Vizit Pro User Manual
Contents
1. Arecent PwC survey of 101 hospital leaders revealed concem about balancing IT expansion with budget cuts One fird of respondents said they have Deen asfosd to reduce thar IT spending by more than 10 pacent Sixty seven percent said they anScipate making turther reductions in IT capital and or operating expenses in 2009 nel _rta nr border met lawe te Ao raro re 1 an Vizit Pro User Manual 3 Wits wy i i CLI CI MI A Gios the kti amour of he VAT Sa le fe i gt T tf Oo booms ett Thee n yoor tera Chee las __ gt Houn O D purchases niri acqpustoro mn pcdi aw bba merecme ton off IC te bas show bhe agi eecteeieg VAT ot pou inte ootpute jeappiies of goods and services techie cero cated aromi ase and EC batpies Mors oca 0 bow T thew Tra vatum Arg VAT of af vas MOUS pushastes of goods ard servires ew retarted ene pa gt cortracd price Tha fees crowd sciare wal 15 Vizit Pro User Manual Document Thumbnail Controls no Clicking the Re Arrange or Delete icon on a selected document opens up the Document Thumbnail window Use Document Thumbnails to visually navigate through a document or to make changes to it Magnification X 4 Use the Zoom In and Zoom Out icons to change the magnification of the thumbnails Highlight a Thumbnail Selecting a thumbnail highlights it with a solid color Re Arrange Page Order TIFF and image based PDF documents can be ea2. Merge into this document Allows for other compatible documents to be merged into the selected document Vizit Pro User Manual 14 Vizit Pro User Manual Close Tab MEW PAHCEIL Merge into this Document 2001 Viewing Documents Side by Side be This feature allows users to view two open documents side by side Users can view two separate documents or two versions of the same document Each document has its own set of page controls The Synchronous Scrolling feature allows you to scroll down both documents at the same time to compare the documents 3 Medical Claim tif Doing more with less pdf f Doing more withless pdfwi lt CI S s amp n v ofB sy NsSymehronousSeroling CQ i 2 n S o wW E W Www Doing More with Less How can healthcare providers cut IT costs in today s economic climate Heakhoare leaders respond to a tough challenge How can om vtiers tufili to Chama acimiteatrationi drective wb erp men oso ctronic heat reco eis HRs el ose boon tenes The toderzi poo mmo amp preszurina haagis do enoto ri cegarizatoni wide EHRs whin a Syri lene ana Fricew aterho ussCo opers PwC analyses show that an average 800 bed hospital that implements an EHR by 2011 could receive more than 6 milion in incentive payments from stimulus package tunding Al the amo ine OKs am under pressure to Produce ooormiiny expenses amd capital IT ponding
3. around the area to zoom into Selection ey Best Fit Use this icon to maximize the document page width or height in the viewer Fit Height Use this icon to maximize the document page height in the viewer 44 First Page Use this icon to go to the first page of the document Use this icon to go back one page in the document Use the drop down arrow to select the page to view The total number of melect Fage pages is displayed to the right of the field Next Paqe Use this icon to go forward one page in the document Fit Width Use this icon to maximize the document page width in the viewer Vizit Pro User Manual 5 Vizit Pro User Manual n ne Icon Description Last Page Use this icon to go to the last page in the document E 2 Use this icon to refresh the document ocument ni Use this icon to generate a side by side document comparison Edit Tab Toolbar Icon IconName__ IconDescription O O Z O S CB ee omesse OA e mesmo mene sismi I sostenne me ome e ani dal esami eee cere sso te A Di Use this icon to re arrange or delete pages r Use the Split by to split the document Use the drop down arrow to DHSGROLI select the number of pages to split into separate documents Vizit Pro User Manual 6 Vizit Pro User Manual Annotations Tab Toolbar Annotations fe ousi egs0Bx E icon IconName__ IconDescription O O Z O O S OB ee eemnes n am ommesmameme sm O ee E re Provides t
