New User Orientation 7 - Small Sidebar Controls and Drawer


In addition to the toolbar, sidebar and detail areas of the MacPractice window, you may sometimes see an additional small pane in the bottom left corner, that may open on its own in some abilities. These small panes can be manually opened from any ability by clicking the buttons at the bottom left of the MacPractice window. You can hover your mouse over these buttons to see a tooltip that explains what they do. The second icon, the one that looks like a webcam, will activate any camera you might have set up for this computer. Click the button again to take a photo using this camera and automatically associate it to this patient. Before you can use this feature, you will need to set up the video source in MacPractice Preferences.

The third button will hide and display any patient photos you may have attached to this patient. These can be photos taken using the camera here, or imported from an external source. If you have any photos accessible from your workstation or stored on an external media, you can import photos into this area by simply dragging them. The next button displays and hides the small calendar, which is useful for navigating the Schedule ability. The icon next to the small calendar opens and closes the merge fields palette. This pane offers several data pull fields that can be used with the Notes and EMR abilities. In addition to opening and closing the panes using these buttons, you can also resize the pane by hovering your mouse near the top dividing bar and dragging up and down.

The rest of the buttons in this corner do not open any panes. This button with an H is referred to as the HIPAA button. When you press this button, MacPractice will lock your screen, preventing unwanted access to your computer. You can then use your MacPractice username and password to unlock your screen. The HIPAA button can be useful if you do not have any other sort of locking mechanism for your computer, such as a locking screensaver. If you are in the Schedule ability, however, the HIPAA button performs a different function. Instead of locking the screen, it hides all sidebar nodes and patient names and only displays patient initials. This can be an easy quick way to hide patient information if, for example, someone walks behind your desk. Simply click the HIPAA button again to return the appointment calendar to its previous display.

Next to the HIPAA button, the button that looks like a folder displays any pending imported items. If you receive HL7 messages from another practice management application, a Laboratory, or a web based application like the iPhone interface, or if you send care slip information from an EMR form, your transactions will be held in the Orders ability as pending imports for a staff member to review them before saving them to the database. The number of pending transactions will be displayed within the folder icon in red. Clicking the icon will load all pending imports in the Orders ability.

The last button on the far left opens and closes the Drawer. The Drawer provides additional information about the selected record under the Reports tab and a workable to-do list from the Lists tab. The Report tab gives reports on the selected record. The type of reports available depends on what type of record is selected. Since I have a patient selected, I have the option to see other patients in this account or a history of this patient’s record. This history will show me every time a user has made a change to this account within a selectable date range. A Print icon appears at the bottom of the Drawer as well, allowing you to print this report. Other records will give you different information. For example, if I go to the References ability and select an Insurance Company, the Report options allow me to see guarantors and patients with this carrier, a history of insurance payments or write offs made under this carrier by date and amount within a date range, a history of user-made changes, and a list of outstanding claims. In many cases, you can also double click on items in this Drawer Report to be taken directly to that record. For example, if I want to go straight to this patient I can just double click on their name, and MacPractice will take me directly to their patient record.

You may have also noticed that an additional tab appears in the drawer when I have a patient selected. This is the Appointment tab and it will only be available in the Patients and Scheduling abilities when you have a patient selected. It displays all of this patient’s follow ups or recalls and appointment information.

The Lists tab allows you to create workable to-do lists, however, you can also use it to perform other actions. For example, you can use it as a holding area for lists of information that you want to use with other abilities or you can use it to export information. You can add most sidebar items to a list by simply dragging them there. Additionally, you can also drag entire nodes to a list. The node will be expandable so you can see the contents just like you can in the sidebar. You can also create folders in which to drop sidebar items by clicking the plus button in the drawer. To add items to this folder, simply drop them on top of the folder name. You can also rename the folder by simply clicking once on the folder name. To remove items, select them and click the minus button. The Drawer List has a wide variety of uses.

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