KinLogix EMR User guide mobile application

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1 KinLogix EMR User guide mobile application

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3 User Guide Mobile Application Table of Contents App Features... 5 Availability... 9 Getting Started KinLogix... EMR 10 Enabling... the mobile feature for the clinic 10 Why... is it necessary to pairing your device 11 Steps... to pair your device 11 Troubleshooting Device... displays the message " You need to reset your PIN" 14 The... data in the app is not refreshing 14 I cannot... upload a photo 14 I cannot... search for patients, consultants, and medical facilities stored in the EMR adress book 15 The... app has stopped responding 15 FAQ Mobile... app. 16 Who... can use this software? 16 Where... can I get the software? 16 What... does it cost? 16 Where... can I get support? 16 What... platforms does the app run on? 16 What... devices are supported? 16 TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

4 4 User Guide Mobile Application Does... the app work only on the TELUS network? 16 Do... I need to upgrade my mobile phone package/plan? If so, whom can I contact about that? 17 When... are you going to have an Android/Windows Phone/Blackberry version? 17 Can... I use the app on more than one device? 17 Can... I have profiles for different clinics? 17 Can... I see my schedule at multiple locations? 17 App... features 17 Photo... features 18 Known... issues 18 Some... items use names different from my EMR. Why? 18 What... features are you working on next? 18 How... up-to-date is the EMR information in the app? 18 How... is patient confidentiality handled? 19 What... should I do if the app stops responding? 19 What... happens if I open the app but stop using it for a while? 19 Can... I leave the app running in the background? Is this safe? 19 Does... the app automatically block my phone number? 19 How... do I get back to the app after, for example, making a phone call? 20 My... device is displaying You need to reset your PIN. What should I do? 20 How... do I view the clinic-wide agreement? 20 What... should I do if I don t need to use the app on this device anymore? 20 How... can I tell I have the correct device selected in the Mobile tab? 21 TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

5 User Guide Mobile Application App Features Calendar & Home screen Whether you are in-clinic or out-of-clinic, access your schedule and day sheet as soon as you login to the App. Using Calendar and Home screen, see the patients you have scheduled days, weeks or even months in advance and navigate to your scheduled Patient's medical records. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

6 6 User Guide Mobile Application Patient Record & Photo Upload You can now view Patient appointment history, medical information and demographics anywhere and anytime. Take a photo during an encounter, tag it with keywords or notes, and securely upload it to your EMR as a chart document. The photo is immediately stored on the EMR and removed from your phone. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

7 User Guide Mobile Application Patient Search Quickly look up any active patient in your clinic's EMR system. This Google-like search is ideal for ad-hoc requests when you are away from your computer system. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

8 8 User Guide Mobile Application Address Book Easily find any consultant, fellow clinician or local pharmacy. As long as you have the contact information stored on your EMR system, you can use your mobile EMR to connect to anyone you wish - call or map to your contacts with ease. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

9 User Guide Mobile Application Availability TELUS EMR Mobile (iphone Edition) This application extends the capability of your electronic medical record (EMR) solution to your mobile device. Through the security of our EMR, this application allows you to view the patients that you have scheduled, access your patient medical profiles, and directly phone or map to any contact in your EMR address book. In addition, you can document your patient visits by taking photos and uploading them to your EMR. The TELUS EMR Mobile app will eventually be supported by all four TELUS EMR products. See below for the availability for each EMR product. Download from the Canadian itunes App Store Wolf EMR Available mid-fall 2014 KinLogix EMR Available in fall 2014 PS Suite EMR Available in late fall 2014 Med Access EMR Available in the future TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

10 10 User Guide Mobile Application Getting Started How to pair your mobile device to your EMR system Click on your EMR system below to see the step-by-step instructions for pairing your mobile device to your EMR system. The instructions are product specific. KinLogix EMR Enabling the mobile feature for the clinic Before any of the clinic s users can utilize the app, the mobile functionality must be configured for the clinic. Note: Activation from the Options/Mobile tab must be done by a clinic administrator. First, Kinlogix must activate and authorise the use of the EMR mobile app. To obtain this information, follow these steps: 1. Open your EMR on a computer. 2. Go in the Settings section under the Domain tab. 3. Open the Options tab. If the tab only displays Options, the mobile app is not available for your clinic. Furthermore, no box labeled Mobile will be present. If the tab displays Options/Mobile, the mobile app is authorised for your clinic. Furthermore, a box labeled Mobile will be present. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

