apteryx_imaging_user_manual_xv_ver_3-12_and_above.pdf
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APTERYX IMAGING
User Manual
Abstract
Abstract
Abstract
This document contains work instructions related to utilizing the dental
imaging application, Apteryx Imaging (XV) version 3.12 and above.
Copyright © 2011 Apteryx, Inc. Apteryx® is a registered trademark of Apteryx, Inc.
All rights reserved. All other trademarks and tradenames are the property of their respective owners.
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TABLE OF CONTENTS
TABLE OF CONTENTS ....................................................................................... 2
REVISION HISTORY ............................................................................................ 5
THE USER INTERFACE ...................................................................................... 6
GENERAL OVERVIEW ............................................................................................................... 6
MANAGING PATIENTS ....................................................................................... 9
OPEN/CREATE PATIENTS USING A PRACTICE MANAGEMENT BRIDGE ........................... 9
ADDING/CREATING A NEW PATIENT ...................................................................................... 9
OPENING AN EXISTING PATIENT RECORD.......................................................................... 11
VIEWING A PATIENT‟S IMAGES ............................................................................................. 12
VIEWING LAYOUTS/MOUNTS ................................................................................................. 16
EDITING PATIENT INFORMATION .......................................................................................... 17
DELETING A PATIENT ............................................................................................................. 18
CAPTURING IMAGES FROM A SENSOR ........................................................ 20
CAPTURING SINGLE IMAGES FROM A SENSOR ................................................................. 20
QUICK SENSOR CAPTURES ................................................................................................... 22
CAPTURING GROUP/LAYOUT IMAGES FROM A SENSOR .................................................. 24
CAPTURING IMAGES FROM SCANNERS ....................................................... 28
GENERAL INFORMATION........................................................................................................ 28
CAPTURING SINGLE IMAGES FROM SCANNERS ................................................................ 28
CAPTURING GROUP/LAYOUT IMAGES FROM SCANNERS ................................................ 30
CAPTURING IMAGES FROM AN INTRA-ORAL CAMERA .............................. 35
GENERAL INFORMATION........................................................................................................ 35
CAPTURING SINGLE IMAGES FROM AN INTRA-ORAL CAMERA ....................................... 35
CAPTURING GROUP/LAYOUT IMAGES FROM AN INTRA-ORAL CAMERA ........................ 37
IMPORTING IMAGES FROM AN EXTERNAL SOURCE .................................. 42
GENERAL INFORMATION........................................................................................................ 42
OPEN FILE DIRECT .................................................................................................................. 42
STANDARD IMPORT UTILITY .................................................................................................. 45
AUTO-IMPORT UTILITY ........................................................................................................... 48
IMAGE ENHANCEMENT ................................................................................... 51
GENERAL INFORMATION........................................................................................................ 51
BRIGHTNESS/CONTRAST (B/C) CONTROL........................................................................... 51
BRIGHTNESS/CONTRAST AND GAMMA CORRECTION ...................................................... 51
SHARPENING AND LAPLACE EDGE ENHANCEMENT ......................................................... 54
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NOISE REMOVAL ..................................................................................................................... 56
IMAGE MACROS ....................................................................................................................... 58
REAL-TIME FILTERS ................................................................................................................ 60
LABELLING IMAGES ........................................................................................ 63
GENERAL INFORMATION........................................................................................................ 63
ADDING AND MODIFYING LABELS, MARKERS AND ANNOTATIONS ................................ 63
CALIBRATING IMAGES AND ADDING MEASUREMENT LABELS ........................................ 65
MERGING A LABEL(S) WITH AN IMAGE ................................................................................ 71
DISTRIBUTING IMAGES – TRANSIT® ADD-ON COMPONENTS ................... 73
GENERAL INFORMATION........................................................................................................ 73
TRANSIT™ GENERAL EMAILER CREATOR .......................................................................... 73
TRANSIT™ EMAILER CREATOR............................................................................................. 77
FASTATTACH BY NEA ............................................................................................................. 78
