Nurses Training Guide - UCSF Radiation Oncology

MOSAIQ 

Nurses 

Training Guide 

Multi-ACCESS – MOSAIQ 1.20 

Module I: Getting Started

Nurses 

Training Guide 

MOSAIQ 

Oncology Management System 

Multi-ACCESS – MOSAIQ 1.20 

Module I: Getting Started 

Copyright 2007 

All Rights Reserved 

IMPAC Medical Systems

PUBLISHED BY: 

IMPAC Medical Systems, Inc. 

100 Mathilda Place, Fifth Floor 

Sunnyvale, CA 94086 

COPYRIGHT 2007 by IMPAC Medical Systems 

All Rights Reserved 

Instructional Designer/Writer: Cynthia Hull 

LTGMSQ0001 – 1.0 - 6/19/2007 

This manual contains proprietary information to be used exclusively 

by customers of IMPAC Medical Systems. All rights reserved. 

No part of the contents of this book may be reproduced or transmitted 

in any form or by any means without the written permission 

of IMPAC Medical Systems.

Table of Contents 


Table of Contents...........................................................................................................................................................................................i 

Introduction ................................................................................................................................................................. 1 

What’s In This Course ................................................................................................................................................................................ 1 

Document Conventions.............................................................................................................................................................................. 2 

Text Conventions...............................................................................................................................................................................................................2 

Mouse Conventions...........................................................................................................................................................................................................3 

Keyboard Conventions .....................................................................................................................................................................................................4 

Lesson 1 The Basics ................................................................................................................................................ 5 

Objectives....................................................................................................................................................................................................... 5 

Navigating the Application.......................................................................................................................................................................... 6 

Opening and Closing Patient Chart.......................................................................................................................................................... 8 

Using the eChart Navigator ..................................................................................................................................................................... 11 

Displaying the eChart Menu ....................................................................................................................................................................................... 11 

Displaying the eCHART Navigator Window........................................................................................................................................................... 14 

Configuring Navigator Notes....................................................................................................................................................................................... 16 

Configuring Your Workstation .................................................................................................................................................................................... 20 

INI Configuration for eCHART Navigator Views.................................................................................................................................................... 20 

Using Notes ................................................................................................................................................................................................. 25 

Adding a Note................................................................................................................................................................................................................. 26 

Editing and Appending Notes ..................................................................................................................................................................................... 29 

Locking and Unlocking Notes ..................................................................................................................................................................................... 31 

Viewing the Patient Notes Window........................................................................................................................................................................... 32 

Printing Notes.................................................................................................................................................................................................................. 32 

Displaying the Patient Facesheet ............................................................................................................................................................. 34 

Displaying Data .............................................................................................................................................................................................................. 34 

Using the Mail System................................................................................................................................................................................ 35 

Displaying the Mail Messages Window................................................................................................................................................................... 35 

Composing New Mail.................................................................................................................................................................................................... 37 

Editing Mail...................................................................................................................................................................................................................... 40 

Deleting Mail................................................................................................................................................................................................................... 40 

Purging Mail..................................................................................................................................................................................................................... 41 

Using Online Help ...................................................................................................................................................................................... 42 

Using F1 Help ................................................................................................................................................................................................................. 42 

Displaying the Help Menu........................................................................................................................................................................................... 42 

Viewing the Online Help Table of Contents............................................................................................................................................................ 45 

Using the Index Tab...................................................................................................................................................................................................... 47 

Using the Search Tab.................................................................................................................................................................................................... 48 

Using/Displaying the Glossary Tab............................................................................................................................................................................ 50 

Online Reference Tools ............................................................................................................................................................................ 51 

What’s Next ................................................................................................................................................................................................ 52 

The Quick Version ..................................................................................................................................................................................... 53 

Copyright 2007, IMPAC Medical Systems i 

LTGMSQ0001/1.0/19-Jun-2007

Nurses Training Guide 

Opening and Closing the Patient Chart.................................................................................................................................................................... 53 

Displaying the eChart Menu ....................................................................................................................................................................................... 53 

Displaying the eChart Navigator................................................................................................................................................................................ 53 

Configuring Navigator Notes....................................................................................................................................................................................... 53 

INI Configuration for eChart Navigator Default View.......................................................................................................................................... 53 

INI Configuration for eChart Navigator RadOnc View......................................................................................................................................... 54 

INI Configuration for eChart Navigator View 2..................................................................................................................................................... 54 

INI Configuration for eChart Navigator View 3..................................................................................................................................................... 54 

Adding Notes................................................................................................................................................................................................................... 54 

Editing and Appending Notes ..................................................................................................................................................................................... 54 

Locking and Unlocking Notes ..................................................................................................................................................................................... 55 

Viewing the Patient Notes Window........................................................................................................................................................................... 55 

Printing Notes.................................................................................................................................................................................................................. 55 

Viewing the Patient Facesheet .................................................................................................................................................................................... 55 

Displaying the Mail Messages Window ................................................................................................................................................................... 55 

Composing New Mail.................................................................................................................................................................................................... 55 

Editing Mail...................................................................................................................................................................................................................... 56 

Deleting Mail................................................................................................................................................................................................................... 56 

Purging Mail..................................................................................................................................................................................................................... 56 

Using F1 Help ................................................................................................................................................................................................................. 56 

Displaying the Help Menu........................................................................................................................................................................................... 56 

Viewing the Online Help Table of Contents............................................................................................................................................................ 56 

Using the Index Tab ...................................................................................................................................................................................................... 57 

Using the Search Tab.................................................................................................................................................................................................... 57 

Using/Displaying the Glossary Tab ............................................................................................................................................................................ 57 

Online Reference Tools................................................................................................................................................................................................. 57 

Lesson 2 Scheduling...............................................................................................................................................59 

Objectives..................................................................................................................................................................................................... 59 

Viewing the Staff Schedule ........................................................................................................................................................................ 60 

Creating an Appointment ......................................................................................................................................................................... 62 

Modifying an Appointment........................................................................................................................................................................ 68 

Deleting Appointments.............................................................................................................................................................................. 70 

Rescheduling Appointments ..................................................................................................................................................................... 71 

Pending Appointments............................................................................................................................................................................... 73 

Viewing the Daily Master Schedules....................................................................................................................................................... 75 

Working with Wave Appointments ....................................................................................................................................................... 81 

Adding a Wave Appointment...................................................................................................................................................................................... 81 

Editing a Wave Appointment...................................................................................................................................................................................... 82 

Viewing the Location Schedule................................................................................................................................................................ 85 

Using Daysheets.......................................................................................................................................................................................... 86 

Adding a Daysheet......................................................................................................................................................................................................... 86 

Displaying Daysheets .................................................................................................................................................................................................... 90 

Printing Daysheets.......................................................................................................................................................................................................... 93 

Using Multi-Resource Scheduling ............................................................................................................................................................ 95 

Removing a Pending Appointment...........................................................................................................................................................................100 

Printing a Patient Appointment Calendar ..............................................................................................................................................................101 

ii Copyright 2007, IMPAC Medical Systems 

LTGMSQ0001/1.0/19-Jun-2007


The Quick Version ...................................................................................................................................................................................104 

Viewing the Staff Schedule ........................................................................................................................................................................................104 

Creating an Appointment...........................................................................................................................................................................................104 

Modifying an Appointment........................................................................................................................................................................................105 

Deleting Appointments ...............................................................................................................................................................................................105 

Displaying Rescheduled Appointments...................................................................................................................................................................105 

Pending Appointments ................................................................................................................................................................................................105 

Viewing the Daily Master Schedule.........................................................................................................................................................................105 

Adding a Wave Appointment ...................................................................................................................................................................................106 

Editing a Wave Appointment....................................................................................................................................................................................106 

Scheduling Locations....................................................................................................................................................................................................106 

Adding a Daysheet.......................................................................................................................................................................................................107 

Displaying Daysheets ..................................................................................................................................................................................................107 

Printing Daysheets........................................................................................................................................................................................................108 

Removing Pending Appointments ............................................................................................................................................................................108 

Printing a Patient Appointment Calendar..............................................................................................................................................................108 

Copyright 2007, IMPAC Medical Systems iii 

LTGMSQ0001/1.0/19-Jun-2007


iv Copyright 2007, IMPAC Medical Systems 

LTGMSQ0001/1.0/19-Jun-2007


Copyright 2007, IMPAC Medical Systems 1 

LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Introduction 

Welcome to MOSAIQ Radiation Oncology Nurses Training. This book is your guide 

to unlocking the possibilities of the MOSAIQ 1.20 application software, hereafter 

referred to as MOSAIQ. It is designed to be used during your instructor-led training, 

and as a handy desk reference any time you need a quick reminder how to do 

something in MOSAIQ. We recommend that you keep this book near your 

workstation so you can find it easily when needed. 

This training guide is not intended to replace the MOSAIQ documentation, which is 

contained in the MOSAIQ Help system. The MOSAIQ Help system provides indepth 

information on all available MOSAIQ features. 

Radiation Oncology Nurses Training is a Basic course that covers how to use MOSAIQ. 

This course assumes that you have basic Windows skills and have taken, and are 

familiar with, the concepts presented in MOSAIQ General Introduction training. 

Topics presented in this course build upon the concepts learned in the General 

Introduction. 

What’s In This Course 

In this course, you will learn the basics of MOSAIQ, register patients, patient 

diagnosis and intervention, view and create staff and location schedules, capture and 

review codes, access the Medications Formulary, and access allergies and alerts. You 

will also learn how to edit medications, display the Follow-Up Status Summary 

window, display the Documents window, use Quality Checklists, explore Clinical 

Trials, generate Orders, display patient vital signs and laboratory results, customize 

vital signs and laboratory and assessment forms, and use Care Plans. 

This course will not teach you basics on using MOSAIQ, which are covered in the 

General Introduction. 

Note that when you are working in the practice database, all activities are enabled for 

the practice ID. In your clinical database, you may or may not have security rights to 

do all the activities that you will do in this course.


Notes 

Document Conventions 

This document uses specific conventions, or rules, in the instructions to help you 

perform the exercises correctly. This section explains the text, mouse, and keyboard 

conventions used in this document. 

Text Conventions 

The instructions in this guide are formatted to make them easy to read and to 

recognize when you should perform a particular task. The following text conventions 

are used in the instructions: 

Bold Print Indicates menu or list items that you select. 

Example: Click File | Register New Patient…. 

Example: In the Select Patient window, click Lamb, Mary. 

Italics Indicates words or phrases that appear on the computer 

screen, references to text or a number as itself, or new terms 

that are being defined. 

Highlighted 

Print 

Example: Position the insertion point to the left of p in 

patient. 

Example: Annotation is the process of adding customized 

notes to a Help topic. 

Indicates something you type. 

Example: Type 3000. 

Explanations Located directly below the step. 

Menus Menu commands that are executed one directly after the other 

are separated by a vertical line. 

Buttons and 

Icons 

Example: Click File | System Utilities | Supplies… 

means from the menu bar, click File, from the File 

menu, point to the System Utilities command, 

and from the System Utilities menu, click the 

Supplies… command. 

Indicate items on which you click. 

Example: Click . 

Example: Click . 

2 Copyright 2007, IMPAC Medical Systems 

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Introduction 


LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Notes, Hints, 

and Warnings 

Note example: 

Hint example: 

Warning example: 

Mouse Conventions 

Notes, hints and warnings are preceded by unique symbols 

and are presented in a shaded box. Notes provide ancillary 

information, hints provide tips to help you use the system, 

and warnings provide important information on the 

consequences of performing a particular action. 