4. ee a dio ea Patient s Address 555 First Street E Medical Claim_002 tif a beni talia E CI Tad IA LI City Anytown ee h State Province OH g i ill UH ZipiPostal Code 12346 Patient Relationship to Self Li Insured ms Page 1 ofl Fi ed o a H Annotation Tree Di FS a H rr era i r bia Document Explorer Annotation Tree Panel Vizit Pro User Manual 4 Vizit Pro User Manual Toolbars Vizit Pro has three sets of toolbars each on its own tab e File tab e Edit tab e Annotations tab File Tab Toolbar d aM i CEQ EG es Es as bi eon icon Name con Description ina Emails the link to the document in SharePoint using the Vizit Pro viewer Document Export as PDF Exports the document as a PDF dal _ _ Prints to the default printer Use the drop down arrow to select the print Print mode l lt gt Print with Annotations lt gt Print without Annotations Read Barcodes Detects the presence of barcodes and identifies them Use this icon to move the selected document page within the document viewer Use this icon to for zooming into the document page Use this icon to for zooming out from the document page 7 Zoom Mode changes the mouse cursor into a zoom control A left click on oom the mouse will zoom in and right click will zoom out Ge Actual Size Use this icon to size the document to the actual resolution of the page Zoom To Use this icon to draw a rectangle
5. Document Viewer You may split up the document into as many individual documents as there are pages in the document The new document will copy the properties from the original document rename the document and save the document into the same document library Vizit Pro User Manual 19 Vizit Pro User Manual Annotations Annotations fe E EFI TE Annotations are created by first choosing an annotation from the Annotation toolbar and then clicking and dragging across the area of the document where you want the annotation to appear After an annotation is placed it can be dragged around the page and resized using the grips that appear when selected A brief explanation of each annotation may be found in the Toolbar section Formatting Annotations FA HIT incentives rock and a ha Tools Health Ressarch Institute 3 Healthcare information technology Properties Annotation Tree 34 Page 1 34 Will Husa Rock and a Hard Place a Shape Fill ls Shape Outline LI Move to Front Hih eae 1 Tre e ae gg ee ed Te AI CO pA e h ee e ccp hei i Forwari Lit Praha casi abita 1 i ri di parc ac nidi Lal Move d lag ak d rara pra di reati gere CEM al doo a a ph Bj ac ari e Move to Back ee i a rt ee ee na pala a i h gd a ey P ee gp ea aa a ceca te a Move Back dat aa ea ga a A TE Meg IT Cr i oa i ci epici e pad ae I A A A piana co para ar ei ct i Tr ce a ra a e i a SD Delete i ad o ic e A o l fi ca io rice a a L e
6. Pi Elaine VizitIcons Vizit Original FullColor 1024 png Vizit Pro User Manual Vizit Pro User Manual Table of Contents Vizit Pro User WA RR RR A l LOC OS a A E E T 2 Udo VARI lara ri 3 LAUnci Vizit PrO siae radicata rallenta 3 The Vizit Pro User Interface oo rei rieerie ricer eric ricer 4 loose 5 Lieto TO ail teri 5 Edit Tab WOOL DAM sar I a rire 6 Anmiotalions l abroolbif _ ila 7 The Documcnt Explorer Panel speonniinininain riore AEE Erase Ea 8 WG TOONS Pati li cn iii lolita 9 Properties Tab Indexing 400000 9 Anno On A RO E wi neeiaasieteasenmaamasaeeiaees 10 PE a O E EE E S 11 SV NO OC MS 00 e E aa 11 Email a DOCUMENT L etereo ere eie rece rece ricarica ricezione cene ce rice ri cirie nere nice nice ni ceri eezieneo 11 OEE document as PDP lalla 11 RO A 11 S Pon e a e a A E A E 12 Moda Scar 12 Caa DOT E E ar A A AA A 13 Pocono nr Operon iaia E EE S 14 Rer CO CNC enea EEE E a 14 BSC Ol TOL a E ie altari 14 Document lib Contro Beeren ene meee EEO E 14 Viewms Documents Side Dy SI iii a aee a E 15 Document Thumional Cono Seen E E G 16 CMe cin ATO A aR E I N 17 Fip and Rotate Doc ment secession rae rnai a aeia 17 K e Doc Onen E E E E E 18 ST DOCU 0 e E EE E E 19 Annotations ici ieri 20 Formatines AMOROSI race 20 Brin DIO 21 Vizit Pro User Manual 2 Vizit Pro User Manual Using Vizit Pro Vizit Pro is the double espresso of SharePoint Document Management Vizit Pro takes over where Vizit leave
7. User Manual 17 Vizit Pro User Manual Merge Documents Two TIFF and image based PDF documents can merged into one document There are two methods that may be used to accomplish this task e Using the Document Explorer e Using the Document Viewer Using the Document Explorer To use this method make sure that you have the primary document that you wish to merge open in Vizit Pro 3 Type Document 9 Items Barcode tif Cobra Employer Docu Doc Clean Multipage tif Doing more with less pdf HIT incentives rock and HRI Top 9 issues in 20 Medical Claim tif Medical Claim_001 tf d E E E El Medical Claim_002_tf fa k Doc Clean Multipage tif presi dr Ahia nl iii Gg Farini Tham fagiani Hares Chh rebrand similia Lise mbah ee n El pinka spp AS at ih i anno cl imag ile lad pee de ili 2 Peo e Lala aari Ge be alli ce ee ii aA I serena i En ma er i mii gered bhh kEi es ma Di iii SIE ai Ars pa Moi Tiso rer a cele l mir Al Se cd e gd ii rip moel Thee Lij rar alora r ig Tem img ii beg ol i i TE iLi drag rip p i 5 bee EE Tinm hr ee H er sibi Coeli piera manyi bi rit B F erd i i k ep eee Merge with Current Document pn La sid go belli mi di I eee L a roe a le T Ti I LI T iim 1 In the Document Explorer right click on the secondary document that you wish to merge with the primary document 2 From the drop down list select Merge
