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HEALTHone User Manual - HealthOne Ireland User Group

1. 112in Sa HEALTH the analysis list to be displayed Select the analysis you require and then click on the Execute button The result is displayed in an analysis window 1 Click on the Drug Analysis Button 2 Select Active therapy from the list 3 Click on the Execute button O Active therapy analysis is performed and displayed in a Prescription Analysis window 4 Close the Analysis Window Select File Close to close John Test s file Population Analysis The population analysis also uses pre set analysis definitions There are two different categories Template and Database The Template analysis examines every patient s HCR and as a consequence may take time to complete dependant upon the size of your practice The Database analyses are much faster because they use a different method to access the patient data The population analysis window is displayed by clicking on the population button illustrated opposite Unlike the other analyses population analysis does not require a patient s file to be open HEALTHone TM HELIX 113 HEALTH 5 1 Analysing Patient Information Page 7 of 19 Display all the patient data in chronological order This is an extremely useful new function in HEALTHoneT version 5 0 It allows you to view all of the patient s file in one page that you can scroll through You can easily search all the data for any text you like You can access this feature by clicki
2. Menu Appears 2 Select the Filtered on problems option in the menu 3 Now select a problem in the Problem Panel Only those transactions that relate to the problem are displayed 4 Repeat step 3 for the other problems 5 Right mouse click anywhere in the Transaction Panel Menu Appears 6 Select the Filtered on problems option in the menu Display returns to all transactions 44 Te HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Adjusting the Display of the Transaction Panel Adjusting the Display of the Transaction Panel Fig 2 5 Te Transachons j nas Transaction name vl Ri csper sible HOR Moment cf occurence j 9 brsecll 30 05 35 1224 cory 0 Drsecll 21 01 96 14 05 Mary lsecretaryl 0302 97 11 38 D Rory O Drsecl 23 02 37 14 54 fo D Rory O Drsccll 12 03 97 1435 coreultaton D Rory O Drsecll 14 06 97 0935 corsultation D Rory O Driseell 23 12797 1548 F corsultaton D Roy l Drsed 23 02 98 1454 Column 3 corsultation Di Rory O Driscoll 12 03 38 14 38 Mey Adjuster ZB consultation Di Rory O Driscoll 22 09 98 10 45 Panel Bars coreultation D Rory O Drieecll 02 04 98 09 33 consultation Dr Rory O Disecll 14 06798 0935 Width corsultaton Di Rory O Drsecll 23 12 38 1545 Adjuster Bar Adjusting Display Width P Adjustment cursors This is identical to the technique encountered earlier to adjust the Patient
3. Here are two examples of how it is best used a You create one analysis to include many items You create a second analysis that excludes many things You add the second analysis in the Restrict to another analysis section of the first analysis b You might want to use the second analysis to simplify the query Let us say you want to create an analysis to find all diabetic patients who have a BMI gt 30 Create a first analysis to find all your diabetic patients create a second analysis to find all patients with a BMI gt 30 You can restrict the first analysis to the second You might use this method when the two analyses are useful in their own right It will save duplication THE ANALYSIS RESULT Let us return to the Vioxx analysis HEALTHone TM HELIX 341 HEALTH 5 1 DWH Analysis Builder Page 8 of 12 This analysis should give us a list of all our patients who have a repeat prescription containing either Vioxx or Ceoxx The result will display the patient surname first name sex and DOB It will also display the repeat Prescription item and its content 1 You can execute this analysis directly from this screen by clicking on execute Alternatively you can save this analysis by clicking OK Click OK 2 You are presented with the list of all the user defined analysis with your newly created analysis included in this list 3 Within this screen you have the options as displ
4. Ti file pasg to here distant vision glasses distant vision glasses close up vision glasses li d close up vision glasses st reduces as you potassium potassium U type mixed grasses qx3 assisting surgeon renal clearance potassium associated diagnosis associated phenomena associated pathology li Click Ok to transfer number of passes item to the transaction Cancel panel of the current mae I Sorted transaction r T7 Leading Fig 7 The Item Selector Window HELIX 15 HEALTH The Sequence A sequence is a predetermined set of Items that have been grouped together to suit a particular task With the exception of the Administration page all other transactions are blank when first created That is they contain no Items at all This allows for great flexibility for example when a pregnant female patient visits you would create a new transaction in her file that adds a page in her Medical Chapter Next you select the Sequence which best suits the reason for her visit this is done using the Sequence Selector 16 FS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The Sequence Selector The Sequence Selector displays all the names of Sequences relevant to what you are currently doing i e the list displayed will be dependent upon whether you are working on a page in the Administrative or Medical Chapters Below is the list that will be displayed by
5. 2367 HEALTH To do this 1 Click on the display HCR identifier mappingDXM menu button illustrated opposite O HCR mapping window appears 2 Select the HCR mappings to be deleted and click on the Delete button 3 When completed click the Close button to return to the DXM window Name used by Lab Actual patient to be merged too Click this column to select HCR Mapping s to be deleted and click the Delete button Type in the filter boxes to locate the patient mapping you require HELIX 237 HEALTH HEALTHone TM 5 1 HEALTHonetm ProceduresPage 9 of 19 Tidying the INBOX All transactions imported into HEALTHoneT arrive in the DXM INBOX From time to time it will be necessary to locate specific transactions and perform housekeeping on the INBOX Locate Specific Transactions 1 Open the DXM module n DXM window opens 2337 a HEALTH 2 Use any of the techniques above to locate the transaction s required Selecting Transactions 1 Once the transaction s required have been located they can be selected individually by clicking once on the transaction selector column to the left of the transaction 2 Hold down Ctrl and Click the selector column to select multiple transactions 3 Drag select the selector column to select contiguous transactions Delete Transactions 1 Select the transactions to be deleted 2 Click on the Delete DXM menu button illustrated opposite 3 Tick t
6. Adding Additional Columns HEALTHone has a variety of information columns which can be displayed in the patient selector window such as patient address telephone number etc It is also useful to see the patients GMS number Additional columns are displayed by adding them to the patient selector As soon as a column is added it can be used both as a filter by typing in the box above the column name and a means of sorting the patient list Click on Configure button at the bottom of the Patient Selector Window Click on the select box opposite the address of patient to place a in tick it Do the same for the GMS number Click on the Validate button to close the Configure Window e Patient Selector window now has two additional columns Adjusting Column Widths Columns Search options Optiors date of birih address of patient localty of patient postal code patient telephone private name of spouse name of contact person GMS number ref 1 family nurrber ref 2 reference 3 referenca 4 name of doctor in charge doctor n charge department dale of fle opening dale of death 4 dale slait of presert job dale o discharge A patien references name of partner gt w vaidate 20 Cancel oO m m mia m m a m a a a a m BAAATAE There should now be two additional columns of patient information however these are not spaced correctly Some columns are too wide for the information they d
7. you wish to view just lab results or expert s reports or transactions relating to a particular problem To activate the filter you click once with the Right mouse key anywhere in the Transaction Panel A menu appears and you select the Filters option then the required type of filter i e Lab Result Selecting full contents will return to normal chronological view of all transactions 42 Tie HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd PULMICORT TURBUHALER Transactions BBE HH consull Dr Rory O Dri 30 05 95 12 24 ZB consull Dr Rory O Dri 21 01 96 14 06 BH dug pr Mary secre SN Aiibutes L consull Dr Rory H History ZB consull Dr Rory 08 5 T5S H consull Dr Rory O Copy Ctrl C Baste Bite H consull Dr Roy O Delete L consull Dr Rory H consuli D Roy 0 e rinne FB consuli Dr Roy O _ Filtered on problems Ctri E Date amp Doctor L consull Dr Rory Filter editor Date amp Type of Trans ZB consul Dr RoyO TT TT OL Last 5 transactions L consull Dr Rory New Lab results L consull Dr Rory 0 Beprint Experts reports SB drug pr Dr Rory O Dri 03 04 99 13 48 Vaccinations j H consul Dr Rory O Dri 01 03 00 10 21 Antenatal consultations Admin and BMI Fig 2 4 Transaction Filter Menu right click mouse in panel to display 1 Right mouse click anywhere in the Transactio
8. 20 Recording amp Displaying a Problem Sarah has hypertension and it would be nice to see this instantly when the patient file is opened to facilitate this we use the Problem Panel HEALTHoneT copies the contents of the item s problem and places it into the Active window of the Problem Panel Each problem is assigned a START date and when inactive an END date Items that have been given an end date are moved from the Active to Inactive window of the Problem Panel Problems Vaccine Repeated drug Allergy Trends Active History Diagnostic Start date hypertension 13 07 2009 1 Ensure the Item problem is highlighted Press Return to open 2 Close the associated list and click once on the Term Dictionary Blue Book e Term Dictionary window appears 3 Type Hypert and then select the term Hypertension in the list Click OK e The term Hypertension is now in the Problem dialogue box 100 Sy HEALTH 4 If the Item attributes are not on view click once on the button to reveal them 5 Click on the START date to activate it and type 28091978 Now click on OK to close the problem item window e The problem item closes but the contents Hypertension does not appear in the Problem Panel it must first be validated 6 Click once on the Save button on the Standard Tool Bar and select Yes when prompted to validate the transaction Hypertensio
9. As an example take the term common and the further selection of one its terms sore throat 72 Sazi HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd TH common Kes pain ul lump Dl tired all the time Ti cough sore throat headache S vomiting 2 ee pain on swallowing back pain swallowing difficulty dry imtation N J 4 Ag N History box notation gt 0 common 1 sore throat Level No The History Box notation displays the name and level of the current list being viewed The more sub lists you select the higher the level number will become In addition the History Box can be used to move easily to a different level by clicking on the down arrow to its right and selecting the level required History 1 sore throat pE 1 x sore throat HELIX 73 HEALTH Navigating the List 1 Click once on the term common to select it and then press the Right Cursor Key once e Sub List for common term appears and History Box displays 0 common 2 Use the Down Cursor key to select the term sore throat now press the Right Cursor key once again e Sub List for sore throat term appears and History Box displays 1 sore throat 3 Press the Left Cursor key once to return to the list 0 common Associated Lists 4 Press the Left Cursor key again to return to the full list of associated terms 5 Spend a little time experimenting with the U
10. Fig 3 3 Item Selector Window Fid Refresh button To locate an ji Active when item type here i Synchronous is date of wat not selected Note If the date of dschavae IMI Synchronous F date of last contact e date of case confererce Item option ts meee G n e N Dictionary ale of at cor selected D low U date of death Mi list currently the list will date of transler ed reduce to Zi last menstrual neriod LMP ur sorted i Hexpected date of delivery EDD display only F date ee matching items Be eumineicn as you type Click Sorted X Carcel 7 Hep to display the Click Match list in Case to F1_ Match case J Sorted Alphanumeric locate items ao Fes Order bi by exactly Numbers first how and what then A to Z has been Click Leading to locate items Click Synchronous to typed in the by comparing what has been automatically reduce the list Find box typed in the Find box to only to display only matching the letters at the beginning of items the Item Name Uncheck to locate by an occurrence When Synchronous is not anywhere in the Item Name selected matching items are only filtered when the HELIX mi fn n Refresh button is clicked 63 1 Ensure that the newly created transaction is selected in the Transaction Panel and then click once on the Item Selector Button Item Selector dialogue box appears 2 Click on the Sorted option e Tick called a Check Mark app
11. Free Format Letter 193 m HEALTH Text Editor Toolbars In general if you wish to know what a toolbar button does simply place your mouse on to it exactly like you would with the HEALTHoneTmbuttons and a description of each will appear beneath the mouse cursor Speed Toolbar This toolbar contains buttons which perform common functions and save you time Formatting Toolbar HELIX 199 HEALTH The Format toolbar is used to change the appearance of text The controls affect two distinct type of text The Character Any letter or letters that are currently selected See next page for text selection techniques The Paragraph Any amount of text ending in a RETURN character i e inserted by pressing the RETURN key In the illustration above arrows with the exception of the zoom button point to buttons which control the character appearance and braces indicate those that change a paragraph s appearance Zoom Size Bold Italic Underline Style Style Style Font Size Selector Font Selector Paragraph Alignment 2007 HEALTH Controls Left Centred Right Justified Paragraph Tab Controls Left Right Decimal Centre Quick Text Line Use External Text Editor Insert a Database Field Buttons only used for creating templates Archive Document Print Preview EMAIL Document Import picture Import text Header Footer Quick Text Paragraph Import
12. GB nik scr E OY BD Problems Vaccine Repeated drug Allergy Trends Medical transaction Biling Appointment G Active C History 2 0 f l E Diagnostic Start date ba medical history surgical history tobacco alcohol consumption blood group problem Trensacions ZB B EZ Fiter Ful contents Moment of occ Transaction na Responsible HCP KS Administrative chapter LEY 13 07 20 identification Dr Admin Admin Medical chapter BIO N Aa 13 07 2009 32 Years General practice Dr Admin Admin ___ Full contents Dr Admin Admin SOURCE Figure 1 As you can see from figure 1 above the basic medical information sequence is added next we select the sequence items we require Managing Items In this instance we are going to skip over the first item because we wish to leave it in the file merely as a descriptive title 1 Ensure the basic medical information Item is selected Press the Down Cursor key once medical history item is now highlighted HELIX 93 HEALTH 2 Press the Return key to edit the medical history item In the associated list Find box type h e only terms beginning with h remain in the list Quick Clicks 3 Select the term hypertension in the list by clicking on it twice quickly keep the mouse perfectly still between clicks e hypertension a
13. Gluten is not included in the allergy associated list 11 Close the associated list box 12 Click once on the Term Dictionary Button blue book e Term Dictionary windows opens 13 Type glutin the Find box Select the term gluten in the list and then click on the OK button Gluten term is inserted as a response 14 Set the Display mode attribute to Content Right e That completes the Sarah s medical information 1027 Sa HEALTH Saving a Patient File Select Save on the File Menu and select Yes when prompted to validate the transaction Select Close HCR from the File Menu e Sarah s file closes and the patient selector window reappears Quitting HEALTHonet Select Exit on the File Menu Answer Yes when prompted e HEALTHoneTM closes and the desktop reappears HELIX HEALTH 103 Summary Guide To repeat an item Select the item to be repeated and press the equals key To set item attributes First ensure that the item is open for editing by selecting it and pressing the RETURN key Now click on the attributes panel button to display these Click once again on the same button to hide these To change the item display mode Right click on the item to be changed and select the option Display Mode from the menu Now select the display mode required from the sub menu To view the attributes on an item Select the item required and click once on the attributes button on the HC
14. Hiding the Problem Tab The Problem Tab is displayed or hidden in the Patient Information Panel by selecting the menu option View Problem Declaring a Problem HELIX 263 HEALTH Problems are declared by inserting the item problem into the patient s file This could be inserted into any transaction however we suggest that it be inserted into the Basic Medical Information page i e the first page in the medical chapter The reason for this is that it provides a consistent method location for recording problems and will make them easier to locate when updating is required The standard process of creating a new patients file is to create a Basic Medical Information transaction as the first transaction in the Medical Chapter this is done using the Sequence Basic medical information this sequence includes the item problem Technique 1 Open the patient s file and select the Basic Medical Information transaction first one in the medical chapter 2 If the item problem exists already select it and press Return Go to step 6 Create the item problem HEALTHone TM 5 1 Problem Orientated Medical Records Page 3 of 7 Declaring a Problem continued 3 Select the last item do not open it this is done to ensure that the problem 2647 ZIR HEALTH item that is about to be inserted appears underneath the current items 4 Click on the Insert Item button on the Item Panel Toolbar illustrate
15. Likewise you can add the field patient category to the columns of fields available in the patient selector See the paragraph about the new GMS editor to see the value of using the patient category Using this column you can immediately select patients of any age less than any age greater than any age or between two ages Use the following operators gt lt gt xx gt yy Note the syntax here gt xx space lt yy Think of this as greater than gt XX 3647 HEALTH AND space lt lt YY HEALTHone TM 5 1 Miscellaneous features Page 3 of 11 GMS Editor We have a new concept of the GMS number for 5 0 In this version you are encouraged to enter only valid GMS numbers to the item GMS number We use the item patient category to display which category the patient belongs to for example GMS GMS DVC Doctor Visit Card PP Visitor Temp etc The two items are linked in HEALTHoz eTM such that when you edit one you are compelled to edit the other If you create a new patient and enter the item GMS number you will be presented with the following screen If the patient is a GMS patient or a GMS DVC patient see drop down list you will be able to enter a valid GMS number Otherwise the GMS number box will not be available for data entry Below is some of the list of patient categories available by default HELIX 365 HEALTH This list is defined in a
16. Selector window When you point your mouse at the adjuster bars the cursor will change from an arrow to one of the adjustment cursors dependent upon which bar you are pointing at When either of these cursors are displayed you hold down the mouse key and drag to adjust the display width when the new desired width is reached you release the mouse key HELIX 45 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 1 Experiment with dragging the Panel Width Adjuster Bar e The width of the Transaction Panel varies 2 Drag the Column Adjuster Bars to display all the information available for each transaction Transaction Properties Whenever a new transaction is created its properties box appears This is where you can assign a person to be responsible for it and link it to a problem if you wish amongst other things It is automatically assigned the current date and time the rest you complete yourself More in the next session Transaction properties 21x Institution Greenpark Medical Centre Type Contact X Name consultation Responsible Dr John Smith O Access rights Date of event favio00 sl i243 O I Export protected Speciality Joeneralpractice H I Display protected Legal structure Prysician GENERAL PRACTICE Problem No problem H X Cancel Help 46 TiS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health
17. and choose from the proposed list If there is nothing to select you scanner driver is not installed and you should contact the providers of the scanner 2137 Sy HEALTH In HCR as a multi media object Selecting to archive a document as a multi media object will also prompt for an item to save it in use archived document however an association is made with an application program a word processor for example The icon for the associated application program is used to represent the document in the patient s file Below is an example of how a document archived as a multi media object associated with the Microsoft Word application will appear Double clicking on this icon will launch the associated application program and display the archived document The application program that the document will be associated with is set via the Tools Options Multimedia association menu Save as an external file Selecting to archive a document as an external file will prompt for a file name and destination directory This document is NOT linked to the patient file HEALTHone TM 5 1 CorrespondencePage 15 of 17 Scanning pictures in HEALTHonet Then go in to HEALTHormeTM 1 Go to Tools options scanning HELIX 219 HEALTH 2 External scanning software should point to c Program Files IrfanView i_view32 exe 3 Item used to store scanned images archived document or report or
18. as it appears in the DXM inbox see later HEALTHone TM 3137 Sy HEALTH 5 1 Plan of Action Page 5 of 19 When a planned action is done Now you have a list of planned actions in the action plan tab for the entire population and also possibly a list of planned actions in each patients file visible when you Click the action plan tab When you actually carry out these plans how do you manage the plan There are several ways of doing this However in Ireland we advise you to stick with the following protocol 1 Individual patients If an action is planned there will appear in the patient record an additional tab called action plan This tab contains a list of all the planned actions You can click on one of the buttons at the top of the action plan tab or right click on the action plan to get a list of possible actions One of these is to set the action as done Setting the plan as done will remove the plan from the list in the patient file and also from the population list An item will be inserted in the medical section to say the action is done What item you use will depend on the options you set in the tools options action plan menu By default the item name will be done and the content will be the name of the action HELIX 319 HEALTH You will also of course have to enter the result in the normal manner For example if a smear comes back you will enter the it
19. e The list of patients reduces to display only those whose surname begins with Te 56 Halil HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 3 Select John Test in the patient list 4 Click on the Select button e The Health Care Record HCR for John Test opens Creating a New Transaction To record the visit of John Test we need to add a page to the medical chapter of his HCR To do this we simply create a new Medical Chapter Transaction The new transaction will be added to the end of his file 1 Click once on the Create Medical Transaction button on 2 the Transaction Panel Toolbar See reference sheet e The Transaction Properties dialogue box appears see Fig 3 1 Transaction properties Institution Type Name Responsible Date of event Speciality Legal structure Comment Health approach Problem HELIX Contact y consultation Dr John Smith 25 02 2006 Bfiec28 general practice xl Physician Green Park Medical Cente v Pr 1 alcoholism __ Alzheimer s disease chronic obstructive airways disease hypertension Access rights T7 Export protected I Display protected Fig 3 1 Transaction Properties Dialogue Box HEALTH 57 t 2010 Helix Health Ltd Health One Version 6 0 User Manual Copyr Transaction Attributes In the previous session we mentioned that each transa
20. into the Basic Medical Information transaction Once inserted the timing is activated by linking the schedule to a timing set of rules and selecting the child s date of birth Technique Insert the Schedule into the Child s File Open the child s patient file Select the Basic Medical Information transaction Open the aggregate item selector by using the short cut Shift F5 Select the aggregate group Vaccination schedule and click OK 1 2 3 4 L The schedule is inserted into the Basic Medical Information transaction HEALTHone TM 5 1 Vaccination Techniques Page 7 of 15 Assignment Phase Insert the Schedule into the Child s File Technique Activate the Schedule Timing 5 Right Click on the Vaccination Schedule item and select Apply HELIX 299 HEALTH vaccination schedule Vaccinations from the pop up menu O A prompt appears with the child s date of birth 6 Click yes when the prompt appears C The schedule is activated appears in the Vaccine tab of the Patient Information panel See Fig 3 25 Recording Phase Recording Vaccinations using the Schedule This process is repeated for each vaccination a child receives The vaccine schedule appears in the Vaccine tab of the Patient Information Panel Fig 3 25 The vaccination schedule lists the type of vaccination required at a given due date based on the child s date of birth Each vaccination type is linked to a partic
21. scanned text HEALTHone TM 5 1 CorrespondencePage 4 of 17 Free Format Letter Text Editing Techniques To type text Position the insert cursor flashing line where the new text is to appear by clicking the location once with your mouse or by using the four HELIX 201 HEALTH cursor keys O O 0 and type Note The insert cursor can only be positioned where text currently exists See below to find out how to create blank lines To create a Paragraph Press the RETURN key Any amount of text ending ina RETURN character is considered by the text editor as being a paragraph To create a blank Line Press RETURN without typing anything else A blank line is simply an empty paragraph To create a New Line Hold down the SHIFT key and then press RETURN Don t confuse this with a blank line A new line will appear identical to a blank line but is considered by the text editor as being part of the paragraph above it Any appearance changes to the paragraph above will also be reflected in the new line Correcting Mistakes Small typing errors Position the insert cursor to the right of the error and press the Backspace key O OO O right most key top row of keypad to delete Re type correctly Large errors Where deleting each character in turn is not 2027 IR HEALTH practical you should first select see Selecting Text a little further on all the text which needs deleting and then press th
22. 2000 foetal heart sounds foetal presentation Fig 8 Sequence Selector Window HELIX 17 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The Aggregate Item We mentioned earlier that an Item could be considered as a box or container The aggregate Item is no more that an Item that has more than one container These are useful when recording natural groups of information Take Blood Pressure as an example we know we need two values to record this Systolic and Diastolic pressures To record this we don t have to use two separate items one for each pressure we can simply use an Aggregate Item Aggregate Item Name Aggregate Item Icon aa blood pressure gt Values entered gt in these containers Fig 9 HCR Part with Antenatal Sequence inserted Right Panel of HCR showing an Aggregate Item Blood Pressure 18 TS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The Aggregate ltem Selector In a manner similar to the Item and the Sequence encountered earlier the Aggregate Item also has a selector By clicking on its icon illustrated opposite the selector window will be displayed NE ggregate Item locator fife Ha Structure Groupe Terme of the blood pressure Blood biri var xw pee Pressure Names of kese bancueslas Aggregate Aggregate j tem Items iver function test cholester
23. 4 of 10 Creating an Act 3 Click on the Act Editor button on the Billing Panel Toolbar See fig 3 3 above n Act Editor window appears The Act Editor and its acts are available to all patients 276in IR HEALTH 4 Select the menu File New Cost Item or press Ins key or click on the Create new cost item button on the Act Editor toolbar O A new Act appears in the Act Panel and prompts for a description 5 Type the Description of the act Enter the Cost charge for the act If the Doctor price for the act is different enter it in the Doctor price lf the Doctor price is left blank the Cost price will apply Leave the Active box checked If billing is being synchronised between different sources i e server and laptop leave the To synchronise box checked 6 Click once on the Edit Select button to the left of the new act Click OK to save changes when prompted Repeat 4 6 to create remaining charges Select then menu File Close to close the Act Editor window HELIX 277 HEALTH Create a Save Delete Create Create Delete Delete new cost current current a calling a called acalling a called item act actact act act act act Acts Panel Calling Acts Panel Called Acts Panel Edit Select Button HEALTHone TM 5 1 Billing Page 5 of 10 Setting the Default Act The Default Act automatically appears whenever a new charge is inserted into a patient s file The ideal choice would be the
24. Analysis Database Analysis cont HELIX 115 HEALTH This particular analysis is purely visual and you are not able to produce in report form Other types of analysis are displayed and can also be reported and or exported to other products Example of Database Analysis with a Screen Display and Report Export Options We will now close the current analysis and open a new one 1 Close the current analysis by clicking once on the cross in the top left hand corner of the window 1167 Sa HEALTH 2 Double click the Patients seen entry in the list O Patients seen Analysis expands 3 Click on the Patientswith an actual encounter between two dates analysis to select it and then click on the EXECUTE button O Patients seen analysis opens This particular analysis requires additional information before it can be executed You can select patients by a specific date range or by count of last days Click on these buttons to extend collapse an age sex class distribution element HEALTHone TM 5 1 Analysing Patient Information Page 10 of 19 Population Analysis Database Analysis continued 4 Select the Last Days option and enter a value for the Day count In our example this is 1 This effectively means patients seen today 5 Now execute the analysis by clicking on the green right facing button on the tool bar see illustration HELIX 117 HEALTH 6 Experiment with these values and date ranges unt
25. Choose which results are displayed r Choose how to display the results Grid or Table John Test s HCR should still be open If you have closed it in the HELIX 127 HEALTH meanwhile open it again now Activating the Grid Analysis 1 Click once on the Grid Analysis Button on the HCR Toolbar 0 Grid Analysis Window opens lJ N Click on the Grid Source Selector Button Grid Selector Window opens Ensure that Grid is the selected source Select BLOOD PROFILE as the analysis in the group box Click on the Select Period box to tick it 6 Click on OK to begin the analysis r Because the Select Period box was checked you are now prompted to enter a date range 7 There is no need to type the forward slash marks in the date Select the from date and type 01 01 1994 Select the to date and type 31 12 1995 3 4 5 er Sa Ne Se O Analysis on John Test blood results appears in tabular form in the Grid Analysis Window See Fig 4 HEALTHone TM 5 1 Analysing Patient Information Page 16 of 19 Grid Analysis 1231a Sa HEALTH Choosing a Table or Graph This is very straight forward simply click on the display mode button required 8 Click on either display modem button to switch between Table and Graph displays 9 Select Graph display Choosing a Graph Type The choice here is Stacked or Overlapping axis Selection is via buttons once again 10 Choose each graph type in
26. Close HCR from the File menu File closes and the Patient Selector window is once more in view Note By option you can skip the confirmation dialogue when saving a transaction the transaction will be validated automatically To do this click on the menu item tools options and tick the option CTRL S validates transactions without confirmation Then press CTRL S to save and validate when ina patients file Closing the HEALTHonetuProgram To close the HEALTHonetTmprogram you simply select Exit from the File Menu 1 Select Exit on the File menu e Close dialogue box appears 2 Click on the Yes button or simply press the RETURN key HEALTHone program closes and you are returned to the desktop HELIX 81 HEALTH Summary Guide Create a new Medical Transaction Click on the New Medical Transaction button on the TRANSACTION PANEL Toolbar Complete the transaction properties box Insert a new Item If you know the name of the item you require simply type its name when the transaction detail panel is active Otherwise click on the Item Selector button on the ITEM PANEL Toolbar and select the required item from the list Display Change the attributes of an item First ensure that the item is open for editing by selecting it and pressing the RETURN key Now click on the attributes panel button to display these Click once again on the same button to hide these To display the term dictionary when editing a
27. Document There is a difference between saving and archiving Saving means to save your work as an individual file on to your computer 2067 EE HEALTH Archiving means to attach the document to an Item in the current transaction of the patients HCR So to archive a document the patient s file must be open and a new transaction created HEALTHonetTmwill prompt you for the name of the item in which the document is to be archived normally this would be the item archived document See Archiving a Consultant s Letter later in this session for an example of archiving For now we will simply SAVE this document 1 Select the menu sequence File Save 2 Type in a name for the document 3 Click on the Save button Closing a Document and the Text Editor Now that you have saved the document we can close it If you choose to close the document and you haven t saved any changes HEALTHoneTmwill prompt you to do so 4 Select the menu File Close 0 If you have already saved the document it will now close and he text editor will automatically close as well n If you have not saved the document HEALTHoneTM prompts 5 Select Yes or No Cancel brings you back to the document to continue editing O If the document had never been saved before you would now be prompted for a file name and destination directory in which HELIX 207 HEALTH to save it O Upon completion the document will clo
28. HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The various analyses are selected via the HEALTHonetm Analysis Toolbar In the case of individual patient analysis the patient s HCR must be opened before selecting the analysis Population analysis does not require a patient s HCR to be open HEALTHone Analysis Tool Bar Analyse Analyse A Drugs Display Item Prescribed as Grid we aii amp 7g 3g s C T t Analyse Analyse Analyse Active HCR Population Template Database Item The patient John Test has a very mixed history Ideal for analysis HELIX 107 HEALTH Getting Started 1 Start HEALTHoneTM and Login Patient selector window is now open Opening a Health Care Record To open an existing patient s HCR 2 Type Te in the surname filter 3 Select John Test in the patient list 4 Click on the Select button e The Health Care Record for John Test opens Item Analysis Item analysis has two forms Active Item or Any Item Each has its own button on the HEALTHoneTM Analysis Toolbar Active Item Analysis button Technique click once on any item you would like analysed Next click on the button opposite An analyse window opens and displays the value of each occurrence in the patients HCR Any Item Analysis button Technique click once on the button opposite and select the item to be analysed from the item list An analysis window opens and d
