Presentation on theme: "LifeStream™ Manager Basic Training"— Presentation transcript:
1LifeStream™ Manager Basic Training TriageCustomizeIntegrateLifeStream™ Manager Basic TrainingOctober 2013Compatible with LifeStream Version 4.11CP352.01Honeywell Confidential – Do not forward or distribute
2LifeStream Manager Basic Training GoalDevelop an in-depth understanding of the LifeStream Manager interface to optimize its use and manage telemonitored patients more effectivelyObjectivesReview features and user interface navigationIncrease application of LifeStream functionality to improve workflows and efficienciesIntegrate telehealth data into patient management activitiesModule Length: Approximately 60 minutesBest Practice: Access to the LifeStream Manager application is recommended if completing training as a self-study, or in conjunction with HomMed Clinical Consultant trainingEvaluation: LifeStream Application Competency – CHoneywell Confidential – Do not forward or distribute
3Training Agenda What is LifeStream Manager? User Interface Overview LoginTool bars and navigation paneIcons, filters, and hover featureData ManagementCreating lists to customize your applicationAdmitting Patients into LifeStreamClinical ManagementFamiliarizing yourself with Current StatusResponding to patient data or ‘Charting’Utilizing reports to share information across the care continuum
4LifeStream Manager Overview Create a More Complete Picture of Patient HealthLifeStream Manager helps streamline clinical workflows while improving coordination throughout the care continuum. Through the consolidation of patient biometric data from Genesis Touch and Genesis DM monitors, care providers can effectively monitor patients for more informed clinical-decision making .Customized care plans can be created to tailor the way patientcare is delivered, and enable clinicians to manage multiplepatient populations across a variety of risk factors.
5Indications for UseLifeStream receives, displays, and stores monitored biometric data for review and interpretation by qualified healthcare professionals after patients complete their scheduled biometric collectionLifeStream is not intended for emergency use and does not provide real-time, critical-care monitoring of patient vital signs* Reference the LifeStream Product Manual for a complete list of warnings and cautions for use
6LifeStream Manager Benefits Improve quality of careCreate a more complete picture of patient health by expanding the type of information being monitored, and analyze trends over timeHelp patients stay healthy at home by providing reliable and continuous clinical oversightEasy to useManage a large number of patients at any timeGenerate a wide range of reports to help demonstrate the value of your telehealth programUser interface offers care providers the ability to modify how patient data/workflows are viewed on their desktopFlexible, customized solutionsCustomized user interface increases care provider efficiencies by providing a holistic picture of the patient’s condition
8LifeStream Manager Login To begin, enter your username and password into the login screenNote:Before you can view and work with patient data or perform other tasks in LifeStream, your LifeStream Administrator must enter you into the system as an authorized user.Only you should use your user name and password. Sharing user names and passwords may violate your organization’s privacy policies and could result in a violation of patient privacy.
9Home Screen Overview Title Bar Menu Bar Tool Bar Icons Navigator Pane / Quick Select
10User Interface Navigation FeatureActionThe Title Bar provides the name of the application, the name of the patient selected for review and the window control buttons in the upper right corner.Title BarThe Menu Bar features a series of menus that control the operations of the Application. Clicking on any menu title opens up a drop-down box of options and commands that control the Application.Menu BarThe Toolbar contains navigation icons that open up various screens for the user and provide common features of the application along with certain specific screen commands.Tool BarHint: Hover over any icon for a description of the tool
11User Interface Navigation FeatureActionNavigator PaneThe Navigator Pane, located on the left side of the Home Screen, offers the most common options available for each user’s role and privileges.Quick Select displays ACTIVE patient names associated with the site/category selected , replacing the Navigator Pane temporarily.Quick Select
12Password SettingsLifeStream security relies on every user maintaining their own User Name & PasswordTo change password go to:ToolsChange PasswordUser access hintsLifeStream requires passwords between 6 and 16 characters in length. For security purposes your password should include both letters and numbers (alphanumeric)LifeStream will default to the Login screen if left idle for 30 minutesYou will not be prompted to change your password on a scheduled basis, but it is recommended that you do so periodically, or according to your organization’s IT security policiesOnly the assigned user should use this user name and password. Sharing user names and passwords may violate your organization’s privacy policies and could result in a violation of patient privacy.
13Individual User Settings User Settings: Located under ToolsThe Vitals pane can be turned on or off in User Settings. If this option is turned off, some of the features may not be visible.Font size may also be adjusted.Column Selection:To select which columns appear hover over one of the existing column headers and right click to select Column choices.Click and drag columns to reposition them once you have made your selections.
