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Manage Customize Triage Integrate LifeStream™ Manager Basic Training October 2013 Compatible with LifeStream Version 4.11 CP352.01Honeywell Confidential.

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Presentation on theme: "Manage Customize Triage Integrate LifeStream™ Manager Basic Training October 2013 Compatible with LifeStream Version 4.11 CP352.01Honeywell Confidential."— Presentation transcript:

1 Manage Customize Triage Integrate LifeStream™ Manager Basic Training October 2013 Compatible with LifeStream Version 4.11 CP352.01Honeywell Confidential – Do not forward or distribute

2 LifeStream Manager Basic Training Develop an in-depth understanding of the LifeStream Manager interface to optimize its use and manage telemonitored patients more effectively Goal Review features and user interface navigation Increase application of LifeStream functionality to improve workflows and efficiencies Integrate telehealth data into patient management activities Objectives Module Length: Approximately 60 minutes Best Practice: Access to the LifeStream Manager application is recommended if completing training as a self-study, or in conjunction with HomMed Clinical Consultant training Evaluation: LifeStream Application Competency – C Honeywell Confidential – Do not forward or distribute

3 What is LifeStream Manager? User Interface Overview –Login –Tool bars and navigation pane –Icons, filters, and hover feature Data Management –Creating lists to customize your application Admitting Patients into LifeStream Clinical Management –Familiarizing yourself with Current Status –Responding to patient data or ‘Charting’ –Utilizing reports to share information across the care continuum Training Agenda 3

4 Honeywell Confidential – Do not forward or distribute Create a More Complete Picture of Patient Health LifeStream 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 patient care is delivered, and enable clinicians to manage multiple patient populations across a variety of risk factors. LifeStream Manager Overview 4

5 Honeywell Confidential – Do not forward or distribute LifeStream receives, displays, and stores monitored biometric data for review and interpretation by qualified healthcare professionals after patients complete their scheduled biometric collection LifeStream 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 Indications for Use 5

6 Honeywell Confidential – Do not forward or distribute Improve quality of care Create a more complete picture of patient health by expanding the type of information being monitored, and analyze trends over time Help patients stay healthy at home by providing reliable and continuous clinical oversight Easy to use Manage a large number of patients at any time Generate a wide range of reports to help demonstrate the value of your telehealth program User interface offers care providers the ability to modify how patient data/workflows are viewed on their desktop Flexible, customized solutions Customized user interface increases care provider efficiencies by providing a holistic picture of the patient’s condition LifeStream Manager Benefits 6

7 Honeywell Confidential – Do not forward or distribute User Interface Overview 7

8 Honeywell Confidential – Do not forward or distribute To begin, enter your username and password into the login screen Note: 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. To begin, enter your username and password into the login screen Note: 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. LifeStream Manager Login 8

9 Honeywell Confidential – Do not forward or distribute Title Bar Menu Bar Tool Bar Icons Navigator Pane / Quick Select Home Screen Overview 9

10 Honeywell Confidential – Do not forward or distribute Title Bar Menu Bar Tool Bar FeatureAction The 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. The 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. The 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. User Interface Navigation Hint: Hover over any icon for a description of the tool 10

11 Honeywell Confidential – Do not forward or distribute Navigator Pane FeatureAction The Navigator Pane, located on the left side of the Home Screen, offers the most common options available for each user’s role and privileges. User Interface Navigation Quick Select Quick Select displays ACTIVE patient names associated with the site/category selected, replacing the Navigator Pane temporarily. 11

12 Honeywell Confidential – Do not forward or distribute LifeStream security relies on every user maintaining their own User Name & Password To change password go to: –Tools –Change Password User access hints –LifeStream 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 minutes –You 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 policies Only 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. Password Settings 12

13 Honeywell Confidential – Do not forward or distribute User Settings: Located under Tools –The 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. Individual User Settings 13

14 Honeywell Confidential – Do not forward or distribute Data Management 14

15 Honeywell Confidential – Do not forward or distribute Organizational Navigator: Creating Lists Care Provider Diagnoses Equipment and Manual Entry Monitor Insurers and Medication Sites and Categories Data Management Functions 15

16 Honeywell Confidential – Do not forward or distribute Best Practice: To avoid duplication and/or multiple sites and categories, assign one owner of data management functions Define ownership responsibilities in your telehealth policies and procedures Organizational Navigator Field 16

