Connex VM Train the Trainer A comprehensive training outline for Connex VM.
Connex® VM 2.x Outline Train the Trainer A. Intended Use 1. The Welch Allyn Connex® VM data management system is intended for the collection and review of patient data, and the communication of that data to an information system. It also provides: a. the ability to enter data manually b. notification when data deviates from set ranges, and a. the ability to identify and manage patients B. Interfaces 1. Connex® VM communicates using Health Level 7 (HL7) messaging to transfer patient vital signs to an electronic medical record, and imports patient demographics from the admit/discharge/transfer (ADT) system. C. Computer Hardware 1. Connex® VM is a browser-based application, meaning it can run on a range of computer devices, e.g., mobile computers, desktop workstations and most Windows®-based networked computers. It also allows vital signs to be transferred via hardwired or wireless networks. D. Software Symbols Symbol 103.3 Name Description Alert Visual cue when abnormal value has occurred according to Connex® VM settings. Click this icon to start Connex® VM program. Connex® VM Workstation Device connected No device connected Print Displays when device is connected and communicating with Connex® VM software. Displays when device is disconnected or not communicating with Connex® VM software. Click this button to print contents of current view. Click Print’s dropdown arrow; select a command. Refresh Updates display to reflect recent changes. List Allows user to display patient data in list format. Tile Allows user to view patient data in tile format. 1 Connex® VM 2.x Trainer Outline MC7187 09/2011 E. Safety Warning Review WARNING: The Connex® VM system transfers data from a vital signs device only when a user initiates a transfer. Do not mistake the Welch Allyn Connex® VM data management system for a patient monitoring device. WARNING: If the Connex® VM program or the computer running the program fails, take these steps: a) If a user attempted to capture or import data prior to the failure, verify that the system received the data. b) If the system did not receive the data and the user wants to import it when the system becomes operational, ensure that the device retains the data. WARNING: When you transfer data into the Connex® VM system, you associate the data with a patient by selecting a patient name in the system. Verify that you have selected the correct name. If you select an incorrect name, you associate the data with a wrong patient. WARNING: Whenever you enter data into the Connex® VM workstation, verify that the data is correct before you save it. WARNING: When you initiate data import into the Connex® VM system from a vital signs device, select all data that needs to be retained. When the Connex® VM system imports data, all vital signs data (including nonselected data) is cleared from the device. F. Using Connex® VM 1. To start Connex® VM, double click on to enter your User Name* and Password, then click Log on. The Home page appears with a list of patients and their most recent readings with date and time. The list of the patients is determined by the Location(s) selected in the Show list. To return to the Home page at any time, click the Home tab. NOTE: Clicking Log off from any screen logs the user out and returns to Log on screen. *Some functions are not available to all users. 2. Other functions from the Home page include: a. Scan or type patient ID box: Enter a patient ID by typing or bar code scanning the ID and then click Go. This opens the patient record for that ID, or the Capture Vital signs screen, depending upon your system configuration. b. Show list: Select info you want to view. All systems come with the option to show My locations. To find information not listed, click on Search tab. 1) My locations: Shows the patients admitted to your selected location(s) on the Home page. To find a patient not listed, click on Search tab. To reveal the My locations options, click on on the upper right of window. To hide the locations option, click on . 2) My assignments: Shows the patients that are assigned to you and listed on the Home page. To find a patient not listed, click on Search tab. c. List: Displays patient data in a list format. d. Tile: Displays patient data in a tile format. e. Refresh: Updates displayed data to reflect recent changes. f. Print: Click icon to print contents of current view. Click on ▼for other commands. g. Sorting: Click a column heading to change the order of the information displayed. h. Action menus: Click on ▼next to patient name to view options of: Capture vital signs, Import data from a device, View patient record, Assign/Unassign, or Delete Patient. i. Assign/Unassign: Allows user to assign/unassign patients. Click on Assign/Unassign, select a clinician in upper right of window, then click on grey box next to patient name to select. Click on √ to deselect a patient, then click Save. 3. The Home page also displays Patient ID, Room, DOB, Gender, NIBP, PR, SpO2, Temp, Date and Time (of most recent vitals), Assigned Clinician, plus visual cues for: a. Alerts: Abnormal readings (per Connex® VM settings) highlighted in yellow. 2 Connex® VM 2.x Trainer Outline MC7187 09/2011 G. Transferring Vital Signs into Connex® VM 1. Capture Vital Signs for a Patient a. Capture vital signs screen lets the user document all data on one screen. Automated measurements come over from the device as they are completed (e.g., pulse rate or SpO2), and you can click on Start to obtain a blood pressure from an attached device. Other fields where data can be typed in at any time are Height, Weight, Pain, Respiration, Glucose, Modifiers and Comments. b. As device-generated measurements are completed on a connected device, the data automatically displays on the Capture vital signs screen. Data remains until the user clicks Save. c. To capture vitals from an attached device, log on and: 1) From the Home page: a) Ensure blinking cursor (▐) is located in the Scan or type patient ID box. Hold the barcode scanner about 6 inches from the wristband and scan the patient ID, or type in patient ID. Click Go; or b) Locate the patient name, click ▼and select Capture vital signs. 