Cisco Extended Care 1.0 Site
Administration Guide
November 19, 2013
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Text Part Number: OL-30232-01
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Cisco Extended Care 1.0 Site Administration Guide
© 2013 Cisco Systems, Inc. All rights reserved.
CONTENTS
CHAPTER
1
Introducing Cisco Extended Care
1-1
About This Site Administration Guide 1-2
Site Administration Audience 1-2
Site Administration Scope 1-2
An Overview of Cisco Extended Care
Understanding User Roles
1-2
1-2
A Sample Workflow 1-3
The Patient Begins the Appointment
The Provider Joins In 1-3
The Consultation Begins 1-3
The Appointment Ends 1-3
CHAPTER
2
Getting Started as Site Administrator
Site Administrator Tasks
1-3
2-1
2-1
Things the Site Administrator Should Know 2-2
About Authentication 2-2
Dedicated (Cisco Extended Care) Authentication
External Authentication 2-2
Mixed Authentication 2-3
About Your User Account 2-3
About the Security Option Defaults 2-3
Forced Password Change 2-4
Account Inactivity 2-4
Strong Passwords 2-4
Password Expiration 2-4
Password Reuse 2-4
User lockout 2-4
Naming Conventions 2-4
Cisco Provider Group Names 2-5
2-2
Getting Started 2-5
Logging In to Cisco Extended Care as Site Administrator
Changing Your Password 2-6
Locking and Unlocking the Application 2-6
Lock the Application When You Leave 2-7
2-5
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Contents
Unlock the Application When You Return
Logging Out of the Application 2-8
CHAPTER
3
Site Administration Tasks
2-7
3-1
Getting Started 3-2
Site Administrator Tasks
3-2
Adding a New User Provider Account
Deleting a User Account
3-5
Enabling a User Account
3-5
Updating a User Account
3-6
Unlocking a User Account
3-3
3-8
Configuring Provider Groups 3-9
General Characteristics 3-9
Provider Group Naming Considerations
Adding Provider Groups 3-9
Updating Provider Groups 3-11
Deleting Provider Groups 3-11
Scheduling Working Hours For a Provider
3-9
3-12
Configuring Patient Groups 3-14
General Characteristics 3-14
Patient Group Naming Considerations
Adding Patient Groups 3-14
Updating Patient Groups 3-15
Deleting Patient Groups 3-16
3-14
Configuring Questionnaires 3-17
General Characteristics 3-17
Questionnaire Naming Considerations 3-17
Adding Questionnaires 3-17
Questionnaires Actions Links Task 3-19
Updating Questionnaires 3-19
Deleting Questionnaires 3-19
Configuring Readings 3-20
General Characteristics 3-20
Readings Naming Considerations 3-20
Configuring Readings Overview 3-21
Connector Administration 3-21
Site Administration Reading Configuration
Adding Reading 3-24
3-22
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Updating Reading 3-26
Deleting Reading 3-27
Enabling a New Patient Account
3-28
Updating a Patient Account
3-30
Disabling a Patient Account
3-31
Unlocking a Patient Account
3-31
Configuring Contents 3-32
General Characteristics 3-32
Content Naming Considerations
Adding Content 3-32
Updating Content 3-34
Deleting Content 3-35
CHAPTER
4
Troubleshooting User Problems
Problem with Login or Password
Contact Support
APPENDIX
A
3-32
4-1
4-1
4-2
Software Compatibility
Browser Compatibility
A-1
A-1
GLOSSARY
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CH A P T E R
1
Introducing Cisco Extended Care
Revised: November 19, 2013, OL-30232-01
This introduction explains the audience, purpose, and scope of this site administration guide. It provides
an overview of Cisco Extended Care, and then describes the users and their workflow.
Topics in this chapter include:
•
About This Site Administration Guide
– Site Administration Audience
– Site Administration Scope
•
An Overview of Cisco Extended Care
•
The Importance of User Roles
•
A Sample Workflow
– The Patient Begins the Appointment
– The Provider Joins In
– The Consultation Begins
– The Appointment Ends
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Chapter 1
Introducing Cisco Extended Care
About This Site Administration Guide
About This Site Administration Guide
This section describes this guide, and explains who should use it, what it includes, and what it doesn’t
include.
Site Administration Audience
This Administration Guide is for the user who is responsible for maintaining the user accounts on the
Cisco Extended Care. At some sites, more than one person may have this responsibility. This user role
is called “Site Administrator,” or “Site Admin,” for short. It has a special, unique type of user account.
Site Administration Scope
This guide provides an overview of the Cisco Extended Care, and explains the tasks appropriate for the
Site Administrator as described in Site Administrator Tasks, page 2-1. There is also a rudimentary
troubleshooting section so that the Site Administrator can handle simple user issues.
An Overview of Cisco Extended Care
Cisco Extended Care is a personal health and wellness collaboration platform, enabling patient
engagement and care team interactions at any time and from anywhere.
The solution provides:
•
Enhanced and efficient care coordination
•
Secure messaging
•
Appointment calendar and scheduling
•
Ability to access questionnaires
•
Real time video collaboration
•
Anywhere access to care team consults
•
Personalized content sharing
•
Video platform to drive health and wellness awareness and education
•
Open APIs to enable third party applications and environments
Understanding User Roles
Cisco Extended Care user accounts are configured so that users with a particular role (or roles) see only
the screens and options appropriate to that user role. Any given user can have from one to five roles. It
is the responsibility of the Site Administrator to assign and maintain these user accounts.
The five different user roles are listed in Table 1-1. The roles are ranked in the order shown in the table.
For example, someone with both a Provider and Site Administrator role would default to the Provider,
which is higher up on the list.
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Introducing Cisco Extended Care
A Sample Workflow
Table 1-1
Three Possible User Roles
User Role
Primary Screen
Provider
The care provider who evaluates the patient medical information.
