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Table of Contents
i
Welcome ....................................................................................................................................................................... 1
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
Download .................................................................................................................................................................... 28
Download Overview ............................................................................................................................................... 29
How to Start a Download ....................................................................................................................................... 30
Express Download Overview ................................................................................................................................. 31
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
Auto-Detect Overview ...................................................................................................................................... 63
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 PersonDay 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
Download ............................................................................................................................................................... 86
My DataDownload Overview ........................................................................................................................ 87
Using Download in My Data ............................................................................................................................. 88
Summary ................................................................................................................................................................ 89
My DataSummary Overview ......................................................................................................................... 90
Using Summary................................................................................................................................................ 91
My Profile ............................................................................................................................................................... 92
My DataMy Profile Overview ........................................................................................................................ 93
My ProfilePersonal Information .................................................................................................................... 94
My ProfilePersonal Information Overview .............................................................................................. 95
Changing Personal Information .................................................................................................................. 96
My ProfileDiabetes Therapy ......................................................................................................................... 97
My ProfileDiabetes Therapy Overview ................................................................................................... 98
Updating a Diabetes Therapy Plan ............................................................................................................ 99
Reviewing Diabetes Therapy History ....................................................................................................... 100
My ProfileTargets and Events .................................................................................................................... 101
My Profile Targets and Events Overview .............................................................................................. 102
Updating Targets and Events in My Data ................................................................................................ 103
My ProfileDay and Week ............................................................................................................................ 104
My ProfileDay and Week Overview ...................................................................................................... 105
Changing a Schedule in My ProfileDay and Week ............................................................................... 106
My ProfileHealthcare Providers .................................................................................................................. 107
My ProfileHealthcare 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 ProfileInsurance Providers.................................................................................................................... 112
My ProfileInsurance 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 RecordsLogbook 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 RecordsHealth Records........................................................................................................ 133
Logbook and RecordsHealth 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 RecordsMedications ............................................................................................................. 140
Logbook and RecordsMedications 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 RecordsComplications .......................................................................................................... 147
Logbook and RecordsComplications 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 RecordsEducation ................................................................................................................ 153
Logbook and RecordsEducation Overview .......................................................................................... 154
Reviewing Education Records ................................................................................................................. 155
Creating a New Education Record ........................................................................................................... 156
Editing an Education Record .................................................................................................................... 157
Deleting an Education Record ................................................................................................................. 158
Logbook and RecordsVisit Notes ............................................................................................................... 159
Logbook and RecordsVisit Notes Overview ......................................................................................... 160
Reviewing Visit Notes .............................................................................................................................. 161
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
Graphs ................................................................................................................................................................. 169
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
Structured Testing ................................................................................................................................................ 186
My Data Structured Testing Overview ........................................................................................................ 187
3-Day Profile .................................................................................................................................................. 188
Structured Testing 3-Day Profile Overview ........................................................................................... 189
Using the 3-Day Profile Display Window Data Tab ............................................................................... 190
Creating a 3-Day Profile Record .............................................................................................................. 191
Table of Contents
iv
Editing a 3-Day Profile Record ................................................................................................................. 192
Assigning Meal Segments for a 3-Day Profile Record ............................................................................. 193
Using the 3-Day Profile Display Window Graph Tab ............................................................................ 194
Favorite Reports .................................................................................................................................................. 195
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
Viewing Query Results ................................................................................................................................... 214
Static Groups ....................................................................................................................................................... 215
Learn About Static Groups ............................................................................................................................. 216
Creating Static Groups ................................................................................................................................... 217
Summary and Set Group Information .................................................................................................................. 218
Population ManagementGroup 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
Graphs Reports .................................................................................................................................................... 228
Population ManagementGraphs 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
Advanced Reporting ................................................................................................................................................ 236
Advanced Reports and Letters Overview ............................................................................................................ 237
Print/E-mail/Fax Letters ....................................................................................................................................... 238
Print/E-mail/Fax Letters Overview.................................................................................................................. 239
Printing/E-mailing/Faxing Letters for Individual Patients ................................................................................ 240
Printing/E-mailing/Faxing Letters for Groups of Patients ............................................................................... 241
Print/E-mail/Fax Reports ...................................................................................................................................... 242
Print/E-mail/Fax Reports Overview ................................................................................................................ 243
Printing/E-mailing/Faxing Patient Reports ..................................................................................................... 244
Printing/E-mailing/Faxing Group Reports....................................................................................................... 245
Build Letters ......................................................................................................................................................... 246
Build Letters Overview ................................................................................................................................... 247
Table of Contents
v
Creating New Letter Templates ..................................................................................................................... 248
Editing Letter Templates ................................................................................................................................ 249
Deleting Letter Templates .............................................................................................................................. 250
Build Custom Reports .......................................................................................................................................... 251
Build Custom Reports Overview .................................................................................................................... 252
Creating New Custom Report Templates ...................................................................................................... 253
Editing Custom Report Templates ................................................................................................................. 254
Deleting Custom Report Templates ............................................................................................................... 255
Build Batch Reports ............................................................................................................................................. 256
Build Batch Reports Overview ....................................................................................................................... 257
Creating New Batch Reports.......................................................................................................................... 258
Editing Batch Reports .................................................................................................................................... 259
Deleting Batch Reports .................................................................................................................................. 260
Tools ......................................................................................................................................................................... 261
Tools Overview .................................................................................................................................................... 262
Import ................................................................................................................................................................... 263
Import Overview ............................................................................................................................................. 264
Importing a File .............................................................................................................................................. 265
ImportQuery Overview................................................................................................................................ 266
Importing a Query .......................................................................................................................................... 267
ImportCustom Report Overview ................................................................................................................. 268
Importing a Custom Report ............................................................................................................................ 269
Export ................................................................................................................................................................... 270
Export Overview ............................................................................................................................................. 271
Exporting People ............................................................................................................................................ 272
Export Groups Overview ................................................................................................................................ 273
Exporting Groups ........................................................................................................................................... 274
ExportQueries Overview............................................................................................................................. 275
Exporting Queries .......................................................................................................................................... 276
ExportCustom Report Overview ................................................................................................................. 277
Exporting Custom Reports ............................................................................................................................. 278
Clear Device Memory .......................................................................................................................................... 279
Clear Device Memory Overview..................................................................................................................... 280
Clearing the Device's Memory ....................................................................................................................... 281
Set Device Time/Date .......................................................................................................................................... 282
Set Date and Time Overview ......................................................................................................................... 283
Setting Date and Time ................................................................................................................................... 284
Device Utilization ................................................................................................................................................. 285
Device Utilization Overview............................................................................................................................ 286
Using the Device Utilization ........................................................................................................................... 287
Merge Patients ..................................................................................................................................................... 288
Merge Patients Overview ............................................................................................................................... 289
Merging Patients ............................................................................................................................................ 290
Settings ..................................................................................................................................................................... 291
Settings Overview ................................................................................................................................................ 292
Preferences .......................................................................................................................................................... 293
Preferences Overview .................................................................................................................................... 294
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 Auto-Export File Storage Locations ............................................................................................... 304
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
Administrator Functions ......................................................................................................................................... 325
Administrator Functions Overview ....................................................................................................................... 326
User Administration .............................................................................................................................................. 327
User Administration Overview ........................................................................................................................ 328
Creating a New User ...................................................................................................................................... 329
Changing a User Role .................................................................................................................................... 330
Deleting a User .............................................................................................................................................. 331
Database Administration ...................................................................................................................................... 332
Database Administration Overview ................................................................................................................ 333
Backup ........................................................................................................................................................... 334
Backup Overview ..................................................................................................................................... 335
Using the Backup Function ...................................................................................................................... 336
Scheduling a Database Backup ............................................................................................................... 337
Restore........................................................................................................................................................... 338
Restore Overview ..................................................................................................................................... 339
Using the Restore Function ...................................................................................................................... 340
Performing a Database Integrity Check ......................................................................................................... 341
Clearing Database Connections .................................................................................................................... 342
Changing the Active Database....................................................................................................................... 343
Creating a New Database .............................................................................................................................. 344
Data Migration ...................................................................................................................................................... 345
Data Migration Overview ................................................................................................................................ 346
Using the Data Migration Function ................................................................................................................. 347
Audit Log .............................................................................................................................................................. 349
Audit Log Overview ........................................................................................................................................ 350
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
Roche Task Manager Overview ..................................................................................................................... 365
System Setup Wizard .......................................................................................................................................... 366
System Setup Wizard Overview..................................................................................................................... 367
Using the System Setup Wizard .................................................................................................................... 368
Miscellaneous .......................................................................................................................................................... 369
Adding the Program Icon to the Quick Launch Bar .............................................................................................. 370
Report Structure and Features ............................................................................................................................ 372
Using the Status Bar ............................................................................................................................................ 373
Glossary.................................................................................................................................................................... 374
Glossary ............................................................................................................................................................... 375
Welcome
The
comes in two versions: Professional and Standard. The Professional version allows the
Healthcare Professional (doctor, diabetes nurse, etc.) to use the software to monitor, record, report, and assist in
developing plans to help manage the health of their patients.
The Standard version gives you the tools to help manage your own health. As you use the software, you are able
to keep a Logbook and a Diary and monitor trends in your insulin use and lifestyle. You can print reports for
yourself and e
-
mail or fax reports to your healthcare provider.
Before you begin entering information, please refer to any instructions given to you by your healthcare provider.
Where available, clicking or Help
takes you to the
help system.
Thank you for choosing
software to monitor your health.
Note:
The help system shows sample screens that may look slightly different from the screens in the software and
on supported devices. If you have any questions about the screens, contact your local Roche representative.
Intended Use Statement
The
is indicated for use by persons with diabetes or by health care professionals in the
home or in health care facilities as an accessory to a number of commercially available
meter
systems and compatible
insulin pump systems and
health management devices. The
software is intended to allow manual entry of data and the download of data from the above mentioned devices to
a PC where it can be saved, displayed, reviewed, analyzed and evaluated, by patients or health care
professionals, to support effective diabetes management. This device is indicated for professional use and over
-
the
-
counter sale.
Disclaimer
Users of this software should interpret the results in the context of their clinical history and symptoms and should
not make major changes in their treatment without consulting a physician or other qualified health professional.
Licensee's Responsibility to Protect System
The Software is delivered to the Licensee to be installed on computers managed and maintained by the
Licensee. It is therefore in the Licensee's responsibility to maintain up
-
to
-
date protection of the system against
malicious software and attackers. This should at least include, but is not limited to, a fire
-
walled network
connection, logical/physical/network access control mechanisms, up
-
to
-
date virus protection software, and other
state
-
of
-
the
-
art IT security controls.
Welcome
( v1.1 )
Welcome
Version: 1.1
1
Getting Started
Required materials:
software already installed on your computer and one (or more) of the
following meters, insulin pumps, or health management devices supported by the
.
Note:
If your device is not shown in the table, please refer to the user's manual that came with the device for
instructions on how to put the device in communication mode. If you do not have a user's manual, please contact
your local Roche representative.
Note:
Images of devices are representative only. There may be cosmetic differences between your device and
those pictured below.
Meter Systems Click on your device below for text instructions. Click Show Me for a
visual demonstration.
Getting Started
( v1.4 )
Getting Started
Version: 1.4
2
Getting Started
( v1.4 )
Getting Started
Version: 1.4
3
Insulin Pump Systems Click on your device below for text instructions. Click Show Me
for a visual demonstration.
Getting Started
( v1.4 )
Getting Started
Version: 1.4
4
To get the greatest benefit from the
, the following items are recommended:
1.
A cable
connected to the computer to allow communication between the computer and device(s)
2.
A printer
connected to your computer
3.
A fax modem
with driver, which allows you to fax health information from the
4.
An
e
-
mail account
, which allows you to e
-
mail health information from the
Health Management Devices Click on your device below for text instructions. Click Show
Me for a visual demonstration.
Getting Started
( v1.4 )
Getting Started
Version: 1.4
5
Having personal information handy is helpful as you set up your profile in the software.
You need to enter specific information, such as the following:
Patient information, such as date of birth, address, and telephone numbers
Names, addresses, and phone numbers of your doctors
Name and contact information of patient insurance providers
Health information, such as target blood sugar (bG) levels and diet guidelines provided by your healthcare
provider
Getting Started
( v1.4 )
Getting Started
Version: 1.4
6
System Setup Wizard
The System Setup Wizard takes you through steps to enter necessary information to make the
a useful tool in helping manage
your health.
The Wizard prompts you for your preferences for certain settings to personalize the
to help meet your needs.
Using the System Setup Wizard is quick and easy, and you do not have to perform these tasks again.
The System Setup Wizard contains three buttons. Depending on the screen, some buttons may be disabled.
The
BACK
button enables you to move to the previous screen
The
NEXT
button enables you to move to the next screen
The
CANCEL
button closes System Setup Wizard without saving changes
Click NEXT to begin.
Plug in Cable
It is recommended that a supported infrared cable be plugged in before starting the
and that the cable be kept plugged in while
the
is running. If you do not have a cable plugged in, exit the
after completing this wizard and plug your cable
into your computer. Restart the
.
System Setup - bG Units
System Setup Wizard
( v1.1 )
System Setup Wizard
Version: 1.0
7
Click on the desired blood sugar (bG) unit of measurement, as discussed with your healthcare provider. Your selection determines the display and/or
printout of your diabetes testing history.
Here are your choices:
mg/dL is milligrams per deciliter
mmol/L is millimoles per liter
Click NEXT
to continue.
System Setup - bG Graph Range
System Setup - Target Defaults
bG Graph Range Screens
If you chose mg/dL on the previous screen, the following screen displays.
You must click one of the options to choose the correct blood sugar (bG)
graph range to display and/or print the results of your diabetes testing.
Here are your choices:
1.
0
-
400 mg/dL. If your diabetes test results are always below 400,
click this option. Graph results do not show anything higher than 400
mg/dL.
2.
0
-
600 mg/dL. If your diabetes test results are sometimes above 400,
click this option. Graph results show results up to 600 mg/dL.
Click NEXT
to continue.
If you chose mmol/L on the previous screen, the following screen displays.
You must click one of the options to choose the desired blood sugar (bG)
graph range to display and/or print the results of your diabetes testing.
Here are your choices:
1.
0
-
25 mmol/L. If your diabetes test results are always below 25, click
this option. Graph results do not show anything higher than 25
mmol/L.
2.
0
-
35 mmol/L. If your diabetes test results are sometimes above 25,
click this option. Graph results show results up to 35 mmol/L.
Click NEXT
to continue.
System Setup Wizard
( v1.1 )
System Setup Wizard
Version: 1.0
8
Enter your personal blood sugar (bG) target range and define the Hypo Limit here. These values can be changed later, if necessary.
If you later add additional people to the program, the values entered here are automatically used as the default values for those people.
Enter information in this manner:
bG target range
In the first box, enter the number that represents the lowest end of the bG target range you and your healthcare provider have defined.
In the second box, enter the number that represents the highest end of the bG target range you and your healthcare provider have defined.
Hypo limit
In the Hypo Limit box, enter the number that you and your healthcare provider have defined as the point below which you have an
undesireably low amount of sugar in your blood.
Click NEXT
to continue.
System Setup - Download Options
You must select one or both check boxes to enable downloads of your device to the
.
You have two choices for download:
Standard Download
and
Express Download
.
Standard Download
saves the information from your device to the
.
Express Download
enables the printing of reports during the download process but does not save the download information to your computer.
When setting up your program, you may want to select both check boxes because at times you may want to download your information without saving it,
and at other times you may want to save the information to the
. By selecting both boxes, you may perform either download at any
Target Defaults Screens
If you chose mg/dL as your preference, the following screen displays.
If you chose mmol/L as your preference, the following screen displays.
System Setup Wizard
( v1.1 )
System Setup Wizard
Version: 1.0
9
time.
You must make at least one selection.
Click NEXT
to continue.
Enable/Disable Features
Enable/Disable Features
enables you, as an administrator of the
, to enable or disable features for all users of the
. Features available to you depend on the activation key used for installation of the program.
Click NEXT
to continue.
System Setup - Administrator Functions
If you see this screen, the check box is selected, and any new
user is automatically an administrator and may perform certain
functions such as enabling, disabling, or changing features for all users of the
.
If you want all new users of the
to have administrator rights, leave the check box checked.
Clicking NEXT
to continue takes you to
System Setup
-
Summary
.
Clearing the check box and completing the System Setup Wizard means that you, as the user who installed the program and entered information, have
access to Administrator Functions. If you decide later to allow other users to access Administrator functions, you may do so on a per
-
user basis.
If you clear the check box, once the Wizard is complete, you are added to the program as the first
user.
If you clear the check box, clicking
NEXT
takes you to the
Add First User Confirmation
box.
Click NEXT
to continue.
System Setup Wizard
( v1.1 )
System Setup Wizard
Version: 1.0
10
Add First User Confirmation Box
This window informs you that you are about to add yourself as the one and only user of the
until you add other users.
If you want to add yourself as the one and only user of the
, click YES
. If you do not want to add yourself as the one and only user,
click NO
.
For more information on how to add other users,
click here
.
System Setup -
Summary
This screen reviews the
options you have chosen for the display of your information. You have the opportunity to change any of the
choices.
If you want to make any changes, use the
BACK
button to return to the correct screen and make changes before proceeding.
When you are satisfied with your choices, click
FINISH
.
The next window you see after clicking
FINISH
is the
Main Menu
for the
.
You are ready to begin using the
.
System Setup Wizard
( v1.1 )
System Setup Wizard
Version: 1.0
11
Options After Set-Up
Following are some common tasks you can perform after completing the
System Setup Wizard
.
If you want to set up your
Personal Profile
, click on the following link:
Adding Personal Info
If you want information on downloading your device, click the following link:
Download Overview
Options After Set
-
Up
( v1.1 )
Options After Set
-
Up
Version: 1.0
12
Navigating the System
Navigating within the
is simple and easy. Click one of the links that follow to learn more.
Navigating the Main Menu
Navigating Using Common Screen Features
Navigating the Main Menu
Navigating within the
begins at the
Main Menu
window.
MAIN MENU OPTIONS
Use this option...
...to do this
Download Device
Download your device to the
.
This function enables you to perform a download and
save the information to the
.
Express Download
Download your device to the
.
This option enables you to quickly and easily print, e
-
mail, and fax reports and other information.
My Data
Manage your information such as creating a new
person or viewing graphs and reports.
Tools
Perform functions such as
Import
,
Export
, and
Set
Device Date/Time
.
Settings
Perform functions such as setting your
Preferences
,
Navigating the System
( v1.2 )
Navigating the System
Version: 1.1
13
Navigating Using Common Screen Features
You can use navigation features to view, input, or delete information to best manage your healthcare. The table
below defines how the
features work.
performing List Management
functions, and finding
System Info
.
Administrative Functions
Perform functions such as
Backup
,
Restore
, and
Enable/Disable
, and determine
System Settings
.
NAVIGATION FEATURES
Feature
Function
Toolbars
This toolbar is an example that displays the
Print
,
E
-
mail
,
Fax
,
Undo Last
Download
, and
Help
buttons.
Toolbars contain quick links to
frequently used functions in the
. A toolbar
is typically displayed as a
horizontal row at the top of the
screen.
Left Navigation Panels
Left navigation panels enable you
to select the specific information
you want to display on screen.
Clicking an option on a
navigation panel takes you
Navigating the System
( v1.2 )
Navigating the System
Version: 1.1
14
This left navigation panel is an example that displays in the
My Data section
of the
. Note that the
My Profile option has been
expanded.
directly to that section of the
.
For example:
Clicking Download takes
you to the section that
enables you to download a
person's device.
Clicking My Profile takes
you to the section that
enables you to create a
new person's or update
already an existing
person's information.
Contract and Expand the Information Area
(Expand information area button)
(Contract information area button)
Contract and Expand the
Information Area
You can reduce the size of the left
navigation panel in order to
provide more space for the
information area of the screen.
To expand the information area:
Click the
button in the
upper right corner of the
information area.
The contracted left navigation
panel will display only icons for
each of the navigation choices.
To contract the information area:
Click the
button in the
upper right corner of the
information area.
The expanded left navigation
panel will display both icons and
Navigating the System
( v1.2 )
Navigating the System
Version: 1.1
15
labels for each navigation choice.
Tabs
These tabs are examples that display on a graph window.
Tabs are visual markers that look
like a tab on a file folder. Click a
tab to access its content. When
selected, a tab is highlighted.
Expand and Collapse Buttons
(Expand button)
(Collapse button)
Click the
button to display an
expandable list of features within
a feature set.
Once the list is expanded, the
Collapse
button displays next to
the feature set.
Click the
button to hide the list
from view so that only the feature
set is visible.
Once the list is hidden from view,
the
Expand
button displays next
to the feature set.
Scroll Bars
Horizontal
Scroll Bar
Vertical Scroll Bar
A scroll bar appears on the side
or bottom of a window.
Click the arrows to make the
information displayed scroll in the
indicated direction. You can also
press, hold, and drag the scroll
bar to scroll the information more
quickly.
When you have more information
than can display on the screen,
the scroll bar can be used to
review all the information.
Fields
Required field
The
Last Name field is an example of a required field.
A field is a space allocated for a
particular item of information you
supply by typing information into
the space.
Note: A required field cannot be
blank. You cannot exit a dialog
box until you either add this
information or click CANCEL
.
This field is marked with an
asterisk (
).
Options
Option Buttons
An option button can be selected
Navigating the System
( v1.2 )
Navigating the System
Version: 1.1
16
These are examples of option buttons. In this example the option selected is
3 charts
.
Check boxes
to make choices in the
.
Note:
You select only one option
at a time.
A check box can be selected to
make choices in the
. When
available you can select multiple
check boxes.
Drop
-
down Lists
This is an example of a date range.
