iconsult integration - pbhs support · pdf file · 2015-12-22the iconsult...

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iConsult Integration The iConsult Integration allows users to share Carestream OMS images attached to patient charts with iConsult OMS that can be used to notate, markup and describe the planned treatment. This integration provides an iPad solution for the Oral Surgery Practice Management software. Although Carestream OMS Imaging allows users to attached Adobe (*.PDF) and Microsoft Word documents (*.DOC/*.DOCX), these document types are not sent or displayed in the iConsult OMS application. This item may be considered for future release. Once the images are reviewed during a consultation with the patient and notes are added, the consultation can be transferred back to the patient record in CS WinOMS for later reference. iConsult OMS Application Installation: The iConsult OMS application must be purchased from PBHS. The iConsult OMS Support team will provide logon credentials and direct you to the CS WinOMS Technical Support team for your activation code. As with most mobile devices, the actual software download will be available from the Apple Store.

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Page 1: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

iConsult Integration The iConsult Integration allows users to share Carestream OMS images attached to patient charts with iConsult OMS that can be used to notate, markup and describe the planned treatment. This integration provides an iPad solution for the Oral Surgery Practice Management software. Although Carestream OMS Imaging allows users to attached Adobe (*.PDF) and Microsoft Word documents (*.DOC/*.DOCX), these document types are not sent or displayed in the iConsult OMS application. This item may be considered for future release. Once the images are reviewed during a consultation with the patient and notes are added, the consultation can be transferred back to the patient record in CS WinOMS for later reference.

iConsult OMS Application Installation: The iConsult OMS application must be purchased from PBHS. The iConsult OMS Support team will provide logon credentials and direct you to the CS WinOMS Technical Support team for your activation code. As with most mobile devices, the actual software download will be available from the Apple Store.

Page 2: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

iConsult OMS Integration Setup/Configuration: Once support has provided the client with an activation code, the License Server is updated to allow use of the product. Update the user credentials and enable the iConsult product in the My Computer Setting menu: Utilities>My Computer Settings>PBHS (notice this tab has been renamed from Pat. Reg.).

Select the option to enable iConsult. This will enable the Username and Password fields. Note:

• Username provided from PBHS must be in an email address format (i.e. [email protected]).

• Selecting the <OK> option button saves the credentials to the database. The credentials are NOT validated against the PBHS server.

• The CS WinOMS user must be setup as a Staff member/provider.

Page 3: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

Otherwise, the following message is displayed when saving the iConsult credentials.

Page 4: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

iConsult – Send Patient Demographics and Images: Once the iConsult feature is licensed and enabled you will notice the Attachment tabs under both the EMR and Workspace will contain a new tab and option button:

The iConsult option button displays the iConsult Integration window that allows the user to select OMS Imaging visits to be transferred to the iPad solution via the iConsult OMS application.

The user has the ability to deselect visits that are not desired for the iConsult review. Select the Send button to transfer images to the iConsult OMS application.

Page 5: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

Note: At this point the images are converted to jpg and uploaded to the iConsult OMS application. A few screenshots are displayed below to demonstrate the continued workflow: Upon logon to the iConsult OMS application on the iPad, the Patient Menu is displayed that lists all patients sorted alphabetically.

Select Patient of interest from Current Patients list to open the “Consultation” page

The Demographic information that is sent directly from WinOMS is limited to First, Last Name and email address.

Page 6: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

In order to view images and add notes during the consultation, the user must select the Add New Consultation option button and a list of available presentations are displayed

You will see a list of pre-defined templates. The iConsult/PBHS team will provide additional templates for use when the integration is released. These templates should offer details for specific scenarios such as 4 3rds consultation, Wisdom Teeth Extraction, Full Mouth Consult and Extraction. Select one of the presentation templates from the list. The application opens to a four tabbed view. The following tabs are available:

Page 7: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

• Presentation Tab: displays stock images that can be reviewed with the patient and annotated as needed.

Page 8: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

Documents Tab: contains any patient registration/TruForm that is attached to the patient’s chart from within WinOMS.

Select the Tab to add document link and the TruForm/Patient Registration document will open. Within the iConsult application the user can add notes to the document that can be saved to the document for later review. Follow the online prompts to progress through each page of the TruForm. Changes are saved as user moves from page to page.

Page 9: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

Notes Tab: is available to allow the user to enter notes per the discussion with the patient during the consultation.

Page 10: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

Sketch Pad Tab: displays the OMS images and photos transferred from the WinOMS application.

Double-click the image from the Sketch Library for full screen view.

Page 11: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

The full screen view opens the image in edit mode and allows the user to annotate using the pen and text controls.

Once annotations are complete, the user can select the Save&Exit option to prepare the consultations for review with the WinOMS application. The user has the option to finalize the presentation or leave it active for later editing. Once a change is committed it cannot be changed or undone. Note: Finalized presentations are no longer viewable or editable on the iPad. Users have the ability to configure the application to download/receive both finalized and active presentations. Upon save, the presentations are listed with an active or finalized status on the Consultation page.

Page 12: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

iConsult – Receive Patient Demographics and Images: It is as this point the user can transfer the presentations to the WinOMS application. From within the WinOMS application, open the Patient Workspace>Attachments>iConsult tab>iConsult option button and select the Receive Patient Presentations option button

Notice the status bar indicator keeps the user informed of the progress. When all presentations are received successfully, the status bar provides the following message:

Page 13: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

Select the Close option to close the iConsult Integration window and display the received presentations:

Highlight location link and Open to view the received presentation files in the Windows Explorer:

Page 14: iConsult Integration - PBHS Support · PDF file · 2015-12-22The iConsult Integration allows users to share Carestream OMS images attached to patient charts with ... (*.PDF) and Microsoft

Note: When a TruForm/Patient Registration is annotated via the iConsult application, the PDF is also available for review via the Windows Explorer.