Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 1

UPDATED: 04/01/20

This guide contains the steps you need to take to “get started” with scheduled video visits.

• Recommendation is to use Haiku/Canto on your personal smart device for the Video & Audio portion; use a desktop or laptop to document in Epic

• The Instructions below on how to download Zoom on a Mac or Windows device are optional

Click directly on the Title Link to take you directly to that document.

Pages 2-3 How to download Haiku / Canto

Pages 4-6 How to download & install ZOOM for MAC - Optional

Pages 7-9 How to download & install ZOOM for Windows - Optional

Page 10 How to Do a Visit with Haiku - Android

Pages 11-13 How to Do a Visit with Haiku – iOS

Pages 14-16 Test Patient Information

Pages 17-21 Quick Button Steps

For Support, call Provider Help Line: For WI: 414-647-3035, Opt.3; For IL: 630-990-7020, Opt. 3

FOR PROVIDERS: SCHEDULED VIDEO VISIT GETTING STARTED GUIDE

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 2

STEP 1 *Please note this is a one-time only step

1) From your Mobile Device:

a) iOS (iPhone/iPad)

i) Open your App Store

ii) Search for Epic Haiku (iPhone)

OR

iii) Search for Epic Canto (iPad)

iv) Install Application

Epic Haiku iOS

Epic Canto iOS

b) Android

i) Open the Google Play Store

ii) Search for Epic Haiku

iii) Install Application

Epic Haiku for Android

2) Open your device’s Internet Browser and enter the following internet address:

For Haiku: https://smartchartmobile.aurora.org/haiku.htm

For Canto:

https://smartchartmobile.aurora.org/canto.htm

iOS

Android: Chrome Android: Firefox

SCHEDULED VIDEO VISIT – HOW TO DOWNLOAD HAIKU/CANTO

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 3

4) Click on the production link for the app you are trying to configure

(Haiku on your phone or Canto on your iPad)

a) When Prompted, open the Haiku/Canto app

5) The app will set the proper configuration, and prompt you for the password

a) Password = smartchart

6) Click OK

7) Your Epic mobile application will now be configured

a) From here, login to the mobile app using your AdvocateAurora Epic username and password

Note: if you are logging into your Haiku account from another institution, you will need to click the button at the top to select which institution you are logging into.

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ZOOM INSTALLATION STEPS ON A MAC

STEP 2: Install Zoom *Please note this is a one-time only step Go to https://support.zoom.us/hc/en-us/articles/201362033-Getting-Started-on-Windows-and-Mac Click on “Zoom Desktop Client (Windows or Mac) Zoom will begin to download to your device

Click on Zoom.pkg to install

Click on “Continue”

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To test Zoom – go to https://zoom.us/test Click on Join Meeting –

PLEASE NOTE: YOU DO NOT NEED TO SIGN UP FOR A PERSONAL ZOOM ACCOUNT

Click on “Join with Video”

If you can hear the ring tone, click on Yes. If you can’t click on No.

• Zoom will try to find another speaker device on your device

Say a few words. If you can hear them replay – click on Yes. If not, Zoom will search for another mic source on your device

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Click on “Join with Computer Audio” You have successfully tested Zoom!

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Go to https://support.zoom.us/hc/en-us/articles/201362033-Getting-Started-on-Windows-and-Mac Click on “Zoom Desktop Client (Windows or Mac) Zoom will begin to download to your device

Click on Run to install

It will install.

ZOOM INSTALLATION STEPS ON A PC DEVICE

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 8

To test Zoom – go to https://zoom.us/test Click on Join Meeting –

PLEASE NOTE: YOU DO NOT NEED TO SIGN UP FOR A PERSONAL ZOOM ACCOUNT

Click on “Join with Video”

If you can hear the ring tone, click on Yes. If you can’t click on No.

• Zoom will try to find another speaker device on your device

Say a few words. If you can hear them replay – click on Yes. If not, Zoom will search for another mic source on your device

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Click on “Join with Computer Audio” You have successfully tested Zoom!

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First, you must be logged into Haiku on your device. Refer to the instructions on Page 2 for how to download.

In Haiku, open the patient’s encounter from your schedule (do not search for patient from search box – video visit will not launch this way).

Next, select Summary

Then Start Video Visit. This will open Zoon on your device to allow its use as a video camera.

Note 1: Minimizing the video window will pin a smaller version to the desktop documentation can be done during the visit.

Note 2: you must exit the patient’s chart to be able to sign the visit in Hyperspace.

HAIKU FOR ANDROID – LAUNCHING THE VIDEO VISIT

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 11

1) Handoff feature is available only for Haiku on iOS and Canto (not Haiku on Android)

Haiku (or Canto) handoff buttons become available in Connect navigator section of patient’s video visit if provider logged into the app in the past 45 days. In example below, provider logged into Haiku app recently thus can access Handoff to Haiku button in the video visit navigator:

2) Before choosing to handoff

Download Zoom app on your mobile

device

3) Go to settings on your device, access

Zoom app and enable Microphone and

Camera:

4) If you have a default department set in

Epic Hyperspace at the login, then

before handing off the video visit, you

will need to log into Haiku/Canto app

and switch it to AAH VIRTUAL HEALTH

[500121].

