Mobile Aspects IRISUPPLY40 RFID Cabinet User Manual User Guide

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Document ID	867984
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Document Description	User Guide
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Permanent Confidential	No
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Document Type	User Manual
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Filesize	137kB (1712504 bits)
Date Submitted	2007-11-13 00:00:00
Date Available	2007-11-13 00:00:00
Creation Date	2007-07-18 11:08:15
Producing Software	Acrobat Distiller 6.0.1 (Windows)
Document Lastmod	2007-07-18 11:08:15
Document Title	Microsoft Word - iRISupply 4.0 User Guide v1.0 Final.doc
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Document Author:	dwallace

4.0
User Guide
PREFACE
This user guide provide information for the use and
operation of the iRISupply™ Cabinet System. This
user guide is considered a permanent part of the
iRISupply™ Cabinet System, and should remain with
the iRISupply™ Cabinet System at all times.
The iRISupply Cabinet System must be professionally
installed by authorized personnel from Mobile Aspects.
Changes or modifications not expressly approved by
Mobile Aspects could void the user’s authority to
operate the iRISupply Cabinet System.
The information and specifications included in this
publication were in effect at the time of approval for
printing. Mobile Aspects reserves the right, however,
to discontinue or change specifications or design at
anytime without notice and without incurring any
obligation whatever. No part of this publication may
be reproduced without written permission.
This device complies with Part 15 of the FCC Rules.
Operation is subject to the following two conditions:
(1) this device may not cause harmful interference,
and (2) this device must accept any interference
received, including interference that may cause
undesired operation.
Revision History
Date
04/14/06
Version
1.0
Description
Original Version
Author
K. Le
Table of Contents
iRISupply User Log-In.................................. 6
1.1.
Magnetic Stripe Card .. Error! Bookmark not
defined.
1.1.1.
Process Flow Diagram Error! Bookmark
not defined.
1.1.2.
Process Flow Description ............. Error!
Bookmark not defined.
1.2.
HID ....................................................... 6
1.2.1.
Process Flow Diagram ........................ 7
1.2.2.
Process Flow Description .................... 8
1.3.
Proximity Card ...................................... 10
2.
Patient List Functionality ............................ 11
2.1.
Selecting a Patient ................................. 11
2.1.1.
Patient List Screen .......................... 12
2.1.2.
Workflow ....................................... 13
2.1.3.
Workflow Description ....................... 14
2.2.
Sorting the Patient List ........................... 18
2.2.1.
Patient List Sort Screen.................... 19
2.2.2.
Workflow ....................................... 20
2.2.3.
Workflow Description ....................... 21
2.3.
Searching the Patient List ....................... 27
2.3.1.
Patient List Search Screen ................ 28
2.3.2.
Workflow ....................................... 29
2.3.3.
Workflow Description ....................... 30
3.
Removing and Adding an Item .................... 34
3.1.
Accessing the Cabinet ............................ 34
3.1.1.
Cabinet Access Screen ..................... 35
3.1.2.
Workflow ....................................... 36
3.1.3.
Workflow Description ....................... 37
3.2.
Completing Your Transaction ................... 41
3.2.1.
Status Change Screen...................... 42
3.2.2.
Workflow ....................................... 43
3.2.3.
Workflow Description ....................... 43
4.
Product Directory ...................................... 44
4.1.
Selecting a Product ................................ 44
4.1.1.
Product Directory Screen.................. 45
4.1.2.
Workflow ....................................... 46
4.1.3.
Workflow Description ....................... 47
1.
5.
Appendix – Glossary of Terms
Term
Auxiliary Cabinet
Definition
An auxiliary cabinet does not contain
a control compartment. It typically
consists of 1 to 3 doors and 1 to 3
compartments. Its standard size is
74” H x 29” W x 35’’ D.
Cabinet
iRISupply is a modular storage unit
that is made up of a cabinet system.
There are two main types of
cabinets: Auxiliary and Control.
Cluster
A cluster is a grouping of one or
more cabinets. Each cluster must
have one control cabinet and 0 to 4
auxiliary cabinets.
Compartment
Each cabinet is segmented into
sections known as compartment.
Compartment are bounded by their
physical access point, or in other
words, by the door access.
Control Cabinet
A control cabinet contains a control
compartment in the top section of
the cabinet. Below the control
compartment are compartments for
storing inventory items.
Control
Compartment
The control compartment contains
the user interface for iRISupply.
Inside the control compartment are
the electronics required to operate
the iRISupply system.
#
Title
Description
13
Click on
‘Sort’
button.
See Section
5.2 for
additional
information.
On the Product Directory Screen click on the ‘Sort’
button. Proceed onto the Product Directory Sort
Workflow.
For additional information, please see section 5.2.
4.2.
Sorting the Product Directory ..................
4.2.1.
Product Directory Screen..................
4.2.2.
Workflow .......................................
4.2.3.
Workflow Description .......................
4.3.
Searching the Product Directory...............
4.3.1.
