Using Transactor Patient Statements
Contents
1. Tet 01424 777877 f you haveany queries regarcingthe ft or performance of your appliance you Ensi suspot rasecte co uk Souldcontad the prescribingdentist for further information Patient sName Nem cfFrescriber GinicNameandAddress O O a Sae 394 Old London Road Hastings Sussex TN35 SEF a a a Tet 01424 777877 1 3 TOOTH DENTURE CLASP x2 This complete appliance has been wholly manufactured within the EU Our attention isdrann to the folowing atemert Tis is acustamrrade medical device hat has been rranufad uredto satisfythe designcharacteristics and properties specified bythe prescriber for the above named patient Ths medicaldevias is intended for exci us veuse by thispatient and corforms tothe mlevant essential requirerentsspeafiedin Annex of theliedical Devices Directiveand the United Kngdomn Medica Devices Tiss aternert doesnot appl yto medical devicestha have bean repalredand ar refurbished for an individual patient suae To Print a Patient Statement automatically on Book Out This assumes you have set up printing on confirm action See Patient Statements Set Upl 44 e Ona Main Form select a previously Booked Out job e Click the Printer Icon on the Tool Bar or choose Action Print F5 Chapter 1 Patient Statements 8 Patient Statements Confirm Action D Book Out Job Charge 4 Doc Ne 1387 Save the current job as Booked Out Charged and set invoice date si g Delivery Note to Practice A4 v T2. GIN1 or ORIGIN2 codes are found on the job along the list of manufacturers NB even if your lab currently does not out source outside the EU you can leave this second message intact it just won t be used See below To change the company logo Preparation place your company s logo image file into the C tran61 lab exe folder on your PC The file type must be either bitmap BMP or Windows Meta File WMF The filename must be less than 8 characters with no spaces so for simplicity rename your file to logo bmp or logo wmf The image should have been supplied by Chapter 1 Patient Statements Patient Statements 1 your graphics designer as a high quality graphic to the correct intended size With the correct logo file you should have pin sharp printouts indistinguishable from pre printed stationery e Inthe Printout Type Properties e Inthe Pictures group box enter the logo s file name eg Logo bmp into the box below the one containing PForm wmf e Enter approximate X and Y position pixel values about 100 1CM from the top left of the paper to the top left of the logo You will need to experiment to get this right e Choose Close Print a Patient statement to the Preview Window to see your logo s positioning and go back to Printout Type Properties to adjust your X and Y values until correct PATIENT STATEV ENT DentaLab Limited 17 High Street Battle East Sussex TN33 OAE i Te 014244 Reduce the X Pos Email sales value
3. User s Guide Using Transactor Patient Statements 2010 Pearce amp Robinson LTD all rights reserved Contents Chapter 1 Patient Statements Patient Statements Set Up Setting up Manufacturing Location Origin codes Printing Patient Statements 10 New Document Setup Chapter 2 10 Contact Us O oan a Patient Statements 1 Transactor has the ability to print a Patient Statement which conforms with the MDD 93 42 EC with minimum fuss lf your system has already been configured for printing your labs Patient Statements skip now to Printing Patient Statements 6 If your jobs don t get outsourced to Non EU labs you don t need to do anything other than print the Patient Statement Just see Patient Statements Set Upl 2 on how to make your template look the way you want it This default Patient Statement will contain the simple declaration the complete appliance has been wholly manufactured within the EU If some or all of your jobs get outsourced to Non EU labs then you need to setup manufacturing locations so that the appropriate ORIGIN code s can be added to Jobs See Setting up Manufacturing Location Origin codes 5 Origin of Manufacture The statement must declare either the complete appliance has been wholly manufactured within the EU or not been in which case the manufacturing locations must be listed By default Transactor will print a Patient Statement with the simple All within EU declaration How
