A Guide to ECG Cloud for SystmOne Users

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1 A Guide to ECG Cloud for SystmOne Users Welcome to your new ECG Cloud service. This equipment has been tested to work with your Virtual Desktop supplied by your local IT Service and will allow a clinician to request the following tests for a patient: 12 lead ECG test 24 hour holter analysis 24hour ambulatory blood pressure test The tests are performed within the practice however the clinician has the option to send the data for expert analysis without the need for secondary care referral. All test data is held within a centralised secure server environment with each test identified by a unique ID. The unique ID allows the test data to be analysed by a cardiology service provider without disclosing the identity of the patient. ECG Cloud is fully integrated with SystmOne to save you time. Some initial setup work is required and the purpose of this manual is to guide through the setup process and ongoing operation of the service. 1

2 Index Logging on to ECG Cloud Creating the ECG Cloud referral button Adding the ECG Cloud button to your SystmOne tool bar Completing Integration with SystmOne Requesting a test Performing an ECG Checking the quality of the ECG Performing a 24 hour ambulatory BP prepare the device Performing a 24 hour ambulatory BP download BP device data Performing a 24 hour ambulatory BP retrieve the study document Performing a 24 hour Holter Receiving a test Finding a particular test Forwarding a report Importing test results into SystmOne ECG Cloud System Administrator Guides Access the Practice Manager tools Update Practice Settings Create a new user Update an existing user Delete existing user(s) Reset a password 2

3 3

4 Logging on to ECG Cloud This guide explains how to login to ECG Cloud. Your system administrator (your Practice Manager) will provide you with your username and password. 1 Double click on the ECG Cloud icon on your desktop The ECG Cloud login screen will appear 2 Enter your username in the Username or field. This is normally your NHS address 3 Enter your password in the Password field and click Log In The ECG Cloud home screen will appear TIP: If you cannot remember your password, please click on the Forgotten your password link on the ECG Cloud home screen 4

5 Creating the ECG Cloud referral button 1 Whilst logged into SystmOne as system administrator go to the Setup menu, then select Users & Policy, followed by Organisation Preferences 2 Select Bookmarked URLs from the tree on the left hand side of the window The Organisation Preferences window will open The Bookmarked URLs preferences will appear on the right hand side of the window 3 Click on the Bookmark URL button The URL Bookmark window will open 4 Click on the Optional icon drop down menu and select an unused icon. [make sure the icon you choose is not associated with any existing application] 5 In the URL field enter plication 6 In the Name field enter Refer to ECG Cloud then click Ok The URL Bookmark window will close 7 Click Ok again The Organisation Preferences window will close and the ECG Cloud referral button will not be available for users to add to their tool bar 5

6 Adding the ECG Cloud button to your SystmOne tool bar 1 Whilst logged into SystmOne right click on the Quick Action tool bar, then select Configure Tool Bar 2 Left click on the tool bar you would like to add the ECG Cloud button to, then click the Amend Tool Bar button The Tool Bar Configuration window will open The Configure Tool Bar window will open 3 Type ECG in the search field, then click Search Results matching your criteria will appear 4 Double click on the Refer to ECG Cloud bookmark, then click Ok The Configure Tool Bar window will close 5 Click Ok The Tool Bar Configuration window will close and the ECG Cloud button will be appear on your tool bar INFO: Your system administrator will need to add the Refer to ECG Cloud bookmark to you Organisation Preferences before you can add it to your tool bar 6

7 Completing Integration with SystmOne 1 Whilst logged into SystmOne, click on the System menu followed by PC Settings 2 Select Client Integration from the tree on the left hand side of the screen 3 Tick the Enable Client Integration box and click Ok 4 Open the appropriate patient record, then click the Refer to ECG Cloud button in the Quick Action Toolbar 5 Enter your NHS address in the address field, and your Password in the password field, then click Login 6 Select your location from the dropdown box and click OK 7 Select the test type from the dropdown box then click Select The PC Settings window will open The Client Integration options will appear The PC Settings window will close The Authenticate to complete installation window will appear The Select Location window will appear The ECG Cloud Referral window will appear The Device Connected window will appear 8 Click Allow Connection A browser window will appear showing the referral details 9 Complete the referral as you normally would INFO: A demonstration video is available on the internet at support/allow ecg cloud connect systemone/ 7

