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Linked Care User Guide National PCEHR v4.0
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2. Online Record Local History Date Item Status Action Thu 21 Jun 2012 Event Summar Sent Thu 21 Jun 2012 Shared Health Summary Sent Figure 5 2 4 Local History Documents Box For further instructions on using the Local History documents box please refer to the Linked Care Panel User Guide History documents box section 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 21 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 3 Gain Access to the National PCEHR You must request access to your patient s National PCEHR record This will normally be a once off event per patient The Gain Access screen has the following menu options Without Access Your patient s National PCEHR record can be accessed without entering an Access Code code With Access You will need to enter an Access code supplied by your patient to access their Code National PCEHR record Emergency In an emergency situation you may request Emergency Access to gain access to your Access Patient s National PCEHR record 5 3 1 Without Access Code The Without Access Code option will be selected by default where the PCEHR Program status is Registered Not Connected and your patient s PCEHR record does not require an Access code To gain access to your patient s PCEHR when an Access code is not required 1 Select the Without Access Code option Jessica Woo Linked Care Gain Access EE Without Access Code O With Access Code O Emergenc
3. KARA WE ha 0 WR Ve 0Q EWE h Q W n n 30 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 3 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 1 Introduction 1 1 PrimaryCare Sidebar Pen Computer Systems Pty Ltd PCS have developed the PrimaryCare Sidebar as an adjunct to the GP Clinical Desktop System to deliver useful tools and decision support information for the primary care sector at the point of care The Sidebar sits on the right of the screen by default and contains a series of panels each with links to a range of primary care software tools The panels allow the tools to be grouped into logical areas of health care This document assumes that the Sidebar has been installed and the user has been registered 1 2 Linked Care Panel National PCEHR The National e Health Transition Authority NEHTA s Personally Controlled Electronic Health Record PCEHR is a secure electronic record of your patient s medical history stored and shared in a network of connected systems The PCEHR will bring key health information from a number of different systems together and present it in a single view The Sidebar Linked Care function will act as an intermediary between your Clinical System and the National PCEHR Sidebar GP Practice Nurse Clinical System m mm w w Ee National PCEHR r Figure 1 2 National PCEHR Program Integration 10 Jul
4. Clinic EYM UBER Shared Health Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Event Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Wed 6 Jun 2012 Best Practice Clinic EYM UBER Event Summary Remove Wed 6 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Wed 6 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Wed 6 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Tue 5 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt Figure 5 2 1 1A Linked Care dialog Registered Connected Status 5 2 1 2 Registered Not Connected When your patient has a Registered Not Connected status the Linked Care dialog will display a The Local History tab in the Documents box Any documents previously sent by you to the National PCEHR will be listed here b The Gain Access icon Select this option if you wish to request access to your patient s National PCEHR see 5 3 Gain Access to the National PCEHR 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 15 of 30 PrimaryCare Sidebar Linked Care Nation
5. row select Add 2 A Windows Security Certificate screen will appear with a list of available certificates 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 10 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide SubC A Issuer RootlA Valid From 3 06 2011 to 11 03 2071 RootCA Issuer RootlA Valid From 11 03 2011 to 11 03 2071 cn general 800362083333 Issuer SubGA Valid From 1 03 2012 to 1 03 2013 Click here to view certificate prope Figure 4 2 1 1A Select Certificate 3 Select the appropriate certificate and click OK 4 The DHS certificate will be linked to your National PCEHR Program The HPI O is loaded automatically as part of the certificate selection Organisation Identification Actions Mater MEHR Add PCEHR Eq cn general 2003 View 2003624156670668 HI Service Figure 4 2 1 1B Organisation Identification National PCEHR Certificate added Refer to the Linked Care Panel User Guide for instructions on how to Replace or Remove a certificate or modify your HPI O 4 2 1 2 Add HI Service Certificate To add the Medicare certificate to the HI Service Program 1 In the Organisation Identification dialog HI Service row select Add 2 A Windows Security Certificate screen will appear with a list of available certificates 3 Select the appropriate certificate and click OK 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 11 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide
6. 4 The Medicare certificate will be linked for use with the Medicare HI Service Organisation Identification HPI O Mater Add MEHR Add HE PCEHR Ewl cn general 8003 View Replace Remove 8003624166670668 from cert HI Service Ewl Test Medicare I View Replace Remove Figure 4 2 1 2A Organisation Identification HI Service Refer to the Linked Care Panel User Guide for instructions on how to Replace or Remove the certificate 4 3 Provider Identification Your Provider Identifier is required to be entered into the Sidebar to successfully interact with the National PCEHR Refer to the Linked Care Panel User Guide for instructions on how insert your HPI I into the Sidebar 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 12 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 Linked Care Panel National PCEHR The National PCEHR program icon will display in your Linked Care panel in both the Patient view and Provider dashboard tabs For information on the Sidebar configuration of your Linked Care panel and your National PCEHR program refer to the Linked Care Panel User Guide User Preferences section for instructions 5 1 Linked Care Panel Patient View The PCEHR icon will display in the Patient tab of your Linked Care panel provided that you are licensed to use the National PCEHR Program and the program is enabled in your Linked Care Patient Preferences A Linked Care 2 am Provider Dash
7. AILS HPI I 8003 6108 3334 0850 Start Date 16 Jan 2012 10 00 End Date 16 Jan 2012 12 00 Administrative Observations Field ResultValue Date of Birth is Calculated From Age False Date of Birth Accuracy Indicator UUA Age Accuracy Indicator True Birth Plurality 2 Age 47 Medicare Benefits 2950186011 Medicare Card Number Event Details Clinical Synopsis Description Bonnie presents today for results of MSU after presenting last week with symptoms suggestive of a UTI MSU sent and was given triprim one daily for 7 days S developed urticaria to the triprim so this was stoped and after checking MSU report changed to kelfex 500mg tds Adverse Reactions Adverse Reactions Substance Agent Uvdranan cunnida anc Manifestation Figure 5 2 3 2A Document Preview 5 2 3 3 Previous Document Versions A listed document may have previous versions submitted in the PCEHR repository To check if a previous document version exists 1 Select the expand icon in the document row The Sidebar will send a request to the PCEHR repository checking if the document has any previous versions Thu 7 Jun 201 Best Practice Clinic EYM UBER Shared Health Summa Remove Retrieving Previous Versions Thu 7 Jun 2012 Best Practice Clinic EYM UBER Event Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summa Remove Figure 5 2 3 3A Retrieving Previous Versions If the PCEHR repository does not hold previous versions of the doc
8. Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Gain Emergency Access B Send Health Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd Bagshaw Shared Health Summary Remove gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt gt Figure 5 3 3B Emergency Access Granted 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 24 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 4 Submit a Document to the National PCEHR 5 4 1 Initiate sending of document To initiate the sending of a docum
9. CEHR with an access code without an access code or invoke Emergency Access Refer to section 5 3 Gain Access to the National PCEHR Gain This option is only available for the Registered Connected status Emergency Selecting this option will open the Gain Access screen where Emergency Access can be Access requested Refer to section 5 3 Gain Access to the National PCEHR 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 17 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide Send Health This option will appear when your patient has a Registered Connected status Summary Selecting this option will open the Data Selection Wizard where you can select which patient data you wish to include in your patient s Health Summary Refer to section 5 4 Submit a Document to the National PCEHR Send Event This option will appear when your patient has a Registered Connected status Summary Selecting this option will open the Data Selection Wizard where you can select which patient data you wish to include in your patient s Event Summary Refer to section 5 4 Submit a Document to the National PCEHR 5 2 3 Online Record Documents Box The National Linked Care dialog Patient view will display a list of all available patient PCEHR documents from the National PCEHR repository where your patient has a Registered Connected program status From this box you may preview a document view previous versions of a document view details on the o