You can also display the eCHART Navigator window by 

pressing F5. 

You may find it helpful to print out illustrations from the 

Help reference tools to include with patient education 

materials. 

Once you change the status of an order to Voided, you 

cannot change the status again. 

The following terms are used to describe actions you perform with the mouse: 

Click Press and release the left mouse button. 

Double-click Click the left mouse button twice in rapid succession. 

Right-click Press and release the right mouse button. 

Drag Move the mouse while holding down the left mouse button. 

Highlight Drag the mouse pointer across data, causing the information 

to appear in reverse video.


Notes Keyboard Conventions 

Keys that do not produce a character appear in all upper case bold print. These keys 

include: 

Function Keys F1, F2, F3, F4, F5, F6, F7, F8, F9, F10, F11, and F12. 

Booster Keys ALT, CTRL, and SHIFT. 

Pointer 

Movement 

Keys 

HOME, PAGE UP, PAGE DOWN, END, TAB, and the 

arrow keys. 

Other Keys BACKSPACE, DELETE, INSERT, CAPS LOCK, ESC, 

ENTER, SPACEBAR, PRINT SCRN, SCROLL LOCK, 

PAUSE, and NUM LOCK. 

Two or more keys that should be pressed simultaneously are separated by a plus sign. 

Example: Press CTRL+F4. 

Example: Press ALT+N. 


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Notes 

Lesson 1 The Basics 

Objectives 

You will learn how to: 

• Navigate the Application 

• Open and Close Patient Chart 

• Display eChart Navigator 

• Use Notes 

• Display the Patient Facesheet 

• Manage Mail System 

• Utilize Online Help and Reference Tools 

As a Windows application, MOSAIQ contains many standardized components. Once 

you learn how to use a particular component, all similar components work the same. 

Menus and toolbar buttons are two of these standard components. Menus contain 

commands that you use to execute MOSAIQ features. All MOSAIQ functions are 

executed from menus. 

Many of the functions in MOSAIQ require you to select a patient in advance. If you 

attempt to perform a function that requires a patient chart to be open, a selection 

window automatically displays from which you can choose a patient. 

To select an existing patient, you must have Administrative | 

General | View rights. 

To view the eChart Navigator and the Diagnoses and 

Interventions window, you must have Clinical | General | 

View rights. 

To configure the tab labels, you must have Clinical | General 

| Modify rights. 

To compose new mail, you must have Clinical | Notes | 

Modify rights.


Notes 

Navigating the Application 

The MOSAIQ main application window consists of a Title Bar, Menu Bar, Tool Bar, 

Display Area (or Workspace), and Status Bar. In this exercise, you will navigate around 

the MOSAIQ Application window. 

1. Log on to MOSAIQ. 

Figure 1. 

Displays the MOSAIQ Application window, shown in 

Title Bar Menu Bar Tool Bar 

Display Area 

Status Bar 

Figure 1: Multi-ACCESS Application Window 


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Lesson 1: The Basics 


LTGMSQ0001/1.0/19-Jun-2007 

Notes The MOSAIQ Application window consists of the following. 

Title Bar Displays the name of the application. Also 

contains the following buttons: 

Displays the application control menu 

which you use to move, minimize, 

maximize, restore, and close the 

MOSAIQ window. 

Minimizes the MOSAIQ window. 

Maximizes the MOSAIQ window. This 

button displays only when the window is 

not maximized 

Restores the MOSAIQ window to its 

original size. This button displays only 

when the window is maximized. 

Closes the MOSAIQ window. Closing the 

window logs you off the system and exits 

MOSAIQ. 

Tool Bar Contains icon buttons that enable you to quickly 

access frequently used functions. 

Menu Bar Contains File, Schedule, eChart, Tools, Code 

Mgmt, Claims, Payments, Ledgers, Window, and 

Help menus. These menus enable access to all the 

features and functions in the application. 

Display Area Displays the window, dialog box, menu, or 

message selected. 

Status Bar Displays information for the current active feature 

or the function of a button (displays in the 

bottom portion of the window) The initials of the 

user currently logged in displays in the far right 

section of the Status Bar.


Notes 

Opening and Closing Patient Chart 

Use the Select Patient window to select a patient, display the Patient Facts & Photo 

dialog box for a highlighted patient, search for a particular patient by name, and 

specify those patients to display and which Patient ID to display (primary and/or 

secondary). If a patient record is open and you click Open Patient Chart to select 

another patient, the open patient record closes and the record for the newly selected 

patient opens. In this exercise, you will open and close the Select Patient window. 

1. Log on to MOSAIQ, then click File | Open Patient Chart…. 

Displays the Select Patient window, shown in Figure 2. 

Figure 2: Select Patient Window 

You can also display the Select Patient window by pressing 

F2 or clicking from the 

Tool Bar. 


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Notes The Select Patient window contains the following features and components. 

View Determines the information that displays for each 

patient. 

You can choose from Demographics, 

Admissions, Referral, Primary Payer, Identifiers, 

and Default groupings: 

Demographics: Displays Gender, Address, 

Home/Work Phone numbers, Birth Date, and 

Social Security number. 

Admissions: Displays Department, Inpatient 

status, Attending MD, Admit/Discharge dates, 

and Diagnosis Category. 

Referral: Referring MD, Practice, Address, and 

Phone number. 

Primary Payer: Financial Class, Address, Phone 

number, and required Copay Amount. 

Identifiers: Displays all the patients’ ID 

numbers (IDA through IDF, and Social Security). 

The IDA through IDF field labels are 

configurable through System Utilities. 

Default: Displays only the patients’ names, IDA 

and IDB, birth date and chart statuses (clinical 

and administrative). 

Find Used to enter the name (or other criteria) of a 

patient for which to search. This field is helpful 

when looking for a patient when the list of 

registered patients is lengthy. Begin typing the 

patient name (last, first); when sufficient 

characters are entered for the system to recognize 

a match, the highlight bar moves to that patient. 

Last, First Name Displays the patient name. Names display as they 

are entered during new patient registration. 

MedRc Displays the patient's medical record number 

(primary ID). IDs appear as entered during new 

patient registration or as generated by the 

software (if your system has been configured to 

auto-generate IDs). Your site administrator 

configures ID labels in Department Setup.


Notes RadOn Displays the secondary ID. Your site 

administrator can modify the label in Department 

Setup. 

Status Displays the patient statuses. A patient's Clinical 

status can be New, On Tx, Break, Tx Complete, 

Follow Up, Re-evaluate, Patient Inactive, or 

Other. A patient's Administrative status can be 

Not Restricted, Alert Only, or Restricted. A 

patient's Selection List status can be Active or 

Inactive. The default view for Clinical status is 

New. The default view for the Administrative 

status is Not Restricted. 

Filter By Applies filters to the patient list. The available 

filters are Active, Inactive, and All. You can 

modify the filters from the Status window 

Selection List tab. Selecting Active includes only 

the patients currently active. Selecting Inactive 

includes only the patients currently inactive. 

Selecting All displays all registered patients 

regardless of their status. 

Sort By Sorts the patient list. The available sort routines 

will vary depending on the View selected. 

2. Click . 

Closes the window. 

Selects a highlighted patient. 

Adds a new patient. Opens the New Patient 

Registration dialog box. 

Displays the Facts & Photo dialog box. 

Displays the Change Patient Status dialog box. 

You can use any combination of view, filter, and sort order. 

The view you have selected will be the default view the next 

time you log into MOSAIQ. 

Closes the Select Patient window. 


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Notes 

Using the eChart Navigator 

eChart is a multi-functional electronic treatment chart that organizes and maintains the 

critical treatment information required throughout the course of radiation therapy. In 

the following exercises, you will display the eChart menu and the eCHART Navigator 

window. 

Displaying the eChart Menu 

In this exercise, you will select an existing a patient, then display the eChart menu. 

1. Click File | Open Patient Chart…. 

2. Double-click a patient of your choosing. 

Displays the patient’s name in the Open Patient Chart button, located on the Tool 

Bar, shown in Figure 3. If a message box displays, indicating the patient is missing 

a Privacy Notice, click . 

3. Click eChart. 

Figure 3: Patient Button on Tool Bar 

Displays the eChart menu, shown in Figure 4 . 

Figure 4: eChart Menu


Notes The eChart menu contains the following commands. 

Navigator… Displays the eCHART Navigator window, from 

which you can create clinical patient notes, view 

summary information on all aspects of a patient’s 

chart, and access the information from one view. 

Diagnoses and 

Interventions… 

Displays the Diagnoses and Interventions 

window, from which you can define a patient’s 

diagnosis, as well as define courses of treatment 

for each patient. 

Orders… Displays the Orders dialog box, from which you 

can enter or update any non-radiotherapy order 

such as observation orders, text orders, and/or 

pharmacy orders. 

Flowsheet… Displays the Flowsheet window, from which you 

can display user-configured views of the patient’s 

labs, vitals, and assessment information. 

Clinician Worksheet… 

(Not Used by Radiation 

Oncology) 

Radiotherapy 

Treatment… 

Displays the Clinician Worksheet window. The 

Clinician Worksheet enables you to manage 

orders, care plans, assessments, and other patient 

information from one screen. 

Displays the Treatment Chart window, which you 

can view the patient’s daily treatment records. 

Vital Signs… Displays the Vital Signs tab of the Flowsheet 

window, from which you can record a patient’s 

vital signs, such as blood count, weight, and 

reactions. 

Laboratory… Displays the Laboratory tab of the Flowsheet 

window, from which you can record labs results. 

Lab Results Worklist… Displays the Lab Results Worklist window. Use 

the Lab Results Worklist to filter, then status, lab 

results for patients. 

Assessments… Displays the Assessments tab of the Flowsheet 

window, from which you can create a userdefined 

patient care record. This enables you to 

objectively assess a patient’s status by selecting 

from standardized criteria. Only available with the 

eVAL license. 

Allergies and Alerts… Displays the Allergies by Severity dialog box, 

from which you can create any allergies and alerts 

that could affect the course of therapy. 


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Notes Other Medications… Displays the Other Medications window, from 

which you can track medications that are not part 

of the patient’s Care Plan. 

Notes… Displays the Patient Notes window, from which 

you can attach notes to the patient’s electronic 

medical record, as well as read and edit existing 

notes. 

Documents… Displays the Documents window, from which 

you can add and edit eSCRIBE documents and 

PhAST Note documents, as well as import 

scanned documents with eSCAN. 

Images… Displays the Image List window, from which you 

can view a complete listing of all of the patient’s 

ID photo and field setup images and any medical 

images. 

External Image Studies… Reserved for Future. 

Follow-Up… Displays the Follow-Up Status Summary window, 

from which you can record and track patient 

progress post-treatment. 

Chart Check… Displays the Chart Check Options dialog box, 

from which you can support the physicist’s weekly 

chart reviews.


Notes 

Displaying the eCHART Navigator Window 

The eCHART Navigator window provides access to patient information. You can 

enter or update summary information from selected areas of eCHART for the selected 

patient, such as diagnoses or medication orders. You can create clinical notes for the 

patient and assign them to a clinical category. In this exercise, you will display the 

eCHART Navigator window. 

1. Click from the Tool Bar. 

Displays the eCHART Navigator window, shown in Figure 5 . 

You can also display the eCHART Navigator by pressing F5 

or clicking eChart | Navigator…. 

Clinical note tabs 

Clinical note contents 

Diagnosis and patient information 

Current clinical note tab 

Summary information from the Diagnose 

and Interventions window 

Figure 5: eCHART Navigator Window 


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Notes The eCHART Navigator window contains the following features and 

components. 

