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Resource Bridge New user Training (for non-hospital users)

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Presentation on theme: "Resource Bridge New user Training (for non-hospital users)"— Presentation transcript:

1 Resource Bridge New user Training (for non-hospital users)
Part 1: Set Up Accessing Resource Bridge How to login How to reset your password Update your profile Set up your Widget Preferences Find your Facility & Staff How to see your agency summary & notifications Power Points can be located on the S:Drive by using this pathway: S:\PH\PHP\MHOAC\ImageTrend On the last slide you can add your personal information to provide to the trainee if they need support. When adding new modules or editing information on the Power Point, make sure to update the slides on the Coalition website. Also update any facility that has incorporated these slides into their new hire training. Contact: Public Health Preparedness (707) Revised 1/31/2017

2 Accessing Resource Bridge
Open up a web browser from your desktop. In the address bar type and then hit [ENTER] Steps: 1. Open Web Browser 2. Type in above web address into the address bar 3. Hit [ENTER] on your key board

3 System Login Screen After hitting [Enter] you should be redirected to a page that looks like this. This is the ImageTrend Login Screen to access our Resource Bridge.

4 Save to Favorites You can add Resource Bridge to your favorites tab for future use You can save this web page to your favorites list by clicking on the star in the upper right corner of you screen. Click on the star and then “add to favorites” tab in the pop up window Steps: Click on star in upper right corner Click on “add to favorites” tab on pop up window Select “add” to save to favorites

5 New User Set Up The Health Department (either Coastal Valleys EMS Agency or Public Health Preparedness) will set up a user account for you. Usually this form is sent to you to assist in setting up your new account. Your Username will be your first name initial followed by your last name. Example: If your name is John Smith, your username will be jsmith. If there is already a jsmith in the system, a number will be added to your username. The password for new users is Welcome1. This password will only work for the first time you log in.

6 New User Login Resetting Your Password
Once you enter your username and password “Welcome1” you will be asked to provide a new password. Create a new password (something you will remember) and select the “change password” button. Steps: Enter New Password Verify New password Click on Change New Password

7 Returning User Login Steps: Enter Username and Password
Enter your username and password; then hit submit. After hitting submit, you will be redirected to your Resource Bridge home screen. Steps: Enter Username and Password Click on submit Button

8 Forgot Password Steps: Click on “forgot your password?” Link
Enter your address in the pop-up window If you are a returning user but have forgotten your password, you can reset your password on the login screen. Click on the blue text “Forgot your password?” and you will see a pop up window. This window will prompt you to enter your address (enter the address you previously entered into ImageTrend Resource Bridge). You’ll receive an in a few seconds with a link to reset your password (check spam folder if you don’t receive in your inbox). Click on the link and follow the prompts to reset your password.

9 So far we have learned: -How to access Resource Bridge -How to Login -How to save to your Favorites -How to reset your password Are there any questions so far? Next we will explore your Resource Bridge page by viewing your home screen, updating your demographics, and reviewing other information about your facility.

10 Home Screen This is your Resource Bridge home screen. You can use the scroll bar at the bottom of the screen to scroll left and right if you need to in order to view your entire home screen.

11 Action Bar This is the action bar highlighted in RED.

12 Menu This is your Menu Bar

13 Returning to your home screen
As these tutorials progress we will visit the function of all action and menu bar items. For now, know that you can return to your Home Screen by selecting “Agency Summary” on the menu bar or the “My Agency” on the Action Bar. Feel free to explore these tabs as you begin to familiarize yourself to your Resource Bridge.

14 Updating your profile From your home screen look in the upper right hand corner. You should see your name. Click on your name only – make sure to avoid the “logout” link directly to the right. As an alternative, you can click on “Staff” in the left menu bar, then look for your name in the center window and click on your name. Either way, you’ll be taken to your demographics page.

15 Updating your Demographics
Steps: Confirm accurate information. Update information as needed. First confirm that all the information in your profile is correct. This is what we have on file for you. Having up to date and accurate contact information is essential for prompt communication. Please confirm that this information is correct. If there are changes that need to be made, please scroll to the bottom of the page and click on the “Edit Demographics.”

16 Profile Update Once you click on the “Edit Demographics” you will be able to edit your contact information. At minimum your profile needs first name, last name, and an address. When you are finished updating your profile, select “Save and Continue”. NOTE: If you enter a cell phone number, you must also enter the cell phone provider name.

17 Checking Permissions You will automatically move along to top tabs from the Demographics to the Permissions Tab. You will not want to change any of these settings for now. However, please confirm that your “Current Status” is active. If it is not active, we will need to change after this tutorial on an individual basis. To save changes, please select “Save”.