A drop
-
down list is a set of
options from which the user can
select one.
A drop
-
down list appears
when you click the
drop
-
down arrow
.
Highlight and click the
selection.
The presence of a drop
-
down list is noted by an
arrow pointing downward
next to a feature or field.
Buttons and Symbols
Example: The
Edit
button takes the user to a screen to edit or change
information.
Example: The
CANCEL
button typically stops activity in process, takes you
to the previous screen, or aborts any information changed in a screen before
saving it.
Buttons provide the user ways to:
trigger an event, such as
moving to the next screen,
or creating new information
respond to dialog boxes,
such as approving or
rejecting information
changes
Other Navigation Features
Example: The calendar symbol helps you identify a specific date range by
displaying two selection calendars allowing you to specify start and end
dates.
Example: This feature allows the user to change the person whose
information will be downloaded.
These are other navigation
features in the
.
Navigating the System
( v1.2 )
Navigating the System
Version: 1.1
17
Navigating the System
( v1.2 )
Navigating the System
Version: 1.1
18
Using Help
Learn About the Help Window
Learn About Using Your Keyboard to Navigate Within Help
Learn About Accessing Help
Learn About Using the Index Tab
Learn About Using the Answer Wizard (Search)
Learn About Printing Help Topics
Learn About Additional Help Resources
The way you navigate the Help in the
is much the same way you navigate the Help in any
software to do the following:
Get help you need to accomplish your task.
Specify where you want to search for help.
Restrict the scope of your search to a specific category or topic within a program.
Learn About the Help Window
The Help window is set up for you to quickly and easily search for and obtain help on selected topics by using
The title bar
The toolbar
The tabs
The keyboard
Help content area
The title bar consists of the standard title bar buttons found in most software applications.
TITLE BAR BUTTONS
Use this button...
to do this...
Close button
Click to close the window and exit the application.
Maximize button
Click to maximize the window and fill the screen.
Restore button
Click to restore a view to its previous size.
Minimize button
Click to reduce a program to a button on the taskbar.
Using Help
( v1.2 )
Using Help
Version: 1.2
19
The Toolbar consists of buttons used to navigate the Help system and print selected topics.
Tabs are visual markers that look like a tab on a file folder. Click on a tab at the top part of a file to access another
part of the file.
TOOLBAR BUTTONS
Use this button...
to do this...
Show button
Enables you to bring back the tabs area section of the
Help window.
Hide button
Enables you to hide from view the tabs area section of
the Help window.
Forward button
Enables you to move to the next help screen.
Back button
Enables you to display a previously viewed help topic.
You can go back to previously viewed help topics in
sequential order.
Print topic
Enables you to print the help topic currently displayed
in the right panel of the Help window.
Print feature
Enables you to print all help content associated with a
specific feature currently displayed in the right panel of
the Help window.
Print user guide
Enables you to print all help content as a user's manual.
TAB PAGES
Use this tab...
to do this...
Contents
Display the available help topics in the contents.
Note:
Content on a selected help topic displays in the
right panel of the Help window.
Using Help
( v1.2 )
Using Help
Version: 1.2
20
Learn About Using Your Keyboard to Navigate Within Help
Within Help, you can navigate the help topics of the tab area in a particular order by using the Up and Down Arrow
keys. Each tab is associated with a content page that displays when that tab is selected.
For the Contents, Answer Wizard and Index Tabs:
Press the down arrow key to move to the next topic.
Press the up arrow key to move to the previous topic.
Press the Enter key with your cursor on a topic to display content for that topic; it has the same effect as
double
-
clicking on the topic with the mouse.
For the Contents Tab Only:
When the cursor is resting on a topic title, press the right arrow key to expand the topic and show additional
sub
-
titles for that topic.
When the cursor is resting on an expanded topic title, press the left arrow key to collapse the list of
additional sub
-
titles for that topic.
When the cursor is resting on one of the expanded sub
-
title listings, press the left arrow key to return to the
main title for that topic.
Learn About Accessing Help
You can access the Help system in many ways:
Click Help
on the toolbar to open the Help window. Three tabs
Contents
,
Answer Wizard
, and
Index
display.
Click Help
in any dialog box.
Use buttons on the toolbar: Rest your cursor on a button on the toolbar to see a brief description of the
button.
Learn About Using the Index Tab Within Help
Answer Wizard
Type a question based on the topic with which you
need help. The
shows you the
results of that search.
Note:
Content on a selected help topic displays in the
right panel of the Help window.
Index
Search for help by using keywords from an existing list
or from words you type.
Note:
Content on a selected help topic displays in the
right panel in the Help window.
Using Help
( v1.2 )
Using Help
Version: 1.2
21
The
Index
tab within the Help window displays a list of available Help Topics organized by the
features.
Three fields display within the
Index
tab.
You can navigate the
Index
tab by using the keyboard or the mouse.
USE OF THE FIELDS WITHIN THE INDEX TAB
Use this field or text box...
...to do this
Type keyword
Type in a keyword to search for help.
Note:
This field accepts what you type only if it
matches an item in the
Or choose keyword
section.
Or choose keyword
Select a keyword to search for help on a particular
topic. This text box scrolls to the item that matches the
text in the
Type keyword
field.
Choose a topic
Display all help topics.
NAVIGATING WITHIN THE INDEX TAB
Use this method...
...this way
Mouse
Click a keyword in the
Or choose keyword
section to:
Display all help topics for that keyword in
Choose
a topic section
Populate the
Type keyword
field with that
keyword
Display the help content for the first help topic in
Choose a topic
. Information displays in the right
panel of the Help window
Keyboard
To change the focus of your search:
Using Help
( v1.2 )
Using Help
Version: 1.2
22
Learn About Using the Answer Wizard (Search) Tab Within Help
The
Answer Wizard
tab within the Help Dialog box allows you to search for help by typing in specific questions.
The Help Topics are organized by the
feature sets and features.
Three elements display within the
Answer Wizard
tab.
Press the UP ARROW to highlight the item
directly above the selected item in
Choose a
topic
section.
Press the DOWN ARROW to highlight the item
directly below the selected item in the
Choose a
topic
section.
Press the UP ARROW to highlight the item
directly above the selected item in the
Or choose
keyword
section.
Press the DOWN ARROW to highlight the item
directly below the selected item in the
Or choose
keyword
section.
FINDING INFORMATION WITHIN THE ANSWER WIZARD TAB
This field, text box, or button...
...does this
What would you like to do?
Displays a question you type.
When typing a question, do not be concerned
about punctuation.
Searches are not case sensitive. You can type
your question in uppercase or lowercase letters.
SEARCH
Displays help topics and content you identify.
Click SEARCH
to:
Display all help topics identified with your
question from the
What would you like to do?
field
Display the help content for the first help topic in
the
Select topic to display
area. Information
displays in the right panel of the help window.
Note:
Press ENTER while the focus is on the
What
would you like to do? field to perform the same action
as clicking SEARCH
.
Select topic to display
Displays the results of your search. The contents of this
field are functions of the
.
Using Help
( v1.2 )
Using Help
Version: 1.2
23
You can navigate the
Answer Wizard
tab by using the keyboard or the mouse.
Learn About Printing Help Topics
Three printing options display on the Help system toolbar within the Help window. By using individual buttons from
the Help screen toolbar, you can print
All the contents (help topics) of a feature
--
Print Topic
button
Only the contents of an individual topic
--
Print Feature
button
ALL help topics
--
Print User Guide
button
NAVIGATING WITHIN THE ANSWER WIZARD TAB
Use the...
...to do this
Mouse
Click SEARCH
to
Display all help topics identified with your
question from the
What would you like to do?
field
Display the help content for the first help topic in
Select topic to display
area. Information displays
in the right panel of the help window.
Note:
Press ENTER while the focus is on the
What
would you like to do? field to perform the same action
as clicking SEARCH
.
Click a topic in the Select topic to display
the window
where you can view the help content. Information
displays in the right panel of the help window.
Keyboard
Press the UP ARROW when an item is
highlighted in
Select topic
to display the previous
item.
Press the DOWN ARROW when an item is
highlighted in
Select topic
to display the next
item.
Using Help
( v1.2 )
Using Help
Version: 1.2
24
Learn About Additional Help Resources
You have additional HELP resources to assist you in managing your health.
Contact your local Roche/
representative with questions about the
.
Visit our website, www.accu
-
chek.com, for diabetes information, health management tools, and product
demonstrations.
Refer to the user's manual that came with your meter or insulin pump, if you have trouble with your meter or
insulin pump.
Contact the healthcare professionals with whom you work.
Note:
Consult with a doctor about using this software to help you manage your health. Always ask a doctor when
you have a question about your healthcare plan.
USING THE PRINT BUTTONS ON THE TOOLBAR
To print a...
...do this.
Single help topic
1.
Click the title of the topic you want to print in the
Help screen
Table of Contents
.
2.
Click Print Topic
on the Help screen toolbar.
3.
Click OK
in the Print dialog box.
Feature
1.
Click the feature of the topic you want to print in
the Help screen
Table of Contents
.
2.
Click Print Feature
on the Help screen toolbar.
3.
Click OK
in the Print dialog box.
User guide
1.
Click Print User Guide
on the Help screen
toolbar.
2.
Click OK
in the Print dialog box.
Using Help
( v1.2 )
Using Help
Version: 1.2
25
Main Menu
Main Menu
( v1.1 )
Main Menu
Version: 1.0
26
Main Menu Overview
The
Main Menu
window displays all the primary function buttons. In the top right corner is a link for
Help. Clicking
the
Help
link takes you to the help system for the
.
Some or all of the following buttons display, depending on the choices you made in system setup. Click any of the
buttons to start using the features in the
.
Download Device
downloads information from your device and saves the information in the
.
Express Download
downloads information from your device and generates reports but does not save
the information in the
.
My Data
allows you to view and update health information using logbooks and graphs.
Tools
allows you to
Clear Device Memory
and
Set Device Date/Time
.
Settings
allows you to set your
Preferences
, perform
List Management
functions, and find
System
Info
.
Administrator Functions
allows you to enter a new user or change a user's role,
Enable/Disable
certain
program settings, Backup or Restore
your information, and determine
System Settings
.
To close the program, click EXIT
.
Main Menu
( v1.1 )
Main Menu Overview
Version: 1.0
27
Download
Download
( v1.4 )
Download
Version: 1.0
28
Download Overview
The standard Download function downloads data for a person to the computer from the following
compatible products:
Meter Systems
Insulin Pump Systems
Health Management Devices
Reports can then be produced for the person.
The primary difference between standard Download and Express Download is as follows: standard Download
saves the information from your device to the
. Express Download allows you to print reports
during the standard Download process but does not save the information to the computer. Standard Download
can be started by clicking Download Device
on the
Main Menu
window or
Download
on the left navigation bar
of the
My Data
window.
Related Links
Download
-
Prepare Device
Download
-
Communication Status
Download
-
No Device Detected
Download
-
Set Device Date and Time
Download
-
Resolve Conflict
Download
-
Select Patient
Create New Patient (Quick Entry) Dialog Box
Download
-
No Records
Download
-
No New Records
Download Review and Confirm
Download
-
Select Patient Dialog Box (from Download
-
Review & Confirm)
Download
-
Select Reports Dialog Box
Download
-
Review Records
Download
-
Edit Diary Record Dialog Box
Download
( v1.4 )
Download Overview
Version: 1.0
29
How to Start a Download
The standard Download function downloads data to your
. Follow these steps:
1.
Prepare your device for download.
2.
Connect the device to the computer.
Important:
If you are using an infrared cable, it is recommended that the cable be plugged in before
starting the
and to keep the cable plugged in while the
is
running.
3.
Click Download Device
on the
Main Menu
menu window.
Note:
You can also click
Download
on the
My Data
left navigation panel.
4.
Follow the instructions that appear in the download screens.
Related Links
Download Overview
Download
( v1.4 )
How to Start a Download
Version: 1.1
30
Express Download Overview
The Express Download function generates reports using patient data downloaded from the following
compatible products:
Meter Systems
Insulin Pump Systems
Health Management Devices
The primary difference between Express Download and standard Download is that Express Download does not
save the patient's data from the device in the
. You may start Express Download by clicking
Express Download
on the
Main Menu
window.
Related Links
Express Download
-
Prepare Device
Express Download
-
Communication Status
Express Download
-
No Device Detected
Express Download
-
Set Device Date and Time
Express Download
-
Select Reports
Download
( v1.4 )
Express Download Overview
Version: 1.0
31
How to Start an Express Download
The Express Download function generates reports using data downloaded. The primary difference between
Express Download and standard Download is that Express Download does not save the data from the device in
the
. Follow these steps:
1.
Prepare your device for download.
2.
Connect the device to the computer.
Important:
If you are using an infrared cable, it is recommended that the cable be plugged in before
starting the
and to keep the cable plugged in while the
is
running.
3.
Click Express Download
on the
Main Menu
menu window.
4.
Follow the instructions that appear in the Express Download screens.
Related Links
Express Download Overview
Download
( v1.4 )
How to Start an Express Download
Version: 1.1
32
Preparing the ACCU-CHEK® Active Meter for Communication
The process for preparing the
meter for communication varies depending on which model you
are using.
Follow these instructions for these meters:
Before attempting to connect the
meter for communication with the
, follow
these recommendations
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the
M
button on the meter until "
PC" appears on the meter's screen.
Doing so puts the
meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the infrared
cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter or the
cable while the devices are communicating. You are now ready to use the
software to
communicate information from the meter.
Note:
After communicating information, you may turn off the meter by pressing the
M
button.
Follow these instructions for this meter:
If your meter looks like the following, click on the
image below for a visual demonstration on how to put
your meter in communication mode.
Show me how to put my meter in communication
mode.
If your meter looks like the following, click on the
image below for a visual demonstration on how to put
your meter in communication mode.
Show me how to put my meter in communication
mode.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Active Meter for Communication
Version: 1.3
33
Show me how to put my meter in communication mode.
To prepare the meter for communication with the
, follow these steps:
1.
Plug the small end of the USB cable into the USB port on the left side of the meter.
2.
Plug the large end of the USB cable into an available USB port on the computer.
3.
If the meter is off, it is turned on when it is connected to the computer. "
PC
" flashes on the meter's screen
until the connection to the computer has been successfully established.
4.
You are now ready to use the
software to communicate information from the meter.
Note:
After communicating information, unplug the USB cable from the meter to turn the meter off. "
End" is
displayed on the meter display for approximately 3 seconds before the meter turns itself off.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK ACTIVE are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Active Meter for Communication
Version: 1.3
34
Preparing the ACCU-CHEK® Aviva Meter for Communication
Before attempting to connect the
meter for communication with the
, follow
these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, PDAs, and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the two
arrow
buttons on the meter at the same time until two arrows
appear on the meter's screen. The arrows on the screen indicate that the
meter is in
communication mode.
Note:
Images of devices are representative only. There may be cosmetic differences between your device
and the device pictured above.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the infrared
cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter or the
cable while the devices are communicating. You are now ready to use the
software to
communicate information from the meter.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK AVIVA are trademarks of Roche.
All other product names are property of their respective owners.
If your meter looks like the following, click on the
image below for a visual demonstration on how to
put your meter in communication mode.
Show me how to put my meter in communication
mode.
If your meter looks like the following, click on the
image below for a visual demonstration on how to
put your meter in communication mode.
Show me how to put my meter in communication
mode.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Aviva Meter for Communication
Version: 1.4
35
Preparing the ACCU-CHEK® Aviva Combo Meter for
Communication
Before attempting to connect the
meter for communication with the
,
follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
From the main menu, select
My Data
.
2.
Select Data Transfer
.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Note:
The text associated with menu options may vary. The language displayed on the device may be different
than the language used by the
software.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK AVIVA COMBO are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Aviva Combo Meter for Communication
Version: 1.2
36
Preparing the ACCU-CHEK® Aviva Connect Meter for
Communication
The
meter communicates with the
through a USB cable that
connects the meter to the computer.
Prepare the meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the
Back
and
OK
buttons on the meter at the same time until the meter
turns on.
3.
Select Data Transfer
, then select
USB Cable
.
4.
Plug in the USB cable:
Make sure the larger end of the USB cable is securely inserted into a USB port on your computer.
Make sure the smaller end of the USB cable is securely inserted into the port on the right side of the
meter.
5.
Do not move the meter or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Show me how to put my meter in communication mode.
Note:
The meter can also be put into communication mode by plugging the USB cable into the computer if
Data
Transfer
is selected as the default communication mode. Please refer to the user's manual that came with the
device for instructions on selecting the default communication mode.
Note:
The text associated with menu options may vary. The language displayed on the device may be different
than the language used by the
software.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK AVIVA CONNECT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Aviva Connect Meter for Communication
Version: 1.6
37
Preparing the ACCU-CHEK® Aviva Expert Meter for Communication
Before attempting to connect the
meter for communication with the
,
follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
From the main menu, select
My Data
.
2.
Select Data Transfer
.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Note:
The text associated with menu options may vary. The language displayed on the device may be different
than the language used by the
software.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK AVIVA EXPERT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Aviva Expert Meter for Communication
Version: 1.2
38
Preparing the ACCU-CHEK® Aviva Insight Diabetes Manager for
Communication
The
diabetes manager, also referred to as a meter, communicates with the
through a USB cable that connects the meter to the computer.
Note:
Unless prompted, do not press any buttons on the device while in communication mode.
Prepare the meter for communication by using the following steps:
1.
Plug the small end of the USB cable into the USB port on the meter.
2.
Plug the large end of the USB cable into an available USB port on the computer.
Note: Select Communication>Connect to PC
from the Main Menu to establish a data connection if the
meter is connected to a computer with a USB cable that is charging in idle status. The text associated with
menu options may vary. The language displayed on the device may be different than the language used by
the
.
Show me how to put my meter in communication mode.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK AVIVA INSIGHT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Aviva Insight Diabetes Manager for
Communication
Version: 1.6
39
Preparing the ACCU-CHEK® Aviva Nano Meter for Communication
Before attempting to connect the
meter for communication with the
,
follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the two
arrow
buttons on the meter at the same time until two arrows
appear on the meter's screen. Doing so puts the
meter in communication mode.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK AVIVA NANO are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Aviva Nano Meter for Communication
Version: 1.2
40
Preparing the ACCU-CHEK® Compact Meter for Communication
Before attempting to connect the
meter for communication with the
, follow
these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards, mice,
personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the
Mem
button and the
Set
button on the meter at the same time until two
arrows appear on the meter's screen. Doing so puts the
meter in communication mode.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the infrared
cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter or the cable
while the devices are communicating. You are now ready to use the
software to
communicate information from the meter.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK COMPACT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Compact Meter for Communication
Version: 1.2
41
Preparing the ACCU-CHEK® Compact Plus Meter for
Communication
Before attempting to connect the
meter for communication with the
,
follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the
M
button and the
S
button on the meter at the same time until two
arrows appear on the meter's screen. Doing so puts the
meter in communication
mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK COMPACT are trademarks of Roche.
All other product names are property of their respective owners.
If your meter looks like the following, click on the
image below for a visual demonstration on how to
put your meter in communication mode.
Show me how to put my meter in communication
mode.
If your meter looks like the following, click on the
image below for a visual demonstration on how to
put your meter in communication mode.
Show me how to put my meter in communication
mode.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Compact Plus Meter for Communication
Version: 1.2
42
Preparing the ACCU-CHEK® D-TRONplus Insulin Pump for
Communication
Before attempting to connect the
insulin pump for communication with the
, follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the insulin pump.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
The built
-
in infrared window in the bottom of the
insulin pump allows for communication
between the insulin pump and the computer.
Prepare the
insulin pump for communication:
1.
Put the
insulin pump in the
STOP mode.
2.
Disconnect or remove the infusion set from the adapter.
3.
Make sure that the pump's KeyLock is deactivated or the buttons (keys) are unlocked.
4.
Press the
button four times to move to the
Data Transfer
screen.
5.
Press the
button to confirm your request to use the
Data Transfer
screen.
Show me how to put my insulin pump in communication mode.
6.
Set the
insulin pump on a flat surface.
7.
Point the side of the insulin pump with its infrared window toward the front of the infrared cable. The insulin
pump should be about 4 inches (10 cm) from the infrared cable. Do not move the insulin pump or the cable
during the communication between the insulin pump and the computer. You are now ready to use the
software to communicate information from the insulin pump.
8.
When the communication is complete, press the
button on the pump to return to the
STOP
mode. You
may now reconnect the infusion set or set up the insulin pump with a cartridge, adapter, and a new infusion
set, according to the instructions in the user manual for the
insulin pump.
Note:
The insulin pump automatically returns to the
STOP
mode 15 minutes after the last communication. You
can also press the
button to place the insulin pump in
STOP mode.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
D
-
TRONplus Insulin Pump for Communication
Version: 1.2
43
ACCU
-
CHEK, ACCU
-
CHEK 360°, and D
-
TRONplus are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
D
-
TRONplus Insulin Pump for Communication
Version: 1.2
44
Preparing the ACCU-CHEK® Go Meter for Communication
Before attempting to connect the
meter for communication with the
, follow
these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
This step differs depending on the version of the
meter you have. If the meter looks like the
meter depicted below, with the meter off, press and hold the
M
button on the meter until
PC appears on the
meter's screen. Doing so puts the
meter in communication mode.
Show me how to put my meter in communication mode.
3.
If the meter looks like the one below, with the meter off, press and hold the
left arrow
and
on/off
buttons on
the meter at the same time until
PC
appears on the meter's screen. Doing so puts the
meter
in communication mode.
Show me how to put my meter in communication mode.
4.