XRAYVIEW™ E-MAILER CREATOR ........................................................................................ 82
XRAYVIEW™ CREATOR .......................................................................................................... 87
PRINTING IMAGES AND IMAGE-RELATED DOCUMENTS ............................ 93
GENERAL INFORMATION........................................................................................................ 93
PRINTING A SINGLE IMAGE.................................................................................................... 93
PRINTING MULTIPLE IMAGES ................................................................................................ 96
PRINTING LAYOUT IMAGES ................................................................................................... 99
DOCUMENT TEMPLATES ...................................................................................................... 102
APPENDIX A: COMMON FUNCTIONS AND UTILITIES................................. 109
MERGING PATIENTS ............................................................................................................. 109
MOVING IMAGES FROM ONE PATIENT TO ANOTHER ...................................................... 110
CREATING A PATIENT CD/DVD DISK .................................................................................. 112
FINDING IMAGES BY DATE ................................................................................................... 115
DELETING PATIENT IMAGES ................................................................................................ 117
EXPORTING PATIENT IMAGES ............................................................................................ 118
TAKE/RETAKE FROM (LAYOUT CAPTURE) ........................................................................ 119
APPENDIX B: CONFIGURING OPTIONS ....................................................... 121
GENERAL INFORMATION...................................................................................................... 121
THE „GENERAL‟ TAB .............................................................................................................. 121
THE „GENERAL 2‟ TAB ........................................................................................................... 122
THE „INTERFACE‟ TAB ........................................................................................................... 123
THE „INTERFACE 2‟ TAB ........................................................................................................ 125
THE „IMAGE‟ TAB .................................................................................................................... 127
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THE „SAFETY‟ TAB ................................................................................................................. 128
THE „DATABASE‟ TAB ............................................................................................................ 129
THE „SYNC‟ TAB ..................................................................................................................... 130
THE „SENSOR‟ TAB ................................................................................................................ 131
THE „LANGUAGE‟ TAB ........................................................................................................... 132
THE „TOOTH CONTROL‟ TAB ................................................................................................ 133
THE „TIME/DATE‟ TAB ............................................................................................................ 134
SETTING UP DEFAULT OPTIONS FOR ALL COMPUTERS ................................................ 135
APPENDIX C: CUSTOMIZING THE TOOLBAR .............................................. 137
GENERAL INFORMATION...................................................................................................... 137
CUSTOMIZING THE TOOLBAR ............................................................................................. 137
SETTING UP A TOOLBAR AS THE DEFAULT FOR ALL COMPUTERS .............................. 138
APPENDIX D: CUSTOMIZING LAYOUT DEFINITIONS ................................. 140
GENERAL INFORMATION...................................................................................................... 140
OVERVIEW OF THE „LAYOUT DEFINITION‟ DIALOG BOX ................................................. 140
COMMON LAYOUT TASKS: CHANGING THE CAPTURE ORDER ...................................... 142
COMMON LAYOUT TASKS: CHANGING THE CAPTURE SOURCE ................................... 142
COMMON LAYOUT TASKS: ADDING TILES ......................................................................... 143
COMMON LAYOUT TASKS: CREATING NEW LAYOUTS BASED ON EXISTING LAYOUTS
................................................................................................................................................. 143
APPENDIX D: THE APTERYX® IMAGING KNOWLEDGEBASE .................. 146
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REVISION HISTORY
Revision Level
Revision Date
Description of Revision
Revision Author
DRAFT
1/04/2011
Draft
Stefano Nguma
1.0
2/09/2011
Initial Release
Stefano Nguma
1.1
02/09/2011
Stefano Nguma
2.0
02/10/2011
Corrected step 1 “Open
Existing record” section.
Updated „Viewing Patient‟
Images‟ section to be more
indepth.
Moved „Viewing
layouts/mounts‟ section
below „View Patient
Images‟
Added drag-n-drop note to
Importing Images –
General Info.
Fixed grammar in Step 1
„Open File Direct‟.
„Real-Time Filter‟ images
updated to reflect generic
options.
Renamed doc from
“XV_2010_UserManual_OEM”
to “OEM_UserManual_XV”.
2.1
03/03/2011
Added „Take/Retake from‟
section per QM Ticket
#SRX00038.
