Course Evaluation: Radiation Oncology Front Office Training Guide I

MOSAIQ 

Radiation Oncology 

Front Office 

Training Guide 

Version 1.50 

Module I

Radiation Oncology 

Front Office 

Training Guide 

MOSAIQ 

Oncology Management System 

Version 1.50 

Module I 

Copyright 2008 

All Rights Reserved 

IMPAC Medical Systems

PUBLISHED BY: 

IMPAC Medical Systems, Inc. 

100 Mathilda Place, Fifth Floor 

Sunnyvale, CA 94086 

COPYRIGHT 2008 by IMPAC Medical Systems 

All Rights Reserved 

Instructional Designer/Writer: Nathaniel Lim 

LTG RAD0004A – 1.0 - 8/18/2008 

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 

SupportPlus Online....................................................................................................................................................................................2 

Document Conventions.............................................................................................................................................................................3 

Text Conventions ......................................................................................................................................................................................3 

Mouse Conventions...................................................................................................................................................................................4 

Keyboard Conventions...............................................................................................................................................................................5 

Lesson 1 The Basics...................................................................................................................................7 

Objectives.....................................................................................................................................................................................................7 

Using the Select Patient Window ............................................................................................................................................................7 

Sorting the Select Patient Window...........................................................................................................................................................7 

Finding and Selecting Patients.................................................................................................................................................................12 

Viewing Patient Facts ..............................................................................................................................................................................13 

Changing Patient Status..........................................................................................................................................................................14 

Exploring the Home View .......................................................................................................................................................................16 

Exploring the Chart View........................................................................................................................................................................20 

Using eChart Navigator...........................................................................................................................................................................21 

Adding Notes Using the eCHART Navigator.........................................................................................................................................21 

Showing Other Medications vs. Dose Site Summary............................................................................................................................24 

Exploring Allergies and Alerts .................................................................................................................................................................27 

Using Notes................................................................................................................................................................................................29 

Attaching Patient Notes to Dialog Boxes..............................................................................................................................................30 

Seeing the Patient Notes Window.........................................................................................................................................................31 

Adding General Patient Notes................................................................................................................................................................32 

Appending Text to Notes.......................................................................................................................................................................33 

Locking and Unlocking Notes .................................................................................................................................................................35 

Mailing Notes..........................................................................................................................................................................................37 

Using the Patient Facesheet ....................................................................................................................................................................38 

Using the Mail System ..............................................................................................................................................................................41 

Accessing Mail.........................................................................................................................................................................................42 

Sending a Message.................................................................................................................................................................................43 

Replying to Messages.............................................................................................................................................................................45 

Forwarding Messages .............................................................................................................................................................................46 

Seeing Distribution Lists..........................................................................................................................................................................47 

Purging Mail.............................................................................................................................................................................................48 

What’s Next..............................................................................................................................................................................................49 

The Quick Version ...................................................................................................................................................................................50 

Sorting the Select Patient Window.........................................................................................................................................................50 

Finding and Selecting Patients.................................................................................................................................................................50 

Viewing Patient Facts ..............................................................................................................................................................................50 

Changing Patient Status..........................................................................................................................................................................50 

Copyright 2008, IMPAC Medical Systems i 

LTGRAD0004A/1.0/18-Aug-2008

[Guide Name Here] Training Guide 

Exploring the Home View.......................................................................................................................................................................51 

Opening the Chart View .........................................................................................................................................................................51 

Adding Notes Using the eCHART Navigator.........................................................................................................................................51 

Showing Other Medications vs. Dose Site Summary............................................................................................................................51 

Exploring Allergies and Alerts .................................................................................................................................................................52 

Attaching Patient Notes to Dialog Boxes..............................................................................................................................................52 

Seeing the Patient Notes Window.........................................................................................................................................................52 

Adding General Patient Notes................................................................................................................................................................52 

Appending Text to Notes.......................................................................................................................................................................53 

Locking and Unlocking Notes .................................................................................................................................................................53 

Mailing Notes..........................................................................................................................................................................................53 

Using the Patient Facesheet...................................................................................................................................................................54 

Accessing Mail.........................................................................................................................................................................................54 

Sending a Message.................................................................................................................................................................................54 

Replying to Messages.............................................................................................................................................................................55 

Forwarding Messages .............................................................................................................................................................................55 

Seeing Distribution Lists..........................................................................................................................................................................56 

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

Lesson 2 Online Help ..............................................................................................................................57 

Objectives...................................................................................................................................................................................................57 

Using the Help Menu................................................................................................................................................................................57 

Using the Table of Contents and Index................................................................................................................................................60 

Using Hypertext Links and Navigation Buttons..................................................................................................................................65 

Using Context-Sensitive Help .................................................................................................................................................................66 

Finding Help Topics..................................................................................................................................................................................68 

Printing Help Topics.................................................................................................................................................................................70 

Adding Topics to the Favorites Tab......................................................................................................................................................72 

What’s Next..............................................................................................................................................................................................74 

The Quick Version ...................................................................................................................................................................................75 

Using the Help Menu .............................................................................................................................................................................75 

Using the Table of Contents ..................................................................................................................................................................75 

Using the Index.......................................................................................................................................................................................75 

Using Hypertext Links and Navigation Buttons.....................................................................................................................................75 

Using Context-Sensitive Help..................................................................................................................................................................75 

Finding Help Topics .................................................................................................................................................................................76 

Printing the Current Help Topic..............................................................................................................................................................76 

Printing Multiple Help Topics..................................................................................................................................................................76 

Adding Topics to the Favorites Tab........................................................................................................................................................76 

Lesson 3 Patient Registration ..................................................................................................................77 

Objectives...................................................................................................................................................................................................77 

Quick Register a Patient..........................................................................................................................................................................77 

Adding Admission/Referral Information..................................................................................................................................................80 

Adding Home/Work Information ...........................................................................................................................................................84 

Adding Patient Demographic Data .......................................................................................................................................................86 

Checking for Duplicate Patients .............................................................................................................................................................86 

Adding Name/IDs/Personal Information................................................................................................................................................88 

ii Copyright 2008, IMPAC Medical Systems 

LTGRAD0004A /1.0/18-Aug-2008


Adding Admission/Referral Information..................................................................................................................................................90 

Adding Home/Work Information ...........................................................................................................................................................94 

Adding Relative Information....................................................................................................................................................................96 

Adding Emergency Information..............................................................................................................................................................97 

Adding Billing and Claim Information................................................................................................................................................... 100 

Printing Demographic Information ..................................................................................................................................................... 104 

What’s Next........................................................................................................................................................................................... 106 

The Quick Version ................................................................................................................................................................................ 107 

Quick Register a Patient...................................................................................................................................................................... 107 

Adding Admission/Referral Information............................................................................................................................................... 107 

Adding Home/Work Information ........................................................................................................................................................ 108 

Adding Name/ID/Personal Information............................................................................................................................................... 108 

Adding Admission/Referral Information............................................................................................................................................... 108 

Adding Home/Work Information ........................................................................................................................................................ 109 

Adding Relative Information................................................................................................................................................................. 109 

Adding Emergency Information........................................................................................................................................................... 110 

Adding Billing and Claim Information................................................................................................................................................... 110 

Printing Demographic Information ...................................................................................................................................................... 111 

Lesson 4 Patient Diagnosis .................................................................................................................... 113 

Objectives................................................................................................................................................................................................ 113 

Adding a Diagnosis................................................................................................................................................................................ 113 

Adding the Diagnosis ........................................................................................................................................................................... 117 

Adding Staging Information ................................................................................................................................................................. 119 

Affirming a Diagnosis ............................................................................................................................................................................ 120 

Exploring the Diagnosis and Problem List........................................................................................................................................ 121 

What’s Next........................................................................................................................................................................................... 124 

The Quick Version ................................................................................................................................................................................ 125 

Adding a Diagnosis............................................................................................................................................................................... 125 

Adding the Diagnosis ........................................................................................................................................................................... 125 

Adding Staging Information ................................................................................................................................................................. 125 

Affirming a Diagnosis........................................................................................................................................................................... 126 

Exploring the Diagnosis and Problem List........................................................................................................................................... 126 

Course Evaluation: Radiation Oncology Front Office Training Guide I................................................................. 127 

Copyright 2008, IMPAC Medical Systems iii 

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[Guide Name Here] Training Guide 

iv Copyright 2008, IMPAC Medical Systems 

LTGRAD0004A /1.0/18-Aug-2008

Radiation Oncology Front Office Training Guide 

Copyright 2008, IMPAC Medical Systems 1 

LTGRAD0004A/1.0/18-Aug-2008 

Notes 

Introduction 

Welcome to the first module of Radiation Oncology Front Office Training. This 

book is your guide to unlocking the possibilities of MOSAIQ 1.50 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 Front Office Training is a basic course that covers how to use 

MOSAIQ and is primarily intended for front office personnel. 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 

This course teaches the basics, patient registration, patient diagnosis, financial 

information and authorizations, scheduling, code capture, documents, quality 

checklists, and library management. 

This course will not teach you how to launch MOSAIQ, log on or log off, change 

your password, or explore the main window, which are covered in Navigating in 

MOSAIQ. 

When you use 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 

SupportPlus Online 

SupportPlus is dedicated online support system of IMPAC, which gives you the most 

from your IMPAC oncology management system. SupportPlus contains valuable 

support information including installation and troubleshooting documents, training 

manuals, upgrade checklists, downloadable software tools, and much more. 

Access may be restricted based on your IMPAC service 

agreement. 

You can find this document under SupportPlus Home > Oncology Management > 

Documentation > Training Resources. 

Turn to SupportPlus for resources on implementation, training, support, and 

upgrades for all IMPAC products. 

For more information, contact support@impac.com, or call 800.488.4672. 

Log on to SupportPlus every week or two to check for new 

announcements, new document postings, and new training events. 

Please take a moment to send us a Product Suggestion. 

2 Copyright 2008, IMPAC Medical Systems 

LTGRAD0004A/1.0/18-Aug-2008

Introduction 


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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 .


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. 


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Introduction 


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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.


Notes 


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Notes 

Lesson 1 The Basics 

Objectives 

You will learn how to: 

• Use the Select Patient window 

• Explore the Home view 

• Explore the Chart view 

• Use eChart Navigator 

• Use Notes 

• Use the Patient Face sheet 

• Use the Mail System 

Using the Select Patient Window 

In many of the functions in MOSAIQ you must first select a patient. If you try to use 

a function that needs a patient chart to be open, a selection window automatically 

opens so you can choose a patient. In this exercise, you will sort the Select Patient 

window, find and select patients, view patient facts, and change patient status. 

Sorting the Select Patient Window 

You can sort the list of patients in many ways to help you find the patient you want. 

In this exercise, you will sort the Select Patient window. 

1. Log on to MOSAIQ. 

2. In the toolbar, click . 

Shows the Select Patient window, shown in Figure 1.


Notes 

Selects the 

information to 

appear about 

each patient 

Type the name 

of the first letter 

entered 

List of patients 

Selects whether to show 

active, inactive, or all patients 

Figure 1: Select Patient Window - Demographics View 

You can also click File | Open Patient Chart… or press F2 

to open the Select Patient window. 

The Select Patient window is a table. Tables are windows that contain lists and are 

a standard component of the MOSAIQ system. Depending on the type of list, 

you may be able to add, edit, and remove items. You can always select items 

from a table list. 

The Select Patient window contains these components: 

Command 

buttons used to 

process patients 

Selects the list 

sort order 

View Shows the information that appears about each patient. You 

can select from demographics, admissions, referral, primary 

payer, and identifiers lists. 


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Lesson 1: The Basics 


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Notes Patient 

List 

A list of the patients in your database. The patients that appear 

depend on the selected filter. 

Filter by Shows only active patients, only inactive patients, or active and 

inactive patients. 

Sort by Specifies the patient list sort order. You can sort by last name 

then first name, or by patient ID (in the above example Name). 

Scroll bar Shows columns not currently shown. When you move the 

scroll bar, the patient name column always appears left of the 

window. 

3. Click adjacent to the View option. 

Opens the chart for the selected patient. 

Opens the NEW Patient Registration dialog box, which you 

can use to add a new patient to the database. 

Opens the Facts & Photo dialog box which shows 

information about the selected patient. 

Opens the Change Patient Status dialog box which you can 

use to change patient status or specify the patient as active or 

inactive. 

Shows the View list, shown in Figure 2. 

4. Click Primary Payer. 

Figure 2: View List 

Shows information by primary payer, shown in Figure 3.


Notes 

Figure 3: Select Patient Window - Primary Payer View 

The Primary Payer column replaces the Gender and Address columns. 

5. Use the scroll bar to move to the right to see the hidden columns, then to the left. 

Some of the columns are the same as in Demographics view. 

6. Click adjacent to the View field, then click Identifiers. 

Shows the Select Patient window in Identifiers view as shown in Figure 4. 


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Notes 

Figure 4: Select Patient Window - Identifiers View 

Most of the columns changed in the Identifiers view. 

7. In the Filter by section, click Inactive. 

Shows only inactive patients. The list is blank since the Practice database only 

contains active patients. 

8. In the Filter by section, click Active. 

Shows only active patients. 

9. In the Sort by section, click SSN. 

Sorts the patient list by social security number. 

