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Assigned.doc

  1. 1. QR STUDENT TRAINING MANUAL This is the initial Quick Recovery sign-on screen for The University of Mississippi School of Dentistry. In order to sign on successfully, a valid User profile and Password is required. Your User name will be the same as it is for your other UMC network accounts, although truncated to 8 characters if necessary (e.g., jlongfel for John Longfellow). The first time you sign on to Quick Recovery, use your User Name for a Password. It will then give you the opportunity to set up your actual QR Password. The next page shows how to change your Password the first time you access Quick Recovery. Student QR Manual 1 040614 CP
  2. 2. When you successfully sign on, you will be notified that your Password has expired. Click OK on this screen. To change your password, key in your Current Password (first initial and last name); then key in your New Password. Key it in again to verify the spelling. Click OK to continue. NOTE: Valid passwords must be 6 characters in length but not more than 10. They must start with a letter, but can contain numbers. Student QR Manual 2 040614 CP
  3. 3. The software automatically knows which office a User is authorized to access and displays a default office number for a particular user. The School of Dentistry predoctoral and resident clinics, and the School of Health Related Professions Dental Hygiene Clinic, are all Office 001. For training purposes we will use Office 999. Once the appropriate Office is selected, press Enter or click OK. Student QR Manual 3 040614 CP
  4. 4. Quick Recovery will automatically bring you to the screen ‘Student’s Family’ which lists your assigned patients. The following information can be viewed  Student ID number (look up field) ID number assigned to student/doctor; Student/Doctor name and number  Year Year of Graduation  Number Assigned Number of patients assigned to student/doctor  Patient Search patient last/first name  Patient Number Search patient by Quick Recovery account number  Primary/Secondary Sort by Primary or Secondary (P = Primary Provider, S = Secondary Provider)  Patient Status (look up field) Sort by Status of the patient’s treatment plan. Listed below are the different types of Patient Status: • Assigned • Complete • Discontinue • Hold • Recall • Screened Student QR Manual 4 040614 CP
  5. 5. • TP-Active  Assigned The date the patient was assigned to you  Last Visit The date of the patient’s last appointment  Next Appt The date of the patient’s next appointment  Patient Status ‘Assigned’ status means that the patient has been assigned to you and a treatment plan needs to be developed and/or approved. ‘TP-ACTIVE’ status means the patient has a current approved treatment plan.  P/S The treatment responsibility level of the student ‘P’ means that you are the Primary Provider and the patient is assigned to you. You are responsible for the care of the patient. ‘S’ means that you are the Secondary Provider. The patient is assigned to another student but you are responsible for one or more specific procedures for that patient. You must have prior approval to be a secondary provider. You will not be able to access the patient, make an appointment, or request a record until this has been approved and entered into the system. Student QR Manual 5 040614 CP
  6. 6. From ‘Student’s Family’ click on a patient’s name to have the options become available. You may access the following information:  T-Plan View patient’s treatment plan  Chart Request Request the dental record  Display Display patient demographics  Appt Allow appointments to be scheduled; displays current appointments  Encounter Entry Allows entry for patient charges and student grading  QR Grades Allows student to view grades and productivity Student QR Manual 6 040614 CP
