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OASiS
Correspondence |
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Contents
Patient Correspondence (Overview)
MSWORD
ODA (Oasis Document Assistant)
Images / Charts etc
Diagnostic Worksheets
OASIS WORD
Create New Document Template
Patient Correspondence (from the "My Money" Manual)
Document Template Selection
Incoming Document Selection
Pending Document Selection
Document Scanning
Additional Notes:
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Patient Correspondence (Overview)
Oasis has two primary methods of creating documents for attachment to patient records. It has its own document editor and it integrates with Microsoft's Word for Windows – most versions up to Office 2019 (Note: It may work with local versions of Office 365 but this is not supported by SOE).
To identify which method Oasis uses, select Preferences, My Money, Document Workstation and check the Word Processing Program Code. If it is MSWORD, then the practice is using Word for Windows. If it is OASIS then it is using Oasis Word.
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MSWORD
MS Word integration works with Oasis by creating a text file (merge.txt) each time the Correspondence screen opens. The "merge.txt" file has the currently selected patient's details. These details are set out in "fields" within the text file that can be embedded into a Word document. We achieve this using Microsoft Word's Mail Merge facility.
There are other text files created by different processes. "Recall.txt" when merging recalls to Letters. "Apps.txt" when merging the appointment book records to letters. "Output.txt" (or merge.txt) when merging from the Patient Master List program and "merge2.txt" when using Diagnostic Worksheets.
We embed fields from these files into a template document so whenever a template is loaded, it reads the text file and updates the patient details accordingly.
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ODA (Oasis Document Assistant)
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In addition to creating merge files for use with documents, you can also request Oasis to output graphic files and listing files that create image files in the c:\oasis\wp folder. For example, if you create a template and define it (using the Define WP Output option) to output the Patient Photo or Restorative Chart, Oasis will create a "photo.jpg' and "gchart001.bmp" file in the same directory. If there are multiple charts for the patient, there will be multiple "gchartxxx.bmp" files in the folder.
These files can be added to a document using the corresponding ODA menu items when the template has been loaded. However, if you want them to load automatically when the template is loaded, you will need to add them using the Insert option in Word. Select Insert, Picture and then navigate to the c:\oasis\wp folder and select the picture file you want (e.g. "photo.jpg") and then click the "Link to File" option. This creates a link between the document and the image file in the c:\oasis\wp folder. The image file will be updated each time you select a new patient and then select the appropriate template. The linked file will be automatically loaded when the template opens.
Diagnostic Worksheets
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The Patient Correspondence window enables both incoming and outgoing documents and files to be stored against the current patient's record. Some of the more popular file formats that can be linked in OASiS are (but not limited to) MS Word, MS Excel, HTML, JPG or BMP images, Adobe PDF, PIT Pathology Results, RPT Crystal Reports and VPD Presentation Manager files.
Click on 
from the Menu Panel or 
from the Favourites Bar.
Patient Document Library
The patient document library maintains a record of all documents generated by templates, as well as all incoming documents. Optionally you can add outgoing documents to a "pending" location. Once a pending document or file has been "Add to Patient Library", a record is stored in the "Family Communication History" panel.
All records stored within the "Patient Document Library" can be;
Review/Edit Document – Opens the document or file in the respective third-party program
Change Document Date – Allows you to change the date
Change Document Description – Allows you to change the description
Lock Document – You can lock the document from any future editing/deletion
Mark Document On/Off – Determines whether the entry will be printed as part of the document list
Email to Patient – Allows you to email the document to the patient
Email to Referring Doctor(s) – Allows you to email the document to a Referring Doctor
Export Document – Allows you to export and save the document to the local computer
Delete Document – Allows you to delete the document
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- The respective third-party scanner program will then load, follow the prompts to scan. Once you have scanned the document in the third-party program, a copy of the scan will appear in the OASiS Scan Window
- Click on
to save - Select a description and edit if required.
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