Product Directory Search Screen .......
4.3.2.
Workflow .......................................
4.3.3.
Workflow Description .......................
5.
Appendix – Glossary of Terms.....................
50
51
52
53
58
59
60
61
65
1.
iRISupply User Log-In
Title
Description
Select
Product.
When you have found your product, select it.
•
The screen will highlight the record you
have selected.
Return to
‘Selecting a
Product
Workflow.
See Section
5.1 for
additional
information.
Once you have selected a patient, return to
‘Selecting A Product’ Workflow. For additional
information, please see section 5.1.
10
Click on the
‘Close’
button.
If you do not wish to search for a product, click on
the ‘Close’ button.
11
Return to
Previous
Page.
By selecting the ‘Close’ button, you will be taken
back to the previous screen.
12
Resort or
Search for
Product?
You will have the option to sort or research the
product directory records.
•
To sort or research within the original search
results, simply proceed onto the search or
sort workflow.
•
To search or sort from scratch, click on the
‘refresh’ button to clear the data results.
The iRISupply™ Cabinet System offers several secure
login methods. These login methods allow the system
to uniquely identify the user requesting access to the
system, thus improving overall quality and
accountability of the supply chain management
process. iRISupply™ provides for three log-in
methods: Magnetic Stripe Card, HID, and a Proximity
Reader Card.
1.1.
HID
HID or, Huges Identification Devices provide a
proximity based secured access system. The HID
system utilizes radio frequencies at 125 kHz to
uniquely transmit encrypted ID codes over distances of
4-6 inches. Like the Magnetic Stripe ID Card log-in
method, the iRISupply™ system utilizes the
information provided by the HID card to uniquely
identify users while also providing secure access to
critical inventory and supplies.
#
Title
Description
Click on the
‘Enter’
button.
When you have entered your keyword value, click
on the ‘Enter’ button. This will tell the system to
search the Product Directory records for your
keyword.
1.1.1.
Process Flow Diagram
Mobile Aspects, Inc.
2.2.1 HID Log-In Method Workflow
April 6, 2004
Start
The HID Reader
will display a red
LED.
Withdraw your HID
ID card.
Patient List
function
activited?
No
The Cabinet
Access screen will
be displayed.
Place your HID ID
card in close
proximity of the
HID Reader. 3
An audible 'beep'
will sound when
your ID card is
recognized. 4
Remove an item
from iRISupplyTM.
End
Yes
Select a Patient
from the Patient
List screen.
Product
Directory
Screen
displayed
with search
results.
The results of the search will be displayed on the
Product Directory screen.
Scroll up
and down
to locate
product.
If the list is sorted correctly, scroll up and down
the product directory by using the scroll buttons
located on the right hand side of the screen.
Product
found?
Did you find the product you were looking for?
• If so, proceed to Step #8.
• If the record you were looking for was not
found, proceed to Step #12.
LEGEND
User Action
iRISupply System Action
1.1.2.
Process Flow Description
4.3.3.
Workflow Description
Title
Description
Title
Description
Withdraw your HID
ID card.

The HID Reader will
display a red LED.

Product
Directory
Search
Screen
displayed.
The Product Directory Search screen is displayed
as shown in Section 5.3.1. The keyboard is
defaulted to the standard setup found on
computers.
Place your HID ID
card in close
proximity to the HID
Reader.
An audible ‘beep’ will
sound when your HID
ID card is recognized.
When the HID reader recognizes your
card, the red LED will briefly turn green.
Patient List function
activated?
The Patient List function parameter
identifies whether a user must select a
patient before being granted access to
iRISupply™.
•
If the Patient List function is
activated for your system, you will
need to select a patient before
moving on. Proceed to Step #6.
•
If the Patient List function is
deactivated, then proceed directly to
Step #7.
Search for
a Product?
If you wish to search for a particular product, go
to Step #3. To return to the previous screen
without searching for a product, go to Step #10.
Enter
Search
Criteria.
Using the provided keyboard, enter a keyword
search criteria. The keyword entered will search
all 4 fields of the Product Directory records for
likely matches. These fields include Product
Description, Quantity, Catalog Number and
Location.
NOTE
Select a patient from
the Patient List
screen.
The Patient List function is
administered through iRISynergy™.
See Section 3 for additional detailed
information pertaining to the Patient List
screen.
4.3.2.
Workflow
Title
Description
The Cabinet Access
screen will be
displayed.
When you have successfully selected a
patient (if applicable), the Cabinet Access
screen will be displayed. You will now
have access to the cabinet compartments
highlighted in green.
Remove an item from
iRISupply.
See Section 4 for additional detailed
information pertaining to the Cabinet
Access screen.
Mobile Aspects, Inc.
5.3.2 Search the Product Directory Workflow
April 11, 2004
Start
Product Directory
Search screen
displayed.
Enter search
criteria.
Yes
Search for a
Product?
No
10
Click on the 'Enter'
button.
Search
Again
Return to previous
page.
