Forms & Reports
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MMEx has updated the user interface, version 1 is no longer supported.
We encourage you to use these resources to support your transition to the new UI.
Speak with your Organisation Administrator (or MMEx Helpdesk if you don't have one) about turning on the new User Interface.
Org Admins, refer to Turning on the new UI to find out how to activate the new User Interface for your organisation and users.
The image below gives you an overview of the key functional features of the new MMEx User Interface.
As you read through the user manual and this summary of the changes, you will see references to these parts of MMEx as places to click or look in order to access the parts of the program that you use.
Click on the image to see an enlarged view.
On the left side of your screen you will see the main menu options. This is called the Side Menu.
Click on an icon to open that menu. Close a menu by clicking the icon again, or by clicking outside of the menu.
Menu items are grouped according to function.
Messaging is where you will find communication related items including:
Forms & Reports all forms and reports can be found on this menu.
You can still save favourites as you previously did, they will be listed on this menu. The forms and reports pages can be accessed through the link in this menu.
There are also a range of tools available, this display will be customised according to your user permissions.
The first column is actions.
In this list you will find links to key actions that you may wish to undertake with the patient record including:
Some of these links open a pop-up over your current window, others navigate you directly to a page or form.
The Clinical menu options include the items you previously accessed from the left side menu as well as links to clinical activity-related pages.
When you open one clinical page, the others will be available to you via the Navigator menu, or a series of tabs. This display choice is an organisation setting.
You will find direct links to the “tabs” that you previously accessed through the Patient Details button.
When you open one patient details page, the others will be available to you via a series of tabs.
All specialty modules that you are authorised to access will be located here.
Each module is stand-alone and opens up individually.
In the middle of the screen you will see the Clinical Record Navigator
Use the arrows to move through the menu, or click on the displayed title to see the complete list of Primary Clinical Record screens The order of screens remains as it was previously to ensure that workflows are as similar as possible.
As an organisation you may choose to view tabs instead of the navigator. Your organisation administrator can configure this.
At the top of every side menu you will see a search box. This is a Global Search field which means it will search the entire system as well as an open patient record for a match.
Type what you're looking for, into the box. MMEx will show you possible options below the search box. The search results will include links to:
This search box is the fastest way to find something in MMEx if you're not sure where to look.
In this example I have entered the search term “doc” the search results show me page options that contains that term, as well as a list of patients whose names include that letter combination
In this example the search term “check” shows me the link to forms and reports that include that search term.
In this example the search term “hear” shows me a link to the Ear Health and Hearing Specialty page in the patient file that I currently have open and a report.
The old “left hand” Menu
With a Patient Record open, click on the Patient Widget.
In the menu, under Clinical, you will find the names of each primary page of the clinical record, and under Specialty, the Specialty pages.
Alternatively, use the Navigator arrows to scroll through the pages, or select from the drop-down list that appears when you click the Navigator title. Your organisation may also choose to turn off the navigator and continue to use tabs. This is an organisation setting.
In the Patient Demographic Header, click on Edit Details under the Patient Avatar to open the complete Patient Details module.
Alternatively, click on the Patient Widget and in the Patient Details column, you will see links directly to the page you want. You can still right click in the Patient search list to access Patient Details.
Here are some of our staff's favourite new features and shortcuts.
MMEx now includes a configurable Dashboard that allows you to create a customised “menu” of links to pages and patients in MMEx.
You can access the Dashboard at any time by clicking on the grid icon near the user menu.
When you first open the dashboard you will see a welcome message, some default links and an Edit button.
Customising your dashboard with a patient record open will result in some links (eg. forms and clinical record pages) being set to open with a patient context (the one currently open). We recommend ensuring that all patient records are closed BEFORE you edit your dashboard, unless that is your intention.
Once you have selected your dashboard items you can adjust the size and position of items easily.
Use drag and drop to rearrange your icons to your preferred configuration.
You can resize individual icons by placing your cursor on the edge of a tile and use the arrows to drag the shape to your preferred shape. The tile you are resizing will be highlighted with a blue border.
To make further modifications after you have saved the dashboard, click Edit again.
Prepare your organisation by doing the following:
You have three options for your organisation:
Use Clinical Navigator (choosing No will revert to tabs) Options Yes/No.
Set to Yes, by default.
If your organisation needs assistance with transitioning your staff to the New UI, contact helpdesk for support.