Nurses Training Guide - UCSF Radiation Oncology

MOSAIQ 

Nurses 

Training Guide 

Multi-ACCESS – MOSAIQ 1.2 

Module II: General Practices

Nurses 

Training Guide 

MOSAIQ 

Oncology Management System 

Multi-ACCESS – MOSAIQ 1.2 

Module II: General Practices 

Copyright 2007 

All Rights Reserved 

IMPAC Medical Systems

PUBLISHED BY: 

IMPAC Medical Systems, Inc. 

100 Mathilda Place, Fifth Floor 

Sunnyvale, CA 94086 

COPYRIGHT 2007 by IMPAC Medical Systems 

All Rights Reserved 

Instructional Designer/Writer: Cynthia Hull 

LTGMSQ0002 - 1.0 - 6/26/2007 

This manual contains proprietary information to be used exclusively 

by customers of IMPAC Medical Systems. All rights reserved. 

No part of the contents of this book may be reproduced or transmitted 

in any form or by any means without the written permission 

of IMPAC Medical Systems.

Table of Contents 


Table of Contents...........................................................................................................................................................................................i 

Introduction ................................................................................................................................................................. 1 

Document Conventions.............................................................................................................................................................................. 2 

Text Conventions...............................................................................................................................................................................................................2 

Mouse Conventions...........................................................................................................................................................................................................3 

Keyboard Conventions .....................................................................................................................................................................................................4 

Lesson 1 Patient Registration................................................................................................................................ 5 

Objectives....................................................................................................................................................................................................... 5 

Selecting Patient Window Views............................................................................................................................................................... 6 

Quick Registering a Patient ........................................................................................................................................................................ 9 

Exploring Patient Demographics ............................................................................................................................................................. 11 

Displaying the Patient Demographic Data Dialog Box........................................................................................................................................ 11 

Using the Right-Click Option ....................................................................................................................................................................................... 12 

Viewing the Name/IDs/Personal Tab........................................................................................................................................................................ 14 

Viewing the Admissions Tab........................................................................................................................................................................................ 16 

Viewing the Attending Tab........................................................................................................................................................................................... 18 

Viewing the Referral Tab.............................................................................................................................................................................................. 19 

Viewing the Home/Work Tab..................................................................................................................................................................................... 21 

Viewing the Alternate Address Tab ........................................................................................................................................................................... 22 

Viewing the Relative Tab.............................................................................................................................................................................................. 22 

Viewing the Emergency Tab........................................................................................................................................................................................ 24 

Viewing the Home Care Tab ...................................................................................................................................................................................... 25 

Viewing the Billing Tab.................................................................................................................................................................................................. 26 

Printing the Demographics Data Report ................................................................................................................................................................. 27 

What’s Next ................................................................................................................................................................................................ 29 

The Quick Version ..................................................................................................................................................................................... 30 

Selecting Patient Views ................................................................................................................................................................................................. 30 

Quick Registering a Patient.......................................................................................................................................................................................... 30 

Exploring Patient Demographics................................................................................................................................................................................ 30 

Using the Right Click Option....................................................................................................................................................................................... 30 

Viewing the Name/IDs/Personal Tab........................................................................................................................................................................ 30 

Viewing the Admissions Tab........................................................................................................................................................................................ 31 

Viewing the Attending Tab........................................................................................................................................................................................... 31 

Viewing the Referral Tab.............................................................................................................................................................................................. 31 

Viewing the Home/Work Tab..................................................................................................................................................................................... 31 

Viewing the Alternate Address Tab ........................................................................................................................................................................... 31 

Viewing the Relative Tab.............................................................................................................................................................................................. 31 

Viewing the Emergency Tab........................................................................................................................................................................................ 31 

Viewing the Home Care Tab ...................................................................................................................................................................................... 31 

Viewing the Billing Tab.................................................................................................................................................................................................. 31 

Printing the Demographics Data Report ................................................................................................................................................................. 31 

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Nurses Training Guide 

Lesson 2 Patient Diagnosis ...................................................................................................................................33 

Objectives..................................................................................................................................................................................................... 33 

Using the Diagnoses and Interventions Window................................................................................................................................. 34 

Viewing a Patient Diagnosis......................................................................................................................................................................................... 34 

Entering a Diagnosis...................................................................................................................................................................................................... 36 

Affirming a Diagnosis .................................................................................................................................................................................................... 40 

Using the Code Capture Sequence............................................................................................................................................................................ 41 

What’s Next ................................................................................................................................................................................................ 42 


Viewing a Patient Diagnosis......................................................................................................................................................................................... 43 

Entering a Diagnosis...................................................................................................................................................................................................... 43 

Affirming a Diagnosis .................................................................................................................................................................................................... 43 

Using the Code Capture Sequence............................................................................................................................................................................ 43 

Lesson 3 Code Capture.........................................................................................................................................45 

Objectives..................................................................................................................................................................................................... 45 

Using Single Code Capture....................................................................................................................................................................... 46 

Capturing Codes from the Schedule ...................................................................................................................................................... 49 

Using Multi-Code Capture........................................................................................................................................................................ 51 

Viewing Multi Code Capture ....................................................................................................................................................................................... 51 

Capturing Charges Using Super Bills......................................................................................................................................................................... 55 

Configuring and Charging Using Charge Panels..................................................................................................................................................... 57 

Managing Charges ....................................................................................................................................................................................... 63 

Viewing the Charges ...................................................................................................................................................................................................... 63 

Editing the Charges........................................................................................................................................................................................................ 64 

Deleting Unexported and Unposted Charges......................................................................................................................................................... 65 

What’s Next ................................................................................................................................................................................................ 65 


Using Single Code Capture.......................................................................................................................................................................................... 66 

Capturing Codes from the Schedule ......................................................................................................................................................................... 66 

Viewing Multi Code Capture ....................................................................................................................................................................................... 66 

Capturing Charges Using Super Bills......................................................................................................................................................................... 67 

Configuring Charge Panels........................................................................................................................................................................................... 67 

Editing Charge Panels.................................................................................................................................................................................................... 68 

Capturing Codes Using Charge Panels Tab ............................................................................................................................................................ 68 

Viewing the Charges ...................................................................................................................................................................................................... 68 

Editing the Charges........................................................................................................................................................................................................ 68 

Deleting Unexported and Unposted Charges......................................................................................................................................................... 68 

Lesson 4 Quality Checklists..................................................................................................................................69 

Objectives..................................................................................................................................................................................................... 69 

Viewing a Quality Checklist...................................................................................................................................................................... 70 

Managing Single Quality Checklist Items................................................................................................................................................ 73 

Adding a Single QCL Item............................................................................................................................................................................................ 73 

Editing and Deleting Single Quality Checklist Items ............................................................................................................................................. 78 

Resolving Quality Checklist Items............................................................................................................................................................................... 79 

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Adding a Note to a QCL Item..................................................................................................................................................................................... 80 

Capturing Codes from Quality Checklists ................................................................................................................................................................ 82 

Viewing Quality Checklist History .............................................................................................................................................................................. 86 

Viewing Quality Checklist History .............................................................................................................................................................................. 86 

Viewing Deleted Items............................................................................................................................................................................... 87 

Using the Group View............................................................................................................................................................................... 89 

Checking a Quality Checklist for Conflicts........................................................................................................................................... 91 

Using Quality Checklist Reports ............................................................................................................................................................. 94 

Viewing Quality Checklist Reports by Patient, Due Date, Staff, or Location.................................................................................................. 94 

Viewing Quality Checklist Performance Reports .................................................................................................................................................... 98 

Viewing Quality Checklist Slip Analysis Reports ...................................................................................................................................................100 

Printing a Report to a Printer....................................................................................................................................................................................102 

Saving a Report to a File............................................................................................................................................................................................104 

What’s Next ..............................................................................................................................................................................................106 

The Quick Version ...................................................................................................................................................................................107 

Displaying the Quality Checklist Window..............................................................................................................................................................107 

Adding a Single QCL Item..........................................................................................................................................................................................107 

Editing and Deleting Single Quality Checklist Items ...........................................................................................................................................107 

Completing an Item from the Patient Quality Checklist Window...................................................................................................................108 

Adding a Note to a QCL Item...................................................................................................................................................................................108 

Capturing Codes from Quality Checklists ..............................................................................................................................................................108 

Viewing Quality Checklist History ............................................................................................................................................................................109 

Viewing Deleted Items ................................................................................................................................................................................................109 

Appending a Quality Checklist Group to a Patient’s Quality Checklist..........................................................................................................109 

Quality Checklist Conflict Checking.........................................................................................................................................................................109 

Viewing Quality Checklist Reports by Patient, Due Date, Staff, or Location................................................................................................110 

Viewing Quality Checklist Performance Reports ..................................................................................................................................................110 

Viewing Quality Checklist Slip Analysis Reports ...................................................................................................................................................111 

Printing a Report to a Printer....................................................................................................................................................................................111 

Saving a Report to a File............................................................................................................................................................................................111 

Lesson 5 Documents........................................................................................................................................... 113 

Objectives...................................................................................................................................................................................................113 

Displaying the Document Window ......................................................................................................................................................114 

Viewing Documents .................................................................................................................................................................................118 

What’s Next ..............................................................................................................................................................................................118 

Displaying the Document Window..........................................................................................................................................................................119 

Viewing Documents .....................................................................................................................................................................................................119 

Copyright 2007, IMPAC Medical Systems iii 

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iv Copyright 2007, IMPAC Medical Systems 

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Copyright 2007, IMPAC Medical Systems 1 

LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Introduction 

Welcome to MOSAIQ Radiation Oncology Nurses Training. This book is your guide 

to unlocking the possibilities of the MOSAIQ 1.20 application software, hereafter 

referred to as MOSAIQ. It is designed to be used during your instructor-led training, 

and as a handy desk reference any time you need a quick reminder how to do 

something in MOSAIQ. We recommend that you keep this book near your 

workstation so you can find it easily when needed. 

This training guide is not intended to replace the MOSAIQ documentation, which is 

contained in the MOSAIQ Help system. The MOSAIQ Help system provides indepth 

information on all available MOSAIQ features. 

Radiation Oncology Nurses Training is a Basic course that covers how to use MOSAIQ. 

This course assumes that you have basic Windows skills and have taken, and are 

familiar with, the concepts presented in MOSAIQ General Introduction training. 

Topics presented in this course build upon the concepts learned in the General 

Introduction. 

You should have an understanding of the topics covered in Module I: Getting Started 

before exploring this module.


Notes 

Document Conventions 

This document uses specific conventions, or rules, in the instructions to help you 

perform the exercises correctly. This section explains the text, mouse, and keyboard 

conventions used in this document. 

Text Conventions 

The instructions in this guide are formatted to make them easy to read and to 

recognize when you should perform a particular task. The following text conventions 

are used in the instructions: 

Bold Print Indicates menu or list items that you select. 

Example: Click File | Register New Patient…. 

Example: In the Select Patient window, click Lamb, Mary. 

Italics Indicates words or phrases that appear on the computer 

screen, references to text or a number as itself, or new terms 

that are being defined. 

Highlighted 

Print 

Example: Position the insertion point to the left of p in 

patient. 

Example: Annotation is the process of adding customized 

notes to a Help topic. 

Indicates something you type. 

Example: Type 3000. 

Explanations Located directly below the step. 

Menus Menu commands that are executed one directly after the other 

are separated by a vertical line. 

Buttons and 

Icons 

Example: Click File | System Utilities | Supplies… 

means from the menu bar, click File, from the File 

menu, point to the System Utilities command, 

and from the System Utilities menu, click the 

Supplies… command. 

Indicate items on which you click. 

Example: Click . 

Example: Click . 

2 Copyright 2007, IMPAC Medical Systems 

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Introduction 


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Notes 

Notes, Hints, 

and Warnings 

Note example: 

Hint example: 

Warning example: 

Mouse Conventions 

Notes, hints and warnings are preceded by unique symbols 

and are presented in a shaded box. Notes provide ancillary 

information, hints provide tips to help you use the system, 

and warnings provide important information on the 

consequences of performing a particular action. 

You can also display the eCHART Navigator window by 

pressing F5. 

You may find it helpful to print out illustrations from the 

Help reference tools to include with patient education 

materials. 

Once you change the status of an order to Voided, you 

cannot change the status again. 

The following terms are used to describe actions you perform with the mouse: 

Click Press and release the left mouse button. 

Double-click Click the left mouse button twice in rapid succession. 

Right-click Press and release the right mouse button. 

Drag Move the mouse while holding down the left mouse button. 

Highlight Drag the mouse pointer across data, causing the information 

to appear in reverse video.


Notes Keyboard Conventions 

Keys that do not produce a character appear in all upper case bold print. These keys 

include: 

Function Keys F1, F2, F3, F4, F5, F6, F7, F8, F9, F10, F11, and F12. 

Booster Keys ALT, CTRL, and SHIFT. 

Pointer 

Movement 

Keys 

HOME, PAGE UP, PAGE DOWN, END, TAB, and the 

arrow keys. 

Other Keys BACKSPACE, DELETE, INSERT, CAPS LOCK, ESC, 

ENTER, SPACEBAR, PRINT SCRN, SCROLL LOCK, 

PAUSE, and NUM LOCK. 

Two or more keys that should be pressed simultaneously are separated by a plus sign. 

Example: Press CTRL+F4. 

