Administrator Series

Audience: axiUm System Administrators, IT Support, Power Users

Series Overview:

The axiUm Administrator Learning Series is designed for system administrators and advanced support staff responsible for configuring, maintaining, and supporting axiUm within the clinical or academic environment. Rather than focusing on front-line clinical workflows, this series provides a behind-the-scenes view of how axiUm is structured and managed, giving administrators the context needed to support users, maintain data integrity, and ensure consistent, reliable system operations.

Through a foundational overview of key axiUm modules, administrators will learn how the system supports patient management, scheduling, charting, treatment planning, and academic or clinic operations from an administrative perspective. The courses emphasize core navigation, essential terminology, and system configuration concepts that impact documentation standards, workflow consistency, and overall system usability. This learning series prepares administrators to confidently manage records, troubleshoot issues, and support effective use of axiUm across the organization.

 

Series Completion Outcomes

Upon completing the axiUm Administrator Learning Series, learners will:

  • Navigate key modules in axiUm with confidence

  • Have a solid foundational understanding of axiUm administration

  • Be better equipped to support clinical and administrative users

  • Understand how system configuration impacts workflows and data

  • Approach administrative responsibilities with greater confidence and consistency

     

How to Gain Access
To gain access to these courses please contact your axiUm System Administrator so they can submit an access request form. Once this is complete, you will receive an email with login instructions.

 

Launch Administrator Series

 

Audience: axiUm System Administrators, IT Support, Power Users

Course Overview: This course provides learners with a comprehensive introduction to navigating the axiUm platform and understanding the foundational role of the Maintenance module. Participants will learn how axiUm is structured, how modules are organized and accessed based on user roles, and how to efficiently move through the interface using the menu bar, navigation panel, module windows, and status bar.

 

Learning Objectives

By the end of this course, learners will be able to:

  • Navigate the axiUm interface with ease.

  • Identify and access core and plus modules through the navigation panel.

  • Find help resources—both general and maintenance-specific—to support your work.

 

Audience: axiUm System Administrators, IT Support, Power Users

Course Overview: This course provides a practical introduction to managing patient records and related administrative data within the system. Learners will develop the skills needed to efficiently search for and maintain accurate patient information, ensuring records are complete, organized, and correctly linked to supporting details such as guarantors and insurance plans.

Participants will learn how to customize patient search displays, add new patient records, manage family and guarantor relationships, and properly associate insurance benefit plans to support accurate billing and reporting. The course also covers identifying relevant codes within the Maintenance module and resolving data integrity issues by merging duplicate patient records using built in merge chart functionality.

 

Learning Objectives

By the end of this course, learners will be able to:

  • Search for patients using various criteria

  • Configure display settings for patient searches

  • Add new patient records

 

Audience: axiUm System Administrators, IT Support, Power Users

Course Overview: This course introduces learners to the Info Manager module in axiUm and its role in accessing, analyzing, and reporting on system data. Participants will learn how to navigate the Info Manager interface, understand report categories, and locate relevant information to support clinical, operational, and administrative decision-making.

Learners will gain hands-on experience creating, filtering, and customizing reports to meet specific needs, as well as saving and managing predefined reports with appropriate access levels. The course also covers exporting reports in common formats, such as Excel and text files, for external review, sharing, and further analysis.

By the end of this course, learners will be able to confidently use Info Manager to generate meaningful reports, manage report access, and efficiently share data to support organizational workflows.

 

Learning Objectives

By the end of this course, learners will be able to:

  • Describe the purpose and key functions of the Info Manager module in axiUm

  • Navigate the Info Manager interface and understand report categories

  • Create, filter, and customize reports to meet specific data needs

  • Save, organize, and manage predefined reports, including assigning access permissions

  • Export reports in Excel or text formats for external use and analysis

 

Audience: axiUm System Administrators, IT Support, Power Users

Course Overview: This course provides learners with overview of the Attachment Module in axiUm and how it supports documentation, communication, and compliance within the system. Participants will explore the purpose and functionality of the module, including how different attachment types are created, organized, and managed.

Learners will gain Handson experience configuring attachment sections, subtabs, and access levels to control visibility and security. The course also covers setting up and managing both general and treatment-based consents, including configuration options and business rules that support clinical and administrative workflows. In addition, participants will learn how to create mail merge letters to standardize communications and generate patient documentation efficiently.

By the end of this course, learners will be equipped to manage attachments, consents, and related communications accurately and in alignment with institutional policies.

 

Learning Objectives

By the end of this course, learners will be able to:

  • Explain the purpose and key functions of the Attachment Module in axiUm

  • Identify, organize, and manage various attachment types

  • Configure attachment sections, sub-tabs, and access permissions

  • Set up and maintain general and treatment-based consents, including rules and configuration

  • Create and manage mail merge letters for communication and documentation

 

Audience: axiUm System Administrators, IT Support, Power Users

Course Overview: This course introduces learners to the Forms module in axiUm and its role in supporting documentation, communication, and patient safety. Participants will learn how to navigate the module, recognize the different types of forms available, and understand how forms are used within clinical and administrative workflows.

Learners will gain practical experience creating new forms and setting access levels to ensure the correct users can view and complete them. The course also covers configuring and using medical alerts, enabling learners to highlight critical patient information and support informed clinical decision-making.

By the end of the course, learners will be equipped to manage forms and medical alerts effectively, supporting accurate documentation and safer patient care.

 

Learning Objectives

  • By the end of this course, learners will be able to:

  • Navigate the Forms module.

  • Identify the different forms that can be used.

  • Create a new form and set access.

  • Configure and use medical alerts.

 

Audience: axiUm System Administrators, IT Support, Power Users

Course Overview: This course provides a foundational overview of the Electronic Health Record (EHR) in axiUm and its role in managing patient clinical information. Learners will explore the key components of the EHR, including how to locate and interpret relevant patient data efficiently.

Participants will gain Handson experience navigating the odontogram, entering clinical chart information, viewing treatment history, and completing treatment plans. The course also covers approving treatment plans and using EHR display options to maintain clear, accurate, and up to date patient records.

By the end of this course, learners will be equipped to confidently document, review, and manage clinical information within the EHR, supporting consistent and effective patient care.

 

Learning Objectives

  • Identify key components of the Electronic Health Record (EHR) to locate relevant patient information.

  • Navigate the odontogram.

  • Input chart information, including adding treatments, and view the treatment history.

  • Complete and approve a treatment plan.

  • Maintain the EHR using EHR display options.