spencer Health Solutions SPN01 Smart in-home Medication Dispenser User Manual Administration of MERPS GSOP UP PF s

HAP Innovations, LLC Smart in-home Medication Dispenser Administration of MERPS GSOP UP PF s

User manual

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Document ID3124202
Application IDplUih/h1R8fd+QLWZfaZCg==
Document DescriptionUser manual
Short Term ConfidentialNo
Permanent ConfidentialNo
SupercedeNo
Document TypeUser Manual
Display FormatAdobe Acrobat PDF - pdf
Filesize81.46kB (1018223 bits)
Date Submitted2016-09-06 00:00:00
Date Available2016-09-06 00:00:00
Creation Date2016-09-02 15:14:33
Producing SoftwareAdobe PDF Library 15.0
Document Lastmod2016-09-02 15:14:39
Document TitleAdministration of MERPS GSOP UP PF Documents
Document CreatorAcrobat PDFMaker 15 for Word
Document Author: Kim Porter

spencer
User Manual for spencer
(insert copyright materials)
spencer
This device is pending compliance with Part 15 of the FCC Rules and with Industry Canada licence-exempt
RSS standard(s). Operation is subject to the following three conditions: (1) this device may not cause
harmful interference, (2) this device must accept any interference received, including interference that may
cause undesired operation, and (3) Changes or modifications made to this equipment not expressly
approved by HAP Innovations, LLC may void the FCC authorization to operate this equipment.
Le présent appareil est conforme aux CNR d'Industrie Canada applicables aux appareils radio exempts de
licence. L'exploitation est autorisée aux trois conditions suivantes: (1) l'appareil ne doit pas produire de
brouillage, et (2) l'utilisateur de l'appareil doit accepter tout brouillage radioélectrique subi, même si le
brouillage est susceptible d'en compromettre le fonctionnement. (3) Les changements ou modifications
apportées à cet équipement non expressément approuvée par HAP Innovations, LLC peuvent annuler
l'autorisation FCC d'utiliser cet équipement.
This device has a single port, a USB port, in the back, adjacent to where the power cord is attached. The
spencer device does not come with any accessories that can be connected. However, it will have Bluetooth
functionality.
The device has a rechargeable battery that is not removable. If the battery is in use due to no electrical
power, the system continues to dispense medication until the battery charge is exhausted. Since the battery
is not removable, there are no user instructions for maintenance, other than to check the battery periodically
to ensure it is working. In case of an extended emergency that causes the battery charge to run out, the lid
to the device opens automatically, enabling the end user to remove necessary medications.
spencer
Table of Contents
Getting Started .............................................................................................................................. 4
Overview of spencer ........................................................................................................................................... 4
Important safety information ............................................................................................................................... 4
Support ............................................................................................................................................................... 5
Features .............................................................................................................................................................. 5
Prerequisites ....................................................................................................................................................... 6
spencer terms/components ................................................................................................................................ 6
Screens and Navigation ..................................................................................................................................... 8
Touch Screen ..................................................................................................................................................... 8
Navigation ........................................................................................................................................................... 8
Setting Up .................................................................................................................................... 11
Loading the Refill ........................................................................................................................ 12
Dispensing Your Medications (Meds) ........................................................................................ 14
Normal Dispense .............................................................................................................................................. 14
Late Dispense ................................................................................................................................................... 17
Missed Dispense .............................................................................................................................................. 17
Meds and Readings..................................................................................................................... 19
Meds on the Go ................................................................................................................................................ 19
Your Schedule .................................................................................................................................................. 21
See Your Pills ................................................................................................................................................... 22
Readings ........................................................................................................................................................... 23
Blood Sugar ...................................................................................................................................................... 23
Settings & Help............................................................................................................................ 24
Contact Pharmacist .......................................................................................................................................... 24
Video Tutorials .................................................................................................................................................. 24
Help .................................................................................................................................................................. 25
Replace Refill .................................................................................................................................................... 25
Shutdown .......................................................................................................................................................... 27
Version .............................................................................................................................................................. 27
Alert Volume ..................................................................................................................................................... 28
Child Lock ......................................................................................................................................................... 28
Set Child Lock ................................................................................................................................................... 28
Set Security PIN ............................................................................................................................................... 29
Error messages ........................................................................................................................... 31
Add error here .............................................................................................................................................................31
Add error here .............................................................................................................................................................31
spencer
Getting Started
Overview of spencer
An in-home medication dispenser, spencer is a new way to connect you with your
pharmacist and care teams to help you stay on track with your medication and
health goals. It makes taking multiple medications simple.
