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5. Click Close and Exit button. HL7 Data Type window closes.

Figure 161 HL7 Data Type - Delete

NOTE: Be careful with the #. It should be sequential. There should be no missing #'s.

Delete Existing Data Types

To delete existing Data Types:
1. In the HL7 Data Types window, opt Allow Update in the top right corner. New Data Types and

Delete Data Types buttons become visible.
2. Select a Data Type to be deleted from the Data Type Codes list box.
3. Click Delete Data Types button.
4. Confirm the deletion and the selected data type is deleted permanently.
5. Delete as many data types as needed.
6. Click Close and Exit button. HL7 Data Types window is closed.

Update an Existing Data Type

In the HL7 Data Type window you cannot update the Data Type name.
If the Data Type is a Complex data type having components then the components can be
added/updated/deleted in the Data Type Components section.
To add components:
1. In the Data Type Components section of the HL7 Data Types window. Enter Description &

Choose #, Data Type from the drop down list in the top column (marked with an astrix *) of the Data
Type Component section. Press Enter Key.
2. The new component is appended in the Data Type Component section. Save Changes button
becomes visible.
3. Add as many components as needed.
4. Click Save Changes button to commit the new components for the data type.
5. Click Close and Exit button. HL7 Data Type window closes.

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To update components:
1. In the Data Type Components section of the HL7 Data Types window. Overwrite Description

and\or choose alternate #, Data Type from the drop down list for the component you want to edit.
2. The component is updated in the Data Type Component section. Save Changes button becomes

visible.
3. Edit as many components as needed.
4. Click Save Changes button to commit the updated components for the data type.
5. Click Close and Exit button. HL7 Data Type window closes.

NOTE: Be careful with the #. It should be sequential. There should be no missing #'s.

To delete components:
1. In the Data Type Components section of the HL7 Data Types window. Select the component you

want to delete by clicking on Description or # or Data Type.
2. Click the DELete Key.
3. The selected component is deleted.
4. Delete as many components as needed.
5. Click Close and Exit button. HL7 Data Type window closes.

NOTE: Be careful with the #. It should be sequential. There should be no missing #'s.

About HL7 Tables

• In the world of HL7 certain data fields (components) are related to an HL7 Table. The tables fall into
two categories (based on ownership), they are User and HL7. Officially, all tables with an Owner of
HL7 should contain completely standard entries, while those defined as User can contain whatever
values the user's wish and perhaps are defined in a particular vendor's HL7 implementation guide.

• We provides these tables as a guideline and reference only. There are no data validations done
against these tables when loading HL7 files, that remains for you to do within your own
implementation.

View HL7 Tables

To display HL7 Tables Window Dialog:

1. Click Tools > System Configuration. The System Configuration window displays.
2. Select HL7 Interface in the left pane. The System Configuration - HL7 Interface window displays.

Refer ”System Configuration - HL7 Interface Window” on page 172
3. Click the Click to edit HL7 Segment Definitions button. The Easy HL7 Segment Definitions

dialog displays. Refer ”Easy HL7 Segment Definitions” on page 181
4. Select a segment by clicking on a Segment or on the Description. Then click View Elements

button. HL7 Segment Elements dialog displays. Refer ”HL7 Segment Elements Dialog” on
page 188

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5. Select a element by clicking on a Field # or on the Description or on the Data Type. Then click
View HL7 Tables button. HL7 Table Viewer window displays.

Figure 162 HL7 Table Viewer
The HL7 Table Viewer window used to View / Create / Delete HL7 table has a section in the upper
right corner with 2 radio buttons marked Read Only and Allow Update. Whenever this window is first
opened the Read Only option is selected and the user may only view and no longer make any
modifications. Only after the user opts the Allow Update option will the user be allowed Create/Delete
operations. The left section shows the list of available HL7 Tables. Select a HL7 table from the left

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section by clicking on Table ID or Table Name or Owner and the Data (code, value) for the selected
HL7 Table is displayed in the right section.

Figure 163 HL7 Table Viewer - Allow Update

Add HL7 Table

To add/create a new HL7 Table:

1. In the HL7 Table Viewer window, opt Allow Update in the top right corner. Refer ”HL7 Table Viewer
- Allow Update” on page 204

2. Create a new table button becomes visible.
3. Click Create a new table button.
4. Create HL7 table dialog displays.
5. Enter Table ID, Table Name and Choose Owner. Click OK.
6. Create HL7 table dialog closes.
7. The new table is added in the left pane (section).
8. Add as many tables as needed.

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9. Click Close and Exit button. HL7 Table Viewer window is closed.

