Getting Started ............................................................................................................................................................. 2
System Setup Wizard .................................................................................................................................................. 7
Options After Set-Up.................................................................................................................................................12
Navigating the System ..............................................................................................................................................13
Using Help ..................................................................................................................................................................19
Main Menu ..................................................................................................................................................................26
Main Menu Overview .............................................................................................................................................27
How to Start a Download .......................................................................................................................................30
How to Start an Express Download .......................................................................................................................32
Preparing the ACCU-CHEK® Active Meter for Communication ............................................................................33
Preparing the ACCU-CHEK® Aviva Meter for Communication .............................................................................35
Preparing the ACCU-CHEK® Aviva Combo Meter for Communication ................................................................. 36
Preparing the ACCU-CHEK® Aviva Connect Meter for Communication ...............................................................37
Preparing the ACCU-CHEK® Aviva Expert Meter for Communication ..................................................................38
Preparing the ACCU-CHEK® Aviva Insight Diabetes Manager for Communication .............................................39
Preparing the ACCU-CHEK® Aviva Nano Meter for Communication ....................................................................40
Preparing the ACCU-CHEK® Compact Meter for Communication ........................................................................41
Preparing the ACCU-CHEK® Compact Plus Meter for Communication ................................................................42
Preparing the ACCU-CHEK® D-TRONplus Insulin Pump for Communication ......................................................43
Preparing the ACCU-CHEK® Go Meter for Communication .................................................................................45
How to Download Data from the ACCU-CHEK® Insight Insulin Pump ..................................................................47
Preparing the ACCU-CHEK® Integra Meter for Communication ...........................................................................48
Preparing the ACCU-CHEK® Mobile Meter for Communication ...........................................................................49
Preparing the ACCU-CHEK® Performa Meter for Communication .......................................................................51
Preparing the ACCU-CHEK® Performa Combo Meter for Communication ...........................................................52
Preparing the ACCU-CHEK® Performa Connect Meter for Communication .........................................................53
Preparing the ACCU-CHEK® Performa Expert Meter for Communication ............................................................54
Preparing the ACCU-CHEK® Performa Insight Diabetes Manager for Communication .......................................55
Preparing the ACCU-CHEK® Performa Nano Meter for Communication ..............................................................56
Preparing the ACCU-CHEK® Spirit Insulin Pump for Communication ..................................................................57
Putting the ACCU-CHEK® Spirit Combo Insulin Pump in Communication Mode .................................................59
Preparing the ACCU-CHEK® Voicemate Plus for Communication .......................................................................61
Auto Detect ............................................................................................................................................................62
Data Synchronization ................................................................................................................................................64
Synchronizing Data with an Online Account ..........................................................................................................65
My Data .......................................................................................................................................................................66
My Data Overview ..................................................................................................................................................67
Learn About the My Data Window .........................................................................................................................68
My Data – Toolbar Overview ................................................................................................................................. 76
Locating and Selecting a Person ...........................................................................................................................77
Deleting People ......................................................................................................................................................78
Creating People .....................................................................................................................................................79
Creating a Person ............................................................................................................................................80
Creating a Diabetes Therapy Plan ...................................................................................................................81
Establishing Targets and Events in My Data ...................................................................................................82
Setting Time Blocks and Workdays in Create New Person—Day and Week ..................................................83
Version: 2.1
Table of Contents
ii
Adding Healthcare Providers in Create New Person .......................................................................................84
Adding Insurance Information in Create New Person ......................................................................................85
My Data—Download Overview ........................................................................................................................87
Using Download in My Data .............................................................................................................................88
My Data—Summary Overview .........................................................................................................................90
Using Summary................................................................................................................................................91
My Profile ...............................................................................................................................................................92
My Data—My Profile Overview ........................................................................................................................93
My Profile—Personal Information ....................................................................................................................94
My Profile—Personal Information Overview ..............................................................................................95
Changing Personal Information ..................................................................................................................96
My Profile—Diabetes Therapy .........................................................................................................................97
My Profile—Diabetes Therapy Overview ...................................................................................................98
Updating a Diabetes Therapy Plan ............................................................................................................99
Reviewing Diabetes Therapy History .......................................................................................................100
My Profile—Targets and Events ....................................................................................................................101
My Profile – Targets and Events Overview ..............................................................................................102
Updating Targets and Events in My Data ................................................................................................103
My Profile—Day and Week ............................................................................................................................104
My Profile—Day and Week Overview ......................................................................................................105
Changing a Schedule in My Profile—Day and Week ...............................................................................106
My Profile—Healthcare Providers ..................................................................................................................107
My Profile—Healthcare Providers Overview ............................................................................................108
Adding a Healthcare Provider to the Person ............................................................................................109
Editing a Healthcare Provider's Information Using My Data ....................................................................110
Removing a Healthcare Provider from a Person ......................................................................................111
My Profile—Insurance Providers....................................................................................................................112
My Profile—Insurance Providers Overview ..............................................................................................113
Adding Insurance Information for an Existing Person ..............................................................................114
Changing a Person's Insurance Information ............................................................................................115
Deleting a Person's Insurance Information ..............................................................................................116
Logbook and Records ..........................................................................................................................................117
My Data – Logbook and Records Overview...................................................................................................118
Logbook and Records—Logbook and Records .............................................................................................119
Using the Logbook Tab ............................................................................................................................120
Add, Edit, or Delete Logbook Records .....................................................................................................121
