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        Oscar version 1 & 2 manual
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1.       Last Name FirstName Sex DOB Chart No jad pod Action  152 HARPER HARPER M 1960 06 15 AC JoinIn  135 HARPER STEPHEN M 1950 06 15 RO AC JoinIn  89  HEATHERS KEITH F 1945 02 21 AC Join In  157  HFHDUHD  HUANNSAB  F 1988 06 15 AC JoinIn    OSCAR User s Manual    178    PHCP    Generate a PHCP report for providers by service or diagnostic code        7     z DOU    OOQ  L  SS 9  sal        Resident          bad         Nurse         gt   E   co                   P 3  t      octor oscardoc   F  Period    20060501   2006 05 25                M  A001A  Minorassessmem go  O   O 0     A003A General a  sossrent                  c c oo cic c oc         ral assessme d  WFir E  EH D   0                E075A  RsSessmen o 0 0 0 0 0  Hyposenstzaton when   G212A sole reason for vsittg 00 0 0 0 0  Anscoagulant supervision     G271A iang term  telephone advice       d 0         CORRA Papanicolaou smear  use n n n          LAB UPLOAD    Import labs into the OSCAR database    OSCAR User s Manual    179    15    Troubleshooting    In this chapter     Y how to set up your computer for OSCAR  Y how to back up OSCAR files to CD    Y how to troubleshoot connections    OSCAR User s Manual    180    Initial Computer Setup for OSCAR Clinic    SCREEN SETTINGS  Screen settings should be 1024 x 768  1  Change by clicking START  gt  control panel  gt  display and then settings  2  Under screen settings  drag the arrow until it displays 1024 x 768  3  Click APPLY  MARGINS FOR PRINTING OSCAR DOCUMENTS  1  
2.      gt  Fr KE  B  M jR      7  J 7     9  g     1   gt  Cy IE I  M Rx T     D g  p 3  p g  s          Schedule View of the Appointment Screen    Day    Month Resources Search Report Billing Lab         Pri  2006 05 19  Calendar    OSCAR User   s Ma    Msg Con Pret eDoc  Group View    Dona Dusk JNN    Bluth Geor ge michael JE JB  M  Rx      O Mars Voronca JE IB  M Re       me Lymen Joshua JE JS  M   Rx    nual    15    Mickey Mouse 44444    Msg Con Pref eDoc Tickler   CO  Mep  Mello Donald Duck 232232 Group    Docs    Schedule View   Log Ow  b    trudy recep cleawell      gt  Aa E iM lite    Be IE IH M IN  Rt   Tikler co   Heb  Group  Doci   View AE   Log Out    Making Appointments    Features     e Hovering the cursor over the patient   s name will show the reason for the ap   pointment and any notes made regarding the appointment  When the cursor  turns to a hand  clicking on the patient   s name will display notes and reason for  visit    e Clicking the patient   s name will open the    Edit Appointment    screen to make    changes and updates  BOOKING APPOINTMENT    1  Click on the appropriate date using the CALENDAR button on the upper left corner  OR click the month tab and select the date  OR advance a day at a time with the arrow on either side of the date in the upper left    corner of the screen    2  Clicking on the desired time will open a window to enter appointment details    MAKE AN APPOINTMENT  Date Fri   2006 05 19 Status   Start Time  09 00 Type   Duration  
3.     6  The task list can be printed to refer to as tasks are completed    7  When the requested task has been completed  put a check mark in the box beside the  completed task and click on the    Completed    button    8  To delete a task  where there is a duplicate etc   repeat the above and click on the    de     lete    button  TICKLER REPORTS  See Chapter 9  Tickler Reports    TICKLER ON APPOINTMENT SCREEN    wer       When the patient has an appointment  a red     will appear beside their name if they    have a tickler message dated for that day  or if they have an incomplete tickler before    the date of the appointment  Follow the directions above to view the tickler     OSCAR User s Manual    131    12    E Documents and Forms    In this chapter   Y how to add scanned documents to a patient s chart  Y how to complete and edit e forms    Y how to make and customize e forms for your clinic    OSCAR User s Manual    132    The E Document tool can be used to attach scanned documents  typed referral letters  or patient handouts you want to include in a patient s electronic medical file  There is  also a storage holding area for eDocs that you can use for your favorite patient hand     outs  keep your current contact list or the latest ON CALL schedule   Adding eDocuments  There are two places where you can add documents into OSCAR     e Upload a document via the eDoc tab  These will be files for your personal use or    documents such as contact lists that the whole office 
4.     At the Windows screen  click on the START button    Go to PROGRAMS to ACCESSORIES to COMMUNICATIONS to HYPERTERMI   NAL    Click on HyperTerminal  amp  when the screen comes up  type in the name of your ses     sion  EDT   OHIP   amp  select an icon  amp  click OK    Enter all of the dialing information with the Ministry EDT number  for Ontario  it is    613 544 3883      Confirm your information is correct  amp  click on the    DIAL    button    Once you have successfully created a connections session  the program will ask if    you want to SAVE the connection set up  when you exit    Close out of the HyperTerminal window and set up the desktop shortcut    HYPERTERMINAL SHORTCUT    At the Windows screen click on the START button    Go to PROGRAMS to ACCESSORIES to COMMUNICATIONS to HYPERTERMI   NAL    When you get to HyperTerminal  right click on the one you created    Click on    SEND TO DESKTOP    to put the EDT   OHIP shortcut on your desktop for    future use    OSCAR User   s Manual    62    SETTING AUTO DIRECTORIES FOR DOWNLOADS    1     Open HyperTerminal by double clicking on the desktop shortcut  Click on the CANCEL button of the dial up for now  On the Transfer menu on your computer  click Receive File    In the    Place received file in the following folder    box  type the path of the folder in  which you want to save the downloaded file  this will hold for future download ses   sions    OR In Windows Explorer  find the directory where you want to put your do
5.     Canadian Obes ty Neteerk    Caltnare   Lek Drectony  cba c1  06   Equagons for _   Ora  rarezeocrm 23     Joumal of Pernnssooay         Meckro Pius altore  ve   pit t tra OAL CP NOC     A 3 3 n        Prihod Checa Quony Cow  re Moro b Atas um Dr Rec ices Ipfocmed OSCAR Metlassa    F  Zz2o6 Database    OSCAR    f ile C     WS    Ni  Search Tide Description   Search   Advanced Seann Search Hel   About OSCAR Resource   OSCAR Resource is a project aimed at compiling a large accessible database of bookmarks liniong 3 a large vanaty of medical resources all over Ne web  The flexibiley of OSCAR  Resource allows us to work with various other bookmarking services  Join us today  and help us expand our mod cal resource database   Join Us   To join and contribute resources to our fast growing database      gt  gt  Creato    del icio us account to add and store your bookmarks  Chick here to find cut more about del icio us   gt  gt  Sign up for a fee service to import your collection of Inks into our database      gt  gt Sign Up lt  lt            Feedback    f you Mave  099essons on how t   improve mis site  please feel Tee 10 share it wen us by chcking on me b  below  Sond us feedback    Heme   About OSCAR Resources   Send Feodback   comas Us    OSCAR User   s Manual    143    FINDING INFORMATION    There are several ways you can use oscarResource to find the information you are look     ing for     e From the main page  type in the topic you wish to read about into the Resource Sear
6.     If your office has complex schedules for a number of doctors  you may want to use the  Templates feature  With this the receptionist will be able to know at a glance at what  times of the day the doctor is available  the duration of each appointment or designate a  time slot kept open for same day appointments  Each office can designate their  own coding system  but the following is an example of some coding sys     tems         15 min  appointment   2   30 min  appointment   H   hospital rounds   A   academic    The template codes are displayed in a small box    beside each time in the appointment screen  Tem        Bluth Georg  E  B  M  Rx         plates are created in the Administrative View and           Mars Veroni  E  B  M  Rx Tip   e Click F11 to view the appointment    screen from 8 am to 5 pm     e F11 isa toggle switch that minimizes  the task and menu bar at the top  amp   bottom  giving you more viewing area  on the appointment screen    e When you log off and log in  you will  have to press F11 again to have the  MELEE   amp  LymanJoshu  E  B  M  Rx   KE        will be discussed later in this manual        Fig 3 1   Sample scheduling template    OSCAR User s Manual    13    OSCAR User   s Manual    14       View All    Version of the Appointment Screen    Day       Fri  2005 05  19   Calendar    Month Resources Search Report Billing Lab      Morgan Price Denali Duck 3232333    Bl E Pm M rmx    AE z    C Ma JEB IM ARa    bust dec Guest  22222    D SE  0 IM Re 
7.    UPDATE    when finished    7  After Version Code errors have been corrected  the encounter also needs to be re     submitted in the  Billing Correction  function in the Administration Screen   CORRECTING A BILLING ENCOUNTER ERROR  amp  RE SUBMITTING  In Admin View    1  Under    BILLING     click on    BILLING CORRECTION       OSCAR User   s Manual    67    2  Type the invoice number in the top box  amp   enter   3  The invoice is pulled up as it was sent to the MOH  4  Make the billing correction   5  Change the    BILL TYPE to  O  for    Bill OHIP     6  Click on    SUBMIT    to re calculate the billing correction and mark the invoice to be    re submitted with the next MOH disk or EDT  7  Click    SUBMIT    again if the invoice is correct  8  Click either    Correct Another One    or    Close this Window       The    SUBMIT    button must be pressed to re calculate any corrections made to the    Schedule of Benefits    e Changes to the version code in the    Patient   s Detail Record    will be automati     cally pulled through to the new bill when you click on the    SUBMIT    button  Remittance Advice  amp  Report  For Ontario billers    You will first need to connect to the Ministry GoNet and download the RA files to rec   oncile to OSCAR billing  See Invoicing via EDT for instructions on how to connect the  GoNet     DOWNLOADING FILES FROM GONET   At the    Ministry of Health Menu      1  Select   1 to DOWNLOAD FILE      2  Use the up and down arrow keys and select 
8.    Y how to use the oscarResource database    search for information      contribute to the database    OSCAR User s Manual    142    Using the bookmarking website  del icio us   the oscarResource database is a grow     ing source of information for all topics related to clinical practice  medicine and be     yond  Learn how to use  and contribute to  this resource     Using oscarResource    OscarResource is a web based clinical resource database that is maintained by contribu     tors from across the country  It contains links to websites that are relevant to actual    clinical practice  and is constantly being updated with the latest information on medi     cine and other relevant topics     ACCESS    You can access oscarResource in four different ways     e Go directly to http      resource oscarmcmaster org   oscarResource    e From the Appointment Screen  click on the  Resources  tab    e From a patient s Encounter screen  click on the  resources  link under the  Clinical Re     sources  heading on the left    e From a patient s Encounter screen  perform an internet search with  OSCAR Search          as your selected search engine     Open  Source  Chnical    Application    Resource       A a Favo  Canada 417  Canadarost  Mapauast  Pharmacy ca  McMaster Farmed  Ontario Drug Benets  Ontario Forms Catalca    Eecrone Medical Record  EMR         Trovel oceno Ciniz tet  iierratocsi Assoc toe fer     Modera mecca tore ar  Cooogh   Mergtoral         Crogenous androgens cacrease
9.    column gives you the numeric count    e The      column gives you the percentage of females or males compared to the to     tal of that sex  Totals are across the bottom    e You can continue to create a report for each doctor by changing the doctors name and    clicking    Create Report    again    e You can continue to create one of the other types of reports by clicking on another    type of reports and clicking the    Create Report    again    e The printer button is in the upper left corner to print the reports    OSCAR User   s Manual    95    VISIT REPORT      Larry Kain Report Visit Report Select provider v Create Report    Service Date Range E Date   2006 5 1 Date   2006 5 31    This is a report to analyze the types of encounters you are doing in your practice  hospi     tal  clinic  house call etc   e There are 2 types of reports you can select  Larry Kain and Visit       Larry Kain report is a specific report of the total numbers for a clinic  broken down  into clinic visits  HHS  4 Hamilton hospitals  and All other  house calls and St Jo   sephs hospital        Visit Report is a much more definitive report  giving a breakdown of each doctor   nurse and grouped into teams  The people included in this report can be edited    through the    Manage Provider List    link on the upper right corner of the screen   To Begin   1  Click the radio button beside one of the two types of report you want to create  2  Select a begin and end date by clicking on the word links 
10.    press ENTER  Click on the Demographic ID of the correct patient    3  Click on the    Flu Billing    link under the  Billing  heading on the left side of the Pa     tient   s Master Demographic record     oscarBilling    flu billing  Demographic Name Health Number Demographic DOB Appointment Date  MARS  VERONICA WD 19870615 2006 5 23  Billing Provicer Appointment Provider   Visit Type  Duck Donald v    Duck  Donald  lt   Billing Type   Bill OHIP     v 00   Clinic Visit v  Service Code D agnostic Coce Create Date Creator  G591A 896 2006 5 23 Duck  Donald    Submit   Submit  amp  Goto Prevention Cancel      4  The program will automatically default to the diagnostic code 896 for flu shot  amp  the    service code G591A for Flu Shot without previous appointment    5  Clicking    SUBMIT    will immediately bill the patient for the flu shot    OSCAR User   s Manual    57    e You can also click  Submit  amp  Go to Prevention   which brings up the oscarPre   vention screen so you can document the vaccination and save it in the patient s    E Chart   FLU BILLING REPORT    The flu report allows you to print a report to track the amount of flu shots done in the    clinic for statistical reasons and for confirmation of the Ministry bonus for Primary  Health Care     See Chapter 9 for details on how to create and print a flu billing report     INR Billing    ADDING PATIENT TO THE INR BILLING LIST    This feature is for billing the monthly G271A monitoring for long term anticoagulant 
11.   2006 04 23 00 00 00 BLOGGS FRED Bill WSIB  No Appt   INR  164  2006 04 20 11 00 00 BROWN PREGNANT Bill OHIP  With Appt  Doctor  262  2006 04 19 09 00 00 Test  Three Bill OHIP  With Appt  Doctor  262  2006 04 15 10 45 00 Bravo  Delta Bill OHIP  With Appt Doctor  260  2006 04 02 00 00 00 GATES  WILLIAM M Bill OHIP  With Appt  Doctor  253  2006 03 14 10 45 00   Bravo  Delta Bill WSIB  With Appt  Doctor  267  2006 03 13 00 00 00 FERIN NICK Bill Patient No Appt   INR  245  2006 02 28 08 00 00 BOB  BILLY JOE Bill OHIP  With Appt  Doctor  243  2006 02 27 00 00 00 BOB BILLY JOE Bill PatientiNo Appt   INR  231  2006 02 12 08 10 00 Duck  Daffy Bill Patient  Unmatched Appt  Doctor  226  2006 01 25 08 30 00 TEST JOHN Bill OHIP  With Appt  Doctor  249  2005 12 21 09 00 00 CHILD  THREE YR  Bill OHIP  With Appt  Doctor  250  2005 12 13 08 30 00 BROWN PREGNANT Bill OHIP  With Appt  Doctor  284    This report shows all the billing for a doctor during a specific period of time  with the  ability to view and print each bill  This report is used when a doctor wants to confirm  that they have billed correctly for a procedure or is uncertain if they have done the bill     ing for a visit     OSCAR User   s Manual    101    UNSETTLED REPORT    oscarBilling    OB FLU Select provider   Duck  Donald      Unbilled    SERVICE DATE  2006 04 03  2006 02 27  2006 02 17  2006 02 14  2006 02 12  2006 02 12  2006 02 08  2006 02 08  2006 01 27  2006 01 20  2006 01 18  2006 01 16  2006 01 14  2006 01 13  2006
12.   CQarnficatian Code   Wing Type Bs MSP hd     Service Location Pryscens oce    FEMBERTUN    Service Date  Service to date  After Hours Time Call  Start  HMMM 24 r   Ed  HHMM 24h   Deoede r  53 Code Payment Method     MOS  5 19 ho B NS v Norm     ELECTRONIC Facitity  Visits Description S  Fet ER Views Description   fee Premiums Description   ree  0010 VISIT IN OFFICE  AGE 2   99  27 90 2 VISIT   OUT OF OFFICE  AGE 2 59  27 90 00112 VISIT  EMERGENCY 81 47  none COMPLETE EXAMINATION IN OFFICE  AGE 62 02     COMPLETE EXAMINATION   OUT Of  amp 2 03   01200 CALL OUT CHARGE   EVENING 47 84  00 01 2 49    gt  AMA OFFICE  AGE 2 55         INDIVIDUAL COUNSELLING IN OFFICE  AGE 18 5 01202 CALL OUT CHARGE   NIGI 19    0    ma  Us CALL DUT CHARGE SATURI NDAY x     01202  TAT DAY ga  00103 ADN A o   U   STAT HOLIDA  EXTRA PATIENTS SEEN OLRING SAME   60213 ON CALL  ON SITE HOSPITAL VIS EVEN  4  00104  OUSE CALL ae  00 05 ON CALL  ON SITE HOSPITAL   NIGHT 25  TF  J  1 Rafarrai Type ON CALL  ON SITE HOS v SAT  SUN a  Set Type Y 00123 OR NOLS mE  01205 SURCHARGE   NONOPERATIVE   EVENING 95   extTyoc    01206 SURCHARGE   NONOPERATIVE iT 4  SURLHARGE NONOSTCRATIVE Wt END A 6  01207 STAT  HOS DAY    coce EMERGENCY BEDSIDE CARE oz  c0282 CRITICAL CARE MONITORIN  n  00003 CRISIS INTERVENTION     00 04   VYING PA V    Diagnostic Code    sns Nos  Motes arc Fe nena  296 BIS Wl  i be sent to MSP     PATIENT S STATUS    Patient Status shows whether the patient is active  AC   inactive  IN   deceased  D
13.   If you want to save the query set up with your selections for the next  time you want to run this report  give it a name in the box above the SAVE QUERY  button and click the SAVE QUERY button  This will then appear in the drop down  beside the LOAD QUERY button at the top of the screen for future use    OSCAR User s Manual    109    5  If you wish to keep the patient list generated by the query  click    Save Patient Set      This will save the report for the next step to create a file that can be saved to a mem     ory storage device     To export a saved patient list   you must have access to the administration view  See  Chapter 14  Demographic Export for instructions on how to retrieve your saved lists  If  you do not have permission to access the administration view  i e  you don t have a blue  Admin tab on your appointment screen   you must ask someone with admin access to    either export the lists for you  or assign you an admin role     To save  modify and or print a saved patient list   select Demographic Set Edit from the    list of reports in the Report Tab   DEMOGRAPHIC SET EDIT    If you have saved patient sets from the Demographic Report Tool  you can view the list  here  as well as mark certain patients as ineligible  if you are using this list to generate    names of possible study subjects     PREVENTION REPORT   View a certain patient set   s prevention status information    1  Select the desired Patient Set and Prevention Query    2  Click the calendar 
14.   Notes    Add Record   Swipe Card   Cancel      Date format  yyyy mm dd    OSCAR User s Manual    27    e NOTE  When entering a patient   s name  the characters  lt  or  gt  should not be    used  These will cause errors in the database     e For the rest of the fields and buttons  the instructions are the same as those for    Editing a Patient   s Record     Patient Detail Record    PATIENT S DETAIL  RECORD  Appointment                        SEARCH  ADPE HI story Z   E  waiting List f  Name     Phone     DOB yyyym med  j    u E m Search Inactive   All    Billing Histor   Address    Health Ins      Chart No l  Ad   Billing  Fiy Bill ne    Hospital  Billing RECORD  163  Eom  Acc INR DEMOGRAPHICS CONTACT INFORMATION  Bail INR Last Name  MARS First Name  VERONICA Phone H   905 555 5555 Phone  W    Age 18 D0OB  1987 06 15  Accress  123 Sesame St   Corsultations Sex  F City  Neptune  prescripcions Language  ENGLISH Province   ON     Chart OTHER CONTACTS  ADD RELATION a  Tickler Father SDM EC  MARS  KEITH  905  5            Send a Mescaoe Partner  ECHOLLS  LOGAN  905  HEALTH INSURANCE    he G a 3g G    Donuments Roster Status  ACTIVE Date Rosterec  0001 01 01 EFF Date 0001 01 01  repos Patent Status  AC PATIENT CLINIC STATUS  ied St meow Chart No   Doctor  Duck  Donald  Cumont cforms Date Joinec  2006 05 16 Enc Date  0001 01 01 Nurse  Dolittle  David  Add E Form Avert Midwife  Carce Julie  Resicent  chiswell trudy  Referral Doctor  Tran Quoc  Referral Doctor    789655  Notes  Bac
15.   OSCAR User s Manual    The oscarEncounter screen is the patient s electronic medical record  It contains all of  the patient s medical information  including patient history  progress notes  forms and  documents     MRP Dr  Joan Chan TEST  PATIENT F 18 years Next Appt  Calculators  CoTr l   Medical History          MMR O snge O rypercholesterciecs IBUPROFEN v  04 Dec 2007  MenC C OCOupaton  university student Hypertenson SULFAMETHOXAZOLE 02 Mar 2006  TdP IPN Hib Hysterectomy   PENICILLINS 07 Dec 2005  DTa  19N  Diver  cular Disease 4  vz Foaroan Y   ALTACE   CAP 10MG Take 1 Tabs PO Ol  a Mi Ongoing Concerns        came   DEVENE BULPHA ALLEROY  NEGATION    04 Apr 2008  Review wth patent re  m    08 Aor 2008  NEGATION REVIEW REQU    08 Aor 2008  repeat LFT     12 Feb 2009  needs a pap   10 Sep 2006            i   OSCAR Search H   Search   Ongoing Concerns as part of coo  CITE     Medical History as part of cpo  LONG TERM USE ANTICC    13 May 2008 BN EOM EIN coa  Hatory as nat of coo    HX OF COLONIC MALIGN     25 Apr 2008 Reminders as part of coo  OTH CHR ISCHEMIC HAT     25 Apr 2008    HUMAN IMMUNO VIRUS C    25 Apr 2008    OSTEOPOROSIS    12 Feb 2008  ANXIETY STATES  12 Feb 2008 v   OVE VSS  good color  no ndes   euro  sensory symptoms persists left and right truck  T10 and   T 4  Vascular Tracker er LE   approx 4  5  antalgic gait minimal    Rhomberg  neg cerebellar  Lab Rec 2007 uu 12 Feb 2008 impaired eee ti geg    g  neg   AR2005 23 Nov 2007      MParec prop l   Coreaiv
16.   TIPS     1  You can search by Date of Birth  Name  Health Number  Address  Phone Number or    Chart Number     OSCAR User s Manual    26    Pat     AC  AC  AC  AC    604       604     604     604       2  Fora General Search  leave the search box blank and click the SEARCH button to  obtain the full list of patients in the database     3  The smaller the amount of the name you type in for the search  the better chance you    have of finding the patient without a typo error     Adding a New Patient    1  From the Appointment screen  click on the    SEARCH    tab     2  Click on the link    Create a new Demographic      3  Fill in the patient s information and click    Add Record        e You MUST  at minimum  fill in the following fields  First Name  Last Name and    Date of Birth     ADD A DEMOGRAPHIC RECORD                                                 Search    Name   Phone s DOB yyyymmdd  EE EH    Address    Health Ins   amp  Chart No  Record  Last Name  MARS First Name  VERONICA  Address  123 Sesame St  City  Neptune  Province    BC British Columbia Postal    Phone  H   604  Ext  Phone  W   Ext   Email  PIN   DOBiyyyymm  di yyy   06  l  15    Sex r     Health Ins             ver       EFF Date          HC Type   BC British Columbia Language   Doctor     Nurse   Midwife  vl Resident   Referral Referral Doctor     Doctor   Roster Status  v  Add New Date Rostered       Patient Status   AC    Active    Add New Chart No     Date Joined  2906 05 119 m  End Date       Alert 
17.   To   INVOICE PATIENT DATE APPT CLINIC WALK IN STATUS  132 AFZAL TANVER 2005 10 06 8 50 Submitted to OHIP  141 AMMARY  KAMIL 2005 10 27 21 25 Submitted to OHIP  253 BROWN PREGNANT 2006 04 20 33 45  8  145 Chiswell  Testing 2005 11 04 54 20 Submitted to OHIP  224 DUCK  DAFF Y 2006 02 12 8 50 Submitted to OHIP  253 GATES WILLIAM M 2006 04 02 8 50  B  282 NAGEL TEKLA 2006 05 12 8 50 z8  283 NAGEL  TEKLA 2006 05 12 8 50  B  214 Potter  Harry 2006 01 14 59 80 Submitted to OHIP  121 PRICELESS  TOTALLY 2005 08 23 8 50 Submitted to OHIP  217 WING  WONG 2006 01 20 4015 1 Submitted to OHIP  Total Clinic Count  5 Walk in Count  6 4183 80 51 00    Back Close the window    The flu report allows you to print a report to track the amount of flu shots done in the  clinic for statistical reasons and for confirmation of the Ministry bonus for Primary    Health Care     Report Tab    This tab  found among the tabs on the appointment screen  gives you access to various    common reports used in a medical office   EDB LIST  Estimated Date of Birth     This report is based on the EDB date fromthe AR electronic form in the Electronic  Medical Records     1  Enter the date range in the boxes in yyyy   mm  dd order    2  Click    CREATE REPORT    to get a list of all OB patient s Estimated Date of Birth    OSCAR User s Manual    103       EDB LIST         Print    Cancel      EDB  Patient s Name Age Gravida Term Phone Provider   1 2005 08 08 SMITH  JOHN 24 905 545 3248 oscardoc doctor  2 2004 12 30 
18.   You can bill or look at the invoice for these encounters directly from here by clicking  on    Bill           UNBILLED REPORT    Unbilled   Billed Unsettled   OB    FLU Select provider   Duck  Donald od Create Report  Date From  Ie    SERVICE DATE TIME PATIENT DESCRIPTION COMMENTS  2006 05 19 11 00 00 BROWN  PREGNANT flu Bill Ii  2006 04 19 10 00 00 TEST  TWO fever pitt isi  2006 04 07 10 45 00 BRAVO OELTA sore throat pit 1    2006 04 03 11 00 00 BROWN  COW w  2006 04 03 10 45 00 BLOGGS FRED Bil isi  2005 12 19 08 30 00 BROWN  PREGNANT Bill i    2005 12 19 08 15 00 CHISWELL TRUDY knee git  st  2005 12 16 10 15 00 BRAVO OELTA pit isi  2005 12 16 10 00 00 CHISWELL TRUDY Bilis   2005 12 16 08 45 00 BROWN  BABY giu isi  2005 12 13 10 30 00 See a eee sore leg ein 1    2005 12 13 09 00 00 CHILD  THREE YR  pitt   1  2005 12 13 03 45 00 BROWN  BABY Bits   2005 12 09 09 15 00 ICBC BANGUP BOB ist form cpx i  2005 12 08 13 00 00 JOENS  MARK Bilis   2005 12 08 10 30 00 paramere IAR BAN soro log pill 18   2005 12 06 09 15 00 ICBC BANGUP  BOB 1st form cpx nit j    2005 11 24 03 00 90 CHILD  THREE YR Bits   2005 11 17 08 30 00 BROWN  PREGNANT Bills   2005 11 16 08 30 00 BROWN  PREGNANT Bill i    2005 11 15 10 30 00 MEE sore leg ginis   2005 11 15 09 45 00 CHISWELL  TESTING flu 1 week Bilt j    2005 11 15 09 15 00 ICBC BANGUP  BOS 1st form cpx pin i      2005 11 15 03 00 00 CHILD  THREE YR  iu    This report searches through the appointment screen for any appointments that have  not been b
19.   documents that have been either scanned or received as a digital file and attached to the  patients chart  Lab results  Consultation notes from other doctors and Annual physical  forms are some the various papers you can attach as part of the patient s electronic  medical record in this area  You can also add documents or HTML code in the window    directly   Add Document    The  Add Document feature allows you to upload any Adobe Acrobat or html file into  the patient s Electronic Record  See Chapter 12    Current eForms    View the forms you have added to the patient s record here  It works in a similar way to  the Documents function  This area would hold items like the AR1 and AR2 forms  the  Baby Rourke form or any other forms that your office uses to document specific areas of    the patient s health record   Add E Form    This button gives you access to various pre formatted forms  a chart summary or letter   heads  Any letters and forms created in this area will be added to the patient s Elec     tronic File  See Chapter 12    OSCAR User s Manual    34    5    oscarEncounter  The    Electronic Medical Chart    In this chapter   Y how to access oscarEncounter  Y how to write patient progress notes    verify and sign resident notes  edit old notes  Y how to add to and edit the cumulative patient profile  Y how to use and access other important functions    writing and keeping track of prescriptions    accessing lab results      tracking patient measurements over time  
20.   tronic medical files  fill out forms  bill the encounter and check any future day   s sched     ules     The screen can hold up to 6 providers comfortably  Further on in the manual instruc   tions will show you how to handle more than 6 providers by creating groups and flip     ping between the groups   APPOINTMENT STATUS ICONS    To change the status of the appointment when the patient arrives  click on the symbol  immediately to the left of the patient   s name in the appointment screen  Each click ad     vances to the next appointment status     Meaning of appointment status symbols    appointment booked   day sheet printed  amp  patient is here  ap     chart pulled pointment bar will    turn green     patient is picked  ap  empty room  ap  no show appoint   pointment bar will pointment bar will ment  appointment    turn pink  turn yellow  bar will turn grey     appointment has been patient has been billed  appointment bar will turn    cancelled blue        Other Symbols on Appointment Bar    e E  click to access the patient encounter record  not available in receptionist    view   e B  click to bill the encounter    OSCAR User   s Manual    e  B   click to un bill an appointment for correction  This icon only appears as a    replacement for B after the patient has been billed   e M  click to view the patient s master demographic record    e Rx   click to view OscarRx  where you can fill out prescriptions for the patient     not available in receptionist view   TEMPLATES
21.  01 01  2005 12 31  2005 12 22  2005 12 19  2005 12 19  2005 12 16  2005 12 13  2005 12 13  2005 12 09  2005 12 07    2005 12 07  2005 12 07    Billed    Unsettled    TIME  14 30 00  00 00 00  09 15 00  09 00 00  10 30 00  00 00 00  00 00 00  00 00 00  07 20 00  00 00 00  09 39 00  10 40 00  09 20 00  00 00 00  00 00 00  09 00 00  10 30 00  10 30 00  08 45 00  10 30 00  09 15 00  09 15 00  09 45 00  00 00 00  00 00 00    00 00 00    Date From     PATIENT  Rodrigues  Catarina  BOB BILLY JOE  Bloggs  Fred  Bloggs  Fred  AMMARY KAMIL  DUCK  DAFFY  WING  WONG  TESTER KONG  Khan  Farquar  WING  WONG  Bob  Billy Joe  BLOGGS FRED  Bloggs  Fred  BOB BILLY JOE  WING WONG  CHISWELL  TESTING  Out Of Province Joe boy  Out Of Province Joe boy  Brown Baby  Out Of Province Joe boy  George George  Icbc bangup Bob  Chiswell  Testing  CHISWELL TRUDY    SMITH BROTHERS COUGH    DROPS    OUT OF PROVINCE JOE BOY    To    DESCRIPTION  With Appt  Doctor  No Appt   INR  With Appt  Doctor  With Appt  Doctor  Unmatched Appt  Doctor  With Appt  Doctor  Unmatched Appt  Doctor  Unmatched Appt  Doctor  Unmatched Appt  Doctor  No Appt   INR  Unmatched Appt  Doctor  With Appt  Doctor  With Appt  Doctor  No Appt   INR  No Appt   INR  With Appt  Doctor  With Appt  Doctor  With Appt  Doctor  With Appt  Doctor  With Appt  Doctor  With Appt  Doctor  With Appt  Doctor  With Appt  Doctor  No Appt   INR    No Appt   INR    No Appt   INR    Create Report    ACCOUNT  211    led       2    ERE    N       221    N  N   