Figure 164 Create HL7 Table

Add Data to HL7 Tables

To add Data to a HL7 Table:
1. In the HL7 Table Viewer window, opt Allow Update in the top right corner. Refer ”HL7 Table Viewer

- Allow Update” on page 204
2. Select a HL7 Table in the left section (pane). The Data pertaining to the selected HL7 table is

displayed in the right section (pane).
3. Enter Code and Value text in the top column (marked with an astrix *) of the Data section. Press

Enter Key.
4. The new data is appended in the Data section.

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5. Click Close and Exit button to close the HL7 Table Viewer window.

Figure 165 HL7 Table Viewer - Add Data.

Delete Data from HL7 Tables

To delete Data from a HL7 Table:

1. In the HL7 Table Viewer window, opt Allow Update in the top right corner. Refer ”HL7 Table Viewer
- Allow Update” on page 204

2. Select a HL7 Table in the left section (pane). The Data pertaining to the selected HL7 table is
displayed in the right section (pane).

3. Select the Data row you want to delete by clicking on the Code or Value text in the Data section.
Press DELete Key.

4. Confirm to delete the Data row.
5. The data is deleted from the Data section. Save changes to table data button is visible. Refer

”HL7 Table - Data Update” on page 208
6. Click on Save changes to table data button to make the deletions permanent.

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7. Click Close and Exit button to close the HL7 Table Viewer window.

Figure 166 HL7 Table - Delete Data Confirm Dialog

Update Data in HL7 Tables

To update Data in a HL7 Table:
1. In the HL7 Table Viewer window, opt Allow Update in the top right corner. Refer ”HL7 Table Viewer

- Allow Update” on page 204
2. Select a HL7 Table in the left section (pane). The Data pertaining to the selected HL7 table is

displayed in the right section (pane).
3. Update the Code and/or Value text in the Data section. Press Enter Key.
4. The data is updated in the Data section. Save changes to table data button is visible.
5. Click on Save changes to table data button to make the updates permanent.

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6. Click Close and Exit button to close the HL7 Table Viewer window.

Figure 167 HL7 Table - Data Update

Delete HL7 Table

To delete an existing HL7 Table:

1. In the HL7 Table Viewer window, opt Allow Update in the top right corner. Refer ”HL7 Table Viewer
- Allow Update” on page 204

2. Create a new table button becomes visible.
3. From the left pane (section) select the HL7 table you want to delete by clicking on the respective

tables Table ID or Table Name or Owner. Click DELete Key.
4. Confirm deletion and the selected HL7 Table is deleted.
5. Delete as many tables as needed.

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6. Click Close and Exit button. HL7 Table Viewer window is closed.

Figure 168 HL7 Table - Delete Table

About HIS/RIS to Optility Data Mapping

To parse the HL7 messages and correctly insert it into optility database, the respective optility
database tables (entity) and columns (attributes) need to be correctly mapped with the HL7
Segments, Elements and Components.

View HIS/RIS to Optility Data Mapping

To display HIS/RIS to Optility Data Mapping Screen (HL7 Segment / Meta Data Mapping)
1. Click Tools > System Configuration. The System Configuration window displays.
2. Select HL7 Interface in the left pane. The System Configuration - HL7 Interface window displays.

Refer ”System Configuration - HL7 Interface Window” on page 172

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3. Click the Click to edit HIS/RIS to Optility Data Mapping button. The HL7 Segment / Meta Data
Mapping window displays.

Figure 169 HL7 Segment / Meta Data Mapping

Add HIS/RIS to Optility Data Mapping

NOTE: The entities and attributes displayed in here are all set by optility development team. Please
contact optility support to view any other entities and/or attributes that are not available.

To add HIS/RIS to Optility Data Mapping:
1. In the HL7 Segment / Meta Data Mapping window select an Entity from the left section (pane). The

attributes, HL7 Segments, HL7 Elements & HL7 Components of the selected Entity are
displayed in the right pane (section). Refer ”HL7 Segment / Meta Data Mapping” on page 210
2. Specify the HL7Segment, HL7Element & HL7Component for the attribute you want to map HL7
data to.
3. Specify as much data mapping as you want.
4. Click OK button to close the HL7 Segment / Meta Data Mapping window.

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Add HIS/Optility Data Mapping

To add HIS/Optility Data Mapping:
1. In the HL7 Segment / Meta Data Mapping window select an Entity from the left section (pane). The

attributes, HL7 Segments, HL7 Elements & HL7 Components of the selected Entity are
displayed in the right pane (section).
2. For Adding the Mapping of a parsed HIS data with that of the respective attributes lookup data or
user entered data, click the Data... button corresponding to the respective attribute. HIS/Optility
Data Mapping window Displays.

Figure 170 HIS / Optility Data Mapping
3. Enter the parsed HL7 data text in HISData and then enter the user defined data in AppData or

choose from the drop down lookup data for AppData.
4. Add as much data mapping as you want.
5. Click OK button to close the HIS/Optility Data Mapping window.

