NameGrabber User Manual
Contents
1. 5 2 1 eI Me 5 2 2 SNE PAULO MC NY RENE 5 RN cbe ape teeccs tet esesacecrnen eset Ses E 6 3 1 Q7 qr C 6 3 2 Gu UL MMMMEEERMC 6 3 9 MISS TMA UODO RR RE RR e m 8 3 4 WEDER cm 8 3 5 uii M 8 3 6 20 8 4 CUSTOMIZATION REOQUES Tu iineskcdductie t nmdetunkexde AAEN EREEREER URE Eiana ETENEE ET Eiai 9 4 1 ONN a EE E R E T A 9 4 2 Creating a Customization Request eesssssessssssssseseeee eene nennen nennen nnn nnn nan nnn nna 9 o DAA DRIECE Tr OQ 13 5 1 e DM LI CU ma 13 5 2 Adding Updating DataDrills in Apteryx Imaging ccccccccecseseeeeeeeeeeeeeeeeseeeeeeeesseeseeeesssageseeeeeas 13 5 9 Configuring DataDrill Options lessen nnne nennen nnn nnn nnns 14 6 USING NAME GRABBER TO BRIDGE PATIENTS sessi 16 6 1 eu 16 6 2 Bridging a Patient from the PM to the Apteryx Imaging ccccssescceessseeeceeeeeseeeeeeeeeeseeesaeeeenens 16 6 3 How Name Grabber And DataDrills Work TOQethe2. v Enable the sending of remote notifications Remote Notification Path servername name grabber notification 3 Test the sending of remote notifications Receive Remote Notifications Enable the receiving of remote notifications Remote Notification Path ES by Reset Warnings v OK X Cancel Apteryx Inc Page 6 of 25 APTERYX V custom software 3 2 1 3 2 2 3 2 3 3 2 4 3 2 5 November 12 2012 WI Name Grabber User Manual Application to Launch Name Grabber is typically installed when XrayVision is installed and resides in the same installation directory By default Name Grabber is configured to run XrayVision s executable file XVAssistant exe that resides in the same install directory To launch XVLite instead select the Browse button and navigate to the install directory and select XVLite exe Verify Names Before launch When this option is enabled Name Grabber will display a Verify Patient dialog displaying the extracted patient s information This dialog is displayed when the user left clicks on the Cok icon in the system tray Verify Patient mm Please make sure that the following patient information is correct John Smith 1273171980 M Stop verifying patient names Nol Don t open o Depending on your office s setup the Verify Names Before Launch option may violate HIPAA regulations regarding the display of sensitive patient information Before enablin
3. ef 4S 10 46 AM 6 2 Bridging a Patient from the PM to the Apteryx Imaging To automatically open or create a corresponding patient record in XrayVision XVLite 6 2 1 Open the patient file in the practice management application and view the window defined in a matching sniffer definition typically a patient information or patient chart screen 6 2 2 Click on the Name Grabber icon in the system tray 6 2 3 Name Grabber proceeds to extract patient name and any additional identification and demographic information if available from the PM application and creates a new or opens an existing patient record in XrayVision XVLite 9 Patient identification and demographic information is typically extracted from the practice management database using a DataDrill DataDrills are the main work horses when it comes to extracting patient information from practice management applications DataDrills are the components that actually understand how to burrow into an application s database and extract the necessary patient information Unlike Name Grabber DataDrills operate behind the scene unbeknownst to the user Refer to How Name Grabber And DataDrills Work Together for detailed information 6 3 How Name Grabber And DataDrills Work Together 6 3 1 The user clicks on the Name Grabber icon in the system tray 6 3 2 Name Grabber checks to see which application the user is currently using and extracts as much patient in
4. Customization Request Before requesting customizations please visit our Upgrade web site to see the latest Name Grabber additions For a listing of the latest versions and enhancements please visit our Upgrade History web site GRABBER Upgrade history and notes To download the latest version of Mame Grabber please visit our Upgrades web gite Software upgrades Cancel Apteryx Inc Page 9 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 4 2 4 The Patient Name Location Window appears Patient Mame Location Does the patient s name appear in a title bar or in various dialog controls In a titlebar The patient s name can be found i on one of the titlebars in the target Patient Name applicatian GRABBER In one or more controls The patient s name can be found in App C one or more controls in the target application Mame Patient Name Back Cancel 4 2 4 1 If the patient s name appears in the Title Bar of the practice management application select the radio button under In a titlebar 4 2 4 2 If the patient s name appears in other locations in the practice management application select the radio button under In one or more controls 4 2 5 The Patient Information Window appears Patient Information Window Drag and drop the crosshairs on the titlebar of the window that contains the patient s name Name Mo Mame C
