DataGrabber User Manual
Contents
1. 4 1 2 HAVOC Dat AGN AID 4 2 M 2 1 OS 5 2 2 PAULO Me T 5 MEME 6 3 1 9l Hee 6 3 2 Goin MM 6 3 9 mi eBBe n fM 8 3 4 Technical T 8 3 5 MS MEN So ccd ct esate inde cc E E E 8 3 6 9 9 7 20 ee 9 4 CUSTOMIZATION PRE QUES iacente Pun Ea BP ttti oben 10 4 1 87 0 10 4 2 Creating a Customization 10 9 DATA PLUIE Rr T 14 5 1 OW 14 5 2 Adding DataDrills To DataGrabber nennen nnne 14 5 9 Configuring DataDrill nnne nnn nnn 15 6 JAAUNGMED APPEISATIONG 17 6 1 OVO OW 17 6 2 Accessing the Launchable Application2. 30 9 3 Using DataGrabber a Remote Desktop 31 Apteryx Inc Page 3 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 1 INTRODUCTION 1 1 Overview DataGrabber is a bridging application located in the Windows System Tray that understands how to bridge patients from one application to another DataGrabber works with most third party practice management software and will launch most third party dental and medical imaging software For example if you have patient John Doe open in your practice management application and then click on the icon in the system tray DataGrabber will automatically open that patient in your medical imaging program Using DataGrabber the cumbersome and time consuming practice of manually starting applications finding a specific patient and then opening that patient is automated with a single click of the mouse 1 2 Invoking DataGrabber The DataGrabber application is invoked by single clicking on the B icon the system tray with your left mouse button Once this icon is clicked DataGrabber will search for any open patients and if found DataGrabber will then open that patient in one or more of the Launchable Applications Apteryx Inc Page 4 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual 2 INITIAL SETUP 2 1 Overview After inst
3. 17 6 3 Launching Multiple 17 6 4 Disabling Unused Definitions 18 6 5 Modifying an Existing Definition 18 6 6 Manually Adding a Launch Application Definition 20 7 USING DATAGRABBER TO BRIDGE PATIENTS 2 cccccccsseeeeeeceeeeeeeeeeeeeeeeeeesseaeseeeeeeeeseseaaeeeeeeess 23 7 1 9 7 23 7 2 Bridging a Patient from the PM to the Imaging Application 23 3 How DataGrabber And DataDrills Work Together cccccccccssseeeeeeeeeeeeeeeseeeeeeeeeeaeeaeeeeeeaaaees 23 7 4 Manually Launch tx latex 23 8 APPENDIX A APPLICATION SNIFFER DEFINITIONS ccccccccssseseeeeeeeeeeeseeeeeeeeeeeeessaeeeeeeeeees 25 8 1 E 25 8 2 Application Sniffer Definitions 26 8 3 A 26 8 4 Creating a Sniffer Definition nnn nnns inan nnn nns 27 9 APPENDIX B OPERABILITY IN REMOTE Access ENVIRONMENTS eene 30 9 1 9 7 30 9 2
4. 4 DATAGRABBER custom software Apteryx Inc 330 376 0889 voice 313 S High St Suite 200 330 376 0788 fax Akron OH 44308 sales apteryx com www apteryx com DATAGRABBER User Manual Abstract Abstract This document contains work instructions related to utilizing the integration application DataGrabber Version 2 3 Build 8 or above APTERYX V custom software Copyright 2004 2011 Apteryx Inc Apteryx is a registered trademark of Apteryx Inc All rights reserved All other trademarks and tradenames are the property of their respective owners Controlled Document Printed or downloaded copies are considered uncontrolled and are for reference only QMS WI TS DataGrabber UserManual Apteryx Inc Page 1 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual REVISION HISTORY us ix e Revision Revision Revision Description of Effective Author Approver s Change Level Date Revision Date Initials Initials Task DRAFT 08 30 2011 N A N A N A 05 01 2012 Updated document 06 07 2012 SN PW 150 formatting per new doc control requirements Added content for RDP bridging support added in DG v 2 3 build 10 Added a Using DataGrabber section Rolled the Manually Launch Patient sub section under Using DG Section Apteryx Inc Page 2 of 32 APTERYX June 7 2012 WI DataGrabber User Manual custom software 1 1
5. v DK lt Cancel 6 5 3 following window appears zs Specify Apteryx or Apteryx OEM Application Please specify where the Apteryx or Apteryx OEM application may be found Apteryx Application XrayVision Application gt Browse C Program Files x86 XApteryxXApteryx Imaging X Lite exe A Saftware Develapmeat Company 6 5 4 Select Browse to modify the application path 6 5 5 Click Finish when done to return to the list of launchable applications Verify that that the Valid column indicates the definition is pointing to a valid executable file Apteryx Inc Page 19 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 6 6 Manually Adding a Launch Application Definition New application definitions may be added to DataGrabber by clicking on the Add AppDef option Definitions may need to be manually added for applications residing on networked drives or for those applications not inherently recognized by DataGrabber 6 6 1 Right click on the DataGrabber icon in the system tray and select Customize Launched Applications 6 6 2 The Launchable Applications window appears Launchable Applications Select which applications should be launched Add AppDef Prompt which application should be Only the checked applications will be considered to be Adds an application to the list launched when DataGrabber is invoked launched by DataGra
6. specified in the Command Line field will automatically become the patient s date of birth when passed to the target application These auto complete fields may be added to the Command Line field by double clicking on the appropriate entry in the AutoFill Tag list 6 6 10 Click Finish to complete the process Apteryx Inc Page 22 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 7 USING DATAGRABBER TO BRIDGE PATIENTS 7 1 Overview DataGrabber and DataDrills are used in tandem to grab patient information from a practice management application and automatically open or create the patient in a third party imaging program DataGrabber understands how to extract what patient is currently open in a third party practice management application using Sniffer Definitions When launched on each workstation in a dental practice it simply resides as an icon in the system tray typically in the lower right hand corner of the computer screen Ri Bla tP 7 2 Bridging a Patient from the PM to the Imaging Application To automatically open or create a corresponding patient record in an imaging application that is configured as a Launched Application 7 2 1 Open the patient file in the practice management application and view the window defined in a matching sniffer definition typically a patient information or patient chart screen 7 2 2 Click on the DataGrabber icon in the system tray 7 2 3 DataGrabb