  7. 7. You may access and develop the patient’s treatment plan from ‘Student’s Family’. Select the patient, and then select the ‘T-Plan’ option or right-click in the patient area and select T-plan from the drop down menu. Existing Treatment Plan(s) All treatment plans that have been developed for the patient will remain stored in the system. You may have numerous alternate treatment plans that can be viewed at any time. Only one treatment plan can be approved and active at one time. In the above screen, this patient has one ideal and one alternate treatment plan. Dr Sandoval approved the IDEAL treatment plan on 5/30/2002; the ‘TP Status’ is NEW because treatment has not yet been initiated. Once treatment begins, the status will change to ‘TP-Active’. Student QR Manual 7 040614 CP
  8. 8. This screen will display the following information:  Student Student/Doctor number and student/doctor last and first name  Year Student year of graduation  PCC Name of Patient Care Coordinator (PCC)  Complexity Level Complexity Level of patient’s case  Patient Patient’s QR account number and patient’s last and first name  Medical Review Date Date patient was assigned to student  Treatment Plan Treatment Plan Description  Date Date treatment plan was approved  Faculty Doctor who ‘Approved’ the treatment plan  T.P Status Treatment Plan status  Assign Date patient was initially assigned to student  Last Visit Date of patient’s last visit  Next Appointment Date and time of patient’s next visit Student QR Manual 8 040614 CP
  9. 9. To view a treatment plan, highlight the desired treatment plan and click on the display button. The first page will be the ‘Treatment Plan Comments’, which includes the patient’s chief complaint and the problem list. By clicking ‘OK’ the next screen will show the medical alerts. By clicking ‘OK’ the next screen will show the treatment plan. Student QR Manual 9 040614 CP
  10. 10.  Student Student/Doctor number, and last/first name  Year Provider’s year of graduation  PCC Patient Care Coordinator  Level Complexity Level of patient’s case  Patient Patient’s QR account number; last/first name of patient  Medical Review Date Date patient was assigned to provider  Plan Description Treatment plan header  Completion Date Date treatment plan was created  Sequence Sort order of treatment plan  Procedure ADA procedure code/UMC Non-ADA Code (Look-up field)  Step Suffix and/or step that is tied to the procedure code  Tooth Tooth number (Look-up field). This is a two-digit field; enter tooth #1 as 01.  Surface Surface of the tooth (Look-up field) Student QR Manual 10 040614 CP
  11. 11. Treatment Plan screen continued  Assigned Student/Doctor alphanumeric number. (Look-up field)  P (no longer in use) Phase of treatment plan, this is a numeric field  FS Fee schedule (Look-up field)  Description Procedure code description  Amount Fee listed for procedure  Status Track the progress of the procedure A - Procedure has been started B - Procedure is in progress, has had more than one visit C - Procedure completed after more than one visit D - Procedure started and completed the same day  Date Date of service  Assign Date patient was assigned to the student  Last Visit Date of previous dental visit  Next Appointment Date of future dental appointment If a patient does not have a treatment plan on file, you will see the message NO RECORDS TO VIEW. Student QR Manual 11 040614 CP
  12. 12. To create a new treatment plan, select the ‘Create’ option from the Functions list or press F6.  The Plan Description is a brief label for a treatment plan (e.g., ‘Comp.Tx.Plan1’ or ‘Alt. Tx. Plan1’). The completion date is the current date.  The next section is free text describing the patient’s chief complaint and the problem list.  When you have finished this section click OK or press Enter. Student QR Manual 12 040614 CP
  13. 13. Binocular Icon This next section of the treatment plan contains medical alerts relevant to a patient’s care. To add a medical alert to a treatment plan, click in the white box and then click the ‘binocular’ icon or F4. Select and highlight the desired alert from the drop- down box list. Then place the cursor in the next white medical alert box on the main screen. Student QR Manual 13 040614 CP
