Local Caregiver User Guide

This is the Local Caregiver User Guide. It contains the help information for the Local Caregiver for the NetCCN project.

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Quick Start Guide

  • Create a Virtual Ward 
    • For demo purposes, please choose to create your Virtual Ward in the state of Texas. The address can be made up, but please select Texas as your state. 
    • Virtual Wards will be set up by region. For this demo, the individual playing the role of the Patient will also be enrolling in the state of Texas, to ensure you connect in the same Virtual Ward to continue the simulation. In reality, there may be multiple Virtual Wards within the same region. In that case, the patient will randomly be assigned based on Virtual Ward census.
  • Receive Email/Text message with login information 
  • Enroll Team Member
    • This is to demonstrate the ability for a local caregiver to directly add a team member into their Virtual Ward
  • Create a Care Team 
    • Assign 2 care team members roles (Physician, Nurse, Advance Practitioner, EMT, etc.)
  • Enroll a Patient 
    • This is intended to demonstrate the ability for a local caregiver to directly enroll a patient into their Virtual Ward. This is option 2, alongside the patient’s self-enrollment process mentioned in Step 1. 
  • Virtual Triage Monitoring Plan (note: Individual playing the role of Patient in the simulation needs to submit one of the following to receive the alert)
    • Consists of the following alerts:
      • Patient has sent a text message
      • Patient has reported feeling worse on Daily Survey and recorded a video or written in their journal
      • Temperature >= 100.4
      • Pulse Ox <= 94%
      • Diastolic Blood Pressure < 45mmHg or > 110mmHg
      • Systolic Blood Pressure <90mmHg or >180mmHg
      • Heart Rate <45bpm or >110bpm

Create a Virtual Ward

#From a web browser, navigate to https://lstmonitor.com/netccn/

This site will allow you to create a Virtual Ward in the NETCCN pandemic monitoring program. Upon completion of enrollment, your information will be reviewed by NETCCN and you will be notified when you have been approved. You will receive an email and text message with your login credentials, as well as links to the application. 

Note: For the purposes of Task 1, please indicate your role as Doctor and choose 2019-2020 Coronavirus COVID-19 pandemic to provide services for. Other role options can be created as needed such as Physical Therapist, Nurse, Advanced Practitioner, EMT, etc. There can also be multiple epidemics, pandemics, or disasters accepting enrollment at the same time. 

For demo purposes, your account will be automatically approved, and you will be provided your credentials at the end of registration. 

Accessing the Care Portal

Option 1: From a web browser, navigate to www.LSTMonitor.com

Option 2: Use the link provided in your enrollment email to download the m.Care Monitor app to your smart device

Enter the Username and Password you were provided to log in

Once logged on to the system you will be presented with a landing page, your Dashboard, that has instructions for use and access to the features you may need. 

Teammates       

This activity allows you to enroll fellow team members into your Virtual Ward. Click the Add a New User button      to register a new team member for the first time. Similar to the process for enrolling a patient, the Yellow highlighted fields are required. Upon completing the registration, a window will display their NETCCN credentials. Select the Send button to email or text the credentials to the team member. 

Click the Add Existing User button       to add a team member to your Virtual Ward who is already a NETCCN member of a different Virtual Ward. Enter their User ID (usually an Email Address) and assign the appropriate settings. The team member will receive an email invitation to join your Virtual Ward. 

Care Teams

A care team is a collection of team members working on a team. You can create multiple teams, give them a name, and then assign a team to a Patient. Team members will have pre-assigned roles on a team so when they are assigned to a Patient the roles they play are assigned for that Patient. 

To create a new care team, click the Add a New Care Team button in the top right corner

Give the care team a Name, then click the Save button   

Now you can add individual care team members and assign them a specific role. 

After creating the Care Team, you can assign them to a patient. Navigate to the Patient List       and select the patient (you can choose either the demo patient Fred Flintstone, or the patient who enrolled themselves as part of this simulation)

Click Care Team from the left menu. The available care teams will be listed under Un-Assigned Teams, and you should see your care team you created. Click Assign next to the desired care team name. This determines the type of work the members of the team will be assigned for that patient. 

Enroll Patients

You may have a patient you are treating that needs to be enrolled in the monitoring program or referred to a testing center. In addition to the patient self-enrolling, you also can enroll them in the program. 

Use the Enroll Patients link on the Dashboard or select the Patients activity from the menu and select the + button in the top right corner to begin the process.

After entering the required information (fields highlighted in Yellow are required), the patient will receive a text message and an email with a link to download the monitoring app to their smart device, as well as credentials and a one-time code to log in. 

Review Your Patient List

Select the Patients activity from the menu to review the patients that have been assigned to your care. 

Selecting a patient from the list will open their chart and allow you to review recent vital signs, survey data, messages, and more. 

Use the Filter icon to search through your list by location, care team, and more. 