10. In the Sort by section, click Name. 

Sorts the patient list by last name, then first name. 

11. Click adjacent to the View option, then click Demographics. 

Restores the Select Patient window to its initial configuration. 

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

view you have selected is the default the subsequent time you 

log on to MOSAIQ.


Notes Finding and Selecting Patients 

If your patient list is long, you can use the Find feature to quickly find the patient 

record. In this exercise, you will find and select patients. 

1. Type h. 

Records H in the Find field and selects the first record that starts with “h,” in this 

case Eddie Haskell. 

2. Type u. 

Records HU in the Find field and selects the first record that starts with “hu,” in 

this case Claire Huxtable. 

3. Press BACKSPACE. 

Only type the minimum number of letters that finds your patient. If 

a number of patients have the same last name, use Last Name, 

First name. 

Removes U from the Find field and selects Eddie Haskell again. 

4. Type o. 

Records HO in the Find field and selects Hagar Horrible. 

5. Type w. 

Records HOW in the Find field and selects Sean Howard. 

6. In the Select Patient window, click DREW, NANCY J, then click . 

Opens the patient chart and show the patient name in the Open Patient Chart 

button in the Tool Bar, shown in Figure 5. If a message appears to show the 

patient is missing a Privacy Notice, click . 

Figure 5: Patient Name on Tool Bar 

You can also double-click an entry in a table to select it. 


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Notes 

Viewing Patient Facts 

You can quickly see pertinent facts related to a patient. Open the patient chart or select 

the patient directly from the Select Patient window. In this exercise, you will use the 

two available procedures to see patient facts. 

1. Press F2. 

Opens the Select Patient window. 

2. In the Select Patient window, click KIRK, JAMES T. 

Selects the patient for which to see facts. 

3. Click . 

Opens the Facts & Photo dialog box for James T. Kirk, shown in Figure 6. 

Figure 6: Facts & Photo Dialog Box 

MOSAIQ supplies the fields on the Facts & Photo dialog box. The fields cannot 

be changed. 

You can also right-click in the Select Patient window. Then click 

Facts to open the Facts & Photo dialog box for the selected 

patient. 

4. In the Facts & Photo dialog box, click . 

Closes the Facts & Photo dialog box.


Notes 5. In the Select Patient window, click . 

Opens the patient chart for James T. Kirk. 

6. Click File | Close Patient Chart. 

Closes the patient chart for James T. Kirk. 

Changing Patient Status 

The patient current status appears in the Status column of the Select Patient window. 

You can change the status of a patient shown in the window. In this exercise, you will 

change patient status. 

1. Press F2. 

For this exercise, the instructor will assign you one of the 

previously existing patients in the practice database. Use this 

patient wherever “your preexisting patient” is specified in the 

instructions . 


MOSAIQ has many shortcut keys. Many appear adjacent to menu 

commands but not all. IMPAC has several quick reference cards 

with a complete list of shortcut keys. See the Administration quick 

reference card for shortcuts relevant to the front office. 

2. In the list of patients, click your patient, then click . 

Shows the Clinical tab of the Change Patient Status dialog box, shown in 

Figure 7. 

Figure 7: Change Patient Status Dialog Box - Clinical Tab 


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Notes The available statuses are shown with radio buttons. You can only select one 

clinical status for the patient. When you add a new patient name it is appears in 

the Select Patient window and given the patient status New. 

On 

Treatment 

All patients with a status of New are automatically updated to 

On Treatment when you record a treatment using the 

SEQUENCER Verify and Record product. 

Break The patient is on a break from treatment. Can be used in 

conjunction with the Schedule Break status. 

Treatment 

Complete 

The patient has completed treatment. 

Follow Up The patient is in a follow up status. 

Re- 

Evaluative 

Patient 

Inactive 

The patient is in a re-evaluate status. 

The patient is inactive. For example, the patient moved but 

continues treatment and follow up at a different facility or 

refuses to come back for follow up. 

Other Used for other status needs. It is common for facilities to use 

this as an expired status. You can filter patients by this status to 

easily remove records. 

The only automatic statuses are New and On Treatment. You must set the 

other statuses. Patient status is used in patient selection lists and reports but is not 

necessary. 

You can also right-click, then click Status… to open the Change 

Patient Status dialog box. 

3. Click Treatment Complete. 

Specifies the patient clinical status. 

4. Click . 

Changes the patient status. The status for your patient changed to Complete. 

5. In the Select Patient window, click . 

Closes the Select Patient window.


Notes 

Exploring the Home View 

MOSAIQ has a Home View, which you can configure to show all the features that 

you use most frequently and is the first screen you see after you log on to MOSAIQ. 

The Home View can be specific to a user or to a specified role, such as Physician or 

Therapist. MOSAIQ comes with pre-defined Home Views for multiple roles. You 

can use the pre-defined roles or fully customize the Home View. You can also make 

changes directly from the Home View. In this exercise, you will explore the Home 

View, shown in Figure 8. 

Right-click here to add, 

remove, and rename tabs. 

Click here to configure 

window panes. 

Figure 8: MOSAIQ Home View 

Which panes appear on your Home View depends on your configuration. Typical 

panes include: 

• Daily Schedule 

• Mail 

• Mail Detail 

• Links 

• Queue 

• Staff QCL 

• Staff Schedule 

• My Work List 

• Work List Detail 


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Notes 1. In the top right corner of the Home View, click . 

Shows the Options menu, shown in Figure 9. 

Figure 9: Options Menu 

The options menu contains these commands: 

Configure 

View… 

Layout 

Settings… 

Opens the Home window to select panes to configure the 

home page. 

Opens the Layout Settings window to customize the graphical 

user interface of the Home View. You can configure tabs for 

different users by department or by role. 

Refresh Refreshes the Home View, which enables new data to appear. 

2. Click Configure View…. 

Opens the Home window, shown in Figure 10. 

3. Double-click Daily Schedule. 

Figure 10: Home Window 

Opens the Daily Schedule Pane, shown in Figure 11.


Notes 

Daily Schedule Pane 

Figure 11: Home View showing Daily Schedule Pane 

4. In the top right corner of the Home View, click , then click Layout 

Settings…. 

Shows the Options menu, then opens the Layout Settings - Home window, 

shown in Figure 12. 


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Notes 

Figure 12: Layout Settings - Home Window 

The Layout Settings window shows available layout configurations. It has two 

general types of configurations: pre-defined and user-defined. IMPAC Admin is a 

user-defined configuration that you can import, save, or delete in User Mode. All 

buttons are active in the IMPAC Admin configuration. 

5. Click . 

Closes the Layout Settings - Home window. 

6. Right-click . 

Shows the Tab Options Menu, shown in Figure 13. 

Figure 13: Tab Options Menu 

You can add tabs to the Home View. You can name and move the tabs and add 

panes to each tab. More than one tab can have the same pane.


Notes 7. Click outside the Tab Options Menu. 

Closes the Tab Options Menu. 

For more information, see the quick reference sheet for configuration details. 

Exploring the Chart View 

MOSAIQ has a Chart View, which you can use to show all the features that you use 

most frequently when treating a patient. Almost the same to the Home View, the 

Chart View can be specific to each user or to a defined role. MOSAIQ comes with 

pre-defined Chart Views for multiple roles. You can use the pre-defined roles or fully 

customize the Chart View. You can also make changes directly from the Chart View. 

In this exercise, you will explore the Chart View. 

1. Click . 

Opens the patient chart, shown in Figure 14. 

The Patient Bar shows the same 

information as the Patient Header 

in the Flowsheet, but with more 

information. 

Figure 14: Patient Chart 

Alerts provide information which 

could seriously affect patient 

care decisions. 

Allergies to 

medications or other 

substances. 

Your configuration determines which window 

panes appear on your Chart View. 


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Notes Which panes appear on your Chart View depends on your configuration. Typical 

panes include: 

• Charge Summary 

• Diagnosis 

• Documents 

• Image Browse 

• Lab Results 

• Notes 

• Note Detail 

• Orders 

• Other Medications 

• Patient QCL 

• Vital Signs 

• Images 

For more information, see the quick reference sheet for configuration details. 

Using eChart Navigator 

eCHART is a multi-functional electronic treatment chart that organizes and keeps 

important treatment information necessary during radiation therapy. Diagnosis and 

intervention data gives you information about your patients and how they are treated 

in your facility. In this exercise, you will add notes using the eCHART Navigator, 

show other medications vs. dose site summary, and explore allergies and alerts. 

Adding Notes Using the eCHART Navigator 

1. Click . 

Opens the eCHART Navigator window, shown in Figure 15.


Notes 

Summary Writer box. Click on button 

above to add text entered in the box to 

the associated tab below. 

Navigator/Patient Facesheet tabs 

Notes Summary tabs 

Patient Clinical Notes Summary 

Document header information and 

command button 

Order information and command button 

Diagnosis intervention information 

and command button 

Figure 15: eCHART Navigator Window 

You can also click eCHART | Navigator… from the menu bar, or 

press F5 to open the eCHART Navigator window. 

The eCHART Navigator contains configurable Summary tabs to add patient 

notes quickly and satisfactorily. Each tab shows a different category for your 

department. 

2. Click in the Summary Writer box. 

Puts the insertion point in the Summary Writer box. 

Patient Information header 

Command buttons to display flowsheets, 

assessments, clinician worksheets, images, 

quality checklists, and patient schedules 

Allergies and Alerts 

information and 


Other medications/dose site 

summary information and 


Laboratory and vital signs 

information and command 

button 


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Notes 3. Type Pt will F/U with surgeon later on this week to schedule 

port placement between business trips. 

Adds the text to the chart. 

4. Click . 

Adds the note text to the Patient Clinical Summary box as shown in Figure 16. 

Figure 16: eCHART Navigator Window showing Patient Note 

5. In the menu bar, click eCHART | Notes…. 

Opens the Patient Notes window, shown in Figure 17. 

Figure 17: Patient Notes Window


Notes The note you added in the eCHART Navigator is added as a general patient note 

with a type of Clinical-OncHx. 

Notes added from the Patient Notes window with a type of Clinical- 

, where is one of the eCHART Navigator Summary 

tabs specified for your department, also appear on the appropriate 

tab in the eCHART Navigator window. 

Your system administrator can configure different views. You will use notes later 

in this lesson. 

6. Click . 

Closes the Patient Notes window. 

Showing Other Medications vs. Dose Site Summary 

You can record other medication the patient is having at this time or courses of 

chemotherapy before. In this exercise, you will open the Medication List window. 

1. From the eCHART Navigator, click . 

Opens the Medication List window, shown in Figure 18. 

If you are not using the eCHART Navigator, click eCHART | Other 

Medications from the menu bar to open the Medication List 

window. 


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Notes 

Figure 18: Medication List Window 

You add and monitor other medications the patient uses or used before 

treatment and for conditions other than cancer. Basically, anything that is not part 

of the Care Plan. 

2. Click . 

Closes the Medication List window. 

3. Click eChart | Diagnoses and Interventions…. 

Opens the Diagnosis and Interventions window, shown in Figure 19.


Notes 

Figure 19: Diagnosis and Interventions Window 

You can define complete courses of treatment for each patient. It is your “home 

base” for recording disease diagnoses and for describing how you will treat the 

patient once a diagnosis has been recorded. 

4. Right-click in Diagnosis and Interventions window. 

Opens the Options menu, shown in Figure 20. 

Figure 20: Options Menu 


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Notes 

5. Click Dose Site Summary…. 

Opens the Dose Site Summary window, shown in Figure 21. 

Figure 21: Dose Site Summary Window 

The Dose Site Summary window shows the radiation dose administered to each 

treatment site defined as a dose tracking site. 

6. Click , then click . 

Closes the Diagnosis and Interventions window, then closes the Dose Site 

Summary window. 

Exploring Allergies and Alerts 

You can see allergy information for your patient that the nurse recorded. Allergy 

information appears in MOSAIQ where the information could be very important to 

patient care. In this exercise, you will see medication allergy information and add other 

allergy information. 

1. In the eCHART Navigator window, click . 

Opens the Allergies by Severity dialog box, shown in Figure 22. 

If you are not using the eCHART Navigator, click eCHART | 

Allergies and Alerts… from the menu bar to open the Allergies 

dialog box.


Notes 

Figure 22: Allergies by Severity Dialog Box 

The Allergies by Severity dialog box contains patient allergies and specifies a Do 

NOT Resuscitate alert, which is standard and cannot be changed. Seven more 

alerts can be configured specially for your facility. In the practice database, these 

alerts are shown with samples such as DPAHC (durable power of attorney for 

health care) and VAD (patient has a vascular access device). 

2. Click . 

The MOSAIQ System Configuration Guide for Radiation Oncology 

gives the procedure for configuring alerts. 

Opens the Patient Note window, shown in Figure 23. 


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Notes 

Figure 23: Patient Note Window 

You can add a note about the alert. If a note is attached, a appears to the left 

of . 

3. Click . 

Closes the Patient Note window. 

4. Click . 

Closes the Allergies by Severity dialog box. 

Using Notes 

Three types of patient notes are available in the MOSAIQ system: 

Dialog 

Box 

Specific 

Notes attached to a dialog box that show a Notes button. The note 

is specified to the current patient. 

