Care Orchestrator
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You must have Clinical User, Clinical Assistant, or Patient Viewer permissions to perform these tasks.

This help topic describes functionality that may not be part of the feature set in use at your company.

View Document

Users are able to view documents and reports saved for the patient. See Patient Compliance and Compliance Report for more information about Compliance Reports.

To view Document information for a patient:

  1. Click the Patients tab.
    The Patient search and a list of all patients displays.

  2. Select whether to search by the patient's Name, External ID, Patient reference or Device serial number.

Note:  Once the category to search by is selected, that option will remain the default search option for the remainder of the user's login.  It will return to the system-wide default upon the next login. 

  1. When either the Search by Name, External ID or Patient reference are selected as the main search criteria, expanded search options are available.  Click the More options link located beneath the Search field.

The Date of birth, Postal code and Phone number search fields are displayed, which allows for more detailed searching.  

  1. Enter the main search item in the upper Search field and, if desired, enter the expanded search information in the respective Search field, then click the Search button.

Based on entered information, relevant patients display.

Note:  When searching by Date of birth, the entered date cannot be in the future and must be in the correct date format as displayed beneath the field.

Note:  When searching by Postal code, the entry must be an exact match for the data entered into the Search field.

Note:  When searching by Phone number, only numeric text is allowed in the Search field and the entry must be an exact match for the entered data in order to be displayed in the Patients list.

Note:  The Search button is disabled until valid search criteria is entered into one or more of the additional search fields.

  1. Click the desired patient name to open the Patient window.

Patient information displays.

  1. Click the Documents tab.

Documents list displays.

  1. Locate the report in the Documents list in the desired category and click the report name to open it. Identify the desired report by using the Document, Type, Added Date, and Added By information.

Selected report opens in a new browser window.

Note: Documents added by External Services users are displayed in the Documents list. These documents are labeled Document from Ext. Service User in the Document column, and the External Service organization is shown in the Added By column. See External Services.

  1. Review the report information.

Optional:

Click the Close button in your browser to close the report.

Click the Print button in your browser to print the report.

Click the Care Orchestrator tab in your browser to return to the application.

Warning: The data provided in reports is only one of several elements to consider when evaluating the effectiveness of the therapy. This data should not be used in the diagnosis of a patient's condition.

Note: While your report may contain data from multiple therapy devices, the therapy device name and corresponding serial number displayed in the report header represents the therapy device which last reported data in the report.

Note: All users should be aware of personal data displayed on Care Orchestrator screens, forms, and reports.

  1. If a Secure File is desired, click on the .  The Generating Secure File window displays.  A password automatically generates that should be copied and saved.  Click Download to download the file.

Note: A secure document requires the password provided in order to be opened. Each secure document will have a separate password that is unique to that saved file.

Note: In order to open secure files, your computer may require additional software. Examples of these programs are WinZip (https://www.winzip.com/) for both Windows and Mac; 7Zip (https://www.7-zip.org/) for Windows; or BetterZip (https://macitbetter.com/) for Mac.

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