7. John Doe DDS Sof Yl g or Ven 9eg Al 9f 96g or g Doe John M Yl 9of or Yop John Doe 1234 Af 9 el 9oi 9eg Or Yn Yl 9 8 4 Creating a Sniffer Definition 8 4 1 Right click on the DataGrabber icon in the system tray and select Customize gt Application Sniffer Definitions 8 4 2 The Sniffer Window Definitions dialog box appears Select New Definition Sniffer Window Definitions DataGrabber Definitions H S ABELDent H S ACE Dental H S AltaPoint Hg Mark H S BridgelT H S Computer Age Dentist H S Comerstone H S Data Team H S Dental Works lt 3 dental com H S DentalMate H S DentalVision Hg Denti ax DES Dentisoft mee Dentrix H S DESCO New Definition Adds a new sniffer definition 111 Reset Resets the sniffer definitions to gg Domtrak the application defaults H S DVMax 8 8 EZ ma cx 3olaC eft Definition T est 2 Apteryx Inc Page 27 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 8 4 3 The Sniffer Name window appears Sniffer Name What name do you want to give to this Application Sniffer definition 8 4 3 1 Select a Class If adding a definition to an existing class use the Class dropdown list to select the associated application If a new practice management application definition will be added rem
8. Manually Adding a Launchable Application Definition 6 5 1 Right click on the DataGrabber icon in the system tray and select Customize gt Launched Applications 6 5 2 Launched Applications window appears Highlight the application definition and select Edit AppDef Launchable Applications Select which applications should be launched Add AppDet lM Prompt which application should be Only the checked applications will be considered ta be Adds an application to the list launched when DataGrabber is invoked launched DataGrabber of applications that should be launched NS Application Valid Invocation Unknown Name Mn Extension Unknown Version by Apter Inc Tes EXE CAL sers kyule parker De Edit AppDef srawision by Apteres Inc Tes EXE Wat PragramssPAT ey D eletes the selected sniffer PTravision by Apteres Inc Tes EXE at Pragrams pterix definition rayvision by Apterys Inc EXE C Pragram Files 485 EN raisin by Apterys Inc EAE Sunhausel sProgramssA Es by Apter Inc AE Sat Programe P4 TD Delete AnpDet AXVLite by Apter Inc gt C Users kyle parkersD e ut AXVLite by Apter Inc Wat Programet PAT definition L XvLite by Inc gt Wat Programs sApterys by Apter Inc C Program Files x86 4 Ite by Inc SInhousel Pragramss amp LI Lite by Inh AT 4
9. extracted information strings by DataGrabber This information should be removed leaving only the Application name if present in the title bar of the practice management software opecify extraction format This format is based off of the information contained in the practice management title bar or multiple control s For additional information see Click Next Use the Definition Test button to ensure the sniffer definition functions properly Click Finish when done to exit the wizard Page 29 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 9 APPENDIX B OPERABILITY IN REMOTE ACCESS ENVIRONMENTS 9 1 Overview 9 1 1 DataGrabber 2 3 build 10 adds the ability to bridge patient information through Remote Desktop Protocol RDP sessions It will also work with other remote access utilities such as Citrix if the remote session s CLIENTNAME environment variable matches the local computer name 9 1 2 This functionality is useful for customers who have Practice Management PM software only running inside a remote access window and want to be able to connect back to their imaging software running on the local computer 9 This method is only possible if the local computer is capable of running DataGrabber at Windows startup This may not be possible for certain thin clients 9 2 Basic Setup 9 The following information is approached from the perspective that DataGrabber is installed only on the se
10. of applications that should be launched Application Valid Invocation CliniViews lt by Instrumentarium Imaging Inc Yes EXE C Program Files 86 pte by Sota No Extension Version 1 0 Build 1 Edit AppDef DentiMax Advanced Imaging by Apteryx Inc Yes EXE C Program Files x86 Apte Deletes the selected sniffer DentiMax Imaging by Apterys Inc Yes EXE C Program Files 96 definition EVASoft Yes Extension Version 1 0 Build 1 Prof Suni by Suni Imaging Microsystems Inc Yes EXE C Program Files x86 Apte ip Aray Vision by Apterys Inc Yes EXE C Program Files x86 4pte XVLite by Apteryx Inc Yes EXE C Program Files x86 4pte Delete AppDef Deletes the selected sniffer definition 4 7 v OK lt Cancel 6 2 3 Click OK to close o New Launched Application definitions can be added created for third party imaging applications not supported by DataGrabber out of box Configuration typically requires the user to know where the application is installed which executable file launches the application and the parameters needed to create or open a patient record Contact the imaging software s manufacturer for their unique application requirements Once acquired refer to Manually Adding a Launch Application Definition for detailed instructions 6 3 Launching Multiple Applications DataGrabber has the ability to invoke multiple applications based by enabling multiple AppDefs and b
11. Rose BE0029 F Beller Donald E BE0028 M Beller Sandra E BE0026 F Beller Theodore H BE0025 M Benjamin Heidentel Sharon BE0039 F Beracz Anna BEO030 F Berlin Donna H 0035 F Berlin Craig BEOO05 M Berndt Emly BEO038 F Ramet Etianatta RENN 7 4 4 Select the patient from the list to be launched in the imaging application 7 4 5 Verify Patient dialog box appears Verify Patient Please make sure that the following patient Information 15 correct Thomas Smith 540009 02 1700 H Stop verifying patient names Don t open 7 4 6 Click Launch to start the imaging application and open the corresponding patient record Apteryx Inc Page 24 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 8 APPENDIX A APPLICATION SNIFFER DEFINITIONS 8 1 Overview Application sniffer definitions let DataGrabber determine exactly which practice management applications it should search for when trying to determine which patients you are currently working with To have Apteryx create a custom sniffer definition for you a Customization Request may be submitted Sniffer Window Definitions n DataGrabber Definitions New Definition E ABELDent Adds new sniffer definition Eg ACE Dental H AltaPoint Mark g BridgelT eS Centricity 1 98 Computer Dentist DE L amerstone eS Data Team eS Dental Works gE dental com ers entalM ate eS D entalvis