Delete HIS/Optility Data Mapping

To delete an entry (mapped row) of HIS/Optility Data Mapping:
1. In the HL7 Segment / Meta Data Mapping window select an Entity from the left section (pane). The

attributes, HL7 Segments, HL7 Elements & HL7 Components of the selected Entity are
displayed in the right pane (section).
2. To delete an entry from the HIS/Optility Data Mapping click the Data... button corresponding to the
respective attribute. HIS/Optility Data Mapping window Displays. Refer ”HIS / Optility Data
Mapping” on page 211
3. Click the X button that proceeds (corresponds) the mapped row you want to delete. Confirm the
deletion and the mapped row is deleted. You can also select multiple mapped rows and click click
DELete key to delete them all. Conform the deletion of the selected mapped rows and they are all
deleted.
4. You can delete all the mapped rows if you want to.
5. Click OK button to close the HIS/Optility Data Mapping window.

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Update HIS/Optility Data Mapping

To update HIS/Optility Data Mapping:

1. In the HL7 Segment / Meta Data Mapping window select an Entity from the left section (pane). The
attributes, HL7 Segments, HL7 Elements & HL7 Components of the selected Entity are
displayed in the right pane (section).

2. For Updating the Mapping of a parsed HIS data with that of the respective attributes lookup data or
user entered data, click the Data... button corresponding to the respective attribute. HIS/Optility
Data Mapping window Displays. Refer ”HIS / Optility Data Mapping” on page 211

3. Update the parsed HL7 data text in HISData and/or overwrite the user defined data in AppData or
choose from the drop down lookup data for AppData.

4. Update as much data mapping as you want.
5. Click OK button to close the HIS/Optility Data Mapping window.

Delete HIS/RIS to Optility Data Mapping

NOTE: The entities and attributes displayed in here are all set by optility development team. Please
contact optility support to view any other entities and/or attributes that are not available or to delete any
existing entity attributes.

To delete HIS/RIS to Optility Data Mapping:

1. In the HL7 Segment / Meta Data Mapping window select an Entity from the left section (pane) for
which you want to delete mapping. The attributes, HL7 Segments, HL7 Elements & HL7
Components of the selected Entity are displayed in the right pane (section).

2. Specify NULL / None for HL7Segment, HL7Element & HL7Component for the attribute whose
HL7 mapping needs to be deleted.

3. Delete as much data mapping as you want.
4. Click OK button to close the HL7 Segment / Meta Data Mapping window.

Figure 171 Delete Mapped Rows

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Update HIS/RIS to Optility Data Mapping

NOTE: The entities and attributes displayed in here are all set by optility development team. Please
contact optility support to view any other entities and/or attributes that are not available or to delete any
existing entity attributes.

To update HIS/RIS to Optility Data Mapping:

1. In the HL7 Segment / Meta Data Mapping window select an Entity from the left section (pane) for
which you want to update the mapping. The attributes, HL7 Segments, HL7 Elements & HL7
Components of the selected Entity are displayed in the right pane (section).

2. Alter or Update the HL7Segment, HL7Element & HL7Component selection for the attribute
whose HL7 mapping needs to be updated.

3. Update as much data mapping as you want.
4. Click OK button to close the HL7 Segment / Meta Data Mapping window.

Studies Management Defaults

This function allow you to set the studies management default settings. The options are:

• Print Study Labels on Fill – Used to print the study labels after the studies are filled.
• Calculate Pediatric Dose – If this check box is selected and the patient is less that 18 years old, the

system requests the body weight of the patient in kilograms or pounds. If no body weight is entered,
the Dose Requested value is required. If a body weight is entered, the Dose Requested is
calculated and displayed based upon the values entered in Patient Study Defaults (see ”Study
Defaults” on page 417) and the Pediatric Dose table (see ”Pediatric Doses” on page 245).
• Force Min/Max on Patient Dose Range – If this check box is selected, the system does not allow
the requested dose to vary above or below the limits established in the Patient Study Defaults
regardless of how the dose is calculated.
• Default Admin Time with Assay Time – Select this check box to automatically use the assay time
as the administration time.
• Default Syringe Retention (%) – The percentage of residual used for waste tracking. Enter a
default syringe retention percentage.
• Days to Keep Studies Current – Enter the number of days to keep study history material as
current. Current information is records that are brought into fields. For example, if you define this
value as 30 days, then studies older than 30 days are not brought into fields.
• Show Diagnostic Code on Study Form – If this check box is selected, the Diagnostic Code
drop-down list displays on the Study dialog box.
• Show Custom Code on Study Form – If this check box is selected, the Custom Code drop-down
list displays on the Study dialog box.
• Show Study Price on Study Form – If this check box is selected, the Price box displays on the
Study dialog box.

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• Show Patient Weight on Study Form – If this check box is selected, the Patient Weight box and
drop-down list display on the Study dialog box.