8. eck Out fl fy Check In New Scan Upload New Edit Document Document Documents Folder Document Discard Check Out New Open amp Check Out Paper documents can be scanned into SharePoint using the Vizit Pro web based scanning module You will need a scanning device attached to the computer The scanning module accessed from the document library and works just like uploading a document to SharePoint The Vizit Pro scanning module requires an Active X control to be installed in the browser and therefore it is a Microsoft Internet Explorer only feature In SharePoint 2010 the scanning module located in the ribbon toolbar In SharePoint 2007 when you are in the Document library it s in the New drop down menu Vizit Pro Scan New Document Scanner nie Select scanner Webcam 2200 Select your scanner from the drop down menu Webcam 2200 Document Format a Select the saving document format 1 Onthe Documents ribbon click the Scan Document button If the Active X Scanning control is not already installed then a warning window may open Install the Active X Scanning control The Vizit Pro New Document pop up window opens Select your scanner from the drop down list Select your format type from the drop down list TIFF or PDF Clicks the Scan button The scanner driver interface will display Click Scan The document will be scanned and uploaded to the document library N et Oe oh Vizit Pro Us
9. ee E and gisone cei The background color border color and style can be modified by right clicking on an annotation Other options such as font family color and style for text based annotations can be modified from this menu as well To delete an annotation you can either select it and press the delete key on your keyboard or right click the annotation and choose the Delete option Vizit Pro User Manual 20 Vizit Pro User Manual Burn an Annotation In addition to burning all annotations on every page to a document you can burn a selected annotation by using the right click menu and choosing Burn this Annotation Some annotations cannot be burned into the document Vizit Pro User Manual 21
10. er Manual 13 Vizit Pro User Manual Document Operations Multiple documents can be opened in Vizit Pro Each document opens in its own tab Vizit Pro allows for opening documents from the Document Explorer and from the Document Library Refresh document UY Clicking this icon reloads the current document or retrieves the new document and associated metadata Page Controls The page controls include efficiency buttons that quickly move the document to the first page or to the last page A drop down page selector allows user to quickly locate the page they need Icon iconName _ Icon Description First Page Use this icon to go to the first page of the document Use this icon to go back one page in the document Selec Page Use the drop down arrow to select the page to view The total number of 9 pages is displayed to the right of the field E Next Page Use this icon to go forward one page in the document gt Last Page Use this icon to go to the last page in the document Document Tab Controls When a document is opened a document tab is created in the Viewer Right clicking the selected document tab provides the following features e Close Tab Closes the selected document e Close Other Tabs Closes all other unselected documents e View Side by Side Opens two documents for side by side document comparison e View latest Version Side by Side Opens the previous version of the document in a side by side view e
