OfficeMate ExamWriter 7.3 User manual

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 1
ExamWRITER7.0/7.1/7.2/7.3
Enhancements
In this document:
•User Security, 3
•Patient Information Center, 5
•Vision/Rx, 10
•ExamWRITER Editor, 18
•Patient Quick List, 19
•Diagnosis/Procedure Coding, 22
•Quick Code, 24
•Patient History, 24
•Reason for Visit, 27
•Plan - Management, 28
•Examination, 29
•Products, 30
•Product Setup, 31
•Preferences, 32
•Medication Maintenance, 35
•Template Maintenance, 35
•ExamWRITER Control Center, 36
•Business Names, 37
•Auto Letters, 37
•Code Maintenance, 38
•Addendum, 38
•Equipment Interfaces, 38
•Eyemaginations, 38
•Other, 39

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 2
OfficeMate Software Solutions announces the newest version of ExamWRITER! In
addition to resolving several known issues in previous versions of ExamWRITER,
this updated version improves upon ExamWRITER’s current robust attributes and
offers useful new features and expanded functionality. For additional information on
ExamWRITER features, training, and integration with OfficeMate, contact
OfficeMate Software Solutions at www.officemate.net or 800.942.5353.
Notes •ExamWRITER 7.x requires the following system specifications:
−Windows®XP Professional or Windows®2000 Professional
for workstations
−1024 x 768 monitor and video adapter screen resolution
For a complete list of system specifications, go to
http://www.officemate.net/PDFs/System Specifications.pdf.
•If you are upgrading from ExamWRITER 5.x to 7.x, ensure that you
have read the ExamWRITER 5.1 and 6.4 Enhancement documents
located at www.officemate.net/support_ex_resources.aspx. In order
for you to understand and use all of the new features that were
implemented in each ExamWRITER version, you must read each
version’s enhancement list.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements User Security
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 3
User Security
The redesigned User Security window contains the following new features:
•Ability to assign access privileges for the following tasks:
−Editing exam text and auto letter sequences
−Coding exams
−Closing and finalizing exams
−Printing and viewing exams
−Printing auto letters
−Maintaining eDocuments
−Viewing correspondence history

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements User Security
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•Ability to assign full, read only, and no access privileges to specific exam
categories.
•Ability to assign full, read only, and no access privileges to patient demographic
maintenance in the standalone version of ExamWRITER.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Patient Information Center
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 5
Patient
Information
Center
The improved Patient Information Center contains the following new features:
•Ability to view the date the patient was last dilated.
•Ability to record historical blood pressure, pulse, pachymetry, CD ratio, and IOP
values under the Glaucoma Elements tab.
To record historical Glaucoma elements, click the Enter Hx buttons.
•Ability to delete blood pressure, pulse, pachymetry, CD ratio, and IOP values
under the Glaucoma Elements tab.
To delete Glaucoma elements, right-click on an element and click Yes.
•Ability to copy the Glaucoma element graph displayed to the clipboard and
paste it into another document, preview the printed version of the graph, and
print the graph using the three icons above the graph.
•Ability to right-click on a Current Therapeutic Rx and refill it under the
Med/Surgical Hx tab.
•Ability to modify the Sig and Quantity of a prescription when you refill it
through the Med/Surgical Hx tab.
Note You cannot record observations for blood pressure, pulse,
pachymetry, CD ratio, and IOP after clicking the Enter Hx
buttons on the Glaucoma Elements tab. To record observations
for these elements, you must be in the patient’s exam record.
Note If you delete historical Glaucoma elements from the Patient
Information Center, they will also be deleted in finalized exams.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Patient Information Center
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 6
•Ability to quickly distinguish discontinued medications and medications to
which the patient is allergic under the Med/Surgical Hx tab.
•Ability to mark or unmark medications as being discontinued under the
Med/Surgical Hx tab.
To mark or unmark a medication as being discontinued, right-click on the
medication in the Medication History, Medical Hx, Surgical Hx, Ocular Hx, or
Ocular Surgical Hx table and select Discontinue or Remove Discontinue.
You can also mark medications as being discontinued from the Patient Systemic
Medications and Patient Ocular Medications windows. For more information on
marking medications as being discontinued from these windows, go to Patient
History on page 24.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Patient Information Center
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 7
•Ability to view spectacle lab order numbers and create lab orders for final and
alternate prescriptions under the Spectacle Rx tab. You can only create lab orders
under this tab for finalized exams (if one has not already been created).
To create a lab order for a finalized exam, find a patient with a finalized exam,
click the Patient Hx icon on the ExamWRITER Control Center, (do not click
the Patient Hx icon from within an exam), right-click on a finalized exam final
or alternate Rx, and select Create Lab Order. An addendum is created in the
finalized exam noting that you have created a lab order.

