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System Administrator Guide to the Criterions EHR

1. Active Directory Installation Wizard Summary Review and confirm the options you selected fou chose to Configure this server as the first domain controller in a new forest of domain trees The new domain name iz windowsreference int This iz algo the name of the new forest The NetBIOS name of the domain is WiINDOWSREFERENC Database folder C VWINDOWS NTOS Log file folder CAWINDOWS NTOS SY SVOL folder CW INDO WS457S 0L The ONS service will be installed and configured on this computer This computer will be configured to use this ONS server as its prefered DNS server el F To change an option click Back To begin the operation click Next Back C me Cancel Active directory installation process started this can take several minutes It s likely that you will be prompted for your Windows Server 2003 CD for DNS so have it handy Active Directory Installation Wizard The wizard is configuring Active Directory This process can take several minutes or considerably longer depending on the options you have selected 4 Sy ifs Configuring the local domain controller to host en Cancel 14 Active directory Installation finish screen click Finish Criterions Yee Administrators Guide to The Criterions EHR 18 Active Directory Installation Wizard Completing the Active Directory Installation Wizard chive Directory is now installed on this computer for t
2. Main Office nf No rights f Administrator C frontdesk nurse physician MiniCert No rights C Adminstrator C frontdesk x Cancel Figure 39 Criterions THE PM amp EHR SOLUTION x a Administrators Guide to The Criterions EHR 93 The system will ask the administrator to confirm the action Jnlock User 8 Click E C No rights of ATEAM Figure 40 Criterions a Administrators Guide to The Criterions EHR _94 Upon login the user will receive the following prompt Your Password has been reset by the Aministrator Please enter a new password O K 9 Click Ll Figure 41 The user will be asked for a new i password FA Change Password x User Mame DONNA Hew Password Password Reset Process x Your password has been reset by the Administrator Please enter a new password Confirm New Password Password must have a minimum of 6 character s Passwords is case sensitive Password must contain both Letters and Numbers y OK x Lancel Figure 42 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 95 Administrative Unlocking of Accounts After a user fails to enter the correct To x combination of user name and password past the allowed number of attempts the account will become locked X Your Account is Locked Please Contact the Administrator Figure 43 Criterions THE PM amp EHR SOLUTIO
3. Category display in disease management __ Guidelines Intake Sheet Config Intake Sheet Config Define values to be used with Intake amp Intake Sheet Config sheet E Coumadin Sheet Config Coumadin Sheet Config Enable or disable coumadin tracking amp Coumadin Sheet Config sheet E Task Management Task Management Define users to receive tasks and amp Task Users Config recalls amp Recall Users Config i Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 53 13 0 System Backup Backup never run Profile Status i Profile Current Folder f i 0 Pending start Files backed up Criterions Administrators Guide to The Criterions EHR S545 Profile Run all profiles a coe Le Log Setup History Add gs Edit in ye Backup time Profile Name Source Folder Destination Folder ITCMSBACKUP C TCMSBACKUP I TCMSBACKUP El Oracle 8i Client Source Folder C TCMSBACKUP W TCMS Backup TNS Name Tickler Users None selected Email Address list SMTP Server From email user Profile Current Folder Pending start as Files backed up This section is only used for TCMS Backups TNS Name refers to the Dest Folder Destination TNSNAMES ORA file for location of backup Oracle lt ensures that the system connects to the database Tickler U
4. 6 Active Directory Installation Wizard click on Next Active Directory Installation Wizard xX Welcome to the Active Directory Installation Wizard This wizard helps you install Active Directory services on this server making the server a domain controller If this is the first time you have installed Active Directory it is recommended that you first read the overview in Active Directory Help To continue click Next Cancel 7 Click Next on the compatibility window Cri terions Administrators Guide to The Criterions EHR me ee Active Directory Installation Wizard Operating System Compatibility Improved security settings in Windows Server 2003 affect alder versions of Windows Domain controllers tunning Windows Server 2003 implement security settings that require clents and other servers to communicate with those domain controllers ina more FECHE WAY The following alder versions of Windows cannot meet the new requirements e Windows 95 e Windows AT 4 0 SPS or earlie By default computers running those versions of Windows will not be able to log on with a domain controller running Windows Server 2003 of access domain resources For more information see Compatibility Help Active Directory Installation Wizard x Domain Controller Type Specify the role you want this server to have Do pou want this server ko become a domain controller for a new domain or an additional
5. EHR SOLUTION Administrators Guide to The Criterions EHR 14 Active Directory Installation Wizard l Database and Log Folders Specify the folders to contain the Active Directory database and log files For best performance and recoverability store the database and the log on separate hard disks i Where do you want to store the Active Director database Database folder C AWINDOWS NTDS Browse Where do you want to store the Active Directory lag Log folder C AWINDOWS NTDS T Browse Back Next gt Cancel The SYSVOL folder is a public share where things like MSI software packages can be kept when you will distribute packages and you can just leave the default settings or you can change the path Active Directory Installation Wizard x Shared System Yolume Specity the folder to be shared as the system volume The SYSYOL folder stores the server s copy of the domain s public files The contents of the SY SYOL folder are replicated to all domain controllers in the domain The SY SYOL folder must be focated on an NTFS volume Enter a location for the SYSYOL folder Folder location Cs NOOWSsSYS OL Browse Back Onee Cancel Criterions Administrators Guide to The Criterions EHR ioe Next Screen basically says that you will need a DNS server in order for everything to work the way we want it i e our windowsreference int to be reachable Install the D
6. EXP C TCMSBACKUP 030220091105_86 EXP C TCMSBACKUP 030220091105_87 EXP C TCMSBACKUP 03022009 1105_88 EXP C TCMSBACKUP 030220091105_89 EXP Ci TCMSBACKUP 030220091105_ 90 EXP C TCMSBACKUP 030220091105_91 EXP C TCMSBAC KUP 030220091105_92 EXP C TCMSBACKUP 030220091105_93 EXP C TCMSBACKUP 030220091105_94 EXP C TCMSBACKUP 030220091105_95 EX PC TCMSBACKUP 030220091105_96 EXP C TCMSBACKUP 030220091105_97 EXP C TCMSBACKUP 030220091105_ 98 EXP C TCMSBACKUP 030220 091105_99 EXP C TCMSBACKUP 030220091105_100 EXP LOG C TCMSBACKUP IMP_030220091105 TXT FILESIZE 2G FULL Y 3 2 2009 11 12 49 AM Note Change the Xxx to the new TNS name 3 2 2009 11 12 49 AM Copying Exports to USB drive 3 2 2009 11 12 49 AM All exports copid to USE device 3 2 2009 11 12 49 AM Backup profile completed SpEEEEEEEE e mi 56 Criterions Administrators Guide to The Criterions EHR sD TCMS Database Backup PC Linux Windows Oracle Server amen l USB E p TCMS shared data F data Process of backup 1 TCMS data from TCMS Database Server Either Linux or Windows Server is exported to the local drive C of the Backup PC stored in C TCMSBACKUP 2 Backup software Backteria then begins process of backing up data to the USB Hard Drive E 3 Shared Appliance F Data then begins backup to USB Device Data backups are not recommended with Backteria The software
7. moved to that group Figure 16 Deactivate a User Account Should a user be removed from the system completely the system administrator can Inactivate the user account Criterions THE PM amp EHR SOLUTION 1 Open the Criterions TCMS Practice Management System 2 Click File gt Setup Figure 17 Note A user must have administrative rights to access the Practice Management Setup The Practice Setup Options List will appear Figure 2 Administrators Guide to The Criterions EHR 74 Select Practice Ctrl F3 User Defaults T Impersonate 4 User Ctrl U Close Batth 1 Ctrl 6 Change Password lt 3 Log off user Exit Figure 17 Criterions lla Administrators Guide to The Criterions EHR 3 From the Setup menu click Practice Setup Figure 3 4 Click User Setup 75 lt Practice Local EHR Prac M S File Claims Print Sc Billing Setup Practice Setup Practice information Location setup User Setup Figure 18 Criterions Administrators Guide to The Criterions EHR af be Once a user account has been added it will display in the User list User User Groups Document Flights Add User Edt D Show inactive users Login Mame Full name ERIC Eric test INDY Indiana Jones MGAREENLEAF Mark Greenleaf AEA new test user NORSE Nurse 5 Double Click on the name Daaa ein of the user you would like Salo Han Sale to edit In this scenario we are going to
8. Certificate Request Open the Internet Information Services IIS Manager found in the Administrative Tools portion of the Control Panel Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR he g Internet Information Services 115 Manager OO Tg File Action View Window Help gt me 2m PP rternet Information Services Fl 9 8 CRITERIO H25K09 local c Ss SCRITERIO H25K09 local computer Yes IIS v6 0 4 Application Pools Fi Web Sites fi Default Web Site CriterionsEHRZ crystalreportyi 3 EHR 9 ig_cornmon ig_Samples200 H A TabletPCSDK_ FJ aspmet_client H Images H managed H web Service Extensior Select the Website you wish to generate the certificate for in this case we will be using the Default Website Right click and select properties Default Web Site Properties E x Web Site Performance I5AFI Filters Home Directory Documents Directory Security HTTP Headers Custom Errors ASP NET Authentication and access control Enable anonymous access and edit the authentication methods For this resource IP address and domain name restrictions Grant or deny access bo this resource using B IF addresses or Internet domain names Edit Secure communications Require secure communications and 5 Certificat enable client certificates when this S SB US Meh og resource is accessed H view Certificate Edit ut OK C
9. Document Rights Add User Login Name Full name Figure 9 Criterions THE PM amp EHR SOLUTION The User Setup screen will appear 11 Enter a LOGIN NAME for the user 12 Enter the users FULL NAME In the Group Rights list will show the two default settings No Rights and Administrator as well as the custom groups you have created These Group Rights will be displayed for every location that the practice has setup This allows users to have one set of rights at one location and another set of rights at another 13 Select the GROUP RIGHTS for this user at each location 14 Click The user has been created and given rights Administrators Guide to The Criterions EHR 68 User Setup x Login Name MGREENLEAF W Active Pull Name Mark Greenleaf Group rights tor each location nurse O physician MiniCert ie No rights Administrator C frontdesk nurse O physician K Cancel Figure 10 Cri terions Administrators Guide to The Criterions EHR 69 Modify Existing User Accounts Once a user account has been added it will display in the User list User User Groups Document Rights Add User Edt D Show inactive users Editing users consist of two parts Login Mame Full name 1 Editing the User Groups they belong to ERIC eric test 2 Editing the rights the Group has IN Dry indiana Jones MGAREENLEAF Mark Greenleaf In the first scenario we will edit t
10. and the user moved to that group CEHA Admin a of CEHRAdmin aes ef Coumadin Sheet Config ef DM Admin of E amp M Admin Health Maintenance History Admin ef Immunization Admin oof Intake Admin Lab Configuration wef Order Transmittal wf Patient Tracker Admin Plan Admin Print Management Procedures Configuration of Referal of System Alerts O Task Management Other Tasks Staff Config Figure 60 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 109 Audit logs are separated into two categories Patient and Practice Audit Logs http ehr criterions com CSessionID 92F 1441 SAFOO4AFEA 7EFS6CO2Z94EA394 amp Userl ype P Criterions Windows Internet Explorer Practice Audit Logs Admin e i i Test Configuration Procedures If rights are granted to q User they can E Define the values and routing or internal and 3 z Define the results configuration R external labs including Units Specimens and ee Sie need procedures view audit logs within the admin section ae of the EHR Order Transmittal l Plan Create settings for Medication Test and Define Instruction Goals and Problem and Procedure transmittal Rx DC reasons History Vitals Configuration alta Social History and Family History Define the units and ranges for vitals Immunization Work Bench I Define disease and associated vaccine types coher and set def
11. certification authority requires the following geographical information Count A egion US United States State provinte H v Cityrlocality 11021 Stateorovince and Citylocality must be complete official names and may not contain abbreviations lt Back Cancel Last we indicate where to save the certificate request IIS Certificate Wizard Certificate Request File Name four certificate request i saved as a text file with the file name you specity Enter a file name for the certificate request File name Browse lt Back Cancel Criterions Administrators Guide to The Criterions EHR WE We now verify that the information entered is correct and click Next to complete the certificate request 115 Certificate Wizard Hequest File Summary You have chosen to generate a request file To generate the following request click Hert File name cocertreg tt four request contains the following information lssued To critero h25k09 Friendly Name Default Web Site Count A egion US State Province N Y City 11021 Organization Criterions LLC Organizational Unit Criterion At this point the user is to submit their certificate request to a valid 3 party vendor such as GoDaddy com They may choose to do this on their own or submit their certificate request to Criterions who will take care of the processing for them Part 2 Installing a Certificate At this point
12. configured as domain controller and DNS server Criterions Administrators Guide to The Criterions EHR 20 2 0 SSL Secure Socket Layer SSL is a protocol to provide security and data integrity across open networks SSL functions by not only verifying the servers authenticity but also verifying the authenticity of the requesting party Using SSL requires a certificate to be purchased Criterions LLC will purchase and provide you with a certificate at your request Client are to disable access over HTTP protocol forcing all transaction to take place over HTTPS secure protocol SSL properties are managed by both MS IIS and Router properties IIS 6 0 To configure SSL for your website on IIS 6 0 running on Windows Server 2003 complete the following steps Note Although the screenshots are made with IIS 6 0 on Windows Server 2003 the same procedure applies for IIS 5 0 and IIS 5 1 1 Click Start point to All Programs point to Administrative Tools and then click Internet Information Services IIS Manager 2 In Internet Services Manager in the console tree exoand SERVERNAME your local computer and then expand Web Sites 3 In the console tree right click Default Web Site and then click Properties Note It s possible that the site you ve created was stored under a different virtual server If your website is not stored within the Default Web Site right click your own web site and click Properties Part 1 Preparing a
13. domain controller for an existing domaini Select this option to create anew child domain new domain tree or new forest This server will become the first domain controller in the new domain C Additional domain controller for an existing domain iW Proceeding with this option will delete all local accounts on this server All cryptographic keys will be deleted and should be exported before Continuing All encrypted data such as EFS encrypted files or e mail should be decrpted before continuing or it will be permanently nmaccessible lt Back Next gt Cancel 9 In this tutorial we will create a domain in a new forest because it is the first DC so keep that option selected Criterions Administrators Guide to The Criterions EHR ie Active Directory Installation Wizard Create New Domain Select which type of domain to create Create a new fe Domain in a new forest Select this option if this is the first domain in your organization or if you want the new domain to be completely ndependent of your current forest Child domain in an existing domain tree Fou want the new domain to be a child of an existing domain select this option For example you could create a new domain named headquarters example microsoft com as a child domain of the domain example microsoft com Domain tree in an existing forest Fou don t want the new domain to be a child of an existing domain select thi
14. eRx goes through internet explorer each computer must have its IE printer settings customized Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 298 Practice Local EHR Prac TCMS Patient Test Eric Acct 12 D E 5 5 x E File Claims prit Schedule Lookup Workflow Window Help l8 x Demographics Memo Addl Information a Personal Injury e Claims Ledger Appointments Documents s Bx GQ eRx eRx Drug Prescription Local EHR Prac Pharm 0 Fax 0 Pend 1 Criterions Select Dr Staff Compose Rx Med Entry Pt Details Diagnoses Admin Compose Rx Designated Dr Prescriber Indiana Jones Orders Patient Eric Test vos 1 1 1980 Gender Male Aetna Arizona AZ Checking Pharmacy Benefit Eligibility Click ComposeRx to review Open Edit for Dosing Skelaxin 800 mg Tab Approved Musculoskeletal System Muscle Relaxants and Combinations Doctor s List 3 letter min 5 recommended I Include obsolete drugs Allergy Intolerance Search Moderate Moderate Moderate Moderate Moderate Moderate T 04 08 09 Valtrex 1 g Tab 1 daily EDIT A C M 04 08 09 Vicodin 5 mg 500 mg Tab 1 daily EDIT A F F 04 08 09 Hydrocodone Acetaminophen _Diet Supp 11 10 mg 650 1 BID Take EDT A r mg Oral Combo Pack with food Hydrocodone Acetaminophen Diet Supp 11 10 mg 650 J 104 08 09 mg Oral Combo Pack EDMI N E Citrucel 500 mg Tab Eo A r Instant Renewal Select Pharmacy xl Loc
15. hand column 7 Click on the GROUP NAME you would like to edit In this example a user has created groups labeled as Frontdesk Nurse and Physician Next the user will give each group distinct rights and then place users into the groups Administrators Guide to The Criterions EHR 65 Practice Local EHR Prac TCMS Setup User Setup lol x S3 Fie Claims Print Schedule Lookup Workflow Window Help la x El cih User User Groups Document Rights Practice Setup ae AddGroup B Edit Practice information 7 opila System Rights frontdesk Location setup i beJ CEHRAdmin _ ff Coumadin Sheet Config 7 DM Admin of E amp M Admin _ 7 Health Maintenance 7 History Admin JO Immunization Admin 7 Intake Admin o J Lab Configuration iJ Order Transmittal ff Patient Tracker Admin 7 Plan Admin 7 Print Management i C Procedures Configuration 7 Referral JO System Alerts f Lf Task Management Other Tasks Staff Config f E Task Management Recall Staff Config of View Auditlog ef Vital Admin o JO Vital Units Config io 7 Work Bench C eRx PharmacyData Configuration so 7 eRx Print Text Configuration CEHR Patient nf Assessment of Close Encounter a7 Demographics Documents RZ Nanumant Wion Custom Fields System Rights Description Scheduler TCMS maintenance Prescription Surgical Scheduling HL Setup Location Main Office Patient Batch 1 User Complex User N
16. healthcare arena Most SDOs produce standards sometimes called specifications or protocols for a particular healthcare domain such as pharmacy medical devices imaging or insurance claims processing transactions Health Level Seven s domain is clinical and administrative data With your Criterions products you can receive lab results from major labs electronically that automatically populate a patient s documents With Criterions products we do not pull documents from the labs themselves or any other external source To receive labs practices must contact their labs to have the labs run their own local applications per their specifications to bring data into client local site Criterions products will access Information from the internal lab source Installation of lab systems and the security protocols associated with accessing outside information is the sole responsibility of the practice and their system administrators 8 0 Electronic Billing Electronic Billing is transmitted using the standards implemented by the carrier in question or via a clearing house If you choose to bill electronically Criterions uses Emdeon for electronic billing Emdeon provides a secured web service that is integrated into the Criterions billing system Security is in compliance with Emdeon standars see Emdeon_lTS_User_Guide_20081021x 1 odf Criterions Administrators Guide to The Criterions EHR ao 7 lt Installation of lab sy
17. inactivate the account for MGREENLEAF Figure 19 Criterions a Administrators Guide to The Criterions EHR 77 x Currently the User Setup shows a green Login Name WeeEEN LEAP W Active check mark in the Active box Full Hame Kdark Greenleat i Group rights tor each location 6 Uncheck the Active box nurse O physician MiniCert ie No rights Administrator C frontdesk nurse O physician x Cancel Figure 20 Criterions THE PM amp EHR SOLUTION 7 Click Administrators Guide to The Criterions EHR f Ox User Setup Gg x Login Mame MGREENLEAF Full Name hMark Greenleaf Group rights for each location Main Office kei No rights f Adminstrator C frontdesk C nurse physician MiniCert of No rights O Administrator C frontdesk nurse physician x Cancel Figure 21 Cri terions Administrators Guide to The Criterions EHR 279 The user is now removed from the User list User Groups Document Rights Add User G Edt D Show inactive users Login Mane Full name Note No record is permanently deleted The user account has been inactivated l ERIC enc test INDY Indiana Jones MEW Hew test user NORSE Murze Figure 22 8 Click the check box to a oo s y OW IMachyve WUSers Show inactive users Figure 23 Criterions THE PM amp EHR SOLUTION The complete list of users active and inactive are displayed The inactiv
18. incorrect login attempts that can be made before the user account Is locked el Save Cancel Edit Setup Password Rules 8 Click In the box right of the User User Groups Document Rights Password Rule setup Maximum incorrect login Password is case sensitive attempts before locking field Password must contain both letters and numbers 9 Enter the number for the Maximum incorrect login attempts before locking maximum incorrect login Sumber of minutes betore auto unlocking account Maximum Days for not allowing the password to repeat attempts Note Aloha characters are not accepted in this field The field is limited to one numeric Character Figure 32 System administrators can define the number of i Password Rule Setu minutes before a locked account will User User Groups Document Rights P automatically unlock and accept repeated Fd Save Cancel Edit attempts Setup Password Rules Minimum password length O Y MW 10 Click in the box right of the Number of minutes before auto onioeking accoun Teid Maximum incorrect loqin attempts before locking l Number of minutes before auto unlocking account 1440 11 Enter the number minutes before aquto unlocking account Maximum Days for not allowing the password to repeat Note Alpha characters are not accepted in Figure 33 this field The field ts limited to four numeric characters Note 24 hours 1440 minutes
19. the change Old Value New Value A print button is located in the upper left corner Patient chart Accessed by 04 14 2009 11 51 AM Patient chart Accessed by 03 30 2009 05 10 PM Patient chart Accessed by 03 30 2009 03 28 PM Patient chart Accessed by 03 30 2009 03 27 PM Patient chart Accessed by 03 25 2009 04 12 PM Patient chart Accessed by 03 25 2009 03 46 PM Patient chart Accessed by 4 16 2009 12 52 42PM 4 14 2009 11 51 48AM 3 30 2009 5 10 09PM 3 30 2009 3 28 13PM 3 30 2009 3 27 58PM 25 2009 4 12 31PM 25 2009 3 46 40PM 4162009 3 25PM INDY indiana Jones 04 16 2009 12 52 PM INDY indiana Jones 04 14 2009 11 51 AM INDY indiana Jones 03 30 2009 05 10 PM INDY indiana Jones 03 30 2009 03 28 PM INDY indiana Jones 03 30 2009 03 27 PM INDY indiana Jones 03 25 2009 04 12 PM INDY indiana Jones 03 25 2009 03 46 PM Audit Log for Patient Chart Access Figure 72 Cri terions Administrators Guide to The Criterions EHR 120 Contact For clarification of any part of this document or policies regarding Criterions or our products please contact us at 516 466 1942 or info criterions com
20. time 18 hours 33 minutes program up time 41 seconds processors 2x Intel R Care TM 2 Duo CPU P8600 2 40GHz physical memory 6368 2048 MB free total free disk space lt Ci 195 24 GB j 132021200 32 bit SL AUB 60 97 MB tems_42 exe 2009 04 06 13 25 ieee Sg We document errors in a log accessible to the System Administrator from the application s virtual directory The Oracle error descriptions and error codes are listed in it as well as internal error codes For a complete listing of Oracle error code go to http ora code com or hitp www oracie com pls do92 dbo92 error_search This information is used by Criterions developers to pinpoint application failures and provide resolutions The Error Log records the date time workstation workstation information and error information Using this information System Admins or Criterions staff can troubleshoot the problem Common System Error Messages is not a valid integer value A null value was entered Ensure all required fields have in a field that requires an the required integer and save integer again connection lost contactProcess ID Connection to the server Reinitiate session 5216Session ID 1627 Serial number was lost Criterions Administrators Guide to The Criterions EHR 46 List index out of bounds 1 The query that was Check query and submit again submitted is looking for a value that is out of range You canno
21. was designed initially for TCMS 14 0 Remote Support Should you require assistance from Criterions where it is necessary for Criterions staff to connect to a computer remotely the connection is based on rights determined as secure by your system administrator If your application is setup to be accessed over the internet using aforementioned protocols the Criterions Staff may provide support by using an administrative level account present in all instances of the application The client is encouraged to allow SSH access to their database for update purposes we may also choose to host the application locally and pull the data from their site to assist in troubleshooting Other support options include 3 party utilities such as Symantec PcAnywhere or web based services such as GoToMeeting Criterions Administrators Guide to The Criterions EHR 58 Remote Support protocols are left to the discretion of the client system administrators Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 59 Criterions a Administrators Guide to The Criterions EHR 60 15 0 User Setup Rights Passwords and Audits 15 1 Accessing Setup 1 Open the Criterions TCMS Practice Management System 2 Click File gt Setup Figure 1 User Defaults Note A user must have administrative T Impersonate 3 User rights to access the Practice Management Setup Close Baith 1 The Practice Setup Option
22. you should have prepared your Certificate Request submitted it to the proper party and have been returned your certificate file ctr Open the Internet Information Services IIS Manager found in the Administrative Tools portion of the Control Panel Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR yee g Internet Information Services 115 Manager Miel E Tg File Action View Window Help m Belem eee Fl 9 8 CRITERIO H25K09 local c Ss SCRITERIO H25K09 local computer Yes IIS v6 0 4 Application Pools Fi Web Sites fi Default Web Site CriterionsEHRZ crystalreportyi 3 EHR ig common ig_Samples200 H A TabletPCSDK_ H aspmet_client H Images H managed H web Service Extensior Select the Website you generated your certificate request for Right click and select properties Web Site Performance IS4P1 Filters Home Directory Documents HTTP Headers Custom Errors ASF NET Authentication and access control Enable anonymous access and edit the authentication methods For this resource IF address and domain name restrictions Grant or deny access to this resource using IP addresses or Internet domain names Edit Secure communications Require secure communications and 5 Certificat enable client certificates when this Paa resource is accessed p Wiew Certificate Edit ot OK Cancel Apply Help I