A working health hub, spencer records your adherence to your medication regimen
and provides this information to your caregiver and pharmacist. Spencer also
enables you and your pharmacist to communicate about your health. The
pharmacist can leave reminders, and you can let the pharmacist know your progress
or concerns.
Important safety information
•
Place spencer in an indoor living area, on a hard, dry, flat surface.
•
Do not place spencer on a radiator or other heated surface.
•
Do not plug spencer into an electrical outlet that is controlled by a wall
switch, as someone could accidentally switch off the power.
•
To reduce the risk of electrical shock or fire, do not place spencer in or near
water or other liquids.
•
Do not spray cleaners directly onto spencer because moisture could get inside
and cause damage. Wipe with a dry or slightly damp cloth; do not use harsh
cleaners.
•
spencer has a rechargeable battery that is not removable. If the battery is in
use due to no electrical power, the system continues to dispense medication
until the battery charge is exhausted.
spencer
A green light in the top right
corner of the front face flashes
to indicate that battery power is
on.
Support
When spencer directs you to call your pharmacist for medication-related questions or
issues, the pharmacy number is provided on spencer’s screen. Touch Settings &
Help > Contact Pharmacist.
For help with the device itself, call the HAP Innovations support number: xxx-xxxxxxx.
Features
Need pictures here. Check what is available in this release.
Feature
Description
Refills containing medication
pouches
Spooled specifically for you by your pharmacist
Usability
Large, easy-to-read font; clear, to-the-point
instructions; colors that indicate certain
statuses
Design
Sleek design that fits on countertop
Dispense reminders
•
Alert tone with adjustable volume; sound
intensifies for missed dose
•
Flashing light that increases in frequency
Easy to load into spencer
spencer
Feature
Description
for missed dose
•
Change in screen color from blue (normal)
to amber (late) to red (missed).
Secure data storage for each user1
Records of your spencer transactions and
communications with care team and pharmacy;
these are encrypted so that they are secure
and only visible to designated individuals.
Training Videos
Short videos explaining how to use spencer.
Touching Settings & Help > Video Tutorials
displays a list of the different videos. (See
“Video Tutorials” section.)
Meds to Go
Option that lets you dispense medications for
specific dates and times that you are going to
be away from spencer.
Child Lock
Option to lock the system for anyone who does
not know the personal identification number
(PIN) or password. You set the password.
Note: Your personal information is put into code form (“encrypted”) to limit who
can see it. The information is protected and adheres to the Federal Health Insurance
Portability and Accountability Act (HIPAA).
Prerequisites
Signing up on the HAP Web site (onboarding).
Obtaining spencer and refill(s).
Training
spencer terms/components
Component
Description
Barcodes
Small box-shaped patterns of varying black lines
that can be read by a computer. Individual pill
pouches and refill covers have barcodes to identify
end user and medication specifics.
Brake
Small metal wire in the lower right of refill that
holds the strip in place when needed.
Cloud
When the end user is onboarded, the relevant
identifying and medical information is encrypted
and sent to the Cloud, where it will be stored
securely and accessed only according to HIPAA
specifications. The Cloud in turn sends the
necessary information for pouches and refill
barcodes to be generated for the end user.
spencer
Component
Description
Dispense Index
The sequential position of each pouch within a
single dispense window. For example, 1 of 3, 2
of 3, 3 of 3, 1 of 1, etc..
End User
For the purpose of this document, the person
registered to receive medications from the spencer
dispensing device.
HIPAA
Health Insurance Portability and Accountability Act;
Federal law requiring security and privacy for
an individual’s health information.
Lid
Door-like panel at the top of the spencer device
that opens and closes for inserting, securing, and
removing the refill.
Menu
List of options on the touch screen. Examples are
Meds to Go and Settings & Help.
Mouth
The slot (located beneath the touch screens for
both spencer and the spooler) where the pouches
are delivered to the end user.
Pouch
Plastic package containing pills and identifying
information as produced by the packaging system.
Parata Adherence Strip
System (PASS)/ Strip
Packager
A type of pill-packaging device that fills pouches
with the end user’s individual doses of medications;
also sends clinical data for the end user and
medications to the HAP Cloud.
Portal
Web pages containing essential information about
spencer’s end users, each user’s transactions
within spencer, pharmacies in the spencer network,
etc; the information is subject to HIPAA privacy
specifications.
