1. Lesson 2: Accessing and Using Case Tracking

2. SurgiNet Process Flow Preference / Procedure Cards are built.
A case is scheduled.
Using the Preference / Procedure cards, SPD is able to gather the necessary equipment for the surgical procedure.
Case information (pre-op phone calls, etc.) is documented.
Case details and information is documented.
The case is completed.
Additional case information is documented.
Introduction to Case Tracking

3. Accessing SurgiNet
To access SurgiNet, you must first log in to the Citrix Web Interface.
You can access the Citrix Web Interface in three ways:
Select the Citrix Web Access icon on your Desktop.
On KDnet, under Popular Links, select eKiDs Access.
Type “ekids” into your web browser.
Introduction to SurgiNet Applications

4. Resetting Domain Password
All new users Active Directory/Domain passwords are set up to expire the first time you log in. 
The first time you log in, you are prompted to create your unique password.  Your Active Directory/Domain password will need to be changed every 180 days.
Introduction to SurgiNet Applications

5. Resetting Domain Password
If you have set up your Specops® password and security questions, you can reset your password online by completing the following steps:
From KDnet, select Employee Resources.
Select Specops Network Password Reset from underneath the IS Help Desk heading.
Enter your information in the fields to validate your identity and reset your password.
This action will change your passwords for Citrix, PACS and your network account.
Once completed, these passwords will all match.
You can also use the link here:
Introduction to SurgiNet Applications

6. Accessing SurgiNet
After you have logged in to the Citrix Web Interface, all applications for which you have access will display in Applications window.
Click on the application icon to display the log on screen.
Enter your User Name in the designated field.
Enter your Password in the designated field.
Click OK or the <ENTER> key.
Introduction to SurgiNet Applications

7. Accessing Case Tracking - Continued
Once the SurgiNet application opens, you are able to view the surgical schedule, patient, and procedure information. You are also able to view location tabs for information, depending on your access level and departmental role.
Introduction to Case Tracking

8. Accessing Case Tracking - Continued
Recent Button
Displays the names of the five most recent patients whose chart you opened.
Refresh Button
Allows you to manually refresh the data that is being displayed in the Case Tracking window.
The time that is listed (i.e. 0 minutes ago) shows the last time that the data was manually displayed.
Case Tracking Toolbar
Allows you to select options to manage your view of Case Tracking. Depending on your security level, you may see more or less icons than those displayed here.
The components of the SurgiNet Case Tracking window are shown below.
Introduction to Case Tracking

9. Accessing Case Tracking - Continued
Location Tabs
Displays surgical case information based on the patient’s location.
Case Tracking Columns
Displays surgical information such as surgeon, surgery start and end times, and patient name in an easy-to-read format. 9
Introduction to Case Tracking 9

10. SurgiNet Case Tracking Columns
Column headers, shown below, are visible in SurgiNet depending on your security. For example, the columns / information that an SPD staff member can see may be different from the columns / information that an OR staff member can see.
The screen shot above illustrates that surgery case number 501 is scheduled to begin on 09/05/2008 in OR1. This is an Add-On procedure to be performed by Drs. Jones and Randall for Fusion of Wrist.
**For information or descriptions of icons that appear within case tracking, please click here:
Introduction to Case Tracking

11. Viewing Information in Case Tracking
In cases where user access is limited (i.e. View Only), selecting an icon will not cause additional information to display. Instead, double-clicking on an icon will generate the Set Events window, as shown below.
In the Case Tracking Set Events window, the Do Not Use icon will display, illustrating that a user does not have access to set or view the selected event. DO NOT CLICK THE ICON!
Exit this window and return to Case Tracking, by clicking OK or Cancel.
**For information or descriptions of icons that appear within case tracking, please click here: 11
Introduction to Case Tracking 11

12. SurgiNet Case Tracking Toolbar Buttons
The Tracking toolbar is displayed to the right of the Organizer toolbar when the Case Tracking window is active.
Note:
The toolbar buttons that you see will vary based on your security.
Introduction to Case Tracking

13. SurgiNet Case Tracking Menus
Menus in the Case Tracking application of SurgiNet operate in the same manner as traditional on-screen menus. Simply point and click to a menu (i.e. Task Menu or Edit Menu), and all options that are available within the menu will display.
Note:
Based on your privileges and security settings, some options on a menu may be grayed out.
Introduction to Case Tracking

14. End of Lesson Two
When you are ready to proceed to Lesson Three, click on the icon above.
Introduction to Case Tracking