Getting Around 7 0
Contents
1. Problems once again Problem panel re appears The HEALTHone Screen Using Menus 30 Haz Ba HEALTH Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd HEALTHone menus act exactly like any other Windows application simply click point click ie Save as Template Shift Ctrl F2 Switch HCR Shift F10 Receive DXM Ctril Alt D Send DXM Start DAM Export all HCR data Synchronise with active source Ctrl Alt Synchronise configuration across network Print setup Se AO J ills R Print preview hy m L Ua kl Print Switch source Switch delegator Delegate access rights Exit 1 Click once on the File menu at the top of the screen 2 Move the mouse to point to Open Sub menu appears 3 Move the mouse to point to HCR HELIX 31 HEALTH 4 Search for John Test then click on a patient to select The first transaction in John Test s HCR is selected in the Transaction Panel and his administration information appears in the Item Panel Menu States Menus and their various options are dynamic in that they have two states active or inactive A menu will become inactive and therefore un selectable if the task they perform is not relevant to what you are currently doing Inactive menu options appear light grey in colour and active menu options appear black In some instances the menu will not be present at all The HCR menu for example will not be present on2. Toolbar The Analysis Toolbar n l 3g 0 EJ El i T s2 z5 Ri To find out what a particular button does you simply place the mouse cursor on it and an explanation of its function appears in the prompt area at the bottom of the HEALTHone Window Wait a few seconds and its name will appear underneath your mouse cursor elo bi Act mam lems 1 Point your mouse at different buttons on the toolbars and observe the prompt area at the bottom of the screen Note The toolbars can be locked by default so they can t be dragged into awkward positions To do this click on the menu item tools options and tick Lock the toolbars 34 im Ba HEALTH The Transaction and ltem panels also have own toolbars Transaction Panel Tool Bar Transactions 2 Filter Full contents Create a New Medical Transaction Administrative tansaction Billing 0 00 Action plan Appointment 22 H ne g y E Za Se Item Sequence Aggregate Create a Selector Selector Item Prescription Selector Item Panel Tool Bar We have indicated the function of some of the more commonly used buttons however the prompt area at the bottom of the screen will display a description of each button when you point to it with the mouse and they are also described on the reference sheet The Item Sequence and Aggregate Selector buttons were mentioned in the Introduction Session and this is where they are displayed on yo
3. the menu bar unless a patients HCR is open 32 Ti HEALTH Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd File Edit View Analysis Tools Window Help New lal Save sa Save as Switch HCR Shift F10 Ta Receive DXM Ctrl Alt D Send DXM Start DXM Ctrl Alt X SR Export all HCR data Synchronise with active source Ctrl Alt Y synchronise configuration across network Print setup Yo Print preview Ge Print Switch source Switch delegator Delegate access rights Exit Alt F4 Selecting a menu option Short Cuts HELIX 33 aa li n Short Cuts 1 You may have noticed in fig 2 3 the notation next to some of the menu options Ctrl means hold down the Control key and CikEnd keep it held down while pressing the key following it in the Ct l PgUp notation For example to get to the beginning of the HCR the Ctrl PgDn short cut is Ctrl Home This means keep the Control key held Cti Up down while pressing the Home key In time you will remember Ciko many of these and find them quicker to use than the menus The HEALTHone Screen Toolbars A toolbar is a strip of buttons and possibly other objects that achieve various tasks i e open the Patient Selector Window create a new patient file etc etc The HEALTHone Window has two toolbars Standard and Analysis If an icon is greyed out it is not relevant to the area that you are currently using The Standard
4. Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd HEALT Hone Getting Around Getting Around HELIX 21 aa li n Session One introduced the Health Care Record and terminology used in HEALTHone In this session we will introduce you to one of our patients John Test and learn the techniques and methods required to use HEALTHone and find your way around the program Starting The Program Double click it to start HEALTHone yi HEALTHone has a built in security system that requires the user to identify themselves by name and password to gain access to the program This information is entered in the LOGIN window illustrated opposite 22 m HEALTH Login lf your practice has more than one source click on the one you wish to open Usually you would type your name in the PEMO TWO Name box for now just type John Click on the Password box and type your code In our example type 1111 Cancel F Advanced Note HEALTHone is case sensitive when letters are used ina password See the Specific Tasks subjects in the Practice Management Section to find out how to change your password Click on the Login button If the Name and Password you entered were correct HEAL THone allows access and the Patient Selector Window appears next HELIX 23 aa li n Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd e Unsuccessful Login 1 lf