General Notes related to the patient chart, but which are not attached to a 

specified dialog box. 

eCHART 

Checklist 

When you do a chart check using the eCHART Checklist, an 

electronic patient note is automatically made. This feature must be 

activated in Department Setup to save the Chart Checklist as a note.


Notes 

You can add and change dialog box-specific and general notes. If you do not want 

other users to change your note, you can lock it. You must then type your user ID 

and password to unlock and change the note. 

In the following exercises, you will attach a note to a dialog box, see the Patient Notes 

window, and type general patient notes. You will also append text to notes, lock and 

unlock notes, and mail notes to a user. 

Attaching Patient Notes to Dialog Boxes 

All notes are patient-specific. But notes made in a dialog box are also specified to that 

dialog box. In this exercise, you will attach a note to a dialog box. 

1. Open the chart for your lesson patient. 

Selects the patient to add a note. 

2. Click File | Demographics…. 

Opens the Patient Demographic Data dialog box. 

3. Click . 

The Patient Demographic Data dialog box and Patient Note window 

are examined later in this module. 

Opens the Patient Note window, shown in Figure 24. 

Figure 24: Appointment Slip Note Dialog Box 


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Notes 

4. Click in the Subject field, then type Pending Labs. 

Adds the note subject. 

5. Press TAB, then type Make sure the lab has the CBC and Chem 

prepare for the subsequent appointment. 

Moves the insertion point to the note box, then adds the patient note. 

6. Click . 

Attaches the note to the dialog box. A appears to the left of to 

show that a note is there. 

7. Click . 

Closes the Patient Demographic Data dialog box. 

Seeing the Patient Notes Window 

You can see notes for a patient from the Patient Notes window. In this exercise, you 

will see the Patient Notes window. 

1. Click eChart | Notes…. 

Opens the Patient Notes window for the patient, shown in Figure 25. 

Figure 25: Patient Notes Window – All Patient Notes View 

The Notes… command is also available from the File menu for those 

facilities that do not have eCHART.


Notes The Patient Notes window can show notes not related to a dialog box or 

window or notes related to a specified dialog box or window. 

2. Click adjacent to the View field, then select General Patient Notes. 

Shows general patient notes for the current patient. The note you added in the 

exercise before does not appear in the Notes list. 

Adding General Patient Notes 

You can only add general patient notes from the Patient Notes window. In this 

exercise, you will add a general patient note. 

1. In Patient Notes window, click . 

Opens the Patient Note dialog box, shown in Figure 26. 

You must select a note 

Type. 

Figure 26: Patient Note Dialog Box 

Note the added Type field. Use this field to show the type of general patient note 

you are adding. 

You must specify a note type. If you do not, MOSAIQ does not let 

you save the note. 

2. Click adjacent to the Type field, then select Clinical-General. 

Specifies the type of general patient note. 


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Notes 3. Type Appointment Requirement in the Subject field. 

Adds the note subject. 

4. Press TAB, then type Patient must see the attending Oncologist 

before each treatment. 

Moves the insertion point to the note box, then adds the note. 

5. Click . 

Adds the note to the Patient Notes window. 

Appending Text to Notes 

You can append text to a note without changing the initial text in the note. When you 

append a note, the date and your user ID initials are added to the appended note text. 

In this exercise, you will append text to a note. 

1. In Patient Notes window, select the note you added, then click . 

Opens the Patient Note dialog box for the selected note. 

2. Right-click in the dialog box. 

Shows the Patient Note Options menu, shown in Figure 27. 

Figure 27: Patient Note Options Menu 

This Patient Note Options menu contains commands related to the operation of 

the Patient Note dialog box. 

Right-click the mouse to show the menu commands for the current 

window or function. This is a standard MOSAIQ feature. 

The Patient Note Options menu contains these commands: 

Append Changes the dialog box to Append mode to append text to 

an existing note. 

Lock Locks the note. Your user ID and password are necessary to 

lock a note.


Notes Unlock Unlocks the note. The user ID and password used to lock 

the note are necessary to unlock the note. 

Print Note Prints the note. 

3. Click Append. 

Adds the current date and time, and your user ID initials to the note box. 

4. Press ENTER, then type Secondary physician can see patient when 

attending Oncologist is not available. 

Adds the text to append to the note as shown in Figure 28. 

5. Click . 

Figure 28: Patient Note Dialog Box – Appended Note 

Accepts the changes to the note. 


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Notes 

Locking and Unlocking Notes 

You can lock a note such that only you can unlock and change it. Other users cannot 

change, append, or remove a note locked by you. In this exercise, you will lock, then 

unlock a note. 

1. In Patient Notes window, select the note that you added and changed, then click 

. 

Opens the Patient Note dialog box. 

2. Right-click in the dialog box, then click Lock. 

Opens the Lock dialog box, shown in Figure 29. 

Figure 29: Lock Dialog Box 

Your user ID is automatically in the Name field. 

3. Type your practice database password in the Password field, then click . 

Locks the note. The Locked display field contains the date and your initials. The 

note is also read-only at this time. 

4. Click . 

Closes the Patient Note dialog box, then shows the Patient Notes window. An 

asterisk (*) appears adjacent to the note in the Patient Notes window and shows 

that the note is locked as shown in Figure 30.


Notes 

Figure 30: Patient Notes – Locked Note 

5. Select the note you just locked, then click . 

Opens the Patient Note dialog box. The text is gray to show that you cannot 

change it. 

6. Right-click in the dialog box, then click Unlock. 

Opens the Unlock dialog box, shown in Figure 31. 

Figure 31: Unlock Dialog Box 

7. Type your practice database password in the Password field, then click . 

Unlocks the note. 

8. Click . 

The asterisk shows you that 

the note is locked. 

Only the user who locks a note can unlock the same note. 

Closes the Patient Note dialog box, then shows the Patient Notes window. The 

asterisk no longer appears. 


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Notes 

Mailing Notes 

You can mail a note to a user registered in the MOSAIQ system. In this exercise, you 

will mail a note. 

1. In Patient Notes window, select the note that you added and changed, then click 

. 

Opens the Patient Note dialog box. 

2. Right-click in the dialog box, then click Mail To. 

Opens the Select Directory dialog box, shown in Figure 32. 

Figure 32: Select Directory Dialog Box 

You use the Select Directory dialog box to select staff or location that you want 

to appear. 

3. Click . 

Opens the Staff Directory window, shown in Figure 33. 

Figure 33: Staff Directory Window 

The Staff Directory window shows staff members added in MOSAIQ.


Notes 

Staff members only appear in the Staff Directory if Active is 

checked on the Staff dialog box for that staff member. If your 

practice ID does not appear, your instructor can help you check 

Active so that your practice ID appears. 

4. Double-click your practice user name. 

Sends the note to the specified user. For this exercise, you will send the message 

to you. 

5. Click . 

Opens the Mail Sent Receipt message box, shown in Figure 34. 

Figure 34: Mail Sent Receipt Message Box 

If you want to be told when the specified user opens the mail message, click 

, if not click . 

6. Click . 

Specifies no receipt for the mail sent, then shows the Patient Notes window. 

7. Click . 

Closes the Patient Notes window. 


Closes the open patient chart. 

Using the Patient Facesheet 

The Patient Facesheet shows summary information from the Patient Demographic 

Data dialog box and the Patient Insurance Information window. In this exercise, you 

will explore the patient facesheet. 

1. Click eChart | Navigator…. 

Opens the eCHART Navigator window. 


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Notes 2. Click . 

Opens the eCHART Navigator Patient Facesheet tab, shown in Figure 35. 

Figure 35: eCHART Navigator Patient Facesheet Tab 

You can click to get more information. 

3. Click the top . 

Click to show the Patient Demographic 

Data dialog box | Name tab 

Click to show the Patient Demographic Data 

dialog box | Attending tab 

Click to show the Patient Insurance 

Information window 

Opens the Patient Demographic Data dialog box, shown in Figure 36.


Notes 

Figure 36: Patient Demographic Data Dialog Box 

You can use the Patient Demographic Data dialog box to add and keep 

registration data about a patient. This data supplements the information in NEW 

Patient Registration. 

4. Click . 

Closes the Patient Demographic Data dialog box. 

5. Click the bottom . 

Opens the Patient Insurance Information window, shown in Figure 37. 


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Notes 

Figure 37: Patient Insurance Information Window 

The Patient Insurance Information window shows all of the payers for the 

selected patient, the priority status, and the patient policy number for each payer. 

Typically, each patient has one or more insurance companies (for example, 

Medicare or a private carrier) and patient direct billing (the patient or the patient 

guardian). One Insurance dialog box must be completed for each responsible 

billing party. 

6. Click . 

Closes the Patient Insurance Information window. 

7. Click . 

Goes back to the Chart Navigator tab. 

8. Click . 

Closes the eCHART Navigator window. 

Using the Mail System 

MOSAIQ has an internal message system for users to send e-mail messages to each 

other. The MOSAIQ message system is not connected to other network e-mail 

systems your facility may have. In these exercises, you will access mail, send a message, 

reply to messages, forward messages, read distribution lists, and purge mail.


Notes 

Accessing Mail 

To send and receive mail, you must first open the MOSAIQ mail system. In this 

exercise, you will access mail. 


Opens the Mail Messages window, shown in Figure 38. 

Figure 38: Mail Message Window 

The Mail Messages window shows messages for the currently logged on staff 

member. The default is the Staff InBox – Unread view. 

You can also click Tools | Mail to open the Mail Messages 

window. You can also open the Mail work list on the My Work List 

pane to read messages. Double-click a message in the Mail work 

list to open it in the My Work List Detail pane. 

2. Double-click a message in the Mail Messages window. 

Opens the message. The message text is dimmed and cannot be changed. 

3. Click . 

Closes the message. The message no longer appears in the window. 

4. Click adjacent to the View field, then select Staff InBox – All. 

Shows read and unread messages. The check mark to the left of the message 

shows that you read the message. 


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Notes 5. Click adjacent to the View field, then select Staff InBox – Unread. 

Shows only unread messages. 

Sending a Message 

Sending messages in MOSAIQ is almost the same as adding a note to a dialog box. 

In this exercise, you will send a message. 

1. In the Mail Messages window, click . 

Opens the Mail Message dialog box, shown in Figure 39. 

Figure 39: Mail Message Dialog Box 

The Mail Message dialog box contains fields to select a patient, the type of 

message, a subject, and the message text. 

2. Click adjacent to the Patient field. 


3. Double-click your lesson patient. 

Adds the selected patient in the Patient field. 

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

Selects the type of note. The Type field is the only necessary field when sending a 

message.


Notes 5. Press TAB, type Office Visit, then press TAB. 

Adds the subject, then moves the insertion point to the message body field. 

6. Type this message: Please pull last week’s labs for his appt today. 

Adds the body of the text. Your entries should look almost the same as the ones 


7. Click . 

Figure 40: Completed Mail Message Dialog Box 

Opens the Select Directory dialog box. 

8. Click . 

Opens the Staff Directory window. 

9. Double-click your practice database user name. 

Selects the user to send the mail. For this exercise, you will send the message to 

you. Opens the Mail Sent Receipt message box. 

10. Click . 

Sends the message to the selected staff member without requesting a receipt. The 

message appears in your inbox. 


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Notes 

Replying to Messages 

You can directly reply to a message. When you reply, the message is sent to the initial 

sender by default. In this exercise, you will reply to a message. 

1. In the Mail Message window, double-click the mail message that you just sent. 

Opens the message in the Mail Message dialog box. 


Opens the Mail Message Options menu, shown in Figure 41. 

3. Click Reply. 

Figure 41: Mail Message Options Menu 

Opens the Reply to Mail dialog box, shown in Figure 42. 

Figure 42: Reply to Mail Dialog Box 

You can include the initial mail text in the reply and retain addresses. 

You can also press CTRL+R to execute the Reply command. 

4. Check the Retain Mail Text checkbox. 

Keeps the original mail text in the reply. 

5. Check the Retain Addresses checkbox. 

Automatically replies to all the names on the distribution list.



Saves the reply options, then shows the message in the Mail Message dialog box. 

A double line divides the message text from the reply text. 

7. Type Which labs would you like pulled? CBC? Chem Panel?, then 

click . 

Adds the reply text, then opens the Select Directory dialog box. 

8. Click . 

Opens the Staff Directory window. The initial staff member is automatically 

selected. Two chevrons (>>) appear to the left of the staff member name. You 

can accept the selection, add more recipients, or select different recipients. 

9. Click . 

Opens the Mail Sent Receipt message box. 

10. Click . 

Sends the reply. 

Forwarding Messages 

To add more recipients: select them, then press SPACEBAR or 

click in front of the name. Chevrons appear to show that they 

are selected. 

You receive a message, and you want a different user to read it who is not on the 

initial distribution list. You can forward the message without changes. In this exercise, 

you will forward a message. 

1. In the Mail Messages window, double-click a message in the list. 

Opens the message. 

2. Right-click in the Mail Message dialog box. 

Shows the Mail Message Options menu. 

3. Click Mail To. 


4. Click . 

You can also press CTRL+M to do the Mail To command. 



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Notes 5. Double-click your practice user name. 

Selects the recipient. For this exercise, you will send the message to you. 

6. Click . 


7. Click . 

Forwards the message to the selected recipient. 

