Presentation on theme: "X-Call Version V3.0 User Guide"— Presentation transcript:
1X-Call Version V3.0 User Guide A manual to explain how to identify arrived patients and call into a preferred location.Healthcare Training Section 1Jayex Technology LimitedXC Version V3.0July 2010 v1.0
2Contents Starting up the Jayex Bridge Application Starting up the X-Call Reception SoftwareShutting down the X-Call ApplicationSetting up X-Call features for LCDSetting up X-Call features for LEDSetting up X-Call for Call by NumberManaging CliniciansSetting up messages for LEDSetting up Consulting RoomsArriving a patient from X-Call ReceptionThe Clinician ListCliniCall WebFAQ’sJayex X-Touch V3.63 Doc
3Starting up the Jayex Bridge application From your Reception PC or where the Jayex Bridge has been installed, double click on the Jayex Bridge Icon.Nb. this must be started first before the X-Call Reception module to refresh the appointment list and before Clinicians can call patients.This will fetch today’s appointments from your Clinical Software, click on ‘Hide’ close window.When Jayex Bridge is running, it will appear in the system tray at the bottom of the desktop.
4Starting up the X-Call Reception Software Double click on the ‘X-Call Reception’ icon from your Desktop.This software may be on the same pc as for the Jayex Bridge or a separate pc.The Appointments list will pull across all appointments from your clinical system for the current day.Nb. If not, close down the application andre-start the Jayex Bridge . See next page.Nb. This screen can be minimised at the bottom of your desktop by clicking on the “-” symbol located above the Jayex logo on the top right of the software.
5Shutting down the X-Call application Close down X-Call Reception by clicking on the red ‘X’. Located on the top right of the software.From your Desktop tray right click over the Jayex Bridge icon and click on ‘Exit’.
6Everything you need to know to get the best from the product. X-Call – V3.0 SettingsEverything you need to know to get the best from the product.Healthcare Training Section 2Jayex Technology LimitedXC Version V3.0July 2010 v1.0
7Setting up X-Call features for LCD Click on ‘Settings’ and select ‘Login’.You will be requested to enter the password to access certain permissions for set up:Password = jayex1 will unlock settings to control the “LCD & LED patient call screen” and the “Manage Clinicians” tabsPassword = jayexts will unlock Admin Settings for D300 LED, style of patient call message, and device call message will show on (i.e. LCD or LED)
8If you have Jayex LCD Screen with multi-media installed and using the ‘jayex1’ password, select ‘X-Call’ LCD from the Settings Menu.These are your LCD settings. From here you can do the following:Call Alert Sound – Using the drop down feature you can select an alert sound for when a Patient is called. Click on ‘Play’ to test.Common Call Colour – Select the fore and background colours for patient calling.Nb. Click ‘Save’ to save your changes.
9Using the ‘jayexts’ password (from ‘Settings’ and ‘Login’) you have the option of further Admin Settings.These are your Admin Settings:Ensure the ‘LCD/TFT’ Screen is ticked and/or D300 LED Board (depending on your hardware).Screen Connection - If you have a reception pcwhich you want to use as normal, your LCD is connected to the PC using a USB to VGA. However if you have X-Media and patient calling enable the 2nd monitor to display on the LCD.By clicking on the drop down menu you can select the ‘patient call pattern’.Ensure you click on ‘Save’ if you have made any changes.
10Setting up X-Call features for LED Click on ‘Settings’ again and further options will appear.If you use an LED board, select ‘X-Call D300’.This indicates the serial ‘COM’ Port to which the D300 is connected to.Click ‘Save’ to confirm your changes.
11Setting up X-Call for ‘Call by Number’ By ticking the ‘Call By Number’ another option will appear to select ‘Ticket Options’.Using the drop down menu select the Ticket Printer.Type your Organisation Name to appear at the top of the ticket.To attach your Organisations Logo click on the browse icon to select your image from your PC.The Ticket Message allows you type free form text highlighting health promotion or waiting room requirements (max 50 characters) this will appear below the ticket number.
12To view the Ticket layout before saving, click on ‘Preview’. Click on the black ‘X’ to close.When you have click on ‘Save’ the application will close, you need to re-launch X-Call Reception.
13Managing CliniciansFrom the ‘Settings’ menu, select Manage Clinicians.This is a list of all Clinicians from your system.You can manage your Clinicians by disabling them if you no longer wish them to appear in the Appointments List.To disable a Clinician click once in the disable column, this will high light them in RED.To enable the Clinician, simply un-tick the disable column.
14Setting up ‘Messages’ for the D300 When ‘D300’ is selected from the Settings, a ‘Messages’ tab appears in X-Call Reception.To create a new message click on ‘New’ and the ‘Save’ and ‘Save As’ buttons become active.In the ‘Edit/View Message’ box type your text.
15Using the drop down options select message effects for the text created, this is selecting how you would like the message to appear on the PCD (Patient Call Display).When creating a new text click on ‘Save As’ and give this text a title, click ‘OK’ to save.The saved message will now appear in the ‘All Messages’ column.
16To activate messages to the board, from the ‘All Messages’ column, double click on the messages you would like to display and they will appear in the ‘Active Messages’ column.You can then use the ‘up and down’ arrows to scroll messages in a particular order.To remove a message from the ‘Active Messages’ column, double click with the mouse on each message you would like to remove (this will not remove/delete from the ‘All Messages’ column).To edit a message, from the ‘All Messages’ column, select the message you would like to edit. In the ‘Edit/View Messages’ column retype your text. When you come to saving by clicking on ‘Save’ this will over-write your original text. If you select to ‘Save As’ this allows you to re-name your message.
