axiUm

1. axiUm “Generic” Add/Approve/Grade Treatment Instructions

2. axiUm: Undergrad Generic Add/Approve/Grade Treatment Scenario Step 1: Add a Planned Treatment 1. Select a patient 2. Click to open Chart Rolodex Dental Chart 3. Click to open History 4. Click to add Treatment History modified 5/21/03

3. 2 1. Click to select from Codes List Add Treatment 2. Click to open Category List 3. Select a Category Codes List

4. 3 4. Click to expand “tree” 5. Select procedure Codes List 6. Click to Accept Selected code appears here Status defaults to ‘Tx Plan’ Add Treatment

5. 4 ‘ZSELECTONE’indicates that this procedure can be used by multiple disciplines (in this example, the procedure could apply to either Pedo or Restorative) IMPORTANT: If the discipline field is blank, then the selected code is not valid for use in the Undergraduate clinic! 7. Select the appropriate discipline from the drop down list Add Treatment 8. Enter Site (in this case, tooth number) 9. Enter Surfaces Add Treatment 10. Enter Phase and Sequence number 11. Click to Add Planned Treatment

6. 5 Status = ‘P’lanned D2150 added as a Planned Treatment; displayed in blue text to indicate procedure has not yet been approved History Step 2: Approve the Planned Treatment 1. Close History, then close Chart to return to Rolodex 2. Double-click checkbox to open Checkout screen Rolodex

7. 6 $UG = Undergraduate Fee Schedule 3. Verify Status & Discipline Check-out Patient 4. Select (highlight) Planned Treatment code to be Approved 5. Faculty: Swipe card to Approve Planned Treatment Step 3: Complete Planned Treatment Open Chart… …then open History Dental Chart Rolodex

8. 7 D2150 displayed in black text to indicate procedure has been Approved as a Planned Treatment 1. Double-click on treatment History 2. Change status to Completed * * Or if procedure is still in progress, change status to In Process 3. Click to Accept

9. 8 Status = ‘C’ompleted D2150 displayed in blue text to indicate change in status from ‘P’ to ‘C’ has not yet been approved History Step 4: Approve the Completed Treatment 1. Close History, then close Chart to return to Rolodex 2. Double-click checkbox to open Checkout screen Rolodex

10. 9 1. Verify Status & Discipline Check-out Patient 2. Select (highlight) Completed D2150 code to be Approved & Graded 3. Faculty (in this example, Restorative Faculty): Swipe card to Approve Completed D2150 step and pop up default grade card Step 5: Grade the Completed Treatment Default Grade Card 1. Enter Professionalism grade for the session Grade Card 2. Enter Grade for D2150 3. Faculty (in this example, Restorative Faculty): Swipe card to submit grades for Completed D2150

11. 10 If procedure is to be graded as a Competency: Select Competency Grade Card 1. Enter Professionalism grade for the session 2. Enter Competency Year (3 or 4) 3. Enter Competency Grade (0-100) 4. Faculty (in this example, Restorative Faculty): Swipe card to submit grades for Completed D2150