InfoClique User Manual - Physician

InfoClique User Manual - Physician
InfoClique
Physician Manual
Training and Education Services, IST Division
Notes
Table of Contents
INTRODUCTION ...................................................................................... 4 WHAT IS INFOCLIQUE?................................................................................... 4 WHAT INFORMATION CAN BE VIEWED? ............................................................... 4 SYSTEM REQUIREMENTS ................................................................................. 5 REQUESTING A USER ID AND PASSWORD ............................................................. 5 LOGGING IN ........................................................................................... 6 LOGGING INTO INFOCLIQUE WITHIN THE KALEIDA NETWORK (INTRANET)..................... 6 Method 1 .....................................................................................................................6 Method 2 .....................................................................................................................6 LOGGING INTO INFOCLIQUE OUTSIDE OF THE KALEIDA NETWORK (INTERNET) ............... 7 INFOCLIQUE ENVIRONMENT.................................................................. 8 NAVIGATION BUTTONS ................................................................................... 9 MAIN PAGE SECTIONS .................................................................................. 11 PERFORMING SEARCHES ..................................................................... 12 RELATED PATIENT SECTION ........................................................................... 12 1) View Current (Non-discharged) Inpatients .......................................................... 12 2) View Inpatients Discharged Up To 180 Days ...................................................... 13 3) View Outpatients within the Last 7 Days .............................................................. 13 4) View Patients by Name Range .............................................................................. 14 RELATED PATIENT SECTION INCLUDING PCP ...................................................... 15 1) View Current (Non-discharged) Inpatients- PCP ................................................ 15 2) View Outpatients in the Last 7 Days..................................................................... 16 3) View ER patients in the Last 7 Days..................................................................... 16 NON-RELATED PATIENT SECTION .................................................................... 17 1) View another Doctor’s Patients by Doctor Last Name ........................................ 17 2) Search for a Patient by Name ............................................................................... 18 3) Search for a Patient by MRN or SSN.................................................................... 19 4) Search for a Patient by Account (Financial) Number .......................................... 20 VISIT LIST SECTION .................................................................................... 21 1) View a Visit List by Site ........................................................................................ 21 2) View a Visit List by Unit Location ........................................................................ 22 SURGERY SCHEDULING SECTION ..................................................................... 23 1) View Scheduled Surgeries from Today Up to 180 Days ....................................... 23 2) View Scheduled Surgeries Today Back to the Past 180 Days............................... 24 3) View Surgeries Within a Specific Date Range ...................................................... 24 4) View a Print Version of Surgeries Within a Specific Date Range ........................ 25 PRINTING INFOCLIQUE INFORMATION .............................................. 26 Printing from the File Menu ..................................................................................... 26 Printing by Right-Clicking ........................................................................................ 26 PATIENT LIST AND COVERED PATIENT LIST ....................................... 27 VIEWING CLINICAL INFORMATION ..................................................... 28 DEMOGRAPHICS .......................................................................................... 29 What is Available for Viewing? ................................................................................ 29 How Do I Access Demographics? ............................................................................ 29 Page 2
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
FLOW ...................................................................................................... 31 What is Available for Viewing? ................................................................................ 31 How Do I Access Flow? ........................................................................................... 31 DICTATION ................................................................................................ 32 What is Available for Viewing? ................................................................................ 32 How Do I Access Dictation?..................................................................................... 32 Enlarge the Text of a Dictated Report ...................................................................... 34 ORDERS ................................................................................................... 35 What is Available for Viewing? ................................................................................ 35 How Do I Access Orders? ........................................................................................ 35 RESULTS ................................................................................................... 37 What is Available for Viewing? ................................................................................ 37 How Do I Access Results? ........................................................................................ 37 Apply a Date Range to the Result View .................................................................... 37 Use Quick Links to Jump to a Specific Result Category ........................................... 38 View AP Diagnosis Summary Pathology Reports..................................................... 38 Access PACS from within Results ............................................................................. 39 View Tracemaster ECGs........................................................................................... 41 MEDICATIONS ............................................................................................ 42 What is Available for Viewing? ................................................................................ 42 How Do I Access Medications? ................................................................................ 42 ACCOUNT MAINTENANCE ..................................................................... 44 EDIT MY COVERAGE GROUP ........................................................................... 44 Add a Physician ........................................................................................................ 44 Remove a Physician .................................................................................................. 45 VIEW WHO HAS ACCESSED MY (ATN DR) PATIENTS............................................... 46 VIEW WHO HAS ACCESSED MY PRACTICE GROUP PATIENTS ..................................... 47 VIEW MY PRACTICE GROUP AND SUPPORT STAFF ................................................. 48 CHANGE YOUR PASSWORD ............................................................................. 49 SECURITY REQUEST FORM ................................................................... 51 InfoClique Physician Manual
Page 3
Notes
Introduction
What is InfoClique?
InfoClique, a web based application, allows medical staff (including support
staff and referring physicians) of Kaleida Health to review clinical and
demographic information about their patients throughout the entire Kaleida
organization. This is the secure central access point to access this
documentation and is provided free in support for our patient care providers.
If you currently do not have access to InfoClique, or the appropriate access,
see page 5 for more information.
You may have access to one or more of the following views:
•
Physician View
•
Network Physician View
•
Physician Support Staff View
What Information Can Be Viewed?
Certain records and data are accessible according to the type of access granted
as well as the type of relationship with the patient (admitting, attending, referring,
consulting or PCP). Generally speaking, for the views listed above, the following
information is available:
•
Demographic Information: Basic demographic information, such as
name, guarantor and emergency information; as well as visit specific
information.
•
Patient Flow History: Find out how and where the patient is within a
Kaleida facility now and in the past.
•
Dictated Reports: Medical transcriptions such as H&Ps, operative
reports, discharge summaries and consultation.
•
Results: Results of orders, such as radiology, cardiology, endoscopy,
and general laboratory results containing procedure, units, ref, and range
values over a specified time range.
•
Orders: All issued orders and status for both in/out-patients, such as
ECG/EKG, nursing level, echo’s, labs, etc…
•
Medications: Medication administration list (MAL) containing
scheduled, PRN, and historical drug orders.