Patient
The user who seeks a provider for a consultation.
Presenter
The person who initiates the conference begins with the Start Conference screen.
Participant
A person who joins a conference begins with the Enter Conference screen.
Site Administrator
The person who maintains user accounts on the application.
A Sample Workflow
This section provides a summary of a typical consultation session. Think of this section as an executive
summary. If you want to know more about these functions, see the Cisco Extended Care 1.0 User Guide
for Provider and Cisco Extended Care 1.0 User Guide for Patient.
The Patient Begins the Appointment
Step 1
The Patient logs into Cisco Extended Care using username and password.
Step 2
The Patient has secure access to Calendar, Messages, Education, Historic Wellness Readings, and
Questionnaires links.
Step 3
The Patient can start either scheduled or an unscheduled appointment that alerts the Provider that this
consultation can begin. This appointment appears on the Provider’s Ready Appointments list.
The Provider Joins In
Step 4
A Provider logs in, and sees a list of all the “ready” appointments.
Step 5
A Provider clicks the appointment he or she wants to join. The appropriate appointment screen displays.
The Consultation Begins
Step 6
The Provider conducts the appointment.
Step 7
The Provider evaluates the historic wellness readings and the questionnaires while communicating with
the patient.
The Appointment Ends
Step 8
The Provider exits the appointment.
Step 9
The Provider does any necessary post-appointment work, such as saving or printing the patient
information.
Step 10
The Patient ends the appointment.
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Chapter 1
Introducing Cisco Extended Care
A Sample Workflow
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CH A P T E R
2
Getting Started as Site Administrator
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This chapter includes information that enables a Site Administrator to make better-informed
configuration decisions. It also enables the Site Administrator to assist end users if they have trouble
accessing the application.
Topics in this chapter include:
•
Site Administrator Tasks
•
Things the Site Administrator Should Know
– About Authentication Types
– About Security Option Defaults
– About Naming Conventions
•
Getting Started
–
–
–
–
Logging In as Site Administrator
Changing Your Password
Locking and Unlocking the Application
Logging Out of the Application
Site Administrator Tasks
The Site Administrator tasks vary based on which options are configured in Cisco Extended Care. The
following list of tasks is a complete list, but the tasks required at your site may be a subset of these tasks.
•
Add users to the application
•
Enable (externally-authenticated) users to access the application
•
Update user accounts
•
Delete user accounts
•
Disable (externally-authenticated) users from accessing the application
•
Unlock user accounts
•
Add Provider and Patient Groups
•
Update Provider and Patient Groups
•
Delete Provider and Patient Groups
•
Scheduling Provider Groups
•
Add Questionnaires, Reading Configurations, and Contents
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Things the Site Administrator Should Know
•
Update Questionnaires, Reading Configurations, and Contents
•
Delete Questionnaires, Reading Configurations, and Contents
Things the Site Administrator Should Know
This section provides background information that will help you understand how to best perform the Site
Administration Tasks.
This section describes:
•
Authentication – Determines who has access to the application.
•
Your User Account – How and why it is unique.
•
Security Options – Allow you to maintain the integrity of the application that you set up.
•
Naming Conventions – Enable you to organize the user accounts or Provider Groups in a logical
way.
About Authentication
Cisco Extended Care uses three types of authentication. Depending on the authentication used, the Site
Administrator Tasks vary. The authentication configuration is done during server installation and can
also be done by the Cisco Application Server Administrator. This section is merely informational in
nature.
Dedicated (Cisco Extended Care) Authentication
With this type of authentication, all usernames, passwords, and user attributes are stored in a dedicated
Cisco Extended Care database. When using dedicated authentication, the Site Administrator (or Cisco
Application Server Administrator) does the following tasks:
•
Add users
•
Update users
•
Delete users
•
Unlock users
External Authentication
Cisco Extended Care supports authentication of user names using an external directory. Two types of
directories are supported:
•
Directories that supports the Lightweight Directory Access Protocol (LDAP)1. This type of
authentication allows a single user name and password to be used for access to Cisco Extended Care.
When users change their passwords on the external directory, the same password works for access
to Cisco Extended Care.
•
Directories that support the Connector based Authentication. This connector allows third party
applications and Cisco Extended Care to use a common (non-LDAP) directory to authenticate users.
1. LDAP is an Internet protocol used to look up encryption certificates and other directory-like
information on a network.
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Things the Site Administrator Should Know
If your site uses external authentication, users are authenticated against an external directory. However,
attributes that are specific to Cisco Extended Care are stored in a dedicated database.
When using external authentication, the Site Administrator does the following tasks:
•
Enable users
•
Update users
•
Disable users
Mixed Authentication
With this type of authentication, users can be authenticated against either the dedicated Cisco Extended
Care database or an external directory.
When using mixed authentication, the Site Administrator does the following tasks:
•
Enable users (if the user should be authenticated against the dedicated Cisco Extended Care
database or external directory)
•
Delete users (if the user was Added)
•
Disable users (if the user was Enabled)
•
Update users
•
Unlock users (if the user should be authenticated against the dedicated Cisco Extended Care
database)
About Your User Account
As a security precaution, the Site Administrator account is always authenticated against the local Cisco
database, regardless of the type of authentication used for other user accounts. This account is also not
locked out for account inactivity.
About the Security Option Defaults
The Security Options described here are available to sites that use the Dedicated Authentication type and
the Mixed Authentication type. How these options are implemented is determined when the Cisco
Extended Care software is installed. The Site Administrator cannot change these settings (but the Cisco
Extended Care Server Administrator can). They are described here so that you can answer questions
from the users, if necessary.
These are the options and their default settings:
•
Forced Password Change – Required with first log in.
•
Account Inactivity – Disable or Lock out after ninety days.
•
Strong Passwords – Configurable minimum number of characters or types of symbols.
•
Password Expiration – After ninety days.
•
Password Reuse – Checks last four passwords.