Set the
meter on a flat surface and point the top of the meter toward the front of the infrared
cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter or the
cable while the devices are communicating. You are now ready to use the
software to
communicate information from the meter.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Go Meter for Communication
Version: 1.2
45
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK GO are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Go Meter for Communication
Version: 1.2
46
How to Download Data from the ACCU-CHEK® Insight Insulin Pump
The
does not support direct communication with the
insulin pump. If the
insulin pump is paired with a meter, the
can download insulin pump information from the
paired meter.
Refer to the table below for instructions on how to put your meter in communication mode. When the
connects to the meter, it automatically downloads information for the paired insulin pump.
Note:
Please refer to the user's manual that came with the devices for instructions on how to pair the meter and
pump. If you do not have a user's manual, please contact your local Roche representative.
Note:
Images of devices are representative only. There may be cosmetic differences between your device and
those pictured below.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK INSIGHT are trademarks of Roche.
All other product names are property of their respective owners.
Click on your device below for text instructions. Click Show Me for a visual demonstration.
Download
( v1.4 )
How to Download Data from the ACCU
-CHEK®
Insight Insulin Pump
Version: 1.6
47
Preparing the ACCU-CHEK® Integra Meter for Communication
Before attempting to connect the
meter for communication with the
, follow
these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the
MEMO
button and the
SET
button on the meter at the same time until
two arrows appear on the meter's screen. Doing so puts the
meter in communication
mode.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK INTEGRA are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Integra Meter for Communication
Version: 1.2
48
Preparing the ACCU-CHEK® Mobile Meter for Communication
The process for preparing the
meter for communication varies depending on which model you
are using.
Follow these instructions for this meter:
Show me how to put my meter in communication mode.
Before attempting to connect the
meter for communication with the
, follow
these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, PDAs, and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the two
arrow
buttons on the meter at the same time until the meter turns
on.
3.
Select For Analysis
. Doing so puts the
meter in communication mode.
4.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Follow these instructions for this meter:
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Mobile Meter for Communication
Version: 1.4
49
Show me how to put my meter in communication mode.
To prepare the meter for communication with the
, follow these steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the two
arrow
buttons on the meter at the same time until the meter turns
on.
3.
Select Data transfer
. Doing so puts the
meter in communication mode.
4.
Plug in the USB cable:
Make sure the larger end of the USB cable is securely inserted into a USB port on your computer.
Make sure the smaller end of the USB cable is securely inserted into the port on the left side of the
meter.
5.
Do not move the meter or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Note:
The meter can also be put into communication mode by plugging the USB cable into the computer if
Data
transfer
is selected as the default communication mode. Please refer to the user's manual that came with the
device for instructions on selecting the default communication mode.
Note:
The text associated with menu options may vary. The language displayed on the device may be different
than the language used by the
software.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK MOBILE are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Mobile Meter for Communication
Version: 1.4
50
Preparing the ACCU-CHEK® Performa Meter for Communication
Before attempting to connect the
meter for communication with the
,
follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, PDAs, and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the two
arrow
buttons on the meter at the same time until two arrows
appear on the meter's screen. The arrows on the screen indicate that the
meter is in
communication mode.
Note:
Images of devices are representative only. There may be cosmetic differences between your device
and the device pictured above.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK PERFORMA are trademarks of Roche.
All other product names are property of their respective owners.
If your meter looks like the following, click on the
image below for a visual demonstration on how to
put your meter in communication mode.
Show me how to put my meter in communication
mode.
If your meter looks like the following, click on the
image below for a visual demonstration on how to
put your meter in communication mode.
Show me how to put my meter in communication
mode.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Performa Meter for Communication
Version: 1.4
51
Preparing the ACCU-CHEK® Performa Combo Meter for
Communication
Before attempting to connect the
meter for communication with the
, follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
From the main menu, select
My Data
.
2.
Select Data Transfer
.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of
the infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the
meter or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Note:
The text associated with menu options may vary. The language displayed on the device may be different
than the language used by the
software.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and PERFORMA COMBO are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Performa Combo Meter for Communication
Version: 1.2
52
Preparing the ACCU-CHEK® Performa Connect Meter for
Communication
The
meter communicates with the
through a USB cable that
connects the meter to the computer.
Prepare the meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the
Back
and
OK
buttons on the meter at the same time until the meter
turns on.
3.
Select Data Transfer
, then select
USB Cable
.
4.
Plug in the USB cable:
Make sure the larger end of the USB cable is securely inserted into a USB port on your computer.
Make sure the smaller end of the USB cable is securely inserted into the port on the right side of the
meter.
5.
Do not move the meter or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Show me how to put my meter in communication mode.
Note:
The meter can also be put into communication mode by plugging the USB cable into the computer if
Data
Transfer
is selected as the default communication mode. Please refer to the user's manual that came with the
device for instructions on selecting the default communication mode.
Note:
The text associated with menu options may vary. The language displayed on the device may be different
than the language used by the
software.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK PERFORMA CONNECT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Performa Connect Meter for Communication
Version: 1.6
53
Preparing the ACCU-CHEK® Performa Expert Meter for
Communication
Before attempting to connect the
meter for communication with the
, follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
From the main menu, select
My Data
.
2.
Select Data Transfer
.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of the
infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the meter
or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
Note:
The text associated with menu options may vary. The language displayed on the device may be different
than the language used by the
software.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and PERFORMA EXPERT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Performa Expert Meter for Communication
Version: 1.2
54
Preparing the ACCU-CHEK® Performa Insight Diabetes Manager for
Communication
The
diabetes manager, also referred to as a meter, communicates with the
through a USB cable that connects the meter to the computer.
Note:
Unless prompted, do not press any buttons on the device while in communication mode.
Prepare the meter for communication by using the following steps:
1.
Plug the small end of the USB cable into the USB port on the meter.
2.
Plug the large end of the USB cable into an available USB port on the computer.
Note: Select Communication>Connect to PC
from the Main Menu to establish a data connection if the
meter is connected to a computer with a USB cable that is charging in idle status. The text associated with
menu options may vary. The language displayed on the device may be different than the language used by
the
.
Show me how to put my meter in communication mode.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK PERFORMA INSIGHT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Performa Insight Diabetes Manager for
Communication
Version: 1.6
55
Preparing the ACCU-CHEK® Performa Nano Meter for
Communication
Before attempting to connect the
meter for communication with the
, follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the meter.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
meter for communication by using the following steps:
1.
If the meter is on, turn it off.
2.
With the meter off, press and hold the two
arrow
buttons on the meter at the same time until two arrows
appear on the meter's screen. Doing so puts the
meter in communication mode.
Show me how to put my meter in communication mode.
3.
Set the
meter on a flat surface and point the top of the meter toward the front of
the infrared cable. The meter should be about 10 cm (4 inches) from the infrared cable. Do not move the
meter or the cable while the devices are communicating. You are now ready to use the
software to communicate information from the meter.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and PERFORMA NANO are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Performa Nano Meter for Communication
Version: 1.2
56
Preparing the ACCU-CHEK® Spirit Insulin Pump for Communication
Before attempting to connect the
insulin pump for communication with the
,
follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the insulin pump.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
The built
-
in infrared window at the bottom of the
insulin pump allows for communication between
the insulin pump and the computer.
Prepare the
insulin pump for communication:
1.
Press the
button (key) to put the
insulin pump in the
STOP mode.
2.
Disconnect or remove the infusion set.
3.
Press the
button four times to move to the
Communication
screen shown on the pump's display.
4.
Press the
button to move to the
Data Transfer
screen. A melody plays to signify that you have put the
insulin pump in communication mode.
Show me how to put my insulin pump in communication mode.
5.
Set the
insulin pump on a flat surface.
6.
Point the bottom of the insulin pump toward the front of the infrared cable. The insulin pump should be about
4 inches (10 cm) from the infrared cable. Do not move the insulin pump or the cable during the
communication between the insulin pump and the computer. You are now ready to use the
software to communicate information from the insulin pump.
7.
When the communication is complete press the
button on the pump to return to the
STOP
mode. You may
now reconnect the infusion set or set up the insulin pump with a cartridge, adapter, and a new infusion set,
according to the instructions in the user manual for the
insulin pump.
Note:
The insulin pump automatically returns to the
STOP
mode 15 minutes after the last communication. You
can also press the
button to place the insulin pump in
STOP mode.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Spirit Insulin Pump for Communication
Version: 1.2
57
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK SPIRIT are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Spirit Insulin Pump for Communication
Version: 1.2
58
Putting the ACCU-CHEK® Spirit Combo Insulin Pump in
Communication Mode
The built
-
in infrared interface on the bottom of the
insulin pump enables the user to
transfer data between the insulin pump and the computer.
To prepare the
insulin pump for communication:
1.
Put the
insulin pump in
STOP mode.
2.
Press
to move to the
Data Transfer
screen shown on the insulin pump's display. Press
to select.
3.
Press
.
Show me how to put the insulin pump in communication mode.
4.
Set the
insulin pump on a flat surface.
5.
Point the bottom of the insulin pump toward the front of the supported infrared cable. The insulin pump
should be approximately 4 inches (10 cm) from the infrared cable. Do not move the insulin pump or the
cable during the communication between the insulin pump and the computer. The
software is now ready to communicate information from the insulin pump.
6.
When the data transfer is complete press
to return to the
STOP mode.
Note:
The insulin pump automatically returns to the
STOP
mode 15 minutes after the last data transfer when the
Data Transfer screen in selected.
Press
and
twice simultaneously to exit while data is being transferred. The data transfer is interrupted,
and an error message occurs.
Download
( v1.4 )
Putting the ACCU
-CHEK®
Spirit Combo Insulin Pump in Communication Mode
Version: 1.2
59
Errors:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on the
computer.
Use only a supported infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the insulin pump.
Make sure that only the device used for the communication is within receiving range of the infrared cable.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and ACCU
-
CHEK SPIRIT COMBO are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Putting the ACCU
-CHEK®
Spirit Combo Insulin Pump in Communication Mode
Version: 1.2
60
Preparing the ACCU-CHEK® Voicemate Plus for Communication
Before attempting to connect the
for communication with the
,
follow these recommendations:
Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your
computer.
Use only an approved infrared cable. Built
-
in infrared windows in portable computers are not currently
supported.
Relocate any devices near the infrared cable that may interfere with its proper function, such as keyboards,
mice, personal data assistants (PDAs), and notebook computers with infrared windows.
Avoid direct sun exposure to the infrared cable and the infrared window of the
Make sure that only the device used for the communication is within receiving range of the infrared cable.
Prepare the
health management device for communication by using the following
steps:
1.
Set the
on a flat surface and point the top of the
toward the front of the infrared cable. The
should be about 10 cm (4 inches)
from the infrared cable.
Show me how to put my health management device in communication mode.
2.
With your
turned on, press 0, then press 3 and then press 3 again. You hear
spoken prompts after each selection. This puts the
in communication mode.
You are now ready to use the
software to communicate information from the
. Do not move the
or the cable while the devices
are communicating.
ACCU
-
CHEK, ACCU
-
CHEK 360°, and VOICEMATE are trademarks of Roche.
All other product names are property of their respective owners.
Download
( v1.4 )
Preparing the ACCU
-CHEK®
Voicemate Plus for Communication
Version: 1.2
61
Auto Detect
Download
( v1.4 )
Auto Detect
Version: 1.0
62
Auto-Detect Overview
Auto
-
Detect
is a feature that continuously checks for a connected device. When it finds a device it starts the
download process. The Auto
-
Detect process has a menu that is accessed from an icon in the system tray of your
computer. The menu has the following choices:
Close the Auto
-
Detect
Select this option to close the auto
-
detect mode.
Download Select this option to specify standard Download as the download process auto
-
detect starts.
The Download setting has three options:
Output reports and open
Output reports
Download only
Note:
One download option must be selected at all times. When any of the three standard Download
processes is selected, data is stored in the
, and auto
-
detect starts the program.
Express Download Select this option to specify Express Download as the download process auto
-
detect starts.
Note:
One download option must be selected at all times. Express Download does not store the data in the
.
Load at OS Startup
Select this option to have auto
-
detect open whenever your computer is started.
Help Select this option to open Help
text related to this menu.
System Info
Select this option to open the
System Info dialog box.
Download
( v1.4 )
Auto
-
Detect Overview
Version: 1.1
63
Data Synchronization
Data Synchronization
( v1.6 )
Data Synchronization
Version: 1.6
64
Synchronizing Data with an Online Account
The Data Synchronization function in the
enables you to synchronize health information with
an
System online account.
To synchronize data, you must first pair your
database with an online account using the Data
Synchronization Settings feature.
You can synchronize data with an online account from the function button on the Main Menu, or the menu option in
the Administrator Functions menu. You also can synchronize from the Roche Task Manager icon in your system
tray. The data synchronization process is different depending on what you selected for the
Data Synchronization
Type
in the Data Synchronization Settings:
If the data synchronization type is set to
Send and receive data
, synchronizing data downloads data from
the paired online account to the current
database. It also uploads the data from the
database to the online account.
If the data synchronization type is set to
Only receive data
, synchronizing data downloads data from the
paired online account to the current
database. This type of data synchronization does
not upload data from the
database to the online account.
Note:
To use this feature, your PC must be connected to the Internet.
Follow these steps to synchronize data with an online account:
1.
Click Synchronize Data Now
on the
Main Menu
window.
Note:
You also can:
Right
-
click the Roche Task Manager icon in the system tray, hover over
Data Synchronization
, then
click Synchronize Data.
Click Data Synchronization
from the
Administrator Functions
menu, then
Synchronize Data Now
.
2.
The
Synchronizing Data
dialog box displays an indication of whether the synchronization started.
If the synchronization failed, review the reason for the failure on the
Synchronizing Data dialog box.
When you are finished, click
CLOSE to close the dialog box.
If synchronization started, click
CLOSE
to close the
Synchronizing Data
dialog box. You can view the
progress of the synchronization from the Roche Task Manager.
Note:
To cancel a synchronization that is in progress, right click the Roche Task Manager icon, hover over
Data Synchronization
, then click
Cancel Synchronization.
3.
When the synchronization finishes, the Roche Task Manager displays a completion status. You are notified
whether the synchronization was successful.
Related Links
Synchronizing Data Dialog Box
Pairing the Database with an Online Account
Data Synchronization
( v1.6 )
Synchronizing Data with an Online Account
Version: 1.6
65
My Data
My Data
( v1.3 )
My Data
Version: 1.0
66
My Data Overview
The options found under
My Data
enable you to maintain basic information about people, their healthcare
providers, and their insurance providers. This area also provides you with a place to record and review
information about a person's health. The following choices are available under
My Data
:
Download downloads data from a device provided by a person.
Note:
If
Download is disabled, this becomes Express Download
.
Summary
displays graphs and reports that display information about a person's health.
Patient Profile
maintains personal information for each person, including individualized therapy plans,
goals, histories, healthcare provider data, and insurance provider data.
Logbook and Records
displays information related to each person's blood sugar (bG) levels, such as
medications, meals, and exercise.
Graphs
displays graphs with information about the person's health.
Structured Testing
adds structured information collection and new reports to the
for periodically tracking and visualizing relevant information to enable better diabetes management
decisions.
Toolbar
performs tasks such as undoing a download, or generating and printing reports.
Note:
If more than one person's data is entered in the
, you must select the person you want
from the list in the
Select Person dialog box to open the My Data
window.
Related Links
Learn About the My Data Window
My Data
( v1.3 )
My Data Overview
Version: 1.1
67
Learn About the My Data Window
My Data
enables you to track the status of a person's health. The options here allow you to review and maintain
information about a person through profile information, logbooks and records, and graphs. From this window you can
initiate a download, undo a download, select information to display on screen, or print, e
-
mail or fax reports.
Before you can use any
My Data
options, you must first specify an individual person.
If you are the only person for whom information is entered in the
, the
My Data window opens
with your information displayed.
If more than one person's information is entered in the
, you must select the person you want
from the list in the
Select Person dialog box to open the My Data
window with information displayed for that
person.
The
My Data
window enables you to track the status of a person's health.
Learn About the Information
Learn About the Window Components
Learn About What You Can Do
Learn About the Information
The
My Data
window enables you to access the following:
Summary
displays an at
-
a
-
glance summary of the person's health information.
Download
starts the download process to download information from a person's device.
My Profile accesses information about the selected person.
Personal
displays the selected person's personal information, such as identification and contact information
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
68
Diabetes Therapy
displays current and past information about the selected person's diabetes therapy, such
as diet, medication, and exercise
Target and Events
displays the person's blood sugar (bG) level target range, the bG result flagged with an
(*) on a device text, and other health record targets
Day and Week
displays time settings for the selected person, which the
uses to
personalize the graphs and logbook displays
Healthcare Providers
displays contact information for each of the selected person's healthcare providers
Insurance
displays contact and policy information for each of the selected person's insurance providers
Logbook and Records
accesses information about the selected person's health.
Logbook
displays blood sugar levels, insulin values, exercise information, events, comments, and insulin
pump events, in three different formats
Total Daily Dose
displays detail about daily bolus insulin amounts, daily basal insulin amounts, the
percentage of each by day, and the total insulin delivered on each day
Statistics displays statistical data related to the person
Health Records
displays measurement information related to the person, such as blood pressure, weight,
and cholesterol
Medications
displays current and past information about the person's medications, such as dosage and
dates used
Graphs
displays graphs containing the selected person's recent blood sugar information.
Trend
displays the selected person's information organized chronologically
Standard Day
displays the selected person's information organized by hour of the day
Standard Week
displays the selected person's information organized by day of the week
Metabolic Control
displays the variability of the person
s bG data
Insulin Effect displays a person
s insulin information across time
Targets
displays the selected person's information organized by percentages relative to the person's targets
Insulin Pump Use
displays the selected person's insulin pump usage information organized by days within
a specified date range
Insulin Pump Summary
displays a summary of the selected person's insulin pump usage and insulin
information in three charts
Basal Profiles displays the person's basal profile information
Structured Testing displays specialized data collection and reports for closely tracking particular aspects of an
individual person
s disease management.
3
-
Day Profile displays data related to specific meal segments, including blood sugar, meal size, and
energy.
This data can be viewed in a graph or in a report
Learn About the My Data Window Components
The
My Data
window has the following components:
The
toolbar
runs across the top of the window. It has buttons that enable you to perform various tasks.
The
name bar
runs across the top of the window below the toolbar. It displays the selected person's name, date of
birth, and ID.
The
location indicator
is on the left side of the window below the name bar. It shows the name of the left navigation
panel option displayed in the information display area.
The
text options
are on the right side of the window below the name bar. Click to access the named option.
The
left navigation panel
runs down the left side of the window. Using it, you can select the type of information you
want to access.
The
information area
is where the selected information is displayed. The information area may be expanded and
contracted using the expand and collapse buttons.
THE TOOLBAR
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
69
Use this toolbar button...
...to do this
Back to Main Menu
Return to the
Main Menu
.
Change Person
Open the
Select Person dialog box to access a different
person's information or to create a new person record.
Note:
If only one person's information has been entered
into the
, this button displays as
Add
Person
.
Print
Generate a report that corresponds to the current screen
contents and send it to a printer.
E
-
mail
Generate a report that corresponds to the current screen
contents and open a new e
-
mail message with the report
attached.
Fax
Generate a report that corresponds to the current screen
contents and open your fax dialog box with the report as
the pages to send.
Output Language
Select the language you wish to use for printing/e
-
mailing/faxing reports from the
My Data
window.
Undo Last Download
Open the
Undo Last Download dialog box to delete
information saved in the
during the
selected person's most recent download.
Help
Open help text related to the
My Data
window.
NAME BAR
NAME BAR
This bar displays the person's name, date of birth, and ID.
LOCATION INDICATOR
OPTION NAME
This indicator displays the name of the left navigation
panel option currently in use.
TEXT OPTIONS
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
70
Use this option...
...to do this
Open
Preferences
so you can make changes to the
information display settings and then return to see the new
display.
Note:
This option is not always available. If
Preferences
is not currently accessible, this option does not appear.
Open
Show/Hide
so you can make changes to your list of
features in the
.
Open
Help
text related to the displayed information.
LEFT NAVIGATION PANEL
Use this left navigation option...
...to do this
Start the download process to download data from a
person's device.
Note:
If
Download is disabled, Express Download is
available instead.
Display graphs and/or reports for quick review of health
information for the person.
Expand a menu to access health information about the
person.
Display the person's personal information, such as
identification and contact information.
Display information about the person's diabetes therapy,
such as diet plan, medication, and exercise.
Display information about the person's blood sugar target
range, the bG result flagged with an (*) on a device text,
and other health record targets.
Display information about the time settings for the person
that the
uses to personalize the
graphs and logbook displays.
Display contact information for each of the person's
healthcare providers.
Display contact and policy information for each of the
person's insurance providers.
Expand a menu to access information about the person's
health.
Display the person's health information in Logbook, Diary,
or Record List formats.
Display detail about daily bolus insulin amounts, daily
basal insulin amounts, the percentage of each by day, and
the total insulin delivered on each day.
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
71
Display statistical data related to the person.
Display measurement information related to the person,
such as blood pressure, weight, and cholesterol.
Display current and past information about the person's
medications, such as dosage and dates used.
Expand a menu to access graphs containing the person's
health information.
Display the
Trend
graph with the person's health
information organized chronologically.
Display the
Standard Day
graph with the person's health
information organized by hour of the day.
Display the
Standard Week
graph with the person's health
information organized by day of the week.
Display the
Target
graph with the person's health
information organized by percentages of results relative to
the person's targets.
Display the
Metabolic Control
graph showing the
variability of the person
s bG data.
Display the
Insulin Effect
graph with person
s insulin
information across time.
Display the
Insulin Pump Use
graph with the person's
insulin pump usage information organized by days within a
specified date range.
Display the
Insulin Pump Summary
graph with a
summary of the person's insulin pump usage and insulin
information in three charts.
Display the
Basal Profiles
graph with the person's basal
profile information.
