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This Quick Start Guide shows you how to access Oasis, add a patient, invoice a patient, recall a patient, take a payment from a patient and then make an appointment for the patient. This is a very brief guide to finding or creating a patient record, then invoicing the patient and taking a payment from them and then making them an appointment. |
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provide information on some of the more complex things you can do, but should serve as a quick guide to doing some of the most essential things with OASiS. |
Opening OASiS
When OASiS is installed on a computer, you should have see a desktop icon which you can use double click to start open Oasis. 
The shield on the icon indicates that Oasis that OASiS will be running with Administrative rights . This which is important.
If the shield icon is missing, right click the icon and select the "Run as Administrator" option to start OasisOASiS.
If the Oasis the OASiS icon is missing, click the Windows symbol at the bottom left of your screen . From then type oasis - Daily Work should appear
left click the Run as administrator option:
Or, click Start, then from the Programs list , scroll down to Oasis System 12 (or 11) and select the Daily Work icon (again right clicking it and selecting More, Run as Administrator). If Oasis
Right click it & select More> Run as Administrator.
If OASiS is not in the Program list, you could open the Windows File Explorer and & navigate to the c:\oasis folder and then locate oasis.exe.
Right click it and select the Run as Administrator option.
Oasis will display OASiS Login window
After opening OASiS a login window .
may be displayed:
(Depending on your configuration, Oasis may skip this screen and take you you may be taken directly to the Oasis the OASiS main screen.Assuming your Oasis installer will have configured your computer to log you on correctly, simply click OK to log on. , without seeing the login window)
If you have been supplied with a password, enter that and then click OK.
This will open Oasis should open OASiS to its main screen.Selecting existing or Adding New Patient to Oasis
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The main screen of |
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OASiS forms a "Patient card" where patient demographic data can be viewed. |
Select existing patients or Add New Patients to OASiS
If a patient already exists in the system you can click the "Find" option from the menu on the left, and enter a surname, then comma, then initial.
Click the OK button to list all patients with that surname/name and initial combination. Then just /combination:
Simply click the listed patient to select them.
Their details will then appear on the Patient Card.
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| There are three tabs on the patient card. The Patient Record Card You don't necessarily have to enter data on all three, unless your patient is a health fund member and is likely to want to claim rebates from their fund. |
If you need to add a new patient, click the "New Head" from the yellow button options at the top of the card.
Enter Patient details as appropriate into the empty record:
When you click "New Head" all the details of the patient previously displayed will disappear and the field entry areas will turn pink.
At this point, you are in Edit mode and you can start entering the new patient's details.
Generally, the name and address of the patient on the first tab will be sufficient – as shown below.
Start by pressing the <Enter> key to move to the Surname field. Type in the new patient's surname and then <Enter> to move to the Title field.
Enter an appropriate title and press <Enter> to move to the First Name field.
Enter a given name for the patient and press <Enter> to continue.
As you press <Enter> to move to each field, Oasis OASiS will pre-fill some fields, but you can type over those if you want something different.
Continue entering data into the various fields as appropriate.
Note that Oasis will look up postcodes for you, if you type the suburb or town correctly.
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| There are three tabs on the patient card. The Patient Record Card You don't necessarily have to enter data on all three, unless your patient is a health fund member and is likely to want to claim rebates from their fund. |
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If a Patient is in a health fund, you need to enter the fund on the first tab (top right), together with the line number of the patient on the first tab will be sufficient – as shown below:
If they are in a health fund, you health fund card.
You then need to click the third tab and link them to a third-party health fund account.
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Click the down arrow beside the Third Party A/c field, select Link Third Party, then select their third party from the displayed list.
Once linked, click OK to save the patient record.
You have now either found the patient you want to deal with, or added them to the Oasis system, ready for the next step...
Invoicing
Now you have found or added your patient, it is time to invoice them.
From the menu at the left of the Oasis OASiS main screen, select the Invoice option and the following screen will be displayed:
To add an invoice item to this screen, you need to enter the items in the bottom section of the window where the current date is highlighted.
You can back-date an item, but you cannot post-date items.
If the treatment was on today's date, then leave the date as is and hit the <Enter> key to move to the Doctor Number field. It will
Doctor Number field should default to the patient's usual doctor number (as declared on the Patient card), or to the logged-on doctor's number (if the logon has declared a doctor number).
You can change the doctor number, or just <Enter> if you are OK with the one shown.
The next field is the Item Procedure Code field.
You can click the down-arrow at the right of the field to display a full listing of item codes, or enter the first part of an item code before clicking the down arrow.
This will narrow down the number of codes displayed to marry up with what you have typed.
Click a code (or just enter the code if you know it) and then press <Enter>.
The Frequency field allows you to enter the number of times this particular procedure was performed. However, most health funds do not allow for multiple frequencies.
Press <Enter> to add a tooth number (if the item is tooth specific) and then press <Enter> to move to the Patient Fee field. Oasis
OASiS will most likely have entered a standard fee for this procedure. You can alter it if required, but if you are happy with the fee, click the Apply button to add the procedure to the Invoice window.
You can add as many procedures as you like to this window.
In this example, we have added three transactions.
Invoice Screen Overview
When you have added all the transactions required, you have a number of options to choose from.
Ready Ready If you are in a surgery and you want to advise reception that the patient is "Ready" for invoice completion, then click the Ready option. This will send a message to reception advising them the patient can be invoiced. This is useful if the patient needs to make a
This will send a message to reception advising them the patient can be invoiced. This is useful if the patient needs to make a claim through a terminal located at reception.
eEstimate eEstimate This option is used to process a claim estimate to the health fund on behalf of the patient. On completion, the third-party amount in the invoice window will be populated with the funds rebate estimate.
eClaim This option processes a claim to the patient's payment partner via a terminal.
OK This option processes the invoice directly to the patient. They will be billed for the full amount and any claim to a fund will have to be made by the patient manually.
RecallsRecall following Invoice
Depending on your Oasis OASiS setup, on posting an invoice, you may be prompted to register a Recall for a patient.
If the following screen pops up, all you need do is click the Patient Recall option from the menu bar and then click the OK button to register the recall.
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So we've invoiced the patient, and entered a recall (if applicable). Now it is time to take a payment from the patient.
The payment may be a gap payment (because a health fund has rebated some of the cost) or it may be a partial payment (because the patient candoesn't afford need to pay the full amount).
From the menu bar at the left, select the Payment option, and the payment window will be displayed.
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In this case, we have chosen Toothache. It will automatically fill in the detail of the appointment and all you have to do is click OK to save the appointment in the scheduler.
SummaryThere is much more to Oasis. This is a very brief guide to finding or creating a patient record, then invoicing the patient and taking a payment from them and then making them an appointment. It does not provide information on some of the more complex things you can do, but should serve as a quick guide to doing some of the most essential things with Oasis.Further information can be found in the My Money and My Time manuals.