22.  Chapter 6  Health Card Version Codes for details     SURVEILLANCE REPORT  Monitor the number of surveys being conducted with this feature   REHAB STUDY    View the results of the Encounter Forms which have been included as a part of this re     search study   OSCAR User   s Manual    98       ID demographic no provider_no formCreated formEdited studyID treatmentGr controlGr eitherGr       Billing Tab  oscarBilling    Unbilled    Billed    Unsettled    oB C FLU Select provider   Duck  Donald X Create Report  Date from   To     df Back Close the Window      UNBILLED   BILLED   UNSETTLED   OB   FLU    All of these reports are created in the same manner  by clicking on the appropriate re   port type and following the directions  The explanation of each report follows the in     structions    CREATING BILLING REPORTS   From the Appointment Screen   1  From the appointment screen click on the  BILLING  tab    2  Click on the button beside the type of report you want  unbilled  billed  unsettled   OB or flu     3  Select the doctor from the drop down list    4  Click on the    From    link beside the box for the begin date of the report    OSCAR User s Manual    99    5  Clicking on the date will insert the begin date for the report in the box  6  Repeat with the end date for the report by clicking on the    To    link    7  Click    CREATE REPORT       8  To create reports for other doctors during that time period  just change the doctors    name and click    CREATE REPORT       9
23.  E    N      w    N       H    ind     wu    N  b  w    N  m    1    85  N  o    N  o  e    3l         be  n     AAA    9    dE     This report will give you a list of invoices that have been submitted to the Ministry of    Health  but have not been paid yet  This is useful report to check if there are any out     standing invoices to follow up and re submit before they exceed the 6 month limit for    submissions     OB REPORT    oscarBilling    Unbilled Billed    INVOICE PATIENT   111 CHISWELL TESTING   112 CHISWELL TESTING   113 CHISWELL TESTING   A14 CHISWELL TESTING   115 CHISWELL  TESTING   206 OUT OF PROVINCE JOE BOY  207 OUT OF PROVINCE JOE BOY  208 OUT OF PROVINCE  JOE BOY  227 AMMARY  KAMIL       Back    OSCAR User   s Manual    Unsettied       OB FLU    Date From     DATE  2005 08 14 P038A  2005 08 21 P023A  2005 08 22 P023A  2005 08 23 P023A  2005 08 24 P023A  2005 12 05 POO06A  2005 12 06 POOBA  2005 12 07 POO6A  2006 02 12 H001A    102    Select provider   Duck  Donald    To     BILLING CODE  P020A E409A    E411A E411A  E411A E411A E411A    Total    Create Report    BILLED    STATUS   1168 3  132 80  132 80  132 80  132 80  1525 2  1525 2  1525 2  50 95  0 00    Paid       Close the Window     This reports can be used by doctors querying about how much OB billing they have  submitted to confirm the status of a bill  e g  submitted or paid      FLU REPORT    oscarBilling  Unbilled Billed Unsettled OB    FLU Select provider   Duck  Donald v Create Report  Date From
24.  ENTERING PREVENTION HISTORY    pcr Preventin LE 51 1 NN    Prevention   MMR     Completed Date  2006 05 23 Ed   C Refused Provider     Duck Donald        Ineligible  Result  Location   Lot    Route              Manufacture     Comments          Set Next Date    Save    OSCAR User   s Manual    86    1  Click on the test   vaccination that you wish to document  For an explanation of the    abbreviations  click a         link     2  Select the date from the calendar next to the Date text box  Select whether the pre     vention was Completed  Refused  or Ineligible     3  Fill out the rest of the information about the prevention  You can set the date of the    next prevention  with the option of not being reminded of it  Click    Save        OSCAR User   s Manual    87       Forms    In this chapter   Y how to add and complete forms commonly used in a fam   ily clinic    Annual Health Review form    Antenatal Record  1  amp  2     Mini Mental State Exam      Rourke Record    OSCAR User s Manual    Forms Introduction  amp  Directions    FORMS IN THE ENCOUNTER SCREEN    e CURRENT FORMS  The most recent forms are displayed below the Forms heading in  the Encounter screen  To view the rest of the current forms click on the Forms head     ing   then click on the form you want to view or add to     e ADD NEW FORM  Click on the plus sign next to the Forms heading for a drop down  menu of the most popular forms available  then click on the desired form to add to the    patient   s e Ch
25.  F5    Customizing Your Forms    SELECTING ENCOUNTER FORMS    You must be in the Administrative View of OSCAR to select which forms will be avail     able in your patients    Encounter screen  See Chapter 14  Select Forms for details   CREATING YOUR OWN FORMS    You can make your own electronic forms using OSCAR s e form function  See Chapter  12  Creating Your Own for instructions on making and uploading customized HTML    forms     These forms are used in the same way the regular electronic forms are used  but are lo   cated in a different area of the oscarEncounter screen  See Chapter 12  Adding E forms for    instructions on how to fill out  save and access your e forms     Available Forms    ALPHA FORM  Developing the Patients Antenatal Psychosocial Health Assessment    ANNUAL HEALTH REVIEW  VERSIONS 1 AND 2     OSCAR User   s Manual    90    For the basic annual physical  Both forms have a link to the Annual Review Planner     which suggests further actions depending on the patient s conditions   ANTENATAL RECORD 1  amp  2    ARI  AR2 and Antenatal Planner are combined and linked in one form accessible    through the AR form    COST QUESTIONNAIRE    Study questionnaire assessing the health care costs associated with the patient over a    9 month period  Adapted from SLU cost questionnaire   GROWTH CHARTS    CDC US Growth Charts are used for patients aged 2     20 years in order to document  their growth     HOME FAST    The Home Falls and Accidents Screening Tool  Home 
26.  File Type  it should be clicked on  Delimited    Click the NEXT button  amp  TAB should be clicked off under  Delimiters     Click the NEXT button  amp  under  Comma Data Format  GENERAL should be  checked    10  Click FINISH    e In the next box you want it to IMPORT DATA into EXISTING WORKSHEET    e Your report will flow into Excel in columns and rows    e You can now manipulate your data as desired    TO EDIT FIELDS IN THE REPORT    L     2     After selecting a report  click on CONFIGURATION on the upper right screen    The column to the right are the fields of the form that are currently selected for the    report      The column to the left are fields in the selected form database that have NOT been    used in the report currently    OSCAR User s Manual    114    e NOTE  if you want to use any of the database fields on the left you MUST add cap     tions to the fields or you will get an error when running the report   ADD EDIT CAPTION    1  To edit any of the field captions  click on the ADD CAPTION text link at the bottom  of the left column    Fields that already have captions are yellow    2  Type the desired heading for the field in the left hand box and click on the ADD    UPDATE button opposite the database field name    3  When finished click on the BACK to the CONFIGURATION link on the upper right    on the screen  SELECTING THE FIELDS FOR THE REPORT    1  Select a field in the left hand column and click on the ADD button to move the data     base field into th
27.  Msg    tab        Select Message  vi   All Messages     e From the Main Demographic Record  click the    Send a  Message    link    e From the Encounter screen  click the    Send Msg    link to    send messages  and    All Messages to view messages linked to the patient  READING MESSAGES  e Click on the Subject title to display your message       Note across the bottom of the screen the functions you can do with this message     Reply   Reply All   Forward   Delete        Note across the top that you can still navigate to the following within the message    views  Compose Message   Back to Inbox   Exit OSCARmessenger     sera CT   Deleted Message EP  Status Subject Date    From    delete    REPLY  FORWARD OR DELETE A MESSAGE    Across the top of the message screen are the buttons to reply  forward or delete a mes     sage     OSCAR User   s Manual    126    1  When either the    Reply    or    Forward    button is clicked  the full address book is avail   able for use  the address book names can be edited by any staff who has administra     tive access to the program   2  Click on the individuals you want to forward the message to  3  Enter your reply and the click    Send Message    button    4  The next screen tells you that your message has been sent and give you the option to       Compose a Message  Back to Inbox or Exit oscarMessenger  SENDING A MESSAGE  1  Click    Compose Message     2  Type in a subject heading  amp  your message    3  If you want to send informatio
28.  REFUGEE Billing    Interim Federal Health Certificate of Eligibility    FAS Benefit Administrators  Contact  Lianne Backstrom  x 729   9th Floor  9707 110 Street  Edmonton  AB T5K 3T4  1 800 770 2998    Web Site for forms  www fasadmin com    Submitting Refugee Billing   1  Fill out the Medical Services Claim Form   2  Use OHIP codes and dollar amounts   3  Person sending in the claim can sign by Authorized Signature   4  Unit Label on section  2 above put    ATTENTION BILLER      5  Attach a photo copy of the patient   s Interim Federal Health Certificate  6  Mail to above address    OSCAR User   s Manual    76    WSIB BILLING    Workplace Safety  amp  Insurance Board  Contact  Maria Galiarity x2937   200 Front Street West   Toronto  ON M5V 3J1    1 800 387 5540    Web Site for forms     www wsib on ca wsibsite nsf   public FormsHealth       Details    For all patient visits to the office  we bill the same as an OHIP bill and just flag it at the    beginning as a WSIB encounter  They are paid the same as an OHIP claim   WSIB Forms Completed by Doctor  e Each doctor can apply for their WSIB Billing number before submitting invoices    e The clinical visit of a patient concerning a WSIB claim is processed with other OHIP    billing and by changing the    Billing Type    to    Bill WSIB     e This invoicing directly to WSIB is for filling out the WSIB forms  e The form is the invoice when filled out with the appropriate billing code    e There is also payment for letters reque
29.  User s Manual    172    3  Click the file names on pop up window to save the files to the local computer  4  Burn a CD at the end of the week with everything in the directory  amp  keep off site    5  Usea couple of CD s and rotate them back  amp  forth from the office    e The backup date will be shown on file names  So  it is easy to only download the files  that are new     e This process backs up documents and database of your OSCAR program  The back up  should usually be daily  but even every 2nd day is OK  Restoring the backup files  if  there ever was a problem  will be looked after by the OSCAR programmer     oscarMessenger    EDITING THE MESSENGER LIST    1  Click    Messenger Group Admin             Group Configurator  Root   Now Group   Click here to create    new group on this Level  All the groups in this Level      Click to explore the lower level Groups  coc  recept paist  2acmin  test    p    Upcate group members    All the Members that are in this group are checked    Lastname Firstname Provider Type  BLAH BLAH    Delete this group    receptionist    w Doles Donsic doctor    w Dolitzie Davic aoctor    2  The initial list that comes up are the individual names showing under the groups    3  Click off only those names you would like to show in the address book    4  Click Update Group Members  button    OSCAR User s Manual    173    CREATE A NEW GROUP   1  Click    Messenger Group Admin      2  Click    New Group      3  Type in the name you want to call the g
30.  Week Setting    ran      J   P Mon  R amp 30 4pm ee    F Tue  R830   pm                           F wed  P8 30 4pm  lt  lt   P surg am  surgery am office pm  F Thu  830 dpm x  lt    donalddd  oiwjfe   Fri  P830 4pm ce    ref       Next   Cancel         3  Specify a start and end date for the schedule   4  Check off the days of week that the provider is available    5  Transfer prepared templates by clicking on the template name and then the arrow    beside the appropriate day    6  Alternate Week Schedules  Click on if applicable  before transferring template in   formation to schedule  This would be used if the provider has a schedule that alter   nates every two weeks on the same cycle  Transfer prepared templates to all applica     ble available days     7  When you have filled in all the appropriate days  click the    Next    button to save and    view the schedule in calendar view     e NOTE    The effective dates are the only ones that will actually appear in the pro     vider   s schedule  although the template names appear on all calendars     OSCAR User   s Manual    162    e  TIP  Concurrent schedules will need a new start and end date or the current R Sched   ule can be extended by the end date  Never change the start date of the current R  Schedule  Each additional schedule will be added to the drop down menu of available  schedule fields     UPDATING A SCHEDULE    1  When schedule updating is required for specific dates  select the appropriate sched   ule field 
31.  all of the same permissions as a doctor or locum EXCEPT the ability to  Verify  and Sign  Encounter notes    receptionist   no access to doctors notes  E chart   oscarRx  labs or the administration   functions   admin   access only to the administration functions  unless admin role is secondary to    another role     Step 6   Schedules    Only complete this step if you want the user to have a schedule on the appointment  screen  eg  practicing doctors  residents  nurses  not receptionists   Otherwise  you are    finished     The template settings can be as complicated or as simple as your office requires  There is  one default schedule in the system and it must be applied to each provider in order for    them to show up on the appointments screen     e Click on the  Schedule Setting    Link under the Schedule heading     SCHEDULE  TEMPLATE  SETTING    Select a provider   Or do   Holiday Setting    Template Code Settin  Template Setting for CET          Cancel       OSCAR User s Manual    158    HOLIDAY SETTINGS    Holiday Setting enables you to indicate recognized holidays and name them on the cal     endar  This information will be accessible to all users     A separate public template for booked holidays will need to be developed and used on    individual schedules   TEMPLATE CODES AND DAY TEMPLATE SETTINGS  Template Code Setting    Assign a one character code letter or number and a description of less than 40 charac   ters  The duration of each code unit is in minutes and
32.  amp     Last Name       Address         Province    First Name    City      Postal Coce     Phone    Phone 2      Year of Birth         Month of Girth  Date of Birth  HIN   Version Coce  Roster Status  Patient Status  Date Joinec    Chant  amp     al Ld LC CI Ld EI    Provicer         vi  n  Lj      End Date         Pen indicator    E    Date    Health Card Tyce  r      Family Doctor    HC R  new Date    Save Query    Run Query      OSCAR User s Manual    5 Months v   ALL Providers      Scanned Lab Documents  Document Description Date    Lab Documents  Document Description Date    Scanned Lab Documents  Document Description Date    Lab Documents  Document Description Date    TOOL    tool  that allows you to select the criteria you want from the  be used to export ALL of one doctor s patient data or pa     an be burned to a memory storage device     Lond Quer       Where  f N Age Style  Exact     Inthe year    Asof   AGE    NO AGE SPECIFIED      es      i    First Name Last Name  h   FS  NR RO   oster Status      irr E  Sex    NO SEX SPECIFIED        p No larvex  Ir   Welby  Marcus  ORW   Livingstene  ORL steven  steve Kimble  DAK Paul acot compete  study   rovicer             rir        AC  IN  nu    Patient Status  p  i       NO ORDER     gt       NO LIMIT    v     Orcer By    Limit Results  to    108    1  Click    Demographic Report Tool    link in the Report tab    2  Make the desired selections based on the information you want to see in the report   The checkboxes unde
33.  as  Read    Write   or  Delete    to specific roles  Doctor  Nurse  etc   or even to certain providers  Choose from the drop  down menus for the role or provider you wish to modify  then click the checkboxes of    the objects and privileges you want to assign to them     LOG ADMIN REPORT    Track who has been logging into the Admin screen or regular Log In screen using this    function     OSCAR User   s Manual    166    Billing Functions  UPLOAD SCHEDULE OF BENEFITS  ADD EDIT BILLING SERVICE CODE    For adding or modifying service codes that appear on the billing forms in the provider  view   ADD BILLING LOCATION    If you wish to add to the  Clinic Location  drop down menu on the encounter billing    form  type in the desired code and description  and click  Add         Code Description  DOOD Not Applicable  0001 Non OHIP  THIRD PARTY   0001 Non OHIP  THIRD PARTY   1111 Coge   Description  1212 test er  1972 Checoke Hospita   Ada 1963 Henderson Genera   1965 Hamilton General  1994 McMaster University Mecical Center  2003 St  Joseph s Hospita  3226 Stonechurch Family Health PCN  3642 The Wellington Locge  3821 StoneChurch FH  3831 Maternity Centre of Hamilton  3865 Stonhechurch Family Health Center  000S Connor Travel Clininc  9999 Home Visit    MANAGE BILLING FORM   ADDING DELETING BILL CODES   1  Click on    Manage Billing Form    in the BILLING section  2  Click on    Service Code    radio button    3  Click the    MANAGE    button    OSCAR User   s Manual    167    osca
34.  field and checkbox MUST be unique  The information WILL  NOT SAVE if there are duplicate names  The name of the tag should start with    JJ     name    The name looks like  name yourDefinedName    3  Make sure you remember to save your form as an  html file     Step 2  Uploading the E Form    1  Go to the Admin screen  Click on  Upload a Form  under the E Forms heading     OSCAR User s Manual    140    2  Enter the form s name and subject  this can be a description of the form  or the cate   gory under which the form falls   Click  Browse   and locate the html file of your  form  Click  Upload      3  Once the form is added  we can click on form name to view it  One thing you might  notice is that the image cannot be displayed  this is because it hasn   t been stored on    the OSCAR Server yet  This is the next step   Step 3  Uploading the Form Image    In order to display the image properly on the E Form  we have to upload the image to    E Form Image Container    1  In the Admin view  click on  Upload an Image  under the E Forms heading   2  Click  Browse  and locate the right image  Click  Upload     3  Click on the image link to check that the image uploaded properly    Step 4  Testing the Form    When logged in as a provider  test the form in a patient s record by filling out ever text  field and checkox and saving it in their e form folder  Make sure you delete the test    form after saving it     OSCAR User   s Manual    141    13    OSCAR Resources    In this chapter
35.  html code is used for the back     eround colour     ligi n    1  15 Minute Appointment    Edit               Appt Template Code  Code  E  Description            Duration    mins   Color         e g   1b2c3d  ivory   Confirm  C Yes     No    Delete   Save   Exit      Code  only one char    Description  less than 40 chars    Duration  unit is minute    Color  html code for background color    Color chart links  lynda com  Hillsborough Community College       OSCAR User s Manual    159    Template Setting    1  Select Template Setting for Public or Provider templates from the drop down menu   Public templates are automatically designated  P   and will develop templates avail   able to all users when setting up personal schedules  Personal templates remain    available to the designated provider only     Provider  Public P  Iblank Ad Edit      15  v  Go    Add A Template       Template Name   e20 chars    Summary  Template Code  00 00 01 00 02 00 03 0       04 00 05 00 06 00   07 00  08 00 09 00 10 00 11 00  12 00 13 00 14 00 15 00  16 00  17 00 18 00 19 00  20 00 21 00 22 00 23 00   Delete Save Exit      Name the template to reflect the day s schedule  This information will be visible on  the  Month  tab calendar only  Summarize the template  i e  Provider Name   Mon     day   A template with the same name will overwrite the original template     3  Assign appropriate template code to 15 minutes time slots corresponding to pro     vider s schedule   4  Click in the block and t
36.  no abnormal eating habits  Exercise    vea  No ves 2006 5 21 basketball  gym twice a week  Ww  ni   2006 5 23        in BMI  Cancel Submit    3  After completing the table  click    Submit       e Past measurements can be viewed by clicking the link  Old Measurements        Consultations    Order a consultation visit with the specialist for the patient  See Chapter 10    RIGHT MENU BAR    Allergies    OSCAR User   s Manual    View and add to the list of allergies for the patient found in the oscarRx application  See  Chapter 7  Allergy Profile    View old and current prescriptions as well as writing new scripts  See Chapter 7    List other medication that was not prescribed by members of your clinic     Current Issues    List all the patient s current issues  items added to the CPP fields are automatically in   cluded in list  Assigning different issues to different progress notes will allow you to fil   ter your progress notes based on issue  Click on one issue in the list to view all progress    notes assigned to that issue     OSCAR User   s Manual    46    Billing    In this chapter   Y how to read the appointment screen  Y how to make appointments    book patient appointments  group meetings  Y how to change between different views of the schedule    schedule view  group view  calendar view    Y how to access the other parts of OSCAR using appoint     ment screen tabs    OSCAR User s Manual    OscarBilling allows you to easily access and complete the patient billing pro
37.  or CON   FIRM the bill as correct     3  Click CONFIRM to save the billing record for processing and bring you back to the    appointment screen    OSCAR User s Manual    51    Ontario Billing Record    Generic Billing Form for General Practice    Billing Summary    Patient  MARS  VERONICA Health    WD  Billing Type  ODP   Bill OHIP Service Date  2006 5 23  Visit Type Code  00  Clinic Visit Billing Physician  Donald Duck  Visit Location  Not Applicable Admission Date  2006 5 23  Appointment Physician  Not Available Secordary Physician  Not Available  Referral Physician  Tran Quoc Referral Physician Number  789655  Creator  Donald Duck Creation Date  2006 5 23   Service Code Description  Unit   Fee  KD13A Counselling   not ongoing   1 or more persons  half hour 1 50 45    311 Stressed  Depressive or other non psychotic disorders  not    Diagnostic Code elsewhere classified    Total  50 45    Confirm   edit    Warning  The patient does not have a valid HIN     British Columbia Billing Records    oscarBC Billing    Patient information    Patent Name Lyman  Joshua Patent PHN Heaith Card Type Bc  Patient Do8  19551010 Patient Age  46 Patient Sex M  Patent Address 99 Unco Ave Chy Washington Posta     tiling information    Biling Type  MSP Service Location  O Phnyscan s office Clarification Code  PL PEMBERTON  Servee Date  2006 5 19 Service To Date  After Hours No Time Cal StartT me  End Time  Biling Provider  Dut    33333  Donald Apoontment Provider Duck  33333  Donaid Crestor Duc
38.  rm sr rat  Lat  Upizad    OSCAR User s Manual    New User Setup    Because of the confidentiality of the patient   s records  access to the administration area  of the program needs to be controlled by one or two individuals in the office in order to  maintain the integrity and security of the system  The following steps walk you through    setting up a new provider or user in OSCAR     Step 1   Add a Provider Record    Each provider   s ID must be unique because of the database relationship it builds  It is  therefore necessary to check first to see what is your last number assigned to a provider    before assigning a number to a new user     1  Before you can add a new provider  you must look through the existing providers to    see what your last provider number was  2  Click the    Search   Edit   Delete Provider Records    link under the Provider heading     3  Click the    Search    button without typing any name in the box  to get the full list of    providers in the database    4  Click on the    ID    heading to put the ID numbers in numerical order  each heading  allows you to sort the database by each of the heading titles when clicked     5  After noting your last provider ID number  decide what the ID number will be for    the new provider and write it down  6  Click the  Back link    7  Click the    Add a Provider Record    link    OSCAR User   s Manual    152    10     Add a Provide   Provider No     Last Name      First Name      Type  receptionist  doctor nu
39.  routes   e drug allergy information   e drug drug interaction information  e drug information    Fill out the information and dosage as you would for a normal prescription  taking care    to enter the name of the custom drug in the top text field     Patient Demographics And Preferences    The patient   s name  age  and preferred pharmacy are displayed under    Patient Demo     graphics        e Clicking on the    Preferred Pharmacy    link will display the pharmacist   s name  ad     dress  phone and fax number  e mail and notes   e Clicking  Send to Personal Health Record            EDIT PHARMACY    OSCAR User s Manual    83    e This link  found under the Special heading on the left  takes you to the Select Phar     macy page  e Click    Add Pharmacy    if you wish to enter another pharmacy onto the list  e Click    Edit    if you wish to change the information of a listed pharmacy   e Click the name of the pharmacy that you wish to associate with this patient  FAVOURITE PRESCRIPTIONS    e You can create a list of your most common prescriptions  which will appear on the left    side menu under the Favourites heading every time you open oscarRx    e This list can be edited by clicking    Edit Favourites    under the Special heading  Here  you can change details about the prescription  quantity  instructions  etc   then click     Save Changes   You can also  Delete Favourite      e To add a prescription from the Patient Drug Profile  click the name of the prescription     t
40.  routine of your office  They can  be done once a week or once a month depending on the desired working routine of the    office staff and when they like to make patient calls   1  Click on the    Tickler    tab    2  Select either a specific provider or all providers from the drop down beside    Select    Provider       3  Select the service date range by clicking on the word    begin    and    end    to access the    specific date required for the report    4  Select the type of report you want  active  completed or deleted  tasks from the    drop down beside the    move to    box  5  Click    Create Report       6  The task list can be printed to refer to as tasks are completed    OSCAR User   s Manual    116    7  When the requested task has been completed  put a check mark in the box beside the  completed task and click on the    Complete    button    8  To delete a task  where there is a duplicate etc   repeat the above and click on the    de     lete    button    9  You can also access a patients individual ticklers through the    View Tickler    link in    the Encounter notes     See Chapter 11 for more information on the Tickler System     TIP     If you only select the END date the report will give you all  the ticklers that have not been addressed up to that date  If  you only select the    begin    date and leave the    end    date  blank  you will get everything in the system from the be     ginning date forward     OSCAR User s Manual    117    10    Consults an
41.  s    name to select the correct patient     6  The patient s name will be displayed in the demographic name box    OSCAR User s Manual    129    NOTE  If you are doing this through the ENCOUNTER SCREEN the patients name is    already in the    Demographic Name    box  REMINDER DATES  There are 3 ways to select when you want the reminder to show up on the report     e Click on the    calendar lookup    link and advance through the calendar to click on the    desired date    e If this is a 6 month reminder  click on the    6 month    link to enter the date   6 months    from today   s date     e Click on the    1 year    link if you want the person   s name to show up on the report 1    year from today   s date    e Reminder Message  type in the text you want to show up as your reminder mes     sage    e Click on    Submit  amp  Exit    button and wait a few minutes while the request is proc     essed   VIEW A PATIENT   S TICKLERS  From the patient   s    Encounter Screen       1  Click on the    View Tickler    link in the navigation bar on the lower left hand side of    the screen  2  Leave the    Select Provider    at the default of    all providers       3  Select the service date range by clicking on the word    begin    and  end  to access the    specific date required for the report    4  Select the type of report you want  active  completed or deleted tasks  from the drop    down beside the    move to    box  5  Click    Create Report       OSCAR User   s Manual    130