12. abber User Manual custom software 3 6 About Click About to display a scrolling window containing version and build number of DataGrabber and the included DataDrills Additionally Trademark Patent and Registration information is also displayed 3 7 Exit Clicking Exit will close DataGrabber Apteryx Inc Page 9 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 4 CUSTOMIZATION REQUEST 4 1 Overview At first DataGrabber may not have the capability to detect the patient name from your practice management software automatically If DataGrabber does not support your practice management software and you do not wish to make the customization yourself by adding an Application Sniffer entry please contact Apteryx support Our support staff can remotely login to your computer and modify DataGrabber to properly bridge patient information from your practice management software Alternatively you may submit a customization request To submit a customization request right click on the B icon and select Customize gt Customization Request the menu options 4 2 Creating a Customization Request 4 2 1 Right click on the DataGrabber D icon in the system tray 4 2 2 Select the Customize gt Customization Request Customization Request 4 2 3 Customization Request window appears Click Next if the Apteryx website does contain an update containing your request Customization Re
13. abber will temporarily store the patient information in a text document that is named specifically after the Client Name value reported by Windows which should typically be the local computer s name Likewise the local computer s DataGrabber monitors that directory for a text file containing its local computer name When it finds the text file it will read the patient information from the file remove the text file and send the patient information to the imaging software Apteryx Inc Page 31 of 32 June 7 2012 WI DataGrabber User Manual custom software END OF DOCUMENT Apteryx Inc Page 32 of 32
14. actice management application 9 Some DataDrills require that each workstation specify a Windows ODBC driver to connect to the practice management database This is typically the case if the practice management software utilizes a database engine e g SQL MS Access Please contact Apteryx support for assistance with this setup Apteryx Inc Page 16 of 32 APTERYX June 7 2012 WI DataGrabber User Manual custom software 6 LAUNCHED APPLICATIONS 6 1 Overview 6 1 1 Launchable application definitions tell DataGrabber not only which imaging software should be activated but also the format of patient information in each software 6 1 2 DataGrabber application will automatically add any and all known applications detected on a computer to the Launched Applications list For this reason users very rarely need to access these options 6 2 Accessing the Launchable Application Definitions 6 2 1 Right click on the DataGrabber icon in the system tray and select Customize gt Launched Applications 6 2 2 The Launchable Applications window appears Highlight the appropriate definition to edit or remove an existing Application Definition Launchable Applications xs Select which applications should be launched Add AppDef Prompt which application should be Only the checked applications will be considered to be Adds an application to the list launched when DataGrabber is invoked launched by DataGrabber
15. allation DataGrabber simply has to be run which places the DataGrabber icon in the system tray indicating the application is ready to use 9 DataGrabber 2 3 build 10 adds the ability to bridge patient information through Remote Access Protocol RDP sessions Refer to Appendix B Operability in a Remote Desktop Environment for additional information including basic setup and use information 2 2 Start Automatically When this option is enabled DataGrabber will automatically be started when the computer starts If this option is disabled then the DataGrabber application will have to be manually started by the user when they want to use it The first time the program is launched users will be prompted to enable or disable this option To add DataGrabber to the Startup Group 2 2 1 Double click on DataGrabber exe 2 2 2 Start DataGrabber Automatically window appears Start DataGrabber Automatically Do you want DataGrabber to automatically be Started when Windows starts Yes Start automatically Leave it the way it is 2 2 3 ensure that DataGrabber starts automatically click Yes Start Automatically 2 2 4 Select the Do not display this message again option to prevent the window from appearing each time Windows starts 2 2 5 DataGrabber will now start automatically each time Windows starts 9 This option can also be accessed by right clicking on the DataGrabber icon in the system tray selecti
16. ay be specified by an entry in the registry while the actual executable filename is specified in the EXE Filename field 6 6 8 Click Next 6 6 9 The Command Line window appears Specify the command line that is used when invoking the target application Ropers Specify the command line that should be used when invoking this application Predefined Commandlines Command Line AutoFill Tags p lt lt Last Name gt gt lt lt First Name gt gt lt lt 55 Number gt lt lt ID a DOB gt gt lt lt gt gt lt lt 5 gt gt DOB DD MM Y r YY Format DOB MM DD YYYY Format DOB System Defined Format DOB YYYY MM DD Format First Name ID Number Sample Command Line p LastName 111 22 3333 123 1 1 2000 o Command line parameters specify how data should be sent to the target imaging application via command line parameter The Command Line syntax for an application may typically be found in the application s documentation or by contacting its support center and may vary from one application to the next DataGrabber defines a set of predefined command lines which may be selected from the Predefined Commandlines drop down list DataGrabber allows you to include a set of automatic replacements in the command line that will automatically be filled with the appropriate patient information when it is bridged to the target application For example lt lt DOB gt gt