10. E 7 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 3 Data Privacy and Security 3 1 Patient Details Transmission Linked Care patient information is stored on a secure server Transmission of patient information is conducted using secure web services These web services follow defined NEHTA security protocols which will ensure that the integrity and confidentiality of the transferred information is maintained end to end 3 2 Access Control Access to a patient s National PCEHR will be controlled by a number of measures To access and use the Linked Care National PCEHR module you will need To be licensed by the Sidebar to access the Linked Care National PCEHR module A National Authentication Service for Health NASH certificate installed and the Sidebar configured to access this certificate This will verify your identity and authorisation level Your HPI O will also be extracted Note In the interim the Department of Human Services eHealth Record PKI Certificate will be used in place of the NASH certificate A Medicare certificate installed and the Sidebar configured to access this certificate This will verify your patient s IHI HPI I entered into your Sidebar Have access to your patient s National PCEHR record This may include entry of an Access code 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 8 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 4 National PCEHR Prog
11. National PCEHR Health Record document will display containing your selected data Send Shared Health Summary to PCEHR Help Address 327 Kelvin Dr Kingsley Bryan ivyo wa a Apsley VIC 3319 Date of birth 17 October 2001 The following document will be submitted Shared Health Summary PATIENT Kingsley BRYAN DOB 17 Oct 2001 10 years IHI 8003 6023 4868 7735 MRN 987 INT 2 PATIENT Name Kingsley BRYAN Best Practice Clinic IHI 8003 6023 4868 7735 MRN 987 Best Practice Clinic Document ID 58cdc314 c1cO 4360 86b8 e4fe2842b Date of Birth 17 Oct 2001 10 years Completion Final Sex Male Version Number E E Date completed 21 Jun 2012 16 36 44 10 An Document Author DR JAMES BOND 008 Registered Nur Medical Practice FACILITY DETAILS Phone 0777850777 Name Best Practice Clinic HPI I 8003 6108 3334 0850 Best Practice Clinic Administrative Observations Age 10 Adverse Reactions Date Description 23 Feb 2006 Aluminium Hydroxide 23 Feb 2006 House dust mite B sm Severe e V The patient has provided consent for sharing their data with the National PCEHR Figure 5 4 2 2 Clinical Data Wizard Review and Submit Page 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 26 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide Selecting Submit will send your Health Record document to the National PCEHR repository The submitted Health Record document will also be listed in your Linked C
12. PrimaryCare Sidebar Linked Care National PCEHR Program User Guide Version 4 0 rIPE N i Pee CERTIFIED J SYSTEMS Partner PrimaryCare Sidebar Linked Care National PCEHR User Guide Company Contacts Sydney Head Office Pen Computer Systems Level 1 35 Moore St LEICHHARDT NSW 2040 Phone 61 2 9506 3200 Fax 612 9566 1182 Email support pencs com au Web www pencs com au PCS Help Desk FREECALL 1800 762 993 Email support pencs com au Hours Monday to Friday 8 30am 5pm Australian Eastern Time Update Required Question not answered Contact Yin Huynh Customer Services Manager Phone 61 2 9506 3200 Email yin huynh pencs com au Document Control Version Release Date Modified By Description 10 July 2012 Peta Rankin Sidebar release version 4 0 Pamela Scicluna 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 2 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide Contents 1 INTRODUCTION See ee O XDNVNMR MYPDRDRpwWw PREKHRr oKREREaEEK_KCKCKE K ii A 4 L INAL ONN D 1 7 NO 4 12 LINKED CARE PANEL PC E HII DD D v K e PRKRHBEBEBEBE D KBE_ FPFKF PFE E r FKF F F F rFrFE PK E EEE EK EKE E EKDKDDDDKDDPPP E MM 4 1 3 RELEVANT DOCUMENTS NNN HF KM N MHHHHrMHHHHHHHHHHH H HEHHHHMHDMMDz NM 5 1 4 INTENDED A IEICE eee a aRaRaRaRa o 5 1 5 O ARY OF TERM 5 2 BV a Be TR
13. al PCEHR User Guide Warrick Bauer M 62 IHI 8003604570901479 Linked Care National PCEHR Registered Not Connected refresh Local History Date Item Status Action Figure 5 2 1 2A Linked Care dialog Registered Not Connected Status 5 2 1 3 Not Registered or hidden When your patient has a Not Registered or hidden status the Linked Care dialog will display a The Local History tab in the Documents box Any documents previously sent by you to the National PCEHR will be listed here b The Gain Access icon Select this option if you wish to request access to your patient s National PCEHR see 5 3 Gain Access to the National PCEHR Jessica Wood F9 IHI 8003601240022579 Linked Care National PCEHR Not Registered or Hidden refresh Local History Date Item Status Action PCEHR Figure 5 2 1 3 Linked Care dialog Not Registered or hidden Status 5 2 1 4 Status Check Failed A Status Check Failed status means there has been a problem with establishing a connection to your patient s National PCEHR record A details link will display next to the program status Selecting this link will open a popup displaying the reason for the failure 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 16 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide i Ashley Ack Linked Care Ashley Ackermann National PCEHR Statu