15Data Management Functions Organizational Navigator: Creating ListsCare ProviderDiagnosesEquipment and Manual Entry MonitorInsurers and MedicationSites and Categories
16Organizational Navigator Field Best Practice:To avoid duplication and/or multiple sites and categories, assign one owner of data management functionsDefine ownership responsibilities in your telehealth policies and procedures
17Creating Lists: Care Providers 3. Add, Edit, or Delete Care Providers2. Review Care Provider Types and enter additional types, as needed7. Click Save1. Click Care Providers4. Enter the provider data6. Phone and Address5. Designate as Category (optional)Note:To edit an existing Care Provider, select their name from the Care Provider list
18Creating Lists: Diagnosis 2. Choose Add Diagnosis3. Enter Diagnosis (Required) and ICD Code (optional)4. Check Patient Category box to designate as a Category (optional)1. Click Diagnoses5. Click OK
19Creating Lists: Equipment List Equipment List allows you to:Edit Equipment Status / LocationAssign Selected EquipmentUnassign Selected EquipmentReplace EquipmentAdd Notes
20Creating Lists: Equipment List Manual Entry Monitor in Equipment List: Utilizes Clinician Entered VitalsAllows for patients to be on manual vitals collection only, without a physical monitorAllows switching to a real monitor at any time without loss of dataBehaves as a real monitorAllows user to set a schedule (reminder for calling patient for readings)Requires a monitor number utilizing the PIN number 7 digits and 3 additional alpha numeric digits.
22Admitting Patients: Overview The process of adding patients into LifeStream involves the following series of steps:Identify the patient and provide their demographic informationIdentify the patient’s emergency contacts, who may include family members, friends, neighbors, and/or care providersAssign care providers who are responsible for the patient’s careAssign insurer(s) who are responsible for reimbursementsAssign patient diagnosis(es)Set alert limits, which identify a range of vital sign parameters for each patientBest Practice:While you are not required to enter data into all patient fields, the more details you can provide, the better record you will have for each patient
23Admit a Patient: Search Patient Records 1. Select the ADMIT PATIENT Icon2. Enter the first and last names3. Search All Sites4. SEARCH RESULTS: Duplicate RecordExisting Patient Found?Select the Correct Patient from the list of patient namesClick the Use Selected Patient button.New Patient?a. Click the Create New Patient buttonb. The Demographics page is automatically displayed.If no match is found – demographics page will be displayed
24Admit a Patient: Demographics 7. Title Bar displays the patient name AFTER Saving6. Save2. Patient Demographics:Shaded fields are required - include as much data as possible.1. Select a Site from the drop down menu to group patients assigned to similar sites3. Custom Fields may be tailored by the Administrator4. Outcomes Questionnaire: Refers to Vital Sign questions directed to the patient5. Enter Patient Phone Number (s)The more complete information you have on each patient, the more robust your system will be.
25Add Patient Contacts 1. Add Contact Icon 2. Required fields are highlighted in yellow3. Choose Relationship to Patient and click OK
262. Search For, and Choose Care Provider Assign Care Providers: Doctors, Nurses, Therapy1. Edit Care Providers2. Search For, and Choose Care Provider3. Highlight Care Provider, Click Left Arrow to Assign
27Assign Insurers Note: All other fields are optional 2. Add Insurer3. Choose Insurer4. Click Primary and OK1. Click InsurerNote:All other fields are optionalOnly Primary Insurers are displayed on the LifeStream screens and Standard reports
28Assign Equipment Repeat steps above to assign additional equipment 5. Verify Patient6. Click Assign to complete the process2. Click Monitor Tab3. Find Monitor: Sort by Serial Number column, or use Search field4. Choose desired monitor1. Click Equipment ListRepeat steps above to assign additional equipmentA monitor must be assigned before adding a Scale or Oximeter
29Assign Diagnosis2. Click Edit Diagnosis1. Select Patient Information4. Click Primary3. Choose Diagnosis, click left arrow to add to Patient Diagnosis5. Click Close to saveYou may choose as many diagnoses as applicable for each patientIf the desired diagnosis is not in the Available Diagnosis list, it will first need to be added into LifeStream under the Organization. Refer to “Creating Lists” training topics for further information
30Set Alert LimitsAlert Limits are part of the admit process and will be customized for each patient.Develop vital sign parameters based upon the patient’s history, current assessment and physician’s orders.Recommendations:Use a default set of parameters and adjust as needed, orUse the smart limits and adjust over timeMeaningful alert limits assist clinicians with providing timely interventions to prevent or reduce re-hospitalizations.Edit Alert Limits iconSetting Alert Limits:All Vital Sign measurements need alert limits setEach Vital will have a Low and High range enteredCheck Alert Enabled to activate each limit and enter a low and high settingAlert if Missing provides an indicator of Missing Data any time data does not transmitMonitor for CHF sends an alert with a daily / weekly weight change even when within the pound parameters.Smart Limits will set alerts limits based on the last received Vital Sign packetClick the Save icon when completeFollow the above steps for other peripherals as neededSave
