Quick Start Guide: Clinician Portal
This quick start guide will give you a brief overview of how to use, manage, and track a client’s reading history within PulsewaveDx.com. Client is a generic term used to refer to a patient, athlete, participant, or a customer.
1. Visit PulsewaveDX.com
Log in to your account.
2. Home Page Overview
The Home page is designed to give the clinician or care coordinator a full overview of all the clients (patients) he/she is tasked with managing at any given time.
From the home screen you can view 100+ patients at a glance. Simply scroll down.
The colored boxes indicate the current status of each vital sign reading. Green represents readings that are "in range", Yellow represents readings "slightly out of range" and Red represents readings "very out of range". Boxes that do not have a color show results that are not being compared to a target range.
These reading ranges are consistent with The Seventh Report of the Joint National Committee on Prevention, Detection, Evaluation, and Treatment of High Blood Pressure (JNC 7).
3. Dashboard Tab/ Client Summary
In the Client Summary there are three tabs: 'General', Anomalies', and 'Other'.
General Tab: Displays a summary of the most commonly used Pulsewave results.
Anomalies Tab: Displays a summary of Pulsewave anomaly scores for all active clients within the specified Reading Range time period.
Other Tab: Displays oximeter, body weight, body temperature and glucose meter readings.
You can sort any column in ascending or descending order by clicking the header. Sorting the columns for Descending would usually show you the users having the most problems.
In an upcoming release the 'Min' column for each result will be changed to 'Mrr'= Most recent reading.
3.1. Bell Symbol
The 'Bell' symbol indicates an active 'Alert'. Clicking on the Bell symbol will reveal a list of recent alerts for that patient. You can add notes to the note field here to annotate the Alert.
3.2. Notes Symbol
The 'Notes' symbol allows you to view and add additional notes about a patient.
3.3. Readings Range
The readings column displays how many times a client has taken a reading and when the last reading was taken.
3.4. Understanding a Client's Reading History
Clicking on the '>' symbol next to a patient's name will expand a client's reading history. From a client's reading history you can review:
- Whether the reading was taken in the clinic or remotely
- The 'Note' field where the user or caregiver may have recorded a note
3.5. Exploring an Individual Reading
Click on any specific Reading to go to a Summary page for that Reading.
The Summary page gives more insight to the selected reading.
4. Clients Tab
Selecting the 'Clients' tab will display a list of patients.
You can use the search bar to look up clients (patients).
You can sort all columns in ascending or descending order by clicking each header.
To create a new client (patient) record click 'New Client'.
You are required to enter a First name, Last name and Client ID. All other fields in the New Client form are optional. You can always edit the client form later if you decide to start tracking additional fields. Click 'Save'.
You may notice the check box 'Send remote monitoring invitation'. If this is selected an email invitation will be sent to the email address entered for the new client. The client can register a new account or link an existing account if they happen to own a Pulsewave. This allows the client to remotely view their reading history. If the client has a Pulsewave it will also link the two accounts and aggregate the reading histories from both accounts to provide a complete view of on-site and remote readings.
5. Individual Client Dashboard Breakdown
To view information on a client, click on the 'Clients' tab. Use the search bar to enter a client's name, email, or client ID. Click 'Search'. Alternatively, you can click on a client's name from the list of clients on the main dashboard.
5.1. Open Client's Individual Dashboard
After locating a client, click on their name to open their individual dashboard.
5.2. Client Individual Dashboard
Selecting a client's name will display the client's individual dashboard. There are 10 menu options to display a client's information. The screen below is the main 'Dashboard' screen. This screen displays the most recent readings for each vital sign in the colored boxes. If a box is not colored, it means that the result in that box is not being measured against a Target. Below the "most recent reading" boxes you will see a series of boxes including how long it's been since a reading, the number of recent readings, Trend and Average Gauges for the last 30 days, and a Chart of readings for the last 30 days. By default the reading shown in the Gauges and Chart is Blood Pressure.
5.3. The 'Readings' Tab
The 'Readings' Tab shows you a list of all readings from that user - default time frame is 'the last 30 days'. Click on the calender to view readings for a particular date.
5.4. The 'Surveys' Tab
If a clinician / care team has opted to send surveys they can review the results from the Surveys Tab by clicking 'View Results'.
If a client has not answered a survey yet, the status will show 'Pending'.
5.5. The 'Charts' Tab
The 'Charts' tab shows you a glance of the last 30 days of readings. Hovering over a colored dot on a chart will show data on that particular reading. Additional results (Pulse Rate, Respiration, Oximetry, Weight, Temperature and Glucose) can be accessed in separate tabs.
5.6. The 'Reports' Tab
The 'Reports' tab allows you to generate and export a detailed report of all readings. You can export data in several formats using the drop down on the upper right (PDF is the default).
Select the printer icon to print or the disk icon to export and save.
5.7. The 'Targets' Tab
To set a client's Targets, select 'Edit'.
Tick the box labeled 'Enable Personal Targets' and enter Target numbers. Click 'Save'.
You can click on each blue lock to lock/unlock Targets for a client.
5.8. The 'Notes' Tab
The 'Notes' tab allows a clinician to view and add Notes about a client. To add a Note, click 'Add Note'.
Enter in data then click 'Add Note' to save.
5.8.1. Searching Notes
You can search notes by date, author, or keywords.
5.9. The 'Schedule' Tab
The 'Schedule' Tab allows a clinician to add a scheduled time for a client to take a reading or take additional actions. Clients will receive Reminders to take their readings at scheduled times.
To add an event click 'Add Event'.
Select the event type and time(s) of readings. Click 'Save'.
The scheduled event or action will be displayed on the calendar.
5.10. The 'Notifications' Tab
The 'Notifications' Tab allows a clinician to create triggers that will alert you on when a client is above or below a specified range or readings increase/ decrease over a period of time.
To add a trigger, determine trigger type (Low/High or Delta) and select the appropriate 'Add New Trigger' button.
5.10.1. To Add Low/High Trigger:
After selecting the 'Add New Trigger' button, enter the result type and variable(s) of readings. Click 'Update'.
5.10.2. The trigger alert will be displayed on the screen.
5.10.3. To Add Delta Trigger:
A 'Delta' Trigger will detect a percentage or absolute change in a particular reading over time. For example, if you wish to be notified that a patient's weight has increased 5% over 3 days, you can create that custom Trigger. After selecting the 'Add New Trigger' button, enter the result type and variable(s) of readings. Click 'Update'.
5.10.4. The trigger alert will be displayed on the screen.
5.11. The 'Video Conference' Tab
The 'Video Conference' Tab allows the clinician to have two-way video communication with a client. There are two ways to initiate a Video Conference. While viewing a client's account, you can click on the 'Video Conference' Tab on the upper right side on the menu bar.
If you are not viewing a client's account, you can click on the 'Waiting Room' Tab. This Tab serves as a queue of clients waiting to communicate with you via video message or chat.
5.11.1. Download VidyoWebConnector
Before making a video call you will need to install the 'VidyoWebConnector' extension to your computer. While in a client's account, click on the 'Video Conference' Tab. Click the 'Install' button and follow the on-screen instructions to download the Vidyoweb extension. Allow all permissions.
After installation you may need to refresh your web browser for the extension to show as active.
5.11.2. Starting a Video Conference
To start a call, go to your dashboard and click 'Waiting Room'.
Select the client you wish to communicate with and select the video icon button on that row.
Click 'Video Call'. The software allows you to see that your client is online by showing a green 'Online' indicator.
Please wait until your client accepts your call.
When you first use the software, you will receive a pop-up from Vidyo requesting permission to access your camera and microphone. Click 'Yes'. If you do not wish to see the pop-up in future uses, tick the 'do not ask again' box.
When your client appears on screen they are ready to begin a consultation. Your own image will appear on the lower right corner of the screen. On the bottom center of the screen you will see four buttons:
Camera - Pressing this button will take a picture of your client.
Microphone - Pressing this button will mute your microphone.
Volume - Pressing this button will mute your sound.
Disconnect - Pressing this button will end your video consultation.
5.12. The 'Chat' Tab
The 'Chat' Tab allows the clinician to communicate with a client via a secured text message. There are two ways to initiate a Chat. While viewing a client's account, you can click on the 'Chat' Tab on the upper right side on the menu bar.
Enter a message to your client, then hit 'Send'. You will be able to see your clients reply in real-time. Read receipts will appear when your client reads your message.
If you are not viewing a client's account, you can click on the 'Waiting Room' Tab. This Tab serves as a queue of clients waiting to communicate with you via video message or chat.
5.12.1. Starting a Chat From the 'Waiting Room'
To start a Chat, go to your dashboard and click 'Waiting Room'.
Select the client you wish to communicate with and select the message icon button on that row.
Enter a message to your client, then hit 'Send'. You will be able to see your clients reply in real-time. Read receipts will appear when your client reads your message.