4. adt the prescribing dentist for further information Patient sName Nam ofFrescriber GinicNameandAddress SSS O Mk Tom Beresford BOS Staton Road Dental Practice 394 Old London Road Hastings Sussex TN35 SEF a a Tet 01424 777877 15 03 10 Alc 44 Doc 15337 Description Typeof Appliance Quantity Gade 1 3 TOOTH DENTURE CLASP x2 ORGN CFM ANUFACTUREDEDLARATION This complete appliance has been wholy manufactured within the EU tatomert Tis is acustamrrade medical device that has been manufaduredto satisfythe designcharacteristics awi properties specified bythe presc ber fr the above named patient fe RP IT heer arnt ard corforms tothe mievant essential requrementsspecifiecin Annex of theledical Devices Directiveand the United Kingdom Medica Devices Faguations This aternert doesnot applyto medica devicestha have bean repalrediand or refurb shed for an individual patient susa Also See Patient Statements Set Up 2 Printing Patient Statements 6 MHRA document Guidance to Changes to the Medical Devices Directive 93 42 EC with respect to custom made devices statements Terms MHRA Medicines and Healthcare products Regulatory Agency MD Directive Medical Devices Directive The Medical Devices Directive covers the regulatory requirements of the European Union for Medical Devices Patient Statements Set Up This topic will guide you through setting up an A4 Patient Statement To invoke the Printout Type Properti
5. by about 100 to If you have any queries regarcing thefit o paformanceof bring the logo 1 CM ta your appliance you shoul d contact the prescri bi ngcertist for the left further irformetian To add or change the background image Preparation The default image PForm wmf is already located in in the C tran61 lab exe folder on your PC Your graphics designer may modify this or produce another The file type must be either bitmap BMP or Windows Meta File WMF The filename must be less than 8 characters with no spaces so for simplicity rename your file to PForm2 bmp or PForm2 wmf The image should have been supplied by your graphics designer as a high quality graphic to the correct intended size e In the Printout Type Properties e Inthe Pictures group box enter the new background image file name eg PForm2 bmp into the upper box currently containing PForm wmf e Choose Close Print a Patient statement to the Preview Window to see your new background image s positioning and go back to Printout Type Properties to adjust your X and Y values until correct To configure printing a Patient Statement automatically on Book Out e From the Tools Menu choose Printing Setup Printing on Confirm Action e Add Patient Statement A4 or A5 to the Printout Type list e On the required check boxes in the correct row and choose the Output and number of copies Chapter 1 Patient Statements Patient Statements 1 Usual pr
6. endation The author assumes no responsibility w ith regard to the performance or use of these products All understandings agreements or warranties if any take place directly betw een the vendors and the prospective users Every effort has been made to ensure that the information in this manual is accurate The author is not responsible for printing or clerical errors The product described in this manual incorporates copyright protection technology that is protected by method claims of certain U S patents and other intellectual property rights This user manual w as created with Help amp Manual Index A Automatically print patient statements 4 C Configure Patient Statements 4 D DAMAS 1 MD Directive 1 MDD 1 N New Document Setup 10 O Origin codes for other Manufacturing locations P Patient Statement 1 Patient Statements 2 Printing Patient Statements 6 5 Index 13
7. es for the Patient Statement e From the Tools menu choose Printing Setup Printout Type Properties e In Printout Type choose Patient Statement A4 or A5 Chapter 1 Patient Statements Patient Statements 1 Printout Type Properties Page Format A4 210 x 297 mm x Detal ines 0 Stast row offset 10 Font size 7 16 10 Row gap 0 50 fo Style ales Totals dat ppeicase e range Statement date range ru Address Statement monthly Pictures Sumenaty Invoice monthly File name amp extension Sumeaty Invoice date range Pictwe fles should of bmp or wn XPos YPos Xo tangi lab exe PF orm umt i40 i50 as As 1 foldes Logotmp A I0 picture factured within the EU This complete appliance has not been wholly manufactured To change the Declaration Statement e Inthe Printout Type Properties e Change the text in the Message area e Choose Close This is the Simple All EU message Message This complete appliance has been wholly manufactured within the EU This complete appliance has not been wholly manufactured within the EU Other Manufacturing locations are This is the multiple origin message There are two messages encoded in this box By default a Patient Statement will be printed with the first simple All within EU declaration This is the text before the Divider as shown in the above image The second non EU message is the one Transactor will print if ORI
