type
Ribbon
Select Home tab ► Appointment group ► Appointment
Books, highlight the respective Patient’s Appointment entry
and click Cancel Appointment icon or select Actions menu
► Cancel
Keyboard
Shortcut In the Appointment Book press Ctrl + L
Double-Click Not Available
Context Menu
(Right-Click) Not Available
A Confirm window will be displayed as shown below:
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Click Yes to cancel the appointment and close the Confirm window
Cancellation Reason window will be displayed as shown below:
Select the respective cancellation reason from the dropdown
list
Click OK to cancel the appointment and close the Cancellation
Reason window
Click Cancel to abort and close the Cancellation Reason
window
The appointment will be removed from the respective time slot.
Setup Note
The cancellation reason window will be displayed only when you enable
the ‘prompt user for reason for appointment reason’ checkbox option in
the New/View location window. For further information refer to Location
Settings section in the eBook.
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Undo Cancellation
When an appointment has been cancelled accidently, Medtech Evolution
provides a functionality which will retrieve the last cancelled appointment.
Pre-requisites
The appointment book should be opened still the last cancellation
Navigation Type
Ribbon Select Home tab ► Appointment group ► Appointment
Books and then select Actions menu ► Undo Cancel
Keyboard
Shortcut Not Available
Double-Click Not Available
Context Menu
(Right-Click) Not Available
A Confirm window will be displayed as shown below:
Click Yes to retrieve the Last Cancelled Appointment and close the
Confirm window
Click No to abort and close the Confirm window
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Cut and Paste
Navigation Type
Ribbon Select Home tab ► Appointment group ► Appointment
Books and highlight the respective Patient’s Appointment entry
Keyboard
Shortcut In the Appointment Book press Ctrl + X for cut and Ctrl + V for paste
Double-Click Not Available
Context
Menu (Right-
Click)
In the right click popup menu select Cut and Paste
Cut
When you cut an appointment entry a Confirm window will be
displayed as shown below:
For further information refer to ‘Cancel an Appointment’ section in this
Chapter
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Paste
`
Click on the required appointment slot to move (paste) and press Ctrl
+ V or select Paste option from the Right-click popup menu
Before Movement After Movement
Drag and Drop
Navigation Type
Ribbon
Select Home tab ► Appointment group ► Appointment
Books and highlight the respective Patient’s Appointment
entry
Keyboard
Shortcut Not Available
Double-Click Not Available
Context Menu
(Right-Click) Not Available
Click and hold the left mouse button and drag the appointment (the cursor
will now have a little box attached to it) to the required timeslot, as shown
below:
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A Confirm window will be displayed as shown below:
For further information refer to ‘Cancel an Appointment’ section in this
Chapter
Place Patient in Appointment Book on the Palette
Use the Active Patient option to make the patient in the appointment
book an active patient on the palette.
Navigation Type
Ribbon
Select Home tab ► Appointment group ►
Appointment Books, highlight the respective Patient and
then select Actions menu ► Active Patient or click
Make the Patient for the Appointment the Active Patient
icon
Keyboard Shortcut In the Appointment Book press Ctrl + A
Double-Click Not Available
Context Menu
(Right-Click) Not Available
The highlighted patient will now be an active on the palette
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Place Patient ‘In Consultation’
Pre-Requisites
Patient must have an appointment prior to this.
Patient must be arrived.
Navigation Type
Ribbon
Select Home tab ► Appointment group ►
Appointment Books, highlight the respective Patient’s
appointment slot and then select Actions menu ► In
Consultation
Keyboard Shortcut In the Appointment Book press Ctrl + I
Double-Click Not Available
Context Menu
(Right-Click) In the right click popup menu select In Consultation
The Stat column in the Appointment Book will be displayed with an
image , indicates the patient is In Consultation
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Reset an Appointment
If an incorrect patient has been arrived or placed into consultation, the
appointment can be reset.
Pre-Requisites
Patient must have an appointment prior to this.
Patient must be arrived or placed in consultation.
Navigation Type
Ribbon
Select Home tab ► Appointment group ► Appointment
Books, highlight the respective Patient’s appointment slot
and then select Actions menu ► Reset or click Reset
Appointment icon
Keyboard
Shortcut Not Available
Double-Click Not Available
Context Menu
(Right-Click) Not Available
The contents in the Stat column and Time column will be cleared as shown
below:
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View Appointment Status
You can view the Status of an Appointment from the Appointment Book ‘Stat’
column.
Pre-Requisites
Patient must have an appointment prior to this.
Patient must be arrived or placed in consultation, or invoiced.
Navigation Type
Ribbon Select Home tab ► Appointment group ► Appointment
Books
Keyboard Shortcut F7
Double-Click Not Available
Context Menu
(Right-Click) Not Available
SMS appointment reminder has been sent
Patient has been invoiced
Patient has made a full/part payment on the day
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In Consultation
C Consultation Completed
Patient’s account balance is 0
Printed Encounter Slip
Departed from the Practice
Did Not Arrive
Goto Appointment
Use the Goto Appointment option to locate the selected Appointment in the
Appointment Book.
Pre-Requisites
Ensure patient is on the palette.
Navigation Type
Ribbon
Select Home tab ► Appointment group ► Patient
Appointments, highlight the respective appointment slot
and select Others group ► Go to Appointment
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Print Label from Appointment Book
Labels can be printed from the Appointment Book for the respective patient
in the Appointment Book.
Pre-Requisites
Patient must have a prior appointment.
Navigation Type
Ribbon
Select Home tab ► Appointment group ►
Appointment Books, highlight the respective patient’s
appointment slot and select Actions menu ► Print
Label or click Print Label(s) for selected Appointment icon
Keyboard Shortcut In the Appointment Book press Ctrl + B
Double-Click Not Available
Context Menu
(Right-Click) Not Available
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For further information refer to Labels section in the ‘Medtech Evolution
Fundamentals Guide’.
Print Appointment Book
Use the Print Appointment Book option to print a list of a Provider's
Appointment Book, for the selected day.
Navigation Type
Ribbon
Select Home tab ► Appointment group ►
Appointment Books and select Actions menu ► Print
Appointment Book
Keyboard Shortcut In the Appointment Book press Ctrl + P
Double-Click Not Available
Context Menu
(Right-Click) Not Available
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Appointment Pad
Medtech Evolution provides the functionality to present up to eight providers
appointments in a single window. The Appointment Pad retains most of the
existing functionality of the Appointment Book.
Navigation Type
Ribbon Select Home tab ► Appointment group ►
Appointment Pad
Keyboard Shortcut Not Available
Double-Click Not Available
Context Menu
(Right-Click) Not Available
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Select the required date to view the appointments for each provider
Click the respective Layouts from the list. You can assign eight
providers per Layout, for further information refer to ‘Pad Layout’
section in the ‘Medtech Evolution Setup User Guide’
Setup Note
The functionality of the Appointment Pad remains similar to
Appointment Book, for further information refer to ‘Appointment
Book’ section in the ebook.
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Screening
The Screening module allows the documentation of patient’s results whilst also
enabling the user to add a recall for the screening entry being made.
Setup Note
It is recommended that if adding a screening result that requires a recall to be
created, to do so via the Screening tab rather than the Recalls tab.
The Screening Chapter will cover the following actions
The Screening window can be accessed via the Patient Manager ► screening tab (as in
this scenario)
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Add a Screening Entry
Use Add New screening option to add new screening entry for the patient.
Pre-Requisites
Ensure an appointment template is created for each provider in the practice
prior.
Navigation Type
Ribbon Select Patient Tab ► Clinical Actions► Click Screening
icon ► New Screening Entry or Click Screening icon ►
Screening History ► Edit group ►Click New icon
Keyboard Shortcut In Screening History Tab ,CTRL +N
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Main
Select the provider who the screening entry is being made for
from the Provider dropdown list (the logged on Service Provider
will be displayed by default).
The date defaults to today’s date. If this needs to be changed,
either select the required date from the Date dropdown list or
type the date directly into the Date field
From the Code dropdown list, select the screening code
required e.g. weight. (Please refer to the Setup User Guide,
Recall / Screening, for information on how to create a new
Screening Term)
Enter the screening result in the relevant field/s (the fields are
dependent on the screening code selected)
If necessary, select an outcome from the Outcome dropdown
list (For More Instructions, refer to the Setup User Guide, Recall /
Screening, on how to add outcomes to Medtech Evolution)
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Setup Note
Options for an outcome can be set up using the menu option
Setup / Recall and Screening / Screening Terms - Outcome
Tab.
Type any notes directly into the Note field
From the Recall In dropdown list, select when the patient is to
be recalled. If the required option is not available type the
number of days / months / years followed by D, M or Y e.g. 5Y =
5 years
Alternatively, select the date required from the dropdown list to
the right of the field, or type the date into the field directly
The provider defaults to the provider selected in the main
section. If necessary, select another provider from the Provider
dropdown list
If necessary, enter any notes for the recall in the Note field
Click OK to save the screening entry and close the New
Screening Entry window
Setup Note
Invoice would be automatically generated whenever
Screening Terms are configured with default Outcome having
service associated.
Click Cancel to abort and close the New Screening Entry
window
Click Help to view Screen specific help
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Setup Note
If a recall is not being created at the same time, click OK or
press Enter. If a recall is being created, continue with the
steps below
Chart
Clicking on this tab will display all the previous entries where a user can
view the pattern of change.
Documents
This tab is only available if the screening term has documents
associated with it. To view or print the associated document click onto
the document name
View / Modify or Inactivate Screening Entry
Use View/Modify or Inactivate option to edit or inactivate existing screening
entry
Pre-Requisites
Ensure an appointment template is created for each provider in the practice
prior.
Screening entry added for the patient.
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Navigation Type
Ribbon Select Patient Tab ► Clinical Actions ► Click Screening
icon ► Screening History ► Edit group ► Click Open
icon
Keyboard Shortcut In Screening History Tab , CTRL + O
Double-Click Double click to open the highlighted item from Screening
History list
Context Menu
(Right-Click) Not Applicable
Highlight the Screening entry to be viewed, modified or inactivated
The View Screening Entry window will be displayed; this is the same as
the New Screening Entry window. View and /or make the necessary
modifications.
If the screening entry is to be inactivated, select the Inactive tick box
Click OK to update Changes to view Screening entry and exit the
window
Click Cancel to abort the process and exit window
Click Help to view Screen specific help.
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Filter Screening History
Use Filter option to filter the listing of Patient Screening Records by Code,
Group and to include Inactive entries
Pre-Requisites
Ensure the required patient is on the palette.
Screening entry added for the patient.
Navigation Type
Ribbon Select Patient Tab ► Clinical Actions ► Click
Screening icon ► Screening History ► Filter group ► Click
Filter icon
Keyboard Shortcut In Screening History Tab, CTRL + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Select the code to be filtered for from the Code dropdown list
If necessary, select the group to be filtered for from the Group
dropdown list.
Select the Include Inactive tick box if inactive records are to be
included in the filtered results
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Click OK button. Any results matching the filtered criteria will be
displayed
Click Cancel to abort and close the Filter Screening History window
Click Help to view Screen specific help
Setup Note
Use this term only to filter screening history for this term only.
Chart a Screening Record
Medtech Evolution allows you to select a specific Screening record and chart
the results. This option will chart all records with the same subject with the
most recent appearing first. Charted results can be graphed.
Pre-Requisites
Ensure the required patient is on the palette.
Screening entry added for the patient.
Navigation Type
Ribbon Select Patient Tab ► Clinical Actions ► Click Screening
icon ► Screening History ► Others group► Click Chart
icon
Keyboard Shortcut In Screening History Tab , CTRL + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlight the record that you wish to chart
Click on the Chart button to display the Patient Screening Chart
screen. Each item will be displayed as a separate entry. An additional
column per result Date received will display automatically
Select the Graph option to display the View Graph screen. The
selected measurements will be displayed as a graph.
Graph Options
Select the Graph option to display the View Graph screen. The
selected measurements will be displayed as a graph and can be
printed
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The Graph Options screen allows the user to define whether or not the
grid axis Lines of the graph are displayed. When Medtech Evolution
compiles a graph, from preselected items, the Left and Right grid axis
lines are displayed on the screen. It is possible to remove one or both
of the sets of grid axis. Only ten items can be graphed at one time
Use Options to display one or both grid axis line. Remove the tick
from the appropriate check box by clicking with the mouse or
by pressing the space bar when the cursor is positioned to
display one or both grid lines
Print the Chart
Save the changes and exit window
Highlight rows for graphing using either the Select All option or from the
Actions menu select Patient Screening Chart / Select All.
Mouse Selection
Individual Row = click with the mouse
Between Two Rows = click the top of the selection with the mouse then
hold down the Shift key and click with the mouse on the last row, all
rows in between will be highlighted.
Multiple Rows = Holding down the Ctrl key and clicking with the mouse
will select/unselect the row.
Print the list
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Recalls
The Recall module allows the user to add recalls for a patient without adding any
screening results.
Setup Note
It is recommended that if adding a screening result that requires a recall to be
created, to do so via the Screening tab rather than the Recalls tab.
Patient Recall
The Recalls window can be accessed via the Patient Manager ► Recalls tab
(as in this scenario):
Due (due date of the recall)
Description (Recall / Screening Description)
Out (outcome of the recall if the results have been entered)
Cycle (the period in which the recall is cycled e.g. 2 years for a smear)
Note
# (number of times the recall has been rescheduled)
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Prov (provider the recall is attached to)
Add New Patient Recall
Use New Recall option to add a new Patient Recall
Pre-Requisites
Ensure the required patient is on the palette.
Screening term and code need to be set for recall.
Navigation Type
Ribbon Select Patient Tab ►Recalls group ► Click Recalls
► New Recall or in Patient Recalls Tab ► Click
New icon
Keyboard Shortcut In Patient Recalls Tab CTRL +N
Double-Click Not Applicable
Context Menu (Right-
Click) Not Applicable
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Recalls are divided into recall type, Screening, Vaccine, Vaccine
Group and Advanced Form. Select a recall type from the drop down
listing
The codes available on the selection list are determined by the recall
type. For instance, BP, Blood Pressure will appear if Screening is the
recall type but not if Vaccine was selected
The period of time you wish to recall the patient in, for instance 1 week
To select a Date, when the recall is due you can type the required
date in the appropriate field or use the Calendar
Type in details for a note associated with the recall
Select the provider the recall is associated with from the Provider
dropdown list
It is possible to select a recall cycle time period to recall the patient
back in. When you add a screening result for the recall, the recall
period will be defaulted to the time period set up in this field
The Reason dropdown list will be enabled only for the Recall Type
‘Vaccine’. Select the respective reason for rescheduled from the
dropdown list
Click OK to save patient recall and close the New Recall window
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Click Cancel to abort and close the New Recall window
Click Help to view Screen specific help
View / Modify or Inactivate a Recall
Use Open / Modify or Inactivate to View / Edit or Inactivate a Recall
Pre-Requisites
Ensure the required patient is on the palette.
Screening term and code need to be set for recall.
Navigation Type
Ribbon Select Patient Tab ► Recalls group ►Click Recall icon
►Patient Recalls Tab► Click Open icon
Keyboard Shortcut In Patient Recalls Tab ,CTRL + O
Double-Click Double click to open the highlighted item from Patient Recall list
Context Menu
(Right-Click) Not Applicable
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Highlight the Recall to be viewed, modified or inactivated
The View Recall window will be displayed; this is the same as the New
Recall window. View or make the necessary modifications
If the Recall is to be inactivated, select the Inactive tick box
Click Ok to save the Patient Recall and exit the window
Click Cancel to abort the process and exit window
Click Help to view Screen specific help
Setup Note
The due date, recall code, previous outcome, recall cycle,
associated note and provider details are displayed in due date
order. Inactive entries are displayed with a line through all the details,
if the filter to display inactive entries is selected. All overdue recalls
are displayed in Red.
Filter Recalls
There are no filters other than inactive available for this screen (for instructions
refer to Filter section in ‘Medtech Evolution Fundamentals Guide’).
Setup Note
The screening tab can be filtered for the same screening term listed in the
recalls tab. Right click the recall in the recalls tab and select Filter Screening
History. The screening tab will be displayed, filtered for the term on the
recalls tab.
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Add an Exemption to Cancel a Recall
A recall can be exempted by adding an exemption outcome to cancel the
recall. When ‘exempt a recall’ is entered by adding a screening exemption
outcome, the recall is marked as Exempted in the Contact column of the list.
Whereas a screening record along with the exempt outcome is added to the
Patient's Screening Module
Pre-Requisites
Ensure the required patient is on the palette.
Recall is already added.
Navigation Type
Ribbon Select Patient Tab ► Recalls group ► Click Recalls ►
Patient Recalls Tab► Click Exempt icon
Keyboard Shortcut In Patient Recalls Tab, CTRL + X
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlight the recall to be cancelled
Click the Add a Screening Exemption Outcome to cancel this recall
icon
The Exempt Recall window will be displayed.
Provider for the selected Recall Type
Code of the selected Recall Type
The Date field defaults to today’s date. To exempt a patient on
another date, select the date required from the Date dropdown list or
type the date directly into the field
Select the exemption reason from the Outcome dropdown list
If necessary, type any notes into the Note field.
Click OK Button to save Exempt Recall and exit window
Click Cancel to abort the process and close Exempt Recall window
Click Help to view Screen specific help
Setup Note
Outcomes are directly related to recall codes. Please refer to the
setup user guide for further information.
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Reschedule a Recall
Recalls can be rescheduled by altering date and provider whereas the code
is unalterable
Pre-Requisites
Ensure the required patient is on the palette.
Recall is already added.
Navigation Type
Ribbon Select Patient Tab ► Recalls group ► Click Recalls
icon ► Patient Recalls Tab► Click Reschedule
Recall icon
Keyboard Shortcut In Patient Recalls Tab ,CTRL + R
Double-Click Not Applicable
Context Menu (Right-
Click) Not Applicable
Highlight the recall to be rescheduled
Click the Reschedule Recall icon
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The Reschedule Recall window is displayed.
The codes available on the selection list are determined by the recall
type
Select the In dropdown list and select how far from the current recall
the new recall date will be.
Select the new recall date from the New Date dropdown list or type
the date directly into the field
The Comment field generally defaults to Rescheduled; this field can be
over typed if necessary
Service provider
Click OK to save the information and place Rescheduled in the
Contact column of the listing while placing the number of times the
recall has been rescheduled # column
Click Cancel to abort the process and close the New Patient Alert
screen
Click Help to view Screen specific help.
Alerts
Alerts can be used to notify staff members of important information such as bad
debtors and items the patient needs to collect. If a patient has had an alert created
for them, it will display in the patient alerts area on the palette. There are two types
of alerts, clinical and non-clinical. Clinical will be displayed in Red on the palette
and Non-Clinical will be displayed in blue. If required, the alert can automatically
display on the screen as a popup window every time the patient is placed on the
Palette.
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This Alerts Chapter will cover the following action(s):
Add an Alert
View / Modify / Inactivate
Filter
Navigation Type
Ribbon Select Home tab► Appointment group ► Alerts
Keyboard Shortcut Shift + F6
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Patient Alert
Alerts can be used to notify staff members of important information such as
bad debtors and items the patient needs to collect.
The Severity of the Alert will be displayed here
The Type of the Alert will be displayed here
The Alert Code will be displayed here
The Alert Notes will be displayed here
The Expiry date will be displayed here
The colour variation is based on the type of the alert
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Adding an Alert for a Patient
Use this option to add a patient alert when the required patient is on the
palette.
Pre-requisites
Ensure that the required Patient is on the Palette
Navigation Type
Ribbon Select Home tab► Appointment group ► Alerts then select
Patient Alerts tab► Edit group ► New
Keyboard
Shortcut In the Patient Alerts screen press Ctrl + N
Double-Click Not Applicable
Context
Menu (Right-
Click) In the right click popup menu select New
Select the alert required from this dropdown list. This code will appear
on the patient palette as shown in example below for ‘Allergy (A)’:
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The entries displayed in the code dropdown list are created in the Setup
module. Please refer to the Setup User Guide for further information.
It is possible to create new alert from the New Patient Alert screen.
If the appropriate Alert is not available scroll to the bottom of the dropdown
list and select ‘Add…(…)’.
The New Alert window will be displayed.
Enter the Code for the alert (this must be unique and this is the
code that will appear as the Alerts area on the Patient Palette).
Based on the Code the Type will be automatically displayed
over here
The Severity will be selected from the drop down list
The Effective Date will be selected from the calendar
The Expiry Date will be selected from the calendar
Tick the Clinical checkbox option if the Alert type is Clinical.
Enter the Alert Notes
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Click OK to create the Alert; this will close the New Alert screen.
Click Cancel to abort the process and close the New Alert
screen.
Click Help to view Screen specific help.
Based on the Alert Code the type will be automatically displayed over
here
The Severity will be selected from the dropdown list
The effective date will be selected from the calendar
The Expiry Date will be selected from the calendar
Tick the appropriate checkbox which requires auto prompting
Enter the Alert Notes
Click OK to save the Alerts Notes
Click Cancel to close the window
Click Help For specific screen Help
View / Modify or Inactivate an Existing Patient Alert
Use this Option to View/Modify or inactivate an existing Patient Alert
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Navigation Type
Ribbon Select Patient tab► Clinical group ► Alerts then select
Patient Alerts tab► Edit group ► Open
Keyboard
Shortcut In the Patient Alerts screen press Ctrl + O
Double-Click Yes
Context Menu
(Right-Click) In the right click popup menu select Open
View Patient Alert window will be displayed.
To inactivate an Alert, click in the Inactive check box.
Click OK to save alert and exit window
Click Cancel to abort the process and exit window
Click Help to view Screen specific help
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Patient Manager
The Patient Manager module incorporates twenty three Medtech Evolution modules into one
tab. When the Patient Manager is selected, if any of the incorporated modules (e.g. Medical
Warnings, Medication, Daily Record, etc.) are open, the tab will close as it is accessible within
the Patient Manager.
Open Patient Manager
On selection of Patient Manager, if any incorporated modules currently open
will be closed as it is accessible within the Patient Manager.
Pre-Requisites
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Manager
Keyboard Shortcut F6
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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All Encounters will display all the encounters of the active Patient on
the palette
Daily Record will automatically record details of all the events for the
current patient in date descending order. (For further information, refer
to Daily Record section in this User Guide)
Medication will record information relating to prescriptions in the
Patient Medication screen (For further information, refer to Patient
Medications section in this User Guide)
Click the Lab Referral icon to create a New Laboratory referral (For
further information, refer to Create a New Laboratory / Radiology
Referral section in this User Guide)
Click the Radiology Referral icon to create a New Radiology referral
(For further information, refer to Create a New Laboratory / Radiology
Referral section in this User Guide)
Patient Inbox includes all Incoming patient information, e.g. Laboratory
results are displayed within the Patient Inbox. The information may be
loaded via electronic mail, or manually (For further information, refer to
Inbox section in this User Guide)
Patient Outbox records information relating to outgoing documents in
the Patient Outbox screen. It is possible to add or modify a Patient's
Outbox listing using the Patient Outbox function (For further
information, refer to Patient Outbox section in this User Guide)
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Accidents record information relating to accidents in the Patient
Accident screen. It is possible to add or modify a Patient's Accidents
using the Patient Accidents function. (For further information, refer to
Accidents section in this User Guide)
Immunisation will allow doctors to record a patient’s immunization
history (For further information, refer to Immunisations section in this User
Guide)
Classification will record details of patient's problems using the Read
Classification system within the Patient Classification screen (For further
information, refer to Patient Classification section in this User Guide)
History enables you to record details of patient's past problems via the
Read Classification system within the Patient History screen (For further
information, refer to History section in this User Guide)
Medical Warnings will record patient Medical Warning information
within the Medical Warnings screen. It is possible to add or modify a
Patient's Medical Warnings using the Medical Warnings function. (For
further information, refer to Medical Warnings section in this User
Guide)
Advanced Form is simple, standardized electronic collection of primary
healthcare information. (For further information, refer to Advanced
Forms section in this User Guide)
Front Page displays a summary of important Patient information to be
used as an overview. Summary information includes Patient's Family
Members, Patient History, Long Term Medications, Classifications, and
Patient Recalls (For further information, refer to Front Page section in
this User Guide)
Contacts records miscellaneous contact information relating to
patients in the Patient Contacts screen. Contact notes can be typed
and updated without adding to consultation (For further information,
refer to Patient Contact section in this User Guide)
A/c Holder Account records the account holders’ transactions (For
further information, refer to A/C Holder Account section in Medtech
Evolution GP Front Desk User Guide)
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Patient Transactions records the Patients’ transactions. It is also possible
to produce a listing of transactions for a Specific Patient. (For further
information, refer to Patient Transactions section in the Medtech
Evolution GP Front Desk User Guide)
Recall allows you to schedule recalls. (For further information, refer to
Recalls section in this User Guide)
Screening allows you to maintain screening records for patients. (For
further information, refer to Screening section in this User Guide)
The Medical Calculator module assists the user in calculating the
following information: Body Mass Index, Body Surface Area, Creatinine
Clearance, Spirometry and Estimated Date of Delivery. (For further
information, refer to Medical Calculator section in this User Guide)
Appointments will display the active patient’s appointment list, both
future and past appointments in the Patient Appointments window (For
further information, refer to Patient Appointment History section in the
Medtech Evolution GP Front Desk User Guide)
Alerts can be used to notify staff members of important information
such as bad debtors and items the patient needs to collect (For further
information, refer to Alerts section in this User Guide’)
Patient Tasks module enables the user to assign a new task for the
patient (For further information, refer to Task Manager section in the
‘Medtech Evolution Front Desk User Guide’)
Consultation Menu based access
Consultation Notes (For More instructions, refer to Consultation Notes
section in this User Guide)
Consultation Details Section - Associated consultation information will
automatically be displayed at the bottom of the screen. (For further
information, refer to Consultation Notes section in this User Guide)
Daily Record for the currently active patient
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Setup Note
The test on the menu items are coloured black, in general; however the
following menu items are colour coded:
Recalls – will be displayed in red if overdue
Medication – will be displayed in blue if long term medications exist
Classification – will be displayed in blue if long term classifications
exist
Medical Warnings – will be displayed in red if a medical warning
exists
Patient Tasks – will be displayed in red if an overdue task exists
When any of the functions within the contextual menu of patient manager is
selected, it will open within the Patient Manager tab as a separate section
with the corresponding contextual toolbar menu.
Single View
Some of the functionalities in the Patient Manager contextual menu will be
displayed as a single section within the Patient Manager tab, when clicked.
For example, when Medical Warning functionality is clicked, the Medical
Warnings screen will be displayed within the Patient Manager tab as a single
section on the right, as shown below:
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To view the details of the existing record, double-click on the record in the list
to be viewed in a separate window with the details for the selected record.
List and Detail View
Some of the functionalities in the Patient Manager contextual menu will list the
corresponding records in one section and provide the details of the selected
record in another section.
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For example, when Patient Outbox functionality is clicked, the Patient Outbox
screen will list the corresponding records for the active patient in one section
and the details of the selected Outbox record will be displayed in another
section (below the Patient Outbox list section), as shown below:
Add a new Entry from Patient Manager
User can add a new entry for the functionality from the Patient Manager tab in a
separate window, by clicking the Add New icon in the corresponding section.
Patient Inbox functionality in Patient Manager tab will be an exception. When adding
a new Patient Inbox Record by clicking the Add a New Inbox Record icon in the
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Patient Inbox toolbar, the New Patient Inbox section will be displayed replacing the
Patient Inbox section within the Patient Manger tab.
Daily Record
Daily Record will automatically record details of all the events for the current
patient in date descending order. Upon entry to the screen, a listing of the
Patient’s events that have been recorded will be displayed in date
descending order.
This Daily Record Chapter covers the following action(s):
Flag A Daily Record Item As Confidential
Filter The Daily Record Listing
Navigation Type
Ribbon Select Patient Tab► Clinical Actions ► Daily Record
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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The Date of an event is shown as a title
Day
Provider code
A tab format of months and years is displayed to the right of the
window. The months that have consultation entries added are
displayed in Blue. Clicking on the required year and month, will display
the appropriate daily record information
Flag a Daily Record item as Confidential
The ability to flag a Daily Record item as confidential allows users to flag
Consultation Notes, Prescriptions and Patient Classifications as being
Confidential. Items are then only visible to the Provider that flagged the item.
All other users (that do not have a clinical trust relationship) will only see the
word Confidential when looking at the item. If they try to open a confidential
item, a message will be displayed explaining they do not have access to it.
Pre-Requisites
Ensure clinical information, with the exception of appointment, accounting
and recall details are displayed in this list.
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Navigation Type
Ribbon Select Patient Tab► Clinical Actions ► Daily Record icon►
Daily Record Tab ► Open
Keyboard
Shortcut
Select Daily Record Tab and use CTRL + O to open Highlighted
item in this list
Double-Click Double click on the Highlighted item in Daily Record List.
Context Menu
(Right-Click) Not Applicable
Highlight the required item and click open to flag an existing Daily
Record item as confidential
Place a tick in the confidential check box. Select OK to save the
information
Filter the Daily Record Listing
Pre-Requisites
Ensure the required patient is on the palette.
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Navigation Type
Ribbon Select Patient Tab ► Clinical Actions group ► Daily Record
► Daily Record Tab ► Filter group ► Filter
Keyboard
Shortcut In the Daily Record screen press Ctrl + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
From Date: Used to display daily record items between a date range
To Date: Used to display daily record items between a date range
Provider: Selecting a specific provider will only display items entered by
the Provider. By default this field displays as All Providers
Within Read: To display items with Classifications that lie below the
selected Read Code. Use the Read Code Search to select the
required criteria
With Classification: These options will display items with the selected
Read Code. Select the required code from the Patient Classification
listing
Or will display items with the selected Read Code. Select the required
code from the Patient Classification listing
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To Include outbox, inbox and medication records
Therapeutic Group: This option will display consultations and
associated event items that have an entry with prescriptions whose
drug is of the selected Therapeutic Group. Use the Therapeutic Group
search to select the required criteria
Display only consultations with medications belong to this Interaction
class
Generic Group: This option will display consultations and associated
event items that have an entry with prescriptions whose drug is of the
selected Generic Group. Use the Generic Group search to select the
required criteria
This option will display consultations and associated event items that
have an entry with the selection medication
This option will display consultations and associated event items where
a consultation notes contain the keyword or phrase. Type in the details
of the word or phrase you wish to use as criteria for the search
Accident: This option will display consultations and associated event
items where a consultation has been nominated as being associated
with this accident. Select the required option from the Patient
Accident listing. NB: Work Place Accidents are displayed in Blue.
Any: The selection option Any displays all notes with an accident
associated with them
Display Selected Consultation type
Select Clinical status from drop down list
Include Inactive: To include inactive entries within the filter criteria
place a tick in the Inactive check box
Hide Non Consult: Upon selecting the Hide Non-Consult option from
the Daily Record Filter screen the Daily Record is filtered so that only
consultations and their associated daily treatment items will display.
Items which are not linked to a consultation will be hidden. This option
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is also available as a right click mouse option on the Daily Record
screen
Affiliation: Where records have been created and highlighted for
specific provider affiliation users have the ability to select to display an
identified affiliation or affiliations via a tick box selection. A right hand
mouse click option is available to either Select All,
Click OK to filter the Daily Record and close the Filter Daily Record
window
Click Cancel to abort the process and close the Filter Daily Record
window
Click Help to view Screen specific help
Right Hand Mouse Options
Use shortcut option using the right hand mouse button
This will copy the highlighted items to allow the user to paste them into
another screen
This option enables you to send to third party the highlighted
consultation information
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This option will automatically filter the Daily Record for the highlighted
Classification displaying the relevant consultations associated with the
classification
To Include outbox, inbox in the filter criteria
This option will automatically filter the Daily Record for the highlighted
Medication displaying the relevant consultations associated with the
medication
Filter the daily record for selected affiliation only
This option will automatically filter the Daily record for the Highlighted
Clinical status displaying the relevant consultation and Inbox records
associated with the Clinical status
Hide any records that are not linked to consultation notes
List using the default filter option
This will allow the user to assign the Clinical Status for the Consultation
or the Inbox records
Setup Note
Right Hand Menu options listed above can also be accessed under
the ribbon.
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Medical Warnings
Patient Medical Warning information can be recorded. The warnings can be
associated to Drug Class and Generic Groups. A non-drug related Medical Warning
(allergy) can also be added which can be flagged to appear when prescribing
medications, if required. This feature in Medtech records allergies and patient
reactions to medications.
Patient Medical Warning
The Medical warnings Chapter will explain the following actions
Add a New Medical Warning
View / Modify or Inactivate Medical Warning
Filter Medical Warning List
Print Medical Warning List
Setup Note
If the warning has been flagged to appear, or has an interaction with the drug being
prescribed, the warning will appear on the New Medications Screen when
prescribing.
Highlighting the interaction, when multiple interactions are displayed, allows the user
to view the Details of the interaction.
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Navigation Type
Ribbon Select Patient Tab ► Medical Record group ► Medical warning or Medical Warnings can be accessed via
the Patient Manager ► Medical Warnings tab
Keyboard Shortcut Shift + F8
Double-Click Not Applicable
Context Menu (Right-
Click) Not Applicable
Add a New Medical Warning
Use this option to add a new Medical Warning
Pre-Requisites
Ensure the required patient is on the palette.
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Navigation Type
Ribbon Select Patient Tab ► Medical Record group ►
Medical warning and then select Medical
Warnings tab ►Click New icon
Keyboard Shortcut In Medical Warnings Tab, CTRL +N
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
The Date field defaults to today’s date; this can be changed by
overtyping the date or selecting the date required from the associated
dropdown list.
Select the medical warning type from the Type dropdown list.
If Drug Class or Generic Group was selected from the Type dropdown
list, enter a few letters of the Class or Code (into the associated field)
and press the Tab key.
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The associated Find window will be displayed, select the
required entry
Click OK to save search criteria and close Drug class
search screen
Click Cancel to abort the process and close the Drug class
search screen
Click Help to view Screen specific help
If any notes are to be attached to the medical warning, enter them
into the Note field. The notes will be visible when Prescription Warning
Details are viewed.
If Note Only was selected from the Type dropdown list, and a warning
is to be displayed when prescribing medication, an Rx Warning tick
box will be displayed, defaulting to ticked
If necessary, The Provider information can be changed by selecting
from the Provider drop down list
Click OK to save and close the New Medical Warning screen
Click Cancel to abort the process and close the New Medical Warning
screen.
Click Help to view Screen specific help
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Allergies, Phobias, or Non-Drug related Medical Warning
Allergies, Phobias, or Non Drug Medical warnings can be added by selecting
Note Only in the Type Field of the new Medical warning screen.
Select the relevant date from the dropdown calendar list, by default
current date will be displayed
Select an option Note Only in the Type Field
Enter the information you want to appear when the warning is
displayed, in the Note Field.
If the warning is to be associated with prescriptions, select the Rx
Warning checkbox. Otherwise leave it un-selected
Select the respective provider from the dropdown list
Click OK to save the Medical Warning and close the New Medical
Warning window
Click Cancel to abort and close the New Medical Warning window
Click Help to view Screen specific help
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View / Modify or Inactivate Medical Warning
Use View / Modify or Inactivate option to view or make necessary
modifications.
Pre-Requisites
Ensure that the required patient is on the palette.
Navigation Type
Ribbon Select Patient Tab ► Medical Record group ► Medical
warning and then select Medical Warnings tab ► Click
Open icon
Keyboard Shortcut In Medical Warnings Tab, CTRL + O
Double-Click Yes
Context Menu
(Right-Click) In the right-click popup menu select Open
Make the necessary modifications and Click OK to save Medical
warning information
Click Cancel to abort the process and close the View medical
Warning screen
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Click Help to view Screen specific help
If the item is to be inactivated, select the Inactive tick box
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History
Medtech Evolution enables you to record details of patient's past problems via the
Read Classification system, within the Patient History screen.
Upon entry to the screen, a listing of the Patient’s History that has been recorded will
be displayed along with the Date of Entry, Read Code Term, and associated Note.
These are displayed in the top half of the screen.
The bottom half of the screen is a free typing text entry box where manual history
notes can be added. Clinical Keywords can be used in this area
Patient History
Navigation Type
Ribbon Select Patient Tab ► Medical Record group ► Click
History icon or History can be accessed via the Patient
Manager ► History tab
Keyboard Shortcut Ctrl + F8
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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The date of onset can be typed in the field, month and year only, or
use the Calendar
Select the Patient History via the Read Code Search
Associated note
The bottom half of the screen is a free typing text entry box where
manual history notes can be added. Type the details that you wish to
appear into the space provided.
Setup Note
Format Free Text Entry
If you wish to format this in any way, highlight the required text then
click with the right hand mouse button to display the formatting
options. The options include font, italics, bold and underline, allowing
you to easily format a professional looking logo. (The ability to center
or align the logo is found under the Paragraph option). This section
can also be copied and pasted to other windows within the
software, for instance within a referral letter
Add a new History Item
Use the Add new history option to add a new Patient History
Pre-Requisites
Ensure that the required patient is on the palette.
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Navigation Type
Ribbon Select Patient Tab ► Medical Record group ► Click
History icon and Select History Tab ►Click New icon
Keyboard Shortcut In History Tab, CTRL + N
Double-Click Not Applicable
Context Menu
(Right-Click) In the right click popup menu select New
Select the Patient History Item using the Read Code search in the Read
Code field
In the Note field enter any associated notes that you want recorded
along with the Read Code
Enter the Date of Onset by selecting the month and year only, or use
the Calendar
If you wish to add the History item to the Patient Classification listing,
place a tick in the Add to Classifications tick box. When the
information is saved the selected History will automatically be added
to the Classification listing and the Consultation screen
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Free Text History Entry
The bottom half of the screen is a free typing text entry box where
manual history notes can be added. Type the details that you wish to
appear into the space provided.
Free Text History Entry is free typing text entry box where manual
history notes can be added
If you wish to format this in any way, highlight the required text then
click with the right hand mouse button to display the formatting
options. The options include font, italics, bold and underline.
This section can also be copied and pasted to other windows
within the software, for instance within a referral letter.
View / Modify or Inactivate History Items
Use open option to View / Modify or Inactivate History Items
Pre-Requisites
Ensure the patient is on the palette.
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Navigation Type
Ribbon Select Patient Tab ► Medical Record group ► Click
History icon and Select History Tab ►Click Open icon
Keyboard Shortcut In History Tab, CTRL + O
Double-Click Double click on the Highlighted item in Patient History List.
Context Menu
(Right-Click) In the right click popup menu select Open
Highlight the History item to be viewed, modified or inactivated
Make the necessary modifications and click ok to save the patient
history and close the window
Click Cancel to abort and close View History window
Click Help to view Screen specific help
If the item is to be inactivated, select the Inactive tick box.
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Filter History by History Type
It is possible to filter the listing of History records within the History screen to
display All History information or only Family History, Past Medical/Surgical
History, or Social/Personal History.
Pre-Requisites
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient Tab ► Medical Record group ► Click
History icon and Select History Tab ►Select History Type
drop down list
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Upon entry to the History screen the listing defaults to All, click on the
Drop Down arrow with the mouse to display the History selection filter
listing. Highlight the required entry and press the enter key to select.
Only those History items within the selected category will be displayed.
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Patient Outbox
The Patient Outbox stores and creates all outgoing documents generated for the
patient on the palette. The documents are user definable, and created in the
Medtech Evolution setup. It is possible to add or modify a Patient's Outbox listing
using the Patient Outbox function.
Setup Note
For further information on setting up Outbox Documents, please refer to the Setup
User Guide (In / Outbox).
The Patient Outbox window can be accessed via the Patient Manager ► Out Box tab (as
in this scenario):
The most recent document is displayed at the top of the list. The Outbox Folder filter
dropdown list defaults to All, to filter for a specific folder, select the folder required from the
dropdown list e.g. Laboratory.
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Create a New Patient Outbox Document
Use New doc option to add a new patient document
Pre-Requisites
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient Tab ► Documents Group ►Click New
doc or
Select Patient Tab ► Documents Group ► Click
Patient Outbox ► Click New icon
Keyboard Shortcut In Patient Outbox tab, CTRL + N
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Main Tab
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Select the document template required from the Document
dropdown list e.g. Bag Label. The selected document will
display as you tab out of the field. If the document is linked to
Word, the majority of the window will be a grey colour and a
Word button will be enabled in the bottom right corner
Setup Note
If the document is linked to Word, the majority of the window will be a
grey colour and a Word button will be enabled in the bottom right
corner.
Click this button to open the document in Word. Once you have
completed the document, click the Save button. You will be returned
to the New Patient Document window. If necessary, complete
steps 3, 11 – 17
If the letter is being sent to a third party, select them from the To
field, by typing the first few letters of the surname and press the
Tab key. The Find Address Book window will be displayed where
you can select the entry in the usual way. Having selected an
address book entry press the Tab key to display their details
within the document (if the associated merge fields are in the
document template)
Select confidential option to display document as
"Confidential”. Only the user who made the document
confidential will have access to the information when they view
the document.
Medtech Evolution enables providers to flag Outbox documents
as being a "Parked Document", i.e. uncompleted. Selecting this
option will automatically add the document to the Parked
Documents screen where it can be accessed at a later stage
for completion.
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If text is to be added to the document, type the text where
required in the large white document area (Clinical Keywords
can be used in this area by typing a full stop followed by the
abbreviation, and then pressing either the space or enter key).
The text can be formatted using the standard windows
formatting toolbars above the document.
The Go Dot button can be used to navigate through the
document to the position where three dots have been placed.
This button is only useful if the template has been created using
three dots in the Medtech Evolution setup.
Add Task Reminder for this document
Prefix the task with this comment
Add task for this staff member
Select Staff
The default printer will be displayed in the Printer field. It is
possible to select the Report Manager as a printer option. This
allows you to view or print the report at a later stage, access to
the Report Manager is from the menu option Report /
Accounting / Report Manager.
Select the service provider from the drop down list
Setup Note
Select the Provider before typing within the text of the
document.
Select the number of copies to be printed by using the
directional arrows, one copy appears by default
When setting up the Out Box Documents it is possible to add a
shortcut within the letter that requires a response. This is shown as
three dots ..., the Go Dot option will automatically go to the next
such shortcut
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Send this outbox document to:
To Mail Recipient - Select Send To / Email to save the
document, the Send Email window will be displayed from
your email program, e.g. Microsoft Outlook. Choose the
Profile of your email. Then select OK to display the email
message
Fax Recipient - Select Send To / Fax to display the Fax
screen. Selecting this option will save the document and
fax the document using the fax printer setup within File /
Print Setup.(The Fax icon is only available if the site is
registered for faxing) A window will display enabling the
user to enter the following information:
o Fax Number - By default the Fax number of the
selected address book entry from the To: field will
be displayed, however if this information is not
available the required fax number can be typed
here.
o Subject - By default the Name of the selected
address book entry from the To: field will be
displayed; however the user can type a subject
into this field if required.
Send Document via Health link - RSD documents can only
be sent if the patient has a Date of Birth, Gender, and
Address details, as well as the sending Provider must have
a NZMC number assigned.
When selecting the ‘Send To / Health link Recipient’
option the ‘Send Document as RSD via Health link’ screen
will be displayed where it is possible to indicate if the
document is to be sent as a ‘Referral’ or a ‘Discharge
Summary’.
The format is identical however the Inbox entry will
indicate the selected option. It is necessary to enter the
recipient’s Health Link mailbox. When selecting the ‘To’
address book entry, their Health link mailbox information
will default if recorded otherwise this can be entered
manually.
South Auckland Health has an additional field visible
which enables them to set the ‘Priority’ of the document.
Documents are sent when the message transfer utility is
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activated. (Tools / Message Transfer/ Message Transfer
Utility). The status of the message can be viewed within
the Messages Lodged screen (Tools / Message Transfer /
Messages Lodged.)
Send Out Box Document To PDA - Select Send To / PDA
to save the document, the Send To PDA window will be
displayed. Check the path of the Synchronisation Folder
(the Change Option will allow you to alter the path)
where the document will be saved.
OK will save the document and add the record to the
Patient's Outbox. The document will be available within
the selected folder when the active synchronisation
program that is installed on the PDA is connected. Note:
This is a one way process, documents written into the
directory will not be uploaded to Medtech Evolution.
Note: The first time you use this it is necessary to select the
required synchronisation folder path to define where the
documents will be stored. When using Microsoft Active
Sync (e.g. for an IPAQ) then the directory will be
something like:
Win2k:
C:\Documents and Settings\username. Domain
name\My Documents\Pocket_PC My Documents
Win95:
C:\My Documents\Pocket_PC My Documents
The directory window will appear for each user on the
same computer as the directory can be linked to
username (if using win2k). Each subsequent export will
present a dialog confirming the location of the
synchronising directory.
A file will be created in this directory with the name
[patient name (title, first name, surname)]-[document
code]-yyyymmddhhnn.rtf.
Selecting Print option will send the document to the printer
displayed in the Printer field, save the document, add the
record to the Patient's Outbox and close the window.
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Setup Note
(Specific documents can have a default printer - this can be
setup via File / Print Setup - Document Defaults Tab).
Medtech Evolution Wizard enables Clinical and Laboratory
information to be inserted into the document. Click OK to save
the document and add the record to the Patient's Outbox.
Out Box Wizard
The Out Box Wizard allows the user to quickly insert patient
clinical information in an Out Box Document. Click on the
Wizard icon to display the Document Wizard screen. The screen
is split into two sections; the left hand section contains the
wizard, clinical information to be selected.
The right hand side of the screen displays the document. The
document can be Spell Checked by clicking on the Spell Check
The Document icon. The Out Box Wizard has three tabs, Main,
More and Inbox.
The Main tab enables Consultation, Medication,
Classification and Medical Warning information to be The
Main tab enables Consultation, Medication, Classification
and Medical Warning information to be inserted into the
document into the document
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The More tab enables Consultation Notes to be filtered,
along with the insertion of other clinical information
The patient's Inbox list, excluding scanned documents, is
displayed in reverse chronological order. The highlighted
result will be previewed on the right hand side of the
screen
Choose different formatting options
Consultation, Medication, Classification and Medical
Warning information is listed
When setting up the Out Box Documents it is possible to
add a shortcut within the letter that requires a response.
This is shown as three dots ..., the Go Dot option will
automatically go to the next such shortcut
Clicking on the Insert The Selected Items Into The
Document icon will automatically insert selected
information from the Main, More and Inbox tabs into the
Outbox Document where the cursor is currently situated,
or it the document uses the "Go Dot" functions, it will insert
the information into the first Go Dot position by default
Click Spell to "Spell Check" the body of the text
document
Spell Check function
When adding, viewing or modifying documents, Medtech
Evolution enables the user to "Spell Check" the body of the text
document
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If a word is not found in the dictionary, a list of
suggestions will be displayed. Select one of the options
listed below to continue the spell check
Replace with allows to specify a Text to search for and a
find replacement for the text
If a word is not found in the dictionary, a list of
suggestions will be displayed. Select one of the options
listed below to continue the spell check
Ignore will Skips the current word and continues to check
the rest of the consultation no
Ignore All will skip all occurrences of that word in the
consultation notes
Add will add the word in the Not in Dictionary field to the
user defined dictionary
Change will change the word in the Not in Dictionary
field to the word that is displayed in the Replace With
field (either highlight a word from the Suggestions list or
type the word directly into the Replace With field).
Change All will change all occurrences of the word in the
consultation notes with the word displayed in the
Replace With field
Auto Correct will always change the word in the Not in
Dictionary field to the word displayed in the Replace With
field – handy if you always make the same spelling
mistake!
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Click to close the Spell Check window
Main Tab
The Main tab enables Consultation, Medication, Classification
and Medical Warning information to be inserted into the
document. Items need to be selected then click on the Insert
the Selected Items into the Document icon to insert information.
The information will be placed where the cursor is positioned
within the document or if the document used "Go Dot" function
then it will be placed in the first Go Dot position by default. If
there is a sequence of three or more blank lines within the
document the cursor will be placed on the second line and the
text will be inserted there.
Consultation Notes: The following options are available:
All: Placing a tick in this option will include all of the
patient’s consultation history
Date From & Date To: Consultations within a date range
can be included; placing a tick in either of these options
will select both of them. Two blank calendar fields will
display at the bottom left of the screen. The left calendar
will set the From Date and the right To Date.
Dates Displayed: A Patient's consultation notes are listed
in chronological order, displaying the Date, Provider, the
first 128 characters of the Consultation Notes, and
Accident information. The last five consultations are
displayed by default, with the most recent consultation
being ticked ready for Inserting. Both Subjective and
Objective information is displayed
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Select the required Medication information to be inserted
by using check boxes
Select the required Classification information to be
inserted by using check boxes
Select the required Medical warning to be inserted by
using check boxes
More Tab
The More tab enables Consultation Notes to be filtered, along
with the insertion of other clinical information. Advanced
Consultation Filter Section - The filter will only select consultations
that relate to the following items:
Insert consultations that are linked to this accident
Click with the mouse in the check box to select
Classification information. Consultations related to the
selected items will be inserted.
Click with the mouse in the check box to select
Medications information. Medications related to the
selected items will be inserted
Enter text - this will insert all consultations that contain the
entered text
Insert consultations entered after this date
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Insert consultations entered before this date
Insert the most recently recorded entry for the selected
measurements
Insert the details for selected patient accident
Insert the Patient Recalls
Insert the patient history
Insert the Patient alerts
Inbox Tab
The patient's Inbox list, excluding scanned documents, is
displayed in reverse chronological order. The highlighted result
will be previewed on the right hand side of the screen. Place a
tick next to the Inbox records you wish to insert.
Select inbox records entered from this date
Select inbox records entered up to this date
Load the inbox items within specified date range
Click Ok to add Patient document information and close the
window
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Click Cancel to abort the Process and close the New patient
document screen
Click help to view screen specific help.
More Tab
This tab enables you to include additional details within the document
By default, it displays current system date
Type the subject of the document - this will appear within the
Patient Outbox listing for ease of identification, for example
Ophthalmology referral.
Show attachments tab to attach internal or external documents
Read code to classify outbox entry
Comments 1 and 2 can be used to type an appropriate
message or text that you wish to appear in the related merge
fields within the letter.
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Setup Note
(It is necessary to have the relevant insert fields added to the
document from within the set up module via File ► Option ►
In/Out Box ► Out Box Document – Document Designer Tab.)
Select an accident from the drop down listing. Select the
accident by highlighting the required entry and pressing OK to
return you to the More Tab.
NB: When an accident is linked to an Outbox document either
ACC or AITC will be displayed by the Print button.
Internal reference number for this document
Document Section - It is possible to Cc the letter to up to four
address book entries. (It is necessary to have the relevant insert
fields added to the document from within the set up module via
top icon.
Go to Options /In/Out Box / Out Box Document – Document
Designer Tab - Miscellaneous Insert fields, for example
[MIS_COPY_TO_2].)
Setup Note
Task Reminder Section:
Entering information within this section will add a Task to the
Task Manager listing for both the patient and the provider
associated with the outbox document. NB: If the document
and a selected referral service have a task the reminder will
set itself to the soonest date.
Reminder In - Enter the time frame for when the task will be due
Task Prefix - This information will appear within the task details of
the new task so it can be easily identified
Add task for this Staff member
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Setup Note
Task Reminder Section:
Select the More tab to insert information into the document
regarding Classifications, Medications, Measurements,
Recalls, Immunisations, History, Alerts and Patient & Family
History. Select the Inbox tab to insert Inbox results e.g. Routine
Chemistry laboratory results.
Create a New Laboratory / Radiology Referral
Use Lab Referral or Radiology referral option to create a New Laboratory /
Radiology referral.
Pre-Requisites
Ensure patient is on the palette.
Navigation Type
Ribbon Select Patient Tab ► Documents Group ►Click Lab
Referral or Radiology Referral
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Main
Select your laboratory / radiology document from the Document
dropdown list
If the referral is being sent to a third party (not the company, but a
specific doctor), type the first few letters of the surname into the To
field and press the Tab key.
The Find Address Book window will be displayed where you can select
the entry in the usual way. Having selected an address book entry
press the Tab key to display their details within the document (if the
associated merge fields are in the document template).
To order tests, click the tab corresponding to the test/s you require.
Select the tick box next to the test/s required. If you require more tests or
tabs to be entered (or removed), please refer to the Setup User Guide
for instructions
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Select the More tab to enter the following information if required;
Subject, comments, Accident Refs, Carbon Copy and Task details.
Setup Note
By default the name of the document is displayed in the Subject field (in
the Outbox Document list), however if you record a title in the Subject field,
the default will be overridden.
Comments 1 and 2 can be used to type an appropriate message or text
that you wish to appear in the related merge fields within the letter.
(It is necessary to have the relevant insert fields added to the document
from within the set up module via File ► Option ► In/Out Box ► Out Box
Document - Document Designer Tab.)
Select an accident if necessary by highlighting the required entry in the
Accident List and pressing OK to return you to the More Tab.
If you wish the document to record who Carbon Copies should be sent to,
enter the details into the Cc1 – 4 fields. Type the first few letters of their
surname and press the Tab key to display the Find Address Book window.
Up to four carbon copies can be ordered.
If your document is setup in a way that you can type text into a specific
field to print onto the lab request, select the Main tab and type the text
where appropriate.
This feature is dependent on the type of form you print your request
on and how the Outbox Document has been created in the
Medtech Evolution setup.
Task Reminder Section: Entering information within this section will add
a Task to the Task Manager listing for both the patient and the provider
associated with the outbox document. NB: If the document and a
selected referral service have a task the reminder will set itself to the
soonest date.
Reminder In - Enter the time frame for when the task will
be due.
Task Prefix - This information will appear within the task
details of the new task so it can be easily identified.
If printing the document, ensure the document defaults in the
Document Options section are correct. If not, select the printer
required from the Printer dropdown list, select the provider required
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from the Provider dropdown list and enter the number of copies
required into the Copies field.
Setup Note
The Laboratory / Radiology documents can be opened directly by
clicking the Lab Referral or Radiology Referral icons on the
toolbar. If this is done, skip to step 3.
View / Modify or Inactivate Outbox Document
Use View/modify or inactivate option to Edit or inactivate patient out box.
Navigation Type
Ribbon Select Patient Tab ► Documents Group ►Click
Patient Outbox ►Patient Outbox tab► Edit group ►Click
Open icon
Keyboard Shortcut Not Applicable
Double-Click Double click on the Highlighted item in Patient Outbox list
Context Menu
(Right-Click) Not Applicable
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Highlight the document to be viewed, modified or inactivated
Click the Open an existing document icon. The View Patient
Document window will be displayed; this is the same as the New
Patient Document window. View and /or make the necessary
modifications
If the document is to be inactivated, select the More tab and then the
Inactive tick box.
Click OK to save the changes to Patient Outbox document and close
the window
Filter Patient Outbox
Use filter option to Patient Outbox listing
Navigation Type
Ribbon Select Patient Tab ► Documents Group ►Click
Patient Outbox ►Patient Outbox tab► Edit group ►Click
Filter icon
Keyboard Shortcut In Patient Outbox tab, CTRL + F
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Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Click filter to open filter window
Document – Filters the listing for a specific document, e.g. Referral
Letter.
Filters the listing by documents sent by a specific provider
Filters the documents by format, e.g. only Word documents
Filters the documents by those documents sent to a specific Address
Book entry.
Filters the documents relating to a specific injury from the Patient
Accident screen.
Display classifications that lie below this read code
Click ok to save the filter changes
Click cancel to abort and close the window
Click help to view screen specific help
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Setup Note
Specific document can also be filtered for by right clicking the
mouse on the document in the Outbox list and selecting This
Document Only. The list will be filtered for only that type of
document.
To return the list to normal, right click in the list and select Default
Filter.
Print Selected Patient Documents
Use Print option to Print Patient Outbox Document listing
Navigation Type
Ribbon Select Patient Tab ► Documents Group ►Click
Patient Outbox ►Patient Outbox tab► Print group ►Click
Filter icon
Keyboard Shortcut In Patient Outbox tab, CTRL + P
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Clicking on this Ribbon Item will initiate the Printing process
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Parked Documents
Medtech enables providers to flag Outbox documents as being Parked / In Progress,
i.e. incomplete. This will automatically add the document to the Parked Documents
window where it can be accessed at a later stage for completion.
Open Parked Documents
Pre-requisites
Ensure patient is on palette.
Navigation Type
Ribbon Select Patient Tab ► Documents Group ►Click Parked
Documents
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
1. Select Module ► Outbox ► Parked Documents. The Provider Outbox
window will be displayed.
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Auto Preview Outbox Record
1. Open the Parked Documents window.
2. Select Actions Menu ► Auto Preview or click the Auto preview
patient document icon . A preview pane will appear at the bottom of
the window, displaying a preview of the highlighted record.
Make the Patient Active on the Palette
1. Open the Parked Documents window.
2. Highlight the row of the patient to be placed onto the palette.
3. Select Actions Menu ► Active Patient, Ctrl + A or click the Make the patient
the active patient icon . The highlighted patient will be placed onto the
palette.
Complete A Parked / In Progress Document
1. Open the Parked Documents window.
2. Highlight the document to be completed.
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3. Select Actions Menu ► Open, Ctrl + O or click the Open an existing row icon
. The View Patient Document window will be displayed.
4. Complete the document as necessary.
5. Remove the tick from the Parked / In Progress tick box.
6. Click OK to save the document.
Un-Park Documents
1. Open the Parked Documents window.
2. Place a tick beside the document to be Un-Parked.
If you want to un-park all documents, click the Select all patient
documents icon .
3. Select Actions Menu ► Un-park Ticked Documents. A Confirmation window
will be displayed.
4. Click Yes. The documents will be stored within the Patient's Outbox and will
automatically be removed from the Providers Outbox.
Inactivate a Document
1. Open the Parked Documents window.
2. Highlight the record to be inactivated.
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3. Select Actions Menu ► Open, Ctrl + O or click the Open an existing row icon
. The View Patient Document window will be displayed.
4. Select the More tab.
5. Select the Inactive tick box.
6. Click OK or press Enter.
Filter Provider Outbox
1. Open the Parked Documents window.
2. Select Actions Menu ► Filter, Ctrl + F or click the Filter icon . The Filter
Provider Outbox window will be displayed.
3. Select the filter criteria:
Document – Select the document to be filtered for from the
dropdown list, e.g. Smear Letters.
Provider – Filters the list by service provider.
Format – Specify for either Word or Text documents only.
Sent To – Select the person the document was sent to e.g. a certain
specialist.
4. Select the Include Inactive tick box if inactive records are to be filtered for.
5. Click OK or press Enter.
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Print Parked Documents
The Print Documents option will print all documents which are ticked. If no items are
ticked, then the highlighted item will be printed.
1. Open the Parked Documents window.
2. Place a tick beside the Documents to be printed.
3. Select Actions Menu ► Print, Ctrl + P, or click the Print the selected patient
documents icon . The documents will be printed to their default printers.
Setup Note
When the Print option is selected the highlighted document will also print, even
if a tick has not been placed in the check box, as Medtech Evolution assumes
you wish to print it.
Labels
Medtech Evolution allows Labels to be printed for an active patient.
Choose a Printer to print the label to, from the drop down
Choose the number of labels to printed for each type of label
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Choose the Paper type and layout to print the Label on
Click OK to initiate printing
Click Cancel to abort process and close the screen
Click to view screen specific Help
Setup Note
Refer Location Setup section in the Setup User Guide to learn how to setup Labels.
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Advanced Forms
An Advanced Form is a data entry form which presents a collection of Form Fields in
a user interface, according to the Advanced Form configuration rules and Form
Field definitions.
Data is captured and stored in database entities, as well as optionally being parsed
and exported in several other formats, such as Consultation Notes Summary text and
ProCare message files.
This Advanced Forms Chapter covers the following action:
Creating a New Form
Navigation Type
Ribbon Select Patient Tab ► Advanced Forms
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu (Right-
Click) Not Applicable
Create New Form
Use Create New Form to create a new Advanced Form for the patient on the
palette.
Navigation Type
Ribbon Select Patient Tab ► Advanced Forms ►New Form
Keyboard Shortcut Shift + F3
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Forms inside these folders are Custom Forms which will be available
based on the respective Practice’s PHO
Forms inside this folder are created within Medtech
Click OK to use the selected Advanced Form
Click Cancel to abort process and close window
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Patient Classification
Patient Classification enables you to record details of a patient's problems using the
Read Classification system within the Patient Classification screen. Classifications can
be added, modified, filtered and made inactive. Classifications can be ticked, and
assigned to a consultation and re-classified. It is possible to highlight Classifications
and make them long term.
Add New Classification
Use Add New Classification option to add new patient classification
Pre-Requisite
Ensure the required patient is on the palette.
Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Classification ► New Classification or click Add A New
Classification Icon from the Patient Classification Tab
Keyboard Shortcut F11
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Select the Patient Classification via the Read Code Search
Read Code Search
Use the Read code Search to filter or search listing by Read Codes.
From the appropriate field type in the first few letters of the Read Code
you wish to find. Select the Search option by pressing the Enter key.
The Find Read screen will be displayed listing the codes that match the
search criteria.
NB: If you know the actual code it is possible to search using this
however it is necessary to precede the code with a harsh sign.
For example #SE23.00 then press tab.
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Keyword: The typed word is displayed that the search was
performed upon is displayed. If you have typed this incorrectly it
is possible to retype the information and perform another
Search
Look In: This field defines the area of the read codes the search
is being performed within. From the Classification screen this
defaults to Diseases/Disorders, whereas from the History screen
the default is History. Possible options include: Local Codes
Disease/Disorder, Examination/Signs/Symptoms, History,
Injury/Poison, Occupations, Procedures/Operations, External
Causes Morbidity/Mortality, Z Codes Only and All Chapters
Click on search button to display read codes
Common Only: This check box is ticked by default and will
initially display items that match criteria from the Common
listing.(Read codes can be highlighted as being Common from
the setup Read screen or when adding codes to a Patient's
Classification listing, thus allowing users to quickly display the
most commonly used codes.)
If you remove the tick mark from the check box by clicking
mouse or pressing the space bar then, all read items will be
displayed
ACC/NZIC: This check box is ticked by default when the search
is performed from the ACC45 and AITC forms. If you remove the
tick mark by clicking the mouse or pressing the space bar then
all read items matching the criteria will be displayed.
To include inactive entries place a tick mark in the check box
using the mouse or pressing the space bar
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Moving Around - The Displayed Read Code Hierarchy
Having selected the Search option, possible read codes are displayed
on the screen. Right Mouse Click: Highlight the item from within the
grey area at the top of the Screen or the read term section, then use
the Right Mouse Click to display the Up and Down options
Up: Will display items above the highlighted option within
the selected hierarchy. (Medtech Evolution also provides
a short cut for this procedure, Ctrl +U, hold down the Ctrl
key and press the letter U.)
Down: Will display items below the highlighted option
within the selected hierarchy. (Medtech Evolution also
provides a short cut for this procedure, Ctrl +D, hold down
the Ctrl key and press the letter D.)
Grey Area At Top Of Screen: When an item from within the Read
Term section, at the bottom of the screen, is highlighted, the
hierarchy of the coding is displayed within this area. For
example (if you highlighted the Asthma code within the Read
Term section, then Respiratory Systems Disease (H.00) and
Chronic Obstructive Pulmonary Disease (H3.00) headings are
displayed within this area.) These are at the top of the
highlighted hierarchy. It is possible to display other items within
the displayed categories by using the Up and down options.
Double Click: To display all the read codes below a specific
hierarchy within the grey area at the top of the screen
Click OK to select the highlighted read code
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The Info button will be enabled only if any information regarding
the selected Read Code is available. Click the info button to
get more information about the selected read code.
Click Cancel to abort and close Find Read window
Click Help to view Screen Specific Help
Up: A check is made to determine if the same Read
Code has been selected previously. If so, a prompt
indicating ‘You already have a current classification of
this type’ will display, and allow the user to select either:
Yes – Repeat the most recent entry, the existing entry will
appear linked to the Consultation and the date of the
Classification will be updated to display the date of the
Consultation date within the Patient Classification listing.
No – Another entry of the same Read Code will be
added allowing for different notes and date of onset
entry. The new entry will appear linked to the
Consultation. The two items are displayed within the
Patient Classification listing with the appropriate dates
(this is how the software worked prior to the update).
Note: Enter an associated note. You can also use the Clinical Keywords
in this field
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Setup Note
It is possible to add a non-Read Classification by typing in the Note
field only. When this is saved the term will have the Read Code of
"Un-classified" problem.
Long Term: Long Term Classifications are displayed at the top of the
Patient Classification listing in Blue. (Unless the filter has been set to
display Show Full History)
Highlight: It is possible to highlight a Classification so that it will be
displayed within the Patient Classification listing in Red
Severity of the classification
Default risk of this severity
Previous risk
A qualifier, Confirmed, Suspected, Interim or probable can be selected
using drop down list
The Date of onset can be typed in the field, month and year only, or
use the Calendar
The Provider information can be changed using drop down list
Select this option to display the classification as "Confidential" in the
Consultation, Daily Record and Patient Classification listings. Only the
user who made the classification confidential will have access to the
information when they view the classification
Do Not Upload to MMH check box is to explicitly determine whether
information is uploaded to ManageMyHealth™ for a Patient
Select this option to create a common list of Read Classifications.
Place a tick in the appropriate check box to display the selected
classification on the Common listing when using the Read Code
Search.
Add Read To Patient History: Tick Add Read To Patient History option
will automatically add the same Classification to the Patient History list.
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This will also appear within the Front Page (if the History merge screen is
defined within the Front Page setup).
Setup Note
If Checkbox is selected and Read Classification has an associated
Patient Information then this option will be accessible. Click OK to
update the Classification listing and add the Classification to the
open Consultation.
Click to OK to save the classification and close the window
Setup Note
On save action will add Patient classification to Daily Treatment at
the bottom of the consultation screen and update the Patient
Classification listing.
Click Cancel to abort and close New Patient Classification window
The Info button will be enabled only if any information regarding the
selected Read Code is available. Click the info button to get more
information about the selected read code.
Click Help to view Screen Specific Help
View / Modify Existing Patient Classification
Use View/Modify option to Open / Edit Patient classification
Pre-Requisite
Ensure the patient is on the palette.
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Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Classification then select Patient Classification tab ► Edit
group ► Open
Keyboard Shortcut In the Patient Classifications tab, highlight the respective entry
and press CTRL + O
Double-Click Yes
Context Menu
(Right-Click) Not Applicable
Highlight the item and click on Open icon to view the record you want
to edit and update appropriate fields in the screen
Click OK to update Patient classification and close the window
Click Cancel to abort and close Patient Classification window
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Filter Patient Classification
Use this option to filter Patient Classification list
Pre-Requisite
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Classification then select Patient Classification tab ► Filter
group ► Filter
Keyboard Shortcut CTRL + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Select to show most recent classifications
Select to show history of all classification
Use the Read Code Search option to select a Read Code. All
classifications for the selected Read Code will be displayed.
All classifications within the chapter of the selected Read Code will be
filtered
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Setup Note
(If Within Read code option is selected then Long Term Classifications
may not appear at the top of the listing.)
Displays classifications for selected severity
Place a tick mark on Inactive checkbox option to include inactive
entries or press space bar option
Click OK to save the filter information and close the Filter Classification
window
Click Cancel to abort and close the Filter Classification window
Click Help to view Screen Specific Help
Setup Note
Default filter - Default filter option returns the filtered listing to the
default filter
This Chapter Only - Click to automatically display all those patient
classifications within the listing that belong to the same read chapter
of the highlighted classification.
This Classification - This will automatically display all the recorded
entries of the highlighted patient classification
Daily Record - Filter daily record for all consultations containing this
read code
All the above options are also available with Context Menu (Right-
Click).
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Mark Classification As Long Term
Use Mark Classification As Long Term for defining a Patient Classification as
Long Term or Not Long Term. Long Term classifications are displayed in Blue at
the top of the listing.
Pre-Requisite
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Classification then select Patient Classification tab ►
Long Term/Not Long Term
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click)
In the right click popup menu select Long term / Not a Long
term
Click on the Mark Classification as Long Term/Not Long Term button to
Mark classification as Long Term /Not long term
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Re Assign
Use the Re-assign option to assign ticked classifications from the Patient
Classification listing to a consultation.
Pre-Requisite
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Classification then select Patient Classification tab ►
Re-Assign
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) In the right click popup menu select Assign to consultation
Click on the Assign Ticked To Consultation button to assign to
consultation
Setup Note
Use Tick / Un-tick option to assign item for consultation.
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Re-Classify
Re-Classify option allows you to re-classify a Patient's Read Classification. For
instance if you initially classified a problem as "Shortness Of Breath" and have
since diagnosed the problem as "Asthma" it is possible to update all the
incidents that were previously classified as "Shortness Of Breath" to "Asthma"
via the Re-Classify function.
Pre-Requisite
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Classification then select Patient Classification tab ► Re
Classify
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Add Re - Classify - From the Patient Classification screen highlight the
classification that you wish to re-classify then select Re-Classify option to
display the Re-Classify Read Code screen
Highlight the Classification that you wish to re-classify
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This option will rename the chosen classification to another
Classification already added to the patient's classification listing.
Patient's Classification listing
Highlight the required Classification from Patient Classification list
screen
Select by pressing the Enter key, or click Ok Button
Use Display on Full History Only option to move this classification to only
show when full classification history is required. The reclassified
classification will be visible only when the Filter criteria includes List All
Patient Classifications
The ‘To A New Read Code’ option will rename the chosen
classification to a new Read Classification.
Use Read Code field Search option to select a new Read Classification
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Within the Read Code field, use the Read Code Search to
select a new Read Classification. OK will save the changes.
A prompt will appear to enable the user to confirm the
changes.
Click Yes to re-classify the old read code with the new
Click No to abort the process
The Classification will now be displayed with the new Read
Code followed by the old Read Code.
For example, Asthma // Assessor - insurance
Undo Re-Classify option will allow you to undo the chosen re-classified
Classification to return it to its original state
Click OK to save the Re-Classify information and close the Re-Classify
Read Code window
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Setup Note
For Re-Classify To A New / Existing Classification – Click OK to save the
changes. A prompt will appear to enable the user to confirm the
changes. The Classification will now be displayed with the new Read
Code followed by the old Read Code for example Asthma \\
Shortness Of Breath
Undo Re-Classify – Click OK to reverse the changes. A prompt will
appear to enable the user to confirm the changes to revert back to
the original Classification.
Click Cancel to abort and close the Re-Classify Read Code window
Click Help to view Screen Specific Help
Advanced Forms in Patient Classification
Use this option to view the associated Advanced Forms for the selected
Patient Classification.
Pre-Requisite
Ensure the patient is on the palette.
The Advanced Forms option will be enabled only when the selected Patient
Classification has associated advanced forms.
Navigation Type
Ribbon Select Patient tab ► Medical Record group ► Patient
Classification, highlight the respective Patient
Classification entry then select Patient Classification tab ►
Advanced Forms
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Accidents
Pre-Requisites
Ensure the required patient is on the palette.
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu (Right-Click) Not Applicable
Date of accident
Accident number
Details about the injury will be displayed
Default Logged in Provider
This figure will automatically adjust downwards as treatments are either
claimed or completed elsewhere.
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Setup Note
Work Place Accidents are displayed in Blue.
Add a New Patient Accident
Use Add a New Patient Accident option to Add New Accident details
Patient Accident Section will cover following Actions
View / Modify or Inactivate Patient Accident
Filter Patient Accidents
Filter Daily Record
Filter Outbox
Filter Patient Transactions
Copy Accident
Pre-Requisites
Ensure the required patient is on the palette.
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon► New Accident or Select Patient
Accidents Tab ►Click New icon
Keyboard Shortcut In Patient Accidents Tab , CTRL + N
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Main Tab
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Displays the default logged in Provider name. If Logged in user is
not a provider then Provider selected in Patient Registration will
be displayed.
Date of accident to be entered in this field.
Type in the time of the accident, for example, 8.15a will be
displayed as 8:15am
Accident No (M45/ACC45 or AITC Reference No)
Details of Accident
Tick, if this is Workplace Accident
Tick, If this Accident involved a motor vehicle
Tick, if this Accident was the result of medical misadventure
Enter Patient Employer details (For Work Place Accidents)
Enter Address of the Employer
Enter Town/City of the Employer
Phone number of Employer
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Select the appropriate insurance company from the drop down
list(For example, ACC).
Setup Note
(New Insurance Companies can be added to the set up via
File ► Option ► Patient Register ► Insurance Co).
Select the referrer by typing their surname, or part of, then press
the tab button to automatically search the Address Book
Case Manager for Accident
Date of referral
Surgical/Prior Approval Claim No for Accident.(This information is
not required by GPs when they claim.)
Approval Amount for claim (This information is not required by
GPs when they claim.)
Priority of Referral
Priority of Surgery
Click OK to save the accident information and add it to the list
of accidents and close the window.
Click Cancel to abort the process and close the New Accident
details screen
Click Help to view Screen specific help
Setup Note
GP practices should complete the Details and Injury Diagnosis
sections. For Work Place Accidents the Insurance Details
section is also required.
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Injury Diagnosis Tab
Click on Injury diagnosis tab and here you can enter the Additional
treatments details.
Diagnosis 1, 2 and 3- Select the READ Code Diagnosis
associated with the injury via the Read Code Search. If the
Code of the classification is known, type this preceded by
the hash symbol: #. For example Fracture Skull can be searched
by its code S030 by #S030
Side 1, 2 and 3- Select the appropriate side information by
clicking on the drop down listing
Displays the default logged in Provider name. If necessary, this
can be changed by clicking on the Ellipsis button. This field will
be blank for GP's
Date of 1st Treatment for this Accident. This will default to the
current date. The expiry date for this accident will be 365 days
from this date.
ACC Allied Treatment Provider Section;
ACC32 Number: Contains the ACC32 Reference No. If this is the
‘INITIAL TREAT’ record then this field is disabled and contains the
value ‘INITIAL TREAT’
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#Treatment: This will default to the highest treatment number
value for the diagnosis selected.
Treatment Trigger Expiry: This will default to a year from today's
date.
Comp. Elsewhere: Users have the ability to record any
treatments already claimed for the accident elsewhere with
another provider.
Completed: This figure will automatically adjust upwards as
treatments are claimed for this accident
Treat Avail: This figure will automatically adjust downwards as
treatments are either claimed or completed elsewhere.
Start Date: This will default to the current system date
Expiry Date: This will be 365 days from the Date of First Treatment
View / Modify or Inactivate Patient Accident
Use View/modify or inactivate to edit or inactivate Patient Accident
details.
Pre-Requisites
Ensure patient is on the palette
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Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon and Select Patient Accidents Tab
►Click view icon
Keyboard Shortcut In Patient Accident Tab, CTRL + O
Double-Click Double click on the Highlighted item in Patient Accident
List.
Context Menu
(Right-Click) Not Applicable
Highlight the Accident to be viewed, modified or inactivated
Make the necessary modifications in the screen
Click OK to save the changes and close the View Accident
details screen
Click Cancel to abort the process and close the View Accident
details screen
Click Help to view Screen specific help
If the Patient Accident is to be inactivated, select the Inactive tick
box
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Filter Patient Accidents
There are no filters other than inactive available for this screen (for instructions
refer to Filter section in ‘Medtech Evolution Fundamentals Guide’).
Filter Daily Record
Use the Filter Daily Record option to view the respective accident entry
in the Daily Record screen.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon and Select Patient Accidents Tab ►
Filter Daily Record
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) In the right-click popup menu, select Filter Daily Record
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For more instructions on filtering the daily record listing, refer chapter
Daily Record in this user guide.
Filter Outbox
Use the Filter Outbox option to view the respective outbox document
related to the selected accident entry in the Patient Outbox screen.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon and Select Patient Accidents Tab ► Filter Outbox
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) In the right-click popup menu, select Filter Outbox
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For more instructions on filtering the patient outbox listing, refer chapter
Patient Outbox in this user guide.
Filter Patient Transactions
Use the Filter Patient Transactions option to view the transactions
related to the respective Patient Accident in the Patient
Transaction window.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon and Select Patient Accidents Tab ►
Filter Patient Transactions
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
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Context Menu
(Right-Click)
In the right-click popup menu, select Filter Patient
Transactions
For more instructions on filtering the patient transactions listing, refer
Patient Transactions section in chapter Accounts in the MTEGP Front
Desk User Guide.
Copy Accident
The Copy Accident function enables a user to copy an existing accident
record for the purpose of adding a new ACC Provider Type. This will allow
separate treatment trigger counts to be maintained for the same accident
where different ACC Provider Types are involved.
Pre-Requisites
Ensure patient is on the palette
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Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon and Select Patient Accidents Tab ►Click
Copy Accident
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) In the right click popup menu select Copy Accident
Highlight the Patient Accident that is to be copied
Select Copy Accident
The New Accident Details screen will automatically open Injury
Diagnosis tab and will be opened as a New Patient Accident as to not
edit any of the existing accident information
Click OK to Copy Accident and close the window
Click Cancel to abort the process and close the New Accident details
screen
Click Help to view Screen specific help
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ACC45
When ACC45 form is completed it is automatically added to the Patient
Outbox listing where it can be viewed or modified. The ACC45 information
is also available from the Patient Accident Screen
Pre-requisites
Ensure the required Patient is on the Palette
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon ► Select ACC45 from the list.
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Main Tab
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Select the Provider who is issuing the ACC45 Certificate
These defaults to 'NEXT', when the form is saved the next number
will be obtained from the ACC Form Numbers
Select an ethnicity from the drop down listing. (If the ethnicity of
a patient is blank within the Patient Register the selected
ethnicity information will automatically update the field within
the Patient Register.) If the patient's ethnicity is not in the drop
down listing, select the Add option. All ethnicities appear within
the drop down selection, the exception of the code with the
description of 'Other' as this will not be accepted by ACC
Patient Occupation
Accident Date by defaults display current date but allows entry
of an earlier date
The scene where the Accident occurred
The time when the Accident occurred. It is a mandatory field
Tick this option if the time of Accident is Unavailable and it will
disable the Time of Accident field
The default value within this field is set from the 'City' field within
Setup / Location.
Tick if Accident occurred in New Zealand
When selecting this option, if no time off is required, the
'Employer' details, within the 'Work and Referral' section are not
required to be completed.
Explain cause of the Injury (For example, Cleaning kitchen,
Slipped on wet floor)
Tick if the Accident involved moving vehicle on a public road
Enter the name of Sport. If it is a Sporting injury
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Diagnosis 1, 2 and 3 - The form provides three separate
diagnosis fields. These fields require the selection of the READ
code associated with the injury via the Read Code Search. If
the code of the classification is known, type this preceded by
Hash Sign #. For example Fracture Skull can be searched by its
code S030 by #S030.00 the side of the Diagnosis need to be
filled in.
Side 1, 2 and 3- Select the appropriate side information by using the
drop down listing
Qualifier 1, 2 and 3- Select the appropriate Qualifier information by
using the dropdown listing
Tick if this is a work related gradual process, Disease or infection
claim
Tick if this Accident is a result of treatment injury claim
General comments about the nature of injury and diagnosis
Assistance required indicator
Rehabilitation indicator
Tick to add diagnosis to the patient classification list
Print Copies
Patient Declaration - an A5 print out of the patient
declaration allows the patient to sign the details of the
accident
Work/Ref- When referring the patient for treatment, for
example Physiotherapy, an A5 print out with directions is
generated
A4 - Full details of the ACC form to be printed and sent
manually to ACC.
Tick to send electronically to ACC
Tick to park the patient document
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Print the ACC45 form and exit the window
Click OK to save ACC45 form and close the New ACC 45
screen.
Click Cancel to abort the process and close the New ACC 45
screen
Click Help to view Screen specific help
Work and Referral Tab
This is ticked by default if the patient is younger than 60 or older
than 16. Tick or remove as appropriate. If the tick is removed
from the checkbox the Employment fields are disabled
If the Patient’s Employer is an Accredited Employer, then select
the respective accredited employer from the Find Code
window by clicking on the Ellipsis button
The ACC icon will be enabled only when the user has
activated the Connected Care module. Click this icon to
download the accredited employers list, which will be displayed
in the Find Code window
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Type of employment
Patients Employer (for work place accidents)
Other Employment Type
Address of the Employer
Type of work possible if able to continue normal duties.
Town/city of the employer
Tick if patient is able to continue normal hours of work
Tick if the patient is able to do selected or Alternative duties.
Type of work possible if able to continue normal duties
Number of hours per day
Select Working from date
Specify any Restrictions
Period patient is unfit to work for
Patient is unfit to return to work as of this date
Date patient will be fit to return to normal work
Select the type of treatment providers referred to
Type of Treatment and Suggested Treatment: Details should be
typed here, for example Physiotherapy
Date of Consultation
Print Copies
Patient Declaration - an A5 print out of the patient
declaration allows the patient to sign the details of the
accident
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Work/Ref- When referring the patient for treatment, for
example Physiotherapy, an A5 print out with directions is
generated
A4 - Full details of the ACC form to be printed and sent
manually to ACC.
Tick to send electronically to ACC
Tick to park the patient document
ACC45 Status
A new screen has been introduced to monitor the status of the ACC 45 form.
Double clicking on the list will display the corresponding ACC 45 form. The
default filter will display all claim options for all providers with a status date
within the last month
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon ► Select ACC45 Status from the list.
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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ACC45 Claims will be able to have the following Status’s within
Medtech Evolution. The Electronic Status message will be updated
within the Audit tab of the ACC45 form as applicable
Parked: ACC45 claims can be parked so that more than one user can
contribute to their completion and to allow claims to be saved whilst
additional information is sought to allow their completion. This will
display a status of Parked in ACC 45 Status screen
Completed: When a Claim is submitted for Medtech Evolution validation and passes all the internal validation tests it will take on a
status of ‘Completed’ which means that it is now eligible for ‘loading’
Printout: When an ACC45 form is submitted for Medtech Evolution
validation and passes all the internal validation tests and the “Send
Electronically” checkbox is not ticked, it will take on a status of
‘Printout’
Loaded: Loading a claim means that the claim is saved as an XML file
into the ACC Send directory where the EMG applet will find it and
attempt to upload it the next time the user connects to ACC’s EMG.
Unloading: Any claims that are in the Sending subdirectory and have
been there for less than two hours are given a status of ‘Uploading’
No Reply: If a claim has been in the Sending subdirectory for more
than 2 hours and no response XML has been received in the
‘Response’ directory then the claim is given a status of ‘No Reply’.
Failed: A claim can fail for four broad reasons:-Data Error, Duplicate,
System Error, No response
Receipted: Claims that are in the upload directory and have a
corresponding response XML indicating that they have been
successfully uploaded and passed validation on the EMG are given a
status of ‘Receipted’
Setup Note
Double clicking on the list will display the corresponding ACC 45
form. The default filter will display all claim options for all providers with a status date within the last month.
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ARC18 Medical Certificate
Medtech Evolution allows you to generate an ARC18 for a patient. When a
form has been completed it is automatically added to the Patient outbox
listing where it can be viewed or modified.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon ► Select ARC18
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Main Tab
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Select the Provider who is issuing the ARC18 Medical Certificate
This is defaulted to ACC Forms however you may wish to assign
this form to a different outbox Folder. The Patient outbox can be
filtered by folder
Upon entry to the screen this check box is ticked by default
Select the accident details related to the ARC18 Medical
Certificate
Date of Examination
Occupation at time of injury
Date of first consultation for injury
Specify, Present diagnosis of injury
Diagnosis read code
Enter the appropriate Complications of injury
Details of Treatment (including any new referrals and relevant
diagnostic investigations)
Tick if general practitioner case review and assessment
recommended
Tick if you would like to discuss this claimant with the case
manager
Tick if physiotherapy assessment recommended
Tick if Specialist case Review recommended
Check the Copies To Print. This is defaulted to two copies per
printing however the number of copies can be added or
subtracted from this default figure by using the directional
arrows.
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NB: The number of copies printed is remembered for each staff
member and defaults to the last specified value when the form
is opened
Print the ARC18 form and exit the window
Click OK to save the ARC18, the details will automatically add
the details to the Patient outbox Folder where it can be viewed,
modified or reprinted.
Click Cancel to abort the process and close the New ARC18
Medical Certificate screen
Click Help to view Screen specific help
Restrictions Tab
Activity Restrictions Section: Select the appropriate restriction
option from the listed options. If another restriction is applicable
type it into the other field.
Enter the Date the patient will be fit to return to work.
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The Normal Hours option is defaulted. Remove the tick if
anything other than normal hours is required. A figure can be
entered with regard to Hours per Day, per Week or Weeks
Type in the relevant requirements into this field
This defaults to today’s Date
View / Modify or Inactivate an Existing ARC18 Form
Use Open option to modify or inactivate ARC18 Form
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Patient tab ► Patient Outbox ► highlight the
respective ARC18 entry ► Open
Keyboard
Shortcut
In the Patient Outbox tab, highlight the respective ARC18 entry
and press CTRL + O
Double-Click Yes
Context
Menu (Right-
Click)
Not Applicable
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Make necessary changes in the respective fields
If the selected entry is to be inactivated, select the Inactive
checkbox
Enter/Select number of copies to print
Click Print button to print the ARC18 Form and close the View
ARC18 Medical Certificate window
Click OK to save the changes and close the View ARC18
Medical Certificate window
Click Cancel to abort and close the View ARC18 Medical
Certificate window
Click Help to view the screen specific help
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M41 Accident Form
When M41 Accident Form is completed it is automatically added to the
Patient Outbox listing where it can be viewed or modified.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Certificates group ► Click
Accidents icon► M41...
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
By default populated with ACC Forms however, you may wish to assign
this form to a different Outbox Folder. The Outbox listing can be filtered
by Folder
Select the Provider who is issuing the M41 Certificate
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Using the Address Book Search, select the Provider the document will
be addressed to.
Select the required accident from the drop down option. It is possible
to add an Accident from this screen
Tick, If first referral for this accident
Tick this option, if it is a continuation of treatment
Details of diagnosis and clinical findings. By Default, it is populated from
Patient Accidents
Specify Details on Current therapy
Specify details on Current Investigations
Fill in details of Suggested Treatment or objective Treatment
Treatment covered by this referral should be completed by this date
Check the Copies To Print field, by default is set to two copies per
printing however, the number of copies can be added or subtracted
from this default figure by using the directional arrows
Select Print to save and Print the M41 form and exit the window
Setup Note
When M41 form is added, it automatically adds the details to the
Patient Outbox Folder where it can be viewed modified or reprinted.
Click OK to save the M41 and automatically add the details to the
Patient Outbox Folder
Click Cancel to abort process and exit window
Click Help to view Screen specific help
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Patient Inbox
Incoming patient information, e.g. Laboratory results, are displayed within the
Patient Inbox. The information may be loaded via electronic mail or manually.
Information includes Date, Subject, Comment, Provider and Folder (the last two
fields are only visible when the screen is expanded). The listing is in reverse date
order with the oldest record at the bottom of the list.
If an inbox record is marked as having an abnormality then it is displayed in Red.
Items that are yet to be filed display their Subject information in Bold.
Incoming patient information, e.g. Laboratory results are displayed within the Patient
Inbox.
The Patient inbox information may be loaded via electronic mail, or manually.
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Patient inbox information loaded via electronic mail
The Patient inbox listing is in reverse date order with the oldest record at the
bottom of the list.
Abnormal Results - Medtech Evolution allows the user to flag a result as being
Abnormal or Normal. From the menu select Patient / Inbox / Flag Result / Abnormal...
Abnormal results have the letter A displayed beside the Date. If an Inbox record is
marked as having an abnormality then it is displayed in Red.
By default the Most Recent record is displayed, this can be altered and will be
remembered per staff member within the Filter
The Patient Inbox window can be accessed via the Patient Manager ► Inbox tab (as in
this scenario);
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Add Inbox Record
Use Add inbox record option to add a new Patient Inbox record
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Documents ►Click Patient inbox
icon ► New Inbox Record or Select Patient Tab ►
Documents ► Patient inbox ►Edit Group ► Click
New icon
Keyboard Shortcut In Select Patient Tab ,CTRL + N
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Click this to email the particular patient attachment
Click this to show Flag result as normal
Click this to show Flag result as abnormal
Displays Patient’s External Name as specified in the Patient Register
‘More’ tab
The “Ref #” field reference number is auto generated in the following
format (DD/MM/YY/HH/MIN)
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Patient Name
Type the subject of the record or test name enabling the user to
identify the record into the Subject field
The Comment field enables a user to record information relating to the
test; it can also be used to indicate to other users what action should
be taken e.g. a doctor may type a note for the nurse, e.g. Needs
repeat appointment in two weeks
Enter the Classification, click on the ellipsis button and select the
required classification
Date inbox record was received
If necessary, select the sender of the result from the From field (type
the name of the sender, press tab, and select the sender from the list).
Enter the priority of the entry using the Status drop down list
Tick to mark this inbox record as confidential
The Attention field is blank by default. Select a Provider from the drop
down list to enable the record to appear in a specific provider's Inbox.
If the field remains empty the record will not appear in the Provider
Inbox list
Select the provider the record relates to from the Provider dropdown
list. The patient's provider is defaulted
Select the provider the record relates to from the Provider dropdown
list. The patient's provider is defaulted
Select the folder where the record will be stored from the Folder
dropdown list, for example Lab Folder for laboratory results
Click to add new appointment for the Patient
Click to add new patient task for the Patient
Click to add new recall for the Patient
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Click to print the inbox record
Click OK to save Patient inbox and exit window
Click Cancel to abort the process and close the New Patient inbox
screen
Click Help to view Screen specific help
View / Modify or Inactivate Inbox Entry
Use View / Modify or Inactivate option to open, edit or inactivate inbox
record.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Documents ►Click Patient inbox
icon ► Patient inbox Tab ►Edit Group ► Click Open
icon
Keyboard Shortcut In Select Patient Tab, CTRL + O
Double-Click Double click on Highlighted item in the Patient Inbox list
Context Menu
(Right-Click) Not Applicable
Setup Note
Modify option will be applicable to all the fields if the inbox information is
loaded manually. In case, the inbox is loaded via electronic mail then
message field cannot be edited in the screen.
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Highlight the record to be viewed, modified or inactivated
View Patient Inbox window will be displayed; this is the same as the New
Patient Inbox window. View and /or make the necessary modifications
If the item is to be inactivated, select the Inactive tick box
File -This option will automatically complete the record. The Attention
field is blanked out and the record will not appear on a Provider's
Inbox. The record is always available via the Patient's Inbox. If an
associated screening entry is linked to the Inbox when it is filed the
relevant screening item will automatically be recorded within the
patients screening history screen. (Recalls are not added) Items can
be linked to a screening entry via Inbox
This option will automatically scroll to the Next record in the Inbox listing
- this option does not remove the record from the listing
This option will automatically scroll to the previous record in the Inbox
listing - this option does not remove the record from the listing
Click Ok to apply Changes to Patient inbox Record and exit the
window
Click Cancel to abort the process and close the Patient inbox Record
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Click Help to view Screen specific help
Filter Patient Inbox
Use Filter Patient inbox option to filter Patient inbox listing.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Documents ►Click Patient inbox
icon ►Select Patient inbox Tab ► Filter ► Click filter
icon
Keyboard Shortcut In Select Patient Tab ,CTRL + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Filters the list by service provider
Filters the list for records belonging to a certain folder, e.g. all the
laboratory results
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Abnormalities Option allows the listing to be filtered for Abnormal,
Normal or All results
Subject option allows the listing to be filtered by the Laboratory Subject
of a test
Status is User defined
Select the classification to filter from here
Containing Text option will allow the listing to display only those records
which contain the typed information. For example search for all the
laboratory results with the word Sodium within the text of the result
Scanned Documents only option will allow the listing to display only
those records which are scanned documents
Allows the results to be filtered by Date From range
Allows the results to be filtered by Date To range
Most Recent Only option will display only the most recent result per
record
To include inactive entries place a tick in the box.
Click Ok to save the filter information and exit the window
Click Cancel to abort the process and close the Patient inbox Record
Click Help to view Screen specific help
Setup Note
Specific records can also be filtered for on right click on the
document in the list and selecting This Subject Only. The list will be
filtered for only any records with the same subject.
To return the list to normal, right click in the list and select Default
Filter.
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Chart and Graph an Inbox Record
Medtech Evolution allows you to select a specific Patient Inbox record and
chart the results. This option will chart all records with the same subject with
the most recent appearing first. Charted results can be graphed.
Setup Note
This feature will not work for manually added Inbox records. If an Inbox
record is marked as having an abnormality then it is displayed in Red.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Documents ►Click Patient inbox
icon ►Select Patient inbox Tab ►Click Chart icon
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlight the record that you wish to chart.
Click on the Chart button to display the Patient Inbox Chart screen
Patient Inbox Chart – In this window each item within the Inbox result
will be displayed as a separate entry. An additional column per result
Date received will display automatically.
Print the list
Highlight rows for graphing using either the Select All option or from the
Actions menu select Patient Screening Chart / Select All.
Mouse Selection
Individual Row = click with the mouse
Between Two Rows = click the top of the selection with the
mouse then hold down the Shift key and click with the mouse on
the last row, all rows in between will be highlighted.
Multiple Rows = Holding down the Ctrl key and clicking with the
mouse will select/unselect the row.
Select the Graph option to display the View Graph screen. The
selected measurements will be displayed as a graph
Graph Options
Select the Graph option to display the View Graph screen. The
selected measurements will be displayed as a graph and can
be printed
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The Graph Options screen allows the user to define whether or
not the grid axis Lines of the graph are displayed. When
Medtech Evolution compiles a graph, from preselected items,
the Left and Right grid axis lines are displayed on the screen. It is
possible to remove one or both of the sets of grid axis. Only ten
items can be graphed at one time
Use Options to display one or both grid axis line. Remove
the tick from the appropriate check box by clicking with
the mouse or by pressing the space bar when the cursor
is positioned to display one or both grid lines
Print the Chart
Save the changes and exit window
Print Specific Inbox Record
Print Specific Inbox Record enables you to print a copy of a specific Inbox
record.
Pre-Requisites
Ensure the required patient is on the palette
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Navigation Type
Ribbon Select Patient Tab ► Documents ►Click Patient inbox
icon ►Select Patient inbox Tab ►Click icon
Keyboard Shortcut In Patient Tab, CTRL +P
Double-Click Not Applicable
Context Menu
(Right-Click) In the right click popup menu select “ Print To”
The default printer will be displayed in the Print to field; alternative
printers can be selected from the list
To change the paper size
Page Orientation allows you to position content on a vertical or
horizontally placed sheet of paper (Portrait or Landscape)
To include Page Labels, Use (Top Left, Top Right, Bottom Left, Bottom
Right)
Print Separate Report for the patient
Click Ok to Print the Inbox document and exit the window
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Click Cancel to abort the process and close the Inbox Print Options
Window.
Click Help to View Screen specific help
Print All Inbox Records
Print All Inbox Records enables you to print a copy of all the currently
displayed results from the Provider Inbox
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Documents ►Click Patient inbox
icon ► Select Patient inbox Tab ►Click Print All
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Print All. All inbox records will be printed.
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Inbox List. It may be necessary to filter the listing to achieve the listing
that you wish to print.
Right Hand Mouse Button options
Shortcut options using the right hand mouse button
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Patient Tab ► Documents ►Click Patient inbox
icon ► Select Patient inbox Tab
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Choose the option from the right click popup menu
Print this grid to any Printer
Use Select Classification option to classify this inbox record.
New Screening option allows adding a new Screening for the Inbox
Record.
Default filter option returns the filtered listing to the default filter.
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This Subject Only option will automatically display all the Inbox entries
with the same subject of the highlighted Inbox item
Filter the Patient inbox for the selected classification only
Filter the Patient inbox for the selected Clinical Status only
Select a Clinical status for this inbox record.
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Recall Contact List
Recall Contact list allows the user to produce a list of patient recalls according to
the criteria specified. When you first access the screen the Filter Recall Contact List
screen is displayed enabling you to enter the selection criteria for the recall contact
list. When you have entered the criteria for Filtering the Recall Contact List the listing
is displayed.
A listing of all patients’ due for a recall within the filter criteria is produced with the
Date of recall, Name of the patient, Day Phone number; recall Code, previous
Outcome, associated Note, method of being Contacted, # number of rescheduled
contacts, Provider, and associated Recall Document information displayed.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ►Inbox Group ►Click Recall
Contact
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu (Right-Click) Not Applicable
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Find recalls from this date
Find recalls to this date
Select the provider to be filtered for from the Provider dropdown list. Select All to list
all recalls regardless of the provider.
Select the type of recall to be filtered for from the Type dropdown list. Select All to list
all recalls regardless of the type
If necessary, select the Exclude patients already contacted tick box so that only
those patients needing to be contacted are displayed
The listing can be filtered by a recall note; Entry to this field will determine
which notes should be searched for. For example Automatic recalls add the
note "Auto Recall" so these can be filtered separately.
Tick to include recalls which have been cancelled
Determine how the list is to be ordered by selecting either the Name or Date Due
radio buttons. Select name to order the recalls contact list by Patient Name
Select Date Due to order the recalls contact list by Date due
Click OK or press Enter. The Recall Contact List will be displayed listing all
patients matching the criteria
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Click Cancel to abort the process and close the Filter Recall Contact list
window
Click Help to view screen specific help
Recall Contact list window
Due date of recall
Name of patient
Day-time phone number
Recall description
Previous screening outcome
Note
Tick box indicating whether or not the patient has been contacted
Contact method
Contacted date
Number of rescheduled recalls
Provider linked to the recall
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Document linked to the recall.
SMS send for all recalls that have an associated SMS template
attached and not already contacted
Active Patient
Select Active Patient to place the highlighted patient in the list onto the
palette.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall Contact
► Recall Contact Tab ►Click icon Active Patient
Keyboard Shortcut Select Recall Contact Tab ,CTRL + A
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Highlight the required patient by using the arrows, or the mouse
Click on the Select This Patient as the Active Patient. The details of the
selected patient will now be displayed on the palette
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Cancel Recall
Use cancel Recall option to cancel the highlighted recall.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall Contact
► Recall Contact Tab ►Click icon Cancel Recall
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Highlight the required patient by using the arrows, or the mouse
Click on the Cancel Recall button. The details of the selected recall will
now be displayed with a line through them
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Reschedule Recall
Use Reschedule Recall option to reschedule the highlighted recall.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall Contact
► Recall Contact Tab ►Click Reschedule icon
Keyboard Shortcut In Recall Contact Tab ,CTRL + R
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Highlight the required patient
Click on the Reschedule Recall button The Reschedule Recall screen
will be displayed along with the recall details
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Choose a reschedule time period from the drop down listing
When an entry is placed in ‘In’ field, it will automatically update New
Date field. It is also possible to select a date by typing the required
date in the appropriate field or use the Calendar
This field is defaulted to display as Rescheduled but you can type a
different message if required.
Select Service Provider from drop down list
Select the reason for Vaccine Reschedule
Click Ok to save the information and place Rescheduled in the
Contact column of the listing while placing the number of times the
recall has been rescheduled # column
Click Cancel to abort the process and close the Reschedule Recall
window
Click Help to view Screen Specific help.
Add a Screening Exemption Outcome to cancel this recall
When you exempt a recall by adding a screening exemption outcome, the
recall is marked as Exempted in the Contact column of the list while a
screening record, along with the exempt outcome is added to the Patient's
Screening Module.
Pre-Requisites
Ensure the required patient is on the palette
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Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall Contact
► Recall Contact Tab ►Click Exempt icon
Keyboard Shortcut In Recall Contact Tab ,CTRL + X
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Highlight the required patient
Click on the Add a Screening Exemption Outcome to Cancel This
Recall button. The Exempt Recall screen will be displayed along with
the recall details
The Date of exemption is defaulted to today's date however this can
be altered
Select the appropriate exemption outcome from the drop down listing.
(Exemption Outcomes can be added to screening terms using this
method; immunisations should be exempted from the Patient's
Immunisation Module.
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Setup Note
The exemption codes are set up for a screening term via Setup/ Rcl /
Scn / Screening Terms - Outcome Tab – Screening Indicator.)
Add Notes for the Screening exemption
Click OK to save the information - the entry will be displayed with a line
through it until the screen has been exited. The recall is removed and
the screening term with the selected outcome is added to the patients
screening list.
Click Cancel to abort the process and exit window
Click Help to View Screen specific help
Patient has been Contacted/ Not Contacted
Select Patient has been contacted / not contacted to place a tick in the
contacted tick box of the highlighted recall. To remove the tick, click the
same icon.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall
Contact ► Recall Contact Tab ►Click Contacted/Not
icon
Keyboard Shortcut In Recall Contact Tab ,CTRL + T
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlight the Patient to be contacted
Click this icon to place a tick in the contacted tick box of the
highlighted recall. To remove the tick, click the same icon
Patient Has Been Contacted By Phone
Click Patient Has Been Contacted By Phone to indicate the highlighted
patient has been contacted via telephone.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall
Contact ► Recall Contact Tab ►Click Contacted +
Phoned
Keyboard Shortcut In Recall Contact Tab ,CTRL + H
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlighted patient to be contacted via telephone
Click on the Patient has been Contacted by Phone, Medtech
Evolution will automatically place a tick in the check box and the word
Phoned will appear in the Contacted column.
Setup Note
When a patient is indicated as contacted then, they will not have a
recall document printed for them automatically by Send letter
option. It is also possible not to display patients who are indicated as
having been contacted using the Filter.
Patient has been contacted by letter
Click this icon to indicate the highlighted patient has been contacted via
letter.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall
Contact ► Recall Contact Tab ►Click Contacted+
Letter
Keyboard Shortcut In Recall Contact Tab ,CTRL + E
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlighted patient to be contacted via Letter
Click on the Patient has been Contacted by Phone, Medtech
Evolution will automatically place a tick in the check box and the word
Phoned will appear in the Contacted column.
Send letters
Click Send letters for all recalls that have an associated recall document and
patient has not already been contacted icon to print out letters for all
patients in the list that have not yet been contacted and have a document
attached to the recall (this is displayed in the Docu column). Please refer to
the MT Evolution GP Setup User Guide for further information regarding linking
documents to recalls.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall Contact
► Recall Contact Tab ►Click Send letters
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlight the required patient by using the arrows, or the mouse
Click on the Send Letters For All Recalls That Have An Associated Recall
Document And Patient Has Not Been Contacted button, or from the
menu select Rcl-Contact / Send Letters To print letters for all patients
displayed on the recall contact list, not indicated as being contacted,
and their recall code has an associated recall document using the
mouse
Default printer will be displayed in the Print A4
Default printer will be displayed in the Print A5
Select OK to send the report to the selected printers
Click Cancel to abort the process and close the Print Recall Contact
List Letters
Click Help to view Screen specific help
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Print the list
Click Print the list to print the entire Recall Contact List.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall
Contact ► Recall Contact Tab ►Click print icon
Keyboard Shortcut In Recall Contact Tab, CTRL + P
Double-Click Not Applicable
Context Menu (Right-
Click) Not Applicable
To print a listing of the currently selected recall contact list
Click on the Print This List button to display the Print Recall Contact List
screen.
Default printer will be displayed in the Print To field .You can Choose
any other Printer from the drop down list
Tick to include Account Holder of the Patient on the report
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Tick to Postal Address of the Patient on the report
Select OK to send the report to the selected printer
Click Cancel to abort the process and close the Print Recall Contact
List
Click Help to view Screen specific help
Open Appointment Book for selected patient recall date
and provider
Click this icon to open the Appointment Book for the highlighted patient. The
Appointment Book will open to the recall date and the provider linked to the
recall.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ►Click Recall Contact
► Recall Contact Tab ►Click Open Appointment Book
Keyboard Shortcut No Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Highlight the required patient by using the arrows, or the mouse
Click on the Open Appointment Book for Selected Patient Recall Date
and Provider icon. The patient will automatically become the active
patient and the appropriate appointment provider and date will be
displayed to enable an appointment to be made.
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Provider Inbox
The Provider Inbox tab lists all incoming reports made to the attention of the staff
member logged on, e.g. laboratory and radiology results. The listing is in date order
with the oldest record at the top of the list. If an inbox record is marked as having an
abnormality then it is displayed in red font.
Setup Note
The incoming patient information must first be loaded via electronic mail (using
the menu option, Tools ► Message Transfer ► Message Transfer Utility).
Navigation Type
Ribbon Select Home tab ► Inbox group ► Provider Inbox
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu (Right-Click) Not Applicable
Left Pane Click the Provider Inbox button in the Left Pane
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User can access the Provider Inbox tab by clicking the Provider Inbox button
in the Left Pane
Context menu options for Provider Inbox in Ribbon
Inbox tab – where all the incoming reports made to the attention of the staff
member logged on will be listed, e.g. laboratory and radiology results
ManageMyHealth tab – where all the Patient Entries (i.e. Medication, Medical
Warnings, Classification, Immunisation, etc.) and emails from Patients’ via
ManageMyHealth will be listed
Select the respective record to apply any of the Context menu options only
for the selected record
Status of the Record
Received Date of the Inbox Record
Patient Name
Subject of the Inbox Record
Classification of the Inbox Record
Name of the Inbox Folder
Name of the Sender
Inbox Record Comments
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Open Provider Inbox
Use Open Provider Inbox option to View an Inbox record.
Pre-Requisites
Ensure the required patient is on the palette
Navigation Type
Ribbon Select Home tab ► Inbox group ► Provider
Inbox ►Edit group ► Open
Keyboard Shortcut In Provider Inbox tab, press Ctrl + O to open the
highlighted item in a separate tab
Double-Click Double-Click the Highlighted item in Provider Inbox tab
Context Menu (Right-
Click) Not Applicable
Patient’s External Name as specified in the Patient Register ‘More’ tab
Reference number and sender information are detailed here
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Patient name and Chart Number of patient the software has linked the
record to. When the software cannot make a match due to incorrect
spelling or different date of birth this field will display 'Not Matched' in
red
Subject or test name of the Inbox record
The user can add a relevant comment here if required. Clinical
keywords can be used within this field
Classification to this inbox record
When the external details do not match those of a patient it is
necessary to use Find option to find the required patient. The Search
Patient screen will be displayed. Select the required patient in the
usual way. It is then necessary to confirm that the inbox files will be
matched to the selected patient
Click on the (Make the patient active patient) button. This will place
the inbox patient onto the palette
Received Date of the inbox record
The user can signify who the document is from. Type the first few letters
of the surname and press the tab key to display the Address Book
Search. Highlight the appropriate address book entry and use the OK
option to select
Status for the inbox record
Tick to mark this inbox Record item as confidential
This check box is to explicitly determine whether information is
uploaded to ManageMyHealth™ for the Patient (this option will be
enabled only when the Practice is registered for ManageMyHealth)
By default displays logged in User Name. If the field is empty then
record will not appear on the Provider Inbox. (Selecting the File option
(at the bottom of the tab) will remove the users name from the
Attention field automatically, thereby completing the record. To mark
the record so that it appears on other users Provider Inbox, it is
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necessary to select the Provider using the Attention drop down listing,
then use the OK option to transfer the record.)
Name of the Service Provider
Name of the folder where the record will be stored, for example Lab
Folder for laboratory results. It is possible to filter the listing by Folder
Click to add new appointment for the patient
Click to add new patient task
Click to add new recall
Tick this option to inactivate the selected inbox record
This option will automatically complete the record. The Attention field is
blanked out and the record will not appear on a Provider's Inbox. The
record is always available via the Patient's Inbox. If an associated
screening entry is linked to the inbox when it is filed the relevant
screening item will automatically be recorded within the patients
screening history screen. (Recalls are not added) Items can be linked
to a screening entry via Inbox
This option will automatically scroll to the Next record in the Inbox listing
- this option does not remove the record from the listing
This option will automatically scroll to the previous record in the Inbox
listing - this option does not remove the record from the listing
Click to print the inbox record to the desired printer
Click OK option to automatically save the record and close the
window. If the user want to move the record onto another Provider's
Inbox listing
it is necessary to first indicate the required Provider in the Attention field
then select OK
Click Cancel to abort the process and close the view provider inbox
screen
Click Help to view Screen specific help
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Update Patient Data (Patient Administration Message)
Open a Patient Administration Message from Provider Inbox. This will open up
the View Provider Inbox window, where the user can view message details.
As this is a Patient Administration Message, the message detail window (View
Provider Inbox window) will contain Add and Update buttons. Only one of the
buttons will be active at a time.
Add button will open Patient Register with pre-populated data. Update
button will open Update Patient Data window.
The Update Patient Data window allows the user to compare Message Data
and Medtech Evolution Data in grid format and import the Message Data
into Medtech Evolution. Moreover, allowing the user to either update all fields
(via Select All button) or make a selection.
Clicking OK will update the patient data.
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Process an Inbox Record
Upon entry to the tab, a listing of the inbox records that have been marked
as Attention to the specified staff member will be displayed. If you wish to
view the results for a different staff member you will have to use the Filter to
change the Attention field. For information on filtering please refer to the filter
instructions.
Navigation Type
Ribbon Select Home tab ► Inbox group ► Provider Inbox
► Edit group ► Open
Keyboard Shortcut In Provider Inbox tab, press Ctrl + O to open the highlighted
item in a separate tab
Double-Click Double-Click the Highlighted item in Provider Inbox tab
Context Menu (Right-
Click) Not Applicable
Highlight the record you wish to view and click on the Open an Existing
Inbox Record button, or. The View Provider Inbox screen will open and
display the details of the selected record
Check the External and Internal Patient information. If the record is "Not
matched" or incorrectly matched, use the Find option to select the
correct patient. It will display the Search Patient screen. Select the
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required patient in the usual way. It is then necessary to confirm
whether to match this file alone or else all the files related to this old
name
The Subject field can be overtyped if required.
The Comment field enables a user to record information relating to the
test; it can also be used to indicate to other users what action should
be taken e.g. a doctor may type a note for the nurse, such as needs
repeat appointment in two weeks
The Attention field is blank by default. Select a Provider from the drop
down list to enable the record to appear in a specific Provider's Inbox.
If the field remains empty the record will not appear in the Provider
Inbox list.
Setup Note
Mark Inbox Record as attention to another provider – Check the
inbox record, and record comments as required. To move the record
onto another Providers inbox listing it is necessary to first indicate the
required Provider in the attention field then select OK, Next or
Previous as required.
Check that the information in the Provider field is correct, i.e. the
provider the record relates to is defaulted.
Check that the information in the Folder field is correct, i.e. where the record
will be stored, for example Lab for Laboratory Results
If no further action is required, select the File button which will
complete the process. If the Attention field is blanked out, the record
will not appear in a Provider's Inbox. The record is always available via
the Patient's Inbox.
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View / Modify or Inactivate Provider Inbox Record
Use View/Modify or Inactivate option to edit or inactivate patient record.
Navigation Type
Ribbon Select Home tab ► Inbox group ► Provider Inbox ►
Edit group ► Open
Keyboard Shortcut In Provider Inbox tab, press Ctrl + O to open the highlighted item
Double-Click Double-Click the Highlighted item in Provider Inbox tab
Context Menu
(Right-Click) Not Applicable
Double click to open and display the details of the selected record.
View and /or make the necessary modifications
If the record is to be inactivated, select the Inactive tick box
Click OK to automatically save the changes to Provider Inbox Record
and close the tab
Click Cancel to abort the process and close the view provider inbox
tab
Click Help to view Screen specific help
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Filter Provider Inbox
Use filter option filter provider inbox listing.
Navigation Type
Ribbon Select Home tab ► Inbox group ► Provider Inbox ►
Filter group ► Filter
Keyboard Shortcut In Provider Inbox tab, press Ctrl + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Attention option will allow the user to obtain a listing of Inbox records
flagged as being Attention to a specific Provider
Filed Results Only option will display all Filed results for a specified date
range
Select the Unmatched records only option to show unmatched inbox
records only
Provider option will allow the user to obtain a listing of the Inbox
records flagged by Provider
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Filter By Patient
The Inbox records can also be filtered by Folder. This allows the user to
view related records. For example all the laboratory results
Select an abnormality from the dropdown list. The available options
are: Abnormal, Normal and All
User can filter the Provider Inbox based on the Subject selected from
the dropdown list during the selected duration
Status option allows the listing to be filtered by the Status of the Inbox
Record
Classification option allows the listing to be filtered by the Classification
assigned
Containing Text option will allow the listing to display only those records
which contain the typed information. For example search for all the
laboratory results with the word "Sodium" within the text of the result
Scanned Documents Only option will allow the listing to display only
those records which are scanned documents
Select the option Sort Alphabetically to sort out the Provider Inbox list
alphabetically
Inbox listing can be filtered by From Date Range
Inbox listing can be filtered by To Date Range
Select the option Include Inactive to display the inactivated entries in
the Provider Inbox tab with a strike-through on it
Click OK to filter the Provider Inbox tab based on the selected criteria
and close the Filter Provider Inbox window
Click Cancel to abort and close the Filter Provider Inbox window
Click Help to view the screen specific help
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Additional / Right Hand Mouse Options
User can access the additional options either from the Provider Inbox
Contextual menu or from the Context (right-click) Menu.
Navigation Type
Ribbon Select Home tab ► Inbox Group ► Provider Inbox ►
Provider Inbox contextual menu
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-Click)
In the right click popup menu choose different shortcut options
Default Filter option removes any filter applied to the Provider’s inbox
and displays all Inbox records
This Subject Only option will display all the Provider Inbox entries with
the same subject of the highlighted Inbox item. (To remove the applied
filter click Default Filter option)
This Classification Only option will display all the Provider Inbox entries
with the same classification of the highlighted Inbox item. (To remove
the applied filter click Default Filter option)
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This Clinical Status Only option will display all the Provider Inbox entries
with the same Clinical Status of the highlighted Inbox item. (To remove
the applied filter click Default Filter option)
The Chart option will provide the results of the highlighted Screening
related Inbox entry in a graphical method. For further information, refer
to Chart a Screening Record section in this User Guide
The Delete option will be displayed only for the Unmatched Inbox
Records. Click this option to delete the highlighted or selected
Unmatched Records
Mark as Read option will only be enabled in the context menu where
the item that has been highlighted has not been opened before and is
displayed in bold. On selecting the option Mark as Read, the bold text
will be replaced with standard text
Mark as Unread option will only be enabled in the context menu where
the item that has been highlighted has been opened before and is
displayed in Standard text. On selecting the option Mark as Unread,
the Standard text will be replaced with bold text.
Mark All as Read option will only be enabled in the context menu
where the item that has been highlighted has not been opened
before and is displayed in bold. On selecting the option Mark as Read,
the bold text will be replaced with standard text
The New Screening option will only be enabled in both the Contextual
and Context menu where the highlighted Inbox record has not
recorded with Classification.
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On selecting the option New Screening, New Screening Entry window
will be displayed to record and assign the new screening for the
selected Inbox record. For further information on New Screening Entry,
refer to Add a New Screening Entry section in this User Guide
The Select Classification option will only be enabled in both the
Contextual and Context menu where the highlighted Inbox record has
not recorded with Classification.
On selecting the option Select Classification, Patient Classifications
window will be displayed. User can either select the existing Patient
Classification or can add new Classification and assign the
Classification for the selected Inbox record.
For further information on Add a New Patient Classification, refer to
Add New Classification section in this User Guide
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Prevent Instant Refresh option will prevent the Provider Inbox List from
Refreshing when Record filed or Status changed
Show clinical Record Status – When used this filter shows/hides the
‘Stat’ column in the Provider Inbox tab.
User can apply an appropriate Clinical Status (if required) for the
highlighted Provider Inbox record from the Clinical Status option
Make the Patient Active on the Palette
Use Make the Patient Active on the Palette option to make patient active on the
palette from Provider Inbox tab.
Pre-requisites
Navigation Type
Ribbon Select Home tab ► Inbox Group ► Provider Inbox ►
Others group ► Active Patient
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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Highlight the record of the patient to be placed onto the palette
Click on Active patient icon . The highlighted patient will be
placed onto the palette
Print Specific Inbox Record
Use the Print option to print the specific Inbox
Records
Navigation Type
Ribbon Select Home tab ► Inbox Group ► Provider Inbox ►
Print group ► Print
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
For further information, refer to Patient inbox - Print Specific Inbox Record section in
this User Guide
Print All Inbox Records
Use the Print All option to print all the Inbox Records
Navigation Type
Ribbon Select Home tab ► Inbox Group ► Provider
Inbox ► Print group ► Print All
Keyboard Shortcut Not Applicable
Double-Click Not Applicable
Context Menu (Right-
Click) Not Applicable
For further information, refer to Patient inbox - Print All Inbox Records section in this
User Guide.
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Attachments Manager
Attachments Manager is a link to documents and digital photos stored within a
central directory, and can be setup within this screen.
Scanning
Medtech Evolution allows you to preview the scanned document from the
Scanning screen. The Scanning module has been modified to provide the
user with a palette which has the basic drawing tool features as well as
advanced tools including Annotations when scanned documents are
viewed.
The drawing tool palette provided on the view scanned document will give
the user the capability of underlining specific parts of the document and also
to highlight portions of the scanned document.
View Scanned Document
Use View scanned document to preview the scanned document from the
Scanning screen.
Pre-Requisites
Ensure the Patient is on the palette
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Navigation Type
Ribbon Select Home Tab ► Inbox Group ► Click Scanning
icon ► Scanning Tab ►Edit group ► Click open icon
Keyboard Shortcut In Scanning Tab ,CTRL + O
Double-Click Double click on the Highlighted item in Scanning List.
Context Menu
(Right-Click) Not Applicable
Patient name and Chart Number of patient the software has linked the
record to. When the software cannot make a match due to incorrect
spelling or different date of birth this field will display 'Not Matched' in
red.
Enter the Subject of the scan, by default this appears as 'Scanned
Document'
The user can add a relevant comment here if required. Clinical
keywords can be used within this field
Find - It is necessary to use this option to Find the required patient. The
Search Patient screen will display. Select the required patient in the
usual way. It is then necessary to confirm that the inbox files will be
matched to the selected patient.
The user can signify who the document is from. Type the first few letters
of the surname and press the tab key to display the Address Book
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Search. Highlight the appropriate address book entry and use the OK
option to select
Select to mark this inbox record as confidential
Do Not Upload to MMH this stops the information from being uploaded
to ManageMyHealth™
Attention field is defaulted to the user who is logged into MedTech32. If
the field is empty the record will not appear on the Provider Inbox.
(Selecting the File option will remove the users name from the Attention
field automatically, thereby completing the record. To mark the record
so that it appears on other users Provider Inbox, it is necessary to select
the Provider using the Attention drop down listing, then use the OK
option to transfer the record.)
Select service provider from the list
Where the record will be stored, this defaults to 'Scan'. It is possible to
filter the listing by Folder
Displays the bookmarks added to the scanned document
Displays the thumbnail view of the scanned document
File option will automatically complete the record. The Attention field is
blanked out and the record will not appear on a Provider's Inbox. The
record is always available via the Patient's Inbox.
Next option will automatically scroll to the Next record in the Inbox
listing - this option does not remove the record from the listing
Previous option will automatically scroll to the previous record in the
Inbox listing - this option does not remove the record from the listing.
Print the inbox record
Click Ok button to automatically save the record and close the
window.
Click Cancel to abort the process and close the View Provider Inbox
screen
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Click Help to View screen specific help
Preview an Existing Scanned document
Preview an Existing Scanned document allows you to preview the
scanned document from the Scanning screen.
Pre-Requisites
Ensure the Patient is on the palette
Navigation Type
Ribbon Select Home Tab ► Inbox Group ► Click Scanning
icon ► Scanning Tab ►Edit group ► Click Preview the
scanned document icon
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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Click on the Preview Scanned Document button, to display the
Scan Preview screen along with the selected scan.