Example: Press ALT+N. 


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Notes 

Lesson 1 Patient 

Registration 

Objectives 

You will learn how to: 

• Quick Register a Patient 

• Select Patient Window Views 

• Explore Demographics 

When a new patient is established in your department, you must enter the patient into 

the database. The registration process requires a significant amount of patient 

information for administrative, billing, and treatment purposes. However, there may 

be instances where you need to quickly admit a patient. 

In this lesson, you will quick register a patient, view the Select Patient Window and 

explore Demographics. 

To view the Select Patient window and select an existing 

patient, you must have the following General Security rights: 

Administrative | General | View. 

To quick register a patient, you must also have the following 

General Security rights: Administrative | New Patient | 

Modify. 

To change a patient’s home department, you must have the 

following General Security rights: New Patient | Admin 

rights.


Notes 

Selecting Patient Window Views 

The different views within the Select Patient window are used to select which 

information groupings to display. In this exercise, you will select different Select 

Patient window views. 

1. In the Tool Bar, click . 

Displays the Select Patient window, shown in Figure 1. 

Patient table that displays 

other information, such as 

dates of birth, account #s 

and status. 

Determines what displays 

in the Patient table. 

Opens a patient chart, register a patient, 

view information, or change status. 

Displays only active patients, only 

inactive patients, or all patients. 

Sorts Patient table by name or other identifiers, such as SSN. 

Figure 1: Select Patient Window 


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Lesson 1: Patient Registration 


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Notes Information groupings available: 

Demographics Displays patient-specific data (Gender, Address, 

Home/Work Phone numbers, Birth Date, and Social 

Security number). 

Admissions Displays patient admission information 

(Department, Inpatient status, Attending MD, 

Admit/Discharge dates, and Diagnosis Category). 

Displays referring physician information (Name, 

Practice, Address, and Phone number). 

Primary Payer Displays information about the patients’ primary 

payers (Name, Financial Class, Address, Phone 

number, and required Co-Pay Amount). 

Identifiers Displays all the patients’ ID numbers (IDA 

through IDF, and Social Security). The IDA 

through IDF field labels are configurable in the 

System Utilities. 

Default Displays only the patients’ names, IDA and IDB, 

birth date and chart statuses (clinical and 

administrative). 

2. Click next to the View field, then select Default. 

Displays the Default view of the Select Patient window, shown in Figure 2.


Notes 

3. Select other views from the View field. 

Figure 2: Default View 

Displays the view selected. Notice that the information that displays changes from 

view to view. 


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Notes 

Quick Registering a Patient 

When you quick admit a patient, you must provide information in the required fields. 

Required fields appear in red text. In this exercise, you will quick admit a patient. 

1. Click . 

Displays the Select Patient window. 

2. Click . 

Displays the NEW Patient Registration dialog box, shown in Figure 3. 

Figure 3: NEW Patient Registration Dialog Box – Name/ID/Personal Tab 

You can also display the NEW Patient Registration dialog 

box by clicking File | Register New Patient…., or pressing 

ALT+A. 

Required fields display in red text: Last, First, Birth Date, 

and Gender. 

The required fields in your system may differ from those 

used in this Training Guide. If additional fields are required, 

fill them in and continue. The fields have been configured by 

your site’s Administrator. 

3. In the tab, enter the patient’s last name, then press TAB on your 

keyboard to move to the next field.


Notes 4. Enter information in all required fields, then click 

Displays the Admission/Referral tab, shown in Figure 4. 

. 

Figure 4: NEW Patient Registration Dialog Box – Admission/Referral Tab 

All fields with red text are required fields. 

5. Enter appropriate information into all required fields, then click . 

Displays the No Duplicated Patients Found message box, shown in Figure 5. 

Figure 5: No Duplicate Patients Found Message Box 

6. To continue with the quick registration, click . 

Saves the information you provided. If you had clicked , the Patient 

Demographic Data dialog box would display, from which you would enter 

additional information. 

Either option may display the Information message box shown in Figure 6. 

Figure 6: Information Message Box 


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Notes 7. Click . 

Acknowledges that the patient is missing the form(s) listed, closes the Information 

message dialog box, then closes the NEW Patient Registration dialog box. 

Exploring Patient Demographics 

The Patient Demographics Data dialog box enables you to enter and maintain patient 

registration information. The information complements the data entered in the NEW 

Patient Registration dialog box. In the following exercises, you will explore the Patient 

Demographic Data dialog box. 

Displaying the Patient Demographic Data Dialog Box 

In this exercise, you will display the Patient Demographic Data dialog box. 

1. Click File | Demographics…. 

Displays the Patient Demographic Data dialog box for the currently selected 

patient, shown in Figure 7. 

Figure 7: Patient Demographic Data Dialog Box – Name/IDs/Personal Tab


Notes The Patient Demographics Data dialog box contains the following buttons: 

Using the Right-Click Option 

Displays the Admission/Referral Note window. 

This note is stored in the Patient Notes area and 

accessed by clicking eChart | Notes, then 

displaying the All Patient Notes view. 

Displays the Patient Note window. This note is 

stored in the Patient Notes area and accessed by 

clicking eChart | Notes, then displaying the All 

Patient Notes view. All notes are in both the File 

and eChart menus. 

Displays the Patient Log & Chart Activity 

window, which displays log entries that a patient 

has received: copies of their records, records sent 

to another office, permission granted to use the 

patient for marketing reasons, or when a chart is 

sent to another facility. Configuration is located in 

the System Utilities menu. 

Enables you to define the account number, class, 

domain, active and inactive dates, status, 

department and any comments about the account 

for a patient record. 

Many dialog boxes and windows in MOSAIQ enable you to perform actions. Use the 

right-click option to display additional options available. In this exercise, you will use 

the right-click option to display the Options menu of the Patient Demographic Data 

dialog box. 

1. Right-click anywhere in the Patient Demographic Data dialog box. 

Displays the Patient Demographic Data options, as shown in Figure 8. 

Figure 8: Patient Demographic Data Options 


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Notes The Patient Demographic Data Options menu contains the following 

components: 

Admit Note… Performs the same function as clicking . 

Pressing CTRL+N also displays the 

Admission/Referral Note. 

Patient Note… Performs the same function as clicking . 

Pressing CTRL+P also displays the Patient Note. 

Copy Relative From 

Patient 

Copy Relative From 

Emergency 

Copy Emergency From 

Patient 

Copy Emergency From 

Relative 

Copies information from the Home/Work tab to 

the fields on the Relative tab. Pressing CTRL+A 

also executes the copy. 

Copies information from the Emergency tab to 

the fields on the Relative tab. Pressing CTRL+E 


Copies information from the Home/Work tab to 

the fields on the Emergency tab. Pressing 

CTRL+T also executes the copy. 

Copies information from the Relative tab to the 

fields on the Emergency tab. Pressing CTRL+R 


Print Demographics Displays the Print dialog box. Use it with the 

Print Setup dialog box to specify your report 

destination, the number of copies you want to 

output, and printer settings. The Patient 

Demographic Data report contains all of the 

information entered in the Patient Demographic 

Data dialog box. 

PSDA Note… Performs the same function as clicking 

in the Home Care tab. Pressing 

CTRL+S also displays the Patient Self 

Determination Act Note. 

Patient Number History Displays all identifying numbers for a patient in 

chronological order as the numbers have been 

added or changed over time. The dialog box 

displays the start and end date for the particular 

set of numbers, as well as the 6 identifiers that 

are/were used for Patient IDs.


Notes 2. Click Admit Note…. 

Displays the Admission/Referral Note window. From this window, you can add 

information about the admission process, such as whether the patient had 

sufficient information about their insurance coverage. 

3. Close the Admission/Referral Note window, then close the Patient Demographic 

dialog box. 

Viewing the Name/IDs/Personal Tab 

You can display and edit the patient’s full name and the significant identification 

numbers your facility uses to manage patient information. You can assign a maximum 

of six different identification numbers (not including the patient’s social security 

number) to each patient. Additionally, you can display and edit the patient’s marital 

status, race, gender, and other personal information using the fields in this tab. In this 

exercise, you will view the Name/IDs/Personal tab of the Patient Demographic dialog 

box. 

1. Open the Patient Demographic Data dialog box. 

Displays the Name/IDs/Personal tab of the Patient Demographic Data dialog 

box. 

The Name/IDs/Personal tab contains the following features and components: 

Name Section Contains the following general fields: Last, First, 

Middle, Other, Salutation, and Suffix. 

Home Department If your installation has multi-department support, 

this field and the corresponding Select 

Department(s) button displays between the Name 

and IDs sections; otherwise, the field does not 

display. This field displays the department(s) to 

which the patient is assigned. If the patient is seen 

in more than one department, click 

to assign the patient to multiple 

departments. If the patient is assigned to all 

available departments, this field reflects Global. 

When registering a new patient, the home 

department defaults to the currently active 

department; however, you can edit this field. 

Displays the Department Browse window, 

enabling you to assign a patient to more than one 

department. Available departments are listed for 

selection. For Multi-Department configurations 

only. 


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Notes 

IDs Section The Label for each ID field is defined by your 

department administrator using Department 

Setup. 

MedRc Specifies the patient’s Medical Record number, or 

their Primary (IDA). 

Acct# Displays if the patient has an identifier given to 

them by a medical facility, hospital, etc. 

RadOn Displays if the patient has an identifier given to 


MedOn Displays if the patient has an identifier given to 


Personal Section 

Birth Date Specifies the patient’s date of birth as entered in 

the NEW Patient Registration dialog box, but you 

can modify this field. Based on the birth date you 

enter, the patient’s age is automatically calculated 

and entered in the Age field. The default format is 

Month/Day/Year. 

Birth Place Specifies the patient’s place of birth. 

SSN Specifies the patient’s Social Security number for 

your records; the field only accepts a nine-digit 

numerical entry. 

Race Specifies the patient’s race for statistical purposes. 

Click to display a list of entries. 

Gender Identifies the patient as either Male or Female for 

statistical purposes. Click to display a list of 

entries. 

Religion Specifies the patient’s religion for statistical 

purposes. Click to display a list of entries. 

Marital Status Specifies the patient’s marital status for statistical 

purposes. Click to display a list of entries. 

Children Specifies the number of children for the patient. 

Language Specifies the language spoken by the patient. Click 

to display a list of entries.


Notes Viewing the Admissions Tab 

You can display and edit the patient’s admission information, important dates, the 

physician in charge, and other admission information within this tab. In this exercise 

you will view the Admissions tab of the Patient Demographic Data dialog box. 

1. From the Patient Demographic Data dialog box, click . 

Displays the Admission tab of the Patient Demographic Data dialog box, shown 

in Figure 9. 

Figure 9: Patient Demographic Data Dialog Box – Admission Tab 

The Admissions tab contains the following features and components: 

Diagnosis 1 – 4 Section Specifies the diagnosis or diagnoses for which the 

patient was admitted. Click to 

display the Diagnosis and Problem List dialog 

box, then click to display the Diagnosis 

dialog box, which contains data fields that accept 

various facts about the patient’s disease. The only 

required field is Diagnosis. After selecting a 

Diagnosis Code Group, the codes specific to the 

selected group display. Although this is the only 

required field, the category field is beneficial when 

it comes to running reports by diagnosis or similar 

items. 


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Notes Admit/Registration Date Displays the date of admission/registration. The 

system automatically provides this field when the 

NEW Patient Registration dialog box is recorded. 

If necessary, you can edit the date. 

Previous Therapy If applicable, enter the date of the patient’s last 

therapy. 

Admit/Registration Time Displays the time of admission/registration. The 

system automatically provides this field when the 

NEW Patient Registration dialog box is recorded. 

If necessary, you can edit the time. 

Discharge Date Specifies the date the patient was discharged. 

Transportation Contains a list from which you can select a mode 

of transportation for the patient. You can only 

enter a means of transportation that is defined in 

the Transportation window. To add or edit items 

in the window, select and then use 

the Add, Change, or Delete buttons. Note that if 

you do not have the correct security rights, the 

option to does not display. 

Expired Date Specifies the patient’s date of death. 

Inpatient Indicates that the patient is an inpatient. By 

checking Inpatient in the Patient Demographic 

Data dialog box, all forms in MOSAIQ with an 

Inpatient checkbox, such as on the Code Capture 

dialog box, have the checkbox checked by default. 

Room/Bed Specifies the patient’s room and bed numbers if 

the Inpatient checkbox is checked. 

Nursing Unit Specifies the nursing unit where the patient is 

assigned. 

Staff Section 

Attending Physician Displays the patient’s primary Radiation 

Oncologist (for this department), as entered in the 

first Attending Physician field on the Attending 

tab. You cannot edit this field, but you can change 

it in the corresponding field from the Attending 

tab.


Notes Dept For multi-department installations, displays the 

department for which the Attending Physician is a 

member. If the physician is assigned a department 

status of global, then Global displays. You cannot 

edit this field. 

Admitting Physician Identifies an admitting physician. Click and 

select a physician from the External Directory. 

After selecting a physician, the corresponding 

referral information (that is, work and fax phone 

numbers, address, and specialty) automatically 

display. 

Viewing the Attending Tab 

Resident Displays the Physician Directory, from which you 

can select the resident physician for this patient. 

Nurse Displays the Staff Directory, from which you can 

select the nurse assigned to this patient. 