11
Product Directory
screen displayed
with search results
Scroll up and down
to locate product.
Resort or
Search for
Product?
No
12
Product found?
Yes
Select and
highlight product.
Sort
Click on 'Sort' button.
See Section 5.2 for
additional
information.
13
Click on the 'Close'
button.
Return to 'Selecting
A Patient' Workflow.
See Section 5.1 for
additional
information. 9
End
1.2.
Proximity Card
4.3.1.
Product Directory Search Screen
Section 1:
Header
Information
Product Directory
Section 2:
Keyboard
Product Directory Search Screen
Section Description
Notes
Header Information
Keyboard
This portion of the screen
identifies the name of the screen
as well as the user currently
logged into the system.
This section provides a graphical
keyboard in which users can
utilize to type in the keyword
value they wish to search on.
4.3.
Searching the Product
Directory
In addition to providing users with the ability to sort
the Product Directory, users will also have the ability to
search the Product Directory. The Product Directory
Search function is based on a keyword. The user
defined keyword will then be looked up in the four
Product Directory fields: (1) product description; (2)
catalog number; (3) quantity; and (4) location.
NOTE
The keyword search will also search on partial
entries. For example, if the word ‘Sm’ was
entered, the results would include Smith,
Smithfield, Smart, etc.
To access the Product Directory Search screen, the
user must click on the ‘Search’ button located on the
Product Directory screen.
2.
Patient List Functionality
2.1.
Selecting a Patient
The Patient List screen allows users to associate items
they remove from iRISupply™ to a patient. This
information allows iRISupply™ to provide for direct
patient billing, as well as increases the overall visibility
to basic audit and accountability parameters critical to
supply chain management in the health care setting.
The Select Patient function is a user defined parameter
that can be set to ‘True’ or ‘False’ (see the
iRISynergy™ User Guide for setting parameters). If
the Select Patient functionality is set to ‘True’, the user
will be required to select a patient prior to
adding/removing product(s) from iRISupply™. If the
Select Patient functionality is set to ‘False’, the user
will have direct access to iRISupply™.
2.1.1.
Patient List Screen
Title
Description
12
Return to
Previous
Page.
By selecting the ‘Cancel’ button, you will be taken
back to the previous screen.
13
Resort or
Search for
Product.
14
Click on
'Search'
button.
See Section
5.3 for
additional
information.
If you have not found the product you were
searching for, you may either resort the data, or
search for a particular product.
• If you wish to resort the Product Directory,
proceed to Step #3.
• If you wish to search for a particular product,
go to Step #14.
Click on the ‘Cancel’ button. This will take you
back to the previous Product Directory screen. On
the Product Directory screen click on the ‘Search’
button. Proceed to ‘Searching the Product
Directory’ Workflow (Section 5.3).
Section 1:
Header
Information
Patient List
User Name
Selected Patient Name
Section 2:
Patient List
Functional
Buttons
Patient List (# records)
Last Name, First Name
ID: ##############
Surgical Procedure Code
Procedure Location Code
Last Name, First Name
Procedure Date
Physician Name
ID: ##############
Surgical Procedure Code
Procedure Location Code
Last Name, First Name
Procedure Date
Physician Name
ID: ##############
Surgical Procedure Code
Procedure Location Code
Last Name, First Name
Procedure Date
Physician Name
ID: ##############
Surgical Procedure Code
Procedure Location Code
Last Name, First Name
Section 4:
Patient List
Scrolling
Buttons
Procedure Date
Physician Name
ID: ##############
Surgical Procedure Code
Procedure Location Code
Procedure Date
Physician Name
Section 3:
Patient List
Information
Patient List Screen
Section Description
Header Information
Patient List
Functional Buttons
Patient List
Information
Patient List Scrolling
Buttons
Notes
Identifies: (1) Name of the
screen; (2) user currently logged
in; and (3) patient selected.
Allows users to search and sort
the information provided on the
Patient List screen.
Displays unique patient records.
Patient information includes: (1)
Patient Name; (2) ID Number; (3)
Surgical Procedure Code; (4)
Procedure Location Code; (5)
Procedure Date; and (6) Physician
Name.
Allows users to scroll through the
records found on the Patient List
screen.
#
Title
Description
Select
Product
When you have found your product, select it.
•
The screen will highlight the record you
have selected.
2.1.2.
Workflow
Mobile Aspects, Inc.
3.1.2 Selecting a Patient Workflow
April 6, 2004
Start
Log into
iRISupplyTM.
Patient List
screen displayed
(Last Name Sort)
Yes
Patient List
sorted
correctly?
No
Scroll up and down
Patient List.
Select Patient.
10
11
Return to
'Selecting A
Product'
Workflow.
See Section
5.1 for
additional
information.
Once you have selected a product, return to
‘Selecting A Product Workflow. For additional
information, see Section 5.1.
Click on the
‘Cancel’
button.
If you do not wish to resort the data on the
Product Directory screen, touch the ‘Cancel’
button.
Sort
Search or
Resort Patient
List?
