User Guide
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Table of Contents Legal statement Preface
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1 - Getting started
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1.1 Point-of-Care testing (POCT) and the data management system ............................................. 1-1 1.2 Start Info HQ Manager ............................................................................................................. 1-2 1.3 Log in to Info HQ Manager ...................................................................................................... 1-2 1.4 Exit Info HQ Manager .............................................................................................................. 1-3 1.5 The Info HQ Manager user interface ........................................................................................ 1-3 Primary tabs. ........................................................................................................................ 1-5 Secondary tabs. .................................................................................................................... 1-5 Info HQ Manager Hierarchy ................................................................................................ 1-6 Display area ......................................................................................................................... 1-7 Control the contents of the display area............................................................................. 1-12 Action icons. ...................................................................................................................... 1-18 1.6 Common operations in the Info HQ Manager user interface.................................................. 1-19 Add comments. .................................................................................................................. 1-20 Acknowledge alerted test results ....................................................................................... 1-21 Send test results to the LIS. ............................................................................................... 1-21 View the audit trail ............................................................................................................ 1-21 Export data to a spreadsheet .............................................................................................. 1-23 Generate a report................................................................................................................ 1-23 Email data .......................................................................................................................... 1-25 1.7 Help. ....................................................................................................................................... 1-26
2 - Summary of the activity using the Dashboard
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2.1 Test Results Overview area ...................................................................................................... 2-1 2.2 QC area. .................................................................................................................................... 2-3 2.3 Information System area ........................................................................................................... 2-3 2.4 Devices area .............................................................................................................................. 2-4 2.5 Operators area ........................................................................................................................... 2-5 2.6 i-STAT Alinity Cartridge Lots area .......................................................................................... 2-5 2.7 User-Defined Alerts area .......................................................................................................... 2-6
3 - Alert management
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3.1 Types of alerts .......................................................................................................................... 3-2 3.2 View alerts ................................................................................................................................ 3-3 3.3 Add a comment ......................................................................................................................... 3-4
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3.4 Acknowledge alerts .................................................................................................................. 3-4 Acknowledge an Out of Range alert .................................................................................... 3-5 Acknowledge an Invalid Patient ID alert ............................................................................. 3-5 Acknowledge a Failed QC alert ........................................................................................... 3-6 Acknowledge a Device alert ................................................................................................ 3-6 Acknowledge an Operator alert ........................................................................................... 3-7 3.5 Send test results to the LIS. ...................................................................................................... 3-7 3.6 Create user-defined alerts ......................................................................................................... 3-7
4 - Patient test results management
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4.1 View patient test results ............................................................................................................ 4-1 Sort the test results ............................................................................................................... 4-3 Scroll or search for a test result ........................................................................................... 4-3 View all acknowledged or unacknowledged test results ..................................................... 4-4 4.2 Correct an invalid patient ID in test results .............................................................................. 4-4 4.3 Send patient test results to the LIS............................................................................................ 4-5 4.4 Add or remove patient test result labels.................................................................................... 4-6 4.5 Generate a patient test results report ......................................................................................... 4-8 4.6 Export patient test results to a file ............................................................................................ 4-8
5 - Operator management
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5.1 View a summary of operators ................................................................................................... 5-1 Operators screen: Secondary tabs ........................................................................................ 5-2 5.2 Add operators. .......................................................................................................................... 5-6 Add an individual operator .................................................................................................. 5-6 Upload operator certification data ....................................................................................... 5-8 5.3 Change an operator’s status ...................................................................................................... 5-9 Change status for a group of operators .............................................................................. 5-10 Assign or change work facilities for operators .................................................................. 5-10 5.4 View operator profile information .......................................................................................... 5-11 5.5 Edit operator profile information ............................................................................................ 5-12 5.6 Operator competencies and certifications ............................................................................... 5-13 5.7 Manage operator competencies — i-STAT Alinity ................................................................ 5-13 Enable operator competency management (OCM) for i-STAT Alinity ............................ 5-13 Create and assign OCM criteria and profiles ..................................................................... 5-14 Create competency criteria ................................................................................................ 5-14 Edit competency criteria .................................................................................................... 5-16 Delete competency criteria ................................................................................................ 5-17 Create competency profiles ............................................................................................... 5-17 Edit competency profiles ................................................................................................... 5-19 Delete competency profiles ............................................................................................... 5-19 Assign organization-level default profiles ......................................................................... 5-20 Assign a competency profile to operators.......................................................................... 5-21 Assign department-level default profiles ........................................................................... 5-21 Competency Tracker .......................................................................................................... 5-23 Enter competency tracking data for an individual operator ............................................... 5-23 Enter competency tracking data for a group of operators .................................................. 5-24
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Manage operator certification with OCM .......................................................................... 5-25 Grant operator certifications for i-STAT Alinity with OCM............................................. 5-25 Certify or recertify one or more operators for i-STAT Alinity using OCM ...................... 5-25 5.8 Manage operator certification ................................................................................................. 5-26 Grant operator certifications .............................................................................................. 5-26 Lock or unlock a device model for an operator ................................................................. 5-30 Change the notification time for expiring certifications .................................................... 5-31 5.10 Generate an operator report................................................................................................... 5-32 5.11 Email operator information ................................................................................................... 5-32
6 - Patient management
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6.1 View patient information .......................................................................................................... 6-1 6.2 Generate a patient report........................................................................................................... 6-1
7 - Device management
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7.1 View a summary of POCT devices........................................................................................... 7-1 Sort the results ..................................................................................................................... 7-2 Search for a device............................................................................................................... 7-2 7.2 View details about a specific device ......................................................................................... 7-3 7.3 Add an individual device .......................................................................................................... 7-3 7.4 Add a group of devices ............................................................................................................. 7-5 7.5 Change a device location .......................................................................................................... 7-6 7.6 Mark a device for repair ........................................................................................................... 7-7 7.7 Delete a device.......................................................................................................................... 7-7 7.8 Generate a device report ........................................................................................................... 7-8 7.9 Email device information ......................................................................................................... 7-8 7.10 Check the connection status of information System devices .................................................. 7-8
8 - Inventory management
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8.1 View cartridge lot inventory ..................................................................................................... 8-1 8.2 Add a cartridge lot to the inventory .......................................................................................... 8-4 8.3 Edit a cartridge lot in the inventory .......................................................................................... 8-5 8.4 Edit the inventory warning level in inventory .......................................................................... 8-5 8.5 Configure cartridge lot QC criteria ........................................................................................... 8-6
9 - Quality control management
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9.1 View QC tests. .......................................................................................................................... 9-1 View all acknowledged or unacknowledged failed QC tests............................................... 9-3 Acknowledge a failed QC test ............................................................................................. 9-4 Exclude QC test results ........................................................................................................ 9-4 9.2 Generate a QC report ................................................................................................................ 9-5 Export QC test results to a file ............................................................................................. 9-5 9.3 Send QC results to the LIS ....................................................................................................... 9-6 9.4 Cartridge lot status transfer to i-STAT Alinity ......................................................................... 9-7
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10 -
Info HQ Manager system management
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10.1 Check the connection status to the i-STAT/DE software ..................................................... 10-1 10.2 View the system data log ...................................................................................................... 10-2 10.3 View the system audit trail ................................................................................................... 10-2
11 - Reports
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11.1 Types of reports .................................................................................................................... 11-1 11.2 Generate reports .................................................................................................................... 11-2 11.3 Create a report schedule........................................................................................................ 11-4 11.4 Delete a scheduled report...................................................................................................... 11-7 11.5 View reports ......................................................................................................................... 11-8 11.6 Email reports......................................................................................................................... 11-9
12 - Technical support
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Index. .............................................................................................................................................. 1
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Legal Statement Proprietary statement Info HQ Manager software and documentation are protected by copyright (© 2017 Abbott Point of Care, 400 College Road East, Princeton, NJ 08540). All rights are reserved. Printed in the USA. The information, documents and related graphics published herein (the “Information”) are the sole and exclusive property of Abbott Point of Care Inc. or affiliates. Permission to use the Information is granted, provided that: • the copyright notice appears on all copies of the Information; • use of the Information is for operation of Abbott Point of Care products by Abbott Point of Care-trained personnel or informational use only; • the Information is not modified in any way; and • no graphics are used separate from the accompanying text. Each person assumes full responsibility and all risks arising from use of the Information. The Information is presented “AS IS” and may include technical inaccuracies or typographical errors. Abbott Point of Care reserves the right to make additions, deletions, or modifications to the Information at any time without any prior notification.
