1honeywell confidential – do not forward or distribute manage customize triage integrate...

29
1 Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible with LifeStream Version 4.11 CP354.01

Upload: alicia-martin

Post on 01-Jan-2016

233 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

1 Honeywell Confidential – Do not forward or distribute

Manage

Customize

Triage

Integrate

LifeStream™ Manager Administrative WorkflowsOctober 2013

Compatible with LifeStream Version 4.11

CP354.01

Page 2: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

2 Honeywell Confidential – Do not forward or distribute

Objective and Agenda for this session

Objective:

Provide LifeStream Administrators training on the LifeStream Manager

features that are controlled through the roles and responsibilities in the

application.

Agenda:• System Configuration Access• Patient Scheduling

• Data Management

2

Page 3: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

3 Honeywell Confidential – Do not forward or distribute3

System Configuration Access

Page 4: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

4 Honeywell Confidential – Do not forward or distribute

System Configuration

Only Administrators and IT user roles can make modifications in LifeStream• Select System Configuration from the Navigator menu • The System Configuration window appears

4

System Configuration

System Configuration window

Page 5: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

5 Honeywell Confidential – Do not forward or distribute

Logout Interval: • Enter the minutes of inactivity (between

5 and 30) that will result in automatic log out of the system

• Minimizes exposure of sensitive information to non-authorized personnel

Organization: • Edit the name of your organization

Informational/Non-Editable Fields:• Database Version: The current version of

LifeStream that is loaded on your system • LifeStream Analytics Feature: Contact

Honeywell to activate• Patient Messages Enabled: Contact

Honeywell to activate

System Configuration

Enter preferences in the System Information fields:

Page 6: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

6 Honeywell Confidential – Do not forward or distribute

Communications: Displays current monitor configurations

for the transmission of information

• PIN & Security Codes specific to your Company: Same

credentials used to download LifeStream

• Relay data: How LifeStream communicates with the

monitor

Data Export: Displays information related to export data

from your system to Strategic Healthcare Programs (SHP)

• Indicates the SHP HL7 interface status

System Configuration

Enter preferences in the Communications and Data Export fields:

Page 7: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

7 Honeywell Confidential – Do not forward or distribute

Understanding the Other tab:

• The Other tab displays information related to how the system is being used • All fields are editable except Last String Update, Manual Monitor Limit and PERS Interface Type• Highlight the field to be edited and select the Edit icon.

Note: If the field is not editable, the Edit icon will be grayed out

Customizable Fields

1. Choose a field to edit

2. Click Edit

Page 8: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

8 Honeywell Confidential – Do not forward or distribute

Allow Manual Monitors:

• A Manual, or ‘virtual’ monitor, allows you to

enter patient data without actually assigning

them a monitor

• Use this feature as a progression from

monitoring to independence

Callback Time Default:

• Enter the time for eligible monitors to call back

for patient messaging

• The field is set globally, and affects all monitors

within your PIN that have patient messaging

capability

Customizable Fields

Page 9: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

9 Honeywell Confidential – Do not forward or distribute

Choose Yes:

• Empty packets, transmit errors, and within limits

packets will be automatically acknowledged when the

next packet arrives from the monitor

• Missing data will also be automatically acknowledged

if Alert if Missing is not selected

• Packets eligible for automatic acknowledgement

(green) when you un-assign a monitor from a patient

will be auto-acknowledged

Choose No:

• Disable the Auto-acknowledge features if you want

EVERY packet to have a note entered by a user

Customizable FieldsAuto-acknowledge enabled for packets: Y or N

Page 10: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

10 Honeywell Confidential – Do not forward or distribute

Current Status Condition Filter Feature

Current Status can be filtered by the triage level:

Example: If a team is ‘Responding to Readings’

you may want the RNs to only review the ‘Alert’

readings. Applying the filter means RNs will only

have the Alerts displayed in their Current Status

View.

Each User can customize their Current Status view:

1. From the menu bar, select the pull-down arrow next to the Condition Filters icon.

Customizable Fields

1

2

3

2. A pull-down menu appears showing all of the available conditions.

3. Check desired boxes.

Page 11: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

11 Honeywell Confidential – Do not forward or distribute

Custom Fields 1 through 4

Custom Fields: Unique to your organization and can include anything relevant to you

Examples: Team name, Language, Risk Factor Score, Last Hospital d/c Date, or EMS Number

The specific field name will display in the Patient Demographics window

Display Custom Fields on Reports: Fields for internal use only can be hidden from the Tabular Trend reports.

Note: • Custom Fields may be used in Analytics

reporting• Custom Fields may also be displayed in the

Patient List when selected from the Column Chooser

Customizable Fields

Page 12: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

12 Honeywell Confidential – Do not forward or distribute

• The count in the lower right corner of the screen shows ALL remaining unacknowledged readings when this filter is off.

• Enabling this feature will limit the count to only those unacknowledged readings for the selected Site/Category.

Globally disable report export/email

• Controls the ability to EXPORT documents from LifeStream to another format.

• YES prevents any exchange of information via another format or email.

• NO allows reports to be saved to a new format and/or emailed.

Customizable FieldsFilter Alert Counts by Selected Site/Category

Page 13: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

13 Honeywell Confidential – Do not forward or distribute

Outcomes Questionnaire Indicator: Relates to responses to the Outcomes

2. Outcomes Questions will populate a report in Organization Reports

Note: Questions 48 – 51 are related to Outcomes and must be programmed on the patient’s monitor in order to activate the report

1. Check the Outcomes Questionnaire box in Demographics

Customizable Fields

Page 14: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

14 Honeywell Confidential – Do not forward or distribute

Patient Tier: Define customized date ranges for sorting purposes on the Patient List and Current Status screens.

2. Check Enable Tiers box

1. Select the Edit Icon on the tool bar

Customizable Fields

4. Save

2 3

4

3. Select two or three tiers based on your organizational preferences

• Tier 1: Enter the initial date range• Tier 2: Enter the following date range• Tier 3: Not editable – defaults to ‘Is

greater than’ the Tier 2 end date

Page 15: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

15 Honeywell Confidential – Do not forward or distribute

Patient Tier:Once enabled, individual clinicians can use the setting by editing their user preferences on the Patient List and Current Status screens.

• Clinicians may select Patient Tier from the Column Chooser

• Patient Tiers will display to enhance patient management

• The column may be moved using the click and drag method

Customizable Fields

Page 16: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

16 Honeywell Confidential – Do not forward or distribute

Patient Scheduling

Page 17: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

17 Honeywell Confidential – Do not forward or distribute

Enable Multi-Patient Scheduling

• Create schedules for multiple patients via one ‘activity’ vs. on an individual patient basis

• Allows Clinicians to make changes to many patients programming with one event

The Multi-Patient Scheduling icon will be displayed in

the Patient List and Equipment Setup.

Scheduling Multiple Patients

Page 18: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

18 Honeywell Confidential – Do not forward or distribute

1. Select the patients from the list by checking the box beside their name

Scheduling Multiple Patients

1. Check box next to patient name

3. Select Preset

2. Filter patients by Diagnosis, if preferred

3. Select the Preset you want to assign to this group of patients

4. Select Load

2. Filter by diagnosis

4. Select Load

Page 19: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

19 Honeywell Confidential – Do not forward or distribute

Multiple-Block Schedules enabled for Questions

Create multi-block schedules (up to 12) during one work activity:

Notes: • The ‘Questions’ tab within Equipment Setup provides the choice of weekly or multiple blocks

of 7-days• If choosing a Multiple Blocks schedule, choose the number of blocks desired up to 12

Multiple-Block Schedules

Page 20: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

20 Honeywell Confidential – Do not forward or distribute

Benefits of Extending Patient Schedules:

• Reduces need for clinicians to modify schedules every week, and allows progressive clinical management of patient

• Enables multiple clinical work flows to create schedules to accommodate a variety of organizational processes:

– Clinician managing a single patient assigns the same questions schedule to another patient, or multiple patients

– Clinician managing a single patient makes the question scheduled for that patient into a new “Preset”

– Clinician is able to assign a Preset to a single patient or group of patients from “Preset” menu

Extending Patient Schedules

Page 21: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

21 Honeywell Confidential – Do not forward or distribute

Examples:

• Repeat certain questions/reminders in subsequent blocks

• Or, choose education in early blocks and drop in later blocks.

