User Manual
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NIOX® Patient User Manual
NIOX® Patient User Manual English 000209-09 October 2019
Table of contents
1 Important information ...3
5 NIOX® Admin ... 17
1.1 Before using NIOX® Patient ... 3 1.2 About this manual... 3 1.3 Compliance ... 3 1.4 Responsible manufacturer and contacts ... 3 1.5 Warnings ... 3 1.6 Intended use ... 4
5.1 Start NIOX® Admin... 18 5.2 NIOX® Users ... 18 5.3 Create new user... 18 5.4 Customize patient Journals... 20 5.5 Physicians... 21 5.6 Database & Setup... 22 5.7 Manage Instruments ... 23 5.8 Data Export ... 24
2 Product description ...4 2.1 NIOX® Patient... 4 3 Installation and setup ...5 3.1 PC requirements ... 5 3.2 Installation ... 5 3.3 Database setup ... 7 3.4 Server requirements... 7 3.5 Set NIOX administrator privileges the first time... 8 3.6 Installation of NIOX Database on SQL server... 9 4 NIOX® Patient ...9 4.1 Start NIOX® Patient ... 9 4.2 Create new patient ... 11 4.3 Search for a patient ... 11 4.4 Open a patient Journal ... 12 4.5 Make changes to an opened patient record ... 13 4.6 Start a measurement from an opened patient record... 14 4.7 Patient Notes... 14 4.8 Manage measurements... 15 4.9 Create a report of a Journal ... 16 4.10 Automatic import of measurements from NIOX® Panel... 17 NIOX® Patient User Manual English 000209-09
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Chapter 1 Important information
1
Important information
1.1
Before using NIOX® Patient
NIOX® Patient should only be operated as directed in this manual by trained healthcare professionals. Trained status is achieved only after careful reading of this manual. Read the entire instructions for use and make certain that you fully understand the safety information. NIOX MINO® User Manual or NIOX VERO® User Manual respectively applies for how to use the different devices.
The User Manual provides instructions on how to operate NIOX® Patient. It contains numbered step-by-step instructions with screens and illustrations. Buttons are illustrated in bold or as icons. Choices within steps are displayed with bullet points.
1.3
Compliance
NIOX Patient is CE marked according to In Vitro Diagnostics Directive 98/79/EC.
1.4
Responsible manufacturer and contacts
Symbol
Description
WARNING!
Indicates a potentially hazardous situation that, if not avoided, can result in bodily harm or injury.
CAUTION!
Indicates a potentially hazardous situation that, if not avoided, can damage a product or system, cause loss of data or harm to business.
www.circassia.com www.niox.com
Note
Alerts the reader to important information on the proper use of the product, user expectations, error situations, and actions related to these.
1.5
1.2
Circassia AB Hansellisgatan 13, SE-754 50 Uppsala, Sweden Phone: +46 (18) 32 88 37 e-mail: [email protected]
• •
About this manual
NIOX® Patient User Manual - English 000209, version 09, October 2019. Information in this document is subject to change. Amendments will be made by Circassia as they occur. NIOX, NIOX MINO and NIOX VERO are registered trademarks of Circassia AB.
000209-09 NIOX® Patient User Manual English
• • • •
Warnings
NIOX® Patient should only be operated by healthcare professionals. Operate NIOX® Patient as stated in this manual. Circassia accepts no responsibility for damaged application or faulty results, if the application is not handled according to this manual. Modification of NIOX® Patient application is not allowed. Do not use a damaged application. All warnings in the NIOX MINO User Manual are also applicable when NIOX MINO® is used together with NIOX® Patient. All warnings in the NIOX VERO User Manual are also applicable when NIOX VERO® is used together with NIOX® Patient.