23. 05_76 EXP C TCMSBACKUP 0302200911 OS_77 EXP C TCMSBACKUP 030220091105_78 EXP Ci TCMSBACKUP 030220091105_79 EXP C TCMSBACKUP 030220091105_80 EXP C TCMSBACKU P 030220091105_81 EXP C TCMSBACKUP 030220091105_82 EXP Ci TCMSBACKUP 030220091105_83 EXP Ci TCMSBACKUP 030220091105_84 EXP C TCMSBACKUP 030220091105_85 EXP C TCMSBACKUP 030220091105_86 EXP C TCMSBACKUP 030220091105_87 EXP C TCMSBACKUP 03022009 1105_88 EXP C TCMSEACKUP 030220091105_89 EXP C TCMSBACKUP 030220091105_ 90 EXP C TCMSBACKUP 030220091105_91 EXP Ci TCMSBAC KUP 030220091105_ 92 EXP C TCMSBACKUP 030220091105_ 93 EXP C TCMSBACKUP 030220091105 _ 94 EXP C TCMSBACKUP 030220091105_ 35 EX FC TCMSBACKUP 030220091105 _ 96 EXP C TCMSBACKUP 030220091105 _ 97 EXFP C TCMSBACKUP 030220091105_ 98 EXP Ci TCMSBACKUP 030220 091105_ 99 EXP C TCMSBACKUP 030220091105 _ 100 EXP LOG C TCMSBACKUP 030220091105 TXT FILESIZE 26 DIRECT STATISTICS NONE OWNER TCMS_DATA tems_clientinfo CONSISTENT N 13 2 2009 11 12 49 AM Export Finished 3 2 2009 11 12 49 AM Log file found 3 2 2009 11 12 49 AM Oracle Export Successful 3 2 2009 11 12 49 AM Import Command 3 2 2009 11 12 49 AM IMP system comp ex xxx FILE C TCMSBACKUP 030220091105_1 EXP C TCMSEACKUP 030220091105_2 EXP C TCMSBACKUP 030220091105 _3 EXP Ci TCMSBACKUP 030220 091105_4 EXP C TCMSBACKUP 030220091105_5 EXP C TCMSBACKUP 030
24. 220091105_6 EXP C TCMSBACKUP 030220091105_7 EXP C TCMSBACKU poen 8 EXP Ci TCMSBACKUP 030220091105_9 EXP Ci TCMSBACKUP 030220091105_10 EXP C TCMSBACKUP 030220091105_11 EXP C TCMSBACKUP 030220091105 _ 12 EXP C TCMSBACKUP 030220091105 13 EXP C TCMSBACKUP 030220091105_ 14 EXP C TCMSBACKUP 0302200911 05_15 EXP C TCMSBACKUP 030220091105_16 EXP C TCMSBACKUP 030220091105_17 EXP C TCMSBACKUP 030220091105_18 EXP TCMSBACKLU P 030220091105 _19 EXP C TCMSBACKUP 030220091105_20 EXP C TCMSBACKUP 030220091105_21 EXP C TCMSBACKUP 030220091105_22 EXP C TCMSBACKUP 030220091105_23 EXP C TCMSBACKUP 030220091105_24 EXP Ci TCMSBACKUP 030220091105_25 EXP C TCMSBACKUP 03022009 1105_26 EXP Ci TCMSBACKUP 030220091105_27 EXP TCMSBACKUP 030220091105_28 EXP C TCMSBACKUP 030220091105_29 EXP C TCMSBAC KUP 030220091105_30 EXP C TCMSBACKUP 030220091105_31 EXP C TCMSBACKUP 030220091105_32 EXP C TCMSBACKUP 030220091105_33 EX PC TCOMSBACKUPS 030220091105 _34 EXP C TCMSBACKUP 030220091105_35 EXP Ci TCMSBACKUP 030220091105_36 EXP Ci TCMSBACKUP 030220 091105_37 EXP C TCMSBACKUP 030220091105_38 EXP C TCMSBACKUP 030220091105_39 EXP C TCMSBACKUP 030220091105_40 EXP C TCMSE ACKUP 030220091105_41 EXP C TCMSBACKUP 030220091105_42 EXP C TCMSBACKUP 030220091105_43 EXP C TCMSBACKUP 030220091105_ 44 EXP Ci TCMSBACKUP 030220091105_45 EXP C TCMSEACKUP 0302200
25. 91105_46 EXP Ci TCMSBACKUP 030220091105_ 47 EXP C TCMSBACKUP 0302 20091105_48 EXP C TCMSBACKUP 030220091105_49 EXP C TCMSBACKUP 030220091105_50 EXP C TCMSBACKUP 030220091105_51 EXP C TCM SBACKUP 030220091105_52 EXP C TCMSBACKUP 030220091105_53 EXP Ci TCMSBACKUP 030220091105_54 EXP C TCMSBACKUP 030220091105_5 5 EXP C TCMSBACKUP 030220091105_56 EXP C TCMSBACKUP 030220091105_57 EXP C TCMSBACKUP 030220091105_58 EXP C TCMSBACKUP 03 0220091105_59 EXP C TCMSBACKUP 030220091105_60 EXP C TCMSBACKUP 030220091105_61 EXP C TCMSBACKUP 030220091105_62 EXP C T CMSBACKUPS 030220091105_63 EXP C TCMSBACKUP 030220091105_64 EXP C TCMSBACKUP 030220091105_65 EXP C TCMSBACKUP 030220091105 _66 EXP Ci TCMSBACKUP 030220091105_67 EXP C TCMSBACKUP 030220091105_68 EXP Ci TCMSBACKUP 030220091105_69 EXP Ci TCMSBACKUP 030220091105_ 70 EXP C TCMSBACKUP 030220091105_ 71 EXP C TCMSBACKUP 030220091105 _ 72 EXP C TCMSBACKUP 030220091105_ T3 EXP C TCMSBACKUP 030220091105 _ 74 EXP C TCMSBACKUP 030220091105 _ 75 EXP C TCMSBACKUP 030220091105 _ 76 EXP C TCMSBACKUP 0302200911 05_77 EXP C TCMSBACKUP 030220091105_78 EXP C TCMSBACKUP 030220091405_79 EXP C TCMSBACKUP 030220091105_80 EXP Ci TCMSBACKU P 030220091 105_81 EXP C TCMSBACKUP 030220091 105_82 EXP C TCMSBACKUP 030220091105_83 EXP C TCMSBACKUP030220091105_84 EXP C TCMSBACKUP 030220091105_85
26. B Allergy Hx 4 16 2009 12 52 42 PM Patient chart Accessed by INDY indiana Jones Medications 04 14 2009 11 51 AM 04 16 2009 12 52 PM Immunization 4 14 2009 11 51 48 AM Patient chart Accessed by INDY indiana Jones Vitals 03 30 2009 05 10 PM 04 14 2009 11 51 AM B Co madii Shasi 3 30 2009 5 10 09 PM Patient chart Accessed by INDY indiana Jones e EPTFE 03 30 2009 03 28 PM l 03 30 2009 05 10 PM 20 Click the Print Preview link EE 3 30 2009 3 28 13 PM Patient chart Accessed by InDY indiana Jones e at Chart Access 03 30 2009 03 27 PM 03 30 2009 03 28 PM 3 30 2009 3 27 58 PM Patient chart Accessed by INDY indiana Jones B Chief Complaints 03 25 2009 04 12 PM 03 30 2009 03 27 PM HPI 3 25 2009 4 12 31 PM Patient chart Accessed by INDY indiana Jones ROS 03 25 2009 03 46 PM 03 25 2009 04 12 PM Physical Exam 3 25 2009 3 46 40 PM Patient chart Accessed by INDY indiana Jones Assessment 03 25 2009 03 46 PM B Rx Tests Procedures Instruction B Goals B Recalls B Referral Seam indiana Jones 4 16 200 53 PM Copyright 2006 2009 Criterions EHR All rights reserved Se PN ed A EE Figure 70 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR ho http ehr criterions com CLOSEREQ true amp CSessionID 92F 1441 SAFOO4AFEA 7EFS6CO294EA394 amp T ABLENAME Windows Internet Explorer A preview of the printout is viewed Information changed Date of Change User who made
27. CMSBACKUP 030220 091105_37 EXP C TCMSBACKUP 030220091105_38 EXP C TCMSBACKUP 030220091105_39 EXP C TCMSBACKUP 030220091105_40 EXP C TCMSE ACKUP 030220091105_41 EXP C TCMSBACKUP 030220091105_42 EXP Ci TCMSBACKUP 030220091105_43 EXP C TCMSBACKUP 030220091105_ 44 EXP C TCMSBACKUP 030220091105_45 EXP C TCMSBACKUP 030220091105_46 EXP C TCMSBACKUP 030220091105_47 EXP C TCMSBACKUP 0302 20091105_48 EXP C TCMSBACKUP 030220091105_49 EXP C TCMSBACKUP 030220091105_50 EXP C TCMSBACKUP 030220091105_51 EXP C TCM SBACKUP 030220091105_52 EXP C TCMSBACKUP 030220091105_53 EXP Ci TCMSBACKUP 030220091105_54 EXP C TCMSBACKUP 030220091105_5 5 EXP Ci TCMSBACKUP 030220091105_56 EXP C TCMSBACKUP 030220091105_57 EXP C TCMSBACKUP 030220091105_58 EXP C TCMSBACKUP 03 0220091105_59 EXP C TCMSBACKUP 030220091105_60 EXP C TCMSBACKUP 030220091105_61 EXP C TCMSBACKUP 030220091105_62 EXP C T CMSBACKUPS 030220091105_63 EXP C TCMSBACKUP 030220091105_64 EXP C TCMSBACKUP 030220091105_65 EXP C TCMSBACKUP 030220091105 _66 EXP C TCMSBACKUP 030220091105_67 EXP C TOMSBACKUP 030220091105_68 EXP C TCMSBACKUP 030220091105_69 EXP Ci TCMSBACKUP 030220091105_70 EXP C TCMSBACKUP 030220091105_71 EXP C TCMSBACKUP 030220091105_72 EXP C TCMSBACKUP 030220091105_73 EXP C TCMSBACKUP 030220091105_74 EXP C TCMSBACKUP 030220091105_75 EXP C TCMSBACKUP 0302200911
28. Criterions Administrators Guide to The Criterions EHR System Administrator Guide to the Criterions EHR Criterions THE PM amp EHR SOLUTION Criterions Administrators Guide to The Criterions EHR oe Security While the Criterions EHR is a client server based product with a browser based interface some clients choose to allow access across public networks i e the Internet to provide remote access While this increases level of functionality in some cases this also presents security risks to your data your practice and ultimately your patients Criterions LLC formally requires all clients to adhere to security measures if attempting to access data across open networks Security of practice and patient information is the sole responsibility of the practice Guidelines given below may or may not apply to any given practice and are for information purposes only A system administrator should perform a vetting of client needs and make appropriate recommendations If you have questions or need assistance is configuring your network to meet security standards please contact Criterions at 516 466 1942 or info criterions com Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 3 Contents SOCON rieri E warns a strea EE A EE EE O E SE O EASO E EEEE SEA EE S E 2 VEO N E E E E E E E A shen vieneesstovuentennsncata 5 FEMO ACC E E a E EE EE EE E TE A E E E E NE 5 LOS VINCI WS POMIAN a
29. Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR vee System administrators can define the number of days that are required to pass before a password may be reused lel Save Cancel Edit Setup Password Rules 12 Click in the box right of the Minimum password length dT Maximum Days for not allowing M 5 13 Enter the number days required Number of minutes before auto unlocking account 1440 before a password may be Maximum Days for not allowing the password to repeat 45 Note Aloha characters are not accepted in User User Groupe Document Rights Password Rule Setup reused this field The field ts limited to three numeric Figure 34 Characters Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 88 14 Once all password requirements have been defined click A pop up box will appear notifying the Password Rule Setup E Ea administrator that the changes made will force all users to reset their passwords at their next login i 4 The changes you hawe made will force all users to reset their passwords at their next login Are you sure you want to continue Figure 35 Lo Click Admin Reset of Passwords If a user account is locked or the password needs to be reset for any reason log into the practice management setup to access a user account Criterions Administrators Guide to The Criterions EHR 89 1 Open the Cri
30. Management Print Management Define printers and routing of print amp Printer Groups types Printers Printer Config Referrals Referrals Create Design referral orders and Referral Order consultation letters amp Consultation Letter amp Referral Practice Logo __ ReffConsult Letter PDF Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR ve i a Health Maintenance Create Edit Health Maintenance Rules Category S 2 HM Setup System Alerts i System Alerts Create Edit System Alerts to be sent to all users User Security User Security Define EHR users and associations Staff amp User Mapping amp Physician Rights E Visit Summary Config Visit Summary Config Define File to be created at visit closure Soe are and if comments are required amp Visit Close Comment E Patient Portal Config Patient Portal Config Define what aspects should be amp Family History accessible to patients through secure 5 THe ne portal and create Alias text for easier Social History Master understanding by patient Allergies Past Medical History Surgical History Rx History ESB Config ESB Config Define if system should automatically 8 ESB Config create superbill E E amp M Config E amp M Config Define override codes and modifiers amp E amp M Config amp EA M Modifiers E Disease Management Disease Management Create categories and guidelines to
31. N The administrator has rights to unlock a patient account 1 Open the Criterions TCMS Practice Management System 2 Click File gt Setup Figure 1 Note A user must have administrative rights to access the Practice Management Setup The Practice Setup Options List will appear Administrators Guide to The Criterions EHR 96 Select Practice Ctrl F3 User Defaults T Impersonate 4 User Ctrl U Close Batch 1 Ctrl 6 en Change Password AT Log off user si Exit Figure 44 Criterions lla Administrators Guide to The Criterions EHR 3 From the Setup menu click Practice Setup Figure 3 4 Click User Setup _97 lt Practice Local EHR Prac M S File Claims Print Sc Billing Setup Practice Setup Practice information Location setup User Setup Figure 45 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criferions EHR 98 A list of active user accounts Is displayed User E Greece N User Groups Document Rights Password Rule Setup a lock icon next to the name Add Uzer Edit Show inactive users Login Mame Full name ERIC eric test INDY Indiana Jones MGREENLEAF Mark Greenleaf MEW new test user MHURSE Murze 5 Double Click on the name of the account you would like to unlock Figure 46 Criterions Ai ila aiailaalliae Administrators Guide to The Criterions EHR 99 The user setup page will appear The U
32. NS server on this machine or if you want you can installed else where 10 Select Install and Configure and click Next Active Directory Installation Wizard DANS Registration Diagnostics Very ONS support or install ONS on this computer Diagnostic Results z The registration diagnostic has been run 1 time The wizard encountered an error while tying to determine it the DNS server with which this domain controller willregister supports dynamic updates For more information incliding steps to corect this problem see Help Details The primary ONS server tested was dngl icann org 192 0 34 17 have corrected the problem Perform the ONS diagnostic test again Back Cre Cancel 11 Here you need to select the permissions for win 2000 or win 2003 server if you have any NT4 select first option otherwise select second option and click Next Cri terions Administrators Guide to The Criterions EHR ele Active Directory Installation Wizard Permissions Select default permissions for user and group objects Some server programs such as Windows NT Remote Access Service read information shored an domain controllers Permissions compatible with pre Windows 2000 server operating systems Select this option if you ruin server programs on pre Windows 000 server operating slsteme or on Windows 2000 of Windows Server 2003 operating systems that are members of pre Windows 2000 d
33. P uu ceeeeessscecccccscecsseecccsccssceecsseecescesscuecssesceseccssceusenssesesscesseuussseecssecssuceussseeseess 49 rO EES E a E EEE AE E EEE S EE A A EE AE EE A 53 AOIF mne 8 6 ee E A A E EEA EEE E E EA 5 7 15 0 User Setup Rights Passwords and AuUditS essessecrseresessesrrccrressesrserterssessreetteersssstetteersessseeeetteeressseeteeerseeseees 60 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 4 FS Pal Mead OG O TU ean entre rE no Pe Eee ee nee Orr ream 60 CO i aT UEO OUD nc tsa cence serrate cess AE stg nap eset sv da cs sac nantes A AAA AAE AE OES 6 Modify Existing User FC CO IG oeersssssscnnancqsatucousentacecoaieoatantatauantvessadmunestosesesidentnasedanseandenvnsstasussutesetdanueusecsueessyaingeeesaaaedt 69 Sr acres ce ccs a eee pte E EE EE E 73 ESEE E E ETNE S EAT E EATE T T A EE N E EE A 83 POM RSS OT FOSS NO OG eere EE E S T E E E E 88 AdMminisiralve Unlocking O FNC COINS serseri e E E E a T ai 95 EG OMC CT USTANCI I anran a EEEE EEEE E ENTE AEEA OAOA EAR 101 AC A AUA LO aaaea AE EIEE EAA EEEE AEE E E AE AEEA 104 CONC T ae E EE EEE EAA EEA E E A E EEEE EAA 120 Criterions al allele Administrators Guide to The Criterions EHR 5 Overview The following document contains guidelines a system administrator should adhere to when developing a network for a practice These are security and network settings that provided a heightened level of security to data and syste