5. asis for sorting the patient list Clicking on a column name will cause HEALTHone to sort on its content Each column can have one of three states marked by an arrow or its absence Not sorted sumame Sorted in ascending order Sorted in descending order sumame e HEALTHone initially only allows sorting by one column at a time however you can 1 sort by multiple columns by clicking on the Configure icon atthe bottom of the patient selector window and selecting the Options tab Now select the Sort on several columns option by clicking on its radio button Click Validate to close the Configure Window 1 Experiment by clicking on the Surname column heading If initially unsorted the patient list now sorts into ascending surname order 2 Repeat click on the Surname column heading Patient list sorts into descending Surname order 3 Repeat click on the Surname column heading Patient list returns to unsorted state 25 Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd Adding Additional Columns Adding Additional Columns HEALTHone has a variety of information columns which can be displayed in the patient selector window such as patient address telephone number etc It is also useful to see the patients GMS number Additional columns are displayed by adding them to the patient selector As soon as a column is added it can be used both as a filter by typing in the box above the co
6. either the name or password you entered were incorect the message Invalid Login Name or Invalid Password whichever is relevant will appear Correct the error and click the Login Button again Note After three unsuccessful login attempts HEALTHone will automatically close and you will need to go back and repeat the Starting the Program exercise on the previous page The Patient Selector Window Selecting a particular patient Health Care Record HCR is easy in HEALTHone The Patient Selector Window has dynamic filters that immediately reduce the patient list to only those that match the filter HEALTHone is initially configured to filter by Surname First Name Date of Birth or any combination of these however additional filters can be added if required see Adding Additional Columns later in this session HEALTH one 2009 Fie Edt ew Analysis Tools Window Helo CONUS Gon amp EJ m d amp e amp C amp T2 K ILa n lt se T OO 4 As you type here the patient list in the Click on the column name to sort by it lower panel will automatically reduce to Repeat click to change between only display those patients that match the Ascending Descending and Not Sorted filter states Z Mal merge e App Dr Admin Admin SOURCE Patient Selector Window 24 Tai mi A l li n Sorting the Patient List Each column of information in the patient selector can be used as the b
7. lumn name and a means of sorting the patient list Click on Configure button at the bottom of the Patient Selector Window Click on the select box opposite the address of patient to place a in tick it Do the same for the GMS number Click on the Validate button to close the Configure Window e Patient Selector window now has two additional columns Adjusting Column Widths Columrs Search options Options Select Aa S S O O O N E A G a Propert sumame fret name Sex dale of birih address of patient localty of patient postal code patient telephone privale name of spouse name of contact person GMS number ref 1 family r urrber ref 2 reference 3 reference 4 name of doctor in charge dactor in charge department dale of fle opening dale of death 4 dale slait of presert job dale of discharge A palier references name of partner P b f Vaidate X Cancel There should now be two additional columns of patient information however these are not spaced correctly Some columns are too wide for the information they display and others are too narrow The width of each column can be altered by dragging the adjuster bar to the left of its heading 20 fm aa li n Column Adjuster Bars Adjuster Icon L sumame v first name date of birth YOUNG DONAL 20 03 88 TEST AGED 3 25 02 96 a i ro ale ti ik When you place the mouse cursor on an adjuster bar it will change shape to
8. nel Toolbar Windows Title Bar eo Billing Module Tab HEAL THone Menu Bar Analysis Toolbar Window Controls rr Problem TT TIYE YET TANA 11 05 13 M 97 Years BEE Panel Fie Edi HER Yew Anebse igh lnt Took window He alal xi 2 ORS SBS as 37 f l j y Active preblema Inactive Medios trawsactien Big Set tna denne onan 3 _ E SS_ sz hypertension Os in eet a chreris obstuctive siveyys disease 0t 92 lt cortivasd CENTYL 25MG TABLET tabs 1 tabs 1 daw 20 dey Witts 1000 S dig n asrirhnn lrrvWa ew l SF R XAT NMR TARI ET lahe 1 lah Abu Tide C 20 tabe 1000 TEZA AN amp diug piesciiphon ferred ASIN OAL TEMG TABLET tabs 1 lajs 1 daw 23 Bt Resperait Moment of occurence i Health HJ cored Dr Rory DDii 1221 HCR ae pola cored Or Roy OD 214 61406 Care en Pas ia nare 11 Current ationt ile Record E cored Dr Ray DDii 23 02 97 14 54 Area dereka aid er T Transaction Information Area ft cerd Dr Moy DDii 291 4 FH cored Or Roy Di 23 00 3814 54 ZA cored Dr Rory DDii 1208499 14 5 fh cored Dr Roy DDii 22 05 93 10 45 HEALTHone prompt Red text Locked Black Editable F cere Or Roy OD 12 04 39 828 i S cone Dr Ray OD 14 06 38 835 Area Session cera Dr Rory DDii 2312 99 1546 Information Area ZR cored Dr Roy DDii 0106 99 10 21 BF cored Dr Rory ODi 12 04 33 8 33 aug pe D
