Radiation Oncologist Training Guide - UCSF Radiation Oncology

MOSAIQ 

Radiation Oncologist 

Training Guide 

MOSAIQ 1.20 

Module I: Introduction

Radiation Oncologist 

Training Guide 

MOSAIQ 

Oncology Management System 

MOSAIQ 1.20 

Module I: Introduction 

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: Robin Bonke/Ansley Jentz 

LTGRAD0003A - 1.0 - 11/5/2007 

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 

What’s In This Course ................................................................................................................................................................................ 1 

SupportPlus Online ...................................................................................................................................................................................... 2 

Document Conventions.............................................................................................................................................................................. 3 

Text Conventions...............................................................................................................................................................................................................3 

Mouse Conventions...........................................................................................................................................................................................................4 

Keyboard Conventions .....................................................................................................................................................................................................5 

Lesson 1 Basics and Scheduling............................................................................................................................. 7 

Objectives....................................................................................................................................................................................................... 7 

Logging On and Navigating within MOSAIQ .......................................................................................................................................... 9 

Logging on to MOSAIQ....................................................................................................................................................................................................9 

Using Menus.................................................................................................................................................................................................................... 13 

Using the Toolbar........................................................................................................................................................................................................... 16 

Using the MOSAIQ User Interface............................................................................................................................................................................ 18 

Opening a Patient Chart ........................................................................................................................................................................... 20 

Using Notes ................................................................................................................................................................................................. 26 

Attaching Patient Notes to Dialog Boxes................................................................................................................................................................. 26 

Viewing the Patient Notes Window........................................................................................................................................................................... 28 

Entering General Patient Notes.................................................................................................................................................................................. 29 

Appending Text to Notes............................................................................................................................................................................................. 30 

Locking and Unlocking Notes ..................................................................................................................................................................................... 31 

Mailing Notes.................................................................................................................................................................................................................. 33 

Using the MOSAIQ Mail System.............................................................................................................................................................. 35 

Accessing Mail................................................................................................................................................................................................................. 35 

Sending a Message........................................................................................................................................................................................................ 36 

Replying to Messages.................................................................................................................................................................................................... 38 

Forwarding Messages.................................................................................................................................................................................................... 39 

Viewing Distribution Lists.............................................................................................................................................................................................. 40 

Purging Mail..................................................................................................................................................................................................................... 42 

Using the Schedule ..................................................................................................................................................................................... 42 

Viewing the Staff Schedule .......................................................................................................................................................................................... 42 

Viewing Other Schedules.............................................................................................................................................................................................. 44 

Capturing Codes from the Schedule ......................................................................................................................................................................... 50 

Working with Appointments ................................................................................................................................................................... 52 

Adding Appointments to the Schedule ..................................................................................................................................................................... 52 

Editing Appointments on the Schedule..................................................................................................................................................................... 55 

Deleting Appointments on the Schedule.................................................................................................................................................................. 57 

What’s Next ................................................................................................................................................................................................ 58 

Copyright 2007, IMPAC Medical Systems i 

LTGRAD0003A /1.0/5-Nov-2007

Radiation Oncologist Training Guide 

The Quick Version ..................................................................................................................................................................................... 59 

Logging on to MOSAIQ................................................................................................................................................................................................. 59 

Using Menus.................................................................................................................................................................................................................... 59 

Using the Toolbar........................................................................................................................................................................................................... 59 

Using the MOSAIQ User Interface............................................................................................................................................................................ 60 

Opening a Patient Chart............................................................................................................................................................................................... 60 

Adding Patient Notes..................................................................................................................................................................................................... 60 

Viewing the Patient Notes Window........................................................................................................................................................................... 61 

Entering General Patient Notes.................................................................................................................................................................................. 61 

Appending Text to Notes............................................................................................................................................................................................. 61 

Locking and Unlocking Notes ..................................................................................................................................................................................... 61 

Mailing Notes.................................................................................................................................................................................................................. 62 

Accessing Mail................................................................................................................................................................................................................. 62 

Sending a Message........................................................................................................................................................................................................ 62 

Replying to Messages.................................................................................................................................................................................................... 63 

Forwarding Messages.................................................................................................................................................................................................... 63 

Viewing Distribution Lists.............................................................................................................................................................................................. 64 

Purging Mail..................................................................................................................................................................................................................... 64 

Viewing the Staff Schedule .......................................................................................................................................................................................... 64 

Viewing Other Schedules.............................................................................................................................................................................................. 65 

Capturing Codes from the Schedule ......................................................................................................................................................................... 65 

Adding Appointments on the Schedule..................................................................................................................................................................... 65 

Editing Appointments on the Schedule..................................................................................................................................................................... 66 

Deleting Appointments on the Schedule.................................................................................................................................................................. 66 

Lesson 2 Viewing Patient Information ................................................................................................................68 

Objectives..................................................................................................................................................................................................... 68 

Displaying the eCHART Navigator......................................................................................................................................................... 69 

Adding Patient Notes from the eCHART Navigator.......................................................................................................................... 71 

Using the Patient Facesheet...................................................................................................................................................................... 73 

Viewing the Treatment Chart.................................................................................................................................................................. 76 

Viewing Allergies and Alerts..................................................................................................................................................................... 80 

Viewing the Allergies by Severity Dialog Box........................................................................................................................................................... 80 

Adding Medication Allergy Information .................................................................................................................................................................... 83 

Viewing Allergen Group Information ......................................................................................................................................................................... 86 

Entering Other Allergy Information............................................................................................................................................................................ 87 

Changing Sort Order...................................................................................................................................................................................................... 88 

Specifying Do NOT Resuscitate.................................................................................................................................................................................. 89 

What’s Next ................................................................................................................................................................................................ 90 

The Quick Version ..................................................................................................................................................................................... 91 

Displaying the eCHART Navigator............................................................................................................................................................................ 91 

Adding Patient Notes from the eCHART Navigator ............................................................................................................................................. 91 

Using the Patient Facesheet ........................................................................................................................................................................................ 91 

Viewing the Treatment Chart...................................................................................................................................................................................... 92 

Viewing the Allergies by Severity Dialog Box........................................................................................................................................................... 92 

Adding Medication Allergy Information .................................................................................................................................................................... 92 

Viewing Allergen Group Information ......................................................................................................................................................................... 92 

ii Copyright 2007, IMPAC Medical Systems 

LTGRAD0003A /1.0/5-Nov-2007


Entering Other Allergy Information ........................................................................................................................................................................... 92 

Changing Sort Order ..................................................................................................................................................................................................... 93 

Specifying Do NOT Resuscitate ................................................................................................................................................................................. 93 

Lesson 3 Entering Diagnosis Information .......................................................................................................... 94 

Objectives..................................................................................................................................................................................................... 94 

Adding a Diagnosis ..................................................................................................................................................................................... 95 

Viewing the Oncology Diagnosis Dialog Box........................................................................................................................................................... 95 

Entering the Diagnosis.................................................................................................................................................................................................. 99 

Affirming a Diagnosis ...............................................................................................................................................................................104 

Viewing the Diagnosis and Problem List..............................................................................................................................................105 

Adding Related Diagnoses ......................................................................................................................................................................108 

What’s Next ..............................................................................................................................................................................................111 

The Quick Version ...................................................................................................................................................................................112 

Viewing the Oncology Diagnosis Dialog Box.........................................................................................................................................................112 

Entering the Diagnosis................................................................................................................................................................................................112 

Affirming a Diagnosis ..................................................................................................................................................................................................113 

Viewing the Diagnosis and Problem List ................................................................................................................................................................113 

Adding Related Diagnoses .........................................................................................................................................................................................113 

Course Evaluation: Radiation Oncologist Module I............................................................................................. 116 

Copyright 2007, IMPAC Medical Systems iii 

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iv Copyright 2007, IMPAC Medical Systems 

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Notes 


Copyright 2007, IMPAC Medical Systems 1 

LTGRAD0003A /1.0/5-Nov-2007 

Introduction 

Welcome to MOSAIQ Radiation Oncologist Training. This book is your guide to 

unlocking the possibilities of 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. 

The MOSAIQ Radiation Oncologist Training is an Intermediate course covering topics for 

Radiation Oncologists. MOSAIQ is a standardized Windows application; this 

means that many aspects of the components are similar. Once you learn how to use 

one type of component, using other components of the same type is easy and intuitive. 

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. 

What’s In This Course 

In this course, you will review the MOSAIQ user interface, view the scheduling 

system and code-capturing system, view patient information, and enter diagnosis 

information. This course will not teach you the basics on using MOSAIQ, which are 

covered in the General Introduction. 

Note that when you are working in the practice database, all activities are enabled for 

the practice ID. In your clinical database, you may or may not have security rights to 

do all the activities that you will do in this course. 

For this training guide, we recommend that you use the Practice Database and create a 

fictitious patient to use throughout the lessons.


Notes 

SupportPlus Online 

SupportPlus is IMPAC’s dedicated online support system, which gives you the most 

from your IMPAC oncology management system. SupportPlus contains valuable 

support information including installation and troubleshooting documents, training 

manuals, upgrade checklists, downloadable software tools, and much more. 

Access may be restricted based on your IMPAC service 

agreement. 

You can find this document under the Oncology Management tab in the Training 

Guides folder. 

Turn to SupportPlus for resources on implementation, training, support, and upgrades 

for all IMPAC products. 

For more information, contact support@impac.com, or call 800.488.4672. 

Log on to SupportPlus every week or two to check for new 

announcements, new document postings, and new training 

events. Please take a moment to send us a Product 

Suggestion. 

2 Copyright 2007, IMPAC Medical Systems 

LTGRAD0003A /1.0/5-Nov-2007

Notes 

Introduction 


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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 .


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. 


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Introduction 


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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.


Notes 


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Notes 



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Lesson 1 Basics and 

Scheduling 

Objectives 

You will learn how to: 

• Navigate within MOSAIQ 

• Open patient charts 

• Add patient notes 

• Use the MOSAIQ mail system 

• View the physician/staff schedule 

• View other schedules (Locations, Daily Master, Daysheets, User Defined 

Schedules, and Appointment Calendars) 

• Capture charges from the schedule 

• Add, edit, and delete appointments on the schedule 

MOSAIQ is a multi-functional electronic scheduling system and treatment chart 

program that organizes and maintains patient demographic information, 

appointments, tasks, and most importantly, critical patient treatment information 

required throughout the course of radiation therapy. Displaying administrative and 

treatment information provides you with a wealth of information about your patients 

and how they are being treated in your facility. 

In this lesson, you will become familiar MOSAIQ by learning to navigate within the 

application, open patient charts, add patient notes, use the internal mail system, view 

your physician schedule and other schedules, add, edit, and delete appointments, and 

capture charges from the schedule.


Notes 

To select an existing patient and view most dialog boxes and 

windows, you must have Administrative | General | View 

rights. 

To view patient notes you must have Administrative | Notes | 

View rights. To edit/lock/unlock patient notes, you must 

have Modify rights. 

To send and purge mail, you must have Administrative | 

General | Modify rights. 

To capture a code, you must have Administrative | Code 

Capture | Modify rights. 

To view appointments in a Schedule, you must have 

Scheduling | General | View rights. To add an appointment, 

you must have Modify rights. To delete an appointment, you 

must have Admin rights. 


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Notes 

Lesson 1: Basics and Scheduling 


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Logging On and Navigating within MOSAIQ 

When you first start MOSAIQ, you are required to log on to the system. Two 

databases are installed on your network. One contains your facility’s patient data, 

referred to as the Clinical database. The other contains fictitious patients, referred to as 

the Practice database. 

There are two MOSAIQ icons installed on your workstation: MOSAIQ and Practice. 

When you use the Practice icon with the ID and password in this lesson, you 

automatically access the Practice database. When you use the MOSAIQ icon and your 

real ID and password, you access the Clinical database. The Practice database is used 

for all the exercises in this Training Guide. 

In the following exercises, you will start MOSAIQ and log on to the Practice database, 

then navigate around the main window, and use the menus and toolbar. 

Logging on to MOSAIQ 

In this exercise, you will log on to MOSAIQ. 

1. On the Windows desktop, double-click the MOSAIQ Practice icon. 

Starts MOSAIQ, then displays the Staff Login dialog box, shown in Figure 1. 

Figure 1: Staff Login Dialog Box 

The Staff Login dialog box contains the following fields and buttons: 

User Name Specifies your MOSAIQ login ID. Note that your MOSAIQ 

ID may be different from your network ID. 

Password Specifies your MOSAIQ login password. Note that your 

MOSAIQ password may differ from your network password. 

Accepts your user ID and password and logs you on to the 

system. 

Cancels login and closes the Staff Login dialog box. 

Displays a dialog box you can use to change your password 

and is only available after you have logged in to the system. 

Notice that the User Name and Password field labels display in red. A red label 

indicates that the field is required. Red labels for required fields are standard 

throughout MOSAIQ.


Notes 

Some fields are required by default and cannot be changed 

to optional; however, your System Administrator can specify 

additional fields as required. 

2. Type impac in the User Name field. 

Enters your user ID for the Practice database. 

3. Press TAB. 

Moves the insertion point ( | ) to the Password field. Notice that you use TAB to 

move between fields and options in a dialog box, not ENTER. In dialog boxes, 

pressing ENTER executes the highlighted command button, in this case 

. The insertion point indicates where you enter text when you type on the 

keyboard. 

4. Type impac in the Password field. 

Specifies your MOSAIQ password for the Practice database. Notice that asterisks 

(*) display in place of text in the Password field for security. 

5. Click . 

Logs you in to the MOSAIQ system and displays the MOSAIQ main application 

window, shown in Figure 2. 

Title Bar Menu Bar 

Status Bar Application Workspace 

Toolbar Window Control Buttons 

Logged in User Initials 

Open Patient Chart Button 

MOSAIQ User Interface Pane 

Figure 2: MOSAIQ Main Application Window 


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Notes 



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Notes The MOSAIQ window contains all application components, including the Home 

view. The Home view displays the data that you use most often, resulting in a 

streamlined workflow, and is the first screen you see after logging on to 

MOSAIQ. The MOSAIQ window contains the following components: 

Title Bar Displays the name of the application and contains the 

following control buttons: 

Displays the application Control menu which you can 

use to move, minimize, maximize, restore, and close 

the MOSAIQ main application window. 

Minimizes the MOSAIQ main application window. 

Maximizes the MOSAIQ main application window. 

This button displays only when the window is not 

maximized. 

Restores the MOSAIQ main application window to 

its original size. This button displays only when the 

window is maximized. 

Closes the MOSAIQ main application window. 

Closing the window logs you off the system and exits 

MOSAIQ. 