42.  submitted  INR   s   e Search for Unbilled Encounters and bill  e Error report encounters corrected and re submitted  RECIPROCAL BILLING  1  In    Patient Detail Record     enter the out of province health number in the HIN box    2  In HC Type     click on the drop down menu of the provinces  amp  select the correct    province    PROVINCE PROV  CODE FORMAT    Alberta B 9 numeric individual registration     effective Oct 91     British Columbia BC 10 numeric individual registration  prior to Jan 1 91   10 11 nu   effective Jan 91  family based  meric    prior to May 94   11 numeric    6 numeric for the subscriber or family group    Newfoundland N 12 numeric individual registration  NB 9 numeric individual registration    Northwest Territories NT 8 character individual registration  ONE alpha   N  D  M or T  amp  7 numeric  Nova Scotia NS 10 numeric individual registration  prior to Jan 91   8 numeric  effective Jan 94  family based   family based   Ontario ON 10 numeric individual reg  version code  prior to Jan 91   9 nu   if applicable  effective Jan 91  meric  family based     OSCAR User   s Manual    B  F       55    PROVINCE PROV  CODE FORMAT    Prince Edward Island 8 numeric individual registration    prior to Dec 96   9 numeric  effective Dec 96      SIN individ     Yukon 9 numeric individual registration  Nunavut 9 numeric individual registration    NOTE  There is a Reciprocal Health billing agreement with all provinces except Que        Saskatchewan SK 9 numeric in
43.  supervision  Set up the list of patients for each doctor by adding each patient via the     Add INR    button at the bottom of the    Patient   s Detail Record     After the patient has  been added to the INR list  it is a simple matter of pulling up the list for each doctor and  clicking the check box for patients who need to be billed     1  Pull up the    Patients Detail Record    by doing a SEARCH or by clicking the M icon on    the Appointment screen if the patient has an appointment    2  Click on the Add INR button at the bottom of the  PATIENT S DETAIL RECORD       OSCAR User   s Manual    58                Submit    3  Select the doctor for this patient in the drop down menu    4  The default Service  amp  Dx codes can be changed by their code search buttons as re     quired    5  Click on the    SUBMIT    button    6  At the    Review INR Billing     click on the    SUBMIT    button again in order to review    the information for accuracy    MONTHLY INR BILLING    1  Click on the SEARCH tab and search for any INR patient   s    Patient Detail Record       2  Click on Bill INR       MARS  VERONICA    19870615             a   Duck  Donald    Elinic on     Service Date   2006 5 23    Selector Demographa  CHISWELL TESTING  AMMARY  KAMIL  AFZAL  TANVER  TESTER  KONG  WING  WONG  AMMARY  KAMIL  CHISWELL  TESTING  CHISWELL  TESTING    m ALI Msi MESE    UMBARJE MANISHA    Generate INR Batch Billing      OSCAR User   s Manual    59    Not Applicable    a    3  Select the do
44.  the    Admin     page     Step 5   Assign Roles to User    Note  You must add all roles for your user  even the one that you specified in Step 1     1  Search for the provider you wish to modify using the search field in the upper right    corner    2  Choose a role from the drop down menu and click one of the three available actions      Add    Update   or  Delete     3  Each new role will appear as a new row  Providers with multiple roles will have  multiple rows in the chart  If you are shown a message  Role NOT added    11   you    have already assigned this role to this provider     ID First Name Last Name Role Action  999997 admin oscaradmin  11 Colleen Kirkham  gt   181 David Dolittle   Add    Update     181 David Dolittle  999998   doctor oscardoc  999998   doctor oscardoc   Add   Update    Delete    182 Donald Doless    1957     Donald Duck    9874 Glenwood Fairview   w      88888     IT Support    45321 James EC  Add      180 Julie Care    2223 Linny Zon   lt    Add   update     Delete    184 Lisa Greeting    2 man meiss       J Caio    os  2004 Mickey Mouse 44444   Add   Update    Delete    2003 mikey    Ea  Asa    opdas     diee  i994 Morgan Price Orao Dele  1955 Morgan admin Price   Add   n  1956 Morgan recep Price _Add   Update     999999 recepbonist oscarrep M    OSCAR User s Manual    157    Available Roles     doctor   access to every part of OSCAR except the administrative view   locum   access to every part of OSCAR except the administrative view   nurse  
45.  to need for this    appointment   2  Follow all the steps in   2    Booking Appointments    to the last point   3  Click ADD GROUP APPOINTMENT   4  Select the providers you want involved in this appointment by clicking the check    box in the second column  beside their name or click the    check all    link at the bot     OSCAR User s Manual    tom  This will make the appointment with a number of people  but with only one    person able to do billing and encounter notes     5  Click ADD GROUP APPOINTMENT again and all the providers you checked off    will have the same appointment with the same patient at the same time   6  The    Existing Appt    shows the related appointments in that time slot  DOUBLE BOOKINGS    If you click on a time which is already booked  this creates a double booking  OSCAR  will warn you that you are about to make a double booking  The background bars in the     Make Appointment    window will turn orange and a message at the bottom of the win   dow will say    Double Booking     This is only a warning in case you didn   t intend to    make the double booking    REPEAT BOOKINGS   If you wish to book multiple appointments for the same reason  ex  annual checkup    1  Click the R button on the lower right corner of the Make an Appointment screen     2  Choose the time interval between appointments  number of days  weeks  months  or  years   and the end date  the last date you want the repeated appointment to occur    on    3  Click ADD GROUP APPOINTM
46.  you re done        Enter your Old Password   Choose a New Password     iwieesteches   ConfirmyourNewPassword       atlesst  chors   Tm    1    Done         v Done       Figure 2 3   Change Password screen    OSCAR User s Manual    1  In the appointment screen  click the    Preference    tab  2  Click on the    Change Your Password    link  3  Type your old password in the top box  4  Type your new password in the 2nd box  5  Re type your new password in the 3rd box  6  Click on the UPDATE button  Passwords  amp  Physical Security  by Nick Torenvliet  SECURITY  Why the big concern     By using a variety of security and encryption standards OSCAR  provides a secure sys   tem for the safe transmission  storage and review of sensitive patient information  In  many installations  OSCAR resides on a remote server publicly accessible on the Inter   net  Other installations of OSCAR may reside on what is assumed to be a safe internal  network or LAN  In either case the security of your patients    data rests on your efforts   Just as the filing cabinet where patient records may previously have been kept was only  as secure as your collective staff effort  modern electronic systems are similarly en   dowed with security that reflects the efforts of end users  This should not trouble or  dismay you in terms of appreciating the benefits of electronic records  instead it should  raise your vigilance in terms of making no compromises when it comes to system secu     rity   WEAKEST LINK I
47. 00 27  Ecit       2006  05   74 C0  OC  DX LI S WELL  TES TI ING g 1039 D OC 29  Let  out Total 1120 00      OSCAR User   s Manual    171    Base URL Settings RESOURCE BASE URL    The Base URL Setting tool in the Aministration        o Base URL   e g  nttp   oscar memaster ca   View  is used for a clinic that has developed a Re     source System of their own and does not want to   use the OSCAR Resource Server  This area would be EE  used to point to a different resource directory sys    tem other than the OSCAR Resource System  e g     http      www oscarResource ore   resource    Back Up OSCAR Files to CD    The following steps allow you to back up on a regular basis the data files in OSCAR in case of a  critical fire or hardware problems  Hardware can be replaced and the software re installed and set    up by OSCAR technical support if the data has been updated on a regular basis   SET UP THE DIRECTORIES  1  First  set up a directory on the computer that has a CD burner    2  OR make the directory on another computer and make the directory a shared one  so    that it can be seen from the computer with the CD burner  3  To make a folder shared right click on directory   click  share   amp  click  share folder    BACK UP FILES  Back up each file and put them in the directory you created to hold the back up files  1  Login to OSCAR as admin     2  Click the  oscarDatabase   Document Download  link    BACKUP DOWNLOAD PAGE  Close  File Name Size  cvsondump dump 6556992    OSCAR
48. 05  Internet Access   invoice  Close    IMPORT FORM DATA   Use this function to import data for a specific form into the OSCAR database   CUSTOMIZE DISEASE REGISTRY QUICK LIST   1  Add New Quick List or Edit Quick List   2  Type in the name  choose from menu  then click continue    3  Type part of name of disease and click code search  check desired codes  click add      remove to modify list  and close to finish  CUSTOMIZE OSCARMEASUREMENTS  You can modify     e Measurement Groups  Create or modify lists of measurements to be saved in the pa     tient s E chart     e Measurement Types  Add or delete measurements that can be added to the measure     ment groups     e Measuring Instructions  Add instructions that can be included in the description of a    measurement type   OSCAR User   s Manual    176    e Style Sheets  Change the look of the measurement forms with css style sheets     See Chapter 5  Side Bar Menu Functions for details on how to use the oscarMeasurement    function     Miscellaneous Admin Functions    PATIENT DATA EXPORT    This export is for a patient going to another clinic which uses a different program into  which the information needs to be imported  The first step is to retrieve the patient data    using the Demographic Report Tool  see Chapter 9 for details    e Choose a patient set from the drop down menu  and save the list to disk   e You can then open the file in Word Pad or Dream Weaver    UPDATE PATIENT PROVIDER    If a set of patients needs to ch
49. 063  13 2   est    S eat  ad ee DP dan xc   004  1 55 42 peste  pales ev DO  J 30 2 Ue sic  yee Anic abete OJ  0 30  i Desic  Bt 2 ADI a 45 1 Dee      A yt e d OOS               Sooxa  a  15  ete    If you have used images in your e form  it is important that you also upload them to  OSCAR  This is especially important if you have simply scanned a form onto your  computer and added html to make the form electronic  Click  Browse  to find the im     ages  and  Upload  to add them   FORM GROUPS  Organize your e forms into convenient groups     Add New Group   Type in the name of the group you wish to create  then click  Add  Group      Select View Group   Choose the desired group name from the drop down menu  then    click select  You can also delete the selected group by clicking  Delete Group      Add to Group   To add new forms to a group  first select the group you wish to modify   then choose the form you wish to add from the drop down menu  Click  Add To  Group   You can also remove forms from a group by clicking the  Remove From    Group  link next to the desired form     OSCAR User s Manual    175    oscarEncounter    SELECT FORMS    Choose which electronic forms you would like to have available in the patients    E chart     All Available Forms Selected Forms  ADF A 2 Minute Walk  ADFv2 ALPHA  BC  AR l Annual V2  Caregiver l Growth Charts    Caregiver   5636   _Add  gt  gt  Pall  Care Move Up  T ability     n 2 move Down  5   U  FDI Function AR  Intake Information AR20
50. 31    Detail Record Menu Bar    The navigation bar on the left hand side of the Patient Detail Record Screen allows you to access    several other important features of OSCAR     APPOINTMENT    Appointment History    This area allows you to view when the patient has been seen  who saw the patient and  whether the appointment was cancelled or was a    no show     Future appointments also    appear in this window   Waiting List    If you have selected a waiting list from the drop down menu while editing the patient s  main demographic information  the list will appear here  along with the patient s posi     tion on the list and the date and time at which he she was added    BILLING   Billing History   The Billing history allows you to view the billing history of a patient by billing date   Add Billing    The    ADD BILLING    button allows you to bill a patient directly from the Master Demo   graphic area  See Chapter 6    Flu Billing    OSCAR has developed an easy billing function for special walk in Flu Shot clinics to  eliminate the need to book an appointment or search for the billing code  See Chapter 6     Flu Clinic Billing  Hospital Billing    You may bill a patient for a hospital visit from this link  Follow all the same instructions  as any other kind of billing  as detailed in Chapter 6    OSCAR User s Manual    32    Add INR    This feature is for billing the monthly G271A monitoring for long term anticoagulant  supervision  Set up the list of patients for each doct
51. 33333 P Segre Dect MNP 8 10 4pm   Deh 399 apm Deck SSS P  amp  Mom   DuA 39993081  44  23 14 25 26 27  Dock 330311 7 60 4930   Dack 33333 7I 5 364pm   Duck 1311131 7 8 32 4 pe  Dack J3M3MAI  amp  16408   Durk 01113 7 8 32 4 p  3l 31    June 2006 6 Next Morth    j Thu Fri at  eck Sun Mor Tue Wed Thu Fri ox  1   i i 2 3  6 7 8   2 4 5 6 7 8 9 10  13 14 15   3 11 12 13 14 15 16 17  20 21 22   4 1B 15 20 21 22 23 24  27 28 29   5 25 26 27 28 29 30    and the next month below the current month     If the desired month is not    showing  you can advance forward or back by using the    arrows on either side of the date in the upper right hand corner of the screen     OR your can enter the exact date in the box in the upper right corner of the screen    and click the GO button     6  Clicking on the desired date will bring you to the Appointment Screen for that day     OSCAR User   s Manual    21    Appointment Screen Tabs  Month Tab    This tab allows you to see the whole month at a glance and see which doctor is working    on specific days  See previous paragraph   Checking Schedules     Resource Tab    OscarResource is a web based clinical resource database that is maintained by contribu   tors from across the country  It contains links to websites that are relevant to actual  clinical practice  and is constantly being updated with the latest information on medi     cine and other relevant topics  See Chapter 13  Search Tab    The Search Tab is used to search the database for a sp
52. 8 2005 10 15 905 333 1234  CONRADSKY STEPHANO 50   M 2006 01 19 905    DER ELVIS 40   F 2006 03 04  905    DFS AGASDDF  106  F 2005 10 27  905    DOE JANE 64   F 2005 10 27 905    DOE JANE 28   F 2005 12 10  905    DOE JANET  36   F 2005 10 11  905 123 4567  DOE JOHN   6  F 181 2006 05 25 905   DOUGLAS TOMMY 101   M 181 2006 07 04  905    DUCK DAFFY 37   F 2006 02 12  905    DUCK DAFFY 54   M 2006 06 16  905     OSCAR User s Manual    104    DAY SHEET    From the drop down list  select either the desired doctor  group of doctors or    All    Doctors       Click on the From and To links to select the date range for the day sheet from the  calendar  The time range of the report can be changed using the drop down menus    beside the date range     Click on    All appointments    for a list of every appointment within the time and date  range selected  OR click    Print Day Sheet for only new appointments    for a list that    only includes appointments made after the last day sheet was printed    This function will open the closed folder on the Appointment Screen beside each    booked appointment  signifying that the Day Sheet has been printed    DAY SHEET 2006 7 14 15 28 Print   Exit       Duck Donald   2006 07 14 8 00 00 20 00 00  Appt Patient s Last   Chart Roster      Time Name No  Status         10 45 Bravo Delta  Dolittle  D  sore throat  11 00 Brown Pregnant RO   Kirkham  C  f u  13 30 Ammary Kamil  14 00 Connor Steve RO   oscardoc  d  Rx    BAD APPOINTMENT SHEET    This 
53. E    moved  MO   etc     ROSTER STATUS    Roster Status shows whether the patient is rostered  RO   not rostered  NR   fee for serv     ice  FS   terminated  TE   etc   BILLING TYPE    Below the patient s name is the Billing Type  NOTE  the program will default to Bill  OHIP  For other types such as DO NOT BILL  click on the arrow beside the window to    select from the drop down menu     OSCAR User s Manual    49    VISIT LOCATION    The program will default to the Clinic name  For hospital and other locations  click on    the arrow for a drop down menu    REFERRAL   If your program is set up for specialist billing  you will have a check box beside the Visit  Type    The referring doctor must be in the patient   s Master Demographic area for this to work   ASSIGNED PHYSICIAN   This is the physician assigned to the patient in the Master Demographics   BILLING PHYSICIAN   Click on the drop down menu to select a physician s name     VISIT TYPE    Visit Type will default to the clinic  If the encounter was outside the clinic  click on the  drop down menu beside Visit Type to select  Out Patient Visit  Hospital Visit  ER  etc     from the drop down menu   ADMISSION DATE    e Click on the Admission Date link underneath the Visit Type     e Clicking on the appropriate date of the calendar will put the admission date in    the Admission box   SERVICE  PROCEDURE AND PREMIUM CODES  e Select the checkbox es  of the codes you wish to bill to your patient    e Ifaservice procedure  premi
54. ENT   DELETING AN APPOINTMENT  1  Click once on the patient   s name     2  At the bottom of the EDIT APPOINTMENT screen click on DELETE APPOINT   MENT    CHANGING THE APPOINTMENT STATUS  1  Click once on the icon to the left of the patient   s name     OSCAR User   s Manual    2  As you continue to click on the changing icon  you progress to the next appointment    status in the loop   PATIENT   S DEMOGRAPHIC RECORD    e If the patient has an appointment  click on the    M    icon beside the patient s    name in the appointment screen    e OR click on the SEARCH tab  type the patient s name in the box and click  SEARCH    SEARCHING FOR A PATIENT    The Search Tab is used to search the database for a specific patient s Master Demo     graphic record which has many office functions  including booking an appointment     1  From the Appointment screen  click on the     SEARCH  tab  po    e You can search by Date of Birth   Name  Health Number  Address   2  The program will default to a    NAME    Phone Number or Chart Number   e Fora General Search  leave the search  search  box blank and click the SEARCH but   ton to get the full list of patients in the  3  Type in part of the patient s last name  then eqs  e The smaller amount of the name you  a comma and then the 1st initial of the pa  type in for the search  the better    tient s first name   4  Click the    SEARCH    button or press the    ENTER    key     5  When the list of names come up  click on the  Demographic ID  but
55. FAST  is a study tool used to    assess the patient s home for potential fall and accident hazards   INVOICE FORM    Personal Invoice Form for the patient  with all the relevant information from the pa     tient s chart filled in   LAB REQUISITION FORMS  From provider view only  MENTAL HEALTH FORMS  Requesting a referral to a counselor or psychiatrist  MINI MENTAL STATE EXAM  For assessment of dementia    OSCAR User s Manual    91    OVULATION    This form is for tracking a woman   s ovulation  as well as other important factors    when attempting to become pregnant   PALLIATIVE CARE PATIENT CARE FLOWSHEET   For developing a palliative care assessment plan  RISK ASSESSMENT   Self administered questions used in self report index   ROURKE RECORD   Tracking the baby   s development up to five years of age  T2 DIABETES FORM   Tracking a patient with type 2 diabetes  TWO MINUTE WALK    Instructions for administering the 2 Minute Walk Test and the Lower Extremity Func     tion Test    OSCAR User   s Manual    92       Keports    In this chapter     Y how to generate reports about the clinic s patient popula     OSCAR User s Manual    tion     Age Sex Report  Visit Report    PCN Catchment Report     Billing Reports      Day Sheet  Appointment Lists    Consult List      Tickler Reports    Administration View  oscarReport    Find instructions on how to enter the Administrative View in Chapter 14  QUERY BY EXAMPLE    If you know how to use SQL language  you can create your own search q
56. FT MENU BAR    Preventions    oscarPrevention keeps track of the most common procedures that help prevent disease  in a patient  These include vaccines and common tests  ex  PAP smears   See Chapter 7     oscar Prevention    OSCAR User s Manual    42    View Tickler    Remind staff to call or book a patient for a    repeat procedure     to pay an unpaid bill  etc     See Chapter 11  Tickler Reminder System    Disease  Dx  Registry    Add multiple diagnostic codes to the patients records that can be used for research pur     poses in the future     Disease Registry    TEST  PATIENT F 18 year                                            Io LONG TERM USE ANTICOAGUL 2008 05 13 2008 05 13 Resolve   Delete  HX OF COLONIC MALIGNANCY 2008 04 28 2008 04 28 Resolve   Delete  OTH CHR ISCHEMIC HRT DIS  2008 04 28 2008 04 28 Resolve   Delete  OSTEOPOROSIS  2008 02 12 2008 02 12 Resolve   Delete  ANXIETY STATES  2008 01 08 2008 02 12 Resolve   Delete  HX VEN THROMBOSIS EMBOLS 2008 01 08 2008 01 08 Resolve   Delete  ASTHMA  2008 01 08 2008 01 08 Resolve   Delete  _Code Search   Add HEART FAILURE  2008 01 08 2008 01 08 Resolve   Delete  HUMAN IMMUNO VIRUS DIS 2007 12 05 2008 04 28 Resolve   Delete   Chronic Diseases     DIABETES MELLITUS  2007 12 05 2007 12 05 Resolve   Delete   Go  i ESSENTIAL HYPERTENSION  2007 11 16 2007 11 16 Resolve   Delete    ABN GLUCOSE TOLERAN TEST  ABN PAP SMEAR CERVIX  ANXIETY STATES    ASTHMA    ATRIAL FIBRILL FLUTTER   CEREBROVASC DISEASE NOS  CHR AIRWAY OBSTRUCT 
57. Flowsheet   Negation A0C7A 08 Apr 2008   BMI 31 12 Feb 2008          Figure 5 1   The oscarEncounter screen    Accessing the Encounter Screen    From the Appointment Window   1  Click on the E for Electronic Chart to the right of the patient   s name  2  The Encounter window will pop up with the patient   s name in the top bar  3  Click on white areas  all fields  and type additional information    OR    1  Click the Search tab at the top of the appointment screen    OSCAR User   s Manual    36    2  Type in last name  or other piece of patient information such as chart number  and    click search     3  Click on the demographic number of the desired patient to pull up the patient s de     tail record    4  Click on  E Chart  under the heading  Clinical Modules  in the left hand navigation  bar     Note  The Encounter Screen is not usually accessible to those with receptionist permis     SIONS     Patient Progress Notes    One of the most important features of the oscarEncounter screen is writing and editing  progress notes for patients  With oscarEnounter  you can write new progress notes for  each encounter you have with a patient  displaying each encounter in its own easy to   distinguish box  as well as editing old progress notes while keeping the old copies of the    notes     DE VEG  good color   o  des    penssi et anc nght Tuck  7 9 and   T4  mirma   homo neg          t Plo y anth Od  e sone  het st FOOT neg and o  Feros gu   pt ob  lan      9 jer  9 Seton and we Teno
58. LL or not available    e The provider can be made  available   will show on Schedule View  or    not avail     able   will show on View All only   Save to update     e A colour change to yellow on the schedule setting calendar indicates a template    change and provider is available     e A colour change on the schedule setting calendar to dark blue indicates a template    change and provider is not available   FINISHING  1  Click  Next  to save changes   2  You have finished one Schedule Setting successfully     3  Click the  Do It Again  button to go back to the first schedule page and do another    provider s schedule   4  Choose next provider for template setting     5  Click the  Finish  button to exit the window     OSCAR User s Manual    164    Security Functions    As the Administrator  it is your responsibility to educate new users to the importance of    protecting their login and password in OSCAR  This is important to protect the integrity    of the system and the patient   s confidential records     ADD A LOGIN RECORD    See New User Setup  Step 4    SEARCH EDIT DELETE SECURITY RECORDS    If you wish to view   change the user name  password and PIN of a certain provider     type their provider number into the search field and click  Search   Click on the correct    user name  and modify  You will not be able to view their old password  as it will be    encoded  If you want to change the password  delete the encoded text  type in the new    password  then click  U
59. N SECURITY    Your system administrator plays a large role in ensuring the security of your patients     data  however there are some forms of attack over which administrators have no power   It is widely acknowledged that the weakest link in system security is the user  Since this  is true  the first step to good system security is to encourage the end user to actively    participate in engendering safe practices     OSCAR User   s Manual    THE THREAT OF HACKERS    The first thing you can do is pick a very hard to guess password for your OSCAR login   By far  the largest security threat comes in the form of malicious individuals running  user name and password lists against a log in screen  It does not require great skill to    crack into a system through a simple password     All a hacker has to do is find some likely user names for your organization  perhaps the  first and last names of your staff   She he can then run any of a number of download   able programs against the OSCAR login screen which will test permutations of the    likely user names with literally tens of thousands of commonly used passwords   DEVELOPING A GOOD PASSWORD    In order to ensure that no one gets into your patients    record through your password   you need to choose a password with low odds of being guessed  Words found in the  dictionary  simple patterns such as alb2c3 or 36963 and variations of family names such  as sheldon1 are very easy to remember but also very easy to guess  It is recomm
60. NEC  DEPRESSIVE DISORDER NEC  DIABETES MELLITUS   ESSENTIAL HYPERTENSION   HEART FAILURE    HUMAN IMMUNO VIRUS DIS  HX VEN THROMBOSIS EMBOLS       It is important to link your description with the diagnostic code for accurate research    data  Text  not linked to a diagnostic code  will not be counted in research reports     e Type the 1st diagnosis in the top box  then click on the    code search    button to get the    correct diagnostic code from the database  Clicking on the number link of the desired    diagnostic code will insert it into the box to replace with the diagnostic code     OSCAR User   s Manual    e You can repeat the above for as many diagnosis you would like to add to the patient   s    encounter record  then click on the    add    button to add these to the list on the right     e You can click on the    Resolve    link beside each encounter diagnosis to update the re   cord when a diagnosis has been resolved or    Delete    if an error has been made in en     tering a diagnosis     Standard medical forms which can be easily accessed for research data collection  Most  common forms  ex  Antenatal Record  can be found here  Add new medical forms  edit    current forms or view old forms  See Chapter 8       All other medical forms  which can be made and uploaded by anyone in the clinic     Forms that are personalized to your clinic  and less common forms can be found here     Add new medical forms  edit current forms or view old forms  See Chapter 12    Doc
61. O S C A R    Open Source Clinical Application Resource    USER S MANUAL    A Open  HM Source  Clinical    Application  Resource       VERSION 2 2    e www oscarcanada org e    Table of Contents    1  Introducing OSCAR 1  The Open Source Philosophy 1  OSCAR History 2   2  Access  Preferences and Security 4  Accessing OSCAR D  User Preferences 6  Security 8   3  The Appointment Screen 11  The Appointment Screen 12  Making Appointments 16  CHECK SCHEDULES 21  Appointment Screen Tabs 22   4  Master Demographic Records 25  Searching For A Patient 26  Adding a New Patient Ze    Organization Name Proposal Title    Patient Detail Record 28    Editing A Patient   s Record 29  Detail Record Menu Bar 32  5  oscarEncounter  The Electronic Medical Chart 35  Accessing the Encounter Screen 36  Patient Progress Notes 37  Cumulative Patient Profile 39  Side Bar Menu Functions 41  6  Billing 47  Billing the Encounter 48  SENDING THE BILL 51  The Billing Process 53  Pre Invoice Functions 54  Billing for Walk In Flu Clinic 57  INR Billing 58  EDT Setup 60  Invoicing OHIP 63  Invoicing via EDT 65  Correcting Billing Errors 67  Remittance Advice  amp  Report 68  After the RA Report 73  Health Card Version Codes 74  UHIP   WSIB  amp  Refugee 75    Organization Name Proposal Title    7  Prescription and Prevention  Patient Demographics And Preferences  Patient Drug Profile  Allergy Profile  oscarPrevention   8  Forms  Forms Introduction  amp  Directions  Customizing Your Forms  Available Forms   9  
62. Open Internet Explorer  2  Click FILE on the menu bar  3  Select    PAGE SETUP     4  Delete the header and footer information  5  Put margins to  5 in  SETTING UP NETWORK  amp  PRINTER SHARING    Start with the computer that will be the central computer and that will always be turned  on before the other computers  Go through the steps for    Setting up a New Computer     that you would use for ALL computers  Then  share  right click on the printer and select  sharing     the printers that are set up on this computer   Tip  If sharing is done on an    item  you ll see a hand sign at the bottom of the item   To Begin  1  Right click on    Network Neighborhood    and then    Properties       2  Click on the Identification tab and type in a unique name for each computer in the     Computer Name    box  In the    Workgroup    box put the name of the whole Intranet     e g  MCHamilton  stonechurch         OSCAR User s Manual    181    3     It doesn   t matter what you put in the    Computer Description    box  you can put your    name or exam room number if you want     Configuration Tab    L     Install Client for Microsoft Network if it is not already installed   Click the ADD button under the Configuration tab   In    Select Network Componen   type click on CLIENT and then on ADD   Now click on Client for Microsoft Network in the Configuration tab   Click on    Properties     verify that only Quick Logon is clicked on  amp  then click OK  In    Select Network Clien   window p