Pouch/Packet
Plastic package containing medications and
identifying information as produced by a strip
packaging system.
Refill
The device on which the medication pouches are
spooled. This device fits inside a cover, which in
turn fits inside spencer.
Refill Cover
HAP Innovations design for the spooler’s housing.
The cover is made of cardboard, so it is lightweight
and easy to assemble, carry, and insert into
spencer. A barcode on the exterior of the cover
contains the essential identifying information for
the end user and end user’s medications.
Spooler
Tool (separate from spencer) that winds the strip,
validates strip information, and prints labels.
Strip
Series of pill pouches attached from end to end and
spencer
Component
Description
used for spooling in the spencer Refill.
Touch Screen
Front display panel that enables you to interact
with spencer by touching with your finger. (Touch
screens are also used on cell phones and computer
tablets.)
Screens and Navigation
Touch Screen
The spencer Touch Screen guides you through the dispensing process and enables
you to take action by touching certain buttons on the screen. For example, touching
Dispense with your finger tells spencer you are ready to receive your current
medications. Touching Help displays a Help menu with instructions on how to use
spencer and answers to frequently asked questions (FAQs).
If spencer goes to sleep (menu items are not available), just touch the screen to
wake spencer and display the home screen.
Spencer rotates through various screen savers when it is in idle state. (Give
example.)
Navigation
Number
nn
Description
Home screen
Function
Displays the date, time, and Main
menus (Meds & Readings and
Settings & Help). Additionally,
•
With no refill inserted, says
“Ready for Refill”
•
With refill inserted, shows
time of next dose,
Box or label at top of screen
Shows the screen you are
currently on
Green button
Indicates that the named screen
is currently active
House icon
Takes you to the Home screen
Back arrow
Takes you to the previous screen
15
Grey button
Is not active (function cannot be
performed until another one is
complete)
10
Blue button
Is active (enables you to perform
the named function when you
touch it)
spencer
Number
Description
Function
Blue normal-dispense screen
Reminds you to take meds
during normal dispense time
Amber warning screen
Warns you that your dispense
time is almost past
Red missed-meds screen
Warns that you have missed your
medications
Sample error screen
Tells you of system error and
provides some means of help
Help button
Opens screen that explains how
to get your medications or
otherwise correct an error
Need new screens and new numbering.
Colors, Buttons, and Icons
spencer
Colors, Buttons, and Icons
spencer
Colors, Buttons, and Icons
Note: Error Messages are explained in the Error messages section of this manual.
To see “wrong user” Errors – wrong user (pouch and barcode don’t match – or just
say no when asked
How does a user shut spencer down if something is going wrong?
Setting Up
1. Take spencer out of the carrying case.
2. Set it on a flat, dry surface.
3. Plug it in.
It automatically powers on. (Do not turn on using the power button.) An
internal cellular module automatically connects spencer to a cellular network.
The Welcome screen is displayed, giving you the option to watch a tutorial video
or go to the Home screen.
spencer
4. To watch the instructional video, touch Play. See the “Video Tutorials”
section.
5. To go to the home screen, touch the Home icon. See or go to ?xxxxx. Does
this take you home of to the Hi, I’m Spencer. I’m here to help ….
Loading the Refill
1. Align the front of the refill with the front of spencer. (The barcode and mouth
are on the front at the bottom. Also, check for the blue arrows.)
2. Insert the refill into spencer, ensuring it is seated securely.
3. Gently close the lid until it “catches” and finishes closing itself.
A spencer greeting is displayed.
•
This section totally is guess work and needs attention. If this is the first
time you have used spencer: Message?? User confirmation?
spencer
Should be lower case
Spencer xxxxxxx
xxxx
xxxxx
xxxxx
xxxx
•
If this is for a new refill but you have used spencer before: Message??
•
If this is to re-start a refill that was interrupted for some reason:
Message??
spencer
xxxxxxx
xxxx
xxxxx
Dispensing Your Medications (Meds)
Normal Dispense
When the dispense time arrives, a blue screen is displayed to tell you it’s time for
your medications, the dispense button blinks, and an alert is played.
spencer
4. Touch Dispense.
A screen similar to the following is displayed. The blue status bar tells you the
status of the dispense. Note: you should not touch the pouch until it is ready.
When ready, spencer displays a screen similar to the following. The mouth
flashes blue to let you know the meds are ready.
spencer
The screen below shows that 1 pouch out of 4 is ready. The number of pouches
will vary per end user and per dispense schedule.