17 Honeywell Confidential – Do not forward or distribute Creating Lists: Care Providers Click Care Providers 3. Add, Edit, or Delete Care Providers 2. Review Care Provider Types and enter additional types, as needed 4. Enter the provider data 5. Designate as Category (optional) 7. Click Save 6. Phone and Address Note: To edit an existing Care Provider, select their name from the Care Provider list

18 Honeywell Confidential – Do not forward or distribute 2. Choose Add Diagnosis Creating Lists: Diagnosis Click Diagnoses 3. Enter Diagnosis (Required) and ICD Code (optional) 4. Check Patient Category box to designate as a Category (optional) 5. Click OK

19 Honeywell Confidential – Do not forward or distribute Equipment List allows you to: Edit Equipment Status / Location Assign Selected Equipment Unassign Selected Equipment Replace Equipment Add Notes Creating Lists: Equipment List 19

20 Honeywell Confidential – Do not forward or distribute Manual Entry Monitor in Equipment List: Utilizes Clinician Entered Vitals Allows for patients to be on manual vitals collection only, without a physical monitor Allows switching to a real monitor at any time without loss of data Behaves as a real monitor Allows 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. Creating Lists: Equipment List 20

21 Honeywell Confidential – Do not forward or distribute Admitting Patients into LifeStream 21

22 Honeywell Confidential – Do not forward or distribute The process of adding patients into LifeStream involves the following series of steps: Identify the patient and provide their demographic information Identify the patient’s emergency contacts, who may include family members, friends, neighbors, and/or care providers Assign care providers who are responsible for the patient’s care Assign insurer(s) who are responsible for reimbursements Assign patient diagnosis(es) Set alert limits, which identify a range of vital sign parameters for each patient Best 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 22 Admitting Patients: Overview

23 Honeywell Confidential – Do not forward or distribute 4. SEARCH RESULTS: Duplicate Record Existing Patient Found? a.Select the Correct Patient from the list of patient names b. Click the Use Selected Patient button. New Patient? a. Click the Create New Patient button b. The Demographics page is automatically displayed. If no match is found – demographics page will be displayed Admit a Patient: Search Patient Records 1. Select the ADMIT PATIENT Icon 2. Enter the first and last names 3. Search All Sites 23

24 Honeywell Confidential – Do not forward or distribute 2. Patient Demographics: Shaded fields are required - include as much data as possible. 5. Enter Patient Phone Number (s) The more complete information you have on each patient, the more robust your system will be. Admit a Patient: Demographics 6. Save 4. Outcomes Questionnaire: Refers to Vital Sign questions directed to the patient 1. Select a Site from the drop down menu to group patients assigned to similar sites 3. Custom Fields may be tailored by the Administrator 7. Title Bar displays the patient name AFTER Saving 24

25 Honeywell Confidential – Do not forward or distribute 1. Add Contact Icon 25 Add Patient Contacts 2. Required fields are highlighted in yellow 3. Choose Relationship to Patient and click OK

26 Honeywell Confidential – Do not forward or distribute 2. Search For, and Choose Care Provider 26 Assign Care Providers: Doctors, Nurses, Therapy 1. Edit Care Providers 3. Highlight Care Provider, Click Left Arrow to Assign

27 Honeywell Confidential – Do not forward or distribute 2. Add Insurer 3. Choose Insurer 4. Click Primary and OK 27 Assign Insurers Note: All other fields are optional Only Primary Insurers are displayed on the LifeStream screens and Standard reports 1. Click Insurer

28 Honeywell Confidential – Do not forward or distribute 3. Find Monitor: Sort by Serial Number column, or use Search field 28 Assign Equipment 1. Click Equipment List 2. Click Monitor Tab 4. Choose desired monitor 5. Verify Patient 6. Click Assign to complete the process Repeat steps above to assign additional equipment A monitor must be assigned before adding a Scale or Oximeter

29 Honeywell Confidential – Do not forward or distribute29 Assign Diagnosis 2. Click Edit Diagnosis 1. Select Patient Information 3. Choose Diagnosis, click left arrow to add to Patient Diagnosis You may choose as many diagnoses as applicable for each patient If 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 4. Click Primary 5. Click Close to save