Stefano Nguma
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Stefano Nguma
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THE USER INTERFACE
General Overview
The imaging application‟s user interface is designed to provide as much screen "real estate" as
possible for capturing, manipulating and enhancing images.
1. Main Menu: The main navigation menu.
2. Toolbar: The user interface provides a familiar Window's toolbar that is retrofitted with the
more frequently used options. Each operatory in a dental practice can have their own set of
commonly used options setup on the toolbar. (Refer to Appendix C: Customizing the
Toolbar.)
To accommodate user preferences, users can switch between a small toolbar size and a
larger toolbar which contains text descriptions of the functions associated with each button.
The smaller toolbar takes less room and increases the viewing area.
To switch toolbar size, select Window > Control Windows > Use Small Toolbar to enable or
disable the option.
3. The Desktop: The desktop is where images are displayed when they are being viewed or
captured from an external source such as sensors, scanners, etc.
4. Popoutbar: The user interface provides easy access to a range of commonly used features
and functions on the right-hand side of the user interface.
Toolbox – The toolbox control should be thought of as a cross between the standard
menu and a toolbar (with a few extra features). When selected, the control displays
various buttons that enable users to quickly access and execute the related
feature/function.
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With the exception of the Pointer button (
), all buttons on the toolbox have a
black triangle in the lower right-hand corner of the button which indicates the
presence of secondary menus. Secondary menus can be displayed by either
Clicking on the black triangle … OR … clicking and holding down the left mouse
button for about two (2) seconds.
To switch toolbox size, select Window > Control Windows > Use Small Toolbox to
enable or disable the option.
Open Patients - The patient control, when selected, can be used to quickly switch
between the various open patients in the application. To switch to another
patient, click on the patient's button in the patient pop-up control.
Teeth – The tooth selection control gives users an option to select one or more teeth
and view ALL the images related to the selection. Users can switch between adult
and deciduous tooth numberings by right-clicking on the control.
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B/C – The Brightness/Contrast control offers a real-time B/C adjustment tool that can
be utilized for diagnostics in real-time without modifying the original image. Refer to
Image Enhancements: Brightness/Contrast Control section for detailed information.
Calibration – The Calibration control allows users to store calibration factors from a
calibrated image. Calibration factors can be stored as quick calibrations, to be
manually applied to other images; or as an auto-calibration, to be automatically
applied to images that match the dimensions of the calibrated image. Refer to
Calibrating Images and Adding Measurement Labels for detailed information.
5. Status Bar: The status bar, located at the bottom-right of the user interface, is used for
displaying information about the current state of the program and providing quick access to
information associated with an image. Some features include:
Tool Tips And Status Indicators – Displays at the left of the status bar. Provides a
description of the operation associated with a toolbar button that the cursor is
hovering over. It additionally provides the status of an operation.
Patient Indicator - The patient indicator displays the patient that the user is currently
working with. If more than one patient record is open, the user can left-click on the
indicator to change to a different patient.
Current Magnification Indicator - The current magnification indicator displays the
magnification of the image currently being viewed.
Notes - The notes indicator appears in black when notes are associated with an
image (otherwise it is grayed out). To access the notes (or edit the notes) of an
image, you can click on this indicator with your left mouse button.
Modified Indicator - The modified indicator appears in black when the image or file
currently being worked on is modified.
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MANAGING PATIENTS
Open/Create Patients Using a Practice Management Bridge
The imaging application provides users numerous methods to create or open patient records.
Although patient records can be manually created, the most common method employed by dental
practices is through integration referred to as a Practice Management (PM) Bridge.
PM Bridging automates the patient creation process by “carrying over” patient (first name, last
name, id number, SS number) and demographic (birth date, gender, etc.) information from
common, third-party PM application to the imaging application. PM bridging assures that patient
information in the imaging application matches the information contained in the PM application.
A PM bridge can be established using the following methods:
NameGrabber™ - Apteryx‟s patented applet. When installed, NameGrabber runs in the
Windows System Tray. Users simply open a patient‟s record in the PM application by
clicking on the NameGrabber icon in the system tray. The imaging application is
automatically launched, the patient‟s information is carried over, and the patient‟s record
is opened or created. Visit www.apteryx.com for more information.