29. Ltd The Health Care Record Window The Transaction Information Area The principal information regarding a transaction is displayed at the bottom of the Item Panel in the Transaction Information Area See Fig 2 2 in this section This information is dynamic in that it changes according to which transaction is currently selected When information in this area is in RED it means you do not have the authority to change it When displayed in BLACK you do Fig 2 6 Item Panel Part Transaction Information Area Displayed 03 04 99 85 Years Drug prescription General practice Dr Rory O Driscoll Date Created Age When Created Transaction Name Speciality Person Responsible Current Transaction HELIX 47 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Viewing Transaction Attributes All the information relating to a transaction including all its properties mentioned above form the transaction s attributes These can be viewed in full in the Transaction Properties dialogue box This box like the transaction properties bar only displays the information of the currently selected transaction For the time being only concern yourself with the techniques of using HEALTHone and not the detail that is being displayed To display this box you firstly select the desired transaction and then click once on the Attributes button on the Transaction Panel
30. PANEL Tracts BEE TEZE TEZE eae MERE ITEM PANEL TRANSACTION PANEL HETI PII Year Tdentiicaion Adin ator Di Jahn Snih DEMO ONE Ful contents Tewr Ei PET NET Administration page selected 10 TS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Fig 2 Medical Chapter Page One Basic Medical Information set T D bi amp 2 c 5 e role Wis d yy f Oy d tz gt lt Aaram kudi r eura PROBLEM PANEL Responsbie Moment ot TRANSACTION PANEL e E SE Bed z ITEM PANEL TETTTENO X Tama lderiieaton Aj uza TSi Fuliconterte Dr dahnSnith DEMO ONE 15 47 LEL e l ls C l 6T c x9 si 6 8 wor CREM EZ TI First Medical Page Selected HEL xX 11 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Health Care Record HCR continued HCR Appearance on Screen Fig 3 Medical Chapter Page Two A Consultation Tis Edt HER View Analyse gt D Li ow l u f o d te gt lt ive netler active irisatvetarsacen Coste of care fios athe Ey E PROBLEM PANEL Teensactone bea Ta rT aR ITEM PANEL TRANSACTION PANEL TE 1172000 43 Years ident
31. Problems once again Problem panel re appears HELIX 33 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The HEALTHonetm Screen Using Menus HEALTHonetm menus act exactly like any other Windows application simply click point click HEALTH one 2009 File Edit View Analysis Tools Window Help Ctrl 0 Document Save as Template Shift Ctr F2 Switch HCR Shift F10 Receive DXM Ctrl Alt D Send DXM Start DXM Ctrl Alt x Synchronise with active source Ctrl Alt Y Synchronise configuration across network Print setup Print preview hop Pe El Print Switch source Switch delegator Delegate access rights Exit Alt F4 Figure 2 2 34 Halil ba HEALTH 1 Click once on the File menu at the top of the screen 2 Move the mouse to point to Open Sub menu appears 3 Move the mouse to point to HCR 4 Search for John Test then click on a patient to select The first transaction in John Test s HCR is selected in the Transaction Panel and his administration information appears in the Item Panel Menu States Menus and their various options are dynamic in that they have two states active or inactive A menu will become inactive and therefore un selectable if the task they perform is not relevant to what you are currently doing Inactive menu options appear light grey in colour and active menu options appear black In some instance
32. TM 5 1 Plan of Action Page 6 of 19 Creating a prevention template When you need to do certain tests examinations investigations on a regular basis you can organise them into prevention templates by using the configuration tool The mechanism is similar to the use of the vaccination templates used for planning childhood vaccinations Each action plan can have a date attached which HEALTHone will remember and alert you if you wish when it is due 1 Open the configuration tool with the button Click the icon manage prevention templates The prevention template window opens 2 In the list of templates window on the left click the button to add a new template Insert the name you wish to give the template e g diabetic protocol The name of the template appears in red next to a pencil icon 3 Now click on the pencil icon and the name is saved and changes from red to black 4 Now click the icon at the bottom of the right hand window content of the selected template A new window appears HELIX 321 HEALTH HEALTHone TM 5 1 Plan of Action Page 7 of 19 As you can see some of the boxes are filled in already with default contents These contents are defined by the user in the main HEALTHone toolbar menu tools options action plan In this case the next planned date is 3 years the frequency is 3 years and the item name HEALTHone will use when you set an action plan as done will be done
33. ZOOM IN or right mouse key to ZOOM OUT the preview of the page To Print 3 Select the menu option File Print Select the page range and number of copies required Select OK Fig l Text Editor Window HEALTHone TM 5 1 CorrespondencePage 11 of 17 212in ZIR HEALTH Using Templates Saving the Document 1 Select the menu sequence File Save 2 Type in a name for the document 3 Click on the Save button Closing a Document and the Text Editor 4 Select the menu File Close 0 If you have already saved the document it will now close and he text editor will automatically close as well 5 Choose your option from this list and click Yes O If you choose In HCR as multimedia object it will save the document into the patients file O If you choose In HCR as free text it will save the text of the letter into the patient s file as free text L If you choose Save as external file it will save the document as a file on your computer r Upon completion the document will close and the text editor will automatically close as well Note If you click No the document won t save and if you click Cancel it will bring you back into the letter to continue editing HELIX HEALTH n If you have not saved the document HEALTHonetTM prompts 213 HEALTHone TM 5 1 CorrespondencePage 12 of 17 Archiving a Consultant s Letter OK Now lets assume that she ha
34. continued Health Care Record Structure The HEALTHone Health Care Record is divided into 2 chapters Administrative and Medical which contain one or more pages of information Each chapter and page has an icon small picture that represents it on the HEALTHone screen These icons are shown opposite the parts of the HCR they represent below ey Administrative Chapter The first page of the Administrative Chapter contains the basic administration information needed to create the patients file Name Date of Birth Sex Address Occupation etc Similar to the front page of a patient s folder Sy Medical Chapter The first page in the Medical Chapter contains the Basic Medical Information i e medical history surgical history allergies blood group etc This information is similar to the Inside Front Cover of a patient s folder Page Two onwards details each consultation contact with the patient It is worth noting that HEALTHone will enter a new page in this chapter for any reason to update the patient s record i e a repeat script a consultant s report a call out to the patient at home etc not just for a consultation where the patient visits the surgery These are similar to the inserts used to record a patient s visit in your manual folder the main difference being that HEALTHone uses a page per contact whereas your folder inserts could record several contacts with the patient HELIX HEALTH HCR
35. delete Files left intact HELIX 255 HEALTH Delete HCR Moves patient files to the deleted patient selector screen Delete permanently Permanently delete the files in the original source d Audit trail Only applicable for Slave Master synchronisations synchronises the audit log e User information Only applicable for Slave Master synchronisations Changes in Master Source users i e new users password changes rights changes etc f Billing Billing information g Appointments Appointment information 7 Choose what is to be synchronised Click Next or Finished HEALTHone TM 5 1 HEALTHonetm ProceduresPage 18 of 19 Synchronisation Technique The screens that appear next are dependent upon the What is being synchronised as per the previous screen HCR Synchronisation 2567 ZI HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 8 Choose HCR settings Click Next or Finished Billing Synchronisation HELIX 257 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Hea 9 Choose BILLING settings Click Next or Finished Options Select to update patient files that have changed since the last update and enter a date and time or leave unchecked to synchronise all patients To synchronise for just a particular doctor user select here and choose the user here Options Delete records Des
36. down menu As with the CC field you add the fields you require into the destinator field and click OK Note The destinator fields are used only when saving the letter to the patient file They are deleted from the document during the merge HEALTHone TM 5 1 Mail Merge and Mail Shots Page 8 of 15 Inserting analysis fields This is exactly the same as inserting an analysis in any document template It allows you to extract some data from the patient file for the document Saving your work Your template is now ready save it Here is an example of a template including the mail merge fields and analysis extractions 3547 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd from the patient file HEALTHone TM 5 1 Mail Merge and Mail Shots Page 9 of 15 Sending a letter to several destinations 1 Open the patient file 2 Click on the template execution button Shift F2 HELIX 355 HEALTH 3 Select a Mail Merge template that you want to use On opening the template all the HCR analyses will be executed with the exception of the Mail Merge analyses 4 Select the Mail Merge button in the top tool bar of the template editor This is the second last button on the top toolbar of the template editor 5 The database that you choose when entering the Mail Merge fields is opened You choose from this list the addresses you want to send the letter to You can d
37. editor Use the prescribe button or hit the Hot Keys CTRL N N for New prescription Note If a dosage has not been defined for the drug the drug editor will always appear when you prescribe it 2 Edit the prescription before prescribing Use the button Edit or hit the Hot Keys CTRL E E for Edit 3 Use the mouse to select the drug and drag it to the active prescription panel 4 Simply hit the Enter key What happens when you hit the Enter key can be defined in the Options It may be set to direct prescribe or open the edit screen first HELIX 157 HEALTH From the above screen you can see that Ctr Enter can have the opposite effect to the Enter key Note If you select the tools option of edit before prescribing and at the same time prescribe directly from repeats is ticked hitting the Enter key will open the editor for drugs selected from the database but not when you select drugs from the top right panel repeats history HEALTHone TM 5 1 Prescription Manager Page 20 of 35 Prescription Editor The Drug editor dialogue allows you to do the following o To prescribe a drug as a repeat OR as an acute prescription or both o To define and save several dosages for each drug o The start and end dates for a prescription if required o To define a dosage schedule which can be given to the patient o To define a series of other options 153 Sy HEALTH If you wish to send a d
38. fig 10 13 Click on Next n The next Wizard windows appears HEALTHone enables just certain types of information to be synchronised if required for example just Clinical Data HCR or Billing Data or Appointment Information etc The next screen of the wizard enables these to be selected 8 Select the information to be synchronised Click Next O The next Wizard windows appears The next window of the wizard enables data to be synchronised by date and time 2901a ZIR HEALTH if left un checked all records will be synchronised regardless of date or time and for all or a single user 9 Select the date time settings as required 10 Select the User or All Users leave un checked as required 11 Click Next When the final screen appears click Finish The synchronisation occurs Fig 10 13 Synchronisation Wizard HEALTHone TM 5 1 Managing Patient Files Page 5 of 5 Managing Patient Files Synchronising Patient Files 12 At the end of the synchronisation you can optionally view details or simply click OK to finish Fig 10 14 Synchronisation End Dialogue Box After synchronisation in both directions HELIX 291 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTHone TM 5 1 Vaccination Techniques Page 2 of 15 Vaccination Techniques Introduction HEALTHoz eTM has a number of features which aid the recording and 292a ZIR HEALTH reportin
39. forms If choose chemical subgroup as my filter after choosing tenormin get The PM displays all drugs that are selective beta blockers And so on o Pharmacological class list of all beta blockers o Anatomic level cardiovascular drugs The filtering of these equivalent classes is based solely on information provided by the database distributor HELIX 155 HEALTH HEALTHone TM 5 1 Prescription Manager Page 18 of 35 Filtering a drug by Alternates This is commonly used to find the cheapest alternative to a given drug Let s take the tenormin example again Choose tenormin 100mg tabs Now right click on the drug name highlighted and choose the option alternates from the list You can achieve this also by hitting the Hot Keys combination lt Alt A gt Now you will see displayed a list of all drugs containing atenolol 100mg tabs This list is automatically sorted from cheapest to most expensive You may now prescribe directly from this list Note You can also prescribe the chosen drug by its generic name using this right click menu You can also create an allergy for this drug from here see later 1567 Sa HEALTH HEALTHone TM 5 1 Prescription Manager Page 19 of 35 Prescribing a drug to the active prescription panel There are several ways to prescribe a chosen drug from the drug list to the active prescription panel 1 prescribe directly without opening the drug prescription
40. here is to place the word vaccine into the plan of action item not to re state the type of vaccine that has already been done in the item vaccine 4 Cancel the associated list box 5 In the plan of action item details check the Date of event box and enter the RECALL date required HELIX 297 HEALTH 6 Click OKto close the plane of action item The recall date has now been specified This child will now be detected by the population analysis reports designed for childhood vaccination reporting HEALTHone TM 5 1 Vaccination Techniques Page 6 of 15 Childhood Vaccination Schedules HEALTHoneT has a scheduling feature designed to manage childhood vaccinations There are two phases involved Assignment This phase is repeated once for each child It places the aggregate item vaccination schedule into the child s file and links the timing schedule to it Recording This phase is repeated for each vaccination recording its details date vaccination name batch number expiry date etc Note Users that are upgrading from an earlier version will first need to create the aggregate item Vaccination schedule Refer now to the heading Techniques for 293 Ta HEALTH Upgrading Users further on in this section Assignment Phase Insert the Schedule into the Child s File A child being presented for vaccination is assigned a Schedule by inserting the aggregate item vaccination schedule
41. in the drug name The drug search window also allows you to directly choose a dosage for a drug that may have several dosages predefined by the user We will see later how to associate dosages with drugs Click the button to show the list of predefined dosages Select the appropriate dosage for this patient From the search zone you can also use the Ctrl Up_arrow or Ctrl Down_Arrow to switch between dosages Selection from generic list To select from the generic list Open the menu and select Irish Specialty IPU Generic or use the Hot keys Ctrl G HELIX 139 HEALTH Drug Name Pack size Predefined dosage if any Patient instructions Pack price GMS code HEALTHone TM 5 1 Prescription Manager Page 5 of 35 Type in a few letters for the required drug This list can be made the default view when you open the PM This will be described later Selection of a list from drugs already prescribed to this patient Open the menu item below Select the view you require Repeat Prescriptions History Active Therapy or last prescription 1400 Sy HEALTH You can use the following Hot keys to achieve the view you desire o CTRL K for repeats o CTRL U for Active Therapy o CTRL H for History o CTRL L for last prescription Note 3 7 users This view is now available on the left hand panel as well as the top right hand panel as you were used to HEALTHone TM 5 1 Prescription M
42. like this HEALT Aone 60 If you can double click it to start HEALTHonetm and go directly to LOGIN below otherwise follow steps 2 to 5 2 On the taskbar click once on the START BUTTON 3 Point to Programs 4 Point to the HEALTHonetmfolder 5 Click on the HEALTHonet for Windows menu option HEALTHonetM starts and the Login Window appears Login HEALTHonetmhas a built in security system that requires the user to identify themselves by name and password to gain access to the program This information is entered in the LOGIN window illustrated opposite 24 Te HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Login iol x Nems ichn If your practice has more than one source click on the one you wish to open Dew Usually you would type your name in the P59 TWO Name box for now just type John Click on the Password box and type your code In our example type 1111 E Note HEALTHoneT is case sensitive when letters are used in a password See the Specific Tasks subjects in the Practice Management Section to find out how to change your password Click on the Login button If the Name and Password you entered were correct HEALTHone allows access and the Patient Selector Window appears next HELIX 25 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Login continued e Unsuccessful Login 1 lf either th
43. list but NOT physically removed from the patient s file 6 To delete a patient s file Open the patient selector window and select the patient concerned Now click on the DELETE button Answer YES when prompted 90 Fazil 4 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Own Notes HELIX 91 HEALTH Adding Basic Medical Information The Basic Medical Information is a transaction that records data such as allergies past medical and surgical history etc It effectively acts like a summary chart in your manual notes This is usually the first page in the Medical Chapter and has a unique icon to represent it Illustrated on the left Starting the Program 1 Start HEALTHonetmand Login Patient selector window is now open Opening a Health Care Record To open an existing patients HCR 2 Type Te in the surname filter 3 Select Sarah Tennant in the patient list 4 Click on the Select button e The Health Care Record for Sarah Tennant opens Creating a new Basic Information Transaction We are now going to record the Basic Medical Information in Sarah Tennant s HCR Use the icon to quickly create a basic medical transaction 92 Hali HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTH one 2009 fe x File Edit HCR Insert View Analysis Tools Window Help D li j IEE amp amp amp 65 ue B fl 35 E 0 Ca OE s
44. name the item that is used automatically when archiving a document to the patient file Use this option in order to avoid being asked for a name every time you archive a document O Tick the check box close the editor after archiving to automatically close the editor after archiving Mail Merge O You can define the number of copies of the first page to be printed Printer Configuration HELIX 361 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd n Here you can choose the printer that should always be used to print your document templates This setting will over rule the windows default settings HEALTHone 5 1 Mail Merge and Mail Shots Page 15 of 15 Own Notes 3627 Sb HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTHone TM 5 1 Miscellaneous features Page 2 of 11 Patient Selector Age HEALTHozeTM Version 5 0 has added two new fields that can be viewed HELIX 363 HEALTH in the patient selector Patient AGE Patient category Patient age Viewing the patient age will give you significant advantages when filtering patients from the patient selector To view the patient age or any other available filed in the patient selector you should click on the configure button at the bottom of the patient selector screen At the bottom of the resulting list is the patient age field Tick this
45. of two states Active or Inactive This is controlled by the End date check box in the problem items attributes Refer back to fig 2701 IR HEALTH 3 1 To Make a Problem Inactive 1 Open the patient s file and click once on the transaction that contains the problem item If you took our advice this will be the Basic Medical Information transaction 2 Click once to select the problem item Press Return to open the item 3 Now check the End date check box and complete the end date 4 Click OK to close the item window Save and validate the transaction O Problem now appears in the History view of the Problem Tab To Make an Inactive Problem Active 1 Follow steps 1 and 2 above now uncheck the End date follow step 4 HEALTHone TM 5 1 Problem Orientated Medical Records Page 7 of 7 Own Notes HELIX 271 HEALTH HEALTHone TM 5 1 Billing Page 2 of 10 Billing Concepts The Billing feature of HEALTHoneT allows charges for services products in the practice to levied against patients and payments recorded Patient Invoices and receipts can be printed along with reports which reflect the current state of the practice accounts Acts HEALTHonetTM considers each individual charge in a practice as a billable act Whena patient receives medical services and or products these are charged by inserting the relevant act with a record of its cost payment and receipt status into the patients file
46. our current analysis we will leave all these fields empty Thus we want to include all transactions in the patient files no matter when they were done or what name we gave them HEALTHone TM 5 1 DWH Analysis Builder Page 5 of 12 Item Inclusion Criteria HELIX 337 HEALTH In this section we have the opportunity to include up to four items in the search Thus each row in this section corresponds to one item Each column represents the possible options with each item 1 The tick box column is used to decide if the item name and content will be displayed in the result or not Tick the box to display the item and its content 2 The item name is entered in the second column You can choose here from any HEALTHonetM item 3 The Item Content column Here you can choose from several attributes of the item namely the main content sub contact or item codes Normally you will use only the main content here 4 The fourth Contains column is used to declare several possibilities in regards to the content These include whether the item contains is equal to is greater than is less than etc or even if the content exists at all Open the options with the drop down list to see for yourself what the possibilities are 5 In the fifth Contents column you should say what content it is that you are looking for If you are looking for several contents of the same item as in our vioxx case you can en
47. present a list of possible terms To complete this item you can e Use the cursor keys e Type the first letter of the response i e M male or F female e Click on the down arrow to the right of the response box to display the list and select you answer by clicking on it with the mouse Experiment with all of the above techniques Select the response female Press Return the sex item closes and highlight moves onto the next item Press Return Type carefully 12071972 for the date of birth 5 Press the Backspace key to delete the 2 of 1972 and type a 0 Press Return to complete the item e The minimum items are now completed See fig 2 Date Problem See the information box on the next page HELIX 87 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Creating a new Health Care Record Date Format 2 digits for the year not 4 oe 1 Tu Shor dale HEALTHone obtains its date format from Shot date sample TEyTT 71IN your Windows Regional Settings If HEALTHone only accepts 2 digits for the Shoda aMMy year select your date settings via START Dale separato z Settings Control Panel Regional Settings Date and chanae the Short Date stvle as 6 Enter in any other attributes required for the patient They can be entered at a later stage Saving the new Health Care Record 1 Click on the Save button on the HEALTHoneTM Toolbar at the to
48. status set to confirmed 2 When the patient arrives at the practice you should set their status to present waiting as follows 3 When the patient is to be seen by the GP Nurse they select they patient name and click View record You can also double click on the patients name to view record The following screen will appear HELIX 191 HEALTH 4 If you say yes it will set the status to in appointment and also open the patient file Then when the GP Nurse closes the patient record the status will be automatically updated to complete 5 If you say no it will merely allow you to look at the patient record without changing the status HEALTHone TM 5 1 Appointments Page 13 of 16 Repeat appointments You can make a repeat appointment for a patient easily by selecting an existing patient appointment right clicking and selecting copy this will copy all the details of the selected appointment into a new appointment all you need to do is change the date and time When you are in the appointment editing screen if you click advanced detail you can view the calendar and select a free time slot To View Patient s Appointment History 1 Highlight patient s appointment in appointment screen 2 Right click on appointment and click on appointment history 3 A list of all appointments past and future for this patient will appear 1927 IB HEALTH Health One Ver
49. such as PP visitor NHS etc HEALTHonertM version 5 0 introduces a link between the item GMS number and the item patient category This is described above Here we describe the method of converting all your 3 7 patients to the new system HEALTHonetm comes with a very useful tool called the HCR Edit Tool This tool can be used to change things in all your patient files in one go One of these is to examine the contents of the item GMS number If this item contains a valid GMS number it leaves the item alone and adds a new item called patient category with the content GMS Thus every GMS patient will have two items as follows GMS Number is retained if existing number is valid Patient category item is added If however the GMS number item contained a value other than a valid GMS number HEALTHonetTM moves the content of the item to the new item patient category NB The contents if any of an existing item patient category will be deleted HELIX 367 HEALTH GMS Number is removed Contents of GMS no Moved to patient category item Using the HCR Edit Tool Click on the windows start menu and then all programs HEALTHonetTM 5 0 HEALTHonet Tools HCR Edit Tool You are then asked to log in to the relevant source do this You are presented with a screen with several options Choose the option Update GMS numbers The next screen will ask you t
50. the Sequence Selector for a medical transaction In our example the female patient is visiting for an antenatal check up and the Antenatal Care Sequence is shown selected T h Sequence Selector x ype here to locate a d E K2 Sequence Ze basic medical information subjective symptoms rtenatal 1st vek IT antenatal examination eight uaa eae 71 une List of Medcal examination FI systole blood pressure items Minimum Data set T1 diastclic blocd piessuie debi z ek ey Reman grouped BIMO n undue terus H biochemistry Ellostal heart sounds together in Diabetic Hera Uo T 8l iostal oresertation the li linase y ni selected List of Sequence Sequences X Conca 2 Hep In our example Mach case T Sorted the IV Leading IV Synchrongus Antenatal Care Clicking on the OK button with your mouse will place the group of Items 4 belonging to the selected Sequence into the current transaction s Item Panel Medical transaction Eo i Bad E antenatal examination T ansacton nane _ Resoorsble Nomerto pase gt Adnnstative chapter wine E identficetion Admnisbeter 16 11 2000 KO Medical chapter systolic blood pressure E Dr John Smith 16 11 2000 diastolic blood pressure consutaion Dr JohnSmith 16 11 2000 amp duration of pregnancy consukation Dr John Smith 17 11 2000 fundus uterus consukaion Di John Smith 17 11
51. the height of all rows See fig 3 above 1 Experiment with the various controls O Display grid alters HELIX 119 HEALTH Produce a Report Of The Results To produce a report of the analysis result you simply click on the preview button Some reports have a pre set format regardless of the settings of the grid others will reflect any changes made to the grid Once previewed clicking on the print button in the preview window will print the report 2 Click on the Preview button 1 Report previewed 3 If you wish print the report by clicking on the Print button O Report prints Close the preview window Close the analysis window Close the Population Analysis Window O Patient selector window should now be back in view A Exporting The Results To export the results click on the export button in the analysis window It will be saved to the location of your choice as a delimited text file Adjusting Grid Display When you have adjusted a grid display to the settings you prefer HEALTHoneTm will remember these and the next time the analysis is used it will appear 1207 Sa HEALTH with the new settings HEALTHone 5 1 Analysing Patient Information Page Template Analysis This form of analysis has been superceded by the Built in Database analysis and the User definable database analysis known as Query Plus The Query Plus is described in a separate chapter Template analyses produce
52. those patients who have an overdue vaccination Planned Vaccines Plan of Action Reports for the New method If you are using the new schedule method of recording childhood vaccines use the following report to list those patients who have an overdue vaccination Planned Vaccines Due Dates Overdue vaccine Reports for the Either Method Regardless of what method is being used the following reports are applicable Patient s with a vaccine between two dates Vaccines Monthly All together Vaccines Monthly All together Per child Vaccines Monthly History per child Vaccines No Record Vaccines Refusals HEALTHone TM 5 1 Vaccination Techniques Page 12 of 15 HELIX 307 HEALTH Maintaining the Vaccine Database The vaccination database will need to be updated whenever a new batch of vaccines is received or a vaccine is released on to the market Opening the Vaccine Database 1 Click on the Vaccine tab of the Patient Information Panel for any patient 2 Click on the Configure button on the tool bar see Fig 3 26 Changing Batch and Expiry Dates 1 Locate the vaccine to be edited by typing its name in the VaccineName filter box or if Known type the old batch number in the Batch Number filter box 2 Once the vaccine has been located edit the old data i e batch number details expiry date etc 3 Click the tick box to save your changes See Fig 3 26 4 Click the Close button to close the vaccine dat
53. turn 11 Reselect the Table display once more O Screen appears once again as in Fig 4 above Additional Menus HEALTHoneTM now has three additional menus displayed Grid Analysis Grid Graph These are an alternative means of selecting the various display options encountered so far plus a few extra items HELIX 129 HEALTH Ensure that you are in Table Mode Fig 4 Grid Analysis Window Results of BLOOD PROFILE Displayed Figures in brackets are reference range HEALTHone TM 5 1 Analysing Patient Information Page 17 of 19 Grid Analysis The Grid Analysis Menu This allows you to quickly select Grid Analysis or the two special analyses Growth and Audiometric and select the display mode required 1 Experiment with Grid Analysis Show Graph and Grid Analysis Show Grid menu options 2 Reselect the menu Grid Analysis Show Grid O Table once more in view The Grid Menu This is applicable when you are in Grid Table display mode Experiment with the various options on the Grid Menu Select the menu option Grid Analysis Show Graph 1307 Sy HEALTH Additional Menus The Graph Menu This is applicable when you are in Graph display mode Experiment with the various options on the Graph Menu Cancel any changes to the customise menu if you have made any Printing Grid Analysis When the Grid Analysis Window is open you can print whatever is displayed by selecting the menu sequence 7 File
54. we require Press the Return key e The term follow up is used as a response and its sub list appears HELIX 79 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Inserting a Repeat Item 3 Select the term 1 week in the sub list and press Return 4 Click OK to close the plan of action dialogue box e Your completed transaction should now appear as in Fig 3 6 subjective symptoms neck pain lump G objective findings sebaceous cyst 2x 2cm assessment sebaceous cyst back of neck plan of action excision shelled out successfully planofaction TS Tolowup T week TTSS Fig 3 6 Transaction Detail Panel Five Items Completed Saving a Patients File Whenever you have created a new transaction or made changes to a patients file you should save the file HEALTHoneT transactions can be Saved or Validated or Saved and Validated at the same time A Saved transaction is one that has been written to the patients file and will be available the next time the file is opened however it will not become part of the HEALTHoneT audit trail until it has been validated 80 m EEs HEALTH To save a patients file you select Save from the File Menu 1 Select Save from the File Menu Validation prompt appears Save transaction EES Do you want to save temporarily or validate this transaction Save Validate Cancel 2 Click the Validate Button 3 Select
55. 0 User Manual Copyright 2010 Helix Health Ltd 3 Click on the OK button e New transaction is completed and appears at the end of John Test s medical chapter See Fig 3 2 It is printed in Bold and Italic see the Transaction Status information box below ypg SU eeu vn nwy v vonvon vu y n vy 0969 1 99 e drug prescription Dr Rory O Driscoll 03 04 99 13 48 Dr Rory O Driscoll 01 03 00 10 21 ion Dr Rory O Driscoll 03 04 00 13 48 cansuitation Dr John Smith GB amp T1700 18 Fig 3 2 New Transaction Transaction Status e 1 The style of writing used to display a transaction in the Transaction Panel denotes its status as follows Bold amp Italic not saved or validated Italic saved but not validated Plain saved and validated Bold previously validated transaction that has since been modified but not revalidated 60 TiS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Shortcut to Creating a New Transaction It is possible to create new transactions directly from the patient selector Below is a screen shot of the patient selector surname firstname Patient age patient cal GMS number rel date of bith addest o Once you click on one of BURKE MARGARET 39 PP 06 04 1357 45 MAIN ion types i BURKE SANDRA 24 14 11 1332 14 MAIN the transaction A en the DALY PATRICK 3 GMS 76272100 A0203 UPPER M list a new transaction will ZER
56. 179 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 1807 Sa HEALTH HEALTHone TM 5 1 Appointments Page 2 of 16 To Change Between the Legacy Appointments System and the New Multiple User Display Appointments System HELIX 181 HEALTH 1 Go to Tools Options Appointments Click on Multiple User Display 2 Click OK 3 Close your patient selector and reopen it 4 Go to the appointments tab You will now see the multiple user display 5 You will now need to configure the users HEALTHone TM 5 1 Appointments Page 3 of 16 Configuring the Multiple User Display 1321a Sa HEALTH Appointments To Configure Users Note If you want to configure all users at once you must log in as administrator 1 Click on Config Add Edit Users 2 Highlight the user on the left Click on Display in appointment planner on the right You can also select the user group i e GP Nurse default room and default appointment type For each of these click on the three dots to see choices 3 When you click onto another user it will prompt you to save changes 4 Then highlight the second user and do the same thing 5 If you wish to change the order in which the users will appear on the planner highlight a user and click up or down arrow to move the doctor nurse up or down the list HELIX 183 HEALTH HEALTHone TM 5 1 Appointments Page 4 of 16 To Configure U