8 Requesting a test 1 Whilst logged into SystmOne, open the appropriate patient record, then click the ECG Cloud referral button in the toolbar. 2 Select the appropriate test type from the drop down menu, then click Select 3 Complete the remainder of the form ensuring that you have included: Reason for test Relevant medical history Currently prescribed information Then click Next The ECG Cloud Referral window will open ECG Cloud will open in a new window with the patients details automatically transferred The Unique Job number is displayed 4 Click the View Patient Referral Form button The referral details will be displayed 5 Click Print to print the referral record and 2D barcode (the 2D barcode is used for ECG demographic data entry INFO: A demonstration video is available on the internet at support/register patient directly tpp systmone/ 8

9 Performing an ECG 1 Firmly place the ECG machine in the docking station and press the power button to switch on 2 Press the F1 button (ID) A blank form will appear 3 Scan the 2D barcode at the top of the referral form The patients details will appear on screen [TIP: You can also enter the information manually] 4 Remove the ECG machine from the docking station and connect it to the patient 5 Press the F6 button (Done) 6 Wait for four screens of clear ECG then press Auto The word Done will appear at the bottom of the screen 7 Firmly replace the ECG machine in the docking station 8 Press the XMT button to transmit the data The Transmission Status will appear on the screen INFO: A demonstration video is available on the internet at: support/perform resting ecg/ 9

10 Checking the quality of the ECG 1 Login into ECG Cloud (see the Logging On guide for instructions on how to do this), then select the Hub Port icon The Hub Port screen will appear 2 If you have more than one ECG machine at your practice, click View next to the appropriate ECG machine to select the machine that you are transmitting from 3 Perform and transmit the ECG (see Performing an ECG guide for instructions on how to do this) 4 Review the ECG quality and complete the short form, clicking Accept if the ECG quality is good, or Reject if the ECG quality is poor. After a few seconds the ECG will appear on screen (the length of time this takes is dependent on the internet connection) The Hub Port acceptance screen will appear INFO: A demonstration video is available on the internet at support/verify quality recorded ecg hubport/ 10

11 Performing a 24 hour ambulatory BP prepare the device 1 Connect the device to the PC using the USB cable then login to ECG Cloud. 2 Click on the Prepare 24 Hr BP Device icon The Prepare 24 Hr BP Device screen will appear 3 Input the patient detail using the relevant method below With a Job Number Without a Job Number A Under Option 1 enter the Job Number from the ECG Cloud Referral Form Under Option 2 select Blood Pressure from the drop down menu B Click Proceed Click Proceed C Complete the patient referral Form where required D Click Next 4 Confirm the details are correct and click Confirm 5 Click Prepare Device if prompted with the standard security warning click Run 6 Allow for Device Detection 7 Review and amend the schedule if necessary 8 Click Program Device The device will make a further beep sound 9 Click Ok You can now disconnect the device from the PC 11

12 Performing a 24 hour ambulatory BP download BP device data IMPORTANT before you download any data from the Suntech Oscar2 Device you must end the study. Without doing so the device will continue to take recordings and may cause problems when preparing future studies. 1 Connect the device to the PC using the USB cable then login to ECG Cloud. 2 Click on the Prepare 24 Hr BP Device icon 3 Click Launch BP Download Software if prompted with the standard security warning click Run 4 Allow for device detection 5 Click the Download button in the bottom right hand corner of the Device Manager You will hear a series of bleeps from the device 6 After the bleeps have finished click Ok and disconnect the device from the PC 12

13 Performing a 24 hour ambulatory BP retrieve the study document 1 Whilst logged into ECG Cloud click on the Home link at the top of the page to return to the Home screen The Home screen will appear 2 Click on the Reports View and Search icon The Reports View and Search screen will appear 3 Click on the Blood Pressure tab A list of tests/studies are listed in descending date and time order 4 Find the patient study you are looking for in the list and click on the View/Download button The patient study will now open 13

14 Performing a 24 hour Holter 1 Go to the ECG Cloud login screen (see the Logging On guide for instructions on how to do this), then click on the Refer Patient option at the bottom of the screen 2 Enter your practice postcode in the Practice Postcode field, then select your practice from the dropdown list 3 Select the appropriate test from the drop down menu and click the Next button 4 Complete the form as required and click the Next button 5 Click Yes to confirm that the details are correct The Find Your Practice screen will appear The test Type selection field will appear The Patient Detail and Referral Details screen will appear The Confirm Action message will appear A confirmation screen will appear with a unique job number and a device will be sent out to you within 3 working days INFO: A demonstration video is available on the internet at support/request ready use loan device/ 14