11 User Guide Mobile Application In the Options/Mobile tab, check the Enable mobile functionality in the Mobile box. A window will appear with the terms and conditions. Read them closely then click on "I agree to the terms and conditions". Save all your changes by clicking on the floppy disk icon at the top left corner. Why is it necessary to pairing your device Pairing your device to the EMR: associates the device to your EMR account links the EMR data to your device prevents unauthorized access (by "non-registered" devices) to the EMR Steps to pair your device Download the TELUS EMR Mobile app from the itunes App store onto your device. Note: If more than one device is associated with your account at the itunes App store, the app is automatically downloaded to all of those associated devices that have AUTOMATIC DOWNLOADS enabled (in Settings > itunes & App Store) for Apps and for Updates. 1. Launch the app. 2. In the screen that lists the EMRs, tap KinLogix. 3. Once you have taped KinLogix, select the option, YES, I am part of the beta and follow the 2 easy validation steps to reach the installation menu. Your device now displays: "Installation: Step 1 of 3: Scan your pairing key." TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

12 12 User Guide Mobile Application On your computer workstation, complete he following steps: Note: If adding a device is not possible (grayed out), you must enable the mobile feature, as described above. Click on Add a mobile device. In the Register Device window, click Ready to Pair Device KinLogix EMR then displays an activation code (QR code) and a 5-minute countdown timer (after which the code expires) 5. On your device, do one of the following: Option 1: Capture the activation code (QR code) Hold your device so that the code image (displayed in KinLogix EMR on your PC) is in the center of the square. Your device automatically captures the information. Option 2: Type in the activation code. In KinLogix EMR: In the Activate Device window, click Manual Code. The 16-digit activation code is displayed: TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

13 User Guide Mobile Application On your device: a) In the "Setup: Step 1 of 3" screen, slide right on the box "Or slide to enter a manual code". (This box is at the bottom of the screen.) b) In the text box, enter the 16-character code (and the dashes) that is displayed on your PC. c) Tap Submit. Note: If you do not start one of the above options within 5 minutes (and the counter timer in the Active Device window reaches 0), the Active Device window displays CODE EXPIRED. Click Generate New Code and go through the above steps in a timely manner. 6. On your device, create a PIN to password-protect login to the app: a) In the Choose a 4-digit PIN screen, enter 4 numbers (not letters) that are easy for you to remember but not easy for other people to guess. b) In the Confirm PIN screen, enter the same 4 numbers. If the above steps were successful: Your device displays a popup window "Your Device has been successfully paired!" KinLogix EMR displays "Device Paired!" In the KinLogix EMR, your device is listed in the Mobile screen. 7. On your device, tap Next Step. 8. In the Terms & Conditions screen, read the information and tap I agree to the terms of service. 9. Tap Continue. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

14 14 User Guide Mobile Application Troubleshooting Device displays the message " You need to reset your PIN" If you have incorrectly entered your PIN a certain number times, you are locked out of the application. To regain access, you need to reset your PIN: 1. Log into your EMR. 2. Go in the Settings tab, under Mobile.. 3. Select the device that you want to reset the PIN for. 4. Click Reset PIN. 5. The Reset PIN screen is displayed. 6. Enter your new PIN (any four-digit number). 7. In the Confirm new PIN field, enter the same number. 8. Click OK. Your device should now display a Ready to Try Again button.on your device, you can now tap Ready to Try Again to display the app s login screen, where you can enter your new PIN. The data in the app is not refreshing If the data was last refreshed more than 2 minutes ago, your network connection is too slow/signal is too weak. Move to another location or choose a Wi-Fi network that has a stronger connection. I cannot upload a photo If you are uploading a photo and lose your network connection, you will not be able to complete the upload. Due to patient privacy, photos you take through the app are not stored on the phone. If you do not want to lose the photo, do one of the following: 1. Do not logout or exit the app until the connection is restored or until 10 minutes have passed (whichever occurs first). If the connection has not restored within 10 minutes, the photo is discarded; retake a photo and retry the upload. 2. You can save the photo on the phone and select it later in the mobile application from his photo library to send it to the EMR. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

15 User Guide Mobile Application I cannot search for patients, consultants, and medical facilities stored in the EMR adress book Note: If you lose your network connection, the data cannot be refreshed; no error message or notification is displayed. We are working on a notification/alert system; check back for updates. Your network connection is too slow/signal is too weak. Move to another location or choose a Wi-Fi network that has a stronger connection. The app has stopped responding Force quit the app: press the Home button twice; if TELUS EMR Mobile is listed, swipe up to remove it. Make sure you have the latest version of the app installed. (In the itunes App store, search for the TELUS EMR Mobile app and download the latest update.) TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

16 16 User Guide Mobile Application FAQ Mobile app. Who can use this software? You can use this software if you are: A physician, and An authorized practitioner user of a qualified*, licensed installation of a TELUS EMR, and A member of a clinic that is part of the beta program. (If you re not sure, ask your clinic administrator.) *Wolf EMR users must be on the Wolf Data Centre. *PS Suite EMR users must have an appointment calendar Where can I get the software? You can download this application ( TELUS EMR Mobile ) at no charge, from the Canadian itunes App store on your device. What does it cost? The app is free. Where can I get support? KinLogix EMR: or Med Access EMR: , option 4 PS Suite EMR: or , option 1 Wolf EMR: , option 1 What platforms does the app run on? Currently this application is for a device running ios version or greater. Tip: Check your version by going to Settings > General > About. What devices are supported? Devices supported: iphone 4, 4S iphone 5, 5S, 5c iphone 6, 6 Plus The application is also compatible with the ipad and ipod touch. However, we recommend iphone for optimal user experience. Does the app work only on the TELUS network? No. The app works on any network that your phone supports. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

17 User Guide Mobile Application Do I need to upgrade my mobile phone package/plan? If so, whom can I contact about that? The app uses Wi-Fi or the cellular network (for example, 3G, LTE) to transfer data to your device. You may need to check your plan to ensure it includes data. For more information, contact TELUS Business Solutions or your service provider (if it s not TELUS). Tip: As a TELUS EMR user, you are eligible for a discount on your cell phone plan. When are you going to have an Android/Windows Phone/Blackberry version? We will announce app releases for other operating systems: Wolf EMR Community PS Suite EMR Community KinLogix EMR Community Here at: Can I use the app on more than one device? You can download the app on multiple devices. There is no limit to the number of devices you can use. Each device is treated independently.you will have to pair each device to your EMR system, and also choose a PIN and accept the Terms and Conditions for each device. Can I have profiles for different clinics? Currently you can pair your device with only one clinic and using one profile. Can I see my schedule at multiple locations? For multi-location clinics, your appointments for all locations are displayed in the Scheduler. You cannot filter by location.the location of an appointment is shown in the Location field (in Appointment Details). App features View your clinic schedule Quickly access patient information between or during visits Phone or locate (map) your patients Phone or locate (map) consultants, medical facilities, including pharmacies, stored in your EMR address book Document patient visits using your device's camera TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

18 18 User Guide Mobile Application Photo features To take photo, you must first be viewing a patient record on your device. Once you are on the patient record page, the icon for taking a photo is located on the top right corner of the application. Tap this icon, to see options for taking a new photo ("Camera") or using an existing photo ("Library"). If you choose "Camera", just follow the instructions on screen to capture the photo and upload it to your EMR. The buttons to upload or cancel the upload are located on the top header area of the phone. If the upload is successful, you will have a message telling you it was successful. The photo is then removed from your device and can be found in the Documents tab of the corresponding patient record within your EMR. If you chose "Library", select an image stored on your device to upload to the patient's chart. The image will remain intact on your phone. It is recommended to use the "Camera" feature for all patient photos for security and patient privacy purposes. Known issues The following are known problems that we're working on: After taking a photo and uploading it, it takes a while for it to appear in Documents (in Wolf EMR). In some cases, the program responds slowly when entering the PIN or when returning to the app. On the Demographics screen, the Language field does not show the information that is displayed in Wolf EMR. If you lose your network connection, the data cannot be refreshed; no error message or notification is displayed. We are working on a notification/alert system; check back for updates. Some items use names different from my EMR. Why? This is a new product that consolidates all TELUS EMR products. The labels and terminology are consistent throughout this application but may differ slightly from your EMR system. What features are you working on next? We are currently gathering user feedback for potential features. To submit suggestions and vote on proposed features, see the Ideas section of the Community Portal. Wolf EMR Community PS Suite EMR Community Kinlogix EMR Community How up-to-date is the EMR information in the app? While you are using the application, the EMR information on your device is automatically loaded. You can also force a refresh on your device by pulling the screen downward. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