5. Follow the steps below to set up Name Grabber on the remote server 8 2 4 1 Right click the Name Grabber icon and select Options The Name Grabber Options dialog box displays Name Grabber Options Application To Launch ArayVision Application serverapteryx apteryx imaging VAssistant exe Ca Browse Verify names before launch Start automatically when Windows starts Launch the patient s Image Bar when bridging to XrayVision Display floating invocation button Send Remote Notifications v Enable the sending of remote notifications Remote Notification Path servername name grabbersnotification Test the sending of remote notifications Receive Remote Notifications Enable the receiving of remote notifications Remote Notification Path Teil by Reset Warnings v DK X Cancel 8 2 4 2 Select Enable the sending of remote notifications under the Send Remote Notifications section 8 2 4 3 Specify the same path in 8 2 2 3 e g lserver Name Grabber Notifications 8 2 4 4 Click OK to save the settings on the remote server 8 3 Using Name Grabber in a Remote Desktop Environment Follow the steps below to invoke the bridge in a remote access environment 8 3 1 Open the proper patient window in the PM application 8 3 2 Click on the Name Grabber icon located inside the remote desktop window 8 3 3 Note that the imaging software launches on the local workstation 9 Te
6. any unique information such as patient ID and birthdate that Name Grabber alone cannot obtain The DataDrill in XrayVision XVLite can retrieve this unique information directly from the practice management s database or memory o On occasion there may be a case where a DataDrill does not exist for your practice management software Should a DataDrill not exist please contact Apteryx Support Our support staff can remotely login to the system and review the practice management software to determine if a DataDrill is necessary and what files are needed in order to produce one 5 2 Adding Updating DataDrills in Apteryx Imaging o Apteryx is also continually adding support for new practice management versions which may require updating Name Grabber and any relevant DataDrills DataDrills may be added to XrayVision or XVLite either by using the Apteryx Imaging installation CD through the standard Windows Modify option or by running the appropriate upgrader from the Apteryx Product Updates site To download and install upgrade DataDrills 5 2 1 Close every instance of XrayVision XVLite running on any server workstation on the network 5 2 2 Access the Apteryx Product Updates Site 5 2 3 Expand the Name Grabber and DataDrill Updates section and click on the link corresponding to the practice management software to download the appropriate DataDrill 5 2 4 Run the DataDrill upgrader The application updater wizard displays Cli
7. window is displayed the button will also appear See below for instructions To marrying a button to an application 3 2 5 1 Access Name Grabber Options and select the Display floating invocation button option Apteryx Inc Page 7 of 25 APTERYX November 12 2012 WI Name Grabber User Manual custom software 3 2 0 2 From the dropdown menu select Marry the button to a specific application 3 2 5 3 Drag the icon over the title bar of the window which the floating Name Grabber icon will be married to 9 This action defines the application window that will be used to marry the Name Grabber icon Any time this window is opened the floating icon will appear 3 2 5 4 Click OK 3 2 6 Send Receive Remote Notifications Name Grabber 2 1 build 10 adds the ability to bridge patient information through Remote Desktop Protocol RDP sessions For more information refer to Appendix B Operability in Remote Access Environments for more information 3 2 Reset Warnings The reset warnings button may be used to reset all warnings issued by Name Grabber for which the user selected the Do not display this message again option 3 3 Technical Support If answers are not found in the help guide the Technical Support menu provides the phone number and email address for Apteryx Technical Support 3 4 WebLinks Using the Web Links option users can navigate to the Apteryx home page or to our downloads page wh