The drawing tool palette provided on the view scanned
document will give the user the capability of underlining specific
parts of the document and also to highlight portions of the
scanned document.
First Page option will return you to the First Page of the
document you are currently viewing
Prev Page option will display the Previous Page of the
document that you are currently viewing
Next Page option will display the Next Page of the document
that you are currently viewing.
Last Page option will display the Last Page of the document that
you are currently viewing.
Zoom In option will increase the Zoom Percentage by 10% each
time it is selected, thus making the displayed information larger
Zoom Out option will decrease the Zoom Percentage by 10%
each time it is selected, thus making the displayed information
smaller.
Automatically scale your original document to fit your output
paper.
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Task Manager
Medtech Evolution’s Task Manager Module enables tasks to be assigned to Staff
and Patients. When a task is added it is recorded in the Staff and Patient Task Lists as
appropriate. Tasks can be added, viewed, modified, completed and deleted.
There are two Task Manager Icons that has been grouped under Task Manager in
the Home tab:
The Staff Tasks and Patient Tasks icons colour change depending on the status of the
task:
Yellow No tasks
Green Future task
Red Overdue task
Setup Note
The Patient Tasks icon will change colour only if a patient with a task is on the
palette. The Staff Tasks icon will change colour only if the staff member logged on
has alerts.
The Task Manager Chapter covers the following sections:
Patient Task List Add a New Patient Task
View / Modify Patient Task Staff Task List
Add a New Staff Task View / Modify Staff Task
Make Patient the Active Patient Add Category for a Task Open Attachment
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Complete Task
Delete Task Filter Patient/Staff Task List
Default Filter Exclude Attachments Display Completed / Incomplete Tasks
Task Reminders Print Task Lists
Patient Task List
The Patient Tasks screen displays all the incomplete tasks for the Active
Patient on the palette. Overdue tasks are displayed in red.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Home tab ► Task Manager group ► Patient Task
Keyboard
Shortcut Ctrl + Shift + F10
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
‘ ’ indicates the task is Urgent
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‘ ’ indicates the task has an attachment
‘ ’ indicates the task is activated to ‘Repeat’ on a regular basis
Task due date
Details of the task
Staff member who assigned the task
Setup Note
The ‘staff’ name will be displayed only for the tasks created by a staff
member.
Add a New Patient Task
Use the New Patient Task option to add a new task for active patient.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Home tab► Task Manager group ► Patient Task
► New Patient Task or click Add A New Task icon from the
Patient Task List
Keyboard
Shortcut In the Patient Tasks screen press Ctrl + N
Double-
Click Not Applicable
Context
Menu
(Right-Click)
Not Applicable
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Enter the details of the task in the Task field. This information will
be displayed within the reminder when it appears
The Patient field defaults to the active patient on the palette;
however another patient can be selected from the ‘Search
Patient’ screen by clicking on the ellipsis button
Select the Confidential checkbox option, if the task is to be
viewed only by the staff member(s) assigned with the task. A
message ‘Sorry, this is a confidential message’ will be displayed,
when other staff members are trying to view this task, as shown
below:
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Select the Urgent checkbox option, if the priority of the task is
urgent. An exclamation mark will be displayed against the
respective task in the Patient task list
Select the Completed checkbox option, if the task is completed
Select the Add task to Daily Record checkbox option to display
the current task into the Patient’s Daily Record screen
Click OK to create a task and close the New Task window
Click Cancel to abort and close the New Task window
Click Help to view Screen specific help
View / Modify Patient Task
Use the Open option to View/Modify the existing Patient Task
Pre-Requisites
Ensure patient is on the palette
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Navigation Type
Ribbon
Select Home tab► Task Manager group ► Patient
Task, highlight the respective Patient task then select
Edit group ► Open
Keyboard
Shortcut In the Patient Tasks screen press Ctrl + O
Double-Click Yes
Context Menu
(Right-Click) Not Applicable
View task for Patient window will be displayed. Make any necessary
modifications.
Click OK to save the changes and close the View Task window
Click Cancel to abort and close the View Task window
Click Help to view Screen specific help
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Staff Task List
The Staff Tasks screen displays all the incomplete tasks for the logged in Staff
member. Overdue tasks are displayed in red.
Pre-Requisites
Ensure patient is on the palette
Navigation Type
Ribbon Select Home tab► Task Manager group ► Staff Task
Keyboard
Shortcut Ctrl + Shift + F9
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
‘ ’ indicates the task is Urgent
‘ ’ indicates the task has an attachment
‘ ’ indicates the task is activated to ‘Repeat’ on a regular basis
‘ ’ indicates the task is activated to ‘Remind’
‘ ’ indicates the category of the Task
Task due date
Name of the Patient
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Details of the task
Staff member who assigned the task
Add a New Staff Task
Use the New Staff Task option to add a task for a Staff.
Navigation Type
Ribbon Select Home tab ► Task Manager group ► Staff Task ►
New Staff Task or click Add A New Task icon from the Staff
Task List
Keyboard
Shortcut In the Staff Tasks screen press Ctrl + N
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
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Enter the details of the task in the Task field. This information will
be displayed within the reminder when it appears
The Patient field defaults to the active patient on the palette;
however another patient can be selected from the ‘Search
Patient’ screen by clicking on the ellipsis button
Setup Note
If the Staff Task related to the patient, then select the
respective patient from the Patient field. This task will appear
on both the Patient’s and the Staff Task screen.
It is also possible to create Staff task associated only with
staffs e.g. Staff meeting. To create this task Patient should be
removed from the Patient field. This task will not appear on
the Patient task list.
Staff - Defaults to the logged in Staff member, but can be
changed by selecting from the respective drop down list
It is possible to send a Staff Task to a group of staff members.
Click on the CC button, the Select Staff Members screen will be
displayed. (Group members are defined via Setup ► Staff ►
Groups)
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Highlight the staff member to be selected from the list in the left
pane and click the Add Selected Members to Recipient button
. Repeat this procedure for each staff member to be copied
(to remove a staff member from the Selected Staff Members
side, highlight the staff member in the right pane and click the
Remove Staff Members from Recipient list button )
Select the Confidential checkbox option, if the task is to be
viewed only by the staff member(s) assigned with the task. A
message ‘Sorry, this is a confidential message’ will be displayed,
when other staff members are trying to view this task, as shown
below:
Select the Urgent checkbox option, if the priority of the task is
urgent. An exclamation mark will be displayed against the
respective task in the Staff task screen
Select the Completed checkbox option, if the task is completed
Setup Note
An additional checkbox option ‘Add task to Daily Record’ is
available in the Patient Task tab and is specific to Patient Task.
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Select this checkbox, to include the current task into the
Patient’s Daily Record screen.
Due In – Define the time period, date and time when the task is
due
Select the Remind checkbox to obtain the Reminder popup
screen. By default this will be 15 minutes but can be changed.
(To know more, refer to ‘Task Reminder’ section in this chapter)
Select ‘Repeat Every’ checkbox, if it is a regularly occurring task.
Enter the number and frequency of the repetitions into the
associated fields. A symbol ‘ ’ will be displayed against the
respective task in the task list
Click OK to create a task and close the New Task window
Click Cancel to abort and close the New Task window
Click Help to view Screen specific help
View / Modify Staff Task
Use the Open option to View/Modify the existing Staff Task
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Navigation Type
Ribbon
Select Home tab► Task Manager group ► Staff Task,
highlight the respective Staff task and then select Edit
group ► Open
Keyboard
Shortcut In the Staff Tasks screen press Ctrl + O
Double-
Click Yes
Context
Menu
(Right-
Click)
Not Applicable
View task for Staff window will be displayed. Make any necessary
modifications.
Click OK to save the changes and close the View Task window
Click Cancel to abort and close the View Task window
Click Help to view Screen specific help
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Make Patient the Active Patient
Using this option, it is possible to make a patient in the Staff Task list as
Active Patient on the palette.
Navigation Type
Ribbon
Select Home tab► Task Manager group ► Staff Task,
highlight the respective task and then select Others group ►
Active Patient
Keyboard
Shortcut In the Staff Tasks screen press Ctrl + A
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
The patient belonging to the respective task will be displayed on the
palette.
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Add Category for a Task
Use the Assign Task Category option to add a Category for a task in the Staff
Task screen.
Navigation Type
Ribbon Select Home tab► Task Manager group ► Staff Task,
highlight the respective task and then select Others group ►
Assign Task Category
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
In the right-click popup menu select Assign Task Category
Click on the Assign Task Category menu
Select an appropriate Task Category from the list
The symbol ‘ ’ will be displayed against the respective task in the Staff
Task screen. The colour of the ‘ ’ depends on the task category
selected from the Assign Task Category menu.
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Setup Note
To know more about this section, refer to Task section in the
‘Medtech Evolution Setup User Guide’.
Open Attachment
Use the Open Attachment option to open or view Patient / Staff Task
attachments.
Pre-Requisites
The Open Attachment option will be enabled only for the tasks having
attachments (indicated by the symbol ‘ ’ in the task list).
Navigation Type
Ribbon
Select Home tab► Task Manager group ► Patient Task,
highlight the respective task and then select Edit group ► Open
Attachment
Keyboard
Shortcut Not Available
Double-Click Not Available
Context
Menu (Right-
Click)
In the right click popup menu select Open Attachment
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1. The View Patient Document screen will be displayed. The attachment
information (i.e. the attached Outbox document) will be displayed in this
screen.
Setup Note
Follow the steps above to open and view the Staff task attachment.
To know how to add a reminder for the Outbox document, refer to the
Outbox section in the ‘Medtech Evolution Clinical User Guide’.
Complete Task
Use the Complete option to make the Task complete:
Pre-Requisites
Ensure Patient is on the palette.
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Navigation Type
Ribbon
Select Home tab► Task Manager group ► Patient Task,
highlight the respective task and then select Others group ►
Complete
Keyboard
Shortcut In the Patient Tasks screen press Ctrl + C
Double-Click Not Available
Context
Menu (Right-
Click)
In the right click popup menu select Complete
1. The selected task will be disappeared from the task list.
Setup Note
Follow the steps above to make the staff task (s) complete.
Delete Task
Use the Delete option to delete a task from the Patient/Staff Task list:
Pre-Requisites
Ensure Patient is on the palette.
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Navigation Type
Ribbon
Select Home tab► Task Manager group ► Patient Task,
highlight the respective task and then select Others group ►
Delete
Keyboard
Shortcut In the Patient Tasks screen press Delete key
Double-Click Not Available
Context
Menu (Right-
Click)
Not Available
1. A warning message will be displayed. Click Yes to delete the Task.
2.
3. The selected Task will be deleted from the Task list.
Setup Note
Follow the steps above to delete the staff task (s).
Filter Patient/Staff Task List
Tasks can be filtered based on the following criteria: completed,
uncompleted, due within a time range, urgent, contain keywords and / or
created by a certain staff member.
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Pre-Requisites
Ensure Patient is on the palette.
Navigation Type
Ribbon Select Home tab► Task Manager group ► Patient Task then
select Filter group ► Filter
Keyboard
Shortcut In the Patient Tasks screen press Ctrl + F
Double-Click Not Available
Context
Menu (Right-
Click)
Not Available
Select the staff member to be filtered for from the Staff Member
dropdown list. Select ‘All’ if no particular staff member is to be filtered
for.
Setup Note
Tasks that are marked as confidential and belong to other staff
members will not be viewable.
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Select the Complete Tasks radio button to filter all the completed tasks
Select the Incomplete Tasks radio button to filter all the incomplete
tasks
Specify a Date Completed (to filter Completed tasks) / Due Date (to
filter incomplete tasks) range from the respective drop down lists by
either manually typing the dates into the corresponding fields or by
using the dropdown lists
Select the time period to filter from the Period drop down list. This field
will be enabled only to filter Completed tasks
Select a status from the Status dropdown list. Select All to include tasks
regardless of their status
Enter a keyword in the Keyword Search field so that only those tasks
that have the keyword typed in the Task Details field will be displayed
The Created By list allows Staff member to filter tasks created by them
Select the Include Deleted checkbox field to list the deleted tasks
Click OK. The Tasks for Staff Member or Patient Tasks window will display
all tasks that match the filter criteria
Click Cancel to abort and close the Filter window
Click Help to view Screen specific help
Setup Note
Follow the steps above to filter the staff task.
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Default Filter
Use the Default Filter option to reset the Patient/Staff Task Filter.
Pre-Requisites
Ensure Patient is on the palette.
Navigation Type
Ribbon Select Home tab ► Task Manager group ► Patient Task then
select Filter group ► Default Filter
Keyboard
Shortcut Not Available
Double-Click Not Available
Context
Menu (Right-
Click)
In the right click popup menu select Default Filter
Setup Note
Follow the steps to reset the filter for staff task.
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Exclude Attachments
Use the Exclude Attachments option to display only the tasks without an
attachment in the Patient/Staff Task screen.
Pre-Requisites
Ensure Patient is on the palette.
Navigation Type
Ribbon Select Home tab ► Task Manager group ► Patient Task then
select Filter group ► Exclude Attachments
Keyboard
Shortcut Not Available
Double-Click Not Available
Context
Menu (Right-
Click)
In the right click popup menu select Exclude Attachments
Patient Tasks screen will display all the tasks related to the Patient, exclude the
tasks having attachments.
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Display Completed / Incomplete Tasks
Use the Display Completed/Incomplete Tasks option to view all the
completed/incomplete tasks for the Staff/Patient.
Pre-Requisites
Ensure Patient is on the palette.
Navigation Type
Ribbon
Select Home tab ► Task Manager group ► Patient Task then
select Filter group ► Display Completed Tasks / Display
Incomplete Tasks
Keyboard
Shortcut In the Patient / Staff Task screen press Ctrl + T
Double-Click Not Available
Context
Menu (Right-
Click)
In the right click popup menu select Display Completed Tasks /
Display Incomplete Tasks
Task Reminders
If a reminder is set for a task, a pop-up window will be displayed on the
Medtech Evolution screen at the specified reminder time. If two or more tasks
are scheduled at the same time, the reminders will be queued in the Staff
Task Reminder(s) screen.
Pre-Requisites
Reminder option should be enabled for the respective tasks.
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Click the Complete button to mark the task as complete and remove
from the task list
Click Open button to bring up the View Task window and displays the
details of the task
On click the Dismiss button, the task will remain in the task list as
incomplete and no further reminders will be displayed
Select the Snooze time interval from the Click Snooze to be reminded
again in dropdown list, defaults to 15 minutes
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On click the Snooze button, the task will remain incomplete in the Task
List and a reminder will be displayed on the screen according to the
number of minutes specified in the Click Snooze to be reminded again
in field
If two or more reminders are in the queue, click Dismiss All to dismiss all
the reminders at once
If two or more reminders are in the queue, click Snooze All option to
snooze all the reminders at once
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Tools
Knowledge Resource
An explorer style tree is displayed listing all available categories that
information is contained under.
Click on the '+' sign to maximize the category. When you have found the
desired sub category click on it to load and display the Patient Education
sheet.
Growth Charts
Growth Charts help keep track of growth in the patients of age group
between 0 and 20. This helps keep track of their fitness in terms of height –
weight balance.
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Medical Calculator
The Medical Calculator module assists the user in calculating the following
information; Body Mass Index, Body Surface Area, Creatinine Clearance, Spirometry
and Estimated Date of Delivery.
Calculator for patient Body Mass Index
Calculator for patient Body Surface Area
Calculator for patient’s Creatinine Clearance
Calculator for patient’s Spirometry
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Calculator for Estimated date of delivery
Smoke/Alcohol calculator
Click the previous button to move to previous screen
Click the Next button. The calculator window will be displayed
according to the radio button selection
Cancel all Edits and close this screen
Click Help to view Screen specific help
Body Mass Index Calculator Window
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Body Surface Area Calculator Window
Creatinine Clearance Calculator Window
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Spirometry Calculator Window
Estimated date of delivery
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Smoke – Alcohol Consumption
Setup Note
If Screening Terms have been recorded within the past six months the most
recent entry will be displayed in the appropriate field. Old entries can be
overtyped if required.
Click Save to update the patients screening information with the
calculations
Click Finish if no further calculations are required or click Back to
select another calculator
Click Help to view Screen specific help.
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Consultation
The Consultation screen is the area of the Clinical module where the Service
Provider/Providers can record details of consultations.
Information entered through the consultation screen is written into the Daily Record
and any other related areas of the patient record.
New Consultation
To launch a consultation put the patient on the Palette, then click on the
Consultation Icon on the patient segment of the ribbon or the
F12 shortcut key.
The consultation ribbon segment will open and the timer – if used – will start
automatically
Main Tab
This screen collates many details relating to the patient’s condition. The flow
through the consultation process as explained in the steps that follow may
differ from provider to provider but within the main sections it is likely that the
order of data entry would be the same.
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More Tab
o Choose Provider from the drop-down list
o Choose date seen
o Choose Consult Type from drop-down list
o Choose Status from drop-down list
New Patient Contact
This can be used to add names and address
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Send Consultation To
Use the Send Consultation To option to send consultation notes to anyone in
the address book.
Choose recipient from the address book
Enter Healthlink Mailbox manually if required
Check if SOTAP report is required
Click this button to Fax the Consultation Notes to the recipient
Click this button to Email the Consultation Notes to the recipient
Click this button to Print the Consultation Notes
RSD
Click Cancel to abort process and close the window
Click to view screen specific Help
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Filter Details Section by Subject
Evolution enables a provider to filter screens directly from the Details Section;
Screening History, Outbox Documents and Medications. For example, you
have taken a patient’s blood pressure and it seems quite high so you want to
check their previous blood pressure results to see if there are any trends.
Highlight the subject that is to be filtered for in the Details Section e.g.
Blood Pressure
Right click the mouse on the entry and select This Subject Only
Evolution will display the filtered list
Filter Daily Record
The Daily Record can be filtered for Medications and Classifications that are
listed in the Details section. This is handy if you need to see if they have been
prescribed the same drug before and need to view the associated
consultation notes.
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Right click the mouse on the entry in the View Consultation ‘Details’
section and select Filter Daily Record
Daily Record screen will open and display the entries in the View
Consultation ‘Details’ section
Save Consultation Notes
Use the save consultation notes to add the new Consultation
Click Save Notes to save the entries added under
Subjective/Objective fields
Notes are saved automatically:
Every 5 minutes
When a new patient is selected
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Cancel Changes to Consultation
Use the save consultation notes to discard any changes made to the Consultation
Notes
Click to discard changes made to Consultation Notes
Filter Daily Record
Use the Filter Daily Record to view Daily Record
Click to bring up the Daily Record screen
Click to Print all Consultation Notes
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Spell Check
Click to open the Spell Check window
Show Timer
Toggle button to show/hide Timer
Un-Lock Notes
When consultation notes are opened from the daily record more than once
then it will display a warning message. To proceed further we will need to
unlock consultation notes.
Select Patient Tab ► Medical Record ► Consultation icon and select View
Consultation [current date] tab ► UnLock Notes
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Click Unlock Notes to unlock the consultation screen
New Patient Contact from Consultation screen
Use the New Patient Contact option to add a new patient contact from View
Consultation screen.
Select Patient tab ► Medical Record group ► Consultation icon and select
View Consultation [current date] tab ► New Patient Contact...
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For detailed information refer to Patient Contact section in this User Guide.
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Daily Record
Daily Record
Daily Record will automatically record details of all the events for the current
patient in date descending order. Upon entry to the screen, a listing of the
Patient’s events that have been recorded will be displayed in date
descending order.
This Daily Record Chapter covers the following action(s):
Flag A Daily Record Item As Confidential
Filter The Daily Record Listing
The Date of an event is shown as a title
Day
Provider code
A tab format of months and years is displayed to the right of the
window. The months that have consultation entries added are
displayed in Blue. Clicking on the required year and month, will display
the appropriate daily record information
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Open a Daily Record item as Confidential
The ability to flag a Daily Record item as confidential allows users to flag
Consultation Notes, Prescriptions and Patient Classifications as being
Confidential. Items are then only visible to the Provider that flagged the item.
All other users (that do not have a clinical trust relationship) will only see the
word Confidential when looking at the item. If they try to open a confidential
item, a message will be displayed explaining they do not have access to it.
Highlight the required item and click open to flag an existing Daily
Record item as confidential
Place a tick in the confidential check box. Select OK to save the
information
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Filter the Daily Record Listing
From Date: Used to display daily record items between a date range
To Date: Used to display daily record items between a date range
Provider: Selecting a specific provider will only display items entered by
the Provider. By default this field displays as All Providers
Within Read: To display items with Classifications that lie below the
selected Read Code. Use the Read Code Search to select the
required criteria
With Classification: These options will display items with the selected
Read Code. Select the required code from the Patient Classification
listing
Or will display items with the selected Read Code. Select the required
code from the Patient Classification listing
To Include outbox, inbox and medication records
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Therapeutic Group: This option will display consultations and
associated event items that have an entry with prescriptions whose
drug is of the selected Therapeutic Group. Use the Therapeutic Group
search to select the required criteria
Display only consultations with medications belong to this Interaction
class
Generic Group: This option will display consultations and associated
event items that have an entry with prescriptions whose drug is of the
selected Generic Group. Use the Generic Group search to select the
required criteria
This option will display consultations and associated event items that
have an entry with the selection medication
This option will display consultations and associated event items where
a consultation notes contain the keyword or phrase. Type in the details
of the word or phrase you wish to use as criteria for the search
Accident: This option will display consultations and associated event
items where a consultation has been nominated as being associated
with this accident. Select the required option from the Patient
Accident listing. NB: Work Place Accidents are displayed in Blue.
Any: The selection option Any displays all notes with an accident
associated with them
Display Selected Consultation type
Select Clinical status from drop down list
Include Inactive: To include inactive entries within the filter criteria
place a tick in the Inactive check box
Hide Non Consult: Upon selecting the Hide Non-Consult option from
the Daily Record Filter screen the Daily Record is filtered so that only
consultations and their associated daily treatment items will display.
Items which are not linked to a consultation will be hidden. This option
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is also available as a right click mouse option on the Daily Record
screen
Affiliation: Where records have been created and highlighted for
specific provider affiliation users have the ability to select to display an
identified affiliation or affiliations via a tick box selection. A right hand
mouse click option is available to either Select All, Un-Select or Invert
the current selection
Click OK to filter the Daily Record and close the Filter Daily Record
window
Click Cancel to abort the process and close the Filter Daily Record
window
Click Help to view Screen specific help
Right-Click Mouse Options
Use shortcut option using the right hand mouse button
This will copy the highlighted items to allow the user to paste them into
another screen
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This option enables you to send to third party the highlighted
consultation information
This option will automatically filter the Daily Record for the highlighted
Classification displaying the relevant consultations associated with the
classification
To Include outbox, inbox in the filter criteria
This option will automatically filter the Daily Record for the highlighted
Medication displaying the relevant consultations associated with the
medication
Filter the daily record for selected affiliation only
This option will automatically filter the Daily record for the Highlighted
Clinical status displaying the relevant consultation and Inbox records
associated with the Clinical status
Hide any records that are not linked to consultation notes
List using the default filter option
This will allow the user to assign the Clinical Status for the Consultation
or the Inbox records
Setup Note
Right hand menu options listed above can also be accessed under the ribbon.
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Default Filter
Use this option to reset all filters to default filter.
Click to reset all applied filters
This Classification Only
Use this option to filter only the currently selected classification.
Click to filter only the currently selected Classification
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This Medication Only
Use this option to filter only the currently selected Medication.
Click to filter only the currently selected Medication
This Affiliation Only
Use this option to filter only the currently selected Affiliation.
Click to filter only the currently selected Affiliation
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This Clinical Status Only
Use this option to filter only the currently selected Clinical Status.
Click to filter only the currently selected Clinical Status
Refresh
Use this option to Refresh the Daily Record screen so that it displays any newly
added records.
Click to Refresh Daily Record to display newly added records
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Clinical Status
Use this option to assign a Clinical Status to the selected entry.
Click to see a list of Clinical Status and assign it to the selected item 1
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Immunisations
Immunisation Status screen gives a list of immunisations that have been given and
that are due for the patient.
Navigation Type
Ribbon
Select Patient Tab ► Immunisations
Keyboard Shortcut F4
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Immunisation Schedule Tab
This tab shows the status of all scheduled Vaccines
Vaccine Due Date
Vaccine Group the Vaccine belongs to
Name of the Vaccine
Outcome of the Vaccine
Date on which Vaccine was Given
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Age of the patient at which Vaccine was Given
Batch No of the Vaccine
Vaccine administered Site
Additional notes
Name of the Provider
Provider who administered the Vaccine
All Immunisations Tab
This tab shows a list of all Given Immunisations
Schedule Selection Tab
This tab shows a list of all available Immunisation Schedules, Provider needs to
choose which schedule needs to be applied for this patient.
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List of available Immunisation Schedules
Choose whether to Opt on or Opt off for NIR
Add a New Immunisation
Use the Add New Immunisation option on the Immunisation Status screen to
mark the status of the selected Vaccine.
Navigation Type
Ribbon
Select Patient Tab ► Immunisations ► New Term
Keyboard
Shortcut In The Immunisation Status screen, Ctrl + N
Double-Click Double-click on the vaccine for which the status needs to
be marked
Context Menu
(Right-Click) Not Applicable
Choose the name of the Provider from the drop down list
Choose the date on which the Vaccine is administered and tick the
auto-bill box if required
The name of the selected Vaccine is already filled in
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Choose Outcome of the Vaccine from the drop down list
Choose the name of the staff who administered the Vaccine
Choose Route by which Vaccine was administered
Choose the site at which the Vaccine is administered
Enter any additional Notes if required
Batch No of selected Vaccine
Batch Expiry of selected Vaccine
If the Vaccine has a Diluent attached to it, the Batch No of the Diluent
is pre-populated here
If the Vaccine has a Diluent attached to it, the Batch Expiry of the
Diluent is pre-populated here
Choose Serology result from the drop down list
Choose Name of Provider who will attend the Recall
Select the number of days within which the patient is to be recalled
The date of the Recall gets populated
Select a Reason for the Recall
Add any additional Notes for the recall if required
Click OK to save and close the New Immunisation Status for the
Vaccine
Click Cancel to abort process and close window
Click to view screen specific help
Add a New Immunisation Group
Use the Add New Immunisation Group option on the Immunisation Status
screen to mark the status of a selected Group of Vaccines.
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Navigation Type
Ribbon
Select Patient Tab ► Immunisations ► New Group
Keyboard
Shortcut In The Immunisation Status screen, Ctrl + G
Double-Click Double-click on the vaccine for which the status needs to
be marked
Context Menu
(Right-Click) Not Applicable
Choose the Immunisation Group from the drop down list
Select the date on which the Vaccine is administered
Select the Provider from the drop down list
Select the Vaccinator who administers the Vaccine from the drop
down list
List of Vaccines in the immunisation group
Outcome of the selected Vaccine
Route through which the selected Vaccine is administered
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Site where the Vaccine is administered
Enter any additional Notes
Batch No of the selected Vaccine
Batch Expiry of the selected Vaccine
Tick Box to Automatically Bill the Vaccine
The Immunisation Group that follows this Group is pre-populated
Select how many days the next recall is in
Recall Date is populated
Select Reason for the Recall
Click to go to the Next Vaccine in the Group
Enter Diluent Batch No (Field is enabled if the Vaccine has a Diluent)
Enter Diluent Expiry Date (Field is enabled if the Vaccine has a Diluent)
Choose Serology result from drop down (Field is enabled if the Vaccine
has a Diluent)
Choose Recall Date
Choose Recall Reason
Click to go to the Next Vaccine in the Group
Click to go to the Previous Vaccine in the Group
Select to add/remove a Vaccine to the Group
Tick box to hide the excluded alternative Vaccine
Click OK to save the status of the Immunisation Group
Click to abort process and close the window
Click to view screen-specific Help
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Open an Existing Row
Use the Open an Existing Row option on the Immunisation Status screen to
view the status of an old Vaccine.
Navigation Type
Ribbon
Select Patient Tab ► Immunisations ► Open
Keyboard
Shortcut In the Immunisation Status screen, Ctrl + O
Double-Click Double-click on the vaccine which needs to be viewed
Context Menu
(Right-Click) Not Applicable
Tick this box if the selected Vaccine needs to be inactivated
Click OK to save Vaccine and close window
Click Cancel to abort process and close window
Click to view screen specific Help
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Filter Immunisation List
Use the Filter Immunisation List option on the Immunisation Status screen to
Filter out unnecessary Vaccines in the list.
Navigation Type
Ribbon
Select Patient Tab ► Immunisations ► Filter
Keyboard
Shortcut In The Immunisation Status screen, Ctrl + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Tick this box to view only the list of Given Vaccines
Tick this box to remove all Scheduled Immunisation Records from the
list and shows the rest
Tick this box to Include all inactivated Vaccines
Click OK to save Filter and view filtered results
Click Cancel to abort process and close this screen
Click to view screen specific Help
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Bring up to date
Use the Bring up to date on the Immunisation Status screen to bring all patient
immunisation records up to date.
Navigation Type
Ribbon
Select Patient Tab ► Immunisations ► Bring up to
date
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Click to bring all Patient records up to date
Reschedule Vaccination or Vaccination Group
Use the Reschedule option on the Immunisation Status screen to reschedule a
selected Vaccine or Vaccine Group.
Navigation Type
Ribbon
Select Patient Tab ► Immunisations ► Reschedule
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
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Context Menu
(Right-Click) Not Applicable
Choose if rescheduling is for a Vaccine Group or an Individual Vaccine
Choose the Vaccine Code for the Vaccine that is being rescheduled
Choose by how many days the Vaccine needs to be rescheduled to
The date for which the Vaccine gets rescheduled to is populated
Add any relevant comments
Choose the Provider from the drop down list
Choose a reason for the Recall
Click OK to save and close window
Click Cancel to abort process and close window
Click to view screen-specific Help
NIR Status Query
The Status Query provides the ability to query NIR for a patient’s immunisation
status. However the NIR software must match the query with a specific
patient prior to sending the immunisation data.
