Difference between revisions of "Vivos"

Revision as of 15:20, 11 July 2017

Documention for Vivos

Website can be found at https://orders.vivoslife.com and https://diagnostics.vivoslife.com/ Staging servers are: http://staging-vivosorders.sitefpo.com/ and http://staging-vivosdiagnostics.sitefpo.com/

Terms

Roles

Admin

Employees of Vivos with access to the administrative back end of the website.

Subscriber/Doctor

These are the clients of Vivos whose patients utilize the Vivos diagnostics website.

Vivos Diagnostician

These are the users at Vivos who examine patient information after the technician has added their information to the file.

Vivos Technician

These are the users at Vivos who examine patient files newly submitted by the doctor.

Vivos Admin 

These are the users at Vivos who can assign technicians, reorder images, and request more information from the doctors.

How-To For Vivos Diagnostics

Create a New Account

1. Click on CREATE A NEW ACCOUNT link.
2. Fill in required information and click SUBMIT.
3. The email named "Vivos Sign Up Notification Email" will be sent to the person specified in the SEND CONFIRMATION TO field.
4. To grant this new user access to the website, follow the steps in "Set Up User Roles" and "Grant Access to User Portal for Doctors" below.

Set up User Roles

1. Login and click ADMIN, MANAGE USERS, PEOPLE.
2. Search for a specific user and open that record.
3. Scroll down to the ROLE field and select the correct role. Click OK to save.
   

NOTES:

1. To add new user roles to the table go to ADMIN, MANAGE ADD-ONS, VIVOS APP, tbl_user_roles.
2. Click ADD and type in the new role name. Click OK to save changes.

Grant Access to User Portal for Doctors

1. After setting up the user role for the doctor, go to the GROUPS tab in the people record.
2. Check the box next to the group "Granted Vivos Diagnostic Access" or "International Granted Vivos Diagnostic Access" (for users outside of the US). Click OK to save.
3. Once access has been granted, the doctor will go to the Provider Dashboard upon login.
4. This dashboard shows the following information:

All Cases 

All cases entered by the provider.

Pending Cases 

Provider has opened a new case file but has yet to submit it. Action button reads VIEW and takes the doctor back to the patient's file to continue entering information.

In Review (Tech) 

Provider has submitted the new case file and it is being reviewed by a Vivos Technician. Action button is VIEW, which enables the doctor to view the patient file but not edit it.

In Review (Diagnostician) 

Provider has submitted the new case file and it is being reviewed by a Vivos Diagnostician. Action button is VIEW, which enables the doctor to view the patient file but not edit it.

Completed Cases 

Vivos has responded to the new case submission and compiled a report for the physician. Action buttons are VIEW to view patient file online or DOWNLOAD to open a PDF report.

Getting Password Help

1. If you forget your password, click on the link next to "I forgot my Password".
2. On the next screen, enter your email address and click SEND EMAIL. You will receive your password via email.

Opening a New Case for Doctors

1. After logging in to the provider dashboard, the doctor will click on OPEN A NEW CASE.
2. Next the doctor will enter all information requested and hit SAVE + CONTINUE on each screen.
3. Doctor will click on SAVE & RETURN TO DASHBOARD if he wants to submit the patient file at a later time.
4. After all information is entered about the patient, the doctor will select rush charges, radiology report, or sleep report if desired and enter payment information on the Order page; click Place Order to complete.
5. Click RETURN TO DASHBOARD to open another case or view current cases.

Grant Access to User Portal for Vivos Technicians and Diagnosticians

1. Go to ADMIN, MANAGE USERS, PEOPLE.
2. Open the record for the Technician or Diagnostician.
3. In the DETAILS tab choose the correct title from the ROLE field - Vivos Technician or Vivos Diagnostician.
4. Click OK to save.
5. Once access has been granted, the Technician or Diagnostician will go to the appropriate Dashboard upon login.
6. These dashboards show the following information:

All Cases 

All cases entered by the submitted to Vivos.