•
Surgery Scheduling: Review past and future surgery schedules.
•
ED Scanned Documents: BGH and MFS EDs documents are now
accessible.
•
Tracemaster ECGs: ECG strips are available to those users on the
Kaleida Health Network prior to May 2009 only.
Page 4
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Introduction (Cont.)
System Requirements
Given that InfoClique is a web based application, it can be accessed through any
Internet connected PC via within the Kaleida network (Intranet) or outside of the
Kaleida network (Internet). Certain functionality of InfoClique may be only
accessible from within the Kaleida Network.
The recommended system requirements are as follows:
•
Internet Explorer (6.0 or higher)
supported.
•
and Safari
is preferred and
or Netscape
be aware
If you use Firefox, , Opera
InfoClique may not display appropriately and will not be supported.
•
Broadband Internet access.
•
An InfoClique user id and password.
•
VPN access (optional) to access the PACS or Tracemaster ECG
functionality within InfoClique. (VPN access allows remote users to
connect to the Kaleida Health network.)
Requesting a User ID and Password
Obtaining InfoClique access can be done by completing the InfoClique Access
Request Form and faxing it to the Kaleida Health IS&T Security Service Dept
at 859-8676. A request for access will not be granted if the request is not job
related or conflicts with Kaleida Health’s Access Request Security Policy.
•
For your convenience this form has been provided to you on the last
page of this manual.
•
The form can be found directly at www.infoclique.com. There is a link
named InfoClique Access Form which will display the form.
•
If VPN Access is needed in order to access the PACS & Tracemaster
ECG functionality make sure to check this option on the access form.
InfoClique Physician Manual
Page 5
Notes
Logging In
Logging into InfoClique within the Kaleida Network
(Intranet)
InfoClique can be accessed directly from within the Kaleida network two different
ways:
Method 1
icon on your desktop.
1. Double-click the Internet Explorer
•
KaleidaScope displays as the home page.
2. Click the Log In
tab.
3. Type your user name in the User Name field.
4. Type your password in the Password field.
5. Click the Log In button.
6. Click the Applications
•
tab.
The appropriate InfoClique link displays in the Secured
Applications section of the page.
7. Click the link to get started.
•
The InfoClique Main page displays (this is not be confused with the
InfoClique Home page) and you are logged in to InfoClique.
Method 2
1. Double-click the Internet Explorer
•
icon on your desktop.
KaleidaScope displays as the home page.
2. Type “ic” in the Address Bar at the top of the KaleidaScope home
page.
•
“ic” is a shortcut for the full InfoClique web address,
www.infoclique.com
•
The InfoClique portal web page displays.
3. Type your user name in the Username field.
4. Type your password in the Password field.
5. Click the Go button.
Page 6
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Logging In (Cont.)
Logging into InfoClique outside of the Kaleida Network
(Internet)
1. Double-click the web-browser icon on your computer.
•
Your home web page displays.
2. Type www.infoclique.com in the address bar at the top of your Web
browser.
3. Click the appropriate button (i.e. Go) or press the Enter key on your
keyboard to go to the website.
4. After reading the HIPAA Security notice click the Accept button.
•
If this is your first time signing in, you will be prompted to change
your password. (For more information see page 49 on changing
passwords.)
•
The InfoClique Home page is displayed (not to be confused with the
InfoClique Main page).
Available Applications pane
provides access to the
versions of InfoClique you
have been granted.
InfoClique Supportive
Links pane provides access to
additional functions and
features that may be useful.
5. Click the appropriate InfoClique link in the Available Applications
pane.
•
The duration of this manual will be referring to InfoClique –
Physician link and all of its functionality.
InfoClique Physician Manual
Page 7
Notes
InfoClique Environment
•
The InfoClique Main page displays (this is not be confused with the
InfoClique Home page).
The Main Page Navigation
buttons allows views to
additional functions and
features that may be useful.
This returns to the Home page
as shown previously.
Depending on how InfoClique is accessed you will either go directly to the Main
page (The 2nd image on the previous page shown.) or you will be taken to the
Home page (The 1st image on the previous page shown.). The Main page is like
the “home base” of InfoClique. It is here you can search for patients, schedules,
visits and view or modify your account.
Page 8
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
InfoClique Environment (Cont.)
Navigation Buttons
The top of the Main page contains a row of navigation buttons. The purple and
green shaded buttons on the left are always accessible while the grey shaded
(inactive) button on the right are only accessible from within viewing a patient’s
clinical information.
•
The Home
•
button returns to the Main page. (This would be used if
The Main
viewing a patient or a report and needing to navigate back to the “home
base”.)
•
The Contacts
button opens the Contact page in which you can
search for a Kaleida Health aligned physician by name, location,
department or specialty.
•
The News
button opens the News page in which you have access
to latest information and events that are happening at Kaleida Health. It
also provides physicians updates on new and revised policies.
•
button opens the CPI (Clinical Practice Improvement
The CPI
Initiative) page which explains the initiative and provides useful links of
resources and information concerning the CPI.
•
The Resources
button opens the Resources page which
provides access to such things as the PACS system, MedCalc3000,
HUB Net Library, and Micromedex among other invaluable tools.
•
The Forms
button opens the Forms page which displays links
for all of the clinical/medical forms used at Kaleida Health. It also
provides access to the Health Care Proxy form as well as the
InfoClique Access form.
•
The Patients
button will return to the Patient List when you are
currently inside a specific patient’s clinical information. For more
information on the Patient List see page 27.
button returns to the Home page.
InfoClique Physician Manual
Page 9
Notes
InfoClique Environment (Cont.)
Page 10
•
The Demo
button will navigate you to the EMPI
Demographic Information for a patient. This button only works if
you inside another area of patient’s specific clinical information. For
more information on the EMPI Demographic information see page
29.
•
button will navigate you to the Patient History
The Flow
(Flow) for a patient. This button only works if are inside another area
of a patient’s specific clinical information. For more information on
Patient History see page 31.
•
button will navigate you to the Dictated
The Dictation
Reports for a patient. This button only works if you are inside
another area of a patient’s specific clinical information. For more
information on Dictated Reports see page 32.