The Attending tab enables you to add information about the attending and referring 

physicians. In this exercise, you will view the Attending tab of the Patient 

Demographic Data dialog box. 

1. In the Patient Demographic Data dialog box, click . 

Displays the Attending tab of the Patient Demographic Data dialog box, shown in 

Figure 10. 

Figure 10: Patient Demographic Data Dialog Box – Attending Tab 


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Notes The Attending tab contains the following features: 

Dept Specifies the physician’s department. For multidepartment 

facilities, click the arrow next to each 

Dept field for a list of department abbreviations. 

This feature enables you to designate an MD as 

department-specific. Global is associated with all 

departments. 

Attending Physician Identifies the patient’s attending physician(s) (at 

least one physician must be entered). Click , 

then select the appropriate physician from the 

Physician Directory. If you need to add a 

physician to the Physician Directory, your system 

administrator must add the physician’s name and 

UPIN to the Staff Directory. The physician you 

define as the patient’s attending physician has 

overall responsibility within the associated 

department for the care of the patient. 

Referring Internal or 

External MD 

Viewing the Referral Tab 

Identifies the patient’s referring internal or 

external physician (as appropriate). Click and 

select either Internal Staff or External Physician 

from the menu, and then select the referring 

physician from the displayed directory. 

The Referral tab enables you to enter referring physicians and facilities. Corresponding 

referral information automatically displays (that is, work and fax phone numbers, 

address, and specialty information). In this exercise, you will view the Referral tab of 

the Patient Demographic Data dialog box. 


Displays the Referral tab of the Patient Demographic Data dialog box, shown in 

Figure 11. 

All Physician fields automatically display the physician’s 

specialty in navy text next to the drop-list arrow button.


Notes 

Figure 11: Patient Demographic Data Dialog Box – Referral Tab 

The Referral tab contains the following features: 

Primary Physician Identifies a primary MD. Click and select a 

physician from the External Directory. You 

cannot edit the label of the Primary Physician field 

from Department Setup. 

Referring Physician Identifies a referring MD. Click and select a 

physician from the External Directory. You can 

edit the label of the Referring Physician field from 

Department Setup. 

Other MD 1/MD 2 Identifies the patient’s surgical oncologist, if 

appropriate. Click and select a physician from 

the External Directory. You can edit the label of 

the Other MD1 field from Department Setup. 

Referring Facility Identifies a referring facility. Click and select a 

facility from the External Directory. 

Referred To Facility Identifies a facility to which the patient has been 

referred. Click and select a facility from the 

External Directory. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Viewing the Home/Work Tab 

You can display and edit the patient’s home and work address, phone number(s), and 

other information using this tab. In this exercise, you will view the Home/Work tab of 

the Patient Demographic dialog box. 


Displays the Home/Work tab of the Patient Demographic Data dialog box, 

shown in Figure 12. 

Figure 12: Patient Demographic Data Dialog Box – Home/Work Tab 

The Home/Work tab contains the following features: 

Patient’s Home Address/ 

Phone Section 

Patient’s Work Address/ 

Phone Section 

Address 1 & 2/City/State/ 

Postal/Country 

Specifies the patient’s home address and 

home/mobile/fax number(s). 

Occupation Specifies the patient’s occupation. 

Employer Specifies the patient’s employer. 

Specifies the address of the patient’s employer. 

Phone/Ext Specifies the patient’s work phone number and 

extension.


Notes 

Viewing the Alternate Address Tab 

Patients may require their correspondence be forwarded to an address other than their 

home address. You must check the Use Alternate Address checkbox. Alternate addresses 

print in reports and display on the Appointment Slip as well as the Patient Facesheet. 

In this exercise, you will view the Alternate Address sub-tab of the Patient 

Demographic Data dialog box’s Home/Work tab. 

1. In the Home/Work tab of the Patient Demographic Data dialog box, click 

. 

Displays the Alternate Address sub-tab of the Patient Demographic dialog box, 


Figure 13: Patient Demographic Data Dialog Box – Home/Work Tab/ 

Alternative Address Tab 

Viewing the Relative Tab 

The Relative tab enables you to enter and edit the contact information of a spouse 

and/or other relative(s) of the patient. In this exercise, you will view the Relative tab 

of the Patient Demographic Data dialog box. 

1. Click . 

Displays the Relative tab of the Patient Demographic Data dialog box, shown in 

Figure 14. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 14: Patient Demographic Data Dialog Box – Relative Tab 

The Relative tab contains the following features: 

Relationship Designates the relationship to the patient. Click 

to display a list of acceptable entries. 

Last/First Name Specifies the last name and first name of the 

patient’s relative. 

Relative’s Home 

Address/Phone 

Relative’s Work 

Address/Phone 

Specifies the relative’s home address and 

home/work phone numbers. If the relative has 

the same address as the patient, the relative’s 

home address/phone information can be copied 

from the Home/Work tab by right-clicking (or 

pressing F4), then clicking Copy Relative From 

Patient. If the relative is also the emergency 

contact for the patient, the relative’s home 

address/phone information can be copied from 

the Emergency tab by right-clicking (or pressing 

F4), then clicking Copy Relative From 

Emergency. 

Specifies the relative’s occupation, employer, 

address of the relative’s employer, and work 

phone number and extension.


Notes 

Viewing the Emergency Tab 

You can enter and edit the patient’s emergency contact information from the 

Emergency tab. In this exercise, you will view the Emergency tab. 


Displays the Emergency tab of the Patient Demographic Data dialog box, shown 

in Figure 15. 

Figure 15: Patient Demographic Data Dialog Box – Emergency Tab 

The Emergency tab contains the following features: 

Relationship Identifies the emergency relationship to the 

patient. Click to display a list of acceptable 

entries. 

Last/First Name Specifies the last name and first name of the 

patient’s emergency contact. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes Emergency Contact’s 

Address/Phone 

Viewing the Home Care Tab 

Specifies the emergency contact’s address and 

phone numbers. If the emergency contact has the 

same address/phone as the patient, you can copy 

the emergency contact’s address/phone 

information from the Home/Work tab by rightclicking 

(or pressing F4), then clicking Copy 

Emergency From Patient. If the emergency 

contact is also the designated relative of the 

patient, you can copy the emergency contact’s 

address/phone information from the Relative tab 

by right-clicking (or pressing F4), then clicking 

Copy Emergency From Relative. 

The Home Care tab is essentially a contact sheet for patients in hospice care. 

Additionally, you can enter Pharmacy and Patient Self-Determination Act (PSDA) 

information in this tab. In this exercise, you will view the Home Care tab of the 

Patient Demographics Data dialog box. 

1. In the Patient Demographic dialog box, click . 

Displays the Home Care tab of the Patient Demographic Data dialog box, shown 

in Figure 16. 

Figure 16: Patient Demographic Data Dialog Box – Home Care Tab


Notes The Home Care tab contains the following features and components: 

Home Care/Hospice 

Section 

Facility Displays the appropriate facility from the External 

Directory. Phone, fax, contact, and facility address 

information automatically provided. 

Medical Director Displays the appropriate staff member from the 

Internal Staff or External Physician directory. 

Pharmacy Section 

Nurse Displays the appropriate staff member from the 


Social Worker Displays the appropriate staff member from the 


Pharmacy Facility Displays the appropriate pharmacy from the 

Facilities directory. Phone, fax, and address 

information automatically provided). 

Patient Self 

Determination Act 

(PSDA) Section 

Pharmacist Displays the appropriate pharmacist from the 


Staff who gave patient 

PSDA info 

Date patient given PSDA 

info 

Viewing the Billing Tab 

Displays the appropriate staff member from the 

Staff Directory. 

Displays the date the patient was informed of 

PSDA. 

Adds a PSDA Note. 

Information entered on this tab applies to the Medical Billing feature only. Please refer 

to the Medical Billing training guide for additional information. In this exercise, you will 

view the Billing tab of the Patient Demographic Data dialog box. 


Displays the Billing tab of the Patient Demographic Data dialog box, shown in 

Figure 17. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 17: Patient Demographic Data Dialog Box – Billing Tab 

Printing the Demographics Data Report 

The Patient Demographic Data report contains all of the information entered in the 

Patient Demographic Data dialog box. In this exercise, you will print the 

Demographics Data report. 


Displays the Options menu for the Patient Demographic Data dialog box. 

2. Click Print Demographics. 

Displays the Patient Demographics dialog box, shown in Figure 18.


Notes 

Figure 18: Patient Demographics Dialog Box 

The Patient Demographics dialog box contains the following features and 

components: 

Patient Group 

Print Additional Details 

3. Click . 

Current Uses data for the current patient selected. 

Other Tags patients from the Patient List to get data for 

the report. 

Selects all options for use in the report. 

Deselects all options. 

Displays the Print dialog box, shown in Figure 19. 

Figure 19: Print Dialog Box 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes The Print dialog box contains the following features and components: 

Screen Specifies the report output to your computer 

monitor. 

Printer Specifies report output to a printer. 

File Specifies report output to a file. 

Displays the standard Windows Print Setup dialog 

box enabling you to specify the printer. 

4. Select the appropriate Print Report radio button, then click . 

Prints the report. 

What’s Next 

In this lesson, you learned how to quick register a patient and configure the views on 

the Select Patient window. In addition, you explored the Patient Demographic Data 

dialog box, and printed patient demographics information. Use the Quick Version as a 

concise, systematic guide when you must quickly apply any of the skills learned in this 

lesson, or if you simply want to reinforce what you have learned. In the next lesson, 

you will learn how to enter and affirm a diagnosis and set code capture sequences.


Notes 

The Quick Version 

Selecting Patient Views 

1. In the Tool Bar, click . 

2. Click next to the View field, then select Default 

3. Select other views from the View field. 

Quick Registering a Patient 

1. Click . 

2. Click . 

3. In the tab, enter the patient’s last name, then press TAB on your 

keyboard to move to the next field. 

4. Enter information in all required fields, then click , shown in Figure 

4. 

5. Enter appropriate information into all required fields, then click . Text in 

red are required fields. 

6. To continue with the quick registration, click . 

7. Click . 

Exploring Patient Demographics 

1. Click File | Demographics…. 

Using the Right Click Option 

1. Right-click anywhere the Patient Demographic Data dialog box. 

2. Click Admit Note…. 

3. Close the Admission/Referral Note window, then close the Patient Demographic 

dialog box. 

Viewing the Name/IDs/Personal Tab 

1. Open the Patient Demographic Data dialog box. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes Viewing the Admissions Tab 


Viewing the Attending Tab 


Viewing the Referral Tab 


Viewing the Home/Work Tab 


Viewing the Alternate Address Tab 

1. In the Home/Work tab of the Patient Demographic Data dialog box, click 

. 

Viewing the Relative Tab 

1. Click . 

Viewing the Emergency Tab 


Viewing the Home Care Tab 

1. In the Patient Demographic dialog box, click . 

Viewing the Billing Tab 


Printing the Demographics Data Report 


2. Click Print Demographics. 

3. Click . 

4. Select the appropriate Print Report radio button, then click .


Notes 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Lesson 2 Patient Diagnosis 

Objectives 


• Access Diagnosis and Intervention 

• Enter and Affirm a Basic Diagnosis 

• Set the Code Capture Sequence 

A primary diagnosis is necessary in order to prescribe a treatment plan for a patient. 

MOSAIQ allows for this diagnosis and other related cancer and non-cancerous 

diagnoses for all patients. All diagnoses must be affirmed in the system and it is up to 

the policies defined in your own department to determine to whom this duty is 

designated. 

In this lesson, you will add a patient diagnosis, affirm the diagnosis, and set the Code 

Capture Sequence. 

To view the Diagnoses and Interventions window, Diagnoses 

and Problem List dialog box, as well as the Oncology 

Diagnosis dialog box, you must have Clinical | General | 

View rights. 

To enter and affirm a diagnosis, as well as set the Code 

Capture Sequence, you must also have Clinical | 

Diag/Staging | Modify rights.


Notes 

Using the Diagnoses and Interventions Window 

Before you can create a course or radiation prescription, your patient must have a 

primary diagnosis entered and affirmed. In the following exercises, you will view a 

patient diagnosis, enter and affirm a diagnosis, and set the code capture sequence. 

Viewing a Patient Diagnosis 

In this exercise, you will view a patient diagnosis. 

1. Open the chart of an existing patient, then click eChart | Diagnosis and 

Interventions…. 

Displays the Diagnoses and Interventions window, shown in Figure 20. 

2. Click . 

Figure 20: Diagnoses and Interventions Window 

Displays the Diagnoses and Problem List dialog box, shown in Figure 21. 


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Lesson 2: Patient Diagnosis 


LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 21: Diagnoses and Problem List Dialog Box 

3. Double-click an existing diagnosis, or select the diagnosis, then click . 

Displays the Oncology Diagnosis dialog box for the selected diagnosis, shown in 

Figure 22. 

Figure 22: Oncology Diagnosis Dialog Box


Notes 4. Close the Oncology Diagnosis dialog box. 

Entering a Diagnosis 

Not only can you review a diagnosis, you can also add a new diagnosis. In this 

exercise, you will enter a patient diagnosis. 

1. Open a patient chart, display the Diagnoses and Interventions window, then click 

. 

Displays the Diagnoses and Problem List dialog box. 