11. he Provides the ability to draw a freehand line on the document to draw a freehand line on the document Highlighter Provides the ability to create a bold yellow highlighted area on the document Rectangle Provides the ability to create a light yellow highlighted rectangle on the erre rete reg a Black Box Provides the Provides the ability to create a black box shape on the document to create a black box shape on the document Rubber Stam Provides the ability to create a specific shape on the document Use the p drop down arrow to select the contents of the shape Sticky Note Provides the ability to create a bold yellow rectangle on the document y Enter text into this rectangle As Text Provides the ability to create a white rectangle on the document Enter text into this rectangle Vizit Pro User Manual 7 Vizit Pro User Manual The Document Explorer Panel The Document Explorer allows users to open documents without having to go back to the SharePoint list view Users can navigate the SharePoint Site collection to any document library they have access to 3 Type Document 7 Items Barcode tif Cobra Employer Docu Doc Clean Multipage tif Doing more with less pdf HIT incentives rock and HRI Top 9 issues in 20 Medical Claim tif Page i ofl Vizit Pro User Manual Use this icon to open or close the panel Use the Up One Level icon to navigate back one level The Checked Out Status
12. icon displays when the document is checked out from the document library The Document Preview icon displays a thumbnail view of the document Use List Paging to click thru large document lists Refresh the list if new documents are added to it Vizit Pro User Manual The Tools Panel The Tools panel consists of the Properties tab and the Annotation Tree tab Properties Tab Indexing a document Fa SharePoint metadata for a document in the Document Viewer can be edited from the Vizit Pro user interface by opening up the Tools panel on the right The Properties panel automatically checks the document out from the document library when edit occurs and then checks the document back when the user saves the metadata If versioning is turned on then Vizit Pro respects all property rules and even allows users to update versioning information Tools Name Title Patient s First Name Patient s Last Name SSN Patient s Address City State Province Zip Postal Code Patient Relationship to Insured Sex Patient Marital Status Annotation Tree Vizit Pro User Manual Medical Claim Insurance Claim Form David Jefferson 121 67 8661 555 First Street Anytown OH 12345 Self M Single Married Divorced Widowed Use this icon to open or close the panel Use this icon to open or close the tab Use this icon to save your changes Click into each field that you need to change and perfo
13. rm the changes Some fields utilize drop down lists or option buttons Vizit Pro User Manual Annotation Tree Tab FA HIT incentives rock and a hz x Health Research insutute Healthcare information technology Rock and a Hard Place Annotations that appear in the Annotation Tree are grouped first by page and then by the name of the user who created it Selecting an annotation in the Annotation Tree will navigate the viewer to that page and focus the annotation in the center of the viewport Vizit Pro User Manual 10 Vizit Pro User Manual File Operations File operations in Vizit Pro include e Saving a Document e Email a Document e Export a Document as a PDF e SharePoint Search e Metadata Search e Printing e Scan a Document Saving a Document 5 The Save button is only available if Vizit Pro has something to save The Save function will save any annotation changes document changes and property changes all at once If Vizit Pro determines that only annotations have changed then Vizit Pro will save the annotations and quietly discard the document check out However if versioning is turned on for the document library then Vizit Pro will not update the document version each time annotations are modified and saved Save Changes Vizit Pro always asks you to confirm your changes You may select from e Save e Discard Changes e Cancel Email a Document Document links to the document in the Vizi
14. s off It provides an all in one document centric user interface that streamlines work spent with transactional content management Launch Vizit Pro The Vizit Pro button is located to the right of the first page preview When you hover over it it will say Open in Vizit Pro Click on this button to open the document in Vizit Pro Medical 6 20 2012 9 49 AM Will Husa Claim Open in Vizit Pro Vizit Pro User Manual 3 Vizit Pro User Manual The Vizit Pro User Interface The Vizit Pro User interface consists of the following areas e Toolbar Ribbon Toolbar Ribbon e Document Explorer e Document Tabs e Document View Document Tabs e Search Bar e Property Panel e Annotation Tree Panel Search Bar Property Panel Vizit Pro Shared Documents gt Medical Claim tif Windows Inte five Jf JS p 2 a File Edit Annotations vizit Ame S im pYA ASE 0 pe VM Document People Search Keywords Pp Shared Documents E l Medical Claim tif Mame 2 Type Document 9 Items Propert E Barcode tif a Sal J Cobra Employer Docu DI cl i Name Medical Claim i Doc Clean Multipage tif q a ee ee on Title Insurance Claim _ Doing more with less pdf a nd oes Fly J Ti Lei a rr I Patient s First Name David C HRI Top 9 issues in 20 a Patient s Last Name Jefferson Medical Claim tif a SSN 121 67 8881 la Medical Claim_001 tif a