•
button will navigate you to the Order Display for
The Orders
a patient. This button only works if you are inside another area of a
patient’s specific clinical information. For more information on
Orders Display see page 35.
•
button will navigate you to the Results Display
The Results
for a patient. This button only works if you are inside another area of
a patient’s specific clinical information. For more information on
Results Display see page 37.
•
button will navigate you to the Medication Display
The Meds
for a patient. This button only works if you are inside another area of
a patient’s specific clinical information. For more information
Results Display see page 42.
•
The Exit
InfoClique.
•
button displays the help window where you can
The Help
access frequent error messages that occur and determine the issue
you are facing as well as help with printing from within InfoClique.
button will completely log you out and exit you out of
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
InfoClique Environment (Cont.)
Main Page Sections
On the Main page, there are several sections available to assist with performing
patient searches and managing your personal InfoClique account. Each one of
these sections is listed below. All sections are centrally located on the Main
page, and can be found by simply scrolling up and down.
•
Related Patient Section: This allows you to generate a list of patients as
long as you are their attending, admitting, referring or consulting physician.
•
•
Related Patient Section – including PCP: This allows you to perform the
same type of searches as noted above, with the addition of the PCP’s
patients displaying in the list also.
•
•
To learn more about this section, see page 21.
Surgery Scheduling Section: This section is utilized to view the provider’s
surgery schedules. A date range can be applied to the search for up to 180
days in the past, present or future.
•
•
To learn more about this section, see page 17.
Visit List Section: This section is utilized to provide a list of rounds for one
or more providers. It can be further defined by facility and/or Unit Location.
•
•
To learn more about this section, see page 15.
Non-Related Patient Section: This allows you to generate a list of patients
who do not have a defined relationship with you and this only works with
Inpatient encounters.
•
•
To learn more about this section, see page 12.
To learn more about this section, see page 23.
Account Maintenance Section: Several features are available in this
section to help you manage your account.
•
To learn more about this section, see page 44.
InfoClique Physician Manual
Page 11
Notes
Performing Searches
Related Patient Section
This section generates a list of patients you wish to inquire upon, only pulling
patients that have you assigned as the Consulting, ATN, ADM or REF physician.
Further filters can be also be defined by discharge days past, outpatient days
past, current inpatients and by name. There are four ways to search and each
way is explained below.
1) View Current (Non-discharged) Inpatients
1. Select the appropriate provider from the drop-down list.
2. Click the Get List button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
3. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
4. To perform a new search, click the Main
wish to exit, click the Exit
Page 12
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Performing Searches (Cont.)
2) View Inpatients Discharged Up To 180 Days
1. Select the appropriate provider from the drop-down list.
2. Select the appropriate amount of days from the drop-down list.
3. Click the Get List button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
4. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
3) View Outpatients within the Last 7 Days
1. Select the appropriate provider from the drop-down list.
2. Select the appropriate amount of days from the drop-down list.
3. Click the Get List button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
4. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Page 13
Notes
Performing Searches (Cont.)
4) View Patients by Name Range
1. Select the appropriate provider from the drop-down list.
2. Type in one or more letters in the first criteria box to indicate the
beginning range of the last name.
•
Example: “D” or “Sma” or “Jackson”
•
Common names will yield more results and may take longer to run.
3. Type in one or more letters in the second criteria box to indicate the
ending range of the last name.
•
Example: “F” or “Smo” or “Jackson”
•
Common names will yield more results and may take longer to run.
4. Click the Get List button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
•
Example: Using the example ranges above, a result for the D to F
range will be last names that start with D, E or F. Another example
was the range of “Sma” to “Smo”. This will produce patients with last
names such as: “Smathers”, “Smith”, and “Smonder”. The last
example range of “Smith” to “Smith” will produce patients whose last
name is strictly “Smith”.
5. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
6. To perform a new search, click the Main
wish to exit, click the Exit
Page 14
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Performing Searches (Cont.)
Related Patient Section Including PCP
This section generates a list of patients you wish to inquire upon, only pulling
patients that have you assigned as the Consulting, ATN, ADM or REF and PCP
physician. There are three ways to search in this section and each method is
explained below.
1) View Current (Non-discharged) Inpatients- PCP
1. Select the appropriate provider from the drop-down list.
2. If you wish to include Long Term Care patients, click the Include Long
Term Care radio button.
3. Click the Get List button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
4. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Page 15
Notes
Performing Searches (Cont.)
2) View Outpatients in the Last 7 Days
1. Select the appropriate provider from the drop-down list.
2. Select the appropriate amount of days from the drop-down list.
3. Click the Get List button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
4. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
3) View ER patients in the Last 7 Days
1. Select the appropriate provider from the drop-down list.
2. Select the appropriate amount of days from the drop-down list.
3. Click the Get List button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
4. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
Page 16
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Performing Searches (Cont.)
Non-Related Patient Section
This section generates a list of patients you wish to inquire upon, that you, as the
provider or support staff, are not related to. There are four ways to search in this
section and each method is explained below.
1) View another Doctor’s Patients by Doctor Last Name
1. Click the appropriate link of the alpha group.
•
Example: To locate Dr. Klein’s patients click the G-R link.
•
A list of physicians within that alpha group is displayed.
2. Locate and click to select the appropriate
physician.
3. Click the View button to view the list of
patients.
•
The Patient List and Covered Patients
list displays, unless you are prompted with
the No Patient Qualifies message.
InfoClique Physician Manual
Page 17
Notes
Performing Searches (Cont.)
4. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
2) Search for a Patient by Name
1. Type the patient’s last name in the Last Name field if the correct spelling
is known. Otherwise, type the known part of the last name followed by
an asterisk (*).
•
Example: In order to find a patient whose last name is Koester, type
the correct spelling of “Koester”. If you are unsure of the spelling,
type as much as you do know, such as “Ko*”. This will yield patients
whose last names starts with “Ko” so that you can select the correct
patient from the list.
2. Type the patient’s first name in the First Name field if the correct spelling
is known. Otherwise, type the known part of the first name followed by
an asterisk (*).
•
Example: To find a patient whose first name is Jeffrey, type
“Jeffrey”. If you are unsure of the spelling or if their name may be
shortened (Jeff), type as much as you do know, such as “Jeff*”. This
will yield patients whose last names starts with “Jeff” so that you can
select the correct patient from the list.
