Optos Optomap Integration User Guide
Contents
1. What should Firefox do with this file Contact Info ith Browse Save File v Do this automatically for files like this from now on insurance Jiagnosis History Policies Diagnosis History Settings can be changed using the Applications tab in Firefox s Options Page 19 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Google Chrome When first clicking the Export to Optos button in Google Chrome shows that a popup was blocked Click the option for Always allow pop ups from and then click Done 7 RevolutionEHR x E CA https qa revolutionehr com pms indexhtml The following pop ups were blocked on this page O a Pi 7 A ss all amp Ta https ga revolutionehr com pms revbrid en d839b103 9939 4950 8340 3157e7e7d2db Always allow pop ups from ga revolutionehr com Find patients TestPatient C 23 Continue blocking pop ups TestPatient Canon Age 44 Years 361876 S55 Apps HIT Bridge Services Bridge Testing Web RevolutionEHR Lea lt gt QARevolutionEHR gt Prod RevolutionEHR LocalDev Revolutio Manage pop up blocking Done Personal Details Family Rx Types Last Exam Next Appt Current Balance Important Notes Name Mrs Canon TestPatient Date 07 10 20142. Vantage Pro Scheduler exe or Capture exe mas i Fro a a k Vevdtitd ie Pro Scheduler Technicians PC Export patient demographics to create a matching patient in the optomap software Installed software e Web browser for RevolutionEHR e Revintegrator for Imaging e V Vantage Pro Scheduler exe or Capture exe Fa k Ve vdtitd ie Pro Scheduler If patient demographics aren t exported use the tethered tablet to manually update the patient id in optos to match the RevolutionEHR patient id Page 28 of 29 Final Exam Room PC Inside the patient s encounter click the Launch Optos Review button to view this patient s optomap images Installed software e Web browser for RevolutionEHR e Revintegrator for Imaging e Vv Vantage Pro Review eee i Fro uO T We Vatitd ge Pro Revie All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc For practices using the Daytona system along with its tethered tablet you ll need to install Scheduler exe on at least one PC somewhere in the practice Typically this PC might be at the front desk or it might be a technician s PC This PC would be responsible for exporting patient demographics from RevolutionEHR into the Optos system In order to install Scheduler exe locate the Vantage software for Image server the PC that is used for saving images from an Optos camera where
3. O Fi aai mh aa d E a Peis Matt s QA Test Location Matt S Iar al Find patients TestPatient O 53 fa M TestPatient OptosOptomap Age 25 Years 362995 emographics Family Contact Exam History Personal Details Family Last Exam Next Appt Name Mrs OptosOptomap TestPat Eyeglass Rx Date Nickname CLRx Type DOB 01 01 1990 Age 25 Years Provider SSN Med Rx Next Appt PHR Login No Sex Female t Contact Info ni Contacts Recent Exams The Revintegrator for Imaging goes to work querying the latest patient demographics from RevolutionEHR and then exporting them to Optos Capture or V Vantage Pro Scheduler software In the export data the Patient Id from RevolutionEHR is populated along with Issuer of Patient Id equal to RevolutionEHR These details establish RevolutionEHR as the golden record for patient information In other words use RevolutionEHR to enter and maintain your patient records and then export that data to other systems Golden record is an Information Systems concept for Single Source of Truth SSOT Click for more details Page 15 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Additionally Optos V Vantage Pro Review can be launched within a patient encounter This process opens Review to the patient Below is the icon for the Opt
4. Page 5 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc When complete the final installation screen will say Installation Complete and click the close button to exit this process RevIntegrator for Imaging Installation Complete a Revlntegrator for Imaging has been successtully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Cancel Back The Revintegrator for Imaging is now installed and it can be launched from either of the places shown below The icon will appear on the Windows Desktop ta Revintegrator de Imaging Page 6 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc From the Start Menu under RevolutionEHR select Revintegrator for Imaging ae sess de Optomap U revu RevolutionEHR a O RevolutionEHR Integrator Help and Support Default Programs di Revintegrator for Imaging F Forum Server Setup a SmartBear di Snoop dk SpringSource i Startup ad Terminals d TortoiseSVN 4 Back i i enrere MOrarec On trice search programs and sues p Page 7 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Step 2 Configur