Repeat:

• Select Last Block if you only want the last 7-days to repeat once the schedule is completed

• Select Entire Schedule to start over with Day 1 after all blocks are completed.

Extending Individual Patient SchedulesSelect the questions / reminders and schedule them for the desired 7-day blocks

Page 22: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

22 Honeywell Confidential – Do not forward or distribute

Diabetes Patient Scenario:

• Week One: Full schedule asking questions about medications • Week Two: Questions and education about signs of disease• Week Three: Questions and education around diet• Week Four: Questions and education around exercise

Week 2: Signs of disease

Week 3: Diet

Week 4: Exercise

Extending Patient Schedules: Use Case

Page 23: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

23 Honeywell Confidential – Do not forward or distribute

Data Management

Page 24: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

24 Honeywell Confidential – Do not forward or distribute

Establishing Basic Data

Data can be entered at any time; however, there are several items you can set up before using LifeStream by leveraging existing data, including :• Care provider list• Diagnoses list• Telemonitoring equipment list• Insurance company list• Medications list• Patient list

Data Management

Page 25: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

25 Honeywell Confidential – Do not forward or distribute

Adding Care Providers

1. Select Care Providers

2. Click Add Care Provider

Note: Any time you see 3 similar icons they will mean: Add, Edit and Delete. Hover over any icon for a description.

3. Enter Care Provider Information

Note: NPI is mandatory for physicians if you will be using an interface to another EMR.4. Select Patient

Categories box to enable LifeStream users to filter

patients by name.

Note: Use Patient Categories sparingly. It can be checked at any time.

5. Click Save

Page 26: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

26 Honeywell Confidential – Do not forward or distribute

2. Choose Add Diagnosis

1. Click Diagnoses

3. Enter Diagnosis (Required) and ICD Code (optional)

4. Check Patient Category box to designate as a Category (optional)

5. Click OK

Adding Diagnoses

Page 27: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

27 Honeywell Confidential – Do not forward or distribute

Notes:

• As of November of 2012, all new equipment shipped from Honeywell will be loaded into your organization’s PIN and set to the Unassigned site.

• Any time you need to change this information including Status, select the Edit Icon.

• When equipment is unassigned it will default to Needs to be Picked Up and must be Available Status to be assignable again.

Adding Equipment

Best Practice: Assign ONE person to be responsible for equipment management, including inventory, cleaning, and checking equipment in/out

1.

The Equipment List window allows you to add telemonitoring equipment to LifeStream. Multiple tabs are available to allow you to add peripherals, as needed.

2. Choose the equipment tab you wish to edit

3. Select Add Equipment

• Select the Tab of the type of equipment you are adding

• Select the Add Equipment icon• Enter required information• The revision # is entered when the

monitor transmits to LifeStream• Select the location from which this

equipment will be managed then OK.

Page 28: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

28 Honeywell Confidential – Do not forward or distribute

• Administrator module—October 9th• Intermediate module—October 28th• Advanced module—November 14th

Additional LifeStream Training Modules

Page 29: 1Honeywell Confidential – Do not forward or distribute Manage Customize Triage Integrate LifeStream™ Manager Administrative Workflows October 2013 Compatible

29 Honeywell Confidential – Do not forward or distribute

• Access Product Manuals and Quick Reference Guides via the Help menu in LifeStream• The Administrative Workflows Manual will give more detailed information including setting up Sites

and Categories

• Access additional resources including training videos, and other Clinical Support materials via the password-protected pages on our website: http://www.hommed.com/lifestream-services/clinical-support/

• Contact your Honeywell HomMed team:• Regional Territory Manager• Clinical Consultant• Customer Service: 888-353-5404

Additional Educational Resources