9. r Roy OT 03 04 99 1348 03 0400 85 Yeas D ug piesciption General p aclice Di Row ODriecot Fid creteres f ebr Seth DFMO NNF P1755 Transaction Panel Item Panel Lists Transactions in the HCR Displays Selected Transaction Detail The HEALTHone Screen Screen Panels 28 Ti mi A l li n The HCR screen is divided into three separate panels Transaction Item and Problem Each of these displays a specific part of the patient s file HCR as described below The Transaction Panel The Transaction Panel is used to display each event that has been recorded Anew transaction is added to the Health Care Record for any reason not simply because a patient visited for a consultation i e to record an experts report a lab result a visit at home an issue of a repeat prescription etc Transactions in this panel are divided into the two chapters Administrative and Medical We will look at quick ways to navigate through the various transactions in this panel later for now Transactions BLE Tranzactio Respongib Moment of occurence Adminiz TE e chapter Eg identik Dr Rom O DOr 28709792 12 00 g Medical chapter basic n Dr Ron O Dr 28 09792 12 00 FE consuli Dr Ron O DOr 26 09 92 12 00 espert Or Rom O Dr 02710792 12 00 1 Using your mouse click once to select any transaction in the Transaction Panel The transaction becomes blue when selected 2 Now use the up arrow and do
10. the gt Adjuster Cursor Now drag left to reduce the column width or right to increase it sE 1 Experiment with adjusting column widths to achieve the approx appearance as illustrated below LEERY surname Sl et NM 30x date of brih addiess of pabert GMS number ref DUNG D H L male 20 03 88 14 LOWER MOUNT STREET 4GED 3 J HILL VIEW JOHN 05 12 FORREST VIEW Selecting an Existing Patient 1 If the Surname filter is not currently selected insert cursor flashing click once in the white box above the column name Surname filter is now selected 2 Type a T The list of patients reduces to display only those whose surname begins with T 3 Type an e The list of patients further reduces to display only those whose surname begins with Te Select John Test in the patient list Click on the Select button The Health Care Record HCR for John Test opens HELIX 27 HEALTH Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd APPOINTMENTS 1 You may have noticed in fig 2 1 the Appointments tab This is where you access the appointments module See the Appointments chapter later in this book to find out how to use it The HEALTHone Screen This is the HEALTHone screen when a patient s HCR is open The three panels mentioned in session one problem transaction and item can be clearly identified Major Areas of the Screen HEAL THone Standard Toolbar Item Pa
11. ur screen The function of each button will be explained as they are encountered in the book In many instances the action of a button is also available as an option on a menu you can choose whatever method you prefer to select a particular function HELIX 3 gt HEALTH
12. wn arrow cursor keys on the keyboard to move from one transaction to another The highlight moves between transactions Notice the information in the Item Panel changes to reflect the contents of the current transaction HELIX 29 mi fn ll n 3 Now repeat press the up arrow until the Administrative Chapter comes into view You can now see that the Administrative Chapter has just one transaction and the Medical Chapter starts with the Basic Medical Information transaction The Item Panel The ltem Panel is used to display the contents of the selected transaction Each transaction can contain one or more items Remember the discussion on this in the Introduction section Note By default when you open a patient s record the last transaction displays It is possible to set it to open automatically in either the Administrative or Basic Medical Information transaction if preferred To do this click on the menu item tools options and choose from the drop down list Open the HCR on The Problem Panel The Problem Panel is used to display the patient s principal active or inactive medical problems This feature can also extend to linking the relevant transactions to the condition they relate too We will show you how this is done later It is possible to hide this panel if you are not using it Click onthe View menu and select the option Problems Problem panel disappears Click on the View menu and select the option
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