17. bber of applications that should be launched Application Invocation Cliniviews lt by Instrumentarium Imaging Inc Yes EXE C Program Files x86 4pte ClioSoft by Sota No Extension Version 1 0 Build 1 Edit AppDef DentiMax Advanced Imaging by Apteryx Inc Yes EXE C Program Files 96 Deletes the selected sniffer DentiMax Imaging by Apterys Inc Yes EXE C Program Files 96 definition EVAS oft Yes Extension Version 1 0 Build 1 Prof Suni by Suni Imaging Microsystems Inc Yes EXE C Program Files 96 ip ArayVision by Apterys Inc Yes EXE C Program Files x86 Apte XVLite by Apteryx Inc Yes EXE C Program Files 8 Delete AppDef Deletes the selected sniffer definition 6 6 3 Select Add AppDef The Define Launchable Application window appears Define Launchable Application What type of application are you going to be specifying Application Type Apteryx Inc Page 20 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual 6 6 4 Choose an Application Type Select one of the following options e Apteryx or Apteryx OEM application This option refers to imaging applications that have been created by Apteryx for distribution either by Apteryx or by an authorized reseller to determine if your target application is an Apteryx product please consult your reseller or technical support representative e Third party application Th
18. dates 5 2 Adding DataDrills To DataGrabber DataGrabber supports the ability to bridge from one or more practice management applications simultaneously Apteryx is also continually adding support for new practice management versions which may require updating DataGrabber and any relevant DataDrills Additional DataDrills may be added to the DataGrabber application either by using the installation CD that came with the product through the standard Windows Modify option or by running the appropriate upgrader from the Apteryx Release Updates site To Download DataDrill Upgraders 5 2 1 Right click on the DataGrabber icon the system tray 5 2 2 Select Web Links gt Updates Patches and Add Ons from the menu options The Apteryx Release Updates site opens in a browser window 5 23 Expand the DataGrabber and DG DataDrill Updates section and click on the link corresponding to the practice management software to download the appropriate DataDrill 5 2 4 Run the DataDrill upgrader The application updater wizard displays Click Next Apteryx Application Upgrader DataGrabber DD Ace Upgrader This upgrade will update the Ace Data Drill component of the DataGrabber application This upgrade will automatically try to locate the DataGrabber application If it can not be found on your system or network automatically you will be prompted to manually provide the location of this application on your computer or network A S
19. e desktop It will no e Keep the button on top of other windows This option functions the same as the one listed above but the floating icon will be kept above all other windows on the desktop so it does not get lost e Marry the button to a specific application This option allows the DataGrabber floating icon to be married to another window For example the floating DataGrabber icon can be married to the practice management application so any time the practice management window is displayed the button will also appear See below for instructions To marrying a button to an application 3 2 4 1 Access DataGrabber Options and select the Display floating invocation button option 3 2 4 2 From the dropdown menu select Marry the button to a specific application Apteryx Inc Page 7 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 3 2 4 3 Drag the icon over the title bar of the window which the floating DataGrabber icon will be married to 9 This action defines the application window that will be used to marry the DataGrabber icon Any time this window is opened the floating icon will appear 3 2 4 4 Click OK 3 2 5 Reset Warnings The reset warnings button may be used to reset all warnings issued by DataGrabber for which the user selected the Do not display this message again option 3 3 Help Document DataGrabber has a built in help document that contains guides that provide an ov
20. er proceeds to extract patient name and any additional identification and demographic information if available from the PM application and creates a new or opens an existing patient record in the imaging application 9 Patient identification and demographic information is typically extracted from the practice management database using a DataDrill DataDrills are the main work horses when it comes to extracting patient information from practice management applications DataDrills are the components that actually understand how to burrow into an application s database and extract the necessary patient information Unlike DataGrabber DataDrills operate behind the scene unbeknownst to the user Refer to How DataGrabber And DataDrills Work Together for detailed information 7 3 How DataGrabber And DataDrills Work Together 7 3 1 The user clicks on the DataGrabber icon in the system tray 7 3 2 DataGrabber checks to see which application the user is currently using and extracts as much patient information from the open application i e the patient s name 7 3 3 DataGrabber passes the patient name to the appropriate DataDrill to installed to have it find out the patient s SSN IDnum DOB and sex 7 3 4 DataDrill mounts the PM application s database and extracts the information and then passes it to the imaging application automatically launching it if the application is not already running 7 4 Manually Launch a Patient Manually La
