EncaptureMD Documentation & FAQ

How do I use EncaptureMD? (basic overview with VIDEO)

Updated on

This article describes the use of the EncaptureMD Version 8 work list for all users.

The landing page

This video covers

  • The landing page - where you go right after you log in
  • Function of the navigation bar along the left edge of the window
  • The top blue bar
    • The organization name and user name
    • The user avatar and how to modify user information, reset a password, change a signature and more
    • How to get to help including submitting a case and reviewing documentation
    • Full screen mode
  • Zooming in and out using the Chrome browser zoom

NOTE:

Some Citrix users may not be able to see the Chrome browser URL bar or it may be hidden. There are a few functions like Zoom that are controlled through the vertical elipsis menu in the browser URL bar. In this case, there are keyboard shortcuts


PC Mac
Zoom in
CTRL + (control Scrool wheel also)
Command +
Zoom out CTRL - Command -
Show console CTRL-SHIFT i or F12 Command Option i
Refresh CTRL-SHIFT R CTRL-SHIFT R

General work list overview

This video covers the following topics

  • How the work list columns and filters work
    • The top gray bar
      • + Study button (covered in a different video)
      • Saved Filters (see separate video below)
      • Using the People filter
      • Using recently opened
      • Using the patient search to find less recent patients and studies
      • Refresh
      • Export
      • Clear
      • Work list configuration (See separate video below)
    • Column headers - Sorting and Filtering
      • Default sort by Performed/Scheduled/Created Date
      • Modifying the sort
      • Filter by one or more than one column
  • Scroll and navigate
  • Limits of number of loaded studies

Saved Filters (NEW in 2024)

This video covers the use of the new saved filter feature in EncaptureMD version 8 including the following topics:

  • Saving a work list set to specific filter and sort
  • Updating an existing saved filter or creating a new saved filter
  • Sharing a saved filter with another user
    • Sharing one of my filters
    • Subscribing or cloning a filter someone has shared with me

 

Work list configuration

This video covers how the EncaptureMD work list can be customized for individual users. Every user has their own work list configuration and with saved filters can build as many as they need.

  • Showing and hiding columns
  • Reordering columns
    • In the work list
    • In the work list configuration tool

Work list right-click

This video covers

  • Quick View - a quick way to open study demographic information without loading the whole study
  • Copy URL from Right Click and from within the Quick View to share with other properly privileged users
  • Open (study) in new window
  • Schedule for today
  • Assign Staff (See separate video)
  • Edit patient
  • Show Patient's Studies
  • Move Study
  • Restart Study
  • Resend Registry (only if registry active and study type has a registry)

The Study Tab

This video covers

  • Study information
    • Height, weight, BSA, BMI
    • Technical data
    • Miscellaneous
  • Scheduling (has separate video)
  • Patient history
    • Counter
    • Past history
  • Encounters/Admissions/Discharge (has separate video)
  • Study tags (has separate video)
  • Report status (covered in the Report Tab video)
  • Reasons for study
  • Receiving MD
  • Staff list
  • Study chronicle

Study Tags

The Report Tab

This video covers the use of the report tab with the following content

  • Multiple reports, required reports and privileges
  • Validation
  • Auto-generate vs. Edit modes
  • Drafts
  • Previous studies
Previous Article Pathology Labs Module
Next Article How do I amend a report?