Using OfficeMate/ExamWRITER on an Apple ipad. October 2013

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1 Using OfficeMate/ExamWRITER on an Apple ipad October 2013

2 Limitation of Liability and Damages The information contained herein is subject to change without notice and is provided "as-is" without warranty of any kind. Nothing herein shall be construed as constituting an additional warranty. Eyefinity shall not be liable for technical or editorial errors or omissions contained herein. Copyright 2013 by Eyefinity, Inc. All rights reserved. Eyefinity International Drive, Suite 200 Rancho Cordova, CA Trademarks OfficeMate, OfficeMate Administration, and ExamWRITER are registered trademarks of Eyefinity, Inc. The Eyefinity logo is a registered trademark of Eyefinity, Inc. Apple and ipad are registered trademarks of Apple, Inc. AirPrint is a trademark of Apple, Inc. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other product and brand names may be trademarks or registered trademarks of their respective owners.

3 Using OfficeMate/ExamWRITER on an Apple ipad In this document: Understanding How OfficeMate/ExamWRITER Works on the ipad, 2 Getting Started, 3 Setting Up, 5 Using OfficeMate/ExamWRITER on the ipad, 8 Using an ipad to access OfficeMate/ExamWRITER can help you improve the patient experience in a couple of ways. By not turning away from patients during an exam to record data on a laptop, you can always be present with your patients. Additionally, the ipad has a cachet of cutting-edge technology, which can improve patients perceptions of their level of care. This document will tell you how to setup and use OfficeMate/ExamWRITER on an ipad and discuss its advantages as well as its limitations. Using OfficeMate/ExamWRITER on an Apple ipad 1

4 Understanding How OfficeMate/ExamWRITER Works on the ipad Understanding How OfficeMate/ ExamWRITER Works on the ipad OfficeMate/ExamWRITER does not run directly on the ipad. You can, however, use an ipad like a remote control to see the screen and interact with a computer that is running OfficeMate/ExamWRITER. To do this, you must have OfficeMate/ ExamWRITER installed on a Terminal Server (either in your office or in a hosted environment) or on a computer in your practice. You will also need to purchase a remote desktop protocol (RDP) app for the ipad through the App Store. We recommend the 2X Client RDP/Remote/Desktop app. Figure 1-1: Use the ipad to access the OfficeMate/ExamWRITER software running on a computer. The computer running OfficeMate/ExamWRITER can be a Terminal Server, a computer in your office, or a Terminal Server in a hosted environment. NOTES ExamWRITER was designed for use with tablet computers. Selecting check boxes to move through the exam enables you to tap your way through an exam with relative ease. While not designed specifically for the ipad, ExamWRITER has been tested on the ipad and works well through an RDP client. OfficeMate was not designed specifically for use with tablet computers. While you can access OfficeMate on an ipad through an RDP client, it may only prove useful for reviewing such information as the schedule and order history. Terminal Server is required for multiple, simultaneous connections to a single computer running OfficeMate/ExamWRITER. Terminal Services or Remote Desktop Services is included with Microsoft Server, but you will need to purchase enough client access licenses for the needs of your practice. To run OfficeMate/ExamWRITER on a Terminal Server, your license must also include the Remote Access option. 2 Using OfficeMate/ExamWRITER on an Apple ipad

5 Getting Started Getting Started Prior to using OfficeMate/ExamWRITER on the ipad, you must ensure that you meet certain requirements and that you have properly installed and configured an RDP app on the ipad. This section includes the following topics: Requirements, 3 Limitations, 4 Requirements Before you can use OfficeMate/ExamWRITER on the ipad, you must meet the following requirements. Requirement Apple ipad A soft-tip stylus 2X Client RDP/Remote Desktop, a remote desktop protocol (RDP) app, available from the App Store Wireless Router Security Terminal Services or Remote Desktop Services OfficeMate/ExamWRITER Remote Access License Notes First generation ipad or later. A stylus is much more effective than your finger for selecting drop-down menus, check boxes, and radio buttons. Use a stylus with a soft, rubber tip to protect your screen. Eyefinity tests and supports its products on the ipad with 2X Client RDP/ Remote Desktop. There are many RDP apps available with varying feature sets and degrees of security. Use only business-grade RDP apps g or better. Enable wireless security. While not a requirement per se, Eyefinity strongly recommends that you take the following security precautions: Enable Auto-Lock and Passcode Lock in the General settings Enable Find My ipad in the icloud settings. OfficeMate/ExamWRITER must be running on a server or computer with Terminal Services running and configured. You must purchase the Remote Access option for your OfficeMate/ ExamWRITER license. Using OfficeMate/ExamWRITER on an Apple ipad 3

6 Getting Started Limitations There are a few limitations to using OfficeMate/ExamWRITER on an ipad: Limitation AirPrint is not supported. Some windows may require scrolling. Equipment will not connect to the ipad Apple s Zoom accessibility feature is not compatible with RDP apps. The ipad name cannot contain an apostrophe Notes You can print from OfficeMate/Exam- WRITER on the ipad only in these situations: Terminal Services and the ipad are configured on the same network. The computer you are remoting into is physically attached to a printer. Due to the ipad s relatively small screen size and the on-screen keyboard, you will have to swipe to scroll on some windows. The ipad is not designed to interface with diagnostic equipment, barcode scanners, label printers and other equipment. You may continue to use this equipment if the computer you are remoting into is physically connected to it. If you have enabled the Zoom feature in the ipad s settings, you will need to disable it. It interferes with some of the three-finger swipe gestures required in the RDP app. By default Apple gives the ipad a name like Pat s ipad. OfficeMate/ ExamWRITER cannot run on any device with an apostrophe in its name. To change the name of the ipad, perform the following steps: 1. Open Settings. 2. Select General. 3. Select About. 4. Select Name. 5. Enter a new name or remove the apostrophe and press Done. 4 Using OfficeMate/ExamWRITER on an Apple ipad