Trademark statement Info HQ, i-STAT, Alinity, and the Geometric Design are trademarks of the Abbott Group of Companies in various jurisdictions. Windows, Microsoft, SQL Server, and Excel are registered trademarks or trademarks of Microsoft Corporation. HL7® is a trademark owned by Health Level Seven International. HL7® is registered with the United States Patent and Trademark Office. All Abbott product names and trademarks are owned by or licensed to Abbott, its subsidiaries or affiliates. No use of any Abbott trademark, trade name, trade dress, or product name may be made without the prior written authorization of Abbott, except to identify the product or services of Abbott. All other trademarks, brands, product names, and trade names are the property of their respective companies. All rights reserved. Except as permitted above, no license or right, express or implied, is granted to any person under any patent, trademark, or other proprietary right of Abbott.
Disclaimers All samples (printouts, graphics, displays, screens, etc.) are for information and illustration purposes only and shall not be used for clinical or maintenance evaluations. Data shown in sample printouts and screens do not reflect actual patient names or test results. For in vitro diagnostic use only. The Information was developed to be used by Abbott Point of Care-trained personnel, by other persons knowledgeable or experienced with the operation and service of the product identified, or under the direct supervision and with cooperation from Abbott Point of Care technical sales or service representatives.
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In no event shall Abbott Point of Care Inc. or its affiliates be liable for any damages or losses incurred in connection with or arising from the use of the Information by persons not fully trained by Abbott Point of Care. No confidential relationship shall be established in the event that any user of the Information should make any oral, written or electronic response to Abbott Point of Care (such as feedback, questions, comments, suggestions, ideas, etc.). Such response and any information submitted therewith shall be considered non- confidential, and Abbott shall be free to reproduce, publish or otherwise use such information for any purposes whatsoever including, without limitation, the research, development, manufacture, service, use, or sale of products incorporating such information. The sender of any information to Abbott Point of Care is fully responsible for its content, including its truthfulness and accuracy and its non-infringement of any other person's proprietary rights. Abbott Point of Care is not engaged in rendering medical advice or services. Updates to the Information may be provided in either paper or electronic format. Always refer to the latest documents for the most current information. No part of the Information may be reproduced, stored, retrieved, or transmitted in any form or by any means without the prior written permission of Abbott Point of Care.
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Preface This user's guide contains instructions on how to use and manage the Abbott Point of Care Info HQ Manager system.
Intended use Info HQ Manager is a web-based data-management software application that enables healthcare professionals to manage and share results from point-of-care diagnostic testing devices throughout the healthcare system. Info HQ Manager is designed to facilitate regulatory compliance, track operator training on diagnostic testing devices, monitor device performance, and manage the test results that are collected from point-ofcare (POC) testing devices. For details about which devices are supported, refer to the Info HQ Manager Specification Sheet.
About this guide This manual is organized as follows: Section 1: Getting started
Overall description of the system, naming the major system components and describing their uses or functions.
Section 2: Summary of the Description of the Info HQ Manager Dashboard, a graphical snapshot activity using the Dashboard of the overall activity of the system. Each area of the Dashboard has hyperlinks for accessing the major sections of the Info HQ Manager display. Section 3: Alert management How to view and handle centralized common alerts. Section 4: Test results management
How to manage patient test results. Results are managed based on type of device, type of test, when tests are conducted, and associated alerts.
Section 5: Operator management
Instructions for managing operators, including their device certifications.
Section 6: Patient management
How to view and manage patient information when Info HQ Manager is configured to receive Admission, Discharge, & Transfer (ADT) data.
Section 7: Device management
How to add and manage POC testing devices registered in the Info HQ Manager system.
Section 8: Inventory management
How to manage the inventory of cartridge lots and add new lots.
Section 9: Quality control (QC) management
How to manage QC for reliable and accurate patient testing.
Section 10: Info HQ Manager system management
Information and procedures for managing and maintaining the Info HQ Manager system.
Section 11: Reports
How to generate reports, create and delete scheduled reports, and view generated reports in Info HQ Manager.
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Section 12: Technical support
Guidance on how to contact the technical support team in your area and on what information to have available.
Index
Where names, titles, and topics can be found in this manual.
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1 - Getting started 1.1 Point-of-Care testing (POCT) and the data management system Point-of-care testing (POCT) generally refers to medical diagnostic testing within a healthcare facility that is performed in close proximity to the patient. Point-of-care tests usually fall within one of two categories: waived or moderately complex. The healthcare facility must be licensed from the necessary accrediting agencies to perform these POC tests, and any member of the medical staff that performs the tests (operators) must be certified on the testing device. Granting of the license typically requires that the laboratory or the healthcare system administer the appropriate training to operators on the proper use of various POCT methods in use by the healthcare system, and monitor the appropriate use of devices by operators after training. It also requires the monitoring of proper device functioning. Info HQ Manager is a web-based POC data management system, deployed on the organization's LAN or WAN, typically behind the health system's firewall. Info HQ Manager is designed to facilitate regulatory compliance by managing test results collected from POC testing devices, tracking operator training on diagnostic testing devices, and monitoring device performance. Info HQ Manager forwards the test data it collects to external systems (LIS, EMR, LMS, and so forth) and provides tools to correct and resend data to those external systems. Operator and regulatory compliance are easily maintained, and exceptions are easily located and can be addressed using the simple user interface. Figure 1-1: System overview is a high-level illustration of the possible connections with the Info HQ Manager system. It is not necessary that all of these connections be in place with any given installation. A functioning system consists of a minimum of POC testing devices, a POC data management system, and a user accessing the data management system. Figure 1-1: System overview
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1.2 Start Info HQ Manager Info HQ Manager is a web-based application that uses a web browser. To start Info HQ Manager, enter the Info HQ Manager URL into the URL field of a web browser window then press Enter. The Info HQ Manager login screen opens.