14. are dialog Local History and Online Record tabs Online Record Local History Date Item Status Action Thu 21 Jun 2012 Shared Health Summary Sent Figure 5 4 2 2B Local History Tab Online Record Local History Date Organisation Provider Item Action Thu 21 Jun 2012 Best Practice Clinic JAMES BOND i Shared Health Summar Remove Figure 5 4 2 2C Online Record Tab 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 27 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 5 Linked Care Panel Provider Dashboard view The National PCEHR icon will display in the Provider Dashboard tab of your Linked Care panel provided that you are licensed to use the National PCEHR Program and the program is enabled in your Linked Care Provider Preferences A Linked Care Kingsley Bryan ite BET IMR PCEHR Mater NT MEHR Figure 5 5A Linked Care dialog Provider view Clicking on a National PCEHR Program icon will open the National PCEHR Linked Care dialog Provider Dashboard view 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 28 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 6 Linked Care Dialog Provider Dashboard View The National PCEHR Linked Care Dialog Provider View does not have any National PCEHR specific menu items It displays the History documents box containing a list of all patient documents sent by you to the National PCEHR repository Linked Care Provid
15. board DS cdmNet Mater Figure 5 1A Linked Care Panel Patient view Your patient s National PCEHR program status can be one of the following Program Status Icon Registered Your Patient has an existing active record in the National PCEHR Connected and your organisation has access to their PCEHR frites Hover over the PCEHR Icon to view the status PCEH National PCEHR Status Registered Connected 0 notifications 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 13 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide Registered Not Your Patient has an existing active record in the National PCEHR Connected however your organisation does not currently have access to it day Hover over the PCEHR Icon to view the status com National PCEHR Status Registered Not Connected 0 notifications Not Registered or Your Patient does not have an existing active record in the hidden National PCEHR or their record is hidden from your organisation PCEHR Status Check There has been an issue with the National PCEHR Program Failed certificate or connecting to the National PCEHR A notification icon will appear on the PCEHR icon 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 14 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 2 National PCEHR Linked Care Dialog Patient View Selecting the National PCEHR icon in your Linked Care Panel Patient tab will open the Natio
16. dy have this certificate installed if you have claimed Medicare items from your desktop The certificate will require additional registration for Medicare Healthcare Identifier HI service access Please contact Medicare for instructions on certificate access registration and installation Organisation Identification Your System Administrator will be required to link the installed certificates to the Sidebar National PCEHR Program and HI Service through the Organisation Identification screen This setup will only be required once per Practice To setup your certificates in the Sidebar 1 2 In the login panel click the menu icon Select Organisation Identification 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 9 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide James Bond 008 Jennifer 5 ion Figure 4 2A Sidebar menu Organisation Identification The Organisation Identification dialog will open On initial entry the certificate and HPI O will not be set for National PCEHR or the HI Service Organisation Identification Certificate Status Mater x Not set NT MEHR Not set PCEHR x Not set HI Service x Not set Figure 4 2B Organisation Identification dialog 42 1 Add a Certificate 4 2 1 1 Add Department of Human Services eHealth Record PKI Certificate To add the interim DHS certificate to the National PCEHR Program 1 Inthe Organisation Identification dialog National PCEHR