Diagnosis Display Displays the name of the patient, his/her medical 

record number, and age/date of birth, as well as 

attending and referring physicians. 

Note buttons Displays notes related to the tabs, which are 

defined for a specific department. The default 

tabs enable you to add notes about a patient’s 

family, social, or radiological history. These are 

configurable for your department. 

Displays the main tab of the Flowsheet window, 

from which you can view assessment, lab, or 

other information about a patient. You must be 

registered for eCHART for this button to be 

active. 

Displays the Assessment tab in the Flowsheet 

window, from which you can view or change 

assessment information on a patient. 

Displays the Image List window, from which you 

can view or change images for a patient. 

Displays the patient’s Quality Checklist window, 

from which you can view or change Quality 

Checklist items for a patient. 

Displays the Patient Schedule window, from 

which you can view or change scheduled 

appointments and activities for a patient. 

Displays diagnosis information entered from the 

Diagnoses and Interventions window. Clicking 

displays the 

Diagnoses and Interventions window. 

Displays observation and medication orders, as 

well as their status, for the last 14 days. Clicking 

displays the Orders 

dialog box. 

Displays any eSCRIBE, eSCAN, or PhAST Note 

documents related to the patient, as well as the 

date and status of the documents. Clicking 

displays the 

Documents window.


Notes 

Configuring Navigator Notes 

Displays the labs and vital statistic information for 

the last 21 days. Information is listed 

alphabetically. Clicking 

displays the 

Laboratory tab in the Flowsheet window. 

Displays the expanded Dose Site Summary with 

an option to display dose action points. Dose 

Sites are listed in the same order as they are 

displayed on the Diagnoses and Interventions 

window. 

Displays any allergies the patient may have, as well 

as any medical alerts (such as DNR or Do Not 

Resuscitate). Clicking 

displays the Allergies by Severity dialog box. 

Displays any other medications the patient may be 

taking during treatment. Clicking 

displays the Other 

Medications window. 

The Navigator Configuration dialog box enables you to configure the labels that 

display on each of the five tabs in the patient clinical summary on the eCHART 

Navigator window. The labels that display on the eCHART Navigator tabs can be 

configured to display any text your department requires, up to eight characters each. 

ALL departments share configuration settings; therefore, 

modifying the labels that display on the tabs affects ALL 

departments. 

1. Right-click anywhere on the Clinical Notes tab section. 

Displays the Notes Options menu, shown in Figure 6 . 


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Notes Figure 6: Notes Options Menu 

The Notes Options menu contains the following commands. 

Add to Summary Notes Copies the selected text in any of the viewing 

panes to the Summary Writer pane. 

Cut Cuts selected text from the Summary Writer pane 

to the clipboard. 

Copy Copies selected text to the clipboard. 

Paste After copying text using CTRL+C, places the 

text in the clipboard into the Summary Writer 

pane. 

Delete Deletes selected text from the Summary Writer 

pane. 

Find Text in Summary 

Notes 

Displays the Find Text In Summary Notes dialog 

box, which you use to search for text in long 

summaries. 

Find Next Displays the Find Text In Summary Notes dialog 

box, which you use to find the next occurrence of 

the text displayed in the Find field. 

Select All Selects all of the text in the pane containing the 

insertion point. 

Print Summary Notes 

Displays a sub-menu containing the following 

commands: 

Current Category - Prints all text in the Summary 

Tabs pane for the displayed tab. 

All Categories - Prints all text in the Summary 

Tabs pane for all the tabs. 

Go to Patient Notes Displays the Patient Notes window, which you 

can use to view, add, edit, and delete notes, 

including summary notes, for the selected patient. 

Configuration Displays the Navigator Configuration dialog box, 

which you can use to enter the labels for the tabs 

displayed in the Summary Tabs pane, whether or 

not to automatically lock notes, and whether or 

not staff initials and date stamp displays next to 

new notes entered in the Summary Writer. 

2. Click Configuration….


Notes Displays the Navigator Configuration dialog box, as shown in Figure 7. 

Figure 7: Navigator Configuration Dialog Box 

ALL departments share the configuration settings; 

therefore, modifying tab names affects ALL 

departments. 

The Navigator Configuration dialog box contains the following components. 

Tab 1-5 Specifies the label to display on each summary 

tab, maximum of eight characters each. Tab labels 

are shared by all departments. 

Automatically Lock New 

Notes 

Show Date/Time and 

Staff Initials of Notes 

Applies only to the currently logged-in staff 

member and must be set for each ID by the user. 

This checkbox indicates whether you want to 

automatically lock new notes that you create; 

otherwise, leave the box unchecked. 

Applies only to the currently logged-in staff 

member and must be set for each ID by the user. 

This checkbox indicates whether you want a 

date/time stamp and your user initials to display 

next to the notes you enter; otherwise, leave the 

box unchecked. 

3. Modify the label names for the Tab 1-5 fields, then click . 

Displays the Information message box, shown in Figure 8. 

Figure 8: Information Message Box 


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Notes 

4. Click . 

Applies the changes when you restart the eCHART Navigator.


Notes 

Configuring Your Workstation 

Provisions have been made in MOSAIQ (Multi-ACCESS – MOSAIQ 1.20 and 

higher) to offer multiple views in the eCHART Navigator. 

INI Configuration for eCHART Navigator Views 

The Navigator view is determined by the description entered in the Navigator= line of 

the [Global] section of the IMPAC.INI file. The options are: leave blank, RadOnc 2 

or 3 (see descriptions below). A view must be set for each workstation running 

MOSAIQ, or the default view displays. 

Default View 

This is a general practice view that displays the Other Medications pane. Nursing staff 

in Medical and Radiation Oncology often prefer this view. 

1. Click and select Run. 

Displays the Run dialog box, shown below. 

2. Type the following in the Open field: 

impac.ini 

3. Click . 

Figure 9: Run Dialog Box 

Displays the IMPAC.INI file in Notepad. 


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Notes 4. Within the [Global] section, locate the Navigator = entry, shown below. 

Figure 10: IMPAC.INI File Window 

5. To retain the default view, leave this field blank. 

6. Save the file and close Notepad. 

You must restart MOSAIQ in order for the changes to 

display. 

7. Open the eCHART Navigator. 

Displays the default view, shown below. 

Figure 11: eCHART Navigator – Default View


Notes Radiation Oncology View 

This view is traditionally used by Radiation Oncology sites and displays a summary of 

prescribed and current doses for each dose tracking site and a summary of any dose 

action points defined in the Dose Site Summary pane. 

1. Edit the impac.ini file to reflect Navigator =: 

RadOnc 



Displays the radiation oncology view, shown below. 

Figure 12: eCHART Navigator – RadOnc View 


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Notes Expanded Dose Site Summary View 

This view expands the Dose Site Summary pane to show start and last treatment dates, 

actual and prescribed fractions, and summary information about dose tracking sites. 

The Treatment Fields pane provides an overview of the treatment fields defined for 

the patient, including MU, dose, energy, modality, and blocking/beam modifiers for 

each field. 


2 




Figure 13: eCHART Navigator – 2 View


Notes Expanded Dose Site Summary without Dose Action Points View 

This view is similar to Navigator=2 without Dose Action Points in the Dose Site 

Summary pane. 


3 




Figure 14: eCHART Navigator – 3 View 


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Notes 

Using Notes 

In the following exercises, you will view, edit and append patient notes, and enter 

general patient notes. You will also lock and unlock notes. 

Notes are available via the File menu, eChart menu, and 

eChart Navigator. 

There are three types of patient notes available in the MOSAIQ system. 

Dialog Box Specific Notes attached to any dialog box that displays 

. The note is specific to the current 

patient. 

General Notes related to the patient chart, but which are 

not attached to any specific dialog box. 

eChart Checklist When you perform a chart check using the eChart 

Checklist, an electronic patient note is 

automatically generated. Note that this feature 

must be turned on in Department Setup to save 

the Chart Checklist as a note.


Notes 

Adding a Note 

1. Click File | Notes…. 

Displays the Patient Notes window, shown in Figure 15 . 

Figure 15: Patient Notes Window 

The Patient Notes window contains the following features and components. 

View General patient notes are created from the Patient 

Notes window whereas the patient notes listed 

under all were created by clicking the Notes 

button while in a form such as Orders. 

Type Displays the note type as entered in the Patient 

Note dialog box. Possible note types are: Admin- 

General, Billing, Clinical-General, Dosimetry, 

Lab, Nursing, Physician, and Physics. You can 

create additional note types in Department Setup. 

Category When a note type is defined, the system 

automatically assigns a Category to the note: 

Clinical or Admin (administrative). The note type 

category defines whether users require 

clinical/notes or administrative/notes security 

rights to access the note. 

Created Displays the date the note was first created. 

By Displays the initials of the user who initially 

created the note. 


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Notes Edited Displays the date upon which the note was last 

edited. 

By Displays the initials of the user who initially 

created the note. 

Subject If an entry was made in the Subject field of the 

Patient Note window, displays the text of the 

field. If no entry was made in the Subject field, 

displays up to the first 40 characters of the actual 

note text. 

2. Click . 

Displays the Patient Note window. 

Closes the window. 

Displays the Patient Note window, enabling you 

to add notes to the electronic patient record. 

Displays Patient Note window, enabling you to 

edit a note as long as it is not locked. 

Deletes the selected patient note as long as it is 

not locked.


Notes 

Figure 16: Patient Note Window – Add 

The Patient Note window contains the following features and components. 

Created Displays the date on which the note was created 

and the initials of the user who created the note. 

Edited If the note was edited subsequent to the creation 

date, displays the date the note was modified and 

the initials of the individual who modified the 

note. 

Locked If the note is locked, displays the date the note 

was locked along with initials of the user who 

locked the note. 

Type Displays when you use the Patient Note 

(Extended Note) window to add, edit, or delete a 

general patient note. You must assign a note type. 

Click to display the selection list. (Note types 

are system-configurable, and as such, some 

choices might include: Admin-General, Billing, 

Clinical-General, Dosimetry, Lab, Nursing, 

Physician, and Physics. The note type assigned 

determines who has access to the information.) 

Subject Specifies the subject of the note. You may enter 

any text summarizing the content of the note. 


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Notes 

Editing and Appending Notes 

Once you complete the note, click to 

attach it to the dialog box. 

When a note has been created from a form such 

as Orders, its presence is indicated by a 

appearing next to the Note button. If the note is 

also a message, the message is transmitted. 

If you click Cancel to exit the dialog box, the 

newly created or modified note is ignored and not 

recorded. No message is transmitted. 

You can use the Append option to add comments to any note without changing the 

original note text. When you append text to a note, the date and your user ID initials 

are added to the appended note text. In this exercise, you will append text to notes. 


Displays the Patient Note window, shown earlier in Figure 15. 

2. Select the note type, then click . 

Displays the Patient Note window for the selected note, shown in Figure 17. 

Figure 17: Patient Note Window - Edit


Notes 3. Right-click anywhere in the Patient Note window. 

Displays the Patient Note Options menu, shown in Figure 18. 

Figure 18: Patient Note Options Menu 

Pressing Ctrl + A also appends the note. 

The Patient Note Options menu contains the following commands. 

Append Adds date and time stamp and user initials to the 

note. This enables you to keep track of edits made 

to the note. 

Lock Enables you to lock the note. Locked notes 

cannot be modified. Only the person who locks a 

note may unlock the note. You must unlock the 

note within 24 hours, otherwise it cannot be 

unlocked. Pressing Ctrl + L also executes the 

lock. 

Unlock Enables you to unlock the note. Only the person 

who locks a note may unlock the note. Pressing 

CTRL+U also unlocks the note. 