34. PM 10 20 2008 01 59 04 PM 08 08 2008 12 52 30 PM 08 14 2008 10 37 34 AM 08 14 2008 11 41 09 AM 08 15 2008 10 54 00 AM 10 01 2008 11 08 28 AM 09 15 2008 01 46 05 PM 07 22 2008 02 35 42 PM 08 14 2008 10 22 41 AM 09 30 2008 01 50 40 PM 10 13 2008 04 33 43 PM 10 27 2008 08 15 15 AM 03 20 2008 01 23 39 PM 02 19 2009 03 01 25 PM 03 20 2008 03 38 38 PM 05 27 2008 02 45 18 PM 05 27 2008 02 43 53 PM Search By User Start Date m End Date m Gos LogOut Time 10 10 2008 03 33 44 PM 09 15 2008 03 36 27 PM 09 15 2008 03 38 40 PM 10 20 2008 01 59 23 PM 08 08 2008 12 53 23 PM 08 14 2008 11 09 56 AM 08 14 2008 11 41 17 AM 08 15 2008 11 46 08 AM 10 01 2008 11 09 36 AM 09 15 2008 02 33 10 PM 07 22 2008 02 36 06 PM 08 14 2008 10 27 05 AM 09 30 2008 02 47 48 PM 10 13 2008 04 35 15 PM 10 27 2008 08 15 20 AM 02 19 2009 03 30 52 PM indiana Jones 4 16 2009 3 1 3 Copyright 2006 2009 Criterions EHR All rights reserved Fe et DA EE Figure 63 t Criterions AJE S EHR SOLUTION Administrators Guide to The Criterions EHR ADDAR ts ts TADS i fi The user Locked Audit will display the gt lock and unlock date time for each lock 9G a nc ea event The user who unlocked the i fk account is also displayed 4 7 2009 10 08 07 AM COMPLEX Complex User 4 16 2009 2 27 04 PM INDY indiana Jones Figure 64 1 Criterions THE PM amp EHR SOLUTION VAL Administrators Guide to The Cr
35. S6COZ29AEA394 amp Userl ype P Criterions Windows Internet Explorer Q laa yy m Ps BERLE leen eee 03717 2009 x y V 4 ly Visit Sum a Siu Y d foneme Y x VW kapasa Coumadin Sheet Intake Sheet ae 5 Print eae lt Re Open Visit Visit Forward amp Plan Print E Print Visit Scribbler The recommended level for this visit is 99213 Detail Visit Summary Brief Visit Summary Visit Date 3 17 2009 8 21 06 AM Physician Jones Indiana Location Main Office Patient seen by Ms Betty Nurse Chief Complaint Abdominal Pain HPI Vitals The patients problem is located right and upper abdomen The type Weight 190lb of pain the patient has is localized and radiating The severity of the Height 6 patients pain on a scale from 1 to 10 is 5 The problem has present Calculated Body Surface Area 2 092 for the past 5 week s The problem occurs intermittently Calculated Body Mass Index a ILOG E History Reviewed PHx SHx FHx and Allergies Past Medical History M Reviewed HYPERTENSION JOINT TUBERCULOSIS Family History M Reviewed Grandfather DIABETES Gastrointestinal The contour of the abdomen is flat The abdomin Social History Reviewed shows umbilical hernia Percussion reveals large dull area at the Allergies i el RLQ Current RX Imodium A D 1 mg 7 5 mL Oral Liquid Lotrisone 1 0 05 Lotion Assessment DIARRHEA 787 91 TRAUMATIC RUPTURE OF BICEPS TENDON 840 8 Plan Diarrhea 787 91 Rx Imodium A D 1 mg 7 5 mL Oral Liqu
36. UM CAPS e Figure 7 Criterions THE PM amp EHR SOLUTION The system admin can choose what operations and access should be given to users of a particular group If a group does not have an item selected they will not be able to perform the associated function 8 Select the GROUP NAME and modify appropriate functions 9 Click the USER tab User User Groups Document Rights Note There is no save button on these screens Once you click an option it is automatically added to that group profile Administrators Guide to The Criterions EHR 66 system Rights frontdesk a MUSE M rj physician T E E m m m m m m m wt m m m F Create Criterions e Track Criterion Alert Notification Patient Operations Add Patent Add Patent Mena Edit Patient Demographics Edit Patient Insurance information Edit Patient Merc Edit Patient Mo Fault information Edit Patient Recall information Edit Patient Referral Source information Edit Patient WC information Edit Patient default information Modify authorization information Scan Patient Insurance Card Show Additional Information Tab Show Appointments Tab Prescriptions IE wf Add prescription Cancel prescription Digital User Authorization Required Fas prescription Print prescription Figure 8 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR ee 10 Click F Add User User User Groups
37. ancel Apply Help In the Default Web Site Properties window select the Directory Security tab and click on the Server Certificate button to soawn the Web Server Certificate Wizard Click Next fo advance beyond the introductory form Criterions THE PM amp EHR SOLUTION Welcome to the Web Server Certificate Wizard Welcome to the Web Server Certificate Wizard This wizard helps you create and administer server certificates used in secure Web communications between your server and a client Status of pour Web Server Your Web Server doesn t have a certificate installed and you don t have any pending requests Certificate Wizard will help you to create a new certificate for this Web Server or attach to an existing certificate To continue click Next Select the first option Create a new Certificate and click Next IIS Certificate Wizard Server Certificate These are the methods for assigning a certificate to 4a Web site Select the method you want to use for this web site C Assign an existing certificate C Import a certificate from a Kep Manager backup file Import a certificate from a pts file C Copy or Move a certificate fram a remote server site to this site lt Back Cancel Administrators Guide to The Criterions EHR 3D Criterions Administrators Guide to The Criterions EHR se Select the first option to Prepare the reques
38. and routing or internal and external labs including Units Specimens and Containers Define the results configuration instructions and location of procedures Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR aie Order Transmittal Create settings for Medication Test and Procedure transmittal Define Instruction Goals and Problem Instructions Category and Rx DC reasons amp Instructions amp Goals Category Goals amp Rx Discontd Reasons amp Problem Reasons amp Dx Type Config amp Pharmacy Data Config amp Prescription Print Config J History History Create Allergy Social History and Allergy Reasons Family History settings amp Family Relationship amp Social History Type Social History Master Reactions CPT Codes Z Vitals Configuration Vitals Configuration Define the units and ranges for vitals Vitals Immunization Add disease type and doses for immunization amp Custom Units E work Bench Work Bench Create templates and set defaults for HPI Template HPI ROS and Exam amp Exam Template ROS Template Physician Template Scribble Template amp Import Template Export Template amp Age Config Chart Vital Panel Config Patient Tracker Patient Tracker Setup rooms for placement and tracking of patient visit amp Pat Vital Panel Config Location amp Room Mapping Resource Mapping Print
39. ation Main Office Patient Test Eric Acct 12 Batch 1 User Complex User NUM CAPs Right Click on the internet explorer page Cri terions Administrators Guide to The Criterions EHR 239 gt Demographics 2 Memo Addl Information lt 2 Personal Injury Claims Ledger EP Appo eRx Drug Prescription Select Dr Staff Compose Rx Compose R Orders Patient Eric Test pos 1 1 1980 Gender Male Checking Pharmacy Benefit Eligibility Click ComposeR x to review Pending Rx Rx Date Stage 04 08 09 Skelaxin 600 mg Tab Iv NS Approved Musculoskeletal System Muscle Relaxants and Combinations Drug Back Forward Save Backoround as Set as Background il Severity Gopy Background Select All ugmenti Moderate Paste Penicillins Moderate a aaa Sulfa 5ulfonamides Moderate Create Shortcut 4dd to Favorites Penicillin G Moderate View Source Egg Moderate Shellfish Moderate Encoding lt Current Medications for Eric Test Drug Review Rx Date Stage Append to existing PDF to existing PDF T 04 08 09 Valtrex 1 g Tab Convert to Adobe PDF M 04 08 09 Vicodin 5 mg 500 mg Tab Export to Microsoft Excel Hydrocodone Acetaminophen Diet Supp 11 10 mg 6 T 04 08 08 mq Oral Combo Pack Hydrocodone Acetaminophen Diet Supp 11 10 ma b 04 08 09 mg Oral Combo Pack Citruce 500 mg Tak Properties Select Print Preview Criterions THE PM amp EHR SOLUTION Administrat
40. ator may have it configured differently If you are unsure of which port to use consult with your network administrator or check the properties on your router if you have access We are now prompted to review the properties tied to this certificate by clicking the Next button will officially install it IIS Certificate Wizard Certificate Summary ou have chosen to install a certificate from a response file To install the following certificate click Nest File name C Documents and SettingstAdmnistrator Desk Wcertnewl cer Certiticate details lssued To criteno h2Sk09 lssued By Complescorp Expiration Date 4 20 2011 Intended Purpose Servier Authentication Friendly Hame Default Web Site Count A egion US State Province N Y City 11021 Organization Criterions LLE Organizational Unit Criterion Cancel Click on the Finish button in the next form and the certificate installation is complete Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 230 lt IIS Certificate Wizard Completing the Web Server Certificate Wizard Tou have successtully completed the Web Server Certificate wizard A certificate i now installed on this server Fou need to renew replace or delete the certificate in the future you can Use the wizard again To close this wizard click Finish Cancel Verify that SSL is working To test your new settings conne
41. ators Guide to The Criterions EHR ae 5 0 Power Supply Note Client System Administrators should be authority regarding all hardware setup Clients are advised to have power redundancy to prevent data loss in the even of power failure Uninterrupted Power Supplies UPS should be provided at every station 6 0 Network System Requirements Clients are responsible for the installation and upkeep of items related to hardware malware prevention We strongly recommend the use of proven Malware Antivirus protection programs such as Symantec Anti Virus McAfee Anti Virus on all server and client stations and schedule automated scans to run regularly To Properly run all functionality of the EHR each PC must have the following installed Tablet SDK hito www microsoft com downloads details asox familyid B46D4B83 A872 1 4OBC AA85 CIEESD6E9699 amp displaylang en Net 2 0 http www microsoft com downloads details asox FamilyiID O856EACB 4362 4BOD 8EDD AAB 1 5CS5E04F5 amp displaylang en Ajax 1 0 httpo www microsoft com downloads details asox FamilyiID ca9d90fa e8c9 42e3 0a19 08e2Cc027f5d 6 amp displaylang en Adobe Reader hitp download cnet com Adobe Acrobat Reader 3000 2378 4 10349804 himl Performance and security of Criterions products as with any IT system is contingent on many parts working effectively together Below is a list of Benchmark settings and minimum requirements Benchmark Performance Usin
42. aults for HPI 9 In the EHR click beta Patient Tracker Print Management Bethe for placement and tracking of Define printers and routing of print types i y Referrals Health Maintenance Th dmi ill disol Ed Coumadin Sheet config Some desciption about this header wil b Some desciption about this header will b ome description abo is header will be ome description abo is header will be e aamin Menu WI IS ay E Task Management displayed here in this space displayed here in this space stem Alerts User Securi indiana Jones 4 16 2009 2 59 10 PM Copyright 2006 2009 Criterions EHR All rights reserved 10 Click the User JJ aea Security link Figure 61 Criterions THE PM amp EHR SOLUTION The list of User security options is E ae z 2 BAT 4 S aai a disolayed hbo me SOA c Mame MA Staff Staff 11 Click on the User 3 Plan if ie Login Audit link E vste contr User Rights For Map TOMS User To CEHR User Physician Rights Physician Rights For Map TCMS User To CEHR User User Login Audit User Login Audit information User Locked Audit User Locked Audit information B E amp M Config Disease Management Intake Sheet Config B Coumadin Sheet Config B Task Management indiana Jones 4 16 2009 3 0 34 PM Copyright 2006 2009 Criterions EHR All rights reserved ore O O OO T T io trustees Rio gt A Figure 62 Criterions THE PM amp EHR SOLUTION The User Login audit log is displ
43. ayed The user login audit log allows a user to perform a filtered search by user start date or end date Each entry is date time stamped with login and logout time 12 Click on the User Locked Audit link Administrators Guide to The Criterions EHR 111 http ehr criterions com CSessionID 92F14A19AF004AFEA7EF96C029AEA394 amp UserType P Criterions Windows Internet Explorer B E amp M Config Disease Management Intake Sheet Config Coumadin Sheet Config Task Management User Name Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Complex User Han Solo Han Solo Han Solo Han Solo Han Solo Practice Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Local EHR Prac Admin Location Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Main Office Login Time 10 09 2008 09 27 32 AM 09 15 2008 03 35 56 PM 09 15 2008 03 37 43
44. ct your open a browser and type your server s FQDN or NetBIOS name if on the LAN in the address bar for example http server200 for your Intranet or http www kuku co 1l for the Internet Since you still used HTTP plain text http using TCP port 80 you ll get the following error message Criterions alia Administrators Guide to The Criterions EHR so The page must be viewed over a secure channel Microsoft Internet Explorer File Edit View Favorites Tools Help ky Back ED gt J Search gt Favorites ef Meda 4 ae oa 3 a aes Address https awa kuku co il 0 a i Google BB Search web go PageRank afp Eh 309 blocked fE Links E9 RoboForm ki Search zz Logins a2 passcards amp Daniel Petri J9 Save i Generate The page must be viewed over a secure channel The page you are trying to access is secured with Secure Sockets Layer SSL Please try the following Type https atthe beginning of the address you are attempting to reach and press ENTER HTTP Error 403 4 Forbidden SSL is required to view this resource Internet Information Services IIS E j Done m io Dy Local intranet F Now re type the URL by using HTTPS instead of HTTP You should be able to view your website You ll receive a Security Alert window Click Ok Security Alert x C1 You are about to view pages over a secure connection J Any information you exchange with this si
45. e Windows token for the authenticated user Criterions Administrators Guide to The Criterions EHR 64 Note ASP NET version 2 0 on Windows Server 2003 protects all files ina particular directory even those not mapped to ASP NET such as html gif and jpg files Configuring Windows Authentication To configure your application to use Integrated Windows authentication you must use IIS Manager to configure your application s virtual directory security settings and you must configure the lt authentication gt element in the Web config file To configure Windows authentication Start Internet Information Services IIS Right click your application s virtual directory and then click Properties Click the Directory Security tab Under Anonymous access and authentication control click Edit a S eS YS Make sure the Anonymous access check box is not selected and that Integrated Windows authentication is the only selected check box In your application s Web config file or in the machine level Web config file ensure that the authentication mode is set to Windows as shown here Windows Server 2003 includes all the functionality customers expect from a mission critical Windows Server operating system such as security reliability availability and scalability In addition Microsoft has improved and extended the Windows server product family to enable organizations to experience the benefits of Microsoft NET a set of soft
46. e users are designated by a rr flag symbol beside the name To re activate an inactive account access the user setup screen 9 Double Click on the user name to reactivate Administrators Guide to The Criterions EHR 80 User User Groups Document Fights Add User Login Mame ERIC INDY PP MGREENLEAF NEW NURSE Full name enc test Indiana Jones Mark Greenleaf new test User Nurse Figure 24 Criterions i aen Administrators Guide to The Criterions EHR 81 The Active box is unchecked User Setup Login Name i GREENLEAF Acti Full Mame Mark Greenleat 10 Check the Active Group rights for each location Dox Main Office 11 Click No rights ef Administrator i frontdesk nurse physician MiniCert if Mo rights O Administrator C frontdesk nurse O physician Figure 25 Criterions THE PM amp EHR SOLUTION The user MGREENLEAF Is reactivated Administrators Guide to The Criterions EHR 82 User User Groups Document Fights Add User Login Name ERIC IND MGREENLEAF HE NURSE Full name Eric test Indiana Jones Mark Greenleat Hew test User Nurse Figure 26 Criterions THE PM amp EHR SOLUTION Passwords Managing passwords and defining criteria is quick and easy 1 Open the Criterions TCMS Practice Management System 2 Click File gt Setup Figure 1 Note A user must have administrative rights to access the Practice Manageme
47. ea E E E 5 Configuring Windows AVINEnicCaATON weseeacen cca sanonaseonneceacane ener i oirnne iida hin aA EER ENA EAEN EE REE EE iraa 6 PATE S EOE E O TE EE EE A ET E E E E E EN E T 20 DO EE NOE E E AEE AE EE E E 20 Verify that SSL is WOM MIAO vasctensevonsdorssecncenevanssentacnnauaraeduenanctentevasdarssesaceuensasunesatooueusedsesancanssebiwonasiansesstoouentedaensacteeaions 30 aene a S E E S E P E AE E A E A A A 32 IOS PON T OOO e E E A E EE E E TEA E T AA TA S 33 6 0 Network System Requirements sssssesssseesssssseesssessersssssceressssceressssctrsssssttessssctressssceressseceresssseetseseeseesssseecesssseeeee 33 FOES ESC Ae EO Te SS VOI eE E E E EEA E E OA A E E O EES 36 O10 IC O DINING e E ENE E AEA OAE E AA TE AEE EE E EAEE AOE NEA EE 36 9 0 Peripherals Printing Scanning Faxing Emil sicsscstecsesdencttancewesdsadtantanssvanwaasioaniuncntesveddsanniesadecsansidaantianbeaveaateanss 37 Setting Up ERX Printing AligNMEnNt eseessessseesreerressesrrecrrressesrresrreessssssestteessssseettersrssssettteerssssseetteteesssssseetteeresssseerteereeet 37 TOs UTS TE S Ta E E E R EAE E O 4 T a E E D EE E EE TEE E E E EEE A A EE 4 E eE E EE O E A E EE A EEA EE A E 42 POSE T EO a AAE N I EEA AE E A E EE A EAE EE E TEE 44 COMMON system Eror MESSAGES es essuscestzeeaencnnccecannaccingscuetapusiadaeevwacupatecneseauwianenseeacaamenseselspecectosev siete avsessecessooeeteus 45 MOVO O EO eae E A E A E E A A E 46 12 0 EHR User and Practice SETU
48. equired to enter a new password then retype the new password upon next login E ER EA Change Password Mew Password Criteria of the new password is displayed Confirm New Password on the pop up box Password must have a minimum of 6 characterls Passwords is case sensitive Password must contain both Letters and Numbers y OK M Cancel Figure 51 The user will be presented with errors if they incorrectly attempt to reset their password X Invalid Password Entered Password must have a Minimum of amp characters Change Password xj User Hame New Fazzword Confirm New Password Password must have a minimum of 6 character s Passwords it case sensitive Password must contain Goth Letters and Numbers x Cancel Figure 52 Criterions THE PM amp EHR SOLUTION aoa Administrators Guide to The Criterions EHR 103 Change Password x Figure 53 Figure 54 Password Reset Process x Figure 55 Criterions i Administrators Guide to The Criterions EHR 104 Accessing Audit Logs Access to audit logs are a group right To give a group rights you must have rights to access the practice management setup The administrator has rights to unlock a patient account Select Practice Ctrl F3 1 Open the Criterions TCMS Practice Management System 2 Click File gt Setup Figure 1 User Defaults T Impersonate 4 User Ctrl U S65 Close Batch 1 t
49. g Windows 2008 on an Quad Core processor with 4Gb of RAM and 500Gb RAID 5 drive on a HL switch with 20 ports with 20 concurrent users entering data running the EHR and Practice management running reports most queries return back within 4 seconds Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 234 The system also has a number of minimum requirements that should be met 6 1 Client is required to get a high speed internet connection from a reputable ISP 6 2 Must have a router or hub with enough connectivity to handle the desired number of connections router may include firewall client may use windows firewall for added security 6 3 Minimum hardware requirements for IIS and Oracle 6 3 1 For IIS Server FOR WINDOWS 2003 e For an x86 based computer One or more processors with a recommended minimum speed of 550 megahertz MHz The minimum supported speed is 133 MHz A maximum of eight processors per computer is supported Processors from the Intel Pentium Celeron family AMD K6 Athlon Duron family or compatible processors are recommended 256 megabytes MB of RAM recommended minimum 128 MB is the minimum supported and 32 gigabytes GB is the maximum supported For computers with more than 4 GB of RAM be sure to confirm hardware compatibility by clicking the appropriate link in Support resources e For an Itanium based computer One or more processors with a minimum s
50. ghts of the frontdesk group to allow all front desk members fo scan insurance cards 4 Click on the USER GROUPS tab The added group names display in the left hand column 5 Click on the GROUP NAME you Would like to edit In this example we are editing the rights for the Frontdesk group A list of group rights displays Administrators Guide to The Criterions EHR ay i Figure 14 practice Local EHR Prac TCMS Setup User Setup lo x Sa Fie Claims Print Schedule Lookup Workflow Window Help la x a seen User User Groups Document Rights Practice Setup i AddGroup Edit Practice information E N OLphlanas System Rights frontdes Location setup a ef CEHRAdmin JO Coumadin Sheet Config o JO DM Admin lf E amp M Admin 7 Health Maintenance ef History Admin 7 Immunization Admin JO Intake Admin o J Lab Configuration of Order Transmittal oof Patient Tracker Admin ef Plan Admin 7 Print Management bJ Procedures Configuration JO Referral of System Alerts 3 J7 Task Management Other Tasks Staff Config i Lf Task Management Recall Staff Contig of View Auditlog 7 Vital Admin ff Vital Units Config 7 Work Bench t C eRx PharmacyData Configuration i so 7 eRx Print Text Configuration CEHR Patient of Assessment JA Close Encounter a7 Demographics Documents L i Daeument Views Custom Fields System Rights Description Scheduler TCMS maintenance Prescripti
51. he NEw new best User Groups to which a user belongs NUASE Nurse POR TAL PORTAL ADMIN 1 Double Click on the name SOLO Han Solo of the user you would like to edit Figure 11 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR f Oe The user s current user rights are amp User Setup x disolayed Login Name MGREENLEAF ul Active Full Name Mark Greenleaf User Mark Greenleaf has become an administrator for the Main Office l l Group rights tor each location nurse O physician MiniCert ie No rights O Administrator C frontdesk f nurse O physician x Cancel Figure 12 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR wy ale 2 Select the ADMINISTRATOR x for the Main Office l Login MamefhGREENLEAF W Active Location 3 Click Y 2K Full Marne Mark Greenleat Group rights for each location The user s system rights will now reflect the settings for an administrator in the Main Office Location C nurse O physician MiniCert of No rights Administrator C frontdesk C nurse O physician X Cancel Figure 13 If a user needs a change in system rights there is an important distinction that must User User Laroups Documert Rights be made Do the changes required for Criterions THE PM amp EHR SOLUTION the user apply to ALL members of the group they belong to In this scenario we will edit the ri
52. he a domain windowsretererice int hie domain controller is assigned to the site Drefault First Site N ame Sites are managed with the chive Directory Sites and Services administrative tool he this wizard click Finish 4 Back Frrish ance 15 Now you need to select Restart Now option to reboot your server Active Directory Installation Wizard x Windows must be restarted before the changes made by the Active Directory Installation wizard take effect Don t Restart How After rebooting you can see new option for logon Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 219s Log On to Windows Micoa t Windows Server 2003 Enterprise Edition Copyright 1985 2003 Microsofi Corporation User name Administrator ON Password Log on to Log on using dial up connection Ex Cancel Shut Dawn Options lt After logging in you can see similar to the following screen saying your server is now domain controller Configure four Server Wizard x This Server is Now a Domain Controller You have successfully set up this server as a domain controller To add or remove another role run the Configure Your Server Wizard again i 2 view Che next steps For this role For a record of your changes see the Configure Your Server log To close this wizard click Finish Gantel Help That s it now your server is
53. id 1 QD Daily Tests GASTRIN 8 SPECIMENS Procedures COLONOSCOPY FULL Barium Enema Cholecystectomy Instructions Diarrhea Review of Systems Brief Detail Gastrointestinal The patient complains of abdominal pain Physical Examination Brief Detail indiana Jones 4 16 20 3 1 Copyright 2006 2009 Criterions EHR All rights reserved PEN A TEE Figure 68 Criterions THE PM amp EHR SOLUTION All items pertaining to the patient record and the visit are accessible Deshbosre open thar EE stove E E fy Visit Sum WY c Y Hx Y G OAs er 4 Plan amp By default the Visit Audit log displays This screen records who has changed any status Open Close Started Reopened to the visit Problems Past Med Hx B Family Hx B Social Hx B Allergy Hx Medications Immunization f fital Chief Complaints Old Value 4 6 2009 4 57 27 PM Started 4 6 2009 4 57 27 PM 4 6 2009 4 57 27 PM 3 17 2009 12 15 00 PM Closed 3 17 2009 12 14 24 PM Visit Status Visit End Date Closed User Visit Status Visit End Date New Value Closed 06 APR 09 Nurse Reopen 17 MAR 09 y Audit Log Audit Log for Visit Print Preview B Demographics NURSE Nurse NURSE Nurse NURSE Nurse COMPLEX Complex User COMPLEX Complex User B HPI 3 17 2009 12 14 24 PM Closed User COMPLEX Complex User 3 ros indiana Jones E Physical Exam 3 17 2009 12 14 24 PM visit Statu
54. impacted aspects of client system and required client steps to be taken e g TEMS update estimated downtime user access etc While in most cases updates to the Criterions EHR will not result in any change of performance or usage of TCMS Practice Management there are occasions where users will be required to exit both systems to complete a patch In some cases practices will be required to update their TCMS system prior to Criterions EHR updates In these cases please refer to the above TCMS update section for instructions on how to update your TCMS 4 Account specialist is informed of the changes and the impact to the client 5 Account specialist reviews impact with client and relays pertinent information a Instruction manual excerpts given as necessary b Client processes are reviewed as necessary c Web Demo or Live Instruction given as necessary qd System Administrator is informed of update information pertaining to client system 6 Patch Request Form is completed 7 Patch update is scheduled 8 Patch is performed at scheduled time 9 Patch test script is executed by Criterions Implementation Specialist 10 Client System Administrator is notified of patch completion Criterions Administrators Guide to The Criterions EHR 44 11 Client contact is notified by Account Specialist of patch installation and additional steps if any required for use of updated system 12 Training via web or in person is delivered if
55. ior Visits M General visits Phone visits amp Hh Date Diagnosis Status Physician 04 14 2009 FRACTURE OF SHAFT STARTED Jones India ENLARGED PROSTATE GERD GASTROESOPHAGE ABSCESS OF ANKLE FRACTURE OF SHAFT OF 03 16 2009 03 16 2009 03 10 2009 02 19 2009 Jones Indian Jones Indian Jones Indian Jones Indian Jones Indian 03 17 2009 03 10 2009 02 25 2009 02 23 2009 TRAUMATIC RUPTURE FRACTURE OF SHAFT PRE CLOSURE CLOSED CLOSED CLOSED Jones India Jones India Jones India Solo Han TRAUMATIC RUPTURE OF 02 19 2009 a _ Medication amp CurrentRx o y A Drug Dis Rfl Duration Provider Start Date Imodium A D 1 mg 7 5 30 30D Jones Indiana 03 17 2009 Lotrisone 1 0 05 1 30D Jones Indiana 04 14 2009 a Vitals Ps S wO Allergen Reaction Severity 72 eee eee Allergies w O k a E eS a T Documents I New since last visit M Unsigned only w A Category DocType Date EHR VISIT SUMMARIES VISIT SUMMARY 03 17 2009 e eS a wO b a wO Ss cd indiana Jones 4 16 2009 3 16 40 PM Messages Alerts a eh From Subject Received On ESS Copyright 2006 2009 Criterions EHR All rights reserved ed Figure 67 Criterions THE PM amp EHR SOLUTION The patient visit is disolayed 18 Click L display the audit Information Administrators Guide to The Criterions EHR oo http ehr criterions com CSessionID 92F 1441 9AFOO4A4FEA 7EF
56. iterions EHR P ti e N t A U c it Lo g S l i com a a a gt ee 238 aay Sh Search Audit Logs involving patient records are disolayed within the patient record Account No a re ai k 13 Click E to search for a patient 14 Enter the patient name or account 15 Click MANT VARTS AIXE Rx Figure 65 t Criterions es Administrators Guide to The Criterions EHR A li t f ti t t hi th h ehr cri erions com CSessionID 92F 14A1 SAFOO4AFEA7EF96CO29AEA394 amp UserType P Criterions Windows Internet Explorer lO x Ist of patients matching the searc dii Sa eee criteria will display 16 Select the patient by clicking on their name ts reserved TE i Grete eed ere sd Ss BB inne y 7 a f Trusted stes 100 4 Figure 66 Criterions THE PM amp EHR SOLUTION The patient chart is opened Because audit logs record information changed in the course of a visit or outside of a visit we store audit logs at a visit level The audit log will display audit information pertaining to the visit as well as information independent of the visit 17 Click on a PRIOR VISIT Problem List a A Diagnosis Dt of Onset Reocc Physician Resolve _ zate C an D Wie a Open Charts S 62 dee yt S Mt Windows Internet Explorer 1 e a Test Mark DIARRHEA 03 17 2009 1 Jones Indian Pr
57. ivate ae eB Terminal Server Licensing Accessories Terminal Services Configuration Te oe Terminal Services Manager Startup Ww Internet Explorer Outlook Express All Programs Remote Assistance Log OFF Shut Down HP Start amp Here you need to select Add or remove a role m p Manage four Server Search Help and Sup Manage Your Server Server REFERENCE 4 Adding Roles to Your Server Adding roles to your server lets it perform specific tasks For ne E example the file server role enables your server to share Files To add a role start the Configure Your Server Wizard by clicking Add or g Read about server roles remove a role i 2 Click Add or remove a role Verify the following steps Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR Or 3 Click on Next Configure four Server Wizard l x Preliminary Steps You can ensure that vou successfully configure your server by completing the Following steps before continuing Before continuina verify that the Following steps have been completed e Install all modems and network cards e 4ttach all necessary cables e JF you plan to use this server for Internet connectivity connect to the Internet now e Turn on all peripherals such as printers and external drives e Have your Windows Server 2003 Setup CO available or know your network installation path When wou click We
58. ms while allowing access to authorized users Note This document contains guidelines for practices to follow The client system administrator should perform a thorough vetting process to determine client needs and configure the system accordingly complying with all regulations and security standards Remote Access If deemed acceptable by the systems administrator the application can be made available over https via the internet Client must authenticate themselves against the application using their secure login If the server resides on a domain the network administrator may choose to require the user authenticate against the domain in addition to the application 1 0 Windows Domain Authentication Windows authentication without impersonation This is the default setting ASP NET performs operations and accesses resources by using your application s process identity which by default is the Network Service account on Windows Server 2003 URL authorization You use URL authorization to control access to requested files and folders based on the request URL You configure URL authorization by using an lt authorization gt element in the Web config file to control which users and groups of users should have access to requested resources Authorization is based on the IPrincipal object stored in HttpContext User With Windows authentication this object is of type WindowsPrincipal and it contains a Windowsldentity object that holds th
59. n the Default Web Site Properties window select the Directory Security tab and click on the Server Certificate button to soawn the Web Server Certificate Wizard Criterions Administrators Guide to The Criterions EHR n 11S Certificate Wizard Pending Certificate Request A pending certificate request i a request to which the certification authority has not yet responded A certificate request it pending What would you like to doy Process the pending request and install the certificate Delete the pending request lt Back Cancel This time we will be processing the certificate so select the first option and click next IIS Certificate Wizard Process a Pending Request Process a pending certiticate request by retrieving the file that contains the certification authority s response Enter the path and file name of the file containing the certification authority s response Path and file name fc Documents and Settings 4dministator Desktop certnew cer Cancel We now use the browse button to locate the certificate cer file and click on the next button Criterions Administrators Guide to The Criterions EHR 29 115 Certificate Wizard SSL Port Specify the SSL port for this web site SSL port this web site should use lt Back Cancel We are then prompted to dictate which port should be used for SSL By default this port is 443 your network administr
60. necessary 13 Patch release is closed To contact your Account Supervisor please call 516 466 1942 or email us at info criterions com Should any changes be made fo the patch process all clients will be informed by their Account Supervisor with updated protocols 11 0 Error Logs Through most of the Criterions systems errors are answered with a pop up box that will give instructions regarding the steps required to Should you experience system errors Criterions products record these errors in an Error Log located in TCMS under HELP gt ERROR LOG what s New FE Tems Alert fay TEMS Manual ee TEMS Courseware Connect to Tech Support E TOMS Sessions and Machine Count ES Update TEMS The Error Log will display Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 45 a Practice Local EHR Prac TCMS TCMS Error Log i io x x iy File Claims Print Schedule Lookup Workflow Window Help Computer Name 7 IP Address z Date 4 8 2009 Total errors 5 09 50 AM COMPLEX RAJ LAPTOP2 192 168 1 18 09 50 AM COMPLEX RAJ LAPTOP2 192 168 1 18 0950 AM COMPLEX COMPLEX RAJ LAPTOP2 192 168 1 18 COMPLEX RAJ LAPTOP2 192 168 118 Date 3 5 2009 Total errors 1 date time 2009 04 08 09 47 26 75Gms computer name RAJ LAPTOP2 user name Raj operating system Windows NT New Service Pack 1 build 6001 system language English system up
61. nlock User field is now active 6 Check the box next to Reset Password 7 Click 7 9K nE User Setup x Login MamefMGREENLEAF W Active Full Name Mark Greenleaf Group rights for each location z Main Office heat No rights f Adminstrator C frontdesk O nurse O physician Mini Cern of Mo rights O Adminstrator C frontdesk nurse O physician 4 Cancel Figure 47 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 100 PA O E O E x user wants To Unlock the account Message E x P j Do you want to UNLOCK the User 1 8 Click ves a oe Figure 48 The user account is unlocked Tne user can now attempt to log in again User User Groups Document Fights Pazsword Rule Setup Add User Edit Show inactive users Login Name Full name ERIC eric test IMD Indiana Jones MGAREENLEAF Mark Greenleaf MEW new test User NURSE Nurse Figure 49 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR mee ee Incorrect User Attempts Attempts to reuse a password prior to the limit being reached will result in an error message displayed to the user x Can not save this password This password is already used within last 45 dayis Unable to save changes Figure 50 Criterions Ts Administrators Guide to The Criterions EHR 102 If a password has been reset by the administrator the user will be r
62. nt cere If you are currently on the latest version of TCMS the following error will appear x ai i i You are using the latest version of TOMS Wo new updates are available at this time EHR Due to the potentially impact of an EHR upgrade on client operations all EHR upgrades are managed by Criterions Implementation Specialists Specialists are charged with determining impact downtime if applicable scheduling and notification to system administrators Account Specialists are tasked with clearly conveying to clients to changes to system and processes as well as any client requirements that may need to be met Criterions Administrators Guide to The Criterions EHR TRE The Criterions EHR has no Operating System OS prerequisites for patch installation Clients are encouraged to maintain OS self patches and all client systems should be set to Windows Auto Update to maintain currency of their systems To view available updates to your system please visit www criterions com and use your client ID and password to login to the client website using the login link Once you have determined that the patch is applicable to your operations and you would like to proceed the following steps need to be taken 1 Client contacts Criterions Account Specialist to request patch update 2 Criterions Implementation Specialist will be assigned to your account 3 Implementation Specialist determines patches to apply
63. nt Setup The Practice Setup Options List will appear S Exit Administrators Guide to The Criterions EHR 83 Select Practice User Defaults T Impersonate 4 User Ctrl F3 Ctrl U Close Baith 1 Ctrl B en Change Password A Log off user Figure 27 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 204 1 Select Practice Setup gt User Setup 2 Select the Password Rule Setup All practice password setup options are available from this screen 3 Click Note Changes to the Password Rule Setup screen are applied to ALL users of the Practice Management and EHR systems E File Claims Print Schedule Lookup Workflow Window Help Billing Setup Practice Setup User User Groups Document Rights l E Save pe Eancel Setup Password Rules Laisaliciy seine Minimum password length Practice information Passwordiscase sensitive Password must contain both letters and numbers T Maximum Days tor not allowing the password to repeat Figure 28 User User Groups Document Rights Password Rule Setup Save re Cancel 1E Edit Setup Password Rules D E Maximum Daws for not allowing the password to repeat Figure 29 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 85 System administrators can define the minimum length to which u
64. omains iM Anonymous Users can read information on this damain Permissions compatible only with Windows 2000 of Windows Server 2003 operating systems Select this option if you run server programs only on Windows 2000 or nen Server 2003 operating systems that are members of Active Directory domains Only authenticated users can read information on this domain Back news Cancel The restore mode password is the single password that all administrators hope to never use however they should also never forget it because this is the single password that might save a failed server 12 Click Next Active Directory Installation Wizard Directory Services Hestore Mode Administrator Password This password ie Used when you start the computer in Director Services Restore Mode Type and contin the password you want to assign to the Administrator account used when this server is started in Directory Services Restore Mode The restore mode Adminstrator accountHs ditterent from the domain Administrator account The passwords for the eet aa be different s0 be sure to remember both Restore Mode Password Jeseoeee Confirm passvrord eseese For more information about Director Services Restore Mode see Active Directory Help lt Back O nw Cancel Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 17 Now we will see a summary of what will happen 13 Click Next
65. on Surgical Scheduling HL Setup Location Main Office Patient Batch 4 1 User Complex User NUM CAPS O Figure 15 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 73 6 Scroll down to find the Add Group Edt D Show inactive groups right you want to edit ee System Rights 2 me Letters wf Print Bulk Aging Letters Miscellaneous z Create Criterions e Track M Criterions Alert Notification Patient 0 perations ae Add Patent Add Patent Merc Edit Patient Demographics Edit Patient Insurance information Edit Patient Memo Edit Patient No Fault information Edit Patient Recall information Edit Patient Referral Source information Edit Patient WC information Edit Patient default information Modlty authorization Information f f hysician In this scenario insurance card scanning ia rights are to be given to all members of the front desk group 7 Check the box before Scan Patient Insurance Card oad ar ar ar oi ool ar ar ary oc All users across all locations who are given Frontdesk group rights will now have the ability to scan Patient T sid a Tab Insurance Cards 7 Show Clains Ledger Tab es Show Documents Tab If a user is a Member of a group and 7 Show Patient Memo Tab needs rights that should not be given to O Show Personal Injury Tab the additional group members a new Show Prescription Tab group should be added and the user
66. onflict They are stated in plain English and are pertinent to the screen the user is viewing Error messages and warnings must have an acknowledgement by the user prior fo any additional steps being taken This acknowledgement Is either a single option click to close the error message or a dual option choice that will direct additional actions Some examples are listed below Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 47 x Phone Encounter User must select a diagnosis before entering a new Rx A Please select atleast one Active Diagnosis xi Removing a visit wil prompt a p user to confirm the operation T j Do you want to delete Visit permanently 7 crea Vaccine Complete the Dose field prior Windows Internet Explorer to saving A Please select Dose Windows Internet Explorer x Complete the Vaccine field prior to saving Vaccine aN Vaccine must nok be empty Titties X Vaccine Complete the Done by field prior to saving A Please select Done bw Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 48 Windows Internet Explorer Advanced Directives Complete the First Name field A Enter Firsk name x Advanced Directives Enter a description of the directive A Enter free text description xj Advanced Directives Enter the patient s last name A Enter last name Windows Internet Explorer x Advanced Di
67. ors Guide to The Criterions EHR 40 EJ Print Preview 1 Page View z Shrink To Fit Open Edit for Dosing Doc Loc Drug Sig Refill nae Skelaxin 800 mg Tab Approved Musculoskeletal System Muscle Relaxants and Combinations po rg Sear Dears Tki 3 Etter mh 5 recommended D include obsolete drugs Alergy Intolerance Search Severity Ins tant Renewal Select Pharmacy D Dis continued Previous C CancelledMid Process C Pharmacy Communication C Order Log C Denied Tinted Rx are external entered wia MedEntry or imported source shown Select the Preferences icon Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 4 Page Setup Source Auto Select Header m Footer Orientation Margins f Portrait Lett 0 25 Aight 0 25 Landscape Top 0 166 Bottom 0 166 Cancel Printer Make sure that the Header and Footer are blank Make sure Margins are set to the above settings 10 0 Updates to System TCMS To update TCMS first access the What s New icon to learn about the updates and requirements for a TCMS update Next Click Help gt Update TCMS Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 42 About Create eTrack Error Log a What s Nev TEMS Alert TEMS Manual TEMS Courseware Connect to Tech Support Toms Sessions and Machine Cou
68. oup B Edit Practice information 7 opila System Rights frontdesk Location setup z ef CEHRAdmin J7 Coumadin Sheet Config 7 DM Admin JT E amp M Admin Health Maintenance T History Admin Immunization Admin cof Intake Admin J Lab Configuration cof Order Transmittal oo 7 Patient Tracker Admin of Plan Admin JT Print Management i Procedures Configuration i I Referral i T System Alerts I Task Management Other Tasks Staff Config l 7 Task Management Recall Staff Config J7 View Auditlog JO Vital Admin 7 Vital Units Config JO Work Bench eRx PharmacyData Configuration so 7 eRix Print Text Configuration CEHR Patient JV Assessment of Close Encounter Scheduler V Demographics Documents iI Daeurmen Eio Custom Fields Sys Rights Description TCMS maintenance Prescription Surgical Scheduling HL Setup Location Main Office Patient Batch 1 User Complex User NUM CAPS e Figure 59 Criterions THE PM amp EHR SOLUTION 7 Scroll down to find the right you want to edit In this scenario insurance card Viewing Audit Log rights are to be given to alll members of the front desk group 8 Check the box before View Auditlog All users across all locations who are given Frontdesk group rights will now have the ability to view the auditlogs If a user is a Member of a group and needs rights that should not be given to the additional group members a new group should be added
69. p M Config f Disease Management f Intake Sheet Config f Coumadin Sheet Config f Task Management Define the results configuration instructions and location of procedures Define Instruction Goals and Problem and Rx DC reasons Create settings for Medication Test and Procedure transmittal Define the units and ranges for vitals Work Bench Create templates and set defaults for HPI ROS and Exam Immunization Define disease and associated vaccine types Patient Tracker Setup rooms for placement and tracking of patient visit Print Management Define printers and routing of print types Referrals Health Maintenance Some description about this header will be Some description about this header will displayed here in this space be displayed here in this space System Alerts User Security Dr Alexander 4 1 2009 1 5 5 PM Copyright 2006 2009 Criterions EHR All rights reserved El ee E Test Configuration amp Test Category amp Test Master amp Categorize Tests amp Instruction Category amp Ancillary Instruction amp Lab Units amp Result Options amp Results Master amp Test Template amp External Labs a Authorization E Procedures amp Procedure Category amp 8 Procedure Master Categorize Procedures amp Result Options amp 8 Procedure Results amp Instructions amp Procedure Template amp Authorization Test Configuration Procedures Define the values
70. peed of 733 MHz A maximum of eight processors per computer is supported 1 GB of RAM minimum 1024 GB 1 Terabyte maximum For computers with more than 4 GB of RAM be sure to confirm hardware compatibility by clicking the appropriate link in Support resources e For an x64 based computer One or more processors with a minimum speed of 1 4 GHz A maximum of eight processors per computer is supported 1 GB of RAM minimum 1024 GB 1 Terabyte maximum For computers with more than 4 GB of RAM be sure to confirm hardware compatibility by clicking the appropriate link in Support resources e A hard disk partition or volume with enough free soace to accommodate the setup process To ensure that you have flexibility in your later use of the operating system we recommend that you allow considerably more space than the minimum required for running Setup which is approximately 2 GB to 3 GB for x86 based versions of Windows Server 2003 and 4 GB for Itanium based and x64 based versions of Windows Server 2003 The larger amount of space Is required if you are running Criterions Administrators Guide to The Criterions EHR 535 Setup across a network instead of from a CD ROM or if you are installing on a FAT or FAT32 partition in the case of x86 based or x64 based versions of Windows Server 2003 NTFS is the recommended file system for both x86 based and x64 based versions of Windows Server 2003 Itanium based versions of Windows Server 2003
71. r a user to be given two options for system rights Administrator or No Rights Lookup Login Name oe lt Practice Local EHR Prac s File Claims Print S Billing Setup Practice Setup Practice information Location setup User Setup Figure 3 Workflow Window Help Document Rights Add User Edt D Show inactive users Full name Figure 4 Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 63 Ha practice Local EHR Prac TEMS Setup User Setup oe File Claims Print Schedule Lookup Workflow Window Help lal x User User Groups Document Fights Practice Setup a Add Group PS Edt D Show inactive groups Practice information Group Name flSystem Rights Location setup scheduler Documents Aetna leek system Rights Description TCMS maintenance Prescription Surgical Scheduling HL Setup Location Main Office Patient Batch a i User Complex User MUM CAPS i Figure 5 Criterions THE PM amp EHR SOLUTION A list of any active groups will appear 5 Enter a GROUP NAME in the displayed Pop Up 6 Click ii Note Group names should be easily identifiable and created with the understanding that all group members will have equivalent system rights Administrators Guide to The Criterions EHR Add new user group xj Group name Figure 6 Criterions THE PM amp EHR SOLUTION The added group names display in the left
72. rectives Enter the status of the directive A Select skatus Allergy Search The search criteria revealed no matches A Mo records Found Criterions J i ASSAN Administrators Guide to The Criterions EHR 49 xj Allergy Search Before saving select an allergy Windows Internet Explorer value A Please select Allergy Windows Internet Explorer x Add Problem Before saving select at least one l problem A Please add a problem to save x Add past surgical history When using custom procedures enter the name A Please enter the procedure 12 0 EHR User and Practice Setup The below list provides users with the location of administrative functions for configuring the EHR For helo configuring your system please contact Criterions at 516 466 1942 or at info criterions com Criterions THE PM amp EHR SOLUTION Test Configuration Procedures Define the values and routing or internal and external labs including Units Specimens and Containers E Test Configuration E Procedures f Order Transmittal E Plan E History Order Transmittal Plan f Vitals Configuration Se ee eer re a f Immunization f Work Bench E Patient Tracker History Vitals Configuration E Print Management Create Allergy Social History and Family E Referrals History settings E Health Maintenance f System Alerts f User Security f Visit Summary Config f Patient Portal Config f ESB Config E E am
73. rl E Note A user must have administrative LS en Change Password rights to access the Practice Management Setup i 4 Log off user The Practice Setup Options List si Ewit will appear Figure 56 Criterions es Administrators Guide to The Criterions EHR 105 Aa Practice Local EHR Prac Fil lai Print 5 3 From the Setup menu S Ele ie click Practice Setup Figure 3 4 Click User Setu p Practice information Location setup Practice Setup User Setup Figure 57 Cri terions Administrators Guide to The Criterions EHR a106 To give audit rights the admin must edit the User Group User User Groups Document Flights Add User Edt D Show inactive users Login Mame Full name ERIC Eric test 5 Click on the USER GROUPS tab INDI Indiana Jones MGAREENLEAF Mark Greenleaf AEA new test user NORSE Nurse PORTAL PORTAL ADMIN SOLO Han Solo Figure 58 Criterions THE PM amp EHR SOLUTION The added group names display in the left hand column 6 Click on the GROUP NAME you would like to give audit log rights In this example we are editing the rights for the Frontdesk group A list of group rights displays Administrators Guide to The Criterions EHR 107 Practice Local EHR Prac TCMS Setup User Setup lol x S3 Fie Claims Print Schedule Lookup Workflow Window Help la x El cih User User Groups Document Rights Practice Setup ae AddGr
74. s option This will create a new domain tree that is separate from ary existing trees z Back O New gt Cancel Now we have to think of a name for our domain If you have a domain like criterions com you can use it but it isn t suggested because computers inside of your domain may not be able to reach the company website Active directory domains don t need to be real domains like the one above they can be anything you wish Example internaldomain int Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 18 x Hew Domain Name Specify a name for the new domain Type the full DNS name for the new domain for example headquarters example microsoft com Full ONS name for new demain Wwindowsreference mk lt Back u Cancel Now in order to keep things simple we will use windowsreferenc which is the default selection as the NetBIOS name of the domain Active Directory Installation Wizard HetBIOS Domain Hame Specity a NetBIOS name for the new domain This i the name that users of earlier versions of Windows will use to identify the new domain Click Nextto accept the name shown or type a new name Domain NetBlOS name WINDOWSREFERENG il Back Next gt Cancel The next dialog suggests storing the AD database and log on separate hard disks and you can just leave the default settings Criterions THE PM amp
75. s COMPLEX Complex User B Assessment Started 5 Rx 3 17 2009 12 05 42 PM Visit Status COMPLEX Complex User B Tests Open Started s TE 3 17 2009 8 21 07 AM Attending Physid COMPLEX Complex User Proced A list of additional filters is displayed on AB Beas Jones indiana E 5 iji 3 17 2009 8 21 07 AM Physician Id COMPLEX Complex User oa 3 the left hand side Links on the top half neat Jones Indiana S 2 i 3 17 2009 8 21 07 AM Visit Start Date COMPLEX Complex User Referra 03 17 2009 08 21 06 perta In tO ite MS th at are se pa ra te fro ma Beam 3 17 2009 8 21 07 AM Visit Status COMPLEX Complex User Copyright 2006 2009 Criterions EHR All rights reserved I E T indiana Jones 4 16 2009 3 20 56 PM particular visit The items in the lower half of the screen are visit soecific audit logs Figure 69 19 Click the link for Pat Chart Access Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 118 A li st of a U S ers wh O h eo V e eo Cc C ess e q th e http ehr criterions com CSessionID 92F 14A19AF004AFEA TEO CMA Criterions Windows Internet Explorer 1 e e 1T C t Pa lt gt ETE patient chart at any time is displayed per oper arts E E eoe eE 03 17 2009 x 3 sit Q n F E x y _ Z erm G rian G Sonis BP one es re PSO E A m Print Preview Any list in the audit log can be printed E Family Hx B Social Hx Old Value New Value
76. s List will appear Figure 2 Change Password Exit Ctri F3 Ctrl U Ctril B Figure 1 Criterions Jep AT Administrators Guide to The Criterions EHR 61 Xa Practice Local EHR Prac TEMS Setup oe File Claims Print Schedule Lookup Workflow Window Help Billing Setup Masher physician Insurance Type Insurance Carriers Procedure codes Diagnosis codes Referring doctor Procedure Groups Physician Specialties Facility Writeolf reasons Debit Reasons Credit Reasons Followup Reasons Provider Humber EMC Setup Referal Sources E Practice Setup scheduler Documents Custom Fields TOMS maintenance Prescription Surgical Scheduling HL Setup Location Main Office Patient Batch 1 User Complex User NUM CAPS Ki Figure 2 Create a User Group criterions Administrators Guide to The Criterions EHR Before creating a user in the Criterions TCMS Practice Management System a Group should be created Groups allow administrators to manage the rights of all users in the group without changing individual user profiles A group can have any number of users as designated by the practice 1 From the Setup menu click Practice Setup Figure 3 2 Click User Setup A list of active users will appear eTe Claims Print Schedule Billing Setup Tes Practice Setup 3 Click the User Groups tab Practice information Location setup wese Note Adding a user without groups will allow fo
77. ser passwords must adhere 4 Click in the box right of the Minimum password length field 5 Enter the number for the minimum password length Note Aloha characters are not accepted in this field The field is limited to two numeric Characters System administrators can set criteria that define passwords as case sensitive and or requiring passwords to contain both letters and numbers 6 Click the check box next to the Password is Case Sensitive field 7 Click the check box next to the Password must contain both letters and numbers field User User Groups Document Rights Password Rule Setup Ej Save e Cancel Edit Setup Password Rules Minimum password length Password is case sensitive Password must contain both letters and numbers Maximum incorrect login attempts before locking Slumber of minutes before auto unlocking account Mlaximum Days for not allowing the password to repeat Figure 30 User User Groups Document Rights Password Rule Setup H Save re Cancel Edit Setup Password Rules Minimum password length 10 Password is case sensitive Iw Password must contain both letters and numbers Maximum incorrect login atempts before locking Slumber of minutes before auto unlocking account Maximum Days tor not allowing the password to reneat Figure 31 Criterions Lhe Administrators Guide to The Criterions EHR 86 System administrators can define the number of
78. sers Utilized to notify any selected user of Criterions a EE Administrators Guide to The Criterions EHR 55 ic Profile Run all profiles Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat 26 29 30 31 1 2 3 1 2 3 4 5 6 4 5 6 7 amp 4 10 8 9 10 11 12 13 11 i 13 14 15 16 i17 15 16 17 18 19 20 168 19 20 21 22 23 24 22 23 24 25 26 27 25 26 27 28 29 30 3i March 2009 April 2009 Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 1 2 3 8 9 10 11 12 13 5 6 F 8 9 10 15 16 17 18 19 20 7 12 13 15 16 I7 22 23 24 25 i 27 28 19 20 21 22 23 24 29 30 3i 26 27 8 29 30 1 3 6 F 8 Today 3 26 2009 Profile Current Folder Aa Pending start 09 Files backed up The History tab allows users to see a full detailed view of the backup By double clicking on any day a log file txt format will open Below is a detailed look at an example log Tile Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR File Edit Format View Help 3 2 2009 11 05 53 AM 3 2 2009 11 05 53 BACKTERIA version 1 11 8 31 3 2 2009 11 05 53 3 2 2009 11 05 53 3 2 2009 11 05 53 3 2 2009 11 05 53 3 2 2009 11 05 53 3 2 2009 11 05 53 Starting profile TCMSBACKUP Pruning export file C TCMSBACKUP 022620091327 TXT Pruning export file C TCMSBACKUP 022620091327_1 EXP Backup Disk Free 445 285 98 MB Ini
79. stems and the security protocols associated with accessing outside information is the sole responsibility of the practice and their system administrators 9 0 Peripherals Printing Scanning Faxing Email The networking of Printers Scanners and other devices is the responsibility of the practice Printers and Scanner Criterions only supports locally installed scanners 1 per station Printers can be local or shared Shared printers are installed on IIS server on a per location basis using standard TCP IP ports Upon login to the system the user indicates whether or not they are currently inside the office or working from a remote location If they are inside the office all printed reports are fed to a queue which Is managed by the application server which will print to any designated device on their network If they are outside the office they may choose to print to devices local to their current location There is no way to input information into the system directly through peripheral devices Clients may choose to purchase one of the following fax solutions for transmission of documents via fax EasyLink or Castelle Fax Server Criterions EHR includes it own proprietary secure messaging system This is for internal messaging only and does not connect to any mail server or outside systems They system will neither accept nor send email to addresses outside of the practice s EHR Setting Up eRx Printing Alignment Because
80. support only NTFS In addition a domain controller upgrade trom Windows NT 4 0 could require much more space than other upgrades or installations because the existing user accounts database can expand by as much as a factor of ten during the upgrade as Active Directory functionality is added 6 3 2 FOR ORACLE 10G Database on a Windows Based Machine Oracle 10g PC Minimum Hardware Requirements Physical memory RAM 512 MB minimmum Virtual memory Double the amount of RAM Temp disk soace Hard disk soace 1 5 GB Video adapter ari color CPU Processor 200 MHz minimum Oracle 10g Minimum Windows System Requirements Architecture 32 bit or 64 bit Windows OS Windows NT Server 4 0 Windows NT Server Enterprise Ed 4 0 Windows NTTerminal Server Edition with SP 6 Windows 2000 with SP 1 or higher Windows Server 2003 Windows XP Professional Network protocol TCP IP TCP IP with SSL Named Pipes Criterions Administrators Guide to The Criterions EHR 36 Minimum Requirements are given only as a guideline by Criterions System Administrators are responsible for determining client needs and required hardware software to accomplish those needs For more information please contact 516 466 1942 or info criterions com 7 0 HL7 Electronic Lab Retrieval HL7 or Health Language 7 is one of several American National Standards Institute ANSI accredited Standards Developing Organizations SDOs operating in the
81. t access field data beyond Eof The query that was Check what was sought and submitted has completed resubmit query without finding any results entered a code that value is unique and reenter already exists not connected to ORACLE ORA There is no connection to Establish a connection to the 03114 the oracle server server Error in File Print job Error 524 The print job could not be Attempt print again If error busyConnect Retrieve lt PEGetNTables gt run remains logout of system Not enough storage is available to process The computer has run Close other applications and this command out of memory attempt process again Field lt lt FIELDNAME gt gt must have a E The field in the Enter value attempt save again unique constraint lt lt FIELDNAME gt gt ORA When entering a value The system requires certain violated 00001 into a Field a user fields to be unique Check the value lt lt FIELDNAME gt gt section must have a value before saving the named check constraint cannot insert NULL into ORA The field requires a Enter a valid value Run process TCMS_DATA USERLOGIN USERID 01400 value again check constraint ORA The values being Do not insert values that violate TCMS DATA CK_ ALLOWED violated 02290 inserted do not satisfy the constraint Navigation Errors User errors generate warning or error messages for the user to view with the required solution to resolve the c
82. t now but send it later II Certificate Wizard Delayed or Immediate Request You can prepare a request to be sent later or you can send one immediately tt Do You want to prepare a certificate request to be sent later or do you want to send it immediately to an online certification authority Prepare the request now but send it later f Send the request immediately to an online certification authority lt Back Cancel It s good practice to match the naming convention used in IIS since we are working on the Default Web Site that is the name we will provide here If your website is named differently in IIS you may want to use that name Leave the bit length at 1024 and leave the Select cryptographic service provider CSP for this certificate blank Click next to advance IIS Certificate Wizard Hame and Securty Settings Tour new certificate must have a name and a specific bit length Type a name for the new certificate The name should be easy for you to refer to and remember The bit length of the encryption key determines the certiticate s encryption strength The greater the bit length the stranger the security However a greater bit length may decrease performance Bit length 1024 Select cryptographic service provider CSP for this certificate Back Cancel Criterions Administrators Guide to The Criterions EHR 24 Provide the name of your Organization and Organi
83. te cannot be viewed by anyone else on the web Inthe future do not show this warning i More Info If configured correctly you should be able to connect to your now SSL protected website To verify that you re using SSL try to find a small yellow lock icon on the browser lower right corner Double click the lock icon A Certificate window will open Review the information that is entered into the certificate and click Ok Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 269 This certificate is intended for the following purpose s Ensures the identity of a remote computer Issued to owa dpetri net Issued by Dpetri TA alid from 20 02 2004 to 19 02 2006 Ge You have a private key khat corresponds to this certificate Note Make sure you renew your certificate a few weeks before it expires in order to prevent mishaps like this one Expired SSL Website Certificate 4 0 Password Transfer All password transfer is handled using System Security Cryptography The System Security Cryptography namespace provides cryptographic services including secure encoding and decoding of data as well as many other operations such as hashing random number generation and message authentication For additional information please visit htto msdn microsoft com en us library system security cryotography vs 71 asox hitp www fags org rcs rfc1321 Atml Criterions Administr
84. terions TCMS Practice Management System 2 Click File gt Setup Figure Select Practice Ctrl F3 1 User Defaults T Impersonate 4 User Ctrl U Note A user must have administrative avers 3 rights to access the Practice Close Batch 1 Erl B Management Setup en Change Password AT Log off user si Exit The Practice Setup Options List will appear Figure 36 Criterions lla Administrators Guide to The Criterions EHR 3 From the Setup menu click Practice Setup Figure 3 4 Click User Setup 90 AL Practice Local EHR Prac M S File Claims Print Sc Billing Setup Practice Setup Practice information Location setup User Setup Figure 37 Cri terions Administrators Guide to The Criterions EHR 9 A list of active user accounts is displayed User User Groups Document Flights Add User Edt D Show inactive users Login Mame Full name ERIC eric test INDY Indiana Jones MGREENLEAF Mark Greenleat 5 Double Click on the name hind EOE EE NURSE Nurse to reset the password for SOLO Han Solo Figure 38 Criterions a ileal Administrators Guide to The Criterions EHR 92 System administrators can force the reset of a user s password 6 Check the box next to Reset Password 7 Click Z amp User Setup x Login Name MGREENLEAF Full Mame Mark Greenleaf Reset Password Group rights for each location E Unlock User
85. tiating Oracle Export 3 2 2009 11 05 53 Backup schema TCMS_DATA Client 3 2 2009 11 05 53 Export Command EXP system comp lex Tcms FILE C TCMSBACKUP 030220091105_ 1 EXP C TOMSBACKUP 030220091105_2 EXP C TCMSBACKUP 030220091105_3 EXP C TCMSBACKUP 030220 091105_4 EXP C TCMSBACKUP 030220091105 _ 5 EXP C TCMSBACKUP 030220091105 6 EXP C TCMSBACKUP 030220091105 _ 7 EXP Ci TCMSBACKU P 0302200911058 EXP C TCMSBACKUP 030220091105_9 EXP C TCMSBACKUP 030220091105_10 EXP C TCMSBACKUP 030220091105_11 EXP C TCMSBACKUP 030220091105_12 EXP C TCMSBACKUP 030220091105_13 EXP C TCMSBACKUP 030220091105_14 EXP C TCMSBACKUP 0302200911 O5_15 EXP C TCMSBACKUP 030220091105_16 EXP C TCMSBACKUP 030220091105_17 EXP C TCMSBACKUP 030220091105_18 EXP C TCMSBACKU P 030220091105_19 EXP Ci TCMSBACKUP 030220091105_20 EXP C TCMSBACKUP 030220091105_21 EXP C TCMSEACKUP 030220091105_22 EXP Ci TCMSBACKUP 030220091105_23 EXP C TCMSBACKUP 030220091105_24 EXP C TCMSBACKUP 030220091105_25 EXP C TCMSBACKUP 03022009 1105_26 EXP C TCMSBACKUP 030220091105_ 27 EXP C TCMSBACKUP 030220091105_28 EXP C TCMSBACKUP 030220091105_29 EXP C TCMSBAC KUP 030220091105_30 EXP C TCMSBACKUP 030220091105_31 EXP C TCMSBACKUP 030220091105_32 EXP C TCMSBACKUP 030220091105_33 EX P Ci TCMSBACKUP 030220091105_34 EXP C TCMSBACKUP 030220091105_35 EXP C TCMSBACKUP 030220091105_36 EXP C T
86. ware for connecting information people systems and devices This tutorial will explain how to create a first domain controller DC in your network or company includes DNS server setup in windows server 2003 You have to install DNS server for DC without DNS the client computers wouldn t know which one is DC You can host DNS on a different server than DC Before Starting the DC installation process you need to make sure the following points e You have installed Basic windows server 2003 installation e Make sure you have assigned a static ip address to your server Now start DC and DNS Setup process 1 First you need to go to Start gt All Programs gt Administrative Tools gt Manage Your Server Criterions Administrators Guide to The Criterions EHR My Network Places Certification Authority Sey Cluster Administrator ri ae Component Services r mj Computer Management Internet 4 Configure Your Server Wizard fa Data Sources ODBC a Distributed File System cl My Cor Event viewer T7 Y Licensing es ena oA Local Security Policy 1 Suns r Microsoft WET Framework 1 1 Configuration fea Command Prompt ey Pinter Ae Microsoft NET Framework 1 1 Wizards AE Network Load Balancing Manager 4 Notepad is Performance 7 T an y Remote Desktops H Routing and Remote Access Windows Catalog Sa Services ta Windows Update Administrator Ce A pra Fy i Manage Your Server Act
87. xt the wizard will search For network connections 4 Select Server Role as Domain Controller option click on Next Criterions Administrators Guide to The Criterions EHR nen Configure Your Server Wizard h g x Server Role You can set up this server to perform one or more specific roles IF you wank bo add more than one role to this server you can run this wizard again Select a role If the role has not been added you can add it IF it has already been added you can remove ik IF the role you wank to add or remove is not listed open Add or Remove Programs Server Role ees antec Domain Controller Active File server Mo Directory Prink server No Application server IIS ASP NET No Domain controllers store directory data Mail server POPS SMTP Mo and manage user logon processes and Terminal server No directory searches hemole acre P Sere vie ECR ie Read about domain controllers DNS server DHCP server Mo Streaming media server Mo WINS server No lt Back wet gt Cancel Help 5 Summary of Your Selections click on Next Criterions THE PM amp EHR SOLUTION Administrators Guide to The Criterions EHR 10 xl Summary of Selections b gt F View and confirm the options vou have selected Summary Run the Active Directory Installation Wizard bo set up this server as a domain controller To change your selections click Back To continue setting up this role click Meck
88. zational Unit and click next to advance to the next form IIS Certificate Wizard Organization Information Your certificate must include information about your organization that distinguishes it from other organizations Select or type your organization s name and your organizational unit This is typically the legal name of your organization and the name of your division or department For further information consult certification authority s Web site Organization Criterions LLE lt Back Cancel Next we have to provide either a DNS name if you have purchased a DNS for your site from a 3 party retailer such as GoDaddy com or the machine name of the server if the application will be hosted over the local intranet Once entered click on next to advance to the next form II Certificate Wizard Your Site s Common Hame Tour Web site s common name i tts fully qualified domain name Type the cammon name for your site If the server is on the Intemet use a valid DNS name If the server is on the intranet you may prefer to use the computer s NetBIOS name IF the common name changes you will need to obtain a new certificate Common name lt Back Cancel Criterions Administrators Guide to The Criterions EHR Tor Next we provide the Country State and Zip Code the server will be residing in then click Next 11S Certificate Wizard Geographical Information The

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