5. the same network that s running as a Receiver Page 22 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc A LAN Configurations Status LANConfig is running Start up Mode Server Running in Server mode 4 b Broadcast Server Starting the Broadcast Server allows the local configuration files to be sent to other PCs Receiver Firewalls may block the ports below Broadcast Port 17761 Interval seconds 20 HTTP Service Port Net TCP Port Start Broadcast Page 23 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Move to each of the other PCs in your practice start the Revintegrator for Imaging software Inside the Settings dialog box click LAN Configs click the Receiver button The Revintegrator for Imaging will close down while it locates the originally configured PC and copies those configuration settings lt gt Settings Poe Status Integrator Extensions System Tra LAN Configs Broadcast Server Save and Close Page 24 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc The LAN Configurations screen will now appear in Receiver Mode Click the Start button and this PC will receive a
6. 121005 b2a revbridge Do you want to open or cs aaa Sex Female w ga revolutionehr com save this file p Contact Info aaam 8c4738e8 d12 revbridge Downloads ga revolutionehr com Policies Diagnosis History CuteWriter exe 191MB temp Acro Software Inc V Active Policies Only V Active Diagnoses Page 21 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Appendix B Broadcasting configurations The Revintegrator for Imaging should be installed and configured on every Optos PC in your practice The latest version of the Revintegrator for Imaging software can be downloaded from http insight revolutionehr com wp content uploads Revintegratorforlmaging msi Once you have a single PC configured and integrated properly you can use that PC to broadcast out its configurations to all other PCs While logged into the first configured and running PC click Settings and from the LAN Configs tab click the Broadcast Server button This action begins broadcasting updates to all Receiver PCs in your practice lt gt Settings boa Status Integrator Extensions Broadcast Server System Tray LAN Configs Save and Close The LAN Configurations application will launch in Broadcast Server mode That means this PC will broadcast its settings to any PC that s connected to
7. Patient Balance 0 00 Eyeglass Rx 5 Nickname Type Comprehensive Encounter Patient Credit 0 00 DOB 01 01 1970 Age 44 Years CL Rx Provider Shinker Matt Insurance Balance 0 00 SSN sais Next Appt Collections Balance 0 00 PHR Login No Mus Re Sex Female E Contact Info Contacts Policies Diagnosis History v Active Policies Only M Active Diagnoses Only Page 20 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Internet Explorer When first clicking the Export to Optos button in Microsoft s Internet Explorer the View Downloads dialog box appears Click the Open button on the highlighted file to export the Patient s demographic data and launch Capture or Scheduler Ce https qa revolutionehr com pms index html Pra amp RevolutionEHR x SS amp LocalDev RevolutionEHR Prod RevolutionEHR P QA RevolutionEHR B Suggested Sites Web Slice Gallery v Find patients TestPatient C 52 f TestPatient Canon Age 44 Years 361876 vg View Downloads Internet Explorer Personal Details Current Balance Name Mrs Canon TestPatient View and track your downloads Search downloads p Patient Balance Nickname Patient Credit DOB 01 01 1970 Age 44 Years Name Location Actions Insurance Balance SSN PHR Login No fd
8. RevolutionEHR Phone 877 REVEHR 1 www revolutionehr com customersupport revolutionehr com Optos optomap Integration User Guide Updated 10 Dec 2015 Page 1 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Table of Contents Table of CONUS Sarcawten acu ater tian dwareucianiunleuduanae maceuiien auntie cudcin isu dtentdenaninivendcnaadens 2 Modu CHO wewetecuneicnsiemenionteodeundemctiiaren nibuadet alien EEEE 3 Step 1 Installing The SoftWare sermiicitieininain a 4 Sep CONNU AOT eina aaa Eaa EE a E r E T E 8 Sep 2 RUN ODL OS ODOM aD cbc ote nAn A AENA 14 Appendix A Browser settings for RevIntegrator for IMA GING cccceeeeeeeeeeeeeeeeeeeees 19 Appendix B Broadcasting CONFIGUrATIONS cccccccce cece eee e eee e teen eee eeeeeeeeeeeeeeeeeeeenenngs 22 Appendix C Updating existing patient records cc cece cece eeeeeeeeeeeeeeeeeeeeeeeeennas 27 Appendix D Software installation OVErViCW ccccccccee cece eee e eee e eee eeeeeeeeeeeeeeeeeeeeeenenngs 28 IMPORTANT NOTE This User Manual is designed to provide practices all fundamental information required to perform the setup without assistance However if assistance is needed we request that a call be scheduled with Customer Support Due to the technical component and time required when assisting practices with device integration a scheduled call will ensure that the appropriate S
