quick reference: introduction to html5 · introduction to html5 revised april 2018 3 welcome to...

Quick Reference: Introduction to HTML5

“it just makes sense”

Introduction to HTML5

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Table of Contents Contents Welcome to Cloud9 HTML5 ............................................................................................................ 3

HTML5 Main Window ..................................................................................................................... 4

HTML5 Menu Bar ........................................................................................................................ 4

HTML5 Buttons ........................................................................................................................... 6

HTML5 Options Menu ................................................................................................................. 6

HTML5 Schedule ............................................................................................................................. 7

Access to Location Schedules ................................................................................................... 10

Clipboard/Toolbar ..................................................................................................................... 11

Appointment Recap .................................................................................................................. 11

HTML5 Edit Patient Window ......................................................................................................... 12

HTML5 Treatment Card ................................................................................................................ 15

HTML5 Tooth Chart ....................................................................................................................... 17

HTML5 Ledger ............................................................................................................................... 19

HTML5 Reports ............................................................................................................................. 22

HTML5 Companies ........................................................................................................................ 24

HTML5 Employee Time Clock ....................................................................................................... 24

HTML5 Document Editor and Letter Queue ................................................................................. 27

Additional HTML5 Reference Materials ........................................................................................ 28

HTML5 Release Notes ............................................................................................................... 28

HTML5 Feature Stories ............................................................................................................. 28

HTML5 Features Chart .............................................................................................................. 28

Revision History ............................................................................................................................ 32


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Welcome to Cloud9 HTML5 The goal is for your office to start using HTML5 without a pause in your daily routine. This document is designed to help you:

• Transition from using the Cloud9 Silverlight format to the browser-based HTML5 format

• Learn the newest features available in HTML5

In HTML5, you’ll be able to perform your daily functions as you do in Silverlight. You may need to access Silverlight from time-to-time to customize your office’s setups and configurations. The content of the Silverlight and HTML5 windows are similar; however, HTML5 is menu and button-driven more so that Silverlight. Once you become familiar with the look and functionality of HTML5, you’ll discover the consistent menus and buttons throughout HTML5. HTML5


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Silverlight

HTML5 Main Window

HTML5 Menu Bar The Menu Bar contains six menus that provide access to the Cloud9 HTML5 functions.

Home


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Financial

Reports

Edit

View

Help


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Silverlight: Icon-driven Access to functions in Silverlight is icon-driven.

HTML5 Buttons

• Quick access buttons located in the upper right-hand corner of the HTML5 screen.

Time Clock – Chat – Full Screen – Lock Screen – Logout

• Close All button located in the lower left-hand corner.

Silverlight: Close All access

HTML5 Options Menu When a patient’s data is displayed on a window, HTML5 has a dropdown arrow next to the patient’s name and id.


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When the user selects the dropdown arrow, the Options Menu displays. All the listed options provide access to the patient’s data.

HTML5 Schedule

Highlighted Feature Description

Schedule Views display in dropdown list

If an employee is set up in Silverlight with an App preference to “Show Schedule Views in Dropdown”, the schedule view will


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display the location schedules in a dropdown list instead of separate tabs across the top of the schedule.

Silverlight Setup to display schedule view for each location in

a dropdown list.

For more details, see Access to Location Schedules.

Displays a patient’s age in years and months

On the schedule, the patient’s age displays in years and months on the patient’s appointment.

Show Light Bar If an employee is set up in Silverlight with an App Preference to “Show Light Bar”, the Show Light Bar displays in HTML5.


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Silverlight Setup to display Light Bar

Silverlight Schedule


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Access to Location Schedules The Schedule window provides you with access to the schedules for each offices’ locations. Depending on how the schedule is set up in Silverlight, you can access location schedules via tabs or from a dropdown list.

Platform Screenshot

HTML5 Access: The dropdown list displays to select schedules for specific locations.

Silverlight Setup:

If an employee is set up in Silverlight with an App preference to “Show Schedule Views in Dropdown”, the schedule view displays the location schedules in a dropdown list instead of separate tabs across the top of the schedule.

Note: The set up will apply to both Silverlight and HTML5.

Note: If the checkbox is not checked, then the location schedules options display as tabs, instead of in a dropdown list:


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Platform Screenshot

Clipboard/Toolbar In HTML5, the Clipboard Toolbar functionality operates the same way as it does in Silverlight. However, its appearance is different.

Platform Screenshot

HTML5:

Buttons: Search – Patient Appts – Practice – Reminders – Notes – No Shows – Week – Print

Silverlight:

Appointment Recap The appointment recap features function the same in HTML5 and Silverlight; however, the features display in different locations on the HTML5 and Silverlight windows.


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Silverlight

Appointment recap information displayed across the bottom of the Silverlight Schedule window. Also, the Reload button is Refresh in HTML5.

HTML5 Edit Patient Window The Edit Patient window in HTML5 and Silverlight share the same functionalities. In HTML5, users can designate a referral as a person or company.


P/C column on Referrals/ Professionals tab

The new P/C column displays the type of referral; P for person and C for company.


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Silverlight: Users add companies directly from the Edit Patient window and select companies as patient referrals. In Silverlight, if users want to identify a company, like Google, Billboard, or Facebook, as a patient referral, they set up the company as a ‘person’.

View Documents from History tab

From the History tab located in Edit Patient, users can click View to see a patient’s corresponding document

Tracking Tab, Patient Status

The Patient Status dropdown displays the statues in the appropriate hierarchy.


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Relationships tab expands and collapses related persons

Edit Patient-Relationships displays a detailed view option for each Related Person. The tab defaults to open with details expanded for the first Related Person and a + next to the other Related Persons.

Silverlight Edit Patient


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HTML5 Treatment Card The HTML5 Treatment Card works the same as it does in Silverlight; however, its look is updated with new buttons.

Buttons: New Entry – Recall – Send Message – Refresh – Save – Save and Close – Close


Send email or text message from the Treatment Card

The Send Message button on the Treatment Card enables users to send an email or text message directly from the Treatment Card.

Platform Screenshot

HTML5

Silverlight


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Border/whitespace The border on the left-hand margin of the treatment card provides more whitespace so the text doesn’t run up against the window border.

Delete desired listed treatment from listed Chart Items

From the Chart Items listed at the bottom of the Treatment

Card, select Delete next to the desired listed treatment.

Silverlight Treatment Card


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HTML5 Tooth Chart Buttons in the upper right-hand corner and the Delete button in the lower right-hard corner provide quick access to common functions related to managing patients’ tooth charts.


Tooth Chart functionality Users can: A. Add horizontal and vertical elastics

B. Mark teeth from primary to permanent

C. Mark teeth as missing or extracted

D. Change the number system being used

E. Delete treatments

E.


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Access Tooth Chart from the Treatment Card

Click Tooth Chart on the Treatment Card to easily access the patient’s tooth chart.

Silverlight Charting (Tooth Chart)


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HTML5 Ledger The HTML5 Ledger works the same as it does in Silverlight; however, its look is updated with new buttons. Reload – Post Charge – Post a Payment – Post a Family Payment – Correction Options – Print - Close


Ledger Tabs Subscriber name(s) display on ledger tabs.

Re-print payment receipt

Re-print a payment receipt from the Ledger by right-clicking the open cell next to the transaction.


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Net Payments field displays across the bottom of the HTML5 patient ledger:

Silverlight: The Net Payment field is not available. Users must manually calculate a new payments total.

Post a Payment The Print Receipt option is available when posting a payment.


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Post Charges The Post Charges feature opens in a window instead of a dialog box.

Silverlight Patient Ledger


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HTML5 Reports The reports available in Silverlight are also available in HTML5. The layout of the report windows is similar in both HTML5 and Silverlight.

Once a report is selected, the Report Viewer displays with the selected report’s parameters.


Updated Reports showing Referring Party

The following reports have been updated to include the referring party:

• Referral Sources

• Referral List


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• Referral by Source

• Referral Labels

• Monthly New Patient Exams

Patient Statistical Profile Report

The Patient Statistical Profile Report has an option called ‘All’ to show all activity and included all patient statuses.

Patient Tray Cover Report The Patient Tray Cover Report includes the ‘Entries to Show’ option (parameter) when printing the Reports. The default value is 5, but users can increase or decrease the value, as needed.

Silverlight Reports


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HTML5 Companies Users access Companies from the HTML5 Home menu.

Users can add and edit companies in a new Companies window:

• Click Add to add a company

• Double click in a field for the displayed company to edit data for a company

HTML5 Employee Time Clock For offices that use a time clock, the Employee Time Clock is available in HTML5 to track employees’ time and gather information to perform payroll functions.


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The Employee Time Clock:

• Displays the server time adjusted to show current, local time based on the user’s logged

in Schedule View.

• Provides an employee dropdown that defaults to the logged in employee but can be changed. Notes: For employees who click the dropdown list and have: o No logins associated with their accounts, they receive the following message:


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o Logins associated with their accounts, they receive the following message:

• Provides the following status options:

• Provides dropdown list to select the location:

• Provides optional Notes field:


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HTML5 Document Editor and Letter Queue Document Editor and Letter Queue is available in HTML5 and Silverlight. The functionalities are the same, but the windows have a different look and feel. The following chart highlights the functions of Document Editor and Letter Queue. For more detailed information, please visit Document Editor Feature Story and Letter Queue Feature Story.

HTML5 Feature Functions

Document Editor Feature Story Note: In Cloud9, “Document” is another term for a document template.