57. 5 Technique Recording a Vaccination 2 Insert the sequence Shift F4 Vaccine into the new transaction 3 Ensure the item vaccine is selected and press Return 0 Item Vaccine now opens and also its associated list Note Upgrading Users The associated list appearing for the item vaccine is retained for compatibility with previous methods however we recommend that it is NOT used but rather select the vaccine from the new Vaccine Database as described below 294in a HEALTH 4 Close the Associated List box 5 Click on the Vaccine Button to open the vaccination database Alternatively use the short cut Ctrl Alt V O The vaccination database window opens 6 Enter text into a filter box In Fig 3 23 the HEALTHonetTm term typhoid V has been used however the vaccine s could equally have been filtered by Vaccine Name Manufacturer or Batch Number by entering text into their respective filter boxes 7 Locate the vaccine and select it Click OK O The vaccine details are entered into the item vaccine PLUS the item attributes are also set to their correct values See Fig 3 24 Vaccination Database Window Filtered for typhoid vaccines 3 23 Vaccine Button 3 22 HEALTHone TM 5 1 Vaccination Techniques Page 4 of 15 Technique Recording a Vaccination HELIX 295 HEALTH Note The item vaccine values for Dose Site Manufacturer Batch number and Expiry date are extracted from the vaccine datab
58. 5 Now you complete the fields as you please Item name Select an item from the list Usually plan of action Content Add a description in free text Planned date define the date the action should be done or the time interval Frequency If the action should be repeated tick the box and define the interval You can also enter the number of times the action should be repeated Reminder Here you can enter when you want a pop up reminder to appear e g 2 weeks before the action plan is due 6 Repeat the procedure above for each plan of action you require for this prevention template HEALTHone TM 5 1 Plan of Action Page 8 of 19 Inserting the prevention template to the patient record 3227 ZIR HEALTH 1 Open the patient file and create a new transaction 2 Use the main HEALTHone menu Insert prevention template 3 Alternatively you can click on the icon 4 On the left you can see the name of the templates on the right the action plans that have been defined Select a template and click OK The template appears in the patient file as follows HEALTHone TM 5 1 Plan of Action Page 9 of 19 Alarm or Notification Whenever an action is planned HEALTHone will notify you when you open the patient record You can choose the various ways you can be notified in the options menu Open the options dialogue from the main HEALTHone menu Tools options Alert tab Here you can define the w
59. ALTH The Item This is the name we use to describe the various types of information recorded in any transaction Look at fig 4 above The contents of the selected transaction Medical Chapter Page 3 appears in the Item Panel on the right and is comprised of 4 separate Items subjective symptoms objective findings assessment and plan of action Items are easy to recognise by their distinctive icon Each type of item has a unique name followed by a colon Item Icon Item Name Fig 5 The assessment Item You can think of an Item as being a container or box The writing that appears to the right of the Item Name i e after the colon is its contents S assessment Injury due to falling N Item Contents Fig 6 The assessment Item 14 fam HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The Item continued The Item Selector HEALTHone has a dictionary of different Item Names When you are entering information into a Transaction page in a patient s file you can add an item by selecting it from the dictionary The Item Selector displays the dictionary contents and allows you to easily locate the Item you require The icon on the left will be displayed on your computer screen exactly where it is displayed on the screen is not important at the moment and by simply clicking on it with your mouse the Item Dictionary will be displayed Item Selector To locate an item type
60. Appearance on Screen The HCR screen is divided into 3 principal areas called panels These are the Problem Transaction and Item Panels We need concern ourselves only with the Transaction Panel where the chapters and pages are displayed and the Item Panel where the content of the page selected in the Transaction Panel is displayed HEALTH one 3 5 Patricia O Shea 23 10 1951 F 49 Years File Edit HCR View Analysis invoicing Inset Tools Window Help COK SY amp II al e s s S f i l gt lt Active problems Inactive l Administrative transaction Costs of care l starting date x 1 PROBLEM PANEL Transactions ITEM PANEL TRANSACTION PANEL 16 11 2000 43 Years Identification Administrator 19 item s Full contents Dr John Smith DEMOONE 15 47 Health Care Record HCR continued HCR Appearance on Screen The Item Panel on the right will display the contents of any page that is currently selected in the Transaction Panel We will explain later how to do this but for now look at the next three figures Each displays a different page in the Transaction panel note the current page is shown HELIX 9 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd highlighted and its content in the Item Panel Fig 1 Administration Page HEALTH one 3 5 e n u xe elnem w EZBENI kerl dagreis tating de PROBLEM
61. DBF database file which is delivered with HEALTHonetTo This means it comes by default with all new installations However you can add to this list by clicking on the little edit box next to the drop down list as in the screen shot above This is described later The name of this DBF file is GMSEditor MDB It will normally be located in the shared configuration directory set1 dbf directory If you are not using a shared configuration no network then it will be in c Honewin DBF directory The advantages of this system is that the GMS number is used solely for the purpose it was designed for you can see at a glance from the patient selector your list of GMS patients DVC patients PP s etc by using the patient category column Existing HEALTHoneTM users who are upgrading to version 5 0 or 5 1 may if they wish convert all their records to the new system To do this you need to use the HCR Edit Tool see the 5 0 manual for details Note The use of the GMS editor function is optional Click on tools options to see the possibilities If it is unchecked then the GMS number and patient category become un linked HEALTHone TM 3667 Sy HEALTH 5 1 Miscellaneous features Page 4 of 11 GMS Number Editor converting 3 7 records Users of all previous versions of HEALTHoneTm have always been using the item GMS number to record not only all valid GMS numbers but also all patient categories
62. ER 1 Em immediately be created LEAHY Ji E Selert ao f 04209 2034 THE BELLY With all ret Da cn PETERSUN M gt Delete G l b E 14 11 1352 UPPER St j TEST aq l 11 05 1993 FORREST attributes e g the young pili iC 2003 1989 UPPER C responsible doctor will be E Export Note from the patient selector right click and choose the item the logged on user etc a New Ct l N new transactio You have 2 Patients From same Famiy soveral options Once you click on one of Now Transaction gt the transaction types in the Send the HCR to the support S visit at home C l H ver anaw iranenoion wil Rebuld the patient index F drugpeescriptions Ctrl B Si prairie J Show deleted patient Ctrl Ak zZ others Ctrl T attributes e g the C aay Ct l a responsible doctor will be Adjust colma width the logged on user etc EX Configure Shortcut to Creating a New Transaction The three consultation types available are the first three transaction names that have been defined in the configuration tool You can change the consultation types and the icons associated with each by opening the configuration tool 1 Open the config tool 2 Click on file gt open gt transaction name The window below opens up Configuration tool File Edit Tools Windows Help Ctrl Alt T Transaction name Shift F4 _ TE Aggregate Shifters leme ej z sen dia in Associated list Ctrl Alt A
63. H Click on the Mail Merge Button on the bottom of the patient selector screen Choose your mail Merge letter as you have already created A letter is shown one for each patient in the list with the correct salutations for example and is ready for printing Working with a Dictaphone The doctor working with a Dictaphone may have to slightly modify his diction to be understood It is much easier to pronounce the recipients at the end of the session 1 Click on the icon to execute a template shift F2 2 Choose the template that you wish to execute All the analyses are executed except the Mail Merge analyses that appear in the text editor window 3 Type the letter from the Dictaphone 4 Choose the merge button again from the toolbar at the top of the text editor window Select the destinations from this list as above HEALTHone TM 5 1 Mail Merge and Mail Shots Page 14 of 15 Options 3607 Sb HEALTH In the main menu bar of HEALTHone select Tools Options and then select the template tab It is here that we can define various options relating to templates and Mail Merging Template Selection O You can select here where your templates are situated This is important in a network environment where if a someone makes a change to a template or creates anew template it will not be available to others unless they all have the same path entered here Archived Document O Here you can
64. Hali HEALTH 3 Select the Item plan of action and click once on the OK button e The Item plan of action is placed into the transaction detail panel and its associated list box opens automatically Skipping a Term as a Response This time we wish to use a term from a sub list but omit the term the list belongs to 4 In the Find Box type pr Ensure the term procedure is selected and press the Right Cursor key once e The sub list for procedure is displayed but the term is not placed in the Item dialogue as a response 5 In the Find Box type ex and ensure that the term excision is selected Press the Return key e The sub list term excision appears as a response and the associated list box closes 6 Type shelled out successfully Click on the OK button Inserting a Repeat Item Sometimes for presentation purposes or because there is a great deal of typing required as a response or because there is more than one condition to be recorded it may be necessary to use more that one item of the same name You can use as many items of the same name as you require in a transaction HEALTHonetmhas a quick procedure to do this simply select the item to be repeated and type an 1 Ensure that the newly created plan of action item is selected in the transaction detail panel Press equals key e Anew plan of action item is created and its associated list appears 2 The first term follow up is the one
65. Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTHone User Manual FECR HEALTH HELIX 1 HEALTH Table of Contents Terms and conditions Introducing HEALTHone Getting Around A Patient Visits A New Patient Adding Basic Medical Information Analysing Patient Information Prescription Manager Multiple User Appointments 1 0 Legacy Appointments 11 Correspondence 12 HEALTHone Procedures 13 Problem Orientated Medical Records 14 Billing 15 Managing Patient Files 16 Vaccination Techniques 17 Plan of Action 18 Query Plus 19 Mail Merge 20 Miscellaneous O 09 N 9 0I 6 5 2 azi HEALTH TERMS AND CONDITIONS IMPORTANT NOTICE THE ATTACHED UPGRADE IS SUPPLIED TO YOU UNDER THE TERMS LISTED BELOW USING THE PRODUCT INDICATES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS IF THEY ARE NOT ACCEPTABLE YOU MUST RETURN THE UNUSED SOFTWARE TO THE PLACE OF PURCHASE AND YOUR MONEY WILL BE REFUNDED COPYRIGHT SOFTWARE This software upgrade is Copyright C 1987 2008 and all rights are reserved by Helix Health Limited SSSL or its affiliates SSSL grants a non exclusive right to use the programs in accordance with the terms and conditions listed here to the purchaser of the programs or a transferee in accordance with condition 4 below All rights not specifically granted under these terms and conditions are reserved by SSSL or its affiliates COPYRIGHT MANUAL T
66. In cases where an individual service involves several charges a calling act is created Invoices and Receipts amp Payments Invoices can be produced for one some or all outstanding charges for a patient When a 2720 ZIR HEALTH payment is received the Receipt button activates on the Billing Panel Toolbar enabling a receipt to be issued if required Reports The population analysis has a number of reports under the billing heading of the Database Analyses These produce figures in detailed and summary form ona patient doctor or debtor basis Family Billing The easiest way to bill a family is to post sibling and spouse charges to the head of family patient account entering a relevant comment describing the charge reason Debtors The Debtors function is designed as an enhancement to the reporting system allowing individual patient charges to be assigned to a third party such as a health insurance company or individual company for occupational health The Billing Panel Acts are billed and payments recorded in the Billing Panel This panel occupies the same place on the screen as the Item Panel Switching between them is a simple process of selecting the relevant tab Scope of this Document HELIX 273 HEALTH This document describes the technique of implementing the Billing system on an individual patient basis using single charge acts and producing invoices receipts and reports for sam
67. Ireland Phone 353 1 4633000 Fax 353 1 4633011 Home Page www helixhealth com Email info helixhealth com HELIX 5 HEALTH Introducing HEALTHonet Concepts amp Structure HEALTHone is structured around the Health Care Record and the various elements which form it Being familiar with this and the terminology that is used will make using the product easier and the HEALTHone documentation straightforward to understand Spending a few moments in this section before proceeding will be very worthwhile This session is primarily intended to introduce the basic structure and terminology used in HEALTHone The question how is addressed in the sessions that follow Health Care Record HCR This is equivalent to a patient s folder in your manual records in fact it is structured in a similar manner Below is drawn a patients folder which we will compare to the HEALTHone Health Care Record HCR on the next page 6 Taza HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Patient s Folder Typical Structure Front Cover Basic Administration Information First Name Surname Name Address Sex D O B Occupation etc Inside Front Cover Basic Medical Information i e Medical History Surgical History Tobacco Alcohol Consumption Blood Group Allergies etc Inserts Consultation Records e g S O A P HELIX 7 HEALTH Health Care Record HCR
68. LTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 224in ZIR HEALTH HEALTHone TM 5 1 HEALTHoz eTM ProceduresPage 2 of 19 Laboratory Data Messaging Laboratory results are recorded in the patient s file by L Manually entering the data O Automatically receiving the data via the Data Exchange Module Manually Entering Laboratory Results 1 Create a new medical transaction Leave the transaction Type as contact but change the Name to Lab 2 Click on OK to create the transaction 3 Insert the sequence haemoglobin or biochemistry as required and record the results Automatically via the Data Exchange Module Laboratory Surgery Via EMAIL diskette or electronic transfer Via HEALTHoneTm Data Exchange Receive module Data Exchange Module HELIX 225 HEALTH INBOX Definition Files Phase Three INBOX to Patient File Controls whether data is automatically or manually integrated into patient s file HEALTHoneTm Patient File Definition Files Phase One Phase Two Phase Three Automatically Importing Lab Results Definition Files Phase Two Data to INBOX Describes where the lab data is located on the receiving computer and how to translate it into HEALTH one compliant information 4 1 HEALTHone TM 5 1 HEALTHonetm ProceduresPage 3 of 19 Automatically via the Data Exchange Module Figure 4 1 illustrates the process of transferring data from a laborator
69. Note If you open the PM while an existing transaction containing prescribed drugs is active the drugs in this transaction will appear in the PM This is used for editing existing prescriptions or for re printing a prescription HEALTHone TM HELIX 137 HEALTH 5 1 Prescription Manager Page 3 of 35 Prescription Module Main Screen The Prescription Manager contains four main panels 1 Drug Selection Panel Drug list panel Top left 2 Allergy Adverse reaction Panel Bottom left 3 Repeat Prescription panel Repeats panel Top right 4 Current Prescription Panel Active prescription bottom right Drug Selection Panel Drug List panel This panel is used for selection the desired drug You can choose your drug from a list of brand names or from a list of generic names or from the private database You can also choose a drug from any list of drugs already prescribed for this patient as per the screenshot below By default the IPU database containing the entire list of brand names is displayed When you type some letters contained in any part of the drug name the list will be filtered accordingly HEALTHone TM 5 1 Prescription Manager Page 4 of 35 Selecting a drug from the supplied database The contents of the search panel is as below 1337 Sy HEALTH The search zone allows you to see directly the drug as you will prescribe it including the dosage The presentation is included
70. Print Closing the Grid Analysis Window This can be done by clicking on the cross it the top right hand corner of the window or by selecting the menu sequence 8 File Close Grid Analysis Finishing This Session No new transactions have been added to John Test s file in this session All we need do in to close HEALTHonetm Select the menu sequence File Exit HELIX 131 HEALTH O HEALTHonet Closes HEALTHone TM 5 1 Analysing Patient Information Page 18 of 19 Summary Guide To Do Page To analyse a selected item Short Cut Ctrl I Open the file of the patient to be analysed Select the item to be analysed and click once on the Analyse Active Item button on the HEALTHoneT Toolbar 3 To analyse any item Short Cut Ctrl M Open the file of the patient to be analysed Click once on the Analyse Any Item button on the HEALTHonetm Toolbar Select the item required to be analysed from the list 4 To analyse the complete Health Care Record for a patient Open the file of the patient to be analysed Click once on the Analyse HCR button on the HEALTHonet Toolbar Select the 1327 Sa HEALTH analysis required from the list and click the Execute button 5 To analyse the drugs prescribed to a patient Open the file of the patient to be analysed Click once on the Analyse Drugs Prescribed button on the HEALTHoneTm Toolbar Select the analysis required from t
71. R Toolbar To use a term from the Term Dictionary as a response to an item Click once on the blue book on the item dialogue box toolbar or type Ctrl T Now select the term required in the list 1047 Sa HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Own Notes Complete to here pg 80 on pdf doc HELIX 105 HEALTH Analysis Analysing Patient Information One of the strengths of HEALTHonet is its ability to analyse patient information There are two categories of analyses Individual Patient and Population Below are listed the types of analyses available in each category Individual Patient Analyses e Item Analysis o Active Item in a patient s file o Any Item in a patient s file e HCR Analysis Multiple items in a patient s file e Prescription Analysis Drugs prescribed for a patient e Grid Analysis Numerical data table graphic representation i e audiometry charts percentile charts etc Population Analyses Template Produce a document that can be viewed printed saved Database Produce results that can be viewed printed and or exported These analyses all use pre set analysis definitions It is also possible for you to create your own definitions to add to the existing lists however it is beyond the scope of this manual to describe how this is done In this session we will be using the standard definitions as supplied with the product 1067 Sa
72. Show allterme mo aba pes Permanent list Ctrl Alt P i a cons iioa a HG TET by appointment const ulation by telepho mq Transaction name ansultation by telephone speciaized exarrinatior onsultart s opinion health check up HELIX 61 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The first three consultation types in the list are those available in the patient selector of HEALTHone You can move a name on this list up or down by clicking on the name and dragging it to your preferred position in the list P concutalice l lt 2 cru oreseurtio Remove icon vaccination vist al home Defineicon You can also change the icon associated with any particular transaction name by right clicking on the name and choosing the change icon option consultation by telephons specialzed examinaton heath check up ula r r epe l z report payinent vist al home l 5 G e DET The Item Selector HEALTHone items are accessed via the Item Selector window this displays a dictionary of all the items in HEALTHone Clicking on the Item Selector Button on the Item Panel Toolbar illustrated below will display the selector window see fig 3 3 Administrative transaction Billing j w l Iiii Item selector 62 TiS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Inserting Items
73. Toolbar Attribute Button 1 Select any transaction Transaction properties HE Irastutiere erpai sese Cerne Type FFertact Name fug revenption Besponsble Pr Rew U D iscol tight Date of even fovo4 00 F Ensisuiesied Specieb Jawa asse O En Legal shgelue FE Problem Bo pice te Stelus Valdain eee Paren vad futher Dr Ray ODneect i KENEDA Dele 030400 ein i ____ Author Dr Rew ODnseck Date oxo X Cancel Zeb Fig 2 7 Transaction Properties Dialogue Box 2 Click on the Attributes Button Selected transaction s attributes displayed in the Transaction Properties dialogue box 3 Click the Cancel button to close the dialogue box 48 mE HEALTH The Health Care Record Window The Item Panel As you now know transactions form the pages in the patient s file Items are effectively the writing on each page These are displayed in the Item Panel on your screen Once again only the items that belong to the currently selected transaction will be displayed Normal Items In the Introduction session Items were described as being containers and this is evident when you look at some of John Test s transactions 1 Select the General Practice transaction that occurred on the 19th of January 1994 2 Observe the item iver function tests This item contains the result normal 3 Normally you can open the container by clicking on it once to select it and pressing the Return k
74. a text report that can be printed and or saved for future reference This report is displayed in the HEALTHoneT text editor which we will learn more about in the next session There are a number of pre set analyses in this category and these can be added to by creating your own Clicking on the Population Analysis button illustrated will cause the analysis list to be displayed Select the category and analysis you require and then click on the Execute button 1 Click on the Population Analysis Button on the toolbar and then click on the Template Analyses Tab 2 Select Patients seen on one day from the list 3 Click on the Execute button 4 A screen prompts you for the date required Enter a valid date and click once on the TICK to use it in this analysis 5 The OK button should now be active Click once on it O All patients seen on the day specified are listed in a report and displayed in the HEALTHoneTm text editor window Fig 2 HELIX 121 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Template Analyses display their results in the Text Editor document window If you wish to keep the results you can save the document via the menu File Save If the document has not been saved HEALTHonetTmwill prompt you to Archive it as an external file or discard it completely when closing the it via the File Close 1227 Sy HEALTH document menu Fig 2 Text Editor Window R
75. abase window Adding a New Vaccine 1 Open the Vaccine database as outlined above 2 Click on the Plus button see Fig 3 26 O A new blank line appears at the end of the database 3 Select the vaccine type from the HEALTHonetTm term drop down box that this vaccine belongs to i e Influenza V 4 HEALTHoneTM automatically offers the type as the name for the vaccine simply select this and type the actual name Complete the other details 3037 Say HEALTH 5 Click the tick box to save your changes See Fig 3 26 6 Click the Close button to close the vaccine database window Filters New Vaccine Plus Tool Accept Changes Tick 3 26 HEALTHone TM 5 1 Vaccination Techniques Page 13 of 15 Techniques for Upgrading Users Create the aggregate item Vaccination Schedule and Timing Schedule This action is performed only once and creates the aggregate item vaccination schedule containing the current list of childhood vaccinations In conjunction with this a timing schedule set of rules is declared that states when the vaccinations should occur with respect to the child s date of birth Technique Create the Vaccination Schedule Item 1 Exit the HEALTHoneTm program 2 If there is a RED HEALTHonetn icon on your desktop double click it to launch the configuration tool Alternatively select the menu Start Programs HEALTHoneTmM HEALTHonetTM Tools Configuration Tool 3 When the logon screen appears l
76. action is done O Use the plan of Action item as the realisation item Use the same item name to indicate that an action is done as is used for the planning O Exclude week end in date calculation Avoid a due date being a week end Display O Display vaccines in the plans of action If you tick this box the vaccines in the vaccination schedules appear in the action plan tab in the patient file but not in the action plan tab of the selector O Display non read transactions in the list of action plans Tick this and you can display all un read transaction in the action plan tab HELIX 331 HEALTH Ask to create an action plan in not today s transaction If you make an action done in an older transaction you will receive a confirmation dialogue Display a dialogue when an action is done Display a confirmation ialogue when you declare an action as done Automatically select today s transaction for the action plan If this is ticked the action plan is automatically put into today s transaction if it exists Q HEALTHone TM 5 1 Plan of Action Page 18 of 19 Initialise the Un read status for the following items 7 Import of lab results After lab results are integrated they receive an un ead status Import of HEALTHone HCR s If you import a patient file all its transactions will be tagged as un read 7 Synchronised transactions Ap
77. actions contain Items An Item can be considered as a container or box Each type of Item has its own unique name followed by a colon We place information into Items For example the Date of Birth Item will contain a date A Sequence is a predetermined set of Items grouped together to suit a specific task There is no fixed number of Items grouped together in a Sequence as many or few as are required to suit the task An Aggregate Item is an item that will hold more than one piece of information An example is Blood Pressure where both systolic and diastolic pressures need to be recorded These then are the basic structural points around which HEALTHone has been designed In the sessions that follow all of these points will be repeated HELIX 21 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Own Notes 22 Tie HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTHoue Getting Around HELIX 23 mi fn n Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Getting Around Session One introduced the Health Care Record and terminology used in HEALTHonetm In this session we will introduce you to one of our patients John Test and learn the techniques and methods required to use HEALTHoneT and find your way around the program Starting The Program 1 Look on your desktop can you see a yellow icon
78. acute prescription is selected from the standard drug list on the left Once selected the drug will appear in the active prescription panel It is then ready for printing Technique Prescribing Drugs In this example we will prescribe a drug from the list of branded drugs We can describe prescribing from the other lists later Open the patient file and create a new consultation 1 Open the prescription Manager PM by hitting the Hot Key combination ALT F2 The PM opens If this doesn t happen then use the menu item Insert drug prescription 2 Make sure you have selected the Irish Specialty IPU from the list in the top left pane HELIX 145 HEALTH 1 In the filter box type a few letters TENOR O All the drugs that have the letters TENOR will appear in the list sorted alphabetically 2 Press the ENTER key or Ctrl N to begin a new acute prescription The drug edit window is displayed Drug Selection Panel Active prescription panel HEALTHone TM 5 1 Prescription Manager Page 10 of 35 In this example we will prescribe one tablet once a day for 28 days The quantity will be calculated automatically based on the duration 3 You may also insert patient instructions which may be printed later A detailed description of the drug edit screen follows 4 Click OK The drug is prescribed and now visible in the active prescription window 1467 Sy HEALTH 5 Repeat the oper
79. anager Page 6 of 35 Repeat Prescription view displays the pack size and the drug name The History and last prescription views also contain the date the drug was last prescribed For all these views typing some letters will reduce the list as with the main product filter HELIX 141 HEALTH REPEATS PANEL The right hand top panel contains the prescriptions from the patient file repeats history This panel allow you to view exactly as in the product search panel the drugs that are contained in the patient file These views are optional and were included so that you can see the repeats at all times This is the default view for Irish users HEALTHone TM 5 1 Prescription Manager Page 7 of 35 The repeats view contains the following information n Quantity number of tablets prescribed for the repeat period 7 Prescription name of the drug n Dosage dose to be taken daily Remaining repeats Total allowed repeats less the number of times prescribed so far before required review for example n Repeat by number of repeats given in one shot e g 1 month 3 months 6 months etc n Last prescribed the date the drug was last repeated 1 Generic name of the drug To change the view simply click on the menu and choose the view you require 1427 Sb HEALTH You may also use the Hot Keys as follows o SHIFT CTRL K for Repeats o SHIFT CTRL U for Act
80. aragraphs and entire text 3 Select a word and experiment with the settings in the Format Font menu 4 Make sure your insert cursor is positioned inside the paragraph just typed and experiment with the Format Paragraph menu Page and Document Settings In addition to be able to type edit and change the appearance of text you will also need to control document and page settings Set Paper Size Select the menu sequence Format Document and set paper width and height size in the boxes provided HELIX 205 HEALTH Set Margins Select the menu sequence Format Document and set top bottom left and right margins in the boxes provided Insert a Page Break Position the insert cursor where the break is required and select the menu sequence Insert Page Break Remove a Page Break Position the insert cursor underneath the page break and press the Backspace key O n n O right most key top row of keypad key once Printing Your Document To Preview Before Printing 1 Select the menu sequence File Print Preview or alternatively simply click on the print preview button on the Speed Toolbar 2 Click with the left mouse key to ZOOM IN or right mouse key to ZOOM OUT the preview of the page To Print 3 Select the menu option File Print Select the page range and number of copies required Select OK HEALTHone TM 5 1 CorrespondencePage 7 of 17 Free Format Letter Saving and Archiving Your
81. as O ug p exc pion General Di Roy ODnecel Penis Files Rien sr or s Transaction Panel Item Panel Lists Transactions in the HCR Displays Selected Transaction Detail HELIX 31 miza n Health One Version 6 0 User Manual Copyright 20 The HEALTHonetm Screen Screen Panels The HCR screen is divided into three separate panels Transaction Item and Problem Each of these displays a specific part of the patient s file HCR as described below The Transaction Panel The Transaction Panel is used to display each event that has been recorded A new transaction is added to the Health Care Record for any reason not simply because a patient visited for a consultation i e to record an experts report a lab result a visit at home an issue of a repeat prescription etc Transactions in this panel are divided into the two chapters Administrative and Medical We will look at quick ways to navigate through the various transactions in this panel later for now Transactions BEE Moment of occurrence Administ trative c haee BET identific Dr Rory O Dri 28 09 92 12 00 lt gt Medical chapter basic n Dr Rory O Dn 28 09 92 12 00 SB consull Dr Rory O Dri 28 09 92 12 00 H expert Dr Rory O Dri 02 10 92 12 00 1 Using your mouse click once to select any transaction in the Transaction Panel The transaction becomes blue when selected 2 Now use the up arro
82. as the extraction analyses For example patients birthday The system analysis are placed at the end of the list Tick the result box if the alert should be triggered when the analysis gives a result Un tick the result box if the alert should be triggered when the analysis gives no result HEALTHone TM 5 1 Plan of Action Page 13 of 19 Triggers These options allow you to decide under what circumstances the alerts should be triggered O Manually by the user The analysis is not executed until you click on the menu item tools O During the Update of the HCR With each modification of the HCR the analysis will be executed O On opening the patient file The analysis will be executed when the file is opened O On closing the patient file The analysis will not be executed until the file is closed Insert a message in your own language You can translate this into several HELIX 327 HEALTH languages if you use these Note The result of the analysis is not used only the presence or absence of a result is taken into account Let s take a few examples Example 1 Patient s birthday 1 Click the button to create a new alert 2 Complete the information HEALTHone TM 5 1 Plan of Action Page 14 of 19 Example 2 The patient has never had his weight checked 1 Click the button to create anew alert 2 Fill in the boxes HEALTHone TM 5 1 Plan of Action Page 15 o
83. ase They can be adjusted to correct any changes for this particular vaccination If the Batch Number is amended a prompt will appear to request if the vaccine database should also be updated By preference the Batch Number and Expiry Date should be changed by configuring the vaccination database See the heading Maintaining the Vaccination Database later in this section O The date completed details in the Vaccine tab of the Patient Information Panel is also updated 7 Repeat actions 2 6 for any other vaccinations being administered at this time Manufacturer Dose Site Batch No Expiry Date Count HEALTHone TM 5 1 Vaccination Techniques Page 9 of 15 Changing the Scheduled Due Date of a Vaccination for 3027 Sy HEALTH a Child There may be instances where it is known that a due date for a vaccination will be missed i e due to a holiday etc To prevent HEALTHoneT reporting this as overdue the due date can be altered Technique 1 Locate the vaccination concerned in the Vaccine tab of the Patient Information Panel Double Click the vaccination O The transaction that contains the schedule opens and the selected vaccination is shown in a dotted box 2 Right Click the vaccination in the dotted box and select Shift Vaccination due date from the pop up menu O A prompt box appears to request information about the new due date 3 Complete the prompt box by typing a number and selecti
84. ase They can be adjusted to correct any changes for this particular vaccination If the Batch Number is amended a prompt will appear to request if the vaccine database should also be updated By preference the Batch Number and Expiry Date should be changed by configuring the vaccination database See the heading Maintaining the Vaccination Database later in this section Vaccine Item Attributes automatically set the values of the selected vaccine 3 24 HEALTHone TM 5 1 Vaccination Techniques Page 5 of 15 Technique Recording a Vaccination 8 Correct the item attribute values if required Click OK to close the item O The vaccination details are recorded in the current transaction and also appear 296i a HEALTH on the Vaccine tab of the Patient Information Panel Specifying Recall Dates If childhood schedules are not being used the method of specifying a recall date utilises the item Plan of action lf schedules are being used this procedure is NOT required The Vaccine sequence includes the item Plan of action and this will also be present refer back to Fig 3 22 in the current transaction 1 If the item plan of action is not present in the current transaction insert it now by clicking on the Insert Item Button on the item panel toolbar 2 Ensure that plan of action item is selected and press Return to activate it 3 Select vaccine from the associated list Note The object