Reply Displays the Reply To Mail dialog box, which you 

use to specify the format and distribution of a 

mail message response. 

Distribution Displays the Mail Distribution List, which you use 

to view the message's original distribution list. 

Mail To Displays the Select Directory dialog box, which 

prompts you to select either Staff or Location 

when using the Mail feature within MOSAIQ. 

Print Note Displays the standard Print dialog box. Use this 

option to print a copy of the note. 


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Notes 4. Click Append. 

Adds the current date, time and user initials are added. 

5. Type in the appended note text, then click . 

Appends the note is appended. 

Locking and Unlocking Notes 

You can lock a note so that only you can unlock and edit it. Other users cannot 

change, append, or delete a note locked by you. In this exercise, you will lock and 

unlock notes. 

1. Select the note, then click . 

Displays the Patient Note window. 

2. Right-click anywhere in the patient note to display the Patient Note Options 

menu, then click Lock. 

Displays the Lock dialog box, shown in Figure 19. 

Figure 19: Lock Dialog Box 

Your user ID is automatically entered in the Name field. 

3. Type your password, then click . 

Unlocks the note with your user ID and password. An asterisk (*) displays next to 

the note type in the Patient Notes window, which indicates that the note is locked. 

4. Follow step 1 above, Right-click to display the Patient Note Options menu, then 

click Unlock. 

Displays the Lock dialog box. 

5. Continue with step 3 above. 

Unlocks the note.


Notes 

Viewing the Patient Notes Window 

You can view any notes associated with a patient in the Patient Notes window via 

Notes or eCHART Navigator. In this exercise, you will view the Patient Notes 

window. 

1. Click eChart | Notes…. 

Displays the Patient Notes window for the current patient, shown in Figure 20. 

Figure 20: Patient Notes Window – All Patient Notes View 

The Patient Notes window defaults to display only general patient notes. You can 

specify to view All Patients Notes, including notes associated with a specific dialogue 

box in other areas of the patient’s medical records. 

2. Click next to View, then select All Patient Notes. 

Displays all patient notes for the current patient. 

Printing Notes 


Displays the Patient Notes window for the patient selected. 

2. Right-click anywhere in the Patient Notes window. 

3. Click . 

Displays the Print dialog box, shown in Figure 21. 


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Notes 

Figure 21: Print Dialog Box 

The Print dialog box contains the following features and components. 

Print Report Use the Screen, Printer, and File option buttons to 

specify the destination. 

Screen - outputs the report to your monitor 

when you click . 

Printer - activates the Print Setup button; the 

report is output to the printer (default or 

specified) when you click . 

File - displays the standard Windows Export 

dialog box when you click . Use 

the Export dialog box to specify the file format 

and file destination. 

Copies Specifies the number of copies to print. 

Outputs the report to screen, to a specified or 

default printer, or in a selected format to a 

specified file location. 

Closes the Print dialog box. Nothing is printed. 

Displays the standard Windows Print Setup dialog 

box, enabling you to specify the printer (and 

additional information) to which your report is 

sent.


Notes 

Displaying the Patient Facesheet 

The Patient Facesheet tab displays summary information entered using the Patient 

Demographic Data dialog box and the Patient Insurance Information window. 

Displaying Data 

1. Click File | Facesheet…. 


Displays the eCHART Navigator Patient Facesheet tab, shown below. 

Displays Patient Demographic 

Data dialog box | Name tab 

Displays Patient 

Demographic Data dialog 

box | Attending tab 

Displays Patient Insurance 

Information window 

Figure 22: eCHAR Navigator – Patient Facesheet Tab 

You can also display the Facesheet tab by pressing F6 or 

clicking from the Tool Bar. 

The icon indicates that you can click anywhere in the 

information pane to access additional detailed information. 


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Notes Using the Mail System 

MOSAIQ provides an internal messaging system that enables you to send electronic 

mail messages to staff members or locations with access to MOSAIQ. The Mail 

Messages window displays a filtered listing of messages sent or received by the 

currently logged in staff member. In the following exercises, you will access mail, send 

a message, reply to messages, forward messages, view distribution lists, and purge mail. 

Displaying the Mail Messages Window 

1. Click Tools | Mail. 

Displays the Mail Messages window, shown in Figure 23. 

Figure 23: Mail Messages Window 

When you have new mail waiting, the following icon displays and changes from 

to . 

If you are logged off when a mail message is received, the following alert displays 

when you log in. 

Figure 24: ReadMail? Message


Notes The Mail Messages window contains the following features and components. 

View Applies a viewing filter to your mail box 

messages. 

Staff InBox-Unread – Displays a listing of all 

previously unviewed/unread incoming mail 

messages for the currently logged in staff 

member. 

Staff InBox-All – Displays a listing of all 

incoming mail messages for the currently logged 

in staff member; in this view, messages that have 

been viewed/read are preceded with a . 

Staff OutBox-Unread – Displays a listing of all 

unread outgoing mail messages authored by the 

currently logged in staff member. 

Staff OutBox-All – Displays a listing of all, 

outgoing mail messages; in this view, messages 

that have been read by the recipient are preceded 

with a . 

The Staff OutBox views (Unread and All) track 

mail messages when the sender requests a receipt. 

If a receipt is not requested, then the message is 

not tracked. 

From/To Displays the message sender/recipient depending 

on the View filter selected. 

Date/Time Displays the date and time the message was 

written. 

Subject Displays the subject of the message. 

Closes the Mail Messages window. 

Enables you to create a new mail message. 

Enables you to modify an existing mail message. 

Deletes the selected message. In all views, you can 

use the Space bar to tag/untag multiple mail 

messages for mass deletion. 


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Notes 

Composing New Mail 

1. In the Mail Messages window, click . 

These options are only available in the two Staff 

Outbox Views. Right-click anywhere in the Mail 

Messages window to display. 

Cancel - Removes the currently selected mail 

message from the message box. 

Purge - Select to delete all outbox entries older 

than one week and all read messages. 

Displays the Mail Message window, shown in Figure 25. 

Figure 25: Mail Message Window


Notes The Mail Message window contains the following features. 

Created Displays the date on which the note was created 

and the initials of the user who created the note. 

Edited If the note is edited subsequent to the creation 

date, displays the modification date and the initials 

of the individual who modified the note. 

Locked If the note is locked, displays the date the note 

was locked and the initials of the user locking the 

note. 

Patient Displays the Patient Select window. 

Type Displays note types. These are the same types 

used when creating a patient note. 

Subject Specifies the subject of the note. You may enter 

any text summarizing the content of the note. 

Text Box Used to enter the note text. 

2. Click next to the Patient field. 

Displays the Select Patient window. 

3. Double-click your patient. 

Enters the selected patient in the Patient field. 

4. Click next to the Type field, then select Physician. 

Indicates the type of note. 

The Type field is the only required field when sending a 

message. 

5. Press TAB, type Office Visit in the Subject field, then press TAB. 

6. Type the following message in the text box: 

Patient has requested an office visit with you before continuing 

treatments. Is this afternoon OK? 

Adds the message to the text box. 

7. Click . 

Displays the Select Directory dialog box, as shown in Figure 26. 


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Notes 

8. Click . 

Figure 26: Select Directory Dialog Box 

Displays the Staff Directory window, as shown in Figure 27. 

9. Double-click a staff name. 

Figure 27: Staff Directory Window 

Displays the Mail sent receipt? message box, as shown in Figure 28. 

Figure 28: Mail sent receipt? Message Box 

10. Click to receive a receipt, otherwise select . 

Displays the Mail Sent Receipt message box. The message is saved in the sender’s 

Sent box.


Notes 

Editing Mail 

1. In the Mail Messages window, select the mail message to edit, then click 

. 

Displays the Mail Message window. 

2. Make your changes. 

3. Follow steps 7 through 10 from the previous exercise. 

Deleting Mail 

When you read messages, they are removed from the active list and placed in an 

inactive list. IMPAC recommends that you periodically purge messages from the 

inactive list. In this exercise, you will delete mail. 

1. Click in the View field, then select Staff InBox – All. 

Displays all read and unread mail messages. 

2. Select a mail message, then click . 

Displays the Mail Message window. Note Will Be Deleted displays at the bottom of 

the window. 

Figure 29: Mail Message Window - Delete 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes 3. Click . 

Deletes the mail message. 

Purging Mail 

When you read messages, they are removed from the active list and placed in an 

inactive list. You should periodically purge messages from the inactive list. In this 

exercise, you will purge mail. 

1. Click in the View field, then select Staff OutBox – All. 

Displays all read and unread mail messages. 

2. Right-click anywhere in the window, then click Purge. 

Displays the Purge Mailbox? message box. 

3. Click . 

Figure 30: Purge Mailbox? Message Box 

Removes all messages within the window.


Notes 

Using Online Help 

The Help system is your key to finding in-depth information about MOSAIQ and 

contains everything you need to know about MOSAIQ. You can print any displayed 

Help topic. 

Using F1 Help 

1. Press F1 to display help for the currently displayed window or dialog box. 

Displaying the Help Menu 

The Help menu contains commands you use to access different components of the 

Help system. In this exercise, you will review the Help menu commands and look up 

topics using the Help menu. 

1. In the Menu Bar, click Help. 

Displays the Help menu, as shown in Figure 31. 

Figure 31: Help Menu 

The Help window contains the following options. 


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Notes 

Current Topic Displays the Help topic for the currently active 

dialog box or window. Pressing F1 or clicking 

also displays help for the topic. F1 

functionality (context sensitivity) depends on the 

window/dialog box name matching that of the 

Help topic. You must use the Index to display 

Help topics with names other than that of 

windows and dialog boxes. 

Table of Contents Displays the Help window with the TOC tab 

displayed in the Contents/Index/ Search/ 

Favorites pane. 

Search for Help On… Displays the Help window with the Index tab 

displayed in the Contents/Index/Search/ 

Favorites pane. 

Use the Index tab to search for a topic. You can 

type the first few letters of the word you are 

looking for, or use the scroll box to search for a 

topic. Click the button to display the 

topic once you locate it within the index list. 

How to Use Help Displays the Help window with the Using Online 

Help topic displayed in the Information pane. 

This topic explains the features of the Help 

system. 

About Displays the About dialog box, which contains 

copyright and system information. The About 

dialog box also provides access to the Registration 

dialog box. 

Pain Management Optional: provides information from the Clinical 

Practice Guideline on Management of Cancer 

Pain, developed by a private sector panel of health 

care providers and consumers. Selected evaluation 

and pain management aspects for adults with 

cancer pain are available. Topics covered include 

initial assessment, pharmacologic treatment, 

medication administration, medications' side 

effects, adjuvant medications, cognitivebehavioral 

interventions, and discussion of other 

more invasive palliative techniques.


Notes ICD-O Morphology Optional: provides a complete hypertext list of 

the ICD-O morphology terms and their 

corresponding five-digit code numbers as defined 

within the ICD-O, International Classification Of 

Diseases For Oncology, Second Edition. Each 

morphologic term appears only once. The first 

term listed under a particular code is the preferred 

term and is consistent with the terms as displayed 

in the morphology tables. 

Topography Codes Optional: provides a mapping of the ICD-O 

(International Classification of Diseases for 

Oncology), ICD-9-CM, and SEER (Surveillance, 

Epidemiology, and End Results Program) codes 

and descriptions. The information is consistent 

with the Standards of the Commission on Cancer 

as described in Volume II of the ROADS 

(Registry Operations And Data Standards) 

manual. If Laterality or Size reporting for a site is 

required, or if Grade is used to assign the AJCC 

stage group, then these requirements are noted in 

the mapping tables. 