•
User Lockout – After six unsuccessful attempts.
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Things the Site Administrator Should Know
Forced Password Change
By default, when a new user account is created or when the password is changed by the Site
Administrator, the user must change the account password the first time that he or she logs into the
application. This feature can be turned off.
Account Inactivity
By default, accounts that have been inactive for ninety days will be automatically disabled. The Site
Administrator must unlock the account before it can be used. This feature can be turned off, and the
inactivity time can be configured when the application is installed. This policy is not applied to the Site
Admin account.
Strong Passwords
By default, passwords must be at least seven characters long, and must include at least two character
types (upper case, lower case, numbers, symbols). This policy can be turned off, and the minimum length
and minimum number of characters types can be configured.
Password Expiration
By default, passwords will expire and have to be changed after ninety days. This feature can be turned
off, and the expiration time can be configured.
Password Reuse
By default, the application saves four old passwords, and does not allow the user to use them again. This
feature can be turned off, and the number of saved passwords can be configured.
User lockout
By default, after six unsuccessful login attempts an account will be locked. The Site Administrator can
unlock these accounts. This policy can be turned off, and the number of unsuccessful login attempts can
be configured.
Naming Conventions
The Cisco Extended Care usernames, display names and passwords can be up to thirty characters long.
Usernames can include letters, numbers, hyphens, and underscores. Display name and passwords can
have any characters, numerals, special characters, and any other keyboard character. Usernames and
Passwords are case-sensitive.
The precise requirements at your site will depend on what choices were made when your application was
installed. (See “About the Security Option Defaults” on page 2-3).
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Getting Started
Tip
When assigning usernames, you will need to strike a balance regarding the length of the name. You will
need to consider the size of your organization and be sure to use enough characters to insure that each
username is unique. But, you do not want to create lengthy usernames, as the medical professionals often
log in several times daily, and they will not appreciate having huge strings of characters to type.
Cisco Provider Group Names
The Cisco Provider Group names can be up to thirty characters long and can include letters, numbers,
dashes, and underscores. Provider Group names are not case sensitive; however, the application will not
allow you to use two names that differ only in that one is capitalized and one is not.
Getting Started
Most of the instructions here apply to all types of users, yourself included. Special notes have been
inserted when the information is pertinent to the Site Administrator only. If you want to know exactly
what the users know about using the application, refer to the Cisco Extended Care 1.0 User Guide for
Patient and the Cisco Extended Care 1.0 User Guide for Provider. You can also, if appropriate, refer a
user to those manuals.
Logging In to Cisco Extended Care as Site Administrator
Step 1
Open a browser window and enter https://[IP_address_extended_care_server]/provider/
Figure 2-1
Note
The Cisco Extended Care Site Administrator Login Screen
Refer to the Appendix A, “Browser Compatibility” for a list of browsers and their level of support in
Cisco Extended Care.
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Getting Started
Step 2
Note
Log in using the default login values.
•
Username = siteadmin
•
Password = csc0123
Note for the Site Administrator: You will be responsible for assigning the username and the first
password. Each user will later supply his or her own password. Passwords for LDAP/Connector based
users are not entered by Site Administrator.
Changing Your Password
To manage your own account, you should change the password so that it is no longer the password
supplied for the Site Administrator when your application was installed.
If you see a Change Password link at the top right of your screen (shown in Figure 2-3), your user
account is authenticated by Cisco Extended Care. You can change your password with these steps.
Step 1
Click Change Password at the top right of the screen.
You see a screen such as the one in Figure 2-2.
Figure 2-2
The Change Password Dialog Box
Step 2
Fill in the old and new passwords in the boxes provided.
Step 3
Click OK.
Locking and Unlocking the Application
You should be careful to lock the application before you leave. This prevents unauthorized access. You
can unlock the application, returning to the same window, when you come back.
Warning
If you do not lock the application, and you leave it unattended for a certain length of time (determined
when the Cisco Extended Care was configured), the software will log you out automatically. However,
while the screen is locked, automatic logout does not apply.
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Getting Started
Lock the Application When You Leave
To lock the application:
Step 1
Click Lock at the top right of the screen (shown on the left in Figure 2-3).
Step 2
In the Lock confirmation message dialog box (shown in the center of Figure 2-3), click Yes.
The Unlock window displays. It contains your Username and a place for your Password. (A portion
of this screen is shown at the right in Figure 2-3.)
Unlock the Application When You Return
To unlock the application, type in your Password (your username will already be entered), and click
Unlock.
Tip
Keep in mind that while you are gone another user can type over your name, and log into the application.
If that happens, you will be automatically logged out.
Figure 2-3
Locking and Unlocking the Application
Change Password Link
Lock Link
Unlock
Logout Link
Lock Confirmation Message
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Logging Out of the Application
You should log out of the application:
•
At the end of the day.
•
If you will be gone for some time.
To log out:
Step 1
Click Logout at the top right of the window (shown in Figure 2-3).
You see the confirmation message shown in Figure 2-4.
Step 2
Click Yes.
Figure 2-4
Logout Message
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CH A P T E R
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Site Administration Tasks
Revised: November 19, 2013, OL-30232-01
This chapter describes the tasks performed by the Cisco Extended Care Site Administrator. (At some
sites, more than one person may have this role.) The tasks listed here depend on the type of
authentication used at your installation.
Topics in this chapter include:
•
Getting Started
•
Adding a User
•
Deleting a User
•
Enabling a User
•
Updating a User
•
Unlocking a User
•
Configuring Provider Groups
•
Adding Provider Group
•
Updating Provider Group
•
Deleting Provider Group
•
Scheduling Provider Groups
•
Configuring Patient Groups
•
Adding Patient Groups
•
Updating Patient Groups
•
Deleting Patient Groups
•
Configuring Questionnaires
•
Configuring Reading
•
Enabling a New Patient Account
•
Updating a Patient Account
•
Disabling a Patient Account
•
Unlocking a Patient Account
•
Configuring Contents
•
Adding Contents
•
Updating Contents
•
Deleting Contents
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Site Administration Tasks
Getting Started
As described in About Authentication, page 2-2, the tasks that need to be completed depend on the
authentication used.
Getting Started
After you enter your password, you will see the Users window as shown in Figure 3-1. This is the
starting point for all of your administrative tasks.
Figure 3-1
Users
Site Administrator Tasks
The main Site Administrator tasks are initiated by clicking on the links at the top of any Site
Administrator Window. These links are described in Table 3-1. Additional tasks can be performed by
clicking on the context-dependant active buttons at the bottom of the screen. This chapter describes how
to do each of these tasks.
Table 3-1
Main Site Administrator Links
Link
Use
Users
Click this link to display a list of users.
Provider Groups
Click this link to list configured Provider Groups. This link is present only if Provider
Groups are enabled for this installation.
Patient Groups
Click this link to list configured Patient Groups. This link is present only if Patient Groups
are enabled for this installation.
Questionnaires
Click this link to list configured Questionnaires. This link allows to Add, Update and
Delete Questionnaires.
Reading Configurations
Click this link to list configured Readings. This link allows to Add, Update and Delete
Reading Configurations.
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Adding a New User Provider Account
Link
Use
Patients
Click this link to display a list of patients.
Contents
Click this link to list configured Contents. This link allows to Add, Update and Delete
Contents.
Adding a New User Provider Account
Note
Users can be Added to Cisco Extended Care in either mixed authentication mode or if they are to be
authenticated against the dedicated Cisco Extended Care database. With mixed authentication mode,
users can either be added or enabled. See About Authentication, page 2-2 for more information.
To add a new user to the application (note that you can also create a new user Provider account from an
external EMR):
Step 1
Click the Add User link.
The application displays the Add User window (see Figure 3-2).
Step 2
Complete the type-in fields as defined in Table 3-2.
Step 3
Click the check box for the Provider Role.
Step 4
Click the appropriate radio button to indicate Active or Inactive status.
Step 5
Click the check box(es) for Provider Group(s).
Step 6
Click the Endpoint from the available endpoints and click the right arrow to move the endpoint to the
selected endpoints list. Repeat the endpoint selection if you have more than one endpoint configured for
your installation.
Step 7
Click the Default Endpoint drop down list and choose the default endpoint.
Step 8
When you have finished, click Add.
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Adding a New User Provider Account
Figure 3-2
Table 3-2
Add User
User Fields On the List Users
Field
Meaning
Username
The name that you have assigned to the user.
Password
You assign the first password for each user. The user then changes the password.
Confirm
Password
You are required to retype the password that you assigned.
Display Name
The name that is displayed in the participant window. When entering the Display name,
remember that the name may be visible to the patient.
Last Name
This is the last name of the user. It is used for sorting lists of users.
Speciality
This is the physicians speciality. The Patient may want to know the Provider Specialty, so this
field, while not required, should be completed.
External Id
You can set the External Id for user who has been enabled from external LDAP/Connector.
Notification
Address
If set, this will allow email notifications to be sent to the Provider, alerting the Provider that a
Patient is ready for an ad hoc appointment. The smtp email server must be configured while
logged in as Cisco Extended Care server administrator.
Role
There are three possible roles that you can assign to any given user. For definitions of these
roles see “Understanding User Roles” on page 1-2.
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Deleting a User Account
Field
Meaning
Status
You can assign a status of Active or Inactive to any account. For example, if you want to create
a number of user accounts for later use, you can make them inactive until they are needed. Or,
if you have training user accounts or other types of temporary user accounts, you can make
them inactive when they are not needed, and active when they are needed.
Provider Groups
Select the desired provider group or groups.
Endpoint
Selection
You can select the endpoints from the available endpoints list. For example, if you have more
than one endpoint configured for your installation, you can select them from the endpoints list.
Default Endpoint
You can select the default endpoint from the selected endpoints list.
Deleting a User Account
To delete a user account:
Step 1
On the Users window (Figure 3-1), find the name of the user that you want to delete.
Step 2
Click the Remove button at the bottom of the screen.
The application displays the Remove confirmation dialog box (see Figure 3-3).
Step 3
Click Yes.
Figure 3-3
Remove User Confirmation Message
Enabling a User Account
Note
Users can be Enabled to use Cisco Extended Care in either mixed authentication mode or if they are to
be authenticated against an external application. See About Authentication, page 2-2 for more
information.
To enable a new user on the application:
Step 1
Click the Enable button.
The application displays the Enable User window (see Figure 3-4).
Step 2
Type in the Username as it appears in the external directory.
Step 3
Complete the type-in fields as defined in Table 3-2.
Step 4
Click the check box for the Provider Role.
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Updating a User Account
Step 5
Click the appropriate radio button to indicate Active or Inactive status (see Table 3-2 on page 3-4).
Step 6
Click the check box(es) for Provider Group(s). These options are dimmed if the Provider check box is
not checked.
Step 7
Click the Endpoint from the available endpoints and click the right arrow to move the endpoint to the
selected endpoints list. Repeat the endpoint selection if you have more than one endpoint configured for
your installation.
Step 8
Click the Default Endpoint drop down list and choose the default endpoint.
Step 9
When you have finished, click Enable.
Figure 3-4
Enable User
Updating a User Account
All user accounts can be updated, whether they were added or enabled. If they were added, there are
more fields for you to fill in.
If the user was added, that means their user name is authenticated against a dedicated Cisco Extended
Care database and the Update window appears as shown in Figure 3-5 on page 3-7.
If the user was enabled, that means their user name is authenticated against an external directory, and
therefore there are fewer fields that can be changed within Cisco Extended Care. The Update window
for a user who was enabled appears as shown in Figure 3-6 on page 3-7.