1.3 Log in to Info HQ Manager When Info HQ Manager is started (Start Info HQ Manager ), the user login screen is displayed. Figure 1-2: User login screen
Follow these steps to log in. 1. Enter the username and password for the account. If necessary, click the Forgot Password? link to reset the password. 2. Click Login. Info HQ Manager starts and the Dashboard opens, as shown. Note: The i-STAT Alinity Cartridge Lots area of the Dashboard screen is displayed only when Cartridge Lot QC Enabled is set to Yes in the Info HQ Configuration. Figure 1-3: Dashboard screen
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1.4 Exit Info HQ Manager A user remains logged into Info HQ Manager until he or she logs out, or until the session reaches 30 minutes of inactivity — after which the user is logged out automatically. Note: To adjust the timeout security setting based on your facility's policy, change the Session Time Out configuration setting. See the Info HQ Manager Implementation Guide, for instructions on how to change system configuration settings. To log out of Info HQ Manager: 1. In the upper right corner of the Info HQ Manager window, click Logout. Figure 1-4: Logout option
The login screen is displayed again. 2. Optionally close the browser window.
1.5 The Info HQ Manager user interface Screens within Info HQ Manager user interface vary in appearance, depending on the function being performed. Figure 1-3: Dashboard screen shows the look of the screen when the Dashboard is displayed, and Figure 1-5: Info HQ Manager screen overview shows the look when the Operators screen is displayed. While the look might vary, many Info HQ Manager screens have a look and structure similar to what is shown here. Figure 1-5: Info HQ Manager screen overview
Figure 1-6: Location tree
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The following table describes each area. Table 1-1: Info HQ Manager screen overview Item
Description Location Breadcrumb (Set the location using the location breadcrumb) The location (Healthcare System, Facility, Department, or Area) that is currently selected. Data elements in the various tabs are filtered and displayed based on the location selected. Date Range The date range for the data that is being displayed. Click the date or the plus sign to change the date as needed. Help Opens documents that provide details and instructions on the use of the Info HQ Manager software: On Screen Help, User Guide, Specification Sheet, and Implementation Guide. Current Logged In User The name of the currently logged in user. Logout Logs the currently logged-in user out of the system. Font Buttons Decreases or increases the font size of certain data and labels. Primary Screen Tabs Displays each main area of the Info HQ Manager application. The name of each tab indicates the type of data to display. Secondary Screen Tabs Secondary tabs further divide the data into logical sections, with the name of each secondary tab indicating the type of data to display. Display Area The primary area for displaying data. The look of the Info HQ Manager screens varies, based on which primary and secondary tabs are selected. Screens might have any of the following additional elements in the display area: • Search options to help locate or filter the information displayed. • Icons that vary based on the screen, with rollover tooltips to identify the action of the icon (see the Action icons section). • Buttons that vary based on the screen, to perform functions on data that is selected in the display area (for example, Send to LIS, Acknowledge). Some screens do not contain any buttons. For more detailed information about the display area, see the Display area section.
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Item
Description Back/Forward Buttons Navigate to the previous page, or navigate one page forward. These buttons work like the web browser's Back and Forward buttons. Note: The web browser's Back and Forward buttons cannot be used with the Info HQ Manager application. Location Tree (available with some, but not all screens) An expandable and collapsible list of the available locations in the organization, accessed by clicking the
icon.
The Tree can remain visible, or it can be hidden to allow more information to be displayed on the display area. The Tree is located on the left side of the screen and is synchronized with the Location breadcrumb at the top of the user interface.
Primary screen tabs The primary tabs, located above the display area, are the main way of navigating to the major functional screens of Info HQ Manager. Each tab displays a specific kind of information. Figure 1-7: Primary screen tabs
The primary tabs are as follows: Dashboard
A graphical summary of the system activities.
Alerts
Buttons that identify the number of currently active alerts for each of the nine types of alerts.
Tests
Patient test results data.
Operators
Operator information and certification status.
Devices
Information for the devices that have been registered in the system.
QC
QC testing data from the devices that have been defined in the system.
Tools
Various tools for setting up and managing the Info HQ Manager system, including reports.
Secondary screen tabs When some primary tabs are selected, the screen displays a secondary set of tabs. These tabs provide additional functions and screens, and are another means of navigating in Info HQ Manager. Here is an example showing the secondary tabs that are displayed when the Tools primary tab is selected. Figure 1-8: Secondary screen tabs
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Info HQ Manager Hierarchy Use the graphics below as a guide for navigating the areas in the Info HQ Manager.
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Display area The display area is the screen area below the primary and secondary tabs. The display area for the Dashboard is different from other screens, as it is a graphical summary of the system's activity. (See section 2, Summary of the activity using the Dashboard, for more information about the Dashboard.) The display area for screens other than the Dashboard consists of: • Icons (most often located near the top of the screen and vary depending on the screen) that perform functions related to the selected tab, for example and . • Buttons (typically near the bottom of the screen and vary depending on the screen) that take an action on the selected results, for example and . • The area where results are displayed. There are two screen layouts for the display area: the List view (see Figure 1-9: List view) and the Alerts view (see Figure 1-16: Alerts view). The following sections describe these display area views.
List view Most screens display results in List view, as shown. Figure 1-9: List view
The screen in List view is divided into two panes of information: the upper pane is the List pane and the lower pane is the Details pane. The List pane is a table format with varying columns depending on the screen, as shown.
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Figure 1-10: List pane
The Details pane contains one or more additional tabs with more detailed information for the item selected in the List pane. Figure 1-11: Details pane
The List view can also display some or all of the following, depending on the screen: • A search entry box with associated icons, to help search and locate a specific record within the current results, for example searching the displayed test results for a specific operator. See Filter the results for more information. Figure 1-12: Search entry box
• A column of check boxes on the left, used to select one or more results in the display. Figure 1-13: Selection boxes
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Display details in a pop-up Double-click a selected result to display a pop-up window with all the details for the selected item, as shown. Click the X in the upper-right corner to close the pop-up.
Figure 1-14: Details pop-up for i-STAT Alinity
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Figure 1-15: Details pop-up for i-STAT 1
Alerts view for i-STAT Alinity By default, the Alerts screen displays results in List view. However, it is possible to display details about a specific alert as shown in the example.