TNM Staging Optional: provides complete hypertext versions of 

the TNM Staging data forms presented in the 

UICC/AJCC Manual for Staging of Cancer, 6th 

edition. Each electronic data form presents, in 

order, the TNM Definitions, Stage Grouping, 

Histopathology, Illustrations, and Applicable 

ICD-O Codes. The TNM system for describing 

the anatomic extent of disease is based on the 

assessment of three components: T (the extent of 

the primary tumor), N (the absence or presence 

and extent of regional lymph node metastasis, and 

M (the absence or presence of distant metastasis). 


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Notes 

Viewing the Online Help Table of Contents 

1. Click Help | Table of Contents. 

Displays the Table of Contents menu, as shown in Figure 32. 

Help Tabs 

Figure 32: Online Help - Table of Contents 

Tool Bar 

Help Topic Links


Notes The Table of Contents window contains the following features and components. 

Tool Bar The Tool Bar contains buttons used to control 

the Help window and the information displayed: 

Help Tabs 

Displays the previously displayed topic. This 

button is only available if you have displayed 

more than one topic during the current Help 

session. 

Hides the Help window Contents/Index/Search 

Pane. When you click this button, it changes to 


. 

Displays the next topic in the sequence of topics 

that you have viewed during the current Help 

session. This button is only available if you have 

displayed more than one topic during the current 

Help session, and have clicked to view 

previous topics. 

Displays the Print Topics dialog box, which you 

use to select and print topics. You can print an 

individual topic, or select a book from the Table 

of Contents and print all topics in that book. 

Displays the table of contents for Help. The Table 

of Contents is organized by books and pages. 

Books may contain pages or other books. Click 

next to a closed book to expand and view its 

contents. Click next to an open book to contract 

it. Click next to a topic to display the topic in the 

Information Pane. 

Displays the Index for Help. The Index works 

similar to an index in a printed book. If an entry 

has sub-entries, double-click a sub-entry to display 

the topic. If you double-click a topic with subtopics, 

a window displays with the sub-topics 

from which you can choose. 

Displays the Search function for Help. You can 

type in a word or phrase, and Help displays a list 

of topics containing the words you typed. You 

can then choose a topic from the list. If you 

turned on Search Highlight On in the Options 

menu, every instance of the word in the topic is 

highlighted. 

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Notes Help Topic Links Displays information related to the current topic. 

Click next to any topic folder to expand additional 

related topics and/or folders. When you click a 

topic, you are "moved" to help related to the 

topic. To return to your original topic, click Back 

button in the Help window Tool Bar. 

Using the Index Tab 


Displays the MOSAIQ Help window. 

2. Click the Index tab. 

Displays the index, as shown in Figure 33. 

Figure 33: Table of Contents – Index Tab 

The Index tab contains the following features and components. 

Type in the keyword to 

find: 

3. In the Type in the keyword to find: field, type pat. 

Enables you to enter letters, words, or phrases to 

find in the index. 

Displays the help topic selected.


Notes 

You may only need to type a few characters before the Help 

system makes a match. When a match is found, the blue 

highlight bar jumps to topics that matching “pat”. 

4. In the Help topics list, double-click Patient Notes, or click . 

Displays the selected Help topic to the right in the display area. 

Using the Search Tab 

By providing a word or phrase in the Search field, the Help system offers a list of 

topics that displays every instance the word or phrase appears. 


Displays the MOSAIQ Help window. 

2. Click Search tab 

Displays the Search tab, as shown in Figure 34. 

Figure 34: Table of Contents –Search Tab 


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Notes The Index tab contains the following features and components. 

Type in the keyword to 

find: 

Enables you to enter letters, words, or phrases to 

find. 

Displays topics associated with the keyword 

provided. This button is only active after you 

provide a word or phrase. 

Displays the help topic selected. 

3. In the Type in the keyword to find: field, type patient. 

4. Click . 

Displays all topics containing the word patient display. 

5. In the help topics list, double-click Barcode Configuration or click 

. 

Displays the selected Help topic to the right in the display area. 

Type “How To” in the field provided to see a list of all “how 

to” help topics.


Notes 

Using/Displaying the Glossary Tab 

The Glossary tab provides Terms and Definitions used throughout the system. The 

terms are listed alphabetically. 

1. Scroll through the list to locate a term, or begin typing letters until a match is 

located. 

Displays the highlighted text for the match and displays the definition in the 

Definition For: section. 

Figure 35: Table of Contents –Search Tab 


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Notes 

Online Reference Tools 

You will find valuable support information including but not limited to general 

training materials, and training videos. Go to www.impac.com, then highlight the 

Support link, and click SupportPlus. 

Before you can access the material on the SupportPlus Website, you are required to 

Register. 

1. Open Windows Internet Explorer. 

2. Type www.impac.com in the address bar. 

Displays the IMPAC webpage, shown below. 

3. Click Support|SupportPlus|Login. 

Figure 36: IMPAC Webpage


Notes Displays the SupportPlus/My IMPAC Login page, shown below. 

What’s Next 

Figure 37: SupportPlus Login Page 

In this lesson, you learned how to navigate through MOSAIQ, open and close a 

patient’s chart, view the eCHART Navigator, create and configure Notes, display the 

Patient Facesheet, and manage the Mail system. In addition, you learned how to use 

Online Help and the Online Reference tools. Use the Quick Version as a concise, 

systematic guide when you must quickly apply any of the skills learned in this lesson, 

or if you simply want to reinforce what you have learned. In the next lesson, you will 

learn how to schedule staff and appointments. 


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Notes 

The Quick Version 

Opening and Closing the Patient Chart 

1. Log on to MOSAIQ. 


3. Double-click a patient name, click to display the patient chart. 

4. Click to close the patient chart. 

Displaying the eChart Menu 


2. In the Select Patient window, double-click a patient or quick admit a new one. 

3. Click eChart. 

Displaying the eChart Navigator 

1. Click on the Tool Bar. 

Configuring Navigator Notes 

1. Right-click anywhere in the Clinical Notes tab section. 

2. Click Configuration…. 

3. Enter the label names in the Tab 1-5 fields, then click . 

4. Click . 

INI Configuration for eChart Navigator Default View 

1. Click and select Run. 

2. Type the following in the Open field: 

impac.ini 

3. Click . 

4. Within the [Global] section, locate the Navigator = entry. 

5. To retain the default view, leave this field blank. 

6. Save the file and close Notepad.


Notes 7. Open the eCHART Navigator. 

INI Configuration for eChart Navigator RadOnc View 


RadOnc 



INI Configuration for eChart Navigator View 2 


2 


3. Open the eCHART Navigator 

INI Configuration for eChart Navigator View 3 


3 



Adding Notes 


2. Click . 

Editing and Appending Notes 


2. Select the note type, then click . 

3. Right-click anywhere in the Patient Note window 

4. Click Append. 

5. Type in the appended note text, then click . 


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Notes Locking and Unlocking Notes 

1. Select the note, then click . 

2. Right-click anywhere in the patient note to display the Patient Note Options 

menu, then click Lock. 

3. Type your password, then click . 

4. Follow step 1 above, Right-click to display the Patient Note Options menu, then 

click Unlock. 

5. Continue with step 3 above. 

Viewing the Patient Notes Window 


2. Click next to View, then select All Patient Notes 

Printing Notes 


2. Right-click anywhere in the Patient Notes window to display . 

3. Click to display the Print dialog box. 

Viewing the Patient Facesheet 

1. Click File | Facesheet…. 


Displaying the Mail Messages Window 

1. Click Tools | Mail. 

Composing New Mail 

1. In the Mail Messages window, click . 

2. Click next to the Patient field. 

3. Double-click your lesson patient. 

4. Click next to the Type field, then select Physician. 

5. Press TAB, type Office Visit in the Subject field, then press TAB. 

6. Type the following message in the text box:


Notes Patient has requested an office visit with you before continuing 

treatments. Is this afternoon OK? 

7. Click . 

8. Click . 

9. Double-click a staff name. 

10. Click to receive a receipt, otherwise click . 

Editing Mail 

1. In the Mail Messages window, select the mail message to edit, then click 

. 

2. Make your changes. 

3. Follow steps 7 through 10 from the previous exercise. 

Deleting Mail 

1. Click in the View field, then select Staff InBox – All. 

2. Select a mail message, then click . 

3. Click . 

Purging Mail 

1. Click in the View field, then select Staff OutBox – All. 

2. Right-click anywhere in the window, then click Purge. 

3. Click . 

Using F1 Help 

1. Press F1 to display help for the currently displayed window or dialog box. 

Displaying the Help Menu 

1. In the Menu Bar, click Help. 

Viewing the Online Help Table of Contents 

1. Click Help | Table of Contents 


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Notes Using the Index Tab 


2. Click the Index tab. 

3. In the Type in the keyword to find: field, type pat. 

4. In the Help topics list, double-click Patient Notes, or click . 

Using the Search Tab 


2. Click Search tab. 

3. In the Type in the keyword to find: field, type patient. 

4. Click . 

6. In the help topics list, double-click Barcode Configuration or click 

. 

Using/Displaying the Glossary Tab 

1. Scroll through the list to locate a term, or begin typing letters until a match is 

located. 

Online Reference Tools 

1. Open Windows Internet Explorer. 

2. Type www.impac.com in the address bar. 

3. Click Support|SupportPlus|Login.


Notes 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Lesson 2 Scheduling 

Objectives 

You will learn how to: 

• View Staff Schedule 

• Manage Appointments 

• Manage Wave Appointments 

• Schedule Locations 

• Create and Configure Daysheets 

Scheduling tracks staff appointments from information entered into the Staff field on 

the Appointment Slip. This field not intended to track the patient's physician; it is 

intended to track the staff member responsible for carrying out the appointment. For 

example, if a consultation is scheduled, the Staff field would contain a physician's name 

and that appointment would appear on the specified physician's Staff schedule. 

In this lesson, you will view staff schedules, adding appointments to the schedule, edit 

and delete appointments, schedule and view pending appointments, set appointment 

status, and print a patient’s schedule. 

To create and/or modify a recurring appointment, you must 

have Scheduling | General | Modify rights. 

To print a schedule, you must have Scheduling | General | 

View rights.


Notes 

Viewing the Staff Schedule 

1. Click Schedule. 

Displays the Schedule menu, shown Figure 38. 

Figure 38: Schedule Menu 

The Schedule menu lists the various types of schedules, including schedules that 

list appointments by staff or patient. 

2. Click Staff…. 

Figure 39: Staff Schedule Window 

The Staff Schedule lists all activities for the staff member selected in the Staff field. 

The columns list the appointment time, patient, activity, and other information. 

3. Click next to the Staff field. 

Displays the Staff Directory window, shown in Figure 40. 


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Lesson 2: Scheduling 


LTGMSQ0001/1.0/19-Jun-2007 

Notes 

4. Double-click Gannon, Joe F 

Figure 40: Staff Directory Window 

You can also select the staff name, then click . 

Selects the new staff member, closes the Staff Directory window, then returns to 

the Staff Schedule window for the selected staff, shown in Figure 41. 

Figure 41: Staff Schedule Window 

The Staff Schedule shows all the appointments scheduled for the selected staff 

member. Depending on the staff member, you may or may not have any preexisting 

entries.


Notes 

Creating an Appointment 

1. Click Schedule | Staff. 

2. From the Staff Schedule window, click . 

Displays the Appointment Slip dialog box with the newly selected patient, shown 

in Figure 42. Note that you do not have to enter all the fields in the Appointment 

Slip dialog box. The required fields display in red. 