Seeing Distribution Lists 

When you receive a message, it can be sent only to you or to multiple recipients. If 

you want to see who initially received the message, you can see the distribution list. In 

this exercise, you will see a distribution list. 


Opens the Mail Message dialog box. 

2. Click adjacent to the Type field, then select Admin-General. 

Selects the message type. 

3. Press TAB, type Test, press TAB, then type This is a test for 

distribution lists. 

Adds the message subject and body text. 

4. Click . 


5. Click . 


6. Select the first name in the list, then press SPACEBAR until all names in the list 

are selected. Include your name. 

Selects names of the staff members to include in the distribution list. 

7. Click . 


8. Click . 

Sends the message to all the selected recipients.


Notes 9. Double-click the Test mail message. 

Opens the message. You cannot tell which other staff members were recipients. 

10. Right-click in the dialog box, then click Distribution. 

Opens the Mail Distribution List dialog box, shown in Figure 43. 

Figure 43: Mail Distribution List Dialog Box 

The Mail Distribution List dialog box shows all the staff members or locations 

who were recipients of the message. 

11. Click . 

Closes the Mail Distribution dialog box. 

12. Click . 

Closes the Mail Message dialog box. 

Purging Mail 

When you read messages, they are removed from Staff Inbox-Unread and put in Staff 

Inbox-All. Purge messages from the Staff Inbox-All in regular intervals. In this exercise, 

you will purge mail. 

1. In the Mail Message window, click adjacent to the View option, then select 

Staff InBox - All. 

Shows all messages. 


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Notes 2. Select a message that you have received, then click . 

Opens the Mail Message dialog box for the selected message. Note Will be Deleted 

appears at the bottom of the dialog box. 

3. Click . 

To purge multiple messages, tag each message (select, then 

press SPACEBAR), then click . Click . 

Removes the shown message, then shows the Mail Messages window. 

You can remove messages from the OutBox in the same 

procedure. 


Closes the Mail Messages window. 

What’s Next 

In this lesson, you learned how to use the Select Patient window, explore the Home 

view, explore the Chart view, use eChart Navigator, use notes, use the Patient Face 

sheet, and use the mail system. Use the Quick Version as a concise, step-by-step guide 

to quickly apply the skills you have learned or to reinforce what you have learned. In 

the subsequent lesson, you will learn how to use help.


Notes 

The Quick Version 

Sorting the Select Patient Window 


2. Click adjacent to the View option. 

3. Click the view option. 

4. Use the scroll bar to move to the right to see the hidden columns. 

5. In the Filter by section, click an option to filter. 

6. In the Sort by section, click an option to sort. 

Finding and Selecting Patients 

1. In the Select Patient window, type the minimum number of letters that finds your 

patient. 

2. Click the patient name, then click . 

3. If a message appears to show the patient is missing a Privacy Notice, click 

. 

Viewing Patient Facts 

1. In the Select Patient window, click a patient. 

2. Click . 

3. In the Facts & Photo dialog box, click . 

4. In the Select Patient window, click . 


Changing Patient Status 

1. In the Select Patient window, click a patient, then click . 

2. Click the appropriate tab and radio button. 

3. Click . 

4. Click . 


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Notes 

Exploring the Home View 

1. In the top right corner of the Home View, click . 

2. Click Configure View…. 

3. Double-click a pane. 

4. In the top right corner of the Home View, click , then click Layout 

Settings…. 

5. Click . 

6. Right-click . 

7. Click outside the Tab Options Menu. 

Opening the Chart View 

1. Click . 

Adding Notes Using the eCHART Navigator 

1. Click . 

2. Click in the Summary Writer box. 

3. Type the note. 

4. Click . 

5. In the menu bar, click eCHART | Notes…. 

6. Click . 

Showing Other Medications vs. Dose Site Summary 

1. From the eCHART Navigator, click . 

2. Click . 


4. Right-click in Diagnosis and Interventions window. 

5. Click Dose Site Summary…. 

6. Click , then click .


Notes Exploring Allergies and Alerts 

1. In the eCHART Navigator window, click . 

2. Click . 

3. Click to close the Patient Note window. 

4. Click to close the Allergies by Severity dialog box. 

Attaching Patient Notes to Dialog Boxes 

1. Open the chart for a patient. 


3. Click . 

4. Click in the Subject field, then type text for the subject. 

5. Press TAB, then type the note. 

6. Click to attach the note to the dialog box. 

7. Click to close the Patient Demographic Data dialog box. 

Seeing the Patient Notes Window 

1. Click eChart | Notes…. 

2. Click adjacent to the View field, then select the view option. 

Adding General Patient Notes 

1. In Patient Notes window, click . 

2. Click adjacent to the Type field, then select Clinical-General. 

3. Type the text in the Subject field. 

4. Press TAB, then type the note. 

5. Click . 


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Notes 

Appending Text to Notes 

1. In Patient Notes window, select a note, then click . 


3. Click Append. 

4. Press ENTER, then type more text. 

5. Click . 

Locking and Unlocking Notes 


2. Right-click in the dialog box, then click Lock. 

3. Type your password in the Password field, then click . 

4. Click . 

5. Select the note you just locked, then click . 

6. Right-click in the dialog box, then click Unlock. 

7. Type your password in the Password field, then click . 

8. Click . 

Mailing Notes 


2. Right-click in the dialog box, then click Mail To. 

3. Click . 

4. Double-click a user name. 

5. Click . 

6. Click . 

7. Click . 

8. Click File | Close Patient Chart.


Notes 

Using the Patient Facesheet 

1. Click eChart | Navigator…. 

2. Click . 

3. Click the top . 

4. Click . 

5. Click the bottom . 

6. Click . 

7. Click . 

8. Click . 

Accessing Mail 


2. Double-click a message in the Mail Messages window. 

3. Click . 

4. Click adjacent to the View field, then select a view option. 

Sending a Message 


2. Click adjacent to the Patient field. 

3. Double-click your patient. 

4. Click adjacent to the Type field, then select a message type. 

5. Press TAB, type the subject text, then press TAB. 

6. Type the message. 

7. Click . 

8. Click . 

9. Double-click your user name. 

10. Click . 


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Notes 

Replying to Messages 

1. In the Mail Message window, double-click a mail message. 


3. Click Reply. 

4. Check the Retain Mail Text checkbox. 

5. Check the Retain Addresses checkbox. 

6. Click . 

7. Type a message, then click . 

8. Click . 

9. Click . 

10. Click . 

Forwarding Messages 

1. In the Mail Messages window, double-click a message in the list. 

2. Right-click in the Mail Message dialog box. 

3. Click Mail To. 

4. Click . 

5. Double-click a user name. 

6. Click . 

7. Click .


Notes 

Seeing Distribution Lists 


2. Click adjacent to the Type field, then select the message type. 

3. Press TAB, type the subject text, press TAB, then type the message. 

4. Click . 

5. Click . 

6. Select the first name in the list, then press SPACEBAR until all names in the list 

are selected. 

7. Click . 

8. Click . 

9. Double-click the mail message. 

10. Right-click in the dialog box, then click Distribution. 

11. Click . 

12. Click . 

Purging Mail 

1. In the Mail Message window, click adjacent to the View option, then select the 

view option. 

2. Select a message, then click . 

3. Click . 



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Notes 

Lesson 2 Online Help 

Objectives 


• Use the Help menu 

• Use the Table of Contents and Index 

• Use Hypertext Links and Navigation Buttons 

• Use Context Sensitive Help 

• Find Help Topics 

• Print Help Topics 

• Add Topics to the Favorites Tab 

The Help system contains all you need to know about MOSAIQ. In this lesson, you 

will use the Help menu, use context sensitive Help, use hypertext links and navigation 

buttons, find Help topics, print Help topics and add topics to the Favorites tab. 

Using the Help Menu 

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

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

topics using the Help menu. 

1. In the menu bar, click Help. 

Shows the Help menu, shown in Figure 44. 

Figure 44: Help Menu 

The Help menu contains these commands:


Notes Current 

Topic 

Table of 

Contents 

Search for 

Help On… 

How to Use 

Help 

Shows context sensitive Help on the currently shown 

window or dialog box. 

Shows the Help Table of Contents. 

Opens a dialog box to find specified Help topics. 

Shows instructions on using the Help system. 

About… Opens a dialog box showing MOSAIQ system and 

copyright information. 

The remaining commands show reference information from different medical 

and cancer organizations in an online help format. 

2. Click , if needed. 

Opens the Help window with the Table of Contents, shown in Figure 45. 

Title bar Toolbar pane 

Contents/Index/Search/Favorites pane 

Figure 45: Help Window with Table of Contents 

Information pane 


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Lesson 2: Online Help 


LTGRAD0004A/1.0/18-Aug-2008 

Notes The Help window is divided into three panes: the Toolbar pane, the 

Contents/Index/Search/Favorites pane, and the Information pane. 

The Help window toolbar, shown in Figure 46, contains these buttons: 

Figure 46: Help Window Toolbar 

Hides the Contents/Index/Search pane. This button is only 

available if the Contents/Index/Search pane appears. 

Shows the topic before. This button is only available if you have 

shown more than one topic during the current Help session. 

Shows the subsequent topic in the sequence of topics, which you 

have seen during the current Help session. This button is only 

available if you have shown more than one topic during the 

current Help session, and have clicked to read topics 

before. 

Refreshes the Information pane. If the Information pane is 

unreadable, this button refreshes it to its initial condition. 

Opens the Print Topics dialog box to select the topics to print, 

then the Standard Windows Print dialog box. 

Shows a menu with commands that are equivalent to the buttons 

in the toolbar and these commands: 

Internet Options... - Opens the Standard Windows Internet 

Options dialog box to specify Internet Explorer program options. 

See Internet Explorer Help for more information. 

Search Highlight On/Off - Highlights the word you are 

searching for when found in a topic. This is a toggle command. 

Click it to change the highlight from on to off and back to on. 

You can change the dimensions of the Contents/Index/Search/Favorites pane, 

the Information pane, and the Help window.


Notes 

Using the Table of Contents and Index 

The Table of Contents shows all topics in the Help system and appears first in the 

Contents/Index/Search/Favorites pane by default. The Table of Contents is 

organized by books ( ) and pages ( ). Books contain pages or other books. 

Click adjacent to a closed book ( ) to expand it. Click adjacent to an open 

book ( ) to contract it. Click adjacent to a topic to show the topic in the 

Information pane. 

In this exercise, you will use the Table of Contents and Index. 

1. Click adjacent to the Reports book. 

Expands the book to show the topics and more books as shown in Figure 47. 

Figure 47: Table of Contents showing Expanded Reports Book 


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Notes 2. Click the Cancer Wait Time Report topic. 

Shows the Cancer Wait Time Report topic in the Information pane as shown in 

Figure 48. 

Opens a list 

of topics you 

can jump to 

related to the 

current topic 

Topic contents 

Topic title 

Figure 48: Cancer Wait Time Report Topic 

The Cancer Wait Time Report topic is an example of a reference topic. It contains 

background information about the subject. 

3. Click . 

Explains how to open the dialog box or 

window in the system 

Opens a menu of topics related to the currently shown topic as shown in 

Figure 49. 

Figure 49: Related Topics Menu 

Opens a list of 

How-To topics 

you can jump to 

related to the 

current topic 

Hypertext link to 

another topic


Notes 4. Click Clinician Worksheet. 

Shows the Clinician Worksheet topic, shown in Figure 50. 

5. Click . 

Figure 50: Clinician Worksheet Topic 

Shows the Cancer Wait Time Report topic again. 

6. Click . 

Shows the How to Upload Cancer Wait Time Assessments topic, shown in Figure 51. 


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Notes 

Figure 51: How to Upload Cancer Wait Time Assessments Topic 

The How to Upload Cancer Wait Time Assessments topic is a How To topic. How To 

topics contain procedural steps. MOSAIQ Help has many How To topics. 

7. In the Contents/Index/Search/Favorites pane, click . 

Shows the Index, shown in Figure 52.


Notes 

Figure 52: Help Window – Index Tab 

The Index tab of the Help window contains the index list, plus a keyword search 

box. You can type in a number of letters to help you find the topic you want 

without reading all of the index. 

The Index is similar to an index in a printed book. If an entry has sub-entries, 

double-click a sub-entry to show the topic. If you double-click a topic with subtopics, 

a window appears with the sub-topics you can choose. 

8. Type que. 

Moves through the index to the Queue entry. 

9. Below the Queue entry, double-click Department Queue. 

Shows the Department Queue topic, shown in Figure 53. 


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LTGRAD0004A/1.0/18-Aug-2008 

Notes 

Figure 53: Department Queue Topic 

Using Hypertext Links and Navigation Buttons 

Many Help topics contain hypertext links to other Help topics. You can quickly show 

related information to the current topic. In this exercise, you will use hypertext links 

and navigation buttons. 

1. In the Help window toolbar, click two times. 

Shows to the Cancer Wait Time Report topic. 

2. Move to the bottom of the topic, then click the System Conventions hypertext 

link. 

Shows the System Conventions topic, shown in Figure 54.


Notes 

Figure 54: System Conventions Topic 

The System Conventions topic contains definitions and descriptions of all the 

elements in that tab. Near the top of this topic is a line starting with Click to jump to 

a heading followed by some hypertext links. Some hypertext links are in the 

headings, usually in reference topics that are very long. 

