Ipsoft Full Version 0 User Manual November 26, 2004 Software Version 0 Table of Contents



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Patient Reports

View or Print a Patient Report


To run the patient report, you must have Microsoft Word installed on your IPSoft computer. To view or print a contract for a patient, including diagnosis and treatment plan, do this:

  1. Make sure the patient is selected (you can tell when their name is on the screen)

  2. Click Patient | Report. This will open a MS Word window similar to the following:
    etc..

  3. This report can be edited; make any changes you see fit.

  4. To save it for future reference under a specific name, click File | Save As; then enter a filename after “File name”; then click the Save Button:

  5. Of course you may also print it as you would any report in MS Word.

  6. Click the X in the upper right window to close it.



To Reopen a Previously Saved Patient Report:


  1. If the patient report window is NOT open, click Patient | Report

  2. In the MS Word window, click File | Open. You will see a window similar to the following:


  3. Navigate through that window until you see the report you are looking for.

  4. Highlight the filename and click the Open button.

Export / Import / Case Diagnosis

These functions may be used to exchange patient data with another user. For example, you want Progressive or another doctor to see one of your current patient’s data and get their advice on treatment or diagnosis.


Export:


  1. Select the patient’s record.




  1. Click File | Export. The Export window will appear. Select or unselect any options you wish to include or exclude. Remember that your export file size will increase the more options you select.



3. Click “Export Patient”. Then you will see a browse window, where you may select the location, and you can also make a new folder if you wish:

4. Click OK. There will be a delay of a few seconds up to a minute or so.

5. If the export was successful, you will see:



where the filename starts with a 4-digit number and ends in “.pos”, such as 2329.pos in the above example.


Import


  1. Click File | Import.



  2. Navigate through the list of folders until you see the exported file, then highlight it by clicking it, and then click Open:



  3. If you already have a patient with the same name, you will see this warning:

    Click Yes if it’s OK to overwrite that patient’s data with the imported data. Click No if you don’t want to overwrite it.



  4. If you clicked Yes, you will see after a short delay:

    If you clicked No, there will be no message.


    In either case, you will be returned to the previous IPSoft screen.



  5. If you chose Yes, you will then be able to view this patient’s data and make changes on your computer. Of course, any changes you make will NOT be reflected in the originator’s patient record. If you wish to send the changed data back to the originator, you need to export it and have the originator import it.


Case Diagnoses


To perform case diagnoses, please follow these steps:



  1. Make sure you have entered your current reply email address in the Preferences screen. Your reply email address is the email address that you normally use to send and receive emails. If you are not sure what that is, contact your internet service provider. In POSoft, verify it like so:

    1. Click Program, Préférences, General.

    2. If it is not already filled in, type it in the Recipient Email Address box – myname@myemail.com in the example shown below. Make sure it is a valid email address.


    3. Click OK.



  2. Make sure you are connected to the internet.



  3. Open the record of the patient you wish to have diagnosed.



  4. Click Patient, Case Diagnosis:




  5. The Export window will appear. Select or unselect any options you wish to include or exclude. Remember that your email’s size will increase the more options you select.



  6. Click “Export Patient”.



  7. After a short delay, the Case Diagnosis Message Options window will appear. Make sure the patient’s name appears in the Subject box. In the “Body” area, type any questions you have, how soon you need a reply, and your name and phone number:




  8. Click the Send button. Then you will see a progress bar as your email is being sent:




  9. When it is done, it will give you a message similar to the following:







Troubleshooting and Technical Support Information


A good selection of IPSoft troubleshooting tips can be found at: http://www.posortho.com/posoft/faqs.aspx

The information at that site is updated on an ongoing basis.


Troubleshooting Installation of IPSoft 3.0:


Below you will find info on how to troubleshoot some of the more common problems that you might encounter during installation. There will also be more detailed information in the installation manual.

During Installation:


If you see one of these error messages while you are installing or updating IPSoft 3.0, perform the steps described after the message to correct the problem:

If you see “Unable to load ODBC driver resource.dll” – then install MDAC as follows:



  • Cancel installation.

  • Find the MDAC executable file as follows:

  • On your IPSoft 3.0 CD, find the folder Troubleshooting | MDAC.

  • Or if you can’t find it on your CD, go to this web site:
    http://www.posortho.com/posoft/
    and underneath the headline “MDAC 2.7,” click the Download MDAC 2.7 link. Download and save the file.