Figure 42: Appointment Slip Dialog Box 

The Appointment Slip dialog box contains the following features and 

components. 

Patient Specifies the patient's name. You may leave this 

field blank if the activity associated with the 

scheduled appointment does not require a patient. 

Primary Payer Displays the name of the patient's primary payer. 

If you configured the payer in the Payer 

Information dialog box to require a co-pay, eligibility 

or prior authorization, a Required message or 

additional insurance detail displays next to the 

respective fields. 

Activity Identifies the activity associated with the 

appointment. This is a required field. 


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Notes Date Specifies the date of the appointment. The field 

defaults to the date of the active schedule. This is 

a required field. 

Appointments Specifies the number of appointments to be 

scheduled. This field defaults to 1. You can 

increase or decrease the number of appointments 

by pressing the arrow buttons. 

Time Determines the time of the appointment. This 

field defaults to the time of the active schedule. 

You can highlight and overwrite this field. This is 

a required field. 

Duration Identifies the length of time allocated to the 

appointment. This field defaults to the activity's 

pre-defined time configured in the Procedure 

Code dialog box. You can highlight and overwrite 

this field. This is a required field. 

Staff Specifies the staff member assigned to the 

appointment. If the activity associated with the 

appointment was configured to require a staff, the 

system prevents you from continuing until you 

complete this field. 

Template If checked, displays templated activities available 

to be scheduled. 

Location Determines the location assigned to the 

appointment. If the activity associated with the 

appointment was configured to require a location, 

the system prevents you from continuing until 

you complete this field. 

Alert Characterizes notes entered in the Comment field 

as alert notes. 

None Displays the note in the Comment column of the 

various schedules. 

Before Initially displays the note as a separate message when 

you perform a function of that activity (that is, execute 

Code Capture, select Chart/Capture from the Options 

menu). 

After Displays as a separate message after the patient’s 

treatment or activity is complete.


Notes Comment Specifies any comment. Refer to the Alert field 

above. There is a limit of 60 characters in this 

field. 

Skip Co-Pay Check to mark that the appointment does not 

require a co-pay. 

Enables you to schedule multiple appointments 

for the patient on a daily, weekly, bi-weekly, or 

monthly basis. 

Used to indicate the current status of the 

appointment. Clicking this button displays a list of 

options from which you can make a choice. The 

status option you select displays in the Status 

column. The status options and their 

corresponding indicators are: Unresolved (no 

status shown on schedule), Break (B), No Show 

(N), Canceled (X), Machine Down (M), New 

Start (S), Old Start (O), and Final Treatment (F). 

Clicking closes the Status options. You 

can also create custom statuses for your 

department. 

Displays the Facts & Photo dialog box for the 

selected patient. 

Used to attach a note to the appointment. If a 

note is attached, a displays next to the button. 

Auths Displays the Authorizations dialog box, from 

which you can select the appropriate authorization 

for the scheduled appointment. 

History Displays the Appointment History dialog box, 

which shows the detailed history of the particular 

appointment. Changes to the appointment slip 

will appear in red. This is configured in the Audit 

feature in the System Utilities menu. 

3. Click next to the Activity field. 

Displays the Select Procedure/Lab dialog box, shown in Figure 43. 


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Notes 

Figure 43: Select Procedures/Lab Dialog Box 

4. In the Group column, select Consultation. 

Displays the associated codes and descriptions for the selected code group, shown 

in Figure 44. 

Figure 44: Charge Codes for Consultations 

5. In the Code column, double-click X99251. 

You can also click X99251, then click .


Notes Adds the activity to the Activity field, closes the Select Procedure/Lab dialog box, 

then returns to the Appointment Slip dialog box, shown in Figure 45. 

Figure 45: Appointment Slip Dialog Box with Activity 

The charge code displays in the Activity field, and the description of the charge 

code displays to the right of the Activity field. 

6. Click in the Date field, then type the date of the appointment. 

7. In the Appointments field, select the number of appointment by clicking . 

8. Click in the Time field, then type the time of the appointment. 

9. Click in the Duration field, then enter the length of time allocated for the 

appointment. 

10. Click next to the Location field. 

Displays the Location Directory window, shown in Figure 46. 

Figure 46: Location Directory Window 


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Notes 11. Double-click Exam Room 1 RO. 

Enters the appointment location, shown in Figure 47. 

12. Click . 


Saves the appointment. The appointment displays in the Patient Schedule window. 

The appointment also displays in the appropriate location 

schedule, as well as in the Daily Master schedule.


Notes 

Modifying an Appointment 

In the previous exercise, you created a new appointment in the Appointment Slip 

dialog box. You can change appointments individually or part of the appointment. In 

this exercise, you will make a change to your appointment from the Appointment Slip 

dialog box. 

1. From the Staff Schedule window, select an appointment, then click . 

Displays the Appointment Slip dialog box, shown in Figure 48. 

Figure 48: Appointment Slip 

2. Click in the Time field, then type 10:30 AM (or any other open time slot). 

Changes the time of the appointment from 3:30 pm to 10:30 am. 

3. Click . 

Changes the appointment, then displays the Conflict Checking message box, 

shown in Figure 49. 

Figure 49: Conflict Checking Message Box 


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Checks for conflicts. Closes the Appointment Slip dialog box, then displays the 

Staff Schedule window, with your change. 

Figure 50: Staff Schedule Window Showing Modified Time


Notes 

Deleting Appointments 

You cannot delete appointments that display a Q in the 

Status column. The Q indicates that the appointment is 

Queued. 

1. From the Staff Schedule window, select Brown, Murphy, then click . 

Displays the Appointment Slip dialog box. 

2. To confirm deletion, click . 

Returns to the Staff Schedule window only when the appointment does not have a 

status. 


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Notes 

Rescheduling Appointments 

Patients may need to reschedule appointments for various personal reasons, and 

physicians may need to reschedule appointments to accommodate other patients. The 

Re-schedule list displays all rescheduled appointments and enables you to reschedule 

an appointment. 

In this exercise, you will reschedule an appointment. 

1. Click Schedule | Re-Scheduled Appointments…. 

Displays the Re-Scheduled Appointments window, shown in Figure 51. 

Figure 51: Re-Scheduled Appointments Window 

The Re-Scheduled Appointments window displays a list of all re-scheduled 

appointments. You can display the corresponding Appointment Slip of any 

appointment by double-clicking on the appointment in any schedule. 

2. Select appointment to reschedule, and click . 

Displays the Appointment Slip dialog box, shown in Figure 52.


Notes 

Figure 52: Appointment Slip Dialog Box 

3. Make the appropriate changes, and click . 


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Notes 

Pending Appointments 

The Pending Appointments window displays a list of all appointments with pending 

status. Pending appointments are created by entering the appointment using the 

Appointment Slip or generated from a Care Plan. You can display the corresponding 

Appointment Slip of any appointment by double-clicking on the appointment in any 

schedule. 

1. Click Schedule | Pending Appointments…. 

Displays the Pending Appointments window, shown in Figure 53. 

Figure 53: Pending Appointments Window


Notes 2. Double-click a patient, or select a patient, then click . 

Displays the Appointment Slip dialog box, shown in Figure 54. 

3. Click . 

Figure 54: Appointment Slip Dialog Box - Pending 

Displays the appointment status menu, shown in Figure 55 

Figure 55: Appointment Status Menu 


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Notes 4. Select New Pt App. 

Returns to the Pending Appointments window. 

5. Click . 

Viewing the Daily Master Schedules 

In addition to the Staff and Location schedules, there are other schedules such as the 

Daily Master Schedule. 

In this exercise, you will view the Daily Master Schedule, edit a wave appointment, 

view locations, configure and view Daysheets. 

1. In the Toolbar, click . 

Displays the Daily Master Schedule window for the current day, shown in Figure 

56. 

2. Click 

or . 

Figure 56: Daily Master Schedule Window 

Displays the previous or following day.


Notes 

You can click in the text box between and , type the 

number of days you want to move forward, then press TAB. 

You can also type a number and the letter "w" to move 

forward the specified number of weeks. Use a minus sign 

before the number to move backward in the schedule for 

weeks or days. 

3. Right-click in the Daily Master Schedule window to display the Options menu, 

shown in Figure 57. 

Figure 57: Daily Master Schedule Options Menu 

The Daily Master Schedule Options menu contains the following features. 

Go To Date… Displays the Calendar, which enables you to 

display the Daily Master Schedule for any date. 

The Calendar defaults to the current date. 

Pressing CTRL+G also displays the Calendar. 


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Notes Find Patient… Displays the Select Patient window and searches 

for appointments associated with the selected 

patient. If a match is made, the appointment is 

highlighted. If multiple appointments are found, 

select an appointment from the displayed 

Appointments window. If no appointments are 

found, a message displays informing you. Pressing 

CTRL+F also displays the Select Patient window. 

Find Next Available… Displays the Find Next Available dialog box, 

which enables you to schedule the patient in the 

next available time-slot. Pressing CTRL+A also 

displays the Find Next Available window. 

Queue Patient… Displays the Queue Add dialog box, enabling you 

to add the selected patient to the Queue. Pressing 

CTRL+Q also adds the patient to the Queue. 

Collect Co-Payment… Displays the Collect Patient Payment dialog box, 

enabling you to record the collection of patient 

co-payments. Pressing CTRL+Y also displays the 

Collect Patient Payment window. 

View Co-Payments… Displays the Patient Co-Payments window, where 

all recorded co-payments are listed. 

View Destination 

Queue… 

View Location 

Schedule… 

Displays the Department/Destination Queue for 

the location of the highlighted appointment. If no 

appointment is highlighted, or if the highlighted 

appointment specifies neither staff nor location, 

this option displays the Location Directory 

window. Pressing CTRL+D also displays the 

Department/Destination Queue window. 

Displays the corresponding Location Schedule 

window for the location of the highlighted 

appointment. 

View Staff Schedule… Displays the corresponding Staff Schedule 

window for the primary staff member assigned to 

the highlighted appointment. 

View Patient Schedule Displays the Patient Schedule window (in 

Condensed view) for the patient associated with the 

highlighted appointment. 

View Orders Displays the Orders dialog box for the patient 

associated with the highlighted appointment.


Notes Wave Edit Displays the Wave Edit Form dialog box for the 

selected patient, as long as the highlighted 

appointment is part of a wave pattern. If the 

appointment is a single appointment, and not part 

of a wave pattern, this feature is not available. 

Capture Only Displays the Code Capture dialog box, enabling 

you to capture the code associated with the 

highlighted appointment, and mark the 

appointment as complete. A C displays in the 

schedule's Status column and the appointment is 

removed from the Queue. Pressing CTRL+R also 

captures the charge and removes the patient from 

the Queue. 

Open Patient Chart Only Opens the patient chart of the patient associated 

with the highlighted appointment. 

Dictation Required Displays the Encounter dialog box. Pressing 

CTRL+I also displays the Encounter dialog box. 

Transcription Required Displays the Encounter dialog box. Pressing 

CTRL+T also displays the Encounter dialog box. 

Cut Removes the highlighted appointment from the 

schedule and places it on the clipboard. Pressing 

CTRL+X also performs a cut. 

Copy Places a copy of the highlighted appointment on 

the clipboard. Pressing CTRL+C also makes a 

copy. 

Copy with Note Places a copy of the highlighted appointment and 

the appointment's note on the clipboard. Both the 

appointment and note can then be pasted into a 

new time-slot. 

Paste Places the cut or copied appointment in the 

selected time-slot. Pressing CTRL+V also 

performs a paste. 