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Figure 1-16: Alerts view
This view provides the ability to take quick action on the result, for example acknowledging an out-of- range alert or recertifying an operator. Figure 1-16: Alerts view identifies items that the Alerts view can display per alert type. The following table describes those items. Table 1-2: Main areas of the Alerts view Item
Description Details area: details about results, such as information about the patient on whom a test was run, the device on which the test was run, the operator who performed the test, and so on. Record area: Specific, detailed information about the record. Comments area: Add comments to associate with the record. Buttons for performing actions, such as acknowledging an alert or sending an alerted test result to the LIS, and for displaying the previous and next alerts.
Switch between List view and Alerts view By default, alerts are displayed in List view. To show alerts in Alerts view instead, change the Show Alerts Screen configuration setting. See the Info HQ Manager Implementation Guide, for instructions on how to change system configuration settings. When viewing results in the Alerts view, click near the top of the screen to change the display to List view. After switching to List view, there is no quick way to return to Alerts view.
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Control the contents of the display area The Info HQ Manager user interface provides several ways to control the contents of the display area so that the most useful information is presented.
Add and remove the display columns Each screen that displays results in List view (refer to Figure 1-9: List view) has a different set of columns that can be displayed. The display settings can be modified to display or hide columns in the display area, as described in these steps: 1. Click in the upper-right of the display area. A dialog box with check boxes opens, as shown. Available check boxes vary depending on which screen is displayed. Figure 1-17: Display Settings
2. Check the columns to display and deselect the columns to hide. 3. Click Save. The display settings are saved and the display area updates with the appropriate columns.
Sort the results The results displayed in the List view can be sorted based on a specific column, in ascending or descending order. The default display is descending. • The sort order is indicated with an up arrow (ascending order) or a down arrow (descending order) to the right of the column name. • The column heading that displays the up or down arrow is the column by which the results are currently sorted. To sort the results, click the desired column heading to sort in ascending order. Click the column heading a second time to sort in descending order.
Filter the results Filtering narrows the results that Info HQ Manager is to return. For example, the date range in the location breadcrumb is a filter that returns only test results for the specified period of time (for example, today, two days ago, or last week). The current location in the location breadcrumb is also a filter that returns, for example, test results for a specific location (for example, ICU) or operators with the same home department. Many Info HQ Manager screens can further filter the results. Filtering is accomplished through filtering drop-down lists or user-entered search strings. The following sections describe how to use filtering in Info HQ Manager. Info HQ Manager v2.1 – User Guide
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Filter results using drop-down lists Some Info HQ Manager screens provide additional filtering capability. For example, Figure 1-18: Filtering drop-down list shows the Function filter on the Report screen, which can be used to filter the display so that it shows reports of only one type (for example, Tests, QC, or Data Log). Figure 1-18: Filtering drop-down list
When a screen has filtering drop-down lists, use the following steps to filter the results displayed: 1. Click the filtering drop-down list. 2. From the drop-down list, select one of the predefined filter options. 3. If other filtering drop-down lists are available, click the desired filter options from those drop-down lists to further filter the results if desired. The display area updates with results based on the selected filter.
Filter results using search strings Many Info HQ Manager screens provide a search filter (Figure 1-19: Search criteria) to enter a search string and filter results based on that string. For example, on the Operators screen, the results can be filtered to return only those operators with the specified last name. The Info HQ Manager filtering feature can filter the results based on multiple search strings entered. For example, filtering can be used to find operators with a specific last name and with an expired certification. If the filter is one that will be performed multiple times or regularly, the search criteria can be saved. Figure 1-19: Search criteria
To filter the results using a search string: 1. Click the search field drop-down list. 2. Select the predefined search option. 3. In the secondary search field, either enter the appropriate search string (such as a last name) or select a predefined search string if one is available. If a predefined search string is selected, the display area updates with results that are filtered Info HQ Manager v2.1 – User Guide
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based on the search string criteria. 4. To filter on more than one search string, perform the following additional steps. If filtering on one search string, proceed to step 5: a) Click . Another set of search fields is displayed. b) Enter the appropriate search string or select a predefined search string if one is available. c) Repeat these steps if additional filtering is needed. Otherwise continue to step 5. 5. When all search strings have been entered, click or press Enter to start the search. The display area updates with results that are filtered based on the search string criteria.
Save search criteria If a specific search is performed frequently, it might be helpful to save the search criteria. When saved, select the search criteria from the saved list and avoid having to enter the search criteria. To save the search criteria: 1. When all search criteria have been entered, click . 2. Enter a name for the saved search criteria, then click Save. The search criteria are saved. To use the saved criteria, click to display a list of previously saved search criteria. Then select the previously saved search from the list.
Set the location Info HQ Manager shows data based on the current location. The current location is displayed at the top of the screen. Figure 1-20: Location display
The location is made up of four hierarchical levels: Healthcare System, Facility, Department, and Area. Each level of the location is linked to the level above. This is known as a parent-child relationship. Level
Description
Healthcare System
Name of the healthcare system. By default, the Healthcare System is named Home, however this can be changed to a more descriptive name, for example Coastal Medical Partners or CMP. (See System configuration settings.) Only one Healthcare System level can be defined. Parent to all Facilities.
Facility
Medical facilities within the Healthcare System, for example Uptown Hospital or West Side Clinic. There is no limit to the number of Facilities that can be defined. Parent to all Departments associated with a specific Facility, and child to Healthcare System.
Department
Associated departments within a Facility, for example ER. There is no limit to the number of Departments that can be defined. Parent to all Areas associated with a specific Department, and child to the associated Facility.
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Level
Description
Area
Associated areas within a Department, for example ER_ward2. This hierarchy level is optional. There is no limit to the number of Areas that can be defined. Child of the associated Department.
Set the location using either the location breadcrumb or the location tree, as described in the following sections.
Set the location using the location breadcrumb The location breadcrumb is displayed at the top of the screen in a teal-colored box labeled Current Location, as shown. Figure 1-21: Location breadcrumb
The breadcrumb shows the location that is currently set, beginning with Healthcare System, followed by Facility, Department, then Area. The current location can be set to any of the four levels, with the current location selection being the level shown at the end of the breadcrumb, for example Downtown Hospital. Each level in the breadcrumb is "active" to enable a quick change of the location. When the mouse is moved over any level of the location, the cursor changes and the level is underlined. When a level is clicked, the current location changes to that level and the user is given a dropdown list for selecting a lower-level location or creating a new location. Follow these steps to change the location using the location breadcrumb: Note: The current location can be set to any of the four location levels, with the current location being the level shown at the end of the breadcrumb. For example, if the breadcrumb is Home >> Downtown Hospital >> ICU, the current location is ICU. 1. If the new location is to be a parent level of the current location, click the desired parent level in the breadcrumb to set the location to that level. 2. If the new location is to be a child of the current location or a different child of a parent level in the breadcrumb: a) Click the desired parent level. The location is set to the selected parent level. b) Click the parent level again. A drop-down list displays a list of child locations. c) Click the appropriate child level from the drop-down list. d) Repeat these steps if the new location is to be another lower child level. The display area automatically updates with results based on the new location.
