Administrative and Data Entry FAQ Answers

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Can I delete a Patient Record?

You can delete a Patient Record if there are no Treatment Option Plans (i.e. completed Risk Assessments) in that patient’s records. Otherwise, you cannot delete a patient record.

 

Can I delete a Risk Assessment?

You can delete a Risk Assessment while it is Unfinished (before you click the Finish button and transmit it to PreViser). After you click Finish, the PreViser web service calculates the risk and returns a Treatment Option Plan, which is part of the patient’s permanent records in the PreViser system and cannot be deleted.

 

What is the difference between the Cancel and Delete commands on some pages?

Clicking Cancel merely exits the page without making any changes to the information. This is a good option if you have opened the wrong record or no longer need the record open, since you do not risk changing or losing data.

Clicking Delete indicates you want to permanently and completely remove that information (i.e. an entire Patient Record or unfinished Risk Assessment). Usually if you click Delete, a message will ask you to confirm that you really do wish to delete that record.

 

How is my login information (username and password) determined? How do I know what it is?

When your practice decides to use PreViser technology, you need to request a user account. PreViser supplies you with an active username and password, and sends it to you via email. Your Account login name will stay the same, but you can change your password if you wish. Once you enter your username and password on the Options page and click Save, you do not have to enter it again or log in each time you open the application.

 

How do I change my password?

You can change your password by completing two steps:

1. Make the change on PreViser's system: Contact PreViser and inform us that you want to change your password, so we can make the changes on our servers and approve your new password.

2. Make the change on your system: From the Home page, click on the Options button to display the Options Main Menu with your Account Info displayed. Enter your new password and click Save to update your login information.

Your password must be at least 7 characters long and it should include at least one letter, one number, and no @ ("at") symbols.

Note that if your password is changed on your computer, but not in PreViser's records, you will not be able to use the application correctly, as the system will not recognize the new information from your computer when you try to access PreViser's servers,.

 

What if I make a mistake while entering data, transmit it to PreViser then notice the error on the Treatment Option Plan report - can I correct it?

You may make corrections to a report within 90 days of originally transmitting it to PreViser. To do this, while viewing that report in Print Preview format, click the "Correct this Report" button at the top. A cloned version is now listed with Unfinished status, and you may correct the errors on it. For instructions and more information about correcting reports, please see the Treatment Option Plan Print Preview topic in the documentation.

 

Why are some letters on the screens underlined?

An underlined letter indicates a keyboard shortcut (or access key). Clicking the ALT key and that letter together allow rapid data entry. On some screens, clicking ALT plus the underlined letter will place the cursor in that box for numerical data entry, and on some screens clicking ALT plus the underlined letter will automatically select that choice (place a check in the box). See the Navigation topic for more details.

 

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