2. Click . 

Displays the Oncology Diagnosis dialog box, shown in Figure 23. 

Figure 23: Oncology Diagnosis Dialog Box 

The Oncology Diagnosis dialog box contains the following features and 

components: 

Diagnosis Display Displays the Initial Date of the diagnosis, Stage, 

Laterality, Morphology, and Distant Metastases. 

Confirms the diagnosis. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes Initial Dx Date Indicates the date of diagnosis for the course of 

therapy. This should be the date the primary 

cancer was first diagnosed. Do not change this 

date if a later biopsy or cytology provides 

confirmation of clinical diagnosis. The date you 

enter in this field determines the order in which 

diagnoses display in the Diagnoses and 

Interventions window. 

Consult Date Indicates the date of the consult. By default, the 

system enters the current date; however, you can 

modify this field. 

Inactive Date Displays the date when the diagnosis becomes 

inactive. Default is blank when the diagnosis is 

active. 

Diagnosis Type Indicates the diagnosis type: New Primary, Related, 

Restage, Recurrent, and Residual. You must enter a 

Primary diagnoses before entering another 

Diagnosis Type. If you enter a non-cancer 

Diagnosis code in the Diagnosis dialog box, the 

cancer-related fields are disabled in the Diagnoses 

and Interventions window. If you enter a cancer 

diagnosis code, it activates all cancer-related fields 

in the Diagnoses and Interventions window. 

When you double-click diagnosis or click 

Change in the Diagnoses and Interventions 

window, the less detailed view displays 

automatically, indicating that diagnosis type is 

non-cancer. 

Wait Code Specifies a wait code that tracks and displays the 

elapsed time from a patient’s initial referral to 

their first treatment. Click to display the Wait 

List Codes window, then select the appropriate 

Wait Code configured by your department. 

Category Specifies the general broad category of disease for 

the primary cancer site. Click to display the 

Diagnosis Category window, then select a userdefined 

staging category (site). 

Displays the Patient Flowsheet window, to view 

the Tumor Marker data from the Laboratory tab. 

This button is only available if the diagnosis 

entered in the Diagnosis field is a cancer diagnosis 

code.


Notes Diagnosis Specifies a Diagnosis Code Group and ICD 

Code/Description for the diagnosis. Click to 

display the Select Diagnosis Code window, select 

the Diagnosis Code Group, then select the 

specific diagnosis code. This is a required field. 

Tumor Marker Specifies Tumor Marker results pertaining to the 

specified diagnosis. 

Confirm Indicates the method by which the malignancy 

was confirmed. Click to select the diagnosis 

confirmation method. 

Laterality Specifies the tumor position. Laterality refers to 

the side of the body and applies to the primary 

site only. Disease sites where laterality is not 

applicable such as for prostate, should be 

recorded as Not a paired site. 

User Code2 If the database diagnosis table is set up following 

vendor convention, displays the corresponding 

WHO ICD-O-3 code for the ICD-9-CM code 

entered in the User Code/User Code2 field. This 

field only displays if the ICD-9-CM code group 

entered falls within the range 140 through 239. 

This field does not display for non-cancer 

diagnoses. 

Stage Specifies the tumor stage grouping (Carcinoma in 

situ is categorized Stage 0; cases with distant 

metastasis are categorized Stage IV). 

Morphology Specifies a Morphology Group and 

Code/Description. Click to display the Select 

Morphology window, select the Morphology 

Group, then select the specific morphology code. 

The fifth digit of the morphology code is the 

behavior code. Behavior should be coded as 

malignant (3) if any invasion is present. This field 

does not display for non-cancer diagnoses. 

HP/Grade Specifies the grade (or differentiation) of the 

tumor. The grade should describe the 

resemblance of the tumor to normal tissue, with 

grade 1 being the most like normal tissue. When 

the pathology report lists more than one grade of 

tumor, specify the highest grade. 

Gleason Score Specifies the grade or degree of aggressiveness of 

the patient’s prostate tumor(s). 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes Distant Mets Specifies up to three different areas containing 

metastases. Enter the site(s) of distant metastases 

identified at initial diagnosis and work-up. 

T Specifies the T staging factor, which evaluates the 

size and extent of the primary tumor. 

N Specifies the N staging factor, which describes the 

absence or presence and extent of regional lymph 

node metastasis. 

M Specifies the M staging factor, which describes the 

absence or presence of distant metastasis (enter 

the less advanced category when there is any 

uncertainty). 

Adding numbers to these three components 

indicates the extent of the malignant disease, thus 

showing a corresponding progressive increase in 

tumor size or involvement (T0-T4, N0-N3, and 

M0, M1). 

Enables you to automatically determine the 

staging of a patient’s cancer based on the 

information entered in the T, N, and M fields. 

Tumor Size 1-3 Specifies the tumor size (in the largest dimension, 

or the diameter of the tumor) for up to three 

tumors. You can also enter additional information 

in the text fields to the right of the Unit field for 

each tumor. 

Decimals should be rounded to the nearest tenth 

(3.21 cm = 3.2 cm, and 2.16 cm = 2.2 cm). When 

a tumor has both in situ and invasive 

components, record the size of the invasive 

component only. 

Stage Basis Specifies how the tumor was staged: Clinical, 

Pathologic, or None; however, you can use to add custom choices. 

Direct Ext Specifies a description of any direct extension of 

the tumor to the surrounding tissue. 

Displays the shortened, non-oncology related 

dialog box for viewing/entering a patient’s 

diagnosis data.


Notes Lymph Invade Specifies the extent of lymphatic system invasion. 

Standard choices are 0, 1, 2, and X; however, you 

can use to add custom choices. 

Venous Invade Specifies the extent of venous system invasion. 

Standard choices are 0, 1, 2, and X; however, you 

can use to add custom choices. 

Reg Nodes Exm Specifies the number of regional nodes that are 

surgically removed and examined. 

Positive Nodes Specifies the number of surgically removed 

regional nodes examined, which came back 

positive for disease. 

Close Display Folder Specifies if the diagnosis is closed and to indicate 

this status in the Diagnoses and Interventions 

window. 

3. Enter all relevant patient information. 

Adds the patient’s diagnosis information. Only Diagnosis is required. 

4. Click . 

Adds the diagnosis, closes the Oncology Diagnosis dialog box, then returns to the 

Diagnoses and Problem List dialog box. 

Affirming a Diagnosis 

Before you can create the patient’s course of treatment, you must affirm the diagnosis. 

In this exercise, you will affirm a patient diagnosis. 

1. Open the Diagnoses and Problem List dialog box, then double-click the diagnosis 

you just created (or another diagnosis that has not yet been affirmed). 

Displays the Oncology Diagnosis dialog box, shown earlier in Figure 23. 

2. Click . 

Affirms the diagnosis. The State field changes to Affirmed, and displays below the 

Note button, as shown in Figure 24. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 24: Oncology Diagnosis Dialog Box – Affirmed State 

Using the Code Capture Sequence 

The Code Capture Sequence section displays in the lower pane of the Diagnoses and 

Problem List dialog box. You can drag-and-drop up to four diagnoses from the parent 

list to the Code Capture Sequence list. You can also use the Up/Down arrows to 

sequence the diagnoses in the required billing order as they should appear on the Code 

Capture dialog boxes. In this exercise, you will set the Code Capture Sequence. 

1. Click eChart | Diagnosis and Interventions…. 

Displays the Diagnoses and Interventions window. 

2. Click . 

Displays the Diagnoses and Problem List dialog box. 

3. Check . 

Diagnosis affirmed 

Displays the Code Capture Sequence list in the lower pane of the dialog box, 


Figure 25: Code Capture Sequence Section


Notes 

The Code Capture Sequence list contains the following features and components: 

Dx Date Displays the date the diagnosis was given. 

Dx Displays the diagnosis ICD-9 or ICD-10 code. 

Description Displays a description of the patient’s diagnosis. 

Inactive Date Displays the date the diagnosis is made inactive. 

State Displays either Imported, Entered or Affirmed. 

Displays Imported when the diagnosis was 

imported from either HL7 or ESI interface. 

Displays Entered when the diagnosis was entered 

into MOSAIQ in one of the following windows: 

Diagnoses and Interventions, Demographics, 

New Patient Registration, Code Capture and 

Multi-Code Capture. 

Source Displays the source from which the diagnosis was 

created. One of the following displays: External 

Interface, D and I, Code Capture, or Administrative. 

List Order 

What’s Next 

Sorts the required billing order, as they should 

appear on the Code Capture form. 

In this lesson, you learned how to view Diagnosis and Interventions, as well as enter 

and affirm a basic diagnosis. In addition, you explored code capture sequencing. Use 

the Quick Version as a concise, systematic guide when you must quickly apply any of 

the skills learned in this lesson, or if you simply want to reinforce what you have 

learned. In the next lesson, you will learn how to use the Code Capture dialog boxes, 

capture codes from a schedule, and manage charges. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 


Viewing a Patient Diagnosis 

1. Open the chart of an existing patient, then click eChart | Diagnosis and 

Interventions…. 

2. Click . 

3. Double-click an existing diagnosis, or select the diagnosis, then click . 

4. Close the Oncology Diagnosis dialog box. 

Entering a Diagnosis 

1. Open a patient chart, display the Diagnoses and Interventions window, then click 

. 

2. Click . 

3. Enter all relevant patient information. 

4. Click . 

Affirming a Diagnosis 

1. Open the Diagnoses and Problem List dialog box, then double-click a diagnosis 

that is not yet affirmed. 

2. Click . 

Using the Code Capture Sequence 

1. Click eChart | Diagnosis and Interventions…. 

2. Click . 

3. Check .


Notes 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Lesson 3 Code Capture 

Objectives 


• Use Single Code Capture 

• Capture Codes from a Schedule 

• Use Multi-Code Capture 

• Manage Charges 

You can capture codes (charges) from a number of locations within MOSAIQ. 

In this lesson, you will capture codes manually, and from the schedule. You will also 

manage charges, and learn how to use the Multi-Code Capture feature. 

To view the Code Capture and Multi-Code Capture dialog 

boxes, as well as view the Code Capture Summary windows, 

you must have the following General Security rights: 

Administrative | Code Capture | View. 

To capture charges from any location in MOSAIQ, you must 

also have the following General security rights: 

Administrative | Code Capture | Modify. 

To delete a captured code, you must have the following 

General Security rights: Administrative | Charge Capture | 

Admin. 

To configure Super Bills, Charge Panels, and Weekly 

Treatment Audit, you must have the following General 

security rights: Admin | Administrative | View and Modify.


Notes 

Using Single Code Capture 

The Code Capture dialog box is the method used to capture procedures and supplies 

as charges or as productivity. It is also an electronic record containing all of the 

information you enter about the procedure performed or the supply used. In this 

exercise, you will use the Code Capture dialog box to capture a single code 

1. Open the chart for your lesson patient. 

2. Click Code Mgmt | Patient Code Summary…. 

The Posting and Posting Errors options in the Code Mgmt 

menu only display if your facility has the Medical Billing 

feature. 

Displays the Code Capture Summary window, shown in Figure 26. 

Figure 26: Code Capture Summary Window 


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Lesson 3: Code Capture 


LTGMSQ0002/1.0/26-Jun-2007 

Notes The Code Capture Summary window displays charges captured for the current 

patient. 

3. Click . 

Displays the Code Capture dialog box, shown in Figure 27. 

You can bypass the Code Capture Summary window, and 

display the Code Capture dialog box by clicking in the 

Tool Bar or clicking Code Mgmt.| Code Capture…. 

Figure 27: Code Capture Dialog Box 

The Code Capture dialog box is used to enter data for the charge to capture. 

Notice that many of the fields are already filled in for you based on the current 

patient information. When the patient chart is not opened, you must fill in all 

required fields (red text). 

4. Click next to the Code field. 

Displays the Select Code dialog box, shown in Figure 28.


Notes 

Figure 28: Select Code Dialog Box 

5. Select Follow Up in the Group column, then double-click Follow Up Appt in the 

Description column. 

Enters the activity code in the Code field. 

6. Click . 

Captures the code, then returns to the Code Capture Summary window. Notice 

that the code you captured displays. 

7. Click . 

User defined groups User defined codes and 

descriptions 

Closes the Code Capture Summary window. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Capturing Codes from the Schedule 

You can capture codes directly from any schedule, including the Daily Master, Patient, 

Staff, Location, and Multi-Resource schedules and Daysheets. This eliminates the need 

to enter any information in the Code Capture dialog box manually. In this exercise, 

you will capture codes from the schedule. 

In this exercise, you will use the Daily Master Schedule for 

simplicity. Most often, you will capture codes from your 

Location or Staff schedules. 

1. Click Schedule | Daily Master…. 

Displays the Daily Master Schedule for the current date. 

2. Right-click within the window, click Go to Date…, then adjust the date for the 

Daily Master Schedule to 5/23/96. 

Displays the Daily Master Schedule for May 23, 1996, as shown in Figure 29. 

Figure 29: Daily Master Schedule – Date Changed 

3. Right-click an appointment that does not have a C in the Status column. 

Displays the Daily Master Schedule options menu, shown in Figure 30.


Notes 

4. Click Capture Only…. 

Figure 30: Daily Master Schedule Options Menu 

Displays the Code Capture dialog box. Notice that most of the fields are 

automatically filled in for you based on the activity for the selected appointment. 