8. ever if ORIGIN1 or ORIGIN2 codes are found on the job Transactor will automatically replace this with the non EU statement and print the list of manufacturers PATIENT Anderson B SHADE D7 NOTATION R 6 Maryland Rochette Bridge Study Model Zang Chi Dental Lab 21 Block ZangLang Ind Pa Bejing China SS ORIGIN1 If a lab normally out sources work to outside the EU then Transactor can be setup to include ORIGIN codes automatically on each job thus saving tedious data entry If a lab always needs to declare non EU manufacturing locations then it may change the background image of the template to contain the required information so that ORIGIN codes don t need to be used A4 and A5 Templates There are 2 templates to choose from A4 and A5 Both can cater for the simple case All within EU or multiple non EU manufacturing locations The A4 template has space for up to 3 manufacturing locations in the bottom area The A5 statement is more compact with space for up to 2 manufacturing locations The Origin Declaration text can be customised The background image for the form the other form text labels and the company logo can be replaced with the lab s own images Chapter 1 Patient Statements 2 Patient Statements High Street Dental Laboratory PATIENT STATEMENT East Sussex TN33 0AE Te 01424 777877 f you haveany queries regarcingthe ft or performances of your appliance you Emel suppot rasect co uk SOuldcont
9. inting when Actioning documents from this PC Printout Type Condition Action r Output To r Copies 2 3 cy psg 5 8333 S28 2552 0 53 OD xssCP BERG OE SS rel a ite SSBBaesszreest je ter G 0O 0O C i a a a ea ed e Job Ticket A4 A ACCO Pie zf Invoice A4 i 7 m m m m m m Credit Note 44 7 e D pva weeds Delivery Note to Practice A4 ai BXUUsE S U Sp Patient Statement A4 7 mA Kuue z e Click Close e When you book a job out in future you will be automatically prompted to print a Patient Statement Also See Setting up Manufacturing Location Origin codes 5 Printing Patient Statements 6 Setting up Manufacturing Location Origin codes If your lab uses other Non EU laboratories for all or part of the manufacturing process then these need to be listed on the Patient Statement for the job that it concerns This is done by adding a product lineitem onto the job with a code of ORIGIN1 or ORIGIN2 etc Each manufacturer must have an individual origin code The presence of an ORIGIN code on the job will signal Transactor to use the Non EU declaration and list the manufacturers on the Patient Statement To add or change Origin codes for other Manufacturing locations e Ona Main Form blank or a job being modified click in the Code column and press ENTER e Inthe Products and Services dialog in the Find by Code box enter ORIGIN1 e Inthe State box choose NOTE Cha
10. o Pie O M fi copy x Patient Statement 44 To Printer if copy x To Print a Patient Statement with Non EU Manufacturing Locations This assumes you have set up one or more ORIGIN codes See Setting up Manufacturing Location Origin codes 5 e Ona Job being modified in a blank row in the lineitem area enter ORIGIN1 in the code column and press ENTER PATIENT SHADE NOTATION Maryland Rochette Bridge Study Model Zang Chi Dental Lab 21 Block ZangLang Ind Pa Bejing China e Book out the job as usual e Inthe Confirm Action dialog in the Output group ensure Patient Statement A4 or A5 is selected as one of the documents to be printed e Choose OK Chapter 1 Patient Statements Patient Statements 1 PATIENT STATEV ENT DentaLab Limited 17 High Street Battle East Sussex TN33 0AE Tel 01424 775007 Email sales trarsactor co uk If you have any queri esregardingthefit or paformanceot your appli ance you shoul d contact the preseri bi ngdertist for further Informatian B Anderson Mr P Kelly BDS Robertsbridge Dental Surgery 69 High Street Robertsbridge East Sussex TN32 5AP Tel 01580 123457 manos oova OOOO Joy Ge Maryland Rochette Bridge Study Model ORIGIN OFMANUFACTURE DECLARATION This complete appliance has not been wholly manufactured within the EU Other Manufacturing locations are ORIGIN1 Zang Chi Dental Lab 21 Block ZangLang Ind Pa Bejing China Your tertionis drawnto the folo