5. Remove the pouch or pouches of medications from the mouth.
Any reminders, questions, or other messages from your pharmacist may be
displayed at the end of a dispense time. An example is shown below:
6. If the message requires a response, touch the appropriate button on the
screen. In this example, touch OK.
spencer
Late Dispense
If the normal reminder goes unnoticed for a period of time, an amber screen is
displayed to tell you that limited time is left to take your medications; the
dispense button blinks, and a louder alert is played.
1. To dispense your meds, follow the steps above under “Normal Dispense,”
starting with step 4.
Missed Dispense
If the late dispense reminder expires, a red screen is displayed to tell you that
you have missed 1 or more doses. The light flashes red.
A screen similar to the following is
displayed when you have missed a
dose (or doses).
A screen similar to the following is
displayed to tell you when you have
missed a dose (or doses) AND that
your next dose is now due.
spencer
1. Touch Dispense or Dispense Missed Doses to dispense all
missed doses.
A screen similar to the following is displayed. Replace screen below with newer
red one.
2. Touch OK and contact your healthcare professional as needed.
spencer
Meds and Readings
1. On the home screen, touch Meds & Readings.
The Meds & Readings screen is displayed, showing the following menu options.
These are explained in detail in the subsections below.
Menu Option
Description
Meds on the Go
Enables you to dispense meds to take with
you for a time period that you define.
Your Schedule
Shows past and upcoming dispense times.
See Your Pills
Displays pictures of your pills with their
names and dosage.
Readings
Lets you view graphs tracking your blood
sugar, weight, adherence to your meds
schedule, and other health information
entered in spencer.
Meds on the Go
1. On the Meds & Readings screen, touch Meds on the Go.
spencer
The Meds on the Go screen is displayed. The default number of doses to
dispense is 1. The maximum is based on the number of doses you have left in
your refill.
2. Touch More or Less to change to the number of doses you want.
A message is displayed below the number asking you to confirm the date and
time for the last to-go dose. (The first to-go dose is the next one on your
schedule.)
3. Touch No if the date and time are not correct and Yes if they are.
4. (a) If you touch No, you are returned to the Meds & Readings screen.
(b) If you touch Yes, the Confirm Dates screen is displayed. The Dispense
button flashes.
spencer
5. Review the dates and times to be sure they are accurate.
6.
(a) If accurate, touch Dispense.
The doses are dispensed and recorded with spencer as being “manual.”
(b) If not accurate, touch the back arrow and adjust the dates and times on
the Meds to Go screen.
(For instructions on adjusting dates and times, start with step 2 in this
section, “Meds on the Go.”)
Optionally, touch the Home icon to return to the Home screen.
Your Schedule
1. On the Meds & Readings screen, touch Your Schedule.
The Your Schedule screen is displayed, showing the history of previous dispenses
and the schedule for pending dispenses.
spencer
2. Touch the Newer and Older arrows to see the schedule for today in
ascending or descending order, respectively. You can also scroll by moving
your finger up and down on the screen (“swiping”). Note: Today means
xxxxx.
See Your Pills
1. On the Meds & Readings screen, touch See your Pills.
The See your Pills screen is displayed, providing the names and strengths of your
meds. Pictures and/or descriptions are also provided.
spencer
2. Use the Up arrows to scroll the screen up and the Down arrows to scroll
down. You can also scroll by moving your finger up and down on the screen
(“swiping”).
Note In this example, the Up arrow button is grey, indicating that the button is
not active (i.e., Synthroid is the top of the list). You can scroll down but not up.
Readings
1. On the Meds & Readings screen, touch Readings.
The Readings screen is displayed, showing the following menu option. These are
explained in detail in the subsections below.
Menu Option
Blood Sugar
Blood Sugar
Description
Which will be on this release?
spencer
Settings & Help
1. On the home screen, touch Settings & Help.
The Settings & Help screen is displayed, showing the following menu options.
These are explained in detail in the subsections below.
Menu Option
Description
Contact Pharmacist
Displays contact information for your
pharmacy.
Video Tutorials
Enables you to view videos explaining how to
use spencer. What is status of these?
Help
Provides help/instructions for replacing the
refill and shutting spencer down. Also gives
information about the hardware and software
versions for your particular spencer.
Alert Volume
Enables you to set the volume for spencer –
for alerts and other audio features.
Child Lock
Provides guidance in setting up a Personal
Identification Number (PIN) or password so
that you can restrict spencer access. This
feature is optional.
