User Training for PPI-ePR Technical Platform Migration (PEP NGO Admin / PEP NGO Nurse) 21-Oct-2014

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Gabriella Cross
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1 User Training for PPI-ePR Technical Platform Migration (PEP NGO Admin / PEP NGO Nurse) 21-Oct-2014

2 Agenda A. Milestones of PPI-ePR Technical Platform Migration B. Changes of New Platform 1. User Logon 2. Patient Enrollment C. Training on IT Platform 1. Access PEP Administration functions 2. Access PEP Profile 3. Update Own Profile 4. PEP User Manuals and Forms D. Hardware & Software Specification E. Blackout Period Arrangement F. Training Material Web Site G. System Demo H. Hands on Exercise

3 A. Milestones of PPI-ePR Technical Platform Migration PPI enrolment on PPI platform PPI-ePR Send Notification to User for PPI-ePR Tehcincal Migration Technical Platform Migration 3 Nov 2014 PPI enrolment on new IT platform ehrss Bill Passage and Enactment ehr enrolment on ehr platform ehr Registration Stop PPI enrolment PPI-ePR Step-down (TBC) Oct Mid-Oct Nov Dec Jan Feb Mar Apr Mid-Apr

4 PPI-ePR Technical Platform Migration A. Milestones of PPI-ePR Technical Platform Migration B. Changes of New Platform 1. User Logon 2. Patient Enrollment C. Training on IT Platform 1. Access PEP Administration functions 2. Access PEP Profile 3. Update Own Profile 4. PEP User Manuals and Forms D. Hardware & Software Specification E. Blackout Period Arrangement F. Training Material Web Site G. System Demo H. Hands on Exercise

5 User Logon Existing (Before 3 Nov) New (After 3 Nov) PPI-ePR web site Logon mean PEP NGO User: User ID + Password + Secure Token PEP NGO User: User ID + Password + Secure Token (Same User ID, Password and Token)

6 PPI-ePR Web Site New URL Auto-redirect to new PPI-ePR web site if user visits to old PPIePR web site 08:00

7 PPI-ePR Web Site New URL New website:

8 Landing Page After Logon Success

9 Patient Enrollment Patient Enrollment Existing (Before 3 Nov) Single process to enroll patient to both PPI-ePR and PEP programme New (After 3 Nov) Two phases enrollment process: 1. Enrol to PPI-ePR programme 2. Enrol to PEP programme Patient Address Auto-retrieve from HA-System Require manual input (An address search utility is provided for address input) Update Patient Personal Information (e.g. Phone No) PEP user can update the patient personal information through the PPIePR system Method 1 Patient call PPI-ePR PO through PPI-ePR hotline Method 2 NGO contact PEP PO if the patient personal information need to be amended.

10 Patient Enrollment New enrolment procedure (same as future ehr) 2 Phase Patient Account Creation Enrol patient to PPI-ePR programme and then enrol patient to PEP programme Enrol to PPI-ePR Enrol to PEP

PEP Patient Enrolment Workflow PPI PO Cluster Admin NGO Patient Start Enrol Patient to PPI Enrollment Confirmation with Access Key via SMS PPI and PEP Application Form Enrol Patient to PEP PPI

11 PEP Patient Enrolment Workflow PPI PO Cluster Admin NGO Patient Start Enrol Patient to PPI Enrollment Confirmation with Access Key via SMS PPI and PEP Application Form Enrol Patient to PEP PPI Patient Vetting (within 14 days) PEP Patient Vetting (within 14 days) Generate PPI Confirmation Letter (By PPI PO) Generate PEP Confirmation Letter PPI Confirmation Letter PEP Confirmation Letter Receive Confirmation Letter Access PEP Profile

12 PPI Patient Enrolment

13 PPI Patient Enrolment Smart ID Enrolment Non-Smart ID Enrolment

14 PPI Patient Enrolment PPI Enrolment: SMS only Provide address search

15 PPI Patient Enrolment Remind patient to fill in address

16 PPI Patient Enrolment

17 PPI Patient Enrolment Convert the address to Chinese address

18 PPI Patient Enrolment

19 PPI Patient Enrolment Print Consent form to proceed

20 PPI Patient Enrolment For Hand Written Form No need to print out this consent form For Pre-Printed Form Need to print out this consent form

21 PPI Patient Enrolment Click Submit to confirm enrolment Before submit, make sure information is correct, and consent form is signed by patient

22 PPI Patient Enrolment A SMS will be sent out to patient upon PPI-ePR registration completion

23 PPI Patient Enrolment Write down ehr no for vetting

24 PEP Participant Management Enrol Participant

25 PEP Participant Management Enrol Participant

26 PEP Participant Management Enrol Participant

27 PEP Participant Management Enrol Participant

28 PPI-ePR Technical Platform Migration A. Milestones of PPI-ePR Technical Platform Migration B. Changes of New Platform 1. User Logon 2. Patient Enrollment C. Training on IT Platform 1. Access PEP Administration functions 2. Access PEP Profile 3. Access Patient Clinical Record 4. Update Own Profile 5. PEP User Manuals and Forms D. Hardware & Software Specification E. Blackout Period Arrangement F. Training Material Web Site G. System Demo H. Hands on Exercise