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Set the location using the location tree The location tree, shown in Figure 1-22: Location tree, displays a tree hierarchy of available locations, beginning with Healthcare System, followed by Facility, Department, and Area. The location tree is often hidden to provide additional space in the screen display area. Click the icon to the left of the primary tabs to make the location tree visible, as shown. Figure 1-22: Location tree
Use the plus and minus icons to the left of each level to expand and collapse a level, revealing the levels within it. The current location can be set to any of the four levels, with the current location selection being the level that is highlighted, for example Central NJ Med Ctr. The location tree also displays a tree hierarchy of devices that are associated with a location within a Department, as shown in Figure 1-23: Location tree: devices. The device hierarchy is displayed when the Devices button above the expandable/collapsible tree is clicked. The location tree and location breadcrumb are synchronized and represent the same data.
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Figure 1-23: Location tree: Devices
Follow these steps to change the location using the location tree: 1. Click to the left of the primary tabs if the location tree is hidden. The location tree opens, with the current location setting highlighted in the tree. In Figure 123: Location tree: Devices, for example, the current location is DT.ER. Note: A plus or minus sign next to a location indicates that the location has devices or other levels of hierarchy within it. Locations with no plus or minus sign do not have devices. 2. Expand or collapse the levels of the location tree until the desired location level is visible. 3. Click the desired location level. The new location is set and the results in the display area update with data based on the new location. 4. Optionally, click to hide the location tree. Note: If the location filter is selected, it acts as a global filter and is applied to different screens.
Change the date range Data displayed by Info HQ Manager is based on the current location and the date range. Unless the system default setting has been changed, the default date range is This Week. A change to the date range is in effect only for the current logged-in user and resets back to the system default setting (This Week) when the user logs out. To change the date range: 1. Click + to the right of the date that is displayed at the top-right of the Info HQ Manager screen. A drop-down list displays several predefined time frames and a date range option. 2. Click an option from the drop-down list. If Date Range was selected, enter the beginning date in the From field and the end date in the To field, using date format consistent with Info HQ Manager system. Then click Set. Info HQ Manager v2.1 – User Guide
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The new date range is set for the duration of the current logged-in session, and the display area updates with data based on the new date range. During the current logged-in session, all other operations performed in Info HQ Manager will use the new date-range setting. To more permanently change the date range whenever any user logs into Info HQ Manager, the Test View Default Date Period system configuration setting must be changed. To change this setting, refer to the Info HQ Manager Implementation Guide for information on system configuration settings.
Action icons The action icons listed are used in the Info HQ Manager user interface. Table 1-3: Action icons Icon
Definition/Use Display the online help.
Reduce the screen font size. Increase the screen font size. Go Back: Navigate to the previous page viewed, like the back button of a browser window. Go Forward: Navigate one page forward, like the forward button of a browser window. Search the current results for the specified search string. Add search criteria. Saved Searches: Display a selectable list of previously saved searches. Clear: Erase information entered into the field. Save modified data. Add a label to the selected item. Export the data for the current primary tab to a Microsoft® Excel® spreadsheet. Send a system-generated email. Change the current display settings. Upload data into Info HQ Manager from an external file located on a local drive, on a network drive, or on a USB device. Info HQ Manager v2.1 – User Guide
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Icon
Definition/Use Add a new operator. Edit the information about the selected operator. Work Facility: Assign one or more work facilities to one or more operator profiles. Group Certify: Certify one or more operators. Group Recertify: Recertify one or more operators. Edit the selected item. Delete the selected item. Expand all items in the display. Collapse all items in the display. Add a new device. Edit information for the selected device. Delete the selected device. Create a printable report from the data that is displayed on the screen. Undo changes made in the field, and revert to the previously saved value. Create New User: Add a new Info HQ Manager user. Edit information about the selected Info HQ Manager user. Switch from the Alerts view to the Lists view. Schedule Settings: Schedule the automatic creation of customized reports. Make the selected operator competency profile the organization default. Configure cartridge lot QC criteria. Assign competency profile.
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1.6 Common operations in the Info HQ Manager user interface Several different actions can be performed on the results that are displayed in the Info HQ Manager user interface. The following topics describe some of the most common actions: Add comments Acknowledge alerted test results Send test results to the LIS View the audit trail Export data to a spreadsheet Generate a report Email data
Add comments Many Info HQ Manager screens (for example, patient test results, devices, and QC tests) provide the option to add one or more comments to the item that is currently displayed. Each comment includes a record of the date and time it was created, and of which user created it. Add a comment by entering text or by choosing from a list of recently added comments or predefined comments. The choice of predefined and recently added comments varies depending on which screen is active. The 10 most recent comments are displayed. Note: The location of the Comments field varies depending on the screen view (see List view and Alerts view for more information about screen views). 1. If in List view, click the Comments tab in the Details pane to display the Add Comment fields, as shown. If in Alerts view, the Add Comment fields are already on the screen. Figure 1-24: Add Comment fields
2. If adding a new comment: a) Click in the text box next to Add Comment. Then enter the comment to be added. b) Click Add to save the comment and add it to the record. (Use Clear to delete and re-enter the text for the comment.) 3. If adding a predefined comment or a previously entered comment: a) Click in the drop-down list next to Add Comment and select the comment to be added. b) Select the desired comment. The text of the comment is automatically entered into the field to the right of the Add Comment drop-down list. c) Click Add to save the comment and add it to the record.
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Acknowledge alerted test results Some test results, for example tests that are out of range or tests that have an invalid patient ID, can generate an alert in the system. When an alert is generated, it can be reviewed and acknowledged by the Info HQ Manager users. Refer to the following sections within Section 3: Alert management for more detailed information on acknowledging test results with an alert: • Acknowledge an Out of Range alert • Acknowledge an Invalid Patient ID alert
Send test results to the LIS Info HQ Manager has several ways of sending test results to the Laboratory Information System (LIS). Sending a test result to the LIS also acknowledges all alerts that are associated with the test result. Refer to Send patient test results to the LIS in section 4, Test results management, for information about how to send patient test results to the LIS. Refer to Send QC results to the LIS in section 9, Quality control management, for information on sending QC test results to the LIS.
View the audit trail Info HQ Manager keeps track of all actions and changes made to test results (such as alert acknowledgements), operators, and consumables (cartridge lots). This record tracking is called the audit trail. Changes that are tracked can include, but are not limited to, acknowledging a test result, updating a patient ID, adding certifications to operators, and adding new consumables. The audit trail is available for the Tests, Operators, Competency Criteria, Competency Profile, Competency Tracker, Devices, QC, User Admin, and Inventory tabs. Shown here is the audit trail for a patient's test results.
