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

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

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 2014 2015

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

User Logon Existing (Before 3 Nov) New (After 3 Nov) PPI-ePR web site http://ppi.ha.org.hk https://ppi.core.ehr.gov.hk Logon mean PEP NGO User: User ID + Password + Secure Token PEP NGO User: User ID + Password + Secure Token (Same User ID, Password and Token)

PPI-ePR Web Site New URL http://ppi.ha.org.hk Auto-redirect to new PPI-ePR web site if user visits to old PPIePR web site 08:00 https://ppi.core.ehr.gov.hk/

PPI-ePR Web Site New URL New website: https://ppi.core.ehr.gov.hk

Landing Page After Logon Success

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.

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 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

PPI Patient Enrolment

PPI Patient Enrolment Smart ID Enrolment Non-Smart ID Enrolment

PPI Patient Enrolment PPI Enrolment: SMS only Provide address search

PPI Patient Enrolment Remind patient to fill in address

PPI Patient Enrolment Convert the address to Chinese address

PPI Patient Enrolment Print Consent form to proceed

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

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

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

PPI Patient Enrolment Write down ehr no for vetting

PEP Participant Management Enrol Participant

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

Access PEP Administration functions

Access PEP Administration functions - PEP Referral List

Access PEP Profile

Access PEP Profile Input Patient s HKID

Access PEP Profile

Access PEP Profile Open another patient PEP record

ACCESS PATIENT CLINICAL RECORD (FOR NURSE ONLY)

Access Patient Clinical Record (For Nurse Only)

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

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

Update Own Account

Miscellaneous: User Manuals/User Guide

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.

Blackout Period Arrangement Date/Time Actions Impact 1 Nov 2014 00:00 (Sat) 2 Nov 2014 00:00 (Sun) 3 Nov 2014 08:00 (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

Training Material Web Site

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>

URL Non-HA User https://ppi.ha.org.hk/ppi/migration/relocation.html https://ppi.ha.org.hk/ppi/migration/training.html For HA User https://ppi.ha.org.hk:8080/ppi/migration/relocation.html https://ppi.ha.org.hk:8080/ppi/migration/training.html

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)

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

THANKS