• Show Patient Classification on Study Form – If this check box is selected, the Patient
Classification drop-down list displays on the Study dialog box.

• Show Professional Initials on Study Form – If this check box is selected, the Professional
Initials drop-down list displays on the Study dialog box.

Setting Studies Defaults

To set the defaults for study management:

1. Click Tools > System Configuration. The System Configuration dialog box displays.
2. Select Studies in the left pane. The System Configuration - Studies window displays.

Figure 172 System Configuration - Studies window

3. Enter the studies defaults in the appropriate fields.
4. Click OK.

Instrument Defaults

This function allows you to set the defaults for your instruments. The options are:

• Dose Calibrator for Accuracy – Used to define the default dose calibrator for accuracy testing.
• Channel Setup for Constancy – Used to define the default channel setup for constancy testing.

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• Dose Calibrator for Geometry – Used to define the default dose calibrator for geometry testing.
• Dose Calibrator for Linearity – Used to define the default dose calibrator for linearity testing.
• Meter for Area Survey – Used to define the default meter for area survey testing.
• Scaler for Area Wipe – Used to define the default scaler for area wipe testing.
• Meter for Shipment Survey – Used to define the default meter for shipment survey testing.
• Scaler for Shipment Wipe – Used to define the default scaler for shipment wipe testing.
• Meter for Waste Bin Survey – Used to define the default meter for waste bin testing.
• Scaler for Waste Bin Wipe – Used to define the default scaler for waste bin testing.
• Default Scaler for Inventory QC – Used to define the default scaler for inventory QC testing.

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Setting the Instrument Defaults

To set the defaults for your instruments:

1. Click Tools > System Configuration. The System Configuration dialog box displays.
2. Select Instrument Defaults in the left pane. The System Configuration - Instrument Defaults

window displays.

Figure 173 System Configuration - Instrument Defaults window

3. Select the defaults from the appropriate drop-down lists.
4. Click OK.

Inventory Options

This function allows you to set the defaults for your inventory. The options are:

• Prompt for Inventory Labels – Select this check box if you want the system to prompt for inventory
labels.

• Show Vendor Order Dialog on Receive – Select this check box if you want to display the Vendor
Order dialog box when an item is entered into inventory.

• Force Package Check-In Daily – If this check box is selected, incoming radioactive package wipe
and/or survey results are required on all packages.

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• Force QC Entry Daily – If this check box is selected, quality control data must be entered for all
inhouse prepared products that have their QC Required check box selected in the Vendor Drug
Master file (see ”Vendor Drugs” on page 293) before the End Of Day Summary Report can be run.

• Prompt for QC Input After Prep – Select this check box if you want the system to prompt for QC
data after confirming a tech or custom prep.

• Show Second Meter used for 1 Meter Survey – Select this if you have a second meter in your lab
that you use for the one meter away test. The second meter readings show on the dialog box.

• Shipment Survey Results as Pass/Fail – If this check box is selected, test results are entered as
“Pass” or “Fail.” If the check box is not selected, results are entered in CPM.

• Shipment Wipe Results Pass/Fail – If this check box is selected, test results are entered as “Pass”
or “Fail.” If the check box is not selected, results are entered in CPM.

• DOT Units - Survey – Select the units used for performing surveys on DOT packages received by
your lab.

• Waste Tracking Mode – This box is used to control the waste tracking system and what type of
waste displays on the Process Waste dialog box. Options include:
• No Waste Tracking – If this is selected, no waste tracking is provided.
• Inventory Waste Tracking – If this is selected, only inventory waste tracking is provided.
• Study and Inventory Waste Tracking – If this option is selected, both study and inventory
waste tracking are provided.

• Waste when Volume is 0 – If this check box is selected, inventory that has reached a volume of
almost 0 is automatically removed from the current inventory file and marked as waste during waste
processing.

• Waste Bin Survey Results as Pass/Fail – If this check box is selected, test results are entered as
“Pass” or “Fail.” If the check box is not selected, results are entered in CPM.

• Waste Bin Wipe Results Pass/Fail – If this check box is selected, test results are entered as “Pass”
or “Fail.” If the check box is not selected, results are entered in CPM.

• Days to keep Inventory current – Enter the number of days to keep inventory as current. Current
information is records that are brought into fields. For example, if you define this value as 30 days,
then inventory older than 30 days are not brought into fields.

• Single Vendor Drug in any Fill – If this check box is selected, only drugs from the same vendor can
be used to fill studies and prescriptions.

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Setting the Inventory Defaults

To set the defaults for inventory:

1. Click Tools > System Configuration. The System Configuration dialog box displays.
2. Select Inventory Options in the left pane. The System Configuration - Inventory Options

window displays.

Figure 174 System Configuration - Inventory Options window

3. Enter the inventory defaults in the appropriate fields.
4. Click OK.

License Settings

This function allows you to setup your license settings. The options are:

• Check RAM License – Select this check box if you want the system to check your radioactive
materials license (see ”Editing the Miscellaneous Tab” on page 323) each time you place an order
from a vendor.

• Check Broad License – If this check box is selected, license limits for the lab must be entered for
each isotope in the Broad Limits master list (see ”Broad Limits” on page 328). The lab’s license
group information is ignored when products are ordered from vendors.

• Check Group License – Select this check box if you want the system to check your group license
limits (see ”Group Limits” on page 331).

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• Check Cyclotron License – If this check box is selected, cyclotron-produced items in the Drug
master list must have their possession limits for the lab entered.
This function can only be used if the Is Lab In An NRC State? check box is selected.
If the State Cyclotron License check box is not selected and the Is Lab In An NRC State? check
box is selected, no license checking occurs for cyclotron-produced products.

Setting the License Information

To setup the license information:
1. Click Tools > System Configuration. The System Configuration dialog box displays.
2. Select License Settings in the left pane. The System Configuration - License Settings window

displays.

Figure 175 System Configuration - License Settings window
3. Select the license options in the appropriate fields.
4. Click OK.

Online Links

Online Links allows you to access Web sites from your application. The options are:
• Company Portal – Enter the URL for the your company’s portal.
• Favorite Link – Enter the URL for a favorite Web site.

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• Favorite Link Available – Select this check box if you want the My Favorite Website option to
display in the Online menu.

Setting the Online Links

To set the online links:

1. Click Tools > System Configuration. The System Configuration dialog box displays.
2. Select Online Links in the left pane. The System Configuration - Online Links window displays.

Figure 176 System Configuration - Online Links window

3. Select the online links in the appropriate fields.
4. Click OK.

Regulatory Levels

This function allows you to setup your regulatory levels. The options are:

• I-131 Air Restricted (uCi/ml) – Enter the I-131 air effluent limit, in uCi/ml, for a restricted area fume
hood. The default is the 1989 NRC limit.

• I-131 Air Un-Restricted (uCi/ml) – Enter the I-131 air effluent limit, in uCi/ml, for an unrestricted
area fume hood. The default is the 1989 NRC limit.

• Thyroid I-131 Report Level (uCi) – Enter the action level, in uCi's, for the I-131 thyroid bioassay
program. When this level is reached, it must be reported to the appropriate regulatory agency.

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• Thyroid I-131 Investigational Level (uCi) – Enter the activity, in uCi's, for the I-131 bioassay
program that alerts the user to potential problems. In most cases the investigative levels are set
lower than the reporting levels.

• Bar I Shipment Surface Reading – This is the level 1 (lowest) radioactivity level surface reading.
• Bar II Shipment Surface Reading – This is the level 2 radioactivity level surface reading.
• Bar II Shipment Reading from 1 Meter – This is the level 2 radioactivity level reading 1 meter from

the level 2 surface reading.
• Bar III Shipment Surface Reading – This is the level 3 (highest) radioactivity level surface reading.
• Bar III Shipment Reading from 1 Meter – This is the level 3 radioactivity level reading 1 meter from

the level 3 surface reading.
• Source Leak Removable Activity Limit (uCi) – This is the source leak removable activity limit in

uCi.
• Patient Dose Fill +ve Tolerance Limit (%) – Enter the upper limit percentage of the pharmaceutical

dosage used in a study that may vary from the prescribed amount.
• Patient Dose Fill -ve Tolerance Limit (%) – Enter the lower limit percentage of the pharmaceutical

dosage used in a study that may vary from the prescribed amount.
• Fume Hood I131 Air Concentration Limit – This is the fume hood I131 air concentration limit.

Setting the Regulatory Levels

To set the regulatory levels:

1. Click Tools > System Configuration. The System Configuration dialog box displays.

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2. Select Regulatory Levels in the left pane. The System Configuration - Regulatory Levels
window displays.

Figure 177 System Configuration - Regulatory Levels window

3. Enter the regulatory levels in the appropriate fields.
4. Click OK.

Startup Options

This function allows you to setup your startup options. The options are:

• Show Quick Launch – Select this check box if you want the Quick Launch window to display at
startup.

• Show Reminders – Select this check box if you want the Reminder window to display at startup.
• Play Music – Select this check box if you want a sound file (.WAV) to play each time the application

starts.
• Days allowed with invalid EOD – Enter the number of days allowed with an invalid end of day.

Setting the Startup Options

To set the startup options:

1. Click Tools > System Configuration. The System Configuration dialog box displays.

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2. Select Startup in the left pane. The System Configuration - Startup window displays.

Figure 178 System Configuration - Startup window
3. Select the startup options in the appropriate fields.
4. Click OK.