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ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 8
•Ability to view contact lens lab order numbers and create lab orders for final and
trial prescriptions under the Contact Lens Rx tab. You can only create lab orders
under this tab for finalized exams (if one has not already been created).
To create a lab order for a finalized exam, find a patient with a finalized exam,
click the Patient Hx icon on the ExamWRITER Control Center, (do not click
the Patient Hx icon from within an exam), right-click on a finalized exam final
or trial Rx and select Create Lab Order. An addendum is created in the
finalized exam noting that you have created a lab order.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Patient Information Center
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 9
•Ability to attach electronic documents to specific exam records.
To attach an electronic document to a specific exam record, click the
eDocuments tab in the Patient Information Center and click Add or click the
Images, Drawing and Graphic category bar on the ExamWRITER chart
window and click New. Select a document type and exam, select the Attach
Document to Exam check box (if desired), type notes in the Notes text box
(if desired), click Browse to select a document, and click OK.
•Ability to open and edit electronic documents attached to exams from the
Patient Information Center and the ExamWRITER chart window.
To open and edit electronic documents that are attached to exams, click the
eDocuments tab in the Patient Information Center and double-click on a
document in the Patient Electronic Documents table or click the Images,
Drawing and Graphic category bar on the ExamWRITER chart window and
double-click on a document.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Vision/Rx
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 10
Vision/Rx
The improved Vision/Rx tab contains the following new features:
•Ability to post charges for final soft and rigid contact lenses and final and
alternate spectacles to a fee slip in OfficeMate without creating a lab order.
To post charges without creating a lab order, record an Rx and click Post
Charges ONLY. The Rx charges are transferred to an OfficeMate fee slip
where they are automatically priced. This feature is good to use for
non-inventory items.
•Ability to view previous contact lens orders in the Contact Lens History window.
Note In order to view the Post Charges ONLY button and post charges
without creating a lab order, you must have selected the Yes radio
buttons for the OfficeMate Interface options preferences. For
more information on these preferences, go to Preferences on page
32.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Vision/Rx
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 11
•Ability to automatically apply vertex corrections to trial contact lens
prescriptions.
To automatically apply a vertex correction to a trial contact lens prescription,
record and save a final spectacle Rx and then copy it to the trial contact lens Rx.
Click the Vertex Correction button and the sphere and cylinder fields will
automatically be corrected if they are at or above +/- 4 diopters.
Notes •Before you apply a vertex correction to a trial contact lens Rx,
record the vertex distance.
•Vertex corrected measurements are not rounded; therefore, you
must manually round the corrected measurements in the
Contact Lens Rx - Trial window.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Vision/Rx
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 12
•Completely redesigned and improved Contact Lens Rx window that includes
locations for recording the following information:
−Tints
−DOT (rigid lenses only)
−Blends (rigid lenses only)
−Seg Ht
−Multiple base curves
−Trial and final contact lens wear schedules
−Trial and final contact lens replenishment schedules
−Trial and final contact lens quantities
−Bitoric, bifocal, and sphere rigid lenses
Notes •If you select a rigid, single vision contact lens from the Select
Contact Lens window, you will be able to view and record rigid
sphere information. If you select a rigid, multi-focal lens from
the Select Contact Lens window, you will be able to view and
record rigid bifocal information. Appropriate Rx fields are
displayed for each lens category that you select.
•You must assign contact lenses to a lens category in order for
them to appear in the Select Contact Lens window and be
selected for an Rx.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Vision/Rx
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 13
•Ability to view the following information in the redesigned Contact Lens Rx
window:
−Final spectacle Rx
−K Readings
−Vertex distance
−Working distance
−Tints
•Ability to automatically transfer BC, Dia, Sph, Cyl, and Axis measurements from
the Contact Lens Rx window to the Select Contact Lens window to more quickly
find appropriate contact lenses for patient prescriptions.
To more quickly find and select contact lenses, record BC, Dia, Sph, Cyl, or Axis
measurements in the Contact Lens Rx window, click the ellipse (...) next to the
OD or OS Product Name box, highlight a product name in the top part of the
window, click Search to search for a specific product with the measurements

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Vision/Rx
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 14
you recorded, and double-click on the appropriate product details line in the
bottom part of the window to select the contact lens.
•Completely redesigned and improved Spectacle Rx window that includes
locations for recording the following information:
−PDs
−Final and alternate Rx lens product information
−Final and alternate Rx lab order options, including add-ons and special lab
instructions
Lab order options selected in the Spectacle Rx window are transferred to
OfficeMate to enhance communication between the doctor and technical
staff.
Notes •If the contact lens product does not have any item details
recorded, clicking the Search button will yield no results in the
bottom part of the window.
•Click Clear Rx to delete the measurements from the Select
Contact Lens window and record new measurements or leave
the boxes empty.

