NEW LOOK & FEEL OVERVIEW AND FREQUENTLY ASKED QUESTIONS

Transcription

1 NEW LOOK & FEEL OVERVIEW AND FREQUENTLY ASKED QUESTIONS

2 Table of Contents Overview... 2 Introduction... 2 Goals... 2 Highlights of the Changes... 3 Additional Resources... 5 Frequently Asked Questions... 6 PointClickCare New Look & Feel Overview & FAQs Page 1 2/15/2015

3 Overview INTRODUCTION PointClickCare has not introduced significant changes to the User Interface(UI) since it was initially launched in the early 2000 s. At the time, the UI was consistent with other popular web applications that allowed users to easily adopt the PointClickCare interface. Consumer web application interfaces have evolved significantly since then and in order to keep with our initial goal of simple and intuitive design, PointClickCare will be introducing a new look and feel to the application alongside the upcoming application upgrade (version 3.7.6). GOALS We established a number of important goals as we embarked on the update of the PointClickCare User Interface initiative, including: Minimal impact to our current customer base by ensuring the changes were both intuitive, and resulted in little to no loss of functionality Ensuring the new User Interface was built consistent with other popular web applications, making adoption easier by the majority of users who have become familiar with consumer websites like Facebook, Twitter, etc. Designing the new User Interface with strict adherence to current web design principles and standards to ensure compatibility with current browser technology Delivering positive changes to users, including o Freeing up Additional screen workspace for use o Ensuring layout consistency between different modules of PointClickCare The changes are also an important foundation for future evolution of the application, including establishing a basis for a mobile-friendly Responsive Web Design. PointClickCare New Look & Feel Overview & FAQs Page 2 2/15/2015

4 HIGHLIGHTS OF THE CHANGES The evolution of the PointClickCare User Interface can be summarized into a small number of overall modifications: The color scheme has been updated, including consistent application across various add-on modules including Point of Care and emar. Many commonly accessed information items have been moved to the top-right corner of the applications, including: o User profile o Facility information o Search o Sign off PointClickCare New Look & Feel Overview & FAQs Page 3 2/15/2015

5 The Gold Bar menu has been removed / reoriented to a horizontal drop-down menu consistent across the entire application. The menus are organized functionally (Admin, Clinical, etc.). Optimized / organized menu items enable more direct access to frequently used functionality. Within each menu, individual items are organized into People and Actions groupings. PointClickCare New Look & Feel Overview & FAQs Page 4 2/15/2015

6 ADDITIONAL RESOURCES For more information on the new User Interface, additional resources have been prepared: Guided Tour of the New PointClickCare Look & Feel (Webcast,32 min) Overview of the New PointClickCare Look & Feel (Video, 9 min) Preview Environment see your account manager for details PointClickCare New Look & Feel Overview & FAQs Page 5 2/15/2015

7 Frequently Asked Questions 1) My PointClickCare looks different, what happened? 2) Do I need to download any additional software or hardware requirements for this to work? 3) What has changed functionalitywise? 4) Can the colors in the new UI be changed? 5) Is this new UI optional or can we revert back? 6) Are there any additional benefits to this? 7) My POC/eMAR looks different, has anything changed? 8) Will the hover option will be supported on an idevice General Questions We have updated our layout in order to stay consistent to current design standards, optimize our menus to enable direct access to frequently-used functions, and increase workspace for our users. No, additional hardware or add-ons are required. There have been no changes to functionality, only navigation, and layout has changed. These are PointClickCare s logo colours and cannot be changed. This change is effective across all customer databases as we continue to improve our application for our clients. This layout update will allow for easier compatibility with browsers and will allow for faster content rendering speed (Internet Explorer). It also allows for greater consistency of viewing PointClickCare on different screen sizes (resolutions). There have been no changes to POC/eMAR aside from the updated color scheme. For touch devices, users need to click the tab to open the menu and then click on the item in the menu to go to that section PointClickCare New Look & Feel Overview & FAQs Page 6 2/15/2015

8 1) How is PointClickCare educating customers on the change? Is there any documentation on the New UI? 2) How as a customer do I prepare? Communications / Education Questions The following resources have been / are being developed to support customers transition to the new PointClickCare UI: Standard release-related training materials, including: Preliminary Major Release Newsletters describing enhancements posted via home page announcements 3 weeks prior to upload Registration links to the Release Webinars posted via home page announcements and held 1 week prior to upload Final Newsletters with embedded videos posted via home page announcements 2 weeks prior to upload Dedicated UI-related training and education materials, including: A live / recorded Guided Tour of the New PointClickCare User Interface webcast. Notifications were sent via and home page announcements throughout January. A short, self-guided introductory click-through available via a home page announcement and banner / pop-up notifications upon login to the PointClickCare Application. Available early February. An in depth video with more detailed instructions on how the UI has evolved available via a home page announcement and linked to via the short self-guided click-thru. Available early February A Preview environment is being prepared (US and CDN environments) for users to be able to get familiar with the new UI prior to it s availability. Available mid-february. Ensure there is broad awareness of the change within your community of users. Communicate that the changes are look & feel, and include only minor navigation changes. No workflow or process changes have been made in relation to the new UI. Ensure users view all UI related material we provide. If you have custom made training material, we suggest removing screen captures and review any procedures that focus on specific navigational instructions. PointClickCare New Look & Feel Overview & FAQs Page 7 2/15/2015