  14. 14. The following is the complete list of medical alerts available for selection. ACT – ANTICOAGULANT THERAPY DYS – DYSRHYTHMIA ALC – ALCOHOLISM HEP – HEPATITIS ALD – ALLERGY TO DRUGS HNR – HEAD AND NECK RADIATION ALL – ALLERGY TO LATEX HTM – HEART MURMUR ALO – ALLERGY OTHER HYP – HYPERTENSION ALZ – ALZHEIMER’S DISEASE IDV – IMMUNODEFICIENCY VIRUS ANB – ANOREXIA/BULIMIA IMC – IMMUNOCOMPROMISED ANM – ANEMIA IST – IMMUNOSUPPRESSIVE DRUG ART – ARTHRITIS THERAPY AST – ASTHMA KDY – KIDNEY DYSFUNCTION BLD – BLIND LDI – LUNG DISEASE BLP – BLEEDING PROBLEM LDY – THYROID DYSFUNCTION CAD – CORONARY ARTERY DISEASE MHC – MENTALLY HANDICAPPED CCH – CANCER CHEMOTHERAPY OBS – OBESITY SEVERE CHD – CONGENTIAL HEART DISEASE OSD – OBSTRUCTIVE SLEEP DISORDER CHF – CONGESTIVE HEART FAILURE PHV – PROSTHETIC HEART VALVE CIR – CIRRHOSIS PMK – PACEMAKER CLP – CLEFT LIP/PALATE PRG – PREGNANT CSD – CHRONIC SINUS DISEASE PRM – PREMEDICATION REQUIRED CTD – CONNECTIVE TISSUE DISORDER PVG – PROSTHETIC VASCULAR GRAFT CTH – CORTICOSTEROID THERAPY SYN – SYNCOPE CVA – CVA STROKE SZR – SEIZURE DISORDER DEF – DEAF TBP – TUBERCULIN POSITIVE DEP – DEPRESSION TMD – TMJ DISORDER DEP – LIVER DYSFUNCTION TOB – TOBACCO USER DIA – DIABETES TPL – BONE MARROW/ORGAN DRA – DRUG ABUSE TRANSPLANT XRO – XEROSTOMIA After selecting the appropriate clinical alerts, click OK or press Enter to begin developing a treatment plan. Student QR Manual 14 040614 CP
  15. 15. Procedure Field To enter procedure(s) in the treatment plan, your cursor must be in the procedure field. Select the Functions key and click ‘prompt’; or press F4 to see valid procedure code entries; or click on the ‘binocular’ icon. Type in the appropriate ADA procedure code, or click on the ‘binocular’ icon for a list of procedures by description. Student QR Manual 15 040614 CP
  16. 16. You may sort the procedure codes by entering the full description, or part of the description, or by entering the procedure code numerically. Example: Sorting a procedure code by description.  Click OK to sort to the description “Amalgam”. } Sort by description The procedure can also be sorted by the numerical procedure code, as shown next. Student QR Manual 16 040614 CP
  17. 17.  Click OK. When you have found the appropriate procedure code, highlight the code by using your mouse, then click OK. The procedure code will be entered in the treatment plan. NOTE: When choosing a procedure, do not choose any with ** in front of the description. You only need to enter the base code with the suffix 00. The procedures marked with ** are ‘step codes’ that are used for grading or for marking treatment milestones. They will automatically activate when appropriate. Student QR Manual 17 040614 CP
  18. 18. If you clicked OK on the treatment plan screen and did not enter a tooth number or surface when one is required, the system will give you an error message at the bottom of the screen. The procedure code, tooth and surface are the only required fields. After entering each code, click OK or press Enter. The system will tell you if a tooth number and/or surface is required. The ‘assigned’ column represents the student that is to perform a particular procedure. This column will automatically default to the student responsible for a patient unless otherwise specified by faculty. If a tooth entry is required on a tooth with a single digit identifier (e.g., tooth #9), it should be entered with a leading zero (e.g., 09). Quadrants can be entered in the tooth field for procedures requiring quadrant treatment, such as scaling / root planning. They are Q1, Q2, Q3, and Q4 (see below, right column). Student QR Manual 18 040614 CP