5. Click . 

Captures the code, then returns to the Daily Master Schedule window. Notice that 

C displays in the Status column next to the selected appointment. 

6. Click . 

Closes the Daily Master Schedule window. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Using Multi-Code Capture 

Multi-code capture enables you to capture multiple procedure or supply codes for a 

patient at one time. Since many procedures in a facility involve multiple procedures or 

supplies, you can use Multi-Code Capture to display and capture them all at once. In 

the following exercises, you will view Multi-Code Capture, then capture multiple codes 

using the Super Bills and Charge Panels features. 

By default, MOSAIQ is programmed to open a single-code 

capture window from the schedule; however, you can 

configure to open a multi-code capture window instead. To 

access this option, click File | System Utilities | Department 

Setup, navigate to the Administrative tab, then click 

. You can configure the staff or location 

schedule to open either the single-code or multi-code capture 

screen, which overrides the setting in Department Setup. 

Viewing Multi Code Capture 

The Multi-Code Capture dialog box simplifies the code capture process. Instead of 

displaying a Code Capture dialog box for each separate code, you can capture all 

necessary codes in one dialog box. In this exercise, you will view the Multi-Code 

Capture dialog box. 

1. Make sure the chart is open for your lesson patient. 

2. Click Code Mgmt, then click Multi-Code Capture…, or click . 

Displays the Multi-Code Capture dialog box, shown in Figure 31.


Notes 

Super Bills tab view Group Names Codes 

Figure 31: Multi-Code Capture Dialog Box 

By default, the Super Bills tab view displays categories and codes. You can 

configure each tab in System Utilities. Categories or code groups are selected in 

blue and followed by associated codes. 

If an item from the Super Bills tab is captured for the 

current patient within the selected date range, a checkmark 

appears next to the item and the code displays in the 

summary panel. 

The Multi-Code Capture dialog box contains the following fields and options: 

Primary Payer Displays the primary payer defined for the patient. 

Patient Specifies the patient for which you are capturing 

codes. 

From Date Specifies the starting date if you are capturing 

codes for a range of dates. If you are capturing 

codes for a single date, leave this field blank. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes To Date Specifies the date to capture the codes. This field 

defaults to the current date. If you are capturing 

codes for a range of dates (such as for a weekly 

management charge), this date is the end date in 

conjunction with the From Date field. 

Time Specifies the time to capture codes. This field 

defaults to the current time. 

MD Specifies the physician for which you are 

capturing codes. This field defaults to the patient’s 

attending physician. 

Inpatient Indicates if the patient is an inpatient medical or 

radiation oncology patient while billing for this 

service. This information is taken from the 

patient’s demographic record. 

Location Specifies the location where services performed. 

Auth Num Specifies the insurer authorization number if 

required. If you have purchased the 

Authorizations package, the button 

displays. 

Displays the Authorizations window, which lists 

authorization numbers assigned to the patient. 

You can add, edit, and delete from this window. 

Facility Specifies the facility where services performed. 

Diagnoses Specifies up to four diagnoses for each charge. 

Diagnoses listed in these four fields are associated 

with any captured codes. Note that when you 

capture each charge, you can associate it with 

different diagnoses from other charges. 

Update Code Capture 

Sequence 

Updates the sequence of patient diagnoses to 

reflect the appropriate billing order in the 

Diagnoses and Problem List dialog box. 

Billing Comments Specifies any comments about the codes. 

Department Specifies the department where the charges 

occurred. This field defaults to the department 

specified in the IMPAC.INI file. Note that the 

department is workstation specific. 

Codes Displays internal hospital or HCPCS codes.


Notes Group Codes Captures the codes as a common group (for 

example, if you want the codes to appear on the 

same claim). Only Medical Billing sites use this 

feature. 

Auto Tab Displays all charges associated with orders that 

have been approved and completed within eChart 

for the current date. 

Super Bills Tab Displays procedures and supplies which you can 

use to manually capture multiple codes at one 

time. 

Charge Panels Tab Displays configured charge groups that can 

contain several component charges, which must 

be listed separately. For example, you can 

configure a Liver Function Panel so that you can 

capture all of the charges involved in a liver 

function panel separately in one easy step. 

Displays the selected codes to the list of codes 

captured for the specified date or date range and 

diagnoses. 

Displays the Diagnoses and Problem dialog box, 

which lists all the diagnoses for your patient. You 

can use this dialog box to enter diagnoses in the 

fields in the Diagnoses group or update the code 

capture sequence. The displayed diagnoses 

originate from patient demographics. The 

Diagnoses and Interventions window and 

previous code capture slips. 

Displays the MAR Treatment Summary dialog 

box, which lists the patient’s medication 

administration record. 

Captures the listed codes. 

Displays the Code Capture dialog box for the 

selected code, from which you can change any 

information about an individual code. 

Deletes the selected code from the list. 

Cancels capture of the selected codes. 

Expands the code listing so you can see all the 

columns at one time. The Auto and Super Bills 

tabs are removed when the code listing is 

maximized. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes Capturing Charges Using Super Bills 

You can capture codes from the Super Bills tab using the SPACEBAR. In this 

exercise, you will select codes and capture charges on the Super Bills tab of the Multi- 

Code Capture dialog box. In this exercise, you will capture charges using the Super 

Bills tab. 


2. Click Code Mgmt | Multi-Code Capture…. 

Displays the Multi-Code Capture dialog box with a view of the Super Bills tab. 

Notice the categories are selected and are followed by the associated codes. A 

displays next to any codes already captured. 

3. Under the LB1 – Laboratory 1 category, select AFP, then press the SPACEBAR. 

Highlights the selected code in green, indicating that the code is ready for capture. 

4. Under the LBI – Laboratory category, select AST SGOT, then press the 

SPACEBAR. 

Highlights the selected code in green. 

5. Click . 

Adds the code(s) you selected in this exercise to the summary panel, which is the 

unlabeled table on the right side of the Multi-Code Capture dialog box. Notice 

that the code(s) in the Lab tab is now shaded in gray, indicating they have been 

selected for capture. 

All required fields must be entered before selecting 

. 

Your Multi-Code Capture dialog box should look similar to Figure 32.


Notes 

Figure 32: Multi-Code Capture Dialog Box – Code Selected on the Super Bills 

Tab for Code Capture 

6. Click . 

Code selected for 

Code Capture. 

The captured codes display in gray. The codes also display 

in the Lab tab with a in the C column. 

Once the selected codes are added to the summary panel, 

you can adjust the quantity of each code by clicking the 

procedure/code and pressing the + or – keys on your 

keypad. You can also click the code in the summary panel, 

click , then adjust the quantity in the Days/Qty 

field on the General tab of the Code Capture dialog box. 

Captures the selected code. 

Summary panel displaying code 

for capture and already captured 

codes shaded in gray. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Configuring and Charging Using Charge Panels 

You can capture charges using the Charge Panels tab in the same way that you 

captured charges from the Super Bills tab. By default, the Charge Panels tab is not 

configured in the Practice database; therefore, you will have to configure charge panels 

before capturing codes. In the following exercises, you will configure the Charge 

Panels tab on the Multi-Capture Code dialog box, and capture codes using charge 

panels. 

Configuring Charge Panels 

You can configure charge panels specifically for simple or complex procedures that 

involve multiple supplies or charge codes. This enables you to add charges for a group 

of procedures quickly. In this exercise, you will configure the Charge Panel. 

1. Click File | System Utilities | Department Setup…, then click . 

Displays the Administrative tab of the Department Setup dialog box, shown 

Figure 33. 

Figure 33: Department Setup Dialog Box - Administrative Tab 

2. Click . 

Charge Panel Configuration Button 

Displays the Select Preference window, shown in Figure 34.


Notes 

3. Click . 

Figure 34: Select Preference Window - Charge Panel 

Displays the New Preference Name dialog box, shown in Figure 35. 

Figure 35: New Preference Name Dialog Box - Charge Panel 

4. Type Lung Complex, then click . 

Specifies the charge panel name and displays the Select CPTs for Charge Panel 

window, shown in Figure 36. 

Figure 36: Procedures Window - Charge Panel Configuration 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 5. Type SIM and locate the code for a 3D Simulator. 

Displays the first code of the SIM group. 

6. Select SIM 77295– Simulation 3 Dimensional, then press the SPACEBAR. 

Tags the code. 

6. Scroll through the list and tag the following items as you did in step 5: 

X77334 – Treatment Devices: Complex 

X77315 – Isodose Plan: Complex 

7. Click . 

Displays the codes within the Charge Panel Groups dialog box, shown in 

Figure 37. 

8. Click . 

Figure 37: Charge Panel Groups Dialog Box – Lung Patient 

Displays the Select Preference window. 

9. Click . 

Closes the window. 

You can click a procedure/code, and use the + and – signs 

on your numeric keypad to increase and decrease the 

quantity. Otherwise, they appear on the charge panel in the 

order displayed in the Charge Panel Groups dialog box.


Notes Editing Charge Panels 

From time to time, you may need to add or delete codes from a charge panel. In the 

following exercise, you will edit a charge panel. 

1. Click . 

Displays the Select Preference window. 

2. Select Lung Complex, then click . 

Displays the Charge Panel Groups dialog box. 

3. Click . 

Displays the Select CPTs for Charge Panel window. 

4. Select Brachytherapy: Unlisted, then click . 

Adds the code to the charge panel, then displays the codes within the Charge 

Panel Groups dialog box, shown in Figure 38. 

5. Click . 

Figure 38: Charge Panel Groups Dialog Box – Edit 

Saves your change, closes the Charge panel Groups dialog box, then returns to the 

Department Setup dialog box. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes Capturing Codes Using Charge Panels Tab 

You can add procedures and supplies from different categories then capture the 

various charges together. In this exercise, you will capture multiple codes using the 

Charge Panels tab. 

1. Click Code Mgmt | Multi-Code Capture. 

Displays the Multi-Code Capture dialog box. 

2. Click the tab. 

Displays the charges. 

3. Select Lung Complex. 

Displays the procedures/codes you configured in the previous exercise, shown in 

Figure 39. 

Figure 39: Multi-Code Capture Dialog Box – Charge Panel Tab 

4. Select Simulator 3D, then press the SPACEBAR. 

Selects and highlights the code in teal. 

5. Select Treatment Devices, then press the SPACEBAR. 

Selects and highlights the code in teal.


Notes 6. Press + on your numeric keypad three times. 

Specifies a quantity of three charges. 

7. Click . 

Adds the selected procedures/codes to the summary list. The procedures/codes 

display in gray, as shown in Figure 40. 

Figure 40: Multi-Code Capture Dialog Box – Records Selected 

8. Click . 

Selected Records 

Captures the selected codes. Notice that displays in the C column next to the 

codes, as shown in Figure 41. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 41: Multi-Code Capture Dialog Box – Codes Captured 

You can also double-click the Charge Panel Name to add all 

of the codes within that Charge Panel. 

Managing Charges 

Whenever you capture a code, it displays in the Code Capture Summary, where it is 

available for edit and review. In the following exercises, you will review, edit, and 

delete charges. 

Viewing the Charges 

Checkmark confirms code 

captured. 

To review an individual patient’s codes, use the Code Capture window (By Patient). In 

this exercise, you will review charges. 

1. Click Code Mgmt | Patient Code Summary.... 

Displays the Code Capture Summary window, shown in Figure 42.


Notes 

Editing the Charges 

Figure 42: Code Capture Summary Window 

To review codes for several patients over a specific date 

range, select By Date in the View field. 

Not only can you review charges, you can also change charge code information. In this 

exercise, you will edit a charge. 

1. Open the Code Capture Summary window, select a code, then click . 

Displays the Code Capture dialog box. 

2. Change the Days/Qty to 2, then click . 

Records the changes. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Deleting Unexported and Unposted Charges 

If a code is not yet exported or posted, you can delete it. In the following exercise, you 

will delete a charge. 

1. Select a code in the Code Capture Summary window, then click . 

Displays the Confirm Delete message box, as shown in Figure 43. 

2. Click to delete the code. 

Deletes the code. 

What’s Next 

Figure 43: Confirm Delete Message 

If a code was exported or posted, it cannot be deleted, it can 

only be voided. When a code is voided, a V displays in the 

status column of the Code Capture window. 

In this lesson, you learned how to use single code capture, capture codes from a 

schedule, use multi-code capture, and manage charges. Use the Quick Version as a 

concise, systematic guide when you must quickly apply any of the skills learned in this 

lesson, or if you simply want to reinforce what you have learned. In the next lesson, 

you will learn how to manage Quality Checklist.


Notes 


Using Single Code Capture 

1. Open the chart for your lesson patient. 

2. Click Code Mgmt | Patient Code Summary…. 

3. Click . 

4. Click next to the Code field. 

5. Select Follow Up in the Group column, then double-click Follow Up Appt in the 

Description column. 

6. Click . 

7. Click . 

Capturing Codes from the Schedule 

1. Click Schedule | Daily Master…. 

2. Right-click within the window, click Go to Date…, then adjust the date for the 

Daily Master Schedule to 5/23/96. 

3. Right-click an appointment that does not have a C in the Status column. 

4. Click Capture Only…. 

5. Click . 

6. Click . 

Viewing Multi Code Capture 


2. Click Code Mgmt | Multi-Code Capture…, or click . 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Capturing Charges Using Super Bills 



3. Under the LB1 – Laboratory 1 category, select AFP, then press the SPACEBAR. 

4. Under the LBI – Laboratory category, select AST SGOT, then press the 

SPACEBAR. 

5. Click . 

6. Click . 

Configuring Charge Panels 

1. Click File | System Utilities | Department Setup, then click . 

2. Click . 

3. Click . 

4. Type Lung Complex, then click . 

5. Type SIM and locate the code for a 3D Simulator. 

6. Select SIM 77295– Simulation 3 Dimensional, then press the SPACEBAR. 

6. Scroll through the list and tag the following items as you did in step 5: 

X77334 – Treatment Devices: Complex 

X77315 – Isodose Plan: Complex 

7. Click . 

8. Click . 

9. Click .


Notes 

Editing Charge Panels 

1. Click . 

2. Select Lung Complex, then click . 

3. Click . 

4. Select Brachytherapy: Unlisted, then click . 

5. Click . 

6. Click . 

Capturing Codes Using Charge Panels Tab 


2. Click . 

3. Select Lung Complex. 

4. Select Simulator 3D, then press the SPACEBAR. 

5. Select Treatment Devices, then press the SPACEBAR. 

6. Press + on your numeric keypad three times. 

7. Click . 

8. Click . 

Viewing the Charges 

1. Click Code Mgmt | Patient Code Summary.... 

Editing the Charges 

1. Open the Code Capture Summary window, select a code, then click . 

2. Change the Days/Qty to 2, then click . 

Deleting Unexported and Unposted Charges 

1. Select a code in the Code Capture Summary window, then click . 

2. Click to delete the code. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Lesson 4 Quality Checklists 

Objectives 


• Display Quality Checklist (QCL) by Patient, Due Date, Staff or Location 

• Use Quality Checklist Window Components 

• Manage Single Quality Checklist Items 

• Add Notes 

• Code Capture Using Quality Checklists 

• View Quality Checklist History 

• Manage Quality Checklist Groups 

• Create Reports 

The Quality Checklist (QCL) consists of tables of procedures, tasks, or activities that 

your department typically undertakes during the course of managing a patient. This 

may include gathering diagnostic films and pathology reports before consults, 

checking charts, dose, and portfilms each week during treatment and scheduling 

follow-up appointments. 

You can configure an unlimited number of quality checklist groups to use as standards 

for your operation. For example, you may want to design different checklists for 

different types of patients, treatments, or treatment protocols. Once these standard 

checklists (groups of action items) are configured, you can use the Checklist feature to 

assign one to a selected patient and tailor it to that patient, appending various 

checklists as the patient enters different phases of therapy. In addition to listing action 

items, the Checklist tracks the required and actual completion date of each item, as 

well as the requesting and/or responsible party. 

Therefore, you can display and print checklists by patient, responsible staff or required 

completion date. Checklist Security prevents users from deleting items without 

appropriate security rights. You can also view the Quality Checklist History (an audit 

trail) to see details of deleted and/or changed items. 

To view the Quality Checklists, you must have Quality 

Checklist | View rights. 

All subsequent actions, such as adding, editing, and deleting 

an item, require Quality Checklist | Modify rights. 

To delete items from any Quality Checklist view, you must 

have Quality Checklist | Admin rights.


Notes 

Viewing a Quality Checklist 

You can view quality checklists by patient, daily, staff, and location. You can apply an 

individual quality checklist item to a patient at any time after registering the patient in 

MOSAIQ. The Quality Checklist window displays quality checklist items assigned to 

the current patient. In this exercise, you will display a QCL by patient, date, and staff. 

1. Open chart for your lesson patient. 

2. Click Tools | Quality Checklist | Patient…. 

Displays the Quality Checklist window, shown in Figure 44. 

Figure 44: Quality Checklist Window 

Clicking next to the View field also displays the Quality 

Checklist window by date, by staff, by location, and by staff 

completed. 

The Quality Checklist Window contains the following features and components: 

View Displays desired viewing mode By Patient, By Date, 

By Staff, By Location, and By Staff Completed. 

Patient Specifies the name of a patient. The Patient ID 

automatically displays in navy blue next to the 

current active patient. 

Staff Specifies the name of a staff member (Last, First). 

Location Specifies the location name. 


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Lesson 4: Quality Checklists 


LTGMSQ0002/1.0/26-Jun-2007 

Notes Staff Completed Displays the completed items for the selected 

staff member’s name (Last, First). 

Due Displays the date for completion. 

Actual Displays the date the item is marked complete. 

Patient Displays the name (Last, First) of the patient for 

whom the action item is performed. 

Procedure Displays a brief description of the checklist action 

item. 

Req Displays the initials of the staff member 

requesting the action item to perform. 

Resp Displays the initials of the staff member 

responsible for completing the action item. 

C/S Displays the initials of the staff member who 

marked the action item Complete or Skipped. 

MD Displays the patient’s attending MD. 

Note Displays a Y. If no note is entered, the field is 

blank. 

Status Displays status of the checklist item. If the item 

was captured (first sub-column), it displays Ch. If 

the item was completed (second sub-column), it 

displays C. For example, if the action item was 

charged and completed, it displays ChC. 

Comment Displays the text entered for the checklist item. 

Displays the Quality Checklist Item dialog box 

enabling you to add a new QCL item. 

Deletes the currently select QCL item from the 

list as long as the QCL status is not Complete. 

This option is not available in the By Staff 

Completed view.


Notes 

Specifies checklist items as Completed. The current 

logged in staff member is marked as the 

responsible party for completing the QCL item. 

Clicking this button also updates the QCL table 

by changing the information displayed in the 

Status column. For billable items, the Code 

Capture dialog box displays, enabling you to 

capture the code(s). If the item is not captured, 

you are prompted if the item stays marked 

complete. 

No is the default response and keeps the item 

incomplete and un-captured. 

Yes marks the item complete but does not create 

a corresponding code capture record. 


Completed view. 

Only active if you have administrative-modify 

security rights; it is only active in By Patient view. 

Append the Checklist at any time during the 

course of patient therapy. Select a new checklist 

and enter a new starting date (using the Enter 

Start Date dialog box). The selected checklist is 

added to the patient’s existing Checklist. 

Indicates a range of dates to view action items. 

Indicates the type of action items to display. 

Complete displays items that are complete; 

Incomplete displays items that are still active and 

not completed; 

All displays both Complete and Incomplete action 

items; 


Completed view. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes Managing Single Quality Checklist Items 

Quality Checklists are user-defined and display tasks that must be completed and 

signed off by a certain date. In the following exercises, you will add a single QCL item, 

as well as edit and delete QCL items. 

Adding a Single QCL Item 

In this exercise, you will a single quality checklist item. 


Displays the By Patient view of the Quality Checklist window. 

2. Click . 

Displays the Quality Checklist Item dialog box, shown in Figure 45. 

Figure 45: Quality Checklist Item Dialog Box 

The Quality Checklist Item dialog box contains the following features and 

components: 

Patient Displays the name of the patient currently 

selected. To change the name of the patient, use 

the arrow button to display the Select Patient 

table and select a different patient. This is a 

required field. 

Procedure Displays a selection table listing available 

procedures. To enter a new procedure, you must 

display the selection table, insert the item, then 

select it. This is a required field.


Notes Due Date Specifies the date an item is to be completed. The 

system filters checklist items by due date so you 

can review the items that should be completed on 

a particular date. 

Actual Date Specifies the actual date. The Actual Date field 

defaults to the current date. Use the arrow 

buttons to enter the desired date. When an item is 

marked as complete, it will no longer appear in By 

Staff or By Date view; however, both completed 

and yet to be completed checklist items display in 

By Patient view. 

Indicates whether the item is complete: 

Yes the item is complete. 

No the item has not been completed. 

Skip you elect not to complete the item. 

Requesting Identifies the staff member/location. 

Responsible Identifies the staff member or location 

responsible for completing the item. The system 

filters checklist items by responsible staff or 

location so you can review only those items that 

you must complete. 

Completed Specifies the date that the checklist item was 

marked Complete. If the item is marked Skip, the 

text changes from Completed to Skipped, and the 

staff initials are entered. 

Billable Activates the Charge fields. When the Group radio 

button is selected, the Group field displays. When 

the Code radio button is selected, the Code field 

displays. If a checklist item is marked billable, the 

Code Capture dialog box displays when the item 

is marked Complete. 

Comments Enables you to enter a comment up to 60 

characters. 

Enables you to attach an extended note to a 

checklist item. If a note is attached to an item, a Y 

appears next to the item in the Checklist tables, 

and a green checkmark appears next to the Item 

Form. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 3. Click next to the Procedure field. 

Displays the Checklist Procedure window, as shown later in Figure 57. 

4. Select Make Chart, then click . 

Adds the procedure, as shown in Figure 46. 

5. Click 

Figure 46: Quality Checklist Item Dialog Box - Procedure 

The Patient, Procedure, and Actual Date fields are required. 

next to the Responsible field and select Reception. 

The Responsible staff or location is the person, department, or group that actually 

performs the procedure(s). 

It is strongly recommended that you select a Responsible 

staff member (or location). If you do not, you have no way of 

knowing who is responsible when you view items from any 

Quality Checklist window, the staff members who should 

perform the procedures may not know they are responsible, 

and the staff members cannot resolve the items from the 

Staff Quality Checklist window. 

6. Check the Billable checkbox. 

Activates the Charge radio buttons. 

7. Select the Group radio button. 

Displays the Group field.


Notes 8. Click next to the Group field, then select APPT. 

Determines the group from which to select the charge to be captured. 

9. Click . 

Selects APPT as the charge group. 

10. Click in the Comment field, then type Social Worker visit. 

Your Quality Checklist Item dialog box should look similar to Figure 47. 

11. Click . 


Adds the quality checklist item to the Quality Checklist window, as shown in 

Figure 48. 

Figure 48: Quality Checklist Window – Item Added 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes


Notes 

Editing and Deleting Single Quality Checklist Items 

You can also edit or delete quality checklist items from any view of the Quality 

Checklist window. In this exercise, you will edit and delete a single quality checklist 

item. 


If a patient is not already selected, the Select Patient window displays. You must 

select a patient first. Displays the By Patient view of the Quality Checklist window. 

2. Select a QCL item to modify, then click . 

Displays the Quality Checklist Item dialog box. 

3. Click next to the Responsible field, then select the responsible party. 

Displays the Staff/Location Directory window, then indicates the staff member 

who is responsible for completing the quality checklist item. 

4. Click . 

Selects the staff member, then closes the Staff/Location Directory window. 

5. Click . 

Saves the change, then returns to the Quality Checklist window. 

6. Select the QCL item you just changed, then click . 

Displays the Delete Item(s) message, as shown in Figure 49. 

7. Click . 

Figure 49: Delete Item(s) Message 

Removes the item from the Quality Checklist window. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Resolving Quality Checklist Items 

When you perform a quality checklist item, you can mark it as completed. Completed 

items display the due date as well as the date it was marked as completed. If an item is 

billable, the Code Capture dialog box displays, which you can use to capture the 

charge. In the following exercises, you will complete, as well as skip, nonbillable/billable 

quality checklist items. 

Completing an Item from the Patient Quality Checklist Window 

In this exercise, you will complete a quality checklist item. 

1. Open the Quality Checklist window for your lesson patient. 

2. Select the Make Chart item. 

Specifies the quality checklist item to complete. 

3. Click . 

Displays the Select Procedure from: Appointments dialog box, as shown in Figure 

50 

Figure 50: Select Procedures from: Appointments Dialog Box 

4. Select FollowUp, then click . 

Selects the charge code associated with the quality checklist item, completes the 

quality checklist item, then returns to the Quality Checklist window. The Quality 

Checklist window should look similar to Figure 51.


Notes 

Figure 51: Quality Checklist Window – Status Complete 

Adding a Note to a QCL Item 

In addition to creating a quality checklist, you can also create a note within the 

checklist. In the following exercise, you will add a note to a quality checklist item. 


2. Click . 

Displays the Quality Checklist Item dialog box. 

3. Click next to the Procedure field, then double-click Records:History. 

Adds the procedure. 

4. Click next to the Responsible field, then double-click Reception (or your 

practice ID). 

Adds the responsible party. 

5. Click . 

Displays the Quality Checklist Item Note window, shown in Figure 52. 

Figure 52: Quality Checklist Item Note Window 

6. In the Subject field type: Get last month’s labs from Dr. Smith. 

Specifies the subject of the note. 

Completed Status 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 7. In the text field below, type: Get CBC, Chem Panel, and CEA from Dr. 

Smith. 

Specifies the contents of the note. 

8. Click . 

Adds the note, then returns to the Quality Checklist Item dialog box. 

A displays next to indicating that a note exists for the QCL item, 

as shown in Figure 53. 

9. Click . 

Figure 53: Quality Checklist Item - Note Added 

Closes the Quality Checklist Item dialog box, then returns to the Quality Checklist 

window. Notice a Y displays in the Status column, indicating the presence of a 

note, as shown in Figure 54. 

Indicates note 

attached 

Figure 54: Quality Checklist Window - Note Status


Notes 

Capturing Codes from Quality Checklists 

You can capture codes directly from the Quality Checklist window. The individual 

item must first be configured as billable. In this exercise, you will capture a code from 

the Quality Checklist window. 


Displays the Quality Checklist window, shown in Figure 55. 

2. Click . 

Figure 55: Quality Checklist Window 




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LTGMSQ0002/1.0/26-Jun-2007 

Notes 3. Click next to the Procedure field. 

Displays the Checklist Procedure window, shown in Figure 57. 

Figure 57: Checklist Procedure Window 

4. Select Tx: Nutrition, then click . 

Adds the procedure to the Quality Checklist Item dialog box. 


Indicates the procedure as billable and activates the Charge section, as shown in 

Figure 58. 

Activates when Billable is selected. 

Figure 58: Quality Checklist Item Dialog Box Showing Billable Activity


Notes 6. Click the Code radio button, then click next to Code field. 

Displays the Select Procedure dialog box, shown in Figure 59. 

When you click the Code radio button in the Charge section, 

the Group field changes to the Code field, and the dialog box 

that displays when clicking in that field adjusts 

accordingly. 

Figure 59: Select Procedure/Lab Dialog Box 

7. Select Consultations in the Group column. 

Specifies the code group. 

8. Select P99241 Outpatient Cons: 1, then click . 

Displays 99241 Outpatient Cons: 1 as the code to associate with the Quality 

Checklist item, as shown in Figure 60. 

9. Click . 

Figure 60: Charge Code Entered 

Returns to the Quality Checklist window. 


Displays the Code Capture dialog box, shown in Figure 61. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 61: Code Capture Dialog Box 

11. Review the information for accuracy, then click . 

Captures the charge code, then returns to the Quality Checklist window. Notice 

that ChC displays in the Status column, indicating that the checklist item is charged 

and completed, as shown in Figure 62. 

12. Click . 

Figure 62: Quality Checklist Window - Status ChC 

Closes the Quality Checklist window. 

Indicates code captured. 

Please refer to the Quality Checklist Training Guide 

(LTG14001) for additional information on quality checklist 

items.


Notes Viewing Quality Checklist History 

The Quality Checklist History enables you to view the history of an individual item. 

Each change displays, indicating when and who made the change. Changes are 

displayed selected in red. Depending on the configuration, only limited fields may 

display. In the following exercise, you will view quality checklist history. 

Before proceeding with this exercise, we recommend that 

you pick one or two incomplete items and make a few 

changes, such as making a billable item non-billable or vice 

versa, or changing the staff member or location responsible 

for an item. 

1. Open the Quality Checklist window for your lesson patient, then double-click 

Records:History. 


2. Click . 


Note that is active. If no changes are present, 

is inactive. 

Displays the Quality Checklist History dialog box, as shown in Figure 64. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 64: Quality Checklist History Dialog Box 

The “>” denotes the most recent change to the item. 

3. Select the Descending radio button. 

Displays the Quality Checklist History dialog box with the most recent items listed 

first, rather than last. 

4. Click . 

Closes the Quality Checklist History dialog box. 

Viewing Deleted Items 

You cannot delete completed items, only incomplete or skipped items. You can, 

however, view which incomplete or skipped items you or another staff member have 

deleted. In this exercise, you will view deleted items. 


2. Right-click anywhere in the window, or press F4. 

Displays the Options menu for the Quality Checklists, shown in Figure 65.


Notes 

3. Click Show Deleted Items…. 

Figure 65: Quality Checklist Options Menu 

Displays the Quality Checklist window showing deleted items, as shown in 

Figure 66. 

Figure 66: Patient Quality Checklist Showing Only Deleted Items 

To return to the default view, right-click anywhere in the window, then click 

Show Deleted Items. 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes Using the Group View 

Groups are pre-defined quality checklists, and usually contain commonly used items 

related to each other, such as pre-treatment activities. Appending groups to a patient’s 

quality checklist can save time, since you do not have to manually add the individual 

items contained in the groups. In this exercise, you will append a quality checklist 

group to a patient’s Quality Checklist. 

For information on configuring quality checklist groups, see 

the Quality Checklist Training Guide, LTG14001. 


Displays the Quality Checklist window. 

2. Click . 

Displays the Select Checklist(s) window, shown in Figure 67. 

Figure 67: Select Checklist(s) Window 

3. Select Pre-Treatment: Administrative. 

Specifies the group to append to the patient’s Quality Checklist. 

4. Click . 

Displays the Enter Start Date dialog box, as shown in Figure 68.


Notes 

Figure 68: Enter Start Date Dialog Box 

5. Type the current date. This date reflects the actual date treatment begins. 

By default, the current date displays. You can change the date by typing a new 

date (MM/DD/YYYY format) or clicking to display the Calendar dialog box. 

6. Click . 

Adds the start date, closes the Enter Start Date dialog box, appends the group to 

the selected patient’s quality checklist, then returns to the Quality Checklist 

window, which should look similar to Figure 69. 

Figure 69: Quality Checklist Window – Group Appended 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Checking a Quality Checklist for Conflicts 

The quality checklist conflict checking enables the system to adjust the item’s due date 

if the item falls on a non-clinic day, such as weekends or holidays. If the Assign to next 

clinic day is selected when you create the quality checklist item, the checklist item is 

pushed out, and marked as Due on the next available clinic day. If the Assign to previous 

clinic day is selected, the item is moved back and marked as Due on the previous clinic 

day. In this exercise, you will use conflict checking. 

1. Click Tools |Quality Checklist | Patient…. 

Displays the Quality Checklist for your lesson patient. 

2. Click . 

Displays the Select Checklist(s) window, shown in Figure 70. 

Figure 70: Select Checklist(s) Window 

3. Double-click Pre-Treatment – Administrative. 

Selects the quality checklist group, then displays the Enter Start Date dialog box. 

4. Click next to the Date field, then select any Tuesday or Wednesday from the 

Calendar tool. 

Your entry should look similar to Figure 71. 

Figure 71: Enter Start Date Dialog Box



Adds the start date for the quality checklist group, closes the Enter Start Date 

dialog box, then displays the Conflict Resolution dialog box shown in Figure 72. 

Figure 72: Conflict Resolution Dialog Box 

If the actual date for an item changes, the actual date for 

all subsequent items also changes. For example, if an item’s 

Required Date falls on a Sunday and is changed to Monday, 

all subsequent items move forward one day. If the next item 

would have fallen on Monday, it falls on Tuesday, and so on. 

If you select Assign to previous clinic day, this does not 

occur. 

6. Select Sign Release, then click . 

Displays the Enter New Due Date dialog box, shown in Figure 73. 

Figure 73: Enter New Due Date Dialog Box 

7. Click next to the Date field, then select the previous Friday for your new due 

date from the Calendar tool. 

Specifies the new due date. 

8. Click . 

Changes the due date for the selected item, closes the Enter Due Date dialog box, 

then returns to the Checklist Resolution dialog box, shown in Figure 74. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 74: Checklist Resolution Dialog Box with First Change 

9. Click . 

Appends the quality checklist group to your patient’s Quality Checklist, closes the 

Checklist Resolution dialog box, then returns to the patient’s Quality Checklist 

window, shown in Figure 75. 

Figure 75: Patient Quality Checklist with Second Group Appended


Notes 

Using Quality Checklist Reports 

Not only can you create and resolve quality checklist items, but you can also create 

and view reports that enable you to track progress and compliance with procedures 

across the entire facility. In the following exercises, you will generate and view quality 

checklist reports. 

You can print the following quality checklist reports: 

Performance 

Slip Analysis 

Displays Quality Checklist items, due date, actual date, slip 

and responsible staff. 

Displays Quality Checklist items, total number of 

procedures, average slip, standard deviation and maximum 

slip. 

Due Date Displays Quality Checklist items by due date. 

Location Displays Quality Checklist items assigned to a given location. 

Patient 

Responsible Staff 

Displays Quality Checklist items for 1 or more patients, 

showing responsible Staff as well as Due and Actual Dates. 

Displays Quality Checklist items assigned to a given Staff 

member. Responsible Staff, Due and Actual Dates also 

display. 

Viewing Quality Checklist Reports by Patient, Due Date, Staff, or 

Location 

In the following exercise, you will generate and view Quality Checklist reports by 

patient. 

The process is the same for each type of report. 

1. Right-click anywhere in any Quality Checklist window or press F4. 

Displays the Options menu, shown in Figure 76. 

2. Click Reports. 

Displays the Reports submenu, shown in Figure 76. 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 76: Quality Checklist Options Menu and Reports Submenu 

3. Click Checklist by Patient. 

Displays the Checklist by Patient dialog box, shown in Figure 77. 

Figure 77: Checklist by Patients Dialog Box


Notes The Checklist by Patient dialog box enables you to filter your report to only 

display relevant information. The first four sections contain the following radio 

buttons: 

All Displays items from all patients, responsible staff, 

completed staff, or responsible locations display. 

Current Displays items associated with the currently selected 

patient, responsible staff, completed staff, or 

responsible location display in the report. 

Tagged 

Procedure Due Date 

Procedure Status 

Options 

Identifies individually selected patient(s), responsible 

staff, completing staff, or responsible location. 

Active displays items not completed/skipped. 

Complete displays all completed items. 

Skipped displays all skipped items. 

All displays all items meeting the criteria you selected. 

Show Comment Displays all comments associated with an item. 

Show Notes Displays all notes associated with an item. 

Show History Displays all history associated with an item. 

4. Select the Current radio button in the Select Patients section. 

Specifies that only quality checklist items pertaining to the currently selected 

patient print in the report. 

5. In the Procedure Due Date section, type the date you created/completed the 

individual items. 

Specifies due date of the quality checklist items. Items with a due date preceding 

the From date and after the To date do not print. 

6. In the Procedure Status section, click the All radio button. 

Specifies to include all quality checklist items, regardless of status. 

7. Check the Show Notes checkbox. 

Specifies to include any notes associated with the quality checklist items. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

You must have configured the Quality Checklist History 

before you began to create, change, complete, or skip items 

for any history/audit trail to exist. 

Your entries should look similar to the ones shown in Figure 78. 

8. Click . 

Figure 78: Finished Checklist by Patient 

Displays the Print dialog box, shown in Figure 79. 

Figure 79: Print Dialog Box 

The default location for printing reports is Screen, which opens and displays the 

report in a separate window. For this example, you leave this option selected. 

Selecting the Printer radio button sends the report to your default printer. Selecting 

the File radio button exports the report to a file.



Displays the Quality Checklist – By Patient window, as shown in Figure 80. 

10. Click . 

Closes the window. 

Figure 80: Quality Checklist – By Patient Report 

Viewing Quality Checklist Performance Reports 

Not only can you view reports for quality checklist items based on date or patient, but 

you can also view quality checklist performance reports. In the following exercise, you 

will view quality checklist performance reports. 

1. Open the Quality Checklist window. 

2. Right-click anywhere in the window, then click Reports. 

Displays the Reports menu. 

3. Click Checklist Performance. 

Displays the Checklist Performance dialog box, shown in Figure 81. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 81: Performance Report Dialog Box 

4. Set the following sections to All: Select Patients, Select Responsible Staff, Select Completed 

Staff, and Select Responsible Location. 

Specifies items associated with all patients, all responsible/completed staff, and all 

responsible locations to display in the report. 

5. Type 1/1/2004 in the From field, then type 12/31/2004 in the To field. 

Specifies that all items with a due date on or between January 1, 2004 and 

December 31, 2004 display in the report. 

6. In the Procedure Status section, select the All radio button. 

Specifies that all items should display, regardless of status. 

7. Click . 

Displays the Print dialog box. 

8. Click . 

Closes the Print dialog box and displays the report on your computer screen, as 

shown in Figure 82.


Notes 

Figure 82: Quality Checklist Performance Report 

Viewing Quality Checklist Slip Analysis Reports 

You can also view reports that enable you to analyze quality checklist items. In this 

exercise, you will view a quality checklist slip analysis report. 




3. Click Checklist Slip Analysis. 

Displays the Slip Analysis dialog box, shown in Figure 83. 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Figure 83: Slip Analysis Dialog Box 

4. In the Procedure Due Date section, type a date a few weeks prior to the date(s) you 

appended or created. 

Specifies that only items created on or after the date entered display in the report. 

5. Leave the To field unchanged. 

Specifies that only items created before or on the date entered display in the 

report. 

6. In the Procedure Status section, click the Complete radio button. 

Specifies that only completed items display in the report. Your Slip Analysis dialog 

box should look similar to Figure 84.


Notes 

7. Click . 

Figure 84: Finished Slip Analysis Dialog Box 


8. Click . 

Closes the Print dialog box and displays the report. 

Printing a Report to a Printer 

In previous exercises, you printed reports directly to the screen. There may also be 

instances that you will need a paper report for record-keeping purposes. In this 

exercise, you will print a report to a printer. 




3. Click Checklist by Due Date. 

Displays the Checklist by Due Date dialog box. 

4. In the Procedure Due Date section, type a date that contains your created/appended 

items. 

Specifies only to display the items found in dates provided. 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 5. In the Procedure Status section, select the Complete radio button. 

Specifies that only items having a status of Complete display in the report. The 

Checklist By Due Date dialog box should look similar to Figure 85. 

6. Click . 


7. Select the Printer radio button. 

Specifies to print the report. 

8. Type 2 in the Copies field. 

Figure 85: Finished Checklist by Due Date 

Designates the number of copies to print, as shown in Figure 86. 