19 User Guide Mobile Application How is patient confidentiality handled? Patient data is not stored on your mobile device. Photos that you take with this app are not saved on your mobile device. o After you upload the photo, the photo is automatically removed from your mobile device. o If you don t upload the photo, it gets discarded. The pairing process (during the initial setup) ensures that only recognized devices can access your EMR data. Your EMR security settings are also in effect on your mobile device. For example, if you re not allowed to see selected information for a specific patient, this is also the case on your mobile device. Security tips Make sure you have a password (Settings > Passcode) and auto-lock set up on your device (Settings > General > Auto-Lock). To securely exit the app, on the slide out menu tap Logout. The app logs you out automatically after 10 minutes of inactivity. You will have to re-launch the app and enter your 4-digit PIN. What should I do if the app stops responding? Force quit the app: press the Home button twice; if TELUS EMR Mobile is listed, swipe up to remove it. Make sure you have the latest version of the app installed. (In the Canadian itunes App store, search for the TELUS EMR Mobile app and download the latest update.) What happens if I open the app but stop using it for a while? After 10 minutes of inactivity, you are automatically logged out. You will have to re-launch the app and enter your 4-digit PIN. Can I leave the app running in the background? Is this safe? Yes. You can use your device for other tasks (for example, make phone calls). If you return to the app within 10 minutes, you are taken to the last active page. Does the app automatically block my phone number? No. If, based on your cell phone account settings, your phone number is not blocked (that is, it shows up on the receiver's Caller ID), when you use the app to contact a patient or a contact in your address book, your phone number will be visible to the person you're calling. To block/hide your phone number: Just for the call you are about to make: tap #31# and then the phone number. For all calls: in Settings > Phone > Show My Caller ID, turn Show My Caller ID off. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

20 20 User Guide Mobile Application How do I get back to the app after, for example, making a phone call? Press the device s Home button twice. My device is displaying You need to reset your PIN. What should I do? If you have incorrectly entered your PIN a certain number times, you are locked out of the application. To regain access, you need to reset your PIN: 1. Log into your EMR. 2. In the device management screen of your EMR, select your device for which you need to reset the PIN. For Wolf EMR, on the Maintenance tab of the Wolf EMR launch page, click Manage My Devices. For PS Suite EMR, from the main toolbar, choose Settings > Preferences and then choose Mobile. For KinLogix EMR, on the Settings tab, click Mobile. 3. Click Reset PIN. 4. In the EMR, enter a new PIN On your device, you can now tap Ready to Try Again to display the app s login screen, where you can enter your new PIN. How do I view the clinic-wide agreement? For information about viewing the agreement, see the Getting Started guide for your EMR. What should I do if I don t need to use the app on this device anymore? Note: No patient data is stored on your device. From a security standpoint, there is no hard requirement to deactivate your device and optionally remove the TELUS EMR Mobile app from your device. If you'd like to deactive your device and remove the app, follow the steps below. 1. In the device management screen of your EMR, select the device(s) you want to deactivate. For Wolf EMR, on the Maintenance tab of the Wolf EMR launch page, click Manage My Devices. For PS Suite EMR, from the main toolbar, choose Settings > Preferences and then choose Mobile. For KinLogix EMR, on the Settings tab, click Mobile. 2. Click Deactivate Device (PS Suite EMR and Wolf EMR) or on the telephone icon with a red minus (KinLogix EMR). A prompt Are you sure you want to deactivate the following devices? is displayed. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

21 User Guide Mobile Application Verify that the list of devices is correct, and click Yes. The devices no longer appear in your list of devices. Deactivating your devices does not remove the app from your device. 4. To optionally remove the app from your device (and also remove any changes you've made to the app's settings): a) Press and hold the app icon until it shows an X: b) Tap the X. c) Press the Home Button once (to remove the x from the apps' icons and to prevent the removal of other apps). If you later decide you want to use the app on your device, you must download and re-install the app and go through the setup with each device. How can I tell I have the correct device selected in the Mobile tab? The name that the device's owner gave to his or her device appears in the list of mobile devices On your device, you can view this name on the Settings > General > About page. TELUS Health Solutions GP is the owner of this document. Its distribution, in all or in part is strictly forbidden without prior written approval of a TELUS Health Solutions GP authorized representative.

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