9. ation The first time the Revintegrator for Imaging is run it will need to be configured From the Edit menu click the Settings menu option See ae ee TEN revINTEGRATOR seamless device integration Activity Log The Revintegrator for Imaging is running Directory Watcher status changed to WAITING with status message Currently watching C lemp Dev_RevBridgeTemp Page 8 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc The Settings dialog box will appear The items on the Integrator tab are required os Settings E 7 7 Status Integrator a Environment Application _ LOCALDEV Extensions E System Tray jas es LAN Configs S PRODUCTION O CASANDBOX O CAPRODUCTION User Name Password Location Id Test Connection Save and Close Enter values for the User Name Password and Location Id fields above To obtain these values log into RevolutionEHR go into Administration then to General gt Practice Preferences On the Partner Integrations tab there s a Device Interfaces section that will list the various device interfaces Page 9 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Credentials for the RevEHR Integrator for Imaging are used for this software Administration gt General gt Practice Preferences gt Devic
10. e Interfaces C B https revolutionehr com pms index htm C revolutioner 2 as VWs gad General Basic Information Communication Payment Preferences Additional Preferences Partner Integrations Locations tact Contacts Patient Communications Practice Preferences Partner User Name Password Enabled Agreements 4PatientCare No Employee Roles Demand Force PA No Data Configuration EyeConx No Tasks Encounters Interviews SolutionReach EAR Ves Documents and Forms WebSystem3 PAR Yes Communication Templates System Rules Vendors Partners Device Interfaces Patient Management Accounting Partner User Name Password Enabled Yes Yes RevEHR Integrator DEVI uA Yes Page 10 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc The Location Id is also in the Administration area Under General click the Locations menu option From the Location Listing enter the Location Id is 377 in the diagram below for the current practice location Administration gt General gt Locations gt Location Listing i General _ Cesc Basie Information Location Listing Contacts Location Name Address Security i 358405 shinkers Practice Shinkers Place Practice Preferences Agreements Employee Roles Data Configuration Tasks Encounters Interviews Documents and Forms Communicatio
11. guration files F Step 3 Back up existing configuration files amp Step 4 Replacing existing configuration files Step 5 Launching application Page 26 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Appendix C Updating existing patient records The integration between RevolutionEHR and Optos is based on the Patient Id field If the two systems have the same patient Id number they can talk to each other Practices that have years of patient records stored in Optos should consider manually updating the Patient ID to match the patient id in RevolutionEHR The Optos Patient ID field should be updated prior to clicking Export to Optos in RevolutionEHR otherwise two patient records will exist in Optos D Fatient Details Last Name TestPatient First Name s Marcol Middle Initials Gender Female Iris Category Practitioner Motes Demographics Family Contacts Name Marco0 TestPatient Nickname DOB 02 08 1960 Age 55 Years SSH PHR Login No Sex Female w Page 27 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Appendix D Software installation overview Front Desk PC Export patient demographics to create a matching patient in the optomap software Installed software e Web browser for RevolutionEHR e Revintegrator for Imaging e V
12. h Appendix D Software installation overview contains more information the software installation Here are examples C Program Files Optos Optomap Application Capture exe C Program Files x86 Optos Optomap Application Capture exe C Program Files Optos Optomap Application Scheduler exe C Program Files x86 Optos Optomap Application Scheduler exe To view patient records in the Optos Review software click Enable Review and then configure the complete filename to the Review exe software After entering this information while in the Settings dialog box click Save and Close Page 13 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Step 3 Run Optos optomap Enable the Optos optomap Integration From the Additional Preferences tab enable the optomap Integration Administration gt General gt Practice Preferences gt Additional Preferences Ca ou au ad General E Basic Information Locations Communication l Payment Preferences Practice Claims Processing Additional Preferences Partner Integrations 7 lt o v tact Sa Contacts PHR Clinical Summary Default Sections View Defaults Security Finslia EE PHR Transition of Care Default Folder v Agreements PHR Transition of Care Default Sections 2 View Defaults Employee Roles r i PHR Patient Record Default Folder v Data Configuration is PHR Pa