85. ation for other drugs 6 Click the print icon on the tool bar at the top of the HEALTHoneTM screen or use the Hot Key combination CTRL P HEALTHone TM 5 1 Prescription Manager Page 11 of 35 7 You may also view a print preview of the prescription before it goes to the printer HEALTHone TM 5 1 Prescription Manager Page 12 of 35 Management of Repeat prescriptions Creating a repeat prescription There are several ways to create a repeat prescription from the drug list First of all you should select a drug from the drug list on the left 1 You can use the mouse to Drag amp Drop your selected drug from the drug list to the repeats panel HELIX 147 HEALTH 2 You can use the Hot Key Combination Alt right arrow open editor first or CTRL Alt Right arrow by pass edit screen if dosage already defined 3 You can press the edit button and tick the Repeat on the top right hand side of the edit window This box can be ticked by hitting the combination keys Alt R 4 You can also Drag amp Drop your selected drug from the current acute prescription panel to the repeats panel 5 You can edit the acute prescription in the acute prescription panel and ie Repeats box 6 finally it is possible to send a drug from the list of drugs on the left Ha to the repeats after hitting Enter on it by ticking the Repeats box e the prescribe box bottom left of edit screen The repeat prescriptions are saved to
86. ay you want the alerts to behave when activated A notification in the HCR may appear HELIX 323 HEALTH The Action plan tab in the patient file may be selected by default And you can have it play a sound if you wish HEALTHone TM 5 1 Plan of Action Page 10 of 19 Carrying out your action plans HEALTHone offers you two ways to indicate that an action plan is done In the action plan tab in the patient file you can directly edit the status of an action so as to show which actions are done and which are not Click on the down arrow to display the possibilities Or in the medical section select an action plan use the right click to display the contextual menu or simply hit the Combination keys Ctrl Q A window opens where you will decide the date of the action and the name of the item used to save the action plan The defaults are defined in tools options 3247 Sb HEALTH To indicate that the action is done a new item the action item is entered to the transaction he name of the item has been defined in the configuration tool but may be changed here A new plan of action may be entered here also automatically depending on the setting you decided in the configuration tool when defining the prevention template HEALTHone 5 1 Plan of Action Page 11 of 19 The Alerts An Alert is a notification in the patient file which is triggered by defining certain criteria The alerts are configured by th
87. ayed Execute the analysis Alt X Edit the highlighted analysis Alt E 0 Create a New analysis AIt N Delete the highlighted analysis Alt D 4 Click on execute As you can see we found four patients who have in their repeat prescriptions either Vioxx or Ceoxx HEALTHone TM 5 1 DWH Analysis Builder Page 9 of 12 What can we now do with the result of this analysis HEALTHonetm s Data Ware House DWH Query Plus is a very 3427 Sa HEALTH powerful tool that allows the user to easily develop a range of analyses to suit his or her own needs These analyses should be used as an adjunct to the Built in DWH analyses which have been pre programmed by HEALTHonetTm and contain most of the common day to day analyses needed by the busy professional With the result of the Query Plus analysis we have a new range of options 1 We can simply Print the result Click on the print Icon 2 We can copy the result to the windows clip board From here we can easily paste the contents into Microsoft Excel for example 3 We can export the result to a CSV file This again can be imported by other programs such as excel 4 We can insert a Plan of Action into each of the patient files included in the result This is indeed very powerful We can then see at a glance from the patient selector all these patients We can initiate an alert when we open the pati
88. between a specific ingredient and broader classifications as below 2 Ingredients The dialogue displays the different ingredients in the selected drug You can choose one or several ingredients HELIX 169 HEALTH o Product This is the default display when you choose an adverse reaction when selecting a drug o Free text This is the same mechanism as when defining an adverse reaction using the allergy panel Defining an allergy as a cause for stopping a drug When you stop a drug say a repeat you are asked the reason for stopping One of the reasons is an allergy adverse reaction You can also edit an existing adverse reaction edit the reaction or gravity only You can delete an adverse reaction HEALTHone TM 5 1 Prescription Manager Page 29 of 35 Management of the private drug database To select a drug from your own private list of drugs click on the drug database selection button on the top left hand panel You will see a drop down list You can also use the Hot Key combination Shift Ctrl B 1707 Sa HEALTH The tool bar at the top of the PM allows you to Create a new private drug Edit the selected private drug Delete the selected private drug Create a new private drug Click the button to add a new drug to the private database You should fill in the boxes as in the dialogue below Enter the drug name The drug name should include the strength and the strength unit The rest of the form is optio
89. bove 7 Click OK 8 Now click file save as and name the template Quicklet_DBF cvs 9 Now open a patient file if not already open Press Shift F2 or click on the cogwheel icon to execute the template Quicklet_DBF cvs 10 You are immediately presented with a window containing the ist of the consultants You only job now is to choose a consultant and click apply 11 The Title first name and surname of the consultant will appear in the letter 12 Note that you can always at the final stage choose your own fields to be entered in the final document by manually selecting the fields in the above screen shot and clicking inset to insert each field This was the only way to do things in previous version of HEALTHonet but it is cumbersome HEALTHone TM 5 1 Mail Merge and Mail Shots Page 6 of 15 Creation of a template and send it to several destinations Insertion of the mail shot fields HELIX 351 HEALTH To create a template that you want to send to several places follow the procedure described below 1 From the main HEALTHone file menu choose File New Template 2 Arrange the text and place the cursor where you want to insert a field 3 Click the button to insert a mail merge field or use the HotKey Combination Shift Ctrl Q This button is the third button from the right in the toolbar of the canevas editor 4 Choose external database as the source The external databases should be
90. cl AGG p iabetic Follow Uo xl X Concei 7 Hen Clicking the OK Button will place Maich case IF Serted the selected IV Leadng I Synchronous Aggregate Item into the otha Fig 10 Aggregate Selector Window current Blood Pressure Item Selected Transaction HELIX 19 mi fn n To Summarise The basic building block for HEALTHone is the Health Care Record This can be considered as the equivalent of the patient s folder in the manual filing system The Health Care Record is divided into 2 Chapters The Administrative Chapter The Medical Chapter Transactions pages are created in these Chapters The transaction in the Administrative Chapter contains the basic patient information needed to create the Health Care Record Patients First Name Patients Surname Patients Sex Patients Date of Birth as well as additional administration information such as occupation name of spouse GMS number etc The first transaction in the Medical Chapter contains the patients basic medical information like Medical History Surgical History Allergies Blood Group etc Transactions two onward in the Medical Chapter each record a contact with the patient This contact can be for any reason not simply a visit to the surgery The Transaction is just a term used by HEALTHone to mean page Whenever a new page has to be inserted into the HCR we instruct HEALTHone to create a New Transaction 20 TS HEALTH Trans
91. controls Arrows Up Down Scroll display by one transaction up or down Scroll Bar Displays information relative to its position on the scroll track Top equals the beginning of the patients HCR Bottom the end of the patient s file etc This is dragged to its new location Scroll Track The quantity of information that can be displayed in the Transaction Panel is moved each time the track is clicked 40 TiS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Clicking the track beneath the Scroll bar will scroll downwards and above the Scroll Bar will scroll upwards Up Scroll Arrow click Scroll Bar drag action Scroll Track click gt D ay HELIX 41 HEALTH The Health Care Record Window Scroll Bars ctnd Practical Exercise 1 Select the menu HCR Go to and select Begin HCR As you can see the Administrative Chapter icon is not visible in the Transaction panel To display this 2 Click once on the Up Scroll Arrow Administrative Chapter Icon comes into view 3 Experiment with the various scroll bar controls 4 Repeatedly click on the Up Scroll Arrow until the Administrative Chapter Icon is once again visible Transaction Panel Filter Transactions are listed in the Transaction Panel in chronological order However HEALTHonet has a special filter function that quickly locates transactions of a particular type for you This is handy if for example
92. ction has a set of attributes Some of those are specified at creation time in the Transaction Properties dialogue box above Type This attribute designates the type of transaction In General Practice the most common types would be Contact and Basic Medical Information Institution admission Institution discharge Department admission Department discharge Basic medical information Summar Type Name Currently this Name attribute is used A only for Contact Reponsible con sultatior E visit at home type transactions It Date of event drug prescription defines the reason j obstetrics for the contact Speciality lab radiology consultation by telephone specialized examination _ Responsible Specifies the name of the person responsible for creating or maintaining this transaction This list shows the name of the person logged on and the names of any other people that have delegated their right to create transactions to the logged on user Note There is also an attribute called Author not displayed on the Transaction Properties dialogue box which is automatically set to be the name of the person who validates the transaction see Transaction Status later in this session Date of event Automatically set to the current date and time Note You can change this if for example you are updating a patient s HCR ata later point in time 58 Halil HEALTH Speciality This is another drop down list
93. ctory As these databases are localised they are not distributed with HEALTHone It is possible to create a database by following the steps below Creating Database files DBF files 1 Click on the button manage associated databases on the main toolbar in HEALTHone 2 Click on the button new table on the right of the database query window HEALTHone TM 5 1 Mail Merge and Mail Shots Page 3 of 15 Creating Database files DBF files Below is a sample database we have just created 3437 Sy HEALTH Using Database files DBF to enter Consultant s names to letters In most normal situations when you are sending a letter to a specialist you will not in fact need to use the Mail merge facility This would only be used if sending the same letter to several destinations However you would often want to insert the name of the specialist into the executed document HEALTHone gives you this facility First of all you need to have a database containing the details of all the consultants in your area These do not come as standard with HEALTHone However some users have already created these databases in particular localities enquire from the user group It is relatively easy to create DBF 111 file from an excel spreadsheet Many people will keep a list of their local hospitals consultants in this format We cannot describe this process here Once you have a dbf or access file wit
94. d Managing HELIX 229 HEALTH errors are described later for now assume all went well and the data has been successfully merged A screen similar to Fig 4 2 will appear Click here to return to the Receive Module to collect more data Click here to open the Data Exchange Module INBOX Transaction Locator INBOX OUTBOX Selector DXM menu View transactions by their status selector Merged status indicates a successful merging into the patient s file DXM Module INBOX Transaction 2307 ZIR HEALTH Selector Box 4 2 HEALTHone TM 5 1 HEALTHonetM ProceduresPage 5 of 19 Automatically via the Data Exchange Module Phase Three Transfer the Data from the INBOX to the Patient s File Manual Merging Many practices would validate the results before merging them in which case all results would now be waiting to be validated in the Data Exchange Module Inbox See Fig 4 3 Viewing amp Validating a Waiting Transaction 1 Click once on the transaction selector box to select the transaction to be validated See Fig 4 2 2 Click on the DXM menu View button Illustrated opposite See Fig 4 2 O The transaction opens to be viewed 3 Click on the Validate button and click OK when prompted to validate the transaction Click OK for second prompt Close the HELIX 231 HEALTH transaction view window by clicking on the X in the top right hand corner O DXM module once again in view an
95. d opposite O The Item Selector opens 5 Type prob into the Find box and select the item problem in the list Click OK O The problem item is inserted into the Basic Medical Information page and automatically opens displaying it s associated list 6 Select the problem required in the associated list or alternatively close the list and type the problem yourself we would recommend that the terms dictionary blue book button is used to ensure that the problem is correctly entered rather than just type it 7 The date the problem started ended now needs to be recorded If the Item attributes are not in view click on the button illustrated to view them now In the fig 3 1 below hypertension is being used as an example problem and the item attributes are in view HELIX 265 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 3 1 Enter the date the problem started here When the problem ends tick this box and complete the End date This will cause the problem to move from the Active to the History view of the Problem Tab HEALTHone 2667 HEALTH 5 1 Problem Orientated Medical Records Page 4 of 7 Declaring a Problem continued 8 If you are declaring a new problem enter the problem Start date no need to type the marks Do not confuse the Date of event date with the Start date The Date of event date is the date on which the problem item was
96. d the selected transaction Action column indicates that it has been validated See Fig 4 4 Waiting status indicates that user intervention is required before merging into the patient s file DXM Module INBOX Click here to validate this transaction 4 3 HEALTHone TM 5 1 HEALTHonetm ProceduresPage 6 of 19 Automatically via the Data Exchange Module Phase Three Transfer the Data from the INBOX to the Patient s File Manual Merging Viewing amp Validating a Waiting Transaction D If the selected transaction had been viewed but not validated the Action icon would indicate that it had been viewed Merging Waiting Transactions 2327 ZIR HEALTH 1 Select the transactions to be merged Use Ctrl Click to select more than one if required 2 Click on the DXM menu Merge button Illustrated oppoiste O Provided there are no errors the transaction s is are merged into the patient file s This completes the technique of manually merging transactions Managing DXM Errors If a patient file cannot be located for an imported transaction the DXM module can be set to manage this in one of two ways O Automatically create a new file for the patient O Set the transaction status to Not Found and await user intervention to resolve the problem The choice of action is controlled via the lab Definition file See Creating a Definition File later in this section Note If the definition file had bee
97. dded to the medical history item 4 Click OK to close the medical history item Repeating an Item We wish to record more medical history information for Sarah and to do this another medical history item is required There is a quick way to do this if an item of the same type already exists in the transaction you are editing Simply select not edit the item which is the same type and press the equals key 5 The highlight is now on the surgical history item Press the Up Cursor key once to re select the medical history item or simply click on it once with your mouse medical history item now highlighted once more 6 Press the equals key once e A new medical history item is inserted and opens for editing 7 Double Click on pneumonia in the associated term list pneumonia added as a response for this item 94 Halil HEALTH 8 Do not close this item yet Managing Items Setting ltem Attributes Each item has a series of settings called attributes which are in addition to any contents that may have been entered These perform various functions including how the item and its contents appear on screen how severe the condition being recorded is via a gravity index moment of occurrence person responsible and various other information These are displayed by clicking on the button illustrated when the item is open for editing 1 The medical history item that contains the term pneumonia sh
98. e HEALTHone TM 5 1 Billing Page 3 of 10 Billing Panel Tab Outstanding balance value for this patient Creating Billing Acts The steps involved in implementing and using the Billing feature are O Create Maintain the billable acts Charge acts to a patients account issue invoice receipt n Record payment and issue a receipt 1 Print Billing Reports Creating an Act The first step in implementing the billing facility of HEALTHoneTm is to create the various charges that apply within the practice each chargeable item service is considered as an act The approach to this is n List the individual billable items services that are charged in the practice 0 Create an act for the individual charges Technique To create an act 274in ZIR HEALTH 1 Open any patients file The Billing feature in accessed from within a patient s file 2 Click on the Billing Panel tab above the Item Panel to reveal the Billing Panel There may or may not be an outstanding balance value displayed dependent upon the billing options settings See Billing Options later in this techniques section O The Billing Panel now appears See below HELIX 275 HEALTH User Manual Co 3 3 Insert Delete Print Print Act Debtors Filter Active Filter an act anact Receipt Invoice Editor Editor Selector Description HEALTHone 5 1 Billing Page
99. e 1 Insert a schedule as detailed in the procedure Assignment Phase Insert the Schedule into the Child s File above and activate the timing schedule O The Schedule now appears in the Vaccine tab with a number of vaccinations in RED indicating that they are overdue 2 Double click on the EXISTING vaccination to be linked to the schedule O The transaction that contains the vaccination is opened and the vaccination highlighted by a dotted box 3 Ensure the EXISTING vaccination is still selected dotted box around it HELIX 311 HEALTH if not click on it once to select it Now click on the schedule vaccination in the Vaccine tab that it is to be linked to L The link icon on the Vaccine tab will activate See Fig 3 27 4 Click on the link icon see Fig 3 27 O The link occurs and the scheduled vaccination is marked as completed and turns black in colour 5 Repeat for other vaccinations that require linking 3 27 Existing Childhood Vaccinations Existing vaccination Scheduled vaccination to be linked to Link icon HEALTHone TM 5 1 Vaccination Techniques Page 15 of 15 Vaccine item displayed with vaccine grid We can automatically have the item vaccine display the vaccine grid 3127 Sy HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd To do this you have to open the configuration tool click on the button Click on File open item Ty
100. e DELETE key Other Mistakes This is where something has happened possibly unexpectedly Select the menu sequence Edit Undo The text editor remembers your last action and reverses it but be careful only the last action is remembered so you must correct the mistake before doing anything else HEALTHone TM 5 1 CorrespondencePage 5 of 17 Free Format Letter Text Editing Techniques To practice these techniques 1 Select a paragraph in this book and type it Do not press the Return key even at the end of a line until the entire paragraph has been entered 2 Press the Return key again to create a blank line 3 Type another paragraph 4 Practice the editing techniques outlined above 5 Select the following menu sequence Edit Select All Entire text selected Press the Delete key Page is blank once again O IN Select the menu sequence Edit Undo Page re appears Text is still selected HELIX 203 HEALTH 8 Press the Delete key once again O You once again have a clean page Selecting Text This is an important action to master because you will need this to change the appearance of both characters and paragraphs and also edit text quickly To select A Character Place the mouse cursor to the left of the character to be selected hold down the mouse key and drag the mouse cursor over the character required Now release the mouse key A Word Place the mouse cursor ove
101. e Patient Selector in cases where they have been deleted in error Deleting A Patient File Locate the patient in the Patient Selector Select the patient do not open the file by clicking once on the patients name Press the Delete key Answer OK when prompted Alternatively select the Delete Patient Selector button at the bottom of the screen O Patient removed from the Patient Selector window Viewing Deleted Patient Files Right click anywhere in the Patient Selector and select Show deleted patients from the menu O Deleted Patient Selector appears Deleted patient files can not be opened if this is necessary restore the file to the active Patient Selector See next topic HELIX 287 HEALTH Re Viewing Active Patient Files Right click anywhere in the Deleted Patient Selector and select Show active patients from the menu 0 Active Patient Selector re appears Restoring Deleted Patient Files Select the patient file in the Deleted Patient Selector Click on the Restore Patient Selector button at the bottom of the screen Answer OK when prompted Permanently Deleting a Patient File Select the patient in the Deleted Patient Selector Click on the Delete Patient Selector button at the bottom of the screen Answer Yes when prompted HEALTHone TM 5 1 Managing Patient Files Page 3 of 5 Managing Patient Files Synchronising Patient Files In practices that have laptop computers and or more than one geographica
102. e a health insurance company the name of the company is entered here Create debtors via the Debtors Editor See Fig 3 3 Receipt If a receipt has been issued for this charge click on this box to check it Doctor This drop down box lists all physicians in the practice By default it will select the logged on Doctor User 2807 ZIR HEALTH Comments This is a free text box for any comments Synchronise In instances where a practice is in more than one location this box indicates that the charges should be moved synchronised between them 7 Once the charges and payments have been entered as required the act must be saved Click once on the Edit Select button to the left of the new act Click OK to save changes when prompted 8 If Invoices Receipts are to be issued do so now see below otherwise save the patient s file HEALTHone TM 5 1 Billing Page 7 of 10 Printing Receipts and Invoices Payments Receipts When a patient pays for an act either immediately or sometime later this should be entered in the Paid box of the act As soon as a payment is entered the receipt button on the Billing Panel Toolbar will activate Click on it to print the receipt Select Receipt35 CVS and click Open The receipt will appear for previewing HELIX 281 HEALTH To print the receipt select the menu File Print or use the short cut Ctrl P Click also the act Receipt box to indicate that a receipt has been taken f
103. e a drug and enter a dosage for the first time this dosage is saved to the list of dosages Every time you prescribe that drug for any patient from now on this dosage is presented as your first option HEALTHone TM 5 1 Prescription Manager Page 23 of 35 The following commands allow you to manipulate the list of dosages Insert the currently displayed dosage to the list of saved dosages Ins Update the selected dosage to that of the displayed dosage CTRL S Delete the highlighted dosage CTRL Del Select the previous dosage CTRL Arrow Up Select the next dosage CTRL Arrow Down Make the highlighted dosage the default dosage CTRL M The dosage schedule drug take during the day 1627 IB HEALTH You enter the schedule directly as above individualised for each patient with a comment if required 0 You can enter the actual number of tabs to be taken O You can use for example an X to indicate when the medication is to e aken O You can use fractions or brackets to indicate for example an optional dose oo Here are some examples Prednisolone 5 mg 2 before breakfast 2 before lunch 2 before dinner and 2 at bedtime if necessary Prednisolone 5 mg take before breakfast before lunch before dinner Prednisolone 5 mg HELIX 163 HEALTH take during breakfast Y2 tab during lunch before dinner if necessary and 1 2 at bedtime if necessary T
104. e name or password you entered were incorrect the message Invalid Login Name or Invalid Password whichever is relevant will appear Correct the error and click the Login Button again Note After three unsuccessful login attempts HEALTHone will automatically close and you will need to go back and repeat the Starting the Program exercise on the previous page The Patient Selector Window Selecting a particular patient Health Care Record HCR is easy in HEALTHonetm The Patient Selector Window has dynamic filters that immediately reduce the patient list to only those that match the filter HEALTHonern is initially configured to filter by Surname First Name Date of Birth or any combination of these however additional filters can be added if required see Adding Additional Columns later in this session 26 TS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Ix HEALTH one 2009 Fie Edit View Analysis Tools Window Help D Li l S 858 06 2 65 e 58 ah S gt 5g Oy Ca t E W O a BB nk sere IE 0 Ad Patient Selector DEK Selector Appointment Action plan first name 5 address of patient 26 GRANGEMORE AVENUE As you type here the patient list in the Click on the column name to sort by it lower panel will automatically reduce to Repeat click to change between only display those patients that match the Ascending Descending and Not Sorted filter sta
105. e user and consist of a message which is displayed when an automatically launched analysis produces a result or by option does not produce a result The alerts are defined in the configuration tool as follows Open the HEALTHone configuration tool Click the button to display a list of the alerts You may also use the menu item file open alerts HELIX 325 HEALTH The list on the left shows the details of the alert The list on the right shows the list of prevention templates which may be linked to a specific alert on the left The alerts that are invalid for example the analysis corresponding to the alert does not exist are displayed in red Only the valid alerts can be triggered HEALTHone TM 5 1 Plan of Action Page 12 of 19 Defining an Alert You can add edit or delete an alert with the appropriate buttons at the bottom of the list of alerts See previous screen shot and You can also use the Combination Keys Ins Ctrl D et Crtl E Click onthe to create a new alert Click the enabled box to enable the alert Give a name to the alert This will be displayed in the notification Choose an analysis from the list The analyses that are available are those created in HEALTHone They are taken from those analyses available from the main HEALTHone menu Analysis formulas extraction formulas 3267 Sb HEALTH Some System analyses are included in the list as well
106. ears in the Sorted option check box and the list is sorted into alphanumeric order 3 Uncheck the Sorted option by clicking on it once again 4 If the Synchronous option is unchecked check it now by clicking on it 5 If the Leading option is unchecked check it now Type as e Only Items that begin with as are displayed 6 Uncheck the Leading option e All Items that contain the letters as together anywhere in their name are displayed 7 Delete the as in the Find box Full list of items appears once more 8 Uncheck the Synchronous option e Refresh button activates 9 Type in capitals IC e Nothing happens 10 Click once on the Refresh button e All Items that contain the letters IC together anywhere in their name are displayed 11 Check the Synchronous option 64 TS HEALTH e Refresh Button de activates screen stays the same because Synchronous is active and filtering on IC 12 Check the Match Case option e Only Items that have upper case capital IC anywhere in their name are displayed 13 Uncheck the Match Case option Now we will locate the first item needed to record this visit of John Test Firstly set the Item Selector options as follows Match Case Unchecked Leading Checked Sorted Unchecked Synchronous Checked We need to locate the Item subjective symptoms 1 Delete the IC in the Find box and type su e All items beginning with su are now dis
107. ed Note the private drugs are NOT converted they can t be As most of the drugs you previously had in your private database are not contained in the IPU database we suggest you replace these drugs with those from the IPU drug list You can if you wish convert your own private database to a new 5 0 private drug database This will be described later HEALTHone TM 5 1 Prescription Manager Page 35 of 35 Conversion of 3 7 private drug database to a 5 0 private database 1737 IB HEALTH It has already been noted that most of the drugs you used from your private drug database in 3 7 are available now in the new IPU drug list If you replace these drugs with those from the new drug list you will have the following advantages o The names of the drugs appliances will be correct as in the MIMS o The drugs will have all the attributes of any other drugs from the IPU namely a interaction pricing information drug information all of which were not available with drugs from the private list With the Prescription Manager PM open click on the HEALTHoneTM main menu item Prescriptions From here you can import all you old private drugs to the new 5 0 private drug database NOTE Drugs prescribed from the 5 0 private database will have the same properties as those in the 3 7 private drug database they will be entirely user controlled and will not have any relationship to the IPU list HELIX
108. em cervical smear with the result as the content In the case of a lab test you will enter the item name and the result unless the result is imported electronically when it will be added in the same way haemoglobin A1 7 8 NOTE If you do not set the plan as done it will continue to appear in the list of planned actions and will soon make the list worthless Prevention Module The prevention module consists of two parts 1 A user defined list of action plans known as a prevention template 2 An Alert that be triggered in the patient file and is user configurable The Prevention Templates are a series of planned examinations i e protocols that allow you to follow the evolution of a particular patient pathology e g diabetes This is something like a sequence but is linked to the plan of action and the alert functions An Alert is a notice which can be automatically triggered by certain information contained within the patient record For example if a patient has the item problem with the content diabetes you can trigger an alert which tells you the patient is diabetic It is then possible to link this alert to a prevention template such that not only does the alert tell you the patient is diabetic but may also suggest that you put a series of planned actions automatically in the patient record but only if the prevention template has not already been added 3207 Sy HEALTH HEALTHone
109. ent file which will remind us of the situation Details of the Plan of action function are described elsewhere 5 We can send a personalised letter to each of the patient in the result asking them for example to contact the doctor for an alternative treatment We would use the Mail Merge function in HEALTHone to do this This function is described elsewhere but essentially involves creating a document template within HEALTHonetTn with the require message for the patients and including some mail Merge fields which would personalise the letter for each of the recipients This template might also contain an internal HCR analysis that will extract HELIX 343 HEALTH specific patient information for the letter In this case HEALTHoneT will first load all the patients found by the population analysis and then perform the HCR analysis before finally displaying all the letters on screen for printing Note Mail Merge is only available with the DWH Query Plus when executing the analysis from the main database analysis window It is not available from the DWH Query Plus edit window HEALTHone TM 5 1 DWH Analysis Builder Page 10 of 12 Creating a mail merge letter to all patients found as a result of a DWH Query Plus analysis 1 Having performed the DWH analysis as described above you should select all the records in the result with your mouse 2 Click on the Mail Merge Icon
110. er Manual Copyright 2010 Helix Health Ltd and login to the source to be synchronised with Once the source has been selected the direct of synchronisation can be chosen HELIX 253 HEALTH Typically in the case of a laptop the direction of synchronisation when leaving the practice would be Server to Laptop and when returning Laptop to Server There is also an option to synchronise in both directions naturally this would take longer to perform The option to Compact a source before synchronisation compresses the source and reduces its size We recommend that this option be set 6 Choose the direction of transfer and compaction required Click Next HEALTHone TM 5 1 HEALTHozeTM ProceduresPage 17 of 19 Synchronisation Technique The next screen controls what is to be synchronised The options available here will vary dependent upon the types slave or Master of sources being synchronised The screen below is configured to just synchronise patient files HCR s 2547 ZIR HEALTH Options a Synchronise HCR s Patient Files b Don t Do synchronise deleted Patient s deleted in one source can optionally be deleted in the destination source c Advanced Archive This option is for archiving files for example if deceased patient s are being synchronised to an RIP source Options control what will happen to the files in the original once synchronised to the destination Don t
111. esults of Population Analysis Displayed HEALTHone TM 5 1 Analysing Patient Information Page 13 of 19 Population Analysis Template Analysis continued For now we will close and discard this document Select the menu File Close document Select the discard option as illustrated and click on the OK button Document is abandoned and the Text Editor closes Grid Analysis This form of analysis is specifically suited although not exclusive to analysing and displaying numeric information The analysis is performed on a patient rather than population basis Once extracted the analysed information can be displayed in a table or as a graph If text items were analysed the result would only be meaningful in a table Grid analyses are based on one of three sources Predefined Grid Analyses Any Sequence of Items Any Aggregate Item HELIX 123 HEALTH When you are more experienced with using HEALTHonetTmyou will be able to create your own Grid Analyses Sequences of Items and Aggregate Items For now we will use those supplied as standard with the product In addition there are two predefined analyses Growth Analysis Audiometric Analysis These each have their own button in the Grid Analysis window see below and require no further action other than clicking on them Technique Open the patient file to be analysed Activate the grid analysis by clicking on the Grid Analysis Button on the HCR Analysis Too
