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Caseworx

Learn about the benefits of IAO Tier Advancement, the process to apply and the features of Caseworx, a platform for submitting and scoring orthodontic cases.

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Caseworx

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  1. IAO Tier Advancement Caseworx Nelson Mark, nel@jklsoftware.com Senior Platform Architect, JKL Software Commercial Photographer, Lightwriters JKL Software

  2. IAO TierAdvancement

  3. Benefits of Tier Advancement • Builds confidence in your cases and treatments • Learn best practices for record keeping • Analyze cases quicker and with more accuracy • Maintain consistent treatment protocols • Better outcomes, less work

  4. Getting Started • Contact the IAO headquarters to apply • Return form to IAO with application fee • Get registration token for Caseworx • Meet and submit documentation for CE credit hours • Prepare, submit, and pass required cases

  5. Four Membership Tiers • Active • 150 hours of ortho or related education • Associate • Diplomate • Board recognized status • 500 hours of ortho or related education • Achieve all prior tiers • Written examination • 10 IBO format case presentations • 5 cases with two year post treatment data • Fellow • 300 hours of ortho or related education • 5 IBO format case presentations

  6. IBO Case Presentation Format • Full narrative output with histories, analysis, treatment plan, progress notes, and outcome • Radiographs • Ceph tracings sets (radiograph, tracing, overlay, superimpositions) • Intraoral / extraoral photographs • Study models (digital or soaped) • IBO Cephalometric Data Summary

  7. Creates IBO formatted case presentations • Work online or offline on cases • Work on multiple cases • Submit from anywhere in the world, at any time • Scored case returns automatically from examiner • Guides user through process • Checks for missing info to help user • Saves time and expense doing tier advancement Caseworx

  8. Candidate Case Process

  9. Caseworx Installation

  10. …Windows Users • Works with Windows 7, 8, and 10 • Use a 64-bit version of Windows (most modern machines already have this unless lightweight tablet) • Be sure you have at least 4GB RAM

  11. …Mac Users • Add Parallels or VMWare Fusion “virtual machine” to your computer – http://parallels.com • Be sure the Windows version is 7, 8, or 10 – 64-bit • Set your virtual machine to have a minimum of 4GB RAM

  12. Getting Caseworx Package • Download from JKLSoftware.com/Caseworx • Free for all IAO members • From IAO website in the Member’s Only area

  13. Starting Caseworx on Your Computer • Must have Internet connection on first start – checks for updates and create user account • Double-click icon on desktop or start from Start Menu (JKL Software -> Caseworx)

  14. Creating User Account / Logging In • Enter e-mail and password to login,if you already have an account • Create account by clicking on “Don’t Have An Account? Click Here To Sign Up” link

  15. Creating User Account • Enter Registration Token from IAO • E-mail address used to identify your account • PIN and hint used to reset password • Passwords are “hashed”, not stored • Cannot be decrypted

  16. Working “Offline” • Allows for cases to be built and worked on without active Internet connection • Once an account created and logged in once (system will remember the last user that logged in) • Doesn’t check submitted cases and score updates

  17. About Screen Calibration / Adjustment • Gets your screen in middle of range to standardize visuals between your computer and examiners • Prevent unnecessaryediting of images • Keeps images from beingtoo dark or light

  18. Caseworx navigation

  19. On-Screen Instructions • Shows quick list of case creation and submission process tasks • Can be hidden and shown via the “Help” -> ”Show Instructions” menu item in main screen

  20. Manuals/guides IBO Candidate’s Handbook installed in PDF format into program, opened from the “Help” menu via “View Guidebook” User manuals installed into Windows Start Menu in PDF format Training file and presentations available from the website at http://jklsoftware.com/caseworx

  21. Main Screen “Home Page” • Everything starts and ends on the Home Page • Shows case status and scoring if online • Auto-updates every 15 minutes if online, manual at any time • Starts “New Case” • Can also start from “Program” menu

  22. Main Screen “Home Page” • Case Type and Anonymous ID • Examiner assignments and final scores • Case Status • Assigned = submitted, in process of scoring • Holding = examiner hold • Completed = scoring completed • Functions and validations