17. ent to the National PCEHR repository click on a document Send option For National PCEHR this will be Send Health Summary or Send Event Summary B sand Health At the end of a consult if you have submitted a document to the National PCEHR a prompt will appear asking if you would like to submit a National PCEHR Health Summary or Event Summary To initiate the sending of the National PCEHR document click on the document s Review and Send option The following documents are available for sharing for Kingsley Bryan National PCEHR Health Summary Review and Send National PCEHR Event Summary Review and Send Figure 5 4 1A End of Consult Prompt The National PCEHR Clinical Data Selection Wizard will open follow the steps in the wizard to submit the document 5 42 National PCEHR Clinical Data Selection Wizard The National PCEHR Clinical Data Wizard will display the following pages Clinical Data The Clinical Data page contains the Clinical Data Picker The Clinical Data Picker displays all data items from your clinical system that are available for your chosen National PCEHR document Selected items will be included in your Health Record document Review and The Review and Submit page will display a preview of your National PCEHR Health Submit Record document 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 25 of 30 Pri
18. er Dashboard National PCEHR BEH Date Patient Item Status Action Thu 21 Jun 2012 Warrick Bauer Event Summary Sent Thu 21 Jun 2012 Warrick Bauer Sent Thu 21 Jun 2012 Kingsley Bryan Sent PCEHR Thu 21 Jun 2012 Kingsley Bryan Event Summary Sent Thu 21 Jun 2012 Kingsley Bryan Event Summary Send Failed Can Thu 21 Jun 2012 Kingsley Bryan Event Summary Sent Figure 5 6A Linked Care dialog Provider view 5 6 1 History Documents Box For further instructions on using the History documents box please refer to the Linked Care Panel User Guide History Documents box section 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 29 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 6 Troubleshooting For further assistance with the Linked Care panel please contact the PCS Help Desk on 1800 762 993 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 30 of 30
19. escssssescssesecscsscsccscssssessesecssssesscsecscsacsscaesscsscsessescsscaesacsucaesacucaeesesscausaecscaseas 18 524 Documents BOX yy eee 21 5 3 GAIN ACCESS TO THE NATIONAL PCE iui eee ceccesccscceccccceccecccscceccsscceccessssccccsaccsccsccesccsccessesccscescesceeceeaccaccesscsceceesccsceesessccaceeaseacensesacenceass 22 531 Without Access Code zz YE WER zar ed 23 yy ya 25 5 4 SUBMIT A DOCUMENT TO THE NATIONAL PCEHR e cee eescecceccecceecceccescceccesccscceccesccsccesccsccccesccsccsccscesccescesccsceescesceesecsccsecaccaceeaseaceseensesseess 25 S41 NINO 25 542 National PCEHR Clinical Data Selection WAUZOrdiie cecccccccccsscccsssssssscscescssescsscsscsecscssssesscsscsesscsscsessescsessesscsscsesscsucaesscessasesecscassaeescaceas 25 55 LINKED CARE PANEL PROVIDER DASHBOARD VIEW ccccecccscceccescessceccescceccescseccecceaccsccscesccsccesccsccsceacesscsseescesseacesccsceeaccscceneesceaceeaceaceeseeaceacens 28 5 6 LINKED CARE DIALOG PROVIDER DASHBOARD VIEW secccscccccecesccsccccsesccsdcsssecccdddcscesdscduce dssscc ddisdcccsddsddudcdddsdccdddicdeccesddesdesdscdseddececeieeseceeuen 29 oL Py DOUEN EEEE EENET E Teeter Tarver Tats 29 6 TROUBLESHOOTING dss ic cat cawecenevncedee dane canica ue 0 00054404000 0 ka Ve d k VINA ED A WW K W EATA
20. health related system transactions IHI Individual Healthcare Identifier A NEHTA compliant unique code assigned to a health services consumer for the purposes of identification and verification of the individual in health related system transactions NASH National Authentication Service for Health 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 5 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide NEHTA National E Health Transition Authority PCEHR Personally Controlled Electronic Health Record PCS Pen Computer Systems Pty Ltd PKI Public Key Infrastructure PrimaryCare Sidebar A windows dashboard hosting a suite of tools for primary healthcare professionals developed by PCS Program A program refers to a specific PCEHR or SEHR that is integrated with the Sidebar The Program referred to in this document is the National PCEHR SEHR Shared Electronic Health record Sidebar PrimaryCare Sidebar Table 1 4A Glossary 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 6 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 2 System Requirements The minimum and recommended system requirements to run the Sidebar the platform for the Linked Care software are provided in the PrimaryCare Sidebar Installation and Setup User Guide 2 1 Clinical Desktop System Compatibility The National PCEHR program is compatible with Medical Director 3 and Best Practice 10 July 2012 COMMERCIAL IN CONFIDENCE PAG