Contact Pharmacist
1. On the Settings & Help screen, touch Contact Pharmacist.
The Contact Pharmacist screen is displayed, showing pharmacy name, contact
information, and hours of operation.
Video Tutorials
1. On the Settings & Help screen, touch Video Tutorials.
Need screen for this. (Not greeting screen with tutorials, but the one you access
via settings & Help)
1. Touch the volume control button on the right to increase the volume.
2.
Touch the volume control button on the left to decrease the volume.
spencer
3. Touch Play to display the menu for video selection.
The refresh button is grey (inactive) until you start playing a video. It then becomes
blue (active) so you can rewind the video to view again.
Help
1. On the Settings & Help screen, touch Help.
The Help screen is displayed, showing the following menu options. These are
explained in detail in the subsections below.
Menu Option
Description
Replace Refill
Provides instructions for replacing the refill.
Shutdown
Provides instructions to shut spencer down.
Version
Shows the software and hardware versions
and spencer’s serial number.
Replace Refill
Add steps for removing child lock where applicable.
1. On the Help screen, touch Replace Refill.
The Replace Refill screen is displayed.
spencer
2. Touch Unlock Lid.
A confirmation screen is displayed.
Are you sure you want to replace the refill?
3. (a) If yes, touch Yes and go to the next step.
(b) If no, touch Cancel to go back to the confirmation screen or touch the
Home icon to go the Home screen. Skip steps 4 and 5.
If Child Lock is on, a screen is displayed asking for your security PIN.
4. Enter your 4-digit PIN and touch Unlock. (If Child Lock is off, skip this step.)
spencer
If you chose Yes, the Ready for Refill screen is displayed, and the spencer lid is
opened slightly. Go to step 4.
If you chose Cancel, the xxx page is displayed.
(returns you to the confirmation screen and not to home page)
5. To replace the refill (meaning you touched Yes in the previous step), open
the lid, remove the current refill, and insert the new refill.
Shutdown
See if child lock interferes with this.
1. On the Help screen, touch Shutdown.
A confirmation screen is displayed.
2. Touch Shutdown to power down the spencer device or Cancel if you do not
want to power down.
If you chose Shutdown, spencer is turned off. If you chose Cancel, the xxx
screen is displayed.
Version
1. On the Help screen, touch Version.
The Version screen is displayed, showing the
•
Versions for software, hardware, and firmware
•
Serial number for your spencer and its Internet Protocol (IP) address
•
WiFi Network to which your spencer is attached.
spencer
2. Touch Refresh to update the screen, in case any changes have been made
recently.
Alert Volume
1. On the Settings & Help screen, touch Alert Volume.
Child Lock
Walk through this again.
1. On the Settings & Help screen, touch Child Lock.
The Child Lock screen is displayed, showing the following menu options. These
are explained in detail in the subsections below.
Menu Option
Description
Turn On Child Lock/ Turn Off
Child Lock
Provides instructions for turning Child Lock off
or on, depending on the current setting.
Set Security PIN
Provides instructions to enter a new PIN or
change an existing PIN.
Set Child Lock
If you need to set or change a PIN, see the “Set Security PIN” section.
1. On the Child Lock screen, touch Turn On Child Lock or Turn Off Child
Lock.
spencer
The appropriate screen is displayed (depending on your choice).
2. Enter your 4-digit PIN number and touch Unlock or Lock (depending on your
choice).
Note: When Child Lock is ON, you must enter your PIN to dispense medicines,
replace refill, or turn Child Lock off.
Set Security PIN
1. If you want to change the existing Security Personal Identification Number
(PIN) or add a PIN for the first time, touch Set Security PIN.
The Set Security PIN screen is displayed, asking you to enter your existing PIN
and/or enter a new one.
2. If you are changing your existing password, enter the existing 4-digit
password and touch Enter. If you are entering a brand new password, skip
this step.
3. In the Set Security PIN screen, touch the 4 numbers on the screen for your
new PIN and touch Set PIN.
4. Touch Set PIN.
Another screen is displayed, asking you to confirm the new PIN.
spencer
5. Touch the PIN numbers again and touch Enter.
A screen is displayed showing the new, confirmed PIN and reminding you to write
it somewhere.
6. Write the number on a notepad, spreadsheet, etc., and store it somewhere
secure.
7. Touch Return.
You are returned to the Settings & Help screen. The Home screen displays a note
that dispensing is locked.
spencer
Error messages
Add error here
Add error here
The blah, blah
A pouch barcode has scanned that is not in
the list from the Cloud. The pouch may
have been spooled already but not
cancelled.

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