Search
Click on the 'Sort'
button. See Section
3.2 for additional
information.
Patient selected.
Click on the 'OK'
Button.
Cabinet Access
screen displayed.
End
Click on 'Search'
button. See Section
3.3 for additional
information.
2.1.3.
Workflow Description
Title
Log into
iRISupply™.
Patient List
screen
displayed
(Last Name
Sort)
Patient List
sorted
correctly?
Title
Description
Click on the
‘Sort’
button.
When you have selected both a sort parameter
and a sort option, click on the ‘Sort’ button.
Product
Directory
screen
displayed
with
resorted
data.
The Product Directory screen will be displayed
with the Product Directory records resorted based
on the user defined sort criteria.
Scroll up
and down
to locate
product.
If the list is sorted correctly, scroll up and down
the Product Directory by using the scroll buttons
located on the right hand side of the screen.
Product
Found?
Did you find the product you were looking for? If
so, proceed to Step #9. If the record you were
looking for was not found, proceed to Step #13.
Description
See Section 2 for more detailed information.
The Patient List screen will automatically be
sorted by the patient last name.
•
If the list is sorted incorrectly, or if you
wish to search for a particular patient
name, go to Step 5.
•
If the information is sorted correctly,
proceed to Step 4.
#
Title
Description
Title
Description
Select Sort
Parameter
from middle
portion of
the screen.
To resort the data on the Product Directory
screen, first identify the sort parameter you wish
to sort on. A user may sort on Description,
Quantity, Catalog Number, or Location. Touch the
button corresponding to the field you wish to
resort the data by.
Scroll up
and down
the Patient
List screen.
Select
Patient.
If the list is sorted correctly, scroll up and
down the Patient List screen by using the scroll
buttons located on the right hand side of the
screen. When you have found your patient
record, select it.
•
The Patient List screen will highlight
the record you have selected.
•
Note that the selected patient also
appears in the header portion of the
screen.
Select
Ascending /
Descending
option from
right
portion of
the screen.
Once the Sort Parameter has been identified,
select the order in which you would like to sort the
data by: Ascending or Descending.
Search or
Resort
Patient List?
If the Patient List screen is not formatted to
your liking, you can either resort the
information, or search for a patient using
specific parameters.
•
To sort, go to Step 6.
•
To search, go to Step 7.
#
Title
Click on the
'Sort'
button.
See Section
3.2 for
additional
information.
To resort the data on the Patient List screen,
click on the ‘Sort’ button. Please see Section
3.2 for additional details. When you have
selected a patient, proceed to Step 8.
Click on the
‘Search’
button.
See Section
3.3 for
additional
information.
To search the Patient List, click on the ‘Search’
button. Proceed to Section 3.3 for additional
details. When you have selected a patient,
proceed to Step 8.
Description
4.2.3.
Workflow Description
Title
Description
Product
Directory
Sort screen
Displayed.
The Product Directory Sort screen is displayed as
shown in Section 5.2.1. The previous sort
parameters are automatically highlighted. If this
is your first time to the Product Directory Sort
screen, the default sort listing is by Product
Description.
Resort
Product
Directory?
If you wish to resort the data in the Product
Directory, go to Step #3. To return to the
previous screen without changing the sort
parameters, go to Step #11.
4.2.2.
Workflow
Mobile Aspects, Inc.
Title
Patient
selected.
Click the
‘OK’ button.
Once you have selected a patient, the ‘Cancel’
button will change to an ‘OK’ button. Click on
the ‘OK’ button.
Cabinet
Access
screen
displayed.
The iRISupply™ will now grant you access to
the cabinets. The Cabinet Access screen will
be displayed.
5.2.2 Sort through the Product Directory Workflow
April 11, 2004
Description
Start
Product Directory
Sort screen
displayed.
Select Sort
Parameter from
middle portion of
page.
Yes
Resort Product
Directory?
No
Click on the
'Cancel' button.
11
Select Ascending/
Descending option
from right portion
of page.
Return to previous
page.
12
Resort
Click on the 'Sort'
button.
Product Directory
screen displayed
with resorted data.
Scroll up and down
to locate product.
Resort or
Search Product
Directory?
13
No
Product found?
Yes
Select and highlihg
product.
Search
Click on 'Search'
button. See Section
5.3 for additional
information.
14
Return to 'Selecting
A Product' Workflow.
See Section 5.1 for
additional
information. 10
End
Please see the Section 4 for additional
information regarding the Removing/Adding an
item to/from iRISupply™.
2.2.
Sorting the Patient List
Users will be provided with the ability to sort the
information provided on the Patient List screen by one
of six pieces of patient information. These six patient
information parameters include: (1) patient first name;
(2) patient last name; (3) patient identification
number; (4) procedure code; (5) procedure date; and
(6) location . These
parameters can either be sorted in ascending or
descending order.