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Chapter 2 Product description
1.6
Intended use
NIOX® Patient is a PC application designed to store, display and report a patient’s FeNO measurements obtained from any NIOX® instrument. As NIOX® Patient is preferably used in conjunction with NIOX® Panel and NIOX® instruments, it is recommended to read their corresponding user manuals in conjunction with the use of NIOX® Patient. NIOX® Patient can store data either locally or in a network database.
2 2.1
Product description NIOX® Patient
NIOX® Patient is designed to manage patient records, measurements, users, reports and database administration. The software contains an administrative mode to manage user information, customize patient records and reports. The database allows measurements pertaining to a specific patient to be centrally collected even if they are performed on several different instruments. The NIOX Patient software is an accessory to an In Vitro Diagnostic Device.
2.1.1
NIOX® Panel
NIOX Panel is described in the NIOX VERO User Manual and a separate user manual for NIOX MINO. NIOX Panel is a visual aid that allows the user to operate the instrument from a PC and store measurements in the database. The NIOX Panel software is an accessory to an In Vitro Diagnostic Device.
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000209-09 NIOX® Patient User Manual English
Chapter 3 Installation and setup
3 3.1
Installation and setup
2.
An installation wizard opens, accept license agreement.
3.
To create a standard installation select “install” and continue with step 7. To change installation path or add more features than predefined select “advanced”.
PC requirements
Operating systems • Windows® 7, Windows® 8 (RT versions excluded) or Windows 10
Supported screen resolutions • 1024x768 • 1366x768 • 1280x800 • 1920x1080
3.2 1.
Installation Select the file named setup.exe
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Chapter 3 Installation and setup 4.
Recommended is to install for “all users of this machine”
6.
Select what features to be installed, and then click “install”.
5.
To edit installation path select “Change”.
7.
Wait for the programs to be installed.
8.
The programs are now available in the selected location or in the start menu.
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000209-09 NIOX® Patient User Manual English
Chapter 3 Installation and setup
3.3
Database setup
NIOX Patient is connected to a SQL CE database by default.
4.
Enter the name of the database.
5.
Select Authentication Method: Windows Authentication (continue with step 7) or SQL Server Authentication.
6.
Enter SQL Server user name and password.
Note: 7.
Select Test connection.
8.
If the test is successful, select Save connection.
3.4 3.3.1
SQL CE Single user database setup
1.
Start the Database (Db) program from the start menu.
2.
Select SQL CE (local database)
3.
Select Test connection.
Print and save the credentials in a secure place.
Server requirements
Server requirements • Microsoft® SQL Server 2008r2, Microsoft® SQL Server 2014, Microsoft® SQL Server 2016
4.
Select Save connection.
3.4.1
Server installation and configuration
5.
NIOX Patient is now connected to the local database installed on the computer.
3.4.2
Network requirements
3.3.2
SQL Multiuser Database setup
Note:
Before NIOX Patient can be connected to a multiuser Database, the database has to be created. For instructions “Installation of NIOX Database on SQL server” on page 9
1.
Start the Database (Db) program from the start menu.
2.
Select Use SQL Server.
3.
Enter the address of the SQL Server (computer name/database instance name).
000209-09 NIOX® Patient User Manual English
To be able to connect to the multiuser database, a network connection between the computer and the network database is needed. Contact your network administrator.
3.4.3
Import database from DataManagement Program
It is possible to import a database from NIOX MINO DataManagement Program (version 2.1.0.1 or 2.2.0.0) to an empty single-user database. For instructions on how to create a backup from DataManagement Program refer to the DataManagement Program User Manual.
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Chapter 3 Installation and setup Start Admin, select Database & Setup. If the database is empty select “Restore DM Database”. Select the backup-file to import the database.
When restoration of the database is complete the button changes to “Backup database”.
For network database, contact the network administrator. Circassia recommends creating a new single user database, importing as described above, exporting SQL CE definitions and data to a SQL script, running the script on the SQL Server. Start NIOX Database and connecting to the SQL Server.
3.5
Set NIOX administrator privileges the first time
The system comes with a default administrator account in NIOX Admin.
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1.
Select the “Ad”-icon on the start menu. This opens the NIOX Admin application.
2.
Select NIOX User. This opens the NIOX User view.
3.
Log in as: User name: a Password: p
000209-09 NIOX® Patient User Manual English
Chapter 4 NIOX® Patient 4.
Select the user from list and set a new user name (optional) and a new password (recommended). Refer to “Edit user” on page 19.
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5.
Print and save the new administrator credentials in a secure place.
NIOX® Patient is used to administrate information regarding a specific patient, create new patient records, search for specific patient records, view records, add or delete notes, manually add measurements or import measurements from an instrument. It is also possible to print the records in various formats. NIOX® Panel is used to automatically store measurements in the database or directly into a patient record.
Note:
Make sure that the password is saved in a secure way.
3.6
Installation of NIOX Database on SQL server
Before NIOX Patient can be connected to a multiuser Database, the database has to be created. The database should be created by a network administrator. 1.
Start Microsoft SQL Server Management Studio, log on to the SQL server.
2.
Select Create new Database.
3.
Name the database i.e NIOX.
4.
Open “New Query” in Management Studio. Copy the T-sql script (available on the USB-stick in the SqlServerScript-folder) to the query window. Change “use database name” to “use NIOX”.
5.
Run the T-sql script. This creates all necessary tables to store NIOX information and also initializes the user table with the built-in administrator account.
6.
Connect to the database with NIOX Database and then start NIOX Admin to change the user name and password for the built-in administrator account.
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NIOX® Patient
Note:
To avoid having to import measurements from instruments, Circassia recommends selecting the patient in NIOX Panel before performing a new measurement. If the patient does not exist, use NIOX Patient to create the patient.
4.1
Start NIOX® Patient
1.
Select NIOX Patient. This opens the login view.
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Chapter 4 NIOX® Patient 2.
Enter user name in the User name text field.
3.
Enter password and select OK. This opens the NIOX® Patient view.
5.
4.
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The name of the current user will be displayed in the top right hand corner. Select the name and the Session Management view will open.
In the Session Management there are three options: • Select Change password to change password. • Select Switch user to log in as a different user. • Select Log off to close NIOX® Patient.
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Chapter 4 NIOX® Patient
4.2 1.
2.
Create new patient
4.3
Search for a patient
In the NIOX® Patient view, select Create new patient. The Patient Details view opens.
Select the relevant text fields and enter information.
Note:
Mandatory information: Patient ID (must be unique).
3.
Select physician from the drop down list.
4.
Optional: Set upper and lower limits for the patient’s FeNO value by entering the limits in the text fields. It is also possible to change the limits in the graph.
5.
Select Save to return to the NIOX Patient view. Cancel leaves the view without saving changes.
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1.
If not already open, open the search text field at the bottom of the screen by the up arrow button.
2.
Enter the patient details and select Go. • To search enter a first name, last name, a patient ID or enter a date range to find the relevant patient. • The search results search will be presented in a list. • Leaving the search field empty and selecting go will show the patient records with the most recently performed FeNO measurements in a list. • To view all patients in the database press Search All.
• To hide the search text field select the arrow down button. Note: Scroll using the vertical bar to view all information in the search result list.
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Chapter 4 NIOX® Patient
4.4 1.
Open a patient Journal In the search results list, select a row to open the corresponding record. The Journal for the selected patient is opened. 3.
• Perform New Measurement- Selecting this button starts NIOX Panel and populates Patient ID with the opened patient. Only available when NIOX Panel is installed on the same computer and in the same folder as NIOX Patient. Refer to page 14 for details. In the bottom search bar there are also options: • Show measurement mode - Select any option to display of the available measurement modes by clicking on it. • Select the date/time range displayed in the Journal by entering time intervals in the search field, select the arrow down button and set year/month/day. The interval starting time is entered in the top row, and ending time in the bottom row. • Select how to display the measurements. To show the graph, slide the Graph slide button to the right. The text beside the button will display Graph ON. To display the view without showing the graph, slide the Graph slide button to the left. The text beside the button will display Graph OFF.
2.
The Journal view displays an overview and several additional options for viewing patient data. The fields (tiles) to the left: • Patient ID, displays the latest measurement result, date and physician. Selecting this button opens the Edit Patient Details view. Refer to “Edit patient details” on page 13 for details. • Journal Notes, displays the number of available Journal notes and the latest note and date in full. Selecting this button opens the Journal Notes view. Refer to “View Journal note” on page 14 for details. • Import Measurement from Database - Selecting this button allows connecting measurements to the patient Journal. Refer to “Import measurements to a Journal” on page 15 for details. • Manually Create Measurement- Select this button to manually enter measurement details. Refer to page 15 for details
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000209-09 NIOX® Patient User Manual English
Chapter 4 NIOX® Patient 4.
To show the limits, slide the Limits slide button to the right. The text beside the button will display Limits ON. To display the view without showing the limits, slide the Limits slide button to the left. The text beside the button will display Limits OFF.
Note: 5.
4.5
4.5.1 1.
Edit patient details
To edit patient details select the button displaying the patient ID. This opens the Edit Patient Details view.
To change limits just drag the numbers on the left side of the graph to the correct value.
To print a report, select Create Report. See details in the section “Create a report of a Journal” on page 16.
Make changes to an opened patient record
When a patient Journal is opened, it is possible to edit patient details, enter a new Journal note, delete Journal notes, manually add measurements or import from an earlier connected instrument. If several instruments have been connected to the database measurements can be imported from any of the instruments in the network.
2.
Select the relevant text box/es and enter changes with the keyboard. • To change physician select and choose a physician from the appearing drop down list. Note: To add a physician use NIOX Admin, new physician. 3.
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Select Save to save the changes and return to the open patient Journal view. Cancel leaves the view without saving changes.
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Chapter 4 NIOX® Patient
4.6
Start a measurement from an opened patient record
To start NIOX Panel and automatically populate patient ID, select the Perform New Measurement button. Note:
Only available when NIOX Panel is installed on the same computer and in the same folder as NIOX Patient.
4.7
Patient Notes
4.7.1 1.
2.
Enter the new Journal note in the text field. Select Save to save the changes and return to the open patient Journal view. Cancel leaves the view without saving changes.
4.7.2 1.
Enter Journal note
To enter a new Journal note, select Create Journal Notes. The Journal Notes view opens. I
4.7.3
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View Journal note
Select Journal Notes in the patient Journal view. This opens the Journal Notes view.
Delete a Journal note
1.
To delete a Journal note, select the row with the relevant Journal note. The Edit Journal Notes view opens.
2. 3.
Slide the button Deleted to display Yes. Select Save to save the changes and return to the Open Patient Journal view.
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Chapter 4 NIOX® Patient
4.8
Manage measurements
4.8.2
4.8.1
Manually add measurement to a Journal
To add comments to a measurement select the measurement in the list, add the comment and click Save.
1.
To add a measurement to an open patient Journal, select Manually Create Measurement. The Measurement Details view opens.
Add comments to a measurement
The signature of the current user will be added automatically.
4.8.3
Import measurements to a Journal
1.
To import measurement to an open patient Journal, select Import Measurement from Database. The Import Measurements view opens illustrating which instruments are connected to the database via NIOX® Panel.
2.
Select which instrument to import measurements from. This opens the Select Measurements to Import view.
Note:
The measurements displayed are performed on an instrument when connected to NIOX® Panel and not matched to a patient ID. For more details see page 17.
Note:
If only one instrument has been connected to the database, step 2 is not available. Proceed to step 3.
Note:
The search field is automatically populated with the open patient journal ID.
2.
Select the relevant text box/es and enter changes with the keyboard, or select the arrow down button and then mark a value in the appearing drop down list. Note: Mandatory information must be entered: FeNO value. 3.
Select Save to save the changes and return to the Open Patient Journal view. Cancel leaves the view without saving changes.
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Chapter 4 NIOX® Patient
4.9
Create a report of a Journal
In the opened patient Journal view there are several print options. Note:
The report will contain the content shown on the screen. Select whether to include or exclude graphs, limits and time intervals according to the descriptions on page 12.
Note:
If Microsoft Word is not installed there is an installation-file for Wordviewer available on the USB-stick. Just click on the setup-file and follow the instructions on the screen.
1.
Scroll the list for the measurements to import. Select the row/s with the measurement/s to include in the import. The selected row/s will be highlighted 5. Select Import Selected to start importing and return to the opened patient Journal view. Cancel returns to the opened patient Journal view without importing any measurements. Note: In case a measurement is imported to the wrong patient Journal, it is possible to delete the measurement from the patient Journal and make it available for reimporting to the correct patient Journal.
Select Create Report. A view with print options will open:
3. 4.
• Select the faulty imported measurement from the Patient journal measurement list or select it in the graph.Then slide the Delete button to display Yes. To save changes select Save.
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• Quick print. Prints the content shown on the screen. • Built in report 1 or Custom report 1. Creates a Word-file which allows for further editing. • Built in report 2 or Custom report 2. Creates a Word-file which allows for further editing. • Built in report 1 (PDF) Creates a PDF file with the same appearance as Built in report 1 or Custom report 1.
000209-09 NIOX® Patient User Manual English
Chapter 5 NIOX® Admin • Built in report 2 (PDF) Creates a PDF file with the same appearance as Built in report 2 or Custom report 2. 2. After saving/printing you will return to the opened patient Journal view. • To build a customized report start with either PatientReport1.doc or PatientReport2.doc and save the document with a new name. • To load the customized report use NIOX Admin Customize reports on page 20. • To create a completely customized report refer to BuiltinReportVariables.docx. BuiltinReportVariables.docx contains all possible variables to use in a customized report.
4.10
Automatic import of measurements from NIOX® Panel
NIOX® Panel is an optional visual aid and software allowing the user to operate the NIOX instrument from a PC.
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NIOX® Admin
The application NIOX® Admin is used to manage user information and user privileges. It contains several options: • NIOX Users is used to manage users, edit user information, add new user and manage account credentials. • Physician is used to add or edit a physician. • Database & Setup is used to perform backup, restore or clear the database (for standalone usage). • Report & Setup is used to customize the information shown in Journals and reports. • Manage Instruments is used to name the instruments in the database and to inactivate instruments that are no longer in use. • Data Export is used to select and export data from the database to .csv- or .xls-format
Provided that the patient ID is entered, a patient measurement performed using NIOX® Panel will automatically be saved to the correct patient in the NIOX® database. Note:
A measurement performed with NIOX Panel without entering the patient ID is stored in the NIOX database but must be matched manually to the correct patient in the database.
Note:
If a patient Journal is already opened the patient will be selected in NIOX® Panel patient ID search field.
If the multiuser network database setup is implemented, the system can access data from all connected instruments. One or several users may be appointed administrators of the system. Administrators can add and delete NIOX® users and set privileges and status.
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Chapter 5 NIOX® Admin
5.1
Start NIOX® Admin
1.
Select NIOX Admin. This opens the NIOX Admin view where further choices can be made.
2.
To return to the NIOX Admin view from any other view, select the arrow icon next to the view title in the top left hand corner of the screen. To close NIOX Admin, select the X in the top right corner.
3.
4.
5.3 1.
5.2
NIOX® Users
NIOX Users allows administrators to add or inactivate users and set relevant privileges to the users. 1.
Select NIOX Users. This opens the NIOX Admin login view.
• Applications marked with a check mark are accessible • Applications without a mark are not accessible. Select which category of users to display by setting the slide button Show users that are to show Active or Inactive in the bottom left corner.
Create new user Select Create New user. This opens the New User view.
2.
Select the relevant text boxes and enter the user account information and user details including ID with the keyboard. • User name and Identity must be unique. • User name, identity and password is mandatory to enter. • Enter notes by selecting the Notes text box. Note: Remember to note the user name and password to give to the new user. 3.
Check the relevant privileges check box/es to give the user access to: NIOX® Admin and/or NIOX® Patient applications. Note: To inactivate a user in the database slide the User status button to show Inactive. 4. 5.
Select Save to save the changes and return to the NIOX Admin Users & Settings view. Cancel leaves the view without saving changes. Remember to inform the new user of their user name and password.
5.3.1 1.
2.
Enter User name and password.
3.
This opens the Users & Settings view displaying users and applications access.
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2.
Search user
Select the search text field at the bottom of the screen, enter the user details and select Go. • Type a name or user name or an ID in the search field. • Search among inactive users by setting the Show users that are slide button to Inactive. The results matching the search will be presented in the list.
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Chapter 5 NIOX® Admin Note:
Scroll using the vertical bar to view all information in the search result list.
5.3.2
Edit user
1.
Select a user from the list. This opens the Edit User view.
2.
Edit the relevant information by selecting the text box and enter the new information using the keyboard.
3.
1.
Select Account settings. This opens the Global Account Settings view.
• Set privileges by selecting the relevant check box. A check marked box gives the user access to the application. • To remove privileges, uncheck the check box. • Set the user status by setting User Status button to display Active or Inactive. Select Save to save the changes and return to the NIOX Users view. Cancel leaves the view without saving changes.
5.3.3
Set global account rules
2.
Global account setting regulate the general rules on password usage and account duration for all users included in the system. Setting or changing global account rules requires administrator privileges.
Slide the button Password required to show Yes or No. If password is not required, then go to step 6 below.
3.
Select the arrow down button and select a number for the minimum numbers of characters for the required password.
Note:
4.
Slide the button Strong password to show Yes or No.
5.
Slide the button Account expires to show Yes or No.
6.
Select the arrow down button and select values for the account duration.
7.
Select Save to save the changes and return to the NIOX Admin Users & Settings view. Cancel leaves the view without saving changes.
Administrator accounts never expires.
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Chapter 5 NIOX® Admin
5.4
Customize patient Journals
This options enables NIOX users to customize patient Journals and Reports.
5.4.1
Custom fields
To add custom fields to patient Journals. 1.
Select Report & Setup in the NIOX Admin view. This opens the Customization view.
5.4.2
Customize content in reports
Built in reports are installed during the installation and saved in the folder C:Program Files (x86)CircassiaNIOX AppsBuilt-in-reports. The report is created and available in word-format. The content in the patient journal view that can be customized in the report is shown in the word-file “ReportingVariables” as unique identifiers. Note:
Patient report can be selected from NIOX Patient Journal view.
To customize the appearance of a report: 1.
Open the built in reports-folder C:Program Files (x86)CircassiaNIOX AppsBuilt-in-reports.
2.
Select one report to customize, open the “ReportingVariables” and find the id for the fields to add to the report. i.e “__ID 33” and “__ ID 38” for custom field 1, save.
Note: 3.
2. 3.
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Select a custom field and enter the title of the custom field to appear on the patient Journal. Repeat to add more fields. Slide the button next to the relevant custom field to show On for it to be displayed.
Make sure to use the exact correct unique identifiers otherwise the information will not be recognized and shown in the report.
To select where the graph is displayed just move the picture in the document and save.
Note:
The tables will include all measurements for the specific patient. It is also possible to set date ranges by selecting the dates in the bottom bar in the patient journal view.
Note:
To edit the appearance of the PDF reports, edit one of the word files to preferred look, upload it as custom report 1 or 2.
000209-09 NIOX® Patient User Manual English