In Review (Tech) 

Provider has submitted the new case file and it is being reviewed by a Vivos Technician. Action button is VIEW, which enables the Technician to view the patient file and to upload the TECH REPORT. After uploading the report, the Technician will change the status to IN REVIEW (DIAGNOSTICIAN) and click SAVE.

In Review (Diagnostician) 

Technician has uploaded his report and it is being reviewed by a Vivos Diagnostician. Action button is VIEW, which enables the Diagnostician to view the patient file and to upload the FINAL REPORT. After uploading the report, the Diagnostician will change the status to COMPLETED and click SAVE.

Completed Cases 

Vivos has responded to the new case submission and compiled a report for the physician. Action button is VIEW to view patient file online.

Grant Access to User Portal for Vivos Admins

1. Go to ADMIN, MANAGE USERS, PEOPLE.
2. Open the record for the Vivos Admin.
3. In the DETAILS tab choose the correct title from the ROLE field - Vivos Admin.
4. Click OK to save.
5. Once access has been granted, the Vivos Admin will go to the appropriate Dashboard upon login.
6. This dashboard shows the following information:

All Cases in Review 

All cases assigned to a Vivos technician or diagnostician.

New Cases to Be Assigned 

Provider has submitted the new case file and it needs to be assigned to a technician by the Vivos Admin. Admin will click the ARROW in the Assigned Diagnostic Tech column to assign the Technician. To assign a different technician, the Vivos Admin can click on the PENCIL, which will bring up the ARROW to select a different technician.

One Column for Each Technician 

Shows technician name and number of cases assigned to that technician.

NOTE: In addition to assigning and reassigning technicians to a case, the Vivos Admin can also click the VIEW button to reorder the Facial Imaging photos and also to change the STATUS of the case. If the Status chosen is "More Info Needed", and when they click save it will save any changes and add a modal that allows the tech to add instructions for the doctor that get appended to an email notification and to an alert for the doctor's dashboard.

Set up S3 to accept CBCT files that will be included in downloaded patient files

1. Login and go to ADMIN, MANAGE ADD-ONS, VIVOS RE-DESIGN, VIVOS REDESIGN SETTINGS.
2. Click on the S3 CONFIG tab.

a. Enter the Vivos S3 Access Key
b. Enter the Vivos S3 Secret Key c. Enter the Vivos S3 Bucket d. Enter the Vivos S3 Region

1. Click OK to save changes.

How To For Vivos Orders

Create a New Account

1. Click on REQUEST ACCOUNT button.
2. Fill in required information and click SUBMIT.
3. The email named "Request Catalogue access notification email" will be sent to the person specified in the SEND CONFIRMATION TO field.
4. To grant this new user access to the website, follow the steps in "Set Up User Roles" and "Grant Access to Vivos Catalog" below.

Grant Access to Vivos Catalog for Subscribers

1. Login and click ADMIN, MANGE USERS, PEOPLE, and select the person you want to have access.
2. Check the box next to the group "Granted Vivos Diagnostic Access" or "International Granted Vivos Diagnostic Access" (for users outside of the US). Click Save.
3. If the user will receive special pricing, select the appropriate group: Vivos Partner Pricing, Vivos Prototype Pricing, Vivos VIP. Click OK to save.
4. Once the user's access has been granted, they will see the US or INTERNATIONAL catalog upon login.
5. From here they can ORDER products, or click MY ACCOUNT to update their profile or credit card on file or check the account history.

Warranty Request Form

1. This form is available at http://staging-vivosorders.sitefpo.com/WarrantyRequest.
2. The user will login and select the item and serial number of the return, upload a photo of the item and state the reason for the return. Click SUBMIT.
3. A Warranty Request Notification email is sent to Vivos and the request is saved to the table at ADMIN, MANAGE ADD-ONS, VIVOS RE-DESIGN, VIVOS APPLIANCE SERIAL NUMBERS.
4. The warranty request will place a check in the ITEM RETURNED field, enter the DATE RETURNED, fill in the RETURNED REASON, and provide a picture of the returned item.