17Setting up Consulting Rooms By default X-Call will automatically set up Rooms from 1 – 10. You have the options to add, edit or remove.To ADD a room, type your new ‘Room Name’ (bottom of the screen) and then click on ‘Add’. This will then appear in the list. The ‘Target’ is to select which calling device to call this room to.To EDIT a room, right click over your selected room and select ‘Edit’, another window will open allowing you to make changes, click ‘Save’ and this will update the Rooms List.To DELETE a room, right click over your selected room and click on ‘Delete’, this will permanently remove from the ‘Room List’.
18Arriving a Patient from X-Call Reception Patients can be marked arrived from either X-Call Reception or the Clinical Appointments list. Right click on selected patient to mark arrived in X-Call.Nb. Marking patient arrived in X-Call Reception is only essential where call by number is required.This will change the status to ‘Wait’ and highlight as yellow.Nb. The ‘ArrTime’ will automatically be updated by your clinical system.
19The Clinician’s ListFrom X-Call Reception screen, click on the ‘Clinician List’ tab.To display the average waiting times and number of patients to your Patient Call Display, tick the ‘Display Avg. Waiting Time’ and ‘Display No. of Patients’ boxes.Double click on a Clinician’s Name and below you have the option to Edit their details and insert the Call Alias (this is how the GP’s name will appear when calling).Click ‘Save’ when you have made your changes.
20Clinicall WebCliniCall Web is a web-based application enabling you to Call Patients to your PCD.From your desktop double click on the CliniCall Web icon. (If you don’t have the CliniCall Web icon on your PC, see your Administrator).This will open up a web application.Using the drop down menu select a Clinician.Select then your Location (this is your room previously set up on the ‘Rooms’ tab in X-Call Reception).By clicking on the ‘More Options’ you have the option to Filter your Appointments either by ‘All Appointments’ or ‘Arrived Patients Only’.You can view appointments by selecting either ‘AM, ‘PM’ or ‘All Day’, this will filter your appointments list.If ‘Confirm Call’ is ticked, when you call a Patient a pop up message will appear confirming the patient you are calling before displaying on the PCD.Nb. Once you have selected your preferred settings, this will be saved as cookies, so next you log onto this PC this settings will still apply.
21All your questions and their answers. X-Call – V3.0 FAQ’sAll your questions and their answers.Healthcare Training Section 3Jayex Technology LimitedXC Version V3.0July 2010 v1.0
22How do I log-in to X-Call Reception to make changes? From ‘Settings’ click on ‘Login’ and a login window will be displayed. Type the password ‘jayex1’ and click ‘OK’. This will enable the other menus in this section so you are able to customise the X-Call functionality.What is the function of the Appointments List tab?This tab allows you to view the Appointments List and manually arrive Patients, you can see how many Patients are in today’s appointments list and you can see the basic details of patients. You can also refresh the list of patients by clicking on ‘File’ and then ‘Refresh List’What is the function of the Clinician List tab?This tab allows you to view the waiting times and number of patients waiting for each clinician (this feature is dependent on your appointments system). You can edit how their details appear when a patient is called to your Patient Call Display (PCD).How do I change the back and text colour of my LCD screen?From ‘Settings’ click on ‘Login’ (you only need to do this if the other menu settings are not accessible), select ‘X-Call LCD’ from the menu. From here ensure ‘Common Call Colour’ is ticked to allow you to change the back and text colour of your LCD screen. Click on ‘Save’ if you have made any changes.How do I change the ‘Call Alert Sound’?From ‘Settings’ click on ‘Login’ (you only need to this if the other menu settings are not accessible), select ‘X-Call LCD’ from the menu. From here ensure ‘Call Alert Sound’ is ticked. Use the dropdown arrow to select an alternative sound, you can test the sound (this comes from the Reception PC so make sure you have volume on) by clicking on ’Play’ icon. Click on ‘Save’ if you have made any changes.How do I change the ‘Patient Call Pattern’?From ‘Settings’ click on ‘Login’. A pop up window will appear asking for a password, type ‘jayexts’ and another window will open with further Admin Settings. On the right hand side, use the dropdown arrow to select your preferred ‘Patient Call Pattern’. Click on ‘Save’ if you have made any changes.
23How can I view appointments for a particular Clinician? How do I disable the ‘Number of Patients Waiting’ displaying on my PCD?From the ‘Clinicians List’ tab, the top right hand side of the screen, you will see the option to enable/disable ‘Average Waiting Time’ and the ‘Number of Patients Waiting’. NOTE: The default action on X-Call is to display the average waiting time (AWT) and the number of patients waiting (PW). You can also enable/disable for individual clinicians or for the whole surgery.How do I disable the ‘Number of Patients Waiting’ and ‘Average Waiting Time’ for a Clinician?From the ‘Clinician List’ tab, double click on a Clinician and the ‘Edit Clinician’ details will appear below. Right-hand side you have the option to disable/enable PW and AWT. Click on ‘Save’ if you have made changes.How can I change the way our Clinicians name is displayed on my PCD (Patient Call Display)?From the ‘Clinician List’ tab, double click on a Clinician and the ‘Edit Clinician’ details will appear below. In the ‘Call Alias’ this is how the Clinicians name will be displayed, in the ‘Call Location’ where the Clinician is located and patients will be called to. Click on ‘Save’ if you have made changes.How can I view appointments for a particular Clinician?From the ‘Appointments List’ tab select a Clinician from the dropdown menu; you will then see all appointments for that selected Clinician for the day.How do I manually mark a Patient as ‘Arrived’?From the ‘Appointments List’ tab select a patient from the list and right click. A menu will appear from where you can click on ‘Mark Arrived’ and the patient will be manually checked in.What happens if I have a problem starting up X-Call Reception?Exit the X-Call Reception process from the Task Manager and double-click on the X-Call Reception shortcut to start it again.