112. ex female Age gt 60 that were seen in the last 12 months that have received a flu vaccination Patient Sex female Age gt 60 Transaction Date gt 01 01 2005 Item Vaccine content contains flu With Query Plus you can select multiple items You can also exclude patients that have an item containing a particular or any content 1 Open the module Population Analysis Select the menu Population analysis 2 Normally the tab Database analysis will be immediately visible 3 The last item in the menu is User analysis Note This screen can be directly accessed from the main HEALTHomeTM 3347 Sy HEALTH screen by clicking on the icon 4 Click on New and the following window appears HEALTHone TM 5 1 DWH Analysis Builder Page 3 of 12 Population Analysis Criteria Window 1 Enter a description for the query in the Analysis name box and a description for the category group in the Group box 2 The various options to create your query are divided into sections Patient Criteria Transaction criteria Item Inclusion criteria Item Exclusion Criteria Restrict to another analysis 3 Each of the sections has tick boxes to the left of the criteria These determine whether the indicated field will be displayed in the result or not 4 Now we will deal with each of these sections in detail HELIX 335 HEALTH HEALTHone TM 5 1 DWH Analysis Builder Page 4 of 12 Patient Criter
113. ey Alternatively you can click on it twice with the mouse Try it e f you have permission to edit this item it will open otherwise a warning box appears 4 Click on OK to close the Item window or warning box Aggregate ltems These are items that have more than one container To see an example of these 5 Select the consultation transaction that occurred on the 23rd of February 1997 6 Observe the aggregate item blood pressure This item contains multiple results systolic blood diastolic blood HELIX 49 HEALTH Adjusting the Item Panel Display Notice that the Item Panel also has Column Adjuster bars 1 Point your mouse at the item column adjuster bars and drag to re size e Item information is hidden when the column width is made too small 2 Drag the item column adjuster bars back to approximately where they were That concludes our look at the HCR window Lastly we will look at the last line of the screen This is part of the HEALTHoneTmscreen and contains the Prompt Area you have observed this earlier and the Session Information Area Session Information Area This area of the screen displays information about the current source reminds you how you logged on Dr John Smith DEMO ONE Current User Name of Source Your name here 50 TiS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Closing a Patients File To close a patient s file y
114. f 19 Linking a prevention template to an alert In the configuration tool alert window you can link or un link an alert to a prevention template by clicking on the and below the list of templates via the right click 3287 Sb HEALTH menu or via the Combination Keys Ctrl L and Crtl U Within the patient file you can search for a prevention template after clicking on the button shown below The prevention template selection dialogue appears Triggering of the Alerts The alerts may be triggered either manually on opening the patient file after editing the file on closing the file or manually by the user at any time by clicking the menu tools trigger alerts or by using the Combination Keys Shift Ctrl F4 The alerts may be displayed by several means within HEALTHone 1 Asound may be emitted 2 Awritten notice may be displayed in the patient file A simple click in this notice will make the alert go away 3 A button appears in the patient file on the far right of the top of the medical side 4 The list of alerts may be displayed automatically HELIX 329 HEALTH HEALTHone TM 5 1 Plan of Action Page 16 of 19 Looking at the Alerts Click on the bell button in the patient file or use the Combination Keys Ctrl Alt A A dialogue appears containing the list of alerts When you close the dialogue the alerts are considered as read and do not appear the next time you open ihe file un
115. far more efficient than typing In short we encourage you to use the lists wherever possible 68 TS HEALTH The Term Dictionary OK now to continue with John Test 1 Click once on the Term Dictionary Button e Term Selector Window appears 2 Ensure that only the Leading and Synchronous options are checked 3 Type nec e List reduces to only terms beginning with nec 4 Select the term neck pain 5 Click on the OK button e Neck pain inserted as a response and the selector window closes The Permanent List John Test describes the pain as acute To record this we use the Permanent List 1 Click once on the Permanent List Button e Permanent List appears 2 Select the term acute press the RETURN key Acute sub list appears 3 Ensure that acute is still selected and click on the Insert button Item response now reads neck pain acute HELIX 69 HEALTH Selecting Deleting a Term A term selected from one of the lists is treated by HEALTHoneTm as a complete unit i e the term acute can only be deleted entirely not as individual letters a c ute 1 Press the Backspace key until the term acute is deleted e The ENTIRE term acute is deleted 2 Click once anywhere in the neck pain e The entire phrase neck pain becomes highlighted to indicate that it is selected To cancel a selection 3 Press the Right Cursor key to move the Insert Cursor away from the selected term e
116. figuration tab will now remain as a feature of the logon screen In the event of the network failing or a laptop not connected to the network the 2437 m EE HEALTH LOCAL configuration can be selected when required HEALTHone TM 5 1 HEALTHonetM ProceduresPage 14 of 19 Network Configuration Sharing Method Two Synchronising Configurations Technique 1 Start HEALTHoneTu 2 Click on the Synchronise Configurations button on the standard toolbar Illustrated opposite 3 The Define the synchronisation window appears Click the New button 4 Type a description for the destination source being synchronised with in the Key box 5 Click on the browse button to the right of the Destination config directory box HELIX HEALTH 249 n The Browse for Folder window appears 6 In the Browse for Folder window locate the network configuration set usually on the server Honewin Config Click OK O The config and drug directory boxes are completed 7 To synchronise now or in the future ensure the key required is selected and click on Synchronise button HEALTHone TM 5 1 HEALTHozeTM ProceduresPage 15 of 19 Synchronising Sources 2507 IR HEALTH Introduction A source contains a complete set of information regarding a practice including patient files billing information appointment information and user information Many practices will have secondary sources such as a laptop
117. from the email in box HEALTHone TM 5 1 HEALTHonetm ProceduresPage 12 of 19 Creating a Definition File To create a DXM definition file HELIX HEALTH 245 7 Click Finish The wizard closes and the new definition appears in the list Lab Display Styles These display styles are optional and were designed specifically for the HSE South East display original lab codes and Health link display fixed width font They are both accessed by clicking on the main menu Tools Options data Exchange module We have two new options here Lab transactions now can display the lab code and lab description by option The HEALTHonetm code remains mapped in the DXM mapping if there is a mapping Below is a screen shot of a lab result as seen in a patients record in HEALTHonetm The display opposite is seen if you have ticked the display original codes button above The text displayed is taken directly from the lab message You can at any time switch back to normal display below Schedule 2467 a IR HEALTH If this definition is to run ona regular basis it can be set to automatically occur according to the schedule defined on this screen HEALTHone TM 5 1 HEALTHoreTM ProceduresPage 13 of 19 Network Configuration Sharing Introduction A configuration is a collection of data such as sequences aggregates templates and general user settings Each installation of HEALTHoneTM has its own co
118. g of vaccinations these include O A built in database of vaccines that the user can easily maintain Allowing batch numbers and expiry dates to be edited as well as new vaccines to be added L A schedule for childhood vaccinations that HEALTHoneTm automatically tracks for due dates and received vaccinations from the date of birth O New population analysis reports specifically designed to analyse the childhood vaccinations schedule O The Patient Information Panel has a tab dedicated to vaccinations Overdue vaccinations appear in red and automatically activate this tab causing it to appear in front of the others The Patient Information Panel opposite shows four vaccinations have been missed and are overdue Due dates are automatically calculated from the child s date of birth Recording Non Scheduled Vaccinations The following method is used to record all vaccinations unless a childhood vaccination schedule is being used In cases where a schedule is being used for childhood vaccinations the method ChildhoodVaccination Schedules documented later should be HELIX 293 HEALTH employed Technique Recording a Vaccination 1 Open the patient s file and add click on the stethoscope icon a new medical transaction with a Type equal to Contact and the Name set to vaccination O A new medical transaction is inserted into the patients file 3 21 HEALTHone TM 5 1 Vaccination Techniques Page 3 of 1
119. ge 34 of 35 Conversion of Repeat prescriptions from 3 7 version ofHEALTHonetm Because we are using an entirely new drug database the IPU database as our pick list in version 5 0 we have to convert our 3 7 drugs which were entered using a different database the IDDF database There is no link between the two databases which would allow a direct translation of the IDDF drugs to the new IPU drug list However HEALTHoneT does have a list of all the drugs in each patients record and it can directly enter these drugs into the repeats window of the version 5 0 You can continue to prescribe these drugs from the repeats as you have always done with no effort on your part However these prescriptions will have no link to the new drug list and this will lead to some restrictions namely there can be no HELIX 177 HEALTH allergy interaction checking nor can HEALTHoneTM update the prices or other drug information for these drugs We therefore strongly recommend that you use the convert repeats button on the repeats panel of the PM so that HEALTHoneTM can attempt to pick a drug from the IPU list which is the same as that you have already prescribed These drugs are coloured orange in the new PM until they are converted Before conversion Drugs in yellow are from the IDDF database Drugs in white are from the private database After Conversion In this case all the drugs were successfully convert
120. h the names and details of the consultants you refer your patients to you should save them to the directory honewin dbf of your current HEALTHone configuration The following procedure assumes you have a dbf file in the honewin dbf directory Click on the main HEALTHone menu File Open Template Choose an existing template as an example say Quicklet cvs We will now enter a DBF field in the location indicated in the screen shot HELIX 349 HEALTH 1 2 3 HEALTHone TM 5 1 Mail Merge and Mail Shots Page 4 of 15 Using Database files DBF to enter Consultant s names to letters 4 Click on the button insert text blocks field The following window appears 5 Choose the DBF file that you require containing the list of all the consultants in your area Then Click on the choose fields tab This window allows you to choose the fields that will automatically be inserted to the final document when you execute it and choose your consultant see below HEALTHone TM 5 1 Mail Merge and Mail Shots Page 5 of 15 Using Database files DBF to enter Consultant s names to letters 6 You choose the field name and then click the key to copy it into the top window You can add free text e g a space between fields using the insert text 350l a Sb HEALTH box In this example we are going to add the consultants title first name and surname to the executed document in the place indicated a
121. he box to permanently delete the transaction or leave un ticked to only mark as deleted later re restorable if required Click OK Select transactions by status All Items Waiting Errors Deleted Select by date range Click the Period box first then select date range Select by name of file used to transmit the data Select by name of Dr who requested the data Select by HELIX 239 HEALTH definition file name used to receive the data Select by name of person who imported the data Select by Patient name Transaction Selector Column HEALTHone TM 5 1 HEALTHonetm ProceduresPage 10 of 19 Creating a Definition File To create a DXM definition file 1 Click on the Data Exchange Module Receive Box button on the HEALTHone toolbar O The definitions window appears with the current definitions listed 2407 ZIR HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 2 Click on the New button The definition file wizard starts and screen one appears 3 Click Next DXM Definition File Wizard Screen 1 Type the name of the laboratory here Select the collection service type here HELIX 241 HEALTH i e Diskette E Mail etc Select here the laboratory you are collecting from Contact HEALTH one if it is not in this list Enter here the location on the receiving computer where the collected data can be found Type he
122. he consultant has been recorded we now need to give her a letter For this we need to select the transaction which best describes her complaint Selecting this will make it the current transaction and the template will pick up its details and merge them into the referral letter that it creates The transaction which describes her complaint best is the second one in the medical section the first transaction is her basic medical information 2107 EE HEALTH 1 Select the transaction immediately beneath the basic medical information one by clicking on it once in the Transaction Overview panel O The selected transaction is now considered as the current transaction HEALTHone TM 5 1 CorrespondencePage 10 of 17 Using Templates Creating the Referral Letter 2 Now select the menu sequence Tools Run template O A box of templates appears O The quicklet template runs and a new letter is created and displayed in the text editor window See Fig 1 HELIX HEALTH 3 Select the template quicklet cvs and click on the OPEN button 211 4 Use the scroll bars to view the full contents of the letter 5 Use the editing techniques to enhance the appearance of the letter and alter its contents Printing Your Document To Preview Before Printing 1 Select the menu sequence File Print Preview or alternatively simply click on the print preview button on the Speed Toolbar 2 Click with the left mouse key to
123. he icon on the top left border indicates if this table should be printed with the prescription HEALTHone TM 5 1 Prescription Manager Page 24 of 35 Drug Information There are several ways to view information on any drug as supplied by the manufacturer 1 Click on the information icon on the top bar of the PM 2 Hit the combination Keys ALT Enter 3 Right click on the drug and choose the option product information 4 Click the Pill icon on the top right of the drug edit screen Prescription Manager prescribe by disease sets In the drug pick list window we can search for drugs by disease The principle here is that you define a prescription set for a particular condition and then you can prescribe the entire set of drugs in one shot to the active transaction 1647 Sy HEALTH The most obvious example for this is helicobacter In this case you would prescribe the 3 drugs in the normal way from the main IPU drug list to the active transaction You will have decided the dosages while prescribing Below we have prescribed 3 drugs to the active transaction for helicobacter If we select all 3 and right click we can see two new menu items add to drugs by disease and send to disease Once you have created your own new disease label you can add any number of drugs to this disease set for later prescribing the entire set in one shot Now you can choose the drugs by disease list i
124. he list and click the Execute button 6 To analyse the entire patient register Short Cut Shift F7 Click once on the Analyse Population button on the HEALTHone Toolbar Select the analysis type Template or Database by clicking on their respective tabs Now select the analysis required from the list displayed and click the Execute button 7 8 To create a grid analysis Open the file of the patient to be analysed Activate the grid analysis window by clicking on the Display as Grid button on the HEALTHonetM Toolbar Now decide on the type of grid analysis required and click on the appropriate button in the grid analysis window HELIX 133 HEALTH Growth Analysis Audiometric Analysis Grid Analysis If you select a grid analysis the grid selector window will open Now select the grid analysis source Grid Aggregate Sequence Select the analysis required from the list Click OK 14 To change between grid and graph Select the grid analysis as required Click on the appropriate button illustrated 14 To change graph types Select the grid analysis as required Click on the appropriate button illustrated 14 HEALTHone TM 5 1 Analysing Patient Information Page 19 of 19 Own Notes 1347 Sy HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HELIX 135 HEALTH HEALTHone TM 5 1 Prescription Manager Page 2 of 35 Introduction The Prescrip
125. he transaction view above we have added a comment to 4 transactions Haemoglobin ECG 24 hr BP monitor and Dexa scan We can now filter the transactions on for example dexa scans so that we can more easily look up all transactions containing dexa scans Although we can enter free text directly to the item comment it may be more useful to create an associated list that we can consistently use for specific purposes We can do this by using the configuration tool Note We now also have the possibility to use any HEALTHonetTMterm in the list of transaction names HEALTHone TM 5 1 Miscellaneous features Page 10 of 11 374a Se HEALTH Let us now open the configuration tool and have a look at how to use an associated list with the transaction comment First you need to create a new associated list You can use any item for this list However we suggest you use an item that you do not use for any other purpose There is no need to use the HEALTHoneT item comments for the purpose but you may of course do so if you wish You should remember though that the item you use will have this list in the normal HEALTHonerT item associated lists In the example below am have attached an associated list to the item comment measure Click on the menu item action assign list to transaction comment Open a patient record in HEALTHonetM and create a new transaction Click on the drop down arrow ne
126. his manual is copyrighted C 1987 2008 and all rights are reserved by SSSL The document may not be copied photocopied reprinted translated reproduced or transmitted in whole or in part without prior consent in writing from SSSL except where the copy is to be used by the purchaser or transferee for the purpose of utilising the software more efficiently SOFTWARE USE Only one copy of this software may reside and be used on a single machine at any one time Modification is expressly prohibited The software may only be copied for the purpose of backup for archival purposes but may not be distributed or lent to a third party except under the terms of condition 4 below The software cannot be lent leased HELIX 3 HEALTH rented or otherwise transferred to another user except under terms of condition 4 below SOFTWARE TRANSFER The software may be transferred to a third party provided all copies and the originals are transferred in the process and that the third party is shown and accepts these conditions Without such a transfer the third party will not be authorised by SSSL to use the software and will be in breach of the copyright of the software In such a case the purchaser will be held responsible for any loss or damage suffered in accordance with condition 6 below UPGRADES You are only entitled to upgrades of the software if you are properly licensed to use the software and provided that you have a valid support co
127. ia From this section we can choose to search from any or all of the three criteria Age Sex and Display 1 Age We can choose patient of a given age an age between X and Y Greater than gt X or Less than lt Y We can choose here whether to display the age in the final result or not by ticking the box 2 Sex Choose either all male or female 3 Display Here we decide what fields we want to display in the result The choices made here will always display as well as those fields you may tick in relation to specific fields that you otherwise choose in your analysis The Possible fields that you can display here are those available in the patient selector In this particular analysis we are making no choices from the patient criteria Therefore we are choosing all our patients as a base for the extracting our information 3367 Sb HEALTH Transaction Criteria 1 Chapter Here we can choose between Administrative Chapter and Medical Chapter This criterion is rarely necessary and should generally be ignored 2 Date here we can choose between all transactions transactions done aftera particular date greater than transactions done before a particular date Less than or transactions between two dates You specify the dates in the columns to the right of the screen 3 Type Here we can choose the name of the transaction as displayed when creating a new transaction in HEALTHomeTM In
128. ification Administrator Titenis Full contens Di dobySmih DEMO ONE 1547 12 fam HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The Transaction This is simply the general name given to any page in the Health Care Record Whenever a new page is required in the patient s HCR we simply insert a new transaction When a new medical transaction is created it will appear in the Transaction Panel underneath any existing medical transactions these are listed in date order Look at the next illustration Our patient visited once again and we recorded this in his her HCR by the addition of a medical transaction The technique of inserting a new transaction is explained in a future session The new transaction appears as a new page in the medical chapter Fig 4 Medical Chapter Transaction Three A Further Consultation HEALTH one 2009 aa Fle ER HOR met View Analysts Tools Window Heb D i 5 Gon Qag g3 x e HOS 1g t 0 k k s lj aso FW i ij McDonnell John 21 06 1977 M 32 Years GMS n 12341228 Blepeated drag Alergy Trends Medcal t ansaction g ng 0 00 Apgormmert isowo e giea ropa poblem 0110712009 3 Years Consultation Gereral oracios Or Admin Admin Insert a transaction Fal contents Er Admin admin SOURCE 3rd Medical Transaction Selected HELIX 13 HE
129. il you obtain a result Remember to reselect the execute button to reanalyse each time the values are changed O Analysis produces a results grid sample in fig 3 below Processing The Analysis Results Once you have produced a result from a database analysis you can Simply view it on screen Produce a report of the results Export the results to another product Viewing Results You can control the grid display in the following ways Viewing Results Maximise The Window Click on the centre button of the window control in the top left hand corner of the window Viewing Results Adjust The Width of A Column 1137 Sa HEALTH Drag the column adjuster bar on the right of the column title to alter its width See fig 3 above Viewing Results Hide A Column Drag the column adjuster bar on the right of the column title to the left to hide the column name See fig 3 above Fig 3 Sample result grid of Patient Seen Analysis Column Width Adjuster Bars Row Height Adjuster Bars Ctrl Drag Column Name to Reposition HEALTHone TM 5 1 Analysing Patient Information Page 11 of 19 Population Analysis Database Analysis continued Viewing Results Viewing Results Reposition A Column Hold down the Ctrl key and drag a column by its title area to the left or right to reposition it See fig 3 above Viewing Results Adjust The Height of All Rows Drag any row adjuster bar on the left of the grid to alter
130. ily file view it and edit it while the original file remains open and available for further data entry ii You can view the amount of money owed by each family member and the total owed by the family HEALTHone TM 5 1 Miscellaneous features Page 6 of 11 3 Refer transaction This function is only available if you use the Multi user Appointments Multi User appointments are described elsewhere However it is enabled by checking the relevant box in the HEALTHoneTM main menu item tools options appointments You can refer the current transaction to another team member by clicking on the refer transaction icon on the toolbar at the top of the right hand panel of the medical section of the open patient record When you click on this icon the following dialogue box opens Now double click on the recipient a further dialogue will appear 3 0T HEALTH When you click on save and exit you return to the patient file The message then appears in the multi user appointments messages section in Dr Mary s inbox When Dr Mary sees the message she can go directly to the patient file and the relevant transaction with one key stroke 4 Insert prevention template The use of the prevention module including prevention templates is described in the section on action plan However you can insert a prevention template at any time from within the patient record by clicking on the ico
131. in the item comments box 5 If necessary click the expand button to view the item attributes Check the Date of event box and type the name of the vaccination refused in the comment box Click OK to save item 6 Right click on the item and select Display Comments from the pop up menu New Method If a childhood vaccination schedule is being used 1 Select the refused vaccination in the Vaccine tab of the Patient Information Panel 2 Click on the Refusal button on the Vaccine Tab toolbar Refusal Reporting See next heading Childhood Vaccination HELIX 305 HEALTH Recalling Reporting Refusal Button HEALTHone TM 5 1 Vaccination Techniques Page 11 of 15 Childhood Vaccination Recalling Reporting The population analysis reporting is used to produce reports regarding childhood vaccinations The choice of report depends on the method used Former method Not using a vaccination schedule and specifying the recall date in the plan of action item New method Using the Childhood vaccination schedule Technique 1 Close and save any open patient files 2 Select the menu Analysis Population analysis Short cut Shift F7 3 Click on the Database Analysis tab 4 Expand the Vaccines section 5 Select and Execute reports as required 3067 Sy HEALTH Reports for the Former method If you are using the former method of recording childhood vaccines use the following report to list
132. inserted into the file usually today s date and the Start date is the date the problem started this could be some years earlier 9 Save and validate the Basic Medical Information transaction O The problem now appears in the active problem window of the Problem Panel Linking a Transaction to a Problem A problem must first be declared as described above before it can be linked to a transaction Linking a New Transaction Whenever you insert a new medical transaction into a patient s file HEALTHone displays its properties window Problem is one of the attributes in the transaction properties window and all the declared problems for the current patient are displayed there Fig 3 2 shows how the properties window may appear for a patient that has a number of problems declared HELIX 267 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 1 Click on the box opposite the problem to be linked to place a tick inside it 2 Complete the rest of the transaction properties and click OK 3 2 HEALTHone 5 1 Problem Orientated Medical Records 2637 HEALTH Page 5 of 7 Linking an Existing Transaction To link a previously created transaction to a problem you need to view its attributes by opening its properties window To do that 1 Open the patient s file and click once on the transaction in the Transaction Panel to select it 2 Click on the attributes butt
133. isplay and others are too narrow The width of each column can be altered by dragging the adjuster bar to the left of its heading HELIX HEALTH 29 Column Adjuster Bars Adjuster Icon v first name date of birth DONAL 20 03 88 TEST AGED 3 male 25 02 96 ICCT IOLI zasla 11 0512 When you place the mouse cursor on an adjuster bar it will change shape to the p Adjuster Cursor Now drag left to reduce the column width or right to increase it 1 Experiment with adjusting column widths to achieve the approx appearance as illustrated below frst name th__addiess of patert GMS number ref 1 DONAL 14 LOWER MOUNT STREET PP HILL VIEW FORREST VIEW 4414Arnu CT Selecting an Existing Patient 1 If the Surname filter is not currently selected insert cursor flashing click once in the white box above the column name Surname filter is now selected 2 Type a T The list of patients reduces to display only those whose surname begins with T 3 Type an e The list of patients further reduces to display only those whose surname begins with Te Select John Test in the patient list Click on the Select button The Health Care Record HCR for John Test opens 30 Fazil 4 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd e APPOINTMENTS 1 You may have noticed in fig 2 1 the Appointments tab This is where you access the appointments module See the App
134. isplays the value of each occurrence in the patients HCR Active Item Analysis 103 Sy HEALTH For this we will use the aggregate item Blood Pressure This is very handy when you would like to see at a glance previous pressures 1 Select the consultation of the 24 10 1994 by clicking on it once in the transaction overview panel 2 In the HCR Transaction Detail panel click once on the bold print item blood pressure 3 Now click on the Active Item Analyse Button O Active Item analysis window opens and shows all blood pressures recorded in the file Fig 1 HEALTHone TM 5 1 Analysing Patient Information Page 4 of 19 Item Analysis Active Item Analysis HELIX 109 HEALTH 4 Experiment with selecting different options in the display filter 5 Close the analysis window by clicking once on the cross in its top right hand corner Any Item Analysis This analysis does not require the item that is to be analysed to be pre selected 1 Click on the Any Item AnalyseButton on the HEALTHoneTm AnalysisToolbar 2 Type wei in the Item find box Select the item weight 3 Click OK O Item Analysis weight window opens and displays results 4 Close the Item Analysis window Fig 1 Active Item Analysis Window Aggregate Item Blood Pressure Analysed Display Filter 1107 Sy HEALTH HEALTHone TM 5 1 Analysing Patient Information Page 5 of 19 HCR Analysis This is a more complex analysis of
135. it and press Ctrl E To adjust the width of the Transaction Panel Drag the panel width adjuster bar To view the attributes of a transaction Select the transaction required Now click on the transaction Attributes button on the Transaction Panel toolbar To close a patients file Select the menu option File Close HCR To close HEALTHone Select the menu option File Exit HELIX 53 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Own Notes 54 Halil HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTHone A Patient Visits HELIX 55 miza n Transactions amp Items In this session we apply some of the techniques learnt so far Our patient John Test has visited the surgery complaining of a painful lump on his neck We assume that he is the first patient of the day and you have not yet started the HEALTHone program Starting the Program and Logging In Start the HEALTHone program and login e HEALTHone opens and the Patient selector window appears If you are unsure about starting HEALTHone and logging in refer back to the beginning of the previous session Opening John Test s Health Care Record We practised this in the previous session 1 If the Surname filter is not currently selected cursor flashing click once in the white box above the Surname column heading e Surname filter is now selected 2 Type Te
136. ive therapy o SHIFT CTRL H for History o SHIFT CTRL L for the last prescription Note The repeat prescriptions are saved to the Basic medical Information transaction and are visible at all times from within the patient file from the VIEW tabs HEALTHone TM 5 1 Prescription Manager Page 8 of 35 Allergies and Adverse reaction to Medication Panel This panel displays any adverse reactions to medications and allergies Normally HEALTHoneT stores all drug allergies in the item Adverse reaction to medication and stores this item in the basic medical administration transaction By convention we use the allergy item to store non drug items such as house dust mite etc We will describe how to insert adverse reactions later HELIX 143 HEALTH Current Prescription Panel This panel displays all the drugs prescribed in this session or if you open an existing transaction any drugs prescribed in that transaction The toolbar at the top of this screen shows the following 1 Number of drugs prescribed in this prescription set 2 The Date of the prescription 3 The total price of all drugs in this set 4 Drug take this is the schedule for the patient and can be printed here 5 Next prescription set in the transaction See later for details of this 1440 Sb HEALTH HEALTHone TM 5 1 Prescription Manager Page 9 of 35 Prescription Technique Prescribing and printing an acute Drug The
137. l Structure As is Problem None 3 Click on the OK button 0 New transaction is completed and appears at the end of Sarah Tennant s medical chapter HEALTHone TM 5 1 CorrespondencePage 9 of 17 Using Templates Inserting the Referral Item 1 Click once on the ItemSelector button on the Item Panel Toolbar O The Item Selector window opens Type Ref in the Item Find box Item list reduces to those that begin with Ref HELIX 209 HEALTH lJ N 3 Select the item referral Click on OK L The Item Referral in inserted into the new transaction and its associated list box opens 4 Ensure the term Hospital is selected Click on the Insert button Select any hospital from the sub list Click the Insert button once more n The terms Hospital and its name are entered as a response 1 The Referral Item window is still open 5 Click once on the Associated List button to the right of the blue book 0 Associated list re appears 6 In the find box type R Select the term respiratory medicine in the list Click on the Insert button Select respiratory function tests from the sub list Click the Insert button once more Click Close to close the associated list box 7 Click OK to close the referral item edit box 8 Save and validate this transaction by click on the diskette button on the HEALTHonetTmstandardtoolbar Creating the Referral Letter Now that her referral to t
138. l location it will be necessary to keep different sources synchronised together HEALTHone provides a wizard to make this a straight forward task Firstly both sources must have been 2837 m EE D HEALTH subscribed to in HEALTHone The subscribing of sources is part of the installation procedure See session eleven for details on this Secondly you must have the rights to perform this action if not see your system administrator 1 Login to anyone of the sources to be synchronised 2 If you wish to synchronise only selected patients select them now in the Patient Selector 3 Click on the Synchronisation Wizard button on the HEALTHone toolbar r The Synchronisation Wizard window appears 4 The first screen is just informative click Next n The next Wizard window appears The next screen prompts to synchronise the all or selected patients hoose whatever is appropriate Click Next The next Wizard window appears Click on the Select Source button and login to the source to be ynchronised with The wizard window should now have two sources declared Firstly the one you initially logged on to and secondly the one you just selected See fig 10 13 oo AO HELIX 289 HEALTH HEALTHone TM 5 1 Managing Patient Files Page 4 of 5 Managing Patient Files Synchronising Patient Files 7 Select the direction of synchronisation or select both directions as required See
139. lbar illustrated opposite The Grid Analysis Window opens HEALTHone TM 5 1 Analysing Patient Information Page 124in IB HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 14 of 19 Grid Analysis The Grid Analysis Window opens Technique continued O Select the source required Grid Sequence or Aggregate Item by clicking on the Grid Analysis Source Selection Button The Grid Selector window opens HELIX 125 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Growth Analysis Chart Button Grid Analysis source selection button Audiometric Chart Button Magnify View Button Filter Button Display Mode Buttons 1267 Sa HEALTH Graph or Table Graph Type Buttons Type here to locate an analysis Select analysis required here Select analysis source here Detail of which items will be analysed displayed here Click here to restrict the analysis to a date range HEALTHone TM 5 1 Analysing Patient Information Page 15 of 19 Grid Analysis O Select the required analysis r Click on the Select Period box if you wish to restrict the analysis to a date range O Click on the OK button to activate O If the Select Period box was selected complete the date range as required The results are initially displayed in tabular form in the Grid Analysis window You can now O Filter the results O