7 Setting Up Setting Up This section describes the steps you must take before you are able to access OfficeMate/ExamWRITER on an ipad, including how To set up a terminal services environment, 5 To download 2X Client RDP/Remote Desktop, 5 To configure 2X Client RDP/Remote Desktop, 7 To set up a terminal services environment Contact a certified operating system and network technician to advise you and to configure terminal services in your practice. NOTES Ensure that your certified operating system and network technician is aware of the OfficeMate/ExamWRITER hardware and system requirements. The requirements can be found online at Ensure that you have purchased the Remote Access option for your OfficeMate/ExamWRITER license from Eyefinity. To download 2X Client RDP/Remote Desktop 1. Tap the App Store icon on your home screen. 2. Tap the Search field in the upper-right corner of the window. Using OfficeMate/ExamWRITER on an Apple ipad 5

8 Setting Up 3. Type 2X Client RDP/Remote Desktop and tap the Search key. 4. Locate 2X Client RDP/Remote Desktop and tap the FREE button. 5. Tap the INSTALL button. 6. Enter the Apple ID Password for the account shown. The 2X Client RDP/Remote Desktop app downloads and installs on the ipad. 6 Using OfficeMate/ExamWRITER on an Apple ipad

9 Setting Up To configure 2X Client RDP/Remote Desktop NOTE The actual configuration will vary depending upon your Terminal Server settings. Consult your certified operating system and network technician for the specific settings 1. Tap the 2XClient RDP icon on your home screen. The No Connections message displays. 2. Tap the plus sign (+) to create a connection to your Terminal Server. 3. If you are using a Think Smart server, tap the 2X ApplicationServer XG secure business connection; otherwise, tap the Standard PRD (Free) connection (your connection will still be encrypted). 4. Tap each of the fields to enter information: In this field Alias Address Port Username Enter this information A name for the connection The IP address or computer name of the Terminal Server The port through which your Terminal Server allows connections (The Default is 80 or 443.) A username for the account Password A password for the account 5. Modify the 2X Mode only if instructed by your certified operating system and network technician. Using OfficeMate/ExamWRITER on an Apple ipad 7

10 Using OfficeMate/ExamWRITER on the ipad 6. Leave the Additional Settings at their defaults. NOTE While you can increase the amount of desktop space that you can view, doing so will have the effect of making all the controls smaller and more difficult to tap and will involve more scrolling to find windows within OfficeMate/ExamWRITER. 7. Tap Save to save your settings. Your Terminal Server connection is now displayed in the list of Connections. Using Office- Mate/Exam- WRITER on the ipad This section tells you how to use OfficeMate/ExamWRITER on the ipad and includes the following topics: Opening OfficeMate/ExamWRITER on the ipad, 9 Using Taps, Swipes, and Other Gestures, 10 Disconnecting from OfficeMate/ExamWRITER on the ipad, 11 Use the OfficeMate/ExamWRITER software on the ipad the same way you would use the software on a desktop computer, except instead of pointing and clicking with a mouse, you ll tap buttons, check boxes, radio buttons, and drop-down menus with a stylus. Practice going through exams on your own before seeing patients to ensure that you are comfortable tapping the controls with a stylus and using the on-screen keyboard. You may find that you need to switch between using the stylus and your fingers. 8 Using OfficeMate/ExamWRITER on an Apple ipad

11 Using OfficeMate/ExamWRITER on the ipad For information about using the OfficeMate/ExamWRITER software in general, refer to the OfficeMate User s Guide, the OfficeMate Administration User s Guide, and the ExamWRITER User s Guide, which can be found online at Opening OfficeMate/ExamWRITER on the ipad 1. Tap the 2XClient RDP icon on your home screen. The 2X Client RDP/Remote Desktop app opens and displays the available Terminal Server connections. 2. Tap the connection for your Terminal Server. 3. Enter your Terminal Server username and password, if prompted. Your Terminal Server desktop is displayed. 4. To open OfficeMate or ExamWRITER, tap appropriate icon. Using OfficeMate/ExamWRITER on an Apple ipad 9

12 Using OfficeMate/ExamWRITER on the ipad Using Taps, Swipes, and Other Gestures In addition to tapping the controls at the bottom of the ipad, you can tap, touch, and swipe your fingers to control OfficeMate/ExamWRITER through the 2X Client RDP/Remote Desktop app. Use this table as a guide to help you learn some of the taps, swipes, and other gestures that you can use. To do this Perform this action Like this click Tap with stylus or one finger right-click Touch and hold with one finger scroll Touch and hold with one finger and swipe up or down show/hide keyboard Touch and hold with two fingers and swipe left show/hide mouse Touch and hold with two fingers and swipe right zoom in zoom out Touch and hold with your thumb and index finger together and spread them apart Touch and hold with your thumb and index finger apart and pinch them together pan Touch and hold with stylus or one finger and swipe For help and additional instructions on using the 2X Client RDP/Remote Desktop app, refer to 10 Using OfficeMate/ExamWRITER on an Apple ipad

13 Using OfficeMate/ExamWRITER on the ipad Disconnecting from OfficeMate/ExamWRITER on the ipad 1. Tap the Settings icon. 2. Tap Disconnect to end your Terminal Server session. Using OfficeMate/ExamWRITER on an Apple ipad 11

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