30 Honeywell Confidential – Do not forward or distribute30 Set Alert Limits Alert 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, or Use the smart limits and adjust over time Setting Alert Limits: All Vital Sign measurements need alert limits set Each Vital will have a Low and High range entered Check Alert Enabled to activate each limit and enter a low and high setting Alert if Missing provides an indicator of Missing Data any time data does not transmit Monitor 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 packet Click the Save icon when complete Follow the above steps for other peripherals as needed Edit Alert Limits icon Meaningful alert limits assist clinicians with providing timely interventions to prevent or reduce re-hospitalizations. Save

31 Honeywell Confidential – Do not forward or distribute Equipment Setup 31

32 Honeywell Confidential – Do not forward or distribute32 Equipment Setup: Remote Programming Option Best Practices: Monitor daily at the same time to help establish behavior for improved wellness Schedule Readings whether the monitor is remotely programmable or not Scheduled 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 1. Patient | Equipment Setup Available for remotely programmable monitors with transmission connections Streamlines the monitoring process by allowing LifeStream users to change options without the need for an in-person patient visit 3. Schedule readings up to 4 times/day 4. Remotely program monitors 2. Schedule monitor prompt times

33 Honeywell Confidential – Do not forward or distribute Language: Select the language in which the patient will receive instructions –Only the languages available in the selected monitor will appear Inflation 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 up –The monitor saves the last blood pressure reading into memory and the next inflation pressure is 35 mmHG above the last saved systolic reading –To reset the default, power the monitor off, then on again 33 Equipment Setup: Patient Settings

34 Honeywell Confidential – Do not forward or distribute34 Equipment Setup: Questions Incorporate subjective questions with the monitoring process to help further assess patients’ condition Tip: Up to 10 questions may be selected, but 3 – 5 is most common Question Types Outcomes Questions: Patient can self-report hospitalizations, ER visits, med changes, or unexpected physician visits Commonly asked once/week Check the Outcomes Questionnaire box in Demographics to include in reports Disease Management Questions: Associated with educational content When patient answers Yes to any questions they will be presented with educational content Choose questions 4.Click All to ask questions every day of the week, or select specific days only 3.Choose questions 4.Click All to ask questions every day of the week, or select specific days only 5. Click Save

35 Honeywell Confidential – Do not forward or distribute35 Equipment Setup: Multi-Level & Expanded Questions Question Tree structure for selecting and programming questions in LifeStream Questions arranged into Disease management categories/folders for easy selection Multi-Level Questions * Pain Management (NEW Category) Fall Management (NEW Category) Patient Satisfaction (9) Total New Questions (35) * Genesis DM v4.13 ONLY

36 Honeywell Confidential – Do not forward or distribute Peripherals must be scheduled and active prior to use When finished setting up peripherals, select the Save icon to activate Unavailable devices on this monitor will be grayed out 36 Equipment Setup: Peripherals 1. Select Edit icon on the toolbar 2. Choose a peripheral 3. Select the Schedule: Customize Daily, Off, First Reading, or All Readings 4. Select mode of acquisition if using Genesis Touch: Off, Patient Entered, or Connected Device 5. Repeat steps 1 – 4 with each Peripheral

37 Honeywell Confidential – Do not forward or distribute Configuring Equipment Settings You 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: –Volume –Spoken Vitals –Oximeter Port –Daylight Savings Verify the BP and Scale are ON Assign Ports as needed Notes: Assign only one peripheral to each port Gray fields indicate not available on this particular monitor, or not remotely configurable. 37 Equipment Setup: Equipment Settings

38 Honeywell Confidential – Do not forward or distribute Clinical Management 38

39 Honeywell Confidential – Do not forward or distribute39 Clinical Management Agenda Familiarizing with Current Status Charting: Responding to patient data Reporting: Share patient data with other care providers across the continuum

40 Honeywell Confidential – Do not forward or distribute Readings PaneVitals Pane Questions Pane Graphic Trend of selected vitals 40 Content Descriptions Opening Screen displays unacknowledged vitals Readings pane is in the center of the display Vitals Display Pane in the upper right corner Questions Pane immediately below Vitals Display Graphic Trend of selected vitals displayed Current Status

41 Honeywell Confidential – Do not forward or distribute41 Customize View 1. Hover mouse over any column heading and right-click 2. Select Column Chooser and check all boxes to be displayed Users may choose the columns to be displayed in the Current Status window based on their preferences Click and drag columns to change the order in which they are displayed, or adjust column width

42 Honeywell Confidential – Do not forward or distribute42 Lockout/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 work When active, the lock indicates the chart is in use by another clinician