5) If you don’t have default login

department set in Epic Hyperspace and

enter AAH VIRTUAL HEALTH [500121]

at the login, it will apply in mobile apps

automatically and you don’t need to go

in to change it manually.

HANDOFF TO HAIKU (iOS ONLY)

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6) Handoff video visit to Haiku (the same applies for Canto)

Click on Handoff to Haiku in Epic Hyperspace – Video Visit push notification is sent to mobile device. When you click on it, it will pass you through mobile app to the browser:

7) After you select to open page in Zoom, then it takes you to video visit room. Before joining it, you will be asked to go to your device settings and enable Microphone and Camera, if you haven’t done that yet:

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8) Otherwise, it will only prompt you to select audio option:

Please note there are two potential barriers to prevent the ‘Handoff to Haiku’ button from being visible in Hyperspace. 9) ‘Handoff to Haiku’ only works with

Apple devices.

10) Push notifications MUST be turned on

for the Haiku app (iPhone settings-

Notifications-Haiku-Allow Notifications).

11) Go into the notifications inside Haiku

and be sure the ‘Start Video Visit’

notification is turned on. (Log-in to

Haiku-click on your photo/silhouette in

the top right corner-Click Notification

Settings-Scroll all the way to the bottom

and click on ‘Start Video Visit’- Click to

turn on Push Notifications)

12) Go back into the Video Visit in

Hyperspace and see if the Handoff

button is there.

13) If not please click the ‘recycle’ button in

the right corner of the Connect section

and the button should appear.

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 14

GUIDELINES • Patients listed below are available to schedule practice video visits. THE TEST PATIENT MUST BE

SCHEDULED ON YOUR SCHEDULE. You must login as the test patient with the given username and

password. Then go through patient process. Next, use your computer/device and go through clinician

process.

• Please see the chart for MyChart login details

• Be succinct with your time spent on the video call and make sure that you end the meeting

• Sign all of the charts once complete

• Reminder: these patients are shared across the entire organization so please be mindful when in the sandbox

IMPORTANT: Please uninstall and reinstall the Live Well app when you are done training with test patients. Failure to do so will result in issues for other providers to test patients.