Display specialized data collection and reports for closely
tracking particular aspects of an individual person
s
disease management.
Display information associated with a 3
-
Day Profile report
to allow for better disease management.
THE INFORMATION AREA
This display section...
...shows this
INFORMATION DISPLAY AREA
The selected information for
whatever option you choose
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
72
Learn About What You Can Do in My Data
Use the main
My Data
window to review or access all information about people and their health.
Download
View Summary
Review information
Add information
Change information
Delete information
Print, e
-
mail, or fax information
If you want to Download
1.
Select Download
on the left navigation panel.
Note:
If
Download is disabled, Express Download is available instead.
2.
Follow the instructions that appear in the download dialog boxes.
If you want to view the Summary
1.
Select Summary
on the left navigation panel.
Note:
The
Summary
window automatically appears when you select a person. If
Summary is disabled, the
Logbook window appears instead.
2.
Use the scroll bar to move up and down through the information display.
If you want to review information
My Data
provides four ways to review information in the
.
1.
Select the information category you want to review on the left navigation panel to expand its menu. Menu choices
are:
on the left navigation panel.
Use this option...
...to do this
Increase the size of the
information area.
Decrease the size of the
information area.
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
73
My Profile
Logbook and Records
Graphs
Structured Testing
2.
Select the type of information you want to review to access the corresponding display window.
If you want to add information
My Data
provides three ways to change the information in the
.
1.
On the left navigation panel, select the information category under which you want to add information to expand its
menu. Menu choices are:
My Profile
Logbook and Records
Structured Testing
2.
Select the type of information you want to add to access the corresponding display window.
3.
Click Add
,
Create New
, or
Edit to open the corresponding dialog box.
4.
Make the appropriate entries in the fields in the dialog box.
5.
Click OK
to save the changes.
If you want to change information
My Data
provides three ways to change the information in the
.
1.
On the left navigation panel, select the information category under which you want to make changes to expand its
menu. Menu choices are:
My Profile
Logbook and Records
Structured Testing
2.
Select the type of information you want to change to access the corresponding display window.
3.
Click Edit to open the corresponding dialog box.
4.
Make changes in the fields in the dialog box.
5.
Click OK
to save the changes.
If you want to delete information
My Data
provides two ways to delete information from the
.
1.
Be sure you want to permanently delete the information because this action cannot be reversed.
2.
On the left navigation panel, select the information category from which you want to delete information to expand its
menu. Information can be deleted using:
My Profile
Logbook and Records
3.
Select the type of information you want to delete to access the corresponding display window.
4.
Click Edit to open the corresponding dialog box.
5.
Locate the information you want to delete, click
DELETE and click YES
to confirm the deletion.
Note:
Removing the bG value, marking the value as a control, or changing the date of a record will cause all 3
-
Day
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
74
Profile information associated with the record to be deleted. This data includes meal segment, meal size and energy
level.
If you want to print, e-mail, or fax information from the My Data window
The toolbar in the
My Data
window provides three ways to output information from the
.
1.
On the left navigation panel, select the type of information you want to output to access the appropriate display
window.
2.
On the toolbar, select the output language you wish to use.
3.
On the toolbar, click the button for the format you want to use to output a report that corresponds to the current
screen contents. Button choices are:
Click Print
to send the report to a printer.
Click E
-
mail
to open a new e
-
mail message with the report attached.
Click Fax
to open your fax dialog box with the report as the pages to send.
Note:
The only languages available are those that were chosen at install.
My Data
( v1.3 )
Learn About the My Data Window
Version: 1.1
75
My Data
Toolbar Overview
My Data
enables you to record and review information about people and their health. The following choices are
available on the
My Data
toolbar:
Back to Main Menu Click
to navigate back to the
Main Menu
window.
Change Person Click
to open the
Select Person dialog box to access a different
person's data.
Note:
If only one person's data has been entered into the
, this button displays as
Add
Person
.
Print Click
to print a standard report related to the currently displayed information.
E
-
mail
Click to e
-
mail a standard report related to the currently displayed information.
Fax Click
to fax a standard report related to the currently displayed information.
Output Language Click
to select an output language from a drop
-
down list. The selected
language is used for printing, e
-
mailing, or faxing reports.
Undo Last Download Click
to delete information saved in the
during the
selected person's most recent download.
Help Click
to open help related to the
My Data
window.
Note:
If more than one person's information is entered in the
, you must select the person
you want from the list in the
Select Person dialog box to open the My Data
window.
Related Links
Learn About the My Data Window
My Data
( v1.3 )
My Data
Toolbar Overview
Version: 1.1
76
Locating and Selecting a Person
If more than one person's data is entered in the
, you must specify a person in the
Select
Person
dialog box before you can use any
My Data options.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Search the list of people in one of two ways:
Type the person's last name In the
Go to Last Name
field, or
Type the person's identification in the
Go to ID
field.
3.
Select the person in one of two ways:
Double
-
click the person, or
Click to highlight the person, and click
Open
.
Related Links
Select Person Dialog Box
My Data
( v1.3 )
Locating and Selecting a Person
Version: 1.1
77
Deleting People
This procedure deletes people from the
.
1.
Be sure you want to delete the designated person from the
because this action cannot
be reversed.
2.
Click My Data
on the
Main Menu
window to open the
Select Person dialog box.
Note:
If data for only one person exists in the
, you cannot delete that person. You will
not see the
Select Person
dialog box. The
My Data window opens instead.
3.
From the list that appears, select the people you want to delete.
4.
Click Delete
to permanently delete all information about the selected people.
5.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion.
Click No
to cancel without deleting a person.
Related Links
Select Person Dialog Box
My Data
( v1.3 )
Deleting People
Version: 1.0
78
Creating People
My Data
( v1.3 )
Creating People
Version: 1.0
79
Creating a Person
This procedure creates a record in the
for a person. In this record you can store information
about the person.
Follow these steps:
1.
Gather the information you need, including contact information for the person, an emergency contact, all
healthcare providers, and all insurance providers. You also need any available information about the
person's diabetes, such as type, diagnosis date, target blood sugar levels set by a physician, and dietary
guidelines.
2.
Access the Create New Person dialog box.
If information for only one person is entered in
,
1.
When you select
My Data
on the
Main Menu
window, the main
My Data
window opens with the
only person's information displayed.
2.
Click Add Person
on the toolbar to open the
Create New Person dialog box.
If more than one person's data is entered in
,
1.
When you select
My Data
on the
Main Menu
window, the
Select Person dialog box opens.
2.
Click Create New
to open the
Create New Person dialog box.
3.
Enter information for each option in the left navigation panel of the
Create New Person dialog box.
4.
Click OK
to add the person to the
.
Note:
The
Create New Person
dialog box opens to the personal information option. You must complete the
required fields (First Name, Last Name, Date of Birth
) in the
Create New PersonPersonal Information dialog
box to be able to access the other left navigation panel options.
Related Links
Select Person Dialog Box
My Data
( v1.3 )
Creating a Person
Version: 1.0
80
Creating a Diabetes Therapy Plan
The
Diabetes Therapy
under
My Profile
allows you to define control methods currently used to regulate the
person's diabetes.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
:
1.
The
My Data
window opens with your information displayed.
2.
Click Add Person
on the toolbar to open the
Create New Person dialog box.
If more than one person's information is entered in the
:
1.
The
Select Person dialog box opens.
2.
Click Create New
to open the
Create New Person dialog box.
2.
From the left navigation panel, select the
Diabetes Therapy
option.
Note:
The
Create New Person
dialog box opens to the personal information option. You must complete the
required fields (First Name, Last Name, Date of Birth
) in the
Create New PersonPersonal Information
dialog box to be able to access the other left navigation panel options.
3.
Type entries in the fields in the dialog box.
4.
Click OK
to save the information, or
5.
Select another option on the
Create New Person
left navigation bar to add more information about the
person.
Related Links
Create New PersonDiabetes Therapy Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Creating a Diabetes Therapy Plan
Version: 1.1
81
Establishing Targets and Events in My Data
The settings in
Targets and Events
under
My Profile
allow you to define various target ranges and type in a
description of a user
-
defined event.
Note:
Events can be flagged with an
in some devices. All results flagged with an
downloaded from a device
display the bG results flagged with an
on a device text in the
. The
on the device should
represent the same event each time. If no bG results flagged with an
on a device text is entered in the
, flagged results are marked as "user defined."
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
:
1.
The
My Data
window opens with your information displayed.
2.
Click Add Person
on the toolbar to open the
Create New Person dialog box.
If more than one person's information is entered in the
:
1.
The
Select Person dialog box opens.
2.
Click Create New
to open the
Create New Person dialog box.
2.
From the left navigation panel, select the
Target and Events
option.
Note:
The
Create New Person
dialog box opens to the personal information option. You must complete the
required fields (First Name, Last Name, Date of Birth
) in the
Create New PersonPersonal Information
dialog box to be able to access the other left navigation bar options.
3.
Type entries in the fields in the dialog box.
4.
Click OK
to save the new information, or
5.
Select another option on the
Create New Person
left navigation bar to add more information about the
person.
Related Links
Create New PersonTargets and Events Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Establishing Targets and Events in My Data
Version: 1.0
82
Setting Time Blocks and Workdays in Create New PersonDay and
Week
The
uses the
Day and Week
settings to customize the Graphs and Logbook displays.
1.
Access the Create New Person dialog box.
If information for only one person is entered in
,
1.
When you select
My Data
on the
Main Menu
window, the main
My Data
window opens with the
only person's information displayed.
2.
Click Add Person
on the toolbar to open the
Create New Person dialog box.
If more than one person's data is entered in
,
1.
When you select
My Data
on the
Main Menu
window, the
Select Person dialog box opens.
2.
Click Create New
to open the
Create New Person dialog box.
Note:
The
Create New Person
dialog box opens to the personal information option. You must complete the
required fields (First Name, Last Name, Date of Birth
) in the
Create New PersonPersonal Information
dialog box to be able to access the other left navigation panel options.
2.
Click Day and Week
on the
Create New Person
left navigation panel to open the
Create New Person
Day and Week dialog box.
3.
Enter information in the dialog box.
4.
Click OK
to save the information, or
5.
Select another option on the
Create New Person
left navigation panel to add more information about the
person.
Related Links
Create New PersonDay and Week Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Setting Time Blocks and Workdays in Create New Person
Day and Week
Version: 1.1
83
Adding Healthcare Providers in Create New Person
Healthcare providers information can be added to a new person using the
Create New PersonHealthcare
Providers dialog box.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
:
1.
The
My Data
window opens with your information displayed.
2.
Click Add Person
on the toolbar to open the
Create New Person dialog box.
If more than one person's information is entered in the
:
1.
The
Select Person dialog box opens.
2.
Click Create New
to open the
Create New Person dialog box.
2.
From the left navigation panel, select the
Healthcare Providers
option.
Note:
The
Create New Person
dialog box opens to the personal information option. You must complete the
required fields (First Name, Last Name, Date of Birth
) in the
Create New PersonPersonal Information
dialog box to be able to access the other left navigation panel options.
3.
To add an existing healthcare provider to the new person:
a.
In the
Create New PersonHealthcare Providers dialog box, click Add
to open the
Select
Healthcare Providers dialog box.
b.
Select the healthcare provider you want to add in one of two ways:
Double
-
click the provider, or
Click to highlight the provider, and click
OK
.
4.
To add a new healthcare provider to the new person:
a.
In the
Create New PersonHealthcare Providers dialog box, click Add
to open the
Select
Healthcare Providers dialog box.
b.
Click Create New
to open the
Create New Healthcare Provider dialog box.
c.
Make the appropriate entries in the fields in the dialog box.
d.
Click OK
to save the information and add the new healthcare provider to the new person.
5.
Click OK
on the
Create New PersonHealthcare Providers dialog box to close the dialog box, or
6.
Select another option on the
Create New Person
left navigation bar to add more information about the
person.
Related Links
Select Healthcare Providers Dialog Box
Learn About the My Data Window
My Data
( v1.3 )
Adding Healthcare Providers in Create New Person
Version: 1.0
84
Adding Insurance Information in Create New Person
Insurance information can be added to a new person using the
Create New PersonInsurance Providers dialog
box. A person may have multiple insurance policies and providers, so multiple sets of information may be entered.
Enter information for only one insurance policy at a time.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
:
1.
The
My Data
window opens with your information displayed.
2.
Click Add Person
on the toolbar to open the
Create New Person dialog box.
If more than one person's information is entered in the
:
1.
The
Select Person dialog box opens.
2.
Click Create New
to open the
Create New Person dialog box.
2.
From the left navigation panel, select the
Insurance
option.
Note:
The
Create New Person
dialog box opens to the personal information option. You must complete the
required fields (First Name, Last Name, Date of Birth
) in the
Create New PersonPersonal Information
dialog box to be able to access the other left navigation panel options.
3.
Click Create New
in the
Create New PersonInsurance Providers dialog box.
4.
Enter the insurance provider's name and other appropriate information in the fields in the
Create New
Insurance Provider dialog box.
5.
Click OK
to save the new insurance information and add it to the person.
6.
Click OK
on the
Create New PersonInsurance Providers dialog box to close the dialog box, or
7.
Select another option on the
Create New Person
left navigation bar to add more information about the
person.
Related Links
Create New Insurance Provider Dialog Box
Learn About the My Data Window
My Data
( v1.3 )
Adding Insurance Information in Create New Person
Version: 1.0
85
Download
My Data
( v1.3 )
Download
Version: 1.0
86
My DataDownload Overview
Download
under
My Data
starts the download process when you are using these devices:
Meter Systems
Health Management Devices
Insulin Pump Systems
Downloaded data is validated and then stored in the
. You can create reports and edit
stored data.
If you disable standard Download, this option changes to Express Download. The main difference between the
two download processes is that Express Download does not store the data in the
.
Related Links
Download
Express Download
Learn About the My Data Window
My Data
( v1.3 )
My Data
Download Overview
Version: 1.0
87
Using Download in My Data
1.
Connect the device to the computer.
Important:
If you are using an infrared cable, it is recommended that the cable be plugged in before
starting the
and that you keep the cable plugged in while the
is
running.
2.
Click Download
on the
My Data
left navigation bar.
Note:
If you disable standard Download, this option changes to Express Download.
3.
Follow the instructions that appear in the download screens.
Related Links
Download
Express Download
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using Download in My Data
Version: 1.1
88
Summary
My Data
( v1.3 )
Summary
Version: 1.0
89
My DataSummary Overview
Summary
under
My Data provides an at
-
a
-
glance summary of the person's health information. The display
includes a combination of the following:
Alerts
Reports
Graphs
Logbook
Records
Use Preferences
to specify which information you want to display in the
Summary
window
Note:
If you do not want to display anything, you must specify
None
in
Preferences
.
Related Links
PreferencesSummary Dialog Box
Learn About the My Data Window
My Data
( v1.3 )
My Data
Summary Overview
Version: 1.0
90
Using Summary
Use Summary
under
My Data
to view an at
-
a
-
glance summary of the selected person's health information.
1.
The
My Data: Summary
display window automatically appears when you select a person. If you have
navigated away, you can return to the
My Data: Summary
display window by clicking
Summary
on the left
navigation bar
Note:
If Summary is disabled, the
Logbook
window appears instead. If Summary is hidden, the
My Profile:
Personal Information display window appears instead.
2.
Use the scroll bar to move up and down through the information display.
Note: Access Preferences
to specify the information you want displayed in the Summary. If you do not
want to display anything, you must specify
None
.
Note:
If more than one person's data is entered in the
, you must specify a person in the
Select Person
dialog box before you can use any
My Data options.
Related Links
PreferencesSummary Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using Summary
Version: 1.0
91
My Profile
My Data
( v1.3 )
My Profile
Version: 1.0
92
My DataMy Profile Overview
My Profile
under
My Data
is where you maintain basic information about people, their healthcare providers, and
their insurance providers. Information about people is displayed here, and changes needed to reflect the latest
information about the selected person are made here.
The information maintained in
My Profile
includes:
Personal
displays the selected person's personal information, such as identification and contact
information
Diabetes Therapy
displays current and past information about the selected person's diabetes therapy,
such as diet, medication, and exercise
Target and Events
displays the person's blood sugar (bG) level target range, the bG result flagged with
an
on a device text, and other health record targets
Day and Week
displays time settings for the selected person, which the
uses to
customize the graphs and logbook displays
Healthcare Providers
displays contact information for each of the selected person's healthcare providers
Insurance
displays contact and policy information for each of the selected person's insurance providers
Related Links
Learn About the My Data Window
My Data
( v1.3 )
My Data
My Profile Overview
Version: 1.0
93
My ProfilePersonal Information
My Data
( v1.3 )
My Profile
Personal Information
Version: 1.0
94
My ProfilePersonal Information Overview
My Profile
under
My Data
enables you to review or modify information about the selected person.
Personal
information under
My Profile
deals with personal information, such as identification items and contact
information, including the following:
1.
Identification
: Basic information about the person:
ID: A unique combination of letters and numbers in a format of your choice.
Name: The person's first and last name are required by the
. You can also
include a title, a middle name or middle initial, or a suffix.
Gender
Date of birth: This is required by the
.
Ethnicity
2.
Diabetes: Basic information about the person's diabetes:
Type: The specific type of diabetes the person has
Diagnosis date: The date when the person was initially diagnosed with diabetes
3.
Contact Information
: Optional information about where and how the person can be reached:
Address
Up to four phone options with a number for each
Up to two email addresses
4.
Emergency Contact
: Optional information about where and how another person can be reached, if
necessary, if the person is involved in an emergency:
The name of the person to be contacted
How the contact person is related to the person
The contact person's address
Up to three phone options with a number for each
Related Links
My Profile: Personal Information Display Window
Learn About the My Data Window
My Data
( v1.3 )
My Profile
Personal Information Overview
Version: 1.0
95
Changing Personal Information
The data recorded in Personal
information deals with the person's unique personal information, such as
identification items and contact information.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
menu on the left navigation panel and select
Personal
to open the
My Profile:
Personal Information
display window.
3.
Click Edit
to open the
Edit My ProfilePersonal Information dialog box.
4.
Make the appropriate changes in the fields in the window.
5.
Click OK
to save the changes to the information.
Related Links
Edit My Profile
Personal Information Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Changing Personal Information
Version: 1.0
96
My ProfileDiabetes Therapy
My Data
( v1.3 )
My Profile
Diabetes Therapy
Version: 1.0
97
My ProfileDiabetes Therapy Overview
My Profile
under
My Data
enables you to review or modify information about the selected person.
Diabetes
Therapy
under
My Profile
deals with information about the person
s health regimen. The information includes
control methods that are currently in place to regulate the person
s diabetes and a history of former diabetes
control methods along with the dates when these methods were used.
Related Links
My Profile: Diabetes Therapy Display Window
Current Tab
My Profile: Diabetes Therapy Display Window
History Tab
Learn About the My Data Window
My Data
( v1.3 )
My Profile
Diabetes Therapy Overview
Version: 1.0
98
Updating a Diabetes Therapy Plan
The
My Profile: Diabetes Therapy Display WindowCurrent
Tab displays the control methods currently used to
regulate the person's diabetes. This information needs to be updated when the person begins a specialized diet
or changes diabetes medications.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel and select
Diabetes Therapy
to open the
My
Profile: Diabetes Therapy Display WindowCurrent
Tab with the person's current diabetes control
information displayed.
3.
Click Edit
to open the
Edit My ProfileDiabetes Therapy dialog box.
4.
Make the appropriate changes in the fields in the dialog box.
5.
Click OK
to save the changes to the information.
Related Links
Edit My ProfileDiabetes Therapy Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Updating a Diabetes Therapy Plan
Version: 1.0
99
Reviewing Diabetes Therapy History
The
My Profile: Diabetes Therapy Display WindowHistory
Tab displays a list of the person
s former diabetes
control methods and the dates when these methods were started and ended. This history enables you to see
whether a particular control method previously was attempted and to search for trends in the person's health
regimen.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel and select
Diabetes Therapy
to open the
My
Profile: Diabetes Therapy Display WindowCurrent
Tab with the person's current diabetes control
information displayed.
3.
Click the History
tab to display historical information about the person
s diabetes therapy.
4.
Use the scroll bar to move through the history information display.
Note:
You cannot change the information displayed on the
History
tab.
Related Links
My Profile: Diabetes Therapy Display Window
History Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Reviewing Diabetes Therapy History
Version: 1.0
100
My ProfileTargets and Events
My Data
( v1.3 )
My Profile
Targets and Events
Version: 1.0
101
My Profile
Targets and Events Overview
My Profile
under
My Data
enables you to review or modify information about the selected person.
Targets and
Events
deals with information about the targets and progress of the person
s health regimen, including the
following:
bG Targets:
Single target range
: a lower boundary and a higher boundary within which the person's blood sugar
readings should fall
or
Before/After meal target ranges
: A lower boundary and a higher boundary for both the
Before meal
range
and
After meal range
within which a person
s blood sugar readings should fall
and
Hypo Limit
: the level below which the person's blood has an undesirably low amount of sugar
User
-
Defined Event
: results flagged with an
downloaded from a device display this bG results flagged
with an
on a device text in the
.
Note:
If no bG results flagged with an
on a device text is entered in the
, flagged
results are marked as "user defined."
Health Records Targets
: Goals for values for basic health measurements for the person such as blood
pressure, height, and weight.
Related Links
My Profile: Targets and Events Display Window
Learn About the My Data Window
My Data
( v1.3 )
My Profile
Targets and Events Overview
Version: 1.1
102
Updating Targets and Events in My Data
The settings in
Targets and Events
under
My Profile
include a target range for the person's blood sugar level
and a device event the person defines. This information needs to be updated as the person's health regimen
evolves.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel, and select
Targets and Events
to open the
My Profile: Targets and Events
display window.
3.