21. erview of the options and functions available within DataGrabber To access the Help File 3 3 1 Right click on the DataGrabber icon in the system tray 3 3 2 Click Help 3 3 3 DataGrabber Help file appears i DataGrabber Help m3 lt amp s Hide Back Stop Refresh Print Options Apteryx DATA GRABBER Version 1 Help Revision 5 03 Copyright 2003 Apteryx Inc All rights reserved Contents Index Search Favorites 9 QI rec Warning This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in sever civil and criminal penalties DataGrabber and its logos are trademarks of Apteryx Inc Apteryx is a registered trademark of Apteryx Inc Apteryx Inc 354 S Main St Suite 300 Akron OH 44311 330 376 0889 www apteryx com apteryx apteryx com 3 3 4 Click on the icon to reveal all topics contained within the Help file 3 4 Technical Support If answers are not found in the help guide the Technical Support menu provides the phone number and email address for Apteryx Technical Support 3 5 WebLinks Using the Web Links option users can navigate to the Apteryx home page or to our downloads page where all new updates can be downloaded free of charge Apteryx Inc Page 8 of 32 APTERYXW June 7 2012 WI DataGr
22. gramsNPAT SDI XVLite by Apteryx Inc Yes EXE C Users kyle parker De XVLite by Apteryx Inc Yes EXE Natl Programs PAT xy XVLite by Apteryx Inc Yes EXE Sat Programs Apteryx C Lite by Apteryx Inc Yes EXE C Program Files 485 XVLite by Apteryx Inc No EXE nhousel Programs VA _ 4 p OK lt Cancel 6 3 3 Click OK 6 4 Disabling Unused Definitions When bridging DataGrabber looks at the list of available applications and determines which application to launch based on the enabled definitions It is recommended that the user disable unnecessary definitions instead of deleting them Only enabled applications indicated by the icon in the application list will be considered when DataGrabber is invoked Disabled definitions are ignored by DataGrabber when trying to determine which application should be invoked To disable DataGrabber launchable application definitions 6 4 1 Right click on the DataGrabber icon in the system tray and select Customize gt Launched Applications 6 4 2 The Launched Applications window appears Click on the checkbox beside the definition disabled definitions have an empty check box beside them r Launchable Applications Select which applications should be launched Add AppDef Prompt which application should be Only the checked applications will be considered to be Adds an application to the list launched
23. icks on the icon in the system tray or selects Manually Launch A Patient from DataGrabber s pop up menu Verify Patient Please make sure that the following patient information 15 correct John Smith 9999 12 31 1980 Stop verifying patient names Nol Don t o Depending on your office s setup the Verify Names Before Launch option may violate HIPAA regulations regarding the display of sensitive patient information Before enabling this option you should determine if the HIPAA regulations pertain to your particular implementation Start Automatically when Windows Starts When this option is enabled DataGrabber will automatically be started when the computer starts If this option is disabled then the DataGrabber application will have to be manually started by the user when they want to use it Hide All Windows When Using the Window Pull This option indicates whether or not the DataGrabber windows should be hidden when making Application Sniffer Definition When enabled all DataGrabber windows are automatically hidden when using the various window pull controls making it easier to point to other windows on the desktop Display Floating Invocation Button A floating DataGrabber icon can be enabled allowing users to click and bridge using a floating button rather than the icon located in the system tray DataGrabber e Display as standard window This option allows a floating button to be placed on th
24. ion eS Denti ax 583 entisoft EE 8 DESCO Reset fel Discus Resets the sniffer definitions to nEss DOC AIDE the application defaults p lt Domtrak Hi DVM ax EC e New Definition Creates a new application sniffer entry e Edit Definition Edits a selected application sniffer entry Entries are selected by clicking on them with the left mouse button For more information please refer to the Sniffer Window Entry Dialog section of this documentation e Delete Definition Deletes the selected application sniffer entry Entries are selected by clicking on them with the left mouse button e Reset Resets the application sniffer entries to the application defaults e Definition Test Tests the selected definition against all open applications Apteryx Inc Page 25 of 32 June 7 2012 WI DataGrabber User Manual 8 2 Application Sniffer Definitions DataGrabber sniffer definitions are listed by practice management name Each application commonly has multiple sniffer definitions that correspond with different versions and pages in the practice management interface AS Warning Apteryx recommends that you do not use these wizards directly unless you are on line with Apteryx technical support or have had training from Apteryx in generating Application Sniffer definitions 8 2 1 Class The Class name associated with a defin
25. ird party applications permit you to specify a general definition for bridging to another application 6 6 5 Click Next 6 6 6 The Application Name window appears Enter the imaging application name and click Next Application Name What name should this application be refered to as Application N ame BSE Enter the imaging application name here 6 6 7 The Application EXE window displays Specify how DataGrabber can locate the applications EXE file Application EXE Specify how DataGrabber can locate the application s EXE file EXE Specification Application Filename v EXE Filename 5 Do not launch another session it is already running E Apteryx Inc Page 21 of 32 June 7 2012 WI DataGrabber User Manual 6 6 7 1 The Application Filename option indicates that the file specified in the EXE filename field is an explicitly defined path and executable name for the EXE of the target application e g C Program Files Some Company Application MyApp EXE 6 6 7 2 The Registry Entry option indicates that the target application s EXE may be determined by obtaining the EXE filename from a specific entry in the registry e g LOCAL _MACHINE SOFTWARE Some Company Application and AppLocation 6 6 7 3 The Registry Entry AND Application Filename indicates that the path to the EXE m