13. heduler To utilize the review of a particular patient record from inside RevolutionEHR the patient id in Optos optomap or the V Vantage Pro system must match the patient id in RevolutionEHR Additionally the PC must run the V Vantage Pro Review software along with the Revintegrator for Imaging W Vantage LO fe Wartta qe Pro Rewiew Contact Information For help with installation and configuration of this software contact Customer Support at 1 877 738 3471 extension 2 Page 3 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Step 1 Installing the Software The Revintegrator for Imaging is free software that can be downloaded and used by any RevolutionEHR customer There is no special licensing or fees required to use it The Revintegrator for Imaging should be installed on any PCs that are currently running Capture or Scheduler for exporting patient demographics It can also be installed on exam room PCs that are currently running Review It requires the following prerequisites to run on a PC A Supported Operating System Windows 7 or above Windows 7 Service Pack 1 or above Windows Server 2003 Service Pack 2 Windows Server 2008 Windows Server 2008 R2 Windows Server 2008 R2 SP1 Windows Vista Service Pack 1 Windows XP Service Pack 3 A Supported PC with an Intel compatible x86 or x64 processor recommended minimum of Pentium 1 GHz o
14. it is not directly connected On that server browse to the location C Program Files Optos Optomap Applications then locate scheduler exe This software application can be copied to the front desk or technician s PC into a similar folder structure C Program Files Optos Optomap Applications scheduler exe Page 29 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc
15. n Templates System Rules Vendors Partners Patient Management Accounting Page 11 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc On the Extensions tab of the Settings dialog box update the configuration settings by clicking Optos Extension P Settings O ka Status Integrator Application _ Extensions ee A _System Tray LAN Configs s Optovue Extension Save and Close Page 12 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Below is a screenshot of the Optos Configuration dialog box A Optos Configuration fo CE fE Status CPtos Configuration Launch Optos Command settings is required Export Patient Demographics v Enable Export Export Full Filename C Program Files x86 Optos Optomap Applications scheduler exe J Enable Review Review Full Filename C Program Files x86 Optos Optomap Applications review exe Save and Close optos When exporting patient demographics there is an option to use either Capture or Schedule Select whichever option is appropriate for the device that s running in your practice Once Enable Export is clicked then the entire filename statement to the executable Capture exe or Scheduler exe must contain a valid pat
16. ny configurations settings broadcasted by the original PC in Broadcast Server mode E LAN Configurations O x Status LANConfig is running Start up Mode Receiver Running in Receiver mode Broadcast Server war allows this PC to receiver configuration files from the Broadcast Server a Step 2 Request remote configuration files Receiver lick the Start button to receive configuration tep 1 Discover config server Step 3 Back up existing configuration files Step 4 Replacing existing configuration files Step 5 Launching application Page 25 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc The Receiver will quickly step through a process of backing up the existing configurations and then saving the broadcasted files After clicking the Exit button this process is complete and when Revintegrator for Imaging is re run on this PC it will use the updated configuration settings A LAN Configurations O Status Step 3 Files backed up Step 4 Replacing existing config files Step 4 Existing config files have been replaced SUCCESS Receiver workflow successfully completed ia Broadcast Server Running the Receiver allows this PC to receiver configuration files from the Broadcast Server Receiver Start Click the Start button to receiwe configuration amp Step 1 Discover config server Step 2 Request remote confi
17. os V Vantage Pro Review software VP Vantage HO if Wantage Pro Rewiew Find patients TestPatient O 5 2 TestPatient OptosOptomap Age 25 Years 362995 History 08 25 2015 amp Workflow Steps Check In O TSS Launch Optos Review Patient Reason For Visit Interview Comprehensive Page 16 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc If this wasn t already configured the first time the integration is run the Optos Configuration dialog box below will be displayed Page 11 of this User Guide contains more information about configuring this integration Optos Configuration kopaa Status ptos Configuration Launch Optos Command settings is required Export Patient Demographics Enable Export Export Full Filename C Program Files x 6 Optos Optomap Applications scheduler exe a Enable Review Review Full Filename Program Files x86 Optes Optomap Applications review exe optos Page 17 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc The following fields of information are exported from RevolutionEHR into Optos Patient s Date of Birth Patients birth date Patient Id Patient id Page 18 of 29 All information contained in this document is confidential and solel
