®

 

 

 

Epitomax® Behavioral Health Software:

User Interface (UI) Enhancements

 

Epitomax® 9.0

Last Revised – January 24, 2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Welcome Message: Click here for a Welcome Message demonstration video

 

With the updated user interface, there is a message as part of the menu header that lets you know who is logged in:

 

 

 

Responsive Design: Click here for a Responsive Design demonstration video

 

Epitomax's user interface is responsive to the user’s screen size. The menu dynamically resizes based on the user's screen width.

 

Large Screen Width:

Accounts Receivable. 
This is urgent! 
Enjoy the new menu everyone! 
Getting Started with Epitomax@ 
Setup Guide 
Training Guides 
Administration 
Client Tracking 
Reports 
HTML 
Scheduling. 
Service Activitf 
PDF

 

 

Mobile and Smaller Screen Width:

epitoma•ef 
by 
This is urgent! 
Enjoy the new menu everyone! 
Getting Started with Epitomax@ 
Setup Guide 
Training Guides 
Epitomax Administration 
Epitomax Intake & Scheduling 
Accounts Receivable 
Clinical Documentation 
How To 
End of Month Closing Procedures 
Form Comments/Feedback 
Epitomax go Release Notes 
How To Use Batch Electronic 
How To Quickly Add Multiple 
Clients To Groups 
• ICD-IO Enhancements - New 
Customers 
• ICD-IO Enhancements - Existing 
Customers 
HTML 
HTML 
HTML 
HTML 
HTML 
HTML 
HTML 
HTML 
HTML 
HTML 
HTML 
HTML 
PDF 
PDF 
PDF 
PDF 
PDF 
PDF 
PDF 
PDF 
PDF 
PDF 
PDF 
PDF                    

 

 

 

 

 

Combined Menu and Header: Click here for a Menu/Header demonstration video

 

The menu ( left navigation ) and header are merged in the new UI.

 

Original UI:

Epitomax 
Alert (165) 
Inbox (15) 
This is urgent! 
Enjoy the new menu 
Bulletin Board 
psytechsolutio 
Feedback 
Heb Desk

 

 

New UI:

epitoma% 
Accounts Receivable. 
Administration 
Client Tracking 
Reports 
Scheduling. 
Service Activitf

 

 

·         The Alert, Inbox, Bulletin Board and Direct links are now located in the Envelope section.

o    The envelope will change colors depending on whether you have messages or not.  If you do NOT have messages/Alerts, it will be black.  If you have messages, it will be red (like it is on the screen capture).

·         The Logout, Feedback, Help Desk, Support, Help, Home, Bookmark Epitomax links are located in the Cogwheel section.

    

 

 

neog 
Roqul        *saa d!aH 
voddnS 
getuouda 
*aeqpaa A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bulletin Board: Click here for a Bulletin Board demonstration video

 

Original UI:

 

The Bulletin Board information was previously in black font and would scroll across the screen if configured to do so. 

 

Machine generated alternative text:
Epitomåk@ 
Enjoy the new menu everyone!

 

New UI:

 

The Bulletin Board is colored Bright Yellow and is attention-grabbing. The Bulletin Bar is closeable but will display once a user logs back into Epitomax to remind them of the message.

epitoma% 
Accounts Receivable. 
by 
Enjoy the new menu everyone! 
Administration 
Client Tracking 
Reports 
Scheduling. 
Service Activitf

 

 

 

 

 

Epitomax System Alerts: Click here for a Epitomax System Alerts demonstration video

 

Original UI:

The Urgent Alert Message from Epitomax [if there is an urgent system wide notification to all customers] was originally displayed in red text in the header.

Epitomax 
Alert (165) 
Inbox (15) 
This is urgent! 
Bulletin Board 
psytechsolutio 
Feedback 
Heb Desk

 

New UI:

The Alert is colored Bright Red, and is an eye catching bar that stays across the top of the screen to ensure everyone will notice it.

 

epitoma% 
This is urgent! 
Accounts Receivable. 
Administration 
Client Tracking 
Reports 
Scheduling. 
Service Activitf

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Menu Details: Click here for a Menu Detail demonstration video

 

The Sections and Pages have moved from the left-hand toolbar to a top menu.

 

·         This provides more screen real estate for one to be able to see pages.

·         Makes Epitomax easier to use on mobile devices.

·         Note: Activating and deactivating sections (drop downs) and pages (menu items) will continue to be configured in Security Maintenance.

 

Reports are now ALL under the Reports drop down menu.  You would previously have to go to different sections in the toolbar to find them.