Swap Exchanges the time-slots of two appointments. 

Copy one of the two appointments that you want 

to switch, and then highlight the other 

appointment and execute the Swap option. 

Refresh Automatically reads the database and updates the 

schedule. Pressing F10 also refreshes the 

schedule. 


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Notes Reports Displays the Reports menu, from which you can 

run a report. 

Preferences Displays the Preferences menu. 

4. Select Go To Date…. 

Displays the Calendar dialog box. 

5. Change the date to January 3, 2000, then click . 

Displays the Daily Master Schedule window. 

6. Right-click in the window, then click Preferences. 

Displays the Preferences menu, shown in Figure 58. 

Figure 58: Preferences Menu 

The Preferences Submenu contains the following features. 

Display Open Slots Enables you to display or hide open time-slots in 

the Daily Master Schedule. Open time-slots do 

not have an associated appointment. Pressing 

CTRL+O also toggles the display. 

Display Underline Underlines each time slot. Pressing CTRL+U also 

toggles the display between underlined and nonunderlined 

mode. 

Display Background 

Color 

Displays each hour block of time-slots in an 

alternating color pattern. Pressing CTRL+B also 

toggles the display between background color and 

non-background color mode. 

Display 24 Hour Time Displays the schedule using 24-hour, military time 

format. Pressing CTRL+H also toggles the time 

display format between 12-hour and 24-hour 

mode. 

Display Co-Pays Displays the Co-Pays column in the Daily Master 

Schedule. Pressing CTRL+S also toggles between 

displaying the Co-Pays column and not displaying.


Notes Display Clinical Trial IDs Displays the Trial ID column in the Daily Master 

Schedule. This column displays Trial ID numbers 

for scheduled patients if applicable. Pressing 

CTRL+L also toggles between displaying the Trial 

ID column and not displaying. 

Display Pending/Re- 

Scheduled Appts 

Displays pending and re-scheduled appointments 

in the Daily Master Schedule. Pressing CTRL+E 

also toggles between displaying pending and rescheduled 

appointments and not displaying. 

All items within this submenu are toggle menu commands. 

This means that clicking them turns the command either on 

or off. The toggle commands display to the left of the 

command when they are turned on. These items are based 

on user preference. 

7. Click Display Open Slots. 

8. Right-click in the window, click Preferences, then click Display Underline. 

The Daily Master Schedule should look similar to Figure 59. 

Figure 59: Daily Master Schedule with 

Preferences Submenu Options Selected 

Most of these options are also available for the Staff and 

Location schedules. 


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Notes 

Working with Wave Appointments 

A wave appointment enables you to create multiple instances of an appointment or 

multiple instances of an order for a patient with a variety of patterns, by entering the 

information only once. This feature automates the process for scheduling 

appointments such as twice a week, for the next six weeks, BID for five days, every 

other week, once a month, or every six months. In the following exercises, you will 

view, add and edit a wave appointment. 

Adding a Wave Appointment 

1. From the Appointment Slip dialog box, click . 

Displays the Wave Setup Form dialog box, shown in Figure 60. 

Figure 60: Wave Setup Form Dialog Box 

2. In the End group, double-click in the Times field, then type 5. 

Indicates that five recurring appointments are created. 

3. In the Times Per Day group, select the Once radio button. 

Indicates one day appointment scheduled.


Notes 

4. Click . 

When you select BID, the number of actual appointments 

created will be twice as many as you specify in the Times 

field. 

Displays the Wave Edit Form window. 

Editing a Wave Appointment 

Once you have created a wave appointment, you can also modify the appointment. 

In this exercise, you will modify a wave appointment. 

1. In the Tool Bar, click . 

Displays the Daily Master Schedule window. 

2. Click the wave appointment created in the last exercise, then right-click and click 

Wave Edit from the Options menu. 

Displays the Wave Edit window, shown in Figure 61. 

3. Click . 

Figure 61: Wave Edit Window 

Tags all events in the wave schedule and places in the # Column. 

4. Click . 

Displays the Multiple Wave Update Form dialog box, shown in Figure 62. 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Figure 62: Multiple Wave Update Form Dialog Box 

5. Click the checkbox to the left of Time and Duration. 

Indicates which fields you are changing. 

6. Click in the Time field, then type 2:30 PM. 

Specifies the new time of the wave appointment. 

7. Click the Duration field, then type 30. 

Changes the dialog box should look similar to Figure 63.


Notes 

8. Click . 

Figure 63: Multiple Wave Update Form 

Closes the Multiple Wave Update Form dialog box, then displays the Wave Edit 

window. 

9. Click . 

10. Close the Daily Master Schedule window. 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Viewing the Location Schedule 

The Location Schedule displays all appointments made for a selected location on a 

selected day. Create schedules for equipment such as treatment units or simulators, or 

for work areas such as exam rooms or block cutting facilities. In the following 

exercise, you will display the Location schedule. 

1. Click Schedule | Location…. 

Displays the Location Directory window, shown in Figure 64. 

2. Double-click Exam Room 1 RO. 


Displays the Location Schedule for Exam Room 1 RO. You can change the 

location by clicking the drop down list and selecting another location. 

3. Click . 

Closes the Location Schedule window.


Notes 

Using Daysheets 

Daysheets enable you to create and configure Department and Physician daysheets 

based on your specific scheduling and reporting needs. 

Daysheets are available from the Daily Master, Location, and Staff schedules options 

menu as printed reports. After naming and configuring, the Daysheet appears in the 

Select Preference window. In the following exercises, you will add, display and print 

daysheets. 

Adding a Daysheet 

In this exercise you will add a daysheet. 

1. Click Schedules | Daysheets | Department…. 

Displays the Select Preference window, shown in Figure 65. 

Figure 65: Select Preference Window 

The Select Preference window displays a listing of preference profiles defined in 

the system. 

2. Click . 

Displays the New Preference Name dialog box, shown in Figure 66. 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Figure 66: New Preference Name Dialog Box 

3. Type your first name and the first letter of your last name, then press . 

Displays the Department Daysheet dialog box, shown in Figure 67. 

Figure 67: Department Daysheet Dialog Box 

The Resource Information tab of the Department Daysheet dialog box contains 

the following fields. 

Date Displays the current date 

Start/Stop Time Specifies the beginning and ending times to 

display on the Daysheet. These times define the 

working window for entering appointments 

Duration Specifies the duration of time slots to display on 

the Daysheet (for example, 0:15 for 15-minute 

time slots, 0:30 for 30-minute time slots, etc.). 

Column 2 - 5 Displays a selection list. The selection from this 

list specifies the information that displays in each 

respective column on the Daysheet. 

You do not have to configure each column.


Notes 4. Click next to Column 2 field, then select Name. 

Configures the second column to display the patient name. 

5. Click next to Column 3 field, then select Procedure. 

Configures the third column to display the procedure defined for the 

appointment. 

6. Click next to Column 4 field, then select Duration. 

Configures the fourth column to display the appointment duration. 

7. Click next to Column 5 field, then select Physician. 

Configures the fifth column to display the physician. 

The Resource Information tab should look similar to the one shown in Figure 68. 

8. Click the Resource Configuration tab. 

Figure 68: Resource Information Tab 

Displays the Resource Configuration tab, shown in Figure 69. 

Figure 69: Resource Configuration Tab - Blank 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes The Resource Configuration tab contains four resource fields from which you select a type 

of resource. When you select a resource type, a field displays below the Resource field in 

which you can select a specific resource of that type. 

9. Click next to the Staff field, then select Jed Clampet. 

Indicates Jed Clampet as the first resource to display on the Department 

Daysheet. 

10. Click next to the Resource 2 field, then select Location. 

Indicates the second resource as a location, then displays the Location field. 

11. Click next to the Location field, then select Exam Room 1. 

Indicates Exam Room 1 as the second resource to display on the Department 

Daysheet. 

12. Click next to the Resource 3 field, then select CPT Group. 

Indicates the third resource as a CPT group, then displays the CPT Group field. 

13. Click next to the CPT Group field, then select Consultations. 

Indicates the third resource as consultations to display on the Department 

Daysheet. 

You can specify any combination of resource types. For 

example, you could have four staff members, or two staff 

members and two locations. You can also leave resource 

types blank. 

The Resource Configuration tab should look similar to the one shown in Figure 

70. 

Figure 70: Resource Configuration Tab – Resources Selected



Saves your new preferences, then closes the Department Daysheet dialog box. 

Displaying Daysheets 

The information displayed in each Department Daysheet depends on the 

configuration. In this exercise, you will display Daysheets. 

1. In the Select Preference dialog box, double-click Student 1. 

Displays the Department Daysheet window for Student 1, shown below. 

Timeslots 

Figure 71: Department Daysheet Window 

Resources Information displayed 

for each resource 

Notice the resources displayed at the top of the columns are 

the ones you configured. 

The default configuration only displays three columns of 

information; however, you can expand columns to view all 

the information. 

2. To resize a column, position your mouse cursor directly between two columns. 

The mouse pointer changes to , then click and drag your mouse left or right. 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes Expands the column as shown in Figure 72. 

Figure 72: Department Daysheet Window – Column Expanded 

The columns defined on the Resource Information tab 

display beneath the resource name. 

3. Click and drag the horizontal scroll bar to view the Consultations heading, then 

expand the column. 

Notice that the appointment you entered for the current date displays. You can 

add, change, and delete appointments the same as in other scheduling windows. 

4. Click and drag the appointment, then drop it in the 10:00 am time slot. 

Displays the Move Appointment Message Box, shown in Figure 73. 

5. Click . 

Figure 73: Move Appointment Message Box 

Moves the appointment, shown in Figure 74.


Notes 

Figure 74: Department Daysheet Window – Appointment Moved 

6. Scroll back so the column for Beverly Crusher displays, then shrink the column so 

that all three columns are visible. 

7. Drag the appointment from the Consultations column to the CLAMPET, JED 

column. 

Adds the appointment to Jed Clampet’s schedule as shown in Figure 75. Notice 

that the appointment is copied, not moved, because one resource is a CPT group 

and the other is a staff member. 

Figure 75: Department Daysheet Window – Appointment Copied 


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Notes 

Printing Daysheets 

You can print daysheets for distribution to staff or posting within a department. In 

this exercise, you will print your Daysheet. 

1. Right-click anywhere in the Department Daysheet window. 

Displays the Department Daysheet Options menu, shown in Figure 76. 

2. Click Print Daysheet…. 

Figure 76: Department Daysheet Options Menu 

Displays the Report Preview window, shown in Figure 77. 

Figure 77: Report Preview Window 

You can also print the Daysheet by pressing CTRL+D.



Prints the Daysheet to your default printer. 

4. Close the Department Daysheet window. 


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Notes 

Using Multi-Resource Scheduling 

The Multi-Resource Schedule displays daily schedules for selected resources. 

Resources may be locations or staff. The selected resource group (that is, Oncologists, 

Linacs, etc.) displays in the title bar of the window. 

The Multi-Resource Schedule enables you to rapidly schedule several appointments 

for several resources for a specific patient encounter; rapidly resolve and schedule 

several appointments for multiple resources over multiple days; and tightly integrate 

the Orders system (including orders generated from Care Plans and ad hoc orders) 

with the scheduling system. 

1. Click Schedule | Multi Resource…. 

Displays the Resource Groups window, shown in Figure 78. 

2. Double click Physicians. 

Figure 78: Resource Groups Window 

Displays the Multi-Resource Schedule window, shown in Figure 79.


Notes 

Figure 79: Multi-Resource Schedule Window 

The Multi-Resource Schedule window contains the following features and 

components. 