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Figure 1-25: Audit trail
Perform the following steps to view an audit trail: 1. Click the desired primary tab (Tests, Operators, Competency Criteria, Competency Profile, Competency Tracker, Devices, QC, User Admin or Inventory), based on the type of record whose audit is to be viewed. 2. Select the desired record in the List pane (that is, the table area). 3. Click the Audit Trail tab in the Details pane (lower part of the screen).
System audit trail In the system audit trail, Info HQ Manager keeps track of all actions performed by Info HQ Manager users, all changes made by them, and all system exception errors. Refer to View the system audit trail in section 10, Info HQ Manager system management, for more information.
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Export data to a spreadsheet Info HQ Manager can export records about locations, operator certifications, and devices to a Microsoft® Excel® template. This exported template can be used for purposes like printing or reviewing, and for uploading locations, operator-related data, and devices to Info HQ Manager. Follow these steps to export the records to a Microsoft® Excel® template: 1. Depending on the type of records being exported, click the Operators or Devices tab, or expand the Location Tree panel. 2. Click . 3. For the Operators or Devices tab only, complete the following steps. a) In the pop-up window, select the template type, for example DeviceExcelTemplate for device records. b) Click Generate. 4. In the Save dialog box, choose Save to save the file to the Downloads directory. The records are saved to the current computer's Downloads folder in a .csv formatted file that can be opened in Microsoft® Excel®.
Generate a report Many Info HQ Manager screens have an option to generate basic reports that are based on the selected filters, location, and date range (located at the top of the Info HQ Manager screen). More advanced reporting options are available from the Tools screen and are discussed in section 11, Reports. The type of reports available depends on the Info HQ Manager screen. Generate a Basic Report Follow these steps to generate a basic report: 1. From the Tests, Operators, Devices, QC, or Patients screen, click box opens, as shown.
. The Select Report dialog
Figure 1-26: Select Report dialog box
2. From the drop-down list, choose the desired report. The list of available reports differs, depending on which screen is currently active. 3. Click Generate. The report, similar to the Devices List Report shown, opens in a browser window.
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Figure 1-27: Example of a report (Device List)
4. Use the controls at the top of the report to scroll through, print, and save the report. The report, similar to the Patient Testing Report shown, opens in a browser window. Figure 1-28: Example of a report (Patient Testing Report)
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Create a .CSV Report Some reports, for example the Analyte Result Extract, are generated in .csv format. To create a report in this format, follow these steps: 1. While viewing a screen of results, select a test by highlighting it. 2. Click . 3. In the pop-up window, select the report from the drop-down list. 4. Click Generate. 5. When the report is produced, a message displays prompting to open or save the file. 6. Click Save. Create a .ZIP Report By default, a report such as the PV Data Extract, is generated in a .zip folder. To create a report in this format, follow these steps: 1. While viewing a display of test results, search desired test results by applying global and local filters. 2. 3. 4. 5.
Click . In the pop-up window, select the report from the drop-down list. Then click Generate. A zip folder is produced, and a message displays prompting you to open or save the file. Click Save.
Email data Many Info HQ Manager screens provide an email icon — — to manually send email messages pertaining to the information currently being displayed. These emails could contain either an attachment containing data for the selected item or plain text that Info HQ Manager inserts into the body and subject of the email message, as shown. Figure 1-29: Example email message
Before emails can be sent, this functionality must be enabled and configured within the Info HQ Manager configuration. See the Info HQ Manager Implementation Guide for instructions on using the email configuration settings. Info HQ Manager v2.1 – User Guide
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Follow these steps to manually send an email message: Note: See Display area for information about List view and Alerts view. 1. If in List view, select the desired record, then click . If in Alerts view, click . The Send Email dialog box opens, as shown in Figure 1-29: Example email message. Info HQ Manager automatically populates the Subject field and, depending on the type of record selected, Info HQ Manager populates the body of the email message or inserts an appropriate attachment. 2. Complete the To field with one or more email addresses, separated by semicolons, to indicate who should receive the email. 3. Click Send to send the email.
1.7 Help To display On Screen Help for the screen that is currently displayed, click screen (next to the date range). Then click On Screen Help.
at the top part of the
Figure 1-30: Example of On Screen Help
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Some screens on which there are numerous entry fields, such as the System Configuration screen, also have tooltip help. Roll the mouse over a field name to display a pop-up tooltip with a brief description of the field.
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2 - Summary of the activity using the Dashboard The Dashboard is the first screen that is displayed after login. Figure 2-1: Dashboard screen
The Dashboard is one of the primary means of navigating to the major functional screens in Info HQ Manager. The screen is divided into six areas which provide an overall snapshot of the activity of the Info HQ Manager system based on the current location and date range (if applicable) that is set at the top-right of the screen. (For more information on how to change the current location, refer to Set the location in section 1, Getting started.) The sections that follow describe each area in the Dashboard.
2.1 Test Results Overview area The Test Results Overview area provides a summary of tests that have run for the current location and date range. (For more information on how to change the location or date range, see Set the location and Change the date range in section 1, Getting started.)
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Figure 2-2: Test Results Overview area
There are three primary buttons in this area: Patients, QC, and All. When clicked, the Patients button displays a summary for patient tests; the QC button displays a summary for quality control (QC) tests; and the All button displays both the patient tests and QC tests summaries as shown in the illustration. Use the filter drop-down list, at the top of the Test Results Overview area, to view data for tests that were run on a particular device model. The following patient and QC summaries are displayed. Table 2-1: Information displayed in the Test Results Overview area Patient Successful Patient Tests
Number of patient tests that ran successfully.
Alerted Patient Tests
Number of patient tests that generated one or more alerts.
Incomplete Patient Tests
Number of patient tests that did not generate a result due to an error or an issue with the sample or device.
QC Passed QC Tests
Number of liquid control tests that were conducted and did not fail.
Failed QC Tests
Number of liquid control tests in which one or more analyte values did not meet the reference value range.
Incomplete QC Tests
Number of QC tests that did not generate a result due to an error or an issue with the sample or device.
The summary headings, except for Passed Patient Tests and Passed QC Tests, are hyperlinks. When the hyperlinks are clicked, a screen listing the test results for that summary is displayed. The color-coded chart to the right of the summary headings provides a visual summary of the tests. When patient test data and QC test data are displayed together, the patient tests are represented with darker colors than the QC tests.