18 Saving your Demographics
Once you hit “Save” you will be redirected to a confirmation page that states “User demographic information has successfully been saved”. It may take a moment, so please only click save once. While it is thinking or reloading, you may see the save button have a moving pinwheel indicating that it is still saving.

19 Any Questions so far? We have just helped you log in, change your password, and update your profile (aka: demographics). Now let’s see how much you remember. From your demographics page, can you navigate back to your home screen?

20 Returning to Home Screen
If you need a little help, that’s okay. Click on the “My Agency” tab in the Action Bar area. This will bring you back to your home screen.

21 Set up your Widget Preferences
Now we’ll help you customize your home screen by setting up the “widgets” that you want to see displayed. Widgets are the boxes of information that show in the center of your home screen. Widgets can be changed by clicking on the blue highlighted “Widget Preferences” button toward the top right corner of the home screen. You may have to use the bottom scroll bar to scroll to the right if it is not completely visible. You may have to use the bottom scroll bar to scroll to the right side of the screen if it is not completely visible.

22 Set up your Widget Preferences
Here you can make changes to your home screen by adding or deleting “widgets” When you click on “Widget Preferences” a dropdown menu will appear with your widget options. Simply check the boxes for the widgets you would like to have on your home screen. Be sure to click on the “Alerts” and “Alerts in the past 24 hours” widgets. This is how you will know if a poll or alert has been sent to you. Additionally, you should select the Bed Surge, Document Hub Favorites, and Current Bed Availability widgets for your homescreen. To exit from the widget options, click again on “Widget Preferences”.

23 Back to Home Screen Now please return to your home screen. You should see all your new widgets in view. You can move them around as you see best by clicking and holding down on the blue Top Bar of the widget and moving it to a new section on your screen. **Document Hub is where you will be able to quickly access the SitRep and Resource Request Quicksheets. In the future we will be uploading other important Coalition plans such as the Coordination Plan, Surge Plan, and MCI Plan.

24 Resource Bridge New User Training for non-hospitals users
Part II: Set up & Alerts Review Part I Set up Alert Preferences What does an alert look like Responding to alerts How to add staff Contact: Public Health Preparedness (707) Revised 1/31/2017

25 About Alerts You can receive alerts in four different ways:
Cell phone text message message Home screen/Pop-up message Pager We suggest that at minimum 1 or 2 Administrators have alerts sent to their cell phones so they can be notified of an event 24/7 and respond appropriately. ImageTrend alerts are used to communicate with all of our healthcare facilities about current and impacting events. Ideally every facility will have a dedicated computer with ImageTrend constantly running. However, we know that every facility may not have this capability. For this reason, we suggest that each facility has at least 1 or 2 administrators with 24/7 communication capabilities via cell phone alerts. This will allow us to reach at least one representative of each facility who can relay the information to the actual facility should the representative be out of office. To avoid ImageTrend Alerts becoming cumbersome or interruptive, the Alert System will not be used for regular and every day communication. Rather it will only be used for Actual Alerts and scheduled drills during normal business hours. SNF/Urgent Cares/Clinics/Dialysis – receive & respond to monthly drills as a test to the system and practice for the HCFs.

26 Setting up Alert Preferences
During the Part I training, we set up your user account. We will be continuing this set up by adding your Alert Preferences. Starting from your home screen, in the upper right hand corner you should see your name. Click on your name to be directed to your user account settings. Steps: Start from homescreen Access your account settings by clicking on your name in upper right hand corner Wait to be redirected to a new screen

27 Alert Preferences Steps:
Once at your user account information page, to change your alert preferences, click on the tab “Options/Notifications” Steps: 1. Click on Options/Notifications tab towards the middle/top of your page.

28 Alert Preferences You will again be redirected to your Options/Notifications set up screen. To edit your preferences, select the edit options button. Steps: 1. Click the Edit Options button to edit your preferences.

29 Alert Preferences Steps: Change the “Play Audible Alerts” to Yes.
Change to “yes” The only item that needs to be changed in this field is the “Play Audible Alerts” option. You want to make sure you change this setting to “Yes”. Select “Save and Continue” to move forward. Steps: Change the “Play Audible Alerts” to Yes. Save your changes by selecting “Save and Continue” when complete.