Click Edit
to open the
Edit My ProfileTargets and Events dialog box.
4.
Make the appropriate changes in the fields in the dialog box.
5.
Click OK
to save the changes.
Related Links
Edit My ProfileTargets and Events Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Updating Targets and Events in My Data
Version: 1.1
103
My ProfileDay and Week
My Data
( v1.3 )
My Profile
Day and Week
Version: 1.0
104
My ProfileDay and Week Overview
My Profile
under
My Data
enables you to review or modify information about the selected person.
Day and
Week
under
My Data
deals with time frames set for the person that the
uses to customize
the Graphs and Logbook displays. The information includes the following:
1.
Time Blocks
: 24 hours broken down into blocks of time, each with a start time and an end time. The
person's health information is grouped according to these time frames.
Note:
The time blocks do not have to begin at midnight, nor do they have to be matching in length.
2.
Days of the Week
: each day of the week with an indicator designating that day as either a work day or a
non
-
work day.
Note:
It is important for blood sugar readings to be taken under similar conditions. Using time blocks helps
control the consistency of the times when readings of the person
s blood sugar are taken.
Related Links
My Profile: Day and Week Display Window
Learn About the My Data Window
My Data
( v1.3 )
My Profile
Day and Week Overview
Version: 1.0
105
Changing a Schedule in My ProfileDay and Week
The
uses the
Day and Week
settings to customize the Graphs and Logbook displays. This
information needs to be updated when the person's schedule changes.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel, and select
Day and Week
to show
information about the person
s current blood sugar testing schedule.
3.
Click Edit
to open the
Edit My ProfileDay and Week dialog box.
4.
Make the appropriate changes in the fields in the dialog box.
5.
Click OK
to save the changes.
Related Links
Edit My ProfileDay and Week Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Changing a Schedule in My Profile
Day and Week
Version: 1.1
106
My ProfileHealthcare Providers
My Data
( v1.3 )
My Profile
Healthcare Providers
Version: 1.0
107
My ProfileHealthcare Providers Overview
My Profile
under
My Data
enables you to review or change your information.
Healthcare Providers
under
My
Profile
deals with contact information for any healthcare providers treating you, including the following:
The healthcare provider's title and name
The healthcare provider's specialty
The healthcare provider's address
The name of the healthcare provider's practice
The choice of up to four phone options with a number for each
The choice of up to two e
-
mail addresses
Each healthcare provider's contact information appears in its own selection box on the
My Profile: Healthcare
Providers
display window and can be selected individually.
Important:
Information within a healthcare provider's record is shared by persons in the
.
Entries or changes made for a healthcare provider's record also appear in that healthcare provider's record for all
other people who use that healthcare provider. Any additions, changes, or deletions made to this information must
be appropriate for all persons who use that healthcare provider.
Related Links
My Profile: Healthcare Providers Display Window
Learn About the My Data Window
My Data
( v1.3 )
My Profile
Healthcare Providers Overview
Version: 1.0
108
Adding a Healthcare Provider to the Person
Healthcare Providers
under
My Profile
contains contact information for healthcare providers treating the
person. This information needs to be updated when a change occurs in the person's healthcare providers .
1.
To add an existing healthcare provider to the person:
a.
Click Add
to open the
Select Healthcare Provider dialog box.
b.
Select the healthcare provider you want to add in one of two ways.
Double
-
click the provider, or
Click to highlight the provider, and click
OK
.
2.
To add a new healthcare provider to the person:
a.
Click Add
to open the
Select Healthcare Provider dialog box.
b.
Click Create New
to open the
Create New Healthcare Provider dialog box.
c.
Make the appropriate entries in the fields in the dialog box.
d.
Click OK
to save the new information.
Related Links
Select Healthcare Providers Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Adding a Healthcare Provider to the Person
Version: 1.0
109
Editing a Healthcare Provider's Information Using My Data
Healthcare Providers
under
My Profile
contains contact information for healthcare providesr treating the
person. This information needs to be updated when a change occurs in the healthcare providers information.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
menu on the left navigation panel and select
Healthcare Providers
to open the
Healthcare Providers
display window.
3.
Select the healthcare provider you want to change.
4.
Click Edit
to open the
Edit the Healthcare Provider
dialog box with the selected healthcare provider's
information.
5.
Make needed changes, additions, or deletions to the healthcare provider's information.
6.
Click OK
to save the changes to the information.
Important:
Information within a healthcare provider's record is shared by persons in the
.
Entries or changes made for a healthcare provider's record also appear in that healthcare provider's record for all
other people who use that healthcare provider. Any additions, changes, or deletions made to this information must
be appropriate for all persons who use that healthcare provider.
Related Links
Select Healthcare Providers Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Editing a Healthcare Provider's Information Using My Data
Version: 1.0
110
Removing a Healthcare Provider from a Person
Healthcare Providers
under
My Profile
contains contact information for any healthcare provider treating the
person. This information needs to be updated when there is a change in the person's healthcare providers.
1.
Be sure you want to remove the designated healthcare provider from the person because this action cannot
be reversed.
2.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
3.
Expand the
My Profile
menu on the left navigation panel and select
Healthcare Providers
to open the
Healthcare Providers
display window.
4.
Select the healthcare provider you want to remove.
5.
Click Remove
to remove all information about the healthcare provider from the person's profile.
Note:
This action does not remove the healthcare provider from other people, and it does not delete the
healthcare provider from the
. The healthcare provider only is no longer assigned to
this person.
Related Links
Select Healthcare Providers Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Removing a Healthcare Provider from a Person
Version: 1.0
111
My ProfileInsurance Providers
My Data
( v1.3 )
My Profile
Insurance Providers
Version: 1.0
112
My ProfileInsurance Providers Overview
My Profile
under
My Data
enables you to review or modify information about the selected person.
Insurance
information under
My Profile
deals with information about personal insurance providers and policies, including
the following:
The insurance provider's company name
The name of a contact person for the insurance provider
The insurance policy's identification numbers
Any additional information provided about the insurance policy
The insurance provider's address
Up to two phone numbers for the insurance provider
The insurance provider's fax number
The insurance provider's e
-
mail address
Note:
Insurance information is unique to each person and is NOT shared among people.
Related Links
My Profile: Insurance Providers Display Window
Learn About the My Data Window
My Data
( v1.3 )
My Profile
Insurance Providers Overview
Version: 1.0
113
Adding Insurance Information for an Existing Person
A person may have multiple insurance policies and providers, so multiple sets of information may be entered by
repeating the following steps (enter information for only one insurance policy at a time).
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel, and select
Insurance
.
3.
Click Create New
in the
My Profile: Insurance
display window.
4.
Enter the insurance provider's name and other appropriate information in the fields in the
Create New
Insurance Provider dialog box.
5.
Click OK
to save the new insurance information and add it to the person.
Related Links
Create New Insurance Provider Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Adding Insurance Information for an Existing Person
Version: 1.0
114
Changing a Person's Insurance Information
Insurance
information under
My Profile
contains information about personal insurance providers and policies.
This information needs to be updated if the person's insurance coverage changes:
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel, and select
Insurance
.
3.
Click the insurance information you want to change.
4.
Click Edit
to open the
Edit Insurance Provider dialog box.
5.
Make the appropriate changes to the insurance information.
6.
Click OK
to save the changes.
Related Links
Edit Insurance Provider Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Changing a Person's Insurance Information
Version: 1.0
115
Deleting a Person's Insurance Information
Insurance
information under
My Profile
deals with information about personal insurance providers and policies.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel, and select
Insurance
to open the
My Profile:
Insurance
display window.
3.
Click the insurance information you want to delete.
4.
Be sure you want to delete the selected insurance information because this action cannot be reversed.
5.
Click Delete
to delete all information about the insurance policy or provider from the person.
6.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the
My Profile: Insurance
Providers
window displays without the deleted Insurance information.
Click No
to cancel the deletion. The warning box closes, and the
My Profile: Insurance Providers
window displays without changes.
Related Links
My Profile: Insurance Providers Display Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Deleting a Person's Insurance Information
Version: 1.0
116
Logbook and Records
My Data
( v1.3 )
Logbook and Records
Version: 1.0
117
My Data
Logbook and Records Overview
Logbook and Records
under
My Data
enables you to review or modify detailed information about the status of
the selected person's health. Information downloaded from devices into the
can be edited or
annotated here. You can also manually enter information or edit previous entries.
The information maintained in
Logbook and Records
includes:
Logbook
stores information about blood sugar levels, insulin values, exercise information, events,
comments, and insulin pump events, and displays the information in three different formats
1.
Logbook Tab
: Shows blood sugar levels, insulin values, carb information, and temporary basal rate
information grouped by day and then divided into the time blocks set for the person.
2.
Diary Tab
: Shows blood sugar levels, insulin values, exercise information, events, comments, and
other factors affecting the person's health grouped by day.
3.
Record List Tab
: Shows downloaded and manually entered information listed as separate records
and includes insulin pump events.
Note:
Insulin pump bolus information includes any bolus delivered by the pump.
Total Daily Dose
provides detail about daily bolus insulin amounts, daily basal insulin amounts, the
percentage of each by day, and the total insulin delivered on each day
Statistics displays statistical data related to the person
Health Records
displays measurement information related to the person's lab values, such as blood
pressure, weight, and cholesterol
Medications
displays current and past information about the person's medications, such as dosage and
dates used
Related Links
Logbook and Records: Logbook Display Window Logbook Tab
Learn About the My Data Window
My Data
( v1.3 )
My Data
Logbook and Records Overview
Version: 1.1
118
Logbook and RecordsLogbook and Records
My Data
( v1.3 )
Logbook and Records
Logbook and Records
Version: 1.0
119
Using the Logbook Tab
The
Logbook
tab displays only the person's blood sugar levels and insulin values organized by days and divided
into the time blocks previously set for the patient.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Logbook
to open the
Logbook and Records: Logbook Display WindowLogbook
Tab.
3.
Select the date range for the information you want to review.
4.
Review the information, scrolling as necessary.
Related Links
Logbook and Records: Logbook Display WindowLogbook Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Logbook Tab
Version: 1.0
120
Add, Edit, or Delete Logbook Records
Use the following steps when you work with Logbook records.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Logbook
to open the
Logbook and Records: Logbook Display Window Logbook
Tab.
3.
Click the Diary
tab and choose one of the following options:
1.
Click Create New
to open the
Create New Diary Record dialog box.
Make appropriate entries in the fields in the dialog box.
Click OK
to save the information.
2.
Select the record you want to change and click
Edit
to open the
Edit Diary Record dialog box.
Make appropriate entries in the fields in the dialog box.
Click OK
to save the changes.
Note:
Removing the bG value, marking the value as a control, or changing the date of a record
will cause all 3
-
Day Profile information associated with the record to be deleted. This
information includes meal segment, meal size and energy level.
3.
Select the records you want to delete and click
Delete
.
Be sure you want to delete this information permanently because this action cannot be reversed.
Note: Deleting a logbook record will cause all 3
-
Day Profile information associated with the
record to also be deleted. This information includes meal segment, meal size, and energy level.
Note:
Information is deleted from the
Logbook
,
Diary
, and
Record List tabs regardless of
which tab is used to perform the deletion.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the
Diary tab
displays without the deleted information.
Click No
to cancel the deletion. The warning box closes, and the
Diary tab displays
without changes.
Related Links
Edit Diary Record Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Add, Edit, or Delete Logbook Records
Version: 1.1
121
Using the Diary Tab
Use the
Logbooks and Records: LogbookDiary Tab
to access information about the person
s blood glucose
results, insulin values, exercise, events, and comments grouped by day.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Logbook
to open the
Logbook and Records: Logbook Display WindowLogbook
Tab.
3.
Click the Diary
tab.
4.
Select the date range and carb units for the information you want to review.
5.
Review the information, scrolling as necessary.
Related Links
Logbook and Records: Logbook Display WindowDiary Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Diary Tab
Version: 1.0
122
Adding a Diary Record
Use the following steps when you add new health information using the
Diary
tab under
Logbook and Records
.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Logbook
to open the
Logbook and Records: Logbook Display WindowLogbook
Tab.
3.
Click the Diary
tab.
4.
Click Create New
to open the
Create New Diary Record dialog box.
5.
Make the appropriate entries in the fields in the dialog box.
6.
Click OK
to save the information.
Related Links
Create New Diary Record Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Adding a Diary Record
Version: 1.1
123
Changing a Diary Record
Use the following steps when you want to change the person's health information using the
Diary tab
under
Logbook and Records
.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Logbook
to open the
Logbook and Records: Logbook Display WindowLogbook
Tab.
3.
Click the Diary
tab.
4.
Select the diary entry you want to change and click
Edit
to open the
Edit Diary Record
dialog box with the
current information displayed.
5.
Make the appropriate changes in the fields in the dialog box.
6.
Click OK
to save the changes to the information.
Related Links
Edit Diary Record Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Changing a Diary Record
Version: 1.0
124
Deleting a Diary Record
Use the following steps when you want to edit patient health information using the
Diary
tab under
Logbook and
Records
.
1.
Be sure you want to delete this information permanently because this action cannot be reversed.
2.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
3.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Logbook
to open the
Logbook and Records: Logbook Display WindowLogbook
Tab.
4.
Click the Diary
tab.
5.
Select the diary entries you want to delete.
6.
Be sure you want to delete the selected information because this action cannot be reversed.
7.
Click Delete
.
8.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the
Diary
tab displays without the
deleted information.
Click No
to cancel the deletion. The warning box closes, and the
Diary
tab displays without changes.
Related Links
Logbook and Records: Logbook Display WindowDiary Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Deleting a Diary Record
Version: 1.1
125
Using the Record List Tab
Use the
Logbooks and Records: LogbookRecord List Tab to access the person
s downloaded and manually
entered health information listed as separate records and including insulin pump events.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Logbook
to open the
Logbook and Records: Logbook Display WindowLogbook
Tab.
3.
Click the Records List
tab.
4.
Select the date range, carb units, and sources for the information you want to review.
5.
Review the information, scrolling as necessary.
Related Links
Logbook and Records: Logbook Display WindowRecord List Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Record List Tab
Version: 1.0
126
Logbook and Records
Total Daily Dose
My Data
( v1.3 )
Logbook and Records
Total Daily Dose
Version: 1.0
127
Logbook and Records
Total Daily Dose Overview
Logbook and Records
under
My Data
enables you to review and modify information about the status of a
selected person's health.
Total Daily Dose
under
Logbook and Records provides detail about daily bolus
insulin amounts, daily basal insulin amounts, the percentage of each by day, and the total insulin delivered on each
day.
Related Links
Logbook and Records: Total Daily Dose Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Logbook and Records
Total Daily Dose Overview
Version: 1.5
128
Using the Logbook and Records: Total Daily Dose Window
The
Logbook and Records: Total Daily Dose
window displays information about how much insulin you are taking
on a daily basis and how that insulin is delivered. It also provides an average daily dose.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
subitems on the left navigation panel and select
Total Daily Dose
to
open the
Logbook and Records: Total Daily Dose
window.
3.
Select the date range for the information you want to review.
4.
Review the information.
Related Links
Logbook and Records: Total Daily Dose Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Logbook and Records: Total Daily Dose Window
Version: 1.6
129
Logbook and Records
Statistics
My Data
( v1.3 )
Logbook and Records
Statistics
Version: 1.0
130
Logbook and Records
Statistics Overview
Logbook and Records
under
My Data
enables you to review and modify information about the status of a
selected person's health.
Statistics
under
Logbook and Records
displays statistical information related to the
person.
Related Links
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Logbook and Records
Statistics Overview
Version: 1.5
131
Using the Logbook and Records: Statistics Window
The
Logbook and Records: Statistics window summarizes the data for a selected person over a period of time.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person
s data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Statistics
to open the
Logbook and Records: Statistics
window.
3.
Select the date range for the information you want to review.
4.
Review the information, scrolling as necessary.
Related Links
Logbook and Records: Statistics Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Logbook and Records: Statistics Window
Version: 1.5
132
Logbook and RecordsHealth Records
My Data
( v1.3 )
Logbook and Records
Health Records
Version: 1.0
133
Logbook and RecordsHealth Records Overview
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Health Records
under
Logbook and Records
displays measurement information
related to the person, such as blood pressure, weight, and cholesterol. The information includes the following:
The
Most Recent
tab displays a list of the most recent health records for the selected person
The
History
tab displays a list of all the person's health records available in the
Related Links
Logbook and Records: Health Records Display Window
Most Recent Tab
Logbook and Records: Health Records Display Window
History Tab
List Management
Health Record Types Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Logbook and Records
Health Records Overview
Version: 1.0
134
Reviewing Most Recent Health Records
Health Records
under
Logbook and Records
displays measurement information related to the person, such
as blood pressure, weight, and cholesterol. The
Logbook and Records: Health Records
window
Most Recent
tab displays a list of the person
s most recent health records.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Health Records to open
the
Logbook and Records: Health Records
window.
3.
Review the information.
Note:
When you have more records than can display on screen, the scroll bar appears and can be used to
review all the records.
Related Links
Logbook and Records: Health Records Display Window
Most Recent Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Reviewing Most Recent Health Records
Version: 1.0
135
Reviewing All Health Records
Health Records
under
Logbook and Records
displays measurement information related to the person, such
as blood pressure, weight, and cholesterol. The
Logbook and Records: Health Records
window
History tab
displays a list of all of the person
s health records.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Health Records to open
the
Logbook and Records: Health Records
window.
3.
Click the History
tab to open the
Logbook and Records: Health Records
window
History
tab.
4.
Review the information.
Note:
Health records appear here only when they are set as active in the
List ManagementHealth
Record Types
dialog box found under Settings.
Note:
When you have more records than can display on screen, the scroll bar appears and can be used to
review all the records.
Related Links
Logbook and Records: Health Records window
History tab
List Management
Health Record Types Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Reviewing All Health Records
Version: 1.0
136
Creating a New Health Record
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Health Records
under
Logbook and Records
displays measurement information
related to the person, such as blood pressure, weight, and cholesterol
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Health Records to open
the
Logbook and Records: Health Records
window
Most Recent
tab.
3.
Click Create New
to open the
Create New Health Record dialog box.
Note:
The
Create New
button also is available on the
Health Records
window
History
Tab.
4.
Enter information in the fields in the dialog box.
Note:
An individual health record is added to the
for each entry in a field in the
Create
New Health Record dialog box .
5.
Click OK
to save the new information.
Related Links
Create New Health Records
Dialog Box
List Management
Health Record Types Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Creating a New Health Record
Version: 1.0
137
Editing a Health Record
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Health Records
under
Logbook and Records
displays measurement information
related to the person, such as blood pressure, weight, and cholesterol.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Health Records to open
the
Logbook and Records: Health Records
window.
3.
Click the History
tab to open the
Logbook and Records: Health Records
window
History
tab.
4.
Select the health record you want to change and click
Edit
to open the
Edit Health Record dialog box.
5.
Make changes in the fields in the dialog box.
6.
Click OK
to save the changes.
Related Links
Edit Health Record Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Editing a Health Record
Version: 1.0
138
Deleting a Health Record
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Health Records
under
Logbook and Records
displays measurement information
related to the person, such as blood pressure, weight, and cholesterol.
1.
Be sure you want to permanently delete this information because this action cannot be reversed
2.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Health Records to open
the
Logbook and Records: Health Records
window.
4.
Click the History
tab to open the
Logbook and Records: Health Records
window
History
tab.
5.
Select the health records you want to delete and click
Delete
.
6.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the
History
tab displays without
the deleted information.
Click No
to cancel the deletion. The warning box closes, and the
History
tab displays without
changes.
Related Links
Logbook and Records: Health Records Display Window
History Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Deleting a Health Record
Version: 1.0
139
Logbook and RecordsMedications
My Data
( v1.3 )
Logbook and Records
Medications
Version: 1.0
140
Logbook and RecordsMedications Overview
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Medications
under
Logbook and Records
deals with information about the person's
medications, including dosage and usage dates.
The information is displayed in the following lists:
Current tab
This list displays only medications the person is currently using. You can see which
medications are in use and see any notes regarding usage.
History tab
This list displays all the medications the selected person is using or has used in the past. You
can see which medications previously were prescribed and review notes regarding usage.
Related Links
Logbook and Records: Medications Display Window
Current Tab
Logbook and Records: Medications Display Window
History Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Logbook and Records
Medications Overview
Version: 1.0
141
Reviewing Current Medications
The
Logbook and Records: Medications Window Current Tab displays a list of medications the selected
person currently uses.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens with your information displayed.
If more than one person's information is entered in the
, you must select the
person you want from the list in the
Select Person dialog box to open the My Data
window with
information displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Medications
to open the
Logbook and Records: Medications
window
Current
tab.
3.
Review the information.
Note:
Medications with stop dates that occur prior to the current date do not appear on this tab. These
records can be reviewed on the History
tab.
Note:
When you have more records than can display on screen, the scroll bar appears and can be used to
review all the records.
Related Links
Logbook and Records: Medications Window
Current Tab
Learn About the My Data Window
How to Print, E
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mail, or Fax
My Data
( v1.3 )
Reviewing Current Medications
Version: 1.1
142
Reviewing All Medications
The
Logbook and Records: Medications
window
History tab displays a list of all medications the selected
person currently uses or has used in the past.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens with your information displayed.
If more than one person's information is entered in the
, you must select the
person you want from the list in the
Select Person dialog box to open the My Data
window with
information displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Medications
to open the
Logbook and Records: Medications
window.
3.
Click the History
tab to open the
Logbook and Records: Medications
window
History
tab.
4.
Select the date range for the information you want to review.
5.
Review the information.
Note:
When you have more records than can display on screen, the scroll bar appears and can be used to
review all the records.
Related Links
Logbook and Records: Medications Window
History Tab
Learn About the My Data Window
How to Print, E
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mail, or Fax
My Data
( v1.3 )
Reviewing All Medications
Version: 1.0
143
Creating a New Medication Record
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Medications
under
Logbook and Records deals with information about medications
the person uses or has used.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens with your information displayed.