3. Click the Search button.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
4. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
Page 18
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Performing Searches (Cont.)
3) Search for a Patient by MRN or SSN
1. Click to select either the Medical Record Number radio button or the
Social Security Number radio button.
•
Social Security Number’s cannot include dashes.
•
Medical Record Number’s cannot include leading zeroes (example:
000123456).
2. If desired, click the drop-downs to select the beginning and ending date
range for encounters or select the All Encounters radio button.
•
When choosing these dates, be sure either radio button above is
selected. It is not possible to just search by Encounter dates alone
in this area.
•
The default displays the last 30 days Encounters.
3. Click the Search button.
•
A listing of matching patients displays.
Encounter
links are
located in the
last column.
4. Click the Encounter link for the appropriate patient to access the Patient
List.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
6. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
7. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Page 19
Notes
Performing Searches (Cont.)
4) Search for a Patient by Account (Financial) Number
1. Click the Account (Financial) Number radio button.
2. Type the Account (Financial) Number in the criteria field.
•
Account Number’s cannot include leading zeroes (example:
000123456).
3. Click the Search button.
•
A listing of matching patients displays.
Encounter
links are
located in the
last column.
4. Click the Encounter link for the appropriate patient to access the Patient
List.
•
The Patient List and Covered Patients list displays, unless you are
prompted with the No Patient Qualifies message.
5. Click the appropriate link in the correct listing to view information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
6. To perform a new search, click the Main
wish to exit, click the Exit
Page 20
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Performing Searches (Cont.)
Visit List Section
The Visit List is used to produce a list of rounds for providers. There are a few
ways to do this. Each method is explained below.
1) View a Visit List by Site
1. Select the appropriate provider from the drop-down list.
2. Click to check next to the appropriate Kaleida Health hospitals.
•
For all hospitals, do make any selections.
3. Click the Get List button.
•
The Visit List and Covered Patients Visit List displays, unless you
are prompted with the No Patient Qualifies message.
4. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Page 21
Notes
Performing Searches (Cont.)
2) View a Visit List by Unit Location
1. Click the Search button.
•
The Unit Search displays.
2. Select the site from the first column, Select Unit to View.
3. Click the Last Name, Bed or LOS button based on how you wish to view
the list.
•
The Patient List displays, unless you are prompted with the No
Patient Qualifies message.
4. Underneath the correct patient’s name, click the appropriate links to view
information.
•
For more information on viewing the Patient List and the available
links for each patient, see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
Page 22
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Performing Searches (Cont.)
Surgery Scheduling Section
This section generates a surgery schedule based on the parameters of your
inquiry. The inquiry can provide surgery schedules in the past, present or future
for a maximum of 180 days. There are four ways to search in this section and
each method is explained below.
1) View Scheduled Surgeries from Today Up to 180 Days
1. Select the appropriate provider from the drop-down list.
2. Select the appropriate amount of days from the drop-down list.
3. Click the Get List button.
•
The Surgery Schedule displays.
4. To view clinical information for the patient, click either the Medical
Record Number or the Account Number.
•
For more information on viewing the available links for each patient,
see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Page 23
Notes
Performing Searches (Cont.)
2) View Scheduled Surgeries Today Back to the Past 180 Days
1. Select the appropriate provider from the drop-down list.
2. Select the appropriate amount of days from the drop-down list.
3. Click the Get List button.
•
The Surgery Schedule displays.
4. To view clinical information for the patient, click either the Medical
Record Number or the Account Number.
•
For more information on viewing the available links for each patient,
see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
3) View Surgeries Within a Specific Date Range
1. Select the appropriate provider from the drop-down list.
2. Use the drop-downs to select the beginning and ending date range for
the Surgery cases you wish to view.
3. Click the Get List button.
•
The Surgery Schedule displays.
4. To view clinical information for the patient, click either the Medical
Record Number or the Account Number.
•
For more information on viewing the available links for each patient,
see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
Page 24
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Performing Searches (Cont.)
4) View a Print Version of Surgeries Within a Specific Date Range
1. Select the appropriate provider from the drop-down list.
2. Use the drop-downs to select the beginning and ending date range for
the Surgery cases you wish to view.
3. Click the Get List button.
•
The Surgery Schedule displays.
4. To view clinical information for the patient, click either the Medical
Record Number or the Account Number.
•
For more information on viewing the available links for each patient,
see page 27.
5. To perform a new search, click the Main
wish to exit, click the Exit
tab. Otherwise, if you
tab.
InfoClique Physician Manual
Page 25
Notes
Printing InfoClique Information
Any information within InfoClique is printable. There are two methods for printing
documentation. This will illustrate how to print using Internet Explorer as your
Web browser. If you have a different browser, utilize the help menu provided by
your Web browser instead.
Printing from the File Menu
1. Click anywhere on the screen where the information is displayed that you
wish to print.
•
The purpose of this step is to ensure the informational area of the
webpage properly prints.
Click File then Print
from the Menu bar
to print.
2. From the Menu bar at the top of Internet Explorer, click the File menu.
3. Click Print from the expanded File menu.
•
The Printer Dialog box displays.
4. Make sure all settings are appropriate.
•
For example: The correct printer is selected, portrait or landscape
settings, or all frames as laid on screen etc.
5. Click the Print button.
•
The information displayed on your screen prints.
Printing by Right-Clicking
1. Display whatever information that should be printed, on your screen.
2. Right-click anywhere on the screen to display the shortcut menu.
3. Click Print from the shortcut menu.
4. Follow steps 4 and 5 above.
Page 26
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Patient List and Covered Patient List
After performing searches, different lists will display the results of your inquiry.
Encounter lists, Visit lists, and most commonly, the Patient List and Covered
Patient List. This list is explained below.
The Patient List and Covered Patients List is in a columnar format with readily
available information. It will look similar to the image below:
1
2
3
4
There are four different sections available:
1. Patient Information: These first 3 columns display the patients name,
sex and date of birth.
2. Visit Information: These next 3 columns display information about
which site the patient is/was at and what Unit he/she they were/are
staying in. It also contains Admit and Discharge dates and times as well
as the type of visit.