9 3) Will existing training material be updated to reflect the changing User Interface? 4) How do I browse the new UI today? 5) Is PCC offering training specifically for this change? 6) How do I access the Customer Resource Center in the New UI? All new materials being produced for the release will reflect the new UI. PCC Help Files will be updated with the new UI and launched in a role-based format. All SmartPath ecourses (videos, quick reference guides, case studies, retention quizzes) will be updated as of mid- March. All other material in CRC will be reviewed and prioritized for updates on a best-efforts basis. US and Cdn Preview environments will be enabled for all customers by Mid-February. All training on the new User Interface will be self-directed. See Question 1) for more details about the materials being prepared. Click your username in the top right hand corner and click Resources Center/Support link 7) Is the New UI the same for Skilled Nursing facilities as it is for Senior Living facilities? The UI changes are for all PCC users. This includes senior living facilities like ALF and ILF, as well as SNF facilities. Some labels and functionality in the app are "facility type" specific - e.g. for a Skilled Nursing Facility they will see a "Clinical" menu in the same place a Senior Living facility sees a "Care Services" menu. PointClickCare New Look & Feel Overview & FAQs Page 8 2/15/2015

10 1) Where is the Resource Center located now? 2) Where can I find the Helpdesk s Toll Free Number? 3) Where is Help? 4) Where is my Logout button located? 5) Where can I go to edit my profile? 6) How can I switch between facilities in a multi-facility environment? 7) Where is the Management Console (EMC)? 8) Where are my Home Tab Announcemen ts? 9) Where is my Gold Bar? Where Do I Find This Now? Click the drop down option under your User s Name and select Resource Center / Support hyperlink. It can also be found in the bottom right corner by clicking on the Customer Support hyperlink under Privacy Policy in the grey area. Click the drop down option under the User s Name and select Resource Center / Support hyperlink. It can also be found in the bottom right corner by clicking on the Customer Support hyperlink under Privacy Policy in the grey area. In the upper corner of the screen you should see your username (between sign-off and the facility name). Click on your username and select Help. You will find the Sign Off link in the upper right corner of your screen. There have been no changes to this function aside from the name change. In the upper right corner of the screen you will see your username (between Sign-Off and the facility name). Click on your Username and select Edit Profile. In the upper right corner of the screen, you will see the name of the facility you are currently working in (it will be beside your Username). Click the Facility Name and a list of facilities will appear if you have security access to more than one facility. Select the required facility. In the upper right corner of the screen, you should see the name of the facility you are currently working in (it would be beside your username). Click the Facility Name and a list of facilities will appear if you have security access to more than one facility. In the upper right corner of the menu, select the Management Console button. Hover over the Home tab to see a link to announcements. The gold bar menu has been removed and the menu has been reoriented to a horizontal menu. This is similar to all web apps and sites we use today, and it has increased screen space for our users. PointClickCare New Look & Feel Overview & FAQs Page 9 2/15/2015

11 10) How do I search by XYZ (First Name, Last Name, Resident #) now? 11) How can I get to the Clinical/Admin Dashboard? 12) Where can I find Setup? 1) Where is QuickADT? 2) Where are my Residents? 3) Where can I find the Billing module? 4) Where can I find the Collections module? 5) Where can I find the Trust module? 6) Where are my Billing Reports? 7) Where is Admin Setup? 8) What is Manage Users? 9) At EMC level, where is the Admin Setup? Please see the new Search field in the upper right corner beside the Go button. You can also search in a single facility or multiple facilities by clicking on the Facility icon (House icon) to the left of the Search field. The small house icon signifies that you are searching within the current facility only. To search all facilities, click on the house > click all facilities (multiple Houses icon). You no longer have to select which type of search you need. You only have to type your details in and the system will recognize the field you re requesting. Hover your mouse over the Home Menu > choose your dashboard. Hover over the different tabs such as Admin, Clinical, GL/AP, QIA, IRM, etc. Look under Other > Setup. Admin Menu: Where Do I Find This Now? Hover over Admin > Actions > QuickADT Hover over Admin > People > Residents Hover over Admin > Financial Management > Billing Hover over Admin > Financial Management > Collections Hover over Admin > Financial Management > Trust Hover over Admin > Other > Reports Hover over Admin > Other > Setup This is a shortcut to the security users function instead of having to go through setup Hover over Standards > Financial Management PointClickCare New Look & Feel Overview & FAQs Page 10 2/15/2015

12 1) Where can I find my MDS Portal? 2) Where is POC/eMAR? 3) Where are my Clinical Reports? 4) At EMC level, where is the Clinical Setup? Clinical Menu: Where Do I Find This Now? Hover over Clinical > Care Management > MDS Either hover over the Home tab > Modules or you can hover over Clinical > Modules Hover over Clinical > Other > Reports Hover over Standards > Care Management PointClickCare New Look & Feel Overview & FAQs Page 11 2/15/2015

13 1) Is PCC confident performance will be maintained once we convert to the new UI? 2) Will the new UI display on the kiosks without any issues? Technical Questions Like all of our major releases, we are running full regression testing including various performance tests on the impact of the new UI. The changes for both POC and emar are essentially in color only. We expect them to behave the same for existing kiosks and laptops used to access these modules. 3) Are there officially approved list of browsers on which the new GUI will work? 4) Will Meadco scripts still be required? Does new interface affect Meadco requirements? 5) Do Internet Explorer users need to continue to set browsers into Compatibility Mode? The new UI will work on all of our supported platforms and browsers. This currently includes Internet Explorer 9,10,11 and the latest versions of Google Chrome, Mozilla Firefox, Apple Safari on Windows PCs and Mac OSX. MeadCo is still required for printing of legacy HTML reports in the app (from Internet Explorer). Yes. While we continue to work towards this not being a requirement, Internet Explorer users must still have their browsers set to Compatibility Mode as before. PointClickCare New Look & Feel Overview & FAQs Page 12 2/15/2015