Using Word Plug-in and the Web Activity Report

Version 1.0

Overview:

Provide an instructional document that explains the features of the Word Plug-in and how to use the Web Activity Report. When you send letters via the Medical-Objects Word Plug-in you can track the delivery of those letters using the Web Activity Report.

The following Document shows you how to access the delivery report and also how to interpret it.

Using Word plug-in

NOTE: Once installed the Word plug-in feature gives you an icon in Microsoft Word to send your letters.

1. In Word 2003 the Interface will look like below

2. In Word 2007 the interface will look like below. If you would like the Word plug-in on the Quick Access Bar, just right click the Word Plug-in toolbar and select Add to Quick Access Bar in the menu

3. Write your letter in Word and then select Send

4. When you have clicked Send the following window will appear

5. Enter in the patient and receiving provider’s details and click Send

6. Once you click Send a confirmation window will appear like below.

Select OK to proceed

7. Once you click OK, a new window will appear asking if you would like to save the letter

8. Click Save or Cancel

NOTE: If at any time you need to check the progress of your results. The Web Activity Report will show you what results have been sent or received.

Web Activity Report

NOTE: When you send letters via the Medical-Objects Word Plug-in you can track the delivery of those letters using the Web Activity Report. The following Document shows you how to access the delivery report and also how to interpret it.

1. In your Microsoft Word program there will be a Delivery Report icon as shown below

2. If you click on the Delivery Report button. The Web Activity Report will open in your Web Browser

3. The following screen shot displays the top part of the Web Activity Report that shows the practice name, computer specifications and where Medical-Objects Capricorn is installed.

Capricorn is the downloaded program that is installed at your practice and Trinity uses Capricorn as a server to send referrals.

4. The next area of the web report gives you the opportunity to look up past results via the query function. Just enter the required time frame and select Submit Query

5. The following area of the web report looks at the results that have been sent

6. The diagram below shows all outgoing referrals or letters

7. The above report shows us the receiving facility Kawana Waters Medical Centre and the date the result arrived at the receiving practice 12.9.2008 at 15.12pm

8. The second yellow box shows when the result was imported into Medical Director 12.09.2008 at 15.31pm

9. The following area of the web report looks at the results that have been received from other facilities

10. As you can see below, the Incoming Messages provide similar acknowledgements as the sent results, so you are informed of the complete delivery process

11. Once the result has been received the first acknowledgement is created

12. When the results are imported into practice management software it will show another acknowledgement displayed in the above diagram. Dated at 12.9.2008 15.08

If you are unable to display the Web Activity Report please call Medical-Objects Helpdesk on 07 5456 6000.