3. Physicians: This single column displays some of the physicians who
are related to that specific patient’s encounter.
•
All physicians can be displayed by clicking the Demo link and
scrolling to the bottom of the page.
4. Links: This is where you can view clinical information related to the
patient and to this specific encounter. This explained in detail beginning
on the following page.
InfoClique Physician Manual
Page 27
Notes
Viewing Clinical Information
After searching and displaying the Patient List, you will notice there are several
links and corresponding tabs available to assist with viewing Clinical Information.
(These tabs are briefly explained on page 10.) This section will go through each
of these clinical areas and explain them in depth. In order to access these clinical
areas, it is important to understand how the links and tabs work.
Tabs
Links
The tabs (as shown above) are not enabled while viewing a list of Patients or
viewing a list of Encounters. The only time these tabs are enabled is once you
are already viewing clinical information for the patient. See the examples below
for clarification.
You Can:
If you are currently viewing Dictation, and would like to view Results, then you
can click the Results tab to view Results for the patient.
You Can’t:
If you are inside the patient list (as shown above) and wish to go to Results, you
can’t click the tab. Instead you will need to click the Results link for the patient.
Page 28
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
Demographics
What is Available for Viewing?
•
Name and Address Data: This area contains information such as
Home Phone Number, among other general information about the
patient.
•
Visit Data: This area contains information such as Chief Complaint
and Facility, among other information related to the patient’s visit.
•
Emergency Contact Data: This area contains the Relationship
and Home Phone of the emergency contact for the patient.
•
Guarantor Data: This area contains information such as Home
Phone Number and Name, among other general information about
the guarantor.
•
Insurance Data: This area contains information such as Primary
Insurance and Secondary Insurance, among other specific
information needed for appropriate claim billing purposes.
•
Physician Data: This area lists all providers related to the patient.
•
Allergy Data: This area contains documented allergy information of
the patient.
How Do I Access Demographics?
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
tab instead, if you are already inside the
Click the Demo
patient’s record, in another location.
2. Click the Demo link in the patient’s row on the list.
InfoClique Physician Manual
Page 29
Notes
Viewing Clinical Information (Cont.)
•
The EMPI Demographic Information is displayed.
3. Review the information as necessary by using the scroll bar on the right.
4. Optional: To view another area, click the desired tab at the top of the
InfoClique window.
5. Optional: To perform a new search, click the Main
if you wish to exit, click the Exit
tab.
Page 30
InfoClique Physician Manual
tab. Otherwise,
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
Flow
What is Available for Viewing?
Patient Flow information is in a table format, with the most recent visit information
in the top row, moving backwards to the bottom row which contains the most
historical visit information. Overall, it describes the patient’s physical movement
within Kaleida, including admission, transfer and discharge information. The
columns are further explained:
•
Transaction Date/Time: This area contains the date and time
stamp of when this documentation took place.
•
Time: This area contains the total length of stay for the patient and
will also display “Discharged” if they have been discharged
•
Location: This area contains the name of the hospital and unit the
patient was at and the time of arrival.
•
PT Type: This area displays what type of visit the patient was.
(Example: Inpatient, Outpatient, PreAdmit, Emergency etc….)
How Do I Access Flow?
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
tab instead, if you are already inside the
Click the Flow
patient’s record, in another location.
2. Click the Flow link in the patient’s row on the list.
•
The Patient History (Flow) is displayed.
3. Review the information as necessary by using the scroll bar on the right.
4. Optional: To view another area, click the desired tab at the top of the
InfoClique window.
5. Optional: To perform a new search, click the Main
tab.
if you wish to exit, click the Exit
InfoClique Physician Manual
tab. Otherwise,
Page 31
Notes
Viewing Clinical Information (Cont.)
Dictation
What is Available for Viewing?
Dictated Reports are available from the Cerner system as well as the archived
dictation database. If you need access to a dictated report that is not available
within InfoClique follow your normal departmental procedures for accessing
those reports (phone call, etc.) When viewing Dictated Reports within Info
Clique, remember these reports should be considered unverified. Dictation
reports are stored in a table format with a description of the report, the facility it
derived from and the transaction date the report was processed.
How Do I Access Dictation?
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
tab instead, if you are already inside the
Click the Dictation
patient’s record, in another location.
2. Click the Dictation link in the patient’s row on the list.
•
The Dictated Reports table is displayed.
3. In the Report Desc.column, click the name of the dictated report you
wish to preview.
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InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
•
The dictated report displays. (Below is an example of a Discharge
Summary.)
4. Review the information as necessary by using the scroll bar on the right.
5. Optional: To view another area, click the desired tab at the top of the
InfoClique window.
6. Optional: To perform a new search, click the Main
tab.
if you wish to exit, click the Exit
InfoClique Physician Manual
tab. Otherwise,
Page 33
Notes
Viewing Clinical Information (Cont.)
Enlarge the Text of a Dictated Report
This will illustrate how to enlarge the text of a dictated report using Internet
Explorer as your Web browser. If you have a different browser, utilize the help
menu provided by your Web browser instead.
1. Display the Dictated Report on your screen.
2. From the Menu bar at the top of Internet Explorer, click the View menu.
3. Click Text size from the expanded View menu.
•
A submenu with various text size choices is displayed.
4. Click the desired text size.
•
The text size of the dictated report has been resized according to
your selection.
5. Optional: If you wish to print the report see page 26
Page 34
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
Orders
What is Available for Viewing?
•
Order #: This is the unique identification number of the order that
was placed. Clicking on the order number with a Completed status
will display the results of the order.
•
Department: This area contains the name of the department that
placed the order.
•
Order Status: This is the current status of the order, which can be
in an Ordered or Completed status.
•
Order Detail: This contains all of the required information that was
placed on the order. (Example: Priority or Routine, Duration,
Modifiers etc…)
How Do I Access Orders?
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
Click the Orders
tab instead, if you are already inside the
patient’s record, in another location.
2. Click the Orders link in the patient’s row on the list.
•
The Orders table is displayed.
InfoClique Physician Manual
Page 35
Notes
Viewing Clinical Information (Cont.)