8. 24 25 2 4 NAME GRABBER custom software Apteryx Inc 330 376 0889 voice 313 S High St Suite 200 330 376 0788 fax Akron OH 44308 sales apteryx com www apteryx com NAME GRABBER User Manual Abstract Abstract This document contains work instructions related to utilizing the integration application Name Grabber Version 2 1 Build 10 or above APTERYX custom software Copyright 2004 2012 Apteryx Inc Apteryx is a registered trademark of Apteryx Inc All rights reserved All other trademarks and tradenames are the property of their respective owners Controlled Document Printed or downloaded copies are considered uncontrolled and are for reference only QMS WI TS NameGrabber UserManual Apteryx Inc Page 1 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software REVISION HISTORY Revision Revision Description of Effective ROTSEN Approver s poe Level Date Revision Date Author Initials Change Initials Task Apteryx Inc Page 2 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software TABLE OF CONTENTS REVI TORN Ta ORY e P sae 2 TABLE OF CONTENT o rrin 3 1 INTRODUC TION ae E O E N E E E A 4 1 1 BEE asec E A AE TE E A AE E E EE E E A TE 4 12 Mvoking Name Grabber n M 4 NEMESIS
9. Definition click on the Finish button Detinition Test j 1 patient s found Doe John Back Cancel 7 2 9 Click Finish when done to exit the wizard Apteryx Inc Page 22 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 8 APPENDIX B OPERABILITY IN REMOTE ACCESS ENVIRONMENTS 8 1 Overview 8 1 1 Name Grabber 2 1 build 10 adds the ability to bridge patient information through Remote Desktop Protocol RDP sessions It will also work with other remote access utilities such as Citrix if the remote session s CLIENTNAME environment variable matches the local computer name 8 1 2 This functionality is useful for customers who have Practice Management PM software only running inside a remote access window and want to be able to connect back to their imaging software running on the local computer 9 This method is only possible if the local computer is capable of running Name Grabber at Windows startup This may not be possible for certain thin clients 8 2 Basic Setup 9 The following information is approached from the perspective that Name Grabber is installed only on the server and every location is launching Name Grabber from the same directory however these steps should be identical in other scenarios where Name Grabber is installed in various locations 8 2 1 On each local computer start Name Grabber and set it up to start automatically at Win
10. Search String Class Search String NAME Gnammen V Patient information is located in the main application window Child Window Name Search String Class Search String lt Back Cancel 9 Patient and practice information is sometimes extracted by Name Grabber and included in the Application and Child Window Name and Class search string This unique information should Page 19 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual be removed leaving only the Application name if present in the title bar of the practice management software For example given an application title bar of Dentrix Chart Bob Smith the search string should be edited to specify just Dentrix Chart 7 2 6 If patient information is specified to be found in the practice management title bar refer to 7 2 4 the Sniffer Extraction window displays Sniffer Extractions Please specify the format s that are to be used when extracting information from the traget application Extraction Formats Al Z s i 4g PF Add Definition h hy PE T Cancel 7 2 6 1 Click on the Add Definition button and specify the extraction format in the field provided This format is based off of the information contained in the practice management field e f patient s first name e 96l patient s last name e 96i patients ID number e 96s patient s SS number formatted e u patient
11. The Name Grabber application is invoked by single clicking on the icon in the system tray with your left mouse button Once this icon is clicked Name Grabber will search for any open patients and if found Name Grabber will then open that patient in XrayVision or XVLite Apteryx Inc Page 4 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual 2 INITIAL SETUP 2 1 Overview After installation Name Grabber simply has to be run which places the Name Grabber icon in the system tray indicating the application is ready to use 9 Name Grabber 2 1 build 10 adds the ability to bridge patient information through Remote Access Protocol RDP sessions Refer to Appendix B Operability in a Remote Desktop Environment for additional information including basic setup and use information 2 2 Start Automatically When this option is enabled Name Grabber will automatically be started when the computer starts If this option is disabled then the Name Grabber application will have to be manually started by the user when they want to use it The first time the program is launched users will be prompted to enable or disable this option To add Name Grabber to the Startup Group 2 2 1 Double click on NameGrabber exe 2 2 2 The Start Name Grabber Automatically window appears Start Mame Grabber Automatically Do you want the Name Grabber to automatically be started when Windows starts Do