  19. 19. The following are the tooth numbers/codes available in Quick Recovery: TOOTH# DESCRIPTION TOOTH# DESCRIPTION 01 MAX RT 3RD MOLAR 32 MAND RT 3RD MOLAR 02 MAX RT 2ND MOLAR Q1 MAX RT QUADRANT 03 MAX RT 1ST MOLAR Q2 MAX LT QUADRANT 04 MAX RT 2ND BICUSPID Q3 MAND LT QUADRANT 05 MAX RT 1ST BICUSPID Q4 MAND RT QUADRANT 06 MAX RT CUSPID S1 MAX RT SEXTANT 07 MAX RT LAT INCISOR S2 MAX ANT SEXTANT 08 MAX RT CEN INCISOR S3 MAX LT SEXTANT 09 MAX LT CEN INCISOR S4 MAND LT SEXTANT 10 MAX LT LAT INCISOR S5 MAND ANT SEXTANT 11 MAX LT CUSPID S6 MAND RT SEXTANT 12 MAX LT 1ST BICUSPID MX MAXILLARY 13 MAX LT 2ND BICUSPID MN MANDIBULAR 14 MAX LT 1ST MOLAR A PRIM MAX RT 2ND MOLAR 15 MAX LT 2ND MOLAR B PRIM MAX RT 1ST MOLAR 16 MAX LT 3RD MOLAR C PRIM MAX RT CUSPID 17 MAND LT 3RD MOLAR D PRIM MAX RT LAT INCISOR 18 MAND LT 2ND MOLAR E PRIM MAX RT CEN INCISOR 19 MAND LT 1ST MOLAR F PRIM MAX LT CEN INCISOR 20 MAND LT 2ND BICUSPID G PRIM MAX LT LAT INCISOR 21 MAND LT 1ST BICUSPID H PRIM MAX LT CUSPID 22 MAND LT CUSPID I PRIM MAX LT 1ST MOLAR 23 MAND LT LAT INCISOR J PRIM MAX LT 2ND MOLAR 24 MAND LT CEN INCISOR K PRIM MAND LT CUSPID 25 MAND RT CEN INCISOR L PRIM MAND LT LAT INCISOR 26 MAND RT LAT INCISOR M PRIM MAND LT CEN INCISOR 27 MAND RT CUSPID N PRIM MAND RT CEN INCISOR 28 MAND RT 1ST BICUSPID O PRIM MAND RT LAT INCISOR 29 MAND RT 2ND BICUSPID P PRIM MAND RT CUSPID 30 MAND RT 1ST MOLAR Q PRIM MAND RT 1ST MOLAR 31 MAND RT 2ND MOLAR R PRIM MAND RT 2ND MOLAR The following are the tooth surfaces available in Quick Recovery: Student QR Manual 19 040614 CP
  20. 20. M MESIAL D DISTAL L LINGUAL F FACIAL O OCCLUSAL I INCISAL S SUPERNUMERARY Re-Sequencing Procedures within Treatment Plans As a treatment plan is being developed, if a procedure has not been entered or has been placed out-of-sequence, the code can be re-sequenced. See example below.  Highlight the code to be re-sequenced  Place cursor in the ‘Sequence’ column  Change the numerical value between the two sequence numbers you want the procedure placed. (Example: To place oral hygiene instructions after the scale/root plane, enter a number between 40 and 50. If you want it placed prior to scale/root plane, enter a sequence number between 1 and 10.) Student QR Manual 20 040614 CP
  21. 21.  Click OK Student QR Manual 21 040614 CP
  22. 22. Deleting Procedures within Treatment Plans  Highlight the procedure(s) to be deleted  Click on the ‘Delete’ button  The entire treatment plan will be automatically re-sequenced. Student QR Manual 22 040614 CP
  23. 23. The ‘P” column represents a phase within the treatment plan. A treatment plan can have several phases (Perio, Restorative, etc). When a plan is approved, the attending faculty may decide to leave a specific phase in an inactive status, and these inactive phases may not be started before the activated phases are completed. Before a treatment plan (or a specific phase) can be activated, it MUST BE APPROVED electronically by the specified Diagnostic Sciences faculty, or in the case of a child, by the Pediatric Dentistry faculty. You can print a copy of the treatment plan, but be aware that it will only print on the printer in the Record Room. The printed copy will have a place for the approving faculty signature, the student’s signature, and the patient’s signature. Before presenting a treatment plan to a patient (TPP), it must be reviewed and approved by the appropriate faculty (TPA). To select other options for your assigned patients, return to ‘Student’s Family’ screen, highlight the patient, and click on the ‘Display’ option. This will show you the patient’s demographic information. Please follow federal HIPAA Student QR Manual 23 040614 CP
  24. 24. Guidelines for ensuring patient confidentiality when using this system away from the UMC campus. ‘Patient Additional Information’ By clicking OK through the demographic screen, the patients’ emergency and family physician information is displayed. Student QR Manual 24 040614 CP
  25. 25. Student QR Manual 25 040614 CP
  26. 26. Work With Appointments From the ‘Student Family’ screen, highlight the patient you would like to schedule for an appointment. Click on the ‘Appt’ button. The ‘Appt’ button will allow you to view and/or schedule an appointment. Student QR Manual 26 040614 CP