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Setup Note
The NIR Status Query menu option (Patient tab ► Immunisations ► NIR
Status Query) will be enabled only when NIR Messaging is enabled (Utilities
tab ► NIR ► Message Transfer ► Setup 3 tab). For further information
about NIR Messaging, refer to NIR Message Transfer Utility section.
Pre-Requisites Ensure an appointment template is created for each provider in the practice prior.
Navigation Type
Ribbon Select Patient tab ► Immunisations ► NIR Status
Query
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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The minimum NIR Status search requirements are: Patient’s NHI number or
Patient’s Surname, First Name, Age Range & Gender.
To query the NIR Status for Medtech Evolution Patient
To query the NIR Status for non Medtech Evolution Patient
Enter Patient’s National Health Index (NHI) number. NHI number will be
displayed by default for Medtech Evolution Patient from Patient
Register window
Enter Patient’s Surname. The Surname will be displayed from Patient
Register window if the Patient is registered with Medtech Evolution
Enter Patient’s First Name. The First name will be displayed from Patient
Register window if the Patient is registered with Medtech Evolution
Enter the Patient’s Age Range. The age range will be displayed from
Patient Register window if the Patient is registered with Medtech
Evolution Patient
Select the Patient’s Gender from dropdown list. The gender will be
displayed from Patient Register Window if the Patient is registered with
Medtech Evolution
Select an appropriate Search Type (Exact Match, Wildcard, etc.) from
the dropdown list
Click Find New Patient button to select a new patient from the Search
Patient window. The new patient’s information will be displayed in the
NIR Patient Status Query tab
Click NIR Search to generate a request message to NIR to get the
Patient’s Immunisation details. The NIR Patient Status Query tab will be
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closed and the response from the NIR will be stored in the Provider
Inbox.
Setup Note
The response from the NIR will be stored in the Provider Inbox (Home
tab ► Provider Inbox). Double-click on the respective NIR record;
the details will be displayed in the View Provider Inbox tab.
If NIR search using Patient’s Demographic details other than NHI
number, then one of the following messages types will be sent to the
Provider Inbox.
Status Query – Single Match
If NIR can exact match the Patient from the requested criteria, a “Status
Query– Single Match” message will be received within the Provider Inbox.
This message will contain the respective patient’s immunisation records.
Status Query – Results (Multiple Match)
If NIR can match more than one patient from the requested criteria, a
“Status Query – Multiple Match” message will be received within the
Provider Inbox. This message will display the list of Patients matches with
the criterion.
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Click Search button to bring up the NIR Status Query tab. In the NIR
Status Query tab a new Patient List 3 tab will be displayed and list the
Patients matches with the criterion.
Select an appropriate patient from the list and click NIR Search button to
send the NIR Status request for the selected patient
Status Query – No Match (Acknowledgement Message)
If NIR do not find any patients that match the search criteria, a “Status
Query – No Match (Acknowledgement Message)” message will be
received within the Provider Inbox. The user must select the “Search”
option and redefine the search criteria before activating another query.
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Click Cancel to abort and close the NIR Patient Status Query tab
Click Help to view the screen specific help
Update Patient Data
Use the Update option in View Provider Inbox tab to update the
Patient’s details from NIR into Medtech Evolution.
Navigation Type
Ribbon
Select Home tab ► Inbox group ► Provider
Inbox, highlight the respective NIR Single match
record ► Edit group ► Open
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
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Click Update button to update the Patient’s details from NIR into
Medtech Evolution. Update Patient Data window will be
displayed.
The detail tab will display the patient’s demographic
details from NIR
The Immunisation tab will display the patient’s
Immunisation details
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Select the required field(s) to update the respective
details into the Medtech Evolution
Click Select All to select the entire fields
Click OK button to update the selected field(s) into the
Medtech Evolution.
If any demographic details are selected (e.g. Date of
Birth), the details will be updated in the Patient Register
window.
If any immunisation details are selected, the details will
be updated / listed in the Immunisation Status tab (in All
Immunisations tab) as shown below:
Click Cancel to abort and close the Update Patient Data
window
Open help
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Prescription
The prescription module features an integrated formulary, providing comprehensive
information on drug interactions and pharmaceutical funding.
The Prescription Chapter covers the following sections:
Prescribe a New Medication
Drug Search
Special Authority Drug
Subsidised Drugs Only
Exclude Unsafe in Pregnancy
Exclude Banned in Sport
Additional Quick Search Options
Additional Advanced Search Options
Prescribe a New Medication
Use the New Medication option to prescribe a New Medication Pre-Requisite
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient Tab► Clinical Actions ► Medications ► New
Medication
Keyboard
Shortcut F10
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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The active patient’s GMS category will be displayed
When granular prescribing directions is clicked the directions field is
greyed out - This is to avoid the miss-match between the granular fields
and the directions field which can occur if the user updates the
directions but not the granular fields, the directions when entered in
granular prescribing mode are disabled and cannot be edited.
Setup Note
Under File > Options >Setup > Staff > Members > Provider Messages-
Select Enable granular prescribing directions to auto populate
granular prescribing directions under medications. For further
assistance, Refer Setup Guide.
Select the medication you wish to prescribe by typing the first few
letters of the medication and press the Tab key to display the Drug
Search screen.
Setup Note
To find a drug with a specific strength, for example, to find Amoxicillin
Capsules having strength of 250mg, you could type AMOX C 250.
Further, typing DI SO CAP will search for a drug with the Key, Brand or
Generic name starting with DI, containing SO and a presentation
starting with or containing SO and/or CAP, i.e. items with Tab within
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the presentation will not be listed.
If you have set up Personal Medicines, via File ► Options ► Setup ►
Clinical ► Personal Medicines, it is possible to type in the Key rather
than the actual drug when doing a drug search. If you select a
Preferred Medicine the default information added within the setup of
the medication will automatically be displayed. It is possible to
change these values if necessary.
Drug Search window
To learn more about Drug Search, Refer to the Drug search
section
Highlight the medication required in the Brand/Generic
section.
Highlight the strength required from the Strength section.
To obtain Mims information on the drug, click the MIMS
button below the Strength fields.
Click OK to add the selected drug as a new medication.
Setup Note
Drug Interactions or Warnings will be displayed in the
interactions window when a proposed medication is in conflict
with another drug previously prescribed for the patient.
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Interaction information is displayed automatically if the
medication interacts with a previously prescribed medication
or a Patient's medical warning. Critical interactions are
displayed in Brown and are not recommended.
Pharmac Special Authority: For Special Authority medications,
additional rules are applicable as displayed in the below
figure.
Dosage: Enter the dosage of the preferred medicine, (Decimal values
can also be added).
Setup Note
To set up Dosage Frequencies – Go to setup File ► Options ►
Clinical ► Dosage Frequency.
Frequency: Enter the frequency for the medication that you are
prescribing, For example TDS (Three Times daily).
Period: Enter in the period that the medication is being prescribed for.
You can prescribe in days, weeks, months or years. For example typing
1w will expand to 1 week.
Mitte (Quantity): This field will have been automatically calculated in
relation to the dosage, frequency and period information. It is possible
to type a quantity directly into this field.
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Amount: Drug Amount is displayed in this field.
Directions: Directions relating to the dosage and frequency information
will automatically be displayed. It may be necessary to manually type
additional information for some preparations. Clinical keywords can be
used in this area.
Repeats: Enter the number of repeats you are prescribing.
Setup Note
When prescribing a medication on Pharmac's Stat list, a message
will display indicating "Close Control endorsement added" which
adds a "CC Initial:" on the prescription, along with a box for the
prescriber’s initials to acknowledge the request, onto the printed
prescription
Options: This menu allows a user to Add A New Medical Warning or
Add A New Classification directly from the New Patient Medication
screen
Administer: Choose the administration of medicine from the drop down
list; for example (Systemic, Topical)
Initial Dispensing period – Initial trial period for a Medicine
Provider Eligible for $3 Co-payment – This Check box will be enabled
based on the Provider settings under options. On selection, it will
automatically update the Patient’s GMS category.
Setup Note
To use the option – Go to setup File ► Options ► Staff ► <Staff
Name><Provider message>.
Provider: The Provider information can be changed. By default the
logged in Provider Name will be displayed automatically.
Prescribed Externally: Select this option if issued by another agency
Date of Issue: Drug Issued date will be displayed here.
External Provider: This field will be enabled only when you selected the
‘Prescribed Externally’ checkbox option. Select an external agency or
provider from the Address Book by clicking on the ellipsis button
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Classification: To associate a Classification to the Medication, Select
the required classification from the drop down list of previously
allocated classifications
Close Control: Medications listed on Pharmac's Stat listing, require this
check box to be ticked when indicating that repeats are necessary.
Ticking will print "CC Initial:" on the prescription, along with a box for the
prescriber’s initials to acknowledge the request
Long Term Medication: To flag the medications as a Long Term
Medication place a tick in the check box. Long Term medications are
medications that will be repeated on a regular basis, and displayed in
Blue within the Patient Medication listing
Medication Status: select the respective Medication Status from the
dropdown list. To add a new medication status, refer to ‘Medication
Status’ section in ‘Medtech Evolution Setup User Guide’.
Confidential: Placing a tick in this check box, will mark the medication
as confidential. Only the user/provider who prescribed the medication
(or a provider with a clinical trust relation with the prescribing provider)
will be able to see the medication. It will be displayed on the Patient's
Medication list as Confidential and other users will be unable to view it.
Generic Substitution Allowed: If you wish to allow generic substitution
for the prescribed medication place a tick in the check box.
Do Not Upload to MMH: This check box is to explicitly determine
whether information is uploaded to ManageMyHealth™ for a Patient.
Setup Note
The new checkbox “Do Not Upload to MMH” will be un-ticked by
default. When the Confidential checkbox is ticked, the “Do Not
Upload to MMH” checkbox will be ticked automatically.
The “Do Not Upload to MMH” checkbox will be shown only if a
Practice is registered for ManageMyHealth™.
Recommended by Specialist - This field indicates that the Patient
medication has been recommended by a Specialist. Enter the name
of the recommending Specialist and the date of the recommendation.
Patient meets Endorsement Criteria - This field will be used to identify
that the patient meets the Endorsement Criteria.
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Specialist - This field will be linked to the Address Book and will be used
to identify the Specialist that has provided the recommendation.
Date Recommended - This field will allow you to select the date that
the Specialist provided the recommendation.
Setup Note
When a patient medication recommended by Specialist option is
selected, then values will be printed onto the Patient Prescription
Previous Drugs: Previously prescribed medications for the same
classification can be selected for reporting.
Interaction Section: Interaction information is displayed automatically if
the medication interacts with previously prescribed medication or a
Patient's medical warning. Critical interactions are displayed in Brown
and are not recommended. Select an interaction warning and click
Details to know the Interaction information:
Drug Interactions
Interaction information is displayed using the following rules:
Prescribed medication interacts with a Long Term
Medication
Medication interacts with a non-Long Term Medication
prescribed within the last three months, the software
checks the treatment period of that medication to see if
the interaction is still valid
Allergy recorded for Generic Group of Prescribed
Medication with the Patient Medications
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Allergy recorded for Drug Class of Prescribed Medication
with the Patient Medications
A RX Warning note allergy recorded with the Patient
Medications (only when prescribing new medication)
The format of the Interaction Warning Text in some
circumstances has been altered:
Generic Group Allergy warnings will now be displayed as per
the below:
<drug name> ! <allergen name> (<substance class name>)
Drug Class Allergy warnings will now be displayed as per the
below:
<drug> (<substance class name>)
Cross Sensitivity warnings for Generic Groups will now be
displayed as per the below:
<generic name> (<substance class name>) X <allergen name>
(<substance class name>)
Cross Sensitivity warnings for Drug Classes will now be displayed
as per the below:
<drug> (<substance class name>) X <substance class name>
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Number of Interaction Warnings
The Interaction Warning section of the New/View Patient
Medication screen will now provide users with the ability to see
up to 8 Interaction Warnings at a time without scrolling the list.
The Interaction Warning section will now show by default three
lines or less, and once the list of interaction warnings is greater
than three the screen section will dynamically expand.
Once the list shows 8 interaction warnings, the user will be
required to scroll to see the remainder of the warnings.
The Interaction Warning section of the screen will also identify to
the user how many interactions there are for patients that need
to be reviewed.
Suppress: Selecting this option will suppress the interaction when
a repeat of the medication is made in the future.
MIMS Section: Click the MIMS icon to bring up the ‘About MIMS’
window to know more about MIMS
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Add to personal - If a provider has medicines that they prefer to
prescribe, they can be setup as Personal Medicines. For example, if a
certain brand of Paracetamol is preferred, this brand will appear first
on the list, with the preferred directions defined.
OK: OK will save the Prescription information and update the
Consultation, Daily Treatment and Patient Medications screens.
Another option will automatically add the medication to the
Consultation screen and will display a new Patient Medication window
Click Cancel to abort and close the New Patient Medication window
Click MIMS button to know the selected Medicine Information
Click Help to view the Screen specific help
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Drug Search
This Feature enables users to search and browse through all the medications.
The Drug Search screen is divided into two tabs, Quick and Advanced tabs.
Navigation Type
Ribbon Select Patient Tab► Clinical Actions ► Medications ►
Browse Medications
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
Quick tab enables you to search for a drug using the drug's name
Advanced tab enables you to Search by the Therapeutic Class or
Search by the Generic Group. (This section is explained in detail under advance search section)
Drug Name: Enter Drug Name in the field
Search: Click on the Search button, and you'll see a list of relevant
drugs based on the search criteria.
Therapeutic Options: Enter text in the Therapeutic Options field and
press ‘enter’ or clicks on the ellipsis ( ) –to display the results. On
selecting the relevant Therapeutic Option the Drug Search screen will
display only drugs relevant to the selected Therapeutic Option.
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Personal Medicines: Provider can add prescribed medication to
personal medicines list.
Add prescribed medication to personal medicines list.
Tick this option to prescribe the drug
If a provider has medicines that they prefer to prescribe, they
can be setup as Personal Medicines
Presentation of Drug
Key field enables the user to link a variety of medications to the
same keyword
PML Column: This column can contain a tick, a dot or be blank.
A Tick denotes that this drug is preferred in its therapeutic group.
(Setup/Clinical/Drug…). A Dot denotes that there are drugs
within its therapeutic group that are preferred and it isn’t one of
them. Blank indicates that this drug has no preferred status.
PML Button: This button on the Drug Search Screen is only visible
if the highlighted drug has a preferred status, i.e. the PML
column is not blank. Clicking on this button will display only
preferred medicines within the selection list, the ‘Advanced’ tab
filter will automatically set the appropriate ‘Therapeutic Group’
and tick the ‘Preferred Medicines Only’ checkbox
When Personal drugs are listed there is a checkbox displayed to
the left of the medications. To prescribe more than one personal
drug within the displayed listing, place a tick next to the
required medications then use the Prescribe option
Brand/Generic: Search for a drug by brand or generic name
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SA Drug: When ‘SA’ is selected, only drugs that have been flagged as
Special Authority medications will be displayed in the Drug Search
screen for selection.
Sub: when ‘Sub’ is selected, only drugs that are flagged as subsidised
will be displayed in the Drug Search screen for selection.
Exclude Unsafe in Pregnancy: When Exclude Unsafe in Pregnancy is
selected, the drugs that are deemed as unsafe in pregnancy will be
excluded from the display in the Search screen
Exclude Banned in Sport: When ‘Exclude Banned in Sport’ is selected,
the drugs that are deemed as banned in sport will be excluded from
the display in the Search screen
Include Inactive: To include inactive entries place a tick in the Include
Inactive check box.
Brand/Generic: Drugs within the Brand/Generic section is highlighted
Form: Dosage form of the drug
Brand: Brand Name of the drug
Subsidy: The Drug Search screen strength grid has been updated to
show new colours to define whether a drug is fully subsidised, Partially
Funded or Not Funded at all. Drugs displayed in Green are fully
subsidised whereas drugs partially funded are displayed in Blue and
drugs displayed as Blank have no subsidy
Strength: Drug strength is displayed
Price: Price of the Drug
PML Column: This column can contain a tick, a dot or be blank. A Tick
denotes that this drug is preferred in its therapeutic group.
(Setup/Clinical/Drug…). A dot denotes that there are drugs within its
therapeutic group that are preferred and it isn’t one of them. Blank
indicates that this drug has no preferred status
Prescribe the selected personal medicine.
If a personal drug is selected, the prescribe button is enabled and the
generic button disabled
Click OK button to select the highlighted drug from the list
If a MIMS drug is selected, then the prescribed button is disabled and
generic/brand button is enabled
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To add a new drug
MIMS Medicine information
To abort the operation and exit the screen
Displays help information for the section
Search for a Drug by Name
Type the first few letters of the drug in the Drug Name
field;
Press the Enter key or Click on Search button to perform
the Search which will display the available options.
Setup Note
Medtech Evolution will automatically display the drug
listing in the following order, Personal followed by
Generic/Brand name. That is if personal drugs are set
up within the top icon. Go to Options/Clinical/Personal
Medicines these options will appear first when
prescribing a medicine. The associated ‘key’ of the
personal medicine is displayed in the section listing.
Generic/Brand options are listed if there is not a
personal option.
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SA Drug
When ‘SA’ is selected, only drugs that have been flagged as Special
Authority medications will be displayed in the Drug Search screen for
selection
Subsidised Drugs Only
When ‘Sub’ is selected, only drugs that have been flagged as
Subsidised will be displayed in the Drug Search screen for selection
The Sub tick box will remember the user setting. Once ticked, it will
remain ticked until the user selects to un-tick it. Once un-ticked, it will
remain un-ticked until the user selects to tick it.
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Exclude Unsafe in Pregnancy
When ‘Exclude Unsafe in Pregnancy’ is selected, the drugs that are
deemed as unsafe in pregnancy will be excluded from the display in
the Search screen
Setup Note
Clicking on the icon next to the Exclude Unsafe in Pregnancy
option will open the More Information screen. This screen will provide
you with details on each of the Pregnancy Categories, and provide
details on the rules for the exclusions.
Exclude Banned in Sport
When ‘Exclude Banned in Sport’ is selected, the drugs that are
deemed as banned in sport will be excluded from the display in the
Search screen.
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Setup Note
Clicking on the icon next to the Exclude Banned in Sport’ option
will open the More Information screen. This screen will provide you
with details on each of the Sport Categories, and provide details on
the rules for the exclusions.
Additional Quick Search Options
Quick tab in the Drug Search screen includes the ability to search using
“Therapeutic Options”. When the user enters text in the Therapeutic
Options field and presses ‘enter’ or clicks on the ellipsis ( ) - the
Therapeutic Options Screen will display the results.
On selecting the relevant Therapeutic Option the Drug Search screen will
display only drugs relevant to the selected Therapeutic Option
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The Therapeutic Options of a drug can also be accessed by right
clicking on the drug and selecting the “Action Group” option.
Setup Note
Once the user chooses the Action Group, the search screen will be
refreshed and the selected action group will be displayed in the
“Therapeutic Options” field. The user can then select the Search
button and any drugs with the selected Action Group will be
displayed.
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Setup Note
The therapeutic options functionality is also available in the
advanced tab of the Drug Search Screen
Additional Advanced Search Options
The following features are available in the advanced tab, in the Drug Search
screen:
This section will cover the following areas
Search for A Drug by Therapeutic Group Search for A Drug by Generic Group
Search for a Drug by Therapeutic Group
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Select the Advanced tab by clicking on it with the mouse or by holding
down the Ctrl key and pressing the Tab key. Type in the first few letters
of the therapeutic group you wish to display the drugs for. Select the
Search option by pressing the Enter key
The Find Therapeutic Group screen will be displayed listing the groups
that match the search criteria.
Highlight the required therapeutic group from the listing and press the
Enter key to select. The selected therapeutic group will be displayed in
the Therapeutic Group field of the Drug Search screen.
To display the drugs that are within this group select the Search option
by pressing the Enter key. Drug information will be displayed on the
screen allowing you to highlight the drug you require.
OK will select the drug. Information associated with the drug is
automatically displayed.
Generic: The generic option will select the drug and display the
generic name on the screen. For instance if you have Augmentin
displayed, selecting the generic option will display Amoxycillin
Clavulanate.
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Search for a Drug by Generic Group
Select the Advanced tab by clicking on it with the mouse or by holding
down the Ctrl key and pressing the Tab key. Type in the first few letters
of the generic group you wish to display the drugs for. Select the
Search option by pressing the Enter key
The Find Generic Group screen will be displayed listing the groups that
match the search criteria
Highlight the required generic group from the listing and press the Enter
key to select. The selected generic group will be displayed in the
Generic Group field of the Drug Search screen
To display the drugs that are within this group select the Search option
by pressing the Enter key. Drug information will be displayed on the
screen allowing you to highlight the drug you require
OK will select the drug. Information associated with the drug is
automatically displayed
Generic: The generic option will select the drug and display the
generic name on the screen. For instance if you have Augmentin
displayed, selecting the generic option will display Amoxycillin
Clavulanate
20.10.1 Generic Synonyms
When the user performs a search in the advanced tab in the
drug search window under the “Generic Group”, the search will
now include any item containing a generic component that is a
synonym for items that match the search criteria.
Example
Co-trimoxazole is a synonym for Sulfamethoxazole/Trimethoprim.
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The approved generic is Sulfamethoxazole and this will be
displayed when selected.
When the user selects the drug and clicks on the Search button
all the drugs that match the “approved generic” will be
displayed.
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Patient Medications
The Patient Medications section summarizes information related to prescriptions, in
the Patient Medication screen. It is possible to add, modify, Inactivate or Filter a
Patient's Medications using the Patient Medication function.
The Patient Medications Chapter will explain the following actions Add New Medication
View / Modify or Inactivate Medication
Filter Medication List
Mark Existing Medications as Long Term / Not Long Term
Tick all Long Term Medications only
Repeat Medications
Add Patient Medication Card
Add New Medication
Setup Note
Please Refer to Prescription section for Add New Medication Section
View / Modify or Inactivate a Medication
Use the Open / Modify or Inactivate options to View, Modify, or Inactivate
Patient medications.
Pre-Requisites
Ensure a patient is on the palette.
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Navigation Type
Ribbon Select Patient Tab► Clinical Actions ► Medications
then select Patient Medications tab ► Edit group ► Open
Keyboard
Shortcut CTRL + O
Double-Click Double click to open the selected record
Context Menu
(Right-Click) Not Applicable
Place a tick in Rep checkbox to select the medication
Date of Prescription for the patient medication
Prescribed drug name
Special Authority No to provide access to subsidy
Drug Quantity
Directions for Prescribed medication
Drug Amount
Patient Classification associated with the medication
Medication status for the prescribed Medicine
Provider Name
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Highlight the medication to be viewed, modified or inactivated
View and /or make the necessary modifications. If the item is to be
inactivated, select the Inactive tick box
Click Ok to save any changes made
Filter Medication List
Use Filter Medication List to filter records using search criteria (Long Term only,
Most Recent only, Show all)
Navigation Type
Ribbon Select Patient Tab► Clinical Actions ► Medications
then select Patient Medications tab ► Filter group ► Filter
Keyboard
Shortcut Ctrl + F
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Select to show Long Term Medications Only
Select to show most recently prescribed medications only
Select to show all prescribed medications
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Show Medications only for the selected Therapeutic Group
Show Medications only for the selected Interaction class
List Medications with this classification only
List Medications with this drug only
Setup Note
If a specific drug is to be filtered for, type a few letters of the name
into the Drug field and press Tab. Select the drug required from the
Brand/Generic and Strength sections and click OK.
Show Medications for the selected medication status
If inactive medications are to be included, select Include Inactive tick
box
Click OK to save screen Filter screen changes and exit window
Setup Note
Patient Medication list will be filtered based on the chosen search
criteria. Choose default option in filter screen to make the
selected search criteria as default filter for Patient medications list.
Click Cancel to abort and close filter window
View Help on this window
Setup Note
Medications can also be filtered by highlighting a medication from
the list is to be filtered for, right click the mouse and select This
Medication Only. Any other listings of the same medication will be
displayed.
Mark Existing Medications as Long Term / Not Long Term
Use Mark Existing Medications as Long Term / Not Long Term to record an
existing medication as being Long term or Not long Term
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Pre-Requisite
Highlight the medication to be marked as Long Term/Not Long Term from the
list
Navigation Type
Ribbon Select Patient Medications tab ► Long Term / Not Long
Term
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click)
In the right-click popup menu, select Long Term / Not
Long Term
Select the required medication
Click on the Mark Medication as Long Term/Not Long Term
Tick all Long Term Medications only
Use Tick all Long Term Medications only to select all long term
medications for script printing purposes – especially for patients on
multiple medications.
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Navigation Type
Ribbon Select Patient Medications tab ► Long Term / Not
Long Term
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Click on Tick all Long term medications only to view existing
medications with long term status
Repeat Medications
Use Repeat Medications option to repeat the selected medication.
Pre-Requisites To repeat a medication it is necessary to place a tick in the Rep column of
the required medication within the Patient Medications screen
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Navigation Type
Ribbon Select Patient Medications tab ► Do Repeats or click on
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Select the medications to be repeated by clicking the mouse in the
tick box to the left of the required medications.
Click Do Repeats to Repeat selected medications icon.
Setup Note
Interaction information is displayed automatically if the medication
interacts with a previously prescribed medication or a Patient's
medical warning.
The repeated medications will be automatically displayed in the
Consultation window for printing.
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Patient Medication Card
The Patient Medication Cards module enables providers to supply the patient
with printed instructions relating to how and when medications should be
taken or used along with any Special Instructions and the Purpose of the
Medication.
Pre-Requisites
Ensure the required patient is on the palette.
Navigation Type
Ribbon Select Patient Medications tab ► Patient Medication
card or click on
Keyboard
Shortcut Not Applicable
Double-Click Yes
Context Menu
(Right-Click) Not Applicable
Add Patient Medication Card
Use Patient Medication Card option to add medication card
Select Patient Medication Card template from the ‘Document’
drop down list
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The ‘Prescribed within the last’ filter is blank by default however
a specific time period can be entered to limit the display. Click
on the drop down list to alter the period and filter the
medications list
Select the service provider from the drop down list
Place a tick to the medications you would like to include in the
Medication Card
Date of Prescription for the patient medication
Patient Medication will display previously entered manual
information on dosage, special instructions and purpose
The ‘Directions’ field will display the associated directions for
each medication
Wake Enter the relevant dosage for the patient
Break - Enter the relevant dosage for the patient
Lunch - Enter the relevant dosage for the patient
Tea- Enter the relevant dosage for the patient
Night- Enter the relevant dosage for the patient
Enter any instructions you would like the patient to be aware of,
into the ‘Special Instructions’ field next to the appropriate
medication
Use the ‘Purpose for Prescription’ field to record the reasons why
the patient may be on the specific medication
‘Deselect All’ use this button to un-tick all medications.
Users can select the ‘Select All’ button to place a tick next to
each medication
Medications can be ordered ‘Up’ in the list by highlighting the
relevant medication and using UP button to move them into the
desired place within the list.
Medications can be moved ‘Down’ in the list by highlighting the
relevant medication and using the Down button to move them
into the desired place within the list
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When you have completed the information required for the
Medication Card click on the ‘Print’ button to print the
medication card
Click OK button to save the medication card to the Daily
Record and the Patient Outbox
Click Cancel to abort and close Patient Medication card window
Click Help to view Screen Specific Help
Print Patient Medication
Use the Print Patient Medication option to print the prescribed
Medication(s) for the active patient on the palette.
Pre-Requisite
Ensure the patient is on the palette.
Navigation Type
Ribbon Select Patient ► Medication ► Patient Medications tab ►
Print group ► Print Patient Medication
Keyboard
Shortcut In the Patient Medication screen, press Ctrl + P
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
The selected Medication(s) detail will be sent into the desired printer.
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CBIT – Clinical Business Intelligence Tool
An Overview
The Clinical and Business Intelligence Tool feature (CBIT) provides pre-defined
reports with filters that enable PHOs and Practices to set and meet their patient and practice objectives. Reports are logically grouped and the
pertinent details are displayed in a single screen. This feature identifies and analyses the clinical data captured in the healthcare settings to assist in decision-making. This is a powerful and unique
feature that positively impacts patient care delivery, health outcomes, and business operations.
CBIT solutions extract data from Healthcare systems into a centralized repository or a federated database for the purpose of analysis. Combining
business intelligence and clinical intelligence, the feature provides a historical and predictive view of the clinical care system to enable making better
business decisions and improve patient care delivery.
To use CBIT, you will need to perform the following functions:
1. Setup CBIT: The first step is to setup CBIT in your system.
2. View Reports: Once you register CBIT, the next step is to view reports.
Step 1- How to setup CBIT
1. Launch Evolution and select View License Details in the Help Ribbon.
2. Select CBIT and enter the corresponding Registration Key.
3. Click the close button and once this is complete, you can make full use of
the features offered by CBIT.
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4. You can access CBIT by clicking on the CBIT tab in the Evolution main
ribbon.
5. The CBIT ribbon primarily has 4 main sections:
Icons Description
Provides a summary view of the following reports:
Appointment Summary
Financial Summary
Service Group Analysis
Appointment DNA Summary
Pre-defined
Reports
Medtech Evolution is available with the list of pre-defined reports where you can view the CBIT reports:
Patient
o Registration Management
Chronic Care
o Asthma
o Arthritis
o Diabetes
o CVD
Preventive Care
o Immunisation
o Vaccination
o Screening
o Medication
PHO
o PHO Performance Management
o Funded Programs
Enables integration with HealthStat to compare data with national
average
CBIT reports can be customized according to the practice business needs and requirements. Refer Chapter to know about Report
Customization. If you require assistance to customize CBIT reports with custom-defined queries then contact Medtech Support at
[0800 2 (633 832)] or support@medtechglobal.com.
