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.
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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.
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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.
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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 of Graduation
Number of patients assigned to student/doctor
Search patient last/first name
Search patient by Quick Recovery account number
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:
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The date the patient was assigned to you
The date of the patient’s last appointment
The date of the patient’s next appointment
‘Assigned’ status means that the patient has been assigned to you
and a treatment plan needs to be developed and/or
‘TP-ACTIVE’ status means the patient has a current approved
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
‘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.
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From ‘Student’s Family’ click on a patient’s name to have the options become
available. You may access the following information:
View patient’s treatment plan
Request the dental record
Display patient demographics
Allow appointments to be scheduled; displays current appointments
Allows entry for patient charges and student grading
Allows student to view grades and productivity
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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’.
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This screen will display the following information:
Student/Doctor number and student/doctor last and first name
Student year of graduation
Name of Patient Care Coordinator (PCC)
Complexity Level of patient’s case
Patient’s QR account number and patient’s last and first name
Medical Review Date
Date patient was assigned to student
Treatment Plan Description
Date treatment plan was approved
Doctor who ‘Approved’ the treatment plan
Treatment Plan status
Date patient was initially assigned to student
Date of patient’s last visit
Date and time of patient’s next visit
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To view a treatment plan, highlight the desired treatment plan and click on the
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.
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Student/Doctor number, and last/first name
Provider’s year of graduation
Patient Care Coordinator
Complexity Level of patient’s case
Patient’s QR account number; last/first name of patient
Medical Review Date
Date patient was assigned to provider
Treatment plan header
Date treatment plan was created
Sort order of treatment plan
ADA procedure code/UMC Non-ADA Code (Look-up field)
Suffix and/or step that is tied to the procedure code
Tooth number (Look-up field). This is a two-digit field; enter tooth #1 as 01.
Surface of the tooth (Look-up field)
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Treatment Plan screen continued
Student/Doctor alphanumeric number. (Look-up field)
P (no longer in use)
Phase of treatment plan, this is a numeric field
Fee schedule (Look-up field)
Procedure code description
Fee listed for procedure
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 of service
Date patient was assigned to the student
Date of previous dental visit
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.
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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
The next section is free text describing the patient’s chief complaint and the
When you have finished this section click OK or press Enter.
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This next section of the treatment plan contains medical alerts relevant to a
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
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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
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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.
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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
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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
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.
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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).
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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:
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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
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.)
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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.
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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
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
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
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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.
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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.
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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.
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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.
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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.
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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
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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
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
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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)
EDF (Fills only)
Orthodontics ORT ORTH
Periodontics/Prevention PER PRES (Present)
PRPV (Perio/Prevention Treatment)
Restorative RES RES
Operative OPA OPA
Fixed FIX FIX
Metal try in FMT FMT
Dental Assistant Utilization DAU DAU
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Removable REM REM
Pediatric PED PEDO (Treatment)
Final Care Assessment FPC FPC
Highlight the appointment you would like to schedule and click on the ‘Select’
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.
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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.
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