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2.2 QC area The QC area, circled in Figure 2-3: QC area, provides a graph of the QC tests that were performed for the date range and location specified in the location breadcrumb at the top of the Info HQ Manager user interface. Figure 2-3: QC area
The QC area displays the following information for all QC test results received from devices that are registered in the Info HQ Manager system: Table 2-2: Information displayed in the QC area Number of liquid control tests that failed. This means that the test was out of range. Number of liquid control tests that did not fail — for example, with a status of passed. Use the filter drop-down list, at the top of the Test Results Overview area, to view data for QC tests that were run on a particular device model.
2.3 Information System area The Information System area provides the status of connections with information systems: for example, green indicates that a connection is working properly and red indicates that a connection is not working as expected. Figure 2-4: Information System area
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Table 2-3: Information displayed in the Information System area Column
Description
LIS
• Green: The Info HQ Manager system is connected to the LIS. • Red: There was an issue with establishing the connection to the LIS.
ADT
• Green: The Info HQ Manager system is connected to the Admission, Discharge, & Transfer (ADT) system. • Orange: The Info HQ Manager system has received no patient data within the time period specified in the HIS Allowable Inactivity Period configuration setting. • Red: The connection to the ADT has been stopped by the user.
i-STAT/DE
• Green: The Info HQ Manager system is connected to i-STAT/DE, the web service that provides communication and customization support for i-STAT 1 devices. • Red: There was an issue with the connection to i-STAT/DE.
SYS INFO
• Green: There are no system-related alerts, such as service down. • Red: There is at least one system-related alert.
A gray indicator indicates that Info HQ Manager is not currently configured to communicate with that type of information system.
2.4 Devices area The Devices area provides a summary of the devices associated with the Info HQ Manager system. Figure 2-5: Devices area
The following information is displayed: Table 2-4: Information displayed in the Devices area Column
Description
Total Devices
Number of total devices registered in Info HQ Manager.
Not Downloaded
Number of devices that have not downloaded test data in the defined period of time; the default is 24 hours. (See the Info HQ Manager Implementation Guide section on system configuration settings for steps on how to change the default setting.)
For Repair
Number of devices unavailable while out for repair.
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2.5 Operators area The Operators area provides a summary of operators and operator certifications. Figure 2-6: Operators area
The following information is displayed: Table 2-5: Information displayed in the Operators area Column
Description
New
Number of active operators who have not been assigned one or more certification policies.
Certified
Number of active operators with one or more normal certifications to operate a device.
Expiring
Number of operators having one or more certifications that will expire soon. The number of days until expiration is set to 30 days by default. To change this setting, see Change the notification time for expiring certifications in section 5, Operator management.
Expired
Number of operators with one or more certifications that have expired.
2.6 i-STAT Alinity Cartridge Lots area The i-STAT Alinity Cartridge Lots area provides a summary list of all cartridge lot QC activity. This feature is only displayed on the Dashboard screen when Cartridge Lot QC Enabled is set to Yes in the Info HQ Configuration. Yes is the default value for this configuration setting. Figure 2-7: i-STAT Alinity Cartridge Lots area
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Table 2-6: Information displayed in the i-STAT Alinity Cartridge Lots area Column
Description
Initial QC In Progress Initial QC testing is in progress within the QC credit window. Initial QC Required
Not all passed initial QC tests are received with test time within the QC credit window.
Pending Acceptance
All of the initial test criteria are met, and acceptance is pending a manual action in the Info HQ Manager system.
QC Requirement Met
All of the QC testing criteria are met and accepted.
Periodic QC Due
Start date of the next periodic QC testing for the cartridge lot.
QC in Grace Period
The period between the Periodic QC Due time and the QC Grace Period Expired during which cartridge lot can still perform patient test.
QC Grace Period Expired
The QC testing due date and time have passed, and the grace period for completing the QC has expired.
Manufacturer Expired The manufacturer’s expiration date has passed, and the lot will not be uploaded to devices.
2.7 User-Defined Alerts area The User-Defined Alerts area provides a summary list of all user-defined alerts. A user-defined alert is the result of a saved search for which an alert is generated whenever an event occurs that meets the search criteria. For information about creating a user-defined alert, see Create user-defined alerts in section 3, Alert management. Figure 2-8: User-defined alerts area
The following information is displayed: Table 2-7: Information displayed in the User-Defined Alerts area Column
Description
Name
Name assigned to the user-defined search.
Count
Number of results returned based on the search criteria of the userdefined alert.
Each alert in the list is an active hyperlink. When the hyperlink is clicked, the system displays the appropriate Info HQ Manager screen and the specific results associated with the alert.
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3 - Alert management The instructions in this section describe how to view centralized common alerts and how to handle them. An alert indicates a condition that should be reviewed by the POCC or another authorized user. Info HQ Manager provides notification for nine types of alerts. Each type is represented by a button on the Alerts screen. The User Defined Alerts button in the Alerts screen can contain any number of alerts as defined by users of the Info HQ Manager system. The following describes details about each alert button on the Alerts screen: • Icons on the buttons are color-coded: green indicates no alert, red indicates alerts, and yellow indicates situations that will soon require intervention. Buttons have a counter that specifies the number of alerts associated with the alert type. The exception is the User Defined Alerts button, whose counter specifies the number of user defined alerts that exist, not the number of alerts within them. • Buttons are dimmed when there are no alerts for that type. The exception is User Defined Alerts, which is dimmed when no user-defined alerts have been created. Figure 3-1: Initial alerts screen
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3.1 Types of alerts The following table provides a description of the various alert types. Table 3-1: Types of Alerts Alert
Description
Out of Range Tests
Patient tests with one or more analytes that are out of range. Depending on system configuration. Click the button to see details of the results or to acknowledge the alert. The test results, by analytes displayed. Depending on the information available from the device, the results for each analyte may include one or more of the following: the values returned for the analyte along with any flags, the units, and the expected "normal" reference ranges. Analyte values within the expected normal range are represented by a black line showing the values at both ends of the normal range, and a green marker showing the value returned.
Analyte values that are out of range, but not critical, are shown in red with a flag consisting of an arrow and an H or L indicating whether the value is high or low.
Analyte values that are critically out of range are shown in red with a flag consisting of a double arrows and CH (critical high/action high) or CL (critical low/action low) in a red rectangle. Critical high and critical low values are reported by i-STAT Alinity devices only.
Device Alerts
Devices with one or more alerts, such as No Downloading Activity or Unassigned Location.
Invalid Patient IDs
Patient tests where the patient ID is invalid or missing, as Patient ADT is not supported.
Failed QCs
Liquid control tests that have failed.
LIS Rejected
Test results that were sent to the LIS but that were rejected. Click the button to review, correct patient ID, acknowledge, enter comments, and resend a result.
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Alert
Description
Disconnected Information Systems
Connection failures to an external information system, including LIS or HIS.
Operator Certification Expired
Operators with a device certification that has expired.
Operator Certification Due
Operators with device certifications that will soon expire.
User-Defined Alerts
Existence of any user-defined alerts.