140. le click it If the template contained the field destinator these names will be saved to the patient file also under the item document sent to Note Please remember that when you execute a mail merge template the Mail Merge fields will not be immediately executed You have to click on the merge button after executing the template HEALTHone TM 5 1 Mail Merge and Mail Shots Page 12 of 15 Sending a mailing to a selection of patients 3537 Sb HEALTH You can choose the recipients for your letter from several lists within HEALTHone O The Patient selector n The Action Plan tab in the patient selector n The result window of a DWH analysis 1 The relevant billing summaries In this example we will do a DWH analysis to find all males over 50 who have not hada cholesterol check in the past 12 months The details of creating DWH analyses are described elsewhere This is the DWH screen with the analysis defined Click on execute and you get this Now we can highlight this list and send a letter to each of them personalised Click the highlighted button and each of these patients gets a plan of action automatically You can now create a Mail Merge Document from the Action Plan tab in the Patient Selector You can also do this directly from the DWH analysis result screen HEALTHone TM 5 1 Mail Merge and Mail Shots Page 13 of 15 HELIX 359 HEALT
141. less you declare otherwise by un ticking the Hide read alerts In this case the read alerts will be in italics to differentiate them from unread alerts The button allows you to deactivate an alert In this case this alert will not appear for any patient file in the future You can re activate the alert by going into the configuration tool alert function see above The button allows you to manually insert from within the alert notice a prevention template linked to an alert If however a prevention template is not linked to the alert this button will not appear in the alert notice When you click on this button a menu appears from where you choose from a list of prevention templates You can choose one or all of the templates The templates already inserted and the invalid templates will be greyed out and you will be unable to insert them Note If all the templates linked to an alert have already been inserted to 3307 Sy HEALTH the patient file this alert will not be triggered The alerts that are not linked to any prevention template will themselves always be triggered HEALTHone TM 5 1 Plan of Action Page 17 of 19 Options The Plan of Action functions may be customised in the options menu main HEALTHone menu tools Options Action Plan Default values O Default Frequency The frequency with which the actions are repeated O Default realisation item The item name used to indicate that an
142. line of text Press the Backspace key e Text deleted The Item Dialogue Box Term Lists HEALTHonetn is designed to keep the amount of typing necessary to maintain a patient s record to a minimum This is achieved by selecting terms from various sources and supplementing these with typing if necessary The three most common sources of terms are The Term Dictionary A complete list of terms known to HEALTHoneTm The Associated List A list of terms related to the current Item The Permanent List A list not related to a specific item that expresses degree intensity size etc as opposed to a particular complaint HELIX 67 HEALTH To display a list you click on its illustrated button on the Item dialogue box toolbar Term Dictionary Button Associated Permanent Book Icon List Button List Button There are a number of good reasons to use lists as opposed to typing Firstly It saves you time because it is quicker to choose a response from a list than type it yourself Secondly It s easier there is no need to remember the spelling of complicated medical terminology Thirdly It is more consistent you are more likely to express a condition in a similar manner using terms from a list as opposed to typing a response This can become very important when analysing your patients later and locating occurrences of a particular illness or condition Using the lists takes a little effort at the beginning but very quickly becomes
143. located in the directory honewin dbf If you want to use an MS access database you should also choose the table that contains the fields you require 5 The dialogue displays the available fields in the selected database Simply select the field you require and press the OK button If you require more than one field press insert The Mail Merge fields are entered to the template as MailMerge 3527 Sb HEALTH 6 Repeat the operation to add more fields Only one external file is used you can t change the database file to insert a second field HEALTHone TM 5 1 Mail Merge and Mail Shots Page 7 of 15 Note You can always change the format of the field for example the font colour etc Inserting the field Carbon Copy When sending a letter to several people it might be good practice to include all the recipients as CC This can be done easily Click on the down arrow next to the Mail Merge icon and choose Insert carbon Copy field Double click on the fields you want to include in the carbon copy field You can also add free text here Click OK The formula above contains the consultants name and Hospital HELIX 353 HEALTH Insertion of destination field to the patient file HEALTHone can remember the names of the people that the letter was sent to and save this information into the patient file To do this you must add a destinator field available in the same drop
144. m into this transaction for John Test we would normally click on the Item Selector Button on the Item Panel Toolbar however HEALTHonetTmwill automatically assume you are searching for an item as soon as you type It will also display the dialogue box with the list filtered on what was typed 1 Type an o The Item Selector dialogue box appears with the items beginning with o already displayed When you are familiar with HEALTHoneT you will realise that this is an advantage because it saves you time however at first it can be confusing 2 Click once on the Cancel button The Item Selector dialogue box closes More Items Inserting the Objective Findings Item 1 Click once on the Item Selector Button on the Item Panel Toolbar 2 Type ob in the Find Box Item list reduces to those beginning with ob 3 Ensure that the Item objective findings is selected and click once on the OK button e The Item objective findings is placed into the transaction detail panel and its associated list box opens automatically The term we require is not in the Associated List but in the Term Dictionary 76 Halil ba HEALTH 4 Click on the Close button to close the Associated List dialogue box or press Esc 5 Click once on the Term Dictionary Button e Term dictionary now appears 6 Type seb in the Find box and select the term sebaceous cyst click on OK e Term sebaceous cyst entered as a response a
145. m the IPU list to your formulary for inclusion You do this by choosing the drug from the main IPU list right clicking on the drug and clicking send to search form practice formulary You can do the same thing from the repeats window and from the active transaction window In this way you build up a list of preferred drugs that suits your own practice HELIX 173 HEALTH HEALTHone TM 5 1 Prescription Manager Page 32 of 35 The prescription Manager Options Summary The prescription manager options can be accessed either by the HEALTHoneTm main menu item Tools Options Prescription Module OR By clicking the button in the main bar of the prescription manager 1 Search on any part of the drug name If this is ticked the default then when you type some letters when searching the IPU list these letters need not be the first few letters of the drug but can be found anywhere in the drug name Note Even with this option unchecked if you put a space before the first letters of your search you will get a wide search i e it will act the same as if you had the option ticked 2 Search on empty value If this is ticked the IPU list is loaded when you open the PM Thus you will see some of the first drugs in the list before you type anything If this is unchecked the list remains empty until you type something This should make for quicker opening of the PM because the list does not have to be loaded until yo
146. most common type of act for example consultation The default act can be overwritten with any other when it is not correct This is to save administration time 1 Click on the Act Editor button on the Billing Panel Toolbar See fig 3 3 above 2 In the Act Panel select the Act to be set as the default by clicking once on its Edit Select button Now select the menu Option Default act n The selected act now appears in bold in the Act Panel Amending Acts From time to time it may be necessary to amend the details of an act for example when costs get reviewed 1 Click on the Act Editor button on the Billing Panel Toolbar O Act Editor window appears 2730 IR HEALTH 2 Locate the act to be edited if there are many acts use the search box type sufficient text of the act description to find the one you require O List of acts synchronises with the text typed in the Search box 3 Amend the act details as required 4 Click once on the Edit Select button to the left of the new act Click OK to save changes when prompted 5 Select the menu File Close to close the Act Editor window Charging Acts to a Patient s Account 1 Open the patients file 2 Click on the Billing Panel tab above the Item Panel to reveal the Billing Panel O The Billing Panel now appears See fig 3 3 3 Click on the Insert Act button or press the Insert key O A new act appears in the Billing Panel If you had set a defaul
147. n Now Appears in the active Problem Panel Recording Non Medication Related Allergies To record allergies which are not related to medication such as Gluten Cat Hair etc we use the item allergies Allergic reactions to medication are recorded by using the Drug Module The technique is fully described in the Prescription Manager chapter Inserting a new Item 1 Ensure that the item problem is still selected Now click once on the Item Selector button on the Item Panel Toolbar Item selector window opens 2 Inthe Find box type all All items names beginning with all are listed 3 Select the Item allergies in the list Click OK Item allergies is inserted and automatically opens the associated list 4 Select cat hair from the associated list 5 Click on OK to close the item 6 Ensure the allergies item is still highlighted and press the equals key once e New allergies item created HELIX 101 HEALTH Select dog hair from the associated list Set the Display mode attribute to Content Right Click on OK to close the item 10 Ensure the new allergies item is still highlighted and press the equals key once more 7 8 9 e A third allergies item created Recording Non Medication Related Allergies Using the Term Dictionary The Term Dictionary was mentioned in session three We use it whenever the associated list does not have the term we require Sarah has a gluten allergy
148. n Panel Menu Appears 2 Select the Filters option in the menu Select Lab Results Just Lab Result type transactions are displayed 3 Repeat steps 1 and 2 and experiment with different selections of the Transaction panel filter 4 Set back to Full contents HELIX 43 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Filtering Transactions by Problem Filtering Transactions by Problem Active problems Inactive HEALTHone can be set to only display the transactions that relate to a particular problem listed in the Problem Panel hypertension The technique is similar to the filter method just discussed however after Right clicking the mouse in the Transaction Panel you select Filtered on problems see Fig 2 4 instead of Filters Now click once on the required problem in the Problem Panel KS Administrative chapter LEJ identific Dr Rory O Dri 28 09 92 12 00 Medical chapter HW consul Dr Bernie OT 28 04 94 14 05 B consuli Dr Rory O Dri 30 05 95 12 24 ie consul Dr ri 21 019 Transactions displayed are those that relate to the problem Exactly how HEALTHone achieves this will be discussed later To cancel and return to normal view Right mouse click again and re select Filtered on problems John Test s file has been set up to illustrate this point 1 Right mouse click anywhere in the Transaction Panel
149. n item Click once on the blue book on the item dialogue box toolbar or type Ctrl T To re display the associated list when editing an item If an item has an associated list it will automatically open when the item is opened for editing To re display it once closed click once on the associated list button on the item dialogue box toolbar or type Ctrl A To display the permanent dictionary when editing an item Click once on the permanent list button on the item dialogue box toolbar or type Ctrl P 82 Hali HEALTH To navigate an associated list If the term required has no sub list of its own simply press RETURN to include it as a response If the term has a sub list of its own you can Press RETURN include term and display sub list Press right arrow to exclude term and display sub list Click on the term with the Right mouse key to display a menu Now click on SELECT to include the term without displaying the sub list Press left arrow to return to the term from a sub list Repeat an Item Select it and press the equals key Save a patients file Select the menu sequence File Save HELIX 83 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Own Notes HERE a new patient on PDF 34 Hali HEALTH Creating A New Patient Health Care Record In this session all the techniques needed to create a file for a new patient will be discussed We assume that you have not
150. n on the toolbar at the top of the right hand panel of the medical section of the open patient record HEALTHone TM 5 1 Miscellaneous features Page 7 of 11 When you click on this icon the following dialogue box opens The actual prevention templates are user defined and can be created in the configuration tool This process is described in the section on the action plan 5 Display all the patient data in chronological order This is an extremely useful new function in HEALTHoneT version 5 0 It allows you to view the patient s entire file in one page that you can HELIX 371 HEALTH scroll through You can easily search all the data for any text you like You can access this feature by clicking on the icon display all data in chronological order which is on the main HEALTHone toolbar When you click on this icon you are presented with the following screen You can now search all the data in the patient record simply by typing some text in the search box HEALTHone TM 5 1 Miscellaneous features Page 8 of 11 You will see all the instances of the searched for text including the dates involved This can be extremely useful for finding any information you wish in the patient s file 6 Transaction Naming HEALTHoneT has always used an associated list with the transaction name to distinguish between different types of transaction For example consultation visit at home drug pre
151. n set to always validate transactions then all transactions including the not found are set to an initial status of waiting Only when an attempt is made to integrate the transaction will a dialogue box appear requesting your choice of action Validated icon HELIX 233 HEALTH Viewed icon 4 4 HEALTHone TM 5 1 HEALTHonetm ProceduresPage 7 of 19 Managing DXM Errors Automatically Create a New Patient File Initially this may seem the most sensible thing to do however labs do make mistakes and the problem could be that the patient s name has simply been spelt incorrectly Mark the Transaction as Not Found With this setting the transaction will appear in the DXM INBOX as Not Found Now there are two possibilities The patient genuinely does not exist The patient does exist but their name has been spelt in correctly In all cases 1 Select the transaction and then click on the Correct DXM menu button illustrated opposite r The DXM Correct Identifiers window appears In it is listed all 2347 HEALTH patient s that nearly match the not found one If the Patient Does Not Exist 2 Click on the Correct Identifiers window new button O The patient file is created 3 A prompt appears to confirm creation Click OK Now go to step 6 If the Patient Does Exist 2 In the Correct Identifiers window click on the patient file that the transaction is to be integrated into and click the Select bu
152. n the Item Panel Toolbar illustrated on the left 1 Click once on the pneumonia medical history item to select it Click once on the Item Panel Toolbar Attributes button e Attributes for the selected item appear Item attributes Attribute Value Name medical history Content pneumonia 2 Close the Attributes window by clicking once on the button e Windows closes 98 HELIX HEALTH Completing the Basic Medical Information Surgical History 3 Open the Surgical history item for editing Select appendicectomy from the associated list Do not close the item yet 4 Set the Date of Event attribute to 01 07 1992 5 Click on OK to close the item Family History 6 There is a history of Heart Disease in the family Open the family history item and record this by selecting the appropriate term from the associated list and close the item Completing the Basic Medical Information Tobacco 7 Open the tobacco item for editing Select cigarettes from the associated list Then type 20 p day 8 Click on OK to close the item Alcohol Consumption 9 Openthe alcohol consumption item for editing Select social from the associated list Then type 8 units week 10 Click on OK to close the item Blood Group 11 Open the blood group item for editing Select A neg from the associated list 12 Click on OK to close the item HELIX 99 HEALTH Health One Version 6 0 User Manual Copyright
153. n the same way as you choose brand generics etc and prescribe from there HEALTHone TM 5 1 Prescription Manager Page 25 of 35 Note that if you have defined a default item for drug sets in tool options and if you enter a content into this item in HEALTHoneT that has a corresponding disease set in the PM this drug set will be automatically proposed HELIX 165 HEALTH when you open the PM as opposite Now you can prescribe this drug set to the active transaction and all the drugs will be prescribed Note the edit screen will open for each drug if you simply drag the disease If you hold the CTRL key down while dragging the drugs will be prescribed directly if a dosage has already been assigned This behaviour is exactly the same for normal prescribing Ctrl_Enter or Ctrl_drag prescribe directly if dosage defined Management of allergies adverse reactions to medications The prescription Manager allows you to define both allergies and adverse reactions to medication If you define either of these from the drug list then HEALTHoneTM will display an alert if you try to prescribe them By convention the Irish users have adopted the use of the item Adverse reaction to medication as the way to declare a drug allergy We use the item allergy to define an allergy against a non drug item such as cat hair house dust mite etc However using either of these methods in
154. nal In the case of liquids or topical medications you should also fill in the pack size units boxes HEALTHone TM 5 1 Prescription Manager Page 30 of 35 Editing of a private drug Click the button to edit the selected private drug The same edit dialogue box is opened and you can change any of the information Deletion of a private drug Click the button to delete the selected private drug IMPORTING PRIVATE DRUGS FROM 3 7 versions of HEALTHoneTM You can import all the existing drugs from you own private database To do this you HELIX 171 HEALTH use the command import private database from the main HEALTHoneTM menu The following screen then pops up to allow easy import of the database HEALTHone TM 5 1 Prescription Manager Page 31 of 35 Prescription Manager Practice Formulary Practice formularies can be defined in the prescription manager options window The Prescription manager options can be accessed by clicking on the main 172in IB HEALTH menu tools options prescription manager OR alternatively direct from within the prescription manager by clicking on the button Below is a screenshot of some of the prescription manager options We have three user defined formularies These can be named as you wish However the first formulary is named practice formulary by default Once you have set up the practice formularies in the tools options menu you can send drugs fro
155. nalysis The Standard Toolbar The Analysis Toolbar Amama Open Save Help HCR or HCR or Selector File File Button le n a cB i e ai a Wy a Og sg Create New Print Like menu options toolbar buttons will HCR Item File Current become inactive if they are not relevant or Transaction Document to what you are doing HELIX 37 HEALTH To find out what a particular button does you simply place the mouse cursor on it and an explanation of its function appears in the prompt area at the bottom of the HEALTHoneTm Window Wait a few seconds and its name will appear underneath your mouse cursor ED i Act Tem lems diannnsie 1 Point your mouse at different buttons on the toolbars and observe the prompt area at the bottom of the screen Prompt area text describes button functions Note The toolbars can be locked by default so they can t be dragged into awkward positions To do this click on the menu item tools options and tick Lock the toolbars 38 Halil ya HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The Transaction and Item panels also have own toolbars Transaction Panel Tool Bar Transactions Create a New Medical Transaction Administrative transaction Biling Item Sequence Aggregate Create a Selector Selector Item Prescription Selector Item Panel Tool Bar We have indicated the function
156. nant s current transaction should now appear as illustrated below in Fig 2 HELIX 215 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Save and Validate this transaction by selecting Save from the File menu Close Sarah Tennant s file Exit HEALTHoneTm Fig 2 Sarah Tenant s Current Transaction Archived document completed HEALTHone 216i IR HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd TM 5 1 CorrespondencePage 14 of 17 Scanning pictures in HEALTHonet To scan within HEALTHoneTM we use a program called Irfanview This is available on the HEALTHonern installation CD To Install Irfanview HELIX 217 HEALTH Insert HEALTHonetn installation CD It will open an installation screen automatically Click on Cancel Open My Computer Right click on the CDROM drive and left click on explore Open the directory called Irfanview Double click on iview392 exe to install Please note the setup screen contains an option to install eBay shortcuts and toolbar This is not necessary for the installation of Irfanview so you may un tick these if you wish After Installation of Irfanview you should double Click on the file called Irfan_ini exe also found in the Irfanview directory on the CD After installing Irfanview you must link Irfanview to your scanner driver To do this open Irfanview click on file select twain source
157. ncy of the action to be carried out there after You use this only if HELIX 315 HEALTH you wish to repeat the action at a given time interval into the future You can also say here how many times you want to repeat the action into the future HEALTHone will then automatically ask you do you want to carry on with the plan when the number is up 3 Whether you require a reminder to appear in the patient file when you open the record 4 Who is responsible for carrying out the plan 5 What item name you would like to use when you declare the action as being done These are all configurable Now when you open the patient file all her planned actions are visible in a new tab next to the billing tab in the medical section of the file This is how the item will be entered in the patient file And when you click on this tab you see a list of planned actions for this patient You can also plan an action using any item in HEALTHone If the item 3167 Sy HEALTH is in the file you can right click and choose plan the action from the menu or hit the Combination Keys CTRL L Viewing the action plans A In the individual patient record You can click on the action plan tab and see any actions that have been planned These can be filtered by clicking on the filter button as below HEALTHone TM 5 1 Plan of Action Page 4 of 19 B Viewing the Action Plans for the entire patient population We now have a ne
158. nd the dictionary closes We will now supplement this term with additional text 7 Type 2 x 2 cm e Response now reads sebaceous cyst 2 x 2 cm 8 Click on the OK Button to complete this Item e Transaction detail Panel now has two items entered Inserting the Assessment Item 1 Click once on the Item Selector Button on the Item Panel Toolbar 2 Type as in the Find Box Item list reduces to those beginning with as 3 Ensure that the Item assessment is selected and click once on the OK button e The Item assessment is placed into the transaction detail HELIX 77 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd The Assessment Item does not have an associated list 4 Use the Item Dictionary to enter the term sebaceous cyst asa response 5 Type back of 6 Use the Item Dictionary to enter the term neck as a response e Response now reads sebaceous cyst back of neck 7 Click once on the OK button More Items The Assessment Item is now completed and your screen should appear as in Fig 3 5 below assessment sebaceous cyst back of neck Fig 3 5 Transaction Detail Panel Lastly we will complete this session by inserting the Plan of Action Item Inserting the Plan of Action Item 1 Click once on the Item Selector Button on the Item Panel Toolbar 2 Type pl in the Find Box Item list reduces to those beginning with pl 73
159. neck pain is no longer selected Associated Lists Many Items have a list of common terms associated with them which is displayed in the Associated List Selector dialogue box 1 Click once on the Associated List Button e Associated List dialogue box appears 70 TS ey HEALTH l Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Associated List Selector x Find Typ HET ke Associated Select a term Ul paediatric symptoms Fflu like illness spinal pain locomotor Bears nose throat optic respiratory rash cardiovascular circulation f coe 2 ne Bi Match case Sorted IV Leading IV Synchronous List Options These are identical in meaning to the Item Selector dialogue box and the only new objects are the List Type selector and History Box The list type selector provides an alternative way to display the Permanent List we used a moment ago HELIX 71 miza n User Manual Co Associated Lists The History Option Box To use the History box you need to understand how the list is structured List Structure Icon used to indicate that a term has alist of its own This particular item subjective symptoms has terms associated with it which themselves have a list associated with them You will know when a term has a list of its own because the icon illustrated will appear to the left of it
160. nfiguration set which equates therefore on a network to each user having their own set While this allows for individual preferences many users would like ONE common configuration set for all users There are two ways in which HEALTHoneTM allows this common network set to be managed O When logging into HEALTHoneT the network configuration set is selected Note Once a configuration set has been selected it will remain the active set for future logons until changed O Each user has their own set and synchronises with the network set when required Typically all changes are made to the network configuration set and all users synchronise to this when required Normally one or other of the above methods is chosen but not both Method One Selecting a Configuration Set at Logon HELIX 247 HEALTH Technique 1 Start HEALTHonetm and when the logon screen opens click on the Advanced tick box 7 A configuration tab appears 2 Click on the Configuration tab to bring it forward The configuration tab displays the location of the local configuration set 3 Click on the Add button 4 In the Browse for Folder window locate the network configuration set usually on the server Honewin Config Click OK O The server configuration location is added to the configuration tab 5 Select the server configuration and click on Select Click on the Sources tab and logon in the usual way Note The Con
161. ng on the icon display all data in chronological order which is on the main HEALTHone toolbar When you click on this icon you are presented with the following screen You can now search all the data in the patient record simply by typing some text in the search box You will see all the instances of the searched for text including the dates involved This can be extremely useful for finding any information you wish in the patient s file HEALTHone TM 5 1 Analysing Patient Information Page 8 of 19 1147 Sa HEALTH Population Analysis Database Analysis Data Ware House DWH Built in Analysis There are a number of pre set database analysis all of which display their results on screen and many additionally allow the results to be printed as a report HEALTHone provides an additional tool called Query Too which can be used to create your own reports Example of Database Analysis with a Screen Display Result Only 1 Click on the Population Analysis Button on the toolbar and then click on the Database Analyses Tab 2 Double click the Cube Analysis entry in the list O Cube Analysis expands and reveals the Patients Cube analysis 3 Click on the PatientsCube Sex Age Class Private GMS analysis to select it and then click on the EXECUTE button Cube analysis activates and displays the results in a window HEALTHone TM 5 1 Analysing Patient Information Page 9 of 19 Population
162. ng the Day Week Month etc from the drop down selection box O Due date changes for the selected vaccination HELIX 303 HEALTH Note If a number of vaccinations are to be moved select them all before right clicking All selected vaccinations will have their due date altered in the one operation HEALTHone TM 5 1 Vaccination Techniques Page 10 of 15 Managing Vaccination Refusals The method of recording a vaccine refusal depends upon how the vaccination is being recorded Former method Not using a vaccination schedule and specifying the refusal directly in the vaccine item ONew method Using the Childhood vaccination schedule Former Method If childhood vaccinations are being individually recorded the technique is 1 Open the patient s file and add a new medical transaction with a Type equal to Contact and the Name set to vaccination 3047 HEALTH 2 Insert the sequence Shift F4 Vaccine into the new transaction 3 Ensure the item vaccine is selected and press Return O Item Vaccine now opens and also its associated list 4 Locate the tern refusal in the Associated List box Click on the Insert button O The term refusal now appears in the vaccine content box Note DO NOT type anything else in the item content box i e the name of the refused vaccination because HEALTHoneTM only reports those items with a sole content of the word refusal as being refused The vaccination name is entered
163. ntract with SSSL or its affiliates or you have paid SSSL an agreed license fee for the upgrade BREACH If the purchaser or transferee acts in breach of any of these terms and conditions the purchaser or transferee shall indemnify SSSL against all loss suffered including loss of profits and the purchaser or transferee shall return to SSSL all lawful and infringing copies of the software including the dongle LIABILITY AND WARRANTIES The Software is supplied to you on an as is basis and it is up to the purchaser or transferee to satisfy himself herself that the software meets his her requirements BEFORE it is used Although the software is tested before release no claim is made regarding its accuracy SSSL its affiliates directors or any of the software distributors do not assume liability for any loss or damage arising from the use of the software inability of the purchaser to use the software correctly or failure of the software to function correctly This includes loss of profits business interruption loss of business information direct or indirect damages for 4 Hall HEALTH personal injury or any other financial or other loss While every effort will be made to correct software bugs no guarantee is made that bugs will be corrected The Software License Agreement is governed by the laws of the Republic of Ireland ADDRESS AND CONTACT NUMBERS Helix Health Limited 52 Broomhill Road Tallaght Dublin 24
164. ny conflicting appointments click on the conflicts tab for more details 6 Click Exit 7 Repeat steps 3 6 for each user whose appointments you wish to convert HEALTHone TM 5 1 Appointments Page 10 of 16 Using the Multiple User Display Appointments To Add a New Appointment 1 Double click on the time slot you wish to add an appointment to You can also highlight the time slot by clicking with the mouse then press space bar to HELIX 189 HEALTH create appointment 2 Use the patient selector to locate the patient the appointment is for HEALTHone TM 5 1 Appointments Page 11 of 16 To Add a New Appointment continued 3 Edit any details required such as Appointment location and appointment type and duration If you want to put in a note comment hit F3 or click on show advanced detail 4 Click Save and Exit To Edit an Appointment To edit an appointment after it has been made 190 Sa HEALTH 1 Highlight the appointment slot and press space bar or 2 Highlight the appointment slot and right click and then choose edit from the menu 3 You can change time date doctor location or appointment type 4 Click save and exit when finished HEALTHone TM 5 1 Appointments Page 12 of 16 Work flow It is important to follow a work flow procedure in bringing patient through the practice This is done as follows 1 When making a new appointment it appears in one colour with its
165. o confirm your choice Remember that all your patient files will be changed This has implications for the next time you synchronise The process will take time up to an hour if you have 10 000 patients The result will change both the items GMS number and patient category as shown HEALTHone TM 5 1 Miscellaneous features Page 5 of 11 Some new features in the patient file 3637 Sb HEALTH If you open a patient record you can see the following new icons features available in version 5 0 1 Direct insertion of a Basic Medical transaction 2 View family records 3 Refer transaction 4 Insert prevention template 5 Display all the patient data in chronological order 1 Direct insertion of a Basic Medical transaction This is a quick way of entering a new BMI transaction Simply click on the button next to the new transaction button on the left hand side of the open patient record screen or hit the Hot Key Combination Ctrl J 2 View family records This feature allows you to bring up a list of family members when you have a patient file open For this feature to work you must of course have given each of the members of the family a number by entering the number in the admin page in the item family number When you click on this button you can see a list of all members of the family This screen gives you several possibilities HELIX 369 HEALTH i You can open any other fam
166. of some of the more commonly used buttons however the prompt area at the bottom of the screen will display a description of each button when you point to it with the mouse and they are also described on the reference sheet The Item Sequence and Aggregate Selector buttons were mentioned in the Introduction Session and this is where they are displayed on your screen The function of each button will be explained as they are encountered in the book In many instances the action of a button is also available as an option on a menu you can choose whatever method you prefer to select a particular function HELIX 39 HEALTH The Health Care Record Window Navigating the Transaction Panel Using Menus 1 Click once on the HCR menu at the top of the screen 2 Move the mouse to point to Go to Sub menu appears 3 Move the mouse to point to End HCR 4 Click once to select John Test s last transaction is selected 5 Repeat Steps 1 4 and select other menu options Observe the effect of each menu option 6 Repeat steps 1 4 this time selecting Begin HCR Scrolling A scroll bar will appear to the right of the Transaction Panel if it is not possible to display all of the patient s transactions at one time John Test s file is a good example He has a long medical history and has had many contacts with his doctor HEALTHonetmscroll bars act exactly like any other Window s application You have three sets of
167. og in as you would for HEALTHoneT Note The configuration tool is used to control many of the features within HEALTHoneT and is documented in a separate manual For this reason HELIX 309 HEALTH pay attention to the steps outlined below and follow them carefully 4 Select the menu File Open Aggregate or use the short cut Shift F5 n The aggregate item screen appears This has its own toolbar 5 Click on the last button on the right of the aggregate tool bar see Fig 3 27 n The aggregate item is now created and also its timing schedule 6 Select the menu File Exit and click yes to save changes when prompted L The Configuration Tool closes 3 27 HEALTHone TM 5 1 Vaccination Techniques Page 14 of 15 310 Sy HEALTH Linking Existing Vaccinations to a Schedule Upgrading users will have a number of child patients that have already received some childhood vaccinations at the time of the upgrade These vaccinations will appear as independent entries in the Vaccine tab of the Patient Information Panel If the child is under a year old we recommend that a vaccination schedule is also included those vaccines already administered will appear as overdue as far as the schedule is concerned because their entry in the schedule will be blank This problem is overcome by linking the existing vaccinations received to their corresponding entries in the vaccination schedule Techniqu