Patient Displays the name of the active patient appears in 

this field. Click next to the field to display the 

Select Patient window, then select a patient, if 

necessary. The pending section at the bottom of 

the Multi-Resource Schedule displays pending and 

re-scheduled appointments for the patient 

selected in the Patient field. Selecting a patient in 

the Patient field does not affect the Open A 

Patient Chart button in the MOSAIQ main 

application window. The patient's primary ID 

number displays to the right of the Patient field. 

Primary Payer Displays the selected patient's primary payer. 

MD Displays the name of the active patient's attending 

MD (for the active department). Click next to 

the field to display the Physician Directory and 

select a physician, if necessary. If no staff member 

is assigned to the appointment, the field displays 

the name of the selected patient's attending MD 

for the active department.. 


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LTGMSQ0001/1.0/19-Jun-2007 

Notes Attending Displays the patient's attending MD for the active 

department. 

Procedure Displays the Select Procedure dialog box. You can 

select an activity, if necessary. 

Comment Specifies a comment in this free-text field about 

the appointment you are creating. 

Displays the Appointment Slip dialog box 

containing the patient and procedure you entered 

(if any), as well as the resource, time, and date of 

the highlighted cell. Click to schedule 

the appointment. 

Displays the Appointment Slip dialog box for the 

selected appointment cell, in which you can 

modify the appointment. You can also display the 

Appointment Slip by double-clicking an 

appointment. 

Displays the Appointment Slip dialog box for the 

selected appointment; click to delete the 

appointment. 

Automatically reads the database and updates the 

schedule. 

Enables you to move forward and backward 

within the schedule one day at a time. You can 

position the text cursor in the field (between the 

arrow buttons) by clicking in the field or pressing 

CTRL+J. You can increment/ decrement the 

schedule by doing the following: 

Enter 28 or 28d and press Enter to increment the 

schedule 28 days; Enter 1w to increment the 

schedule 1 week; Enter a preceding minus sign to 

decrement the schedule the specified number of 

days or weeks (e.g. -28 or -28d decrements the 

schedule 28 days); and Enter the letter "t" to 

display the current day's schedule.


Notes 

Enables you to toggle the information displayed 

in the appointment cells. 

Activity (the default) displays the activity's 

abbreviation, as entered in the Abbreviation field in 

the corresponding Procedure Code dialog box. 

Name displays the patient's last name. 

Status displays the appointment's status (for 

example, C = Complete, N = No Show, etc.); if 

more than one appointment is scheduled, the 

number of scheduled appointments displays in 

lieu of the appointment's status. 

Appointments Section 

The appointments section displays patient and resource (location or staff) information 

by column and appointment time-slots by row. The display is a single-day view. You 

can display the corresponding appointment slip for any appointment by doubleclicking 

its appointment cell. You can drag-and-drop (left-mouse-click and hold) an 

appointment from one time slot to another. Likewise, you can drag-and-drop an 

appointment from one resource to another. Any time-slot and resource changes you 

make reflect on the appointment slip. 

Schedule Color Coding 

Gray Resource downtime 

Yellow Template item 

Cyan Scheduled appointment 

Navy Highlighted cell 

Pending Section 

Pending Displays the activity associated with the pending 

or re-scheduled appointment 

Date Displays the original date of the pending or rescheduled 

appointment 

Duration Displays the length of time of the pending or rescheduled 

appointment 

Type Displays the type of appointment: pending or rescheduled 

Staff Displays the staff member associated with the 

pending or re-scheduled appointment 


LTGMSQ0001/1.0/19-Jun-2007



LTGMSQ0001/1.0/19-Jun-2007 

Notes Resource Group Displays the resource group associated with the 

pending or re-scheduled appointment 

Note Displays Yes if there is a note attached to the 

procedure for which the appointment is created 

Changes the date of the Multi-Resource Schedule 

to the date of the highlighted pending or rescheduled 

appointment. If the highlighted 

pending appointment is assigned to a different 

resource than the resource group currently 

displayed, clicking changes both the date 

and the resource group to that of the highlighted 

pending or re-scheduled appointment; the 

changes are reflected in the window title bar 

Removes the highlighted pending or re-scheduled 

appointment. Note that the deletion is immediate; 

the system does not request confirmation 

Options Menu 

1. Right-click anywhere in the Multi-Resource Schedule window to display the 

Options menu, shown in Figure 80. 

Figure 80: Multi-Resource Schedule Options Menu 

The Options menu contains the following features. 

Go To Date… Displays the Calendar, enabling you to change the 

date of the Multi-Resource Schedule. If you close 

and then reopen the Multi-Resource Schedule, the 

schedule defaults to the current date. Pressing 

CTRL+G also toggles the calendar tool 

Chart/Capture… Displays the Code Capture dialog box, enabling 

you to capture the code associated with the 

selected appointment for billing.


Notes Change Resource 

Group… 

Displays the Resource Groups window, enabling 

you to select another staff or location resource 

group. Selecting a different resource group 

changes the column headings in the appointments 

section to the initials (staff) or abbreviations 

(locations) of the resources in the selected 

resource group 

View Procedure Note… Displays any note attached to the procedure of 

the selected appointment 

Refresh Automatically reads the database and updates the 

schedule 

View Orders… Displays the Orders dialog box 

Removing a Pending Appointment 

The Pending Appointments window displays a list of all appointments with pending 

status. 

Pending appointments are created by approving a Care Plan, entering an ad hoc 

Order, or by entering the appointment manually using the Appointment Slip. You can 

display the corresponding Appointment Slip of any appointment by double-clicking 

on the appointment in any schedule. 


Displays the Pending Appointments window, shown in Figure 81. 

Figure 81: Pending Appointments Window 

2. Select an appointment, and click . 

Displays the Appointment Slip dialog box. 

3. Modify any necessary fields or remove Pending from the Location field. 

Removes the appointment from the Pending Appointments window. 


LTGMSQ0001/1.0/19-Jun-2007



LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Printing a Patient Appointment Calendar 

You can print the Patient Schedule and furnish it to the patient so that they can track 

his/her own treatment course. 

1. Click Schedule | Patient…. 

Displays the Patient Schedule window. 

2. Right-click anywhere in the Patient Schedule window. 

Displays the Patient Schedule options menu. 

3. Click Reports 

Displays the Reports option sub-menu, shown in Figure 82. 

Figure 82: Re-Scheduled Appointments Options Menu 

4. Click Patient Appointment Calendar. 

Displays the Patient Appointment Calendar, shown in Figure 83.


Notes 

Figure 83: Patient Appointment Calendar Dialog Box 

5. Enter the From/To dates. 

6. Click . 

Displays the Patient Appointment Calendar Report, shown in Figure 84. 


LTGMSQ0001/1.0/19-Jun-2007



LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Figure 84: Patient Appointment Calendar Report 

Each day can display up to three appointments.


Notes 

The Quick Version 

Viewing the Staff Schedule 

1. Click Schedule. 

2. Click Staff…. 

3. Click next to the Staff field. 

4. Double-click Gannon, Joe F. 

Creating an Appointment 

1. Click Schedule | Staff…. 

2. In the Staff Schedule, click . 

3. Click next to the Patient field, then double-click a patient (or a practice 

database patient of your instructor’s choice). 

4. Click next to the Activity field. 

5. In the Group column, select the activity group. 

6. In the Code column, double-click the activity. 

7. Click in the Date field, then type the date of the appointment. 

8. In the Appointments field, select the number of appointment by clicking . 

9. Click in the Time field, then type the time of the appointment. 

10. Click in the Duration field, then modify the length allocated for the appointment if 

needed 

11. Click next to the Location field. 

12. Double-click the location. 

13. Click . 


LTGMSQ0001/1.0/19-Jun-2007



LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Modifying an Appointment 

1. From the Staff Schedule window, select a patient, then click . 

2. Click in the Time field, then type the new time. 

3. Click . 

4. Click . 

Deleting Appointments 

1. From the Staff Schedule window, select the patient, then click . 

2. To confirm deletion, click . 

Displaying Rescheduled Appointments 

1. Click Schedule | Re-Scheduled Appointments…. 

2. Select appointment to reschedule, and click . 

3. Make the appropriate changes, and click . 

Pending Appointments 


2. Double-click a patient, or select a patient, then click . 

3. Click . 

4. Select New Pt App. 

5. Click . 

Viewing the Daily Master Schedule 


2. Click . 

3. Right-click in the Daily Master Schedule window. 

4. Click Go To Date…. 

5. Change the date to January 3, 2000, then click . 

6. Right-click in the window, then highlight Preferences. 

7. Click Display Open Slots.


Notes 8. Right-click in the window, click Preferences, then click Display Underline 

or other preferences you want displayed when you log in. 

Adding a Wave Appointment 

1. From the Appointment Slip dialog box, click . 

2. In the End group, double-click in the Times field, then type 5. 

3. In the Pattern group, click the Weekly radio button. 

4. Click . 

Editing a Wave Appointment 


2. Click the recurring appointment created in the last exercise, then right-click , 

then click Wave Edit. 

3. Click . 

4. Click . 

5. Click the checkbox to the left of Time, Duration and Location. 

6. Click in the Time field, then type 2:30 PM. 

7. Click in the Duration field, then type 30. 

8. Click next to the Location field, then double-click Exam Room 1. 

9. Click . 

10. Click . 

11. Close the Daily Master Schedule window. 

Scheduling Locations 

1. Click Schedule | Location…. 

2. Double-click Exam Room 1 RO. 

3. Click . 

4. Enter the appointment information. 

5. Click . 


LTGMSQ0001/1.0/19-Jun-2007



LTGMSQ0001/1.0/19-Jun-2007 

Notes 

Adding a Daysheet 

1. Click Schedules | Daysheets | Department…. 

2. Click . 

3. Type your first name and the first letter of your last name, then press . 

4. Click next to Column 2 field, then select Name. 

5. Click next to Column 3 field, then select Procedure. 

6. Click next to Column 4 field, then select Duration. 

7. Click next to Column 5 field, then select Physician. 

8. Click the Resource Configuration tab. 

9. Click next to the Staff field, then select Jed Clampet. 

10. Click next to the Resource 2 field, then select Location. 

11. Click next to the Location field, then select Exam Room 1. 

12. Click next to the Resource 3 field, then select CPT Group. 

13. Click next to the CPT Group field, then select Consultations. 

14. Click . 

Displaying Daysheets 

1. In the Select Preference dialog box, double-click Student 1. 

2. To resize a column, position your mouse cursor directly between two columns. 

The mouse pointer changes to , then click and drag your mouse left or right. 

3. Click and drag the horizontal scroll bar to view the Consultations heading, then 

expand the column. 

4. Click and drag the appointment, then drop it in the 10:00 am time slot. 

5. Click . 

6. Scroll back so the column for Beverly Crusher displays, then shrink the column so 

that all three columns are visible. 

7. Drag the appointment from the Consultations column to the CLAMPET, JED 

column.


Notes 

Printing Daysheets 

1. Right-click anywhere in the Department Daysheet window. 

2. Click Print Daysheet…. 

3. Click . 

4. Close the Department Daysheet window. 

Removing Pending Appointments 


2. Select an appointment, then click . 

3. Modify any necessary fields or remove Pending from the Location field. 

Printing a Patient Appointment Calendar 

1. Click Schedule | Patient…. 

2. Right-click anywhere in the Patient Schedule window. 

3. Click Reports, then click Patient Appointment Calendar. 

4. Click Patient Appointment Calendar. 

5. Enter the From/To dates. 

6. Click . 


LTGMSQ0001/1.0/19-Jun-2007

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