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HPRy Quicklook User Manual [PDF 594KB] - Pen Computer Systems

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HEALTH PROVIDER REGISTRY QUICKLOOK<br />

USER GUIDE<br />

PEN COMPUTER SYSTEMS PTY LTD<br />

Version 1-1<br />

12 th May, 2009


Document History<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

Version Date Contributor Description<br />

0-1 16/07/2008 Christine Chidgey Initial Document Creation<br />

0-2 05/08/2008 Brett Esler Deployment Changes<br />

0-3 14/02/2009 Christine Chidgey Updates for revised functionality<br />

0-4 20/02/2009 Pamela Scicluna Review & minor revisions<br />

0-5 24/02/2009 Karen Young Review & minor revisions<br />

0-6<br />

24/02/2009<br />

Christine Chidgey<br />

Updates to terminology following<br />

review<br />

0-7 03/03/2009 Christine Chidgey Updates to screen shots<br />

0-8 04/03/2009 Karen Young Review & minor revisions<br />

1-0 04/03/2009 Christine Chidgey Final version for release<br />

1-1 12/05/2009 Pamela Scicluna<br />

Acceptance of changes & minor edits<br />

after HCSA review<br />

PEN COMPUTER SYSTEMS Page 2 of 16


Table of Contents<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

1 INTRODUCTION........................................................................................................................................... 4<br />

1.1 INTRODUCTION .......................................................................................................................................... 4<br />

1.2 HEALTH PROVIDER REGISTRY (HPRY) QUICKLOOK.................................................................................. 4<br />

1.3 RELEVANT DOCUMENTS ............................................................................................................................ 4<br />

1.4 INTENDED AUDIENCE................................................................................................................................. 4<br />

1.5 TERMINOLOGY........................................................................................................................................... 5<br />

2 SYSTEM REQUIREMENTS ............................................................................................................................ 6<br />

2.1 CLINICAL DESKTOP SYSTEM COMPATIBILITY............................................................................................ 6<br />

3 INSTALLATION ................................................................................................................................................ 7<br />

4 HPRY QUICKLOOK LOGIN........................................................................................................................... 8<br />

5 SEARCHING FOR PROVIDERS..................................................................................................................... 9<br />

5.1 SPECIALITY .............................................................................................................................................. 10<br />

5.2 PROVIDER NAME...................................................................................................................................... 11<br />

5.3 PRACTICE NAME ...................................................................................................................................... 11<br />

5.4 POSTCODE / SUBURB................................................................................................................................ 11<br />

6 PROVIDER SEARCH RESULTS................................................................................................................... 12<br />

6.1 HOW RESULTS ARE ORDERED.................................................................................................................. 12<br />

6.2 SEARCH RESULT DETAILS........................................................................................................................ 13<br />

7 PROVIDER LOCATION MAPS .................................................................................................................... 14<br />

7.1 VIEW SINGLE PRACTICE LOCATION ......................................................................................................... 14<br />

7.2 VIEW AND PRINT MULTIPLE PRACTICE LOCATIONS................................................................................. 15<br />

PEN COMPUTER SYSTEMS Page 3 of 16


1 Introduction<br />

1.1 Introduction<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

<strong>Pen</strong> <strong>Computer</strong> <strong>Systems</strong> (PCS) have developed the PrimaryCare Sidebar as an adjunct to the GP<br />

Clinical Desktop System to deliver useful tools and decision support information for general<br />

practice at the point of care.<br />

The PrimaryCare Sidebar sits on the right of the screen (by default) and contains a series of<br />

panels, each with links to a range of primary care software tools. The panels allow the tools to be<br />

grouped into logical areas of health care. The Health Provider Registry (<strong>HPRy</strong>) <strong>Quicklook</strong> is<br />

provided as one of these panels.<br />

This document assumes that the PrimaryCare Sidebar has been installed and the user has been<br />

registered.<br />

1.2 Health Provider Registry (<strong>HPRy</strong>) <strong>Quicklook</strong><br />

The <strong>HPRy</strong> <strong>Quicklook</strong> is a tool that is used to search the GPSA <strong>HPRy</strong>. It returns a list of practices<br />

matching the search criteria entered. Practice contact details are available to allow<br />

communication to be initiated.<br />

Please note:<br />

• This tool is available to Health Provider Registry Subscribers only. GPSA are to be<br />

contacted directly for account enquiries<br />

• Provider information is maintained by GPSA<br />

• Practice email addresses are not to be used to transmit patient information<br />

The <strong>HPRy</strong> <strong>Quicklook</strong> is only accessible from the PrimaryCare Sidebar.<br />

1.3 Relevant Documents<br />

‘<strong>Pen</strong> Setup Installation and PrimaryCare Sidebar <strong>User</strong> Guide’<br />

This guide provides instructions on how to install the PrimaryCare Sidebar and the selected<br />

primary care software tools that are accessible from it. These tools integrate with the GP clinical<br />

desktop system at the point of patient care. One or all of the tools can be selected for installation.<br />

The <strong>HPRy</strong> <strong>Quicklook</strong> is one of these PrimaryCare Sidebar tools.<br />

This guide is referred to in the System Requirements & Installation sections of this guide.<br />

This guide is available from http://help.pencs.com.au/primarycaresidebar.htm.<br />

1.4 Intended Audience<br />

The audience for this document is all users of the Health Provider Registry (<strong>HPRy</strong>) <strong>Quicklook</strong><br />

application.<br />

PEN COMPUTER SYSTEMS Page 4 of 16


1.5 Terminology<br />

Term Definition<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

GPSA General Practice South Australia<br />

HCSA HealthConnect South Australia<br />

<strong>HPRy</strong> GPSA Health Provider Registry<br />

PCS <strong>Pen</strong> <strong>Computer</strong> <strong>Systems</strong> Pty Ltd<br />

PrimaryCare Sidebar<br />

The PCS sidebar application that links to a range of<br />

primary care software tools<br />

PEN COMPUTER SYSTEMS Page 5 of 16


2 System Requirements<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

The minimum and recommended system requirements to run the <strong>HPRy</strong> <strong>Quicklook</strong> software are<br />

provided in the ‘<strong>Pen</strong> Setup Installation and PrimaryCare Sidebar <strong>User</strong> Guide’.<br />

2.1 Clinical Desktop System Compatibility<br />

The <strong>HPRy</strong> <strong>Quicklook</strong> is independent of the GP Clinical Desktop System.<br />

PEN COMPUTER SYSTEMS Page 6 of 16


3 Installation<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

Please refer to ‘<strong>Pen</strong> Setup Installation and PrimaryCare Sidebar <strong>User</strong> Guide’ and follow the<br />

installation instructions.<br />

The <strong>HPRy</strong> <strong>Quicklook</strong> panel will be displayed once logged into the PrimaryCare Sidebar.<br />

PEN COMPUTER SYSTEMS Page 7 of 16


4 <strong>HPRy</strong> <strong>Quicklook</strong> Login<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

Your Health Provider Registry username and password are required to access <strong>HPRy</strong> <strong>Quicklook</strong>.<br />

The panel will retain your username and password so that these details don’t have to be retyped<br />

on subsequent visits. Simply select ‘Login’.<br />

If you do not have a login, click the icon for details.<br />

The icon will display a dialogue box which provides information on how to obtain a login<br />

account.<br />

PEN COMPUTER SYSTEMS Page 8 of 16


5 Searching for Providers<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

The Search display is available from the PrimaryCare Sidebar once logged into <strong>HPRy</strong> <strong>Quicklook</strong>.<br />

It allows searching for providers in a number of ways:<br />

Field Description Examples<br />

Speciality<br />

Provider Name<br />

Providers who have a particular<br />

specialisation<br />

Provider surname or both surname<br />

and first name in the format ‘first<br />

surname ’ or ‘surname, first’<br />

Practice Name Name allowing a partial search<br />

Postcode /<br />

Suburb<br />

Practice postcode and/or suburb<br />

GP<br />

Physiotherapist<br />

Feelgood<br />

Doctor Feelgood<br />

Feelgood, Doctor<br />

bay or side or bayside<br />

will return Bayside Clinic<br />

5000<br />

Adelaide<br />

5000 Adelaide<br />

In addition to a speciality, a Provider Name, Practice Name or Postcode/Suburb must be entered<br />

to conduct a search.<br />

The ‘Search’ button is initially inactive. It becomes active once valid search criteria have been<br />

entered.<br />

PEN COMPUTER SYSTEMS Page 9 of 16


5.1 Speciality<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

Speciality allows searches to be restricted to only those with that speciality.<br />

Click on the list to select a speciality. Only one speciality can be selected at a time.<br />

If only a speciality is selected the ‘Search’ button remains inactive. It is a requirement that<br />

one of the other fields is also entered to enable the search results to be sorted effectively.<br />

PEN COMPUTER SYSTEMS Page 10 of 16


5.2 Provider Name<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

Provider Name allows searches for a particular known provider. The format for this field is either:<br />

SURNAME<br />

or<br />

FIRSTNAME SURNAME<br />

or<br />

SURNAME, FIRSTNAME<br />

Surname - the spelling for surname does not have to be exact. Some partial matching and<br />

misspelling is accommodated.<br />

First name - the spelling is required to match exactly. If you are unsure of a first name it is better<br />

to just use the first initial or leave it out entirely.<br />

Alias names will also be included in any search.<br />

5.3 Practice Name<br />

Practice name allows searches for a specific practice. It matches all practices whose name<br />

contains the string in this field. For example, 'EYE' will return ‘FITZROY EYECARE’.<br />

5.4 Postcode / Suburb<br />

Postcode/Suburb allows searches centred on a particular region. The simplest format for this is to<br />

just specify<br />

POSTCODE<br />

However, you can also specify<br />

SUBURB POSTCODE<br />

Or<br />

SUBURB<br />

Postcode – must match exactly.<br />

Suburb – the spelling for suburb does not have to be exact. Some partial matching and<br />

misspelling is accommodated.<br />

PEN COMPUTER SYSTEMS Page 11 of 16


6 Provider Search Results<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

A successful search will return a set of practices, along with contact details of the clinicians that<br />

work from that practice. You can use these contact details to initiate a communication with a<br />

particular provider.<br />

DO NOT USE THE PRACTICE EMAIL ADDRESS TO TRANSMIT PATIENT INFORMATION<br />

6.1 How Results are Ordered<br />

Results are returned in an order comprising of:<br />

• Practices matching practice name<br />

• Practices with a clinician having the best name match<br />

• Practices having the closest distance to the specified location. This means you will find<br />

practices adjoining suburbs.<br />

If provider name and postcode/suburb are entered as search criteria, the results are ordered by<br />

• Practices with a clinician name and location match<br />

• Practices with a clinician having the best name match, ordered by closest distance to the<br />

specified location<br />

• Practices having the closest distance to the specified location<br />

If practice name is entered then matching results will be at the top of the list.<br />

Speciality will simply restrict the search results to the practices that have a clinician with the<br />

selected speciality.<br />

A maximum of 50 search results will be returned.<br />

Example:<br />

Search on:<br />

Provider Name = SMIT<br />

Postcode/Suburb = 5000<br />

This will return:<br />

1. Any practices with a clinician of surname SMIT in the location 5000.<br />

2. Any practices with a clinician having a best name match to SMIT.<br />

a. Practices with a clinician of surname SMIT will be returned first. The practices will<br />

be in order of closest distance to the location 5000.<br />

b. Then any practices with a clinician of surname SMITH will be returned. The<br />

practices will be in order of closest distance to the location 5000.<br />

3. Any other practices by closest distance to location 5000.<br />

PEN COMPUTER SYSTEMS Page 12 of 16


6.2 Search Result Details<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

The list of search results provides the following information for each practice:<br />

• Practice Name<br />

• Practice Address, Phone, Fax and Email<br />

• Distance of the practice from the location criteria (if entered)<br />

• List of providers at that practice grouped by speciality<br />

• Providers with a name match will be at the top of the provider list (if name criteria<br />

entered)<br />

• A map button, if the practice has a map available<br />

The search results provide some practice location map functionality:<br />

• View a detailed map for a single practice location using the ‘Map’ button<br />

• View and Print a broader map for single/multiple practice locations<br />

These are explained in the following section.<br />

Flag Correction<br />

This button is used to send an email to the GPSA Provider Directory Administration staff if there is<br />

an error in the provider database entry displayed.<br />

PEN COMPUTER SYSTEMS Page 13 of 16


7 Provider Location Maps<br />

HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

The search results provide some practice location map functionality.<br />

7.1 View Single Practice Location<br />

You can view a detailed location map for any practice that has the map button next to the<br />

practice name in the search results list.<br />

The map is a useful tool where you find the closest practice matching your search criteria if<br />

outside the location you are looking for.<br />

Map button<br />

• Click the map button to view the location map for this practice. The map will display over<br />

the practice name and address details.<br />

• Click the map button again to hide the map.<br />

PEN COMPUTER SYSTEMS Page 14 of 16


HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

7.2 View and Print Multiple Practice Locations<br />

You can compare the locations of multiple practices that have the map button next to the practice<br />

name in the search results list.<br />

• Check the tick boxes next to one or more providers<br />

• The Print (Preview) and Print buttons will become active<br />

• Click the ‘Print Preview’ button to view the locations of all the providers selected from the<br />

search results list<br />

• The ‘Print Preview’ window will open<br />

PEN COMPUTER SYSTEMS Page 15 of 16


HEALTH PROVIDER REGISTRY QUICKLOOK – USER GUIDE<br />

The ‘Print Preview’ window will show<br />

you the location of each provider.<br />

Maximising the window will give you a<br />

more detailed picture of the location.<br />

From the search results list click the ‘Print’ button in order to print out an information sheet that<br />

is suitable for a patient.<br />

PEN COMPUTER SYSTEMS Page 16 of 16

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