Using the Diary Tab ................................................................................................................................. 122
Adding a Diary Record .............................................................................................................................123
Changing a Diary Record .........................................................................................................................124
Deleting a Diary Record ...........................................................................................................................125
Using the Record List Tab ........................................................................................................................126
Logbook and Records – Total Daily Dose......................................................................................................127
Logbook and Records – Total Daily Dose Overview ................................................................................128
Using the Logbook and Records: Total Daily Dose Window ....................................................................129
Logbook and Records – Statistics..................................................................................................................130
Logbook and Records – Statistics Overview ............................................................................................131
Using the Logbook and Records: Statistics Window ................................................................................132
Logbook and Records—Health Records........................................................................................................133
Logbook and Records—Health Records Overview ..................................................................................134
Table of Contents
iii
Reviewing Most Recent Health Records ..................................................................................................135
Reviewing All Health Records ..................................................................................................................136
Creating a New Health Record ................................................................................................................137
Editing a Health Record ...........................................................................................................................138
Deleting a Health Record .........................................................................................................................139
Logbook and Records—Medications .............................................................................................................140
Logbook and Records—Medications Overview .......................................................................................141
Reviewing Current Medications ...............................................................................................................142
Reviewing All Medications .......................................................................................................................143
Creating a New Medication Record .........................................................................................................144
Editing a Medication Record ....................................................................................................................145
Deleting a Medication Record ..................................................................................................................146
Logbook and Records—Complications ..........................................................................................................147
Logbook and Records—Complications Overview ....................................................................................148
Using the Logbook and Records: Complications Window .......................................................................149
Creating a New Complication Record ......................................................................................................150
Editing a Complication Record .................................................................................................................151
Deleting a Complication Record ...............................................................................................................152
Logbook and Records—Education ................................................................................................................153
Logbook and Records—Education Overview ..........................................................................................154
Reviewing Education Records .................................................................................................................155
Creating a New Education Record ...........................................................................................................156
Editing an Education Record ....................................................................................................................157
Deleting an Education Record .................................................................................................................158
Logbook and Records—Visit Notes ...............................................................................................................159
Logbook and Records—Visit Notes Overview .........................................................................................160
Creating a New Visit Note ........................................................................................................................162
Editing a Visit Note ...................................................................................................................................163
Deleting a Visit Note ................................................................................................................................. 164
Viewing a Visit Note Attachment ..............................................................................................................165
Logbook and Records – Health Records Quick Entry....................................................................................166
Health Records Quick Entry Overview .....................................................................................................167
Entering Quick Entry Health Records ......................................................................................................168
My Data – Graphs Overview ..........................................................................................................................170
Using the Trend Graph...................................................................................................................................171
Using the Standard Day Graph ......................................................................................................................173
Using the Standard Week Graph ...................................................................................................................175
Using the Metabolic Control Graph ................................................................................................................177
Using the Insulin Effect Graph .......................................................................................................................179
Using the Target Graph..................................................................................................................................180
Using the Insulin Pump Use Graph ................................................................................................................182
Using the Basal Profiles Graph ......................................................................................................................183
Using the Insulin Pump Summary Graph .......................................................................................................184
Favorite Reports in Patient Management Overview.......................................................................................196
Using Favorite Reports ..................................................................................................................................197
Saving a Favorite Report ...............................................................................................................................198
Editing a Favorite Report ...............................................................................................................................199
Deleting a Favorite Report .............................................................................................................................200
Population Management .........................................................................................................................................201
Population Management Overview ......................................................................................................................202
Learn About the Population Management Window ..............................................................................................203
Creating a New Group in Population Management .............................................................................................209
Query Groups ......................................................................................................................................................210
Learn About Query Groups ............................................................................................................................211
Create Query Group Overview.......................................................................................................................212
Creating Query Groups ..................................................................................................................................213
Static Groups .......................................................................................................................................................215
Learn About Static Groups .............................................................................................................................216
Creating Static Groups ...................................................................................................................................217
Summary and Set Group Information ..................................................................................................................218
Population Management—Group Summary Overview ..................................................................................219
Set Group Information ....................................................................................................................................220
Setting Targets and Events for a Group.........................................................................................................221
Setting Group Information in Population Management ..................................................................................222
Setting Day and Week Information for a Group .............................................................................................223
Setting a Healthcare Provider for a Group .....................................................................................................224
Setting an Insurance Provider for a Group.....................................................................................................225
Setting Education Records for a Group .........................................................................................................226