If more than one person's information is entered in the
, you must select the
person you want from the list in the
Select Person dialog box to open the My Data
window with
information displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Medications
to open the
Logbook and Records: Medications
window
Current
tab with medications the person currently uses
displayed.
3.
Click Create New
to open the
Create New Medication Record dialog box.
Note:
The
Create New
button is also available on the
Logbook and Records: Medications Window
History
Tab.
4.
Enter the appropriate information in the fields in the dialog box.
Note:
When an entry made in the
Stop date
field occurs prior to the current date, the medication record
does not appear on the Current
tab; it appears only on the
History
tab.
5.
Click OK
to save the new information.
Related Links
Creating a New Medication Record Dialog Box
Learn About the My Data Window
How to Print, E
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mail, or Fax
My Data
( v1.3 )
Creating a New Medication Record
Version: 1.1
144
Editing a Medication Record
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Medications
under
Logbook and Records deals with information about medications
the person uses or has used.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens with your information displayed.
If more than one person's information is entered in the
, you must select the
person you want from the list in the
Select Person dialog box to open the My Data
window with
information displayed for that person.
2.
Expand the
Logbook and Records
menu on the left navigation panel and select
Medications
to open the
Logbook and Records: Medications
window
Current
tab.
3.
Select the medication record you want to change and click
Edit
to open the
Edit Medication Record dialog
box.
Note:
The
Edit
button is also available on the
Logbook and Records: Medications Window History
Tab.
4.
Make changes in the fields in the dialog box.
Note:
When an entry made in the
Stop date
field occurs prior to the current date, the medication record
does not appear on the Current
tab; it appears only on the
History
tab.
5.
Click OK
to save the changes.
Related Links
Edit Medication Record Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Editing a Medication Record
Version: 1.1
145
Deleting a Medication Record
Logbook and Records
under
My Data
enables you to review or modify information about the status of the
selected person
s health.
Medications
under
Logbook and Records deals with information about medications
the person uses or has used.
1.
Be sure you want to permanently delete this information because this action cannot be reversed.
2.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens with your information displayed.
If more than one person's information is entered in the
, you must select the
person you want from the list in the
Select Person dialog box to open the My Data
window with
information displayed for that person.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Medications
to open the
Logbook and Records: Medications
window.
4.
Click the History
tab to open the
Logbook and Records: Medications
window
History
tab.
5.
Select the medication records you want to delete and click
Delete
.
6.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the
History
tab displays without
the deleted information.
Click No
to cancel the deletion. The warning box closes, and the
History
tab displays without any
changes.
My Data
( v1.3 )
Deleting a Medication Record
Version: 1.0
146
Logbook and RecordsComplications
My Data
( v1.3 )
Logbook and Records
Complications
Version: 1.0
147
Logbook and RecordsComplications Overview
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Complications
under
Logbook and Records
deals with data about
complications with the selected patient's health.
Related Links
Logbook and Records: Complications Window
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Logbook and Records
Complications Overview
Version: 1.0
148
Using the Logbook and Records: Complications Window
The
Logbook and Records: Complications
window displays a list of the complications the selected patient has
experienced.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Complications to open
the
Logbook and Records: Complications
window.
4.
Review the information.
Note:
When you have more records than can display on screen, the scroll bar appears and can be used to
review all the records.
Related Links
Logbook and Records: Complications Window
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Logbook and Records: Complications Window
Version: 1.0
149
Creating a New Complication Record
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Complications
under
Logbook and Records
deals with data about
complications with the selected patient's health.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Complications to open
the
Logbook and Records: Complications
window.
4.
Click Create New
to open the
Create New Complication Record dialog box.
5.
Enter the appropriate information in the fields in the dialog box.
6.
Click OK
to save the new information.
Related Links
Create New Complication Record Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Creating a New Complication Record
Version: 1.0
150
Editing a Complication Record
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Complications
under
Logbook and Records
deals with data about
complications with the selected patient's health.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Complications to open
the
Logbook and Records: Complications
window.
4.
Select the complication record you want to change and click
Edit
to open the
Edit Complication Record
dialog box.
5.
Make the appropriate changes in the fields in the dialog box.
6.
Click OK
to save the changes.
Related Links
Edit Complication Record Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Editing a Complication Record
Version: 1.0
151
Deleting a Complication Record
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Complications
under
Logbook and Records
deals with data about
complications with the selected patient's health.
1.
Be sure you want to permanently delete this information because this action cannot be reversed.
2.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
3.
Select the patient you want from the list to open the
Patient Management
window.
4.
Expand the
Logbook and Records
menu on the left navigation panel and select
Complications to open
the
Logbook and Records: Complications
window.
5.
Select the complication records you want to delete and click
Delete
.
6.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the
Logbook and Records:
Complications
window displays without the deleted information.
Click No
to cancel the deletion. The warning box closes, and the
Logbook and Records:
Complications
window displays without any changes.
My Data
( v1.3 )
Deleting a Complication Record
Version: 1.0
152
Logbook and RecordsEducation
My Data
( v1.3 )
Logbook and Records
Education
Version: 1.0
153
Logbook and RecordsEducation Overview
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Education
under
Logbook and Records
deals with data about any
education the patient receives regarding health issues.
Related Links
Logbook and Records: Education Window
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Logbook and Records
Education Overview
Version: 1.0
154
Reviewing Education Records
The
Logbook and Records: Education
window displays a list of information about any education the patient
receives regarding health issues.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Education
to open the
Logbook and Records: Education
window.
4.
Review the information.
Note:
When you have more records than can display on screen, the scroll bar appears and can be used to
review all the records.
Related Links
Logbook and Records: Education Window
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Reviewing Education Records
Version: 1.0
155
Creating a New Education Record
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Education
under
Logbook and Records
deals with data about
education the selected patient receives.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Education
to open the
Logbook and Records: Education
window.
4.
Click Create New
to open the
Create New Education Record dialog box.
5.
Enter information in the fields in the dialog box.
6.
Click OK
to save the new information.
Related Links
Create New Education Record Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Creating a New Education Record
Version: 1.0
156
Editing an Education Record
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Education
under
Logbook and Records
deals with data about
education the selected patient receives.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand the
Logbook and Records
menu on the left navigation panel and select
Education
to open the
Logbook and Records: Education
window.
4.
Select the education record you want to change and click
Edit
to open the
Edit Education Record dialog
box.
5.
Make changes in the fields in the dialog box.
6.
Click OK
to save the changes.
Related Links
Edit Education Record Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Editing an Education Record
Version: 1.0
157
Deleting an Education Record
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Education
under
Logbook and Records
deals withdata about education
the selected patient receives.
1.
Be sure you want to permanently delete this information because this action cannot be reversed.
2.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
3.
Select the patient you want from the list to open the
Patient Management
window.
4.
Expand the
Logbook and Records
menu on the left navigation panel and select
Education
to open the
Logbook and Records: Education
window.
5.
Select the education records you want to delete and click
Delete
.
6.
In the warning box that opens, you have two ways to proceed
Click Yes
to continue with the deletion. The warning box closes, and the
Logbook and Records:
Education
window displays without the deleted information.
Click No
to cancel the deletion. The warning box closes, and the
Logbook and Records: Education
window displays without changes.
My Data
( v1.3 )
Deleting an Education Record
Version: 1.0
158
Logbook and RecordsVisit Notes
My Data
( v1.3 )
Logbook and Records
Visit Notes
Version: 1.0
159
Logbook and RecordsVisit Notes Overview
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Visit Notes
under
Logbook and Records
deals with customized data
about the patient that is related to a specific visit to the healthcare provider's office
Related Links
Visit Notes Window
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Logbook and Records
Visit Notes Overview
Version: 1.0
160
Reviewing Visit Notes
The
Visit Notes
window displays a list of visit notes for the selected patient.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand
Logbook and Records
on the left navigation panel and click
Visit Notes
to open the
Visit Notes
window.
4.
Review the information.
Note:
When you have more records than can display on screen, the scroll bar appears and can be used to
review all the records.
Related Links
Visit Notes Window
Viewing a Visit Note Attachment
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Reviewing Visit Notes
Version: 1.0
161
Creating a New Visit Note
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Visit Notes
under
Logbook and Records
deals with customized data
about the patient that is related to a specific visit to the healthcare provider's office.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand
Logbook and Records
on the left navigation panel and click
Visit Notes
to open the
Visit Notes
window.
4.
Click Create New
to open the
Create New Visit Note dialog box.
Note:
The
Create New Visit Note
dialog box can also be accessed when you are adding a new health
record, medication record, complication record, or education record.
5.
Enter the appropriate information in the fields in the dialog box.
Note:
An attachment can be added to a visit note.
6.
Click OK
to save the new information and attachments.
Related Links
Create New Visit Note Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Creating a New Visit Note
Version: 1.0
162
Editing a Visit Note
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Visit Notes
under
Logbook and Records
deals with customized data
about the patient that is related to a specific visit to the healthcare provider's office.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand
Logbook and Records
on the left navigation panel and click
Visit Notes
to open the
Visit Notes
window.
4.
Select the visit note you want to change and click
Edit
to open the
Edit Visit Notes dialog box.
5.
Make changes in the fields in the dialog box.
Note:
An attachment can be added to or removed from the visit note.
6.
Click OK
to save the changes.
Related Links
Edit Visit Note Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Editing a Visit Note
Version: 1.0
163
Deleting a Visit Note
Logbook and Records
under
Patient Management
enables you to review or modify information about the
status of the selected patient
s health.
Visit Notes
under
Logbook and Records
deals with customized data
about the patient that is related to a specific visit to the healthcare provider's office.
1.
Be sure you want to permanently delete this information because this action cannot be reversed.
2.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
3.
Select the patient you want from the list to open the
Patient Management
window.
4.
Expand
Logbook and Records
on the left navigation panel and click
Visit Notes
to open the
Visit Notes
window.
5.
Select the visit notes you want to delete and click
Delete
.
6.
In the warning box that opens, you have two ways to proceed
Click Yes
to continue with the deletion. The warning box closes, and the
Visit Notes window displays
without the deleted information.
Click No
to cancel the deletion. The warning box closes, and the
Visit Notes
window displays without
changes.
My Data
( v1.3 )
Deleting a Visit Note
Version: 1.0
164
Viewing a Visit Note Attachment
Each visit note in the
Visit Notes
window contains a list of any files attached to it.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand
Logbook and Records
on the left navigation panel and select
Visit Notes
to open the
Visit Notes
window.
4.
Select the visit note for which you want to view an attachment.
5.
Click View/Edit
to open the
Edit Visit Note dialog box.
6.
Select the attachment you want to view from the list and click
View
.
7.
Review the attachment.
8.
Close the attachment and click
OK
to exit the dialog box
Related Links
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Viewing a Visit Note Attachment
Version: 1.0
165
Logbook and Records
Health Records Quick Entry
My Data
( v1.3 )
Logbook and Records
Health Records Quick Entry
Version: 1.1
166
Health Records Quick Entry Overview
Health Records Quick Entry
on the
Patient Management
toolbar enables you to quickly add a new set of
health measurement records to the
.
Related Links
Logbook and Records: Health Records Display Window
Most Recent Tab
Health Records Quick Entry Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Health Records Quick Entry Overview
Version: 1.1
167
Entering Quick Entry Health Records
Health Records Quick Entry
on the
Patient Management
toolbar enables you to quickly add a new set of
health measurement records to the
.
1.
In the
Patient Management
window, click
Health Records Quick Entry
on the toolbar.
2.
Enter information in the fields in the
Health Records Quick Entry dialog box.
Note:
An individual health record is added to the
for each entry in a field in the
Health
Records Quick Entry dialog box. The records are displayed under Logbook: Health Records
.
3.
Click OK
to save the new information.
Related Links
Health Records Quick Entry Dialog Box
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Entering Quick Entry Health Records
Version: 1.0
168
Graphs
My Data
( v1.3 )
Graphs
Version: 1.1
169
My Data
Graphs Overview
The
Graphs
option under
My Data
enables you to review individual graphs and charts with detailed information
about the status of your health.
The available graphs are
Trend
displays your information in chronological order.
Standard Day
displays your information organized by hour of the day.
Standard Week
displays your information organized by day of the week.
Target
displays your information organized by percentages of results as it relates to your target.
Metabolic Control
displays the variability of your bG data.
Insulin Effect
displays your insulin information across time.
Insulin Pump Use
displays your insulin pump use information organized by days within a specified date
range.
Insulin Pump Summary
displays a summary of your insulin pump use and insulin information in three
charts.
Basal Profiles
displays your insulin dose information (basal profile) organized by hourly unit measures in
a 24
-
hour period.
Related Links
Using the Trend Graph
Using the Standard Day Graph
Using the Standard Week Graph
Using the Target Graph
Using the Metabolic Control Graph
Using the Insulin Effect Graph
Using the Insulin Pump Use Graph
Using the Insulin Pump Summary Graph
Using the Basal Profiles Graph
Trend Graph Window
Standard Day Graph Window
Standard Week Graph Window
Target Graph Window
Metabolic Control Graph Window
Insulin Effect Graph Window
Insulin Pump Use Graph Window
Insulin Pump Summary Graph Window
Basal Profiles Graph Window
Learn About the My Data Window
My Data
( v1.3 )
My Data
Graphs Overview
Version: 1.1
170
Using the Trend Graph
The
Trend
graph displays your information organized in chronological order.
Follow the steps below to use the features of the
Trend
graph.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person's information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person's name from the
list.
2.
Expand the
Graphs
submenu on the left navigation bar by clicking the arrow and then select
Trend
. The
Trend
graph window opens to show information about your blood sugar levels organized by any common
occurrences in chronological order.
3.
Use the display options above the graph to set the limits of the information you want to include in the display.
Specify the date Range
Specify Carb units
4.
Use the
Settings
tab (at the bottom of the screen) to choose how and what information is displayed.
5.
Use the
Statistics
tab to view a detailed summary of the information displayed in the graph.
6.
Use the
Key
tab to view explanations for symbols used in the graph.
Related Links
Trend Graph Window
Learn About the My Data Window
My Data
( v1.3 )
Using the Trend Graph
Version: 1.0
171
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Trend Graph
Version: 1.0
172
Using the Standard Day Graph
The
Standard Day
graph displays your health information organized by hour of the day.
Follow the steps below to use the features of the
Standard Day
graph.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person's information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person's name from the
list.
2.
Expand the
Graphs
submenu on the left navigation bar by clicking on the arrow and then select
Standard
Day
. The
Standard Day
graph window opens to show your health information organized by the hour of the
day.
Note:
The hours of the day are grouped according to the time blocks you establish in
Day and Week
under
My Profile
. Block 1 is the first time block with an ending time that falls after midnight. To change the time
blocks you are using:
Go to the
Edit My ProfileDay & Week dialog box
Go to the
Number of blocks drop
-
down list to select the number of time blocks you want to use
Drag and drop the hands around the clock
s edge to the times when you want each time block to
begin
Click OK
3.
Use the display options above the graph to select the limits you want for the information to include in the
display.
My Data
( v1.3 )
Using the Standard Day Graph
Version: 1.1
173
4.
Use the
Settings
tab (at the bottom of the screen) to choose how and what information is displayed.
Choose the format that is easiest for you to read and understand.
5.
Use the
Statistics
tab to view a detailed summary of the information displayed in the graph.
6.
Use the
Key
tab to view explanations for symbols used in the graph.
Related Links
Standard Day Graph Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Standard Day Graph
Version: 1.1
174
Using the Standard Week Graph
The
Standard Week
graph displays your information organized by day of the week.
Follow the steps below to use the features of the
Standard Week
graph.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person's information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person's name from the
list.
2.
Expand the
Graphs
submenu on the left navigation bar by clicking on the arrow and then select
Standard
Week
. The
Standard Week
graph window opens to show information about your health organized by day of
the week.
3.
Use the display options above the graph to set the limits you want of the amount of information to include in
the display.
Note:
You cannot change the information that appears below the graph showing the total number of
readings and the average level for each column.
4.
Use the
Settings
tab (at the bottom of the screen) to choose how the information is displayed. Choose the
format that is easiest for you to read and understand.
Note:
When the graph displays in
Align
format, an additional
Overall
column appears. It shows a summary
of the week's information.
My Data
( v1.3 )
Using the Standard Week Graph
Version: 1.0
175
5.
Use the
Statistics
tab to view a detailed summary of the information displayed in the graph.
6.
Use the
Key
tab to view explanations for symbols used in the graph.
Related Links
Standard Week Graph Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Standard Week Graph
Version: 1.0
176
Using the Metabolic Control Graph
The
Metabolic Control
graph displays the variability of the bG information.
Follow the steps below to use the features of the
Metabolic Control
graph:
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person
s information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the desired person
s name
from the list.
2.
Expand the
Graphs
submenu on the left navigation bar by clicking the arrow, and then select
Metabolic
Control
. The
Metabolic Control
graph window opens to show information about your health in a scatter
chart.
3.
Use the display options above the graph to select the limits of the information you want to include in the
display.
Specify the date Range
Specify Carb units
4.
Use the
Settings
tab (at the bottom of the screen) to choose which information is displayed.
5.
Use the
Statistics
tab to view a detailed summary of the information displayed in the graph.
6.
Use the
Key
tab to view explanations for symbols used in the graph.
Related Links
My Data
( v1.3 )
Using the Metabolic Control Graph
Version: 1.5
177
Metabolic Control Graph Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Metabolic Control Graph
Version: 1.5
178
Using the Insulin Effect Graph
The
Insulin Effect
graph displays your data organized in chronological order.
Follow the steps below to use the features of the
Insulin Effect
graph:
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person
s information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person
s name from the
list.
2.
Expand the
Graphs
submenu on the left navigation bar by clicking the arrow, and then select
Insulin Effect
.
The
Insulin Effect
graph window opens to show information about your health in chronological order.
3.
Use the display options above the graph to select the range of data to include in the display.
Specify the date Range
Specify Carb units
4.
Use the
Settings
tab to choose how and what information is displayed.
5.
Use the
Statistics
tab to view a detailed summary of the information displayed in the graph.
6.
Use the
Key
tab to view explanations for symbols used in the graph.
Related Links
Insulin Effect Graph Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Insulin Effect Graph
Version: 1.5
179
Using the Target Graph
The
Target
graph displays your information organized by percentages relative to your targets. The graph shows
the percentage of readings above, below, or within the target range and the percentage of readings below the
hypo limit.
Follow the steps below to use the features of the
Target
graph.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person's information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person's name from the
list.
2.
Expand the
Graphs
submenu on the left navigation bar by clicking the arrow and then select
Target
. The
Target
graph window opens to show your information organized by the percentage of readings above,
below, or within your target range and the percentage of readings below your hypo limit.
3.
Use the display options above the graph to set the limits of the information to include in the display.
4.
Use the
Settings
tab (at the bottom of the screen) to choose how and what information is displayed.
View the information in a one
-
chart
Overall
format
View the information in a three
-
chart format with one
Overall
chart and two charts with additional
information that you choose
5.
Use the
Statistics
tab to view a detailed summary of the information displayed in the graph.
6.
Use the
Key
tab to view explanations for symbols and display options used in the graph.
Related Links
My Data
( v1.3 )
Using the Target Graph
Version: 1.1
180
Target Graph Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Target Graph
Version: 1.1
181
Using the Insulin Pump Use Graph
The
Insulin Pump Use
graph displays insulin delivery information from your insulin pump.
Follow these steps to use the features of the
Insulin Pump Use
graph:
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens.
If more than one person's information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person from the list.
2.
Click Graphs
on the left navigation panel and then select
Insulin Pump Use
. The
Insulin Pump Use
graph
window opens.
3.
Use the date
Range
option above the graph to set the date range for information to include in the display.
4.
Use the
Statistics
tab to view a comprehensive summary of the information displayed in the graph. Use the
Key
tab to view explanations for symbols used in the graph.
Note:
No options are available on the
Settings
tab for the
Insulin Pump Use
graph.
Related Links
Learn About the My Data Window
Insulin Pump Use Graph Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Insulin Pump Use Graph
Version: 1.2
182
Using the Basal Profiles Graph
The
Basal Profiles
graph displays the basal rate profiles supported by your pump.
Follow these steps to use the features of the
Basal Profiles
graph:
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person's information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person from the list.
2.
Click Graphs
on the left navigation panel and then select
Basal Profiles
. The
Basal Profiles
graph window
opens.
3.
Use the insulin pump list option above the graph to open the list of available insulin pumps .
4.
Select the appropriate insulin pump for the graph.
5.
View the information displayed in the graph.
Related Links
Learn About the My Data Window
Basal Profiles Graph Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Basal Profiles Graph
Version: 1.0
183
Using the Insulin Pump Summary Graph
The
Insulin Pump Summary
graph displays insulin delivery information from your insulin pump.
Follow these steps to use the features of the
Insulin Pump Summary
graph:
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the main
My
Data
window opens.
If more than one person's information is entered in the
, the
Select Person dialog
box opens for you to choose whose information you want to see. Select the person from the list.
2.
Click Graphs
on the left navigation panel and then select
Insulin Pump Summary
. The
Insulin Pump
Summary
graph window opens.
3.
Use the date
Range
option above the graph to set the date range for the information to include in the
display.
4.
Select the profile you want to view statistics for using the display options in the
Statistics
tab.
5.
Use the
Statistics
tab to view a summary of the information displayed in the graph. Use the
Key
tab to view
explanations for symbols used in the graph.
Note:
No options are available on the
Settings
tab for the
Insulin Pump Summary
graph.