Menu Bar Displays the names of the currently available command 

menus. You click a menu name to display the commands 

contained in the menu. The initials of the currently logged in 

user display at the far right side of the menu bar so you can 

always tell who is logged on to the system at your workstation. 

Use the button to the right of the user initials to log on and 

off of MOSAIQ. 

Toolbar Contains buttons that execute commonly used MOSAIQ 

commands. Toolbar buttons are used in place of menu 

commands. 

Application 

Workspace 

Contains any displayed application components. All windows 

and dialog boxes display within this area. The MOSAIQ user 

interface displays within the Application Workspace. 

Status Bar Displays system messages. 


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Notes Using Menus 

Menus contain commands that you use to execute MOSAIQ features. All MOSAIQ 

functions are executed from menus. In this exercise, you will use the available 

methods to execute menu commands. 

1. In the menu bar, click File. 

Displays the File menu, shown in Figure 3. 

Figure 3: File Menu 

Menus may contain any or all of the following components: 

Command 

Groups 

Underlined 

Characters 

Dimmed 

Commands 

Command 

group 

Last five active 

patients can be 

reactivated by 

selecting them 

from this list 

Indicates a 

function key 

alternative 

The ellipsis 

indicates a dialog 

box or window will 

display when the 

command is 

selected 

The arrow 

indicates a 

sub-menu 

Most menus contain command groups, which group related 

commands on the menu. Command groups are separated by 

lines. For example, all the commands that relate to patient 

information are grouped together on the menu. 

Underlined characters indicate keys you can press to display 

menus and execute commands. For example, to display the 

File menu using the keyboard, you would press ALT+F. Once 

the File menu is displayed, you can execute a command by 

simply typing the underlined character. 

Commands that appear dimmed (or grayed out) on the menu 

are not currently available. Some dimmed commands become 

available if you open a particular window or execute another 

function.


Notes Last Five 

Patients 

The last five patient charts that you accessed display at the 

bottom of the File menu. Clicking on one of the five patients 

in the list opens the patient chart. 

… Indicates that a dialog box or window displays when you 

choose the command. 

Indicates that a sub-menu containing related commands 

displays when you point to the command with the mouse. 

F2, F3, etc. Indicates a function key or key combination you can press to 

execute the command instead of selecting the command from 

the menu. For example, F2 displays the Select Patient 

window. 

2. Position the mouse pointer on Print Barcodes. 

Highlights the Print Barcodes command, then displays the Print Barcodes submenu, 

shown in Figure 4. 

Figure 4: Print Barcodes Sub-Menu 

The Print Barcodes sub-menu contains commands related to MOSAIQ print 

barcodes features. Notice that you did not have to click the left mouse button to 

display the sub-menu. 

3. Click anywhere in the MOSAIQ window, but not in the File menu. 

Closes the Print Barcodes and File menus. 


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Notes 4. Press ALT+F. 

Displays the File menu. 

5. Type b. 

Displays the Print Barcodes sub-menu. 

6. Press ESC twice. 

Closes the Print Barcodes and File menus. 

7. In the menu bar, click Schedule. 

Displays the Schedule menu, shown in Figure 5. 

8. Click Daily Master…. 

Figure 5: Schedule Menu 

Displays the Daily Master Schedule window, shown in Figure 6. 

Figure 6: Daily Master Schedule Window


Notes 9. In the Daily Master Schedule window, click 

Closes the Daily Master Schedule window. 

. 

Using the Toolbar 

To make sure you do not lose information or changes, we 

recommend using the button on any windows or 

dialog boxes to exit them rather than then the icon. 

Instead of clicking a menu and possibly a sub-menu, then clicking a command, you 

can use the buttons on the toolbar for selected functions. The toolbar buttons execute 

menu commands with one click of the mouse, rather than displaying a menu, or even 

multiple menus, to find a command. In this exercise, you will use the toolbar. 

1. In the toolbar, click . 

Displays the Daily Master Schedule window. Notice that executes the same 

command as if you had clicked Schedule | Daily Master…. 

2. Click . 

Closes the Daily Master Schedule window. 


Displays the Staff Schedule window for your practice student ID, shown in 

Figure 7. 

Figure 7: Staff Schedule Window 


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Notes Notice that executes the same command as if you had clicked Schedule | 

Staff…. 

4. Click . 

Closes the Staff Schedule window. 


Displays the Single Code Capture dialog box, shown in Figure 8. 

Figure 8: Code Capture Dialog Box 

Notice that executes the same command as if you had clicked Code Mgmt | 

Code Capture…. 

6. Click . 

Displays the Update Canceled message box, shown in Figure 9. 

7. Click . 

Figure 9: Update Canceled Message Box 

Closes the Code Capture dialog box.


Notes Using the MOSAIQ User Interface 

The MOSAIQ user interface, consisting of the Home view (shown earlier) and the 

Chart view (shown later), enables you to quickly access the information that you use 

most often, such as schedules, appointments, and the Quality Checklist. The My Work 

List pane combines work list items from across MOSAIQ. It displays the items in one 

view, enabling you to work on assigned tasks without navigating to separate areas. In 

this exercise, we will explore the MOSAIQ user interface using the My Work List 

pane. 

1. In the My Work List pane, click next to the Schedule work list. 

Displays your scheduled appointments, shown in Figure 10. 

Figure 10: My Work List Pane Showing Scheduled Appointments 

Depending on your configuration, the Schedule work list may display the scheduled 

appointments for different time frames, such as the current day or week. You can 

configure each one of the other work lists as well. 

For information on configuring the MOSAIQ user interface, 

including the Home view, see LPNMSQ0009, MOSAIQ Home 

and Chart Homepage Configuration Quick Reference. 


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Notes 2. Click the Patient column in the Schedule work list. 

Sorts the Schedule work list by patient. You can sort ascending or descending using 

an arrow button on the right side of the column as shown in Figure 11. 

Figure 11: Schedule Work List Sorted by Patient 

3. Click one of the appointments in the Schedule work list. 

Displays the appointment in the Work List Detail pane, shown in Figure 12. 

Figure 12: Selected Appointment Displayed in the Work List Detail Pane


Notes The Work List Detail pane displays the pertinent information on a selected work 

list item. Scroll down to display more information. Depending on the work list, 

you can display the work list item in the appropriate dialog box or window and 

perform other tasks. For example, for the Schedule work list, you can also display 

the appointment in the Appointment Slip dialog box, queue the patient, capture a 

charge for the appointment, and open the patient’s chart. 

4. In the Work List Detail pane, click , then close the dialog box. 

Displays the Appointment Slip for the selected appointment, then closes it. From 

the Appointment Slip dialog box, you could make changes to the appointment 

without having to open the Staff Schedule and then open the appointment. 

Opening a Patient Chart 

Many of the functions in MOSAIQ require you to first select a patient. If you attempt 

to perform a function that requires a patient chart to be open, a selection window 

automatically displays from which you can choose a patient. In this exercise, you will 

display the Select Patient window, open a patient’s chart, and switch between patients. 


Displays the Select Patient window, shown in Figure 13. 

Changes the 

information displayed 

for each patient 

Scrolls left or right to 

view columns not 

currently displayed 

Shortcut enables you to 

type the first letter of 

the patient name to sort 

the list quickly 

Filters Patient List by 

patient’s status 

(Active, Inactive, All) 

Command buttons used 

to process patients 

Specifies the Patient 

List sort order 

Figure 13: Select Patient Window – Demographics View 


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Notes There are three ways to quickly open and activate a patient’s chart. You can press 

F2, click the Select Patient button on the toolbar, or click File | Open Patient 

Chart. 

The Select Patient window is a table. Tables are windows that contain lists and are 

a standard component of the MOSAIQ system. Depending on the type of list, 

you may be able to add, edit, or delete items. You can always select items from a 

table list. The Select Patient window contains the following components: 

View Determines the information that displays about each patient. 

You can choose from demographics, admissions, referral, 

primary payer, default, and identifiers lists. 

Find Enables you to begin typing the patient’s name or number 

(depending on the selected Sort By option) to quickly find your 

patient. 

Patient List Displays a listing of the patients in your database. The patients 

that display depend on the chosen filter. 

Filter by Specifies to display only active patients, only inactive patients, 

or both active and inactive patients. 

Sort by Specifies the patient list sort order. You can sort by last name 

then first name, or by patient ID (in the above example, 

Name). 

Scroll bar Displays columns not currently shown. When you scroll, the 

patient name column always displays at the left of the window. 

Closes the Select Patient window. 

Opens the chart for the selected patient. 

Displays the NEW Patient Registration dialog box, which you 

can use to add a new patient to the database. 

Displays the Facts & Photo dialog box which displays 

information about the selected patient. 

Displays the Change Patient Status dialog box which you can 

use to change a patient’s status, or specify the patient as active 

or inactive. 

The Select Patient window default view is Demographics, 

sorted by Name.


Notes 2. In the scroll bar, drag the scroll box to the right. 

Displays hidden columns to the right. Notice that the patient name column always 

displays. 

3. In the scroll bar, drag the scroll box to the left. 

Displays hidden columns to the left. 

4. Click next to the View field. 

Displays the View list, shown in Figure 14. 

5. Select Default. 

Figure 14: View List 

Displays the default patient information as shown in Figure 15. 

Figure 15: Select Patient Window – Default View 

Notice that the Gender and Address columns no longer display. Also, selecting other 

Views displays different information on the Patient list. 

6. In the Filter by section, select Inactive. 

Displays only inactive patients in the Default view. Notice that the list is blank 

since the Practice database only contains active patients. 


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Notes 7. In the Filter by section, select Active. 

Displays only active patients in the Default view. 

8. In the Sort by section, select MedRc. 

Sorts the Patient list by primary ID as shown in Figure 16. 

Figure 16: Select Patient Window – Sort by Medical Record 

You can use any combination of view, filter, and sort order. 

The view you last select displays the next time you log on to 

MOSAIQ. 

9. When you have found the desired patient, click the patient in the Patient list, then 

click . 

Opens the patient’s chart. The patient’s name and ID displays in the active patient 

area in the top right of the MOSAIQ application as shown in Figure 17. 

Figure 17: MOSAIQ Main Window – Active Patient Displayed 

You can also double-click the patient name. This patient is now your active 

patient.


Notes 

The active patient remains the active patient until another 

patient is selected. Be aware who the active patient is when 

capturing codes, resolving appointments, assigning 

medications, or working on treatment plans. 

10. Right-click anywhere in the window or press F4. 

Displays the Select Patient Options menu, shown in Figure 18. 

Figure 18: Select Patient Options Menu 

The Select Patient Options menu enables you to display information on the 

patient, change the patient status, and more. The Select Patient Options menu 

contains the following commands: 

Facts Displays the Facts & Photo dialog box for the currently 

selected patient. It is similar to the Facesheet window, which 

is part of the eCHART Navigator window. 

Status… Displays the Change Patient Status dialog box for the 

currently selected patient, from which you can change 

patient clinical, administrative, billing, and selection list 

status. 

Photo ID 

Display 

Display 

Underline 

Activates or deactivates the floating patient ID card, which 

contains the patient ID, name, and attending physician. 

Underlines each patient appearing in the window. 

Reports Displays the Reports sub-menu, from which you can select a 

standard report to run, such as the Patient List. 


Displays the Chart view, shown in Figure 19. 


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Notes 



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Figure 19: Chart View 

The Chart view enables you to view information about the patient at a glance and 

displays the chart of the most recently selected patient. Rather than open multiple 

windows, all the information in a patient’s EMR is contained on one screen. 

Notice also that the Chart view has additional tabs: Appointments, Notes, and 

Facesheet. The Appointments tab displays the patient’s appointments and 

corresponds to the Patient Schedule. The Notes tab displays the patient’s clinical 

notes. The Facesheet tab corresponds to the Facesheet tab on the eCHART 

Navigator window and provides demographic information on the patient. 


Returns to the Home view.


Notes 

Using Notes 

There are three types of patient notes available in the MOSAIQ system: 

Dialog Box 

Specific 

Notes attached to any dialog box that displays a Notes button. 

The note is specific to the current patient. 

General Notes related to the patient chart, but which are not attached to 

any specific dialog box. 

eCHART 

Checklist 

When you perform a chart check using the eCHART Checklist, 

an electronic patient note is automatically generated. Note that 

this feature must be turned on in Department Setup to save the 

Chart Checklist as a note. 

You can create and edit dialog box-specific and general notes. If you do not want 

anybody else to change your note, you can lock it. You must then enter your user ID 

and password in order to unlock and edit the note. 

In the following exercises, you will attach a note to a dialog box, view the Patient 

Notes window, and enter general patient notes. You will also append text to notes, 

lock and unlock notes, and mail notes to another user. 

Attaching Patient Notes to Dialog Boxes 

All notes are patient specific; however, notes created from within a dialog box are also 

specific to that dialog box. In this exercise, you will attach a note to a dialog box. 

1. Open the chart for your lesson patient. 

Specifies the patient for whom you want to add a note. 

2. Click Schedule | Staff…. 

Displays the Staff Schedule window. Alternately, you can open your My Work List 

pane, open the Schedule list, select an appointment, then click . 

The Staff Schedule window and Appointment Slip dialog box 

are covered later in this module. 

3. Double-click an existing appointment, then click . 

Displays the Appointment Slip Note dialog box, shown in Figure 20. 


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Notes 



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Figure 20: Appointment Slip Note Dialog Box 

4. Click in the Subject field, then type Pending Labs. 

Enters the note subject. 

5. Press TAB, then type Make sure the lab has the CBC and Chem ready for 

the next appointment. 

Moves the insertion point to the note box, then enters the patient note. 

6. Click . 

Attaches the note to the dialog box. Notice that displays to the left of 

, indicating that a note exists. 

7. Click . 

Closes the Appointment Slip dialog box.


Notes Viewing the Patient Notes Window 

You can view any notes associated with a patient from the Patient Notes window. In 

this exercise, you will view the Patient Notes window. 

1. Click eChart | Notes…. 

Displays the Patient Notes window for the current patient, shown in Figure 21. 

Figure 21: Patient Notes Window – All Patient Notes View 

The Notes… command is also available from the File menu 

for those facilities that do not have eCHART. 

The Patient Notes window can display notes not associated with a dialog box or 

window or notes associated with a specific dialog box or window. 

2. Click next to the View field, then select General Patient Notes. 

Displays general patient notes for the current patient. Notice that the note you 

entered in the previous exercise does not display in the Notes list. 


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Notes Entering General Patient Notes 

You can only enter general patient notes from the Patient Notes window. In this 

exercise, you will enter a general patient note. 

1. In Patient Notes window, click . 

Displays the Patient Note dialog box, shown in Figure 22. 

You must select a 

note Type. 

Figure 22: Patient Note Dialog Box 

Note the addition of the Type field. Use this field to specify the type of general 

patient note you are entering. 

You must specify a note type. If you do not, MOSAIQ does 

not allow you to save the note. 

2. Click next to the Type field, then select Clinical-General. 

Specifies the type of general patient note. 

3. Type Appointment Requirement in the Subject field. 

Enters the note subject. 

4. Press TAB, then type Patient must see the attending Oncologist prior to 

each treatment. 

Moves the insertion point to the note box, then enters the note text.


Notes 5. Click . 

Adds the note to the Patient Notes window. 

Appending Text to Notes 

You can use the Append option to add comments to any note without changing the 

original note text. When you append text to a note, the date and your user ID initials 

are added to the appended note text. In this exercise, you will append text to a note. 

1. In Patient Notes window, select the note you just added, then click . 

Displays the Patient Note dialog box for the selected note. 

2. Right-click anywhere in the dialog box. 

Displays the Patient Note Options menu, shown in Figure 23. 

Figure 23: Patient Note Options Menu 

This Patient Note Options menu contains commands related to the operation of 

the Patient Note dialog box. 

Right-clicking the mouse displays the options for the 

currently displayed window or function and is a standard 

MOSAIQ feature. 

The Patient Note Options menu contains the following commands: 

Append Changes the dialog box to Append mode, which enables you to 

append text to an existing note. 

Lock Locks the note. Your user ID and password are required when 

locking a note. 

Unlock Unlocks the note. The user ID and password used to lock the 

note are required to unlock the note. 

Print Note Prints the note. 


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Notes 3. Click Append. 

Adds the current date and time, and your user ID initials to the note box. 

4. Press ENTER, then type Secondary physician may see patient when 

attending Oncologist is not available. 

Enters the text to append to the note as shown in Figure 24. 

5. Click . 

Figure 24: Patient Note Dialog Box – Appended Note 

Accepts the changes to the note. 

Locking and Unlocking Notes 

You can lock a note so that only you can unlock and edit it. Other users cannot 

change, append, or delete a note locked by you. In this exercise, you will lock, then 

unlock a note. 

1. In Patient Notes window, select the note that you created and changed, then click 

. 

Displays the Patient Note dialog box. 

2. Right-click anywhere in the dialog box, then click Lock. 

Displays the Lock dialog box, shown in Figure 25.


Notes 

Figure 25: Lock Dialog Box 

Notice that your user ID is automatically entered in the Name field. 

3. Type your practice database password in the Password field, then click . 

Locks the note. Notice that the Locked display field contains the date and your 

initials. Notice that the note is also now read-only. 

4. Click . 

Closes the Patient Note dialog box, then returns to the Patient Notes window. 

Notice that an asterisk (*) displays next to the note in the Patient Notes window, 

indicating that the note is locked as shown in Figure 26. 

Note the asterisk, showing 

that the note is locked. 

Figure 26: Patient Notes – Locked Note 

5. Select the note you just locked, then click . 

Displays the Patient Note dialog box. Notice that the text is dimmed, indicating 

that you cannot change it. 

6. Right-click anywhere in the dialog box, then click Unlock. 

Displays the Unlock dialog box, shown in Figure 27. 


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Notes 



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Figure 27: Unlock Dialog Box 

7. Type your practice database password in the Password field, then click . 

Unlocks the note. 

8. Click . 

You cannot use a password other than your own to lock a 

note. If you make a mistake entering your password, a 

message box displays. Click , then enter a valid 

password to continue. 

Closes the Patient Note dialog box, then returns to the Patient Notes window. 

Notice that the asterisk no longer displays. 

Mailing Notes 

You can mail a note to any other user registered in the MOSAIQ system. In this 

exercise, you will mail a note. 

1. In Patient Notes window, select the note that you created and changed, then click 

. 


2. Right-click anywhere in the dialog box, then click Mail To. 

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

Figure 28: Select Directory Dialog Box 

You use the Select Directory dialog box to select the directory, staff, or location 

that you want to display. 

3. Click . 

Displays the Staff Directory window, shown in Figure 29.


Notes 

Figure 29: Staff Directory Window 

The Staff Directory window displays a listing of staff members defined in 

MOSAIQ. 

Staff members only display in the Staff Directory if Active is 

checked on the Staff dialog box for that staff member. If 

your practice ID does not display, ask your instructor to 

help you check Active so that your practice ID displays. 

4. Double-click your practice user name. 

Sends the note to the specified user. For the purposes of this exercise, you will 

send the message to yourself. 

5. Click . 

Displays the Mail Sent Receipt message box, shown in Figure 30. 

Figure 30: Mail Sent Receipt Message Box 

If you want to receive notification when the specified user accesses the mail 

message, click , otherwise click . 

6. Click . 

Specifies no receipt for the mail sent, then returns to the Patient Notes window. 

7. Click . 

Closes the Patient Notes window. 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes 8. Click File | Close Patient Chart. 

Closes the open patient chart. 

Using the MOSAIQ Mail System 

MOSAIQ provides an internal messaging system so that users can send e-mail 

messages to each other. The MOSAIQ messaging system is separate from any other 

network e-mail system your facility may have. In the following exercises, you will 

access mail, send a message, reply to messages, forward messages, view distribution 

lists, and purge mail. 

Accessing Mail 

In order to send and receive mail, you need to first display the MOSAIQ mail system. 

In this exercise, you will access mail. 


Displays the Mail Messages window, shown in Figure 31. 

Figure 31: Mail Message Window 

The Mail Messages window displays messages for the currently logged-in staff 

member and defaults to the InBox view. 

You can also click Tools | Mail to display the Mail Messages 

window. In addition, you can open the Mail work list on the 

My Work List pane, to view messages.


Notes 2. Double-click any of the messages displayed in the Mail Messages window. 

Opens the message for reading. Notice that the message text is dimmed and 

cannot be changed. To view a message from the My Work List pane, double-click 

a message in the Mail work list to display it in the My Work List Detail pane. 

3. Click . 

Closes the message. Notice that the message no longer displays in the window. 

4. Click next to the View field, then select Staff InBox – All. 

Displays read and unread messages. Notice that the message displays a check 

mark to the left, indicating that you read the message. 

5. Click next to the View field, then select Staff InBox – Unread. 

Displays only unread messages. 

Sending a Message 

Sending messages in MOSAIQ is similar to adding a note to a dialog box. In this 

exercise, you will send a message. 

1. In the Mail Messages window, click . 

Displays the Mail Message dialog box, shown in Figure 32. 

Figure 32: Mail Message Dialog Box 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes The Mail Message dialog box contains fields in which you specify a patient, the 

type of message, a subject, and the message text. Notice the similarity to entering a 

note. 

2. Click next to the Patient field. 

Displays the Select Patient window. 

3. Double-click your lesson patient. 

Enters the selected patient in the Patient field. 

4. Click next to the Type field, then select Physician. 

Specifies the type of note. Notice that the Type field is the only required field when 

sending a message. 

5. Press TAB, type Office Visit, then press TAB. 

Enters the Subject, then moves the insertion point to the message body field. 

6. Type the following message: Please pull last week’s labs for his appt today. 

Enters the body of the text. Your entries should look similar to the ones shown in 

Figure 33. 

7. Click . 

Figure 33: Completed Mail Message Dialog Box 

Displays the Select Directory dialog box.



Displays the Staff Directory window. 

9. Double-click your practice database user name. 

Specifies the user to whom you want to send the mail. For the purposes of this 

exercise, you will send the message to yourself. Displays the Mail Sent Receipt 

message box. 

10. Click . 

Sends the message to the selected staff member without requesting a receipt. 

Notice that the message now displays in your inbox. 

Replying to Messages 

You can directly reply to any message. When you reply, the message is sent to the 

original sender without having to specify a staff member. In this exercise, you will 

reply to a message. 

1. In the Mail Message window, double-click the mail message that you just sent. 

Displays the message in the Mail Message dialog box. 

2. Right-click anywhere in the dialog box. 

Displays the Mail Message Options menu, shown in Figure 34. 

3. Click Reply. 

Figure 34: Mail Message Options Menu 

Displays the Reply to Mail dialog box, shown in Figure 35. 

Figure 35: Reply to Mail Dialog Box 

The Reply to Mail dialog box provides options to include the original mail text in 

the reply, and to retain addresses. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

You can also press CTRL+R to execute the Reply command. 

4. Check the Retain Mail Text checkbox. 

Specifies to include the original mail text in the reply. 

5. Check the Retain Addresses checkbox. 

Specifies to automatically reply to all the names on the distribution list. 

6. Click . 

Saves the reply options, then displays the message in the Mail Message dialog box. 

Notice that a double line separates the message text from the reply text. 

7. Type Which labs would you like pulled? CBC? Chem Panel?, then click 

. 

Enters the reply text, then displays the Select Directory dialog box. 

8. Click . 

Displays the Staff Directory window. Notice that the originating staff member is 

automatically selected. You can accept the automatic selection, add additional 

recipients, or select completely different recipients. 

9. Click . 

Displays the Mail Sent Receipt message box. 

10. Click . 

Sends the reply. 

Forwarding Messages 

You can specify additional recipients by selecting them, then 

pressing SPACEBAR. 

When you receive a message that you want someone else to view who was not on the 

original distribution list, you can forward the message without alterations. In this 

exercise, you will forward a message. 

1. In the Mail Messages window, double-click any message in the list. 

Opens the message for viewing. 

2. Right-click anywhere in the Mail Message dialog box. 

Displays the Mail Message Options menu.


Notes 3. Click Mail To. 

Displays the Select Directory dialog box. 

4. Click . 

You can also press CTRL+M to execute the Mail To 

command. 


5. Double-click your practice user name. 

Specifies the forwarding recipient. For the purposes of this exercise, you will send 

the message to yourself. Displays the Mail Sent Receipt message box. 

6. Click . 


7. Click . 

Forwards the message to the selected recipient. 

Viewing Distribution Lists 

When you receive a message, it may have been sent only to you, or to multiple 

recipients. If you want to view who originally received the message, you can view the 

distribution list. In this exercise, you will view a distribution list. 


Displays the Mail Message dialog box. 

2. Click next to the Type field, then select Admin-General. 

Specifies the message type. 

3. Press TAB, type Test, press TAB, then type This is a test for distribution 

lists. 

Enters the message subject and body text. 

4. Click . 

Displays the Select Directory dialog box. 

5. Click . 



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LTGRAD0003A /1.0/5-Nov-2007 

Notes 6. Select the first name in the list, then press SPACEBAR until all names in the list 

are selected, including yourself. 

Selects names of the staff members you want included in the distribution list. 

7. Click . 


8. Click . 

Sends the message to all the selected recipients. 

9. Double-click the Test mail message. 

Opens the message for viewing. Notice that you cannot tell which other staff 

members were recipients. 

10. Right-click anywhere in the dialog box, then click Distribution. 

Displays the Mail Distribution List dialog box, shown in Figure 36. 

Figure 36: Mail Distribution List Dialog Box 

The Mail Distribution List dialog box displays a list of all the staff members or 

locations who were recipients of the message. 

11. Click . 

Closes the Mail Distribution dialog box. 

12. Click . 

Closes the Mail Message dialog box.


Notes Purging Mail 

When you read messages, they are removed from the active list and placed in an 

inactive list. It is a good idea to periodically purge messages from the inactive list. In 

this exercise, you will purge mail. 

1. In the Mail Message window, click next to the View option, then select Staff 

InBox - All. 

Displays all read and unread messages. 

2. Select a message that you have received, then click . 

Displays the Mail Message dialog box for the selected message. Notice that Note 

Will be Deleted displays at the bottom of the dialog box. 

3. Click . 

If you want to purge multiple messages, tag each message 

(select, then press SPACEBAR), then click . Click 

. 

Deletes the displayed message, then returns to the Mail Messages window. 

You can delete messages from the OutBox in the same way. 


Closes the Mail Messages window. 

Using the Schedule 

Schedules enable you to manage appointments and resources such as staff members 

and locations. MOSAIQ offers multiple schedules, such as a master schedule 

displaying all appointments for a specific date and staff-specific and location-specific 

schedules. In the following exercises, you will view the Staff Schedule, view other 

schedules, and capture a code from a schedule. 

Viewing the Staff Schedule 

The Daily Master Schedule you viewed earlier lists all patients scheduled for 

appointments in the entire department on a specified day. If you want to view only 

appointments for a specific staff member, you can use the Staff Schedule. In this 

exercise, you will view the Staff Schedule. 


Displays the Staff Schedule window, shown in Figure 37. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Figure 37: Staff Schedule Window 

The Staff Schedule window displays all appointments for the staff member listed 

in the Staff field for the current date. By default, appointments for the staff 

member currently logged on to MOSAIQ display. Use the Staff field to change the 

staff member whose appointments display. The Schedule windows default to 

displaying appointments for the current date. If you want to change the date, you 

can use the and buttons to change the date. You can also click in the text 

box between the buttons, then enter a number (2 to move two days forward, -3 to 

move three days back) to display the appointments for the selected date. You can 

also enter 2d to move two days forward or 2w to move two weeks backward. 

2. Click in the text box between the two arrow buttons, then type 3d. 

Displays the Staff Schedule three days in the future. 

3. Click next to the Staff field. 

Displays the Staff Directory window, shown in Figure 38. 

Figure 38: Staff Directory Window


Notes 

You can also select the staff member, then click 

. 

4. Double-click the Attending Physician for your lesson patient. 

Displays the selected staff member’s schedule. 

Viewing Other Schedules 

In addition to the Daily Master Schedule and Staff Schedule, there are other schedules, 

such as the Location Schedule, that you can use to track and manage appointments 

and resources. In this exercise, you will view other schedules. 

1. Click Schedule | Location…. 

Displays the Location Schedule window, shown in Figure 39. 

Figure 39: Location Schedule Window 

The Location Schedule window displays all appointments on the current date for 

the selected location in the Location field. Use the Location field to change the 

location whose appointments you want to display. 

2. Click next to the Location field, then double-click another location. 

Displays the selected location’s schedule for the current date. 

3. Click twice. 

Displays the Location Schedule from two days ago. 


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Notes 4. Click Schedule | Patient…. 

Displays the Patient Schedule window for the currently selected patient, shown in 

Figure 40. 

Figure 40: Patient Schedule Window 

The Patient Schedule enables you to review one patient’s appointments for 

scheduling, treatment, and billing purposes. Patients may also be provided with a 

printed list of their appointments. Patient appointments display on the Daily 

Master Schedule for the scheduled date, as well as on the appropriate Staff or 

Location Schedules. Use the Patient Schedule to ascertain how many 

appointments have been scheduled for the patient, as well as to see the patient’s 

last day of treatment. 

The Date Range section determines which appointments display based on date. The 

default is the current date onward. Use the Patient field to determine which 

patient’s appointments display. Use the View field to change what information 

displays. 

5. Click next to the Patient field, then double-click another patient. 

Displays Patient Schedule for the selected patient. 

6. Click next to the View field, then select Condensed. 

Displays a condensed version of the Patient Schedule, shown in Figure 41.


Notes 

Figure 41: Patient Schedule Window – Condensed View 

The Condensed View displays only the most critical information. The Deleted 

View, displays deleted patient appointments, to find “lost” appointments. 

7. Click Schedule | Daily Master…. 

Displays the Daily Master Schedule window, shown in Figure 42. 

Figure 42: Daily Master Schedule Window 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes The Daily Master Schedule shows all appointments for all locations, patients, and 

staff members for the current date. Unlike the other Schedules, the Daily Master 

has a button that enables you to keep it up to date. 

8. Click Schedule | Daysheets…. 

Displays the Daysheets Options menu, shown in Figure 43. 

9. Click Department…. 

Figure 43: Daysheet Options Menu 

Displays the Select Preference window, shown in Figure 44. 

Figure 44: Select Preference Window 

The Daysheet feature enables you to build and configure custom Department 

daysheets based on your specific scheduling and reporting needs. Once named 

and configured, the Daysheet appears in the Select Preference window. The Select 

Preference window enables you to select which Daysheet you want to view. If you 

have not created a Daysheet, the default Daysheet displays automatically. If you 

had clicked Physician, the Select Preference window also displays, enabling you 

to select your preferred physician Daysheet. 

10. Double-click Default. 

Displays the default Department Daysheet, shown in Figure 45.


Notes 

Figure 45: Default Department Daysheet Window 

Daysheets display a column for each defined resource, a specific set of 

information for each appointment within the resource, and time slots in which the 

appointments are scheduled. The resources and information displayed for each 

appointment are determined in a preference profile. 

11. Click Schedule | User Schedules | Doctors Wkly…. 

Displays the Doctors Weekly schedule window for your practice ID, shown in 

Figure 46. 

Figure 46: Doctors Weekly User Schedule Window 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes The Doctors Wkly User Schedule is a User Defined Schedule. Scroll to the right 

to view other appointments for the week. 

Your facility can create different User Defined Schedules for different purposes, 

staff groups, locations, and/or staff members. The practice database comes with 

three other sample User Defined Schedules: Chemo Chairs displays the scheduling 

for the chemotherapy chairs, Therapists displays the scheduling for the treatment 

machines, and Protons displays the scheduling for the proton accelerator. 

12. Click Schedule | Appointment Calendar | Staff…. 

Displays the Appointment Calendar dialog box for your practice ID, shown in 

Figure 47. 

Figure 47: Monthly Staff Schedule Calendar 

The Monthly Staff Schedule Calendar displays all appointments for the selected 

staff member for the current month. You can view appointments by Activity, 

Patient (default), or Location. In addition, you can view Appointment Calendars for 

locations and patients. 

13. Click Schedule | Appointment Calendar | Guidelines…. 

Displays the Monthly Guideline Allocation Calendar dialog box, shown in 

Figure 48.


Notes 

Figure 48: Monthly Guideline Allocation Calendar 

The Schedule Guidelines feature enables you to set clinic hours, establish 

recurring holidays, enter vacations, and create unique scheduling rules. You can 

set a maximum number of appointments per day/location and you have the ability 

to balance appointments between similar machines or resources when using the 

Find Next Available function. Note that schedule guidelines flow across 

departments, eliminating the need to maintain holidays/vacations for individual 

departments. 

14. Close all schedules except the Staff Schedule. 

Capturing Codes from the Schedule 

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

and Location Schedules, as well as Daysheets and Multi-Resource Schedules. In this 

exercise, you will capture a code from the Staff Schedule. 

1. In the Staff Schedule, select an existing appointment, then right-click or press F4. 

Displays the Schedule Options menu, shown in Figure 49. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

2. Click Capture Only…. 

Figure 49: Schedule Options Menu 

Displays the Code Capture dialog box, shown in Figure 50. 

Figure 50: Code Capture Dialog Box


Notes The Code Capture dialog box enables you to capture procedures and supplies as 

charges. Leave all fields at their defaults. 

3. Click . 

Captures the code, closes the Code Capture dialog box, then returns to the Staff 

Schedule, shown in Figure 51. 

Figure 51: Staff Schedule Showing Captured Charge 

Notice that a C displays in the Status column for the appointment you selected, 

indicating you captured a code. 

Working with Appointments 

Scheduling appointments is one of the most important processes in a medical facility. 

MOSAIQ simplifies the scheduling process and can help to make your day-to-day 

operations more efficient. You can add, edit, and delete appointments from the Daily 

Master, Staff, Location, and Patient schedules, as well as the Department and 

Physician daysheets. In the following exercises, you will add, edit, and delete single 

appointments from the Staff and Daily Master Schedules. 

Adding Appointments to the Schedule 

In this exercise, you will add a single appointment to the Staff Schedule. 

1. In the Staff Schedule, click . 

Displays the Appointment Slip dialog box, shown in Figure 52. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Figure 52: Appointment Slip Dialog Box 

The Appointment Slip dialog box enables you to schedule and edit appointments. 

It contains fields for entering the activity or series of activities, patient (if the 

appointment is for a patient), date and time, duration of the appointment, number 

of days to schedule, department location, responsible staff member, a comment, 

and an appended note. For patient appointments, scheduling also provides 

convenient information about the patient, such as the department identification 

number, home and work telephone number(s), and insurance/co-pay information. 

The Appointment Slip dialog box also contains the following components: 

Displays the Wave Setup Form dialog box which enables you to 

schedule multiple appointments for the patient on a daily, 

weekly, bi-weekly, or monthly basis. 

Indicates the current status of the appointment and displays a 

list of options from which you can select. The option you select 

displays in the Status column. The status options and their 

corresponding indicators are: Unresolved (no status shown on 

schedule), Break (B), No Show (N), Canceled (X), Machine Down 

(M), New Start (S), Old Start (O), and Final Treatment (F). 

Displays the Facts & Photo dialog box for the selected patient. 

Displays the Extended Note window which you can use to 

attach a note to the appointment. If a note is attached, a green 

checkmark displays next to the button. 

Displays the Authorizations dialog box, from which you can 

select the appropriate authorization for the scheduled 

appointment. If there is only one authorization, a green 

checkmark displays next to the button.


Notes 

Displays the Appointment History dialog box, which shows the 

detailed history of the particular appointment. Changes to the 

appointment slip displays in red. 

2. Highlight the patient in the Patient field, then press DELETE. 

Removes the patient from the Patient field. While most appointments apply to a 

patient, others, such as Tumor Board or Inservice, do not. 

3. Click the next to the Activity field. 

Displays the Select Procedure dialog box, shown in Figure 53. 

Figure 53: Select Procedure Dialog Box 

4. Select Other Procedures in the Group column, then double-click TUMBOARD 

(Tumor Board) in the Code/Description column. 

Selects the activity, closes the Select Procedure dialog box, then returns to the 

Appointment Slip dialog box. Notice the Location field is not displayed in red. This 

indicates that you do not have to specify the location for this activity. 

5. Click . 

Saves the appointment, then displays the Conflict Checking dialog box, shown in 

Figure 54. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Figure 54: Conflict Checking Dialog Box 

If you click , MOSAIQ makes sure that there are no conflicts with the 

patient, staff, and location indicated in the appointment. Otherwise, MOSAIQ 

does not check to see if there are conflicts. If a conflict occurs, the Conflict 

Resolution dialog box displays, enabling you to resolve the scheduling conflict. 

6. Click . 

Checks for scheduling conflicts, closes the Conflict Checking dialog box, closes 

the Appointment Slip dialog box, then returns to the Staff Schedule, shown in 

Figure 55. 

Figure 55: Staff Schedule with New Appointment 

Editing Appointments on the Schedule 

Not only can you add appointments from a Schedule window, you can also edit 

existing appointments. In this exercise, you will edit the appointment you just created. 

1. In the Daily Master Schedule window, double-click the appointment you just 

created. 

Displays the Appointment Slip dialog box for the selected appointment.


Notes 2. Click next to the Staff field, then double-click the Attending Physician for your 

lesson patient. 

Specifies the staff member responsible for performing the activity. 

3. Click next to the Location field. 

Displays the Location Directory window, shown in Figure 56. 

4. Double-click Meeting Room 1 RO. 

Figure 56: Location Directory Window 

Specifies the location, closes the Location Directory window, then returns to the 

Appointment Slip dialog box. Your entries should look similar to the ones shown 

in Figure 57. 

Figure 57: Appointment Slip with Changes 


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LTGRAD0003A /1.0/5-Nov-2007 


Saves the appointment, then displays the Conflict Checking dialog box. 

6. Click . 

Checks for scheduling conflicts, closes the Conflict Checking dialog box, closes 

the Appointment Slip dialog box, then returns to the Daily Master Schedule. 

Notice that the location you selected displays in the Location column and the new 

staff member initials display in the Staff column. 

Deleting Appointments on the Schedule 

If necessary, you can also delete an appointment from any schedule. In this exercise, 

you will delete a appointment. 

1. In the Daily Master Schedule window, select the appointment for which you 

captured a code. 

Specifies the appointment you want to delete. 

2. Click . 

Displays the Information message box shown in Figure 58. 

Figure 58: Information Message Box 

Once an appointment has a captured code associated with it, you cannot delete it. 

3. Click . 

Closes the Information message box. The appointment is not deleted. 

4. Select the appointment you created and changed, then click . 

Displays the Appointment Slip dialog box for the selected appointment. 

5. Click . 

Deletes the appointment, closes the Appointment Slip dialog box, then returns to 

the Daily Master Schedule. Notice the appointment no longer displays.


Notes What’s Next 

In this lesson, you learned how to navigate within MOSAIQ, open patient charts, add 

patient notes, use the MOSAIQ mail system, view the physician/staff schedule, view 

other schedules, and capture charges from the schedule. In addition, you learned how 

to add, edit, and delete appointments on the schedule. 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. In the 

next lesson, you will learn how to use and add patient notes from the eCHART 

Navigator, use the Patient Facesheet, review the Treatment Chart, and view allergies 

and alerts. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

The Quick Version 

Logging on to MOSAIQ 

1. On the Windows desktop, double-click the MOSAIQ Practice icon. 

2. In the Staff Login dialog box, type your User Name. 

3. Press TAB. 

4. Type your Password. 

5. Click . 

Using Menus 

1. In the menu bar, click File. 

2. In the File menu, position the mouse pointer on Print Barcodes. 

3. Click anywhere in the MOSAIQ window, but not in the File menu. 

4. Press ALT+F. 

5. Type b. 

6. Press ESC twice. 

7. In the menu bar, click Schedule. 

8. In the Schedule menu, click Daily Master…. 

9. In the Daily Master Schedule window, click . 

Using the Toolbar 


2. In the Daily Master Schedule window, click . 


4. In the Staff Schedule window, click . 


6. In the Code Capture dialog box, click . 

7. In the Update Canceled message box, click .


Notes Using the MOSAIQ User Interface 

1. In the My Work List pane, click next to the work list you want to view. 

2. In the displayed work list, click the column by which you want to sort the work 

list. 

3. Click a work list item to display it in the My Work List Details pane. 

4. In the Work List Detail pane for the selected item, click a button, such as 

, to display the appropriate dialog box or window. 

Opening a Patient Chart 


2. In the Select Patient window, drag the scroll box to the right in the scroll bar. 

3. In the scroll bar, drag the scroll box to the left. 

4. Click next to the View field. 

5. In the View list, select Default. 

6. In the Filter by section, select Inactive. 

7. In the Filter by section, select Active. 

8. In the Sort by section, select MedRc. 

9. Right-click anywhere in the window or press F4. 

10. Select a patient, then click . 



Adding Patient Notes 

1. Open the chart for your lesson patient. 


3. In the Appointment Slip dialog box, click . 

4. In the Appointment Slip Note dialog box, enter the Subject. 

5. Press TAB, then type the contents of the note in the text box. 

6. Click . 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes 7. In the Appointment Slip dialog box, click . 

Viewing the Patient Notes Window 

1. Click eChart | Notes…. 

2. In the Patient Notes window, click next to the View option, then select 

General Patient Notes. 

Entering General Patient Notes 

1. In Patient Notes window, click . 

2. In the Patient Note dialog box, click next to the Type field, then select the note 

type, such as Clinical-General. 

3. Enter the Subject of the note. 

4. Press TAB, then type the contents of the note in the text box. 

5. Click . 

Appending Text to Notes 

1. In Patient Notes window, select the note to which you want to append additional 

information, then click . 

2. In the Patient Note dialog box, right-click anywhere in the dialog box. 

3. In the Patient Note Options menu, click Append. 

4. If necessary, position the insertion point after your initials, then enter the 

information that you want appended to the note. 

5. Click . 

Locking and Unlocking Notes 

1. In Patient Notes window, select the note you want to lock, then click . 

2. In the Patient Note dialog box, right-click anywhere in the dialog box, then click 

Lock. 

3. In the Lock dialog box, type your Password, then click . 

4. In the Patient Note dialog box, click . 

5. In the Patient Notes window, select the note you just locked, then click 

.


Notes 6. In the Patient Note dialog box, right-click anywhere in the dialog box, then click 

Unlock. 

7. In the Unlock dialog box, type your Password, then click . 

8. In the Patient Note dialog box, click . 

Mailing Notes 

1. In Patient Notes window, select the note you want to mail, then click . 

2. In the Patient Note dialog box, right-click anywhere in the dialog box, then click 

Mail To. 

3. In the Select Directory dialog box, click . 

4. In the Staff Directory window, double-click your practice user name. 

5. Click . 

6. In the Mail Sent Receipt message box, click . 

7. In the Patient Notes window, click . 

8. Click File | Close Patient Chart. 

Accessing Mail 


2. In the Mail Messages window, double-click any of the messages displayed in the 

Mail Messages window. 

3. In the Mail Message dialog box, click . 

4. In the Mail Messages window, click next to the View option, then select Staff 

InBox – All. 

5. Click next to the View option, then select Staff InBox – Unread. 

Sending a Message 


2. In the Mail Message dialog box, click next to the Patient field. 

3. In the Select Patient window, double-click your lesson patient. 

4. In the Mail Message dialog box, click next to the Type field, then select the type 

of mail you want to send, such as Physician. 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes 5. Press TAB, enter the Subject of the mail message, then press TAB. 

6. Enter the mail message in the text box. 

7. Click . 


9. In the Staff Directory window, double-click the recipient of the mail message. 


Replying to Messages 

1. In the Mail Message window, double-click the mail message to which you want to 

reply. 

2. In the Mail Message dialog box, right-click anywhere. 

3. In the Mail Message Options menu, click Reply. 

4. In the Reply to Mail dialog box, check the Retain Mail Text checkbox. 

5. Check the Retain Addresses checkbox. 

6. Click . 

7. In the Mail Message dialog box, type your reply, then click . 


9. Click . 


Forwarding Messages 

1. In the Mail Messages window, double-click the mail message that you want to 

forward. 

2. In the Mail Message dialog box, right-click anywhere. 

3. In the Mail Message Options menu, click Mail To. 


5. In the Staff Directory window, double-click the staff member to which you want 

to forward the message. 


7. In the Mail Sent Receipt message box, click .


Notes Viewing Distribution Lists 


2. In the Mail Message dialog box, click next to the Type field, then select the note 

type, such as Admin-General. 

3. Press TAB, enter the Subject of the email, press TAB, then enter the mail message 

itself. 

4. Click . 


6. In the Staff Directory window, select the first name in the list, then press 

SPACEBAR until you have selected all the names you want included in the 

distribution list. 

7. Click . 


9. Double-click the Test mail message. 

10. Right-click anywhere in the Mail Message dialog box, then click Distribution. 

11. In the Mail Distribution List dialog box, click . 


Purging Mail 

1. In the Mail Messages window, click next to the View option, then select Staff 

InBox - All. 

2. Select the message you want purged, then click . 

3. In the Mail Message dialog box for the selected message, click . 


Viewing the Staff Schedule 


2. In the Staff Schedule window, click next to the Staff field. 

3. To change the date, click in the text box between the two arrow buttons, then 

type the number of days (use a negative number to display a prior date). 

4. In the Staff Directory window, double-click the staff member whose schedule you 

want to view. 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes Viewing Other Schedules 

1. Click Schedule | Location…. 

2. In the Location Schedule window, click next to the Location field, then doubleclick 

another location. 

3. To change the date, click to view prior dates or to view future dates. 

4. Click Schedule | Patient…. 

5. In the Patient Schedule window, click next to the Patient field, then double-click 

another patient. 

6. Click next to the View field, then select Condensed. 

7. Click Schedule | Daily Master…. 

8. Click Schedule | Daysheets…. 

9. In the Daysheets Options menu, click Department. 

10. In the Select Preference window, double-click Default. 

11. Click Schedule | User Schedules | Doctors Wkly…. 

12. Click Schedule | Appointment Calendar | Staff…. 

13. Click Schedule | Appointment Calendar | Guidelines…. 

14. Close all schedules. 

Capturing Codes from the Schedule 

1. In a Schedule window, select an existing appointment, then right-click or press 

F4. 

2. In the Schedule Options menu, click Capture Only. 

3 In the Code Capture dialog box, click . 

Adding Appointments on the Schedule 

1. In a Schedule window, click . 

2. In the Appointment Slip dialog box, click the next to the Activity field. 

3. In the Select Procedure dialog box, select the Group, then double-click the 

procedure code in the Code/Description column. 

4. Click . 

5. In the Conflict Checking dialog box, click .


Notes Editing Appointments on the Schedule 

1. In a Schedule window, double-click the appointment that you want to edit. 

2. Make the changes to the appointment, such as adding a Location. 


4. In the Conflict Checking dialog box, click . 

Deleting Appointments on the Schedule 

1. In a Schedule window, select an appointment for which you captured a code. 

2. Click . 

3. In the Information message box, click . 

4. Select an appointment without a captured code, then click . 



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Notes 



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LTGRAD0003A /1.0/5-Nov-2007 

Notes 

Lesson 2 Viewing Patient 

Information 

Objectives 


• Use the eCHART Navigator 

• Add patient notes from eCHART Navigator 

• Use the Patient Facesheet 

• Review the Treatment Chart window 

• View and add allergies and alerts 

eCHART is a multi-functional electronic treatment chart that organizes and 

maintains critical treatment information required throughout the course of radiation 

therapy. Displaying treatment information provides you with a wealth of 

information about your patients and how they are being treated in your facility. 

In this lesson, you will use the eCHART Navigator to add patient notes and view 

the patient Facesheet, as well as review the Treatment Chart window, and view and 

add allergies and alerts. 

To select an existing patient, you must have Administrative | 

General | View rights. 

To view the eCHART Navigator, Diagnoses and Interventions 

window, and the Treatment Chart window, you must have 

Clinical | General | View rights. 

To view the Treatment Calendar, you must also have Clinical 

| Care Plans | View rights. 

To view the Dose Site Summary window, you must have 

Clinical | Action Points | View and | Tx Status | View rights. 

To view the Allergies and Alerts dialog box, you must have 

Clinical | Allergies | View rights. To add or modify allergies 

and alerts, you must also have Clinical | Allergies | Modify 

rights. 

To add a patient note for an alert, you must have Clinical | 

Notes | Modify rights.

Notes 

Lesson 2: Viewing Patient Information 


LTGRAD0003A /1.0/5-Nov-2007 

Displaying the eCHART Navigator 

The eCHART Navigator window gives you access to patient information from a single 

window. You can also enter or update summary information from selected areas of 

eCHART for the selected patient, such as diagnoses or medication orders. You can 

create clinical notes about the patient and assign them to a clinical category. In this 

exercise, you will display the eCHART Navigator window. 

1. Open the chart of your lesson patient, then click eChart | Navigator…. 

Displays the eCHART Navigator window, shown in Figure 59. 

Figure 59: eCHART Navigator Window 

The eCHART Navigator window contains the following fields and information: 

Diagnosis 

Display 

Clinical Note 

Buttons 

Other clinical 

note tabs 

Current clinical note tab 

Clinical note 

contents 

Diagnosis and 

patient information 

Summary information from the Diagnoses 

and Interventions window 

Displays the name of the patient, their medical record 

number, and age/date of birth as well as attending and 

referring physicians. 

Displays notes related to the clinical note tabs, which are 

defined for a specific department. The default clinical note 

tabs enable you to add notes about a patient’s family, social, or 

radiological history.


Notes 

Displays the main tab of the Flowsheet window, from which 

you can view assessment, lab, or other information about a 

patient. 

Displays the Assessment tab in the Flowsheet window, from 

which you can view or change assessment information on a 

patient. 

Displays the Image List window, from which you can view or 

change images for a patient. 

Displays the patient’s Quality Checklist window, from which 

you can view or change Quality Checklist items for a patient. 

Displays the Patient Schedule window, from which you can 

view or change scheduled appointments and activities for a 

patient. 

Displays diagnosis information entered from the Diagnoses 

and Interventions window. Clicking 

displays the Diagnoses 

and Interventions window. 

Displays lab and medication orders, as well as their status, for 

the last 14 days. Clicking 

displays the Orders dialog box. 

Displays any eSCRIBE, eSCAN, or PhAST Note documents 

related to the patient, as well as the date and status of the 

documents. Clicking 

displays the Documents window. 

Displays the labs and vital statistic information for the last 21 

days. Information is listed alphabetically. Clicking 

displays the Laboratory 

tab in the Flowsheet window. 

Displays the expanded Dose Site Summary with an option to 

display dose actions points. Dose Sites are listed in the same 

order as they are displayed on the Diagnoses and 

Interventions window. 

Displays any allergies the patient may have, as well as any 

medical alerts (such as DNR or Do Not Resuscitate). Clicking 

displays the Allergies by 

Severity dialog box. 


LTGRAD0003A /1.0/5-Nov-2007

Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Adding Patient Notes from the eCHART 

Navigator 

The eCHART Navigator contains configurable Summary tabs that enable you to enter 

patient notes quickly and efficiently. Each tab represents a different category 

established for your department. In this exercise, you will add notes to the patient 

chart from the eCHART Navigator. 

1. In the eCHART Navigator window, click anywhere in the Summary Writer box. 

Positions the insertion point in the Summary Writer box. 

2. Type Basal cell CA on tip of nose in 2000. 

Enters the text to add to the chart. 

3. Click . 

Adds the note text to the Patient Clinical Summary box as shown in Figure 60. 

Figure 60: eCHART Navigator Window Showing Patient Note 

4. In the menu bar, click eChart | Notes…. 

Displays the Patient Notes window, shown in Figure 61.


Notes 

Figure 61: Patient Notes Window 

Notice that the note you entered in the eCHART Navigator is entered as a general 

patient note with a type of Clinical-Onc Hx. 

Notes entered from the Patient Notes window with a type of 

Clinical-, where is one of the eCHART Navigator 

Summary tabs defined for your department, also display on 

the corresponding tab in the eCHART Navigator window. 

5. Select the note you just added, then click . 


6. Type 1988 Dx’d Stage 1 Prostate after the existing note text, then click 

. 

Enters additional note text to add to the chart, then closes the Patient Note dialog 

box. 


Closes the Patient Notes window. Notice that the text you added displays with the 

original text of the note in the eCHART Navigator. 

8. In the Summary Writer pane, click . 

Displays any existing notes about the patient’s social history. 

9. Type Patient and wife are having difficulties adjusting to the new 

radiation and chemotherapy regimens. Have recommended 

counseling. 


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LTGRAD0003A /1.0/5-Nov-2007 


Adds the note to the patient’s social history as shown in Figure 62. 

Figure 62: eCHART Navigator Window Showing Second Patient Note 

Using the Patient Facesheet 

The main tab of the eCHART Navigator enables you to view notes, diagnoses, orders, 

and other information. The Patient Facesheet tab enables you to view additional 

patient information, such as insurance payers. In this exercise, you will view the 

Patient Facesheet. 

1. In the eCHART Navigator, click . 

Displays the Patient Facesheet, shown in Figure 63.


Notes 

Figure 63: eCHART Navigator Window Showing Patient Facesheet 

The Patient Facesheet tab displays summary information entered using the Patient 

Demographic Data dialog box and the Patient Insurance Information window. 

The icon indicates that you can click anywhere in the information pane to 

access more detailed information. 

2. Click anywhere in the top pane. 

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

box, shown in Figure 64. 

Figure 64: Patient Demographic Data Dialog Box – Name/IDs/Personal Tab 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes The Name/IDs/Personal tab of the Patient Demographic Data dialog box 

enables you to maintain the patient’s full name and the important identification 

numbers your facility uses to manage patient information. Additionally, you can 

display and edit the patient’s home and work addresses, phone number(s), 

occupation, marital status, race, gender, and other personal information using the 

fields in this tab. 

3. Click . 

Closes the Patient Demographic Data dialog box. 

4. Click anywhere in the middle pane. 

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

Figure 65. 

Figure 65: Patient Demographic Data Dialog Box – Attending Tab 

The Attending tab of the Patient Demographic Data dialog box displays the 

attending and referring physicians for your patient. You can specify attending or 

referring physicians for up to three departments. 

5. Click . 

Closes the Patient Demographic Data dialog box. 

6. Click anywhere in the bottom pane. 

Displays the Patient Insurance Information window, shown in Figure 66.


Notes 

Figure 66: Patient Insurance Information Window 

The Patient Insurance Information window lists all of the responsible payers for 

the selected patient, including the priority status and the patient policy number for 

each payer. Typically, each patient has one or more insurance companies (for 

example, Medicare or a private carrier) and patient direct billing (the patient or the 

patient’s guardian). 

7. Close the Patient Insurance Information window, then close the eCHART 

Navigator window. 

Viewing the Treatment Chart 

The Treatment Chart window enables you plan and review radiation treatments, as 

well as initiate treatment delivery. The Treatment Chart window has two views: the 

Treatment Calendar for planning radiation therapy treatments, and the Treatment 

Chart for reviewing historic and planned treatments and initiating treatment delivery 

or QA Mode sessions. The Treatment Calendar is used to create treatment session 

schedules that you can refer to when treating fields and taking portal images and is not 

covered here. The Treatment Chart is used to assist you while monitoring patient 

progress throughout the course of treatment. Critical information, including 

treatments given, accumulated dose, treatment fields, portal images recorded, MU, 

recording therapists, and doses is available in the Treatment Chart view. In this 

exercise, you will display and review the Treatment Chart window. 

1. Click eChart | Radiotherapy Treatment…, or click on the toolbar. 

Displays the Treatment Chart window, shown in Figure 67. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Prescription Group – Displays radiation 

prescription info for the treatment event. 

Diagnosis Group – Displays diagnosis 

and course info for the treatment event. 

Historic and Planned Treatment 

List – Displays a listing of daily 

treatments for the patient. 

Figure 67: Treatment Chart Window 

Only the dose site columns scroll when you use the scroll box 

to display the fields that are hidden off to the right. The 

dose site column heading displays the name of the dose site 

preceded by Rx: for prescribed treatment sites, RxCum: for 

Cumulative Primary Dose Tracking Sites, or Sec: for 

Secondary Dose Tracking Sites. Examples are Rx:Brain, or 

Sec:Cord. 

The Treatment Chart enables you to review previous and planned treatments, as 

well as initiate treatment delivery. The Treatment Chart window displays the 

following information: 

Diagnosis 

Group 

Prescription 

Group 

Click these icons to display the source 

window or dialog box associated with 

the info in the corresponding group. 

Treatment Detail Group – 

Displays field detail information for 

the treatment event. 

Displays diagnosis and course information for the treatment 

session selected in the Historic and Planned Treatments list. 

Click the left-most to display the Diagnosis or Oncology 

Diagnosis dialog box. Click the right-most to display the 

Patient Care Plan dialog box. 

Displays radiation prescription information for the treatment 

session selected in the Historic and Planned Treatments list. 

Click to display the Radiation Prescriptions dialog box.


Notes Treatment 

Detail Group 

Displays field detail information for the treatment session 

selected in the Historic and Planned Treatments list. Click 

to display the Historic Treatment dialog box. 

Historic and Planned Treatments List 

Session Displays basic information about the treatment session: 

No Displays the treatment session number for the 

summary treatment session only. Click + to display 

individual treatments. 

Date Displays the date of pending/administered treatment 

for the summary treatment session only. 

Time Displays the time of the administered/pending 

treatment. 

Field Displays information on treated or planned fields, as well as 

delivered or planned portal imaging: 

ID Displays the number of treated or planned fields for 

the summary treatment session. For individual 

treatments, displays the field ID. 

Fx Displays the number of times the treatment field was 

or will be recorded. 

ED Displays the number of days that have elapsed or will 

elapse between the first treatment and the current 

treatment. 

Seq Displays field sequencing, if applicable. 

PI In the main treatment session, displays the number of 

fields that have or will have portal imaging. In the 

individual treatment fields, displays the number of port 

image monitor units recorded for treated fields and the 

planned portal image(s) for planned fields. 

MU In the individual treatment fields, displays the number 

of monitor units delivered or scheduled for the field. 

Dose Displays the calculated field dose delivered or planned. 

Machine Displays the machine used or scheduled. 

Notes Displays the notes type indicator as applicable for both 

treatment sessions and individual treatment fields: 

T Historic Treatment Note 

S Field Setup Note 

P Prescription Site Note 

F Fraction Specific Note 

D Dose Action Point 

C Treatment Calendar Session Note 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes Sts Displays the treatment status for delivered treatment or 

planned treatment: 

m Manually recorded treatment 

H Hidden fields for a planned treatment 

A Approved treatment field or session 

p Partial treatment of a planned treatment 

^ First actual or planned treatment with a new or updated 

treatment field definition or prescription 

* Overrides were recorded 

+ Includes data from multiple treatments and/or portal 

image records for a field in the same session 

By Displays the initials of the user(s) who administered the 

treatment or approved the planned treatment session. 

Rx: Displays as many as 20 dose site columns, but all dose sites are 

tracked even if they do not display. Each dose site column 

contains sub-columns providing recorded or planned 

treatment information for the specified dose site. The dose 

site column heading indicates the dose site type: 

Rx: Prescribed Treatment Sites 

Sec: Secondary Sites 

RxCum: Cumulative Primary Dose Tracking Sites 

Cum: Secondary Cumulative Dose Tracking Sites 

The dose site type is followed by the dose site; for example, 

Rx:Left Central Breast or Cum:Lung. 

The columns displayed in this section are as follows: 

Fx Displays the calculated number of fractions treated or 

planned for the prescription dose site or summary 

treatment sessions. 

Ses Non-Rx sites only. Displays the number of dose sitespecific 

treatment sessions delivered or planned for 

summary treatment sessions. 

ED Displays the number of days that have elapsed or are 

projected to elapse since the first treatment of the dose 

site for summary treatment sessions. 

Dly Displays the calculated daily dose actually delivered, or 

planned to be delivered, to the dose site during the 

session. 

Cum Displays the actual or planned cumulative dose to be 

delivered to the dose site. 

Displays the Treatment Calendar window, from which you 

can create, modify, or delete treatment sessions, as well as 

schedule or modify fields to treat. You can also arrange portal 

imaging within sessions.


Notes 

Displays the Dose Site Summary window, from which you can 

view the radiation dose, defined as a dose tracking site, 

administered to each treatment site. 

Displays the Treatment Chart Notes window, from which you 

can view notes on the patient’s radiation treatments. 

Displays the Treatment Delivery Table dialog box, from 

which you can deliver actual or manual treatments. 

Displays the Treatment Delivery Table dialog box in QA 

(Quality Assurance) mode, from which you can run a 

treatment field quality check without adding to dose or 

fractions in the patient’s chart. 

2. Click anywhere in the horizontal scroll bar to the right of the scroll box. 

Displays the hidden columns to the right. Notice that only the dose site columns 

scroll. 

3. Close the Treatment Chart window. 

Viewing Allergies and Alerts 

You can enter (and view) allergy information for your patient. Allergy information 

appears in MOSAIQ where the information could be critical to patient care. Allergy 

categories include Medication, Allergen Group, Food, Miscellaneous, and 

Miscellaneous Contraindication categories. In the following exercises, you will view 

and add allergy and alert information. 

Viewing the Allergies by Severity Dialog Box 

In this exercise, you will view the Allergies by Severity dialog box. 

1. Click eChart | Allergies and Alerts…. 

Displays the Allergies by Severity dialog box, shown in Figure 68. 


LTGRAD0003A /1.0/5-Nov-2007

Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Figure 68: Allergies by Severity Dialog Box 

The Allergies by Severity dialog box contains a listing of patient allergies and 

specifies a Do NOT Resuscitate alert, which is standard and cannot be changed. 

Your facility can configure seven additional alerts. In the practice database, these 

additional alerts are shown with samples such as DPAHC (durable power of 

attorney for health care) and VAD (patient has a vascular access device). 

The MOSAIQ System Configuration Guide for Radiation 

Oncology provides the procedure for configuring alerts. 

The Allergies by Severity dialog box contains the following information: 

View Applies the filters to the allergy listing: By Severity, By Type, and 

By Medication. Click to display the available filters: 

By Severity – Displays all allergies grouped by severity; for 

example, Mild, Moderate, and Severe. 

By Type – Displays all allergies grouped by type; for example, 

Drug Allergy, Food Allergy, etc. 

By Medication – Displays a listing of all allergies in 

alphabetical order by type; medications the patient is allergic to 

are listed last in alphabetical order by generic name. 

Severity Displays the severity of the reaction to the allergen as entered 

on the Patient Allergy dialog box. 

ID Date Displays the date on which the allergy was identified.


Notes Type Displays the type of allergy the patient has as entered in the 

Patient Allergy dialog box. 

Medication If the patient is allergic to a medication, displays the medication 

the patient is allergic to as entered in the Patient Allergy dialog 

box. 

Description Displays approximately the first 25 characters of the description 

entered in the Patient Allergy dialog box. 

Alerts 

(checkboxes) 

Indicates information affecting a patient’s care and/or clinician 

decisions regarding the patient’s care. If a patient has a 

condition matching an item in the Alerts section, check the 

appropriate checkbox. This enables the physician to quickly 

determine if there are other variables to take into consideration 

when considering treatment alternatives. 

Displays a menu from which you select an allergy type to add: 

Medication Allergy – Indicates that the allergy is for a specific 

drug, then displays the Patient Allergy dialog box. 

Allergen Group – Indicates that the allergy is for a particular 

allergen group, such as ragweed, then displays the Patient 

Allergy dialog box. 

Food Allergy – Indicates the patient is allergic to a specific 

food or group of foods, such as avocados or gluten (wheat 

products), then displays the Patient Allergy dialog box. 

Misc. Allergy – Indicates that the patient is allergic to 

something other than a medication, general group of allergens, 

or a food allergy, then displays the Patient Allergy dialog box. 

NKDA – Indicates that the patient has no known drug 

(medication) allergies. Automatically creates an entry in the 

Allergy list. 

Displays the Patient Allergy dialog box for the selected allergy, 

from which you can make changes. 

Deletes the selected patient allergy. 

Provides a screening to see if any ordered medications could 

conflict with documented allergies. 

Displays the Patient Note window, which you can use to attach 

a note about the Do Not Resuscitate alert. If a note is attached, 

a green checkmark displays adjacent to the DNR Note button. 


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Notes Adding Medication Allergy Information 

You can add allergy information for medication, allergen group, food, miscellaneous, 

and miscellaneous contraindication categories. In this exercise, you will add 

medication allergy information. 

1. In the Allergies by Severity dialog box, click . 

Displays a pop-up menu that lists the categories available for entering allergy 

information, shown in Figure 69. 

Figure 69: Allergy Categories Menu 

NKDA stands for No Known Drug Allergy. 

2. Click Medication Allergy. 

Displays the Patient Allergy dialog box, shown in Figure 70. 

Figure 70: Patient Allergy Dialog Box 

The Patient Allergy dialog box contains the following information and options: 

Allergy Type Displays the type of allergy. 

Medication Specifies the medication to which the patient is allergic. Click 

to display the Medications Formulary window from which 

you can select the medication. 

Reaction Specifies the allergic reaction. Click 

available reactions. 

to display a list of 

Severity Specifies the severity of the allergic reaction. Click to 

display a list of available reactions.


Notes ID Date Specifies the date on which the allergy was identified. Click 

to display the Calendar tool to help you enter a date. This field 

defaults to the current date. 

Description Provides a more extensive description of the allergy. You may 

enter a maximum of 60 characters. 

3. Click next to the Medication field. 

Displays the Medications Formulary window, shown in Figure 71. 

Figure 71: Medications Formulary Window 

The Medications Formulary window lists all the medications entered into the 

MOSAIQ system that your facility uses. You can use the Find feature to quickly 

display a medication by typing the first few letters of the medication. The View 

field enables you to sort the medications displayed in Medications Formulary 

window By Generic Name, Brand Name, By Class and Generic, and By Class and Brand. 

4. Type Co, then double-click Co-trimoxazole DS. 

Specifies the medication to which the patient is allergic, then returns to the Patient 

Allergy dialog box. 

5. Click next to the Reaction field. 

Displays the Reaction list, shown in Figure 72. 


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Notes 



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6. Select Breathing Difficulties. 

Specifies the allergic reaction. 

Figure 72: Reaction List 

7. Click next to the Severity field, then select Severe. 

Specifies the severity of the allergy. 

8. Type Patient has also experienced rash and itching in the Description field, 

then click . 

Enters a description that indicates further information for the patient’s allergy, 

saves the allergy information, then returns to the Allergies by Severity dialog box, 


Figure 73: Allergies by Severity with Medication Allergy 

9. Add a second medication allergy.


Notes Viewing Allergen Group Information 

When you know that the patient is allergic to a specific drug ingredient, you may enter 

this information as an allergen to insure that you are warned when prescribing any 

medication in the database that includes this ingredient. In this exercise, you will view 

the allergen group Patient Allergy dialog box. 


Displays the list of categories available for entering allergy information. 

2. Click Allergen Group. 


Figure 74: Patient Allergy Dialog Box – Allergen Group View 

Notice that the upper section of this view of the Patient Allergy dialog box 

contains a full text search feature. 

3. Click . 

To search for an allergen group, your facility must have a 

license for First DataBank. For more information using the 

Allergen Group view of the Patient Allergy dialog box, see 

the Online help for MOSAIQ. 

Closes the Patient Allergy dialog box, then returns to the Allergies by Severity 

dialog box. 


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Notes Entering Other Allergy Information 

Along with medication allergies and allergen groups, you can specify food, 

miscellaneous, or contraindication allergies using the Allergies and Alerts feature. In 

this exercise, you will enter food allergy information. 


Displays the list of categories available for entering allergy information. 

2. Click Food Allergy. 


Figure 75: Patient Allergy Dialog Box – Food Allergy View 

Notice that the Patient Allergy dialog box for food allergies is nearly identical to 

the one for medication allergies – only the Medication field does not display. 

3. Click next to the Reaction field, then select Hives. 

Specifies the type of reaction. 

4. Click next to the Severity field, then select Moderate. 

Specifies the severity of the allergic reaction. 

5. Type Oranges and orange products in the Description field. 

Enters a description of the allergy. 

6. Click . 

It is especially important to write a description of food, 

miscellaneous, and contraindication allergies as you cannot 

select from a list as you can with medications. The 

description is also the first part of a food allergy description 

displayed in the eCHART Navigator and Chart view. 

Saves the allergy information, then returns to the Allergies by Severity dialog box. 

Notice that the allergies are sorted by severity.


Notes Changing Sort Order 

You can change the sort order of the allergies displayed in the Allergies by Severity 

dialog box. In this exercise, you will change sort order. 

1. In the Allergies by Severity dialog box, click next to the View field. 

Displays the View list, shown in Figure 76. 

Figure 76: View List 

You can view allergies by severity, type, or medication only. 

2. Select By Type. 

Sorts the allergies by type. Notice that the Type column now displays first in the 

dialog box as shown in Figure 77. 

Figure 77: Allergies by Severity Viewed by Type 

3. Click next to the View field, then select By Medication. 

Displays allergies by medication. 

Notice that the food allergies, miscellaneous allergies, and 

allergen groups do not display. 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes 4. Click next to the View field, then select By Severity. 

Sorts the allergies by severity. Notice that the Food Allergy now displays. Allergen 

groups and miscellaneous allergies would also display in this view. 

Specifying Do NOT Resuscitate 

A special field and note have been provided for you to specify when patients indicate 

that they do not wish to be resuscitated. In this exercise, you will specify a patient as 

Do NOT Resuscitate. 

1. In the Alerts section of the Allergies by Severity dialog box, check the Do NOT 

Resuscitate checkbox. 

Specifies that the patient does not wish to be resuscitated. Notice that the message 

displays in large letters at the bottom of the dialog box when you select this 

option. 

2. Click . 

Displays the Patient Note window, shown in Figure 78. 

Figure 78: Patient Note Window 

3. Type Living Will in the Subject field, then press TAB. 

Enters the note subject, then moves the insertion point to the note text box.


Notes 4. Type Living will on file in patient chart. Patient is adamant concerning 

no life support whatsoever. 

Enters the note text. 

5. Click . 

Saves the Do NOT Resuscitate note, then returns to the Allergies by Severity 

dialog box. Notice that a green checkmark displays next to , indicating 

that a note exists. The Allergies by Severity dialog box should look similar to the 

one shown in Figure 79. 

Figure 79: Allergies by Severity Dialog Box – Completed 

6. Click to close the Allergies by Severity dialog box. 

What’s Next 

In this lesson, you learned how to use and add patient notes from eCHART 

Navigator, use the Patient Face Sheet, review the Treatment Chart and Dose Site 

Summary, and view allergies and alerts. Use the Quick Version as a concise, step-bystep 

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. In the next lesson, you will 

learn how to enter oncology diagnosis and staging information, affirm a diagnosis, 

view the Diagnoses and Problem List, and add additional diagnoses. 


LTGRAD0003A /1.0/5-Nov-2007

Notes 



LTGRAD0003A /1.0/5-Nov-2007 


Displaying the eCHART Navigator 

1. Open the chart of your lesson patient, then click eChart | Navigator…. 

Adding Patient Notes from the eCHART Navigator 

1. In the eCHART Navigator window, click anywhere in the Summary Writer box. 

2. In the Summary Writer box, type the patient note. 

3. Click . 

4. In the menu bar, click eChart | Notes…. 

5. In the Patient Notes window, select the note you just added, then click . 

6. In the Patient Note dialog box, type additional information you want appended 

after the existing note text, then click . 


8. In the Summary Writer pane of the eCHART Navigator, click . 

9. Type the information for the patient note. 

10. Click . 

Using the Patient Facesheet 

1. In the eCHART Navigator, click . 

2. In the Patient Facesheet tab, click anywhere in the top pane. 

3. In the Name/IDs/Personal tab of the Patient Demographic Data dialog box, click 

. 

4. In the Patient Facesheet tab of the eCHART Navigator, click anywhere in the 

middle pane. 

5. In the Attending tab of the Patient Demographic Data dialog box, click 

. 

6. In the Patient Facesheet tab of the eCHART Navigator, click anywhere in the 

bottom pane. 

7. Close the Patient Insurance Information window, then close the eCHART 

Navigator window.


Notes Viewing the Treatment Chart 

1. Click eChart | Radiotherapy Treatment…, or click on the toolbar. 

2. In the Treatment Chart window, click anywhere in the horizontal scroll bar to the 

right of the scroll box. 

Viewing the Allergies by Severity Dialog Box 

1. Click eChart | Allergies and Alerts…. 

Adding Medication Allergy Information 


2. In the Allergies Categories list, click Medication Allergy. 

3. In the Patient Allergy dialog box, click next to the Medication field. 

4. In the Medications Formulary window, type the first few letters of the medication, 

then double-click the medication. 

5. In the Patient Allergy dialog box, click next to the Reaction field. 

6. Select the allergic reaction, such as Breathing Difficulties. 

7. Click next to the Severity field, then select the severity of the reaction, such as 

Severe. 

8. Enter additional information about the allergy in the Description field, such as other 

symptoms, then click . 

Viewing Allergen Group Information 


2. Click Allergen Group. 

3. Click . 

Entering Other Allergy Information 


2. Click Food Allergy. 

3. In the Food Allergy view of the Patient Allergy dialog box, click next to the 

Reaction field, then select the allergic reaction, such as Hives. 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes 4. Click next to the Severity field, then select the severity of the reaction, such as 

Moderate. 

5. Enter a description of the food allergy in the Description field. 

6. Click . 

Changing Sort Order 

1. In the Allergies by Severity dialog box, click next to the View field. 

2. In the View list, select By Type. 

3. Click next to the View field, then select By Medication. 

4. Click next to the View field, then select By Severity. 

Specifying Do NOT Resuscitate 

1. In the Alerts section, check the Do NOT Resuscitate checkbox. 

2. Click . 

3. In the Patient Note window, enter the Subject, then press TAB. 

4. Enter the do not resuscitate note text. 

5. Click . 

6. In the Allergies by Severity dialog box, click .



LTGRAD0003A /1.0/5-Nov-2007 

Notes 

Lesson 3 Entering 

Diagnosis 

Information 

Objectives 


• Enter diagnosis and staging information 

• Affirm a diagnosis 

• View the Diagnosis and Problem List 

• Add additional diagnoses 

Defining radiation prescriptions is a basic part of the clinical chart in MOSAIQ. But 

before you can define the prescription, you must enter a diagnosis. eCHART 

contains the Oncology Diagnosis dialog box for entering diagnosis and staging 

information as recommended by the AJCC. The information in the dialog box 

includes the data set recommended by JCAHO for accreditation of a comprehensive 

cancer program, the patient’s diagnosis per IDC-O, and the tumor stage per AJCC 

standards. 

Keep in mind that a course of radiation therapy as defined in MOSAIQ includes not 

only the primary site, but all sites related to the primary. For example, if a patient 

has a lung tumor and bone metastases related to the lung site, then both the primary 

tumor and the bone metastases would be treated under Course 1. However, if a 

patient comes in with a new primary site, that site and all related metastases would 

be treated under Course 2. 

In this lesson, you will enter diagnosis and staging information, affirm a diagnosis, 

view the Diagnosis and Problem List dialog box, and add related diagnoses. 

To admit a new patient, you must have Administrative | New 

Patient | Modify security rights. 

To view the Diagnoses and Interventions window and the 

Diagnosis and Problem List dialog box, you must have 

Clinical | General | View rights. 

To enter and affirm a diagnosis, you must also have Clinical 

| Diag/Staging | Modify rights.

Notes 

Lesson 3: Entering Diagnosis Information 


LTGRAD0003A /1.0/5-Nov-2007 

Adding a Diagnosis 

You need to enter diagnosis and staging information before you can treat a patient. It 

is also important to record the patient’s consult date, diagnosis category (also, the 

specific diagnosis if you know it), and treatment objective for reporting purposes. In 

the following exercise, you will view the Oncology Diagnosis dialog box and add a 

diagnosis. 

Viewing the Oncology Diagnosis Dialog Box 

In this exercise, you will view the Oncology Diagnosis dialog box. 

1. Quick admit a new patient (ask your instructor for assistance if needed). 

Specifies the patient for whom you are adding the diagnosis. 

2. Click eChart | Diagnoses and Interventions…. 

Displays the Diagnoses and Interventions window, shown in Figure 80. 

Figure 80: Diagnoses and Interventions Window 

Notice that the window is blank, indicating that a complete diagnosis for this 

patient has not been entered and a Care Plan has not been assigned. 

The Diagnoses and Interventions window displays all diagnoses for the selected 

patient and any Care Plan information already entered. Notice that the Diagnoses 

and Interventions window defaults to the Order Set level of detail.


Notes The Diagnoses and Interventions window displays the following information and 

options: 

Header Displays diagnosis and related Care Plan, cycle, and activity 

information. 

CD For multi-day cycles, displays the cycle day on which to perform 

the activity. For example, 1 indicates the activity should occur 

on the first day of the cycle. 

Start Displays a date for the corresponding activity as follows: 

Diagnosis displays the date of initial diagnosis as entered in the 

Oncology Diagnosis dialog box. 

Care Plan displays the start date of the first cycle in the Care 

Plan. 

Cycle displays the date the cycle begins. 

Order Set displays the date the order set should take place. 

Status Displays the status of the course of treatment. If the item status 

is Pending, the column is blank. Any other status for an item 

displays one of the following indicators: 

A (Approved), C (Completed), H (On Hold for cycles), P 

(Process Locked), V (Voided), and X (Closed). 

An O appearing after a status indicates orders are associated 

with that item (as in AO and CO). 

The date the status was last changed displays to the right of the 

indicator along with the initials of the user who last changed the 

status. 

Level Determines the level of detail displayed in the Diagnoses and 

Interventions window: Diagnosis, Care Plan, Cycle, Order Set, 

Regimen, Component, and All. 

Displays the Diagnosis and Problem List dialog box, which you 

can use to view, enter a status for, modify, delete, and add a 

diagnosis for the patient. It also contains a list of the patient’s 

diagnoses. 

Once you have entered a diagnosis, displays a blank Patient 

Care Plan dialog box. The highlight bar may be positioned 

anywhere in a diagnostic folder when you click . If 

no diagnosis exists, the message No diagnosis exists for this patient. 

Please enter a diagnosis before attempting to enter a care plan. displays. 

Whenever a new Care Plan is added (or new cycles are added to 

an existing Care Plan), all of the associated order sets are created 

with effective dates. 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Displays the Order Sets window. The highlight bar may be 

positioned on a Care Plan cycle folder or any Care Plan cycle 

when you click . 

If no Care Plan exists, the message No care plan exists for this 

patient. Please enter a care plan before adding an order set. displays. 

If you highlight a Care Plan folder that contains cycles with the 

status of C, X, or V, the message The care plan to which you are 

attempting to add an order set is Complete, Closed, or Void. Please select 

an active care plan or add a new care plan before adding an order set. 

displays. 

Opens a blank Radiation Prescriptions dialog box for the active 

patient. This button is only available from the Radiation tab. 

The highlight bar may be positioned anywhere in a Care Plan 

folder when you click . If no active Care Plan exists, 

the message No active care plan exists for this patient. Please enter a 

care plan before attempting to enter a Radiation Prescription. displays. 

Opens a blank Treatment Field Definition dialog box for the 

active patient. This button is only available from the Radiation 

tab. The highlight bar may be positioned anywhere in a RadRx 

folder when you click . If no RadRx exists, the 

message No active Radiation Prescription exists for this patient. Please 

enter a Radiation Prescription before attempting to add a Tx Field. 

displays. 

Opens a blank Simulation Field dialog box for the active 

patient. This button is only available from the Radiation tab. 

The highlight bar may be positioned anywhere in a RadRx 

folder when you click . If no RadRx exists, the 

message No active Radiation Prescription exists for this patient. Please 

enter a Radiation Prescription before attempting to add a Simulation. 

displays. 

Opens the Site Setup dialog box, from which you can select 

patient orientation. Only available when a radiation treatment 

field is selected. If you select a row that is not within a site, then 

you are prompted to select a site. 

Displays the selected item for editing. 

Deletes the selected item. You cannot delete approved items. 

Rereads all displayed records and refreshes the display to 

include any additions, modifications, or deletions. This is useful 

if another user may be adding or modifying information to the 

same patient.


Notes 

Displays the Record Status dialog box, which you can use to 

approve Care Plan cycles. Note that you can only approve one 

Care Plan or Care Plan cycle at a time. 

Opens the Dosimetry Setup window unless this is the first time 

this option is selected after you add a prescription site. In this 

case, the Dosimetry Setup Information dialog box displays first. 

This button is only available from the Radiation tab. 

Opens the Archived Objects window, only available if your site 

is registered for MOSAIQ Oncology PACS. 

You switch tabs by clicking on the tab you want to view. Some information may 

be restricted to a specific tab within the Diagnoses and Interventions window. 

3. Click . 

You can also press CTRL+TAB to cycle through the window 

tabs. 

Displays the Diagnosis and Problem List dialog box momentarily, then displays 

the Oncology Diagnosis dialog box, shown in Figure 81. 

Figure 81: Oncology Diagnosis Dialog Box 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

If the Oncology Diagnosis Format checkbox is not selected on 

the Clinical (General) tab in Department Setup (click File | 

System Utilities | Department Setup…), the Diagnosis dialog 

box displays. 

If you were modifying or adding more information to an 

existing diagnosis, you would select the diagnosis in the 

Diagnosis and Problem List dialog box, then click 

to display Oncology Diagnosis dialog box. 

Notice the Close Display Folder checkbox. When checked, the diagnosis is shown in 

the Diagnoses and Interventions window, but cannot be used to assign Care Plans 

or activities to the patient. This is often used for diagnoses that have been treated, 

and are no longer active. 

Entering the Diagnosis 

The Oncology Diagnosis dialog box contains all the fields necessary to accurately 

document diagnosis and staging information for each patient. When you enter 

diagnosis data, the only information you must enter is the diagnosis and diagnosis 

type. If you do not have a complete diagnosis when you enter diagnosis and staging 

information, you may always return later and update the information. In this exercise, 

you will enter the diagnosis information. 

1. In the Oncology Diagnosis dialog box, click next to the Initial Dx Date field, 

then select a date one month prior to the current date. 

Enters the original diagnosis date, then moves the insertion point to the Consult 

Date field. When entering a new diagnosis, this field defaults to the current date. 

2. Press TAB twice. 

Accepts the Consult Date default, then moves the insertion point to the Diagnosis 

Type section. Notice that the diagnosis type defaults to New Primary. 

3. Press TAB twice. 

Accepts the default Diagnosis Type, then moves the insertion point to the Category 

field. Notice that you have bypassed the Wait Code field, which tracks and displays 

the elapsed time from a patient’s initial referral to their first treatment. 

You must activate Display Wait Codes in Department Setup 

to display the Wait Code field. 

4. Click next to the Category field. 

Displays the Diagnosis Category window, shown in Figure 82.


Notes 

Figure 82: Diagnosis Category Window 

5. Type BR, then double-click BREAST FEMALE. 

Enters the diagnosis category. 

You can also double-click a diagnosis category to select it. If 

you have the appropriate security rights, you can add 

diagnosis categories. If you are unable to add diagnosis 

categories, contact your System Administrator. 

6. Type 174 in the Diagnosis field, then click . 

Displays the Select Diagnosis Code dialog box, shown in Figure 83. 

Figure 83: Select Diagnosis Code Dialog Box 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes Notice that only the diagnosis codes for 174 display because you entered a partial 

diagnosis in the Diagnosis field. 

You can also type a diagnosis category in the Diagnosis field 

to display the desired code group(s). Remember, if you do not 

enter a diagnosis category (such as BREAST), partial 

diagnosis description (such as bre), or diagnosis group 

number (such as 174) in the Diagnosis field, the Select 

Diagnosis Code dialog box displays all the diagnosis codes in 

the system. 

7. Double-click 174.2 Upper-inner quadrant of breast. 

Adds the diagnosis, then returns to the Oncology Diagnosis dialog box. For this 

exercise, skip the Tumor Marker field. Use to 

display the Laboratory tab of the Flowsheet window, from which you can obtain 

lab results to add to the diagnosis. You can also type the information in the Tumor 

Marker field. This information is then displayed in the eCHART Navigator 

window and in windows that display the diagnosis information in the header. 

You have to click if you have 

more than one tumor marker. The Tumor Marker field only 

displays information for one tumor marker. 

8. Click next to the Confirm field, then select Histology. 

Specifies the methodology for disease confirmation. 

9. Click next to the Laterality field, then select Left. 

Specifies that the tumor is on the left side, and moves the insertion point to the 

Morphology field. Leave the Stage field blank. 

10. Type adeno in the Morphology field, then press TAB. 

Displays the Select Morphology dialog box, shown in Figure 84.


Notes 

Figure 84: Select Morphology Dialog Box 

Notice that only the morphology codes for adenomas and adenocarcinomas 

display because you entered a partial description in the Morphology field. 

You can also type a morphology group number in the 

Morphology field to display the desired category. As with 

diagnosis codes, if you do not enter a partial description or 

number in the Morphology field, the Select Morphology 

dialog box displays all morphology codes in the system. 

11. In the Code/Description columns, double-click 8140/3 Adenocarcinoma, NOS. 

Specifies the morphology code for the disease, then returns to the Oncology 

Diagnosis dialog box. 

12. Click next to the H/P Grade field, then select 2. 

Specifies the cell similarity to normal tissue rating. Skip the Gleason Score and 

Distant Mets fields. 

13. Click next to the T field, then select 3. 

Enters the T (primary tumor) staging factor. 

You may have to use the scroll bars in some lists to display 

the value you want to enter in the field. If you already know 

the value, you can enter it. 

14. Click next to the N field, then select 2. 

Enters the N (lymph nodes) staging factor. 


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LTGRAD0003A /1.0/5-Nov-2007 

Notes 15. Click next to the M field, then select 0. 

Enters the M (metastases) staging factor. 

16. Click . 

Enters the disease stage in the Stage field based on the T/N/M staging factors. 

Notice that IIIA displays in the Stage field. 

17. Type 2 in the first box for the Tumor Size 1 field, press TAB, then type 2 in the 

second box. 

Enters the width and height of the tumor. 

18. Click in the third box of the Tumor Size 1 field, then double-click cm. 

Enters the unit of measurement in the third box of the Tumor Size 1 field. 

19. Press TAB, then type Upper Medial. 

Enters a short description of the first tumor in the fourth box in the Tumor Size 1 

field. You can add the measurements of up to two other tumors. 

20. Click next to the Stage Basis field, then select Pathological. 

Enters the staging basis. Skip the Direct Ext field, which indicates the local area 

where the disease has spread. 

21. Click next to the Lymph Invade field, then select 1. 

Specifies the extent of lymphatic system invasion. 

22. Type 8 in the Reg Nodes Exm field. 

Specifies the number of regional nodes inspected. Notice that you bypassed the 

Venous Invade field, indicating no venous invasion. 

23. Type 2 in the Positive Nodes field. 

Specifies the number of positive nodes. You are now ready to affirm the 

diagnosis.


Notes 

Affirming a Diagnosis 

After entering all of the diagnosis and staging information, you must affirm the 

diagnosis if you want it to display in the Diagnoses and Intervention window. The 

patient must have at least one affirmed diagnosis in order to assign a Care Plan. In this 

exercise, you will affirm a diagnosis. 

1. In the Oncology Diagnosis dialog box, click . 

Changes the state of the diagnosis to Affirmed. The Oncology Diagnosis dialog box 

should look similar to the one shown in Figure 85. 

Figure 85: Oncology Diagnosis Dialog Box Showing Diagnosis Affirmed 

Notice that no longer displays, and the State field displays Affirmed. 


LTGRAD0003A /1.0/5-Nov-2007

Notes 



LTGRAD0003A /1.0/5-Nov-2007 

Viewing the Diagnosis and Problem List 

The Diagnosis and Problem List dialog box displays all of the patient’s diagnoses. In 

this exercise, you will view the Diagnosis and Problem List dialog box. 


Saves the diagnosis and staging information you entered and affirmed in earlier 

exercises, closes the Oncology Diagnosis dialog box, then displays the Diagnosis 

and Problem List dialog box. Notice that the diagnosis you just entered and 

affirmed displays in the Diagnosis and Problem List dialog box. 

2. Check the Show Code Capture Sequence checkbox. 

Displays the sequence of diagnos(es) for the patient as shown in Figure 86. 

Figure 86: Diagnosis and Problem List Dialog Box 

In the Code Capture Sequence section, the patient’s diagnoses are prioritized 

according to the most current diagnosis being treated and billed for procedures 

and supplies. The Code Capture Sequence insures that codes for procedures and 

supplies are linked to the proper diagnoses. The Diagnosis and Problem List 

dialog box displays the following information and options: 

Show Code 

Capture 

Sequence 

Indicates whether to display a list of the patient’s diagnoses at 

the bottom of the dialog box, which are prioritized by the 

most current diagnosis being treated and billed for procedures 

and supplies. 

Dx Date Displays the initial date of the diagnosis.


Notes 

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

Description Displays a description of the patient’s diagnosis. 

Inactive Date Displays the date the diagnosis became inactive. 

State Displays Imported if the diagnosis was imported from either an 

HL7 or ESI interface. Displays Entered if the diagnosis was 

manually entered into MOSAIQ in one of the following 

windows or dialog boxes: Diagnoses and Interventions, 

Patient Demographic Data, New Patient Registration, Code 

Capture, or Multi-Code Capture. Displays Affirmed if the 

diagnosis was affirmed by a clinician with Clinical/Diag Staging 

| Approve security rights. 

MOSAIQ highlights a diagnosis entered from the Code 

Capture or Multi-Code Capture dialog boxes in gray. When a 

clinician affirms this particular diagnosis the background turns 

to white. 

Source Displays the source from which the diagnosis is saved: 

External Interface, D&I (for Diagnoses and Interventions), Code 

Capture, or Administrative. 

Displays the Oncology Diagnosis dialog box to add a new 

diagnosis. If the Oncology Diagnosis Format checkbox is selected 

on the Clinical (General) tab in Department Setup, the 

detailed Oncology Diagnosis dialog box containing clinical 

data displays; otherwise, the less detailed Diagnosis dialog box 

containing no clinical information displays. 

If you enter a non-cancer diagnosis code in the Oncology 

Diagnosis dialog box, the cancer-related fields are disabled. If 

you enter a cancer diagnosis code, the cancer-related fields are 

enabled. 

Displays the Oncology Diagnosis dialog box associated with 

the diagnosis code of the diagnosis selected in the Diagnosis 

and Problem List dialog box. If the diagnosis code is within 

the cancer range, then the Oncology Diagnosis dialog box 

displays regardless of the global Department settings. 

For a non-cancer diagnosis code the non-cancer related 

Diagnosis dialog box displays. 

Deletes the selected diagnosis. You may delete a diagnosis 

only if the diagnosis has no attached care plan(s) or related 

diagnoses. 


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Notes List Order 

3. Click . 

When there is more than one diagnosis in the list, you can 

change the sequence order of the diagnosis information. 

Clicking these buttons increases the sequence in descending 

order by one. 

When the Show Code Capture Sequence checkbox is checked, use 

the up/down arrow buttons to sequence them in the required 

billing order, as they should appear in the Code Capture dialog 

box. 

Closes the Diagnosis and Problem List dialog box, then returns to the Diagnoses 

and Interventions window, shown in Figure 87. 

Figure 87: Diagnoses and Interventions Window Showing New Diagnosis


Notes 

Adding Related Diagnoses 

Patients may have additional diagnoses, such as for cancer-related complications, 

unrelated medical problems, or secondary tumors. In this exercise, you will enter a 

related diagnosis. 

1. In the Diagnoses and Intervention window, click . 

Displays the Diagnosis and Problem List dialog box. 

2. Click . 

Displays the Oncology Diagnosis dialog box. 

3. Type the current date in MM/DD/YY format in the Initial Dx Date field. 

Enters the initial diagnosis date. Accept the default Consult Date (current date). 

4. In the Diagnosis Type section, select Related. 

Selects the type of diagnosis, then displays the Primary field in the Oncology 

Diagnosis dialog box as shown in Figure 88. 

Figure 88: Diagnosis Dialog Box Showing Primary Field 

Notice that the Primary field displays after you select Related as the Diagnosis Type. 


LTGRAD0003A /1.0/5-Nov-2007

Notes 



LTGRAD0003A /1.0/5-Nov-2007 

You must have an affirmed primary diagnosis before you can 

add any other type of diagnosis. 

5. Click next to the Primary field, then select the primary diagnosis you just 

entered and affirmed. 

Specifies the related primary diagnosis, then displays the Question message box, 


6. Click . 

Figure 89: Question Message Box 

Closes the Question dialog box. If the related diagnosis is similar to the primary 

diagnosis, click to copy the information from the primary diagnosis. 

7. Type 198 in the Diagnosis field, then click . 

Displays the Select Diagnosis Code dialog box. Notice that the diagnoses for the 

diagnosis group Other Specified Sites, Secondary MN display. 

8. In the Code/Description column, double-click 198.3 (Brain and spinal cord). 

Specifies the secondary diagnosis, closes the Select Diagnosis Code dialog box, 

then returns to the Oncology Diagnosis dialog box. Notice that Brain and spinal 

cord displays on the left side of the Diagnosis field, and that the Primary field no 

longer displays. If you had selected a non-cancer diagnosis, the cancer-related 

fields would be no longer active. 

9. Click next to the Confirm field, then select Radiography. 

Specifies how the diagnosis was confirmed. 

10. Click next to the Laterality field, then select Right. 

Specifies the disease laterality. 

11. Click . 

Changes the state of the diagnosis to Affirmed. 

12. Click . 

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

Diagnosis and Problem List dialog box, shown in Figure 90.


Notes 

Figure 90: Diagnosis and Problem List Showing Related Diagnosis 

13. Click . 

Closes the Diagnosis and Problem List dialog box, then displays the Diagnoses 

and Interventions window, shown in Figure 91. 

Secondary diagnosis 

Primary diagnosis 

Figure 91: Diagnoses and Interventions Window Showing Related Diagnosis 


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Notes 



LTGRAD0003A /1.0/5-Nov-2007 

What’s Next 

You can add to or edit existing diagnosis and staging 

information at any time during treatment. This is useful if 

you have an incomplete diagnosis when the patient begins 

treatment, but need to complete the information later. You 

can also delete a diagnosis until a related activity occurs, 

such as a captured charge. However, once a related activity 

has occurred, you cannot delete a diagnosis, you can only 

change it. 

• Congratulations! You have finished the Radiation Oncologist Module I training 

Guide. In this lesson, you learned how to enter oncology diagnosis and staging 

information, affirm a diagnosis, view the Diagnosis and Problem List, and add 

additional diagnoses. 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.


Notes 


Viewing the Oncology Diagnosis Dialog Box 

1. Open the chart of a patient. 

2. Click eCHART | Diagnoses and Interventions…. 

3. In the Diagnoses and Interventions window, click . 

Entering the Diagnosis 

1. In the Oncology Diagnosis dialog box, click next to the Initial Dx Date field, 

then enter the date of the original diagnosis. 

2. Enter the Consult Date if different from the current date. 

3. Select the Diagnosis Type if different from the default (Primary). 

4. Click next to the Category field. 

5. In the Diagnosis Category window, type the first few letters of the diagnosis 

category, then double-click it. 

6. In the Oncology Diagnosis dialog box, type the first few numbers (17) of the 

diagnosis code, letters (bre) of the diagnosis description, or the disease category 

(LUNG) in the Diagnosis field, then click . 

7. In the Select Diagnosis Code dialog box, select the diagnosis code group in the 

Group column (if needed), then double-click the diagnosis in the Code/Description 

column. 

8. In the Oncology Diagnosis dialog box, click next to the Confirm field, then 

select the confirmation method, such as Histology. 

9. Click next to the Laterality field, select laterality (if anything), such as Left. 

10. Click in the Morphology field, type the first few letters of the morphology 

description, then press TAB. 

11. In the Code/Description column of the Select Morphology dialog box, double-click 

the morphology code. 

12. In the Oncology Diagnosis dialog box, select the H/P Grade and enter the Distant 

Mets (distant metastases), if applicable. 

13. Select the T (primary tumor), N (lymph node), and M (metastases) staging factors, 

then click . 

14. Enter the width of the tumor in the first box of the Tumor Size 1 field, press TAB, 

then enter the height of the tumor in the second box. 


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Notes 15. Click in the third box of the Tumor Size 1 field, then double-click the unit of 

measurement. 

16. Press TAB, then enter a short description of the first tumor in the fourth box of 

the Tumor Size 1 field. 

17. Enter the measurements of up to two other tumors. 

18. Click next to the Stage Basis field, then select the staging basis, such as 

Pathological. 

19. Click next to the Lymph Invade field, then select the extent of lymphatic system 

invasion, such as 1. 

20. Enter the number of regional nodes inspected in Reg Nodes Exm field. 

21. Enter the number of positive nodes in the Positive Nodes field. 

Affirming a Diagnosis 


Viewing the Diagnosis and Problem List 


2. In the Diagnosis and Problem List dialog box, check the Show Code Capture 

Sequence checkbox. 

3. Click . 

Adding Related Diagnoses 

1. In the Diagnoses and Interventions window, click . 

2. In the Diagnosis and Problem List dialog box, click . 

3. In the Oncology Diagnosis dialog box, enter the Initial Dx Date. 

4. In the Diagnosis Type section, select Related. 

5. Click next to the Primary field, then select the primary diagnosis that applies to 

the new diagnosis. 

6. In the Question message box, click if the related diagnosis is not 

similar to the primary diagnosis, or click to copy the information 

from the primary diagnosis to the related diagnosis. 

7. In the Oncology Diagnosis dialog box, type the first few numbers (17) of the 

diagnosis code, letters (bre) of the diagnosis description, or the disease category 

(LUNG) in the Diagnosis field, then click .


Notes 8. In the Select Diagnosis Code dialog box, select the diagnosis code group in the 

Group column (if needed), then double-click the diagnosis in the Code/Description 

column. 

9. In the Oncology Diagnosis dialog box, enter or select the remaining diagnosis 

information, such as the Laterality field. 

10. Click . 

11. Click . 


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Notes 



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Course Evaluation: Radiation Oncologist 

Module I 

Now that you have completed Module I of the Radiation Oncologist Training, please answer the following by placing 

a check mark in the appropriate box. Mark the tasks that were covered in class on the left, then indicate your 

“comfort” level with each task that was covered in class. Each task is followed by a lesson reference. If you answer 

“Cannot do” for any of the tasks, you can refer to the appropriate lesson in the Training Guide to review the course 

information. 

Check tasks 

covered 


LTGRAD0003A /1.0/5-Nov-2007 

Can you do the following tasks? 

Can do 

Can do 

with help 

Cannot 

do 

Logging on to MOSAIQ (Lesson 1) 

Using Menus (Lesson 1) 

Using the Toolbar (Lesson 1) 

Using the MOSAIQ User Interface (Lesson 1) 

Opening a Patient Chart (Lesson 1) 

Attaching Patient Notes to Dialog Boxes (Lesson 1) 

Viewing the Patient Notes Window (Lesson 1) 

Entering General Patient Notes (Lesson 1) 

Appending Text to Notes (Lesson 1) 

Locking and Unlocking Notes (Lesson 1) 

Mailing Notes (Lesson 1) 

Accessing Mail (Lesson 1) 

Sending a Message (Lesson 1) 

Replying to Messages (Lesson 1) 

Forwarding Messages (Lesson 1) 

Viewing Distribution Lists (Lesson 1) 

Purging Mail (Lesson 1) 

Viewing the Staff Schedule (Lesson 1) 

Viewing Other Schedules (Lesson 1) 

Capturing Codes from the Schedule (Lesson 1) 

Adding Appointments on the Schedule (Lesson 1) 

Editing Appointments on the Schedule (Lesson 1)

Check tasks 

covered 

Can you do the following tasks? 

Course Evaluation: Radiation Oncology Module II 

Can do 

Can do 

with help 

Cannot 

do 

Deleting Appointments on the Schedule (Lesson 1) 

Displaying the eCHART Navigator (Lesson 2) 

 

Adding Patient Notes from the eCHART Navigator (Lesson 

2) 

Using the Patient Facesheet (Lesson 2) 

Viewing the Treatment Chart (Lesson 2) 

Viewing the Allergies by Severity Dialog Box (Lesson 2) 

Adding Medication Allergy Information (Lesson 2) 

Adding Allergen Group Information (Lesson 2) 

Entering Other Allergy Information (Lesson 2) 

Changing Sort Order (Lesson 2) 

Specifying Do NOT Resuscitate (Lesson 2) 

Viewing the Oncology Diagnosis Dialog Box (Lesson 3) 

Entering the Diagnosis (Lesson 3) 

Affirming a Diagnosis (Lesson 3) 

Viewing the Diagnosis and Problem List (Lesson 3) 

Adding Related Diagnoses (Lesson 3) 

Name: Date: 

Facility:

100 Mathilda Place, Fifth Floor, Sunnyvale, CA 94086

Radiation Oncologist Training Guide - UCSF Radiation Oncology

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