3. Review the information as necessary by using the scroll bar on the right.
4. If the order is in a Completed status, click the Order # link to view the
results of the order
•
Below is an example of the results for a CBC and Urine Culture
order.
Clicking the name of
the result may display a
graph. See the image
below.
Graphs always
contain the last
100 results.
5. Optional: If the Result contains a graphing link, it can be clicked to
display a graphical result instead of a text result.
6. Optional: To view another area, click the desired tab at the top of the
InfoClique window.
7. Optional: To perform a new search, click the Main
if you wish to exit, click the Exit
tab.
Page 36
InfoClique Physician Manual
tab. Otherwise,
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
Results
What is Available for Viewing?
A complete listing of results is available for the patient. These results are
displayed in a columnar format with each documented event in its own date/time
column. It is possible to date range to customize which dates and times are
displayed for results. The default is to display results which have occurred
in the past 6 days. The types of results that are displayed vary depending on
the patient
How Do I Access Results?
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
Click the Results
tab instead, if you are already inside the
patient’s record, in another location.
2. Click the Results link in the patient’s row on the list.
•
The Results table is displayed.
3. Review the information as necessary by using the scroll bar on the right.
Apply a Date Range to the Result View
icon next to the first criteria box in the Date
1. Click the calendar
Search area at the top of the table.
2. Select the appropriate date.
3. Repeat steps 1 and 2 for the second criteria box.
4. Click the Results for Dates button.
•
The new results display based upon the date range selected.
InfoClique Physician Manual
Page 37
Notes
Viewing Clinical Information (Cont.)
Use Quick Links to Jump to a Specific Result Category
1. Click the drop-down in the Quick Links area at the top of the table.
2. Select the desired result category that is available.
•
This list is dynamic and displays the categories unique to this
patient’s specific results.
•
The Results table now displays the category that was selected on
the screen.
3. Scroll up the page to see all the results once more.
View AP Diagnosis Summary Pathology Reports
1. Verify AP Diagnosis Summary is
selected in the drop-down located in
the Other Queries area at the top of
the table.
2. Click the Run Query button.
•
Page 38
The AP Pathology Summary
report displays, keep in mind this
does not reflect the full report. Return to Results to view the full
Pathology report.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
3. Optional: To view another area, click the desired tab at the top of the
InfoClique window.
4. Optional: To perform a new search, click the Main
tab.
if you wish to exit, click the Exit
tab. Otherwise,
Access PACS from within Results
PACS is available to view radiology images, with the exception of
mammography. This manual does not provide training related to PACS.
•
PACS requires an assigned user ID and password to be granted.
See page 5 for information on requesting a sign on and password.
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
Click the Results
tab instead, if you are already inside the
patient’s record, in another location.
2. Click the Results link in the patient’s row on the list.
•
The Results table is displayed.
3. Click the drop-down in the Other Queries section.
4. Click to select PACS.
5. Click the Run Query button.
InfoClique Physician Manual
Page 39
Notes
Viewing Clinical Information (Cont.)
•
A Welcome to PACS message displays.
Click this
link to
access the
PACS
portal.
6. In this message, locate the hyperlink (shown circled in the image above)
and click it.
7. The PACS portal displays.
8. Follow your standard procedures to log in and get started or to close the
application when you are finished.
Page 40
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
View Tracemaster ECGs
It is important to note that Tracemaster ECG’s are for historical viewing only
within the Kaleida Health network. You can view Tracemaster ECG’s that
occurred prior to May 2009 only. If you need access to view PowerChart ECG’s,
see page 5 for information.
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
Click the Results
tab instead, if you are already inside the
patient’s record, in another location.
2. Click the Results link in the patient’s row on the list.
•
The Results table is displayed.
3. Click the drop-down in the Other Queries section.
4. Click to select Tracemaster ECGs.
5. Click the Run Query button.
•
The Active Tracemaster Reports table
displays.
6. Click the Report Date link in the first column to display the Tracemaster
ECG report.
•
The report displays.
7. Optional: To view another area, click the desired tab at the top of the
InfoClique window.
8. Optional: To perform a new search, click the Main
tab.
if you wish to exit, click the Exit
InfoClique Physician Manual
tab. Otherwise,
Page 41
Notes
Viewing Clinical Information (Cont.)
Medications
What is Available for Viewing?
A complete listing of medications is available for the patient. This includes
Kaleida Ordered Medications as well as Home Medications. There is also a
drop-down available to quickly locate Kaleida Ordered and Home Medications.
(If there are no home medications recorded, the drop-down is not visible.) All
information is viewed in a table format. The columns are explained below.
•
Date/Time: In regards to Kaleida Ordered Medications, this is the
date and time of the order. In regards to Home Medications, this is
the date and time the information became known to Kaleida Health
and documented.
•
Details: This is a clickable link which displays for both Kaleida
Ordered and Home Medications respectively. This contains the
details of the medication. These include things such as Dose, Route,
and Frequency. It also contains the ingredients of the medication.
•
Order: For both Kaleida Ordered and Home Medications, this is
the name of the medication.
•
Order Status: In regards to Kaleida Ordered Medications, this
states whether the medication has been Ordered or Discontinued.
In regards to Home Medications, this states that the medication has
been Documented in the patients EMR.
•
Order Detail: This contains the same information found by clicking
the Details link in the Details column.
How Do I Access Medications?
1. Before beginning, make sure the appropriate patient is displayed in the
Patient List on the screen.
Page 42
•
If you need assistance with this, review the Performing Searches
chapter, beginning on page 12.
•
tab instead, if you are already inside the
Click the Meds
patient’s record, in another location.
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Viewing Clinical Information (Cont.)
2. Click the Meds link in the patient’s row on the list.
•
The Kaleida Ordered Medications table and the Home
Medications table displays.
Ordered Medications
Home Medications
3. Review the information as necessary by using the scroll bar on the right.
•
Details can be viewed by either reading the last column, or clicking
the Details link in the Details column.
4. Optional: To view another area, click the desired tab at the top of the
InfoClique window.
5. Optional: To perform a new search, click the Main
tab.
if you wish to exit, click the Exit
InfoClique Physician Manual
tab. Otherwise,
Page 43
Notes
Account Maintenance
The Account Maintenance provides several methods to help maintain your Info
Clique Account. The section is located at the bottom of the Main page. This
chapter provides you with instructions how to use each of the available features.