  23. Case Functions • Case and output editor • Data editor • Image editor • Output editor • Delete case file • Cannot delete after submission • Cannot be undone once deleted • Submit/Resubmit case when ready • Shows validation code after submission • Greyed out if no output saved • Output Viewer • Shows exactly what examiner will see • Also shows detailed score returns

  24. New Case Record • Started from Program menu • Also can be started from “New Case” button at lower-left of Home Page

  25. New Case Record • Generation assistant helps create consistent, unique case ID • Fellow or diplomate case choice • Fill out the info and press“Start New Case” • Preloads the case Editorwith information and preparesfile for generation

  26. Case Editor • Organized in logical sections • Each section contains individual boxes to enter data • Item boxes can be expanded to view more data without scrolling • Data changes can be saved (or discarded) at any time

  27. Data Sections • Main section choice • Item instruction and description • Subsection • Helps organize thoughts better • Imaging and data tabs separated • Item data and details

  28. Saving Data • Enables when changes detected in data • Images always saved immediately • Output saved separately from raw data • Can save at any time • “Save often”!

  29. Imaging Sections • Image List and Functions • Name image appropriately • “Edit” to open image editor • Viewport and View Controls • Zoom image to view details • Click on image and drag to move • Image Ordering • Images output in order listed • Use arrows to move up/down

  30. Ways to InsertImaging • Import from File • Reads jpg, png, bmp, tiff • Scan from WIA scanner • Enables if scanner found • Paste from Clipboard • Allows any image that can be copied to the clipboard to be used • Click to Import

  31. Photo Grids • Grid Selection • Empty Cell • Click to get import menu • Cell Description • Describes image that belongs in cell

  32. Photo Grids • Click in cell for menu • Import Menu • From file, scanner, or clipboard • Edit Menu • Click in cell with an image for replace, clear, edit options

  33. Image Editor • Change History • Adjustment Tools • Exposure, contrast, hue, and rotation most commonly used tools • Crop Tool • Can be re-edited or reverted at any time

  34. Generating Output Narrative • Last section tab • Click to generate output • Based on current data • Deletes any manual edits to previous generated output • Output preview • It’s what examiner sees! • Edit final output before submission • Spell check!

  35. Caseworx Case submission

  36. Case Functions • Case and output editor • Data editor • Image editor • Output editor • Delete case file • Cannot delete after submission • Cannot be undone once deleted • Submit/Resubmit case when ready • Shows validation code after submission • Greyed out if no output saved • Output Viewer • Shows exactly what examiner will see • Also shows detailed score returns

  37. Case Submission • Available when output has been saved and logged in online • No output, cannot submit • Already submitted, has validation code from server • Has output, not submitted yet • Previously submitted, ready to re-submit case (if necessary)

  38. Case Submission • Enter account password and check verification box • Be sure Internet connection is reliable and consistent • Not officially accepted unless server responds with verification code (email sent!)

  39. Caseworx Checking Your Case

  40. Case Functions • Case and output editor • Data editor • Image editor • Output editor • Delete case file • Cannot delete after submission • Cannot be undone once deleted • Submit/Resubmit case when ready • Shows validation code after submission • Greyed out if no output saved • Output Viewer • Shows exactly what examiner will see • Also shows detailed score returns

  41. Output Viewer • Exactly as examiners see your case! • Five sections to choose • Case details • Case Presentation Output • IBO Ceph value viewer • All imaging viewer • Images labeled by section/description • Scoring results • Shown only to candidates

  42. Caseworx Scoring

  43. Examiner Case Process

  44. Auto-Case Assignment Score Basis • Fellow • Single examiner, pass/fail • Helpful feedback to build best diplomate cases • Diplomate • Two passing = Passed • Two failing = Failed • 1 pass, 1 fail = third assignment

  45. Score Sheet • Viewable in “Chk Output” • Same as submitted to IAO headquarters • Comments from examiners • Scoring detailed in IBO Candidate Handbook

  46. Let’s See ItIn Real Life!

  47. ClinicalPhotography

  48. The Importance of Good Photographs! • Communications & Marketing • Documentation & Records • Case presentation • Quality • Content • Consistency

  49. “A picture is worth a thousand words”

  50. Good, Quality PhotographyIs All About…? Hint: The picture is a result…but not what it’s about!

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