PM Datadrills – Thru the use of Apteryx‟s PM datadrills, the imaging application can
manually “pull” patient and related demographic information directly from a third-party PM
database and use it to create a patient. Datadrills are typically used in conjunction with
NameGrabber to fill in any missing information when pulling patient data from an
application Visit www.apteryx.com for more information.
Integrated PM Bridge / Command Line Options – The imaging application offers many
options to open patients using command line arguments. Parameters can be “sent” with
the application‟s executable file to open/create patients. Command line options are
useful to developers for creating a button within a third-party PM application that
automates the process of opening or creating the related patients image file. For more
information refer to the following online knowledgebase article: OVERVIEW: Command
Line Parameters.
In many circumstances, before a PM bridge is implemented, a dental practice manually creates patients
in the software. As a result, patient information may not exactly match the information being passed via the
PM bridge. After the PM bridge is implemented, the user may be presented with a „Patient Does Not Exist‟
dialog box when attempting to open a patient that DOES exist in the imaging application if there is a
mismatch with the patient information passed. Refer to the following online knowledgebase article for
instructions to update the existing patient: HELP: Error "Patient Does Not Exist".
Adding/Creating a New Patient
Manually Creating a Patient
To manually create a new patient record:
1. Select Patient > Add Patient from the menu on the main screen … OR … select the
Add Patient (
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) icon from the toolbar. The „New Patient‟ dialog box appears.
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2. Enter in the required patient information. The following restrictions are placed on the
following entries:
„SS Number‟
Maximum of 16 characters
Can contain characters, digits or symbols
„ID Number‟
Maximum of 64 characters
Can contain characters, digits or symbols
Patient information entry requirements can be configured by accessing Tools > Options and
selecting the Patient Definition Requirements button on the „General‟ tab.
3. Click on the Add button to create the new patient record. The title bar will refresh to
show the new patient record is open.
Importing a Patient
If another instance of an Apteryx Imaging patient database exists and is accessible to a
workstation, a user can import a patient file and its related images using the Import Patient
function.
To import a patient:
1. Select Patient > Import Patient from the main menu.
2. The „Select Path‟ dialog box displays. Use the directory tree to navigate to the applicable
patient‟s folder.
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3. Click OK. A new patient file will be created in the current patient database.
Opening an Existing Patient Record
To open an existing patient record:
1. Select Patient > Open Patient from the menu on the main screen … OR … select the
Open Patient (
) icon from the toolbar. The „Patient Index‟ dialog box appears.
2. Scroll down to find the patient record or enter one or more of the following types of
patient information in the search fields: first name, last name, ID number, and/or SS
number.
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3. To open the patient‟s record, double-click on the patient‟s file … OR … click on the
record to select it and then click on the Open Patient button.
4. Click on the Add button to create the new patient record. The title bar will refresh to
show the new patient record is open.
Viewing a Patient’s Images
Once a patient record has been opened, images captured for the patient can be viewed. The
imaging application provides three different options to access and view a patient‟s images.
Using The 'Open Patient Images' Dialog Box
1. After opening an existing patient record, click on File > Open … OR ...click on the Open
icon (
) on the main toolbar to display the „Open Patient Images‟ dialog box.
2. The available Images can be categorically displayed:
'By Image Type' - Select the desired type (Digital X-Ray, Scanned Document,
etc.) to view available thumbnails or a listing of related images.
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By Tooth' - Select the desired tooth number ... or ... click, hold down, and drag
the mouse button to select the multiple teeth. The user can toggle between Adult
and Deciduous teeth.
3. The bottom half of the dialog box, by default, display thumbnails of the images related to
the image type or teeth numbers selected above. Users have the option to display
related images:
'By Thumbnail' - To open a single image, double-click on the image thumbnail to
display it on the application‟s desktop. To open multiple images, select each
thumbnail one at a time.
'By Listing' - To open a single image, double-click on the image record listed. To
open multiple images, select each hold down the [Ctrl] key and select the desired
image records one at a time.
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4. Click on the Done button to open and display the selected image(s) on the application
desktop.