3. In the Help window, click . 

Closes the Help window. 

Using Context-Sensitive Help 

Help topics in MOSAIQ are context sensitive. You can click the mouse or press a key 

to show a Help topic relating to the currently shown window or dialog box. In this 

exercise, you will use two procedures to show context sensitive Help. 

1. Click File | Register New Patient…. 

Opens the NEW Patient Registration dialog box. 


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Notes 2. Click Help | Current Topic. 

Opens the Help window with the NEW Patient Registration topic, shown in 

Figure 55. 

Figure 55: NEW Patient Registration Topic 

3. In the Help window title bar, click . 

Closes the Help window. 

4. Press F1. 

Opens the Help window with the NEW Patient Registration topic. 

5. Close the Help window. 

Click Note! to show more information on the help topic.


Notes 

Finding Help Topics 

MOSAIQ Help contains a powerful full text search feature. You can search for 

individual words in all the topics. In this exercise, you will find help topics using the 

search function. 


Shows the Search tab of the Help window, shown in Figure 56. 

The Search tab contains these options: 

Type in the 

keyword to 

find 

Figure 56: Help Window - Search Tab 

Type words or phrases to search. 

Shows topics containing the words or phrases you typed. 


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Notes 

Select Topic 

to display 

Once a list of topics is shown, click this button to show the 

highlighted topic in the Information pane. You can also 

double-click a listed topic to show it. 

Shows a list of topics that match your search criteria. The 

topic titles appear in the list. 

2. In the Type in the word(s) to search for box, type diag, then click . 

Shows a list of topics that match your criteria, shown in Figure 57. 

Figure 57: Help Window - Search Tab Showing Search Results 

These topics all contain the word diag in the title and body of the topic. 

3. In the Select Topic to display list, double-click Diagnosis and Staging. 

Shows the Diagnosis and Staging topic in the Information pane, shown in 

Figure 58.


Notes 

Figure 58: Diagnosis and Staging Topic 

Each occurrence of the search criteria word or phrase is highlighted in the topic. 

Printing Help Topics 

If you frequently refer to the same Help topic, you can print it. You do not have to 

search for it each time in the Help window. You can print individual topics or all 

books from the Table of Contents. In this exercise, you will print Help topics. 

1. In the Help window toolbar, click . 

“Diag” highlighted. 

Opens the Print dialog box, shown in Figure 59. 


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Notes 

Figure 59: Print Dialog Box 

The Print dialog box is the same standard print dialog box you find in most 

Windows applications. Your printer will most likely appear different than shown 

above. 

2. Click . 

Prints the current topic. 

If you show the Index tab or the Search tab, you can only print a single topic at a 

time. However, if you show the Table of Contents, you can print all books of 

topics. 

3. Click . 

Shows the Table of Contents tab. 

4. Click the Reports book to highlight it. 

Selects the book to print. 

5. Click . 

Shows the Print Topics dialog box, shown in Figure 60.


Notes 

Figure 60: Print Topics Dialog Box 

The Print Topics dialog box contains two radio buttons. One to print the selected 

topic and one to print the selected heading and all subtopics contained in it. 

6. Click Print the selected heading and all subtopics, then click 

. 

Specifies to print the Reports book, including all subtopics, then opens the Print 

dialog box. 

7. Click . 

Prints all topics below the Reports book. 

Adding Topics to the Favorites Tab 

You can also refer to a frequently used topic by adding it to the Favorites tab. In this 

exercise, you will add a frequently used topic to the Favorites tab. 

Favorites topics are available for future reference until you remove 

them from the Favorites Tab. 


Shows the Favorites tab of the Help window, shown in Figure 61. 


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Notes 

Figure 61: Help Window - Favorites Tab 

The Favorites tab contains these field and buttons: 

Topics Shows your favorite topics. 

Current 

topic: 

Removes a topic from the Topics list. 

Selects a topic from the Topics list and shows it on the 

right side of the pane. 

Adds a topic from the right side of the pane to the Topics 

list. 

Shows the current topic on the right side of the pane. 

You can also right-click a topic from the Topics list and select 

Display, Add, Remove, or Rename from the menu.



Adds the Current Topic: Diagnosis and Staging in the Topics list, shown in 

Figure 62. 

Figure 62: Help Window - Favorites Tab showing Diagnosis and Staging 

3. To add a second topic, click a different tab, double-click to select a topic, click 

, then click . 

Shows the Current Topic in the Topics list. 

What’s Next 

In this lesson, you learned how to use the Help menu, use the table of contents and 

index, use hypertext links and navigation buttons, use context sensitive help, find and 

print Help topics, and add your favorite topics to the topics list. Review the 

subsequent Quick Version. In the subsequent lesson, you will learn how to quick 

register a patient, review and update demographics, print demographic information, 

and add topics to the Favorites tab. 


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Notes 


Using the Help Menu 

1. In the menu bar, click Help. 

Using the Table of Contents 

1. Click . 

2. Click adjacent to a book. 

3. Click the topic. 

4. Click . 


6. Click . 


Using the Index 

1. In the Contents/Index/Search/Favorites pane, click . 

2. Type the first few letters to help you find the topic you want. 

3. Below the entry, double-click the topic. 

Using Hypertext Links and Navigation Buttons 

1. In the Help window toolbar, click or . 

2. Click the underlined hypertext link. 

Using Context-Sensitive Help 

1. In MOSAIQ, open the dialog box or window that you want to show help. 

2. Click Help | Current Topic. 

3. In the Help window title bar, click . 

4. Press F1. 

5. Close the Help window.


Notes 

Finding Help Topics 


2. In the Type in the word(s) to search for box, type the search word or phrase, then click 

. 

3. In the Select Topic to display list, double-click the topic. 

Printing the Current Help Topic 

1. In the Help window, browse to the topic to print. 

2. In the Help window toolbar, click . 

3. Click . 

Printing Multiple Help Topics 

1. Click . 

2. Click the book to select it. 

3. Click . 

4. Click the appropriate radio button, then click . 

5. Click . 

Adding Topics to the Favorites Tab 

1. In the Help window, browse to the topic to add to the favorites tab. 


3. Click . 

4. To add a second topic, click a different tab, double-click to select a topic, click 

, then click . 


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Notes 

Lesson 3 Patient 

Registration 

Objectives 


• Quick Register a Patient 

• Adding Patient Demographic Data 

• Print Demographic Information 

Some conditions, such as emergencies or special weekend appointments, it is 

necessary to temporarily bypass the usual registration procedure. You can quickly 

register a patient, then fill in the remaining patient information later. In this lesson, you 

will quick register a patient, add patient demographic data, and print demographic 

information. 

Quick Register a Patient 

When you quick register a patient, you only add the minimum necessary information 

to add the patient in the system. In this exercise, you will quick register a patient. 


Opens the Name/ID/Personal tab of the NEW Patient Registration dialog box, 


Figure 63: NEW Patient Registration Dialog Box - Name/ID/Personal Tab


Notes 

When you quick register a patient, it does not check for duplicates 

until after you have completed all fields and click . Add 

from the Patient List to see that the patient is not already added. 

All fields that are colored red are required. If they are not filled in, 

you cannot continue. 

The Name/ID/Personal tab of the NEW Patient Registration dialog box 

contains these fields: 

Last The last name of the patient. 

First The first name of the patient. 

MI The middle initial of the patient. 

Salutation A salutation, such as Mr. or Ms., to use in patient letters. 

Other A second patient name, such as a nickname, maiden name or 

alias. For example, if a name of the patient is James and the 

patient prefers to be called Jim, type Jim in this field. 

Birth Date The date of birth of the patient. 

Age Shows the age of the patient. This field is automatically 

calculated from the Birth Date field and cannot be changed. 

MedRc The primary ID of the patient. The label for this field in your 

clinical database may differ from that shown above 

depending on how your System Administrator has configured 

the system. 

Gender The gender of the patient. 

SSN The social security number of the patient. 

Accepts the information typed in the NEW Patient 

Registration dialog box, then checks for possible duplicate 

patient records. 

Cancels registration. The information entered is not saved. 

2. Choose a fictitious name, type the last name, press TAB, type the first name, press 

TAB, type the middle initial, then press TAB. 

Records the name of the patient. 


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Lesson 3: Patient Registration 


LTGRAD0004A/1.0/18-Aug-2008 

Notes 

A comma after the last name or period after the middle initial is 

unnecessary. The software does it for you. 

Examples in this guide show James M. Bond as the patient name. 

Replace your patient name wherever James M. Bond appears. 

3. Click adjacent to the Salutation field, then click an applicable salutation for the 

patient. 

Records a salutation. 

You can select a salutation by typing the first letter of the 

salutation until the salutation appears in the field. For example, to 

select Mrs., type m until Mrs. appears when you first tab to this 

field. 

4. Press TAB, then type the nickname of the patient, such as Jimmy. 

Moves the insertion point to the Other field, then records the nickname of the 

patient. 

5. Click adjacent to the Birth Date field. 

Opens the Calendar dialog box, shown in Figure 64. 

Figure 64: Calendar Dialog Box 

6. Change the date to April 20 th, 1965, then click . 

Records the birth date of the patient, then moves the insertion point to the 

MedRc field. In your clinical database, the label for this field can be different 

from that shown in Figure 63. 

The age of the patient is automatically recorded in the Age field. 

You can also type the birthdate in the MM/DD/YY format with a /, 

-, or a . in between. Birthdates before 1911 must be written with a 

4-digit year (that is, MM/DD/YYYY).


Notes 

7. Type 98-00xx, where xx is any number between 01 and 99. 

Records the primary ID of the patient. 

If the Creates Duplicate ID Entry message box opens, click 

and type another ID number. 

8. Click adjacent to the Gender field, then click the gender appropriate for your 

patient. 

Records the gender of the patient. 

9. Press TAB, then type 555229999. 

Moves the insertion point to the SSN field, then records the social security 

number of the patient. 

10. Press TAB. 

Changes the number you typed to standard Social Security format. 

Adding Admission/Referral Information 

You use the Admission/Referral tab to add the referring physician, attending 

physician, diagnosis, and other admission information about the patient. In this 

exercise, you will add admission/referral information. 

1. Click . 

Shows the Admission/Referral tab of the NEW Patient Registration dialog box, 


Figure 65: NEW Patient Registration Dialog Box - Admission/Referral Tab 

The Admission/Referral tab of the NEW Patient Registration dialog box contains 

these fields: 


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Notes Referring 

Physician 

Attending 

Physician 

The physician who referred the patient to your facility. 

The label for this field in your clinical database can be 

different from that shown above depending on how your 

System Administrator configured the system. 

The primary attending physician of the patient in the 

department. 

Department The department of the attending physician. If your site is 

not a multi-department site, that is, sharing patients with 

your satellite clinics, then ignore this field. It defaults to 

your home department. Assign Global if satellite 

departments must see patient information. 

Referring 

Internal or 

External MD 

Diagnosis 

Category 

The Internal or External physician who referred the 

patient to your facility. Used in multi-department sites 

when an attending MD from one department is recorded 

as the referring MD for a different department for billing. 

The general disease site for the patient, such as lung or 

colon. 

Diagnosis The diagnosis for the patient. The ICD code value used in 

medical billing. 

Inpatient The patient status as inpatient or outpatient. 

Room The room number of the patient. Only active if you 

checked the Inpatient checkbox. 

Bed The bed number of the patient. Only active if you 

checked the Inpatient checkbox. 

Transportatio 

n 

2. Click adjacent to the Referring Physician field. 

How the patient moves to and from your facility. 

Opens the External Directory window, shown in Figure 66.


Notes 

3. Double-click SANTOS, MARIA L. 

Figure 66: External Directory Window 

Records the referring physician of the patient. 

4. Click adjacent to the Attending Physician field. 

Opens the Physician Directory window, shown in Figure 67. 

5. Double-click GANNON, JOE F. 

Figure 67: Physician Directory Window 

Records the attending physician of the patient. 

6. Click adjacent to the Category field. 

Opens the Diagnosis Category window, shown in Figure 68. 


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Notes 

7. Double-click COLON 153. 

Figure 68: Diagnosis Category Window 

Records the diagnosis category of the patient. 

8. Click adjacent to the Diagnosis field. 

Opens the Select Diagnosis Code dialog box, shown in Figure 69. 

Figure 69: Select Diagnosis Code Dialog Box


Notes 9. In the Diagnosis Code Group list, click 153 Colon: MN, then double-click 153.3 

in the Diagnosis Code list. 

Records the diagnosis of the patient. The diagnosis description appears below the 

Diagnosis field. 

You can also type 153, then click the drop-down arrow. This shows 

only the codes related to 153 Colon. 

10. Click the Inpatient checkbox. 

Indicates that the patient is an inpatient. A appears in the checkbox. The Room 

and Bed fields are active at this time. 


Moves the insertion point to the Room field, then adds the room number of the 

patient. 


Moves the insertion point to the Bed field, then adds the bed number of the 

patient. 

13. Click adjacent to the Transportation field, then click Wheel chair. 

Records the method the patient uses to get to, from, or in your facility. 

Adding Home/Work Information 

You use the Home/Work tab to record the home address information and work 

telephone number of the patient. In this exercise, you will add home/work 

information. 

1. Click . 

Shows the Home/Work tab of the NEW Patient Registration dialog box, shown 

in Figure 70. 


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Notes 

Figure 70: NEW Patient Registration Dialog Box - Home/Work Tab 

The Home/Work tab of the NEW Patient Registration dialog box contains these 

fields: 

1 The first line of the address of the patient. 

2 The second line of the address of the patient, if applicable. 

City The city where the patient lives. 

State The state where the patient lives. 

The label for this field is configurable in Department Setup 

and may be different depending on your country. 

Postal The zip code for the address of the patient. 

Country The country where the patient lives. This field is necessary 

only when the patient lives in a country different from your 

treatment facility. 

Phone The home telephone number of the patient. 

Ext The work telephone number and extension of the patient, 

if any. 

2. Type 3455 28th Avenue. 

Records the primary address of the patient. 

3. Press TAB, then type Apt. 5. 

Moves the insertion point to the 2 field, then records the secondary address of the 

patient.


Notes 4. Press TAB, type Cambridge, press TAB, type MA, press TAB, then 02141. 

Records the city, state, and zip code of the patient. 

5. Press TAB twice, type 6175557878, then press TAB. 

Moves the insertion point to the Phone field, records the home telephone number 

of the patient, then moves the insertion point to the Work Phone field. 

6. Type 6175551122, press TAB, then type 45. 

Records the work telephone number and extension of the patient. 

The system automatically formats phone numbers for you when you 

go off the field. For example you can type 6175558958 then press 

TAB and the system formats it to 617/555-8958. 

Adding Patient Demographic Data 

After you add the new patient registration data, the system automatically checks for 

conflicts, then shows patient demographic data. In these exercises, you will use the 

Patient Demographic Data dialog box to check for duplicate patients, and add 

name/ID/personal, admission/referral, home/work, relative and emergency 

information. 

Checking for Duplicate Patients 

1. Click . 

Opens the Potential Duplicate Patients dialog box, shown in Figure 71. 


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Notes 

Information about the patient 

you are recording 

List of all possible 

duplicate patients 

Information about the possible 

duplicate patient selected in 

the list 

Number of possible duplicate matches 

the check found 

Figure 71: Potential Duplicate Patients Dialog Box 

The Potential Duplicate Patients dialog box shows possible duplicate patients. 

When you click , the system searches the patient database for patients 

with the same last name, gender, or birth date. If these fields matches an existing 

patient, that patient shows as a possible duplicate. You can choose from one of 

the duplicate patients, or continue with the new patient registration. 

As more students add their patients, more patients will appear in 

the duplicate patient list. If you are the last student to add the 

patient, you will see more rows in the list than the first or second 

student who added the patient 

Since the patients you are adding are all unique, you will continue registering your 

patient in the subsequent exercise. 

If no duplicate patients are found, the Potential Duplicate Patients 

dialog box does not open. Instead, a message box opens indicating 

no matches. You can then continue from the message box.


Notes 2. From the Potential Duplicate Patients dialog box, click , or click 

from the No Duplicates message box if it opened. 

Opens the New Patient Registration message box, shown in Figure 72. 

Figure 72: New Patient Registration Message Box 

From this message box you can stop registering the patient or continue to 

Demographics. 

Adding Name/IDs/Personal Information 

Patient demographic data gives more fields to identify the patient. In this exercise, you 

will add to the name/IDs/personal information. 

1. Click . 

Opens the Name/IDs/Personal tab of the Patient Demographic Data dialog 

box, shown in Figure 73. 

Figure 73: Patient Demographic Data Dialog Box - Name/IDs/Personal Tab 

The Name/IDs/Personal tab of the Patient Demographic Data dialog box 

contains these groups: 


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Notes Name The same fields as the Name/IDs/Personal tab of the 

NEW Patient Registration dialog box. 

IDs The primary ID field from the Name/IDs/Personal tab 

of the NEW Patient Registration dialog box, plus the five 

additional IDs you can define for each patient. Your 

System Administrator specifies the labels for the IDs. 

Personal The same fields as the Home/Work tab of the NEW 

Patient Registration dialog box, plus the Birth Place, Marital 

Status, Language, Race, Religion, and Children fields. 

Opens the Admission/Referral Note window to add an 

admissions/referral note. 

Opens the Patient Note window to add a clinical note. 

Opens the Patient Log & Chart Activity window to add a 

patient log. 

Opens the Accounts window to show information 

associated with accounts assigned to an applicable patient. 

Facilities in France use this feature. 

The fields completed in the NEW Patient Registration dialog box are 

automatically recorded in the Patient Demographic Data dialog box. 

Click File | Demographics….or press F6, then click to 

open the Patient Demographic Data dialog box for a patient. 

2. Click in the Birth Place field, then type Billings, Montana. 

Records the birthplace of the patient. 

3. Click adjacent to the Marital Status field, then click Divorced. 

Records the marital status of the patient. 

4. Click adjacent to the Language field, then click English. 

Records the primary language of the patient. 

5. Click adjacent to the Race field, then click Other. 

Records the race of the patient. 

6. Click adjacent to the Religion field, then click Hindu. 

Records the religion of the patient.


Notes 7. Click in the Children field, then type 2. 

Records the number of children the patient has. 


Patient demographic data gives fields to add more information about the physicians 

and diagnosis of the patient. In this exercise, you will add admission and referral 

information. 

1. Click . 

Shows the Admission tab of the Patient Demographic Data dialog box, shown in 

Figure 74. 

Figure 74: Patient Demographic Data Dialog Box - Admission Tab 

The Admission tab contains the same admission fields as the Admission/Referral 

tab of the NEW Patient Registration dialog box plus these fields: 

Diagnosis 2, 

Diagnosis 3, 

Diagnosis 4 

Admit/ 

Registration 

Date 

Second, third, and/or fourth diagnoses for the patient, if 

applicable. 

The date the patient registered in MOSAIQ. This field 

automatically shows the current date, but you can change it. 


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Notes Admit/ 

Registration 

Time 

Previous 

Therapy 

Discharge 

Date 

The time the patient was admitted. This field automatically 

shows the current time, but you can change it. 

The date when the patient had a course of therapy, if any. 

The date the patient was discharged, if any. 

Expired Date The date the patient expired, if applicable. 

Nursing Unit The nursing unit to which the patient is assigned. 

Admitting 

Physician 

The physician who admitted the patient. 

Resident A resident physician assigned to the patient. 

Nurse A nurse assigned to the patient. 

2. Click adjacent to the Previous Therapy field, change the date to 5/19/94, then 

click . 

Records the date of a course of therapy. 

3. Click adjacent to the Admitting Physician field, then double-click 

SANTOS, MARIA L. 

Records the admitting physician assigned to the patient. 

4. Click adjacent to the Resident field, then double-click CRUSHER, BEVERLY 

A. 

Records the resident physician assigned to the patient. 

5. Click adjacent to the Nurse field. 

Opens the Staff Directory window, shown in Figure 75.


Notes 

6. Double-click Smith, Jan M. 

Figure 75: Staff Directory Window 

Records the assigned nurse to the patient, then automatically shows the Attending 

tab of the Patient Demographic Data dialog box, shown in Figure 76. 

Figure 76: Patient Demographic Data Dialog Box - Attending Tab 

On some tabs in some dialog boxes, when you complete the last 

field, the adjacent tab automatically shows. 

The Attending tab contains fields for a maximum of three attending physicians 

and three associated referring MDs. The first Attending Physician field is 

automatically completed for you. 


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Notes 

7. Click . 

If your department is one institution, you will only see one 

department and attending physician field. The number of 

departments your site is registered for gives this number. 

Shows the Referral tab of the Patient Demographic Data dialog box, shown in 

Figure 77. 

Figure 77: Patient Demographic Data Dialog Box - Referral Tab 

The Referral tab contains the same referral fields as the Admission/Referral tab 

of the NEW Patient Registration dialog box plus these fields: 

Primary 

Physician 

Referring 

Physician 

Other MD 1 

and 2 

Referring 

Facility 

Referred to 

Facility 

The primary care physician for the patient. 

The referring physician for the patient. 

Other referring physicians assigned to the patient. 

The facility from which the patient was referred, if 

applicable. 

An outside facility to which the patient is referred for other 

treatments.


Notes 

The field labels can be different from that shown above in your 

Clinical database depending on how your System Administrator 

configures the fields. 

8. Click adjacent to the Primary Physician field, then double-click SANTOS, 

MARIA L. 

Records the primary physician for the patient. 

9. Click adjacent to the Other MD 1 field, then double-click MARTIN, JOE K. 

Records another physician for the patient. 


Patient demographic data provides fields to add more data to the home and work 

information of the patient. In this exercise, you will add home and work information. 

1. Click . 

Shows the Home/Work tab of the Patient Demographic Data dialog box, 


Figure 78: Patient Demographic Data Dialog Box - Home/Work Tab 

The Home/Work tab contains these tabs: 

Home 

Address 

The primary home address information of the patient. 


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Notes Alternate 

Address 

The alternate address information of the patient. 

The Home/Work tab of the Patient Demographic Data dialog box contains the 

same fields as the Home/Work tab of the NEW Patient Registration dialog box 

plus these work fields: 

Occupation The occupation of the patient. 

Employer The employer of the patient. 

1 The primary address of the employer. 

2 The secondary address of the employer, if any. 

City The city where the employer is located. 

State The state where the employer is located. 

Postal The zip code for the location of the employer. 

Country The country where the employer is located. 

Use 

Alternate 

Address 

Check to use the alternate address of the patient. 

2. Click in the Occupation field, then type Professor of Archaeology. 

Records the occupation of the patient. 

3. Press TAB, then type Cambridge University. 

Moves the insertion point to the Employer field, then records the employer of 

the patient. 

4. Press TAB, then type 233 Weston Way. 

Moves the insertion point to the 1 address field, then records the primary address. 

of the employer


Notes 5. Press TAB twice, type Cambridge, press TAB, type MA, press TAB, then type 

02141. 

Records the city, state, and zip code of the employer. 

Adding Relative Information 

Patient demographic data provides fields to add data about the spouse or other 

relative of the patient. In this exercise, you will add relative information. 

1. Click . 

Shows the Relative tab of the Patient Demographic Data dialog box, shown in 

Figure 79. 

Figure 79: Patient Demographic Data Dialog Box - Relative Tab 

The Relative tab contains these fields: 

Relationship The relationship of the relative to the patient. 

Last Name The last name of the relative. 

First The first name of the relative. 

Relative’s Home 

Address/Phone 

Relative’s Work 

Address/Phone 

The home information of the relative. 

The work information of the relative. 


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Notes 

2. Click adjacent to the Relationship field, then click Father. 

Records the relationship between the patient and the relative. 

3. Press TAB, type the same last name as your patient, press TAB, then type 

Angus. 

Records the first and last name of the relative. 

4. Press TAB, then type in the following address fields for the relative, using TAB to 

move between fields: 

Address 1 3455 28 th Avenue 

Address 2 Apt. 5 

City Cambridge 

State MA 

Postal 02141 

Phone 6175557439 

5. Click in the Occupation field, then type Retired. 

Records the occupation of the relative. 

Adding Emergency Information 

Patient demographic data gives fields to add information about the requested 

emergency contact of the patient. The emergency contact is not always the same as the 

relative of the patient. In this exercise, you will add emergency information. 

1. Click . 

Shows the Emergency tab of the Patient Demographic Data dialog box, shown 

in Figure 80.


Notes 

Figure 80: Patient Demographic Data Dialog Box - Emergency Tab 

The Emergency tab contains these fields: 

Relationship The relationship of the emergency contact to the 

patient. 

Last Name The last name of the emergency contact. 

First The first name of the emergency contact. 

Emergency 

Contact’s Address/ 

Phone 

The address and telephone number of the 

emergency contact. 

2. Click adjacent to the Relationship field, then click Father. 

Records the relationship between the patient and the emergency contact. 

3. Press TAB, type the same last name as your patient, press TAB, then type 

Angus. 

Records the first and last name of the emergency contact. 

4. Press TAB, then right-click in the dialog box. 

Shows the options menu for the Patient Demographic Data dialog box, shown in 

Figure 81. 


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LTGRAD0004A/1.0/18-Aug-2008 

Notes 

Figure 81: Patient Demographic Options Menu 

You can use the Patient Demographic Options Menu in all tabs of 

the Patient Demographic Data dialog box. See the bottom of Patient 

Demographic Data topic in Online Help for more information. 

5. Click Copy Emergency from Relative. 

Copies information from the Relative tab to the fields on the Emergency tab. 

6. Click . 

Shows the Home Care tab of the Patient Demographic Data dialog box, shown 

in Figure 82. 

Figure 82: Patient Demographic Data Dialog Box – Home Care Tab 

You can record the Home Care Facility, workers, pharmacy and PSDA 

information for the patient. At this time, you will bypass this tab.


Notes Adding Billing and Claim Information 

1. Click . 

Shows the Billing tab of the Patient Demographic Data dialog box, shown in 

Figure 83. 

Figure 83: Patient Demographic Data Dialog Box – Billing Tab 

You can add a custom billing plan to customize some billing procedures on a 

patient-by-patient basis. You can also type more claim information about the 

patient on the right side of the tab, shown in Figure 83. 

Some of this information overrides whatever departmental defaults 

they may have set up. 