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225 Optility™ User Guide

3 Masters

Master lists contain data entered by you for transactional purposes. For example, the Patient master list
contains all of the patient records used by your lab. When a patient study is created, the patient is
selected from the Patient master list.
From each master list, records can be created, edited, and deleted.

NOTE: A record cannot be deleted if it is accessed or associated by another record.

NOTE: For Pharmacy users, additional master files are listed in the Pharmacy menu. See ”Pharmacy
Masters” on page 475.

All master lists can be accessed from the Masters menu. Master lists can also be accessed from other
individual records.

NOTE: The records displayed in this chapter are the factory-installed defaults. The information
displayed in your application may be different. Consult your System Administrator for more information.

Patients

The Patients menu allows you to manage patients, organs, organ doses, and pediatric doses.

List

The Patient (demographics) master list contains all of the patient records entered in the system. From
here, you can enter a new patient, edit an existing record, view history, or delete a record.

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Adding a Patient Record

To add a patient record:
1. Click Masters > Patients > List. The Patient - Master list displays.

Figure 179 Patient - Master list

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2. Click . The Patient - New dialog box displays.

Figure 180 Patient - New dialog box

3. Enter the patient's number in the Patient Number box.
4. Enter the patient’s date of birth in the Date of Birth box.
5. Enter the patient’s first name in the First Name box.
6. Enter the patient’s middle initial in the Middle box.
7. Enter the patient’s last name in the Last Name box.
8. Enter the patient's address in the Address 1, Address 2, City, State, and Zip boxes. In most cases,

this is their home address.

9. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

10.Enter the patient’s Social Security number in the SSN box.
11.Enter the patient’s medical record number in the MRN box.
12.Select the patient’s gender from the Gender drop-down list.
13.Enter the patient’s email address in the Email Address box.

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14.Enter the patient's home phone number in the Home Phone box.
15.Enter the patient’s fax number in the Fax box.
16.Enter the patient's mobile (cell) phone number in the Mobile Phone box.
17.Enter the patient's work phone number in the Work Phone box.
18.Enter the name of the patient's insurance carrier in the Insurance Carrier box.
19.Enter the name of the patient's insurance group in the Insurance Group box.
20.Enter additional insurance information in the Insurance Information box.
21.Enter any other relevant information regarding this patient in the Comments box.
22.If you want to create multiple records with similar information and do not want to retype the

information, click the Copy check box.

23.Click OK.
If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

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Editing a Patient Record

To edit a patient record:

1. Click Masters > Patients > List. The Patient - Master list displays.

2. Select the record you want to edit, and then click . The Patient - Edit dialog box displays.

Figure 181 Patient - Edit dialog box

3. Edit the information that you need to update.
4. Click OK.

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Viewing a Patient’s History

To view a patient’s history:

1. Click Masters > Patients > List. The Patient - Master list displays.

2. Select the record you want view, and then click . The Patient History - Edit dialog box
displays.

Figure 182 Patient History - Edit dialog box
3. View the information and then click OK.

Deleting a Patient Record

NOTE: You cannot delete a patient record if there are any dependencies associated to it.

To delete an existing patient:
1. Click Masters > Patients > List. The Patient - Master list displays.

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2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

Figure 183 Delete Master List Items confirmation box
3. Click Yes.

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Patient Classifications

Patient Classification is used to classify patients by groups such as Inpatient, Outpatient, E.R., and so
on. The Patient Classification master list contains records for each classification group used by your
lab. You can create, edit, and delete classifications.

Adding a Patient Classification Record

To add a patient classification record:

1. Click Masters > Patient > Classification. The Patient Classification Code - Master list displays.

Figure 184 Patient Classification Code - Master list

2. Click . The Patient Classification Code - New dialog box displays.

Figure 185 Patient Classification Code - New dialog box

233 Optility™ User Guide

3. Enter the code in the Classification Code box.

4. Enter the description in the Description box.

5. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

6. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

7. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Patient Classification Record

To edit a patient classification record:

1. Click Masters > Patient > Classification. The Patient Classification Code - Master list displays.

2. Select the record you want to edit and click . The Patient Classification Code - Edit dialog
box displays.

Figure 186 Patient Classification Code - Edit dialog box

3. Edit the information that you need to update.
4. Click OK.

Masters 234

Deleting a Patient Classification Record

NOTE: You cannot delete a patient classification record if there are any dependencies associated to it.

To delete an existing patient classification:

1. Click Masters > Patient > Classification. The Patient Classification Code - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Patient Merge

This section describes how to merge two patient records into one.

Merging Patient Records

To merge patient records:

1. Click Masters > Patient > Merge. The Patient Merge - Edit dialog box displays.

Figure 187 Patient Merge - Edit dialog box

2. Enter the first name, last name, or patient # of the patient to purge in the Patient Search to Purge
box.

3. Select the patient to purge from the Purge Patient drop-down list.
4. Enter the first name, last name, or patient # of the patient to keep in the Patient Search to Keep

box.