63. Report       Percentage of patient who met guideline Continue    Percentage of Patent in Abnormal Range Continue    Frequency of Relevant Test Being Performed Continue      3  Select the tests and guidelines you wish to see in the report  as well as the date range    of the report  Click    Generate Report           Number of Patient Seen  Start Date End Date     e  2005 7 14  amp   2006 7 14 S    Percentage of patient who met guideline    Test Test Description Measuring Instruction Above  Below Guideline Start Date End Date     BP Bood Pressure ec   2005 7 14     2006 7 14 5  F sttng poston     Sitting Poston  ana nan   Target    130 90 Intervet 3mo   Iv eneke     Gene  Generi Sezures ec    2005 7 14    2006 7 14       V record date of sezure       Generate Report      You can print the report that is generated     Percentage of patient who met guideline  There are 9 patients seen from 2005 7 14 to 2006 7 14    From 2005 7 14 to 2006 7 14  BP sitting position   gt   0 0 0 0  0 0  of patients is  gt    From 2005 7 14 to 2006 7 14  BP Sitting Position  nnn nnn  Target    130 80 Interval  3mo    gt   0 0 4 0  0 0  of patients is  gt   From 2005 7 14 to 2006 7 14  BP Check it   gt   0 0 2 0  0 0  of patients is  gt    From 2005 7 14 to 2006 7 14  BP   gt   0 0 6 0  0 0  of patients is  gt        WAITING LIST       1  Select the desired waiting list from the drop down menu  and click    Generate Report       OSCAR User   s Manual    112    2  Appointments for the patients on the 
64. Reports  Administration View  oscarReport  Billing Tab  Report Tab  Tickler Tab   10 Consults and Referrals  Requesting a Consultation Appointment  Booking the Specialist Appointment  Edit Specialist Listing   11 Communication  oscarMessenger  Tickler Reminder System    12 E Documents and Forms    Organization Name    iii    78    83    64    85    86    88    89    90    90    93    94    99    103    116    118    119    121    122    125    126    128    12    Proposal Title    Adding eDocuments 133    Using E Forms in a Patient   s Chart 135  Creating Your Own eForms 136  13 DSCAR Resources 142  Using oscarResource 143  Contributing to the oscarResource Database 145  14 Administration 150  Accessing the Administrative View 151  New User Setup 152  Step 1   Add a Provider Record 152  Step 2   Add New User to a Group 154  Step 3   Preferences 155  Step 4   Set Up a Password 156  Step 5   Assign Roles to User 157  Step 6   Schedules 158  security Functions 165  Billing Functions 167  Base URL Settings 172  Back Up OSCAR Files to CD 172  oscarMessenger 173  E Forms 174  oscarEncounter 176  Miscellaneous Admin Functions 177    Organization Name Proposal Title    15  Troubleshooting 180    Initial Computer Setup for OSCAR Clinic 181  Back up OSCAR Files to CD 185  Troubleshooting Connections 186    Organization Name Proposal Title       Introducing OSCAR    The Open Source Philosophy    The basic idea behind open source is simple  when programmers can read  redistribute   and m
65. SCAR software is copyright    2002 McMaster  University    You can redistribute it and or modify it under  the terms of the GNU   General Public License version 2 as published by  the Free Software Foundation    This program is distributed in the hope that it  will be useful  but WITHOUT ANY WAR   RANTY  without even the implied warranty of  MERCHANTABILITY or FITNESS FOR A PAR   TICULAR PURPOSE     See the GNU General Public License for more  details  This software was created under con   tract to McMaster University  To purchase sup   port or enhancements for this software  contact     Department of Family Medicine   McMaster University  1200 Main Street West   Hamilton  Ontario Canada L8N 3Z5     The GNU General Public License for Free Soft   ware can be found at     www gnu org licenses gpl html    bution with the same software license  Based on a philosophy of academic development    and information sharing  open source products like OSCAR are not intended for profit    by the developer  A mechanism to support international collaboration is necessary to    fully realize the significant patient system and research benefits offered by OSCAR  Our    lowcost open source approach is intended to enlist a critical mass of health care users    and developers to use and continually enhance the OSCAR system     OSCAR History    In 1988  David Chan developed a DOS based program called MUFFIN  McGill Univer     sity Family Folder Information Network  while at McGill University in Mo
66. See Chapter 2  Se     curity for more tips on protecting your account     DC OGIN USEF  User Name   Password  Confirm   Provider No       None        Expiry Date  F Date  E  Pin remote  Enable     Pin local  Enable  r  PIN  more than 3 digits Confirm   Add Record         1  Click on the    Add Login Record    link  2  Type ina login and temporary password    3  Type in a PIN number  Only assign a PIN number if you want the user to be able to    access the program from outside of the office     4  NOTE  you will need to write down the login  password and PIN number to give to  the new user  Once you click on the  Add Record  button  the password will be en   crypted and not even the Administrator will know it  This is a security feature  You  need to inform the new user to change their password the first time they use the sys   tem  I find it is easier to have the new user sit with you while doing this function so  that they can enter the login  password and PIN number they will remember  This    eliminates any need for a little piece of paper floating around with a password on it   5  Click on the drop down menu beside    Provider No     to select the user s name    6  Select the provider s expiry date from the calendar next to the Date text box  It is  usually best  if the user is planning to stay for a long time  to make the expiry date    many years into the future     OSCAR User s Manual    156    7  Clicking on    Add Record    will save the settings and take you back to
67. TESTER  ESTER 24 905  oscardoc doctor  3 2004 12 12 SMITH  MARCELLE 43 905 224 6802 oscardoc doctor  4 2004 12 12 TEST  PATIENT 6 905 555 1234 oscardoc doctor    ACTIVE PATIENT LIST    Click on the    Active Patient List    hot link to produce a full report of all the active pa     tients in the clinic  showing the patient s name  chart number  age  sex  health card    number  doctor  date joined and phone number                                                                                                  PATIEN   Print B Cancel   LastName First Name char Hos ex HIN Ver Jomed Phone   Phone  ABSENT TODAY 2006 04 19 Wd  AFZAL TANVER E     2005 10 06 905 222 3333  AMMARY KAMIL     F 1957 2005 09 19 02   660 6861  AT AT 106   F 2005 06 14  905    AT AT   26   F  8276985267 2005 06 14 905   ATEST1 ATEST2 7  F 2005 07 21  905   BLOGGS FRED  31 F 1957 2005 09 09  905    BLUTH     GEORGE MICHAEL 49   M  2006 05 23   905  E  BOB BILLY JOE 61   M 1957 2005 11 25 905 324 2432  BOY NMN 1 F 2006 04 24  905    BRAVO DELTA  86   F 181 2005 07 25 905   BROWN BABY   2   M  2347568957 181 2004 02 27  905 555 1234  BROWN COW 1  F 2005 08 13 905   BROWN PREGNANT 49   F  9069158251 11 2004 02 27  604 778 4593  CAVERO RENAN 36   M 8276985267 YL 1954 2005 07 21 905 257 8986  CEPEDA RENALDO 6    M 1957 2005 12 12 905 555 9999  CHILD THREE YR  4  F ER 2005 05 31  905   CHISWELL TESTING 49   M  9076491042 174 2004 02 00  604 549 7788  CHISWELL TRUDY  52   F 2005 08 08 905   CONNOR STEVE 50  M 99999
68. ab    From the  con  tab  the staff booking specialist appointments can pick up the request  and process through each step  Both doctor and staff can check the status of the task   from waiting for the specialist to call back  waiting for the patient to call back and com     pletion of the task  See Chapter 10  Preference Tab    The Preference Tab gives you the following options  Change your password  change the  start and end time showing on the appointment screen  or edit or add a group  See    Chapter 2  User Preferences  eDoc Tab    This is the storage holding area for eDocs that you can use for your favorite patient    handouts  keep your current contact list or the latest ON CALL schedule  See Chapter  12    OSCAR User   s Manual    23    Tickler Tab    The Tickler is a system is used to remind staff  to call or book a patient for a    repeat procedure     as well as alerting staff of unpaid bills or any    other important reminders  See Chapter 11    Admin Tab    Help     To request help from the support team or make a  suggestion  click on the HELP link in the upper  right corner of the screen  Click on the    CON   TACT SUPPORT    link in the bottom white screen  and fill out the e mail with your name  e mail   topic and your request  This e mail will go to a  central person on the team who will direct it to  the appropriate technical staff     Only available for users who have a secondary admin role  See Chapter 14    OSCAR User   s Manual    24    4    Master Demog
69. ab or shift tab to add and delete code   5  Save completed template     6  The template will now be available on drop down menu to edit or delete as neces     sary within the respective Public or Provider s template setting area     OSCAR User s Manual    160    7  Exit when all templates for one Provider are done     NOTE  A template will not appear on the appointment screen once the date range for  the template has exceeded one year  If the template is remaining the same  a new tem     plate with the start date at the current day needs to be set     MEANING OF SAMPLE CODES    A   Academic  paperwork etc  V Vacation   B   Behavioral Science U   Urgent   C   Chart Audit Rounds t   Travel   D   Department Meeting a   Administrative   Education Duties   E   Study Leave m   Meeting   H   Hospital s   Same Day Appointment   L   Lunch 1   15 Minute Appointment   M   Monitoring 2   30 Minute Appointment   P   Phone Calls 3   45 Minute Appointment   R   Rounds 6   60 Minute Appointment  SETTING UP A SCHEDULE    1  Select a Provider from the drop down menu under  Select a Provider  in order to set    up the schedule using the templates you have developed     2  The new window will show the provider s name in the upper left corner of the    screen    OSCAR User s Manual    161    Duck  Donald  2006 01 01   2007 10 12    Delete      SCHEDULE    TEMPLATE a eas ao a  SETTING Date  fromivryy nm  lt   2006  h  f tOrveyy mm ecy   2007  hio  h2    is available EVERY ios    weex   Alternating
70. after a submission and is printed through the    OSCAR User   s Manual    69    OSCAR program  It is a report stating that the submission was received and    will list any errors encountered under the    Rejection Reason        e File Reject Message     X    files   The report would replace the Batch Acknowledgement if the MOH could not  process the invoicing  An error code will be present stating the problem with    the file that was transmitted  VERY RARE     REMITTANCE ADVICE RECONCILIATION    The RA disks are received from MOH once a month and contain all the PAID patient    encounters you have invoiced to OHIP during the previous month  It includes a de     tailed report of which encounters were paid  how much and any further billing errors    that were not caught with the    Machine Readable Error Report        This process up loads the information from the disk or EDT file to OSCAR and marks    the files as paid     L     Insert the diskette in the floppy drive or download the RA file from EDT to a local    directory      Log into the ADMINISTRATION view in OSCAR    Click on the    BILLING RECONCILIATION    link under BILLING    Click on the    BROWSE    button to select the RA file on the A  drive or the EDT direc   tory    Click    SUBMIT     this process will take a few minutes   Click  CREATE REPORT  to upload the RA file    When the list of reports appears  click on the    NEW    link under the    STATUS    col   umn to reconcile the file with OSCAR records  This 
71. ange the Resident  Nurse or Midwife that cares for them   choose from the former and replacement provider  as well as the last name patient    range  from the drop down menus  Then  click  Go      UPDATE PATIENT PROVIDER  Resident    Use   Chiswell  TrudyAdmin    replace   Dolittle  David v  ON CONDITION   patient s last name from A   to 0D  gt    Go    Nurse   Use Care  Julie    replace   DRW  Welby M  ON CONDITION   patient s last name from D   tolQ      Go   Midwife   Use Mouse 44444  Mickey    replace   Greeting  Lisa v  ON CONDITION    patient s last name from C    to u     Go    OSCAR User s Manual    177    INSERTING AN ENCOUNTER SCREEN TEMPLATE  e Click on the    Insert a Template    link at the bottom of the screen    e Follow the steps to add a new template that will be available from the    Template list     in the Encounter screen  or edit an existing template from this screen     ADD EDIT A TEMPLATE  Edit Template      CPX F  gt   Edit    Template  Otitismedia  Name   Template Text   S  Pain Location  Duration   Presence of URI  Temp     O  Temp   R  canal  TM    L  Canal  TM   A        P     Delete Save Exit    STUDY    Add patients to research studies by using the search engine to find the patient  then  clicking the  Join In   Click the checkbox next to the name of the study that you wish to  add the patients to     SEARCH FOR PATIENT STUDY RECORDS    Name Prore   DOD yyyy7 mec       Search   CO    scress    MIN    Chart No    Results based on keyword s    h  
72. art  For the full list of forms  click on the Forms heading     e OLD FORMS  when you create a second type of form that has already been created   the current form will move down to OLD FORMS   ie annual health review in 2001    will move to OLD forms when annual review is created for 2002   FEATURES OF FORMS  e Data can be extracted for statistical purposes  e Ease of comparison from year to year    e The program pulls the patient   s demographic information in automatically and will  not allow you to enter incorrect data  If a demographic change has to be made  the  change can not be made here  The users must go back to the Patients Detail Record to    make any changes  preventing loss of important demographic changes   e Specific text areas allow you to add free flowing text to certain areas  e When you view the OLD FORMS you can see the Created Date and the Edited Date  GENERAL DIRECTIONS FOR USING THE FORMS    e Patients demographic information will be automatically pulled from the Patient   s De     tail Record    e Use the TAB key to advance through the form    OSCAR User   s Manual    89    e Where there is a checkbox  you will have to click with the mouse to check off the ap     propriate box or press the spacebar    e Be sure to note if the form has more than one page  and SAVE EACH PAGE before    proceeding onto the next    e Before exiting  you must SAVE the form  In order to view the forms that have just    been completed  refresh the encounter screen by pressing
73. atabase that you wish to    search  then click    Search       2  Select the Class   Name   Compound   Brand Name that best identifies the allergy  It  is best to choose the most broad category that describes the patient s allergy     3  Write comments describing the nature of the allergy as well as identifying the age of    onset  severity of reaction and onset of reaction  Click  Add Allergy        OSCAR User   s Manual    85    oscarPrevention    oscarPrevention keeps track of the most common procedures that help prevent disease in a pa     tient  These include vaccines and common tests  ex  Flu shots and PAP smears      The main oscarPrevention screen can be accessed from the patient   s Encounter screen   Click the    Preventions    heading at the top of the left hand menu  or on any of the pre     ventions listed below that heading in order to access oscarPrevention     PREVENTIONS Prevention Recommendations  TdP IPV Hib e No Mammogram records can be found for this patient  e Last PAP was done 12 month s  ago    S Td   Age  46 years  NE Date  1998 08 14                MenC C Flu             HepB PAP   Age  53 years Age  55 years  Tap Date  2005 06 07 Date  2007 06 29          MAM               FOBT   Age  52 years Age  55 years  HepAB Date  2004 09 23 Date  2007 09 10    show hide all other Preventions             Pneumovax  TdP  IPV                If an item on the list below the Preventions heading is red  the patient is missing infor     mation on that prevention    
74. beside the date box to select the    As of    date for the report   3  Click    Submit Query       4  Patients that are not up to date on the prevention measure you selected will have  their prevention information highlighted in pink  If the patient is up to date  the data  will be highlighted in green     OSCAR User   s Manual    110    ocr Preven      Patient Set        Select Set   7           Prevention Query       Select Query    vj    As of   2006 07 14 Fe          Submit Query         DEMOGRAPHIC STUDY LIST  This report gives you a list of patients in any study s being conducted in the clinic  1  Click    Demographic Study List    link in the Report tab    2  Click on a patient s last name to view their Patient Detail Record  or  Print  to print    the list             Demographic Study List  Print   Cancel   Last Name First Name Study Email Provider  ELDER JUNE Compete 3  DRW  arcus  PRIVATE JOAN Anex 3rd  SMIYTH JASON Kimble DRK  TEST TEST PING Rehab  2MinWalk  TEST TEST  URSULA UNGER Livingstone DRL  URSULA UNGER Livingstone DRL  URSULA UNGER PING Rehab  2MinWalk Livingstone DRL    CHRONIC DISEASE MANAGEMENT    1  Select the Chronic Disease Management group you wish to look at from the drop    down menu     2  Click the    Continue    button beside the statistic you wish to view  Your choices are     Percentage of patients who met guideline      Percentage of patients in abnormal range    OSCAR User s Manual    111      Frequency of relevant test being performed    
75. can take a clue from the list of billing pages in the    blue box to the right   e g  512   5  Type in a descriptive name for the billing form in the next box  e g  Obstetrics     6  In the billing form there are 3 columns of codes  You may want to group these codes  in categories like    general  hospital  and premiums     This makes it easier for the doc   tors to find the codes quickly  Enter the headings you want for the columns in these    3 boxes   7  Clickon ADD FORM       8  When the blank form appears  you can follow the previous instructions to add the  codes for this billing form in the order you want them to appear to the doctors in the    billing form  DELETING A BILLING FORM  1  Click on    Manage Billing Form    in the BILLING section    2  Select    Add Delete Form from the drop down menu  OSCAR User   s Manual    169    3  Click the    MANAGE    button   4  Inthe blue box to the right  click on the billing form you want to delete   5  Click YES to the question     You are about to delete the billing form  are you sure      6  Click on    Close the Window    link   ADDING DELETING DIAGNOSTIC CODES   1  Click on    Manage Billing Form    in the BILLING section    2  Click on    Dx Code    radio button       oscarBilling    Select form   Cz Hsere more Loone anmes Y Mo1398      3  From the drop down menu  select the billing form you want to add   delete the diag     nostic codes from  4  Click the    MANAGE    button    5  Add or delete the desired diagnostic cod
76. can use   e The second area is to attach files to the patient   s electronic medical file  ADD A DOCUMENT    E Form is the tool by which users are able to design their own forms and integrate into    OSCAR with only some knowledge of HTML     DD DOCUMEN       Function demog raphic Instruction     unction     1  dick upload file   Bola  gt  2  select a file to upload  3  dick    upload    button   Document Type   Select Type v 4  once the file uploadec        Document   click  cone    Description resource 5  The file name will appear  6  Select document type   Create Date 2006 5 23 16 15 45 7  Enter document    Cescription  Creator Duck  Donald B  click submit  done   File Name   unload file  SUBMIT   Cancel       1  TO THE eDocs APPOINTMENT TAB   Click on the    eDoc tab    and click    ADD  DOCUMENT     in right corner    OSCAR User   s Manual    153    TO A PATIENT s e Chart  Click on the    documents    link on the bottom left side of the  e Chart screen  Click    ADD DOCUMENT     in the upper right corner       Document Type  select the type of file you are going to upload   NOTE  If you put    SHARE    everyone in your office will have access to this file  This  option is great for contact lists and schedules  If you select any of the other types of  documents  the program will sort the documents into either resource  desktop   handout or forms in your eDoc tab  These documents will only be accessible when  you log into OSCAR and not for the general office  Others will n
77. cations with this field   E g    If the individual is a doctor and a number is not put in here  they will not show up  on the provider list in the billing form       Self Learning username  amp  password  will be used for a self learning program in the    future    11  Click the    Add Provider Record    button when finished    Step 2   Add New User to a Group    Only complete this step if you want the user to have a schedule on the appointment screen  ex     practicing doctors  residents  nurses  not receptionists   Otherwise  skip to Step 4     Groups are used as a way to manage who you want to view on your appointment  screen at one time and is a very useful tool in a large clinic  Even if you are a small of   fice  you will need to have at least one default group where you put all providers in or   der to see them on the screen  If you have set up a new user and they don   t show on the    appointment screen  the most common problem is that they haven   t been added to a    eroup     Group No     Max  10 chers   Doless  Donald  Dolittle  David  DRW  Welby  Duck  Donald  mikey  mikey                  Mouse 44444  Mickey         Cose    1  From the Admin Page  click on the  Add a Group No  Record  link  NOTE  Write    down the exact spelling of the group to which you want to add the new user  If you       even capitalize a letter  it will create a new group     2  Type in the exact spelling of the group you want to add the new user to    OSCAR User s Manual    3  Puta check
78. ce    from the drop down menu and it    will automatically set the other settings for    Always on Power Scheme     ENABLING PRINT SHARING  1  On the initial computer that the printer is connected to enable the following  2  In    Properties of Network Neighborhood    click on the    General    tab  3  Put a check mark beside FILE   PRINT SHARING    4  This will give you the share function when you right click on the printer in the next    step  MAPPING TO A NETWORK PRINTER    After you have set all the computers with the same network settings and have the  printer driver loaded on the computer   if it is not already loaded  follow these steps to    network to the printer   1  Go to the printer settings by clicking on START   SETTINGS   PRINTERS    2  Double click on    Add Printer       OSCAR User   s Manual    183    3  Click NEXT  amp  select the NETWORK PRINTER radio button  Go to    BROWSE    to  find the network printer  search for the computer that the printer is physically con     nected to     4  Click OK after selecting the appropriate printer  Insert the driver Disk  CD when  prompted to install the driver that comes with the printer  Follow the on screen instruc     tion to finish the installation process   May vary for different printers    ADDING OSCAR SHORTCUT ICON TO THE DESKTOP  1  Open Internet Explorer  amp  type in the URL to get to the local server  2  Go to the Favourites tab and add this page as a bookmark  add to Favourites     3  When it prompts you t
79. cess   This chapter contains instructions for Ontario and BC billing  as well as simplified Flu  Clinic and INR billing  The rest of the billing process  which involves the Administra   tive view of OSCAR  is also detailed here     Billing the Encounter    How to access the billing screen and bill a patient  also an explanation of the BC and ON billing    screens   FOUR WAYS TO ACCESS   e From the B on the patient appointment screen  e From the Add Billing button in the    Patient   s Detail Record    window  e From the    Billing    link in the Encounter window  under    Clinical Modules       e From the Billing tab  produce an Unbilled Report and you can bill by clicking  the link  Bill      under the heading  Comments      The billing window will appear  The patients name will be in the upper LEFT corner     Ontario Billing Screen    Service Doscripbon   Foe Premium    ADO1A G365A Q011A   A007A G202A Q503A   ADO3A G212A Q503A   ADGA G372A Q515A   ATTIA GITIA Q516A   K02BA G538A Q400A   K030A GS39A K005A   E075A 6590A A90234A   K017A G5921A B530    K013A G420A K994A   K007A 2159A B992A   A903A Z160A W290A   ADOBA GITOA B934A   H001A 2176A   H105A G010A   P003A   P004A   code seach     POOSA Diagnostic Codes SSS  400A gnosi d code search    OSCAR User   s Manual    48    British Columbia Billing Screen    oscarBC Billing         Jation  LYMAN  JOSHUA Patient Status AC Raster Status  Assgned Physican  ge  a6 Gilling form  GP genoa  practce Billing Physician Duck  II bowed    
80. ch    text field  Click  Search     e Click the  Advanced Search  link  and search by tag  i e  by topic  or by user        1  Search Title Description  Do Search      Simple Search  Search Help     3  Search Users  Jchan A Note  Hold CTRL for multiple users   Michaela leave blank for all users   Oscar i  Unknown  apaul3457  azulay  crystal Y    e Look through the Most Popular and Newest Links  as well as the Most Popular Tags    in the left hand navigation bars    e Look through the Quick Links at the top of the screen  if you wish to navigate to    popular medical sites such as Pubmed  Cochrane  and eMedicine   Once you have found a link that you would like to visit  you can either     e Click the Upwards Arrow on the right of the link title to open the page in a new win     dow    e OR Click the World symbol  or the link title itself  to access the page in the same win     dow  GETTING MORE OUT OF OSCARRESOURCE    OscarResource is not simply a database full of useful website links  It can be tailor fit     ted to act as your own personal internet resource  filtering through its links to show    OSCAR User s Manual    144    only your favourite websites and pages  This way  when you are using oscarResource  at the hospital or clinic  you can swiftly find the information you need without having  to repeatedly perform searches for the same few websites  You can get all of this out of    oscarResource by becoming a contributor of the database     Contributing to the oscarResou
81. containing these effective dates and modify  Click  Next  to advance to the    calendar view of the schedule     Duck  Donald effective  2006 01 01   2007 10 12     last month 2006 5 next month         Sun Mon Tue Wed Thu Fri  1 2 4 5  F 1D  pem H  30 4 P  8  30 4om P B  30 4 F 1D 4  9 10 11 12  P B8 30 4pm P  B  30 4or P B  30 4or P  8  3O0 4per  16 17 18 19    P 8 30 4pm P B 30 4om P B 30 4pm P 8 30 4  23 24 25 26  P 8 30 4pm P R  30 don P  8  30 4or P  8  30 45  30 31    P 8 30 4pm P B 30 4pm       Next Cancel    2  Click on the appropriate calendar date  use arrows to advance calendars  to be    changed    3  Replace the current template with the appropriate Public or Personal template from    the drop down menu     4  If the schedule change needs to revert to the original or an error was made selecting  the correct date for a change  click on the date to be updated and click  Delete  to    return the schedule to the original template     OSCAR User s Manual    163    5  Temporary changes to a template over a longer period of time or ongoing changes  can be made by specifying the start and end dates to create a new schedule field and    copying the appropriate templates for that time period     6  New templates can replace old templates  Alternatively  a minor change to the same    template in the Template Setting area may be sufficient   SINGLE DAYS    e When you get to the calendar view of the process you can now select individual days    that the provider will be ON CA
82. ctor from the drop down list   4  Click on the check box beside the patients you want billed this month   5  Click on    Generate INR Batch Billing    button to submit months billing   6  You can now change to another doctor and submit the INR billing for each doctor    NOTE  Monthly INR Billing can also be done in the Administrative View  Click on  INR  Batch Billing    under the Billing heading  then follow steps 3 6 as described above     EDT Setup   For Ontario Billers   The sending and receiving of the EDT files is done outside of OSCAR  but viewing the  files and reconciling the claims is done on the Administration screen of OSCAR  The fol     lowing information will assist you in registering with the MOH and setting up the ini     tial connection   REGISTERING FOR EDT SUBMISSION to MOH  Register with the Ministry of Health for EDT service in Ontario  Canada     Ministry of Health and Long Term Care  1 800 262 6524  80 Queen St   3rd Floor  Kingston  ON K7K 6W7  Kingston  613 544   7700   Fax  613 544 6310    1  Contact the MOH for your EDT Application package  Complete the application for  GONet Electronic Data Transfer EDT Service and EDT Letter of Undertaking and  Acknowledgement and mail to the address on the application     OR     Get EDT forms off the Web at   www gov on ca   MOH   english   pub   ohip   edtguide   edtmanual html    2  Wait for notification from the Ministry of Health and Long Term Care that your EDT    privileges have been activated  This will ta
83. ctronic medical records   VIEWING  CHANGING AND DELETING YOUR E FORMS  You can access the  My Form  screen from two places     e the Master Demographic page  under the Clinical Resources heading  click  Current    eForms   e the Patient Encounter screen  under the Clinical Resources heading  click  E Forms     If you wish to change the data on an existing form   click on the name of the desired  form and edit its content  If you wish to keep the older form  change the subject name  on the edited form  If you wish for the newly edited form to replace the old one  after    clicking  Submit  or  Print   delete the old form     If you wish to delete an existing form   click  Delete  in the Action column next to the    form you wish to discard    If you accidentally delete a form you wish to keep   click on the  Deleted Forms  link     then click  Restore  next the form you wish to keep     Creating Your Own eForms    There is an enormous variety of forms being used at clinics today  It would be impossi     ble for the original OSCAR team to create e forms for every single one  Besides  the    OSCAR User s Manual    136    beauty of OSCAR s open source individual oriented concept is that our software and    features are easily used to make OSCAR functional for your unique work environment     If you have a basic knowledge of HTML  you should be able to design forms to input     output data for a patient  The process is simple     1  Design HTML form   Be familiar with the rules  s