Navigating a Patient’s Chart

After selecting a patient from your Patient List, the patient notebook will open.

Several tabs are available on the left side to help you monitor, triage, and communicate with your patients.

There are three basic types of notebook tabs

Data: Demographics, Overview, Vitals, Surveys, Progress Notes

Communication: Messages, Video Conference, Journal

Other Set Up: Care Team, Standards, Appointments, Education, Documents, Consent Forms

Tasks Assigned to Team

The Tasks activity lists current work for you and your team complete. This may be an alert that a patient has a high temperature, a patient has submitted a video recording or a journal entry, or that a patient has reported concerning symptoms on their daily survey. 

Note: If you have a task assigned to you, a red bubble will appear indicating the number of tasks you have waiting.

Clicking on the Task activity will display a list of tasks you are able to review and begin working. The Advanced Options settings will have a big impact on what tasks are displayed for you. You could filter to look at only a specific Type (Name) of Task, or dates, etc.     

 If there are Tasks still waiting to be worked from a prior date, you should select Timeframe “Any” so that older Tasks do not get missed. 

The Assigned To tab allows you to select whether you want to view Tasks assigned to yourself, to other specific users, or to any user.  You can select other users from within the Care Team Members field or click on the Just Me or Anyone hyperlinks.

Select a task to begin working on it. The tabs on the left side may include patient measurement data, survey results, messages, etc. 

If there is a protocol indicating steps you are to complete, they will be listed in the Check List tab.  Check List items may be Optional or Required. Check off the items as you complete them. 

Once you have addressed the task, click the check mark to mark it as complete 

Online Appointments

Patients that request an online appointment are placed into a queue. You can view these requests under the Appts activity. 

By default, they are listed by the time the request came in, however you can sort by Kind of Appointment, Priority, orStatus by clicking on the corresponding heading. 

Click the Get Next icon in the top right corner to begin working on the next appointment in the queue 

Alternatively, Click Select to view more details about a request. To begin the appointment from here, select the task icon in the top right corner             

This will notify the patient on their smart device that their appointment is beginning, and they will be presented with a link to join the video conference. 

On the next page, click on the blue camera button to join the video session. 

You will be connected via a secure 2-way audio/video chat. 

Note: The first time you connect from a new browser, follow the on-screen instructions to download the Vidyo plugin. 

Video Controls

Consult a Remote Expert

During a video conference, you can request a remote expert to join the conference if needed. 

Click the Person button on the bottom of the video screen. You will be presented with a list of Remote Experts indicating their designated areas of expertise. Once you select an Expert, they will receive a text notification with a direct link to join the session. 

Documenting Care

During an online appointment, on the Virtual Visit task, select the Note tab. You will be given a note template where you can document your assessment and plan.

After completing your documentation, be sure to click the Complete button      at the top to close the note.

Upon completion of the video visit, navigate to the Details tab of the Virtual Visit task and click the Complete button      to close the task. 

Sending Messages

You can communicate asynchronously with team members or patients through secure messaging. Select the Messagesactivity from the menu. 

Note: If you have any messages waiting, a red bubble will appear indicating the number of unread messages. 

Sending a New Message

Select the + button in the top right corner to begin a new message. Enter the Message Content and select Add More to choose the recipients. You can select Patients or Co-workers. Once a message has been entered and at least one recipient added, the send button will appear in the top right corner 

Responding to Messages

From the Messages list, click on the conversation to mark the message as read           open the patient’s chart          or respond to the message  

When you respond to a message, the patient will receive a push notification on their smart device if they have enabled notifications.

Export Survey Data

The Surveys activity displays a list of surveys defined or made available to your Virtual Ward. Click on a survey to review results or, if you’ve been given permission, to alter the survey.

To export the data for a survey, click the Current Distribution link. This page will display the patients that have received this survey, and their status. 

Click the Results tab to view the responses, broken down by question. Click the Download Results to Spreadsheetbutton to export the results. 

Shifts

This page displays a list of shifts defined or made available to your Virtual Ward. Shifts are used to help determine when a care team member should be available for work. 

Click on the New button to add a new shift 

Give the shift a name, specify the shift start and stop time, and select the days of the week that this shift covers. 

You can also add specific days that the shift does not cover (i.e. holidays or vacations)

Profile

Your Profile is where you can manage your account and settings. You can select how you want to receive notifications for different alert severities (email, text, etc.). 

To receive alerts via text message, ensure your cell phone number and phone company are entered correctly.

Transfer a Patient

The system allows you to transfer patients between Virtual Wards. To do this, select the patient from your Patient List. On the top left side of the page, click on the small arrow to open a collapsible menu

Select Transfer. A box will appear for you to select the desired Virtual Ward to receive the patient. 

You can also decide whether to keep the patient in your existing Virtual Ward, or to deactivate them. 

Note: No data is lost in the transfer or deactivation of a patient

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