12. atient Registrati Sn MD Computer Age Dentist Main Window Computer Age Der is MD Cornerstone Patient File Child Window Lomerstone g a Reset Resets the sniffer definitions to the application defaults Application are listed by practice management name Each application commonly has multiple sniffer definitions that correspond with different versions and pages in the practice management interface In general sniffer entries identify an application and child window to search for when tracking down patient names as well as the format that is to be used to extract out the patient information once the window has been found The Sniffer Definitions window provides users the following functionality A Warning Apteryx recommends that you do not use these wizards directly unless you are on line with Apteryx technical support or have had training from Apteryx in generating Application Sniffer definitions To have Apteryx create a custom sniffer definition for you a Customization Request may be submitted e New Definition Creates a new application sniffer entry e Edit Definition Edits a selected application sniffer entry Entries are selected by clicking on them with the left mouse button For more information please refer to the Sniffer Window Entry Dialog section of this documentation e Delete Definition Deletes the selected application sniffer entry Entries are selected by clicking on them with
13. chnical description Name Grabber will temporarily store the patient information in a text document that is named specifically after the Client Name value reported by Windows which should typically be the local computer s name Likewise the local computer s Name Grabber monitors that directory for a text file containing its local computer name When it finds the text file it will read the patient information from the file remove the text file and send the patient information to the imaging software Apteryx Inc Page 24 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software END OF DOCUMENT Apteryx Inc Page 25 of 25
14. ck Next Apteryx Application Upgrader Data Drill Dentrix Upgrader This upgrade will update the Dentrix Data Drill component of the XVa3 application fad E E a a a2 a e This upgrade will automatically try to locate the XVa3 application If it can not be found on your system or network automatically vou will be prompted to manually provide the location of this application on your computer or network For more information on where the XVa3 application was installed on your system please contact your network administrator To proceed onto the next step please click on the Next button Apteryx Inc Page 13 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 9 If XrayVision XVLite is still running a warning message will appear indicating that the application MUST be closed before the upgrader can be run 5 2 5 The DataDrill Upgrader installs or updates all the necessary DataDrill and support files for XrayVision XVLite Apteryx Application Upgrader XVa3 Upgrade Results 3 file s successfully upgraded No errors Item Result Path i Data Drill Dentrix Upgrader Results i Data Drill Dentrix Upgrader Path MAidSuserssStefanoNXV 3 12 gt B Dentrix DAL Updated MAidSuserssStefanoxXV 3 12 A Software Cevolapmeat Company B mfc100 dll Same version already exists yAidSusersSStefanovXV 3 12 B msvcri00 dll Same version already exists yAidNusersSSt