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Pre-defined Reports
With CBIT practices can generate various analytical reports that help them to maximize their practice efficiency and improve patient quality care. These
reports are predefined and embedded within the tool. You can customize them according to your needs. The reports and dashboards provided in the
tool are very insightful reports that enable practices to have a real time practice health status at your fingertips for a range of chronic diseases or
services including cervical smears, diabetes, BMI, and immunizations. Some of the key reports provided in this section include:
Patients whose capitation based funding is about to expire in the next funding quarter
Patients whose important data is missing from their electronic medical record (Example: Gender, DOB, NHI etc.) Let’s take an example of this
scenario:
Registration Management
Your practice- Front Desk personnel may want to analyse and find out patient records with missing ethnicity code details. For this requirement,
practices can use the inbuilt predefined report embedded within the product. The steps to view this report include:
Click on the CBIT ribbon.
Registration Tab: The CBIT window will launch the Registration
Management tab displaying the various pre-defined reports.
o View the list of the reports in the left pane of the Registration
Management tab. Click on every predefined list to view the
reports.
o To view the missing ethnicity records, double click the pre-
defined report titled “Patient with no ethnicity code
anywhere”: As you click this option, the right pane
automatically shows the dashboard and the bottom pane
shows the list of patients with no ethnicity details.
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Asthma
Your practice- Front Desk personnel may want to analyse and find out patient
records with chronic care ailments like Asthma details. For this requirement, practices can use the inbuilt predefined report embedded within the
product. The steps to view this report include:
Click on the CBIT ribbon.
Asthma Tab: The CBIT window will launch the Asthma tab displaying
the various pre-defined reports.
o View the list of the reports in the left pane of the tab. Click
on every predefined list to view the reports.
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The other reports that are represented in this tab include:
Report Name Purpose
3 or more inhalers in the last 6 months and
no LABA prescribed
This report will publish a list of all Registered patients who have had three prescriptions of
Fluticasone, Budesonide, Beclomethasone, Eformoterol in the last 6 months and no
prescription for combination inhaler.
More than one inhaler in the last 6 months
and no asthma READ coded
This report will publish a list of all Registered patients who have been prescribed more than
one of the medications containing following generic names in the last 6 months: fluticasone,
budesonide, beclomethason, salmeterol, eformoterol in inhaled form and no Asthma READ code in Classifications.
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Arthritis
Click on the CBIT ribbon. The CBIT window will launch the Arthritis tab displaying the various pre-defined reports. Click on every predefined list to view the reports.
The reports that are represented in this tab include:
Report Name Purpose
Patients with gout and
no Uric acid measures ever
This report will publish a list of all Registered
patients who have Classifications containing any of the C34 READ codes and have been
prescribed medications with generic name containing either colchicine or allopurionol in the last 2 years and have received no Inbox
Document with title containing words uric acid.
Patients with gout and no Uric acid measures in
the last 6 months
This report will publish a list of all Registered patients who have Classifications containing any
of the C34 READ codes and have been prescribed medications with generic name
containing either colchicine or allopurionol in the last 2 years and no Inbox Document received
with title containing words URIC ACID received in the last 6 months.
Patients with gout and last Uric acid 0.43 within
6 months
This report will publish a list of all Registered patients who have classifications containing any
of the C34 READ codes and have been prescribed medications with generic name
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containing either colchicine or allopurionol in the last 2 years and an Inbox Document received within the last 6 months containing words URIC
ACID and value of HH received.
Patients with gout and last Uric acid 0.35 - 0.43
(exclusive) within 6 months
This report will publish a list of all Registered patients who have Classifications containing any
of the C34 READ codes and have been prescribed medications with generic name
containing either colchicine or allopurionol in the last 2 years and received Inbox Document in the
last 6 months with title containing words URIC ACID and value H.
Diabetes
Click on the CBIT ribbon.
The CBIT window will launch the Diabetes tab displaying the various pre-defined reports. Click on every predefined list to view the reports.
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The reports that are represented in this tab include:
Report Name Purpose
History of diabetes with no BP recorded in the last 12 months
This report will publish a list of all Registered patients with no Blood
Pressure measurements recorded in the last 12 months and Patient
Classifications that contain one of the C10 group READ codes excluding those
with C10A and C10B records as well as duplicate, confidential and inactive
records.
History of diabetes, BP>130/80
not on BP lowering medication
This report will publish a list of all
Registered patients with a blood pressure measurement record in
Screening containing a Blood Pressure recording with a result higher than
130/90 made in the last year and one of the READ codes related to C10 group
(Diabetes). Also, no prescription for any BP lowering medicine
History of diabetes, prescribed BP lowering medication, last BP
more than 130
This report will publish a list of all Registered patients who Have one of
the READ codes related to C10 group recorded in Classifications and have
had a prescription of any BP lowering medicine. Also, a screening containing
BP with results higher than 130/90 recorded 30 days post prescription
History of diabetes, prescribed
BP lowering medication, last BP more than 130/80 no follow up BP levels measured in the last 6
months
This report will publish a list of all
Registered patients who have one of the READ codes related to C10 group (Diabetes) recorded in Classifications
excluding inactive and duplicate records and patients with C10A and
C10B group READ codes. Also excludes confidential records. Also of patients
who have had a prescription of any BP lowering medicine and last BP
measurement was 30 or more days after the last prescription.
History of diabetes with no lipids recorded in the last 12
months
This report will publish a list of all Registered patients who have one of
the READ codes from the C10 group (Diabetes) recorded in Classifications
excluding inactive, confidential and duplicate records and patients with
C10A and C10B group READ codes and NO inbox document containing LDL
received in the last 12 months.
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History of diabetes, LDL more than 2.0 mmol/L not on lipid lowering medication
This report will publish a list of all Registered patients who have classifications containing a READ code
for Diabetes from C10 Code group (excluding C10A and C10B group
codes) and no prescription for any lipid lowering medications and an inbox
document received in the last 6 months containing a LDL and result being equal
to or more than 2.0 mmol/ml- 356/2
History of diabetes, prescribed lipid lowering medication, last LDL more than 2.0 mmol/L no
follow up lipid levels measured in the last 6 months
This report will publish a list of all Registered patients who have classifications contain a READ code for
Diabetes from C10 Code group (excluding C10A and C10B group
codes) and have been prescribed any lipid lowering medication and have
received an Inbox document containing LDL with result above 2.0
mmol/ml received before prescription within last 9 months and more than 30
days following the prescription with the previous LDL inbox document received
before 6 months.
History of diabetes prescribed
lipid lowering medication follow up LDL more than 2.0
This report will publish a list of all
Registered patients who have one of the READ codes from the C10 group
(Diabetes) in Classifications recorded excluding inactive, confidential and
duplicate records and patients with C10A and C10B group READ codes.
And have been prescribed one or more lipid lowering medications between 6
and 9 months ago and have an Inbox Document containing LDL received
more than 30 days following the prescription with results being equal to or above 2.0 mmol/ml. Patients have
also not had any prescription for lipid lowering medications following the
latest result for LDL.
Patients with diabetes, with HbAlc not measured in the last
6 months
This report will publish a list of all Registered patients who have
classifications containing READ code for Diabetes (C10 group), excluding C10A
and C10B codes and no Inbox Document containing HbA1C readings in the last 6 months excluding
confidential, inactive and duplicate records.
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History of diabetes with HbA1C 7-8
This report will publish a list of all Registered patients who have classifications contain READ code for
Diabetes (C10 group), excluding C10A and C10B codes and latest Inbox
Document containing HbA1C contained results between 7 and 7.9 or
53.0 and 64.9 excluding confidential, inactive and duplicate records
History of diabetes with
HbA1C8-9
This report will publish a list of all
Registered patients who have classifications containing READ code for Diabetes (C10 group), excluding C10A
and C10B codes and the last Inbox Document containing HbA1C
contained results between 8 and 8.9 or 65.0 and 74.9 excluding confidential,
inactive and duplicate records.
History of diabetes with HbA1C more than 9
This report will publish a list of all Registered patients who have
classifications containing READ code for Diabetes (C10 group), excluding C10A and C10B codes and last Inbox
Document containing HbA1C contained results above 75.0 or
between 9.0 and 20.0 excluding confidential, inactive and duplicate
records.
Patients with diabetes not prescribed Aspirin
This report will publish a list of all Registered patients who have
classifications containing READ code for Diabetes (C10 group), excluding C10A
and C10B codes and no Prescription for any medication with generic name including ASPIRIN in last 10 years
HBA1C getting worse This report will publish a list of all
Registered patients whose latest Inbox Document containing HbA1C contains
values higher than 53 and higher than all previous HbA1C - containing
documents received in the last 2 years. The Previous 2 or more documents,
before the most recent one must contain HbA1C values each higher than the one before; ie the patients diabetic
control is showing deterioration over recent time
Diabetes with LDL getting
worse
This report will publish a list of all
Registered patients whose latest Inbox Document containing LDL contains
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values higher than all previous LDL - containing documents received in the last 2 years. Previous 2 or more
documents, before the most recent one contain LDL values each higher than
the one before; ie the patient’s lipid control is showing deterioration.
Diabetes patients with
worsening BMI
This report will publish a list of all
Registered patients with classifications containing any READ code for Diabetes
from the C10 READ code group - excluding C10A and C10B code groups. The Screening contains a code BMI
entered more than 30 days ago and within the last 2 years. 2 or more
documents, before the most recent one each contain values higher than the
one before; i.e. the patient’s lipid control is showing deterioration.
IGT not followed up in the last
12 months
Patients with impaired fasting glucose of
6.1-6.9 mmol/l or HbA1c of 41-49 mmol/Ll, or READ code 102, who have not had a follow up lab result for fasting
glucose or HbA1c in the last 12 months.
CVD
Click on the CBIT ribbon.
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The CBIT window will launch the CVD tab displaying the various pre-defined
reports. View the list of the reports in the left pane of the tab. Click on every predefined list to view the reports.
Report Name Purpose
History of a CVD event with no
BP recorded in the last 12 months
This report will publish a list of all
Registered patients with classifications including one or more READ Codes for
CVD and no Blood Pressure measurement under SCREENING Code 'BP', in the last 12
months from today
History of a CVD event, BP>130/80 not on BP lowering medication
This report will publish a list of all Registered patients with classifications include one or more READ Codes for
CVD and screening containing any of the following Screening Codes 'BP', 'XR' in the
last 12 months from today with related value being higher than 130/90. Also, no
medication to lower BP should have been prescribed.
History of a CVD event,
prescribed BP lowering
This report will publish a list of all
Registered patients with classifications
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medication - no follow up GP levels measured in the last 6 months
include one or more READ Codes for CVD and screening containing Screening Codes 'BP','XPB' or 'XR' in the last 12
months with related value being higher than 130/90. They should also have any
BP lowering medication prescribed and should have no screening entry for blood
pressure in the last 6 months
History of a CVD event prescribed bp lowering
medication follow up bp more than 130/80
This report will publish a list of all Registered patients with classifications
include one or more READ Codes for CVD and have BP lowering medications prescribed within the last 6 months. Also,
should have had Blood Pressure measurement in last 6 months under
screening Code 'BP', 'ZBP' ‘XR’ with last BP > 130/90
History of a CVD event with no
lipids recorded in the last 12 months
This report will publish a list of all
Registered patients with classifications include one or more READ Codes for
CVD with no Inbox Document received in the last 12 months containing 'LDL' or 'TRIGLY'
History of a CVD event,
LDLmorethan2.O mmol/L not on lipid lowering medication
This report will publish a list of all
Registered patients with classifications include one or more READ Codes for
CVD and received Inbox Document containing 'LDL' or 'TRIGLY' in the last 12
months containing a value >2.5 mmol/l. Also, no Prescription for any lipid lowering
medications in the last 6 months
History of a CVD event,
prescribed lipid lowering medication no follow up lipid
levels measured in the last 6 months
This report will publish a list of all
Registered patients with classifications include one or more READ Codes for
CVD and received Inbox Document containing 'LDL' or 'TRIGLY' in the last 12
months containing a value >2.5 mmol/l. There should also be a Prescription for
any lipid lowering medicines in the last 6 months and no Inbox Document
containing 'LDL' or 'TRIGLY' in the last 6 months
History of a CVD event prescribed lipid lowering
medication, follow up LDL more than 2.0
This report will publish a list of all Registered patients with classifications
include one or more READ Codes for CVD and a prescription for any lipid
lowering medication in the last 6 months and Latest Inbox Document containing
'LDL' or 'TRIGLY' in the last 6 months containing a value >2.5 mmol/l
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History of a myocardial infarct not prescribed aspirin in the last 4 months
This report will publish a list of all Registered patients with READ Code for Ischaemic Heart Disease (G3.. code
group) - Angina and or Myocardial Infarct (MI) and no prescription for
medications with generic name containing ASPIRIN or CLOPIDOGREL in
the last 4 months
History of a myocardial infarct not prescribed beta blocker in
the last 6 months
This report will publish a list of all Registered patients with classifications
containing READ Code for Ischaemic Heart Disease (G3.. code group) - Angina and or Myocardial Infarct (MI)
And no prescription for beta blockers in the last 4 months
History of an ischaemic stroke
not prescribed statin in the last 4 months
This report will publish a list of all
Registered patients with classifications containing a READ Code for Ischaemic
Heart Disease (G3.. code group) - Angina and or Myocardial Infarct (MI) and no
Prescription for any of the following: atorvastatin, simvastatin, fluvastatin or pravastatin in the last 4 months
History of a myocardial infarct
not prescribed ACE inhibitor in the last 4 months
This report will publish a list of all
Registered patients with classifications containing READ Code for Ischaemic
Heart Disease (G3.. code group) - Angina and or Myocardial Infarct (MI)
no prescription for any of the following: Captopril, Enalapril, Lisinopril, Perindopril,
Quinapril, Trandolapril, Cilazapril in the last 4 months
History of an ischaemic stroke not prescribed statin in the last 6
months
This report will publish a list of all Registered patients with READ Code for
Ischaemic Cerebrovascular Accident (CVA) or Transient Ischaemic Accident
(TIA): 14A7.00, 14A7.11, 14A7.12, G64.00, G64.11, G64.12, G64.13, G640.00,
G6400.00, G641.00, G641.11, G6410.00, G64z.00, G64z.11, G64z.12, G64z0.00,
G64z2.00, G64z3.00 or G65.12 and no Prescription for any of the following:
Atorvastatin, Simvastatin, Fluvastatin, Pravastatin
Patient prescribed Warfarin in the last 3 months and had no
INR recorded in the last 6 weeks (as of audit run date)
This report will publish a list of all Registered patients with Prescription
recorded with the generic name “WARFARIN" in the last 91 days and no
Inbox Document with the description including "INR" or "COAGULATION"
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"WARFARIN MONITORING", "I.N.R", recorded in the last 42 days and no Screening with the code "INR" recorded in
the last 42 days.
Immunisation
Click on the CBIT ribbon. The CBIT window will launch the Immunisation tab displaying the various pre-defined reports. View the list of the reports in the left pane of the tab. Click on
every predefined list to view the reports.
Report Name Purpose
Hiberix - Due in the next month This report will publish a list of all Registered patients who will be due for
their Hiberix vaccination next month, based on vaccine codes with the
antigen codes within ('HIB'). The calculation for vaccination due date
will be based on the Date of Birth.
Hiberix - Due now (recall) This report will publish a list of all Registered patients who will be due for
their Hiberix vaccination in the next month, based on vaccine codes with the antigen codes within ('HIB')
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Hiberix- Outreach (overdue) This report will publish a list of all Registered patients who are overdue for their Hiberix vaccination next month,
based on vaccine codes with the antigen codes within ('HIB').
Hiberix- Declined immunisation This report will publish a list of all
Registered patients who have a recorded outcome for their Hiberex
vaccination as declined
MMR - Due in the next month
(pre-call)
This report will publish a list of all
Registered patients who will be due for their MMRII vaccination next month
MMR - Due now (recall) This report will publish a list of all
Registered patients who will be due for their MMRII vaccination next month
MMR-Outreach (overdue) This report will publish a list of all Registered patients who are overdue for
their MMRII vaccination
MMR-Declined immunisation This report will publish a list of all Registered patients who have a
recorded outcome for their MMRII vaccination as declined.
Infanrix IPV - Due in the next
month (pre—call)
This report will publish a list of all
Registered patients who will be due for their Infanrix IPV vaccination in next month.
Infanrix IPV - Due now (recall) This report will publish a list of all
Registered patients who are due for their infanrix IPV vaccination in the next
month
Infanrix IPV - Outreach (overdue) This report will publish a list of all Registered patients who are overdue for their infanrix IPV vaccination in the next
month.
Infanrix IPV - Declined immunisation
This report will publish a list of all Registered patients who have a
recorded outcome for their infanrix IPV vaccination of declined.
Infanrix Hexa - Due in the next month (pre-call)
This report will publish a list of all Registered patients who will be due for
their Infanrix-Hexa vaccination in the next month.
Infanrix Hexa - Due now (recall) This report will publish a list of all
Registered patients who are due for their Infanrix-Hexa vaccination in the
next month.
Infanrix Hexa - Outreach
(overdue)
This report will publish a list of all
Registered patients who are overdue for their Infanrix-Hexa vaccination in the
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next month.
Infanrix Hexa - Declined
immunisation
This report will publish a list of all
Registered patients whose outcome for Infanrix Hexa vaccination is recorded as
declined.
Prevenar - Due in the next month (pre-call)
This report will publish a list of all Registered patients who will be due for
their Prevanar vaccination in the next month.
Prevenar - Due now (recall) This report will publish a list of all Registered patients who are due for
their Prevanar vaccination in the next month
Prevenar - Outreach (overdue) This report will publish a list of all
Registered patients who are overdue for their Prevanar vaccination in the next month
Prevenar - Declined immunisation This report will publish a list of all
Registered patients who have an outcome for their Prevenar vaccination
recorded as declined
Vaccination
Click on the CBIT ribbon.
The CBIT window will launch the Vaccination tab displaying the various pre-
defined reports. View the list of the reports in the left pane of the tab. Click on
every predefined list to view the reports.
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Report Name Purpose
Enrolled patients 65 years and over, not given influenza vaccine in 2013
This report will publish a list of all Registered patients with a confirmed Enrolment. Age should be above 64
years and no active immunisations recorded since the beginning of the
current year.
16-64years with chronic conditions and no influenza
vaccination in 2011
This report will publish a list of all Registered patients who have one or
more of the following classifications recorded
1.A788.. TO A78A..(.........) 2.H31..TO H4...(Respiratory) (with long term medication prescribed in the last 3
months) 3.G3..(Ischaemic CVD )
4.792 (CVD arterial) 7A204.00 (CVD arterial)
5.B..(Malignancy / Cancer) 6. C.to C10. (Diabetes)
7.F20 F12.F25.667B...F1321.. 8. Eu803 ( Other : Neurological Disorder
e.g.: MS, Epileptic and have no active vaccination
Record in IMMUNISATIONS since the beginning of this year coded as one of
the following vaccination codes: FLU,
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FL01, FL02 , FL 03, FL04, FL05, FL06 with a corresponding vaccination outcome code of either G, AG, R, GE, GO or RE
(Given) OR Have no active influenza vaccination record since last year with
a vaccination outcome code of DMC, DNI, DPC, DIC, DEC, CIS, CPI, NR
(Declined)
Pregnant women and no influenza vaccination in 2011
This report will publish a list of all Registered patients with a confirmed
enrolment who have Pregnancy recorded in Maternity Forms and due for delivery at a future date.
The Maternity form field for " Reason Completed" should be blank and no
active influenza Vaccine recorded in Immunisations since the beginning of
the current year using one of the following codes: 'FLU', 'FL01', 'FL02',
'FL03', 'FL04', 'FL05', 'FL06') with outcome ( 'G', 'AG', 'R', 'GE', 'GO', 'RE', 'CIS', 'CPI',
(GIVEN) NO active influenza vaccine record with an outcome 'DMC', 'DNI',
'DPC', 'DIC', 'DEC', 'NR' (Declined) since beginning of last year.
9-15 years with chronic conditions and no influenza
vaccination in 2011
This report will publish a list of all Registered patients with a confirmed
enrolment who satisfy following conditions:
6 months - 8 years with chronic conditions and no influenza
vaccination in 2011 Over 15 years old, eligible but
declined influenza vaccination in 2010
6 months to 15 years, eligible but declined influenza vaccination in 2010
Flu vaccination given in 2Oll and no invoice recorded
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Screening
Click on the CBIT ribbon. The CBIT window will launch the Screening tab displaying the various pre-
defined reports. View the list of the reports in the left pane of the tab. Click on
every predefined list to view the reports.
Report Name Purpose
Breast screening inbox document detected, no
mammography screening entity found
This report will publish a list of all Registered patients with a confirmed
enrolment who have an inbox document with Breast Screening record
without a mammography screening entry
CX inbox document detected
and no CX screening entry found
This report will publish a list of all
Registered patients with a confirmed enrolment who have an inbox
document for a Cervical screening but no Cervical screening entry recorded
Eligible for mammography and not on a recall
This report will publish a list of all Registered patients with a confirmed
enrolment who are eligible for mammography but no recall has been
recorded for it
Eligible for CX screening and not This report will publish a list of all
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on a recall Registered patients with a confirmed enrolment who are eligible for Cervical screening but there is no recall
recorded for it
Smoking recorded in screening and not READ coded
This report will publish a list of all Registered patients with a confirmed
enrolment who have Smoking entries recorded in screening but it has not
been added to classification
Smoking mention in daily notes
in the last two years and no smoking status recorded
This report will publish a list of all
Registered patients with a confirmed enrolment who have a mention of
Smoking in Daily Record within the last 2 years but has not been recorded as a
classification
Given a nicotine replacement, Champix or Zyban script in the
last year and no smoking intervention recorded
This report will publish a list of all Registered patients with a confirmed
enrolment who have been given a nicotine replacement in the last year but no smoking intervention has been
recorded
Given a nicotine replacement, Champix or Zyban script in the
last year and no smoking status recorded
This report will publish a list of all Registered patients with a confirmed
enrolment who have been given a nicotine replacement but smoking
status has not been recorded
Possible smoking cessation referral in outbox, and no smoking intervention recorded
This report will publish a list of all Registered patients with a confirmed enrolment who possibly have a smoking
cessation referral in the outbox but no smoking intervention has been
recorded
Diagnosed Diabetes (from lab results) and no READ code
This report will publish a list of all Registered patients with a confirmed
enrolment who have been diagnosed with diabetes but no Classification has
been added for it
Glucose and HBA1C indicates
impaired glucose tolerance and no READ code
This report will publish a list of all
Registered patients with a confirmed enrolment who have an impaired
glucose tolerance but no classification has been recorded for it.
IHD medication ever prescribed
(glycerol trinitrate, isosorbide mononitrate, nicorandil, pehediiline maleate)
This report will publish a list of all
Registered patients with a confirmed enrolment who have been prescribed with IHD medication
HbA1C tested 3 x in the past 24
months
This report will publish a list of all
Registered patients with a confirmed enrolment who have had HbA1C tested
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thrice in the past 24 months
Insulin ever prescribed This report will publish a list of all
Registered patients with a confirmed enrolment who have ever had insulin
prescribed
Other diabetic medication ever prescribed (metformin,
glibenclamide, gliclazide, rosiglitazone maleate, tolbutamide, acabose,
exenatide)
This report will publish a list of all Registered patients with a confirmed
enrolment who have ever had any diabetic medication prescribed
Medication
Click on the CBIT ribbon. The CBIT window will launch the Medication tab displaying the various pre-
defined reports. View the list of the reports in the left pane of the tab. Click on
every predefined list to view the reports.
Report Name Purpose
Patients prescribed 9 or more drugs in the last 6 months
This report will publish a list of all Registered patients with a
confirmed enrolment
PHO Performance Management
In PHO Performance Management, CBIT groups together all those reports that enable Practices to keep track of how they are progressing towards
achieving targets for the PHO Performance Program queries. The reports also lists some of the Patients who may be eligible for a funded
programme (for example: Diabetes Annual Reviews, Care Plus) or if their enrolment in the programme is about to expire (example: High User Health
Card): Scenario 1: Your practice manager may want to analyse PHO
Performance by filtering patient records for children with no immunisation
schedule. The steps to view this report include:
Click .
View the list of the reports in the left pane of the PHO
Performance Management tab. Click on every predefined list to
view the reports:
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Report Name Purpose
Enrolled women aged 45 to 69 years
of age who have not had a mammogram in the last 27 months
This report will publish a list of all
Registered women with a confirmed enrolment who are
between 45 and 69 years of age who have not had a
mammogram in the past 27 months
Women eligible for mammography previously declined
This report will publish a list of all Registered patients with a
confirmed enrolment who are eligible for mammography but
have previously decline it
Women eligible for mammography and coded as non-responder
This report will publish a list of all Registered patients with a
confirmed enrolment who are eligible for mammography but
have been recorded as non-responders
Cervical Smear: enrolled women aged 20-70 years who have not had
a cervical smear in the past 3 years
This report will publish a list of all Registered women with a
confirmed enrolment who are between ages 20 - 70 who have
not had a cervical smear in the past 3 years
Women eligible for CX screening and
previously declined
This report will publish a list of all
Registered patients with a confirmed enrolment who are eligible for cervical smear and
have declined it in the past
Women eligible for CX screening and coded as non-responder
This report will publish a list of all Registered patients with a
confirmed enrolment who are eligible for screening but have
been recorded as non-responders
Eligible and not assessed
Diabetes patients not followed up
with annual review (Get-checked)
This report will publish a list of all
Registered patients with a confirmed enrolment who are part
of the Diab Get-checked program but have not followed up with the
annual review
Enrolled patients with no smoking
status recorded from classifications/READ code and/or
screening
This report will publish a list of all
Registered patients with a confirmed enrolment with no
Smoking status recorded from classifications and/or screening
Patients who have or have had a
current smoker status within the last
This report will publish a list of all
Registered patients with a
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15 month Period (includes patients who had a change in status to none)
confirmed enrolment who have a Smoking status recorded within the past 15 months
Up to 2 years old with childhood
vaccinations overdue
This report will publish a list of all
Registered patients up to 2 years of age who have overdue
childhood vaccinations
Up to 8 months old with childhood vaccinations overdue
This report will publish a list of all Registered patients up to 8 months old who have overdue childhood
vaccinations
Child under6 years old with no immunisation schedule assigned
(MT32 only)
HPV immunisation; sponsored Recall eligible group 1
MENZC due not given (Northland practices only)
NlR message failed after 4 submission
trials in the last year
This report will publish a list of all
Registered patients with a confirmed enrolment whose NIR
messages failed even after 4 submission trials within the last 1
year
Patients having their CVD risk
recorded as >= 15% in the 5 years
This report will publish a list of all
Registered patients with a confirmed enrolment who have
had their CVD risk recorded as greater than or equal to 15% within
the past 5 years
Heart failure ever recorded This report will publish a list of all Registered patients with a confirmed enrolment who have
ever had a heart failure recorded
Ischaemic CVD event ever recorded
Diabetes patients who have had a positive micro albuminuria test and
are on ACEinhibitor or A2 receptor agonist at last annual check
Diabetes patients recorded as having a micro albuminuria test in the last 18
months
This report will publish a list of all Registered patients with a
confirmed enrolment with diabetes who have had a micro
albuminuria test done within the last 18 months
Myocardial infarction ever recorded This report will publish a list of all Registered patients with a
confirmed enrolment who have ever had a myocardial infraction
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recorded
Stroke ever recorded This report will publish a list of all
Registered patients with a confirmed enrolment who have
ever had a stroke recorded
CVD risk recorded in the last 5 years This report will publish a list of all Registered patients with a
confirmed enrolment who have had a CVD risk recorded in the past 5 years
Diabetes patients with HbA1C 8 or
below at last annual check (if part of Diabetes Get Checked) or in the Iast
year (if not part of the DiabetesGetChecked)
This report will publish a list of all
Registered patients with a confirmed enrolment who are
diabetic with a HbA1C reading below 8 in the last check if they
are part of the Diab Get-Checked program or in the last year if not
part of the plan
Current smoker status recorded This report will publish a list of all
Registered patients with a confirmed enrolment who have
Current Smoker status recorded
Diabetes recorded in the past year (Get Checked)
This report will publish a list of all Registered patients with a
confirmed enrolment who are part of the Diab Get-Checked
program and have diabetes recorded in the past year
Diabetes ever recorded This report will publish a list of all Registered patients with a
confirmed enrolment who have ever had diabetes recorded
PHO Funded Programs
Your practice manager may want to filter the list of all diabetes patients and enrol them for the diabetes Get Checked programme. The steps to view this
report include:
Click .
View the list of the reports in the left pane of the PHO Funded
Programs tab. Click on every predefined list to view the reports:
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Report Name Purpose
High (potential) user health card
eligible and not enrolled (indicative only, clinical review of 12 visit reason
required)
This report will publish a list of all
Registered patients who are eligible for user health card but
not enrolled
CarePlus eligible and not enrolled two or more chronic diseases
(criteria 1)
This report will publish a list of all Registered patients with two or
more chronic diseases who are eligible for CarePlus but are not enrolled
CarePlus enrolment will expire in 60
days, no CarePlus assessment done in the last 3 months
This report will publish a list of all
Registered patients whose CarePlus enrolment will expire
within the next 60 days and no CarePlus assessments have been
done in the past 3 months
Diabetes patients not on diabetes
Get-Checked program
This report will publish a list of all
Registered patients who have diabetes but are not part of the
Diabetes Get-Checked program
Diabetes Get-Checked programme overdue for more than 3 months
This report will publish a list of all Registered patients with diabetes
who have been overdue for more than 3 months
4-4.5 years old without a before school check (currently for
Wanganui and Hawkes Bay)
All Diabetes patients (for bulk contact)
This report will publish a list of all Registered patients with a
confirmed enrolment who have diabetes
Nurse led clinics: high needs patients (Maori, PI or quintile 5 with
more than 2 procedures for recall (criteria is Hawkes bay PHO
initiated)
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Report Customization
The toolbar in Setup window displays the following icons:
Icon Description
Create a new report. This is disabled in the recent application.
Edits an existing report.
Filter the report according the category selected.
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Queue
The Queue is designed for Accident and Emergency and After Hours Practices or
Practices that have a walk-in system without an appointment. The Queue will log
patients as they arrive at the clinic, and an appointment can be generated for the
current time. Future appointments can also be made, if required.