32Equipment Setup: Remote Programming Option 4. Remotely program monitors2. Schedule monitor prompt times1. Patient | Equipment SetupAvailable for remotely programmable monitors with transmission connectionsStreamlines the monitoring process by allowing LifeStream users to change options without the need for an in-person patient visit3. Schedule readings up to 4 times/dayBest Practices:Monitor daily at the same time to help establish behavior for improved wellnessSchedule Readings whether the monitor is remotely programmable or notScheduled Readings notify LifeStream when to expect readings and will generate a Transmit Error if none are received.Confirm settings on all tabs prior to continuing, including Schedule, Patient Settings, Questions, Peripherals, and Equipment Settings
33Equipment Setup: Patient Settings Language: Select the language in which the patient will receive instructionsOnly the languages available in the selected monitor will appearInflation Pressure: Select the inflation pressure to be used for the blood pressure cuff.The default inflation pressure is 175 mmHg, and is used only the first time blood pressure is taken after powering upThe monitor saves the last blood pressure reading into memory and the next inflation pressure is 35 mmHG above the last saved systolic readingTo reset the default, power the monitor off, then on again
34Equipment Setup: Questions Question TypesOutcomes Questions:Patient can self-report hospitalizations, ER visits, med changes, or unexpected physician visitsCommonly asked once/weekCheck the Outcomes Questionnaire box in Demographics to include in reportsDisease Management Questions:Associated with educational contentWhen patient answers Yes to any questions they will be presented with educational content5. Click Save21Choose questionsClick All to ask questions every day of the week, or select specific days onlyIncorporate subjective questions with the monitoring process to help further assess patients’ conditionTip: Up to 10 questions may be selected, but 3 – 5 is most common
35Equipment Setup: Multi-Level & Expanded Questions Question Tree structure for selecting and programming questions in LifeStreamQuestions arranged into Disease management categories/folders for easy selectionMulti-Level Questions*Pain Management (NEW Category)Fall Management (NEW Category)Patient Satisfaction (9)Total New Questions (35)* Genesis DM v4.13 ONLY
36Equipment Setup: Peripherals 1. Select Edit icon on the toolbar3. Select the Schedule: Customize Daily, Off, First Reading, or All Readings2. Choose a peripheral4. Select mode of acquisition if using Genesis Touch: Off, Patient Entered, or Connected Device5. Repeat steps 1 – 4 with each PeripheralPeripherals must be scheduled and active prior to useWhen finished setting up peripherals, select the Save icon to activateUnavailable devices on this monitor will be grayed out
37Equipment Setup: Equipment Settings Configuring Equipment SettingsYou have the ability to set up equipment individually, one at a time from scratch, or to use presets. Select the Edit Icon to make changes.Key fields to adjust include:VolumeSpoken VitalsOximeter PortDaylight SavingsVerify the BP and Scale are ONAssign Ports as neededNotes:Assign only one peripheral to each portGray fields indicate not available onthis particular monitor, or notremotely configurable.
39Clinical Management Agenda Familiarizing with Current StatusCharting: Responding to patient dataReporting: Share patient data with other care providers across the continuum
40Graphic Trend of selected vitals Current StatusContent DescriptionsOpening Screen displays unacknowledged vitalsReadings pane is in the center of the displayVitals Display Pane in the upper right cornerQuestions Pane immediately below Vitals DisplayGraphic Trend of selected vitals displayedReadings PaneVitals PaneQuestions PaneGraphic Trend of selected vitals
41Customize ViewUsers may choose the columns to be displayed in the Current Status window based on their preferencesClick and drag columns to change the order in which they are displayed, or adjust column width1. Hover mouse over any column heading and right-click2. Select Column Chooser and check all boxes to be displayed
42Lockout/Read Access Only Choose the Locked setting to identify when another clinician is working on the same patient to avoid duplication of efforts, or accidentally overriding their workWhen active, the lock indicates the chart is in use by another clinician
43Responding to Patient Data Respond to Readings Options:HoldAcknowledgeInvalidateCharting:Responses are a Clinical Record tied to the name of the clinician attached to each actionComments should follow good clinical documentation practices, including notes to support an “alert” and calls to other ProvidersYour clinical documentation should make your Nursing instructors proud!