2) Confirm the patient identification at top of the window. 3) Attach sensors and/or BP cuff to the patient. Click Start to begin a blood pressure measurement. (Temperature and pulse oximetry readings are automatically updated as soon as the probe/sensors are applied to the patient.) 4) Select modifiers from lists, type values in the numerics boxes, and add a Comment, if desired. 5) Manually enter or revise information by clicking on Enter manually. Type in values as needed. NOTE: Selecting Enter manually suspends communication with the device. Clicking on Capture from device resumes communication with the device. 6) After all information has been captured, click Save. The measurements are stored and the Home page displays. 2. Import Multiple Readings for One Patient a. Ensure the device is attached to the Connex® VM workstation and log on. b. From the Home page, click on ▼next to a patient name and select Import data from device. The Import Data from Device window appears. c. Confirm the patient identification. d. Verify that the items with checkmarks (√) are the ones to import. To deselect a reading, click on the √ and that reading will not be imported. e. NOTE: You may edit data prior to importing. Double click on the reading you want to edit, then click on Edit located at bottom of screen. Revise values, modifiers, or comments as needed. Click Save. f. Click Import in lower right, and Import complete message appears. g. Click Done in lower right. Clicking Done clears the device, updates the Patient Record and returns the user to the Home page with the patient list. 3. Import Multiple Patients’ Saved Readings a. Obtain multiple vital signs and save to the device. is b. Attach the device to the Connex® VM Workstation, log on, and ensure the green. c. Click on Devices on toolbar, then Import data from device. d. The Import Data from Device window appears with the vitals to import. e. Verify that the items with checkmarks (√) are the ones to import. To deselect a reading, click on the √ and that reading will not be imported. 3 Connex® VM 2.x Trainer Outline MC7187 09/2011 f. NOTE: You may edit data prior to importing. Double click on the reading you want to edit, then click on Edit located at bottom of screen. Confirm the patient identification. Revise values, modifiers, or comments as needed. Click Save. Manually entered information is marked with an asterisk (*). g. Click Import in lower right, and Import complete message appears. h. Click Done in lower right. Clicking Done clears the device, updates the Patient Record and returns the user to the Home page with the patient list. 4. Wireless Workflow a. To Capture Vitals: 1) Turn on the vital signs device. 2) Touch the clinician area. Scan the clinician’s ID. Touch Select. 3) From Home screen, scan the patient’s barcode OR touch Patients, List and then the patient. Touch Select. 4) Capture the vital signs; in Monitoring profile, keep the SpO2 sensor on in order to save the reading. In Spot check profile, remove the SpO2 sensor in order to save the reading. If available, the SpHb (Total Hemoglobin) numeric value will automatically transfer in. 5) Enter Height, Weight, Pain, and Respiration as needed. Touch OK when done. 6) When readings are complete, press Save. NOTE: This will send your reading when autosend is enabled. 7) For the next patient, start at Step 3. b. To Send Readings Taken During Intervals: 1) Touch the Review tab. 2) Touch the reading you want to send, then Send. Touch OK to confirm send. 3) Depending upon configuration, once a reading is sent to Connex® VM, the memory on the device is cleared. 5. Push Data from a Device Workflow a. To Capture Vitals: 1) Follow the steps listed in section 4a. above. b. To Push Data from Device: 1) Attach the device to a PC with a USB cable. 2) Touch the Review tab. 3) Touch readings you want to send (a √ will appear next to selected items). Touch Send and then OK to confirm. 4) Depending upon configuration, once a reading is sent to Connex® VM, the memory on the device is cleared. H. To View Saved Vital Signs Information 1. From the Home page, click on ▼next to a patient name and select View patient record. The Vital Signs page appears. 2. Click on ▼next to the Show list window to specify a date range of information to display. 3. Click OK. 4. Select a view: a. Summary: Displays all patient data for all parameters. b. Tabular view: Shows all vital signs in a numeric table. c. Graph view: Shows the trends for the selected vital signs listed when you click on ▼. 5. To obtain printouts of patient information from a selected screen, click on to the print icon for other print commands. . Click on ▼next 4 Connex® VM 2.x Trainer Outline MC7187 09/2011 I. View or Edit a Patient Record 1. From the Home page, click on ▼next to a patient name and select View patient record. The Patient record page appears. a. To edit patient information, click on ▼next to patient name and select Patient details. The Patient Details window appears. b. Click Edit. Revise patient information as needed. J. Update Unreconciled Data 1. To reconcile data imported from a device that does not match any patient record in the system, click on the Search tab, OR click on View on the toolbar in the upper left, then Search. 2. Click on Unreconcileable data. Enter your search criteria. Click on Search. 3. Select the record you want to assign to a patient ID. 4. Click Edit. The Edit window appears. 5. Type or scan the patient ID in the Patient ID field. Click OK. K. Export a Patient List 1. From the Home page, click Export to device. The Upload patient list to device window appears. 2. Click on box next to selected patient(s) to add to export list. Click Next. 3. Verify selected patient names. Click Confirm. The Export complete message appears. 4. Click Done. L. To Search for a Patient 1. Click the Search tab or click on View on the toolbar in the upper left of window. 2. Click on Search. 3. Click on Patients. Enter your search criteria. Click on Search. M. To log out of the application, click Log off. 5 Connex® VM 2.x Trainer Outline MC7187 09/2011
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