User Guide


Creating a New Account

Upgrading Your Account

Creating Additional User Accounts (paid Subscriber Accounts only)

Creating a Patient Image Folder on your Computer

Creating a New Patient or an Image Collection and Uploading Images

Managing Your Images

Tagging Patient Images

Viewing an Image

Sharing Images or Documents



Creating a New Account

This section explains how to create a new DentalSharing.com account.

• Go to the DentalSharing.com home page.
• Click on Create Account.
• Create an account by completing all required fields marked with an *.
• Click on Create New Account.
• If you have created an account in response to an invitation from another user, you will be taken directly to the User Home Page. Otherwise:
  
  • A page will be displayed requesting that you check your email inbox. You will have received a mail containing a link which will enable you to confirm your email address and activate your account.
  • Click on the activation link. You will be taken to the Login page.
  • Enter your email address and password. Click the Login button.
  • You will then be redirected to the User Home Page.
• On the User Home Page, will see links to four sections:


• My Account
  In this section you can manage your account information, create additional users within your account, and manage user passwords.
• My Patients
  In this section you can create and manage your patient files and image collections, and share images and documents with others.
• My Network
  This section lists all of the people who have shared images and documents with you or with whom you have shared images and documents.
• My Shares
  This section lists all of the images and documents that you have shared with others or that have been shared with you. Once you have selected a share, you will be able to view the shared images and documents and exchange comments with the other party. This section also provides a historical record of all your share activity.

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Upgrading Your Account

If you signed up to the Dentalsharing.com service in response to a share invitation, you are provided with a Viewer Account by default, and will be able to upgrade your account to either Trial Account or Subscriber Account status. If you signed up to the service independently, you will be provided with a Trial Account by default, and will be able to upgrade your account to Subscriber Account status only. To upgrade your account, follow these steps:

• From the User Home Page, click on My Account.
• Click on Upgrade Account.
• Select the type of account you wish to upgrade to. Upgrades to Trial Account status are free; all other upgrades require payment by credit card unless you have an applicable coupon code for a free upgrade.
• Enter any coupon code you have in the field provided and click the Apply link to apply the coupon discount to your purchase.
• If necessary, enter your credit card details.
• Click on the Upgrade Account button to process your account upgrade. If your upgrade requires payment, you will be asked to confirm your credit card details before they are submitted for payment.
• You will be taken to a confirmation page showing your new account status and confirming receipt of any payment made.
• Click on Return to My Account to return to the My Account page, or Home to return to the User Home Page.

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Creating Additional User Accounts (paid Subscriber Accounts only)

This section explains how to create additional user accounts (this applies only to paid Subscriber Accounts). You will need to be an account administrator in order to perform this function.

• From the User Home Page, click on My Account.
• Click on Create User.
• Enter the new user information into the form. You will need to enter (and retype) a temporary password for the user.
• The new user will receive an email notifying them that an account has been created for them and that their temporary password will be verbally communicated to them by the account administrator. The new user will need to click on the link in this email in order to log in to the system. They will be required to change their temporary password once they have logged in. System access will not be granted until the temporary password has been changed.
• If the user mislays the confirmation mail, you should pull up the user from the User List on the My Account page, and then click on Change User Password. This will result in a new confirmation mail being sent to the user.
• Once the user has logged in and changed their password, the user's status will be updated from Unconfirmed to Active. At this point you may upgrade their account status to Administrator if you wish to grant them administrator privileges.
• Changing a user's status to Archived or Suspended will result in the user no longer being able to gain entry to the system. You may reverse this change at any time.
• You cannot change a user's status from Unconfirmed to another status. The user needs to log in and change their password for this change to occur. Similarly, you may not change a user's status to Unconfirmed from any other status (although changing a user's password will put them into Unconfirmed status until such time as they log in and change their password themselves).

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Creating a Patient Image Folder in Your Computer

This section explains the steps you should follow on your computer prior to uploading images and/or documents to DentalSharing.com.

• In order to upload images and documents to the DentalSharing.com system, you must first create a folder on your computer for each patient whose images and documents you intend to share.
• You should create this folder in a manner that is consistent with the patient image folders that you have created in the past for data exported from your existing office practice system.
• Once the respective folders have been created and populated with the desired images and documents, you will be able to begin uploading and sharing this data with your colleagues and/or patients using DentalSharing.com.

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Creating a New Patient and Image Collection and Uploading Images

This section explains the steps that one must follow to create patient files on the DentalSharing.com system and how to upload patient images and/or documents to the respective patient files. Sharing these images and/or documents will be explained in a later section.

• From the User Home Page, click on My Patients.
• You will be taken to the My Patients page.
• Click on the Create New Patient button.
• Enter the patient information. Required fields are marked with an *.
• Click on the Create New Patient button to add the new patient.
• Review the patient information and make any corrections using the Edit Patient Details button.
• Click on the Create Image Collection button.
• Enter a Collection Name and, optionally, a Description.
• Click on the Create Collection button.
• You will be taken to the Image Collection page. From here you can:
  • Edit Collection Details
  • Upload Images to the Image Collection
  • Return to Patient Details
  • Return to My Patients
  • Manage images and documents
• To upload images or documents to this collection, click on the Upload Images button.
• Your browser will open a dialog box from which you can locate the file folder you previously created containing the images and/or documents to be uploaded.
• Once you have opened the folder, select any or all images or documents and then click the Open button.
• You will see the progress bars update as each file is uploaded.
• If for any reason you have to stop the upload, click the Cancel Upload button.
• Once all of the files are uploaded, their respective thumbnails will be displayed in the Images section.

