1. Assessing Needs and Delivering Patient Care with the 2007 Microsoft Office system Solution Showcase for the Microsoft Office system

2. Background Information Audience: Business and IT Decision Makers This Demo Illustrates How Groove Helps Customers: Share information between dispersed teams Microsoft Technologies to Be Demonstrated: Microsoft Office Groove 2007

3. Background Information Desired Action: In sales situations: Demonstrate the value of the solution to address critical business issues. Follow up with a partner-led proof of concept (POC) of the scenario. In deployment situations: Generate overall sponsorship for this scenario to be implemented by a partner. Demo Overview: Module 1: Updating a Patient Care Space in Groove Module 2: Requesting Help and Inviting Users

4. Updating a Patient Care Space in Groove This demo is based on a solution created by D2i. More information about D2i and its solution is available at the Solution Showcase partner page.D2iSolution Showcase partner page

5. Laura Steel is an Occupational Therapist in East Kent PCT. Laura and her colleagues use Groove daily to track patient records. Groove is used by the Intermediate Care Team, who are responsible for assessing needs and delivering appropriate care to people in their own homes – often the elderly. Groove composes of a collection of workspaces – a virtual home for documents, forms and discussion. When Laura or one of her colleagues updates data in a workspace, the changes are sent to everyone automatically. Laura uses the Patient Referrals Workspace to track all the patients for whom she has a relationship. Today Laura is checking the assessment made with one of her patients, Neil Sturgeon. Laura Steel is an Occupational Therapist in East Kent PCT. Laura and her colleagues use Groove daily to track patient records. Groove is used by the Intermediate Care Team, who are responsible for assessing needs and delivering appropriate care to people in their own homes – often the elderly. Groove composes of a collection of workspaces – a virtual home for documents, forms and discussion. When Laura or one of her colleagues updates data in a workspace, the changes are sent to everyone automatically. Laura uses the Patient Referrals Workspace to track all the patients for whom she has a relationship. Today Laura is checking the assessment made with one of her patients, Neil Sturgeon. In the Launch bar open ‘East Kent Referrals’.

6. Click ‘Patient – Neil Sturgeon’ to open the workspace, then maximise it.

7. Click Patient – Neil Sturgeon to open the workspace, then maximise it.

8. Click Assessments.

9. Laura sees an asterisk beside the Assessments tool which prompts her to check for documents updated by another user. She was expecting the change and marks the file as read. Laura opens the Patient’s assessment file, which opens in an editor application. Click ‘OT Assessments’.

10. Right click the file with the asterisk icon

12. Click ‘Mark Read’

14. Click ‘MDS Assessments’ and open the ‘Comprehensive Assessments’ file

16. The Patient’s assessment form has already been completed. Depending on the answers to this standardised form, a set of clinically valid Client Assessment Protocols – CAPs – may be triggered for a patient. The answers which Neil and his assessor have given has triggered three CAPs. Links on the left hand side of the assessment system show the main sections of the form.

24. Section 40 shows any triggered Client Assessment Protocols.

25. Since the assessment is saved as simple XML, East Kent’s solution partners have written to tool to automatically populate the CAPs triggered by the tool into the Care Plan. Click ‘Care Plan’ at the bottom of the page.

26. Double click the plan to open it.

28. Users can access the various sections of the Care Plan using the tabs at the top of the form.

32. Laura can add an item into the Care Plan to respond to a CAP – for example requesting additional help or assessment. Click ‘Add’ beside the Communication Disorders CAP.

33. Enter sample details and save the ‘Problem Description’ page.

41. Click ‘Save’ to return to the Care Plan.

42. Information relating to the CAP on the Care Plan has been updated.

43. Clicking on the new item allows the user to see more detail.

44. Close the Groove window to return to the unexpanded view.

46. The care plan forms a medium term strategy for helping a patient. Individual visits to the patient must also be recorded. A standard format known as SOAP collects such case notes. As soon as new SOAP notes are added by any member of the team and the laptop is connected to a network, the changes will be distributed automatically. This is ideal for field nursing staff, as they no longer need to return to the office to collect or deposit current notes. Click the ‘SOAP Notes’ tab at the bottom of the page.

47. Click ‘New’ then ‘SOAP Entry’

48. Enter a sample note.

57. Click ‘Save’ to return to the SOAP notes overview.

59. Laura decides to get an occupational therapist to make a more formal assessment of Neil’s hearing problem. Groove lets you securely invite others into a workspace - in fact, invitation is the only way to gain access. Laura invites a colleague into the space to help co-ordinate an assessment. Right click a blank area in ‘Workspace Members’.

60. Choose ‘Invite to Workspace’.

61. Choose ‘Rebecca Lazlo’ from the list.

64. Enter a message and click ‘Invite’.

67. Close the Neil Sturgeon workspace, Referrals Records and ‘Launchbar’ to return to a blank desktop.

70. When Rebecca next logs into Groove, she will be invited to download the workspace and all the contents. When inviting users, the invitee can specify what permission the invited person will have in the space – from read access to full control. For users without Groove installed, invitations can be saved as files or emailed as hyperlinks. Click the Groove icon in the system tray and choose to Login as Rebecca.

71. Enter the password ‘password’ to show Rebecca’s launchbar.

72. Accept the invitation, and the workspace will download.

76. Click the ‘Patient – Neil Stugeon (ready)’ alert to open the workspace.

78. Click ‘Calendar’, and create a sample calendar appointment. Rebecca can use the patient workspace to book an appointment – and his the patient’s details to call and check the time is convenient.

79. Click ‘Calendar’, and create a sample calendar appointment.

86. Right click on Laura Steel in the ‘Workspace Members’ area and choose ‘Send Message’ Groove also allows chat-style messages to be sent between users to quickly exchange information and ideas. Unlike some instant messaging systems, the chats will be kept and delivered later if the user is unavailable.

87. Right click on Laura Steel in the ‘Workspace Members’ area and choose ‘Send Message’

88. Send a short confirmation message to Laura.

90. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place or event is intended or should be inferred. Microsoft, Office System SharePoint Server, Virtual PC and Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. © 2007 Microsoft Corporation. All rights reserved.