What is Surgery?Who can access Surgery?How can I gain access?

Log-in How do I enter in Data?

Add New Season Add New Invoice Add Products Add Products (cont. 2)

How do I modify Data? View/Edit Invoice Customer Information

How do I report Data? Menu Selection Search Invoice Information Search Invoice Information (cont. 2) Search Invoice Information (cont. 3) Search Invoice Information (cont. 4) Other Seasons Divisions Name of Reports Steps for opening a report

How to Contact Us?

What is SURGERY? SURGERY (School of Medicine Surgery Database System) The SRS (Surgical Research Service) Database is used to track supplies/personnel for operations that are performed. Surgical Research Services (SRS) in the School of Medicine maintains a centralized surgical facility. SRS occupies 6500 square feet of surgical research support space which meets the regulatory requirements for aseptic survival surgery including four operating rooms, and separate rooms for animal preparation, surgeon’s preparation, surgical support, and postoperative care.

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Who can access SURGERY? SURGERY (School of Medicine Surgery Database System) Surgical Research Services Staff

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How can I gain access? All users must have a userid/password on the MSIS Microsoft Active Directory to be able to use the system. MSIS has successfully made this Microsoft Active Directory resemble a LDAP Server. The purpose of this LDAP server is to have a single sign on to all Web Applications of WSU Med School. The LDAP server is used to authenticate (check userid/password) a user. If you need an account, then click here New Account Request.

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How do I enter in data? There are multiple ways to enter data. Click on the question “How do I enter in data”? A quick reference link drop down will appear. Select from one of the topics for assistance, or if you need to view or print the complete manual select the title “Complete Manual.” The complete manual will display in an Adobe PDF file to be viewed or printed.

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How do I modify data? Click on the question “How do I modify data”? A quick reference link drop down will appear. Select from one of the topics for assistance, or if you need to view or print the complete manual select the title “Complete Manual.” The complete manual will display in an Adobe PDF file to be viewed or printed.

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How do I report data? Click on the question “How do I report data”? A quick reference link drop down will appear. Select from one of the topics for assistance, or if you need to view or print the complete manual select the title “Complete Manual.” The complete manual will display in an Adobe PDF file to be viewed or printed.

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Log In

1. Open IE (Internet Explorer) 2. Type the URL (address/location) https://apps.med.wayne.edu/surgery 3. When the login page appear, type in your SOM (School of Medicine) user Id and

password. Click Log In Menu Selections

1. Select from the menu on the left: a. Billing:

View/Edit Invoice New Invoice

b. General Information: Divisions

1. Divisions Summary 2. Add New Division Products

1. Product Summary 2. Add New Product Customer Information

1. PI Summary 2. PI Report 3. Add New PI

c. Reports: Month Cover Total Sheet FF Total PI Revenue & Workload One Invoice Procedures Multiple Invoice Procedures Product List (No Unit Cost) Product List (With Unit Cost) Inventory Report Operating Room List

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BILLING

View/Edit Invoice

1. Select the Billing folder from the left menu to open folder 2. Select View/Edit Invoice

Radio button

Search Invoice Information screen:

3. From within the rectangular box on the main screen. Click inside a radio button: Customer Search: allow searching by customer name. Click inside the radio button. Click on the drop down arrow to select a customer name from the drop down list

and click Search

drop down list

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Search Invoice Information screen (cont. 2):

A screen will appear that displays all the customer estimated and committed bills An estimated or committed bill can be displayed by highlighting the selected

invoice row, and click Submit Once the invoice appears the invoice can be Deleted, Save, and Add items.

Only Estimated bills CAN be deleted. (View of Invoice Information screen)

Procedure Search: allows searching by procedure name. Type the first letter of

the procedure or the whole name Click inside the radio button By Name; in the INPUT field type the whole name of

the procedure or the first letter of the procedure, and click Search

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Search Invoice Information screen (cont. 3): A screen with a list of procedures will appear beginning with the letter selected or

with the name selected

To display highlight the selected invoice row, and click Submit

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Search Invoice Information screen (cont. 4):

By Number: allows searching by the invoice number Click inside the radio button By Number; in the INPUT field type in the Invoice

number and click Search Other Seasons

Previews the present season Add New Season

Allows a new year to be added with price markups CAUTION Once a new season is added ALL PREVIOUS YEAR COMMITTED BILLS WILL BE ARCHIVED

2004-2005 Present year

All markups must be done in whole numbers, for example: 1, 2, and 3 etc.

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Add New Invoice

1. Select Billing from the left menu 2. Select New Invoice from the choices under Billing

When the form appears the system automatically generate a new invoice number Select the date, P.I. name and Procedure by clicking on the drop down arrows (if

the procedures already exist). If this is a new procedure: Select the date and skip to the field Or New

Procedure fill in all applicable information, then Save & Add Products – will save the new invoice information and add any pre-

product information to an existing procedure Save Without Product – will save the new invoice information with a blank

product form to add product to the invoice Drop down

All new invoices start as an Estimated bill

View of new invoice without products

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GENERAL INFORMATION Divisions

1. Select the General Information folder from the menu on the left 2. Select the Divisions folder – select the Divisions Summary folder 3. VIEW ONLY

CAUTION: Divisions CAN NOT be deleted. Once a division has been created and a bill attached to that division it cannot be deleted.

4. Select the General Information folder from the menu on the left 5. Select the Divisions folder – select the Add New Divisions folder 6. When Add New Division form appears:

Type in the Divisions Name Type in a brief description of the division Click Add Division

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Add Products

1. Select the General Information folder from the menu on the left 2. Select the Products folder – click on Product Summary 3. When the Product Information Summary appears you are allowed to:

Print Product List with Unit cost or without unit cost – click on the Print Product List or Print Product List (without Unit Cost) at the top of the page

Add Product – The Add Product buttons are found at the top and bottom of the page (see screen below)

Delete Product, only if it’s not attached to a procedure - click on the in the DELETE column on the row of the product. If, the product can be deleted a message will appear at the top of the screen letting you know that the product has been deleted

Edit Product – click on the (pencil) in the EDIT column to bring up the edit form screen (see screen below)

Sort – Products Summary can be sorted by clicking on the column titles

Print

Click the Add Product button at the top or bottom of the screen Fill all applicable fields and click Save The system will automatically add the new Record#

View of Add Product screen

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Add Products (cont. 2) Click (pencil) to open the EDIT screen Once the screen appears make changes to applicable field

View of Edit Product screen Customer Information

1. Select the General Information folder from the menu on the left 2. Select the Customer Information folder – click on PI Summary 3. When the PI Summary screen appears you are allowed to:

Print PI Summary list – print a list of all PI’s Add New PI – allow new PI to be added Delete a PI – allow PI to be deleted Edit PI information – change information or add new information for a PI Follow the same process for Print, Add, Delete, and Edit as in Products

step CAUTION: PI’s CAN NOT be deleted. Once an estimated or committed has been created for a PI the PI cannot be deleted

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REPORTS

All Reports are view ONLY and displayed in PDF format Name of Reports

1. Month Cover Total Sheet FF 2. Total PI Revenue and Workload 3. One Invoice Procedures 4. Multiple Invoice Procedures 5. Product List (No Unit Cost) 6. Product List (With Unit Cost) 7. Inventory Report 8. Operating Room List

Steps for opening a Report

1. Click the REPORTS folder from the left menu 2. Click on the name of the report to be generated 3. Fill in all required fields on the form 4. Click Get Report

When the File Download box appear, click Open The Report will display in Adobe Acrobat PDF. Format Here you can print or save the report

View of Month Cover Total Sheet FF screen

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How to contact us? Contact MSIS HelpDesk Email: helpdesk@med.wayne.edu Phone: (313) 577-1527 (off campus) 7-1527 (on campus) Location: MSIS 1313 Scott Hall 540 E.Canfield Detroit,MI 48201 Working Hours: 8.30 a.m. to 5.00 pm (Monday -Friday) Useful Links: MSIS Applications MSIS Web Page Medical School Web Page Wayne State University Web Page

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