Operation Manual

Table of Contents
iv
Editing a 3-Day Profile Record ................................................................................................................. 192
Assigning Meal Segments for a 3-Day Profile Record ............................................................................. 193
Using the 3-Day Profile Display Window Graph Tab ............................................................................ 194
Favorite Reports .................................................................................................................................................. 195
Favorite Reports in Patient Management Overview....................................................................................... 196
Using Favorite Reports .................................................................................................................................. 197
Saving a Favorite Report ............................................................................................................................... 198
Editing a Favorite Report ............................................................................................................................... 199
Deleting a Favorite Report ............................................................................................................................. 200
Population Management ......................................................................................................................................... 201
Population Management Overview ...................................................................................................................... 202
Learn About the Population Management Window .............................................................................................. 203
Creating a New Group in Population Management ............................................................................................. 209
Query Groups ...................................................................................................................................................... 210
Learn About Query Groups ............................................................................................................................ 211
Create Query Group Overview....................................................................................................................... 212
Creating Query Groups .................................................................................................................................. 213
Viewing Query Results ................................................................................................................................... 214
Static Groups ....................................................................................................................................................... 215
Learn About Static Groups ............................................................................................................................. 216
Creating Static Groups ................................................................................................................................... 217
Summary and Set Group Information .................................................................................................................. 218
Population ManagementGroup Summary Overview .................................................................................. 219
Set Group Information .................................................................................................................................... 220
Setting Targets and Events for a Group......................................................................................................... 221
Setting Group Information in Population Management .................................................................................. 222
Setting Day and Week Information for a Group ............................................................................................. 223
Setting a Healthcare Provider for a Group ..................................................................................................... 224
Setting an Insurance Provider for a Group..................................................................................................... 225
Setting Education Records for a Group ......................................................................................................... 226
Using Group Summary................................................................................................................................... 227
Graphs Reports .................................................................................................................................................... 228
Population ManagementGraphs and Reports Overview ............................................................................ 229
Using the Group Trend Graph........................................................................................................................ 230
Using the Distribution List Report................................................................................................................... 231
Using the Distribution Histogram Graph......................................................................................................... 232
Using the Before and After - Distribution Graph............................................................................................. 233
Using the Before and After - Trend Graph ..................................................................................................... 234
Using the Overdue Health Records Report.................................................................................................... 235
Advanced Reporting ................................................................................................................................................ 236
Advanced Reports and Letters Overview ............................................................................................................ 237
Print/E-mail/Fax Letters ....................................................................................................................................... 238
Print/E-mail/Fax Letters Overview.................................................................................................................. 239
Printing/E-mailing/Faxing Letters for Individual Patients ................................................................................ 240
Printing/E-mailing/Faxing Letters for Groups of Patients ............................................................................... 241
Print/E-mail/Fax Reports ...................................................................................................................................... 242
Print/E-mail/Fax Reports Overview ................................................................................................................ 243
Printing/E-mailing/Faxing Patient Reports ..................................................................................................... 244
Printing/E-mailing/Faxing Group Reports....................................................................................................... 245
Build Letters ......................................................................................................................................................... 246
Build Letters Overview ................................................................................................................................... 247