21. maryCare Sidebar Linked Care National PCEHR User Guide 5 4 2 1 Clinical Data Page The Clinical Data page is divided into a Clinical Data section and a Measures section Send Shared Health Summary to PCEHR A Help H Address 327 Kelvin Dr Kingsley Bryan t0yo mae Apsley VIC 3319 Date of birth 17 October 2001 1996 1997 1998 1999 2000 200 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 All Categories wenn 21 Jun 2012 Clinical Data Measures Select Detail Select Latest Detail 4 VW Allergies 1 4 Allergy 3 23 Feb 2006 Allergy Aluminium Hydroxide 23 Feb 2006 Allergy House dust mite Broncho 23 Feb 2006 Allergy Trifle Nausea Severe 4 Diagnoses Current 2 Vj 2 Mar 2004 Asthma V 09 Jun 2004 Urti 4 m Diagnoses Past 2 V 23 Feb 2006 fdg v Non insulin dependent Diabetes Mellitus 4 Immunisations 2 V 23 Feb 2006 Avaxim Sequence 1 v 31 Dec 2004 Comvax Sequence 1 4 WW Medications Current 3 v 27 Oct 2004 Flixotide Inhaler 25 mcg 2 puffs Twi b V 23 Feb 2006 Losec Tablet 20mg 1 Daily Oral x 4 x Select by visit Figure 5 4 2 1A Clinical Data Wizard Clinical Data Page For instructions on selecting or omitting data from your National PCEHR Health Record document please refer to the Linked Care Panel User Guide Selecting Next will open the Review and Submit page 5 4 2 2 Review and Submit Page A preview of your
22. nal PCEHR Linked Care dialog Patient view This screen will display the available National PCEHR Program menu options program status information and a Document box listing your patient s PCEHR documents 5 2 1 National PCEHR Program Statuses 5 2 1 1 Registered Connected When your patient has a Registered Connected status the Linked Care dialog Patient view will display a A list of all patient online documents from the National PCEHR repository Online Record tab b A list of documents that have been created locally and sent to your patient s PCEHR record Local History tab c Menu options for document submission and emergency access Kingsley Bryan M 10 IHI 8003602348687735 National PCEHR Registered Connected refresh Online Record V Local History Date Organisation Provider Item Action Fri 15 Jun 2012 Best Practice Clinic EYM UBER Event Summary Remove Thu 14 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove Gain Emergency Access Send Health Thu 14 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove Thu 14 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove Thu 14 Jun 2012 Pen Computer Syster EYM UBER Event Summary Remove Thu 14 Jun 2012 Pen Computer Syster EYM UBER Event Summary Remove Wed 13 Jun 2012 Pen Computer Syster EYM UBER Event Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Thu 7 Jun 2012 Best Practice
23. patient s PCEHR documents including any documents previously hidden To gain access to your patient s PCEHR with Emergency Access 1 Select the Emergency Access option 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 23 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide Warrick B Linked Care M Seda 090 Gain Access Mater With Access Code Emergency Access This option should only be used during an emergency JOE O Figure 5 3 3A Emergency Access 2 Select Continue a If you have requested Emergency Access for a patient who does NOT have an existing National PCEHR a message will display This patient does not have an existing National PCEHR Emergency Access cannot be given b If Emergency Access has been granted your patient will have a temporary PCEHR Program status of Registered Emergency Access Warrick Bauer M 62 IHI 8003604570901479 National PCEHR Registered Emergency Access refresh Online Record V Local History Date Organisation Provider Item Action Wed 13 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove Wed 13 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove Mon 4 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Thu 31 May 2012 Best Practice Clinic Todd Bagshaw Shared Health Summary Remove Thu 31 May 2012 Best Practice Clinic Todd Bagshaw Shared Health Summary Remove Sat 3 Dec 2011 Bodalla Clinic Todd
24. ram Sidebar Setup You and your System Administrator will need to complete the following setup tasks in the Sidebar prior to using the National PCEHR Program The setup required is gt At Provider level 1 Installing the National PCEHR Program certificate on your computer 2 Installing the Medicare certificate on your computer where not previously installed 3 Entering your Provider Identification HPI I into the Sidebar gt At Practice level 4 1 1 In the Sidebar linking the installed National PCEHR certificate with the National PCEHR Program Your organisation s HPI O should populate automatically 2 Inthe Sidebar linking the Medicare certificate with the HI Service Program This task will be completed by your System Administrator Install Program Certificates You will need to have the following certificates installed on your computer 1 4 2 Department of Human Services DHS eHealth Record PKI Certificate An interim solution requires healthcare providers wanting to have early connection to the eHealth Record to apply for a Department of Human Services eHealth Record PKI Certificate The certificate can only be used to connect to the eHealth Record system The certificate cannot be used to connect to the HI Service or the Department s online claiming channels The interim certificate will be replaced by the NASH Public Key Infrastructure PKI certificate at a future date Medicare certificate You may alrea
25. rigins of a document and have the option to remove documents your practice has submitted to the National PCEHR To view the Online Record Documents list select the Online Record tab in the documents box Your patient s National PCEHR document list will display Online Record Local History Date Organisation Provider Item Action P Fri Jun 2012 Eastern Sydney Divisi EASTERN DOC Shared Health Summary Remove Thu 21 Jun 2012 Best Practice Clinic JAMES BOND Shared Health Summary Remove Thu 21 Jun 2012 Best Practice Clinic JAMES BOND Event Summary Remove Tho 21 Jun 2012 Best Practice Clinic JAMES BOND Shared Health Summary Remove Fri 15 Jun 2012 Best Practice Clinic UBER Event Summary Remove Thu 14 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove P Thu 14 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove Tho 14 Jun 2012 Pen Computer Syster EYM UBER Shared Health Summary Remove Tho 14 Jun 2012 Pen Computer Syster UBER Event Summary Remove Tho 14 Jun 2012 Pen Computer Syster UBER Event Summary Remove P Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove P Thu 7 Jun 2012 Best Practice Clinic EVM UBER Shared Health Summa Remove P Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove P Thu 7 Jun 2012 Best Practice Clinic EYM UBER Event Summary Remove Thu 7 Jun 2012 Best Practice Clinic EYM UBER Shared Health Summary Remove Thu 7 J
26. s check failed details refresh Local History Date Item Status Action Error Details IHI number could not be retrieved Please check that your patient s details match a valid IHI record Figure 5 2 1 4A Linked Care dialog Status Check Failed Status Possible reasons why your patient has a program status of Status Check Failed are National PCEHR Set your organisation certificate in Login Panel gt Menu gt Organisation Certificate is not set Identification then click refresh National PCEHR Install your organisation certificate Set your organisation certificate in Login Certificate is missing Panel gt Menu gt Organisation Identification then click refresh National PCEHR Replace your organisation certificate in Login Panel gt Menu gt Organisation Certificate has expired Identification then click refresh Set your provider HPI I in Login Panel gt Menu gt Provider Identification then HPI I not set i click refresh Your patient s IHI number could not be retrieved Please check that your IHI not retrieved l l l patient s details match a valid IHI record 5 2 2 National PCEHR Menu Options The National PCEHR Linked Care dialog Patient view will display the following menu options Gain Access This option will appear for Registered Not Connected status and Not Registered or hidden status Selecting this option will open the Gain Access screen where you can request to access your patient s National P
27. the option to Replace a patient s Event Summary document created by your Practice on the day of submission To replace an Event Summary 1 Select the replace option in the applicable document row Online Record Local History Date Organisation Provider Item Action Thu 21 Jun 2012 Best Practice Clinic JAMES BOND Event Summary Remove Replace Tho 21 Jun 2012 Best Practice Clinic JAMES BOND Shared Health Summary Remove Figure 5 2 3 5A Replace option 2 The Event Summary Data Selection Wizard will open Complete the wizard and submit the document 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 20 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide to the National PCEHR 3 The replaced Event Summary will be listed in the Online Record documents list under the most current Event Summary as a previous version Online Record Local History Date Organisation Provider Item Action Thu 21 Jun 2112 Best Practice Clinic JAMES BOND Event Summary Remove Replace Thu 21 Jun 2012 Best Practice Clinic JAMES BOND Event Summary JAMES BUND Figure 5 2 3 5B Replace Event Summary 5 2 4 Local History Documents Box The Local History Documents box will list all documents sent by you and your Practice to the National PCEHR for your open patient record To view the Local History Documents list select the Local History tab in the documents box The Local History documents list will display
