Are you an OptosAdvance user looking for some quick tips to help train new associates and technicians? Or just need a refresher? The top five issues below represent what our customer excellence teams answer most frequently. Scroll to the bottom to download the full PDF. 

1. How to Access OptosAdvance

Accessing OptosAdvance depends on where you are storing your optomap images. Below are the three URLs for the US and Canada.

The website address for Local OptosAdvance is: http://optosadvance
Cloud Access in US:https://cloud.optos.com
Cloud Access in Canada: https://ca.cloud.optos.com

Input the address exactly as shown & press enter.

2. How to Edit a Patient Study

In the Patient Study Directory or Search bar, right-click a study then select Edit Patient/Study.

Make the necessary changes to the patient and study information.

To save your changes in a new study, select Copy to new study. To make changes to the original study, do not select this option.

To apply your changes to all studies for this patient, select Apply changes to all studies for the same patient.

If you are saving your changes in a new study and want to delete the original study, select Delete original instances.

Select Save.

3. How to Add a New User

Select Settings in OptosAdvance.

Under User Management, select Accounts/Existing.

OptosAdvance. user accounts are shown.

Select Add.

In the account area, enter the user’s information. (Information in yellow is required)

Role OptosAdvance role (Admin, User, Guest). By default, users have basic privileges, such as accessing the Patient Study Directory. Under privileges, you can add ones that are needed by highlighting them under Revoked and Select Grant.

Administrators have full privileges. Only Administrators can manage users.

4.  How to Merge Patients

This can be used if you have the same patient with two Id numbers or the same patient with two different spellings. From the Patient Study Directory or Search box, search patient name or ID number and select the checkbox beside the study that contains the patient information you want to copy into another study.

Select the checkbox beside the study you want to copy the patient information into.

Right-click one of the studies, then select Merge Patients.

Information for the selected patients is shown. To update patient information in all studies with the same patient Id, select Apply changes to all studies for the same patient. To use the patient information from the study shown on the left, select Merge to left. The study on the right will be updated to match the study on the left.

To use the patient information from the study shown on the right, select Merge to right. The study on the left will be updated to match the study on the right.

Select Continue. The patient information in the study is updated. If you selected Apply changes to all studies for the same patient, the patient information is also updated in all studies with the same patient Id.

5. How to Export Images

From the Patient Study Directory or Search box click on the study to open for viewing. You can change the layout and make any adjustments prior to exporting.

Click on Save Menu on the toolbar.

Click on Export.

At this screen you can Save as the following:

•Viewport (only one of the windows)
•Display (whatever is on the screen)
•Current Image (whatever image is clicked)
•Current Series (All images of one type)
•Current Study (All images)
•Key Images
•Choose Titles option appropriate for your use, All, Minimal, Light or None –a timed sequence will need ‘All’. This will keep/remove the information (name of patient, ID, DOB etc.) from the image(s) depending on the choice selected.

At the bottom right of the screen click Download.

You will see at the bottom left of the screen the name of the file.jpg.

This will download to the downloads folder by default.

Do you have more questions? Send us an email.

Want additional training materials? Log into the Customer Portal.

Click the image to download the document.