11. pter 1 Patient Statements Patient Statements 1 Products and Services Eind by Code ORIGINI Fmd State NOTE Note If ORIGIN1 already exists this will be listed so just right click it choose Properties and check the details are correct then skip the rest of this topic e Click Add New e Enter the manufacturing location name and short address There are limited characters so you may need to abbreviate e Choose OK and then Select Onto Form to verify it looks ok on the form PATIENT Anderson B SHADE D7 NOTATION R 6 Maryland Rochette Bridge Study Model Zang Chi Dental Lab 21 Block ZangLang Ind Pa Bejing China That s it You now have the ability to register other Non EU manufacturing locations involved with the Job and your Patient Statement will reflect this fact Also see Printing Patient Statements 6 Printing Patient Statements To Print a Patient Statement e Ona Main Form select a previously Booked Out job e Click the Printer Icon on the Tool Bar or choose Action Print F5 Chapter 1 Patient Statements Patient Statements 1 Confirm Action YD r Output Patent Statement A gt To 1 cory z Print Document Issue printout request s for the current document e Inthe Output group choose Patient Statement A4 or A5 to Printer or Preview High Street Dental Laboratory PATIENT STATEMENT 17 High Street Battie East Sussex TN33 OAE
12. tarting a REEE The following LINE NOTES will be added Line note code Description PATIENT SHADE NOTATION x R E From here you can customise the level of pre set details you want to record with each e New Job e New Credit Note e New Query You can specify up to 6 line notes that will be automatically added to a new blank document ie when you choose Action New Job New Credit Note or New Query Select the line notes from the dropdown lists To remove a selection choose the blank entry at the top of the list Website Contact Us www transactor co uk Telephone sales amp technical support Telephone technical support is available only to new customers in the trial period and Premium Support customers 01424 777877 Write or visit Chapter 1 Patient Statements Contact Us 2 Pearce amp Robinson LTD 17 High Street Battle Sussex TN33 0AE Tel 01424 777877 NOTES Sales amp Support Telephone Mon Fri 0900 1700hrs excl Bank Holidays After your free Premium Support period is up you can purchase 12 months renewal from www transactor co uk Chapter 2 Contact Us 11 2010 Pearce amp Robinson LTD all rights reserved All rights reserved Product and company names mentioned in this manual may be trademarks or registered trademarks of their respective companies Mention of third party products is for informational purposes only and constitutes neither an endorsement nor a recomm
13. wing st 4 ement Thisis acustormmademed cal devi cethal has been manufactured to satisfy the desi gn characte sti cs and properties specified by thepreseriber for the above named patiert This medical deviceis intended for exclusive use by this patient and conforms to there evant essential requirements sped fiedin Annex of the Medical Dev ces Orectve and the Urited Kingdom Med cal Dew ces Regul ations This dateanant doesnot anoh to medical daio thal neve ben rpari ard or refurbished for an individual patient suse By the way the ORIGIN codes you see on Transactor s Main Form won t be printed in the items area of the Patient Statement Transactor picks up these details and puts them neatly into your Declaration List Clever stuff don t you think See Printing Patient Statements 6 for a example print out There s more things you can do to optimize your process and save repetitive typing You can decide whether to manually add the ORIGIN product code onto Jobs as and when required or to setup Jobs so that one or more ORIGIN codes are automatically on new jobs See New Document Setup 10 Chapter 1 Patient Statements 10 Patient Statements 1 New Document Setup You can configure Transactor to automatically have a certain layout on the screen when a new job is started Any of your existing predefined Line Notes can be made to appear in the new job Choose New Document Setup from the Tools menu New Document Setup When s
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