3.2 View alerts To view an alert: 1. Click the Alerts tab to display the initial Alerts screen with the nine alert buttons, as shown in Figure 3-1: Initial alerts screen. Note: If the number of alerts for a specific alert type is zero (0), the alert button will be dimmed and disabled. (The exception is the User Defined Alerts button, which is dimmed and disabled when no user-defined alerts have been created.) 2. Click the alert button for the type of alert to view. By default, the List view displays all objects of the selected type (for example, devices or operators) that currently have alerts. For devices, the Alerts tab at the bottom of the screen displays details about all alerts that exist for the device that is selected in the list. Figure 3-2: List view for devices with alerts
Note: Use the Show Alert Screen configuration setting to display the Alerts view, instead of the List view, when a button is clicked on the initial Alerts screen. (Note that User Defined Alerts always displays the List view.) For more information, see the Info HQ Manager Implementation Guide section on system configuration settings. Info HQ Manager v2.1— User Guide
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Figure 3-3: Alerts view for a device alert
In the Alerts view, use the Next and Previous buttons to display other alerts of the same type. Use the secondary tabs to display other types of alerts. Click to switch to the List view for the selected alert type.
3.3 Add a comment Add one or more comments to a record with an alert. Add a new comment or choose from a list of recently added comments and predefined comments. Refer to Add comments in section 1, Getting started, for steps on how to add comments.
3.4 Acknowledge alerts Note: Acknowledging alerts does not send the information to the LIS. For more information on sending results to the LIS, refer to Send test results to the LIS. Acknowledging an alert indicates that it has been formally reviewed by the POCC or an authorized Info HQ Manager user. The following types of alerts can be reviewed and acknowledged: • Out of Range • Invalid Patient ID • Failed QC Patient test results or QC tests with alerts have an alert status of either Unacknowledged or Acknowledged. The following table describes these alert statuses.
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Table 3-2: Alert statuses Alert Status
Description and behavior
Unacknowledged
Patient test results or QC tests that have an alert but have not been acknowledged by the POCC or an authorized user.
Acknowledged
Test results that have an alert and have been acknowledged by the POCC or an authorized user. • All alerts associated with the test result are acknowledged • Test result will no longer be displayed on the corresponding alerts screens for patient tests or failed QC tests but can be viewed using the Search filter (Alert Status = Acknowledged) • Test result will continue to display on the corresponding Tests and QC tabs but the Acknowledge button will be dimmed (inactive) • Test result will no longer be included in the alert counts on the Dashboard and Alerts tabs
The steps to acknowledge an alert vary slightly depending on the type of alert. The following sections provide instructions on how to acknowledge the different types of alerts.
Acknowledge an Out of Range alert Note: Refer to Acknowledge alerts in this section before performing this procedure to understand the behavior of acknowledging alerts. Info HQ Manager generates an Out of Range alert whenever a patient test produces one or more results outside the expected range. Test results with an Out of Range alert can be viewed on the Out of Range screen. To acknowledge a test result with an Out of Range alert: 1. Click the Alerts tab, then click the Out of Range Tests alert button. 2. Using the Previous and Next buttons, select the test result to be acknowledged. 3. Click Acknowledge. 4. In the dialog box, click OK to acknowledge the alert and remove it from the list.
Acknowledge an Invalid Patient ID alert Note: Refer to Acknowledge alerts in this section before performing this procedure to understand the behavior of acknowledging alerts. Info HQ Manager generates Invalid Patient ID alerts for all test results that contain an invalid patient ID. A patient ID is invalid, for example, when it is blank or when it contains the Invalid Patient ID Pattern specified in the Info HQ Manager system configuration settings. Test results with an Invalid Patient ID alert might also have other alerts associated with them, such as Out of Range alerts. Test results with an invalid patient ID can be viewed on the Invalid Patient ID screen. To acknowledge an Invalid Patient ID alert: 1. Click the Alerts tab, then click the Invalid Patient IDs alert button to display the Invalid Patient ID screen. Using the Previous and Next buttons, select the test result to be acknowledged.
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2. If the correct patient ID is known, update the record with the correct ID as follows: a) Click . The Patient Search dialog box opens. b) From the drop-down list, either select Patient ID and enter the patient ID number, OR select Patient Name and enter all or part of the first or last name of the patient. c) Click Search. A list of patients matching the entered search string is displayed. d) Select the appropriate patient and click OK. The Patient ID field updates with the appropriate patient ID. 3. Click Acknowledge. Note: Info HQ Manager does not automatically send test results with an invalid patient ID to the LIS. If the patient ID was corrected in step 2, the test result might need to be sent to the LIS. In this case, click Send to LIS rather than Acknowledge. This action acknowledges the alert and sends the test results to the LIS in a single step.
Acknowledge a Failed QC alert Note: Refer to Acknowledge alerts in this section before performing this procedure to understand the behavior of acknowledging alerts. Info HQ Manager generates a Failed QC alert whenever a quality control (QC) test fails. The Failed QC screen displays detailed results of all such tests. To acknowledge failed QC alerts: 1. Click the Alerts tab, then click the Failed QCs alert button. 2. Using the check boxes, select one or more QC tests to be acknowledged. 3. Click Acknowledge at the bottom of the screen.
Acknowledge a Device alert A Device alert can be acknowledged by correcting the situation that caused the alert. 1. Click the Devices tab. 2. In the List pane, select a device that has an active alert. 3. In the Details pane, click the Alert tab to display a list of active alerts for the device. Common causes for Device alerts include: Unassigned Location
The device does not have a valid location. To correct, proceed to step 4.
No Downloading Activity
It has been more than defined period of time (the default is 24 hours) since the device last reported a new result. To correct, verify that the device is connected properly and that it is able to send results. This alert is not applicable for the i-STAT downloader.
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4. Click
in the Details pane to display the Select Location pop-up.
Figure 3-4: Select Location pop-up
5. Click the plus icon to expand the location hierarchy until the desired location is listed, then click the location to select it.
The device's location is updated, and the Unassigned Location alert is acknowledged and cleared.
Acknowledge an Operator alert An Operator alert is generated when an operator's certification expires or is about to expire. An Operator alert can be acknowledged by recertifying the operator. For information about recertifying operators, see Recertify an individual operator and Recertify a group of operators in section 5, Operator management.
3.5 Send test results to the LIS Info HQ Manager has several ways of sending patient test results to the Laboratory Information System (LIS). Sending a test result to the LIS also acknowledges all alerts that are associated with the test result. Refer to Send patient test results to the LIS in section 4, Test results management, for information about how to send test results to the LIS.
3.6 Create user-defined alerts On many Info HQ Manager screens, the results of a search can be saved as a user-defined alert. When this is done, an alert status is set for current and future test results that meet the search criteria. Notification of these alerts can be viewed on the User Defined Alerts screen.
Info HQ Manager v2.1— User Guide
Art: 732029-00E Rev. Date: 14-Apr-2017
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