15 Receiving a test 1 Login into ECG Cloud (see the Logging On guide for instructions on how to do this), then select the Report Viewer and Search icon 2 Locate the patient s report from the list and click on the View/Download icon [INFO: Reports are listed in order of test date] The Reports Viewer screen will appear The report will appear on the screen with information including: Reason for test Report results Status traffic lights Cardiology comment Patient history The original trace 15

16 Finding a particular test 1 Whilst on the Report Viewer screen click on the Find Reports icon 2 Enter the patient s name or unique patient number and click the View Results button The Find Reports search screen will appear All reports matching your criteria will be displayed 16

17 Forwarding a report The Report Viewer allows you to forward a link to any report. This is known as sharing a report since only a link (valid for 14 days) is sent to the recipient and not a full copy of the document. The recipient will only have access to the anonymised version of the report and the link can be disabled at any time. 1 Whilst viewing the relevant report click on Share Report located at the top of the screen 2 Enter the recipient address and a short message in the relevant fields then click Share The Share Report side bar will appear on the right hand side of the screen The report will be forwarded 17

18 Importing test results into SystmOne 1 Log in to SystmOne and retrieve the appropriate patient record 2 Login into ECG Cloud (see the Logging On guide for instructions on how to do this), then select the Report Viewer and Search icon 3 Locate the patient s report from the list and click on the View/Download icon The Reports Viewer screen will appear The report will appear on the screen [INFO: Reports are listed in order of test date] 4 Click the Import to EPR link at the top of the screen An application will launch 5 Click Save to proceed A message will appear once the import is complete 6 Click Ok 7 Go back to SystmOne and select the Record Attachment node form the tree on the left hand side of the screen A list of record attachments will appear on the right hand side of the screen and you will find the report in the list INFO: A demonstration video is available on the internet at support/import ecg report tpp systmone/ 18

19 ECG Cloud System Administrator Guides Access the Practice Manager tools ECG Cloud s Practice Manager Tool offers a convenient way for nominated practice staff to add, update and delete ECG Cloud users within their organisation. These users may include GPs, nurses, healthcare assistants and more. The practice manager can also amend practice contact details and notification settings. 1 Double click on the ECG Cloud icon on your desktop The ECG Cloud login screen will appear 2 Enter your username in the Username or field. This is normally your NHS address 3 Enter your password in the Password field and click Log In 4 Single click the icon labelled Practice Manager The ECG Cloud home screen will appear The Practice Manager Tool will open TIP: If you do not see the Practice Manage icon but require it, please contact support. 19

20 Update Practice Settings 1 Whilst logged into the Practice Manager Tool on ECG Cloud click on Practice Settings 2 Review and amend the form where necessary then click Save Changes The Amend Practice Settings form will appear Your changes will now be saved 20

21 Create a new user 1 Whilst logged into the Practice Manager Tool on ECG Cloud click on the Users tab The Users screen will open 2 Click on the Create A New User link The Create New User form will appear 3 Complete the form under General Details 4 Pick a user type under Access Control. TIP: You can fine tune a user s tool sets by changing the switches for each tool. A green switch means the user can see the icon on their main menu and blue means they cannot. 5 Scroll to the bottom of the page and click Submit 21

22 Update an existing user 1 Whilst logged into the Practice Manager Tool on ECG Cloud click on the Users tab 2 Click on the Edit User button to the far right of the user s row 3 Amend the details where necessary, then scroll to the bottom of the page and click Submit The Users screen will open The user s details will be displayed Your changes will now be saved 22

23 Delete existing user(s) 1 Whilst logged into the Practice Manager Tool on ECG Cloud click on the Users tab The Users screen will open 2 Find the users that you wish to delete and select them by clicking on the checkbox to the left of their name 3 Click on the Remove Selected User(s) link A message will appear asking you to give a reason for deletion 4 Optionally give a reason for deletion, then click Confirm The user(s) will be deleted 23

24 Reset a password Every user can reset their own password using the Forgotten your password? link from the login form; however it requires the user to have a registered address. For those that do not please follow the instructions below to reset their password. 1 Whilst logged into the Practice Manager Tool on ECG Cloud click on the Users tab 2 Find the user in the list and click on the Reset Password button to the far right on the user s row 3 Complete the Reset Password Form then click Submit The Users screen will open The Reset Password Form will appear The password will now be reset TIP: It is recommended that the user changes their password when they next log in. 24

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