The Queue section covers the following sections:
Queue
Patient Queue
In Consultation Status
Medtech Evolution has the facility to have four Queues [Queue 1, (2) (3) and (4)]
and all works in the same way. The Queue will automatically refresh every two
minutes. If Queue 1 is selected, the respective Queue 1 tab is activated on the
ribbon. Similarly, it varies, if other queues are selected.
Setup Note
To define the queue names, go to File menu ► Options ► Location ► Location
Settings. Display either Add Location or View Location and click the Queue tab.
Assign the desired name in the Queue 1, Queue 2, Queue 3 and Queue 4 fields.
The Queue section lists out the following actions:
Open Queue
New Queue Appointment
Open Existing Queue Appointment
Cancel an Appointment
Undo Cancelled Appointment
Reset Queue Appointment
Arrive Patient
In Consultation
Print Slip
Make Active Patient on Palette
Make Appointment for Active Patient
Make Temporary Appointment
Print Slip on Arrival
On Duty Providers
Auto Minimise
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Filter
Default Filter
Print Queue
Visible Columns
Refresh
Setup Note
On the Queue1/Queue2/Queue3/Queue4 tab, the current Date, Location and
number of patients in the list Count is also displayed.
Open Queue
Use to open the queue. The Queue window will display the appointments for the current date only.
Navigation Type
Ribbon Select Home tab ► Queue ►
Queue1/Queue2/Queue3/Queue4
Keyboard
Shortcut Shift + F4
Double-
Click Not Applicable
Context
Menu
(Right-Click)
Not Applicable
When an appointment is made, the time is automatically displayed
within this column.
Displays the name of the patient
1
2
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The Notes relating to the nature of the appointment is displayed within
this column
Displays the Provider name, the appointment is with
The Stat column will display a zero, indicating the patient has been
waiting for zero minutes. It continues to display the minutes, since
arrival in the Stat column until the patient is placed in consultation
Displays whether the Appointment is made or not
Setup Note
Different Queues for Different locations. By default, the Queue will display
appointments six hours prior and two hours after the current time. It is possible
to display a greater time period, if necessary.
New Queue Appointment
Use to make a new queue appointment
Navigation Type
Ribbon
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► On the Queue1 / Queue2 / Queue3 / Queue4 tab,
select New..
Keyboard
Shortcut
On the Queue1 / Queue2 / Queue3 / Queue4 tab, press Ctrl +
N
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
3
4
5
6
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Specify the Appointment Date. By default, the current date will be
displayed. If required, manually enter the date or select a date from
the Calendar dropdown list
Specify the Appointment Time. By default, the current time is displayed
in the field
Select the patient name for appointment. Type in the first few letters in
the field and press Tab or click the Ellipsis button ( ) to display the
Search Patient window. Select the desired patient and Click OK. If a
patient is on the palette, the particular patient will be displayed in the
Patient field
Enter the Note, if required
Enter the Patient Accident detail, if required. Click the Ellipsis button (
) to display the Patient Accident window. Select the accident and
click OK
Setup Note
For more instructions about Patient Accident window, refer to Patient
Accidents section in ‘Medtech Evolution Clinical User Guide’.
Select the appropriate Provider from the dropdown list to see the
patient
Select the Location of the Waiting Room
The patient’s arrived information will be displayed. By default, the
rrived checkbox is selected
1
2
3
4
5
6
7
8
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Select the Appointment checkbox, if the patient needs a future
appointment
Setup Note
If a future time is entered into the Date and Time fields, the Arrived check box
will be disabled and the Appointment checkbox will be selected.
Select the Triage from the dropdown list, if required
Select the appointment type for App Type 1 from the dropdown list
Select the appointment type for App Type 2 from the dropdown list
Select the Room, the patient is in from the dropdown list
Click OK to save the appointment and to display the patient’s details
on the Queue
Click Cancel to abort and close the New Queue window
Click Help to view screen specific help
The Details tab generates the patient arrived details, consulted and invoiced
information’s based on the details specified in the Main tab. Future
appointments will be displayed in Blue while patients making appointments
for the current time will automatically be displayed as having arrived and a
slip will print.
9
10
11
12
13
14
15
16
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View/Modify Existing Queue Appointment
Use to view or edit the existing queue appointment
Navigation Type
Ribbon
Select Home tab ► Queue / ► Queue1 / Queue2 / Queue3 /
Queue4► Highlight the Patient to be viewed or modified ►
Open..
Keyboard
Shortcut
On the Queue1 / Queue2 / Queue3 / Queue4 screen, press Ctrl
+ O
Double-Click Double click on the patient to be viewed or modified
Context
Menu (Right-
Click)
Not Applicable
View or Make any necessary changes to the Note, Accident, Provider,
Location, Triage, App Type 1, App Type 2 and Room fields. All other fields are
locked and cannot be changed.
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If necessary, select the Details tab to view when the patient was Arrived,
Consulted and Invoiced. If an encounter slip was printed, the printed slip
details would also be displayed.
Click OK to save Queue Appointment and close
Click Cancel to abort and close the View Queue window
Click Help to view Screen specific help
Cancel an Appointment
Use to cancel the fixed queue appointment
Navigation Type
Ribbon
Select Home tab ► Queue / ► Queue1 / Queue2 / Queue3 /
Queue4, highlight the respective appointment and select
Cancel
Keyboard
Shortcut
In the Queue1 / Queue2 / Queue3 / Queue4 screen, press Ctrl +
L
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
On the Queue 1, (2), (3), or (4) screen, highlight the patient to cancel the fixed queue appointment.
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On the confirmation message bar, click Yes to cancel the
appointment for the selected patient
Click No to abort and close the Confirm window
Undo Cancelled Appointment
Use the Undo option to undo the cancelled appointment.
Navigation Type
Ribbon
Select Home tab ► Queue / ► Queue1 / Queue2 / Queue3 /
Queue4 ► Highlight the Cancelled Patient Appointment to
Undo Cancellation ► Undo Cancel
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
If an appointment has been cancelled accidently, the particular record will
be made inactive and disappears from the queue list. So, to display the
cancelled/inactivated patient record, click the Filter button ( ) to display
the Filter Queue window, select the Include Inactive checkbox and click OK.
The Undo Cancel button will be enabled, if the inactive patient record is selected from the queue listing.
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Reset Appointment
Use to reset the information entered. Medtech Evolution automatically
records and updates the Details tab in the View Queue window with
information relating to the time that the patient Arrived, Printed Slip, the time
of Consultation and when Invoiced. It is possible to reset this information, if the
patient has incorrectly been marked as being 'In Consultation'
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► Highlight the Patient whose appointment is to be
reset ► Reset
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
The information stored on the Details tab in the View Queue window will be
updated and the Provider column will reset to display what it was before they
were in consultation, i.e. the waiting time continues rather than starts again.
Arrive Patient
Use to change the patient status as Arrived. Patients with appointments that
have been made in the future will need to be marked as having arrived when
they attend the practice.
If the current date or current time is entered, the Arrived checkbox will be
selected, if the Date or Time is set to future, the Appointment checkbox will
be selected indicating that the patient has set the appointment for the
future.
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Navigation Type
Ribbon
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4, highlight the respective patient’s appointment and
select Arrive
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4, highlight the respective patient’s appointment and
select Open ► Select the Arrived checkbox ► Click OK
Keyboard
Shortcut
On the Queue1 / Queue2 / Queue3 / Queue4, highlight the
respective patient’s appointment and press Ctrl + S
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
The patient’s arrival time is recorded and the patient’s arrival status is set to 0
and starts counting the waiting time.
In Consultation
Use to change the status of a patient appointment to being In Consultation.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4, highlight the respective patient’s appointment and
select In Consultation
Keyboard
Shortcut
On the Queue1 / Queue2 / Queue3 / Queue4, highlight the
respective patient’s appointment and press Ctrl + I
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
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If a Provider was not selected when the appointment was made, the In
Consultation window will be displayed.
Select the Affiliation of the provider from the dropdown list
Select the Provider to consult from the dropdown list
Enter the Provider’s Password, when selecting the patient from the
queue
File -> Options -> Location ->Logo tab, Force password Entry
Select the Room for Consultation from the dropdown list
Click OK to set the patient in consultation with the specified provider
Click Cancel to abort and close the In Consultation With window
Click Help to view screen specific help
The Details tab on the View Queue window will automatically update and
place Stethoscope icon ( ) in the Stat Column of the Queue.
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Print Slip
Use to print the encounter slip for the particular patient.
Navigation Type
Ribbon Select Home tab ► Queue ►
Queue1/Queue2/Queue3/Queue4► Highlight the Patient, the
encounter slip is to be printed for ► Print Slip
Keyboard
Shortcut
In the Queue1 / Queue2 / Queue3 / Queue4 window, highlight
the respective Patient’s appointment and press Ctrl + P
Double-
Click Not Applicable
Context
Menu
(Right-Click)
Not Applicable
The Stat column will display an image of a piece of paper, indicating that an encounter slip for the particular patient has been printed.
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Print Slip Output
Make Patient in Queue, the Active Patient
Use to make the patient in queue as active patient on the palette.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4, highlight the respective Patient’s appointment and
select Active Patient
Keyboard
Shortcut
On the Queue1 / Queue2 / Queue3 / Queue4, highlight the
respective Patient’s appointment and press Ctrl + A
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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Make Appointment for Active Patient
Use to make the appointment for the active patient on the palette via
Queue.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► select Make Appointment
Keyboard
Shortcut In the Queue screen press Ctrl + M
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
The patients name will be displayed at the bottom of the Queue listing and
their status will be set to zero minutes waiting.
Make Temporary Appointment
Use to make a temporary appointment for the patient.
Setup Note
By default, the Make Temporary Appointment button will be disabled. To enable it,
go to:
File > Options > Location > location settings > View location (double click on the
desired location) > Click queue tab > Select Enable Temporary Patient Selection in
Queue Checkbox > OK
Restart to enable changes to take effect.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
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Queue4 ► select Make Temporary Appointment
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
Temporary Appointment on Only Queue 1 and on Queue 2/ purpose
The temporary queue patient will be placed in the queue listing.
Temporary Appointment Slip
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Print Slip on Arrival
Use to automatically print the encounter slip based on patient’s arrival.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► select Print Slip On Arrival
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
Once, the Print Slip on Arrival button is enabled, it will automatically print slips
on every patient’s arrival. To deactivate the encounter slips printing on arrival,
click the selected Print Slip on Arrival button to de-select it.
On Duty Providers
Use to select those providers who are currently on duty. Providers marked as
on duty will then be available for selection in the In Consultation window.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 select On Duty Providers
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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The In Consultation With window displays only the selected Providers in the On
Duty Providers window.
Display the list of providers. If necessary, remove the tick mark of those
providers currently not on duty and vice versa
Click Tick All to indicate all providers are on duty
Click Un-tick All, if all providers are not available for consultation
Click OK to save the setup of on duty providers
Click Cancel to abort and close the On Duty Providers window
Click Help to view screen specific help
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Auto Minimise
Use to minimise the Queue window, when the patient is ‘In Consultation.’
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 select Auto Minimise
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
The Auto Minimise feature is beneficial for providers who place patients In Consultation themselves and require a blank screen when bringing the
patient into their physical consulting room.
To deactivate Auto Minimise, click again the selected Auto Minimise button
Filter Queue
By default, the Queue is filtered to display the current location and all
appointments from 6 hours before the current time to 2 hours in the future. The
Queue filter can be saved for each staff so that it remembers the settings next
time, when they log in.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 select Filter
Keyboard
Shortcut
In the Queue1 / Queue2 / Queue3 / Queue4 screen, press Ctrl +
F
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
In the right-click popup menu, select Filter
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By default, the Automatic checkbox is selected to show appointments
6 hours before and 4 hours after the current time
Displays the appointments in descending order i.e. the recent entries
at the top
Show Appointments from the specified Hours Before the Current Time. If
required, manually enter the hours
Show Appointments till the specified Hours After the Current Time. If
required, manually enter the hours
Select the date from when the appointments are to be displayed.
Either, manually type the date or select the date from the Calendar
dropdown list
Select the date till when the appointments are to be displayed. Either,
manually type the date or select the date from the Calendar
dropdown list
Display appointments from this time
Display appointments to this time
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Setup Note
When the Automatic checkbox is unticked, it is possible to enter specific times
in the From Date & From Time, To Date & To Time fields.
The location defaults to the actual location that the user is logged into.
However, this can be changed by selecting from the Location
dropdown list
If required, select a specific Provider from the dropdown list. By default,
All is selected to include all the providers
Display the status of an appointment. By default, All is selected to view
all appointments regardless of their status
Display the affiliation of the providers
Select the triage type to set as criteria to filter the queue.
If required, select the Include Inactive checkbox to display the
cancelled appointments in the Queue window
Click OK to filter the queue
Click Cancel to abort and close the Filter Queue window
Click Help to view screen specific help
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Default Filter
Use the Default Filter option to remove any filters applied to the list.
Navigation Type
Ribbon Select Home tab ► Queue ►
Queue1/Queue2/Queue3/Queue4► On the
Queue1/Queue2/Queue3/Queue4 tab, select Default Filter
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-Click)
In the right-click popup menu, select Default Filter
Print Queue
Use the print option to print all the appointments in the queue listing.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► Print Queue
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Right-click inside the Queue window and select Print To. The
Printer Details window will be displayed. Select the appropriate
orientation, printer and click OK
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Print Queue Output
Compose SMS
Use to send SMS from Queue.
ManageMyHealth SMS setup needs to be done to enable the SMS feature.
For instructions about SMS Setup, refer MTEvolution Setup User Guide.
1. Once the SMS functionality is set, go to File ► Options ► In/Outbox ►
Outbox Document. In the Document Designer window, create the
document with SMS format that can be set as Staff Appointment
Reminder Template. For example, let’s create an Appointment Reminder
Template for SMS.
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Main Tab
Document Tab
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Navigation Type
Ribbon
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► SMS
Select Home tab ► Compose SMS
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
By default the Active / Selected Patient name will be displayed in the SMS
Recipient field.
For Group Appointment, the SMS Recipient field will be grayed out.
Either select a template from the drop down list or enter the message
to be sent in the Message box
By default the Patient’s Mobile Number will be displayed in the Mobile
Ph. field
In the Message free text area, either manually type the text, or select
the template from the Template dropdown list to display the default
content. The SMS Count and the Character Count will be displayed at
the left of the Message box.
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To send SMS for an active patient’s family member, click Related
Family Members drop down list and select an appropriate Family
member
Select the Date and Time (the date and time will be in future) to
send the SMS, from the respective drop down list.
The Insert button will allow the user to add merge symbols so that the
data will be displayed from the database automatically. The filter
option will only allow user to select fields from Patient Keywords (PAT)
and Document/ Encounter Provider keywords (PROV).
The selection list defaults to the Filter of Patient Keywords. Other
Filter options include Payer, Location, Provider, Document,
Referrer, GP, Miscellaneous and Front Page. Each option has
merge codes associated with them enabling a diverse range of
merge fields for your document
It is also possible to Search for the required field by typing the
name of the field. As you type the cursor will find the associated
field
Highlight the required merge field from the Description list
Click Print to print the merge symbols
Click OK or press Enter to insert the merge symbol
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Click Cancel to abort process and close the Merge Symbol
window
Click Help to view screen specific help
Click OK to send the SMS at the specified Time.
Click Cancel to abort process and close the SMS Compose window
Click Help to view screen specific help
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Visible Columns
Use to show or hide the Triage, App Type 1, App Type 2 and Room columns in
the Queue window.
Navigation Type
Ribbon
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► Visible Columns ► Show Triage
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► Visible Columns ► Show App Type 1
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► Visible Columns ► Show App Type 2
Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► Visible Columns ► Show Room
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
Triage can be viewed or selected
User Defined Appointment Type can be viewed or selected
User Defined Appointment Type can be viewed or selected
The specific Room assigned can be viewed or selected from the list
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Refresh Queue
Use to refresh the queue to view the updated changes. By default, the
Queue window refreshes every two minutes. However, it can be manually
refreshed, if required.
Navigation Type
Ribbon Select Home tab ► Queue ► Queue1 / Queue2 / Queue3 /
Queue4 ► Refresh
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
Patient Queue
Use to display the patient’s queue information.
Navigation Type
Ribbon Select Home tab ► Queue ► Patient Queue
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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The appointment Date is displayed
The appointment Time is displayed
The associated Note is displayed
The Provider information for that particular patient is displayed
Appointments in the Patient Queue window are colour coded;
Red – If a patient has left the practice without being invoiced, the
appointment information is displayed in red
Green – If the patient has been invoiced after being ‘In
Consultation,’ the appointment information is displayed in green
Blue – The future appointments are displayed in blue
The Patient Queue section lists out the following actions:
View/Modify Patient Queue Appointment
Print the List
Refresh
Filter
View/Modify Patient Queue Appointment
Use to view or edit the patient queue appointment
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Navigation Type
Ribbon Select Home tab ► Queue ► Patient Queue ►
Open
Keyboard
Shortcut In the Patient Queue tab, press Ctrl + O
Double-
Click Yes
Context
Menu
(Right-
Click)
Not Applicable
View or Make any necessary changes to the Note, Accident, Provider,
Location, Triage, App Type 1, App Type 2 and Room fields. All other fields are locked and cannot be changed.
If necessary, select the Details tab to view when the patient was
Arrived, Consulted and Invoiced. If an encounter slip was printed, the printed slip details would also be displayed.
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Click OK to save the Patient Queue Appointment and close
Click Cancel to abort and close the View Queue window
Click Help to view screen specific help
Print Patient Queue
Use to print a listing of that particular patient appointments displayed
within the Patient Queue window.
Navigation Type
Ribbon Select Home tab ► Queue► Patient Queue ► Print
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
In the Right-click popup menu select Print To
Patient Queue Print Output
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Refresh Patient Queue
Use to refresh the Patient Queue window to view the updated changes.
Navigation Type
Ribbon Select Home tab ► Queue ► Patient Queue► Refresh
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
Filter Patient Queue
Use to show or hide the cancelled patient appointments.
Navigation Type
Ribbon Select Home tab ► Queue ► Patient Queue►
Refresh
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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Select the Include Inactive checkbox to include the cancelled
appointments
Click OK to save the filter modification and close
Click Cancel to abort and close the Active/Inactive Filter window
Filter Output
In Consultation Status
When the patients are placed in consultation, use the In Consultation Status
window to view the provider’s consultation status and awaiting follow up for
the patients.
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Navigation Type
Ribbon Select Home tab ► Queue ► In Consultation Status
Keyboard
Shortcut In the Patient Queue screen, press Ctrl + Shift + F7
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
Provider Consultation Section - The Patients in Consultation with
Providers will be listed here. By default, the Time, Patient’s Provider,
Patient Name, Consultation Status and its associated Note will be
displayed
If required, App Type 1, App Type 2, Triage, Specialty and Room
columns can be enabled from the Provider Consultation Status tab
Awaiting Follow-Up Section - The Patients waiting for Follow-Up will be
listed here to assign consultation with other providers. The patients
currently in consultation with a provider whom can see another
provider are listed in the Awaiting Follow-Up section By default, the
Time, Patient Name, Consultation Status and its associated Note will be
displayed.
If required, App Type 1, App Type 2, Triage, and Room columns can be
enabled from the Provider Consultation Status tab
To display User Defined Appointment Type 1, (2), Triage, Specialty and
Room columns in the Provider Consultation Status window, click the
Show App Type 1, Show App Type 2, Show Appointment Triage, Show
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Specialty, and Show Room buttons on the Provider Consultation Status
tab.
You can also show or hide these columns by right clicking inside the
Provider Consultation Status window and choosing the appropriate
options.
Also, the room selected for patient during consultation is set blank,
while moving that particular patient to the Follow-Up. To retain room
during follow-up from consultation, click Retain Room on Assignment to
Follow-up button on the Provider Consultation Status tab.
The In Consultation Status section lists out the following actions:
View/Modify Provider Consultation Status
Filter
Transfer Patient to Another Provider
Assign Patient to Follow-up
Make Active Patient on Palette
Transfer Follow-Up Patient to In Consultation
Remove Patient from Waiting List
Make Active Patient from Awaiting Follow-Up
Refresh
Sort Order
View/Modify Provider Consultation Status
Use to view or edit the provider consultation status
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation Status
►On the Provider Consultation Status tab, click Open
Keyboard
Shortcut In the Provider Consultation Status tab, press Ctrl + O
Double-
Click Yes
Context
Menu
(Right-
Click)
Not Applicable
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On the Main tab, view or make any necessary changes to the
Triage, App Type 1, App Type 2 and Room fields. The Date and
Time fields are locked and cannot be changed
If necessary, select the Audit tab to view when it was first added
and last updated
Click OK to save the provider consultation status for that
particular patient
Click Cancel to abort and close the View Provider Consultation
Status window
Click Help to view screen specific help
Filter Provider Consultation Status
Use to filter the provider’s consultation status listing
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Navigation Type
Ribbon Select Home tab ► Queue► In Consultation Status ►
Filter
Keyboard
Shortcut In the Provider Consultation Status screen, press Ctrl + F
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
Display consultation from the specified date. Either, manually
type the date or select the date from the Calendar dropdown
list
Display consultation up to the specified date. Either, manually
type the date or select the date from the Calendar dropdown
list
Display Providers Consultation Status Records for the selected
Location from the dropdown list. By default, All is selected to
include all the locations
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Display Consultations associated with the Provider. By default,
All is selected to include all the providers
Display Patients that are with a Provider of Specified Affiliation
Select the appropriate Triage from the dropdown list. By default,
All is selected to include consultations associated with all the
triages
Display Consultations associated with the appointment type 1. By default, All is selected to include all user defined
appointment types
Display Consultations associated with the appointment type 2. By default, All is selected to include all user defined
appointment types
Display Consultations associated with the room specified from the dropdown list
Select the Include Appointment Items checkbox to set the filter
based on Appointment items
Select the Include Completed Consultations checkbox to set
the filter based on completed consultations
Sort the order of Provider Consultation Status listing i.e. choose the filter based on time, status or triage.
If required, select the Include Inactive checkbox to display the
cancelled consultation status items
Click OK to filter the provider’s consultation status listing
Click Cancel to abort and close the Filter Provider Consultation
Status window
Click Help to view screen specific help
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Default Filter
Use the Default Filter option to remove any filters applied to the list.
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation
Status ► Default Filter
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
In the right-click popup menu, select Default Filter
Print Provider Consultation Status
Use to print a listing of consultations within the Provider Consultation Status window.
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation Status ►
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
In the Right-click popup menu select Print To
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Select the printing option from the Print To dropdown list
Select the appropriate Format from the dropdown list i.e.
Current Display or Include Completed Consultations
Select the Order By either Provider, Patient or Chronological
On the Settings section, select the Unload To File checkbox to
unload to CSV File. When this option is selected, the Browse
button will be enabled. Click the Browse button to specify the
Directory Location to store the unload file
Click OK to print the Provider Consultation Status
Click Cancel to abort and close the Print Provider In
Consultation Status window
Click Help to view Screen specific help
Consultation Status Print Output
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Transfer Patient to another Provider
Use to transfer a patient to another provider and assign In Consultation status.
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation Status,
highlight the respective Patient and select Transfer
Patient
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
Select the Affiliation of the provider from the dropdown list
Select the Provider to consult from the dropdown list
Enter the Provider’s Password
Select the Room for Consultation from the dropdown list
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Click OK to set the patient in consultation with the specified
provider
Click Cancel to abort and close the In Consultation With
window
Click Help to view screen specific help
Assign Patient to Follow-Up
Use to assign a patient to follow-up for further consultations with other providers i.e. In case of accidents or emergency.
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation Status,
highlight the respective Patient to be placed in Follow-Up
and select click Assign to Follow-up
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
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The patient in consultation will be placed in the follow-up with its
waiting time starts from zero in the Stat column. Based on the required
Provider’s availability, the follow-up patient can be placed for
consultation again.
Make Active Patient on Palette
Use to assign a patient in the Patient Consultation Status section as the
active patient on the palette.
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation Status,
highlight the respective Patient and select Active
Patient
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
The highlighted patient in the Provider Consultation Status section is
made as the active patient on the palette
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Transfer Follow-Up Patient to In Consultation
Use to transfer a patient in follow-up to another provider and assign in
consultation status. Click the Transfer Patient to In Consultation icon in
the Awaiting Follow-Up section.
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation
Status, highlight the respective Patient and select
Transfer Patient to In Consultation
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Select the Affiliation of the provider from the dropdown list
Select the Provider to consult from the dropdown list
Enter the Provider’s Password
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Select the Room for Consultation from the dropdown list
Click OK to assign the follow-up patient in consultation with the
specified provider
Click Cancel to abort and close the In Consultation With
window
Click Help to view screen specific help
Notice that the patient in the Follow-up section is moved to the
Provider Consultation Status section for consultation.
Remove Follow-Up Patient from Waiting List
Use to remove the follow-up patient from waiting list in the Provider
Consultation Status window
Navigation Type
Ribbon
Select Home tab ► Queue► In Consultation
Status, highlight the Follow-Up Patient to be removed
from the waiting list and select Remove Patient from
Waiting List
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
Not Applicable
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Refresh Provider Consultation Status
Use to refresh the Provider Consultation Status window to view the
updated changes.
Navigation Type
Ribbon Select Home tab ► Queue ► In Consultation Status
► Refresh
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
Make Active Patient on Palette from Awaiting Follow-Up
Use to assign a patient in the Awaiting Follow-Up section as the active
patient on the palette.
Navigation Type
Ribbon
Select Home tab ► Queue► In Consultation Status,
highlight the Patient n the Awaiting Follow-Up section to be
assigned as Active Patient and select Active Patient from
Awaiting Follow-up
Keyboard
Shortcut Not Applicable
Double-
Click Not Applicable
Context
Menu
(Right-
Click)
Not Applicable
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The highlighted patient in the Awaiting Follow-Up section is made as
the active patient on the palette
Sort Order
Use to sort the order of the columns in the Provider Consultation Status
window based on Time, Status or Triage
Navigation Type
Ribbon Select Home tab ► Queue► In Consultation
Status ► Sort Order
Keyboard
Shortcut Not Applicable
Double-Click Not Applicable
Context
Menu (Right-
Click)
In the right-click popup menu select Sort Order
The different sort types available are:
Sort by Time
Sort by Time (descending)
Sort by Status
Sort by Status (descending)
Sort by Triage
Sort by Triage (descending)
The selected sort order will be applied to both the Consultation Status
section and Awaiting Follow Up section listing in the Provider
Consultation Status window.
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Queue Workflow
Queue Workflow is a new feature in Evolution 1.5 that revolutionises the way you
manage your day-to-day patient flow in a Queue.
It helps managing a patient’s journey from Arrival to Departure involving various Roles such as Receptionist, Clinical Manager, Clinical Assistant, Senior Manager, Doctor and Nurse.
Navigation Type
Ribbon Select Home ► Appointment ► Queue Workflow
Keyboard Shortcut Shift + F4
Double-Click Not Applicable
Context Menu
(Right-Click) Not Applicable
Tabs in the Queue Workflow
The Queue Workflow has five different tabs.
Queue Tab All 6 stages of a Patient’s journey. Active Tab Patients who are currently active in the Queue Workflow
Hold Tab Patients who have been put on Hold. When the patients
are removed from hold, they are put back in the Queue from which they were put on hold
Completed Tab Patients who have completed the Queue Workflow and
have been Invoiced. Staff Status Tab Staff who are currently logged in. This tab can be used to
view what activity a staff is currently performing.
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The Arrival Queue is the first stage of the patient’s journey.
The Awaiting Triage / Intervention Queue lists the set of patients who
are waiting to be Triaged
The In Triage / Intervention Queue lists the patients who are currently
being Triaged
The Departure Queue consists of patients who have completed the
Queue Workflow.
The Awaiting Consultation Queue lists the set of patients who are
waiting to see their doctor
The In Consultation Queue lists the patients who are currently in
consultation with their doctor.
Queue Workflow Toolbar
The Queue Workflow toolbar lists a set of actions that can be performed in
the Queue Workflow. A few functions that are not very critical are listed inside the Actions Menu.
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The Actions Menu lists actions that are not available in the main toolbar.
Click to arrive the selected patient offline. An offline
arrival indicates that the patient consultation will not
happen in the practice
Click to arrive the selected patient
Click to print slip for the selected patient
Select to automatically print slip whenever a patient is
arrived (toggle button)
Click to cancel the patient’s appointment in the queue
Click to undo the most recent cancellation
Click to view the patient register window for the selected
patient
Click to add new alerts for the selected patient
Click to add a new invoice for the selected patient
Click to add a new payment for the selected patient
Click to add new admin notes for the selected patient
Click to include inactive patients in the list (toggle button)
Click to include patients who are yet to be arrived
(toggle button)
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Click to refresh the list to show recent patients added to
the queue
Click to add a new patient to the queue workflow
Select the date from the calendar control
Select the time of the appointment
Select the patient for whom the appointment
Enter any notes relating to the appointment
If the appointment is related to an accident, select the
accident
Select the provider the patient is to meet
Choose the location from the dropdown
Tick the box if the patient has arrived when adding them
to the queue
Tick this box if this is an offline appointment
Tick this box if this is a future appointment
Choose the Triage Score from the dropdown
Choose the Appointment Type.
Choose the Room for the consultation
Click OK to make the appointment and close this window
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Click Cancel to close the window without saving the
appointment
Click to view the Help content
Click to view/modify an existing appointment
Click to cancel the selected appointment
Click to make appointment for patient currently on the palette
Click to arrive the selected patient
Click to put the selected patient on the palette
Click to move patient to Awaiting Triage / Intervention Queue
Click to move patient to In Triage Queue
Click to move patient to Awaiting Consultation Queue
Click to move patient to In Consultation Queue
Click to put selected patient On Hold
Click to move patient to Departure Queue
Click to complete the patient journey in the Queue Workflow
Click to move the patient to the previous queue
Click to view patients of the currently logged in provider only
Patient Status toolbar to indicate selected patient’s waiting time in
each queue and their transition across individual queues
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