15. dows startup 8 2 2 Follow the instructions below to setup Name Grabber on the local computers 8 2 2 1 Right click the Name Grabber icon and select Options The Name Grabber Options dialog box displays Name Grabber Options Application To Launch rayVision Application serverapteryx apteryx imaging VAssistant exe Ca Browse Verify names before launch Start automatically when Windows starts Launch the patient s Image Bar when bridging to XrayVision Display floating invocation button Send Remote Notifications Enable the sending of remote notifications Remote Notification Path Test the sending of remote notifications Receive Remote Notifications v Enable the receiving of remote notifications Remote Notification Path servername name grabber notificatior by Reset Warnings v DK X Cancel Apteryx Inc Page 23 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 8 2 2 2 Select Enable the receiving of remote notifications under the Receive Remote Notifications section 8 2 2 3 Specify a path on the server where the notifications should be communicated e g serveri Name Grabber Notifications 8 2 2 4 Click OK to save the settings on the local computer 8 2 3 From the local computer access the server through a remote desktop connection start Name Grabber and set it up to start automatically at Windows startup 8 2 4
16. efanovXV 3 12 5 2 6 Click Finish 5 3 Configuring DataDrill Options DataDrill options allow users to specify where databases can be located on your network but also various options such as database caching that can be used to improve the performance of data retrieval To access and configuring DataDrill Options in XrayVision or XVLite 5 3 1 Launch the imaging application XrayVision XVLite 5 3 2 XrayVision Select Database gt DataDrills gt DataDrill Options XVLite Select Preferences gt Database gt DataDrill Options 5 3 3 The Data Drills window appears Data Drills Dentrix D entris Data Drill Yes 618 patients Yes 2 Version 10 10 0 0 4 Dentrix D entri Enterprise Data Drill No Yes 2 Version 10 0 Build 3 Qj EasyDental Data Drill Yes 2436 patients Yes 2 Version 10 0 Build 3 actos Practice orks Data Drill Yes 15139 patients Yes 2 Version 10 0 Build 5 4 n t Refresh 9 The DataDrill options display all the DataDrills currently installed with XrayVision XVLite and whether or not they point to a valid practice management database Apteryx Inc Page 14 of 25 APTERYX November 12 2012 WI Name Grabber User Manual 5 3 4 Double click on the Data Drill to be modified The Data Drill Options window appears Dentrix Data Drill Options Please specify the path to the Dentrix patient database Dentrix Path DAD entr ata M Dentrix 11 or higher 569 patients Fou
17. ere all new updates can be downloaded free of charge 3 5 About Click About to display a scrolling window containing Name Grabber version and build number information Additionally Trademark Patent and Registration information is also displayed 3 6 Exit Clicking Exit will close Name Grabber Apteryx Inc Page 8 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 4 CUSTOMIZATION REQUEST 4 1 Overview At first Name Grabber may not have the capability to detect the patient name from your practice management software automatically If Name Grabber does not support your practice management software and you do not wish to make the customization yourself by adding an Application Sniffer entry please contact Apteryx Support Our support staff can remotely login to your computer and modify Name Grabber to properly bridge patient information from your practice management software Alternatively you may submit a customization request To submit a customization request right click on the B icon and select Customize gt Customization Request the menu options 4 2 Creating a Customization Request 4 2 4 Right click on the Name Grabber meh icon in the system tray 4 2 2 Select the Customize gt Customization Request Customization Request 4 2 3 The Customization Request window appears Click Next if the Apteryx website does not contain an update containing your request
18. formation from the open application i e the patient s first name and last name 6 3 3 Name Grabber passes the patient name to the appropriate DataDrill installed to have it find out the patient s SSN ID DOB and sex 6 3 4 The DataDrill mounts the PM application s database and extracts the information and then passes it to the XrayVision amp XVLite automatically launching it if is not already running Apteryx Inc Page 16 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual 7 APPENDIX A APPLICATION SNIFFER DEFINITIONS 7 1 Overview Application sniffer definitions let Name Grabber determine exactly which practice management applications it should search for when trying to determine which patient the user is currently working with Name Grabber sniffer definitions can be accessed by right clicking on the Name Grabber icon in the system tray and selecting Customize gt Application Sniffer Definitions Sniffer Window Definitions EW App Text Search hn Te ABELDent Main Window ABELDent New Definition p ACE Dental Child Windows ACE Dental eee MAIS eaiitin MAD Ace Deria Child window ACE Dental Softw Tie ACE Dental Check Out Child window ACE Dental Softw p AlraPaint Child Windows A lraPaint pot AMT Mark MC Main window Client Information Di ie AMT Mark MC Main Windows Client Information Dis Tit BridgelT Main Window Patient E ditor MD Centricity Patient Registration Main Window P