To update a user account, do the following:
Step 1
On the Users window, click the name of the user that you want to update.
The application displays the Update User window (either Figure 3-5 or Figure 3-6).
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Updating a User Account
Figure 3-5
Updating a Dedicated Database User
Figure 3-6
Updating an External Directory User
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Unlocking a User Account
Step 2
Make the required changes.
Step 3
When you have finished, click Update.
Unlocking a User Account
If an user account is locked due to account inactivity or because of failed login attempts, the entry in the
Users window will be in italics, the status will show Locked, and there will be an Unlock action available
in the Action column.
Note
This option is only available if the user account is authenticated against the Cisco Extended Care
database (that is, this user account was Added.) Cisco Extended Care cannot lock a user account that is
authenticated against an external directory.
To unlock a user account:
Tip
1.
In the Users window (Figure 3-7), find the name of the user whose account is locked.
2.
Click Unlock in the Actions column on the right (Figure 3-7).
3.
Click Yes in the Confirmation dialog box.
For a list of the messages displayed to users, see “Problem with Login or Password” on page 4-1
Figure 3-7
Unlock User Account
Unlock
Action
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Site Administration Tasks
Configuring Provider Groups
Configuring Provider Groups
General Characteristics
If your site is using Provider Groups, you can do one of the following:
•
Add Provider Groups and then add or enable the Providers. In this case, as you add or enable a
Provider, you check the Provider Group(s) to which this Provider will be assigned. This may be the
easier approach if you have a short list of Provider Groups but a large number of Providers.
•
Add Providers and then add a Provider Group. In this case, when you add the Provider Groups, you
will check all the Providers that you want assigned to this Provider Group. This is useful if you are
upgrading from a prior release and your Providers are already added or enabled.
Provider Group Naming Considerations
There are several ways you can use Provider Groups, and as a result, considerations for naming the
Provider groups. Some possible considerations are described below:
•
Specialty: If you are using Provider Group names, then the Provider Group names might indicate
the specialty.
•
Practice or Location: You can also use Provider Group names to enable you to request Providers
in a specific physical location or practice, in which case the location or practice should be included
in the Provider Group name.
•
Language: You may want a language-based queue, so that patients can be seen by a Provider who
speaks their native language. The Provider Group name should clearly list the language.
•
On Call: Finally, you may also want a provider group that includes all the general practitioners who
are available to take ad hoc appointments, simply to minimize the time it takes for drop-ins to be
seen and/or to maximize Provider productivity.
Adding Provider Groups
To add Provider Groups, do the following:
Step 1
Click Provider Groups from the options on the Site Administrator window
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Figure 3-8
Provider Groups
Step 2
Click Add.
Step 3
Enter the Provider Group name and Description. If your providers are already configured in Cisco
Extended Care, check the box next to every Provider that will be part of this Provider Group as shown
in Figure 3-9.
Step 4
Click Add.
Figure 3-9
Add Provider Group
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Configuring Provider Groups
Updating Provider Groups
To update a provider group, do the following:
Step 1
Click Provider Group from the options on the Site Administrator window. The Provider Groups
Window displays as shown in Figure 3-8.
Step 2
Click the name of the Provider Group you wish to update. The Update Provider Group Window displays
as shown in Figure 3-10.
Figure 3-10
Update Provider Group
Step 3
Check Providers to add them to the Provider Group. Uncheck Providers to delete them from the Provider
group.
Step 4
Click Update.
Deleting Provider Groups
To delete a provider group, do the following:
Step 1
Click Provider Groups from the options on the Site Administrator window. Select the checkbox next to
the Provider Group and click Delete.
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Scheduling Working Hours For a Provider
Figure 3-11
Step 2
Note
Delete Provider Group
When asked for confirmation, click Yes.
Deleting a provider group does not delete the providers.
Scheduling Working Hours For a Provider
Note
It is mandatory to schedule working hours for the providers.
When a Patient tries to make a quick-connect ad hoc appointment, a notification goes out to all Providers
scheduled at that time. Follow the directions here to schedule a group of providers.
Step 1
Click on the Provider Groups link.
Step 2
In the Provider Groups Window, find the Provider Group containing the desired Provider and click the
Schedule link in the Actions Column (see Figure 3-8).
Step 3
Click Add Schedule as seen in Figure 3-12.
Step 4
Select the provider and set the schedule as intended using the fields provided as seen in Figure 3-13.
Step 5
Click OK.
Step 6
To update or delete a schedule, use Step 2 as above but use the appropriate buttons to update or delete
the schedule as needed.
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Scheduling Working Hours For a Provider
Figure 3-12
Provider Group Schedule
Figure 3-13
Provider Group Schedule
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Configuring Patient Groups
Configuring Patient Groups
Patient Groups cannot be created until you have created a Provider Group.
General Characteristics
If your site is using Patient Groups, you can do one of the following:
•
Add Patient Groups and then add or enable the Patients. In this case, as you add or enable a Patient,
you check the Patient Group(s) to which this Patient will be assigned. This may be the easier
approach if you have a short list of Patient Groups but a large number of Patients.
•
Add Patients and then add Patient Group. In this case, when you add the Patient Groups, you will
check all the Patients that you want assigned to this Patients Group. This is useful if you are
upgrading from a prior release and your Patients are already added or enabled.
Patient Group Naming Considerations
There are different ways for naming Patient Groups, Some possible considerations are described below:
•
Speciality: If you are assigning patients according to the providers speciality, then the Patient Group
name could indicate the corresponding speciality group.
•
Geographic Location: If you are assigning patients by time zone, then the Patient Group name
could indicate the geographic location.
Adding Patient Groups
To add Patient Groups, do the following:
Step 1
Click Patient Groups from the options on the Site Administrator window
Figure 3-14
Patient Groups
Step 2
Click Add.
Step 3
Enter the Patient Group name as shown in Figure 3-15.
Step 4
Choose a Provider Group to which this patient group will be assigned.
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Step 5
Click Add.
Figure 3-15
Add Patient Group
Updating Patient Groups
To update a patient group, do the following:
Step 1
Click Patients Group from the options on the Site Administrator window. The Patients Group Window
displays as shown in Figure 3-14.
Step 2
Click the name of the Patient Group you wish to update. The Update Patient Group Window displays as
shown in Figure 3-16.
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Configuring Patient Groups
Figure 3-16
Update Patient Group
Step 3
Choose a Provider Group to which this patient group will be assigned.
Step 4
Click Update.
Deleting Patient Groups
To delete a patient group, do the following:
Step 1
Click Patient Groups from the options on the Site Administrator window. Select the checkbox next to
the Patient Group and click Delete.
Figure 3-17
Delete Patient Group
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Configuring Questionnaires
Step 2
Note
When asked for confirmation, click Yes.
Deleting a provider group or patient group does not delete the patients.
Configuring Questionnaires
General Characteristics
If your site is configured for Questionnaire, you can do the following:
Note
•
Add Questionnaires
•
Update Questionnaires
•
Delete Questionnaires.
All Questionnaire data is encrypted before storing into the application.
Questionnaire Naming Considerations
There are different ways for naming the Questionnaires. Some possible considerations are described
below:
•
Speciality: If you are assigning questionnaire to a patient group, then the Questionnaire name could
indicate the corresponding speciality group.
•
Geographic Location: If you are assigning questionnaire to a patient group by the geographic
location, then the Questionnaire name could also indicate the geographic location.
Adding Questionnaires
To add a new questionnaire, do the following:
Step 1
Click Questionnaires from the options on the Site Administrator window.
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Configuring Questionnaires
Figure 3-18
Questionnaires
Step 2
Click Add.
Step 3
Enter the Title, and Version Description as shown in Figure 3-19.
Step 4
Click Browse in Questionnaire File, and choose the questionnaire file in the xml format.
Note
Only one active Questionnaire is allowed to a Patient Group.
Step 5
Choose a Patient Group to which this Questionnaire will be assigned.
Step 6
When you have finished, click Save.
Figure 3-19
Questionnaires Add
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Configuring Questionnaires
Questionnaires Actions Links Task
Additional tasks can be performed by clicking on the Actions link specific to the Questionnaire you
want to view (see Figure 3-18). These links are described in Table 3-3.
Table 3-3
Action Links
Link
Use
View
Click this link to view the contents of the latest version of the questionnaire.
Show History
Click this link to view all the versions of the selected Questionnaire. Click View
corresponding to each version to view its contents.
Updating Questionnaires
To update a Questionnaire, do the following:
Step 1
On the Questionnaires window, click the title of the questionnaire that you want to update.
Figure 3-20
Step 2
Update Questionnaires
Make the required changes.
When you have finished, click Save.
Note
Updating the Questionnaire Title, Version Description, Questionnaire File, or Patient Group updates to
the new version of the Questionnaire.
Deleting Questionnaires
To delete a questionnaire, do the following:
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Configuring Readings
Step 1
On the Questionnaires window, select the checkbox next to the Questionnaire Title and click Delete.
Figure 3-21
Step 2
Delete Questionnaire
When asked for confirmation, click Yes.
Configuring Readings
General Characteristics
If your site is configured for Reading Configurations, you can do the following:
•
Configure Readings
•
Add Reading
•
Update Reading
•
Delete Reading
Readings Naming Considerations
There are different ways for naming the ReadingID. Some possible considerations are described below:
•
Speciality: If you are assigning Reading to a patient group, then the Reading ID name could indicate
the corresponding speciality group.
•
Geographic Location: If you are assigning Reading to a patient group by the geographic location,
then the Reading ID could also indicate the geographic location.
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Configuring Readings
Configuring Readings Overview
Connector Administration
Every Connector can be optionally associated with a Connector Definition File as shown in Figure 3-22.
The structure of a connector definition file can be referenced as follows:
<ConnectorDefinitionFile>
<ConnectorDefinition>
<Data>
<Value/>
<ReadingId/>
</Data>
<Data>
<Name>WellnessDevice1Guid</Name>
<Scope>Patient</Scope>
<Type>TextField</Type>
<Size>50</Size>
<Display>Wellness Device GUID</Display>
<DeviceType>Generic</DeviceType>
<Value/>
<ReadingId/>
</Data>
</ConnectorDefinition>
</ConnectorDefinitionFile>
Based on the content of the Connector Definition File, the Patient Screen will have additional fields that
can be configured for each patient.
Note
Although the Server Administrator, not the Site Administrator, adds the Connector, for illustrative
purposes Figure 3-22 on page 3-22 in this document shows the Server Administration screen for adding
a Connector. For instructions on adding a Connector, and other server administrator tasks, see the Cisco
Extended Care 1.0 Application Server Installation and Administration Guide.
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Configuring Readings
Figure 3-22
Adding a Connector as Server Administrator (for illustration purposes).
Site Administration Reading Configuration
Each reading configuration lets you, the administrator, configure a reading that is displayed to the
patient. Each reading is displayed in a graphical and tabulated manner. The Add Reading Configuration
screen lets the administrator configure various properties related to a reading configuration like axis
labels, high and low ranges, graph range, relative positioning with respect to other readings, and so forth.
Each Reading Configuration can be associated with a Connector. The user is presented with a filtered
drop down list of Connectors that have "Asynchronous Device Readings" action enabled. The user can
specify whether the reading is taken manually or not.
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Configuring Readings
Figure 3-23
Updating a Reading Configuration
When a patient is enabled, they are associated with a Patient Group. If the connector has a Connector
Definition File for the reading then there will be additional fields shown to configure per patient. Each
reading can be associated with a device specified in a connector definition file. These fields are
dynamically shown depending on the contents of the Connector Definition File. Figure 3-24 shows a
screen shot for enabling a Patient. Although enabling patients is discussed further in Enabling a New
Patient Account, page 3-28, this figure is intended to illustrate the custom fields allowed by Connectors.