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Managing Your Images

This section explains the various options available to manage uploaded patient images and documents.

Once images and documents have been uploaded to a collection, there are two ways to manage them from this Image Collection page;

• From the Image Collection page there are four available options to manage individual images:
  • View
    With this option you can view your image either at Display size or at Full Size. The following options will also be available to you in the Image View mode, along with a Delete option.
  • Tag
    This option allows you to assign Tags to an individual image.
  • Share
    This option allows you to share a single image.
  • Download
    This option allows you to download a single image to your local machine.
  • Title
    This option allows you to create or amend a title for each image.
• On the Image Collection page there are four available options to manage single or multiple images in the collection:
• Tag Images
  By clicking on the Select All link or selecting individual images with the Select checkbox under the image and then clicking the Tag Images button, you can assign specific tags to the images selected. If only one image is to be tagged, click on the Tag link under that image.
• Share Images
  This option will allow you to share one or more images with a colleague. After you have shared the images, you will be able to exchange comments with the person you shared the images with.
• Delete Images
  This option will allow you to delete images from the Collection if they were uploaded in error. If an image has been shared and viewed by the recipient of your share, it cannot be deleted.
• Upload Images
  This option allows you to upload additional images to the Collection.

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Tagging Patient Images

This section explains how you can use the Tagging feature to add information and/or descriptions to uploaded patient images and documents that provide more specific information.

• Either from the Image Collection Page or from the View Image page, select either the Tag link or the Tag Images button. For a new collection you may wish to click Select All to select all images in the collection and then click the Tag Images button. This will allow you to quickly:
• Add a date to the collection
• Select a series type for the collection
• Apply common tags to all of the images
• You will be taken to the Tag Images page.
• Enter a date for the collection and click Update.
• Select a series type of FMX, Limited, Photos or Other.
• Select any tag to apply to all of the images.
• Click on any image to confirm the date that was entered and the tags that were applied.

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Viewing an Image

This section explains the options available subscriber when viewing patient images documents.

• Click on any image or the View link under the image.
• You will be taken to the Display Image page.
• On this page there are the following options to choose from:
  • Download
    This option allows you to download a single image to your local machine.
  • Full Size
    This option allows you to view the image at full size.
  • Tag
    This option allows you to assign Tags to the image.
  • Share
    This option allows you to share a single image.
  • Delete
    This option allows you to delete the image from the Collection if it was uploaded in error. If an image has been shared and viewed by the recipient of the share, it cannot be deleted.
  • Return to Collection
    This option allows you to return to the Image Collection containing this image.
  • Title
    This option allows you to add or change a title for this image. This option is located directly under the image.
  • Edit
    This option allows you to manipulate the image using zoom and enhancement tools.

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Sharing Images and Documents

This section explains the steps that you should follow to share images and documents with colleagues.

• To select one or more images or documents to share, there are several options:
  • From the Image Collection page, select one or more of the images and click on the Share Images button.
  • To share a single image, click on the Share button under the image.
  • From the Display or Full Size Image Display pages, click on the Share button to share that image.
• You will be taken to the Share Images page.
• In the To: field, enter the email address of the recipient.
• The Subject and Description fields will default to the information entered when the Image Collection was created. You can add additional Subject or Description notes as needed.
• Click on the Share Images button.
• The recipient of the share will receive an invitation to view the image or images you have shared. If this is the first share they have ever received from DentalSharing.com, they will be asked to sign up for a Viewer Account. They will not be required to create a paid Subscriber Account. If they so choose, they can upgrade to a Subscriber Account or to a Trial Account which will allow them a 30 day free trial of the full service.
• Once the share has been sent, prior to returning to the Image Collection, there are some options available to you at this time (and at any time in the future):
• Edit Share Details
  If necessary, you can edit the Subject and Description fields. These changes will be visible to the recipient when they next view the share.
• Add More Images to Share
  This option allows you to add additional images to the share. These images will then be visible to the recipient when they next view the share:
• Click on Add More Images to Share and you will be taken back to the Image Collection page that the original share was generated from.
• Select one or more images and then click on Add Selected Images.
• You will be returned to the Share page which will now display both the original and additional images.
• You now can add more images or delete images (as long as at least one image remains in the share. Note that if the recipient has viewed images within the share, they cannot be deleted.
• Once you have added an image, images or documents to your share, the recipient will receive an additional email alerting them that additional images were added to the share. This mail will contain a link to view the share and the new images or documents.
• Add Comment
  After creating a share, you can add comments to it. A mail will be sent to the share recipient each time you add a new comment. The recipient also can add comments to the share, and you will receive an email notification each time they do so. To add a comment:
• Click on Add Comment.
• The comment box will be displayed.
• Type your comment in the comment box. Click on the Add Comment button and the comment will be posted.
• Return to Collection
  Once you have created a share and completed any additions or modifications, click on Return to Collection to return to the Image Collection that the shared images or documents originated from. On the Image Collection page, you will see that there is a list of the shares created using images or documents from this collection. You can open any of these shares by clicking on the Subject line of the share. From here you can add or reply to a comment and/or add additional images to the share.
• From the Image Collection page, you also have the following options:
• Return to My Patients
  This option will return you to My Patients to Create a New Patient or to open an existing patient record and create a new Image Collection.
• Home
  This link is displayed at the top right of each page and allows you to return to the User Home Page.
• Logout
  This link is also displayed at the top right of each page. You should log out at the end of your session in order to avoid leaving a patient's Protected Health Information visible to unauthorized parties.

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