43 Honeywell Confidential – Do not forward or distribute Respond to Readings Options: Hold Acknowledge Invalidate Charting: Responses are a Clinical Record tied to the name of the clinician attached to each action Comments should follow good clinical documentation practices, including notes to support an “alert” and calls to other Providers Your clinical documentation should make your Nursing instructors proud! 43 Responding to Patient Data

44 Honeywell Confidential – Do not forward or distribute 3. Patient Messages Selections2. Response Selections1. Patient Data being addressed 4. Comments section for free text 5. Validation buttons 6. Signature / Completion buttons 44 Responding to Patient Data Response Selections: Utilize check boxes for documentation purposes and to run reports within LifeStream Patient Messages: Clinical may send responses to patient with additional questions or to request a retest (Optional) Comments: Free-text section for additional information Invalid/Valid: Erroneous information may be invalidated and re-entered if needed. Uncheck the invalid vital sign Add explanation in Comments Click Save Validity Note: A reading can only be invalidated BEFORE it is acknowledged

45 Honeywell Confidential – Do not forward or distribute45 Place a Reading On Hold Should 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 hold Keep on hold: Document again when on hold, then keep on hold Take off hold: Take off hold if no longer needed Best 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

46 Honeywell Confidential – Do not forward or distribute46 Clinician-Entered Vital Signs: Overview Clinicians may manually enter vital signs in the event of a transmission error Clinician Entered manual packet will display in current status The ( C ) indicator identifies vital signs reported by a patient, but entered by a clinician Clinician-entered vital signs will be tracked and trended the same way as those coming directly from the monitor Alert limits will apply as normal and manually entered vitals packets will be designated with a color indicator as to their status. Note: Clinician-entered vital signs do not auto-acknowledge previous packets – they must be responded to like any other vital sign Current Status:

47 Honeywell Confidential – Do not forward or distribute47 Clinician-Entered Vitals: Workflow Access Clinician-Entered Vitals through: Tabular Trends Equipment Setup Respond to Readings 1. Click icon 2. Enter Vital Signs and Date/Time 3. Enter Comments (Optional) 4. Save Click the Icon located on the toolbar to launch the vital sign dialog box: Separate tabs are availble for core Vitals, Glucose, Peak Flow, and PT/INR Enter comments prior to saving (optional) Creates packet on Current status that must be handled like a standard monitor packet Note: Remember to also identify the Date/Time before saving

48 Honeywell Confidential – Do not forward or distribute Patient data reports may be exported electronically, or printed, based on preference To print reports: Select the Print icons on the Tool Bar Any patient data screen may be printed in LifeStream including Current Status and Tabular Trends To Customize Reports use the Standard Reports drop down menu Reports include: –Patient Reports: Graphical Trends, Multi-Patient Trends and Tabular Trends –Site Reports: Equipment List, Patient Compliance, Multi-Patient Response –Organization Reports: Clinician Activity, Outcomes Questions & System Log 48 Patient Reports: Share Data with Other Care Providers

49 Honeywell Confidential – Do not forward or distribute49 Patient Reports: Tabular Trends Standard Reports Patient Reports offers many individual and groups of patient reports Tabular & Graphical Trends are used for individual patient reporting Multi-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 page

50 Honeywell Confidential – Do not forward or distribute50 Patient Reports: Tabular Trends 2. Select Report Period Choose from default Quick Date options, or choose a specific Begin Date and End Date. 3. Select details to be included in report 1. Click Reports Options icon 6. Click Save as Default icon if you wish to reuse the same template next time 5. Print Report 4. Preview Report All reports have similar options. Follow the steps below to customize them.

51 Honeywell Confidential – Do not forward or distribute51 Patient Reports: Tabular Trends Example Reports may be adjusted to meet the needs of Doctors and patients Save the report as the default to streamline the reporting process

52 Honeywell Confidential – Do not forward or distribute Administrator module—October 9th Intermediate module—October 28th Advanced module—November 14th 52 Additional LifeStream Training Modules

53 Honeywell Confidential – Do not forward or distribute53 Additional Educational Resources Access Help menus, Quick Reference Guides, and confirm your LifeStream version within LifeStream via the Help Menu Access product manuals, training videos, and other Clinical Support materials via the password-protected pages on our website: Contact your Honeywell HomMed team: Regional Territory Manager Clinical Consultant Customer Service: Confirm your version of LifeStream:


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