26. ires that MAPI is set up on your computer if you use one of the Microsoft Outlook applications it will be If MAPI is not set up on your computer you will be prompted to do so 9 Sending a cover page is not necessary when faxing requests to Apteryx Inc Apteryx Inc Page 12 of 32 APTERYX June 7 2012 WI DataGrabber User Manual custom software 4 2 8 Click Finish to complete the customization request Apteryx Inc Page 13 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 5 DATA DRILLS 5 1 Overview DataDrills are utilized by DataGrabber to fill in any missing patient information when pulling patient information from the practice management software For example if your practice management application only displays John Doe but not any other patient information e g ID number or birth date in its window the DataGrabber software can use a DataDrill to retrieve the missing information directly from the practice management s database or memory On occasion there may be a case where a DataDrill does not exist for your practice management software Should a DataDrill not exist please contact Apteryx Technical Support Our support staff can remotely login to the system and review the practice management software to determine if a DataDrill is necessary and what files are needed in order to produce one Once a DataDrill has been created we will contact you and provide the necessary up
27. ition indicates what item the definition will appear under in the application definitions list 8 2 2 The Window Pull Using the window pull the window information will be displayed beside the application and child window specifications This information is used to fill in the Application Window and Child Window information 8 2 3 Application Window The Application Window information indicates the actual application to search for when trying to find patient names The information that is entered in the Name Search String and Class Search String should only contain identifying strings to search for when trying to find the application For example given an application titlebar of Dentrix Chart Bob Smith the search string should be specified as Dentrix Chart 8 2 4 Child Window When the patient information is contained in a child window of the practice management software then the Child Window options will become available Just like the Application Window information this information identifies the actual window to search for when trying to find patient names The information that is entered in the Name Search String and Class Search String should only contain identifying strings to search for when trying to find the child window For example given a window name of Patient some patient name the search string should be specified as Patient 8 3 Extraction Format The Extraction Format permits you to identify the extraction f
28. ls The Data Drills window appears Data Drills Dentrix D entr Data Drill Yes 518 patients Yes 2 Version 10 10 0 0 4 Dentrix D entri Enterprise Data Drill No Yes 2 Version 10 0 Build 3 EasyDental Data Drill Yes 2436 patients Yes 2 Version 10 0 Build 3 Practice Practice works Data Drill Yes 15139 patients Yes 2 Version 10 0 Build E TELS Refresh 9 The DataDrill options display all the DataDrills currently installed with DataGrabber and whether or not they point to a valid practice management database 5 3 1 3 Double click on the Data Drill to be modified Apteryx Inc Page 15 of 32 June 7 2012 WI DataGrabber User Manual 5 3 1 4 The Data Drill Options window appears Dentrix Data Drill Options Please specify the path to the Dentrix patient database D entrix Path DAD ata Dentrix 11 higher 569 patients found the database Patient Status Patient Use database caching to speed up lookup Patient Birthdays need ta be adjusted by a day Inactive Use chart number as patient ID Cancel 5 3 2 Click OK after all modifications are complete 9 A specific DataDrill s options are accessed by double clicking on the appropriate entry with the left mouse button Each DataDrill has a different set of options depending on what type of database each one utilizes as well as what additional options are offered by the target pr
29. ng Options and then enabling or disabling the Start automatically when Windows starts option Apteryx Inc Page 5 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual 3 PREFERENCES 3 1 Overview The DataGrabber menu can be accessed right clicking on the DataGrabber icon located in the system tray The DataGrabber menu seen below provides several tools and utilities that allow users to manually launch patients manage launched applications edit application sniffer definitions as well as modify DataGrabber invocation settings Manually Launch A Patient Options Customize Help Technical Support Web Links About Exit 3 2 Options DataGrabber Options controls how the interface and application perform DataGrabber Options Start automatically when Windows starts v Hide all windows when using the window pull Display floating invocation button Display as standard window App Mame Search String arch String d E oe Reo ass Search atng 2 Advanced Technical Options Reset Warnings v lt Cancel Apteryx Inc Page 6 of 32 APTERYX custom software 3 2 1 3 2 2 3 2 3 3 2 4 June 7 2012 WI DataGrabber User Manual Verify Names Before Launch When this option is enabled DataGrabber will display a Verify Patient dialog displaying the extracted patient s information This dialog is displayed when the user left cl
30. ng patient information 4 2 5 2 Click Next Apteryx Inc Page 11 of 32 June 7 2012 WI DataGrabber User Manual ustom softwar 4 2 6 The Contact Information window appears Contact Information Please provide us with some contact information so that we can notify you with instructions on how to obtain the upgrade Your name Your phone number Your fax number Your email address Send me a response Fax f Email 4 2 6 1 Enter your information so that Apteryx Inc can notify you when the request has been completed 4 2 6 2 Select a response method Fax Email 4 2 6 3 Click Next 4 2 7 Select a method to send the request to Apteryx Inc Select the method to send your request to Apteryx Inc FaxPrint the request and screen shot to Apterys Inc at 330 376 0768 Fas Print the request to amp pterus Inc at 330 375 0788 Email the request to Apterys Inc e Fax Print the request and screen shot Select this option to send the request to a printer with a screenshot of the target application If printed to a printer Apteryx s fax number is printed directly on the printout e Fax Print the request Select this option to send the request to a printer or directly to a fax driver If printed to a printer Apteryx s fax number is printed directly on the printout e Email the request Select this option to send the request to Apteryx via email Emailing requ
31. oftware Development Campeni For more information on where the DataGrabber application was installed on your system please contact your network administrator Apteryx To proceed onto the next step please click on the Next button o If DataGrabber is still running a warning message will appear indicating that DataGrabber MUST be closed before the upgrader can be run Apteryx Inc Page 14 of 32 APTERYX June 7 2012 WI DataGrabber User Manual custom software 5 2 5 DataDrill Upgrader installs or update all necessary files Apteryx Application Upgrader DataGrabber Upgrade Results 3 file s successfully upgraded No errors Item Result Path H i DataGrabber DD Ace Upgrader Results H i DataGrabber DD Ace Upgrader Path Programs D ataGrabber gt 0 Added Mat Programs D ataGrabber mfc100 dll Same version already exists Sat Programs D ataGrabber gt Gg mscr 00 dll Same version already exists Programs D ataGrabber 5 2 6 Click Finish 5 3 Configuring DataDrill Options DataDrill options allow users to specify where databases can be located on your network but also various options such as database caching that can be used to improve the performance of data retrieval 5 3 1 Accessing Data Drill Options 5 3 1 1 Right click on the DataGrabber icon located in the system tray 0 31 2 Select Customize gt Data Dril
32. ormat that is to be used when pulling the patient s information from the window s title bar You can either specify a custom name extraction or use one of the currently defined Name Extraction definitions You can specify more than one extraction definitions Definitions can be reordered by dragging and dropping the entries or modified by clicking on an entry more than once not double clicking but clicking on an already selected item When DataGrabber searches for windows matching the specified formats it will use the first matching format in the list For this reason entries should be ordered from most complex to least For example Dentrix Chart f c 9ol should be listed above Dentrix Chart f l Otherwise a patient s middle initial would be incorrectly appended to the beginning of their last name The formatting characters are e df patient s first name e l patient s last name e 96i patient s ID number e 96S patient s SS number formatted e u patient s SS number unformatted e d patient s date of birth e n patient s name first last Apteryx Inc Page 26 of 32 APTERYX June 7 2012 WI DataGrabber User Manual custom software e p patient s name last first e x discardable string of characters e discardable single character e g the rest of the string is garbage can only appear at the end of an entry Examples PM Title Bar Entry Corresponding Extraction Format
33. ove the General Definition text in the field and specify the Practice Management name 8 4 3 2 Enter an appropriate name for the application sniffer definition in the Name field 8 4 3 3 Click Next 8 4 4 Sniffer Type window appears Define where patient information can be found in the practice management application and then click Next Sniffer Type Where can the patient s name be located In atitlebar amp The patient s can be found one of the Weber nthe target O In one or more text controls 7 The patient s name can be found in one or more text controls in the target application pas Name Patient Name In one or more child controls The patient s name can be found somewhere in a lication but Patient Name of the first two Name Patient Name In one or more graphic controls C The patient s name can be found in one or more App Ea graphic controls in the target application First Name FirstName Last Name LastName IM Il ahar Apteryx Inc Page 28 of 32 custom software 8 4 5 8 4 6 8 4 7 8 4 8 8 4 9 Apteryx Inc June 7 2012 WI DataGrabber User Manual The Sniffer Definition window appears Drag the crosshairs overtop of the practice management application window or child window containing patient information o Patient and practice information is sometimes included in the
34. quest Before requesting customizations please visit our Upgrade web site to see the latest DataGrabber additions For a listing of the latest versions and enhancements please visit our Upgrade History web site DBG REQUEST Upgrade history and notes To download the latest version of DataGrabber please visit our Upgrades web site Software upgrades Apteryx Inc Page 10 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 424 Patient Name Location Window appears Patient Name Location Does the patient s name appear in a title bar or in various dialog controls In a titlebar The patient s name can be found on In one or more controls The patient s name can be found in pp X one or mare controls in the target application Mame Patient Mame NN 4 2 4 1 If the patient s name appears in the Title Bar of the practice management application select the radio button under In a titlebar 4 2 4 2 If the patient s name appears in other locations in the practice management application select the radio button under In one or more controls 4 2 5 The Patient Information Window appears Patient Information Window Drag and drop the crosshairs on the titlebar of the window that contains the patient s name REQUEST Name Name Class Class 4 2 5 1 Drag the crosshair icon onto title bar of the window containi
35. rver and every location is launching DataGrabber from the same directory however these steps should be identical in other scenarios where DataGrabber is installed in various locations 9 2 1 On each local computer start DataGrabber and set it up to start automatically at Windows startup 9 2 2 Follow the instructions below to setup DataGrabber on the local computers 9 2 2 1 Right click the DataGrabber icon and select Options The DataGrabber Options dialog box displays DataGrabber Options Verify names before launch Start automatically when Windows starts Hide all windows when using the window pull Display floating invocation button Send Remote Notifications 2 Enable the sending of remote notifications Remote Notification Path Test the sending of remote notifications Receive Remote Notifications Enable the receiving of remote notifications Remote Notification Path ES gt Advanced Technical Options Reset Warnings v DK lt Cancel 9 2 2 2 Select Enable the receiving of remote notifications under the Receive Remote Notifications section Apteryx Inc Page 30 of 32 APTERYXW June 7 2012 WI DataGrabber User Manual custom software 9 2 2 3 Specify a path on the server where the notifications should be communicated For example lserver DataGrabber Notifications 9 2 2 4 Click OK to save the settings on the local computer 9 2 3 From the local computer access
36. the server through a remote desktop connection start DataGrabber and set it up to start automatically at Windows startup 9 2 4 Follow the steps below to set up DataGrabber on the remote server 9 2 4 1 Right click the DataGrabber icon and select Options The DataGrabber Options dialog box displays DataGrabber Options names before launch Start automatically when Windows starts Hide all windows when using the window pull Display floating invocation button Send Remote Notifications 2 Enable the sending of remote notifications Remote Notification Path Test the sending of remote notifications Receive Remote Notifications Enable the receiving of remote notifications Remote Notification Path zT gt Advanced Technical Options Reset Warnings v OK lt Cancel 9 2 4 2 Select Enable the sending of remote notifications under the Send Remote Notifications section 9 2 4 3 Specify the same path as above e g lserver DataGrabber Notifications 9 244 Click OK to save the settings on the remote server 9 3 Using DataGrabber in a Remote Desktop Environment Follow the steps below to invoke the bridge in a remote access environment 9 3 1 Open the proper patient window in the PM application 9 3 2 Click on the DataGrabber icon located inside the remote desktop window 9 3 3 Note that the imaging software launches on the local workstation 9 Technical description DataGr
37. unch a Patient is an optional patient bridging function that allows users to launch a patient directly from an external database being read by the DataDrill If no Data Drill has been installed this option will be unavailable For a list of available DataDrill downloads please visit http www apteryxware com datagrabber downloads index shtml To manually launch a patient 7 4 1 Right click on the DataGrabber icon located in the system tray Apteryx Inc Page 23 of 32 APTERYX custom software June 7 2012 WI DataGrabber User Manual 7 4 2 7 4 3 Click Manually Launch a Patient The external patient list appears r Select A Patient From The External Database Select the patient that should be launched to another application First Name ID Number g Last Name Enter search criteria SS Number Enter searcherteia First Name IDnum 5 Basile Joseph P BA0037 M Battaglia Angelo 0055 M Battig Rhonda 0044 F Battig Jeffery BA0043 M Battig Kourtni BA0042 F Bauer Rebecca L BA40018 F Bauer Michael BA0017 M Baxter Sydney BA0061 F Baznik Valerie BA40030 F Baznik Anthony 0022 M Bealer Robin R BEOOO F Behrend Jim 0027 M Bell Mark 0031 M pa Bel Adam 0024 Bell Natalie 0023 F Bell Gregory 0022 M Bell Susan N 0021 F Bell Kenneth 0020 M Bell Courtney E BEOD13 F Bell Rita 0004 Richard BE0003 M Beller Kyle BE0034 M Beller Rachel BE0033 F Beller
38. when DataGrabber is invoked launched by DataGrabber of applications that should be launched Application Valid Invocation Unknown Name No Extension Unknown Version ArayVision by Apteryx Inc Yes EXE C Users kyle parker De rayVision by Apteryx Inc Yes EXE at SProgramsNPAT sav O XrayVision by Apteryx Inc Yes EXE at sProgramssApterys O XrayVision by Apteryx Inc Yes EXE C Program Files x86 4 rayVision by Apteryx Inc No EXE Sinhousel Programs s ArayVisionDCV by Apteryx Inc Yes EXE Programs PAT DI XVLite by Apteryx Inc Yes EXE C Users kyle parker De XVLite by Apteryx Inc Yes EXE Programs PAT xy 2 XVLite by Apteryx Inc Yes EXE Sat Programs Apteryx XVLite by Apteryx Inc Yes EXE C Program Files x86 4 XvLite by Apteryx Inc No SMnhouselsPrograms vA 7 4 m OK lt Cancel 6 4 3 Click OK 6 5 Modifying an Existing Definition Should an existing definition need to be modified e g the application directory was moved or the application was reinstalled a definition may be changed by double clicking on the appropriate entry with the left mouse button For more information on the various settings for a Launchable Apteryx Inc Page 18 of 32 APTERYX June 7 2012 WI DataGrabber User Manual custom software Application definition please refer to the next section
39. y using the prompt which application option The option indicates whether or not one or all of the enabled application definitions should be launched when DataGrabber is invoked when the user left clicks on the DataGrabber icon in the system tray To enable Multiple Applications to Launch 6 3 1 Right click on the DataGrabber icon in the system tray and select Customize gt Launched Applications Apteryx Inc Page 17 of 32 APTERYX June 7 2012 WI DataGrabber User Manual custom software 6 3 2 Launched Applications window appears Select each application that will be used to bridge by clicking inside the respective check box Launchable Applications axe Select which applications should be launched Add AppDef Prompt which application should be Only the checked applications will be considered to be Adds an application to the list launched when DataGrabber is invoked launched by DataGrabber of applications that should be launched Application Valid Invocation Unknown Name No Extension Unknown Version ArayVision by Apteryx Inc Yes EXE C AUsers kyle parkersDe O rayVision by Apteryx Inc Yes EXE Programs PAT sxv O XrayVision by Apteryx Inc Yes EXE Sat Programs Apteryx XrayVision by Apteryx Inc Yes EXE C Program Files x86 4 XrayVision by Apteryx Inc No EXE inhousel SPrograms ArayVisionDCV by Apteryx Inc Yes EXE at SPro
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