In this example the field "Wellness Device 1" is specific to this patient.
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Figure 3-24
Enabling a Patient with Custom Fields from the Connector and its Connector
Definition File
Adding Reading
To add a new reading, do the following:
Step 1
Click Readings from the options on the Site Administrator window.
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Configuring Readings
Figure 3-25
Reading Configurations
Step 2
Click Add.
Step 3
Enter the Reading ID, Display Name, Reading Type shown in Figure 3-26.
Step 4
Choose a Patient Group to which this Reading will be assigned.
Step 5
Enter the Position, Low Range, High Range, Number of Graphed Reading, Number of Decimal Places,
Graph Start Value, and Graph End Value.
Step 6
When you have finished, click Add.
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Configuring Readings
Figure 3-26
Readings Add
Updating Reading
To update a Reading, do the following:
Step 1
On the Reading Configurations window, click the Reading ID of the reading that you want to update.
The application displays the Update Reading Configuration window (see Figure 3-27).
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Figure 3-27
Step 2
Update Reading Configuration
Make the required changes.
When you have finished, click Update.
Deleting Reading
To delete a reading, do the following:
Step 1
On the Reading Configurations window, select the checkbox next to the Reading ID and click Delete
(see Figure 3-28).
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Enabling a New Patient Account
Figure 3-28
Step 2
Delete Reading Configuration
When asked for confirmation, click Yes.
Enabling a New Patient Account
Note
Patients should be Added to Cisco Extended Care only if they are to be authenticated against the
dedicated Cisco Extended Care database. See About Authentication, page 2-2 for more information.
To enable a new patient account to the application:
Step 1
Click the Patients link.
The application displays the Patients window (see Figure 3-29).
Step 2
Click the Enable button.
The application displays the Enable Patient Window (see Figure 3-30)
Step 3
Complete the type-in fields as defined in Table 3-4. After entering the patient ID, click the Retrieve link
or fill in the other Patient fields manually.
Step 4
Select the correct Endpoint that was created for the Patient user.
Step 5
Assign the correct Patient Group that was created for the Patient user.
Step 6
When you have finished, click Enable.
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Enabling a New Patient Account
Figure 3-29
Patients
Figure 3-30
Enable Patient
Table 3-4
Patient Fields On the Patient Enable Window
Field
Meaning
Patient ID
The ID assigned to the patient.
First Name
The patient’s first name.
Last Name
The patient’s last name.
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Field
Meaning
Date of Birth
The patient’s date of birth in mm/dd/yy format
Gender
The patient’s gender.
Patient
Username
The username associated with the patient ID. This is the user name for logging into the Cisco
Extended Care portal.
Password
You assign the first password for each patient. The patient then changes the password.
Confirm
Password
You are required to retype the password that you assigned.
Endpoint
This is the Endpoint created for the patient.
Patient Group
Patient Groups allow an Provider to be available to a group of patients, thereby allowing the
first available patient to contact the Provider.
Updating a Patient Account
To update a Patient account, do the following:
Step 1
On the Patients window (Figure 3-29), click the name of the user that you want to update.
The application displays the Update Patient window (see Figure 3-31).
Figure 3-31
Step 2
Update Patient
Make the required changes.
When you have finished, click Update.
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Disabling a Patient Account
Disabling a Patient Account
To disable a Patient account:
Step 1
On the Patients window (Figure 3-29), find the name of the patient that you want to disable and select it.
Step 2
Click the Disable button at the bottom of the screen.
The application displays the Disable confirmation dialog box (see Figure 3-32).
Step 3
Click Yes.
Figure 3-32
Disable Confirmation Message
Unlocking a Patient Account
If a patient account is locked due to account inactivity or because of failed login attempts, the entry in
the Patients window will be in italics, and there will be an Unlock action available in the Actions column.
Note
This option is only available if the patient account is authenticated against the Cisco Extended Care
database (that is, this patient account was Added.) Cisco Extended Care cannot lock a user account that
is authenticated against an external directory.
To unlock a user account:
Tip
1.
In the Patients window (Figure 3-33), find the name of the user whose account is locked.
2.
Click Unlock in the Actions column on the right (Figure 3-33).
3.
Click Yes in the Confirmation dialog box.
For a list of the messages displayed to users, see “Problem with Login or Password” on page 4-1
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Configuring Contents
Figure 3-33
Unlock Patient Account
Unlock
Action
Configuring Contents
General Characteristics
If your site is using Content Configurations, you can do the following:
•
Add Content
•
Update Content
•
Delete Content
Content Naming Considerations
There are different ways for naming the Title. Some possible considerations are described below:
•
Speciality: If you are assigning Content to a patient group, then the Title name could indicate the
the corresponding speciality group.
•
Geographic Location: If you are assigning Content to patient group by the geographic location,
then the Title could also indicate the geographic location.
Adding Content
To add a new content to the application:
Step 1
Note
Step 2
Click the Contents link. The application displays the Contents window (see Figure 3-34).
Click the Content thumbnail to view the video in a new browser tab.
Click the Add button. The application displays the Add Content Window (see Figure 3-35).
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Configuring Contents
Step 3
Enter the Title, Category, Youtube ID, and the Description.
Step 4
Choose a Patient Group to which this Content will be assigned.
Step 5
When you have finished, click Add.
Step 6
If the server does not have Internet connectivity, an information dialog box appears as shown in the
figure below. Click Ok in the Information dialog box.
Figure 3-34
Contents
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Figure 3-35
Add Content
Updating Content
To update a Content, do the following:
Step 1
On the Contents window, click the Title of the content that you want to update.
The application displays the Update Content window (see Figure 3-36).
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Figure 3-36
Step 2
Update Content
Make the required changes.
When you have finished, click Update.
Deleting Content
To delete a Content, do the following:
Step 1
On the Contents window, select the checkbox next to the Content Title and click Delete (see
Figure 3-37).
Step 2
When asked for confirmation, click Yes.
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Figure 3-37
Delete Content
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CH A P T E R
4
Troubleshooting User Problems
Revised: November 19, 2013, OL-30232-01
Although troubleshooting user problems is not strictly speaking part of the Site Administrator role, you
may know more about the application and how it works than other users, and people may come to you
for answers. This chapter provides some suggestions for handling common user errors.
These topics are included here:
•
Problem with Login or Password
•
Contact Support
Problem with Login or Password
If users need to have their accounts re-enabled, or if they are trying to use passwords that the application
will not accept, they will see an error message with an explanation and a suggestion. These messages are
shown in Table 4-1.
Table 4-1
Login and Password User Messages
Message
Action
Your account has been locked due to inactivity. Please
contact the site administrator to have your account
re-enabled.
The Site Administrator needs to unlock this user’s
account (see “Unlocking a User Account” on
page 3-8).
Your account has been locked due to repeated unsuccessful The Site Administrator needs to unlock this user’s
login attempts. Please contact the site administrator to have account (see “Unlocking a User Account” on
your account re-enabled.
page 3-8).
Invalid password. Passwords must be at least <n> characters The Site Administrator should not need to become
involved for this type of error.
long and must contain at least <m> of the following: upper
case letters, lower case letters, numbers, and special
characters. Please try again by entering a new password that
meets these rules.
Invalid password. The password that you entered has been
used recently. Please try again by entering a new password
that has not been recently used.
The Site Administrator should not need to become
involved for this type of error.
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Contact Support
Message
Action
If the user forgot his/her password.
The Site Administrator should Update the user
entry (in case of dedicated authentication) with a
new password and let the user login with the new
password. In case of external authentication, the
Site Administrator of the external authentication
system has to be involved.
If the user forgot his/her username.
The Site Administrator should look for the
username from the Users list and provide it to the
user.
Contact Support
Contact support if you are unable to resolve problems on your own.
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A P P E N D I X
A
Software Compatibility
Revised: November 19, 2013, OL-30232-01
Browser Compatibility
Table A-1 lists the browsers and their level of support in Cisco Extended Care. Fully supported means
the relevant components have been completely tested on these browsers and are certified to work.
Compatible means the relevant browser components have been functionally tested on these browsers at
a high level but exhaustive testing has not been done.
Table A-1
Browser Compatibility by Operating System and User Type
Platform
Browser Name
Browser Version
Support Level
Internet Explorer
8
Fully Supported
Internet Explorer
9
Fully Supported
Chrome
26
Fully Supported
Firefox
23.0.1
Fully Supported
Internet Explorer
10
Fully Supported
Chrome
26
Fully Supported
Safari
6.0.3
Fully Supported
Chrome
26
Compatible
Safari
6.0.3
Fully Supported
Chrome
26
Not Supported
Internet Explorer
8
Fully Supported
Internet Explorer
9
Fully Supported
Chrome
26
Fully Supported
Firefox
23.0.1
Fully Supported
Windows 8
Internet Explorer
10
Fully Supported
Mac OS 10.8.4
Safari
6.0.3
Fully Supported
Patient
Windows 7
Windows 8
Mac OS 10.8.4
iPad iOS 6.1.3
Provider
Windows 7
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Appendix A
Software Compatibility
Browser Compatibility
Platform
Browser Name
Browser Version
Support Level
iPad iOS 6.1.3
Safari
6.0.3
Fully Supported
Chrome
26
Not Supported
Internet Explorer
8
Fully Supported
Internet Explorer
9
Fully Supported
Firefox
23.0.1
Fully Supported
Administrator
Windows 7
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GLOSSARY
Revised: November 19, 2013, OL-30232-01
A
API
An application programming interface (API) specifies how some software components should interact
with each other.
B
Browser
A computer application that connects your computer with the Internet. Refer to Appendix A,
“Browser Compatibility” for a list of browsers and their level of support in Cisco Extended Care.
C
Cisco Extended Care Cisco Extended Care is a personal health and wellness collaboration platform, enabling patient
engagement and care team interactions at any time and from anywhere.
Conference
A Telepresence conference using Cisco Extended Care.
Consult
An appointment option that allows you to include more than one Provider in an appointment. If your
Cisco Extended Care installation is configured to support consult calls, the Provider chooses whether
the call is going to be a two-party call (a point-to-point call) or a consult call (a bridge call).
E
EMR
Electronic Medical Records. If your system includes the necessary software and is configured to enable
an EMR interface, then you can save data from the appointment to EMR.
H
Hosted
A software delivery model in which Cisco Extended Care and associated client data reside in a central
location managed by a hosting service, and are accessed by clients using a web browser.
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Glossary
P
Provider
The care provider who provides medical evaluations from a remote site.
Provider Group
A collection of Providers who can be requested to accept a Cisco Extended Care appointment with a
single click. A facility can configure any number of Provider Groups.
Provider Station
The place where the Provider sits during the Cisco Extended Care appointment.
S
Site Administrator. The person who maintains user accounts on Cisco Extended Care.
Site Admin
T
Telepresence
TelePresence is a technology that combines visual, audio, and interactive technologies to create an “in
person” experience.
U
URL
Uniform Resource Locator. An address on the World Wide Web. When you click a URL, your web page
is redirected to that location.
User Role
Your User Role determines which screens you see, and which functions you can perform. User
Accounts are configured so that users with a particular role (or roles) see only the windows and options
appropriate to that job description. Any given user can have from one to five roles within one User
Account. The Site Administrator configures the User Accounts. See “Understanding User Roles” on
page 1-2.
Cisco Extended Care 1.0 Site Administration Guide
GL-2
OL-30232-01