5. Select the patient to keep from the Keep Patient drop-down list.
6. Click OK.

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Referring Doctors

The Referring Doctors master list contains all of the referring doctors entered in the system. You can
add, edit, and delete referring doctor records.
NOTE: You cannot delete a referring doctor record if there are any dependencies associated to it.

Adding a Referring Doctor Record

To add a referring doctor record:
1. Click Masters > Patient > Referring Doctors. The Referring Doctors - Master list displays.

Figure 188 Referring Doctors - Master list

Masters 236

2. Click . The Referring Doctors - New dialog box displays.

Figure 189 Referring Doctor - New dialog box
3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter the doctor’s salutation in the Salutation box.
5. Enter the doctor’s first name in the First Name box.
6. Enter the doctor’s middle initial in the MI box.
7. Enter the doctor’s last name in the Last Name box.
8. Enter the doctor’s suffix in the Suffix box.
9. Enter the doctor’s address in the Address 1, Address 2, City, State, Zip, and Country boxes. In

most cases, this is their home address.
10.Enter the doctor’s email address in the Email Address box.

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11.Select the doctor’s gender from the Gender drop-down list.
12.Enter a search name in the Search Name box. The search name is used for searching for this

doctor in lists.
13.Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
14.Select the Licensed Doctor check box if the referring doctor is the licensed doctor on the RAM
License.
15.Enter the doctor’s home phone number in the Home Phone box.
16.Enter the doctor’s fax number in the Home Fax box.
17.Enter the doctor’s mobile (cell) phone number in the Mobile Phone box.
18.Enter the doctor’s work phone number in the Work Phone box.
19.Enter the doctor’s pager number in the Pager box.
20.Enter the doctor’s office phone number in the Office Phone box.
21.Enter the doctor’s office fax number in the Office Fax box.
22.Enter the referring doctor’s primary hospital in the Primary Hospital box.
23.Enter the referring doctor’s DEA number in the DEA Number box.
24.Enter the referring doctor’s medical specialty in the Speciality box.
25.Enter the referring doctor’s medical degree in the Medical Degree box.
26.Enter the referring doctor’s medical education number in the ME Number box.
27.Enter the department with which the referring doctor is affiliated in the Department box.
28.Enter the referring doctor’s state license number in the State License Number box.
29.Enter the name of the person to contact at the lab in the Contact Person box.
30.Enter the lab name with which the referring doctor is affiliated with in the LAB Name box.
31.Enter the title of the contact person in the Title box.
32.Enter any additional information in the Comments box.
33.If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.
34.Click OK.
If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Masters 238

Editing a Referring Doctor Record

To edit a referring doctor record:

1. Click Masters > Patient > Referring Doctors. The Referring Doctors - Master list displays.

2. Select the record you want to edit and click . The Referring Doctor - Edit dialog box
displays.

Figure 190 Referring Doctor - Edit dialog box
3. Edit the information that you need to update.
4. Click OK.

Deleting a Referring Doctor Record

NOTE: You cannot delete a referring doctor record if there are any dependencies associated to it.

239 Optility™ User Guide

To delete an existing referring doctor:

1. Click Masters > Patient > Referring Doctors. The Referring Doctors - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Organs

The Organs master list contains all of the organs entered in the system. It is used for patient organ
exposure calculations. You can add, edit, and delete organ records.

Adding an Organ Record

To add an organ record:

1. Click Masters > Patients > Organs. The Organ - Master list displays.

Figure 191 Organ - Master list

Masters 240

2. Click . The Organ - New dialog box displays.

Figure 192 Organ - New dialog box

3. Enter the name of the organ in the Organ box.
4. Enter the allowable radiation exposure action level in the Allowable Exposure box.
5. Select the type of measurement for the exposure from the drop-down list.
6. Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized
For more information, see ”Detail Tabs” on page 141.

7. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

8. Click OK.
If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing an Organ Record

To edit an organ record:

1. Click Masters > Patients > Organs. The Organ - Master list displays.

241 Optility™ User Guide

2. Select the record you want to edit and click . The Organ - Edit dialog box displays.

Figure 193 Organ - Edit dialog box

3. Edit the information that you need to update.
4. Click OK.

Deleting an Organ Record

NOTE: You cannot delete an organ record if there are any dependencies associated to it.

To delete an existing organ record:

1. Click Masters > Patient > Organ. The Organ - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Masters 242

Organ Doses

The Organs Doses master list contains all of the organ doses entered in the system. Each record
specifies the dose, procedure, and drug. You can add, edit, and delete organ dose records.