Using the 'Patient Index'
1. If the patient record has not been opened yet, click on the Open Patient (
search/find and the patient on the „Patient Index‟ dialog box.
) icon and
2. Thumbnails of all images are displayed on the patient‟s index card. Expand the „All
Images‟ collapsible list for options to filter images by year, month, or day.
To open a single image, double-click on the image thumbnail to display it on the
application‟s desktop.
To open multiple images, select each thumbnail one at a time.
3. Click Open Patient to open the patient file and display the selected image(s) on the
application desktop.
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Using the Tooth Selection Control
1. After opening an existing patient record, click the TEETH button on the vertical toolbar to
the right of the application‟s desktop to open the tooth selection control.
2. If desired, right-click to switch the tooth control to display either adult or deciduous tooth
numberings.
3. To view images:
Click on a tooth number to view all images related to that tooth.
To view images associated to multiple teeth, click, hold down, and drag the
mouse button to select the desired teeth.
Click on „Right‟ or „Left‟ to select a side of teeth
Click in a quadrant to select all teeth in a desired maxillary or mandibular
quadrant.
Click in the center to select ALL teeth.
4. The 'Tooth/Teeth Related Images' selection screen. Select each desired image
thumbnail.
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5. Click on the Open button to open and display the selected image(s) on the application
desktop.
Viewing Layouts/Mounts
A layout is a group of free-floating tiles displayed in a single workspace. The groups of images
are displayed in individual tiles within a layout.
1. Open a layout using one of the three methods described in the previous section.
The thumbnail representation in the „Patient Index‟ and „Open Patient Images‟ dialog boxes will
either display tiles within a layout or images within a layout depending on how the software options
are setup. To display thumbnail images, click Tools > Options > „Image‟ tab and enable Draw
real representations of layouts.
2. Once a layout is selected and open it displays in a „Layout View‟. All images in the layout
are displayed in their anatomical positions.
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3. Double-click on an image in a tile to zoom into that image. Performing this action displays
the selected image on the application‟s desktop in the Single Image View screen.
Additionally, the Layout View displays as a small floating screen on top of the Single
Image View screen to allow users to select and view a different image in the layout.
4. Double-click on the single image to zoom back out and return to the initial „Layout View‟.
Editing Patient Information
To edit an existing patient entry:
1. Open an existing patient record.
2. Select Patient > Edit Patient. The „Edit Patient‟ dialog box displays.
3. Edit the desired field and click OK to save the changes.
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Deleting a Patient
Users can delete a patient from the database using the „Delete Patient‟ function. Only one patient
can be deleted at a time using this functionality.
To delete a Patient:
1. If any patients are open, click File > Close All Patients. The Delete Patient function
requires all patients to be closed.
2. Select Patient > Delete Patient from the main menu.
3. The „Select Patient‟ dialog box displays. Find and select the patient from the list and then
click on OK.
4. The following warning messages display. If sure, select Yes on each to continue with the
deletion.
a.
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b.
c.
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CAPTURING IMAGES FROM A SENSOR
Capturing Single Images from a Sensor
Capture Sensor Image permits users to select the sensor they want to use from a list of
available sensors before a digital x-ray is acquired.
To capture from a sensor:
1. Add/create a new patient or open an existing patient record.
2. Place the sensor in the patient‟s mouth and then select the Capture Sensor Image icon
from the toolbar.
3. The „Capture Sensor Image‟ selection screen displays. Select the applicable sensor and
then click on OK.
4. The „Sensor Tooth Selection‟ screen will appear. Select one or more teeth to associate
to the image after the capture is complete. This will automatically setup the tooth
association with the image and properly orient the displayed image.
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Select a group of teeth by holding down the left-mouse button and dragging the cursor over
each tooth in the group. Release the mouse button when complete. Selected teeth will be
highlighted in grey.
By default, the „Sensor Tooth Selection‟ screen displays adult tooth controls. To change to
deciduous tooth control, right-click on the tooth control diagram and click Deciduous Tooth
Control from the menu.
5. If “Automatically proceed after tooth selection” is checked on the „Sensor Tooth Selection‟
screen, the software will automatically advance and prepare the sensor for x-ray
exposure. If it is not checked, click on OK to proceed to prepare the sensor for capture.