  27. 27. The first screen will display any existing appointments the patient may have. (This sample patient does not have any scheduled appts at this time.) The sample patient below has two appointments scheduled. Student QR Manual 27 040614 CP
  28. 28. To schedule an appointment for this patient, click on ‘Functions’ and ‘Book New’ or F6 to schedule an appointment. After you click on ‘Book New’ it will bring you to a screen similar to the following, which can be sorted several ways. The screen below is sorted by Date/Dr/Time. This will enable you to scroll by date to see available appointments in each clinic. For the screen below, the clinics are closed on 6/17/2002 (‘Registration & Train’ is in the ‘Patient Name’ column.) The ‘Provider’ in this screen is the clinic, while the ‘Location’ column specifies the chairs available within that clinic. This will be explained in detail later in this text. Student QR Manual 28 040614 CP
  29. 29. To see another date, for example June19 2002, enter in the Date boxes the numerical month, day, and year as below. Click OK or press Enter. QR will sort by that date and default to the student available schedule. QR searched the date requested to show that A01 is available at 8:00AM, 10:00AM, 1:00PM and already has an appointment scheduled for 3:00PM on Wednesday June 19,2002. You will be able to view all scheduled appointments. If you are scheduled to be in a rotation, the name of the rotation will appear in the patient name field instead of a patient’s name. Appointments can be sorted three different ways. Student QR Manual 29 040614 CP
  30. 30. Click on ‘Functions’ and highlight the ‘Sort” button The following box will drop down to allow you to select the Sort option. Sorting by ‘Doctor / Date / Time’ will allow you to scroll through to see the next available appointment by student number. Below , the search is for student B26 and scrolling enables a view of the available schedule. B26 has available Student QR Manual 30 040614 CP
  31. 31. appointments at 8:00, 10:00, 1:00,and 3:00 on Wednesday June 19, 2002, etc. In order to successfully make an appointment, the student has to match chair availability. Appointments (chairs) will be blocked beyond two weeks. Every Thursday the next available week will open for scheduling. You now have to match a chair with a student. One way to do this is with the ‘Subset’ option. Enter in the ‘Doctors’ box the clinic in which you’d like to schedule an appointment. The box (below Left) sorts for the entire endodontics clinic. The Student QR Manual 31 040614 CP
  32. 32. box (below Right) will sort for a “Present” chair in the periodontics clinic. The sort can be very specific by entering more of the sort criteria. The following is the list of the abbreviations for the clinics: ‘Doctors’ Code ‘Location’ Code Oral Diagnosis Clinic ODX ODX (Admissions) Oral Surgery OMS ORS Endodontics EDO EDO (Treatment) EDC (Consult) EDF (Fills only) Orthodontics ORT ORTH Periodontics/Prevention PER PRES (Present) PRPV (Perio/Prevention Treatment) PESG (Surgery) Restorative RES RES Operative OPA OPA Fixed FIX FIX Metal try in FMT FMT Dental Assistant Utilization DAU DAU Student QR Manual 32 040614 CP
  33. 33. Removable REM REM Pediatric PED PEDO (Treatment) PDR (Recall) Final Care Assessment FPC FPC Highlight the appointment you would like to schedule and click on the ‘Select’ option. If you get a blank screen as in the one below, it means that you are already booked on that day. The system could not match you and a chair at that time. You will then have to go back to check your schedule and repeat the process. Student QR Manual 33 040614 CP
  34. 34. Once you get a screen that looks like the one below, you will need to verify that the Date, Time, and Clinic entries are all correct. Student QR Manual 34 040614 CP

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