Figure 86: Print Dialog Box for a Printed Report



Closes the Print dialog box and prints two copies to your default printer, or 

printer selected. 

Saving a Report to a File 

In addition to displaying a report directly on your screen and printing copies, you can 

also save a report to a file. In this exercise, you will save a report to a file. 





Displays the Checklist by Due Date dialog box. 

4. Click . 


5. Click the File radio button. 

The Print dialog box should look similar to Figure 87. 

6. Click . 

Figure 87: Print to File Print Dialog Box 

Displays the Export dialog box, shown in Figure 88. 

Figure 88: Export Dialog Box 


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LTGMSQ0002/1.0/26-Jun-2007 

Notes 7. In the Format field, select the format for this file to be saved. In this step, MS 

Word is selected. 

Specifies the format for the file. There are many formats available. Your 

administrator will inform you of the compatible formats within your facility. The 

three most common formats are: 

• Comma separated values (CSV) – compatible with virtually every database 

and spread sheet program. 

• Rich Text Format (RTF) – compatible with virtually every word 

processing program. 

• Word for Windows document (DOC) – saves your report as a Word 

document. 

8. Click next to the Destination field, then select Disk file. 

Specifies to save the report to a file. 

9. Click . 

Displays the Export Options box, as shown in Figure 88. 

Figure 89: Number and Date Format Dialog Box 

10. Select the page range to export, then click . 

Displays the Choose export file dialog box, as shown in Figure 90.


Notes 

Figure 90: Number and Date Format Dialog Box 

11. Click in the File name field, then type Report 1. 

Specifies the file name. 

12. Navigate to the My Documents folder, then click . 

Saves the report as a Word document. 

What’s Next 

In this lesson, you learned how to display Quality Checklists by Patient, Daily, Staff, 

Location and Staff Completed views, and navigated components of the Quality 

Checklist window. In addition, you managed single quality checklist items, created 

notes, captured codes from the Quality Checklist window, viewed the history feature, 

managed quality checklist groups, and created reports. In the next lesson, you will 

display the Documents window, use the Documents window’s various components, 

and view documents. 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes 


Displaying the Quality Checklist Window 

The QCL window displays quality checklist items assigned to the current patient. 

1. Open chart for your lesson patient. 


Adding a Single QCL Item 


2. Click . 

3. Click next to the Procedure field. 

4. Select Make Chart, then click . 

5. Click 

next to the Responsible field, then select Reception. 


7. Select the Group radio button. 

8. Click , then select APPT. 

9. Click . 

10. Click in the Comment field, then type Social Worker visit. 

11. Click . 

Editing and Deleting Single Quality Checklist Items 


2. Select the quality checklist item to modify, then click . 

3. Click next to the Responsible field and select the responsible party. 

4. Click . 

5. Select the quality checklist item to delete, then click . 

6. Click .


Notes Completing an Item from the Patient Quality Checklist Window 


2. Select the Make Chart item. 

3. Click . 

4. Select FollowUp, then click . 

Adding a Note to a QCL Item 


2. Click . 

3. Click next to the Procedure field, then double-click Records:History. 

4. Click next to the Responsible field, then double-click Reception (or your 

practice ID). 

5. Click . 

6. In the Subject field type: 

Get last month’s labs from Dr. Smith. 

7. In the text field below, type: 

Get CBC, Chem Panel, and CEA from Dr. Smith. 

8. Click . 

9. Click . 

Capturing Codes from Quality Checklists 


2. Click . 

3. Click next to the Procedure field. 



6. Select the Code radio button, then click next to Code: field. 

7. Select Consultations in the Group column. 

8. Select P99241 Outpatient Cons: 1, then click . 

9. Click . 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes 10. Select the Tx: Nutrition procedure, then click . 

11. Review the information for accuracy, then click . 

12. Click . 

Viewing Quality Checklist History 

1. From the Quality Checklist window, double-click the Records:History 

procedure. 

2. Click . 

3. Select the Descending radio button. 

4. Click . 

Viewing Deleted Items 


2. Right-click anywhere in the window, or press F4. 

3. Click Show Deleted Items…. 

Appending a Quality Checklist Group to a Patient’s Quality 

Checklist 


2. Click . 

3. Select Pre-Treatment: Administrative. 

4. Click . 

5. Type the current date. This date reflects the actual date treatment begins. 

6. Click . 

Quality Checklist Conflict Checking 

1. Click Tools |Quality Checklist | Patient…. 

2. Click . 

3. Double-click Pre-Treatment – Administrative. 

4. Click next to the Date field, then select any Tuesday or Wednesday from the 

Calendar tool. 

5. Click .


Notes 6. Select Sign Release, then click . 

7. Click next to the Date field, then select the previous Friday for your new due 

date from the Calendar tool. 

8. Click . 

9. Click . 

Viewing Quality Checklist Reports by Patient, Due Date, Staff, or 

Location 

1. Right-click anywhere in any Quality Checklist window or press F4. 

2. Click Reports. 

3. Click Checklist by Patient. 

4. Select the Current radio button in the Select Patients section. 

5. In the Procedure Due Date section, type the date you created/completed the 

individual items in Lesson 1. 


7. Check the Show Notes checkbox. 

8. Click . 

9. Click . 

10. Click . 

Viewing Quality Checklist Performance Reports 



3. Click Checklist Performance. 

4. Set the following sections to All: Select Patients, Select Responsible Staff, Select Completed 

Staff, and Select Responsible Location. 

5. Type 1/1/2004 in the From field, then 12/31/2004 in the To field. 


7. Click . 

8. Click . 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes Viewing Quality Checklist Slip Analysis Reports 



3. Click Checklist Slip Analysis. 

4. In the Procedure Due Date section, type a date a few weeks prior to the date(s) you 

appended or created. 

5. Leave the To field unchanged. 

6. In the Procedure Status section, select the Complete radio button. 

7. Click . 

8. Click . 

Printing a Report to a Printer 




4. In the Procedure Due Date section, type a date that contains your created/appended 

items. 

5. In the Procedure Status section, select the Complete radio button. 

6. Click . 

7. Select the Printer radio button. 

8. Type 2 in the Copies field. 

9. Click . 

Saving a Report to a File 




4. Click . 

5. Select the File radio button. 

6. Click . 

Displays the Export dialog box, shown in Figure 88.


Notes 7. In the Format field, select the format for this file to be saved. In this step MS 

Word is selected. 

8. Click in the Destination field, then select Disk file. 

9. Click . 

10. Select the page range to export, then click . 

11. Click in the File name field, then type Report 1. 

12. Navigate to the My Documents folder, then click . 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes



LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Lesson 5 Documents 

Objectives 


• Display the Documents Window 

• Navigate Documents Window Components 

• View Documents 

The Documents window displays a list of your documents. You can add, change, or 

delete documents from this window, as well as view, edit, print, and change the status 

of documents. In this lesson, however, you will display the Document window and 

view documents. 

To view the Documents window, you must have Clinical | 

Documents | View rights. 

To enter/edit patient transcriptions and import/export 

documents, you must have Clinical | Documents | Modify 

rights. 

To approve/sign off patient transcriptions, you must have 

Clinical | Documents | Approve rights. 

To review eSCRIBE, PhASTNote, eSCAN and use the VCR 

buttons, you must have Clinical | Documents | View rights.


Notes 

Displaying the Document Window 

The Documents window is your main point of access to creating, editing, viewing, and 

printing documents. The documents that display in the window depend on your 

selections in the View and Status fields. In the following exercise, you will display the 

Documents window. 

If you want to retain your original PDF file, make sure you 

save a copy in another directory before proceeding with 

eSCAN. 

1. Click eChart | Documents…. 

Displays the Documents window, shown in Figure 91. 

Figure 91: Documents Window 


LTGMSQ0002/1.0/26-Jun-2007

Lesson 5: Documents 


LTGMSQ0002/1.0/26-Jun-2007 

Notes The Documents window contains the following features and components: 

View Specifies the documents that display in the 

window columns and filters records with the 

Status field. 

Depending on the view you choose, the Dictating 

MD, Transcriptionist, or Dates/To selection fields 

display. If you choose My Pending, the selection 

field that display depends on your staff type. If 

you are a physician, the Dictating MD field displays 

and the view changes to By Dictating MD. If your 

staff type is anything other than a physician, the 

Transcriptionist field displays and the view changes 

to By Transcriptionist. 

If you select By Patient in this field, no additional 

selection field displays. In this case, you need to 

use the Patient button on the MOSAIQ Tool Bar 

to select a patient. 

Status Specifies the documents to display restricted by 

status. This field filters records with the View 

field. 

Dictating MD Displays the dictating MD documents. This field 

displays if you select By Dictating MD in the View 

field or if you select My Pending and your staff type 

is a physician. Click the arrow button to display 

the Staff Directory window, which you can use to 

help select an existing staff member. 

Document Type Displays the documents type: All or Tagged. This 

displays if the By Patient Doc Type filter is selected 

from the View field. If All, all types of documents 

display. If Tagged is selected, the Document Types 

window displays. Select the document type(s) to 

display, then click . Only those document 

types selected display in the Documents window. 

Dates/To Specifies the To/From dates. These fields display 

if you select By Encounter Date in the View field 

and displays a date range. Click the arrow button 

next to either field to display the Calendar dialog 

box. 

Patient Name Displays the patient’s full name. This field does 

not display in By Patient view. 

MedRec Displays the patient’s medical record number. 

This field does not display in By Patient view.


Notes Document Type Displays the document type if the transcriptionist 

entered a valid Document Type in the eSCRIBE 

Document Information dialog box. If the offsite 

transcriptionist entered no document type, 

Imported displays. 

Source Displays the name of the person responsible for 

creating the document, such as an internal or 

external staff member, or the location where the 

document originated, such as the facility, exam 

room, type of machine, or department. This 

column displays if you select the By Patient or By 

Patient Doc Type filters from the View field. 

F Displays document Format: 

E = eSCRIBE 

P = PhAST Note 

S = Scanned 

I = Interface (imported from ESI interface) 

document 

Status Displays the document status. 

Encounter/By Displays creator of the encounter form. 

Approved/By Displays staff that approved the document. 

Review Req Displays the staff member who is required to 

review the document. 

Co-Sign Req Displays the name of the staff member who is 

required to co-sign the document. 

Transcribed/By Displays the date the document was transcribed 

and the initials of the staff member who 

transcribed the document. 

Transcriptionist Displays if you select By Transcriptionist in the View 

field or if you select My Pending and your staff type 

is not a physician. Click the arrow button to 

display the Staff Directory window that you can 

use to help select an existing staff member. 

First Printed Date/By Displays the date the document was first printed 

and the initials of the staff member who first 

printed the document. 

Last Printer/By Displays the date the document was last printed 

and the initials of the staff member who first 

printed the document. 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes 

Displays the Encounter dialog box for a new 

eSCRIBE document. Clicking this button and 

completing the information on the Encounter 

dialog box does not actually create a new 

document, it only creates the encounter record. 

You must click 

or from the 

Encounter dialog box to actually create the 

document. 

Displays the Encounter dialog box for a new 

PhAST Note. Clicking this button and completing 

the information on the Encounter dialog box 

creates a new PhAST Note, and opens the PhAST 

Note window. 

Displays the Build Scanned Documents dialog 

box, which you use to view, organize, and save 

scanned files then link them to an encounter 

form. 

Displays the Encounter dialog box for an existing 

document. You must first select the document 

prior to clicking this button. Note that you are not 

changing the contents of a document when you 

click this button, only the encounter record. You 

must click from the Documents window 

or Encounter dialog box to change document 

contents. 

Displays the Encounter dialog box for the 

selected document. Click from the 

Encounter dialog box to delete the document. 

You must have sufficient security rights to delete 

a document and you can only delete with a status 

of Pending. 

Displays the selected document in the Viewer 

window. This is useful for quick review of your 

documents. 

Displays the selected document in the eSCRIBE 

Word window for editing. You can open up to 

eight documents at one time for editing by tagging 

the documents before clicking this button. Note 

that if a document is Approved or 

CoSigned/Approved you can open it in read-only 

mode for faxing, e-mailing and printing.


Notes 

Viewing Documents 

Prints the selected document to the default 

Windows printer. You can print up to eight 

eSCRIBE documents at one time by tagging the 

documents with the spacebar or clicking on each 

document in the left-hand selection column 

before clicking Print. 

Displays the Record Status dialog box that you 

use to change the status of a document. You may 

change the status of up to eight documents/ 

PhAST Notes at one time by tagging the 

documents before clicking this button. 

If the Documents window displays existing documents, you can view them. In this 

exercise, you will view a document. 


Displays the Documents window. 

2. Select a document, then click . 

Figure 92: Documents Window 

For additional information, please refer to the eSCRIBE training manual. 

What’s Next 

Congratulations, you have finished the Medical Billing Training Guide Module II. In 

this lesson, you learned how to use the Report Navigator window to display and print 

reports, close the ledger period, run the closing reports, update trend information, and 

open a closed ledger period. Use the Quick Version as a concise, step-by-step guide 

when you must quickly apply any of the skills you’ve learned in this lesson or if you 

simply want to reinforce what you have learned. 


LTGMSQ0002/1.0/26-Jun-2007



LTGMSQ0002/1.0/26-Jun-2007 

Notes The Quick Version 

Displaying the Document Window 


Viewing Documents 


2. Select a document, then click .

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