18. r higher with 512 MB RAM or more minimum disk space of 600 MB for x86 processors or 1 5 GB for x64 processors Software installed Microsoft NET Framework 4 Client Profile or above which requires Windows Installer 3 1 or later and Internet Explorer 9 or later Microsoft Windows Installer 4 5 or above which can be downloaded from Microsoft s Web site The latest version of the Revintegrator for Imaging software can be downloaded from http insight revolutionehr com wp content uploads Revintegratorforlmaging msi Page 4 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc To install the software double click the Revintegratorforlmaging msi and the process will begin If a User Account Control dialog box appears click Yes to allow it to make changes to this computer Program name C hit projects hit bri Revintegratorormaging msi Publisher Unknown File erigin Hard drive on this computer ix Show details Change when these notifications appear Windows 10 Note When attempting to install this software on Windows 10 Windows SmartScreen might display the warning shown below understand the risk and want to run this app This is due to fact that RevolutionEHR does not digitally sign its installations Click the checkbox I understand the risk and want to run this app Then click the Run anyway button to start the installation process
19. tient Record Default Sections View Defaults Encounters Interviews Z N N PFSH Enable PFSH Family Health History Yes OU No e Documents and Forms Communication Templates Toast Messages Enable Toast Messages Yes e No System Rules Toast Message Duration 3 Vendors Partners fa Toast Message Location Top Center v Patient Management Accounting Medication Screen Orientation Screen Orientation ry automatic Auto change screen width 1280 Zeiss Forum Integration Enable Zeiss Forum Yes No QO Optovue Integration Enable Optovue Export Yes No O Optomap Integration Enable Optomap Export Important Note After enabling the Optos Integration log out of the RevolutionEHR web application then log back in to see the newly enabled buttons Page 14 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc The Revintegrator for Imaging is meant to work behind the scenes to integrate with other software applications like optomap The application will run in the background when actions are taken in RevolutionEHR The screenshots show that you can export a Patient s demographics to Capture or Schedule by clicking the Export to Optos link and button NOTE Appendix A of this document contains important configurations based on the web browser 1 TestPatient O amp s ey TestPatient OptosOptomap Age 25 Years 362995
20. ubject Matter Expert is available and has sufficient time to provide the help needed To request a call with a Subject Matter Expert please email customersupport revolutionehr com In addition if you have a device rep coming onsite to help set up any new or existing equipment that will integrate with RevolutionEHR be sure to email ahead if you believe you will need assistance from RevolutionEHR Copyright notice Optos optos and optomap are registered trademarks of Optos plc Page 2 of 29 All information contained in this document is confidential and solely the property of Health Innovation Technologies Inc Introduction The Revintegrator for Imaging is a software application that installs and runs on PCs to integrate RevolutionEHR to Optos optomap This software is designed to work behind the scenes to retrieve data from RevolutionEHR and send it to optomap Once this software is configured you generally won t have to interact with it The software should be installed and configured on every PC in the practice Three quick steps to get it working 1 Install 2 Configure 3 Run Appendix D Software installation overview is a graphical representation of the information below To utilize the export of patient demographics from RevolutionEHR into Optos optomap or the V Vantage Pro system the Scheduler or Capture software must be installed along with the Revintegrator for Imaging V Vantage Pro Vo Wantage Pro Sc
21. y the property of Health Innovation Technologies Inc Appendix A Browser settings for RevIntegrator for Imaging The Revintegrator for Imaging uses a custom MIME type in the web browser to launch actions on local PCs This means that each web browser must have configuration settings For each of the supported browsers there are configuration instructions below This configuration should only need to be done once on the PC Firefox clicking on the Export to Optos displays a popup window click OK and the Revintegrator for Imaging application will start RevolutionEHR MO A hittps ga revolutionehr com pms index htmnl CS E Googie lt gt revolutioneHR freedom to focus K Patients Schedule Accounting Orders Tasks Messages Reports Inventory Admin Help Matt s QA Test Location Find patients TestPatient C 53 TE 2O TestPatient Canon Age 44 Years 361876 Exam Historv Opening 24e5ec2d cfba 4e8b a394 5370ef8672dc revbridge yemographics amily Contacts Personal Details Family Current Balance Name Mrs Canon TestPatient You have chosen to open Eyeglass Rx Patient Balance 0 Nickname oa _ 24e5ec2d cfba 4e8b a394 5370ef8672dc revbridge Patient Credit 0 DOB 01 01 1970 Age 44 Years CL Rx which is revbridge File Insurance Balance 0 a Med Rx from https qa revolutionehr com Collections Balance 0 PHR Login No A TE Sex Female ta
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