Edit My Coverage Group
In the event that you are covering for another physician, you have the capability
to add another physician’s patients to your Covered Patients list. This is done
by adding the physician to the Physicians in Coverage Group.
Add a Physician
1. Before beginning, make sure you have signed into Info Clique and are on
the Main page.
•
If you need assistance with this, see page 6.
2. Scroll to the bottom of the Main page and locate the Account
Maintenance Section.
3. Click the first link, Edit My Coverage Group.
•
Edit Coverage Group displays
4. Click the appropriate add button based on the physicians last name that
you wish to add.
Page 44
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Account Maintenance (Cont.)
•
For example, to add Dr. White, click the Add Dr. S-Z button.
5. The Physician List displays a listing of physicians whose last name fall
within the button group that was selected.
6. Click to select the appropriate physician.
7. Click the Add button.
•
A message displays stating the Doctor was added to the coverage
group.
8. Click the Quit button.
•
The physician now displays in the Physician Coverage Group
setting.
Remove a Physician
1. Follow steps 1-3 of the previous exercise (Adding a Physician).
•
The physician is displayed in the Physicians in Coverage Group
section.
In order to remove a
physician from your
Coverage Group, simply
click their name in the
list and the physician
will automatically be
removed.
2. To remove the Physician from the coverage group click the Physicians
name in the Physicians in Coverage Group.
InfoClique Physician Manual
Page 45
Notes
Account Maintenance (Cont.)
View who has Accessed my (Atn Dr) Patients
This link will display a list of individuals who are viewing the Attending Physicians
patients. You can authorize individual records or you can authorize all records to
be viewed by making the appropriate selections.
1. Before beginning, make sure you have signed into Info Clique and are on
the Main page.
•
If you need assistance with this, see page 6.
2. Scroll to the bottom of the Main page and locate the Account
Maintenance Section.
3. Click the second link, View who has accessed my (Atn Dr) patients.
•
A listing of individuals displays.
•
These users are organized by color category.
4. Optional: To authorize the users to view the records click the checkbox
in the corresponding row of the user. To authorize all users, click the
button at the end of the list.
Page 46
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Account Maintenance (Cont.)
View who has Accessed my Practice Group Patients
This link will display a list of individuals who are viewing the Practice Group
patients. You can authorize individual records or you can authorize all records to
be viewed by making the appropriate selections.
1. Before beginning, make sure you have signed into InfoClique and are on
the Main page.
•
If you need assistance with this, see page 6.
2. Scroll to the bottom of the Main page and locate the Account
Maintenance Section.
3. Click the third link, View who has accessed my Practice Group
patients.
•
A listing of individuals displays.
•
These users are organized by color category.
4. Optional: To authorize the users to view the records click the checkbox
in the corresponding row of the user. To authorize all users, click the
button at the end of the list.
InfoClique Physician Manual
Page 47
Notes
Account Maintenance (Cont.)
View My Practice Group and Support Staff
This link will display a list of individuals who are a member of your practice group.
You can authorize individual records or you can authorize all records to be
viewed by making the appropriate selections.
1. Before beginning, make sure you have signed into InfoClique and are on
the Main page.
•
If you need assistance with this, see page 6.
2. Scroll to the bottom of the Main page and locate the Account
Maintenance Section.
3. Click the fourth link, View who has accessed my Practice Group
patients.
•
A listing of individuals displays.
•
These users are organized by color category.
4. Optional: To add or remove members of your group submit an email
request to [email protected] containing the individuals that
you need to add or remove.
Page 48
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Account Maintenance (Cont.)
Change Your Password
This is the area you will need to go in the event you need to change your
password.
Password Policy:
Passwords are case-sensitive, can range from 7 to 128 characters and MUST
contain at least 3 of the 4 following categories:
•
Uppercase letters (A to Z)
•
Lowercase letters (a to z)
•
Numbers (0 to 9)
•
Non-alphanumeric ("special") characters ([email protected]#&$, etc.)
1. Before beginning, make sure you have signed into InfoClique and are on
the Main page.
•
If you need assistance with this, see page 6.
2. Scroll to the bottom of the Main page and locate the Account
Maintenance Section.
3. Click the fifth link, Change Password.
InfoClique Physician Manual
Page 49
Notes
Account Maintenance (Cont.)
•
The InfoClique Change Password screen displays.
4. Type your old password in the Old Password field.
5. Press the Tab key on your keyboard.
6. Type your new password in the New Password field.
7. Retype your new password in the New Password Verification field.
8. Click the Submit button.
9. Your password has been successfully changed.
•
Page 50
If you are internal to Kaleida Health, you also have the capability of
changing your password globally by using KPass (not shown in this
manual.)
InfoClique Physician Manual
Revision Date: 03/02/2010
Notes
Security Request Form
The Security Request Form is available on the following page as a convenience
to you. Fill out the form and fax it to IS&T Security Service at 859-8676.
InfoClique Physician Manual
Page 51
Access Request Form
For those without access to the eAccess system on KaleidaScope
The Access Request Security Policy portion of this form must be read, understood and signed by the requestor. Fax the
completed and signed form to the IS&T Security Service at 859-8676. A request for access will not be granted if the
request is not job related or conflicts with Kaleida Health’s Access Request Security Policy.
 InfoClique  PowerChart  PACS  VPN
 InfoClique  PowerChart  PACS  VPN
I would like access to: I will need training for: User Information
Staff
(To be completed by person requiring access)
Kaleida Health Employee?
 Physician  Physician Support
 Yes  No Name:
Last Name
First Name
Middle Initial
Last 3 Digits of SS #
Day Time Phone Number
Extension
 Sole Practitioner
 Practice Group - Practice Name:
Members of Practice Group:
Office Phone Number
Extension
(or attach preprinted list)
Fax Number (required)
Street Address
Email Address (if applicable)
City/Town/State
Question to assure identity in case of forgotten password:
Zip
(ie. Mother’s maiden name, color of house, etc.)