6. The sensor indicator will turn green when the sensor is ready to capture an image. A
vocal cue will also be heard if the computer has a sound card and speakers.
7. Proceed to shoot the x-ray. The new image from the sensor will soon appear on the
application‟s desktop. The amount of time it takes for the image to appear on the screen
is dependent upon the sensor manufacturer.
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8. The image file is automatically saved and stored in the patient‟s file if „Automatically save
patient images in their records after capture‟ is enabled in Tools > Options > „Safety‟
tab. If this option is not enabled, the „Save Modified Image‟ dialog box will display when
attempt to close the image, prompting the user to either Save, Save As, Export or
Discard Image. Select Save to save the image to the patient‟s file.
Quick Sensor Captures
Quick Sensor Capture is the quickest way to capture an image. The capture process is
streamlined to acquire from the last sensor utilized on the workstation.
To perform a quick capture from the last sensor used:
1. Add/create a new patient or open an existing patient record.
2. Place the sensor in the patient‟s mouth and then select the Quick Sensor Capture icon
from the toolbar.
3. The „Sensor Tooth Selection‟ screen will appear. Select one or more teeth to associate
to the image after the capture is complete. This will automatically setup the tooth
association with the image and properly orient the displayed image.
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Select a group of teeth by holding down the left-mouse button and dragging the cursor over
each tooth in the group. Release the mouse button when complete. Selected teeth will be
highlighted in grey.
By default, the „Sensor Tooth Selection‟ screen displays adult tooth controls. To change to
deciduous tooth control, right-click on the tooth control diagram and click Deciduous Tooth
Control from the menu.
4. If “Automatically proceed after tooth selection” is checked on the „Sensor Tooth Selection‟
screen, the software will automatically advance and prepare the sensor for x-ray
exposure. If it is not checked, click on OK to proceed to prepare the sensor for capture.
5. The sensor indicator will turn green when the sensor is ready to capture an image. A
vocal cue will also be heard if the computer has a sound card and speakers.
6. Proceed to shoot the x-ray and then the new image from the sensor will soon appear on
the application‟s desktop. The amount of time it takes for the image to appear on the
screen is dependent upon the sensor manufacturer.
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7. The image file is automatically saved and stored in the patient‟s file if „Automatically save
patient images in their records after capture‟ is enabled in Tools > Options > „Safety‟
tab. If this option is not enabled, the „Save Modified Image‟ dialog box will display when
attempt to close the image, prompting the user to either Save, Save As, Export or
Discard Image. Select Save to save the image to the patient‟s file.
Capturing Group/Layout Images from a Sensor
A layout is a group of free-floating tiles displayed in a single workspace. The groups of images
can be captured and displayed in individual tiles within the selected layout.
Layouts definitions specify the source (sensor, scanner, etc.) from which the image will be acquired. By
default, in layouts are configured to capture from sensors. If the tiles in a layout specify a source other than
a sensor, they will need to be modified or a similar one created to capture from a sensor. Select Tools >
Layout Definitions from the main menu and then refer to Common Layout Tasks: Changing the Capture
Source (Appendix D) for detailed instructions.
To capture layout images:
1. Add/create a new patient or open an existing patient record.
2. Click on the Capture Layout Images icon on the toolbar.
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3. The „Select Layout‟ screen displays allowing users to choose the layout definition to be
used for capturing. The application includes layouts for bitewings, posteriors, anteriors,
full-mouth series, etc.
By default, the imaging application displays available layouts in „Icon‟ view. Additional views
include „List‟ and „Icon and Name‟. Select the tab preferred for viewing layouts on the selection
screen and it will be stored as a default setting for the workstation.
4. Select the desired capture layout by double-clicking on it … or … click on it once to
highlight it and then click on OK. The selected layout will open up in capture mode. Note
that the first tile in the series is selected, awaiting an image capture. Additionally, note
that the related tooth numbers are displayed in each tile.
Warning: X-ray images will be automatically captured in the order set by the layout definitions.
They will be oriented according to the teeth defined in the layout tile. If the user deviates from the
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