MyChart Username MyChart

Password Patient ID Patient Name

Patient Birthdate

ZZTEST.AURORAI Model*01 Z25493109 ZZTEST,AURORAI 03/20/2000

ZZTEST.TABI Model*01 Z29125966 ZZTEST,TABI 01/01/1990

ZZTEST.ALEX Model*01 Z29440081 ZZTEST,ALEX 02/05/1989

ZZTEST.JESSICA Model*01 Z25503516 ZZTEST,JESSICA 06/18/1982

ZZTEST.ACWEDITTWO Model*01 Z29242719 ZZTEST,ACWEDITTWO 12/24/1980

ZZTEST.AAK Model*01 Z27348864 ZZTEST,AAK 01/04/1978

ZZTEST.HEMAN Model*01 Z29125945 ZZTEST,HEMAN 07/15/1978

ZZTEST.BILLY Model*01 Z24462008 ZZTEST,BILLY 03/05/1977

ZZTEST.ANGELICA Model*01 Z24092834 ZZTEST,ANGELICA 03/03/1975

ZZTEST.JILLX Model*01 Z25006428 ZZTEST,JILLX 09/17/1970

ZZTEST.DONALD Model*01 Z25348898 ZZTEST,DONALD DUCK 03/15/1968

ZZTEST.PAM Model*01 Z24092169 ZZTEST,PAM 12/08/1964

ZZTEST.CARECONNECTION Model*01 Z26095884 ZZTEST,CARECONNECTION 06/06/1960

ZZTEST.SHARI Model*01 Z24091738 ZZTEST,SHARI 11/25/1958

ZZTEST.PETER Model*01 Z29745016 ZZTEST,PETER 07/01/1954

ZZTEST.KELLY Model*01 Z28915729 ZZTEST,KELLY T 10/09/1997

ZZTEST.ERICK Model*01 Z29125858 ZZTEST,ERICK 01/01/1990

ZZTEST.JUAN Model*01 Z29125581 ZZTEST,JUAN 08/17/1990

SCHEDULED VIDEO VISIT – TEST PATIENT INFORMATION

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 15

MyChart Username MyChart

Password Patient ID Patient Name

Patient Birthdate

ZZTEST.QUAID Model*01 Z29128077 ZZTEST,QUAID 01/01/1990

ZZTEST.RAD Model*01 Z29125991 ZZTEST,RAD 01/01/1990

ZZTEST.ACCT Model*01 Z27348868 ZZTEST,ACCT-STC- 06/18/1988

ZZTEST.MADOANA Model*01 Z25348324 ZZTEST,MADOANA 03/12/1987

ZZTEST.EAFONE Model*01 Z29098603 ZZTEST,EAFONE 05/07/1986

ZZTEST.GO Model*01 Z27348894 ZZTEST,GO 09/14/1985

ZZTEST.JENTDR Model*01 Z29126780 ZZTEST,JENTDR 10/05/1984

ZZTEST.HEATHER Model*01 Z27348900 ZZTEST,HEATHER 01/01/1982

ZZTEST.BARCODE Model*01 Z24154604 ZZTEST,BARCODE 03/03/1980

ZZTEST.CHARLENE Model*01 Z25161338 ZZTEST,CHARLENE J 09/10/1980

ZZTEST.ENTONE Model*01 Z29123933 ZZTEST,ENTONE 01/01/1980

ZZTEST,NKOTB Model*01 Z27941299 ZZTEST,NKOTB 03/03/1980

ZZTEST.ANTOINE Model*01 Z27857463 ZZTEST,ANTOINE 08/08/1979

ZZTEST.LALA Model*01 Z27857460 ZZTEST,LALA 03/02/1979

ZZTEST.JASON Model*01 Z29133544 ZZTEST,JASON 01/05/1978

ZZTEST.MANATARMS Model*01 Z29126209 ZZTEST,MANATARMS 07/15/1978

ZZTEST.PRINCEADAM Model*01 Z29130656 ZZTEST,PRINCEADAM 07/15/1978

ZZTEST.SHERA Model*01 Z29125976 ZZTEST,SHERA 07/15/1978

ZZTEST.SKELETOR Model*01 Z29125993 ZZTEST,SKELETOR 07/15/1978

ZZTEST.EAFSIX Model*01 Z29104112 ZZTEST,EAFSIX 05/01/1970

ZZTEST.LISA Model*01 Z24091776 ZZTEST,LISA 03/14/1966

ZZTEST.GBMW Model*01 Z29436757 ZZTEST,GBMW 01/01/1960

ZZTEST.ACL Model*01 Z28488304 ZZTEST,ACL 04/26/1958

ZZTEST.HOMER Model*01 Z27348902 ZZTEST,HOMER 04/09/1958

ZZTEST.REBECCA Model*01 Z27348919 ZZTEST,REBECCA 01/01/1958

ZZTEST.HARRIET Model*01 Z27348898 ZZTEST,HARRIET 05/27/1956

ZZTEST.DORENE Model*01 Z24090694 ZZTEST,DORENE 11/10/1954

ZZTEST.BESSIE Model*01 Z24091220 ZZTEST,BESSIE 07/24/1952

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MyChart Username MyChart

Password Patient ID Patient Name

Patient Birthdate

ZZTEST.NOVEMBER Model*01 Z27348915 ZZTEST,NOVEMBER 04/03/1952

ZZTEST.CHRISTINE Model*01 Z24092882 ZZTEST,CHRISTINE 10/12/1948

ZZTEST.CINDYG Model*01 Z28915786 ZZTEST,CINDYG 12/09/1945

ZZTEST.CATHERINE Model*01 Z24090911 ZZTEST,CATHERINE 03/22/1944

ZZTEST.DORI Model*01 Z24284054 ZZTEST,DORI 04/25/1936

ZZTEST.SUNDAY Model*01 Z27348924 ZZTEST,SUNDAY 04/03/1933

ZZTEST.ANNETTE Model*01 Z24315568 ZZTEST,ANNETTE 06/20/1928

ZZTEST.CACHE Model*01 Z27348880 ZZTEST,CACHE 05/01/1925

ZZTEST.FACE Model*01 Z27348892 ZZTEST,FACE 05/01/1925

ZZTEST.GRANDMA Y Model*01 Z24099232 ZZTEST,GRANDMA Y 05/06/1920

ZZTEST.BIOMED Model*01 Z29291327 ZZTEST,BIOMED 01/01/1901

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This document will walk you through how to make a Quick Button for Level of Service, Progress Notes & Chief Complaint.

Please see Part 1 for Level of Service, Part 2 for Progress Notes & Part 3 for Chief Complaint

Part 1: How to make quick buttons in the Level Of Service area Click on the wrench in the LOS tab

Make quick buttons and add in the modifier quick button.

Hover over an empty box with your mouse. The “+Add” will appear. Click on it.

TIP SHEET: HOW TO MAKE A QUICK BUTTON – Level of Service, Progress Note, &

Chief Complaint

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Fill in the caption with a name you will recognize, the appropriate level of service, and add a GT modifier. Then click accept.

Do the same for the 3 levels of telephone service: 99441, 99442, and 99443. Also, make a quick button while you’re here for the GT modifier that you’ll be able to use for your video visits when you do them. Click Accept.

Part 2: How to make quick buttons in the Progress Notes. For your first telephone encounter, make a quick-action button for all future telephonic notes. Click on the wrench under the “Progress Note” header.

In the “Smart Text” box, type “aah non” and hit enter

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Click Accept

Change the Caption to something that you will recognize, like “Telephonic Care.” Click accept

You now have a quick button to create this note for every patient that you need it in.

Part 3: How to make quick buttons in the Chief Complaint area Click wrench

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Insert a new row at the top of the list

Click in the empty box, then click on magnifying glass

Choose “Database Lookup” at the bottom

Type “MD” in the search box and hit enter

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Choose Md call

Click Accept

You now have a quick button