19. g this option you should determine if the HIPAA regulations pertain to your particular implementation Start Automatically when Windows Starts When this option is enabled Name Grabber will automatically be started when the computer starts If this option is disabled then the Name Grabber application will have to be manually started by the user when they want to use it Launch the patient s Image Bar when bridging to XrayVision When this option is enabled and a patient that already has images is bridged the patient s record will be opened in XrayVision and the floating image bar feature will be invoked display all the patient s images Display floating invocation button A floating Name Grabber icon can be enabled allowing users to click and bridge using a floating button rather than the icon located in the system tray Mame Grabber MS Launch e Display as standard window This option allows a floating button to be placed on the desktop It will no e Keep the button on top of other windows This option functions the same as the one listed above but the floating icon will be kept above all other windows on the desktop so it does not get lost e Marry the button to a specific application This option allows the Name Grabber floating icon to be married to another window For example the floating Name Grabber icon can be married to the practice management application so any time the practice management
20. ified to be found in one or more controls refer to 7 4 4 the Sniffer Definition Controls specification window displays Sniffer Definition Controls Please select the controls where the following patient Information can be found First Name lt Not Defined lt Not Defined Format Format ns Last Hame DOB lt Not Defined lt Not Defined Format Format O RE T IE lt Not Defined Format o EM Click for format definitions Back Cancel 7 2 7 1 Drag the appropriate patient information crosshairs over each applicable control in the PM application to specify it s address in the PM window 7 2 7 2 Specify the extraction format in the corresponding Format field The formatting characters are e f patient s first name e 96l patient s last name e 96i patients ID number e 96s patient s SS number formatted e u patient s SS number unformatted e d patient s date of birth 7 2 7 3 Click Next to continue Apteryx Inc Page 21 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 7 2 8 The Sniffer Definition Finish window displays Use the Definition Test button to ensure the sniffer definition functions properly If configured properly the patient name of the record opened in the practice management application will display Sniffer Definition Finish Click Test to test the current definition To accept the Application
21. l cccccccccceeeceeeeceseeseeeeseeeaeeeseneesanes 16 7 APPENDIX A APPLICATION SNIFFER DEFINITIONS eeeeeeennnenenennnnn mmn 17 7 1 QW LT EE MESE 17 7 2 Creating a Sniffer Definition eeeesssssseseesseseeee nennen nennen nnne nennen nennen nnns nna nnn nnn 18 8 APPENDIX B OPERABILITY IN REMOTE ACCESS ENVIRONMENTS eeeeee 23 8 1 SUM SM IPM 23 8 2 SIG B o RENTE RR RR RE M 23 8 3 Using Name Grabber in a Remote Desktop Environment cccceececeeeeceeeeseeeeeeeeseueesaees 24 Apteryx Inc Page 3 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 1 INTRODUCTION 1 1 Overview Name Grabber is a bridging application located in the Windows System Tray that understands how to bridge patients from a Practice Management PM application to Apteryx Imaging XrayVision or XVLite Name Grabber works with most third party PM applications For example if you have patient John Doe open in your PM application and then click on the icon in the system tray Name Grabber will automatically open that patient in Apteryx Imaging Using Name Grabber the cumbersome and time consuming practice of manually starting applications finding a specific patient and then opening that patient is automated with a single click of the mouse 1 2 Invoking Name Grabber