Answer to above question:
Authorization:
(If Physician Support Staff, please complete sponsor information for Responsible Physician)
Physician’s Name:
Please Print Clearly
Day Time Phone Number
Last Name
Extension
First Name
Middle Initial
Physician Signature:
Remote Access:
If you do not have an internet service provider to get to https://infoclique.com,
you may sign up for a direct dial-up connection to Kaleida Health’s InfoClique server.
 I have an internet service provider
 I have a wireless service provider & device
 I need a dial-up connection via a modem  I need a wireless service provider &/or device
I have read and understand the policy as stated on the back of this document.
Print Name
Date
Signature
Revision Date: 03/02/2010
Access Policy
1.
Information Security
Access to Kaleida Health’s information systems are subject to the Kaleida Health Corporate Information System Access Request Security
Policy (Policy # IS.2). It is the policy of KALEIDA Health to protect its information assets and to allow the use, access, and disclosure of such
information only in accordance with its interests and applicable laws and regulations. It is KALEIDA Health’s legal and ethical obligation to
protect the confidentiality of patient information. The purpose of this document is to establish the user’s responsibility for safeguarding its
computer hardware, software, and information assets in whatever form, such as but not limited to printed, audio, video, electronic, and oral
communications. Information assets may be defined as any information within KALEIDA Health’s purview, including information, which it
may not own but which is governed by laws and regulations to which it can be held accountable. The use of any information must comply
with KALEIDA Health Policies and must comply with all federal and state or local laws and regulations including, but not limited to, HIPAA
Security and Privacy regulations.
Access to any of KALEIDA Health’s systems is granted on a need-to-know basis. To accomplish this a user may be issued specific and confidential
computer system ID’s and/or passwords. These access identification codes may not be shared, disclosed or utilized by any other individual,
inside or outside of KALEIDA Health, including staff or people claiming to be staff of the Information System and Technology Division.
All printed information, as well as data storage media, including, but not limited to, microfiche, optical and magnetic storage media, is
considered the property of KALEIDA Health and is considered confidential matter. As such, this information shall not be shared, distributed,
or stored in a careless manner.
The use of a computer or computer services without the permission of, or in excess of the permission of the owner or leaser, is prohibited
by the Penal Law of the State of New York. The use of the KALEIDA Health’s network and/or computer systems for non-business purposes,
or for personal gain, is prohibited. Users are required to preserve the security and confidentiality of any information assessable through
the computer or network. Users are required to use all necessary and appropriate safeguards to prevent unauthorized use or disclosure of
information they have access to. Users are permitted only to utilize or access information necessary for performance of their job. Use of
technology can and will be monitored, thus limiting the potential for abuse.
Users and department heads are responsible for notifying IS&T Security Services in the event of any change in user’s responsibilities or the
termination of user’s services.
Intellectual Property Infringement
Copyright, trademark and patent infringement is strictly prohibited. The federal Copyright Act extends to much of what is transmitted over
computer networks, such as text, pictures, music and software. Since copyright infringement is a strict liability crime, intent to infringe is
not required.
KALEIDA Health has purchased the right to use software on personal computers that is protected by federal copyright laws. At no time
may this software be copied for use on a personal computer other than the one for which it was originally intended. Additionally, parts of
MS-Office Professional and other “suites” can not be split across multiple PC’s.
Only software purchased or authorized by KALEIDA Health may be used on its computers. Software brought in from outside or
downloaded from the Internet, may not be used without approval from the Information Systems and Technology Division, due to licensing
issues, the potential exposure to computer viruses and the potential impact on the computer network. KALEIDA Health has the right to
monitor for compliance at any time and without prior notification.
Electronic Signature
Electronic Signatures are allowed for individuals with appropriate security levels in specific systems and/or application modules. For legal
and medical reasons, the user of these systems must adhere to the security criteria setup to support and maintain the authentication of
the electronic signature. The user must agree in writing to the fact that the “Electronic Signature” may be used instead of the traditional
hand signature and must not be shared with anyone else.
2.
Electronic Mail
The usage of Electronic Mail system is subject to the terms and conditions in the Corporate Information System Email Policy and
Procedures (Policy # IS.4) The Electronic mail system is the property of KALEIDA Health and as such may be subject to disclosure for
both business and legal purposes. Access to Kaleida Health’s e-mail system is granted solely for the clinical and business purposes. All
messages composed, sent or received on this system are and remain the property of the organization. KALEIDA Health prohibits it to
be used in any manner that would be disruptive to the operation or offensive to others. Any employee who receives sexually explicit
or personally offensive materials electronically should report this to his or her supervisor and the Information Systems and Technology
Division immediately. The use of electronic mail for transmission of information disparaging to others, for promotion of political causes
or for personal gain is prohibited. KALEIDA Health has the ability and right to monitor electronic mail at any time and without prior
notification.
3.
Internet Usage
Internet usage is subject to the terms and conditions in the Corporate Information System Internet Access Policy and Procedures (Policy
# IS.5) The Internet is an international network of networks that connects businesses, government agencies, universities and individuals.
It is considered a public network that poses additional risks to confidential information if proper precautions are not taken. For example,
patient information transmitted via e-mail may be intercepted and disclosed without the knowledge of either the sender or receiver. For
this reason it is recommended that all confidential information sent over the Internet be encrypted. As such the Internet can be an
important professional tool.
Internet communications that are not authorized to represent the organization’s opinions should convey this fact within the body of the
communication. Such language should convey the fact the user’s opinions are not to be attributed to the organization.
While recognizing that the Internet contains hundreds of thousands of sites with potentially useful information, it’s also obvious that it
contains thousands of sites containing material, which is offensive, obscene or illegal. Visiting, viewing or downloading material from any Web
site containing pornographic, sexist, racist, illegal material or material which is offensive in any way is strictly prohibited. KALEIDA Health
has the ability and right to monitor Internet traffic at any time and without prior notification.
Breaches of information security, intellectual property, Internet usage, electronic mail and electronic signatures including the sharing of access codes,
identifications, or passwords, or wrongful access to the KALEIDA Health network or systems connected to that network, are viewed as serious
violations. Users violating this policy will be subject to disciplinary action, which may include but is not limited to termination of access to the system
and termination of employment. Violators are also subject to civil or criminal liability.
F009.pdf rev020810 BVD
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