Adding an Organ Dose Record

To add an organ dose record:

1. Click Masters > Patients > Organ Doses. The Organ Dose - Master list displays.

Figure 194 Organ Dose - Master list

243 Optility™ User Guide

2. Click . The Organ Dose - New dialog box displays.

Figure 195 Organ Dose - New dialog box

3. Enter the name of the organ in the Organ box.
4. Select the procedure from the Procedure drop-down list.
5. Select the drug from the Vendor Drug drop-down list.
6. Enter the expected dose administered for this drug, procedure, and organ in the Radiation Dose

box.

7. Select the type of measurement for the dose from the drop-down list.
8. Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

9. Enter any assumptions regarding the radiation dose in the Assumed Criteria box.
10.If you want to create multiple records with similar information and do not want to retype the

information, click the Copy check box.

11.Click OK.
If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Masters 244

Editing an Organ Dose Record

To edit an organ dose record:

1. Click Masters > Patients > Organ Doses. The Organ Dose - Master list displays.

2. Select the record you want to edit and click . The Organ Dose - Edit dialog box displays.

Figure 196 Organ Dose - Edit dialog box

3. Edit the information that you need to update.
4. Click OK.

Deleting an Organ Dose Record

NOTE: You cannot delete an organ dose record if there are any dependencies associated to it.

To delete an existing organ dose record:

1. Click Masters > Patient > Organ Doses. The Organ Dose - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

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Pediatric Doses

The Pediatric Doses master list contains all of the pediatric dosage factors entered in the system. You
can add, edit, and delete pediatric dose records.

Adding a Pediatric Dose Record

To add a pediatric dose record:
1. Click Masters > Patients > Pediatric Doses. The Pediatric Dose - Master list displays.

Figure 197 Pediatric Dose - Master list

2. Click . The Pediatric Dose - New dialog box displays.

Figure 198 Pediatric Dose - New dialog box

Masters 246

3. Enter the weight of the patient in the Weight box.

4. Select the type of measurement for the weight from the drop-down list.

5. Select the body surface from the Body Surface drop-down list.

6. Enter the dosage factor in the Dosage Factor box.

7. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

8. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

9. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Pediatric Dose Record

To edit a pediatric dose record:

1. Click Masters > Patients > Pediatric Doses. The Pediatric Dose - Master list displays.

2. Select the record you want to edit and click . The Pediatric Dose - Edit dialog box displays.

Figure 199 Pediatric Dose - Edit dialog box

3. Edit the information that you need to update.
4. Click OK.

Deleting a Pediatric Dose Record

NOTE: You cannot delete a pediatric dose record if there are any dependencies associated to it.

To delete an existing pediatric dose record:

1. Click Masters > Patient > Pediatric Doses. The Pediatric Dose - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

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Customers

This section describes how to manage customers, invoices, billing, credits, license limits, purchase
orders, feedback, and personnel for your pharmacy. The Customers master records are only available
in the Pharmacy version of Optility™. For more information, see ”Pharmacy Masters” on page 475.

Procedures

This section describes how to manage procedures, procedure groups, procedure tracking codes,
procedure QA codes, procedure CPT codes, CPT codes, and diagnostic codes.

List

The Procedure master list contains all of the procedures entered in the system. You can add, edit, and
delete procedure records.

Adding a Procedure Record

To add a procedure record:
1. Click Masters > Procedures > List. The Procedure - Master list displays.

Figure 200 Procedure - Master list

Masters 248

2. Click . The Procedure - New dialog box displays.

Figure 201 Procedure - New dialog box

3. Enter the procedure name in the Procedure box.
4. Enter the description in the Description box.
5. Select the procedure group to associate the procedure to from the Procedure Group drop-down

list.

6. Enter the duration of the procedure in the Duration box.
7. Select the type of measurement for the duration from the drop-down list.
8. Enter the price of the procedure in the Price box.
9. Select a warning message that displays when filling the study from the Message drop-down list.
10.Enter a name to be used for future searches in the Search Name box.
11.Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

12.Select the Therapy check box if the procedure involves a therapy dose.
13.Select the Exclude From Statistics check box to exclude this procedure from statistics.
14.Enter additional information concerning the procedure in the Comments box.
15.‘Enter the schedule instructions in the Schedule Instructions box.

Schedule instructions are notes to be used for giving specific scheduling instructions regarding this
particular procedure. Each time a patient is entered for a procedure in Schedule Patients, this text
displays. For example: Patient should wear loose clothing or Patient should not

eat breakfast.

16.If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

249 Optility™ User Guide

17.Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Procedure Record

To edit a procedure record:

1. Click Masters > Procedures > List. The Procedure - Master list displays.

2. Select the record you want to edit and click . The Procedure - Edit dialog box displays.

Figure 202 Procedure - Edit dialog box

Masters 250

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.

For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Procedure Record

NOTE: You cannot delete a procedure record if there are any dependencies associated to it.

To delete an existing procedure record:

1. Click Masters > Procedures > List. The Procedure - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.