28. ument the following will display Thu 7 Jun 2012 Best Practice Clinic E M UBER No previous versions Refresh Figure 5 2 3 3B No Previous Versions If the PCEHR repository does hold previous versions of the document the previous document versions will be listed 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 19 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide Vi Thu 21 Jun 2012 Best Practice Clinic JAMES BOND Event Summary Remove Thu 21 Jun 2012 Best Practice Clinic JAMES BOND Event Summary Figure 5 2 3 3C Previous Version Found 2 Previous versions may be viewed by selecting the document link in the Item column 5 2 3 4 Remove a Document You will have the option to Remove documents your Practice has created and submitted to the National PCEHR repository To remove a document 1 Select the Remove option in the applicable document row A Remove Document confirmation box will appear Remove this document from the patient s record Figure 5 2 3 4A Remove Document Popup 2 Select OK a The document will be removed from your patient s National PCEHR record in the PCEHR repository and from the Linked Care Online Record documents box b The removed document will still appear in your Local History documents box with a status of removed The remove option will not be available to documents submitted by other Practices 5 2 3 5 Replace a Document You will have
29. un 2012 Best Practice Clinic UBER Shared Health Summary Remove P Thu 7 Jun 2012 Best Practice Clinic UBER Shared Health Summary Remove P Wed 6 Jun 2012 Best Practice Clinic UBER Event Summary Remove P Wed 6 Jun 2012 Best Practice Clinic UBER Shared Health Summary Remove Figure 5 2 3A Linked Care dialog Online Record Documents Box 5 2 3 1 Refresh Document List You may refresh your patient s Online Record document list at any time to ensure you have their latest PCEHR record To refresh the Online Record documents list select the Refresh icon in the Online Record tab heading 9 A list of your patient s latest PCEHR record documents will be retrieved from the PCEHR repository and displayed 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 18 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 2 3 2 View a Document Preview To view a listed document select the document link in the Item column The document will open in a readable format in your web browser or as a pdf Event Summary PATIENT Kingsley BRYAN DOB 7 Aug 1965 46 years IHI 8003 6023 4868 7735 PATIENT Name Kingsley BRYAN IHI 8003 6023 4868 7735 Document ID 3027305444698054766146787353458487C Date of Birth 7 Aug 1965 46 years Completion Code Final Sex Female Version Number 1 Address Date completed 15 Jun 2012 12 13 Document Author Dr EYM UBER General Medical Practitione Phone 0499999999 ENCOUNTER DET
30. y 2012 COMMERCIAL IN CONFIDENCE PAGE 4 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 1 3 Relevant Documents PrimaryCare Sidebar Installation and Setup User Guide This User Guide provides instructions on how to install and configure the Sidebar PrimaryCare Sidebar Registration User Guide This User Guide provides instructions on how to register for Sidebar PrimaryCare Sidebar User Guide This User Guide describes the basic functions of the Sidebar These guides are available from http help pencs com au primarycaresidebar htm Linked Care Panel User Guide This User Guide provides instructions on how to use the Linked Care Panel available in the Sidebar This guide is available from http help pencs com au linkedcare htm 1 4 Intended Audience This document is for all users of the Sidebar Linked Care National PCEHR Program 1 5 Glossary of terms DHS Department of Human Services GP General Practitioner Help Desk PCS Help Desk HI Healthcare Identifier HPI I Healthcare Provider Identifier Individual A NEHTA compliant unique code assigned to an individual healthcare provider for the purposes of identification and verification of the individual in health related system transactions HPI O Healthcare Provider Identifier Organisation A NEHTA compliant unique code assigned to an organisation for the purposes of identification and verification of the organisation in
31. y Access This option should only be used during an emergency Continue Cancel Figure 5 3 1A Without Access Code PCEHR BIT HBI 2 Select Continue Access to your patient s PCEHR will be granted and the PCEHR Program status will become Registered Connected 10 July 2012 COMMERCIAL IN CONFIDENCE PAGE 22 of 30 PrimaryCare Sidebar Linked Care National PCEHR User Guide 5 3 2 With Access Code The With Access Code option will be selected by default where the PCEHR Program status is Registered Not Connected and your patient s PCEHR record requires an access code To gain access to your patient s PCEHR when an Access code is required 1 Select the With Access Code option 2 Enter your patient s Access code in the input field f J W d Linked Care i Alley BERA Gain Access Without Access Code With Access Code 12658 PCEHR HIIRI O Emergency Access This option should only be used during an emergency Continue Cancel Figure 5 3 2A With Access Code 3 Select Continue a Ifyou have entered an incorrect Access code an error message will display PCEHR Access Code is incorrect Please try again b If you have entered a correct Access code the National PCEHR Program status will update to Registered Connected 5 3 3 Emergency Access Selecting the Emergency Access option for a patient with an existing National PCEHR record will give you access to your
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