Using Group Summary...................................................................................................................................227
Population Management—Graphs and Reports Overview ............................................................................229
Using the Group Trend Graph........................................................................................................................230
Using the Distribution List Report...................................................................................................................231
Using the Distribution Histogram Graph.........................................................................................................232
Using the Before and After - Distribution Graph.............................................................................................233
Using the Before and After - Trend Graph .....................................................................................................234
Using the Overdue Health Records Report....................................................................................................235
Creating New Letter Templates .....................................................................................................................248
Editing Letter Templates ................................................................................................................................249
Deleting Letter Templates ..............................................................................................................................250
Creating New Batch Reports..........................................................................................................................258
Importing a File ..............................................................................................................................................265
Importing a Query ..........................................................................................................................................267
Importing a Custom Report ............................................................................................................................269
Exporting People ............................................................................................................................................272
Export Groups Overview ................................................................................................................................273
Exporting Groups ...........................................................................................................................................274
Clearing the Device's Memory .......................................................................................................................281
Set Device Time/Date ..........................................................................................................................................282
Set Date and Time Overview .........................................................................................................................283
Setting Date and Time ...................................................................................................................................284
Using the Device Utilization ...........................................................................................................................287
Changing Number, Date, and Time Display Preferences ..............................................................................295
Changing Units of Measurement....................................................................................................................296
Changing Targets and Events Defaults .........................................................................................................297
Changing the Default Printer and the Fax Driver ...........................................................................................298
Table of Contents
vi
Changing Display Settings for Your Summary Screen ..................................................................................299
Changing the Display Range on bG Graphs ..................................................................................................300
Changing Logo Preferences ..........................................................................................................................301
Setting Acceptable Date Ranges for Overdue Health Records .....................................................................302
Changing Settings for Reports Generated by Download/Express Download ................................................303
Changing Set Device Date/Time Preferences ...............................................................................................305
Changing the Show/Hide Features ................................................................................................................306
List Management .................................................................................................................................................307
List Management Overview............................................................................................................................308
Creating a New Healthcare Provider using List Management .......................................................................312
Editing a Healthcare Provider using List Management ..................................................................................313
Deleting Healthcare Providers using List Management .................................................................................314
Managing the Insulin Types List.....................................................................................................................315
Creating a New Insulin Type using List Management ....................................................................................316
Editing an Insulin Type using List Management.............................................................................................317
Managing the Health Records Types List ......................................................................................................318
Creating a New Health Record Type using List Management .......................................................................319
Editing a Health Record Type using List Management ..................................................................................320
Managing the Complications List ...................................................................................................................321
System Info ..........................................................................................................................................................322
System Info Overview ....................................................................................................................................323
Viewing and Printing System Info ..................................................................................................................324
User Administration ..............................................................................................................................................327
User Administration Overview ........................................................................................................................328
Creating a New User ......................................................................................................................................329
Changing a User Role ....................................................................................................................................330
Deleting a User ..............................................................................................................................................331
Changing the Active Database.......................................................................................................................343
Creating a New Database ..............................................................................................................................344
Data Migration ......................................................................................................................................................345
Data Migration Overview ................................................................................................................................346
Using the Data Migration Function .................................................................................................................347
Using the Audit Log ........................................................................................................................................351
Enable/Disable Features ......................................................................................................................................352
Enable/Disable Features Overview ................................................................................................................353
Table of Contents
vii
Using the Enable/Disable Features Function ................................................................................................. 354
System Info ..........................................................................................................................................................355
System Info Overview ....................................................................................................................................356
Reviewing and Printing System Info ..............................................................................................................357
Data Synchronization ...........................................................................................................................................358
Data Synchronization Overview .....................................................................................................................359
Pairing the Database with an Online Account ................................................................................................360
Setting Up Synchronization Reminders .........................................................................................................361
Synchronizing Data with an Online Account ..................................................................................................362
Recovering Data ............................................................................................................................................363
Accessing Your Online Account .....................................................................................................................364
System Setup Wizard ..........................................................................................................................................366
System Setup Wizard Overview.....................................................................................................................367
Using the System Setup Wizard ....................................................................................................................368
Adding the Program Icon to the Quick Launch Bar ..............................................................................................370
Report Structure and Features ............................................................................................................................372
Using the Status Bar ............................................................................................................................................373
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