To access the Patient List Sort screen, the user must
click on the ‘Sort’ button located on the Patient List
screen. The user will then be allowed to select sorting
options. When the user has completed selecting their
sort options, they will select the ‘Sort’ button on the
Patient List Sort screen. The user will then be returned
to the Patient List screen, where the resorting data will
be displayed.
4.2.1.
Product Directory Screen
Section 1:
Header
Information
Product Directory
Please select field to sort by and sort option
Section 4:
Sort Order
Section 2:
Command
Functions
Section 3:
Sort Parameters
Product Directory Sort Screen
Section Description
Notes
Header Information
Command
Functions
Sort Parameters
Sort Order
This portion of the screen identifies
the name of the screen.
This section allows users to execute
the sort based on the parameters
highlighted in Section 3 and 4, or
cancel their current action.
This section lists the four parameters
to which the Product Directory data
can be sorted upon.
This section allows users to specify
the sort order: ascending or
descending.
4.2.
Sorting the Product Directory
Users will be provided with the ability to sort the
information provided on the Product Directory screen
by one of the four pieces of product information,
including: (1) product description; (2) catalog number;
(3) quantity, and (4) location. These parameters can
either be sorted in ascending or descending order.
2.2.1.
Patient List Sort Screen
Section 1:
Header
Information
Patient List
User Name
Please select field to sort by and sort option
Section 4:
Sort Order
Section 2:
Command
Functions
To access the Product Directory Sort screen, the user
must click on the ‘Sort’ button located on the Product
Directory screen.
Section 3:
Sort Parameters
Patient List Sort Screen
Section Description
Notes
Header
Information
Command
Functions
Sort Parameters
Sort Order
This portion of the screen
identifies the name of the screen
as well as the user currently
logged into the system.
This section allows users to
execute the sort based on the
parameters highlighted in
Section 3 and 4.
This section lists the six
parameters to which the Patient
List data can be sorted upon.
This section allows users to
specify the sort order: ascending
or descending.
2.2.2.
Workflow
Mobile Aspects, Inc.
Title
Click on
'Search'
button.
See Section
5.3 for
additional
information.
To search for a particular record on the Product
Directory screen, click on the ‘Search’ button.
Proceed to Section 5.3 for additional details.
Highlight
selected
product.
Once you have selected a product, that record will
automatically be highlighted.
3.2.2 Sort and Select a Patient Workflow
April 6, 2004
Start
Description
Patient List Sort
screen displayed.
Select Sort
Parameter from
middle portion of
page.
Yes
Resort Patient
List?
No
Click on the
'Cancel' button.
11
Select Ascending/
Descending option
from right portion
of page.
Return to previous
page.
12
Resort
Click on the 'Sort'
button.
Patient List screen
displayed with
resorted data.
Scroll up and down
to locate patient.
Resort or
Search for
Patient?
13
No
Patient record
found?
Yes
Select Patient.
Search
Goto Search
Workflow. See
Section 3.3 for
additional
information. 14
Return to 'Selecting
A Patient' Workflow.
See Section 3.1 for
additional
information. 10
End
The user will now have information pertaining to
the products quantity and location available. To
return to the previous screen, click on the ‘Cancel’
button.
#
Title
Description
Scroll up
and down
the Product
Directory
screen.
Select a
Product.
If the list is sorted correctly, scroll up and down
the Product Directory screen by using the scroll
buttons located on the right hand side of the
screen. When you have found the product you are
looking for, select it.
•
The screen will highlight the record you
have selected.
Search or
Resort
Product
Directory?
If the screen is not formatted to your liking, you
can either resort the records on the Product
Directory, or search for a product using specific
parameters. To sort, go to Step 6. To search, go
to Step 7.
Click on
'Sort'
button.
See Section
5.2 for
additional
information.
To resort the data on the Product Directory screen,
click on the ‘Sort’ button. Proceed to Section 5.2
for additional details.
2.2.3.
Workflow Description
Title
Description
Patient List
Sort Screen
Displayed.
The Patient List Sort screen is displayed as shown
in Section 3.2.1. The previous sort parameters
are automatically highlighted. If this is your first
time to the Patient List Sort screen, the default
sort listing is by Last Name.
Resort
Patient List?
If you wish to resort the data in the Patient List,
go to Step #3. To return to the previous screen
without changing the sort parameters, go to Step
#11.
#
Title
Description
Select Sort
Parameter
from middle
portion of
the page.
To resort the data on the Patient List screen, first
identify the sort parameter you wish to sort on. A
user may sort on First Name, Last Name, Patient
ID, Procedure Code, Procedure Date and or
Location. Touch the button corresponding to the
field you wish to resort the data by.
4.1.3.
Workflow Description
Title
Click on the
Product
Directory
icon or
button.
Description
The Product Directory screen can be accessed
either through the:
•
Product Directory icon which is normally found
in the lower right hand corner of the screen;
OR
•
Select
ascending /
descending
option from
right
portion of
the page.
Once the sort parameter has been identified,
select the order in which you would like to sort the
data by: ascending or descending.