84. d Referrals    In this chapter   Y how to request a consultation appointment  Y how to book a specialist appointment    Y how to edit the listing of specialists available for referral    OSCAR User s Manual    118    Requesting a Consultation Appointment    1  From the appointment screen  click on  E  for the Encounter screen of the patient   then click the    Consultation    link in the upper left hand corner of the Encounter  screen     OR the    Consultation    button in the Patient s Master Demographic window    2  A pop up window will appear  with previous consultations made for this patient on  the right  and a link to request a new specialist appointment be booked for the pa     tient on the left  click on    NEW CONSULTATION        CETREE    Created by  Referral Date    2006 5 23   Patient  BROWN PREGNANT       ice       All Services        vi B 12 Mockingbird lane  pe m           Mees Pemberton BC V2S 1V9  Tel No   604 778 4593   Pca Non Urgent    Birthdate  1957 01 31   Callback     Sex  F   Pending     Health Card No   9069158251 BC  C Patient   Callback    Send to       Teams             c Completed   E    Patient Will Book     Year Month Day  Appointment Date  2006  or    oi z           Appointment Time  j    j oo     AM z     Reason for Consultation        Pertinent clinical information        Significant concurrent problems     Unipolar Affective D O  Biliary Cirrhosis    urrent Medications    ustom Drug 1 TID   Days 21 Qty Repeats  0   oxazepam 15mq 1 TID 3 Mo
85. disk for submitting to MOH    Right click on the OHIP Filename for each doctor   select    Save Target As    and send  file to a directory created for the invoice date  on your local HD to save the OHIP file    as a backup  These files now reside on your local server with a local backup on your computer     Set up a directory system on your HD and save each MOH submission in a directory    for each invoice date    PRINTING THE INVOICE REPORT    This report is created when the OHIP file is created and saved on the server  A local    copy should also be saved to the local HD for reference   backup to research future que     ries or to print for doctors requesting a hard copy     In the OHIP report window as above    L     z    Right click on the html file for each doctor and click on print a report    When you are all finished printing the reports  Right click again and save the report  in the directory created for this billing invoice period with the copy of the OHIP file     OSCAR User s Manual    64    3  If you are submitting to the Ministry of Health by disk  you will right click on the  OHIP Filename for each doctor   select    Save Target As    and send file to your A  and  send the disk in to the MOH office     Invoicing via EDT    For Ontario billers  CONNECTING TO THE GONET NETWORK  1  Double click the EDT shortcut  amp  then click    DIAL     2  At the GONET screen  type in your login  ALL CAPS  provided by MOH    amp  enter  3  Type in your password  lower case   am
86. dividual registration  prior to April 91   8 numeric  effective April 91    family based     bec  For Quebec patients need to pay cash for the appointment and the patient submits    the receipt to the Quebec Health system for reimbursement   VIEWING PATIENT   S BILLING HISTORY   1  In the Appointment Screen  click the Search tab   2  Type in the patients name and click Search    3  Click on the Demographic ID for the correct patient to access the    Patient   s Detail    Record     OR    1  If the patient has an appointment  click on the M beside the patient   s name on the    appointment screen    2  Clicking    BILLING HISTORY    shows a list of the encounters that have been billed    with date  bill type  provider and comment column  3  Clicking on the date will allow you to view what was billed for each encounter    e Only billed encounters that have NOT been submitted to OHIP can be unbilled  and re billed    OSCAR User   s Manual    56    SEARCHING FOR UNBILLED APPOINTMENTS    See Chapter 9 Unbilled Report for instructions on how to create billing reports  which    include a list of unbilled patients   Billing for Walk In Flu Clinic  Billing For Flu Shot    OSCAR has developed an easy billing function for special walk in Flu Shot clinics to    eliminate the need to book an appointment or search for the billing code   From the Appointment Screen  1  Click on the    SEARCH    tab    2  Search for the patient in the normal way by typing in part of the patient   s name and 
87. e  This is a 3 digit number that follows the  Ministry of Health diagnostic code table obtained from the Ministry office    6  When finished  click on UPDATE button on the lower left of the screen    7  Click    Close this Window       OSCAR User   s Manual    170    SIMULATION OHIP DISKETTE and GENERATE OHIP DISKETTE    See Chapter 6 Invoicing OHIP for directions on when and how to use each of these func     tions   BILLING CORRECTION    See Chapter 6  Correcting Billing Errors for directions on when and how to use this func     tion    INR BATCH BILLING   See Chapter 6  INR Billing for directions on when and how to use this function   BILLING RECONCILIATION    See Chapter 6  Remittance Advice  amp  Report  and scroll down to  REMITTANCE ADVICE  RECONCILIATION  for directions on when and how to use this function     EDT BILLING REPORT GENERATOR    See Chapter 6  Remittance Advice  amp  Report  and scroll down to  READING THE FILES  DOWNLADED FROM GONET  for directions on when and how to use this function     BILL STATUS    This feature allows you to create reports about patients    billing status     oscarBillin  9 2006 5 25  Select Provider Al  Providers    Create Report  Service Date Range ten  tne  x      Demographic  Print  Castatec   B rir Sl Pan Do Not B wig Sur tec UllP Sctuec Pac Oy OP Sac Vet De cec 8 A  SERVICE DATE PATIENT STAT CODE BILLED PAID DX1 DX2 DXI ACCOUNT MESSAGES  2006 Os SD CO  OC  DX DCN VOM U 1039 DLE ai EI  O06  04  30 00 00  0C TESTER KONG o 1090 0 
88. e Prescription Represcribe Delete      Biaxin XL     2006 05 09 Amoxil 500mg 1 TID 10 Days 30 Oty Repeats  0       2006 04 13  percs 5 325 1 2 QIM PRN 7 Days 365 Qty Reoests  O       2006 04 13 2       Larium 2006 04 13 crestor 1 OHS 2 Month 30 Oty Repeats  0    Lorilee    2006 04 13 Oxazepam i5mq i TID 3 Months 270 Oty Repeats  4       Lipitor 20mc    Malarone 2006 04 13 Lipitor 20mc 1 OD 3D Days 30 Oty Repeats  1 Nc    subs       oxazcoam i5mg     DOS  D 13 3iaxin XL 500mg OD 7 Davs 14 Otv Reocats  0  PENICILLIN    2006 04 13 Biaxin XL 500mc 1 OE vs 14 Keocats          percs 5 325 Show A View   Edit Allergi Represcribe Delete  FES TR TA  Drug Search  Drug Name    Drug of Choice  Search Reset Custom Drug    OSCAR User   s Manual    79    How to Write a Prescription    STEP 1  SEARCH FOR DRUG    1  In the box beside    Drug Name    type in the name of the drug you want to prescribe   For prescription recommendations for certain diagnoses  click the    Drug of Choice       link to the right of the box   2  Click on the SEARCH button   STEP 2  SELECT THE DESIRED DRUG    1  The next screen will give you a choice between generic and brand names for this  drug  Click on the    info    link next to a drug to access articles on oscarResources re     lated to that drug    2  Click on the hyperlink of the drug you want to prescribe  See below for steps to take    if you cannot find the drug you are looking for     STEP 3  WRITE THE PRESCRIPTION    Step   Search For Drug  gt  Step 2 Se
89. e desired instructions    from the box on the left and then click the  lt  lt  arrows to insert the text    5  The    Special Instruction    box can also be typed in to add your personalized instruc     tions  Avoid adding numerals     6  Drug Drug Interaction Information   If one of the patient   s current prescriptions is  known to have an interaction with the new prescription  an alert will appear at the  bottom of the page  If you are using MyDrugRef  the warnings and interactions  added by your trusted friends will appear here    Drug Allergy Information   If the new prescription contains an ingredient that has    been listed under the patient s allergies  an alert will appear at the bottom of the  page   7  When all selections are made  click on either of the 3 buttons below the  Special In     struction  box    e UPDATE  This will simply save the prescription in the Pending Prescriptions sec   tion   e UPDATE AND GET NEW DRUC  This will save the prescription in Pending Pre     scriptions  and bring up the STEP 1 screen so that you may repeat the process    e UPDATE  PRINT AND SAVE  This will save the current prescription and any  Pending Prescriptions in the Patient Drug Profile  and bring up a print preview     step 5     OSCAR User s Manual    81    STEP 4  EDIT OR DELETE PENDING PRESCRIPTIONS    Pending Prescriptions    Ecit    Delete Custom Drug 1 TID 7 Days 21 Oty Repeats  0 Info       Save and Print  1  Atthe bottom of any oscarRx screen  there is a list of Pendi
90. e invoicing file  the name will match the  EDT file name you typed in above  amp  click OPEN button  amp  then  SEND  to send your  invoice file to the Ministry and return you to the main menu where you can send  another file  if necessary  or you can download any files waiting for you in your in     box    6  Press   4 when finished  to LOG OFF  amp  click CALL  amp  DISCONNECT on the Hy     perlIerminal menu    OSCAR User s Manual    66    Correcting Billing Errors    For Ontario billers  MACHINE READABLE ERROR REPORTS    The Machine Readable Error Reports will arrive about a week after a disk goes in to the  MOH  These are errors that the OHIP computer rejects because it does not meet certain  criteria  It is as if these bills have never been received by OHIP  For this reason  it is im     portant to correct the errors and re submit to OHIP for payment     What to do with the    Machine Readable Error Report       Correct the billing errors  amp  re   submit     Correcting a Billing Encounter       Call patients to correct Version Codes  amp  re     submit the outstanding encounters  CORRECTING VERSION CODE ERRORS  From the Appointment Screen   1  Click on the    SEARCH TAB      2  Type in the patient   s name  amp   enter     3  Click on the patient s demographic number to pull up their  PATIENT S DETAIL  RECORD     4  Call the patient to get the new version code  if it has not already been changed   5  Changes to the version code are done in the box beside HIN  6  Click 
91. e right column which will be in the report    2  To take field names out of the report click on the field in the right column and click  on the DELETE button to move it back to the right column    CHANGE THE ORDER OF THE FIELDS IN THE REPORT  In the same window as above   1  Click on the CHANGE ORDER word link at the bottom of the right column    2  Click on the tick box to the left of the field you want to move and click on the MOVE  HERE button opposite where you want the field to move to    3  When finished click on the BACK to the CONFIGURATION word link  ADD FIELDS FROM THE MASTER DEMOGRAPHIC AREA TO THE REPORT  1  Click on the PATIENT PROFILE word link above the left column    a  These are the field from the Master Demographic screen    OSCAR User s Manual    115    2  The captions can also be changed in these by clicking on the CAPTION word link    3  To go back to the form database fields  click on the FORM word link at the top of the             column  e  Tickler Tab  Print  Service Date Range 2006 5 18 Regin 2005 05 23 End  Move To Active   Select provider   All Providers v Assigned To   All Providers v  Create Report       Demographic Name Doctor Name Date    Priority TaskAssignedto Status M  BROWN  PREGNANT Kirkham  Collee 2006 05 20 Norma Duck  Donald Active    BROWN  PREGNANT 2006 05 20 Norma Ducx  Donald Active    Kirkham  Colleer  Check All   Clear Al Add Tickler Complete   Delete   Cancel               The Tickler Reports are printed off in accordance to the
92. ecific patient   s Master Demo   graphic record to perform many office functions  including booking an appointment     See Chapter 4  Report Tab    This tab gives you access to various common reports used in a medical office  Active Pa   tient List  Day Sheet  All Appointments  Bad Appointment Sheet  Patient Chart List  No  Show Appointment List  See Chapter 9    Billing Tab  Reports can be created on appointments that fall under one of the following categories   billed  unbilled  unsettled  OB  or Flu  See Chapter 9    Lab Tab    The Lab tab gives you a list of all new lab reports sent to the clinic for your patients   This only applies to laboratories that send your clinic their reports via phoneline trans   fers  Paper reports still need to be scanned and uploaded as e docs     Once you have read a lab  you can click  Acknowledge  to remove the lab from the list     OSCAR User   s Manual    22    The acknowledged labs can still be viewed  from the patient s e chart   There is also a red asterisk that appears on the lab tab for unclaimed reports  in other  words reports that were not specified for a particular doctor  All doctors have access to    these labs  and anyone can acknowledge them   Note  This function is not usually available for those with receptionist permissions   MSG Tab    OSCARmsg is a secure messaging system within the intranet of the OSCAR clinic and  between OSCAR clinic sites  The functions work like many common e mail programs     See Chapter 11  Con T
93. ectory on another computer and make the director a shared one so    that it can be seen from the computer where the CD burner is    3  To make a folder shared  right click on directory   click    share     amp  click    share folder     BACK UP FILES  Back up each file and put then in the directory you created to hold the back up files   1  Log in to OSCAR as the administrator   2  Click the OSCAR Backup link    OSCAR User   s Manual    185    3  Click the file names on pop up window to save the files to the local computer  4  Burn a CD at the end of the week with everything in the directory  amp  keep off site  5  Use a couple of CD   s and rotate them back  amp  forth from the office      The backup date will be shown on file names  So  it is easy to only download the    files that are new     This process backs up documents and the database of your OSCAR program  The back  up should usually be daily  but even every second day is OK  Restoring the backup files  if there ever was a problem  will be looked after by the OSCAR programmer     Troubleshooting Connections    LOSING CONNECTION TO SERVER    The first thing you do before going to the following steps is to rule out the obvious on    the computer   1  Double click on MY COMPUTER    2  If there is a red X on LAN connection  check all the connections and confirm that    there is no loose connection   3  Shutdown   Power completely off   wait 10 sec  and Re Boot the computer    4  Wait a little while for the computer to c
94. ee the next section  and design the  HIML page     2  Upload the form   Log in as admin and go to  E Form  topic   3  Upload images if required   see above   4  Test   Log in as provider and go to a patient s Master page   Step 1  Designing the Form   There are two main ways you can go about creating an e form     e Strategy A  If the form is quite simple  you can create a new html form from scratch  using the paper form as a model  Be sure to look through the HTML rules below  when designing your form  Sometimes  it is easier   quick to use Dreamweaver or    FrontPage to do the work     e Strategy B  If the form is more complex  you can scan the original paper form onto  your computer  and follow the instructions below to add html text fields and check     boxes to the image   Instructions for Strategy B  1  Scan the form onto your computer  Save it as a  GIF file     2  Using a program like Paint  go through the image and clean up any shadows or  spots created by the scanning  Resize the image so that the page fits on one page  if    possible     3  Create an html document in a program like Notebook using this template     OSCAR User s Manual    137    4  Change the image source to the  GIF file of the scanned form  then preview the page    in your internet browser     5  The JavaScript allows you to view the position of your cursor  Left  Top   Place your  cursor over the point where you would like a text field or checkbox to begin on your    form  and record the pixel pos
95. eived from MOH  amp  resubmit invoice to OHIP    1  Find patient name  amp  phone number in OSCAR  amp  call patient for new Version Code    OSCAR User s Manual    59    2  Update information in OSCAR  amp  re save invoice for resubmission to OHIP  Error Reports Corrected  amp  Re Submitted to MOH   OHIP  10th   14th of Month  RA   Remittance Advice Received from OHIP    1  Receive digital file from OHIP  shows detailed report of paid encounters  amp  payment    amount for each doctor   2  Reconcile to OSCAR program  3  Correct any billing errors  4  Mark file for billing archive    5  Archive partial payments from MOH by changing the    Billing Type    to  S   Settled    Paid by OHIP     6  Run the RA report generator  7  Make adjustments to partial payments  8  File digital copy of RA reports on server  18th of Month Submission to MINISTRY OF HEALTH   OHIP Month End  e Send month end submission to OHIP for next month s RA payment  e TIME SENSITIVE  must be in by 5 p m  on the 18th of each month  Revenue Reports Io Doctors  Print the UNSETTLED REPORT to check on invoices submitted to the MOH  but not  paid  Pre Invoice Functions    For Ontario billers  checklist of activities to be completed before OHIP submission For Canadian    billers  reciprocal billing provincial codes     Before creating OHIP submissions  read through the following checklist     OSCAR User s Manual    54    e Version codes corrected and invoice marked for re submission  e All monthly monitoring billing
96. ended  that you choose a password that you will have trouble remembering  and then that you  take the time to memorize it  Your password should be six digits or longer and should  contain upper and lower case letters as well as numerals  in addition your password  should contain no repeat occurrences of any symbol  A six digit password chosen ac   cording to the rules above has a one in approximately 32 4 billion chance of being  guessed by a brute force procedure  Remember your password is your digital signature     so choose it and use it with care   PHYSICAL ACCESS    Your second means of ensuring the security of your system is to avoid situations where  unauthorized physical access could occur       Don t leave patients unattended in rooms where OSCAR is running      f it can t be avoided  use a screen saver with a password lock out       If you have a local server  keep it under lock and key     OSCAR User s Manual    3    The Appointment Screen    In this chapter   Y how to read the appointment screen  Y how to make appointments    book patient appointments  group meetings  Y how to change between different views of the schedule    schedule view  group view  calendar view    Y how to access the other parts of OSCAR using appoint     ment screen tabs    OSCAR User s Manual    The Appointment Screen    All of the day to day functions of the office can be performed from the appointment  screen  You can view the appointment schedule  enter patient information into the elec 
97. ents at a time on the screen  amp  you will need to click on    the link on the upper left corner of the screen to view other pages     4  The printer button is in the upper left corner to print the complete report    OSCAR User s Manual    97    FLU BILLING REPORT    Criteria  Patient Name  DOB  phone number  sorted by physician  65 years and older   have NOT had a flu shot as of  start date if needed each year   billing codes G590A and  G591A Patient Status  of AC and UHIP    Roster Status of RO  NR FS  RE  PL  Anything    else taken out         Report        2006     ALL Providers bd    Flu Report    Name DOB Age Roster Status Patient Status Phone Billing Date  OUT OF PROVINCE  J0    BOY 1935 06 15 70 RO AC 905 525 1124   SMITH BROTHERS COUGH DROPS 1930 01 23 76 NR AC 604  123 0988   WING  WONG 1932 06 15 73 RO AC 604  394  5678 2006 01 20    1  Click on the    Flu Billing Report    link  2  Click on    Flu Billing Report    at oscarReport section    3  Select a year  it will default to search the period 2002 and 2003  and a provider you  wish to generate  It is recommended not to general all Provider or it needs to take 1     2 minutes for the complete process   4  Click Generate Report  normal wait for 30 secs     5  The yellow patient rows mean they haven   t had a flu shot while the purple means    have had a flu shot on a specific date   OVERNIGHT BATCH ELIGIBILITY CHECKING    Use this report for a quick way to check the validity of patients    health card codes  See 
98. er ves 24 Apr 2006 reports spintaneously emptying bladder   Coreaiver   SF36   24 Apr 2006   Abdo no bladder percussable  abdo soft   r                   um Qeon  aaor 2006      Ichest clear  CVS no murmurs   SFHC Termination of Opio    28 Apr 2008   Genogram    11 Apr 2008   BC Breast Imaging   06 Jan 2008   A P recovering tranasverse myeliitis   BC Breast Imaging     D8 Jan 200B i i t   BC Breast Imaging     02 Jan 2008 multiple issues discussed    Smoking Progress Notes s    17 Oct 2007 v re hgb fu with GI re scope  first set FOBT neg and on Ferrous glulc  rpt Hgb    n 6 8 weeks 2  neuro status improving and inout pt rehab at Cambridge Hospital   fobt reminder letter 17 j4   2068      re cavernomas on spine and brair  will fu in London with MRI and see        irc letter a jan a eurosurgeon there and then discuss whether or not boys should be screened   re tee Soca   M  re neuro recommendation re derm re melanoma and spien melanoma    will await   31 FOBT3 17342008   bpinion of MRI in LOndon  see prn   30 Pao4 17 Jan 2008 v    Signed on 18 Jun 2008 15 41 by Chan  Joan    IT UU REN c Date  16 Jun 2008 15 41 revi  Oscar Meg Ere Type   wiechore encounter with cient  Cholesterol     28 Apr 2008    Re  Vaccine Letter in efor    04 Feb 2008      48 Jun 2008    Tel Progress Notes   Vaccine Letter in eform     04 Feb 2008    test   25 Sep 2007  Not sure if I am doing thi    02 Mar 2006    Diabetes Mowsheet  Hypertension Flowsheet     Assign issues        HIV Flowsheet    lt    INR 
99. h for the provider you wish to modify using the search field in the upper right    corner    2  Choose a role from the drop down menu and click one of the three available actions      Add    Update   or  Delete     3  Each new role will appear as a new row  Providers with multiple roles will have  multiple rows in the chart  If you are shown a message  Role NOT added    11   you    have already assigned this role to this provider     ASSIGN ROLE RIGHTS TO OBJECT    Object Name Role Name    Search l  Role Object ID Privilege Priority Action  iv Allnghis    Read   Write   Dolete  189 admin  I Norights    ORead  OWrtel O  o    Delote    All nights  Read   Wite   Dolete  admin _admin   Norights    O Road   OWrte   O E  Delete  iv Allrghis    Read   Write   Dolete Update  doctor _appointment   No rights  ORead   OWnte  O  o     Delete Delete    iv All rigs    Read   Weite   Dolete Update  doctor         appointment doctorLink   Norighs   O Road   OWrite   O 0 7   Delete  Delo  u v All rights  Read   Write   Delete Update  doctor    billing   Noris    ORead  OWrtel O  o    Delet  Delete      iv All rights  Read   Weile   Delete Update  doctor   demographic   No tights  OfRead   OWrite  O  o hd D  clete  Delete  All rights  Read   Wite   Delete Update  doctor  _eChart M Nodgws  T ORead M Ower o     10 2   pa     All righvis  Read   Wile   Delete Update  doctor  eChart verifyButton   Norigh    Oftead  OWrte   O  o ha RTR    This function can be used to assign certain privileges  such
100. hen click the    Add to Favourites    button  Patient Drug Profile  Past prescriptions are displayed here   REPRESCRIBING A PRESCRIPTION    If the prescription you wish to give the patient is already listed  you may click the corre   sponding checkbox under    Represcribe     Click the    Represcribe    button  then follow the    directions for the Step 3 screen as detailed below  DELETING A PRESCRIPTION    If you wish to delete a current prescription  check the corresponding checkbox  then    click    Delete        OSCAR User   s Manual    84    Allergy Profile    e The patient   s allergies are listed on the left under the Allergies heading    e To view more details about a patient   s allergies or make changes to the list  click the       View   Edit Allergies    button at the bottom of the Patient Drug Profile    oscarRx       Step 1 Search For Orug  gt  Edit Allergy Profile  Edit Allergy Profile    Patient Demographics  Name  BROWN Age  49    Edit Allergy Profile       Entry Date Description Allergy Type Severity Onset of Reaction  Reaction  Delete 2005 11 28 PENICILLINS AHFS Class Mild Immediate  Delete 2005 11 28 SULPHUR COMPOUNOS ATC Class Mild Immediate  Add an Allergy  Search     Search   Reset    Search the following categories   Listed genera  to specific   Iv Drug Classes      ingredients      Generic Names      Brand Names    Select All   Clear All         Back to Search Drug       ADD AN ALLERGY    1  Type in the name of the drug  select the areas of the drug d
101. ic or at another OSCAR site     You can edit the OscarMsg groups and contacts from the Administration View     Tickler Reminder System    The Tickler reminder system is used to remind staff to call or book a patient for a    repeat    procedure   as well as alerting staff of unpaid bills or any other important reminders   There are two places in OSCAR to add a patient to the report system   e Through the  Tickler  tab or    e Through the    Add Tickler    link in the upper left corner of the patients Encounter Note    screen    OSCAR User s Manual    128       Demographic Name  BLUTH GCEORGE  MICHAEL Search    Chart No   Service Date  2006 11 23 Calendar Looku  j mont 1 yea  Priority Normal    Task Assigned to Duck 33333  Donald    Reminder Message  6 month check up   Cancel and EXIT Submit and EXIT    A  im    ADD A TICKLER FOR A PATIENT  1  Click on the Tickler Tab    2  Click on    Add Tickler     OR if you are doing this through the Encounter screen  click the    Add Tickler    link    3  In the    Demographic Name    box  type in part of the patient   s name with a comma  and the 1st initial of the 1st name  works like searching for a patient in the    Search       tab  and click on the  Search  button or press Enter    4  The program will search the database and come up with a list of names if there is    more than one match OR enters the full name of a patient if there is only one name     5  Ifa list of names comes up  click on the Demographic ID box beside the person
102. ick Manufacturers    Microsoft   Network clients should be    Client for Microsoft Networks    and click OK    In the    Primary Network Logon    box choose    Client for Microsoft Networks    from    the drop down menu      Click on    File  amp  Print Sharing     amp  put a check mark beside    I want others to be able to    print to my printer       IP Address Tab    6       Click TCPIP  amp  highlight the installed network component labeled TCP IP  the net     work card you have installed in the computer  amp  NOT the TCP IP dial up adapter     Click on Properties button  amp  click on the    IP ADDRESS    tab      Click on    Obtain IP address automatically       Click on the    WINS configuration    tab  amp  click on    Disable WINS Resolution       Click on    Gateway     there should be NO installed gateways listed  If there are  high     light each one  one by one and click on remove until they are all removed     Click on the    DNS Configuration    tab  amp  click on    Disable DNS       OSCAR User   s Manual    182    7  Click the OK button  amp  the computer will re boot    Set all the computers in the network with the same settings as above    TIP  Having all computers in the clinic logging in with the same login  amp  password    makes support much easier to maintain    SETTING ALL COMPUTERS TO POWER SAVE MODE  1  Right click on the desk top and go to Properties  2  Click on    Screen Savers  amp  Settings       3  Under    Power Schemes    choose    Home Offi
103. illed during a specific time period  This report is good to do about a week be   fore the month end billing goes to the Ministry of Health to maximize the billing being    submitted     OSCAR User   s Manual    100    e You can bill or look at the invoice for these encounters directly from here by clicking    on    Bill      e Or you can print the report and have the physicians bill for the encounter    BILLED REPORT    oscarBilling          C Unbilled    Billed    Unsettled    OB    FLU Select provider   Duck  Donald   Create Report  Date From  To    SERVICE DATE TIME   PATIENT DESCRIPTION ACCOUNT  2006 05 23 00 00 00 MARS  VERONICA Bill OHIP  No Appt   INR  290  2006 05 19 10 20 00 TATE  BABY Bill Patient With Appt  Doctor  288  2006 05 16 09 15 00 Smith Karen Bill OHIP  With Appt  Doctor  286  2006 05 12 00 00 00 NAGEL  TEKLA Bill OHIP  With Appt  Doctor  282  2006 05 12 00 00 00 NAGEL  TEKLA Bill OHIP  With Appt  Doctor  283  2006 05 08 11 00 00 Brown Pregnant Bill OHIP  With Appt  Doctor  278  2006 05 08 10 45 00 Bravo  Delta Bill Patient With Appt  Doctor  277  2006 05 06 11 00 00 Brown Pregnant Bill OHIP  With Appt  Doctor  274  2006 05 06 10 45 00 Bravo  Delta Bill OHIP  With Appt  Doctor  275  2006 05 05 10 45 00 Bravo  Delta Bill Patient With Appt  Doctor  273  2006 04 30 00 00 00 WING  WONG Bil  OHIP  Unmatched Appt  Doctor  279  2006 04 30 00 00 00 TESTER KONG Bill OHIP  Unmatched Appt Doctor  271  2006 04 24 10 45 00 Bravo  Dolta Bill OHIP  With Appt  Doctor  265
104. illings paid on this RA  report  Clicking the    SUMMARY    link will also calculate the total amount on the next    report    3  Click on the    REPORT    link to generate the OHIP Messaging report with the cheque  totals breakdown and any Messages sent from the MOH    OSCAR User   s Manual    72    4  Right click on each of these 3 reports and save to a directory on your hard drive as a  local backup of the RA files     NOTE  These files legally need to be kept for 7 years  Much storage space can be saved  by burning the digital file to a CD and keeping in a fire proof box  instead of keeping a    paper copy   After the RA Report  For Ontario billers    THE UNSETTLED INVOICE REPORT    After the RA files have been settled and all files backed up  it is a good time to look at  invoices in your system that are still unsettled to clean up your files or chase down in     voices waiting for a version code before they become stale dated   1  From the appointment screen  click on the    BILLING    tab    2  Click on the button beside    UNSETTLED    to create a report of invoices that have  been submitted  but not paid by the MOH     3  Select the doctor from the drop down list    4  Click on the    BEGIN    link beside the box for the date of when you want the report to  begin    5  Clicking on the date will insert the begin date for the report in the box  6  Repeat with the end date for the report by clicking on the word    END     7  Click    CREATE REPORT       e To generate re