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ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 15
−Final and alternate Rx notes
Rx notes recorded in the Spectacle Rx window will print on the
ExamWRITER Rx.
−Binocular information
−Subjective manifest Rx binocular information
−Subjective cycloplegic Rx binocular information

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Vision/Rx
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 16
•Ability to copy subjective spectacle cycloplegic prescriptions to final
prescriptions.
•Ability to copy subjective spectacle manifest prescriptions to subjective
spectacle cycloplegic prescriptions.

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ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 17
•Expanded pupillary distance measurement grid (0.5 increments).
•Ability to quickly notice if there are contact lens trial and final Rx notes and
spectacle final and alternate Rx notes from the ExamWRITER chart window.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements ExamWRITER Editor
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 18
ExamWRITER
Editor
The improved ExamWRITER Editor windows contain the following new feature:
Ability to customize descriptive exam text.
To customize exam text, click Tools on the ExamWRITER main window and
select Menu Editor. Click on a category and then click Text Editor in the
Exam, Report and Auto Letter Sequence Editor window. Double-click on a
sub-category to customize the exam text within the category.
Note To view your changes in the ExamWRITER chart window, you
must close and reopen ExamWRITER after you modify text in the
ExamWRITER Editor.
Notes •Modifying text within sub-categories does not alter check box
prompts in ExamWRITER windows; instead, it populates the
Expanded Description text box in ExamWRITER windows
with your modified sub-category text.
•Editing text within sub-categories only modifies text in current
and new exams; text modifications will not be visible in previous
exams.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Patient Quick List
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 19
Double-click on a string of User’s Text, modify the text, and click Save.
Patient Quick
List
The new Patient Quick List contains the following new feature:
Ability to quickly view and access patient demographic and exam information
for patients who have open exams, appointments on the current day, or whose
information has been modified in the Patient Information Center or Patient
Demographics window on the current day.
To open the Patient Quick List, click the QuickList icon on the
ExamWRITER chart window anytime during an exam or click Tools and select
Show Patient Quick List on the ExamWRITER main window.
To use the Patient Quick List in the ExamWRITER main window, click on a
patient’s name and drag and drop the patient on the F2 - Find button, Last Name
text box, or First text box on the ExamWRITER Control Center to populate the
ExamWRITER Control Center with the patient’s information; or, drag and drop
Notes •Right-click on a string of Default Text and select Copy
Default Text to copy the default text to the User’s Text.
•Click Reset CURRENT Changes to Default Text to reset
the sequences to the default settings prior to clicking Save or
Save/Exit. After you save the text, you cannot reset the
modified text back to your default text.
•Click Return to Sequence Editor to return to the Exam,
Report and Auto Letter Sequence Editor window.

ExamWRITER 7.0/7.1/7.2/7.3 Enhancements Patient Quick List
ExamWRITER 7.0/7.1/7.2/7.3 Enhancements 20
the patient on the Patient Hx icon to open the Patient Information Center. You
can also right-click on a patient’s name and select Patient History to modify
patient’s information, New Exam to begin creating a new exam record for the
patient, or Update Patient Room to open the Patient Room window and
select the room in the office where the patient is currently located. If the patient
in the Patient Quick List window is new, right-click on the patient’s name and
select Add Patient to add the patient to your ExamWRITER database.
Notes •The Patient Quick List that is visible on the ExamWRITER
chart window is for viewing purposes only; you cannot modify
patient demographic information or create new exams from the
Patient Quick List in the ExamWRITER chart window.
•The HIPAA column is color coded to quickly notify you of the
status of the patient’s HIPAA documents. If the column is red,
the patient did not sign the HIPAA documents; if the column is
green, the patient read and understood the HIPAA documents;
and if the column is yellow, the patient read and modified the
HIPAA documents.
•If you want the Patient Quick List to display automatically when
you open ExamWRITER, select the Yes radio button next to
the Show Patient Quick List default system preference. For
more information on the new default ExamWRITER
preferences, go to Preferences on page 32.
•To sort the list by patient, phone number, or appointment, click
on the column headings.
•Click New to open the Patient Demographics window and add
a patient to your ExamWRITER database.
•Click Refresh to manually refresh the Quick List.
•To display patients with appointments only, select the
Appointment Only check box and click Refresh.
•Click on a patient and then click Remove to remove the patient
from the Quick List.
•To maintain a list of office room locations in the Patient Room
window, open the Customization window in OfficeMate (or
ExamWRITER, if you are a standalone user), click the List
Box Selections tab, and modify the Office Locations Entry
Field Name.