15. sily re ordered Once a thumbnail is highlighted use the left mouse button to drag it between two other pages A red crossbar indicates where you may drop the page Releasing the mouse drops the selected page into the new position in the document Delete a Page Once a thumbnail is highlighted hit the Delete key on the keyboard to select the page in the document that you wish to delete The page will be deleted when you click on Done If you press the green Undo Selection icon on the thumbnail then the selected page will not be deleted Vizit Pro User Manual 16 Vizit Pro User Manual Cleaning a Document a DADA TIFF and image based PDF documents can use the Imaging cleanup features such as Despeckle Deskew and Border Removal to clean up a document that has been scanned poorly There is also a magic clean up feature called Auto that will execute a number cleanup features all at once ion iconName leon Descripton ee ad One mo mer TO Flip and Rotate Document TIFF and image based PDF documents can be flipped and rotated using Vizit Pro The rotate feature rotates documents at 90 degree increments Icon lconName _ Icon Description Flip Horizontal Use this icon to flip the document horizontally Flip Vertical Use this icon to flip the document vertically Rotate Right Use this icon to rotate the document clockwise Rotate Left Use this icon to rotate the document counter clockwise Vizit Pro
16. t Pro viewer can be emailed to colleagues Exporting document as PDF Printing 1 Documents can be exporting as a PDF with annotations or without annotations i a T Documents can be printed out Use the drop down arrow to select the print mode e Printwith Annotations e Print without Annotations Vizit Pro User Manual 11 Vizit Pro User Manual SharePoint Search People Search Keywords People All Sites This Site Home This List Shared Docum Vizit Pro automatically connects to SharePoint s Search Server allowing you to perform your SharePoint searches right within the viewer In the drop down menu in the upper right of the window you can choose whether to search the current list site or the entire SharePoint installation Using the text box you can perform SharePoint searches without having to leave Vizit Metadata Search w Search Keywords pa j Column Search Site Home List Shared Documents Content Type All Content Types Use the Column Search button and tab to conduct a Metadata search A Metadata search allows you to perform queries on the content of your document libraries by specifying values for individual fields After choosing the Site List and Content Type to search you can specify a criterion to use to narrow the results Vizit Pro User Manual 12 Vizit Pro User Manual Scan a Document Library Tools Site Actions Browse Documents 5 Ka t P E _py Ch
17. with Current Document 3 Vizit Pro will ask if you want to delete the document after it has been merged e Selecting Yes deletes the secondary document after the merge e Selecting No merges the secondary document into the primary document but does not delete the secondary document 4 The merged document will automatically be saved and displayed in Vizit Pro Vizit Pro User Manual 18 Vizit Pro User Manual Using the Document Viewer To use this method make sure to have both documents that you wish to merge together open in Vizit Pro 4 Medical Claim tif a m Doc Clean Multipage tif or Ra Close Tab Close Other Tabs View Side by Side View Latest Version Side by Side Merge into this Document In the Document Viewer Right click on the primary document tab From the drop down list select Merge into this Document A pop up window displays all the open documents Select the thumbnail image The Choose button will become available Click the Choose button or double click on the document thumbnail Vizit Pro will ask if you want to delete the document after it has been merged e Selecting Yes deletes the secondary document after the merge e Selecting No merges the secondary document into the primary document but does not delete the secondary document The merged document will automatically be saved and displayed in Vizit Pro Split Document You can split TIFF and image based PDF documents in the
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