Product
Directory
screen
displayed
(Description
Sort)
Product
Directory
sorted
correctly?
Product Directory Button which is found on the
Patient List Screen.
The Product Directory screen will automatically be
sorted by the product description.
•
If the list is sorted incorrectly, or if you wish to
search for a particular product, go to Step 5.
•
If the information is sorted correctly, continue
on to Step 4.
4.1.2.
Workflow
Title
Description
Click on the
‘Sort’
button.
When you have selected both a sort parameter
and a sort option, click on the ‘Sort’ button.
Patient List
screen
displayed
with
resorted
data.
The Patient List screen will be displayed with the
patient records resorted based on the user defined
sort criteria.
Scroll up
and down
to locate
patient.
If the list is sorted correctly, scroll up and down
the Patient List by using the scroll buttons located
on the right hand side of the screen.
Patient
Record
Found?
Did you find the patient record you were looking
for? If so, proceed to Step #9. If the record you
were looking for was not found, proceed to Step
#13.
Mobile Aspects, Inc.
5.1.2 Selecting a Product in the Product Directory
April 11, 2004
Start
Click on the
Product Directory
icon.
Product Directory
Screen displayed
(Description Sort)
Yes
Product Directory
sorted correctly?
No
Scroll up and down
Product Directory.
Select Product
Sort
Search or Resort
Product
Directory?
Search
Click on 'Sort' button.
See Section 5.2 for
additional
information.
Click on 'Search'
button. See Section
5.3 for additional
information.
Highlight selected
product.
End
#
Title
Description
Select
Patient
When you have found your patient record, select
it.
•
The screen will highlight the record you
have selected.
•
Note that the selected patient name now
appears in the header portion of the
screen.
4.1.1.
Product Directory Screen
Section 1:
Header
Information
Product Directory
Section 2:
Product Directory
Functional
Buttons
Product Name
Catlogue Number: ########
Product Name
Catlogue Number: ########
Product Name
Catlogue Number: ########
Product Name
Catlogue Number: ########
Product Name
Catlogue Number: ########
Product Name
Catlogue Number: ########
Product Name
Catlogue Number: ########
Product Name
Catlogue Number: ########
Patient Directory (# records)
Qty: ##
Loc: Cluster - Compartment
Qty: ##
Loc: Cluster - Compartment
Qty: ##
Loc: Cluster - Compartment
Qty: ##
Loc: Cluster - Compartment
Qty: ##
Loc: Cluster - Compartment
Qty: ##
Loc: Cluster - Compartment
Qty: ##
Loc: Cluster - Compartment
Qty: ##
Loc: Cluster - Compartment
Section 4:
Scrolling
Buttons
Section 3:
Product
Directory
Information
10
Return to
'Selecting A
Patient'
Workflow.
See Section
3.1 for
additional
information.
Once you have selected a patient, return to
‘Selecting A Patient’ Workflow. Please see section
3.1 for more detailed information.
Product Directory Screen
Section Description
Notes
Header Information
Product Directory
Functional Buttons
Product Directory
Information
Scrolling Buttons
Identifies name of the screen.
Allows users to search and sort the
information provided on the
Product Directory screen.
Displays Product Directory
information. Details includes: (1)
Product Name; (2) Catalog
Number; (3) Quantity; and (4)
Location.
Allows users to scroll up and down
the Product Directory information
provided in Section 3.
4.
Product Directory
4.1.
Selecting a Product
Title
Description
11
Click on the
‘Cancel’
button.
If you do not wish to resort the data on the
Patient List screen, touch the ‘Cancel’ button.
12
Return to
Previous
Page.
By selecting the ‘Cancel’ button, you will be taken
back to the previous screen.
13
Resort or
Search for
Patient.
If you have not found the patient you were
searching for, you may either resort the data, or
search for a particular patient.
•
If you wish to resort the patient data, proceed
to Step #3.
•
If you wish to search for the patient, go to
Step #14.
The Product Directory screen allows users to search for
products located within iRISupply™. The Product
Directory provides an exhaustive list of all products
contained within iRISupply™. The Product Directory
will indicate the location of the particular product as
well as its current quantity on hand (even if it is
located in a separate physical cluster).
The Product Directory screen can be accessed from one
of two methods. First, the Product Directory screen
can be accessed by clicking on the ‘Product Directory’
button on the Patient List screen. Secondly, the
Product Directory screen can be accessed via the
‘Product Directory’ icon located on the bottom portion
of the Cabinet Access and Status Change screen
#
Title
Description
3.2.2.
14
Go to
Search
Workflow.
See Section
3.3 for
additional
information.
Click on the ‘Cancel’ button. This will take you
back to the previous Patient List Screen. On the
Patient List Screen click on the ‘Search’ button.
Proceed onto the Patient List Search Workflow.
See Section 3.3 for more detailed information.
N/A
3.2.3.
N/A
Workflow
Workflow Description
3.2.1.
2.3.
Status Change Screen
Section 1:
Header
Information
User Name
Patient Name
# Item Status Change
Section 2:
Total Status
Change
Section 3:
Itemized Status
of
Changes
Manufacturer
Event
Comp
Description
Cat No
Status
X#
Description #1
########
XXXXXXXXXXX
Status
X#
Description #2
########
XXXXXXXXXXX
Status
X#
Description #3
########
XXXXXXXXXXX
Searching the Patient List
In addition to providing users with the ability to sort
the information provided on the Patient List screen,
users will also retain the ability to search for individual
records. The Patient List Search function is based on a
keyword. The user defined keyword will then be
looked up in the six Patient List fields: (1) patient first
and last name; (2) patient identification number; (3)
procedure code; (4) procedure date; (5) location; and
(6) physician name.
NOTE
The keyword search will also search on partial
entries. For example, if the word ‘Sm’ was
entered, the results would include Smith,
Smithfield, Smart, etc.
Ready...
Section 4:
Patient List and
Product Directory
Buttons
Status Change Screen
Section Description
Header Information
Total Status Change
Itemized Status
Changes
Patient List and
Product Directory
Buttons
Notes
This portion of the screen
identifies user currently logged
into the system as well as the
associated patient.
This section identifies the total
items added and removed during
the current user session.
This section identifies the
individual items added and
removed during the current user
session.
This section allows users to either
(1) select a different patient via
the Patient List function, or (2)
search for a product via the
Product Directory function.
To access the Patient List Search screen, the user must
click on the ‘Search’ button located on the Patient List
screen.
2.3.1.
Patient List Search Screen
Section 1:
Header
Information
Patient List
User Name
Section 2:
Keyboard
Patient List Search Screen
Section Description
Notes
Header Information
Keyboard
This portion of the screen
identifies the name of the screen
as well as the user currently
logged into the system.
This section provides a graphical
keyboard the users can utilize to
type in the keyword they wish to
search on.
3.2.
Completing Your Transaction
The Status Change screen is the last screen presented
to the user during a normal add/remove item
transaction event. The Status Change screen provides
a ‘report’ of the items added/removed by the current
user logged in.
#
Title
Description
Add/Remove
another item?
After you have closed all of the applicable
compartment door(s) you will have the ability
to continue to add/remove item(s) from the
iRISupply™ system.
•
If you wish to add/remove another item,
proceed to Step #1.
•
If you have completed all of your
transactions, proceed to Step #9.
When you have completed your transactions,
you must logout of iRISupply™.
•
iRISupply™ allows you to physically logout
of the system by pressing the logout
button. The user may either logout by
using the logout button located on the
touch screen, or by using the logout
button located on the front of the control
cabinet.
•
If you do not physically logout of the
system, the system will automatically log
out the last user after a given timeframe.
If you wish to access the compartments that
you do not have access to, contact your
iRISupply™ System Administrator. The
iRISupply™ System Administrator will then log
into iRISynergy™ in order to update your
security profile and settings.
10
Logout of
iRISupply™.
Contact
iRISupply™
System
administrator.
2.3.2.
Workflow
Mobile Aspects, Inc.
3.3.2 Search for a Patient Workflow
April 6, 2004
Start
Patient List Search
screen displayed.
Enter search
criteria.
Yes
Search for a
Patient
Record?
No
10
Click on the 'Enter'
button.
Search
Again
Return to previous
page.
11
Patient List screen
displayed with
search results
Scroll up and down
to locate patient.
Resort or
Search for
Patient?
No
12
Patient record
found?
Yes
Select Patient.
Sort
Goto Sort Workflow.
See Section 3.2 for
additional
information.
13
Click on the 'Close'
button.
Return to 'Selecting
A Patient' Workflow.
See Section 3.1 for
additional
information. 9
End
2.3.3.
Workflow Description
Title
Description
Patient List
Search
screen
displayed.
The Patient List Search screen is displayed as
shown in Section 3.3.1. The keyboard is defaulted
to the standard setup found on computers.
Title
Description
iRISupply™
perform
iRISense™
checking.
Upon closing of the compartment door(s), the
iRISupply™ system will perform an inventory
check utilizing iRISense™.
The iRISense™ inventory check will be
indicated by a compartment highlighted in dark
red with a magnifying glass icon.
Search for
a Patient
Record?
If you wish to search for a particular patient, go to
Step #3. To return to the previous screen without
searching for a patient, go to Step #10.
Enter
Search
Criteria.
Using the provided keyboard, enter a keyword
search criterion. The keyword entered will search
all six fields of the patient records for likely
matches. These fields include Patient Name (Last
Name and First Name), Patient ID, Procedure
Code, Location Code, Procedure Date and
Physician Name.
Status Change
screen
displayed.
Upon completion of the iRISense™ inventory
check, the Status Change screen will be
displayed.
The Status Change screen will identify all of
the item(s) added or removed from the system
by the current user.
#
Title
Description
Title
Description
Open
compartment
door(s).
Open the applicable compartment door(s).
Click on the
‘Enter’
button.
When you have entered your keyword value, click
on the ‘Enter’ button. This will tell the system to
search the patient records for your keyword.
Patient List
screen
displayed
with search
results.
The results of the patient record search will be
displayed on the Patient List screen.
The status window located at the bottom of the
Cabinet Access screen will indicate which
compartment door(s) you have opened.
Add/Remove
Item(s) from
compartment.
Add/Remove item(s) from the compartment(s)
you have accessed.
NOTE
If you are adding a new item (i.e. one
that has not been in an iRISupply™
Cabinet), please refer to the
iRISynergy user manual to learn how
to associate items. Item association
must be done prior to adding new
items to iRISupply™.
Close
compartment
door(s).
When you have completed adding/removing
the item(s) from the compartment(s) you have
accessed, close those individual compartment
door(s).
In the results shown above:
•
Record #1: The physician name contains the
keyword ‘Le’ in the physician name.
•
Record #2: The patient’s last name contains
the keyword ‘Le’.
•
Record #3: The patient’s first name contains
the keyword ‘Le’.
•
Record #4: The patient’s last name contains
the keyword ‘Le’.
#
Title
Description
Scroll up
and down
to locate
patient.
If the list is sorted correctly, scroll up and down
the Patient List by using the scroll buttons located
on the right hand side of the screen.
Patient
Record
found?
Did you find the patient record you were looking
for? If so, proceed to Step #8. If the record you
were looking for was not found, proceed to Step
#12.
Select
Patient?
When you have found your patient record, select
it.
•
The screen will highlight the record you
have selected.
•
Note that the selected patient name now
also appears in the header portion of the
screen.
3.1.3.
Workflow Description
Title
Description
Cabinet Access
Screen
displayed.
Upon logging into iRISupply™ (and if
applicable, selected a patient), the Cabinet
Access screen will be displayed.
•
Return to
'Selecting A
Patient'
Workflow.
See Section
3.1 for
additional
information.
Once you have selected a patient, return to
‘Selecting A Patient’ Workflow. For additional
information, please see Section 3.1.
Have access to
compartments?
Compartments highlighted in green with
the ‘unlocked’ symbol indicate areas you
have access to.
•
Compartments highlighted in red with the
‘locked’ symbol indicate areas you do not
have access to.
First, check to see if you have access to the
compartments you are seeking entry into.
•
If you have access to the required
compartment, proceed to Step #3.
•
If you do not have access to the required
compartment, proceed to Step #10.
3.1.2.
Workflow
Mobile Aspects, Inc.
Title
Description
10
Click on the
‘Close’
button.
If you do not wish to search for a patient record,
click on the ‘Close’ button.
11
Return to
Previous
Page.
By selecting the ‘Close’ button, you will be taken
back to the previous screen.
12
Resort or
Search for
Patient?
You will have the option to sort or research the
patient list records.
•
To sort or research within the original search
results, simply proceed onto the search or
sort workflow.
•
To search or sort from scratch, click on the
‘refresh’ button to clear the data results.
13
Go to Sort
Workflow.
See Section
3.2 for
additional
information.
On the Patient List Screen click on the ‘Sort’
button. Proceed onto the Patient List Search
Workflow. For additional information, please see
section 3.2.
4.1.2 Accessing iRISupply Compartment Workflow
April 19, 2004
Start
Cabinet Access
screen displayed.
Open compartment
door(s)
Yes
Have access to
compartment?
No
Contact
iRISupplyTM
System
Administrator 10
Add/Remove
item(s) from
compartment(s)
Close
compartment
door(s).
Yes
iRISupplyTM
performs
iRISenseTM
checking 6
Status Change
Screen Displayed
Add Remove
Another Item?
No
Logout of the
iRISupplyTM.
End
3.
Removing and Adding an Item
3.1.
Accessing the Cabinet
Once the user has successfully logged into the system,
and if required, selected a patient, the user will then be
allowed access to iRISupply™. The user will be
presented with the Cabinet Access screen. The Cabinet
Access screen identifies the iRISupply™ compartments
to which the user has security access privileges. The
user can then access the ‘open’ compartments to
add/remove the required inventory and supplies.
3.1.1.
Cabinet Access Screen
Patient Name
Section 1:
Header
Information
User Name
Cabinet Access
Section 2: Cabinet
Access Status
Information
Section 4:
Patient List and
Product Directory
Buttons
Section 3:
Compartment
Status
Compartment Status
Cabinet Access Screen
Section Description
Header
Information
Cabinet Access
Status Information
Compartment
Status
Patient List and
Product Directory
Buttons
Notes
This portion of the screen identifies
user currently logged into the
system as well as the associated
patient.
This section identifies the status of
each compartment. It will identify
if the user has security access to
the compartment, as well as
whether it is locked or unlocked.
This section of the screen identifies
the individual compartment status.
It will indicate when the
compartments are open and
closed.
This section allows users to either
(1) select a different patient via the
Patient List function, or (2) search
for a product via the Product
Directory function.

---

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