Payer’s receiving invoices printed on HCFA-1500 forms may require more 

information about the patient. Although you may have multiple payers for one 

patient, you only need to complete the Claim information once for each patient. 

In this exercise you will add patient Billing and Claim information. 

The Billing section of the Patient Demographic Data dialog box contains these 

fields: 

Account 

Status 

Billing Information Claim Information 

The status of the account. 


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Notes Financial 

Class 

Default 

Inpatient 

Facility 

Default 

Outpatient 

Facility 

Accept 

Assignment 

Signature on 

File 

The financial class name. 

The default inpatient facility of the patient. 

The default outpatient facility of the patient. 

Check to accept assignment for the patient. 

Check if you have the signature of the patient on release 

forms. 

Date The signature of the patient on file date. 

Source The source ID of the patient. 

Cycle The statement cycle of the patient. 

Type The statement type of the patient. 

Monthly 

Payment 

Amount 

Statement 

Message 

Next 

Statement 

Message 

An amount the patient has agreed to pay monthly toward 

the bill. This amount prints on the patient statements. 

A message that prints on the statement of the patient. 

A secondary message that prints only on the patient 

subsequent statement. 

The account status is open. You can also add an admission/referral or patient 

note from the Patient Demographic Data dialog box Billing tab. 

The Claim Information (1) tab of the Patient Demographic Data Dialog box 

contains these fields: 

Emergency Check if the condition of the patient is an emergency. 

Employed Is the patient is employed? 

Student Is the patient is a student? 

Employment 

Related 

Check if the condition of the patient is employment related.


Notes Accident 

Related 

Location 

(State) 

First 

Symptom 

Is the condition of the patient is accident related? 

If you select Auto or Other in the Accident Related group, 

the state the accident occurred. This field is available only if 

you specify the condition of the patient as accident related. 

The date the patient first noted symptoms of the illness 

currently being treated. 

First Illness The date the patient experienced a similar illness. 

Unable to 

Work 

Medicare 

Status 

The From and To dates which the patient has been unable 

to work due to the illness. 

The code for patients covered under Medi-Cal. Leave this 

field blank if the patient is Medicare eligible. 

The Claim Information (2) Tab of the Patient Demographic Data dialog box, 

shown in Figure 84, contains these fields. 

Figure 84: Claim Information (2) Tab – Patient Demographic Data Dialog Box 

CHAMPUS The CHAMPUS fields are used for Box 11a on the 

HCFA-1500 1/84 form and relate to military employment. 

Disabled Is the patient is disabled? If so, to what extent (Full, 

Partial)? 


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LTGRAD0004A/1.0/18-Aug-2008 

Notes Full From The start date of the disability of the patient. If partially 

disabled, the field will read Partial From. 

Full To The end date of the disability of the patient. If partially 

disabled, the field will read Partial To. 

Return Work If you indicated the patient as partially or fully disabled, the 

date the patient returned or will return to work. 

EPSDT Check if the patient is a participant in an EPSDT, Early & 

Periodic Screening, Diagnosis and Treatment. This is for 

Child Health Insurance and Medicaid Advocates. 

Family 

Planning 

Check if the patient is a participant in a family planning 

program. 

2. Click adjacent to the Default Inpatient Facility field, then select Radiation 

Oncology Center. 

Selects the default inpatient facility. 

3. Click adjacent to the Default Outpatient Facility field, then select Home. 

Selects the default outpatient facility. 

4. Put a checkmark in the checkbox adjacent to the Signature on File field. 

Records that the signature of the patient is on file. The Date and Source fields are 

active at this time, and the Date field defaults to the current date. 

5. Click adjacent to the Source field, then click M. 

Specifies the source for the signature of the patient on file. 

6. Click adjacent to the Cycle field, then select Cycle 1. 

Selects the statement cycle for the patient. 

7. Click in the Monthly Payment field, then type 200. 

Records the amount that the patient has agreed to pay monthly. 

8. In the Claim Information (1) section, click adjacent to the Employed field, then 

select FullTime. 

Records that the patient is employed full time. 

9. Change the date in the First Symptom field to 4/23/2001. 

Records the date the patient first experienced symptoms.



Adds the patient chart. When you have completed adding a new patient, the new 

patient chart becomes the current chart. 

Printing Demographic Information 

When you have completed adding a new patient, you can print a report of the patient 

demographic information. In this exercise, you will print demographic data for a 

patient. 


Opens the Patient Demographic Data dialog box. 

2. Right-click in the dialog box, then click Print Demographics. 

Opens the Print Demographics dialog box, shown in Figure 85. 

3. Click . 

Figure 85: Print Demographics Dialog Box 

Opens the Print dialog box, shown in Figure 86. 


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LTGRAD0004A/1.0/18-Aug-2008 

Notes 

4. Click . 

Figure 86: Print Dialog Box 

Opens the Patient Demographics window, shown in Figure 87. 

Figure 87: Patient Demographics Window 

The Patient Demographics window contains all of the information recorded in 

the Patient Demographic Data dialog box. Report features are covered in a 

different module. 

5. In the Patient Demographics window, click . 

Closes the Patient Demographics window. 

6. Click . 

Closes the Patient Demographics dialog box.



Closes the Print Demographics dialog box. 

What’s Next 

In this lesson, you learned how to quick register a patient and check for duplicate 

patients. You also added patient demographic data and printed demographic 

information. Review the subsequent Quick Version. In the subsequent lesson, you will 

learn patient diagnosis. 


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LTGRAD0004A/1.0/18-Aug-2008 

Notes 


Quick Register a Patient 


2. Type the last name, press TAB, type the first name, press TAB, type the middle 

initial, then press TAB. 

3. Click adjacent to the Salutation field, then click an appropriate salutation for the 

patient depending on the gender, for example, Mr. 

4. Press TAB, then type the nickname of the patient. 

5. Click adjacent to the Birth Date field. 

6. Change the date, then click . 

7. Type the primary ID of the patient. 

8. Click adjacent to the Gender field, then click the gender appropriate for your 

patient. 

9. Press TAB, then type the social security number of the patient. 

10. Press TAB. 


1. Click . 

2. Click adjacent to the Referring Physician field, then double-click the referring 

physician assigned to the patient. 

3. Click adjacent to the Attending Physician field, then double-click the attending 


4. Click adjacent to the Category field, then double-click the diagnosis category of 

the patient. 


6. In the Diagnosis Code Group list, click the Diagnosis Code Group, then in the Diagnosis 

Code list, double-click the Diagnosis Code. 

7. Click the Inpatient checkbox. 

8. Press TAB, then type the room number of the patient. 

9. Press TAB, then type the bed number of the patient.


Notes 10. Click adjacent to the Transportation field, then click the method the patient uses 

to get to, from, or in your facility. 


1. Click . 

2. Type the primary address of the patient. 

3. Press TAB, then type the secondary address of the patient, if any. 

4. Press TAB, type the city, press TAB, type the state, press TAB, the zip code of 

the patient. 

5. Press TAB twice, type the home telephone number of the patient, then press 

TAB. 

6. Type the work telephone number of the patient, press TAB, then type the 

extension. 

Adding Name/ID/Personal Information 

1. Click . 

2. From the Potential Duplicate Patients dialog box, click , or click 

from the No Duplicates message box if it opened. 

3. Click . 

4. Click in the Birth Place field, then type the birthplace of the patient. 

5. Click adjacent to the Marital Status field, then click the marital status of the 

patient. 

6. Click adjacent to the Language field, then click the primary language of the 

patient. 

7. Click adjacent to the Race field, then click the race of the patient. 

8. Click adjacent to the Religion field, then click the religion of the patient. 

9. Click in the Children field, then type the number of children the patient has. 


1. Click . 

2. Click adjacent to the Previous Therapy field, change the date to the date of a 

previous course of therapy, then click . 

3. Click adjacent to the Admitting Physician field, then double-click the admitting 



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LTGRAD0004A/1.0/18-Aug-2008 

Notes 4. Click adjacent to the Resident field, then double-click the resident physician 

assigned to the patient. 

5. Click adjacent to the Nurse field, then double-click the assigned nurse to the 

patient 

6. Click . 

7. Click adjacent to the Primary Physician field, then double-click the primary 

physician assigned to the patient 

8. Click adjacent to the Other MD 1 field, then double-click another physician for 

the patient. 


1. Click . 

2. Click in the Occupation field, then type the occupation of the patient. 

3. Press TAB, then type the employer of the patient. 

4. Press TAB, type the 1 address field, then type the primary address of the 

employer. 

5. Press TAB twice, type the city, press TAB, type the state, press TAB, then type 

the zip code of the employer. 

Adding Relative Information 

1. Click . 

2. Click adjacent to the Relationship field, then click the relationship between the 

patient and the relative. 

3. Press TAB, type the last name of the relative, press TAB, then type the first name 

of the relative. 

4. Press TAB, then type in the address for the relative, using TAB to move between 

fields. 

5. Click in the Occupation field, then type the occupation of the relative.


Notes 

Adding Emergency Information 

1. Click . 

2. Click adjacent to the Relationship field, then click the relationship between the 

patient and the emergency contact. 

3. Press TAB, type the last name of the emergency contact, press TAB, then type the 

first name of the emergency contact. 

4. Press TAB, then right-click in the dialog box. 

5. Click Copy Emergency from Relative. 

Adding Billing and Claim Information 

1. Click . 

2. Click adjacent to the Default Inpatient Facility field, then select the default 

inpatient facility. 

3. Click adjacent to the Default Outpatient Facility field, then select the default 

outpatient facility. 

4. Put a checkmark in the checkbox adjacent to the Signature on File field. 

5. Click adjacent to the Source field, then click the source for the signature of the 

patient on file. 

6. Click adjacent to the Cycle field, then select the statement cycle for the patient. 

7. Click in the Monthly Payment field, then type the amount that the patient has 

agreed to pay monthly. 

8. In the Claim Information (1) section, click adjacent to the Employed field, 

then select the employment status of the patient. 

9. Change the date in the First Symptom field to the date the patient first 

experienced symptoms. 

10. Click . 


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LTGRAD0004A/1.0/18-Aug-2008 

Notes 

Printing Demographic Information 


2. Right-click in the dialog box, then click Print Demographics. 

3. Click . 

4. Click . 

5. In the Patient Demographics window, click . 

6. Click . 

7. Click .


Notes 


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LTGRAD0004A /1.0/18-Aug-2008 

Notes 

Lesson 4 Patient Diagnosis 

Objectives 


• Add a Diagnosis 

• Affirm a Diagnosis 

• Explore the Diagnosis and Problem List 

Defining prescriptions is a basic part of the clinical chart in MOSAIQ. In this lesson, 

you will add and affirm diagnosis and staging information and explore the Diagnosis 

and Problem List. 

Adding a Diagnosis 

When you record diagnosis and staging data, the only necessary information is the 

diagnosis. If you do not have a complete diagnosis when you record diagnosis and 

staging information, you can add the information later. In this exercise, you will 

record diagnosis and staging data. 

1. Quick admit a new patient (ask your instructor for assistance if necessary). 

Selects the patient to add the diagnosis. 


Opens the Diagnoses and Interventions window, shown in Figure 88.


Notes 

Figure 88: Diagnoses and Interventions Window 

The window is blank. A complete diagnosis for this patient is not added. A Care 

Plan has is not assigned. 

The Diagnoses and Interventions window shows all diagnoses for the selected 

patient and Care Plan information already added. The Diagnoses and 

Interventions window defaults to the Order Set level of detail. 

The Diagnoses and Interventions window contains this information and options: 

Header Diagnosis and related Care Plan, cycle, and activity 

information. 

CD For multi-day cycles, the cycle day to perform the activity. For 

example, 1 is the activity that should occur on the first day of 

the cycle. 

Start A date for the corresponding activity as follows: 

Diagnosis-the date of initial diagnosis as recorded in the 

Oncology Diagnosis dialog box. 

Care Plan-the start date of the first cycle in the Care Plan. 

Cycle-the date the cycle begins. 

Order Set-the date the order set should occur. 


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Lesson 4: Patient Diagnosis 


LTGRAD0004A /1.0/18-Aug-2008 

Notes 

Status The status of the course of treatment. If the item status is 

Pending, the column is blank. Other statuses for an item show 

one of these indicators: 

A (Approved), C (Completed), H (On Hold for cycles), P 

(Process Locked), V (Voided), and X (Closed). 

An O appearing after a status indicates orders are associated 

with that item (as in AO and CO). 

The date the status was last changed appears to the right of 

the indicator along with the initials of the user who last 

changed the status. 

Level The level of detail shown in the Diagnoses and Interventions 

window: Diagnosis, Care Plan, Cycle, Order Set, Regimen, 

Component, and All. 

Opens the Diagnosis and Problem List dialog box to see, add 

a status for, change, remove, and add a diagnosis for the 

patient. It also contains a list of the patient diagnoses. 

When you add a diagnosis, opens a blank Patient Care Plan 

dialog box. The highlight bar can be anywhere in a diagnostic 

folder when you click . 

Opens the Order Sets window. The highlight bar may be 

positioned on a Care Plan cycle folder or any Care Plan cycle 

when you click . 