29 Access PEP Administration functions

30 Access PEP Administration functions - PEP Referral List

31 Access PEP Profile

32 Access PEP Profile Input Patient s HKID

33 Access PEP Profile

34 Access PEP Profile Open another patient PEP record

35 ACCESS PATIENT CLINICAL RECORD (FOR NURSE ONLY)

36 Access Patient Clinical Record (For Nurse Only)

37 Access Patient Clinical Record (For Nurse Only) Input Access Key

38 Access Patient Clinical Record (For Nurse Only) A SMS notification will be sent to patient upon his/her record being accessed

39 Update Own Account

40 Update Own Account

41 Miscellaneous: User Manuals/User Guide

42 PPI-ePR Technical Platform Migration A. Milestones of PPI-ePR Technical Platform Migration B. Changes of New Platform 1. User Logon 2. Patient Enrollment C. Training on IT Platform 1. Access PEP Administration functions 2. Access PEP Profile 3. Update Own Profile 4. PEP User Manuals and Forms D. Hardware & Software Specification E. Blackout Period Arrangement F. Training Material Web Site G. System Demo H. Hands on Exercise

D. Hardware & Software Specification Hardware CPU RAM Display Pointing Device Network Printer Smart Card Reader (For Smart Id patient enrollment function) Software Operating System Minimum

ration IBM Compatible PC (1.8 GHz or faster) (e.g.

43 D. Hardware & Software Specification Hardware CPU RAM Display Pointing Device Network Printer Smart Card Reader (For Smart Id patient enrollment function) Software Operating System Minimum Configuration IBM Compatible PC (1.8 GHz or faster) (e.g.: PC with Intel CORE2DUO E7500, 2GB RAM, 160GB Hard Disk) Minimum 2G RAM Best viewed on 1024 x 768 display Standard Mouse / Pointing Device Stable broadband Internet access with bandwidth over 1.5Mbps A printer which can print in A4 paper (laser printer with USB is preferred) ACR38 Smart Card Reader Description Windows 7 with SP1 or above (32-bit / 64-bit) Windows 8.1 Classic View (32-bit / 64-bit) Web Browser Microsoft Internet Explorer version 8.0, 9.0 or 11.0 (best viewed with 1024 x 768 screen resolution) Java Runtime Environment (JRE) Version: JRE 7u65 or above (For printing reports and Smart Id patient enrollment functions) Notice if 32-bit JRE is installed, 32-bit web browser must be used; if 64-bit JRE is installed, 64-bit web browser must be used.

44 PPI-ePR Technical Platform Migration A. Milestones of PPI-ePR Technical Platform Migration B. Changes of New Platform 1. User Logon 2. Patient Enrollment C. Training on IT Platform 1. Access PEP Administration functions 2. Access PEP Profile 3. Update Own Profile 4. PEP User Manuals and Forms D. Hardware & Software Specification E. Blackout Period Arrangement F. Training Material Web Site G. System Demo H. Hands on Exercise

45 Blackout Period Arrangement Date/Time Actions Impact 1 Nov :00 (Sat) 2 Nov :00 (Sun) 3 Nov :00 (Mon) Disable all user account management functions PEP PO cannot create / update / delete user account PEP Cluster Admin cannot create / update / delete user account User cannot reset / change password Migrate user accounts from existing platform to new platform Disable all patient account management functions Disable all PEP update functions PEP Cluster Admin cannot perform patient vetting PEP NGO Admin cannot enroll / update / delete patient to the system Patient cannot reset access key via IVRS PEP Cluster Admin cannot create / update / delete any manual referral PEP NGO Admin / PEP NGO Nurse cannot access PEP profile for data entry, cannot perform payment vetting Migrate patient accounts and PPP data from existing platform to new platform Enable all system functions at new platform Disable all system functions at old platform and setup redirection to new platform User can use all system functions at new platform User will be redirected to new platform upon visiting to old platform

46 PPI-ePR Technical Platform Migration A. Milestones of PPI-ePR Technical Platform Migration B. Changes of New Platform 1. User Logon 2. Patient Enrollment C. Training on IT Platform 1. Access PEP Administration functions 2. Access PEP Profile 3. Update Own Profile 4. PEP User Manuals and Forms D. Hardware & Software Specification E. Blackout Period Arrangement F. Training Material Web Site G. System Demo H. Hands on Exercise

47 Training Material Web Site

48 Training Material Web Site

49 Pop-up a page to show the technical migration details (e.g. impact to user during blackout period) PPI-ePR relocation on 03-Nov-2014 <Click here for more details>

51 URL Non-HA User For HA User

52 G. System Demo Logon Enrol PPI and PEP Patient Update Own Account Access PEP Admin Functions Access PEP Profile Access Patient s Clinical Record (for nurse only)

53 G. Hands-on Exercise Enrol PPI and PEP Patient Update Own Account Access PEP Admin Functions Access PEP Profile

54 THANKS

Public Private Interface (PPI) System User Guide for Private Medical Record Officers. Revision 1.12

Public Private Interface (PPI) System User Guide for Private Medical Record Officers Revision 1.12 Prepared by: AIS / AI3 Team Information Technology Division 22 Jun 2011 Amendment Log Ref. Version No.