168. ointments chapter later in this book to find out how to use it The HEALTHonetm Screen This is the HEALTHonet screen when a patient s HCR is open The three panels mentioned in session one problem transaction and item can be clearly identified Major Areas of the Screen HEALTHone Standard Toolbar Item Panel Toolbar Windows Title Bar E Billing Module Tab HEALTHone Window Controls rea Manu Bar Analysis Toolbar Problem HEALTH one 2 5 HOHN TFT Panel Be Edi HCA Yew Snabe D ci SRN Se f5i II e al l js Active preblems Inactive Medes ramaction garg aii 55 E Kw 010 32 rm KEN dne WEN BIRA RE diug preseron feertinsdICENTYL 2SMG TABLET tabs 1 tabs 1 fda 10 dey lke 1990 gt dig piasrsinhan Irrel SFRNXAT AMR TARI FT lahs 1 lahat A Vde Site 1900 Transeutine amp diug prescriphon mk ar pales TEMG TABLET labs 1 lajfs 1 dev 23 Zata Health HCR Window Controls Care Current Patient File Record E r lay DD j Area 4 Dr Fi Transaction Information Area 4 Red text Locked Black Editable cored Or Rey OD Z cerai De Pay Pe HA coredi Dr Ray OD HEALTHone prompt cored Dr Roy OD Area Session cored Dr Roy o coradi Dr Roy Information Area ZF cored Dr Roy cored Or Roy ODi 3 aug pe Dr Aay ODl 03 04 39 114 H cormdl Dr Roy ODi 010001021 an D Ray DOn 1304001348 j run4 l0_ 86 Y
169. on on the Transaction Panel Toolbar O The properties window now appears 3 Click on the box opposite the problem to be linked to place a tick inside it 4 Close the properties window and save and validate the transaction Viewing a Transaction Related to a Problem 1 Click once on the required problem in the Problem Tab 2 Click once on the Transaction Panel to make it active Hold down the Ctrl key and press E O The Transaction Panel now only displays the transaction related to the selected problem 3 You can switch problems while you are in problem view by clicking on a different one in the Problem Tab O The Transaction Panel now only displays the HELIX 269 HEALTH transaction related to the newly selected problem 4 To return to normal view Hold down the Cirl key and press E once again Transaction attributes button HEALTHone TM 5 1 Problem Orientated Medical Records Page 6 of 7 Viewing a Transaction Related to a Problem continued There is an alternative way to switch between problem view and normal view 1 Click once on the required problem in the Problem Tab 2 Right click the mouse anywhere in the Transaction Panel and select Filtered on problems in the pop up menu that appears n The Transaction Panel now only displays the transaction related to the selected problem 3 To return to normal view repeat step 2 above Changing the Status of a Problem A problem can have one
170. opyright 2010 Helix Health Ltd HEALTHone TM 5 1 CorrespondencePage 2 of 17 Correspondence HEALTHoneT has its own text editor which can be used to quickly write 196 f Sa HEALTH letters to consultants and archive their replies directly into the patient s file In its simplest form the text editor can be used to write free format letters like any other word processor and print save these However there is a more powerful aspect to the text editor in that it has a number of pre set documents called templates which are used to automatically extract information from a patient s file and merge this into the new document HEALTHonetmhas a number of templates which are supplied as standard In time you will be able to create new templates of your own This document will introduce you only to how they are used See also the chapter on Mail Merge to see how these templates can be further enhanced Free Format Letter To use the text editor to write a free format letter you do not need to have a patient s HCR open Creating a New Letter 1 Select the menu sequence File New Document O The text editor window opens with a new blank document HELIX 197 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Speed Toolbar Formatting Toolbar Ruler Tab Bar Insert Cursor flashing Insert Cursor Location Indicator HEALTHone 5 1 CorrespondencePage 3 of 17
171. or this act Invoices If an invoice is to be issued for all acts click on the invoice button on the Billing Panel Toolbar Select Bill35 CVS and click Open The invoice will appear for previewing To print the invoice select the menu File Print or use the short cut Ctrl P If an invoice is to be printed for a specific act or acts hold down the Ctrl key and 2327 ZIR HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd click on the Edit Select button for each act to be invoiced to select it Edit Select Button HEALTHone TM 5 1 Billing Page 8 of 10 Invoices Now hold down the Shift key and press F8 or alternatively Right Mouse click on one of the selected acts and select nvoice selected acts from the pop up menu HELIX HEALTH 283 Select Bill85 CVS and click Open The invoice will appear for previewing To print the invoice select the menu File Print or use the short cut Ctrl P Entering Payments 1 Click on the Filter button on the Billing Panel Toolbar and select Unpaidacts from the drop down menu 2 Enter the amount in the Paid box of each act being paid Note if the payment had previously been part paid enter the complete paid amount 3 Print receipts if required see above 4 Check the Receipt box of the act acts affected HEALTHone TM 5 1 Billing Page 9 of 10 Billing Techniques Printing Reports The Population Analyses Da
172. ou select CLOSE HCR from the File Menu If you had made any changes that had not been saved HEALTHoneTm would prompt you to do so now We have not or least should not have made any changes to his file Select CloseHCR from the File Menu e John Test s file is closed Save HCR x If you had made changes by mistake JOHN TEST i i HCA has been changed Do you wart to save th the following box will now appear ARE ESL I oyu save he IF Yaidotion I Cerfirmation 1 Click on the NO button HELIX 51 HEALTH To close the HEALTHoneT program you simply select Exit from the File Menu 1 Select Exit on the File menu e Close dialogue box appears 2 Click on the Yes button or simply press the RETURN key OHEALTHone program closes and you are returned to the desktop Summary Guide Start HEALTHone Double click this icon on your desktop or select the menu sequence Start Programs HEALTHonetm HEALTHonet for Windows Open the patient selector window Click on the open button on the HEALTHonetmToolbar and select HCR Note The patient selector is normally open at all times Select a patient in the patient selector window Click once on the filter above the column to be searched to activate it Type the text to be matched Click twice quickly on the name of the patient in the patient list To add remove a column to from the patient selector Click once on the Configure button at the bottom of the
173. ouble click on the name in the bottom panel to send it to the top selected panel In this list you can select the name of the destination from the bottom grid All records Press Enter or double click on the name to select The selected destinations appear in the top grid You can remove a selected name by using the right mouse click HEALTHone TM 3567 Sb HEALTH 5 1 Mail Merge and Mail Shots Page 10 of 15 Sending a letter to several destinations cont 6 Click OK to execute the template one for each destination 7 To Archive the document in the current transaction of the patient file click and select in HCR as multimedia object You get the same dialogue if you close the executed document directly by using the top right hand X of the text editor or by using the Combination keys Ctrl F4 8 Select the item name with which you want to save the document Note You can set a default item name to store archived documents by using the main menu tools Options Template 9 You can change the name of the document add a comment add a severity index so it appears in red in the file or make it display protected so that nobody except the person who created the document can view the document HELIX 357 HEALTH HEALTHone TM 5 1 Mail Merge and Mail Shots Page 11 of 15 Sending a letter to several destinations cont The document is saved in the patient file To open it from there you should doub
174. ould still be open If not open it now for editing and close the associated list box when it appears by clicking on its Close button pneumonia text displayed 2 Click once on the button to display the items attributes 3 Set the attributes the same way as illustrated in Fig 3 HELIX 95 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Standard Action plan Comment Severity Index X Responsible Dr Admin Admin X 42 Protection Date of event m 13 07 2009 15 16 43 29 I gt Display Display mode Normal display M J Printing Start date J 15 End date P 15 Codifications OK Cancel Fig 3 Medical History Item Attributes 4 When completed click on the OK button e Item closes and appears in red Setting Item Display Mode You may have noticed in Fig 3 the Display Mode box which we left on its default setting of Normal Normal display mode shows the Item Name followed by its contents There are several other ways to display item information you can select these by either right clicking with your mouse on the item and selecting Display Mode then select the mode required from the menu or click once on the item to select it and then use the short cut keys 96 HELIX HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Managing Items Setting ltem Display Mode 1 Right Click with
175. p Down Left and Right cursor keys to see their effect 6 Click once on the Close button e Associated List dialogue box closes 7 Click once again on the Associated List Button to re open the dialogue box 74 Hali HEALTH Using a Term as a Response The cursor keys are used to navigate the various terms and lists however to use a term as a response simply select it press the RETURN key If the term has a sub list this will be displayed as well as the selected term being placed into the Item dialogue box If the selected term does not have a sub list pressing the RETURN key will use the term as a response and the Associated List dialogue box will automatically close 1 Ensure that the term common is still selected press the Right Cursor Key once to display the sub list 2 Use the Down Cursor key to select the term lump and press the Return key e The Item dialogue box now reads neck pain lump and the associated list box has closed 3 Click the OK Button Item dialogue box closes and the Transaction Detail Panel appears as shown subjective symptoms neck pain lump Note If you do not wish to use Associated lists it is possible to disable them To do this click on the menu item tools options They can be restored at any time HELIX 75 HEALTH Automatic Item Selector Display The Subjective Symptom Item is now complete Next we will record the Objective Findings To place another Ite
176. p of the screen e Dialogue box appears Save transaction Do you want to save temporarily or validate this transaction Save l i Cancel 33 Tie HEALTH Select Save The new patient file has been saved to disk and remains open for further editing if required Notice that the HEALTHonet information Bar now displays Sarah s Name Date of Birth Sex and Age Closing the Health Care Record Select Close HCR on the File Menu e Sarah s file now closes Exiting HEALTHonet Select Exit on the File Menu Answer Yes when prompted e HEALTHoner closes and the desktop reappears HELIX 89 HEALTH Summary Guide 1 Create a new patient HCR in the patient selector window When the patient selector window is open click on the NEW button 2 Create a new patient from the main menu Select the menu sequence File New HCR or click on the NEW button on the HEALTHonetmtoolbar and select HCR or press Ctrl N 3 Save a patient file Select menu sequence File Save or click on the SAVE tool on the HEALTHonetTmtoolbar or press Ctrl S 4 To delete an item Select the item to be deleted and press the DEL key Answer YES when prompted 5 To delete a transaction If the transaction has not been validated simply select it and press the DEL key Answer YES when prompted If the transaction has been validated the technique is the same except the transaction will be marked as deleted and hidden within transaction
177. pe in the term vaccine and change its entry style to vaccine Now the grid opens automatically when you call the item vaccine HELIX 313 HEALTH HEALTHone TM 5 1 Plan of Action Page 2 of 19 Introduction The plan of action concept allows you to plan an action or a series of actions for a patient In this way your patient can benefit from a prevention schema which helps you with the follow up of the patient In Ireland using 3 7 and earlier version we used the item attribute Date of event asa planning date Thus when a patient had a cervical smear done we would add the item 3147 Sa HEALTH plan of action with the content cervical smear and edit the date of event to a date say 3 years into the future We would then be able to recall these patients via our population analyses THE OLD WAY In 5 0 we use a slightly different way of entering the due date for a planned action This new way allows a much greater flexibility in viewing our planned actions and setting alerts for actions that are for example overdue or nearly due THE NEW WAY HEALTHone TM 5 1 Plan of Action Page 3 of 19 As you can see from this screenshot you can specify several things about this plan of action 1 Planned date for the action Here you can enter either the exact date you want the action to be done or a time interval when it should be done say in 3 years time 2 The freque
178. pear as un read if ticked Reminders O Enable a default reminder to How much time before an action is due do you want the reminder to be triggered n If a reminder should be displayed If you tick the option Select the action plan tab whenever a reminder is to be displayed then when you open HEALTHone the action plan tab is automatically displayed instead of the medical section tab Analysis O Filter the action plan for the current user population analysis Only the action plans for the logged on user are displayed in the action plan tab of the selector by default O Exclude action plans from item analysis Planned actions are not 3327 Sy HEALTH taken care of when you do an item analysis Ctrl_I or Ctrl_M HEALTHone TM 5 1 Plan of Action Page 19 of 19 Own Notes HEALTHone TM 5 1 DWH Analysis Builder Page 2 of 12 Queries Extraction of Data HELIX HEALTH 333 Introduction The Query Plus module provides a simple yet powerful method to extract data froma population of patients based on user specified criteria Furthermore the query results can be combined with one another to provide added flexibility Query Plus is based on the same concepts as the medical record There are three levels Patient transaction and items You can specify criteria at each level For example provide a list of all females older than 60 years Patient S
179. played 2 The Item subjective symptoms should already be selected if not select it now by clicking on it once 3 Click on the OK button e The Item Selector box closes and the Item subjective symptoms is added to the transaction detail panel and its associated list appears We will look at the Associated List in more detail later To continue 4 Click once on the Associated List Close button e Associated List box closes and Subjective Symptoms dialogue box is active HELIX 65 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Showing Hiding the Item Attributes Panel 1 To show or hide the Item Attributes panel click on the illustrated button once Click again to close The Item box should now appear as in Fig 3 4 subjective symptoms Fig 3 4 The Subjective Symptoms Dialogue Box 66 Hali bd HEALTH Typing and Editing Text Typing and editing follows the usual text editing techniques 1 Type the following This is a line of text typed by your name 2 Press the Backspace key repeatedly to delete your name and the text typed by e Text now reads This is a line of text 3 Use the Left Cursor key to move the flashing insert cursor to before the of line Type new e Text now reads This is a new line of text 4 Drag across the words a new to select them and type an old e Text now reads This is an old line of text 5 Drag and select the entire
180. r the middle of the word required and click twice quickly Alternatively drag the mouse cursor over the entire word as described for character selection A Line Move your mouse cursor to the left of the line required until it becomes a right facing arrow Now drag downwards for one line A Paragraph Same as for the line but keep dragging down until the paragraph is selected Any Amount Click once to place the insert cursor at the beginning of the selection Use the scroll bar if necessary to view the end point of the selection Hold down SHIFT and click once on the end point All Text Select the menu sequence Edit Select All HEALTHone TM 5 1 CorrespondencePage 6 of 17 204i ZIR HEALTH Free Format Letter Changing the Appearance of Text The Character First select the character s to be altered as described on the previous page Now select the button required on the Formatting Toolbar Alternatively Select the menu sequence Format Font and change the settings as required The Paragraph Position the insert cursor anywhere inside the paragraph to altered Now select the change required on the Formatting Toolbar or alternatively select the menu sequence Format Paragraph To practice these techniques 1 Select a paragraph in this book and type it Do not press the Return key even at the end of a line until the entire paragraph has been entered 2 Practice selecting Characters Words Line P
181. re the mask which will filter out just data sent from this laboratory The laboratory will provide this information HEALTHone TM 5 1 HEALTHonetm ProceduresPage 11 of 19 Creating a Definition File To create a DXM definition file 242in ZIR HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 4 Click Next HELIX 243 HEALTH 5 Click Next n There is now a further patient filtering screen which can be by passed 6 Click Next DXM Definition File Wizard Screen 2 Options Choose here what is to be done with the original lab information once it has have been imported Choose here whether the imported information should be integrated immediately into the patient s file or left in the Data Exchange Inbox awaiting validation by the GP before integration Choose here how un matched patient s data should be managed See managing DXM Errors earlier in this section DXM Definition File Wizard Screen 3 Advanced Options There are a number of options on this screen two of which are described here If a patient was marked as not found and later matched to an existing patient Future mis 244i a IR HEALTH matches for this patient can be automatically corrected if this option is ticked If this definition is collecting data via email the email subject content should be specified here Only matching emails with this subject will be extracted
182. reate more than one prescription in the same transaction This may be necessary for example when a patient returns having received a prescription because they forgot something or if you want to print some drugs on different forms for a single transaction To create a new prescription simply click on the button situated on the tool bar HELIX 151 HEALTH above the Current Prescription panel and then prescribe new drugs The counter to the right of the icon indicates how many prescriptions there are in the transaction and the number of the prescription being currently displayed In the patient file each prescription is contained in a separate aggregate of the item drug prescription Represents an acute prescription Represents a Repeat prescription orange colour Represents a prescription on hold Regarding the printing the different instances may be printed separately or on the same form 1527 Sb HEALTH HEALTHone TM 5 1 Prescription Manager Page 16 of 35 More Details on prescribing Searching for a drug You may search for drugs using various options By default the PM searches for the characters entered in any part of the drug name Thus if you are looking for colostomy bags and you enter the text colostomy you will get what you want even though the item name does not start with the characters entered Note it is also possible for example to search b
183. rmation for a missing patient in the destination source will cause the entire HCR for that patient to be HELIX 261 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd synchronised HEALTHone 5 1 Problem Orientated Medical Records Page 2 of 7 2627 abd HEALTH Keeping Problem Orientated Medical Records HEALTHone has a feature called Problem Orientated Medical Records POMR which provides the ability to link transactions to a problem Once linked in this way the physician can firstly see at a glance what the patient s primary problems are and additionally elect to view only those transactions that relate to a particular problem Problems appear in the Problems Tab of the Patient Information Panel This tab has two buttons one to display the active problems and the other to display the historical ones POMR is an extension to the transaction filtering method mentioned in the Getting Started section There it was described how to filter the Transaction Panel to view just lab results experts reports etc Once POMR is implemented it is possible to view lab results that just relate to a particular problem The process of using the POMR feature is as follows r Declare a problem O Link transactions to a problem View transactions relating to a specific problem L Change the status of a problem between active and inactive Displaying
184. rug to the repeat panel simple tick the lt Repeat gt check box Pre defined dosage list The dosage and start end dates The dosage planning schedule Information for the patient and for the doctor Other user controlled parameters HEALTHone TM 5 1 Prescription Manager Page 21 of 35 The dosages The list of formulations available is now reduced to a manageable number of realistic possibilities As well as this you can simply enter you own free text formulation All calculations based on a free text formulation however will be the responsibility of the user The editor allows you to format the dosage and formulations easily In the numbers boxes you can enter not only numbers but also special characters to allow for further flexibility HELIX 159 HEALTH For example for the dosage you can enter the following 1 2 Tablet 2 3 tablets 2 or 3 1 1 2 tabs etc The automatic calculations will be correct if the PM understands what you have entered For the price you can always insert this manually but you are then responsible for any further calculations made there on The dose edition zone displays all the dosages that were saved by the user with the default dosage indicated in bold type When you first open the module the default dosage for all drugs will be 1 daily for 28 days The user can change this save it and it will be remembered for this drug there after The PM will calcula
185. s seen the consultant and you have received a written reply To record this we once again create a new transaction Creating a New Transaction We wish to record the contents of her letter in her file 1 Click once on the Create Medical Transaction button on the Transaction Panel Toolbar n The Transaction Properties dialogue box appears Transaction Attributes 2 Complete the Transaction Properties dialogue box by ensuring that the attribute values are set as follows Type Contact Name EXPERTS REPORT Responsible Your name Date of event Current date and time Speciality respiratory medicine Legal Structure As is Problem None 3 Click on the OK button r New transaction is completed and appears at the end of Sarah Tennant s medical chapter Create a New Document 214i IR HEALTH 1 Select the menu sequence File New Document O A new document opens 2 Type Mrs Sarah Tennant Seen by Mr H Richards 17th October 1998 10 29 Upon examination have found severe throat pharyngitis however feel that with intensive antibiotics this will clear HEALTHone TM 5 1 CorrespondencePage 13 of 17 Archiving a Consultant s Letter 1 Click once on the Archive button on the Speed Toolbar O Prompt to Archive now appears 2 Select In HCR as free text O It will automatically save it into HEALTHonet under item Report and close the text editor Finishing this Consultation If all has gone well Sarah Ten
186. s the menu will not be present at all The HCR menu for example will not be present on the menu bar unless a patient s HCR is open HELIX 35 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTH one 2009 File Edit View Analysis Tools Window Help Switch HCR Shift F10 H Receive DXM Ctrl Alt D E Send DXM Start DXM Ctrl Alt x B Synchronise with active source Ctrl Alt a Synchronise configuration across network Print setup Print preview Print M Switch source Switch delegator Delegate access rights Exit Alt F4 Figure 2 3 Selecting a menu option 36 Fazil HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Short Cuts Short Cuts He You may have noticed in fig 2 3 the notation next to some of the menu options Ctrl means hold down the Control key and keep it held down while pressing the key following it in the notation For example to get to the beginning of the HCR the short cut is Ctrl Home This means keep the Control key held down while pressing the Home key In time you will remember many of these and find them quicker to use than the menus The HEALTHonetm Screen Toolbars A toolbar is a strip of buttons and possibly other objects that achieve various tasks i e open the Patient Selector Window create a new patient file etc etc The HEALTHonetm Window has two toolbars Standard and A
187. scription obstetrics lab This list is created in the configuration tool 3727 ZIR HEALTH Open the configuration tool Click on lt file open transaction name gt or use the Hot Key combination Ctrl T The screen below is the normal dialogue presented when you are adding terms to the list of transaction names However the check box show all terms is new to HEALTHoneT version 5 0 If this check box is ticked you have access to all the HEALTHonetTm items and contents for use as an associated list to the transaction name when creating a new transaction for a patient 7 Transaction Comment Furthermore we now have a new transaction attribute that we can use to extend the naming of transactions Every transaction now has a new attribute called transaction comment This attribute allows flexibility if you want to have additional methods of filtering the list of transactions in the left hand panel of the patient record We might use the transaction comment field if we want to use other clinical information not available in the list attached to transaction name HEALTHone TM 5 1 Miscellaneous features Page 9 of 11 HELIX 373 HEALTH If you organise yourself you can have an intelligent list of things you might put in this window that allows you to see at a glance additional information relating to each consultation by using the transaction filter In t
188. se and the text editor will automatically close as well HEALTHone TM 5 1 CorrespondencePage 8 of 17 Using Templates Templates are designed to be used in conjunction with patient data They provide a quick method of writing everyday letters in the practice Once a letter has been created using a template in can be edited and enhanced by using the same techniques employed in writing a free format letter described earlier As an example we will send Sarah Tennant to see a consultant with a referral letter generated by HEALTHomeTM Next we will archive the consultants reply into her file Opening a Health Care Record 1 If the Patient Selector window is not already open select the menu File Open HCR Patient selector window is now open 2 Type Te in the surname filter 3 Select Sarah Tennant in the patient list 4 Click on the Select button r The Health Care Record for Sarah Tennant opens 2037 a HEALTH Creating a New Transaction We wish to record the fact that she has been referred to hospital 1 Click once on the Create Medical Transaction button on the Transaction Panel Toolbar O The Transaction Properties dialogue box appears Transaction Attributes 2 Complete the Transaction Properties dialogue box by ensuring that the attribute values are set as follows Type Contact Name Consultation Responsible Your name Date of event Current date and time Speciality general practice Lega
189. selector window Click on the column select box required to add remove the tick mark To sort the patient selector window Click on the column heading to be sorted ascending sort will occur Click again for descending sort Click again to cancel sorting To adjust the patient selector column widths Place the mouse cursor on the column adjuster bar required and drag to adjust 52 azi HEALTH To minimise maximise patient HCR display Use the left most button of the HCR window controls to minimise the display and the centre button to maximise To select a menu option Point to the menu required click once point to the menu option click once again To quickly navigate through transactions in a patients file Select any transaction in the Transaction Panel Now use these short cut keys To go to the first Admin page Ctrl Home To go to the Last Transaction Ctrl End To change chapters Ctrl Page Up Cirl Page Down To go to the next transaction Cirl Down Arrow To go to the previous transaction Ctrl Up Arrow To go to the first transaction in a chapter Ctrl B To select which information is displayed in the transaction panel Right click anywhere in the transaction panel select the filters option then select the display option required To display only those transactions relating to a problem In the Problem Panel select the problem to be filtered on Click anywhere in the Transaction Panel to activate
190. sers continued 6 Advanced settings If you wish to allow others to create modify your appointments you must click on the advanced button a and put a check mark in the others may create modify appointments box 7 Click on Save amp Exit HEALTHone TM 5 1 Appointments Page 5 of 16 To Configure Planner View 1847 Sy HEALTH 1 Click on Config Planner View 2 To edit the day start and day end times just click on the down arrows and select new times You can also edit the default duration of appointments and the display interval of the planner 3 You can change the colour scheme by clicking on any of the colours and selecting a new colour i e to change the Planner Background colour click on the light blue square beside Planner Background Items and a colour chart will come up Choose your new colour and click ok 4 Click save and exit when finished 5 Close your patient selector and reopen it HEALTHone TM 5 1 Appointments Page 6 of 16 To Configure Recurring Timeblocks 1 Click on Config Recurring Timeblocks 2 Highlight user and click add HELIX 185 HEALTH 3 Type in time block name and choose day of week and time 4 Click save and exit 5 If you wish to copy the time block e g from Monday to Tuesday highlight Lunch on the right hand side and click Copy Day HEALTHone TM 5 1 Appointments Page 7 of 16 To Configure Recurring Time blocks contin
191. sification Filters the drugs by their therapeutic actions e g anti hypertensives etc Type in the first few letters and the list will be reduced You can also click the button to choose from a hierarchical list HEALTHone TM 5 1 Prescription Manager Page 27 of 35 o Ingredients Filters the drugs by their ingredients e g potassium iodine etc This may not be very useful for most users o Free text You can also use free text descriptions to enter your own drug names perhaps if they don t exist in the other lists Note that the entries to the free text list will not trigger an alert in the PM when you prescribe them They will however be visible in the allergies panel You can give an adverse reaction a severity index from 1 7 Defining an adverse reaction directly from a selected drug After selecting a drug from the drug list or from the repeats panel you can declare 168 f a HEALTH an adverse reaction to this drug by right clicking on the drug and choosing the command Create an allergy or adverse reaction or by hitting the Hot Key combination Ctrl Alt A When an adverse reaction is created using this method the coding possibilities are different In the following examples we used the drug name augmentin as our selected drug HEALTHone TM 5 1 Prescription Manager Page 28 of 35 1 ATC code The dialogue displays the ATC codes related only to the selected drug You can choose
192. sion 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTHone TM 5 1 Appointments Page 14 of 16 To Locate Appointments for a Particular Patient 1 Click on button below calendar HELIX HEALTH 193 2 Type in patients surname as before 3 Double click on patient name or click View History for Selected 4 Alternatively you can select any appointment for any patient and right click and select Appointment History This will list all appointments for this patient HEALTHone TM 5 1 Appointments Page 15 of 16 Messaging Feature To Send a Message to Another User 1 Click on New 2 Select the recipient from the drop down list 3 Type Message 4 If you wish to relate the message to a particular patient file click select patient This will allow you to choose the patient from the patient selector 5 To send a carbon copy or blind carbon copy to another user click advanced detail then add cc or add bcc as required 1947 Sy HEALTH 6 Click Send To View Received Messages 1 Click on the drop down arrow beside view and change to received HEALTHone TM 5 1 Appointments Page 16 of 16 To View Received Messages cont 2 Double click any message to read it 3 If the message is relating to a patient you can click view patient to open the patient s file 4 There are options to reply forward or delete the message HELIX 195 HEALTH Health One Version 6 0 User Manual C
193. source RIP Source and possibly a backup source somewhere on the network These secondary sources need to be kept in sync with the master source on the server How a source is created is documented in the Installation Guide and is normally performed at installation time There are two types of source Master and Slave and dependent upon the type s being synchronised various options will will not be available Regardless of source type the procedure is quite straightforward Synchronisation Technique 1 Start HEALTHonetM and login to ONE OF THE SOURCES TO BE SYNCRONISED 2 Click on the Synchronise Sources button on the Standard Toolbar Illustrated opposite O The Synchronisation Wizard start There now follows a series of screens the first of which is just an opening screen and can be by passed in the future by ticking the Do not display box HELIX 251 HEALTH 3 Click Next You can now opt to synchronise just those selected in the patient selector ideal for synchronising one or two patients or archiving deceased patients or scan all patients using common options for a certain match i e all patients changed since 4 Choose the type of selection method Click Next HEALTHone TM 5 1 HEALTHozeTM ProceduresPage 16 of 19 Synchronisation Technique This screen is where the destination source is selected 6 Click on the Select Source button 252 ZIR HEALTH Health One Version 6 0 Us
194. stal code of patient telephone private BB E Fiter Full contents family number ret 2 occupation Moment of occ Transaction na Responsible HCP gt gt Administrative chapter maiden name TEV ZARDI atenthicaton Dr Admin Adain sear eae aan Eren amp name of spouse Medical chapter marital status PPS number VHI number GMS number ref 1 review date distance code 13 07 2009 Identification Dr Admin Admin 4 item s Full contents Dr Admin Admin SOURCE _ Figure 1 Minimum Administration Items The patient attributes list appears in the first transaction of the administration section The four items surname first name sex and date of birth are the minimum needed to create a new patient file 1 Ensure that the surname item is highlighted Press the Return key e The surname item opens ready for editing 2 Type Tennant Press the Return key e The surname item only requires a single line of text and automatically closes when the RETURN key is pressed 86 Tie HEALTH e The highlight automatically moves on to the next item in the list 3 Press Return to open the first name item Type Sarah Press the Return key 4 Press Return again to open the sex item Restricted Response List The possible responses to the sex item are limited For items like this HEALTHoneTm will often