• Creating Letter, Email, and Text Documents

• Creating Financial Arrangements Document

• Using Spellcheck

• Importing a Document

• Exporting a Document

• Using Save As

• Deleting a Document

• Restoring a Document

• Printing a Document

Letter Queue Feature Story Note: In Cloud9, “Letter” refers to one of the following document types:

• Letter

• Email

• Text

• Financial Arrangement

• Accessing and Managing the Letter Queue

• Opening the Letter Queue

• Adding a Letter to the Queue

• Merging a Letter

• Saving and Closing a Letter

• Printing or Emailing a Letter

• Creating an Envelope

• Changing a Letter Template or Recipient

• Deleting a Letter

• Marking as Printed

• Locking and Unlocking a Letter

• Closing the Letter Queue

https://release.cloud9ortho.com/Documents/DocumentEditorHTML5.pdf

https://release.cloud9ortho.com/Documents/LetterQueueHTML5.pdf





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Additional HTML5 Reference Materials

HTML5 Release Notes

Please visit the Release Notes for supplemental details about available HTML5 features discussed in this document. In addition to using the above link, you can access the HTML5 Release Notes from the Help menu on the HTML5 menu bar.

HTML5 Feature Stories For more detailed information regarding HTML5 Document Editor and Letter Queue, please visit:

• Document Editor Feature Story

• Letter Queue Feature Story

HTML5 Features Chart The following chart compiles the HTML5 features.

Component

Feature Description

Financials Ledger Tabs Subscriber name(s) display on ledger tabs.

Buttons at the top of the Patient Ledger provide quick access to refresh the ledger; post a charge; post a payment; post a family payment; correct transactions; and print the opened ledger.

Ledger Net Payments field displays across the bottom of the patient ledger.

Re-print a payment receipt from the Patient Ledger by right-clicking the open cell next to the transaction.

https://release.cloud9ortho.com/Releases.htm




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Component

Feature Description

Post a Payment The Print Receipt option is available when posting a payment.

Post Charges The Post Charges feature opens in a tab section instead of a dialog box.

Schedule Schedule Views display in dropdown list

If an employee is set up in Silverlight as an App Preference to “Show Schedule Views in Dropdown”, the employee will also have access to “Show Schedule Views in Dropdown” in HTML5.

Show Light Bar If an employee is set up in Silverlight with an App Preference to “Show Light Bar”, the Show Light Bar displays in HTML5.

Displays a patient’s age in years and months

On the schedule, the patient’s age displays in years and months on the patient’s appointment.

Treatment Card

Access Tooth Chart from the Treatment Card

Added a Tooth Chart button on the Treatment Card to easily access the patient’s tooth chart.

Send email or text message from the Treatment Card

Added Send Message button to the Treatment Card, enabling users to send an email or text message directly from the Treatment Card.

Updated Layout for Improved Usability

Added a border on the left-hand margin of the treatment card so the text no longer bumps against the margin.

Treatment card ‘remembers’ the last tab used

Cloud9 remembers where the user was last on the Notes or Treatment Plan tabs at the bottom and open Treatment Cards to that option until changed.

Edit Patient New P/C column on Referrals/ Professionals tab

The new P/C column displays the type of referral; P for person and C for company.

View Documents from History tab

From the History tab located in Edit Patient, users can click View to see a patient’s corresponding document.

Tracking Tab, Patient Status

The Patient Status dropdown displays the statues in the appropriate hierarchy.


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Component

Feature Description

Relationships tab expands and collapses related persons

Edit Patient-Relationships displays a detailed view option for each Related Person. The tab defaults to open with details expanded for the first Related Person and a + next to the other Related Persons.

Reporting Updated Reports showing Referring Party

The following reports have been updated to include the referring party:

• Referral Sources

• Referral List

• Referral by Source

• Referral Labels

• Monthly New Patient Exams

Patient Statistical Profile Report

The Patient Statistical Profile Report has an option called All to show all activity and included all patient statuses.

Patient Tray Cover Report

The Patient Tray Cover Report includes the ‘Entries to Show’ option (parameter) when printing the Reports. The default value is 5, but users can increase or decrease the value, as needed.

Companies Insurance Billing Centers added to Lookup Company

When users access Lookup Company, users can select and search for Insurance Billing Centers.

Companies added to Referral/ Professional Lookup

From Add Patient and Edit Patient, users can choose between a person and a company.

Add or edit a company from the Home tab

From the Home tab, users select Companies. The Companies window displays where companies can be added by using the + Add button and edited by double clicking on a company.

Employee Time Clock

Display Employee Time Clock

For offices that use a time clock, the Employee Time Clock is available in HTML5 Cloud9 to track employees’ time and gather information to perform payroll functions.

Employee Time Card Reports

The following reports are available:

• Employee Time Card


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Component

Feature Description

• Employee Time Card By Day

• Employee Time Card By Location

Edit Menu Password Reset Users can reset their password in HTML5, via the Edit Menu. Users are prompted to change passwords 5 days before the password expires.

Patient Lookup Patient Lookup When users click Enter on their keyboards, Cloud9 selects the highlighted patient and proceeds to the appropriate screen.

Gaidge Gaidge Reporting Gaidge users enter Treatment Card Visits and Comments and have them included in the reporting to Gaidge.

Person Lookup Add button Users have the option to add a new person from Person Lookup dialog box.


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Revision History

Document Revision #

Date Author Description

1.0 4/16/18 ALB • Updated previous version

• Incorporated Release Notes from 5.1 SP and 5.2

GA Releases