105. is tag to your favourite links  and add an object with this tag to your oscarRe     source homepage    Other clinical applications of link objects   e Patient Handouts  create an object with the tag  handout   Deleting Unwanted Links    After your links have been added to the oscarResource database  you may have reason  to delete them  for example  if you added them accidentally or the link no longer    works    1  Log into your oscarResource account     2  To view all of the links that you added  click on the  Advanced Search  link next to    the  Search  button on the main page     3  Find and select your user name from the  Search Users  list  then click the  Search     button     4  Click the red X beside any link you wish to delete from the database     OSCAR User   s Manual    149    14    Administration    In this chapter   Y how to set up new users     adding username  password  pin number  Y how to assign privacy roles  Y how to manage billing options    edit bill codes  billing forms  Y how to manage other OSCAR functions    backing up OSCAR      oscarMessenger  E forms  oscarEncounter    OSCAR User s Manual    150    The administration view of OSCAR contains many functions  These include complet   ing the billing process  adding new users  setting up appointment schedules  and creat     ing reports     Accessing the Administrative View    In order to view the administrative screen  you must have admin rights  If your pri   mary role is Administrator  log in as usua
106. ition to be specified in your html code     You can also measure the length height of a text area  hold the SHIFT key down  while clicking 2 points on your screen  and an alert box will pop up with either the x  or y distance between the two points  it will measure the longer of the x and y dis     tances between the points      6  For each new text check box  copy and paste the desired element s code in the html  template directly under where it says  lt       All textfields   checkboxes  textareas go    here      gt   and modify the tag with the correct position  name  box length  etc     OSCAR User   s Manual    138    Text box  one line     lt div style  position  absolute  left 90px  top 5px   gt    lt input type  text  class  noborder  name  thisfield121  style  width  289px  font     family  Arial  font size  12px   tabindex  1  gt   lt  div gt     Text area  multiple lines     lt div style  position  absolute  left 90px  top 30px   gt    lt textarea class  noborder  name  thisfield122  style  height  83px  width  289px  font     family  Arial  font size  12px   tabindex  2  gt  lt  textarea gt   lt  div gt     Check box      lt div style  position  absolute  left 90px  top 130px    gt      lt input type  checkbox  name  thischeckbox1042  gt   lt  div gt        7  Keep the class attribute the same   noborder   in order to ensure that none of the  borders of the boxes appear in the final printed form  If you wish for OSCAR to fill  in patient information automatically f
107. k 33333  Donac  Dependent 00 Sud Cade  0 Payment Method  ELECTRONIC  Short Note  LOBE cam    00000000  Service Code Description Unit For Tote   00101 COMPLETE EXAMINATION IN OFFICE  AGE 2 59  LO 62 03 62 03  62 03  Deegnostc Code Description  3 6 MIGRAINE  notes  Internal Notes  Save  amp  Print Receipt Go Back Another BH   SaveBH   Cance    OSCAR User   s Manual    92    Diagnostic Research Coding  2 or more codes     See Chapter 5  Clinical Modules  Disease Registry for the details on how to add multi     ple diagnostic codes to a patient s records     The Billing Process  For Ontario users  Doctors input billing in OSCAR after seeing patient    e Biller checks for unbilled appointments and prints a report for each doctor to    bill  OHIP Simulation    e Run OHIP Simulation  check billing for any billing entry errors before creating    and sending OHIP invoice  Submitting Invoice to OHIP    1  Flag any needed invoices for Manual Review and send supporting document with    OHIP disks    2  Send digital billing invoice of all FF5  PCN  amp  WSIB encounters for each doctor to  OHIP weekly    3  Create digital invoice reports for each doctor  amp  OHIP digital file format     4  File digital invoice  amp  invoice reports on server  in directory for each submission    date   5  Print Invoice Summary and file  amp  submit Invoice to MOH  Invoice Submission to MINISTRY OF HEALTH   OHIP  Machine readable Error Reports Received from MOH  Correct billing  amp  Version Code errors rec
108. k Cancel   PDF Label Print Label          Other than using the Search Tab  Master Demographic Records are accessible on the  Appointment Screen by clicking the    M    or by clicking the word MASTER on the navi   gating bar to the left of the E Chart     SEARCH FUNCTION    Across the top of the window you can still access another patient s record directly from    this screen in the same way you search for a patient when in the SEARCH tab     Type in part of the patient s last name  add a comma and the first initial of the given  name to bring up a list of patients to choose from  You can search by name  phone  ad     dress  health number or chart number in the same way     OSCAR User s Manual    28    Editing A Patient   s Record  Click    Edit    at the top of the patient s record to correct  add or delete information to his    her record     Swipe Card    Clicking on the    Card Swipe    button will bring up a small window  Swipe the patient   s  health card through the card swipe equipment and the information from the magnetic  strip with download to the window  Compare the information on the Master Demo     graphic Record and update the information  if appropriate   Out Of Province Patients    how to enter HIN     1  In    Patient Detail Record    enter the out of province health number in the HIN box     2  In   HC Type    click on the the drop down menu of the provinces  amp  select the correct    province     NOTE  There is a Reciprocal Health billing agreement with al
109. ke approximately 2   4 weeks upon re     OSCAR User s Manual    60    ceipt of your application  You will receive an EDT User Manual  and EDT User ID    and temporary password   WHAT YOU WILL NEED  e Modem  the direct dial access supports up to 56K modems    e Dial up communication software  MOH recommendation is HyperTerminal    which is part of Windows   e Telephone line capable of handling data communications    e OSCAR software has the program features to interface with the MOH reports    for this process  e Configure your communication software to dial EDT Kingston  613 544 3883  ADVANTAGES OF EDT  e Faster  supports up to 56K modems as of August 2002    e Easier  direct dial access connects directly to Government of Ontario Network    log on screen  e Easier  ability to attach manual review indicator  e Direct  direct data transfer  e Time  error reports in 48 hours  e Time  longer period after 18th of the month cutoff for submissions  e Time  receive RA files and reports from 5th to 7th of the month    e Cost Effective  direct dial access requires no set up fees or monthly administra     tive fees   e Choice of telecommunications provider  select your preferred long distance car     rier    OSCAR User   s Manual    61    POINTS TO REMEMBER    e Downtime of MOH server  Sunday 5 am to 7 am  e Password changed every 32 days    e Must check mail box within 95 days after sign up  amp  check the mail box regu     larly for it to stay active    SETTING UP THE CONNECTION    1 
110. l and the administrative view will appear in   stead of the regular appointment screen  If your primary role is something other than  Admin  but you have been given an admin role  as described in Security Functions  As   sign Role to a Provider   log in as usual  then click the  Admin  tab from the row of tabs at    the top of the appointment screen     ADMINISTRATIVE PAGE          Add a Provider Record Base URL Satting   Sewreh EtDelela Provider Records  Le or Sy Example   Add a Group No Record Age Sex Report   Search EG t Delete Group No Records Visit Repor   PCN Catchment Repor   Add a Preference Record for a User Flu Billing Report       Search EdtDelete Preference Records Ovemight Baich Eligibility Checking  Le Rs   Ad e Login Recor LC aem   Sanreh E t Dalete Security Resards p   Add A Role oscarDatabase Document Download   Assign Role to Provider     Assign Rale Rights to Object ssagns    Secunty Lag Kepart Messenger Group Admin    Schedule       Schedule Setting Upload a Farm  Upload an rage    Form Groups          Upload Schedule Of Benefits  Add Edit Billing Service Code oscartncounter  Add Billing Lacatan Select Forns  Manage Biling Farm Import F arm Data l P  Simulation OHIP Diskette Customize Disease Registry Quick List  Generate OHIP Diskette Customize oscatdeasurements  Billing Correction Misc  INR Batch Billing Demagraphic  Expert  Biling Reconcilliatan Update Patient Provider  EDT Billing Report Generator Insert a Template   Bis Status Sturdy  P ICP Xt up ciim
111. l provinces except Quebec   Quebec patients need to pay cash for the appointment and submit the receipt to the    Quebec Health system for re imbursement   Alert  amp  Notes Areas    Anything typed in the Alert box will show up in bright yellow in the    Make Appoint   ment    window to alert the receptionist during appointment booking  The notes area can  be used for various functions from keeping track of family members to reminders of re     booking dates for tests     OSCAR User   s Manual    29    ADD A RELATION    This feature can be used when the patient has relatives that are also patients at the clinic    and already have active medical files in OSCAR     Rte  IT    Name    Search    Relation   Name  MARS  KEITH   Relationship    Father 7   Substtute Decision Maker   Emergency Contact  Notes     Add Relationship    1  Click the    ADD RELATION    link next to OTHER CONTACTS in the main patient    detail record screen     2  A table of the patients already labelled as relations appears below a Search field  You    can delete any incorrect relative contacts  or search for new relatives     3  After entering a relative   s last name and clicking    Search     a list of possible matches    will appear  Select the ID number of the correct patient     4  Choose the type of relationship that this person has with your original patient  You  can also mark him her as the patient   s substitute decision maker or emergency con     tact     5  Click    Add Relationship     The ne
112. l user preferences    edit signature    edit groups    Y how to keep your OSCAR account secure    OSCAR User s Manual    Accessing OSCAR    How to log in and out of OSCAR from home and work    LOGGING ON    Go to http     www oscarcanada org   oscar users   demos to access the demo versions of    OSCAR     ecl   User Name     Password     Sign in    2nd Level Passcode     For estem ide Area Nebvotk occ ens    Most browsers wil probably work wth  OSCAR but the d evelopmer  team has  been permesity using the latest versions of  Frefoxand intemet Explorer The user   ipf eifac e assumes thatthe resolulion ot the   creenis atleast 1024x768    OSCAR MeMasteris copyighted and  trade marked by McMaster Unrvernty       Youcanredisiribute k andiormodtyit  und erthe tems of the GNU General Pubic OSCAR Service    I ens e vero 2M 1 SAE the  e t 2  License version da published bythe Free For more information  email to trudychiswell fastmail fm    Formore delata about the General Publie       Figure 2 1   OSCAR Login Screen    From Home     1  Go to www oscartools org    2  Go to the bottom of the page and click on your office logo    3  Log on with your personal logon  password and PIN    Outside access is given only  to designated staff because of patient confidentiality  You must use the PIN number in    the 3rd box when accessing your office remotely      OSCAR User   s Manual    At the Office    1  Log on with your personal logon and password   2  Select the group you want to work in t
113. lect the Desired Drug  gt  Step 3 Write the Prescription  Step 3 Write the Prescription    Prescription Details for PREGNANT BROWN       Custom Drug Custom Drug as needed     as needed for pain  on an empty stomach          until gone  Start Date 2006 05 23 before meals  after meals  Take l1     Tabs      PO 7    TID v  PRN    with meals   before meals and at bedtime  For  7 bd   Days zi as directed  Quantity  auto   in the morning     21  lt  lt     Calculated  21   in the evening  at bedtime  Repeats  0 v  No Subs  as needed for pain or itching    as needed for fever  as needed for wheezing  while awake    Special instructions    Custom Drug  Take 1 Tabs PO TID for 7Days    Qtiy 21 Repeats 0   l hour before or 2 hours after  before meals and at bedtime  lt  lt  with food    Apply to affected areas  RD   Apply sparingly Y  Update   Ubcate and Get New Drug   Upcate  Print anc Save    Pending Prescriptions       OSCAR User   s Manual    80    1  The final screen brings up selections to actually write the prescription  Make selec   tions from the drop down menus to customize the prescription for your patient   Note how the text in the    Special Instructions    box changes as you make your selec     tions     2  If the program does not automatically calculate the correct total for the prescription     click the  lt  lt  beside the    Quantity    box    3  Check    No Subs    or    PRN    if appropriate    4  To put    Special Instructions    in the box on the right  click on th
114. lect the type of    Service    from the drop down menu  eg Allergies  Cardiology     When you select the    Service    the program automatically narrows down the list for    the next area to only the doctors in that particular Service    Click on the next drop down menu for the    Consultant    to show a list of doctors to    match the Service you have chosen  Clicking the desired doctor will insert all the doctors address and phone information    Clicking on the next drop down allows you to indicate whether this appointment is     URGENT   NON URGENT or RETURN       Click on the drop down menu to the right for the  Send To  function  This function  sends the consultation request to the individual who does the booking of specialist    appointments in your office    Fill in the reason for the consultation and any other pertinent information of which    you want the specialist to be aware    Clicking on    SUBMIT CONSULTATION REQUEST    at the bottom of the screen will  send the    Consultation    to the  con  tab where the staff can pick it up to book the ap     pointment and print and fax a copy of the consultation     OSCAR User   s Manual    120    e Another option is to print the request and hand deliver to the staff booking appoint     ments   PRINTING THE CONSULT REQUEST FORM    1  Click on the    Submit Consultation Request and Print Preview    button to print the    form for processing    2  The    Fax Footer    button is to put the confidential fax footer information 
115. list can be made directly from this screen  by    clicking    Make Appointment    and selecting the correct date     riri UROGYN   For Oscardoc v        1 MM  BHB 416 666 5655 2006 05 03 22 53 43   Doless  Donald Zj Make Remove  Appointment    Close    FORM REPORT    The Form Report s features will give you the ability to create study reports on any of the    forms from the Encounter screen  Each form report needs to have captions added to the    database field names  as well as the fields of the database you would like in the report    selected  The current configured form reports at present are for the BC Antenatal Re     cord  Labour and Birth Record and the Newborn Record     1     2    4     D     Click on Form Report   Click on the desired report   Click on the filter limitations you would like   Select the desired date range with the little calendar buttons    Click on either the  Report in HTML  or  Report in CSV     e Report in HTML for a report that will display in OSCAR    e Report in CSV for a report that will display in Excel    e 1 in the report means   yes  0 in the report means   no    OSCAR User s Manual    113    THE CSV REPORT    1     If the CSV report does not automatically open in Excel  save the file to your hard    drive    Open the Excel program      Click DATA  amp  then GET EXTERNAL DATA    Click IMPORT TEXT FILE   On the FILE of TYPE dropdown and select ALL FILES   Find the file you saved to the hard drive  amp  double click on it   Under  Original
116. ll automatically come up as    Tel Progress Note    should    be changed to the type of document required  e g  ER visit on 2001 10 2      3  The actual encounter note will simply be a short summary  e g  otitis media  Rx  Amoxil 250 TID   10 days     4  File the papers with the scanned documents in an archived box  in chronological or     der and keep for legal purposes for the requird 10 years  DONE     e This is actually more readable than even scanning in and appears directly on the pro   gress note section for easy reading  You will find that less paper needs to be scanned    in  and reading the chart is much faster     Using E Forms in a Patient s Chart  ADDING A NEW E FORM  You can access the  Add E Form  screen from two places     e the Master Demographic page  under the Clinical Resources heading  click  Add E     Form     e the Patient Encounter screen  under the Clinical Resources heading  click  E Forms      then  Add E Form     OSCAR User s Manual    135    1  Choose the desired form from the list of the forms that are available at your unit  If  you have many forms  you may first narrow down the list by selecting the right    Form Group from the drop down menu at the top and clicking  View    2  Fill in the the form or write the letter needed   3  Add an appropriate subject in the Subject box at the bottom of the form     4  Click on the    SUBMIT    or    PRINT    button when finished completing the form  These    forms will now be a part of the patient   s ele
117. mark in the box beside the name s  that you want to add to the group    4  Clicking on the    SAVE    button will save your selection and bring you back to the   Admin  page    Step 3   Preferences    Only complete this step if you want the user to have a schedule on the appointment screen  ex     practicing doctors  residents  nurses  not receptionists   Otherwise  skip to Step 4     This section is used to set the hours of operation for the office and the length of the ap   pointments  You can further adjust the length of a provider s appointments within the    group in the    Schedule Settings       Adc afere  Provider No    Start Hour  8   End Hour   18  Period  min      15  Group No      Add Record       1  From the Admin Page  click on the  Add a Preference for a User  link  2  Type the person s provider number you assigned them in step 1  3  The Start Hour  End Hour and Period will have default values in them     4  Make any required adjustments to the default values  These settings will affect the  start and end time of the appointment screen  as well as the length of the appoint     ments   5  Enter the name of the group you put the new user to in step 2    6  Clicking    Add Record    will save the settings and take you back to the    Admin    page    OSCAR User s Manual    155    Step 4   Set Up a Password    A user   s password is their digital signature   they should choose it and use it with care  and not allow unauthorized access to systems logged in to OSCAR  
118. minj  15  Last Name  8LUTH GEORGE MICHAEL Search  31  Check Up  Reason  Notes   Location  Resources   Creator iDuck  33333  Donald Date Time  2006 5 19 14 33 11  Group Appt Add Appt  amp  PrintPreview Add Appointment Cancel R    3  In the NAME box  type part of the patients last name and click the SEARCH button  or hit the enter key    OSCAR User   s Manual    16    4  From the list generated  click on the grey demographic number for the desired pa     tient    5  Change the length of the appointment in the DURATION box  if needed  from the  default of 15 min to 30  45  60 min etc     6  Fillin the reason for the appointment and click ADD APPOINTMENT    BOOKING MEETINGS    1  Type the meeting information where you would put the patient   s name and save in  the same way that you would save a booked appointment  If you do not click the  SEARCH button  the program assumes you are booking a meeting and will put a    period in front of the first word     2  Click on the appropriate date using the CALENDAR button on the upper right cor   ner or click the month tab and select the date or advance a day at a time with the ar     row on either side of the date in the upper left corner of the screen   3  Clicking on the desired time will open a window to enter meeting details     4  Fill in the remainder of the information and click ADD APPOINTMENT to add to    the appointment screen   BOOKING GROUP APPOINTMENTS    1  Select a group that includes all of the providers that you are going
119. n   Double bookings will appear as bright orange vertical lines   You can make an appointment from this screen by clicking the desired day and    time to access the same    Make Appointment    screen as in the Appointment    screen     Clicking on the hyperlink of the date will take you back to the Appointment    screen for that particular date    OSCAR User   s Manual    20    CHECK SCHEDULES    1  From the Appointment screen  switch to the group you want by clicking on the ar     row beside the Groups box in the upper right corner of the screen     Click on the    MONTH    tab  This will show you which providers are in on each day    co      2  Select the desired group   of the month   Day Month Resource Search    1005 05    Sun Mon      Duc 3313 A dps  7  amp   Deck 049m   Durk 3333 7  8 304 pm  14 15  Dech SSS58 8 Sito   Dach 93333  8 He 4p onm  21 22    Meck  KEKER Aor   Drack  1133 78  Ap  2H 29  Daxk 35553541  4 920p    ach 33333  I  pa   Last Month 20964 April  wera Sua Mon Tue Wee  1  2 2 3 4 5  3 9 10 11 12  4 16 17 18 19  5 23 24 25 26  6 30    4  The program will default to the current month at the top with the previous month    Report Billing Lab Msg Pref 2006  0s  DL   Moy Dock 311313    Log Ou     Tue Wee Tu Fri Sy   2 3 4 5 6  Dekh S5553 P 3 30290 Det BAP pa   Durk 33333 9 5 99  490  Deck ARRA P  amp  Mito Dok 0033 58 ipa  9 10 il 12 13  Duck  JILL ieee  Dack  TE Opm   Duck 1311131  8 32 4g0  Dack J333A I 30 4pm   Durk 033333 7 8 324 pm  16 17 18 19 20  Duxck 
120. n about a patient  type their last name in the search  field at the bottom of the screen and click    Search Demographic     Click on patient s  number  then on  Attach Demographic  to choose the information you wish to send    with your message   4  Select the people you want to send the message to and click    Send Message     REFRESH INBOX  When you click this button  the program will retrieve any new messages from the server  SENT MESSAGE  Clicking this button with show a list of all the messages you have sent    You can use the    Forward    button if you want to send the message out again to another    person   DELETED MESSAGES    Clicking this button will show you all the messages that you have deleted from your  INBOX    OSCAR User s Manual    127    You can restore them to the INBOX by clicking the    UNDELETE    button at the bottom of  the page    ATTACHMENTS    1  To read an attachment  open the message by clicking on the link in the    Subject    col     umn  2  Click on    View Attachments       3  Click on    Expand All    to view all the information or    Collapse All    to minimize the    information view    4  When you click    Expand All    it will show patient demographic information that an     other health care professional has sent you    e NOTE  the attachments can only be added in the Encounter screen  The attachment  function is only used to send patient demographic information in a secure format to    another health care professional within the clin
121. ng Prescriptions     2  Click  Edit  to make changes  and    Delete    to delete the prescription     Info    pulls    up information about the drug     STEP 5   PRINT THE PRESCRIPTION    To print  right click on prescription  oscarRx ind select  print  from the menu     Step 6 Print the Prescription    mccbkt   McMaster Hospita  Hamilton   Hamilton LOR 4K3  Tel  555 555 5555    Actions    Create a New Prescription       cj     ui          Bac   to Oscar    May 23  2006 Print  PREGNANT BROWN  12 Mockingb rd lane  Pemberton V25 1V9    604 778 4593 Print  amp  Paste into EMR  304  778 4593    Drug Information  Custom Drug  Take 1 Tabs PO TID for 7Days  Qty  21 Repeats  0  before meals and at bedtime    Signature        mccb  t    1  From the STEP 1 screen  Click the  Save and Print  button   From the STEP 3 screen  Click the  Update  Print and Save  button    OSCAR User s Manual    82    2  Click    Print     If you wish for a record of the prescription to appear in you Encounter    notes  click    Print  amp  Paste into EMR     3  Your prescription is at the printer  ready for your signature   Custom Drugs    If you can   t find the drug you are looking for  you can create a custom drug prescrip   tion  This can be done from the screens for both Steps 1 and 2  as well as the link    I can   t    find what I   m looking for    on the step 2 screen     Warning  Only use this feature if absolutely necessary  as you will lost the following    functionality    e known dosage forms 
122. nks to the database     L     Click the  Sign Up  link under the heading  Join Us  on the main page     Fill out the registration form  You do not have to use your del icio us name and    password  but you can if you don t want to remember two sets of passwords     Please enter account information    Username  no spaces    Required    Password  Required  First Name   Last Name     Del icio us Username          Del icio us Password  23    E mail       In the upper right hand corner of the screen  another link has appeared named  Ac     count Settings   Click on this link     In the text box labelled  Import links with tags   write the name s  of the del icio us  tag s  you have predetermined to be used only for sites that you wish to be added to    oscarResource  Good tags to use include  oscarResource  OSCAR  oscaradd    OSCAR User s Manual    146    Username    Password  Note  Leave blank to leave unchanged  Turis   Username  pour    Del icio us     Note  Password not encrypted  do not use a  Password  password that s important to you     First Name  Preston    Last Name           Disable Import from    del icio us  Number of Links o  Contributed   Import links with oscarshare       Note  Leave blank to import all t  gs  tags  pscaronare Note  separate by spaces  Remove all my Note  Can be used in conjuncton with the    disable  links  import feature  Do not search  Search   Move     Jchan a Note  If there are no users  Michaala under  Search   then all  Move All   gt  gt  l
123. nths 270 Qty Repeats  4   ipitor 20mg 1 OD 30 Days 30 Oty Repeats  1 No subs   FOSAMAX   TAB 40MG 1 OD 14 Days 14 Oty Repeats  8      Allergies     PENICILLINS AHFS Class  SULPHUR COMPOUNDS  ATC Class          Appointment Notes       Submit Consultation Request Submit Consultation Request And Print Preview    3  The patients demographic information will pull into the form  prescription info from    the Rx program  and    Ongoing Concerns    from the encounter screen    OSCAR User s Manual    119    10     11     2 D  o     LI NR NN    New Consu tation Clicx 6     link to view Consultation Request Form  Status Patient Provider Service Referal Date  Pending  Specailist BROWN  PREGNANT chiswell  tudy Carc ology 2005 09 09  Call back  Pending  Patient BROWN  PREGNANT Duck  Donald Dermatology 2005 11 28  Callback  a BROWN  PREGNANT chiswell  trudy Cardiology 2005 12 03  Nothing has z   EE   mm anne 49 5  EES aa BROWN  PREGNANT chiswell  trudy Cardiology 2005 12 05  Nothing has BROWN  PREGNANT Duck  Donald Qohthal mology 2005 12 17  been done   x  Pending  Specallist BROWN  PREGNANT Duc    Dona c Ophthalmology 2005 12 17  Callback  Nothing h    BROWN  PREGNANT Duck  Donald Cardiology 2005 12 17  been done oooi   Cardiology    rumen     BROWN  PREGNANT Duck  Donald Cardiology 2006 03 02  Nothing has ces i z A            heen done BROWN  PREGNANT Duck  Donald Card clogy 2005 04 13  Nothing has        A     ane ARE 11  been done BROWN  PREGNANT Duck  Donald Cardiology 2006 05 11    Se
124. ntreal  Que     bec  This was one of the first programs developed according to the philosophy of    Open  Source   software with source code that can be freely used  changed and redistributed in    the interest of collaboration and progress     Originally designed with the objective of introducing a low cost  computerized medical  record system to primary care clinics  the system was customized to meet the specifica     tion of Provincial Health Care Programs  MUFFIN embodied a problem oriented     OSCAR User s Manual    patient centred and episode oriented philosophy in its development  implementation  and evolution  It was the beginning of something unprecedented in primary care infor     matics    the beginning of OSCAR     In 2000  prototype programming began and funding was pursued  In 2001  OSCAR   s  current capabilities and applications were becoming a reality  After only 14 months of  intense programming  OSCAR was launched at its first large clinic site on April 15   2002  Dr  Chan   s visionary leadership inspired the programming team to produce a dy   namic  interactive software at the leading edge of medical informatics and open source  clinical software  In just 2   years  OSCAR was brought from conception to completion     with an official release of version 1 0 on November 17  2002     OSCAR User   s Manual    2    Access  Preferences and    Security    In this chapter   Y how to access OSCAR from home and work    logging in and out  Y how to edit your persona