195. t act see above its description and charge are automatically entered See fig 3 4 below 3 4 HEALTHone TM 5 1 Billing Page 6 of 10 Charging Acts to a Patient s Account HELIX 279 HEALTH 4 If the default act is the one you require press the Right Arrow cursor key to move to the next box of the act and alter amend as required 5 If the default act is not required press the backspace key to delete its description Now type the description of the act you do require or use the Up and Down Arrow cursor keys to sequentially display all the available acts When the act required is located press the Right Arrow cursor key to move to the next box of the act and alter amend as required 6 Use the Right and Left Arrow cursor keys to navigate through the act Complete the various boxes as follows Cost If a Doctors price had been set up for the selected act its value will appear here if not the cost value will appear Delete to replace with a different charge Paid If the patient is paying immediately enter the amount here If the value entered is equal to the cost the Status box will automatically become checked Status This box represents the paid status of the act This will automatically become checked when the payment amount is equal to the cost amount Whenever this charge is to be considered paid this box should be checked Debtor If the charge is to be billed to a third party lik
196. t here to say 30 or 31 9 Drug set If this is ticked then if you have a drug set by disease matching this term that drug set will be automatically proposed when you open the PM 10 Layout This is self explanatory It is here that you can decide the default views for the left and right upper panels of the PM 11 ENTER KEY HELIX 175 HEALTH These options determine what happens when you hit the ENTER key after electing a drug By default hitting the enter key will open the drug edit window In this ase you an skip the edit screen if you hit CTRL Enter Even if you have the Enter key open the drug edit screen you can ake it prescribe directly from the repeats n In all cases if the drug has no dosage defined the edit screen will lways open Remember that you can easily see if a drug has a dosage defined without opening the edit screen by looking at the middle panel of the left hand side of the PM no O O 3 fe 12 Interactions here you can decide what level of interactions you want the PM to warn you about The interactionsalert can also be turned off for drugs prescribed from repeats 13 Print options show print dialogue This determines whether you print directly or show the printer list before printing when you hit the print button in the PM This option is also available in the print screen itself 1767 Sy HEALTH HEALTHone TM 5 1 Prescription Manager Pa
197. tabase Analyses module includes reports 2347 ZIR HEALTH specifically for the Billing feature These are available in detailed or summary form by Patient Doctor or Debtor 1 Click on the Population Analysis Button on the HEALTHonetm Analysis Toolbar 2 Click on the Database Analyses Tab 3 Click on Billing to view the billing analyses reports 4 Select the report you require and click on the Execute button O The selected report window opens 5 Select the date range for the report or the Last number of days as required Click on the Execute button to run the analyses O Results appear in tabular form HELIX 285 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 6 Click on the Printer button to preview and print the report HEALTHone 5 0 Billing Page 10 of 10 Own Notes HEALTHone 2367 HEALTH 5 1 Managing Patient Files Page 2 of 5 Managing Patient Files This section describes the techniques of deleting synchronising exporting and importing patient files Deleting Patient Files HEALTHone moves files in the Patient Selector window to the Deleted Patient Selector window The deleted patient files can be viewed in the Deleted Patient Selector lf files are subsequently deleted from the Deleted Patient Selector window they will be deleted permanently Deleted patients can be restored from the Deleted Patient Selector back to th
198. te the quantity of a drug based on the dosage and the duration of treatment However if you modify the quantity manually the PM stops calculating If the PM cannot ascertain what the formulation should be it leaves it blank and coloured in pink HEALTHone 160 m HEALTH TM 5 1 Prescription Manager Page 22 of 35 The user can then enter his own formulations as follows Note the quantity is in yellow This indicates that the user has manually entered the quantity Let us take an example of Prednisolone as a prescription The PM automatically calculates the quantity based on the duration as input by the user If you want to change the Duration say to 7 days the quantity will automatically be updated Note that the price is also automatically updated However if you manually change the formulation or quantity of a drug such that the PM can t calculate the price you can insert the price yourself as below by simply double clicking on the price Please note that this is not recommended unless your formulations are completely unknown to HEALTHoneTM You are responsible there after for the accuracy of this HELIX 161 HEALTH price You may also insert a free text dosage by clicking on the button or Hit the Hot Keys CTRL T Enter any free text you like or choose from the list of common terms offered use the Hot keys CTRL ENTER to create a new line As regards the list of dosages each time you prescrib
199. templates Mail Merging what is it Mail Merge gives us the ability to achieve three different things 1 Using Database files DBF or Access to enter consultants names to standard templates Include the name and or address of the consultant that we are referring to at the top of the letter say the quicklet We are including this function here because it is a prerequisite for the second function However this function does not in fact use the specialized Mail Merge fields included in the HEALTHone text editor 2 Send a personalised letter generated by HEALTHone for an individual patient to several recipients or destinations Thus we might want to senda quicklet for John Test to two consultants who are dealing with the patient 3 Send a personalised letter to several patients about the same thing For example we may want to find all males over the age of 50 and if they have not had a cholesterol check we might want to send a letter to each of these patients Each letter can be personalised so that we use the correct mode of address for example Dear Mr Test Dear Ms Burke etc The first two of these functions require the use of an external database containing a list of HELIX 347 HEALTH say consultants names and addresses This information should be stored in a database file either a DBF file or an Access database file These files should be stored in the Honewin DBF dire
200. ter all the required contents to the one contents box Each content should be separated from the other by a semi colon Other mathematical operators that can be used are as follows O Replace the item name with a star if you are looking for a content of 3337 Sb HEALTH an unknown item O Use the hash sign to search for a numerical or date value Note In our example we are looking for all patients who have a repeat prescription for either of the drugs Vioxx or Ceoxx We could have used two rows in the item inclusion section to achieve this However using the one row with the semicolon separator is more efficient 6 The AND and the OR boxes at the top of the screen are used to declare whether each row is taken Thus if we use the OR box we are saying that the search will give a result if either of the search conditions listed in the first two rows above are true If we say AND then both criteria must be true to give a result HEALTHone TM 5 1 DWH Analysis Builder Page 6 of 12 Item Exclusion Criteria This section is based on exactly the same principles as the previous section Item Inclusion Criteria You use the same methods for entering item name contents content parameters and actual item content However any information included in this section will be excluded from the search Thus we might ask the question Give me a list of all diabe
201. tes lt j Active DA Mail merge C Apply Number of patient s 2 Dr Admin Admin SOURCE HEALTH Fig 2 1 Patient Selector Window HELIX 27 miza n Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Sorting the Patient List Each column of information in the patient selector can be used as the basis for sorting the patient list Clicking on a column name will cause HEALTHonet to sort on its content Each column can have one of three states marked by an arrow or its absence Not sorted sumame Sorted in ascending order sumame Sorted in descending order sumame y e HEALTHone initially only allows sorting by one column at a time however you can 1 sort by multiple columns by clicking on the Configure icon at the bottom of the patient selector window and selecting the Options tab Now select the Sort on several columns option by clicking on its radio button Click Validate to close the Configure Window 1 Experiment by clicking on the Surname column heading If initially unsorted the patient list now sorts into ascending surname order 2 Repeat click on the Surname column heading Patient list sorts into descending Surname order 3 Repeat click on the Surname column heading Patient list returns to unsorted state 23 TS HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Adding Additional Columns
202. tes patients in the practice who HELIX 339 HEALTH have never had their weight recorded In this instance the item content diabetes would be included in the Item Inclusion section but the item name weight would be included in the Item exclusion criteria Therefore everyone who is a diabetic is included and then everyone in this list who has a weight recorded would be excluded Note In the above example the item inclusion criteria section is governed by the OR parameter Therefore if any of the three criteria are true we will get a result In the case of the Item exclusion criteria section as there is only one field included it does not matter whether we use the AND or the OR parameter The AND and OR parameters are used within each section and have no relevance between sections HEALTHone TM 5 1 DWH Analysis Builder Page 7 of 12 Restrict to Another analysis This section is an additional tool which adds power to the original 3407 HEALTH analysis With this section you can make one analysis dependant on the result of another second analysis In the example above you can for example make you first analysis to execute and then to exclude patients found as a result of a second analysis say exclude those patients on glucophage avandia or diamicron However this section is most often useful when we use the include criterion
203. that specifies the medical speciality being recorded In general practice this is useful when a consultants report pertaining to a speciality is being recorded or for example a patient is being admitted to hospital In most cases the speciality would be General Practice Legal Structure HEALTHone can define a person as performing one or more roles in a practice If this were the case you would select the current role here Usually a person only performs one role i e Physician and this box can be ignored Comment This new box gives the user additional flexibility in tagging transactions You can insert any free text you like here Alternatively you can use an associated list of preferred terms that can be defines using the configuration tool Problem The concept of problems was mentioned in the previous session This is where a transaction is declared as being related to an existing problem __ chronic obstructive airways disease _ dementia _ hypertension Problem Note This can be completed later when the reason for the visit is known 2 Complete the Transaction Properties dialogue box by observing the lists for the attributes and then setting their values as follows Type Contact Name Consultation Responsible Your name Date of event Current date and time Speciality general practice Legal Structure Physician general practice Problem None HELIX 59 HEALTH Health One Version 6
204. the Health Care Record Clicking on the HCR Analysis button illustrated opposite will cause a list to be displayed This list contains pre set analysis definitions Select the one you require and then click on the Execute button The result is displayed in an analysis window 1 Click on the HCR Analysis Button 2 Select Liver Profile from the list 3 Click on the Execute button HELIX 111 HEALTH O Liver function analysis is performed and displayed in a HCR Analysis window Some of the HCR analysis definitions prompt you for a response i e for a start end date 4 Close the HCR Analysis window and then click on the HCR Analysis button once again 5 This time select the Between date x and date y analysis Click on the Execute button n The analysis runs and prompts for a start date 6 Enter 01101997 asastart date Click on the TICK to incorporate the date into the analysis scenario O The analysis now prompts for an end date 7 Enter 01101998 and once again click on the TICK The OK button should now be active Click on the OK button O Detail of items between the specified dates are displayed 8 Close the Analysis Window HEALTHone TM 5 1 Analysing Patient Information Page 6 of 19 Prescription Analysis Like the HCR Analysis in the previous example the Prescription Analysis also uses pre set analysis definitions Clicking on the Prescription Analysis button illustrated opposite will cause
205. the PM will give an alert if used for a drug For the purposes of this discussion we will use the term allergy to mean adverse reaction to medication only 1667 Sy HEALTH The adverse reaction may be declared by different methods in the PM O Direct from the allergy section lower left panel of the PM O During the prescription of a drug n When you stop a drug you can give an allergy as a reason for stopping it The allergy is normally declared in the allergy panel at the bottom left hand side of the PM Note this panel can be hidden by option The same display is available directly in the patient file top left views allergies HEALTHone TM 5 1 Prescription Manager Page 26 of 35 Adding an allergy from the allergy panel Click the button or hit the combination keys Shift Ctrl A Adverse drug reactions use the allergen group as the default drug filter type Thus you decide a patient is allergic to penicillin meaning all penicillins This is the commonest way of creating an allergy However you can also declare an allergy using other drug ingredients as seen in the drop down list HELIX 167 HEALTH O You can click on the down arrow next to the allergen group icon to see this list Alternatively you can use the Hot Keys combinations Ctrl_Right arrow and Cirl_Left arrow to move from one list to the next o ATC Code Anatomic Therapeutic Chemical Clas
206. the mouse on the medical history item for pneumonia just created Menu appears Select the Display Mode option then select the Right option from the next menu The item contents pneumonia stays in view but the item name medical history has disappeared 3 Experiment with other display settings for the same item 4 Ensure that the item is still selected and press Ctrl 3 Item display returns to Right mode Medical transaction Biling Appointment basic medical information medical history ke No wrap tobacco j Wrap selected item ev nai TERT problem Rename ce Right Ctrl 3 Cut cates History 1 Ctrl 4 Copy cule History 2 Ctrl 8 History 3 Ctrl 9 X Delete Ctrl D The ri 4 Move selected items Up Shift Ctrl Up subtitle liT d Move selected items Down Shift Ctrl Down Use the content as transaction comment Create a problem item Comment Info Confidential Display mode gt Begin and end dates Plan the action Ctrl L Delete empty items i lt Multi rename item Configure HELIX 97 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd Managing Items Viewing Item Attributes You do not need to open an item for editing to view its attributes This is only necessary if you wish to change their settings To view simply select the item by clicking on it once with the mouse and then click on the Attributes button o
207. the top right hand panel of the PM By default this panel shows the repeats but it can also be changed to show other prescription sets from the patient file HEALTHone TM 148 f Sa HEALTH 5 1 Prescription Manager Page 13 of 35 The repeat prescriptions are saved to the basic medical Information transaction These drugs are also automatically visible from the patient file with the PM closed They are included in the views tabs on the top left hand side of the patient record This view can be made the default view for these tabs by using the menu item tools options general and changing the default analysis tab setting on the right hand side Prescribing from Repeat Prescription List Here is a typical list of repeat drugs in the repeats panel Managing the list of repeats 1 You can select one or several or all drugs in the list as follows O Select a drug with the mouse Hold the CTRL key down and then click everal drugs to make a multiple selection Select all by clicking on the little square box on the top left of the PM screen or hit the Combination Keys CTRL A to select all drugs in the list 3 You can define the repeat by quantity by selecting the drugs you require and then simply typing a number such as 3 or 6 for 3 monthly or 6 monthly HELIX 149 HEALTH scripts You do this also by selecting your drugs and clicking on the repeat by icon on the tool bar 4 Yo
208. tination billing records deleted if they have been deleted in the original source Options Select to update billing information changed since the last update and 2587 ZIR HEALTH enter a date and time To synchronise for just a particular doctor user select here and choose the user here If non existing patient box is ticked billing information for a missing patient in the destination source will cause the entire HCR for that patient to be synchronised HEALTHone TM 5 1 HEALTHonetm ProceduresPage 19 of 19 Synchronisation Technique Appointments Synchronisation Note This applies to legacy appointments only In order to synchronise appointments you must be logged into HEALTHonetTMas the user whose appointments you wish to synchronise HELIX 259 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 9 Choose APPOINTMENT settings Click Next or Finished All the settings have now been specified and the final screen will appear to confirm 2607 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 10 Click Finish to synchronise or Cancel to abandon Options Select to update appointment information changed since the last update and enter a date and time To synchronise for just a particular doctor user select here and choose the user here If non existing patient box is ticked appointment info
209. tion Manager PM is used for the prescribing of two types of prescriptions repeat prescriptions and acute prescriptions The first part of this chapter will deal with editing and printing of a simple drug prescription In the second part we shall discus the management of the prescription We will look at the more complex aspects such as repeat prescription management the price of the prescriptions and the renewal of prescriptions Opening the Prescription Manager In the majority of cases a prescription will be issued during the course of a consultation However in some cases the prescription may be the only reason for the contact In either case it is necessary to create a new HEALTHone transaction A sequence for example the medical sequence SOAP May contain the item drug prescription Never the less if you create your own transaction you may directly enter the item drug prescription When a patient file is open and a medical transaction has been created the prescription Manager PM may be opened in several ways O Simply click the icon prescribe a drug from the tool bar at the top of 1367 Sa HEALTH the patient display window Double click or press the Enter key when the drug prescription item is highlighted if this item already exists in the transaction O Press the combination hot keys Alt F2 O Select the menu insert prescription
210. tton 3 A prompt appears to confirm integration Click OK 4 A notice appears to inform you it has been done Click OK Not found patient Patient s that almost match i e with the same surname HELIX 235 HEALTH but different first name HEALTHone TM 5 1 HEALTHonetm ProceduresPage 8 of 19 Managing DXM Errors If the Patient does exist continued 5 Two things now occur n The transaction is integrated into the selected patient s file The name error is remembered for this lab and will be automatically corrected next time if set to do so in the definition file advanced options See HCR Identifiers below 6 Click the Correct Identifiers window Cancel button O Window closes and DXM window back in view 7 lf you are ready to quit the DXM module click on the cross in the upper right hand corner of the DXM window HCR Identifiers Whenever a lab result is not found and later merged into an existing patient file HEALTHonetM creates an HCR identifier to record the match between the name used by the lab and the name of the patient merged too If the same lab returns more results for the not found patient HEALTHoneTM will automatically merged them into the correct patient s file The process of creating HCR identifiers is automatic however there may be times when you need to delete an identifier if for example you accidentally merged the not found data with the wrong patient
211. tton O If the definition file option to display a list before importing has been set an additional dialogue box now appears see Creating a Definition File later in this section Select the definition of the laboratory being imported from here and click the Execute button HEALTHone TM 5 1 HEALTHonetm ProceduresPage 4 of 19 Phase Two Transfer the Data into the Data Exchange Module INBOX 3 If the Select files to integrate box appeared select the files to import by ensuring there is a tick mark against them in the selected box Click OK O The laboratory data is moved into the data Exchange Module Inbox A results window appears to indicate how many errors were encountered 2237 ZIR HEALTH Phase Three Transfer the Data from the INBOX to the Patient s File We now open the Data Exchange Module and validate the imported data and resolve any errors that may have occurred 1 The Data Exchange Module DXM can be opened at anytime by clicking on its button on the HEALTHoneT toolbar Illustrated opposite However if you completed phase two by clicking on the Details button the DXM would have opened automatically O DXM is now open Automatic Merging If the laboratory definition file had been configured to automatically merge results into the patient files see Creating a Definition File later in this section this would have occurred and only errors would be left to be resolve
212. u can define that a drug or selection of drugs is being dispensed by the doctor directly 5 Once you have made your selection and decided how many months repeats you want to give the patient you are ready to prescribe the repeats to the Current prescription panel ready for printing There are several methods of doing this O Click the icon prescribe all will automatically select all the repeats and prescribe them to the current prescription panel Note hitting the F8 key will do the same thing HEALTHone TM 5 1 Prescription Manager Page 14 of 35 O Drag your selection with the mouse from the repeats panel to the current prescription panel 1 If you are selecting more than one drug hit the Enter key or CTRL Enter and they will be prescribed directly Stopping repeat Prescriptions To stop a repeat and record the fact that you stopped it in the patient file you can click on the stop button 1507 Sa HEALTH You can also indicate the date and the reason for stopping Deleting a Repeat prescription To delete a repeat prescription with no record of the deletion saved select the drug in the repeats panel and click on the delete button Conversion of Repeat prescriptions from 3 7 version of HEALTHonetm This subject is explained at the end of this chapter HEALTHone TM 5 1 Prescription Manager Page 15 of 35 Multiple prescriptions in the same session The PM allows you to c
213. u start typing 3 Stay active for 28 days Normally when you prescribe a drug it remains active for the duration specified in the dosage Sometimes this is not appropriate For example if you prescribe 1747 IB HEALTH GTN spray 1 dose once a day it will remain active for over 100 days By using this options you control how long HEALTHoneTM will consider the drug active Note that all repeat prescriptions are considered active until they are removed from the repeats 4 Insert the prescription at the end of the transaction If not ticked the prescription will be entered at the highlighted item in the transaction 5 Default repeat number When this number of repeats have been issued HEALTHoneTM will grey out that drug in the repeats so that it will have to be re activated before it can be prescribed again If this number is changed to 12 say then for all future prescriptions the default repeat number before checking will be 12 HEALTHone 5 1 Prescription Manager Page 33 of 35 6 Apply to all drugs This relates to 5 above If this is ticked then when you change the default repeat number all existing repeats will revert to a default of 12 7 Display overdue repeats in red If the month is up for a single month s prescription the drug will appear in red 8 Default duration for prescriptions The default duration for repeat drugs is 28 days You can change this defaul
214. ued 6 Choose Tuesday from the drop down list and click save 7 If another user has the same lunchtimes Click on Copy to User Select user from drop down list and click Copy 8 Click close 9 Click save 1867 Sy HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd 10 Close your patient selector and reopen it HEALTHone TM 5 1 Appointments Page 8 of 16 To Configure Holidays Leave 1 Click on Config Holidays Leave 2 Click on New 3 Select user from drop down list and set start date and end date HELIX 187 HEALTH 4 Click save and exit 5 Close your patient selector and reopen it To Convert your Appointments from the Legacy System to Multiple User Display Please note A This process can only be done once When the appointments have been converted they can not be converted to back to the legacy appointments system B Any messages in the message panel of the legacy appointments system will not carry over to the new system To convert the appointments 1 Log into HEALTHone as administrator i e with username Admin password Admin 2 In the appointment tab go to Config Convert Legacy Appointments HEALTHone TM 5 1 Appointments Page 9 of 16 To Convert your Appointments from the Legacy System to Multiple User 188 f Sy HEALTH Display continued 3 Select user to convert and click convert 4 Click OK 5 If there are a
215. ular vaccine or vaccines in the vaccination database 3007 HEALTH Technique To record a vaccine 1 Create a new medical transaction Type Contact and Name vaccination 2 Click on the Vaccine tab of the Patient Information Panel to bring it into view 3 Click ONCE on the vaccination that is being received this time to select it 3 25 HEALTHone TM 5 1 Vaccination Techniques Page 8 of 15 Technique To record a vaccine 4 Click on the injection needle icon on the Vaccine tab toolbar see Fig 3 25 or use the short cut Ctrl Alt V What happens next is dependent upon how many vaccines are in the Vaccine Database tor the selected vaccination type If only one vaccine exists this will be issued immediately with its name today s date batch number expiry date etc Go straight to step 6 If more than one vaccine exists the vaccine database window will open displaying all matching vaccines Go to step 5 5 When the Vaccine Database window opens choose the vaccine being administered this time Click OK O A new item vaccine appears in the current transaction displaying the vaccination details HELIX 301 HEALTH 6 Check the vaccination details If necessary amend the details by highlighting the item vaccine and pressing return Click OK to close the details Note The item vaccine values for Dose Site Manufacturer Batch number and Expiry date are extracted from the vaccine datab
216. w and down arrow cursor keys on the keyboard to move from one transaction to another The highlight moves between transactions Notice the information in the Item Panel changes 32 TS HEALTH to reflect the contents of the current transaction 3 Now repeat press the up arrow until the Administrative Chapter comes into view You can now see that the Administrative Chapter has just one transaction and the Medical Chapter starts with the Basic Medical Information transaction The Item Panel The Item Panel is used to display the contents of the selected transaction Each transaction can contain one or more items Remember the discussion on this in the Introduction section Note By default when you open a patient s record the last transaction displays It is possible to set it to open automatically in either the Administrative or Basic Medical Information transaction if preferred To do this click on the menu item tools options and choose from the drop down list Open the HCR on The Problem Panel The Problem Panel is used to display the patient s principal active or inactive medical problems This feature can also extend to linking the relevant transactions to the condition they relate too We will show you how this is done later It is possible to hide this panel if you are not using it Click on the View menu and select the option Problems Problem panel disappears Click on the View menu and select the option
217. w tab in the patient selector called the action plan tab If you click on the action plan tab you are presented immediately with all the actions planned for the entire patient population You now have many options open to you to filter the list according to various criteria For example Planned date if you click on the down arrow in the planned date column you can see that HELIX 317 HEALTH you can filter the actions by various time scales In fact this filter is very powerful You can use not only the options in the provided menu but you can insert dates with mathematical syntax e g Show me all actions planned between 01 01 2006 and 31 03 2006 gt 01 01 2006 lt 31 03 2006 note there is a space before each operator The syntax for the filter is as follows n Choose a single month Ex 06 or a particular year Ex 2006 1 You can use the greater than and less than operators as above gt and lt Ex gt 2005 lt 07 2005 gt 01 2005 lt 2006 You should play around with this to get some interesting results Item Content This is self explanatory You can filter the list to show all cervical smears or all abnormal lab results that came in today and are due to be done my me Note You can send a mail merge letter to patients on this list by using the new mail Merge function This is described separately You can with version 5 0 insert a plan of action directly into a lab result
218. whatever you wish Now HEALTHonern is set up to scan pictures HEALTHone TM 5 1 CorrespondencePage 16 of 17 Scanning pictures in HEALTHonet To scan a single page 1 In HEALTHozeTM the button for insert multimedia object camera 2207 IR HEALTH has a down arrow next to it containing four options Choose the option Picture from scanner 3 Irfanview will open automatically Click on File Batch scanning 3 Don t change any options in here Just click OK 4 Your picture should now scan When it is completed it will show in Irfanview 5 Close Irfanview The picture will have saved into HEALTHonetm 6 To add a comment go to Insert item choose comment and type in your comment 7 Save and validate the transaction To scan multiple pages A Repeat steps 1 4 as above B Instead of closing Irfanview click on File Batch scanning again C Click OK D Repeat for each page you want to scan E When completed close Irfanview F The pages will have saved into HEALTHoneTM as one file G To add a comment go to Insert item choose comment and type in HELIX 221 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd your comment H Save and validate the transaction HEALTHone TM 5 1 CorrespondencePage 17 of 17 Own Notes 222in ZIR HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HELIX 223 HEA
219. xt to the comment attribute HELIX 375 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTHone TM 5 1 Miscellaneous features Page 11 of 11 Own Notes 376 a Sy HEALTH
220. y number In this case it is necessary to precede the text by a star HELIX 153 HEALTH Example Search for clonamox 250mg It s possible to change the search options by changing them in the menu item Options drug Module o Search on any part of the drug name If this option is not ticked the search is made on the first letters of the drug name only If this option is ticked you can search for a drug by typing in letters from any part of the drug name o Search on an empty value If this option is ticked all drugs in the database will be displayed immediately you open the PM when you have not typed in any search criteria If it is not ticked no drugs will be displayed until you start typing your search criteria Use the unchecked option if you need the PM to open faster Note Some advice If your search is made on the start of the drug name you can put a space in first and then you will be searching the following text in any part of the drug name HEALTHone TM 5 1 Prescription Manager Page 17 of 35 Searching for drugs based on the Equivalents It is possible to filter a list based on the equivalents of a given drug Click on the button on the tool bar 1547 EB HEALTH If we choose the first option above active substance having first typed tenormin as our search criterion we get the following result The PM displays all drugs containing atenolol in all its
221. y to the patient s file via HEALTHoz eTM s Data Exchange Module DXM There are three phases in this process 226in IR HEALTH O Collection of data from the laboratory r Transfer the data into the Data Exchange Module INBOX O Transfer the data from the INBOX to the patient s file Each laboratory has a Definition File created for it in the DXM This definition file defines The method of data collection i e Diskette Email other O Where the data is located on the receiving computer O Controls how it is converted into a format that HEALTHonetm an understand Controls how the DXM transfers the data into the patient s file Phase One Collection of Data from a Laboratory This could be in the form of a diskette posted from the laboratory or more commonly via EMAIL to the practice or some other form of electronic data transfer Consult the laboratory to determine which method is used Regardless of the method used the data will be in a folder Email Inbox on the receiving computer once phase one is completed Phase Two Transfer the Data into the Data Exchange Module INBOX 1 Click on the Data Exchange Module Receive button on the HEALTHone toolbar Illustrated opposite O The laboratory definition files are displayed HELIX 227 HEALTH 2 Select the definition that represents the laboratory that the data is being imported from Click on the Execute bu
222. yet started HEALTHoneTM for this session if you have go straight onto Creating A New Health Care Record below Starting the Program and Logging In Start the HEALTHonetM program and login e HEALTHonetM opens and the Patient selector window appears If you are unsure about starting HEALTHoneTM and logging in refer back to the beginning of the Getting Around session Creating a new Health Care Record This can be done directly from the Patient Selector Window DB New 1 Click once on the New icon at the bottom of the window e You are about to create the first transaction in this patient s file this is always the Patient Identification transaction e New Patient HCR created and the Patient Identification Items surname first name sex and date of birth automatically appear in the Item Panel HELIX 85 HEALTH Health One Version 6 0 User Manual Copyright 2010 Helix Health Ltd HEALTH one 2009 elk File Edit HCR Insert View Analysis Tools Window Help COHSY 8 Il Qe bom NG 3 th 55 25 05 Tu T i lt amp GB rikscore mY fa Probleme Vaccine Repeated drug Allergy Trends Administrative transaction Biling Appointment G Active C History Diagnostic Stat date a A 0 t a a DD first name sex date of birth tile of patient prefered name address of patient locality of patient Tee 2 po
223. you are asked to choose the document template 3 The document will be executed for each of the selected records Each letter in this instance will have a personalised greeting 3447 e HEALTH HEALTHone TM 5 1 DWH Analysis Builder Page 11 of 12 Creating an Action Plan for all the selected patients 1 Perform the analysis as described 2 Select all the patients with your mouse 3 Click on the Action Plan Icon as indicated above 4 Fill in the various fields as indicated and Click OK Note Here you can choose a The name of the responsible person to carry out the Plan of action b Whether you want an alert to be triggered when the patient file is opened This is the result in the action plan tab of the Patient Selector HELIX 345 HEALTH HEALTHone TM 5 1 DWH Analysis Builder Page 12 of 12 Own Notes HEALTHone TM 5 1 Mail Merge and Mail Shots Page 2 of 15 Mail Merging in HEALTHonet m HEALTHone document templates normally extract various bits of information from the patient file We often extract single administrative items such as the patient s first name surname etc or we can extract other data such as the medical history surgical history last consultation etc by means of HCR analyses This type of data is extracted when we create a letter from an individual patients file and is 3467 HEALTH described elsewhere Examples of such templates are quicklet or maternity claim

HEALTHone User Manual - HealthOne Ireland User Group

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