22. lass Mn Class lt Back Cancel 4 2 5 1 Drag the crosshair icon onto title bar of the window containing patient information 4 2 5 2 Click Next Apteryx Inc Page 10 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 4 2 6 The Contact Information window appears Contact Information Please provide us with some contact information so that we can notify you with instructions on how to obtain the upgrade Your name Your phone number Your fax number Your email address Send me a response by Fax 4 2 6 1 Enter your information so that Apteryx Inc can notify you when the request has been completed 4 2 6 2 Select a response method Fax Email 4 2 6 3 Click Next 4 2 7 Select a method to send the request to Apteryx Inc Send Request Select the method to send your request to Apteryx Inc FaxPrint the request and screen shot to amp pterix Inc at 330 375 0788 Fas Print the request to Apterys Inc at 330 375 0788 Email the request ta amp pterix Inc Back Cancel e Fax Print the request and screen shot Select this option to send the request to a printer with a screenshot of the target application If printed to a printer Apteryx s fax number is printed directly on the printout e Fax Print the request Select this option to send the request to a printer or directly to a fax driver If printed to a printer Apteryx s fax n
23. nd in the database Patient Status k Patient W Use database caching to speed up lookup Non Patient i Birthdays need ta be adjusted by a day Inactive Use chart number as patient ID Cancel 9 Each DataDrill has a different set of options depending on what type of database each one utilizes as well as what additional options are offered by the target practice management application Some DataDrills require that each workstation specify a Windows ODBC driver to connect to the practice management database This is typically the case if the practice management software utilizes a database engine e g SQL MS Access Please contact Apteryx Support for assistance with this setup 5 3 5 Click OK after all modifications are complete Apteryx Inc Page 15 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 6 USING NAME GRABBER TO BRIDGE PATIENTS 6 1 Overview Name Grabber and DataDrills are used in tandem to grab patient information from a practice management application and automatically open or create the patient in a third party imaging program Name Grabber understands how to extract what patient is currently open in a third party practice management application using Sniffer Definitions When launched on each workstation in a dental practice it simply resides as an icon in the system tray typically in the lower right hand corner of the computer screen Kame Grabber E
24. not display this message again TESE es start automatically BEBE No leave it the way it is 2 2 3 To ensure that Name Grabber starts automatically click Yes Start Automatically 2 2 4 Name Grabber will now start automatically each time Windows starts o This option can also be accessed by right clicking on the Name Grabber icon in the system tray selecting Options and then enabling or disabling the Start automatically when Windows starts option Apteryx Inc Page 5 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual 3 PREFERENCES 3 1 Overview The Name Grabber menu can be accessed by right clicking on the Name Grabber icon located in the system tray The Name Grabber menu seen below provides several tools and utilities that allow users to manually launch patients manage launched applications edit application sniffer definitions as well as modify Name Grabber invocation settings Options Customize Help Technical Support Web Links k About 3 2 Options Name Grabber Options controls how the interface and application perform Name Grabber Options Application To Launch ArayVision Application serverapteryx apteryx imaging VAssistant exe Verify names before launch Start automatically when Windows starts Launch the patient s Image Bar when bridging to Xray Vision Display floating invocation button Send Remote Notifications
25. o you want to give to this Application Sniffer definition Gnamaen Hame Description Cancel Apteryx Inc Page 18 of 25 APTERYX V custom software November 12 2012 WI Name Grabber User Manual 7 2 4 The Sniffer Type window appears Define where patient information can be found in the rie Apteryx Inc practice management application and then click Next Sniffer Type Where can the patient s name be located In a titlebar The patient s name can be found on one of the ititlebars in the target application In one or more controls App LX The patient s name can be found in one or more controls in the target application E P atient Name e The Sniffer Definition window appears Drag the Window pull crosshairs overtop of the practice management application window or child window containing patient information The Application Window and if applicable Child Window fields Name and Class Search Strings will be auto populated with information that assists Name Grabber in identify the PM application and window to search for when trying to find patient names Click Next to continue Sniffer Definition Drag and drop the crosshairs on the titlebar of the window that contains the patient s name z 5 You can drag this n over various windows Patient Name Fa uin to find out more information about thern Application Window Name
26. s SS number unformatted e d patient s date of birth e n patient s name first last e p patient s name last first e 96x discardable string of characters e c discardable single character e 96g the rest of the string is garbage can only appear at the end of an entry Examples PM Title Bar Entry Corresponding Extraction Format John Doe DDS Yt Yl g or Ven 9eg Doe John M DDS Joel Yt g Or Yp 9eg Doe John M Yl 9f or Yop John Doe 1234 Af Yl 9ei 9 eg or Yn 9oi 9eg Apteryx Inc Page 20 of 25 APTERYX November 12 2012 WI Name Grabber User Manual 7 2 6 2 Additional definitions may be added to accommodate the variety of ways a patient name may be displayed in the title bar For example some patient records may include a middle initial that must be captured as part of the first name while others don t 7 2 6 3 When Name Grabber searches for windows matching the specified formats it will use the first matching format in the list For this reason entries should be ordered from most complex to least For example Dentrix Chart f Yc Yl should be listed above Dentrix Chart f 9ol Otherwise a patient s middle initial would be incorrectly appended to the beginning of their last name Use Window drag and drop feature to reorder the list from most complex to least 7 2 6 4 Click on Next to continue Skip to 7 2 8 7 2 f patient information is spec
27. the left mouse button e Reset Resets the application sniffer entries to the application defaults e Definition Test Tests the selected definition against all open applications Apteryx Inc Page 17 of 25 APTERYX R November 12 2012 WI Name Grabber User Manual 7 2 Creating a Sniffer Definition 7 2 4 Right click on the Name Grabber icon in the system tray and select Customize gt Application Sniffer Definitions 7 2 2 The Sniffer Window Definitions dialog box appears Select New Definition ern on Enon x App Test Search hn m ABELDent Main SS indo ABELDent New Definition Die ACE Dental Child Windows ACE Dental i a TT icc Hany Child Window ACE Dental Softw Die ACE Dental Check Out Child window ACE Dental Softw Tie A lraPaint Child window AltaPoirt Tie AV Mark MC Main window Client Information Di ie AMT Mark MC Main Windows Cliert Information Dis Tit BridgelT Main Window Patient E ditor Tit Centricity Patient Registration Main Window Patient Reqistratic Tie Computer Age Dentist Main Window Computer Age Der Bn MD Cornerstone Patient File Child Windows Lomerstone g a ii gt Definition T est Resets the sniffer definitions to the application defaults 7 2 3 The Sniffer Name window appears Enter an appropriate Name and Description in the provided fields for the sniffer definition being created Click Next to continue Sniffer Name What name d
28. umber is printed directly on the printout e Email the request Select this option to send the request to Apteryx via email Emailing requires that MAPI is set up on your computer if you use one of the Microsoft Outlook applications it will be If MAPI is not set up on your computer you will be prompted to do so 9 Sending a cover page is not necessary when faxing requests to Apteryx Inc Apteryx Inc Page 11 of 25 APTERYXW November 12 2012 WI Name Grabber User Manual custom software 4 2 8 Click Finish to complete the customization request Apteryx Inc Page 12 of 25 November 12 2012 WI Name Grabber User Manual 5 DATADRILLS 5 1 Overview Name Grabber is typically used in conjuction with PM Specific DataDrills that are installed with XrayVision or XVLite When Name Grabber passes patient information the imaging application utilizes the DataDrill to extract additional patient demographic information directly from the PM database It then uses the information from the practice management database to create a patient record Although Name Grabber can operate without a DataDrill to simply grab basic patient information such as firstname and lastname from a PM interface this information on its own may not uniquely identify the patient For example more than one patient in a PM application may share the common name John Smith DataDrills are required to query the PM database and fill in
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