Opens a blank Radiation Prescriptions dialog box for the 

active patient. This button is only available from the Radiation 

tab. The highlight bar can be anywhere in a Care Plan folder 


Opens a blank Treatment Field Definition dialog box for the 

active patient. This button is only available from the Radiation 

tab. The highlight bar can be anywhere in a RadRx folder 


Opens a blank Simulation Field dialog box for the active 

patient. This button is only available from the Radiation tab. 

The highlight bar can be anywhere in a RadRx folder when 

you click . 

Opens the Site Setup dialog box to select patient orientation. 

Only available when a radiation treatment field is selected. If 

you select a row that is not in a site, then you are prompted to 

select a site. 

Shows the selected item for editing.


Notes 

Removes the selected item. You cannot remove approved 

items. 

Rereads all shown records and refreshes the window to 

include additions, changes, or deletions. This is useful if a 

different user adds or changes information to the same 

patient. 

Opens the Record Status dialog box to approve Care Plan 

cycles. You can only approve one Care Plan or Care Plan 

cycle at a time. 

Opens the Dosimetry Setup window unless this is the first 

time this button is clicked after you add a prescription site. In 

this condition, the Dosimetry Setup Information dialog box 

opens first. This button is only available from the Radiation 

tab. 

Opens the Archived Objects window, only available if your 

site is registered for MOSAIQ Oncology PACS. 

Some information can be limit to a specified tab in the Diagnoses and 

Interventions window. 

3. Click . 

You can also press CTRL+TAB to show different tabs. 

Opens the Diagnosis and Problem List dialog box, shown in Figure 89. 


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LTGRAD0004A /1.0/18-Aug-2008 

Notes Figure 89: Diagnoses and Problem List Dialog Box 

The Diagnoses and Problem List dialog box shows all of the patient diagnoses. 

4. Click . 

Opens the Diagnosis and Staging dialog box, shown in Figure 90. 

Figure 90: Diagnosis and Staging Dialog Box 

When the Close Display Folder check box has a checkmark, the diagnosis appears in 

the Diagnoses and Interventions window. But, you cannot assign Care Plans or 

order sets to the patient. This is frequently used for diagnoses that have been 

treated and are no longer active. 

Adding the Diagnosis 

The Diagnosis and Staging dialog box contains all the fields necessary to document 

diagnosis and staging information for each patient. When you record diagnosis data, 

the only information you must add is the diagnosis and diagnosis type. If you do not 

have a complete diagnosis when you record diagnosis and staging information, you 

can add the information later. In this exercise, you will add diagnosis information. 


Opens the Diagnosis list, shown in Figure 91.


Notes 

Figure 91: Diagnosis List 

You bypassed the Wait Code field, which monitors and shows the time from a 

initial referral of the patient to the first treatment. 

You must activate Display Wait Codes in Department Setup to 

show the Wait Code field. 

2. Click adjacent to 175: Male Breast: MN 2 Items. 

Expands the list to show items in that group, shown in Figure 92. 

Figure 92: Diagnosis List showing Items 

3. Double-click Male Breast, NOS (excludes Skin of breast T-17. 

Records the code in the Diagnosis field. The system automatically completes the 

Category field and the Edition fields and removes the checks the Manually Stage 

checkboxes. 

4. Click adjacent to the Laterality field, select 2. Left, then press TAB. 

Records that the tumor is on the left side, and moves the insertion point to the 

Morphology field. 

5. Type adeno in the Morphology field. 

Opens the Select Morphology list, shown in Figure 93. 


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LTGRAD0004A /1.0/18-Aug-2008 

Notes 

Figure 93: Select Morphology List 

Only the morphology codes for adenomas and adenocarcinomas appear, because 

you did not type a full description in the Morphology field. 

You can also type a morphology group number in the Morphology 

field to show the category. As with diagnosis codes, if you do not 

type a description or number in the Morphology field, the Select 

Morphology dialog box shows all morphology codes in the system. 

6. In the Select Morphology list, click adjacent to Group 814 38 Adenomas 

& Adenocarcinoma (419 items). 

Expands the list to show items in that group. 

7. Double-click 8140/3 00 Adenocarcinoma, NOS. 

Records the morphology code for the disease. 

8. Put your insertion point in the Diagnosis Type field. 

The diagnosis type defaults to Primary. 

9. Click adjacent to the Initial Dx Date field, then select a date one month before 

the current date. 

Adds the initial diagnosis date and the consult date in the Consult Date field. When 

adding a new diagnosis, the Consult Date field defaults to the current date. 

Adding Staging Information 

1. Click adjacent to the T field, then select T3. 

Records the T (primary tumor) staging factor. 

If necessary, use the scroll bars in some lists to show the value to 

type in the field. But if you know the value, you can type it.


Notes 2. Click adjacent to the N field, then select N2a. 

Records the N (lymph nodes) staging factor. 

3. Click adjacent to the M field, then select 0. 

Records the M (metastases) staging factor. The Stage field automatically records 

IIIA as the stage. 

4. Click adjacent to the Confirm field, then select Histology - Positive 

histology. 

Records the methodology for disease confirmation. 

5. Click adjacent to the H/P Grade field, then select 2. 

Records the cell similarity to normal tissue rating. The Diagnosis and Staging 

dialog box appears equivalent to what is shown in Figure 94. 

Figure 94: Diagnosis and Staging Dialog Box - completed 

Affirming a Diagnosis 

After typing all of the diagnosis and staging information, you must affirm the 

diagnosis to have it appear in the Diagnoses and Intervention window. The patient 

must have at a minimum one affirmed diagnosis to assign a Care Plan. In this exercise, 

you will affirm a diagnosis. 


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LTGRAD0004A /1.0/18-Aug-2008 

Notes 

IMPAC recommends that the radiation oncologists affirm the 

diagnoses, because this is connected to and can affect your 

department billing. 

1. In the Diagnosis and Staging dialog box, click . 

Changes the state of the diagnosis to Affirmed. The Oncology Diagnosis dialog 

box appears equivalent to the one shown in Figure 95. 

Figure 95: Diagnosis and Staging Dialog Box showing Diagnosis is Affirmed 

is no longer active, and the message adjacent to it says the 

diagnosis has been affirmed. 

Exploring the Diagnosis and Problem List 

The Diagnosis and Problem List dialog box shows all of the patient diagnoses. In this 

exercise, you will explore the Diagnosis and Problem List dialog box. 


Saves the diagnosis and staging information you added and affirmed, closes the 

Diagnosis and Staging dialog box, then shows the Diagnosis and Problem List 

dialog box. The diagnosis you added and affirmed appears in the Diagnosis and 

Problem List dialog box. 

2. Check the Show Code Capture Sequence checkbox. 

Shows the sequence of diagnos(es) for the patient as shown in Figure 96.


Notes 

Figure 96: Diagnoses and Problem List Dialog Box - showing Code Capture 

The code capture sequence of the patient diagnoses appears at the bottom of the 

dialog box. In the Code Capture Sequence, the patient diagnoses are prioritized 

according to the most current diagnosis being treated and billed for procedures 

and supplies. The Code Capture Sequence makes sure that activity codes for 

procedures and supplies are linked to the proper diagnoses. 

Only users with Admin | Code Capture – View and Modify security 

rights can add and change diagnoses from the Code Capture window. 

The Diagnoses and Problem List dialog box contains this information and 

options: 

Show Code 

Capture 

Sequence 

A list of the patient diagnoses at the bottom of the dialog box 

are prioritized by the most current diagnosis being treated and 

billed for procedures and supplies. 

Dx Date The initial date of the diagnosis. 

Dx The diagnosis ICD-9 code or ICD-10 code. 

Description A description of the patient diagnosis. 

Inactive 

Date 

Code Capture Sequence 

The date the diagnosis became inactive. 


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LTGRAD0004A /1.0/18-Aug-2008 

Notes State Shows Imported if the diagnosis was Imported from an HL7 

or ESI interface. 

Shows Entered if the diagnosis was manually added into 

MOSAIQ in one of these windows or dialog boxes: 

Diagnosis and Interventions, Demographics, New Patient 

Registration, Capture and Multi-Code Capture. 

Shows Affirmed if the diagnosis has been affirmed by a 

clinician with Clinical/Diag Staging approval security rights. 

NOTE: A diagnosis recorded from the Code Capture or 

Multi-Code Capture dialog boxes are highlighted in a gray 

background. When a clinician affirms this diagnosis the 

background changes to white. 

Source The source from which the diagnosis is saved. The sources 

are: External Interface, D & I (for Diagnoses and 

Interventions), Code Capture, or Administrative. 

Opens the Oncology Diagnosis dialog box to add a new 

diagnosis. If the Oncology Diagnosis format checkbox is selected 

on the Clinical (General) tab in File | System Utilities | 

Department Setup, the detailed Oncology Diagnosis 

dialog box containing Clinical data appears; otherwise, the 

small dialog box (Diagnosis) with no staging information 

appears. 

NOTE: If you add a non-cancer diagnosis code in the 

Oncology Diagnosis dialog box, the cancer-related fields are 

disabled in the Diagnosis and Interventions window. If you 

add a cancer diagnosis code, all of the cancer-related fields are 

enabled in the Diagnosis and Interventions window. 

Opens the Oncology Diagnosis dialog box associated with the 

diagnosis code of the diagnosis selected in the Diagnoses and 

Problem List dialog box. If the diagnosis code is in the cancer 

range, then the Oncology Diagnosis dialog box opens 

regardless of the global Department settings. 

For a non-cancer diagnosis code the non-cancer related 

Diagnosis dialog box opens. 

Removes the selected diagnosis. You may remove a diagnosis 

only if the diagnosis has no attached care plan(s) or related 

diagnoses.


Notes List Order 

3. Click . 

When more than one record is in the list, you can change the 

sequence order of the diagnosis information. Click the List 

Order up and/or down arrow buttons to increase the 

sequence in descending order by one. 

When the Show Code Capture Sequence check box is 

checked, use the up/down arrow buttons to sequence them in 

the required billing order, as they should appear in the Code 

Capture dialog box. 

Closes the Diagnosis and Problem List dialog box. 

What’s Next 

Congratulations! You have completed the first module of the Radiation Oncology 

Front Office Training Guide. In this lesson, you learned how to add oncology 

diagnosis and staging information, affirm a diagnosis, and explored the Diagnosis and 

Problem List. Review the subsequent Quick Version. In the second module of the 

Radiation Oncology Front Office Training Guide, you will learn financial information 

and authorizations, scheduling, and code capture. 


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LTGRAD0004A /1.0/18-Aug-2008 

Notes 


Adding a Diagnosis 

1. Quick admit a new patient (ask your instructor for assistance if necessary). 


3. Click . 

4. Click . 

Adding the Diagnosis 


2. Click . 

3. Double-click the code. 

4. Click adjacent to the Laterality field, select the laterality, then press TAB. 

5. Type the first few letters or morphology group number in the Morphology field. 

6. In the Select Morphology list, click . 

7. Double-click the morphology code for the disease. 

8. Put your insertion point in the Diagnosis Type field. 

9. Click adjacent to the Initial Dx Date field, then select a date before the current 

date. 

Adding Staging Information 

1. Click adjacent to the T field, then select the T (primary tumor) staging factor. 

2. Click adjacent to the N field, then select the N (lymph nodes) staging factor. 

3. Click adjacent to the M field, then select the M (metastases) staging factor. 

4. Click adjacent to the Confirm field, then select the methodology for disease 

confirmation. 

5. Click adjacent to the H/P Grade field, then select the cell similarity to normal 

tissue rating.


Notes 

Affirming a Diagnosis 


Exploring the Diagnosis and Problem List 


2. In the Diagnosis and Problem List dialog box, check the Show Code 

Capture Sequence checkbox. 

3. Click . 


LTGRAD0004A /1.0/18-Aug-2008

Course Evaluation: Radiation Oncology Front Office Training Guide I 

You have completed the first module of the Radiation Oncology Front Office Training Guide. Put a check mark in 

the applicable box on the left, then your “comfort” level with the task. A lesson number follows each task. If you put 

a check mark in “Cannot do” for a task, you can read to the applicable lesson in the Training Guide again. 

Check tasks 

covered 

Can you do the following tasks? 

Can do 

Can do 

with 

help 

Cannot 

do 

Using the Select Patient Window (Lesson 1) 

Exploring the Home View (Lesson 1) 

Exploring the Chart View (Lesson 1) 

Using eChart Navigator (Lesson 1) 

Using Notes (Lesson 1) 

Using the Patient Facesheet (Lesson 1) 

Using the Mail System (Lesson 1) 

Using the Help Menu (Lesson 2) 

Using the Table of Contents and Index (Lesson 2) 

Using Hypertext Links and Navigation Buttons (Lesson 2) 

Using Context-Sensitive Help (Lesson 2) 

Finding Help Topics (Lesson 2) 

Printing Help Topics (Lesson 2) 

Adding Topics to the Favorites Tab (Lesson 2) 

Quick Register a Patient (Lesson 3) 

Recording Patient Demographic Data (Lesson 3) 

Printing Demographic Information (Lesson 3) 

Adding a Diagnosis (Lesson 4) 

Affirming a Diagnosis (Lesson 4) 

Exploring the Diagnosis and Problem List (Lesson 4) 

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100 Mathilda Place, Fifth Floor, Sunnyvale, CA 94086

Course Evaluation: Radiation Oncology Front Office Training Guide I

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