44Responding to Patient Data 1. Patient Data being addressed2. Response Selections3. Patient Messages SelectionsResponse Selections: Utilize check boxes for documentation purposes and to run reports within LifeStreamPatient Messages: Clinical may send responses to patient with additional questions or to request a retest (Optional)Comments: Free-text section for additional informationInvalid/Valid: Erroneous information may be invalidated and re-entered if needed.Uncheck the invalid vital signAdd explanation in CommentsClick Save ValidityNote: A reading can only be invalidated BEFORE it is acknowledged4. Comments section for free text5. Validation buttons6. Signature / Completion buttons
45Place a Reading On HoldShould you place a reading on hold, follow up documentation options include Keep on Hold, Take off Hold or Acknowledge.Hold allows the user to provide comments to a reading packet when placed on hold and have the reading packet remain on hold.Three options include:Place on hold: Place patient on holdKeep on hold: Document again when on hold, then keep on holdTake off hold: Take off hold if no longer neededBest Practice: Create a process within the organization to take off hold and escalate to a different user role in the event that the patient was placed on hold by mistake
46Clinician-Entered Vital Signs: Overview Clinicians may manually enter vital signs in the event of a transmission errorClinician Entered manual packet will display in current statusThe ( C ) indicator identifies vital signs reported by a patient, but entered by a clinicianClinician-entered vital signs will be tracked and trended the same way as those coming directly from the monitorAlert limits will apply as normal and manually entered vitals packets will be designated witha color indicator as to their status.Note: Clinician-entered vital signs do notauto-acknowledge previous packets – theymust be responded to like any other vital signCurrent Status:
47Clinician-Entered Vitals: Workflow Access Clinician-Entered Vitals through:Tabular TrendsEquipment SetupRespond to Readings1. Click iconClick the Icon located on the toolbar to launch the vital sign dialog box:2. Enter Vital Signs and Date/TimeSeparate tabs are availble for core Vitals, Glucose, Peak Flow, and PT/INREnter comments prior to saving (optional)Creates packet on Current status that must be handled like a standard monitor packetNote: Remember to also identify the Date/Time before saving3. Enter Comments (Optional)4. Save
48Patient Reports: Share Data with Other Care Providers Patient data reports may be exported electronically, or printed, based on preferenceTo print reports:Select the Print icons on the Tool BarAny patient data screen may be printed in LifeStream including Current Status and Tabular TrendsTo Customize Reports use the Standard Reports drop down menuReports include:Patient Reports: Graphical Trends, Multi-Patient Trends and Tabular TrendsSite Reports: Equipment List, Patient Compliance, Multi-Patient ResponseOrganization Reports: Clinician Activity, Outcomes Questions & System Log
49Patient Reports: Tabular Trends Patient Reports offers many individual and groups of patient reportsTabular & Graphical Trends are used for individual patient reportingMulti-Patient Trends may be used for multiple patients filtered by care provider, diagnosis, location, etc.Notes Reports allows you to review many days of charting on a single pageStandard Reports
501. Click Reports Options icon Patient Reports: Tabular TrendsAll reports have similar options. Follow the steps below to customize them.5. Print Report1. Click Reports Options icon6. Click Save as Default icon if you wish to reuse the same template next time2. Select Report Period3. Select details to be included in reportChoose from default Quick Date options, or choose a specific Begin Date and End Date.4. Preview Report
51Patient Reports: Tabular Trends Example Reports may be adjusted to meet the needs of Doctors and patientsSave the report as the default to streamline the reporting process
53Additional Educational Resources Access Help menus, Quick Reference Guides, and confirm your LifeStream version within LifeStream via the Help MenuAccess product manuals, training videos, and other Clinical Support materials via the password-protected pages on our website:Contact your Honeywell HomMed team:Regional Territory ManagerClinical ConsultantCustomer Service:Confirm your version of LifeStream: