Ideagen Clinical Portal is a web based Clinical Portal / Content Viewer that provides secure access to a unified view of a patient’s clinical information through seamless integration with an unlimited number of disparate source systems such as:
• Diagnostics (Pathology, Radiology,
• Cardiology, Physiological Measurements)
• Theatres, Endoscopy, Ophthalmology
• Electronic Document Management
• Digital dictation voice recognition
• Order communications
• Ward/task management
• Human Resources
• In house systems/databases
Information is provided through the use of fully configurable dashboards and custom tiles. The layout and configuration of dashboards may be different for different customers, roles or even individual users.
Note: for information on configuring users, roles and default dashboard see the Administration User Guide.
Tiles are designed and created during system implementation. However, additional tiles can be created by individual organisations’ technical teams, with assistance from Ideagen Plc if required.
If information is fed into Ideagen Clinical Portal via the Mirth Integration Engine or is accessible via another method such as web services, it can be presented in a wide variety of ways through a custom tile – for example, lists, counters, graphs, tables.
Accessing Ideagen Clinical Portal
Instructions for accessing Ideagen Clinical Portal will provided locally. Access could be via a URL or may be automated via single sign on. Once a user has logged into Clinical Portal, a User bar will be presented, together with a pre-defined User Dashboard based on the users’ role.
To log out of Ideagen Clinical Portal click on the user details and Logout from the dropdown in the User bar.
Note: About provides system information such as the software version.
Select Logout displays the following confirmation message.
Using the Dashboard
When logging on to Ideagen Clinical Portal for the first time, a user will be presented with a personal User Dashboard based on the role they have been assigned on the system. This Dashboard is comprised of a number of Tiles which display information. For example:
Selecting a patient then displays a Patient Dashboard, for example:
To navigate back to the previous screen, use the Back button in the User Bar. To return directly to the User Dashboard, click the Clinical Portal logo.
Both the User and Patient Dashboard are customisable - a user may drag and drop Tiles to create a custom order. In addition, Tiles may be added to and removed from either the User or Patient Dashboard.
Re-ordering Tiles on a Dashboard
To reposition tiles on a Dashboard, view the appropriate Dashboard and go to the Configure Tiles option at the bottom of the screen.
Selecting Configure Tiles presents the following view.
Drag the Tiles into the required locations.
Adding additional Tiles to the Dashboard
To add additional Tiles to the Dashboard go to the Add Tiles option at the top of the screen.
Selecting Add Tiles opens a ribbon of available Tiles, for example:
Drag and drop the required Tiles onto the Dashboard.
Individual Tiles may require configuration in order to display specific content. For example, the Clinician Inpatient List tile allows the user to display either their own or another clinicians’ patients.
Note: Tiles may be configured for specifically for the User Dashboard (for example, Clinic List), the Patient Dashboard (for example, Patient Request/Results) or both. As a result, the list of available Tiles will vary between the User and Patient Dashboards. For more information on configuring Tiles, see the Administration User Guide.
Removing Tiles from the Dashboard
To remove a Tile from the Dashboard, go to Configure Tiles, and drag the Tile to right of the screen.
Saving changes to the Dashboard
To save changes to the Dashboard click Save. Alternatively, Cancel exits the Add Tiles interface and undoes all changes made in this session. Reset allows the user to undo changes to either the Tile layout, Tile configuration of both.
Individual patient information may be accessed by selecting a patient listed in a Tile on the User Dashboard. Alternatively, a patient may be found via the search. To search for a patient, click the Search icon in the User Bar.
The following view will be presented.
Individual Patient Search
The Individual Patient Search allows for a direct search for a specific patient.
Note that Ideagen Clinical Portal does not allow blank searches and a least one field must be populated with a search term.
If required, Advanced Search adds the following additional search filters.
Group search allows for a search of patients associated with a particular Clinician, a physical Location such as a ward or a specific Clinic.
As an example, to search by Clinician, click Find.
Select the appropriate Clinician and click OK. Click Search to generate a list of relevant patients.
If required, click the expand option to view more information.
To view the patient in the Patient Dashboard, select any field in the first line of patient data.
If enabled in the database, the installation may require the portal user to confirm they have consent to view the record.
Yes is selected when a patient has given explicit consent.
No is selected if a patient has explicitly refused to give consent.
Emergency Access covers situations where a patient is unable to give consent – for example, the patient is unconscious.
Access for Legal Reasons would only be used during an investigation.
If the user selects Emergency Access or Access for Legal Reasons, they will be required to enter a justification for accessing the record, for example:
If the user selects No – access refused, Consent will be requested again the next time the record is accessed. For other options a duration is applied, in line with Trust policies. Consent given during an open primary episode will typically persist until a discharge date is issued. Other scenarios typically have a defined consent duration.
Note: Consent duration periods are configured during the initial installation and setup for the installation.
Using the Patient Dashboard
Once a patient has been selected information is displayed via the Patient Dashboard.
The Patient Banner displays demographic information about the patient.
Further information may be viewed by expanding the Patient Banner.
Alerts allow a clinician to record non-clinical information, such as safeguarding issues or a tendency for violence, against the patient record. To add an alert, select Alerts.
Select Add New Alert.
Select an Alert Category to expose a list of Alerts, such as ‘Potential Risk of Violence’.
Select a Source of Information, such as ‘Clinician told by Carer of Patient’.
Add further notes as required. The following view will be presented:
To update an alert, select the alert.
Select to Edit or Remove the Alert as required.
Note: removing the alert will trigger a confirmation, which requires a source of information and justification.
Note: for information on creating Alert types and categories see the Administration user guide.
Allergies allows a clinician to record allergy information against a patient record. To add allergy information, select Allergies.
To confirm that the patient has no known allergies, select No Known Allergies.
Enter the source of the information, such as the patient, and add any other notes.
To add a new allergy, select Add New Allergy.
Select an Allergen and a source of information, such as ‘Clinician told by Carer of Patient’.
Click Add to create a list of reactions experienced by the patient.
To edit or remove an Allergy, select the Allergen. Removing an Allergen requires a source of information, and a justification.
Note: for information on creating Allergy types and categories see the Administration user guide.
Below the Banner is the optional Activity Timeline.
The Activity Timeline displays all episodes for the selected patient, colour coded to differentiate A&E, In-patient and Out-Patient episodes. Clicking on an episode displays further information.
By default, the timeline displays activities within the last five years. To view a different time period, select from the View dropdown.
Note: for information on configuring the Activity Timeline, see the Administration User Guide.
All content known to Ideagen Clinical Portal is grouped and listed in the Content Navigation pane on the left-hand side of the Patient Dashboard.
Content is structured into Folders, which may be divided into Sections, which may be further divided into Content Types. For example, a Content type of ‘Dieticians Notes’ could exist in the section ‘Clinical Notes and History’, which is in the Folder labelled ‘Acute Record’.
Note; for information on creating Folders, Sections and Content Types see the Administration User Guide.
It is possible to filter the list of content by selecting the Filter option at the top of the pane.
Content may be filtered by:
• Content groups (content types grouped together into discrete lists)
• Date range
Note: for information on creating Content groups see the Administration User Guide.
If required, the Content Navigation pane can be collapsed using the arrow.
Click an item in the Content Navigation to open it. Selected content will be opened in the Content Viewer.
When content is opened from the Content Navigation or from the User or Patient Dashboards, it will be displayed in a new tab in the Content Viewer.
It is possible to collapse the Content Viewer using the arrow above the tabs on the right-hand side of the screen. Open tabs can be viewed by hovering over them and can be opened by clicking a tab.
The user may switch between tabs, select to view content full screen.
Note that the viewer used may vary depending on the type of content opened. For example, selecting content may launch another system such as Ideagen OCM to display diagnostic results.
Viewing Audit Trail
The audit trail can be viewed (where applicable) by clicking the View Audit button at the bottom of the Content Viewer.
Content can be printed (where applicable) by clicking the Print button at the bottom of the Content Viewer.
Note – all printing of content will be audited by the system.
Click View Audit to see an audit trail for the content, for example: