1. Student Guide November 2016
Viewer Training
Student Guide
November 2016
Site Name
Training Date
Update Site Name &Training Date

2. You will need to update the slide number for each topic
You will need to update the slide number for each topic. This is due to the number of slides your site requires for the “Accessing the ConnectingOntario ClinicalViewer” section
Table of Contents
Page Number
Introduction 3
Accessing the ConnectingOntario ClinicalViewer (Logging In/Out) 5
Patient Search 11
Patient Care Overview 12
Timeline 13
Portlets Overview 15
Navigation Bar 17
Lab and Pathology Results 18
Consent Management 21
My Workspace 23

3. Introduction What is the ConnectingOntario ClinicalViewer?
The ConnectingOntario ClinicalViewer displays patient information from participating healthcare organizations such as hospitals and CCACs
Available information includes:
Discharge Summaries
Hospital Visit/Encounter Details
Consultation Reports
Diagnostic Imaging Reports
Emergency Department Reports
CCAC service details and assessments
Provincial laboratory data (OLIS)
A list of contributing organizations and the information each contributes can be accessed via the Data Summary button located on the header of the viewer
With the ConnectingOntario ClinicalViewer, you are able to readily access accurate and up to date electronic patient information that is external to your organization.

4. ConnectingOntario benefits
3-Feb-16
ConnectingOntario benefits
Patient, providers and organizations can realize the following benefits through electronic access to provincial level patient data
Improves the patient experience by:
Enabling faster care decisions
Decreasing the need for patients to repeat their health information
Reducing the need for duplicate testing and procedures
Enhancing communication and collaboration
Enables faster and more informed clinical decision-making by:
Decreased time spent chasing information
Enabling faster, more informed decisions
Enhancing communication and collaboration
Increases organizational efficiencies by:
Enabling faster care decisions
Reducing redundancies
Improving resource allocation as providers’ and support staff’s time is freed from administrative tasks
Decreasing administrative costs
Patient
Provider
Organization

5. Accessing the ConnectingOntario ClinicalViewer
Single Sign-On Login
If your organization is using Single Sign-On, update this slide with a screen shot of your organization’s access link to the ConnectingOntario ClinicalViewer
Delete the following 2 slides pertaining to ONE ID Login
Insert Screen shot here

6. Accessing the ConnectingOntario ClinicalViewer
If your organization is using ONE ID to access the viewer, keep this slide and delete the previous slide.
Accessing the ConnectingOntario ClinicalViewer
If your organization is using a short cut to ONE ID, insert a screen shot here.
To access the ConnectingOntario ClinicalViewer with your ONE ID credentials:
In your browser go to URL
Enter your login ID and password
Click Login

7. If your organization is using ONE ID to access the viewer, keep this slide
ONE ID Login
ConnectingOntario ClinicalViewer opens in a new browser window. My Workspace displays
Click the organization under whose authority you are working
Click Select
Note: This prompt displays only if you have been authorized to view ConnectingOntario data for multiple organizations

8. End User Agreement
The first time you access the viewer and during the first access of a new calendar year, this prompt displays
To accept the End User Agreement:
Click OK
The End User Agreement displays
Scroll through and review the agreement
Click Accept
A privacy reminder will be displayed on your first log in of the day and no more than once every 24 hours
As you previously learned in the Privacy and Security training, you have a legal obligation to protect the privacy of patient information.

9. Close the internet browser
Log Out
Best Practice: Log out after each use of the viewer and before leaving your workstation
To log out of the ConnectingOntario ClinicalViewer:
Click the Log Out button in the header of the screen
This is required in order to comply with the Privacy and Security legislation.
Close the internet browser

10. Landing Page The Landing page has the following components
Update numbers on pic
Landing Page
The Landing page has the following components
Header
This always displays regardless of the tab you are in.
Data Summary lists contributing organizations, data types and start dates of contribution
Tabs
My Workspace – displays patient lists
Patient Care – displays personal health information (PHI)
Footer
Terms of Use
Privacy
Feedback Form – enables you to submit your ideas for future improvements

11. Patient Search There are three ways to search for a patient.
Click Search for a patient in the header
Choose from the 3 different search methods
by HCN (Health Care Number):
Use if HCN and last name are known
by MRN/CHRIS Client #
Use if organization name that the patient visited and unique patient identification number for that organization are known
Advanced Search
Most flexible search
Include as much information as possible to narrow search results
Type in patient identifiers
Click Search
Click correct Patient Name under the “Patient Search Results”
To protect privacy of PHI, a maximum of 5 results will display based on the search criteria entered.
Click View Selected Patient

12. Patient Care: Screen Layout
The Patient Care tab screen is divided into sections that assist with information finding
Patient Banner
Navigation Bar
(to change view or launch individual portlets)
Timeline
Portlets
(condensed)

13. Timeline: Clinical Summary
The Timeline provides a visual snapshot of the patient’s encounters with acute care health care services over a period of time.
Default Setting
Time Interval
Refresh button and time since information last retrieved
Collapse Timeline
Multiple encounters of the same type on the same day show in the hover comments
Legend for Encounter Types
The timeline displays from most recent (left) to oldest (right)
Multiple visits of the same type that are very close to each other, in time, will be represented by a single icon. Hover over the icon to see the details of each visit
The timeline interval setting (i.e. date range) persists through changes in patient selection but are not preserved across browser sessions

14. Timeline: Clinical Summary
To customize the Time Interval:
Click Custom
Click the Calendar Icon in the From field
Click the Down Arrow on the top of the calendar
Select the desired month
Select the desired year
Click OK
Select the desired day
Click the Calendar Icon in the To field
Select the desired month, year and day or click Today
Click Go

15. Portlets
Portlet Icon and Title: Identify the type of information available in the portlet
Print: Allows you to print a list/portlet view
View and Document icons: Allow you to view the details of a document. Viewed documents can be printed.
Follow your organization’s policy for printing PHI, if permitted.
[Insert link or reference to your organization’s printing policy here]
User Preferences: Allows you to customize how information is displayed
Paging Control: Helps you navigate through the pages of the portlet
Refresh: Refreshes information in portlet
Data Source: Indicates source for information displayed in portlet
To view a document:
To select a document
Click the Document icon to open the document OR
Highlight the row and click the View icon
Click Close to close the report
Certain document types may have to be downloaded to your computer to view. Follow the instructions within the Document Viewer to download and view. Care must be taken to securely delete the file after use

16. Portlets Portlet Name Information Available
Visit/Encounter and Summary Reports
Displays a list of all acute care encounters and associated summary reports
Diagnostic Imaging Reports
Displays report information for diagnostic modalities: general radiography, CT, MRI, ultrasound and nuclear medicine
DI text reports are currently available (images will be available in future)
Documents/Notes
Displays a list of individual documents for non-diagnostic notes and reports
Examples: Consultation notes, Discharge Summaries, History and Physicals
Other Results
Includes all reports that are not in other portlets – e.g., ECG text reports
Tabs are organized by program or discipline
Community
Displays information from Community Care Access Centre (CCAC)
Contains: Referrals, Community Assessments, RAI/MDS Assessments
Lab and Pathology Results
Information is from the Ontario Laboratories Information System (OLIS)
Results are grouped by: Chemistry, Hematology, Blood Bank, Pathology, Microbiology, Other (immunology, serology, allergens) and Flowsheets
Abnormal results are displayed in red text and flagged:
L Below low normal
H Above high normal
LL Below lower panic limits
HH Above upper panic limits
A Abnormal (applies to non-numeric results)
AA Very abnormal (applies to non-numeric units, analogous to panic limits for numeric units)
Amended and Invalid Results are clearly identified

17. Navigation Bar
The Navigation Bar allows you to quickly switch between different ways of viewing information
Information can be viewed in several ways:
My Views – Customized view(s) that you create
Clinical Views
Summary View: grid or 3 column view of all portlets in a condensed format (default)
Summary List View: single column list or “stack” of all portlets in full format (more columns of information)
Individual Portlet View: full screen view of the selected portlet in full format (more columns of information)
To select an individual portlet view
Click the double arrow on the top of the Navigation Bar to expand it (optional)
Click on the desired portlet (icon)
To return to a summary view:
Click the Summary View or Summary List View on the Navigation Bar
Click the double arrow on the top of the Navigation Bar to collapse it (optional)
Collapsed
Expanded

18. Lab and Pathology Results: Amended Results
An amended result is a test that was at a “Final” status and was subsequently revised
Report displayed in Document Viewer

19. Lab and Pathology: Invalid Results
An invalid result is a test that was incorrectly entered on the wrong patient and has been subsequently removed
Detail View

20. Lab and Pathology Results: Flowsheets
You can apply filters to sort and find results quickly
To apply a filter:
Click the Down Arrow in the Test column header
Click Filters
Type the desired Test Name in the search box
Press Enter
To remove a filter:
Uncheck Filters

21. Consent Management To Override a Consent Directive:
After obtaining consent (as applicable):
Click the “Override Consent” button
Click on the circumstance that applies
Click “Override Consent and View Patient Record”
A Consent Directive is also referred to as a ‘lock box’
If you override a consent directive, the privacy officer at your organization will be informed of the activity and the patient will be notified
All activity in the ConnectingOntario Viewer is tracked and auditable
Refer to the Privacy and Security Information tip sheet for best practice reminders
Indicates that a Consent Directive has been applied. A partial blocking of the patient’s information is in place here.

22. Consent Management
When a patient places a consent directive on all records, the patient can be found in the viewer, but no information is displayed in the portlets
When a consent override is in place, warning messages appear to inform users of the impact and conditions of viewing blocked information

23. My Workspace My Workspace provides 2 different patient lists:
My Patients List - a customizable list to which you can add or remove patients
My Recent Patients - created automatically; based on recently viewed patients (within last year)
To add a patient to My Patients List from:
Patient Care tab:
Click on the Person icon in the Patient Banner
Click in the Box to enter a checkmark
Click Done
My Recent Patients:
Highlight the Patient you want to add
Click the Add to button
Click My Patient List
To remove a patient from My Patients List:
Click the Trash icon located beside the patient you want to remove
To view patients added during a different time frame, select one of the other time intervals

24. ConnectingOntario ClinicalViewer
Training Resources
Additional information such as computer based training modules, tip sheets and a full User Guide are available
eHealth Training and Support Centre: “How to Use Portal” tab at
Click on Help button in the viewer
Contact your organization’s key trainer or superuser
Contact