30 Selecting which alerts to receive
Cell Phone This section is where you can select which alerts you want to receive and by which method. You can select as many of the notifications as you want, but the system will only send you alerts specific to your facility. At minimum we want you to select the following alerts: For Non-Hospital Facilities: EMS System Advisory, Healthcare Facilities Alert (Non-Hospital)- Sonoma, Situation Report (SitRep) Requested, System Alert. After selecting your alerts, Click on “Save” and return to your home screen. You should now be ready to receive and respond to alerts. Steps: Select the Alerts pertaining to your type of facility Save when complete Return to your home screen

31 Alert Dashboard When you receive an Alert, you will be notified on your screen in two ways. A notification bar at the top of your screen and an Alert Dashboard that will pop up in the middle of your screen.

32 Receiving Alerts Additionally, if you have your Alerts Widget on your home screen, you will also see a new alert notification.

33 E-Mail & Text Message Alerts
When receiving Alerts through your or text message, the sender will be: When receiving an alert via text message, in order to respond to the alert you will need to access the alert through or by logging into ImageTrend Resource Bridge. You cannot acknowledge or respond to an alert via text.

34 Responding to an E-mail Alert
To respond to the alert, follow the link at the bottom of the . Insert username and password. Once complete, you must hit “acknowledge”. Through your , you can read the full description of the alert. By clicking on this link, you will be redirected to a new page where you will need to put in your username and password. Once complete, you must hit “acknowledge”.

35 Updating available beds
If the alert is about bed capacity, you will update your bed availability using the Pop-Up Alert Dashboard. Here you will indicate how many beds you currently have available. Your facility’s current bed availability cannot exceed the total bed numbers that you set up previously.

36 Acknowledging and submitting alerts
Password Once you have updated your bed availability, you will enter your password. And click on “Acknowledge and Submit”. You must hit the Acknowledge and Submit button to send the updated information. If you click on Acknowledge only, you will not be sending accurate information. Hitting either “Acknowledge and Submit” or “Acknowledge Only” will stop the audible alert. Now we will send you a Practice Alert and have you respond to this alert as you would in a normal drill or actual event. Please also check your other devices to confirm that you have received the alert via text message or that you previously set up. If you have responded to the alert, you should see a green box under your Alerts widget on your Home page saying “Thank you for acknowledging this alert.” If you don’t see this, click F5 to refresh your screen. Acknowledge & Submit

37 After Acknowledging an alert
After acknowledging or responding to an alert, you will see a green bar above the alert that confirms you have acknowledged the alert. This green bar will show up on your home screen under the “Alerts” widget. Or if you respond through your , the green bar will appear on the alert screen where you acknowledge the alert. Look for the green bar for confirmation.

38 Facility Status Types of Facility Status: Normal Operations Closed
Internal Disaster All healthcare facilities can change their facility status by updating their “Current Status” widget found on your home screen.

39 Updating “Current Status” Widget
To Update Status: Find the “Current Status” Widget Select “Update Status” Choose appropriate type of bypass/status You must put in username & password Update Status Find your Current Status widget on your home screen. This allows all HCFs to go on bypass. To update you will select the “Update Status” button. A drop down menu will appear where is says “Normal Operations”. Select the drop down arrow to give you a list of status options. Drop down menu to expose status options

40 Facility Status Once you have selected the appropriate status needed for you facility, click the save button to continue. When you select Save, a pop-up window will appear asking for your username and password. In order to save you status you must enter your credentials and select submit on the pop-up window. We ask that you provide a brief explanation of why you are changing your status, such as “power outage, on generator”. Save

41 Any Questions? Next we will learn how to enter the number of beds you have.

42 Routine Bed Availability Updates
One of your widgets should be your Current Bed Availability. If you do not see this on your home screen, please let me know now, and I will add it to your screen before we move forward (follow widget instructions from Part I of this training). To update your current bed counts, click on “update all”. The widget will slightly change to look like the picture on the right, this will allow you to change your current bed counts. You should update this every 12-hour operational period. If there are no changes, all you will need to do is select Save All.

43 Updating Specific Bed-Types
If you have only one type of change to make, you can edit the specific bed individually by clicking on the Edit box to the left of each bed type. The widget will change slightly, allowing you to update just one specific type of bed. Make sure to save your changes. Now we will send you an Alert, please attempt to respond, if you have any questions, please ask and we will walk through them **SEND A DEMO ALERT**

44 Support Submitting a Support Ticket:
You can reach this link by visiting the Coastal Valleys EMS Agency website and selecting the tab “reporting & data” or Phone Call This concludes the Image Trend training. Thank you so much for participating and we look forward to working with you through this new communication system. If you have any questions or experience any roadblocks while using the system and you require assistance you can submit a support ticket by visiting the Coastal Valleys EMS Agency Website and select the “reporting and data” tab. You can also me directly at: (give your name, phone number, & ).


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