125. o name the page  type in the location of the office  OSCAR    SFHC   amp  press enter    4  Go to Favourites again  right click on the new link  5  Click on    send to     amp  choose    DESKTOP    at the next pop up menu  6  The new shortcut will appear on you desktop  ADDING OTHER SHORTCUTS TO THE DESKTOP  1  Right click on your Windows Desktop  2  Scroll down to New and then Shortcut  3  Either click on BROWSE or type in the path to the program  4  Click on Next  5  Type in the name of shortcut and click Finish  Setting Properties of Shortcut  1  Right click on the shortcut you just created    2  Scroll down to Properties    OSCAR User   s Manual    184    3  Click on the Program Tab   4  Beside the RUN  select    Run Maximized     5  Check the box beside    Close on Exit      6  Click on Change Icon    7  You can use one of the default Icons or browse to the location of an icon you have    stored on the Hard Drive    8  You can set up a specific configuration if you are doing a DOS program  but nor     mally this will be sufficient   9  Click Apply and OK    Back up OSCAR Files to CD    The following steps allow you to back up the data files in OSCAR on a regular basis  in  case of a critical fire or hardware problems  Hardware can be replaced and the software  re installed and set up by OSCAR technical support if the data has been updated on a    regular basis   SET UP THE DIRECTORIES  1  First set up a directory on the computer that has a CD burner    2  OR Make the dir
126. oday   3  If you are a provider  the screen will default to your personal appointment screen  LOGGING OUT    When you are finished for the day  LOG OUT from the appointment screen using the  Log Out symbol located to the right of the screen  Your password electronically signs  anything you have done in the program  Logging out ensures that no unauthorized per     son signs your name to their work     User Preferences    PREFERENCE  Start Hour   7 hr End Hour  25  117 hr  Period  10 min  VewEda Group No  999998    Update Close  Change Your Password    Edit your Signature    Figure 2 2   User Preferences Screen    EDIT SIGNATURE   Use this feature to edit the signature on the Prescription writing forms  1  In the appointment screen  click the    Preference    tab  2  Click on the    Edit Signature    link at the bottom of the window  3  The top line tells you what you are signed in now    4  Click on the    here    link to display a text box    OSCAR User   s Manual    5  Type in your desired signature into the text box and click on the    submit    button  6  Click on the X to close the next 2 windows    Note  If you haven   t yet created a signature  you should see the text     You do not have a    Signature set     VIEW EDIT GROUP    Customize your appointment screen view by creating a group of people that you will be    working with   1  Click on the Preference Tab  2  Click on the hyperlink     view   edit  Group No   To add a person to an existing group  1  Note the name 
127. odify the source code for a piece of software  the software evolves  People im   prove it  adapt it  fix it  without the constraint of copyrights and patents  Compared to  the slow pace of conventional software development  development of open source    software can happen at an astonishing speed     This rapid  collaborative  evolutionary process produces better software than the tradi   tional closed model  in which only a very few programmers can see the source and eve   rybody else must rely on a    black box    of code  Benefits of open source software include  increased security  ability to guard against viruses  and adaptability to grow the soft     ware with the organization  Open source software is more than cost free    it offers free     OSCAR User   s Manual    dom  The open source approach promotes rapid  software innovation  adaptation  reliability and  quality through open peer reviewed    evidence  based    evolution of source code  There is evidence  of a growing open source community in health  care and it is receiving proactive support in the    European Union and other countries     We   ve ensured that OSCAR meets the open source  definition established by the Open Source Initia   tive www opensource org  Open source software is  freely distributed and may be used for any pur   pose  The source code can be viewed  customized   developed  and redistributed  as long as contribu     tions allow further modifications and their distri     Software License    O
128. of the group to which you want to add a name  2  Go to the bottom of the window  3  Click on the New Group  Add a Member button  4  Type in the name of the group in the box at the top of the screen  5  Click the check box beside the person   s name that you want to add to the group  6  At the bottom of the window  click SAVE  To create a new group  1  Go to the bottom of the window  2  Click on New Group  Add a Member button  3  Type in the name you want the group to be called in the box at the top of the screen    4  Click the check box beside each name that you want to add to the group  5  At the bottom of the window  click SAVE    OSCAR User s Manual    Security    YOUR PASSWORD  amp  SECURITY  Your password is your digital signature   choose it and use it with care  A Good Password Is     a minimum of six characters in length    composed of alpha characters  both upper and lower case  and numerals    no alphanumeric character appearing more than once    not resembling a dictionary entry in any way    not based on a trivial pattern like a1b2C3 or a family name such as sheldon1      not written down   memorize it     CHANGING YOUR PASSWORD     loscarservice com   UPDATE PREFERENCES       re  o    PREFERENCE  StatHour7 w End Hour   23   17  r  Period h0   wn viewed Group No  099998      Update Close      Change Your Password  Edit your Signature    e AA http    oscarservice com   CHANGE PASSWORD    Enter your old password and then choose your new password  QU pda button when
129. ompletely connect to the server  about 10    sec  after the screen has come up   5  Right click on Network Neighborhood and down to Properties    6  Click on the Identification tab and verify that the workgroup field has the name of    the clinic workgroup  stonechurch     PROCESS OF ELIMINATION FOR TROUBLESOME CONNECTIONS    OSCAR User   s Manual    186    Try to restore the connection after each of the following steps     1  Check the network wall jack  Plug a laptop into the network wall jack and try to get    on the network    2  Check that the problem is not with the actual computer  Plug the computer into an     other network wall jack    3  Check the cable from the wall jack to the computer  Plug another piece of network  cable into the computer and text in the network wall jack outlet in another room if pos     sible   long network cable     4  Check network cable in the server room from the wall to the port on the HUB   Switch  Unplug the network cable for that room on the wall and replace with a known   good cable  Replace the network cable for that room on the HUB   Switch with the test  cable directly from wal to HUB     5  Test the port on the HUB Switch box by plugging into a known good port on the  HUB Switch    6  By process of elimination  if all of the above fail to reinstate a connection  the wiring  in the wall may be the problem  You will need to get a professional to test the wire    in the wall     OSCAR User s Manual    187    Frequently Asked Question
130. on the form    when faxed  3  To print the form  click the PRINT button    e FEATURE  Each of the information boxes will expand as needed by the quantity of    information entered into the form    Booking the Specialist Appointment    From the  con  tab on the top of the appointment screen  the staff booking specialist ap   pointments can pick up the request and process through each step  Both doctor and staff  can check the status of the task  from waiting for the specialist to call back  waiting for    the patient to call back and completion of the task     3                                                                  Edit Specal ss LiSUDS   eeiecr Team    View All v  Consultation Requests for this team  Start   FE End  fal Induce Comoletec E Search on Referal Date   Apot  Date y  Status Patient Provider Service Referal Date Appointment Date          1  Click on the  Con  tab to pick up the    Consultation    form and book the appointment    2  Click on the drop down menu to select the doctor or team you want or the    view all       selection to view the entire list of consultation booking requests    3  Clicking on    Consultation Requests for This Team    will display a list of consultation    forms needing to be processed    OSCAR User   s Manual    121    10     11     12     The letters under the    Status    column indicate the progress of the specialist booking   ND  nothing done   SR  specialist response  waiting for the specialist to call back with the appoin
131. or by adding each patient via the    clicking this link  See Chapter 6  INR Billing  Bill INR    After the patient has been added to the INR list  it is a simple matter of pulling up the  list for each doctor and clicking the check box for patients who need to be billed  See  Chapter 6  INR Billing    CLINICAL MODULES    Consultations    The consultation form allows you to request the booking of a specialist appointment for    the patient quickly and easily  See Chapter 10  Prescriptions    With oscarRx you can write prescriptions quickly and easily and keep of record of past  and present medications too  The program can also alert you to any allergies the patient  has  and informs you if there is a known problem with mixing two different medica     tions  See Chapter 7    E Chart    E Chart takes you back to the patient   s Electronic Chart  with all its features as de   scribed in Chapter 5    Tickler    The Tickler is a system that is used to remind staff to call or book a patient for a    repeat  procedure     as well as alerting staff of unpaid bills or any other notes they might need to    be reminded of  See Chapter 11    OSCAR User   s Manual    33    Send a Message    OSCARmsg is a secure messaging system within the intranet of the OSCAR clinic and  between OSCAR clinic sites  The functions work like many common e mail programs     See Chapter 11    CLINICAL RESOURCES    Documents    Viewing documents in the patient s chart  This link allows you to view any patient s
132. ork    See Invoicing via EDT for instructions on how to connect the GoNet     OSCAR User   s Manual    74    SENDING OVERNIGHT BATCH ELIGIBILITY    Send the file just created through GONET  The next morning  access the MOH GoNet    again to collect your report   UHIP   WSIB  amp  Refugee  For Ontario billers    The following contact information is for reference purposes and are not functions of  OSCAR     UHIP BILLING  Welton Beauchamp  Nixon Inc   WBN   Contacts  Clair  provider registration   Rachel  claims   641 Montreal Road  Ottawa  ON K1K OT4  1 800 565 0484  Submitting to UHIP  1  Put card number in OSCAR in    Additional Notes     for reference   2  Fill out form completely  3  Patient fills out section 1  2   amp  3  put holder   s UHIP number in upper right corner   4  Have card holder sign section 3 and date  5  Put provider   s label on section 4    6  Doctor fills in section 5 with OHIP code and diagnosis  signs and dates    7  Use the OMA Service Fee instead of OHIP    OSCAR User   s Manual    75    Patient   s Ceiling    The cardholder has  1M for the life of the insurance  The decision is up to the doctor if  they want to charge the OMA or OHIP fee schedule  The patient could run out of cover     age if they have a major illness   Registering Doctors    When the first completed form is sent in by a doctor  UHIP will automatically create the  doctor   s number  The doctor   s UHIP billing number will be on the first cheque for fu     ture invoices submitted    
133. oscar users will be searched  Searching Users  Lainan  default    lt  lt   Move All  8p3ul3457  azulay  crystal     Submit    5  Click    Save       STEP 3 ADDING OSCAR RESOURCE LINKS    When you find a website or page that contains information you feel could be helpful to  OSCAR users  for example  a page on a new medication or the results of a medical re     search study   you can add it to your del icio us account     1  Click your  post to del icio us  or  tag this  button  depending on what browser you    are using   2  Write any notes that may help others understand what the site is about    3  Most importantly  type in one word tags that categorize the page  you can think of  tags as keywords or subtopics that would help other users understand the content of    this page  Separate each tag with a space  In order to add your links to the OSCAR    OSCAR User   s Manual    147    resource database  you must include your special oscarResource tag that you identi     fied in Step 2     e As you start adding links  your special oscarResource tag will show up as a  Recom   mended Tag  when you add other links  This means that you won t have to remember  and type in the tag every time  Instead you can just click on the tag and it will be en     tered automatically  This applies to all commonly used tags     e Once you have added a link with your oscarResource tag  it will be added to the os     carResource database by the following day   STEP 4  MANAGING YOUR LINKS IN OSCAR  C
134. ot see these docu   ments in the eDoc tab when they log in    Document Description  Type a short descriptive name for the file  users will see this  name in your eDoc window    Create Date  is put in automatically    Creator  is put in automatically    Click  Upload file  beside the File Name box    Click the    Browse    button to search for your file on your hard drive      Click on    Upload    once you have selected your file      When you are back at the    Add Document    screen click on    SUBMIT    to add the file    MANAGEMENT TIPS    For documents that need to be scanned  scan documents first into a local folder with a    short name  Then upload each scanned document giving more explanatory names in    the    Display Name     Best text files to add  PDF  Acrobat file   RTF  Rich Text Format  or html file     Best type of picture file  JPG   GIF   BMP   PNG or TIF    OSCAR User s Manual    134    MIGRATION TO ELECTRONIC FORMS  amp  NOTES    Doctors who wish to start migrating towards a paperless office have often done so in  the summer time  Lower cost staffing is possible at this time of year  since students are  available to scan paper charts into PDF files and upload them into the patient s elec     tronic medical records     1  Small handwritten records on scraps of paper in the file  like home visits or nursing  home visits  are typed in as an encounter note  date of the note entered and then       Sign  Save  amp  Exit        2  The    Reason    field  which wi
135. p  enter  e This password must be changed every 32 days  system will prompt you   e Must be between 8   16 characters in length  e Cannot repeat characters  e g  01010101 if OK  but not 11001100   e Cannot repeat the same password within a one year period  4  Press enter to bypass the Ministry Information Screen and begin EDT  FUNCTION KEYS IN GONET  amp  THEIR PURPOSES    The GONET software works in DOS  which uses key commands instead of the mouse     eu E  On  FUNCTION KEYS PURPOSE    3   EXIT ESC   3 Exit to MAIN menu    4 BACK ESC   4 To go BACK one page  if more than 10 items     6   FOR  ESC   6 To go FORWARD one page  if more than 10  WARD items        OSCAR User   s Manual    65    OO  ONS FUNCTION KEYS PURPOSE    8   SELNEW SHIFT   8 Select files with a   to download to delete  9   DELETE ESC  9 Delete files marked with a      10 DOWN   ESC   0 Download files marked with a    LOAD    SEL EE File selection area      selected   STAT ee File status  U   undelivered  amp  D   delivered     SENDING AN INVOICING       1  At the next GONET screen  select   3 for    Ministry of Health Menu    amp  Select   1 for     Send Claim File       2  Press the enter KEY once to get to    file name     amp  enter the EDT filename created when    you ran       OHIP INVOICING    in OSCAR     amp  enter again  3  When  PLEASE BEGIN UPLOAD NOW  appears on the screen  4  Go to    TRANSFER    on the Main toolbar and click on    SEND FILE       5  Click    BROWSE    and select the appropriat
136. pdate Record     ADD A ROLE    Type the role you wish to add until the search box  If itis found to be a New Role  click    Save to add it     ASSIGN ROLE TO PROVIDER    OSCAR User s Manual    First Name  admin  Colleen  David  David  doctor  doctor  Donald  Donald  Glenwood  IT  James  Julie  Linny  Lisa  mark  Mickey  mikey  Morgan  Morgan admin  Morgan recep  recepbonist    Last Name  oscaradmin  Kirkham  Dolittle  Dolittle  oscardoc  oscardoc  Doless  Duck  Fairview  Support  EC  Care  Zon  Greeting  weiss  Mouse 44444  mikey  Price  Price  Price  oscarrep    165    m  o  5    admin  coctor  coctor    admin  coctor    coctor    receptionist vY  receptionist Y    nurse    receptionist 7    doctor  admin  receptionist 7    receptionist Y    LLL BLU    i  i    Add     gt   gt   ajja  ajjaja    Add  Add  Add  Add  Add  Add  Add  Add  Add  Add    BEEREEEEEEEEEEEE        gt   a  a    Add       a  6  23    Update      Update     Update     Update       H    Update     Update     Update       if    i  2  8    i  i    Update     Update      i    9  E  3    j       Update       i    S  E  2    Update    Update      i       i    Update    Update      i  i    Update      i    Update      i    Update      Hi    Update      i    Update l     Update      i    Update l                earch    ete    I    ete  ete  ete    ete    331p    ete          ete          ete               ete       e  s       I    ete  Delete  ete                  Delete      Delete                        1  Searc
137. ports for doctors during that time period  just change the doctor   s name  and click    CREATE REPORT       e You can view these encounters directly from here by clicking on invoice number in the    ACCOUNT column    OSCAR User   s Manual    73    e Or you can print the report and then look at them individually from the    BILLING  CORRECTION    link    Health Card Version Codes  For Ontario billers  Validating with Overnight Batch Eligibility    Many hours are spent in chasing patients for correct version codes to re submit a bill to  the Ministry of Health  MOH   Overnight Batch Eligibility allows you to get a jump on  the process  The file is sent to the MOH the night before  and the report is picked up in  the morning from the web  allowing the receptionist to approch the patients who have  invalid health cards before the appointment  Patients can then be given the information    to contact the MOH to rectify the problem   1  Log in as Administrator  2  Under    oscarREPORT     click on    Overnight Batch Eligibility Checking    link    3  Click on the    Begin Date    link for the calendar to enter the begin date from the ap     pointment screen    4  Do the same to the    End Date    to give the date range that you will be sending to the  MOH    5  Click on create report    6  Right click on the file name  select    Save As    and save to the directory you are keep     ing these files to up load to the MOH  7  Click    Close this Window     CONNECTING TO THE GONET Netw
138. r    Search For    should be used to select what information you  wish to see in the report  and the various menus and boxes on the right are used to  limit your search  For example  if you wanted the Year of Birth for every person  named Joe  you would click the checkbox for Year of Birth on the left  and enter       Joe    into the First Name box on the right     3  Under the title    WHERE    you can select the following filters to the report IF  NEEDED   Age   you can qualify a specific age or an age range  First Name Last Name   you can export the data for just 1 specific patient by typing  their name here  Spelling must be exact to what is in the Master Demographic file    Roster Status   you can specify here if you want to make a report of all the patients  with a specific roster status  Tick off the desired one   Sex   you can specify if you just want to do a report on Male or Female patients   Provider      This allows you to create a report for just one specific doctor  Patient Status   you can select either ACTIVE patients  INACTIVE patients or if you  don t click off any  you will get both active and inactive patients   Order by   This function allows you to set what order you want the patient records  displayed in   first name  last name etc   Limit Results to   allows you to set a limit on how many patient records you want in    each report     4  Click    RUN QUERY     the report will take a little time to run  depending on the crite   ria selected   SAVE QUERY
139. r   e Rejected batches contain an R and a reason for rejection   e Examples of claims Batch Edit rejection messages include      Trailer record missing     Batch header missing       Invalid counts in trailer record    OSCAR User   s Manual    71       Creation date  gt  system date     Creation date invalid or not YYYYMMDD    e You must regularly check your mailbox  download and read all your claims output    reports  including the claims Batch Edit  The other claims related reports are        Claims File Reject Message   only sent if your entire claims file is ejected  normally    sent within hours of claims file submission        Claims Error Report   notifies of rejected claims  normally sent within 48 hours of  claims file submission to allow reconciliation of errors and resubmission of claims    within the monthly billing cycle        Remittance Advice   normally sent between the 5th and 7th day of the month to    allow prompt reconciliation of accounts     REPORTS    The RA reports show the detailed report of which encounters were paid  any additional  errors that got past the    Machine Readable Error Report     a summary report of the cur     rent payment  and an OHIP Messaging report     1  Click on the    ERROR    link and print to correct and re submit  via Remitance Advice  inquiry  any invoices where possible and manually reconcile the remainder that are    paid at less or more than invoiced    2  Click on the    SUMMARY    link to see and print if desired all b
140. rBilling    service coce Dx Code Select form   oo2     Mara     Hoes t2 Premiun      rmx DIJA  A LA 04A  4 PULA j  u PUA  ws PULL  see MX 4     CIJA ADU  E Coe AL 3    CoA X DO SS  PIJA i KA 3  KULSA J  A KIA OIDA  KA 0A  base 13 Ku  ESTA 24 KIPA    KA    Ko    4  For Service Codes  select the correct billing screen from the drop down menu at the  top of the screen and click    MANAGE       5  There are 2 columns for each service column in SERVICE CODES  the 1st column is  the actual billing code and the second column relates to the order the code will view    to the user     6  Replace  delete or add any new code you want to the boxes and give new codes a    display view number for the order it will be displayed on the billing form  7  When finished  click on UPDATE button on the lower left of the screen  8  Click    Close this Window     ADD A BILLING FORM  1  Click on    Manage Billing Form    in the BILLING section  2  Select    Add Delete Form from the drop down menu    OSCAR User   s Manual    168    3  Click the    MANAGE    button    oscarBilling    o service code C Dx Code Select form Ago  xxr Form     Manage    Service Type iD     Service Tyoe Name  Se  vce Type Mame        Groep  Name Kroui Nane  Gr  s 2 Marie     2 nate  Group J Name Kirous J home  ACC form    803  4  505  we  507  EL    09   10   11  LELI  vy  AN  PSY  TRA  xxx       4  Inthe 5 boxes to the right of the screen  enter a 3 character code for the    Service Type     This is an internal code and you 
141. raphic    Records    In this chapter   V how to access OSCAR from home and work    logging in and out  Y how to edit your personal user preferences    edit signature    edit groups    Y how to keep your OSCAR account secure    OSCAR User s Manual    The Patient Detail Info screen contains all of the patient   s demographic information     billing and appointment history  You can add billings  documents  prescriptions or    forms from this screen  for example  Also  learn how to find an existing patient and how    to add a new patient record   Searching For A Patient  1  From the Appointment screen  click on the    SEARCH    tab     2  The program will default to a      NAME    search     3  Type in part of the patient s last name  then a comma and then the 1st initial of the    patient s first name     4  Click the    SEARCH    button or press the    ENTER    key     5  When the list of names comes up  click on the    Demographic ID    button to bring up    the Patient Master Demographic information     SEARCH FOR PATIENT RECORDS    Search    Name Phone DOB yyyymmdd   Bluth Search Inactive All    Address   Health Ins      Chart No  Results based on keyword s    Bluth  i s  gioco Last Name First Name Chart  e DOB yyyy mm dd  Doctor eos eu  Phone  x  36 Bluth Buster M 1970 09 30 E  31 Bluth George michael M 1987 06 15 EE  35 Bluth Gob M 1970 02 07 _  34 Bluth Michael M 1969 01 14    Create a new Demographic  Please select by clicking on the patient s demographic id for details 
142. rce Database   ABOUT DEL ICIO US   del icio us is a website where users can keep a systematic list of their favourite links and  bookmarks  As a user  you can keep your links organized using a tagging system  plac   ing each link under any number of categories in order to find it later  Your set of links    are available for others to view and you can find more websites about topics you enjoy    by looking through others  lists     The OSCAR resource website uses the del icio us accounts of contributors as its source  for all the information in its database  ANYONE can contribute  The database s effec     tiveness as a clinical resource improves with each new user s links and files   For more information on how del icio us works  go here  http      del icio us  help   STEP 1  CREATING A DEL ICIO US ACCOUNT    If you wish to contribute  you first need to register  http     del icio us help   and create    an account with del icio us  Follow all the registration instructions as prompted     e When choosing a username and password  pick something that you won t mind if  other people see  Do NOT use a password that you also use for other more secure    sites     e Make sure you install the two toolbar buttons when prompted  These are essential for    using del icio us     OSCAR User s Manual    145    STEP 2  CREATING AN OSCARRESOURCE ACCOUNT    Go to the oscarResource website to create a user account  This account will be used to    automatically add all of your oscarResource li
143. rea    wi peat    Ondo  we or  n don ta 2008 18 41 by Chen  Joel  a a tac ASI an  En tee     eee       Figure 5 2   Progress note text field  OSCAR User   s Manual    37    WRITING A NEW PROGRESS NOTE    If a new note text box is not already at the bottom of the progress note field  click the  New Note icon  Click anywhere in the white space of the new progress note text box at    the very bottom of the progress note field and begin typing   Changing the date    If you are typing a note for a different day  you can choose the date from the calendar    next to the word Date at the bottom of the note   Saving as you type    As you type your note  it will automatically save in case the screen accidentally is  closed without properly being saved  You should also save the note yourself as you    type  by clicking the Save icon at the bottom of the field   Adding reference to ongoing health issue    You can use this feature to  tag  a particular encounter note as being involved in the  treatment of a particular ongoing health issue for your patient  This will allow you to  selectively view only the notes which are tagged with a certain health issue  Ex  all pro   gress notes which pertain to a patient s diabetes   To view the list of ongoing issues for a  patient  click the Assign Issue icon on the lower left corner of the progress note field   This list includes all of the current issues when are listed at the bottom of the right  menu bar  You can also add a new current issue by 
144. reating Lists of Favourite Links    After you log into your oscarResource account  your new homepage has space for you  to add lists of links that you find the most helpful  This is especially useful when you  want to quickly find information for a colleague or patient at your clinic  since you can  quicly access oscarResource from the Encounter or appointment screens  then easily    find the information desired in your favourite links     1  Click  Add Object   Object is just another word for the box containing the list of  links     Header Name     Object Class  objectl  purple  v  Object Width  px  200px is ideal     Number of Links  links    Tag     Add  Add    OSCAR User s Manual    148    2  Fill in the Add Object form   Header Name   ex  My Favourites  Patient Handouts  Medical News  Object Class   the colour of the box s border  Object Width   unless you know what specific pixel size you desire  just fill in  200   Number of Links   how many links you want the list to include  Tag   the name of the tag  keyword  that you wish for all the links in your list to in   clude  For example  if I wanted a list of family medicine websites  and knew that     fammed  was a good tag for finding these sites  I would type  fammed  here   3  Once all the fields are filled  click  Add      TIP  If you want to create a  My Favourites  object that includes only your favourite    mon    links  create a unique tag that other users aren t already using  ex   smithfav    joelink     Add th
145. report is used to find appointments that have gotten lost in the system because the    start time hasn t any time in it caused by an entry problem  This usually only happens    at the time of migrating a new database into the program     L     Select the provider  amp  the date  Click on    Bad Appt Sheet    hot link to create the report    Click on the PRINT button to print the report and search for the appointment to cor     rect the error    OSCAR User   s Manual    105    PATIENT CHART LIST  1  Select the provider from the drop down list    2  Click on the    Patient Chart List    hot link to produce a patient list for the selected    provider    PATIENT CHART LIST Print   Exit   Duck Donald    Last Name First Name   Chart No  AMMARY KAMIL   BLOGGS FRED   BOB BILLY JOE   CEPEDA RENALDO   JOHNSON DORTHY   KHAN FARQUAR   MARS VERONICA   MM BHB   TESTER KONG   WHITE JACK    OLD PATIENT LIST    This report is a snapshot of the data base that is updated on a routine basis for the pur     pose of creating patient lists with an age qualifier   1  Select the provider from the drop down list    2  Enter the age that you wish to be the lower age limit for the list  i e  all patients will  be older than the age you enter     3  Click on the    Old Patient List    hot link to produce a patient list for the selected pro     vider    OSCAR User   s Manual    106    NO SHOW APPOINTMENT LIST    This report can be used to print a list of patients who did not show for their appoint     men
146. ress is the address of each individual PC and is unique for each PC sta   tion  The fourth block is unique for each PC and varies from 2 to 99  e g     27    in IP ad   dress 192 168 42 27     9  Press OK    10  If any of the above mentioned addresses have a problem call the Computer Techni     cian   UPDATING INTERNET EXPLORER   Internet Explorer needs to be updated at various times for OSCAR to work efficiently   1  With Internet Explorer open  click on Tools in the Menu bar  2  Click on    Windows Update     3  When the MS Windows Update screen comes up click for your version of Windows    4  Install Critical Up   dates first if there are Frequently Asked Questions    any   y Q  I can   t print to a network printer and see files on the    5  Check on LE  Serv  network  public folder  General Information       ice Packs and download l i    A  Make sure you log in using the appropriate password  accordingly m    when your computer starts up   Pressing  Cancel  on the  6  Click to accept all log in screen won t give you network access       keep   POP eae   ep Q  A message comes up saying   incorrect password  when    ing in mind that the OS  I try to log in   being updated has a  proper license  A  Make sure Caps Lock is off and try again     7  Click when it comes    up with a message saying the computer needs to restart for the changes to take effect  OSCAR User   s Manual    189    
147. rom the patient s e chart  use the oscarDB tags  shown below in the HTML rules    NOTE  Make sure all of the HTML rules explained below are met for each tag of    your form  or the data in your form may not be saved     8  With each new element  preview the page in your internet browser to make sure the  length  location  etc  is correct  If you wish to see what the form will look like when    printed  you can click  Print Preview  in your internet browser     9  Repeat steps 5 7 until the form is complete  Test the form by filling out every text  field and checking every checkbox  then printing the form  You may wish to erase  unnecessary boxes and lines from the form image in a photo editing program  ex     Paint   now that electronic boxes are now in place     10  Before you add your e form to OSCAR     OSCAR User s Manual    139    e Change your image source to  lt IMG SRC    oscar_image_path imagename gif  gt      this will allow OSCAR to find the form image when pulling up the form     e Remove the mouse cursor location JavaScript from your code     From    lt     SCRIPT GIVES THE MOUSE COORDINATES   lt script type  text  javascript  language  javascript        var isIE   document all true false         lt  script gt     HTML RULES    1  These tags are designed for users to use if they want certain fields to be automati   cally filled out with information from the patient s chart  Copy the tags directly in  the HTML file for the wanted items     2  The name of each text
148. roup  e g  doctors   4  Click the    Submit    button   5  Click the people you want in the group    6  The default will pull through from the previous group  If there are any people that  you DO NOT want in this group just take the check mark off beside their name    7  Click    Update Group Members    button   8  When finished editing  close the window and go back to the Admin page  oscarMsg   You can also view or send mail in administration through the  Messages  link in this  section    E Forms    See Chapter 12 for information on creating and using e forms in a patient s chart     Once you have clicked on any one of the functions in this category  you may navigate to  any of the other functions using the small navigation bar in the upper right corner or    the screen    OSCAR User   s Manual    174    UPLOAD A FORM    Type in a form name and subject description  then click  Browse  to find the e form you    wish to add  Click  Upload  to add the form to the directory     UPLOAD E FORM    Form name    Subject  File name Browse  Uo  j 2790 ees  Form Name Subject File Form Date Form Time Action  Hab ery ineo i veios a   Reotiat voice  ht  2005 12 17 10 33 33 De ste  Me Ser sector E soc Nam zc 00S  0  19 54 Dect  Genera Mote uc Gerners ict Ot   y2l Dc cic  vie  vo bC work 0502 1 47 Lewis  One     73 vr  Mr Miss 6 3 DOS  E  amp  1  Dese  Teper Carts Tre ern L DO  a 15 24 De   it  Su iver are ooy S ncs z DO   214 20 Dc cic  ent eu xm DOR I 20 33 Deel  CURT OT 67 sw fae Oper s 
149. rse resident admin     receptionist v   Specialty   Team    Sex F M       DOB yyyy mm dd    0001 01 01   Address   Phone  home     Phone  work      Pager    Cell     Other Phone   Fax   Provincial Insurance     3rd Party Billing     Billing     Alternate Billing     Specialty Code     Group Billing      Self Learning Username     Self Learning Password    Status  1   Add Provider Record    Enter the provider number you wrote down from the previous steps  Fill in all the appropriate information for the new user    Type  from the drop down menu  select the user s role in the clinic  If they have  more than one role  choose their primary role  For example  if you wish for a doctor  to also be an administrator  select Doctor here  then in Step 5  Assign Roles to Users  add the admin role    Note  Even though you have chosen the user s role here  you also have to assign that  same role to them in the Security section of the admin view  This is outlined in Step  5 of the New User Setup  as well as more details on the access available to each of  the roles      Specialty  Example   FM for Family Medicine     Team  Example   A  B or Docs      3rd Part Billing    This field is used when an outside company does the billing for    an office or clinic  This is usually the group number for the billing agency     OSCAR User s Manual    153      Billing    This field is used if the individual is a doctor and would be their Ministry  of Health billing number  There are billing function impli
150. s  Q  I don   t know where my print page went     A  Click Start  Settings and then Printers  for Win 98   Me 2000   to see which  printer has the check mark on  Your print page went to this printer with the check  mark on  To change it  right click on the printer you prefer and select the    set as de   fault    option     For Windows XP Click Start  Control panel then Printers and Faxes  once here fol     low the same instruction as above   Q  I printed to the appropriate printer but nothing printed out     A  Pull the mouse pointer to the bottom right hand corner of your screen and dou   ble click the printer icon  Highlight the item s    if more than one  select the first  item and press the shift key while pressing the down arrow to select all at once  and  press delete  Try printing again     TROUBLESHOOTING FOR INTERNET ACCESS    The following are steps to take if the users are complaining about not being able to get a    connection to their e mail    REFRESHING IP CONFIGURATION  1  The screen can be accessed by following this sequence   2  Click on the Start button and then  3  Type winipcfg  all in Open box and Hit OK    4  Select the network adapter for your PC from the drop down list in Ether Adapter    Information   5  Click Release All to release all the Addresses    6  After they have all been released  press the Renew button to renew the addresses   OSCAR User s Manual    188    7  The default Gateway and DHCP Server addresses is 192 168 42 130    8  The IP Add
151. s  type in a pass   word   ensure the password is something that you will remember at a later date  Once  you sign and save that note  no one will be able to read or edit the note unless they have  the password  When you unlock a note  make sure you repeat the locking process when    you are finished to ensure a continued higher level of privacy     Cumulative Patient Profile    The patient s CPP is located above the progress note field  separated into four boxes  So     cial History  Medical History  Ongoing Concerns and Reminders  These are used to pro     OSCAR User   s Manual    39    vide a brief summary of essential information about the patient  Any information added  in these boxes will automatically become a Current Issue which can be referenced in    any encounter note        Figure 5 3   Cumulative Patient Profile boxes    Adding a new item to the CPP    1  Click the plus sign in the upper right corner of the box to which you want to add  the item  A text box will pop up  in which you can type as much as you want  It is rec   commended  however  that you keep each item as brief as possible  so that you can view    the whole list quickly and easily     2  Click the  hard drive  icon to Sign  Save  amp  Exit     OSCAR User   s Manual    40    Editing an old item    Click on the item you wish to edit  A text box will appear where you can edit the text    of the item  Be sure to Sign  Save  amp  Exit when you are finished     If you change your mind about editing the i
152. st  click ADD SERVICE    2  Type in the service you want to add in the box    3  Click on the ADD SERVICE button    ADD SPECIALIST      Click on ADD SPECIALIST      Type in all the pertinent info for the new specialist  NOTE  DO NOT type a return  enter  in the address box  It will cause an error in the    program      Click ADD SPECIALIST button    ADD DOCTOR TO SERVICE GROUP      Click on SHOW ALL SERVICES      Click on the specialty of the doctor you have just added      You will see a list of all the specialists  Click on the checkbox beside each doctor that  should be in this SPECIALTY group    DELETING A SERVICE    1  Click DELETE SERVICES    2  Select the checkbox beside the SERVICE group you want to delete    OSCAR User s Manual    123    3  The doctors that were in this group will still be in the list  so be sure they are in an     other group    4  Click the DELETE SERVICE button    OSCAR User   s Manual    124    11    Communication    In this chapter     Y how to send messages within the clinic using oscarMes     senger    read and reply to messages    attach documents from a patient s chart    Y how to use the Tickler reminder system    OSCAR User s Manual    125    oscarMessenger    OscarMsg is a secure messaging system within the intranet of the OSCAR clinic and be   tween OSCAR clinic sites  The functions work like many common e mail programs  It    also allows providers to send e documents to one another   ACCESS    e From the appointment screen  click the   
153. sted for WSIB  Affix a label to a copy of the let   ter with the appropriate WSIB code    OSCAR User   s Manual    77         Prescription and Prevention    In this chapter   Y how to write electronic prescriptions    save commonly used prescriptions  Y how to use MyDrugRef      receive relevant information about drug interactions    from trusted sources    Y how to add and edit patient drug allergies    OSCAR User s Manual    oscar Rx allows you to write electronic prescriptions  prompts you to create an allergy profile to  avoid prescribing the wrong medication  and alerts you to bad drug interactions with multiple    prescriptions    Access   There are four ways to access the oscarRx program   e Click on the Rx of the patient   s appointment bar     e After finding the patient using the Search tab on the appointment screen  click the Rx    next to the patient   s name     e In the patient   s Main Demographic Page  click    Prescriptions    under the    Clinical    Modules    heading     e In the patient   s E Chart  click the Prescriptions heading at the top of the right side bar    menu     Note  OscarRx is not usually accessible to those with receptionist permissions        EE EMEN    Special Step 1 Search For Drug  Edit Pharmacy Step 1 Search For Drug       Patient Demographics    Allergies      Name  PREGNANT BROWN Age  49 Prefered Pharmacy    SULPHUR   Send To Personal Health Record  Favorites  Amoxil 500 Patient Drug Profile  Print   Amoxil 500mG  Aralen 250m Rx Dat
154. tem  you may Exit without saving by    clicking the  door  icon   Accessing old versions of an item    When an item is edited  the old version is saved  and can be viewed by clicking the    link next to rev in the lower right corner below the icons   Removing an old item    Click on the item you wish to delete  Click the  scissors  icon to remove the item from    the CPP     Side Bar Menu Functions    oscarEncounter provides many functions beyond patient history and progress notes   This section will briefly discuss each of these functions  which can be viewed in the  multicoloured side bar menus to the left and right of the CPP and progress note fields   These menu bars give you easy access to other parts of the chart and other resources  while you are in this area  Some features add various documents to the patient   s elec   tronic chart  others give you access to clinical resources and Internet resources without    ever leaving the E Chart area     OSCAR User   s Manual    41       Figure 5 4   Side bar menus of oscarEncounter    ADDING A NEW ITEM    For all of the following features  click on the plus sign to the right of the feature heading  to add a new item in that feature  For the FORMS and MEASUREMENTS features  hov   ering your mouse over the plus sign will produce a list of all the types of items you may  add  For example  in the FORMS feature  a list of all possible forms you can add will    appear  from which you can click on the form type you wish to add     LE
155. the files you want to download    3  Mark all the undelivered items  U  with a    by pressing  shift   8     OSCAR User s Manual    68    4  Press Escape and then 0 to start the download   the files will transfer to an auto     designated folder    5  Once the download for that screen is complete  the screen will return to the Main    Menu to start the process again until all files are downloaded  6  To delete all files already downloaded  press  shift   8  to select the files again  7  Press Escape and then 9 to start to delete  answer    YES    to delete    8  Press Escape   3 to exit from the EDT system and you must close out the screen to    disconnect the modem  READING THE FILES DOWNLOADED FROM GONET  1  Log into OSCAR Admin Screen  2  Click on    EDT Billing Report Generator     amp  click    Browse    to find the file on your HD  3  Click on the file  4  Click on    CREATE REPORT    to view and print the report    5  You can use    EDT Billing Report Generator    to view and print all reports other than    the RA Report  FOUR TYPES OF FILES TO DOWNLOAD    e Remittance Advice     P    files     This file replaces the yellow diskette you received in the mail    e Claims Error Report   E  files   This report will be available in your mailbox 2   3 days after a submission  You    will no longer receive in the mail as a printed document  These files are proc   essed through OSCAR     e Claims Batch Acknowledgement Report     B    files     This report is available the day 
156. tment   PR  patients response  waiting for the patient to call back for their appointment in     formation     Click on the hot link under the    Service    column to open the patient   s Consultation    request    This will open the patient   s Consultation request to proceed with booking an ap     pointment    Continue with the normal procedure for booking a specialist appointment for a pa     tient  Clicking the hot link  Appointment Date    will cause a calendar to pop up    Clicking on the appropriate date for the appointment will insert the date into the    form    Before clicking on  completed   print the document to fax to the specialist office  in     structions above     When  completed  is clicked  the consultation will disappear from this list and be  displayed in the patients master demographic record when the  Consultation  button    is clicked     The    Consultation    form can be viewed again for information by clicking on the       CONSULT    button in the Patients Detail Record accessed through the    Search       Edit Specialist Listing    These instructions are for editing the specialist list that appears in the Consultation    Form     OSCAR User s Manual    122      From the Appointment screen  click on the  con  tab  then click on EDIT SPECIAL   ISTS LISTING      Click SHOW ALL SERVICES      Check to see if the category of service you wish to add to is already in the list    ADD SERVICE    1  If the service you are looking for is not on the existing li
157. to access a calendar  3  Clicking on a day will insert the date into the date box  4  Click the    Create Report    button  5  You can continue to create one of the other types of reports by clicking on another    type of report button and clicking    Create Report    again    OSCAR User   s Manual    96    Manage Provider List For Visit Report    This gives you a complete list of all providers  past and present  drawn from the    Pro     viders Records    at the top of the Admin Screen   1  Click on the    Manage Provider List    link on the upper right corner of the screen    2  Click on the checkmark box beside each person you want on the report and in the    team you want them to show up  3  When you are finished  click on the    Submit    button at the bottom of the screen    PCN CATCHMENT REPORT    The PCN Catchment Report is a program written for doctors who are part of the Pri   mary Care Reform Health payment module  This report is used as a double check to  make sure patients outside of your allotted area have not been rostered in error  The pa   tients showing on this report would have to be de rostered and seen on a fee for service    basis     Print oscarReport   PCN Catchment Area    eee   1        ee    ALL       1  Under oscarReport click on the    PCN Catchment Report    link    2  This will automatically check the database and display a report of patients with    postal codes outside your perticular PCN Catchment Area only    3  The report only shows 50 pati
158. ton to bring up    the Patient Master Demographic information   NOTE  Clicking on the day tab will automatically return you to the current day   JUMPING TO ANOTHER DAY  e In the MONTH view  Click on the arrows to the left of the date on the upper    corner of each monthly calendar to advance one month forward or backward    OSCAR User s Manual    In the MONTH view  Click on the number of the month   s date to show that day    in the appointment screen    In the DAY view  enter the specific date in the boxes in the upper right corner of    the screen and click on the GO button to jump to a specific day    In the DAY view  click on the word CALENDAR to access the Calendar win   dow and click on the desired day to jump directly to that day on the appoint     ment screen  The current day will show in orange     FLIP VIEW    In the appointment screen     To view many days of the appointment screen in order to look for an appointment space    with a specific provider     Click on the small round button to the left of each provider   s name at the top of    the screen  This view gives you a month at a glance    Click LAST MONTH or NEXT MONTH at the bottom of the list to advance to    another month or alternatively  use the arrows beside the provider   s name    All the providers in that group are displayed in a drop down menu on the up     per left of the screen and can be accessed by clicking on one    Booked appointment slots will be displayed as greyed out boxes with a minus  sig
159. ts  You can then use the report to send letters to patients    1  Select the provider  amp  the date   2  Click on the    No Show Appointments List    hot link to create the report  3  Click on the PRINT button to print the report   CONSULTATION REPORT   This report gives a list of requested consultations and their status   1  Click    Consultation Report    in the Report tab   2  Select the number of months from the drop down menu    3  Select the provider from the drop down menu    4  Click    UPDATE REPORT          Patient Name  AMMARY  KAMIL   Consultations Consultation Documents  Referal Date Service Specialist App  Date Document Description Date  2005 02 12 Neurology 2006 06 02   2006 03  1t Cardiology trudy  chisel 2006 01 01  Patient Name  BOB  BILLY JOE   Consultations Consultation Documents  Referal Date Service Specialist App  Date Document Description Date  2906 02 17 Cardiology 2006 01 01    LABORATORY REQUISITION REPORT  1  Click  Laboratory Requisition Report  link in the Report tab  2  Select the number of months from the drop down menu  3  Select the provider from the drop down menu    4  Click    UPDATE REPORT       OSCAR User   s Manual    107    Patient Name  AFZAL  TANVER  Laboratory Requisition  Requisition Date   2006 02 16   Patient Name  BRAVO  DELTA    Laboratory Requisition  Requisition Date  2906 05 28    DEMOGRAPHIC REPORT    This is a powerful reporting  data base  This function can    tient data for 1 patient that c    Search For    Demographic 
160. typing it into the text box to the  right of the Assign Issue icon and clicking the  Assign Issues  button  This will not only  tag the current progress note with that issue  but wil also add that issue to the Current    Issues list on the right   Signing and saving    When your note is complete  you can Sign  Save and Exit by clicking on the Sign Save  and Exit icon  The note will now appear with your signature at the bottom  and your  name will be listed among the Editors    OSCAR User s Manual    38    Verifying a resident s note    If your clerk or resident has written and signed a note  you can Verify and Sign the    note as well by clicking the Verify and Sign icon     EDITING AN OLD PROGRESS NOTE    Click anywhere in the white text box of the note you wish to edit  The cursor will ap   pear and you can begin to edit  Be sure to save the note when you are finished editing  using Save  Sign Save  amp  Exit or Verify  amp  Sign  Your name will now also appear among    the names of Editors at the bottom of the note   Accessing unedited version of old note    All previous versions of the note will still be saved in the patient s Encounter  You  can access these versions by clicking the blue link next to Rev in the bottom right corner    of the progress note     OTHER FUNCTIONS IN THE PROGRESS NOTE FIELD    Printing  Click the Print icon to print a copy of the encounter note you are currently    editing     Locking a note  Click the Lock icon  Into the text field that appear
161. ueries  person   alizing your search of patient demographics  Similar to the Demographic Report Tool in    the Report Tab    Enter    Query                Ecit My Favorite select demographic_No  first_name  last_name from demographic    OR  Select from my favorites    Demographic Name    Load Query        Query      e Select from past saved queries by choosing from the drop down menu  then clicking   Load Query     e You may view your query history and edit your favourite queries by clicking on the    corresponding links on the upper left corner of the window    AGE SEX REPORT    A   Select provider  Rostered Not Rostered Tote Duck Donald   Create Report      Service Date Range ogin Dat   End Dat    Date  2006 5 25 Unt  Home Viet Physcan  1957       OSCAR User   s Manual    This report gives you the statistics for the number of patients in each age group and each sex for    a practice     L     9     There are 3 types of reports you can select  Rostered  Non rostered  and Total    Click the check box beside one of the above 3 for the type of report you want to cre     ate    Select a provider from the drop down menu or select    all providers    if you want a    report on all the doctors in the office   Select a begin and end date by clicking on the word links to get a calendar   Clicking on a day will insert the date into the date box   Click    Create Report    button   To the far left is the age range   Across the top give you the division between male and female    The   
162. um is not present and you DO know the code   simply enter it into one of the three boxes under the heading  Other service      procedure   premium codes  and enter the number of units billed     OSCAR User s Manual    50    e Ifaservice procedure  premium is not present  and you DO NOT know the  code  use the code search on the lower right corner of the screen to bill up to    three additional codes  then enter the number of units billed   DIAGNOSTIC CODES    e Click on the link labelled  Diagnostic  to view a list of common diagnostic  codes  and choose the appropriate diagnosis    OR you can do a diagnostic code search in the box below   DIAGNOSTIC CODE SEARCH  This search engine accepts both diagnostic code numbers and text    e If you know the numeric diagnostic code  type it in the box and click the dx    code search button to retrieve it from the data base    e Using text in the diagnostic search engine  type part of the diagnostic word in  the box and click SEARCH  using only part of the word will give you a longer  list     e  f there is only one match  it will put the diagnosis in the box  if there is more    that one match  the program will give you a list from which to select  e Clicking on the number link of the desired diagnostic code will insert it into the    bill    SENDING THE BILL    1  Once you have made all your selections  click the CONTINUE button to view what  you have billed    2  This gives you the opportunity to EDIT the bill if you forgot something 
163. uments    All paper medical documents related to your patient should be scanned and uploaded    here  for easy access     Lab Result    Menu of all lab results for this patient  This is where you can view a patient s labs after    they have been acknowledged from the Appointment Screen Lab Tab        OSCARmsg is a secure messaging system within the intranet of the OSCAR clinic and    between OSCAR clinic sites  The functions work like many common e mail programs     OSCAR User   s Manual    From here  you can send messages to other members of your clinic  and attach relevant    parts of your patient s chart  ex  lab results  prescriptions  etc   See Chapter 11       Measurements    Document vitals and other information about the patient that is commonly measured at    each visit  ex  blood pressure  height      1  Hover your mouse over the plus sign next to the Measurements heading and select    the measurement you wish to document  ex  blood pressure           N    In the Measurements window  select and follow the desired measuring instruction   For example  if the type of measurement is exercise  you can select either    Yes   No   or  min  week 0 1200   If you select the former  you just enter Y or N into the value    box  if you select the latter  you would enter in a numerical value     CE eem NN  Tre  meneuriog instruction vaio Eovwemmcagy o mmm O    Alcoho        C veniti no 2006 5 23  up    sit ng position 180 20 2006 5 23    calculators   Diet  V vec  No no 2006 5 23
164. will mark and archive the paid    claims    OSCAR User s Manual    70    ACCESSING THE BILLING ARCHIVE    At the end of each year  all the billing files that you have sent to the Ministry of Health  will archive automatically  To access these files for checking purposes when correcting    bills  click on the    GENERATE OHIP DISK    link and click on    SHOW ARCHIVE      Remittance Advice Reconciliation Window   EDT CLAIMS BATCH EDIT REPORT   From MOH  November  2001    e You will receive fast notification of your claims batch acceptance or rejection via the  EDT Claims Batch Edit Report  This report acknowledges receipt of each batch in a  claims file and notes if the batch was accepted or rejected  The Claims Batch Edit Re     port is sent usually within 24 hours of a claims file submission     e This report is your only notification if a batch is rejected or accepted  Rejected batches    must be corrected and then resubmitted     e Your claims Batch Edit Report will show the number of claims and records received   the batch process date and the message showing acceptance or rejection  When a batch    is accepted you will see    Batch Totals  or a blank if there is a sub total line     e Claims Batch Edit Reports for accepted batches which contain both HCP  WCB and  RMB claims will show three lines  namely  one line with HCP  WCB totals  online with  RMB totals and one line with batch totals  If only one type of claim is represented     only the batch totals line will appea
165. wnloads   copy the path in the address box at the top of the screen and paste in the    Place re     ceived file in the following folder    box   this will hold for future download sessions     e To begin a HyperTerminal connection from this screen  click on CALL   gt  CALL   amp  DIAL    Invoicing OHIP    For Ontario Billers    CHECKING BILLING BEFORE SUBMITTING TO MOH      Login as Administrator    Under    BILLING     click on OHIP Simulation to give you a report to check the billing    for errors before you submit invoices to MOH      Select either all providers or individual providers    Click on create report  this process takes a few minutes     You can either print this report and go through the invoices one by one or visually  check the bills for obvious errors  When finished checking the billing  proceed to  creating the MOH invoice disk     OSCAR User s Manual    63    CREATING BILLING FILE TO INVOICE THE MOH    1     Under    BILLING     click on    Generate OHIP Diskette     if your practice is a group  it  will read     Generate OHIP GROUP Diskette     Select either all providers or individual providers      Click on    CREATE REPORT     this process takes a few minutes     When the window comes up with the list of files  you can save the OHIP files to disk  to send to the MOH  and the invoice files to a local directory      Right click on the OHIP Filename for each doctor   select    Save Target As    and send    file to the A drive  to save the OHIP file to a 
166. xt time you bring up the patient s detail record  the  person you just added will appear under the heading OTHER CONTACTS     PDF LABEL    The    PDF Label    button pulls up a pdf version of the patient   s label     OSCAR User   s Manual    30    PRINT LABEL    The    Print Label    button allows you to print any number of the 5 types of labels for the    patient s files  laboratory requisitions or mailing labels        New Patant Label    Copy to Clipboard 1  N 2c 1234569 t  s232 02 15 f  MARS  VERONICA NEN  123 Sesame St  jaa  200  Neprtuze  BC  KIO   cs E  Dome  b24 555  5555 Copy to Clipboard      I  1588 02 15 F Spo px  S4SE78  23 456 AZ    Dr  Duck 33333  Donald height  145 px  123 Sesame Zt  Copy to Clipboard 1   i  epture  BC  KIO 405 gap o px  123 Sesame St  Copy to Clipboard 1  7   Me gir It  223 Sesame St   Beotuce  DO  KIO 465    533 72 1   ca F EM mo 12345673 32123 456   Copy to Clipboa nz 1  bog  555 5558    EE Pritt Preview  Print   So O    e Place a check box and enter the quantity for any of the types of labels you wish  to print  and click    Copy to Clipboard        e Clicking  New Patient Label  will automatically enter in the number of labels    that a new patient in your clinic needs for their file     e The location of the text and the size of the label can be adjusted using the text    boxes under the heading  Location      e Click    Print Preview  Print  when you are ready to print the labels  then click       Print        OSCAR User   s Manual    
    
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