  • Double click MDAC_TYP.exe and follow the instructions until installation of MDAC is complete.

  • Restart installation.

If you see a message similar to this one: “Another process has exclusive access to…” – then stop the SQL Server as follows:

  • On your keyboard, press the keys Ctrl, Alt, Delete at the same time.

  • In the Windows Task Manager, find a task or process called sqlservr.exe and click on it.

  • Click the End Process or End Task button:


  • Close the task manager.

  • On the installation window, click the “Retry” button.

If you see: “Unable to connect to Database” or this:



, then run the SQL Server Service Manager as follows:

  • Stop installation.

  • Find your “Computer Name” as follows:

  • On Windows XP, click Start. Right click “My Computer”. Left click Properties. Left click the “Computer Name” tab. Write down the term to the right of “Computer description”:


  • On other versions of Windows: click Start. Right click “Network Neighborhood” or “My Network Places”. Left click Properties. Left click the Identification tab. Write down the term after “Computer Name.”

  • Click Start | Run, then type the command “sqlmangr” (without the quotes) inside the “open” box and click OK.

  • Make sure that your Computer Name is shown in the Server box.

  • Make sure “SQL Server” is shown in the Services box.

  • Make sure the “Auto start” option at the bottom is selected:

  • Click the “Refresh Services” button, then the “Start/Continue” button.

  • Wait about 10-20 seconds. After a green triangle in a white circle has appeared on the left in front of the computer symbol: , click the X in the upper right to close the SQL server manager window.

  • Restart installation. If you still get the same error message, restart your computer and then restart installation.

After Installation:


If right after installing or updating IPSoft, you see this message: “Unable to find IPSoft database”, click OK, then simply start IPSoft again.
If you see the same message also the second time after you restart IPSoft, then run the IPSoft executables as follows:

  • Double click successively: My Computer | C: drive | Program Files | Progressive | IPSoft.

  • Find and double click the files POSData_DentalCad.exe, and POSData_POSoftMain.exe:


  • Wait about 20 seconds, then restart IPSoft.

Contacting the Progressive Technical Support Team



If you encounter a software problem or you just need help operating the software, use one of the following methods:

  • In the USA, call 888-876-0522 or 714-973-2260; or send an email to: support@posortho.com. We have support available in English, German, Spanish and French.

  • In European countries, call Diana Fernandez at +(34)(0)94-443-4441, or send an email to diana@posortho.com. Diana is located in Spain, and speaks Spanish and English.

  • In any other country, dial the country code for USA and 714-973-2260. Progressive’s technical support is located in the Pacific Standard Time Zone, or PST (=GMT minus 8 hours). Technical support personnel here answer the phone Monday through Friday 8:00am-5:00pm PST.



If you email or leave a message, please include the following:

  1. Your name

  2. Your telephone number or email address

  3. The version of POSoft. If the error occurs while you are running POSoft, click on Help | About POSoft and tell us the long version number that appears on a small grey blue window.

  4. In as much detail as possible, describe the problem, and when or where in the program you encountered it.

Windows System Maintenance


Just like bringing your car in for regular maintenance, it is a good idea to “tune up” your PC to keep it running at optimal speed. In addition to backing up your patient data, the Progressive team suggests that you follow these steps, preferably during a time when you do not need to use your system:

  1. First close all programs, and all internet connections.

  2. Then run ScanDisk. This program corrects errors that may occur in MS Windows: Click Start | Programs | Accessories | System Tools | ScanDisk (Note: In Windows XP, ScanDisk can not be run by the user; instead it runs automatically when needed).

  3. Then run Defrag (Start | Programs | Accessories | System Tools | Defrag, or Disk Defragmenter). It makes scattered files contiguous, and causes your system to run faster.

If you notice that your system gets slower and slower, or it seems to take forever to open a file or a program, you should run first ScanDisk and then Defrag, preferably during a break or overnight. Either program may take several hours to complete.


Another useful tune-up procedure is to download the latest Microsoft Windows, Internet Explorer, and Outlook updates about once every month. You can find them at: http://v4.windowsupdate.microsoft.com/en/default.asp

Things to change in this manual

  1. Version number

  2. All screen shots

  3. Classification tab 1

  4. Installing ipsoft
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