 

epitoma% 
Accounts Receivable. 
This is urgent! 
Enjoy the new menu everyone! 
Getting Started with Epitomax@ 
Setup Guide 
Training Guides 
Epitomax Administration 
Epitomax Intake & Scheduling 
Accounts Receivable 
Clinical Documentation 
How To 
End of Month Closing Procedures 
Form Comments/Feedback 
Epitomax go Release Notes 
Administration 
Client Tracking 
Reports 
Scheduling. 
A/R Reports 
837 Generation Status 
Account Event Log Report 
Aged Receivables 
Aging Audi Report 
Allowance Batch Listing 
Allowance Journal 
Allowance Summary Analysis 
Approved Refunds 
Billed Charge Corrections 
Billed Paid Denied Report 
Billing Statt Productivty Report 
Cash Summary Analysis 
Charges Generated Report 
Charges Summary Report 
Administration Reports 
Billing Dashboard 
Change Organization On Payors 
Clinical Quality Measure 
Calculation 
Clinical Quality Measure Report 
Service Activitf 
Claim Batch Listing 
Claim Vitrklist 
Clinical Services Report 
Days in Report 
Depost Listing 
Non-patient Receipts 
Patient Bills 
Patient Statement On-Demand 
Patient Statement Register 
Patient Statements 
Payment Allocation Report 
Payment Arrangement Report 
Payments Received Report 
Payor Performance Report 
Haps Quarterly Resuts 
Login Tracking 
Meaningful use Measure 
Calculation 
Meaningful use Measure Report 
Mike Test Chan 
• CD-IO 
Use Batch Electronic Eligibility' 
Quickly Add Multiple Clients To Groups 
Enhancements - New Customers 
Print Invoices 
Provider Reconciliation Report 
Rebill Requests Report 
Receipt Journal 
Receipts ay Payment Type 
Receipts by Application 
Receipts by GL 
self-pay Bills 
Statt Productivty Report 
Statement Batch Listing 
Timely Filing 
Unbilled Charges 
Unclaimed Charges Report 
New Payors Report 
Organizations Report (I) 
Payors ay Organization Report 
Recent Reports (by user Name) 
Securty Configuration Report

 

 

If you historically used the "Customer Satisfaction" section, this will now be called Client Satisfaction and is located under the Client Tracking drop down menu for you to be able to record your client complaints in the same place where you work with the rest of your client menu items.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Info Buttons: Click here for an Info Buttons demonstration video

 

Epitomax has converted the client record header and episode header to "Info Buttons".

 

Client Info Button:

 

·         Displays Name, Case #, DOB, Universal Patient ID (if the client has one) and any Alerts the client has.

 

Episode Info Button:

 

 

·         Displays Admission Type/Program, Status (if Closed), Date of Admission and Date of Discharge (if Closed).

 

This replaces the original Patient Record and Admission Headings:

 

 

 

 

Info Buttons have been designed to help users quickly navigate through the system. Clicking the "X" will remove the button. If you are currently working in the Client Record and close the Client Info button, it will re-direct you to the client "Quick Search" so you can select a new client. If you are not working in the Client Record and close the Client Info button, the information will be cleared only and you can continue working without being redirected to the quick search. Clicking on the description on the info button will direct to the related "Home Page" of that info button ( ie. the Client Record will take you the client record screen. )

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Menu Items & Info Buttons: Click here for a Menu Items & Info Buttons demonstration video

 

Some menu items in Epitomax use information from the Info Buttons to more quickly take you where you want to go. Common examples are the "Client Record" and "Episode" links. Previously these menu items were hidden until a user was working in client record or episode respectively and clicking them would take the user back to the main Client Record or Episode screens. Now these menu items will always be shown. If a menu item is selected and the corresponding Info Button is not already populated, you will be directed to a "Quick Search" to provide that info before being forwarded.

 

NOTE: If no Info Buttons are listed, the "Client Record" and "Episode" menu items are a great tool to quickly search and navigate records.

 

 

 

Original UI:

Menu Items such as Client Record and Episode would be hidden/shown based on where you were in your navigation of the client's chart.

Client Tracking 
Access Center R quest Mgmt 
Client Record 
Client Search 
Client Payor Verification VVorkIist 
Client Summary (ABC) 
Clinical Decision History 
Diagnosis VVorkIist 
Manage Inquiries 
Medical Records 
New Client 
New Client Vivtth Instance ot Contact 
LIN Work List 
Upload Lab Resuts

 

 

New UI:

Menu Items such as Client Record and Episode are always visible to provide a quick search.

Client Tracking 
Access Center Request Mgmt 
Client Payor Verification VVorkIist 
Client Record 
Client Search 
Client Summary (ABC) 
Clinical Decision History 
Reports 
Diagnosis Vitrklist 
Episode 
Manage Inquiries 
Medical Records 
New Client 
Scheduling. 
Service Activitf 
New Client Vivtth Instance ot 
Contact 
Nursing 
LIN Work List 
Upload Lab Resuts 
Utilization Management