Related Links
Learn About the My Data Window
Insulin Pump Summary Graph Window
My Data
( v1.3 )
Using the Insulin Pump Summary Graph
Version: 1.0
184
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the Insulin Pump Summary Graph
Version: 1.0
185
Structured Testing
My Data
( v1.3 )
Structured Testing
Version: 1.1
186
My Data
Structured Testing Overview
Structured Testing
under
My Data
adds structured data collection and new reports to the
for periodically tracking and visualizing relevant information to enable better diabetes management decisions.
The information maintained in
Structured Testing
includes:
3
-
Day Profile
tracks data related to specific meal segments, including blood sugar, meal size, and energy
level. This data can be viewed in a graph or in a report.
Related Links
Structured Testing
3
-
Day Profile Overview
Using the 3
-
Day Profile Data Tab
Using the 3
-
Day Profile
Graph Tab
Learn About the My Data Window
My Data
( v1.3 )
My Data
Structured Testing Overview
Version: 1.5
187
3
-Day Profile
My Data
( v1.3 )
3-
Day Profile
Version: 1.0
188
Structured Testing
3
-Day Profile Overview
Structured Testing
under
My Data
adds structured data collection and new reports to the
for periodically tracking and visualizing relevant information to enable better diabetes management decisions.
3
-
Day Profile
under
Structured Testing displays data related to specific meal segments, including blood sugar,
meal size, and energy level. This data can be viewed in a graph or in a report.
The data is displayed in the following tabs:
Data tab
This tab displays the person
s downloaded and manually
-
entered health information related to a
3
-
day profile. This information is organized by day and divided into meal segments.
Graph tab
This tab displays the person
s downloaded and manually
-
entered health information related to
a 3
-
day profile over time. Use this tab to view the selected information graphically or to view statistics
related to the selected 3
-
day profile record.
Related Links
Structured Testing: 3
-
Day Profile Window Data Tab
Structured Testing: 3
-
Day Profile Window
Graph Tab
Learn About the My Data Window
My Data
( v1.3 )
Structured Testing
– 3-
Day Profile Overview
Version: 1.5
189
Using the 3-Day Profile Display Window
Data Tab
Use the
3
-
Day Profile
window
Data
tab to display the person
s downloaded and manually
-
entered health
information related to a 3
-
day profile. This information is organized by day and divided into meal segments.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Structured Testing
menu on the left navigation panel and select
3
-
Day Profile
to open the
3
-
Day Profile
window
Data
tab.
3.
Select the start date for the 3
-
day profile you would like to view.
4.
Review the information.
Related Links
Structured Testing: 3
-
Day Profile Display Window Data Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the 3
-
Day Profile Display Window
Data Tab
Version: 1.5
190
Creating a 3-Day Profile Record
The
3
-
Day Profile
window allows you to create and edit 3
-
day profile records.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens with your information displayed.
If more than one person
s data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Structured Testing
menu on the left navigation panel and select
3
-
Day Profile
to open the
3
-
Day Profile
window
Data
tab.
3.
In the
3
-
day profile start field, select a date to begin the 3
-
day profile.
4.
Click Edit
to open the
Edit Profile Records dialog box.
5.
Use the
Edit Profile Records
dialog box to enter profile information including blood sugar information, time,
energy level, and meal size. To assign meal segments to existing records for the selected date, click
Browse existing bG data
to open the
Assign Meal Segments dialog box.
6.
Click OK
to save the new information.
Related Links
Edit Profile Records Dialog Box
Assign Meal Segments Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Creating a 3
-
Day Profile Record
Version: 1.5
191
Editing a 3-Day Profile Record
Use the following steps when you want to edit 3
-
day profile information using the
3
-
Day Profile Data
tab under
Structured Testing
.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Structured Testing
menu on the left navigation panel and select
3
-
Day Profile
to open the
3
-
Day Profile
window
Data
tab.
3.
In the
3
-
day profile start
field, select the start date of the 3
-
day profile record you want to edit.
4.
Click Edit
to open the
Edit Profile Records
dialog box with the selected information displayed.
5.
From the
Edit Profile Records
dialog box you can:
make changes in the fields in the dialog box or
click Browse existing bG data
to open the
Assign Meal Segments dialog box, assign meal
segments as needed, and click OK
to return to the
Edit Profile Records dialog box.
6.
Click OK
to save the changes.
Related Links
Edit Profile Records Dialog Box
Assign Meal Segments Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Editing a 3
-
Day Profile Record
Version: 1.5
192
Assigning Meal Segments for a 3-Day Profile Record
The
Assign Meal Segments
dialog box allows you to assign meal segments to existing bG records.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom information is entered in the
, the
My Data
window opens with your information displayed.
If more than one person
s data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Structured Testing
menu on the left navigation panel and select
3
-
Day Profile
to open the
3
-
Day Profile
window
Data
tab.
3.
In the
3
-
day profile start
field, select the date of the bG records you want to associate with meal segments.
4.
Click Edit
to open the
Edit Profile Records dialog box.
5.
Click Browse existing bG data
to open the
Assign Meal Segments dialog box.
6.
Assign meal segments to existing bG records as appropriate.
7.
Click OK
to return to the
Edit Profile Records dialog box.
8.
Click OK
in the
Edit Profile Records
dialog box to save the new information.
Related Links
Assign Meal Segments Dialog Box
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Assigning Meal Segments for a 3
-
Day Profile Record
Version: 1.5
193
Using the 3-Day Profile Display Window
Graph Tab
Use the
3
-
Day Profile
window
Graph
tab to display the person
s downloaded and manually
-
entered health
information related to a 3
-
day profile over time. Use this tab to view the selected information graphically or to view
statistics related to the selected 3
-
day profile.
1.
Click My Data
on the
Main Menu
window.
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
Structued Testing
menu on the left navigation panel and select
3
-
Day Profile
to open the
3
-
Day Profile
display window.
3.
Click the Graph
tab to open the
3
-
Day Profile
window
Graph
tab.
4.
Select the start date for the 3
-
day profile you would like to view.
5.
Use the
Statistics
tab to view a comprehensive summary of the data displayed in the graph. Use the
Key
tab to view explanations for symbols used in the graph.
Related Links
Structued Testing: 3
-
Day Profile Display Window
Graph Tab
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using the 3
-
Day Profile Display Window
Graph Tab
Version: 1.5
194
Favorite Reports
My Data
( v1.3 )
Favorite Reports
Version: 1.0
195
Favorite Reports in Patient Management Overview
Favorite Reports
under
Patient Management
enables you to save your preferred settings for graphs and
logbooks. Saving favorite reports enables you to save customized reports for each healthcare provider in your
office for quick and easy access. This allows you to standardize the reports used in your office and reduce the
time required to produce the reports.
Related Links
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Favorite Reports in Patient Management Overview
Version: 1.0
196
Using Favorite Reports
Favorite Reports
under
Patient Management
enables you to save your preferred settings for graphs and
logbooks. Saving favorite reports enables you to save customized reports for each healthcare provider in your
office for quick and easy access. This allows you to standardize the reports used in your office and reduce the
time required to produce the reports.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand
Favorite Reports
on the left navigation panel and select a report.
4.
Review the information.
Related Links
Patient Management
Toolbar Overview
Learn About the Patient Management Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Using Favorite Reports
Version: 1.0
197
Saving a Favorite Report
Favorite Reports
under
Patient Management
enables you to save your preferred settings for graphs and
logbooks. Saving favorite reports enables you to save customized reports for each healthcare provider in your
office for quick and easy access. This allows you to standardize the reports used in your office and reduce the
time required to produce the reports.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
On the left navigation panel, select the information type and format that you want to save as a favorite report.
4.
On the
Patient Management toolbar, click Save this as a Favorite Report
.
5.
Enter a name for the report in the
Save Report dialog box.
6.
Click OK
to save the new report.
Related Links
Patient Management
Toolbar Overview
Learn About the Patient Management Window
My Data
( v1.3 )
Saving a Favorite Report
Version: 1.0
198
Editing a Favorite Report
Favorite Reports
under
Patient Management
enables you to save your preferred settings for graphs and
logbooks. Saving favorite reports enables you to save customized reports for each healthcare provider in your
office for quick and easy access. This allows you to standardize the reports used in your office and reduce the
time required to produce the reports.
1.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
2.
Select the patient you want from the list to open the
Patient Management
window.
3.
Expand
Favorite Reports
on the left navigation panel and select the report you want to edit.
4.
Make changes to the report settings.
5.
On the
Patient Management toolbar, click Save this as a Favorite Report
to open the
Save Report
dialog box.
6.
Click OK
to save the changes.
7.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the changes. The warning box closes, and the report displays using the new
settings.
Note:
Make sure you want to change this information because the overwrite process cannot be
reversed.
Click No
to cancel the changes. The warning box closes, and the report displays without changes.
Related Links
Patient Management
Toolbar Overview
Learn About the Patient Management Window
My Data
( v1.3 )
Editing a Favorite Report
Version: 1.0
199
Deleting a Favorite Report
Favorite Reports
under
Patient Management
enables you to save your preferred settings for graphs and
logbooks. Saving favorite reports enables you to save customized reports for each healthcare provider in your
office for quick and easy access. This allows you to standardize the reports used in your office and reduce the
time required to produce the reports.
1.
Be sure you want to permanently delete this information because this action cannot be reversed.
2.
Click Patient Management
on the
Main Menu
window to open the
Select Patient dialog box.
3.
Select the patient you want from the list to open the
Patient Management
window.
4.
Expand
Favorite Reports
on the left navigation panel and select the report you want to delete.
5.
On the
Patient Management toolbar, click Delete this Favorite Report
.
6.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the left navigation panel displays
without the deleted report.
Click No
to cancel the deletion. The warning box closes, and the left navigation panel displays without
changes.
My Data
( v1.3 )
Deleting a Favorite Report
Version: 1.0
200
Population Management
Population Management
( v1.1 )
Population Management
Version: 1.0
201
Population Management Overview
Population Management enables you to track the status of a group's health data and other information. The two
types of groups in Population Management are query groups and static groups.
A query group is based on criteria that you select. The members of a query group may change automatically if the
patients no longer fit the criteria, or if patients begin to fit the criteria. A static group includes patients that you
select. The members of a static group never change unless you change them. Whenever a patient is deleted, that
patient is automatically removed from all groups.
Population Management provides the following tools for reviewing and maintaining group data and information:
Group Summary
enables you to review the group member list or to set profile information for all group
members.
Graphs & Reports
allows you to use the options that follow to view graphs and reports for the group's data:
Group Trenddisplays group data organized in chronological order
Distribution List
displays members of the group listed in value ranges according to their data
Distribution Histogram
displays the percentages of patients or results within ranges of results
across a specific date range
Before and After
-
Distributiondisplays percentages of patients or percentages of results from
before and after a specified event, organized in value ranges
Before and After
-
Trenddisplays group data before and after a specified event
Overdue Health Records
displays group members whose next health records are overdue
Related Links
Learn About the Population Management Window
Learn About Query Groups
Learn About Static Groups
Population Management
( v1.1 )
Population Management Overview
Version: 1.0
202
Learn About the Population Management Window
Population Management enables you to track the status of a group's health data and other information. The
options here allow you to review and maintain information about health targets, healthcare providers, insurance
providers, and education records. From this window you can print, e
-
mail, and/or fax reports and information to
patients and other healthcare providers.
Note:
Within Population Management you can edit Patient Profile information for all members in a group. If you
want to edit information for individual patients you must use Patient Management by clicking
Patient
Management
on the
Main Menu
window.
You must select the group with which you want to work in the
Select Group
dialog box before you can use any
Population Management options. Use the following steps to select a group:
1.
Click Population Management
on the
Main Menu
window to open a list in the
Select Group dialog box.
2.
Select the group that you want and click
OPEN
in the
Select Group
dialog box. This opens the
Population
Management
window.
The
Population Management
window enables you to track the status of a group's health data and other
information.
Learn About the Information
Learn About the Window Components
Learn About What You Can Do
Learn About the Information
Population Management
( v1.1 )
Learn About the Population Management Window
Version: 1.1
203
The
Population Management
window enables you to access the following information:
Group Summary
displays information about the selected group, such as group type, group description, and
the group's member list
Graphs & Reports
displays graphs and reports containing information about the selected group. Six
graphs and reports are available including:
Group Trend displays group data organized in chronological order
Distribution List
displays members of the group listed in value ranges according to their data
Distribution Histogram
displays the percentages of patients or results within ranges of results
across a specific date range
Before and After Distribution displays percentages of patients or percentages of results from
before and after a specified event, organized in value ranges
Before and After Trend displays group data before and after a specified event
Overdue Health Records
displays group members whose next health records are overdue
Learn About the Window Components
The
Population Management
window has the following components:
The
toolbar
runs across the top of the window. It has buttons that enable you to perform various tasks.
The
group name bar
runs across the top of the window below the toolbar. It displays the selected group's
name.
The
location indicator
is on the left side of the window below the group name bar. It shows the name of the
left navigation panel option displayed in the information display area.
The
text options
are on the right side of the window below the group name bar. Click to access the named
option.
The
left navigation panel
runs down the left side of the window. Using it, you can select the type of
information you want to access.
The
information area
is where the selected information is displayed. The information area may be expanded
and contracted using the expand and collapse buttons.
THE TOOLBAR
Use this toolbar button...
...to do this
Back to Main Menu
Return to the
Main Menu
.
Change Group
Open the
Select Group dialog box to access a different
group's data or to create a new group.
Note:
When there is only one group currently in the
, this toolbar button reads "Add
Group."
Print
Generate a report that corresponds to the current
screen contents and send it to a printer.
E
-
mail
Generate a report that corresponds to the current
screen contents and send it as an e
-
mail.
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Version: 1.1
204
Fax
Generate a report that corresponds to the current
screen contents and send it as a fax.
Output Language
Select the language you wish to use for printing/e
-
mailing/faxing reports from the
Population
Management
window.
Help
Open help text related to the main
Population
Management
window.
Save this as a favorite report
Save the information and format settings currently
applied to the display for re
-
use from the left navigation
panel.
Delete this favorite report
Delete the settings for the currently displayed favorite
report and remove the report name from the left
navigation panel.
Print/E
-
mail/Fax Report
Open the
Print/E
-
mail/Fax Reports Select Reports
dialog box to begin generating reports for this group.
GROUP NAME BAR
GROUP NAME BAR
This bar displays the name of the selected group.
LOCATION INDICATOR
OPTION NAME
This indicator displays the name of the left navigation
bar option currently in use.
TEXT OPTIONS
Use this option...
...to do this
Open
Preferences
so you can make changes to the
information display settings and then return to see the
new display.
Note:
This option is not always available. If
Preferences
is not currently accessible this option
does not appear.
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Version: 1.1
205
Open
Show/Hide
so you can make changes to your
list of features.
Open
Help
text related to the displayed information.
LEFT NAVIGATION PANEL
Use this left navigation option...
...to do this
Display information about the selected group such as
group type, group description, and member list.
Display group data averages organized in
chronological order.
Displays where members of the group fit within value
ranges according to their data.
Display the percentage of patients within ranges of
results across a specific time range.
Display the percentages of patients within ranges of
results before and after a specified event.
Display group data averages before and after a
specified event.
Display group members whose most recent health
records are overdue.
THE INFORMATION AREA
This display section...
...shows this
INFORMATION DISPLAY AREA
The selected information for whatever option you
choose on the left navigation panel.
Use this option...
...to do this
Increase the size of the information area.
Decrease the size of the information area.
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206
Learn about what you can do in Population Management
If you want to review Information
If you want to change information
If you want to print information
If you want to e
-
mail information
If you want to fax information
If you want to print/e
-
mail/fax custom, batch, or multiple reports
If you want to review information
Note:
Population Management provides two ways to review information in the
.
In the left navigation panel, you can:
1.
Select Group Summary and click View/Edit to view or edit the list of members or the criteria used to
generate the query group, or
2.
Select the graph or report that you want to view and click the
Settings
,
Statistics
, or
Key
tab to utilize graph
and report features.
If you want to change information
1.
Be sure you want to change this information for all group members because this action cannot be reversed.
2.
Click Group Summary
on the left navigation panel.
3.
Click Edit Patient Profile and apply changes to all members
at the bottom of the screen to open the
Set
Group Information dialog box.
4.
Select the type of information that you want to edit from the following options:
Targets and Events
,
Day and
Week
,
Healthcare Providers
,
Insurance
, or
Education. Click OK
.
5.
Make the appropriate changes in the resulting dialog box, and click
OK
.
6.
In the warning box that opens, you have two ways to proceed:
Click Yes
to accept the changes. The warning box closes, and the changes are applied to all
members of the group.
Click No
to cancel. The warning box closes without applying changes.
Note:
Within Population Management, you can edit Patient Profile information for all members in a group. If you
want to edit information for individual patients you must use Patient Management by clicking
Patient
Management
on the
Main Menu
window.
If you want to print information
1.
Select the left navigation item you want to print to access the appropriate display window.
2.
On the toolbar, select the output language you wish to use.
3.
Click Print
to send information displayed in the window to the printer.
Note:
The only languages available are those that were chosen at install.
If you want to e-mail information
1.
Select the left navigation item you want to e
-
mail to access the appropriate display window.
2.
On the toolbar, select the output language you wish to use.
3.
Click E
-
mail
to send information displayed in the window as an e
-
mail message.
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Version: 1.1
207
Note:
The only languages available are those that were chosen at install.
If you want to fax information
1.
Select the left navigation item you want to fax to access the appropriate display window.
2.
On the toolbar, select the output language you wish to use.
3.
Click Fax
to send information displayed in the window as a fax.
Note:
The only languages available are those that were chosen at install.
If you want to print/e-mail/fax custom, batch, or multiple reports
1.
Click the Print/E
-
mail/Fax Reports
button to open the
Print/E
-
mail/Fax Reports Select Reports dialog
box to begin generating reports for the selected group.
Related Links
Population Management Overview
Population Management
Group Summary Overview
Population Management
Graphs and Reports Overview
Population Management
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Version: 1.1
208
Creating a New Group in Population Management
The two types of groups in Population Management are query groups and static groups. A query group is based
on criteria that you select. The members of a query group may change automatically if the patients no longer fit the
criteria, or if patients begin to fit the criteria. A static group includes patients that you select. The members of a
static group never change unless you change them. Whenever a patient is deleted, that patient is automatically
removed from all groups.
Create a new group to use the features in Population Management such as group graphs and reports.
1.
Click Population Management
on the
Main Menu
window to open a list in the
Select Group dialog box.
2.
In the
Select Group dialog box click Create New
to open the
Create New Group dialog box.
3.
Make the appropriate entries and selections in the Create New Group
dialog box then click
OK
.
4.
Make the appropriate changes in the resulting dialog box, then click
OK
to create the new group.
Related Links
Learn About the Population Management Window
Create New Group Dialog Box
Population Management
( v1.1 )
Creating a New Group in Population Management
Version: 1.0
209
Query Groups
Population Management
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Query Groups
Version: 1.0
210
Learn About Query Groups
A query group is based on criteria that you select. The members of a query group may change automatically if the
patients no longer fit the criteria, or if patients begin to fit the criteria. Whenever a patient is deleted, that patient is
automatically removed from all groups.
The criteria for a query group can be set from any of the following parameter types:
Personal Information
Diabetes Information
Targets
Healthcare Providers
Insurance
Devices
Logbook
Health Records
Medication
Complications
Education
Visit Notes
Comments
Group Association
Related Links
Learn About the Population Management Window
Create New Query Group Dialog Box
Population Management
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Learn About Query Groups
Version: 1.0
211
Create Query Group Overview
The Create Query Group function enables you to create groups of patients based on criteria that you select.
Members of a query group may change automatically if patients no longer fit the criteria or if patients begin to fit
the criteria.
You can filter your query group using data that is captured in patient records. For example, you can create a query
group of female patients who are older than 18 with a given A1c level. In general, the more parameters that you
specify, the fewer patients you have in your query group. You can preview the estimated number of patients who
match your query as you add or subtract each parameter.
As you add parameters to your query, you build an expression using the values AND and OR. When you use AND
to join multiple parameters, only the patients who match all of the parameters are included in your query group.
When you use OR to join multiple parameters together, patients who match either of the parameters are included
in the query group. For example, consider the different results from the following queries:
Female patients AND Over 18
includes only females who are older than 18
Female patients OR Over 18
includes all of the females in your database and all of the patients, including
males, in your database older than 18
Related Links
Create New Query Group Dialog Box
Viewing Query Results
Population Management
( v1.1 )
Create Query Group Overview
Version: 1.0
212
Creating Query Groups
Query groups enable you to create dynamic sets of patients, based on the criteria that you select.
1.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
2.
In the
Select Group dialog box click Create New
to open the
Create New Group dialog box.
3.
Make the appropriate entries and select Query Group
in the
Create New Group
dialog box then click
OK
.
4.
Select the parameters that determine which patients belong to the group.
5.
For each parameter, set the value.
6.
Click the Show Results
button to preview the patients who belong to the query group.
7.
Click OK
to save the query group.
Note:
You can select the
Temporary
check box if you want to make this group temporary. A temporary
group is removed when you leave the current population management session. To save this group for future
sessions, be sure this check box is cleared.
Related Links
Create New Query Group Dialog Box
Query Results Dialog Box
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Creating Query Groups
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213
Viewing Query Results
The
Query Results
dialog box enables you to view the patients who belong to a query group. You can view query
results for query groups only. This feature is not available for static groups.
1.
Click Population Management
from the
Main Menu
window.
2.
In the
Select Group
dialog box, click the name of an existing query group and then click
Open
.
Note:
A query group is based on criteria that you select. The members of a query group may change
automatically if the patients no longer fit the criteria or if patients begin to fit the criteria. A static group
includes patients whom you select. The members of a static group never change unless you change them.
Whenever a patient is deleted, that patient is automatically removed from all groups.
3.
In the
Population ManagementGroup Summary
window, click
View/Edit
.
4.
In the
Edit Query Group dialog box, click Show Results
.
5.
In the
Query Results
dialog box, view the list of patients who belong to the query group.
6.
Click Cancel
to close the
Query Results dialog box.
Related Links
Create New Query Group Dialog Box
Query Results Dialog Box
Population Management
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Viewing Query Results
Version: 1.0
214
Static Groups
Population Management
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Static Groups
Version: 1.0
215
Learn About Static Groups
A static group includes patients that you select. The members of a static group never change unless you change
them. Whenever a patient is deleted, that patient is automatically removed from all groups.
Related Links
Learn About the Population Management Window
Create New Static Group Dialog Box
Edit Static Group Dialog Box
Population Management
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Learn About Static Groups
Version: 1.0
216
Creating Static Groups
A static group includes patients that you select. The members of a static group never change unless you change
them. Whenever a patient is deleted, that patient is automatically removed from all groups. Create a new static
group to use the features in Population Management such as group graphs and reports.
Follow these steps to create a new static group:
1.
Click Population Management
on the
Main Menu
window to open a list in the
Select Group dialog box.
2.
In the
Select Group dialog box, click Create New
to open the
Create New Group dialog box.
3.
Make the appropriate entries and select the Static Group
option in the
Create New Group
dialog box, then
click OK
to open the
Create New Static Group dialog box.
4.
Make the appropriate changes and select the group members for the new static group in the
Create New
Static Group
dialog box, then click
OK
to create the group.
Related Links
Learn About the Population Management Window
Create New Static Group Dialog Box
Population Management
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Creating Static Groups
Version: 1.0
217
Summary and Set Group Information
Population Management
( v1.1 )
Summary and Set Group Information
Version: 1.0
218
Population ManagementGroup Summary Overview
Population Management enables you to track the status of a group's health data and other information. Group
Summary within Population Management displays information about the selected group, including group type,
description, and a list of the members in the group.
Note:
A query group is based on criteria that you select. The members of a query group may change
automatically if the patients no longer fit the criteria, or if patients begin to fit the criteria. A static group includes
patients that you select. The members of a static group never change unless you change them. Whenever a
patient is deleted, that patient is automatically removed from all groups.
Description
displays the description of the group if one has been entered.
Group Type
designates the group as either a query group or static group.
Member List
lists all members in this group.
Related Links
Learn About the Population Management Window
Population Management
Group Summary Window
Population Management
( v1.1 )
Population Management
Group Summary Overview
Version: 1.0
219
Set Group Information
You can use the
Set Group Information dialog box to set Patient Profile information for all group members. For
example, you can set the bG target range and health record targets for all group members. The
changes the Patient Profile information of each group member.
Note:
This feature will work only for the current group members at the time the changes are confirmed. New
members' profiles are not automatically updated unless you apply this action after they are added to the group.
The information that can be edited using Set Group Information includes
Targets and Events
sets the group's blood glucose level target range, health records targets, and bG
results flagged with an
in a device text
Day and Week
sets time blocks that the
uses to customize the graphs and report
displays for the group
Healthcare Providers
sets contact information for the group's healthcare providers
Insurance
sets contact and policy information for the group's insurance providers
Education
sets information about education the group members received
Related Links
Learn About the Population Management Window
Set Group Information Dialog Box
Population Management
( v1.1 )
Set Group Information
Version: 1.0
220
Setting Targets and Events for a Group
Follow these steps to set the same targets and events once for all group members:
1.
Be sure you want to change this information for all group members because this action cannot be reversed.
2.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
3.
Select the group that you want and click
OPEN
in the
Select Group
dialog box. The
Population
Management
window opens.
4.
In the
Population ManagementGroup Summary
window, click
Edit Patient Profile and apply changes
to all members
at the bottom of the screen to open the
Set Group Information dialog box.
5.
In the
Set Group Information dialog box, select Targets and Events and click OK
.
6.
Make the appropriate changes in the fields in the
Targets and Events dialog box and click OK
.
7.
In the warning box that opens, you have two ways to proceed:
Click Yes
to accept the changes. The warning box closes, and the changes are applied to all group
members.
Click No
to cancel. The warning box closes without applying changes.
Related Links
Learn About the Population Management Window
Set Group Targets and Events Dialog Box
Population Management
( v1.1 )
Setting Targets and Events for a Group
Version: 1.0
221
Setting Group Information in Population Management
You can use the
Set Group Information dialog box to set Patient Profile information for all group members. For
example, you can set the bG target range and health record targets for all group members. The
changes the Patient Profile information of each group member.
Note:
This feature will work only for the current group members at the time the changes are confirmed. New
members' profiles are not automatically updated unless you apply this action after they are added to the group.
Follow these steps to change Patient Profile information once for all group members:
1.
Be sure you want to change this information for all group members because this action cannot be reversed.
2.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
3.
Select the group that you want and click
OPEN
in the
Select Group
dialog box. The
Population
Management
window opens.
4.
In the
Population ManagementGroup Summary
window, click
Edit Patient Profile and apply changes
to all members
at the bottom of the screen to open the
Set Group Information dialog box.
5.
Select the type of information that you want to edit from the following options:
Targets and Events
,
Day and
Week
,
Healthcare Providers
,
Insurance
, or
Education. Click OK
.
6.
Make the appropriate changes in the resulting dialog box, and click
OK
.
Note:
On some dialog boxes you will need to first select the check box next to the information you want to
apply to all group members.
7.
In the warning box that opens, you have two ways to proceed:
Click Yes
to accept the changes. The warning box closes, and the changes are applied to all group
members.
Click No
to cancel. The warning box closes without applying changes.
Related Links
Learn About the Population Management Window
Set Group Information Dialog Box
Population Management
( v1.1 )
Setting Group Information in Population Management
Version: 1.0
222
Setting Day and Week Information for a Group
The
uses the settings from the
Set Group Days and Weeks
dialog box to customize the
graphs and reports in Population Management.
Follow these steps to set the same day and week information for all group members:
1.
Be sure you want to change this information for all group members because this action cannot be reversed.
2.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
3.
Select the group that you want and click
OPEN
. The
Population Management
window opens.
4.
In the
Population ManagementGroup Summary
window, click
Edit Patient Profile and apply changes
to all members
at the bottom of the screen to open the
Set Group Information dialog box.
5.
In the
Set Group Information dialog box, select Day and Week and click OK
.
6.
Make the appropriate changes in the fields in the
Set Group Day and Week dialog box and click OK
.
7.
In the warning box that opens, you have two ways to proceed:
Click Yes
to accept the changes. The warning box closes, and the changes are applied to all group
members.
Click No
to cancel. The warning box closes without applying changes.
Related Links
Learn About the Population Management Window
Set Group Day and Week Dialog Box
Population Management
( v1.1 )
Setting Day and Week Information for a Group
Version: 1.0
223
Setting a Healthcare Provider for a Group
Follow these steps to enter the same healthcare provider information once for all group members:
1.
Be sure you want to change this information for all group members because this action cannot be reversed.
2.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
3.
Select the group that you want and click
OPEN
in the
Select Group
dialog box. The
Population
Management
window opens.
4.
In the
Population ManagementGroup Summary
window, click
Edit Patient Profile and apply changes
to all members
at the bottom of the screen to open the
Set Group Information dialog box.
5.
In the
Set Group Information dialog box, select Healthcare Providers and click OK
.
6.
Make the appropriate changes in the fields in the
Set Group Healthcare Provider dialog box and click OK
.
7.
In the warning box that opens, you have two ways to proceed:
Click Yes
to accept the changes. The warning box closes, and the changes are applied to all group
members.
Click No
to cancel. The warning box closes without applying changes.
Related Links
Learn About the Population Management Window
Set Group Healthcare Provider Dialog Box
Population Management
( v1.1 )
Setting a Healthcare Provider for a Group
Version: 1.0
224
Setting an Insurance Provider for a Group
Follow these steps to enter the same insurance provider information once for all group members:
1.
Be sure you want to change this information for all group members because this action cannot be reversed.
2.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
3.
Select the group that you want and click
OPEN
in the
Select Group
dialog box. The
Population
Management
window opens.
4.
In the
Population Management
-
Group Summary
window, click
Edit Patient Profile and apply changes
to all members
at the bottom of the screen to open the
Set Group Information dialog box.
5.
In the
Set Group Information dialog box, select Insurance, and click OK
.
6.
Make the appropriate changes in the fields in the
Set Group Insurance Provider dialog box and click OK
.
7.
In the warning box that opens, you have two ways to proceed:
Click Yes
to accept the changes. The warning box closes, and the changes are applied to all group
members.
Click No
to cancel. The warning box closes without applying changes.
Related Links
Learn About the Population Management Window
Set Group Insurance Dialog Box
Population Management
( v1.1 )
Setting an Insurance Provider for a Group
Version: 1.0
225
Setting Education Records for a Group
Follow these steps to enter the same education information once for all group members:
1.
Be sure you want to change this information for all group members because this action cannot be reversed.
2.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
3.
Select the group you want and click
OPEN
in the
Select Group
dialog box. The
Population Management
window opens.
4.
In the
Population ManagementGroup Summary
window, click
Edit Patient Profile and apply changes
to all members
to open the
Set Group Information dialog box.
5.
In the
Set Group Information dialog box, select Education and click OK
.
6.
Make the appropriate changes in the fields in the
Set Group Education dialog box and click OK
.
7.
In the warning box that opens, you have two ways to proceed:
Click Yes
to accept the changes. The warning box closes, and the changes are applied to all group
members.
Click No
to cancel. The warning box closes without applying changes.
Related Links
Learn About the Population Management Window
Set Group Education Dialog Box
Population Management
( v1.1 )
Setting Education Records for a Group
Version: 1.0
226
Using Group Summary
Follow these steps to view information about a group including group type, description, and the list of the patients
in the group.
1.
Click Population Management
on the
Main Menu
window to open a list in the
Select Group dialog box.
2.
Select the group you want and click
OPEN
. The
Population ManagementGroup Summary
window
appears.
3.
Click View/Edit
to view or edit the list of members or the criteria used to generate the group.
Note:
A query group is based on criteria that you select. The members of a query group may change
automatically if the patients no longer fit the criteria, or if patients begin to fit the criteria. A static group
includes patients that you select. The members of a static group never change unless you change them.
4.
Click Edit Patient Profile and apply changes to all members
to change Patient Profile information for all
group members.
Related Links
Learn About the Population Management Window
Population Management
Group Summary Window
Population Management
( v1.1 )
Using Group Summary
Version: 1.0
227
Graphs Reports
Population Management
( v1.1 )
Graphs Reports
Version: 1.0
228
Population ManagementGraphs and Reports Overview
Population Management in the
enables you to view graphs and reports for groups. These
graphs and reports contain detailed information about the group's health data.
The available graphs and reports include the following:
Group Trenddisplays group data organized in chronological order
Distribution List
displays members of the group listed in value ranges according to their data
Distribution Histogram
displays the percentages of patients or results within ranges of results across a
specific date range
Before and After
-
Distributiondisplays percentages of patients or percentages of results from before
and after a specified event, organized in value ranges
Before and After
-
Trenddisplays group data before and after a specified event
Overdue Health Records
displays group members whose next health records are overdue
Related Links
Learn About the Population Management Window
Population Management
( v1.1 )
Population Management
Graphs and Reports Overview
Version: 1.0
229
Using the Group Trend Graph
Follow these steps to use the features of the
Group Trend Graph
:
1.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
2.
Select the group you want from the list. The
Population Management
window opens.
3.
On the left navigation panel, click
Group Trend
to open the
Group Trend Graph
window.
4.
Use the display options to select the date range for data to be included in the display.
5.
Use the
Settings
tab to choose how the data displays.
6.
Use the
Statistics
tab to view a numeric summary of the data displayed in the graph.
7.
Use the
Key
tab to view explanations for symbols and display options used in the graph.
Related Links
Learn About the Population Management Window
Group Trend Graph Window
Population Management
( v1.1 )
Using the Group Trend Graph
Version: 1.0
230
Using the Distribution List Report
Follow these steps to use the features of the
Distribution List Report
:
1.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
2.
Select the group you want from the list. The
Population Management
window opens.
3.
On the left navigation panel, click
Distribution List
to open the
Distribution List Report
window.
4.
Use the display options to select the date range for data you want included in the display.
5.
Use the
Settings tab to choose how the data is displayed.
6.
Use the
Statistics
tab to view a numeric summary of the data displayed in the report.
Related Links
Learn About the Population Management Window
Distribution List Report Window
Population Management
( v1.1 )
Using the Distribution List Report
Version: 1.0
231
Using the Distribution Histogram Graph
Follow these steps to use the features of the
Distribution Histogram Graph
:
1.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
2.
Select the group you want from the list. The
Population Management
window opens.
3.
On the left navigation panel, click
Distribution Histogram
to open the
Distribution Histogram Graph
window.
4.
Use the display options to select the date range for data to include in the display.
5.
Use the
Settings
tab to choose how the data displays.
6.
Use the
Statistics
tab to view a numeric summary of the data displayed in the graph.
7.
Use the
Key
tab to view explanations for symbols and display options used in the graph.
Related Links
Learn About the Population Management Window
Distribution Histogram Graph Window
Population Management
( v1.1 )
Using the Distribution Histogram Graph
Version: 1.0
232
Using the
Before and After
- Distribution Graph
Follow these steps to use the features of the
Before and After
-
Distribution Graph
:
1.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
2.
Select the group you want from the list. The
Population Management
window opens.
3.
On the left navigation panel, click
Before and After
-
Distribution
to open the
Before and After
-
Distribution Graph
window.
4.
Use the
SETTINGS tab to choose how the data is displayed.
5.
Use the
STATISTICS
tab to view a numeric summary of the data displayed in the graph.
6.
Use the
KEY
tab to view explanations for symbols and display options used in the graph.
Related Links
Learn About the Population Management Window
Before and After
-
Distribution Graph Window
Population Management
( v1.1 )
Using the Before and After
-
Distribution Graph
Version: 1.0
233
Using the
Before and After
- Trend Graph
Follow these steps to use the features of the
Before and After
-
Trend Graph
:
1.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
2.
Select the group you want from the list. The
Population Management
window opens.
3.
On the left navigation panel, click
Before and After
-
Trend
to open the
Before and After
-
Trend Graph
window.
4.
Use the
Settings
tab to choose how the data displays.
5.
Use the
Statistics
tab to view a numeric summary of the data displayed in the graph.
6.
Use the
Key
tab to view explanations for symbols and display options used in the graph.
Related Links
Learn About the Population Management Window
Before and After
-
Trend Graph Window
Population Management
( v1.1 )
Using the Before and After
-
Trend Graph
Version: 1.0
234
Using the Overdue Health Records Report
Follow these steps to use the features of the
Overdue Health Records Report
:
1.
Click Population Management
on the
Main Menu
window to open the
Select Group dialog box.
2.
Select the group you want from the list. The
Population Management
window opens.
3.
On the left navigation panel, click
Overdue Health Records
to open the
Overdue Health Records report
window.
Note:
Overdue health records appear here only when they are selected in the
PreferencesOverdue
Health Records
dialog box found under
Settings
.
Related Links
Learn About the Population Management Window
Overdue Health Records Report Window
Population Management
( v1.1 )
Using the Overdue Health Records Report
Version: 1.0
235
Advanced Reporting
Advanced Reporting
( v1.1 )
Advanced Reporting
Version: 1.0
236
Advanced Reports and Letters Overview
The Advanced Reports and Letters function in the
enables you to do the following:
Print/E
-
mail/Fax Letters
personalize letters with patients' data and send them to patients or other health
care providers
Print/E
-
mail/Fax Reports
create individualized patient reports or group reports from existing groups in
the database
Build Letters
create, edit, and delete letter templates
Build Custom Reportscreate, edit, and delete custom report templates
Build Batch Reportscreate, edit, and delete reports in a batch
Note: A template is a user
-
designed document that is automatically filled in with selected patient or group
information. Print/E
-
mail/Fax Letters uses the letter templates from within
Build Letters
. Print/E
-
mail/Fax Reports
uses the report templates from within
Build Custom Reports
.
Note:
A batch report is a set of existing reports that are always printed, e
-
mailed, and/or faxed together. A batch
report can include Standard Reports, Favorite Reports, and Custom Reports.
Advanced Reporting
( v1.1 )
Advanced Reports and Letters Overview
Version: 1.0
237
Print/E-mail/Fax Letters
Advanced Reporting
( v1.1 )
Print/E
-
mail/Fax Letters
Version: 1.0
238
Print/E-mail/Fax Letters Overview
The Print/E
-
mail/Fax Letters Wizard enables you to generate a single letter for each individual patient selected or
each individual patient within a selected group and print, e
-
mail, and/or fax these letters.
Note:
Print/E
-
mail/Fax Letters uses the letter templates from within
Build Letters. A template is a user
-
designed
document that is automatically filled in with selected patient or group information.
Advanced Reporting
( v1.1 )
Print/E
-
mail/Fax Letters Overview
Version: 1.0
239
Printing/E-mailing/Faxing Letters for Individual Patients
The Print/E
-
mail/Fax Letters Wizard enables you generate a single letter for each individual patient selected.
Follow these steps:
1.
Click Advanced Reports and Letters
on the
Main Menu
window.
2.
Click Print/E
-
mail/Fax Letters
in the
Advanced Reports and Letters
menu window to open the
Print/E
-
mail/Fax Letters Select Patient
screen.
3.
Click the Select from drop
-
down arrow
and select Patients from the list.
4.
Add one or more patients to the list on the right and click
NEXT
.
Note:
If you want to include groups of patients in the list on the right, click the
Select from drop
-
down
arrow
and select Groups. Add one or more groups to the list on the right.
5.
From the
Print/E
-
mail/Fax Letters Select Letter
screen, add one or more letter templates to the Letter List
on the right, and click
NEXT
.
Note: A template is a user
-
designed document that is automatically filled in with selected patient
information.
Note: Select a letter and click Preview
to see an example of this letter.
6.
From the
Print/E
-
mail/Fax Letters Select Output
screen, choose to print, e
-
mail and/or fax the letters. You
may also select the output langauge and/or save as PDF(s). Click
FINISH
to generate your letters.
Note:
The only languages available are those that were chosen at install.
Advanced Reporting
( v1.1 )
Printing/E
-
mailing/Faxing Letters for Individual Patients
Version: 1.0
240
Printing/E-mailing/Faxing Letters for Groups of Patients
The Print/E
-
mail/Fax Letters Wizard enables you generate a single letter for each individual patient within a
selected group.
Follow these steps:
1.
Click Advanced Reports and Letters
on the
Main Menu
window.
2.
Click Print/E
-
mail/Fax Letters
in the
Advanced Reports and Letters
menu window to open the
Print/E
-
mail/Fax Letters Select Patient
screen.
3.
Click the Select from drop
-
down arrow
and select Groups from the list.
4.
Add one or more groups to the list on the right and click
NEXT
.
Note:
If you want to include individual patients in the list on the right, click the
Select from drop
-
down
arrow
and select Patients. Add one or more patients to the list on the right.
5.
From the
Print/E
-
mail/Fax Letters Select Letter
screen, add one or more letter templates to the Letter List
on the right, and click
NEXT
.
Note: A template is a user
-
designed document that is automatically filled in with selected group information.
Note: Select a letter and click Preview
to see an example of this letter.
6.
From the
Print/E
-
mail/Fax Letters Select Output
screen, choose to print, e
-
mail and/or fax the letters. You
may also select the output language and/or save as PDF(s). Click
FINISH
to generate your letters.
Note:
The only languages available are those that were chosen at install.
Advanced Reporting
( v1.1 )
Printing/E
-
mailing/Faxing Letters for Groups of Patients
Version: 1.0
241
Print/E-mail/Fax Reports
Advanced Reporting
( v1.1 )
Print/E
-
mail/Fax Reports
Version: 1.0
242
Print/E-mail/Fax Reports Overview
The Print/E
-
mail/Fax Reports Wizard enables you to select Patient reports or Group reports from a list in the
and print, e
-
mail, and/or fax these reports.
Note:
Print/E
-
mail/Fax Reports uses the report templates from within
Build Custom Reports. A template is a
user
-
designed document that is automatically filled in with selected patient or group information.
You can generate two kinds of reports.
1.
Patient reports that display data for individual patients, including any combination of the following:
Standard Reports that appear under
Patient Management
Favorite Reports that are saved within
Patient Management
Patient Custom Reports designed within Build Custom Reports
Patient Batch Reports designed within Build Batch Reports
2.
Group reports that display data for groups including any combination of the following:
Standard Reports that appear under
Population Management
Favorite Reports that are saved within
Population Management
Group Custom Reports designed within
Build Custom Reports
Group Batch Reports designed within
Build Batch Reports
Note:
Patient reports can be generated for individual patients or all individual patients within groups. Group
reports can be generated only for groups that are defined within
Population Management
.
Advanced Reporting
( v1.1 )
Print/E
-
mail/Fax Reports Overview
Version: 1.0
243
Printing/E-mailing/Faxing Patient Reports
The Print/E
-
mail/Fax Reports Wizard enables you to select Patient reports from a list in the
and generate reports. Patient reports can be generated for individual patients or all individual patients within
groups, including any combination of the following:
Standard reports that appear under
Patient Management
Favorite reports that have been saved within
Patient Management
Patient Custom reports designed within Build Custom Reports
Note:
Print/E
-
mail/Fax Reports uses the report templates from within
Build Custom Reports. A template
is a user
-
designed document that is automatically filled in with selected patient information.
Patient Batch reports designed within Build Batch Report
Note:
A batch report is a set of existing reports that are always printed, e
-
mailed, and/or faxed together.
Follow these steps:
1.
Click Advanced Reports and Letters
on the
Main Menu
window.
2.
Click Print/E
-
mail/Fax Reports
on the
Advanced Reports and Letters
menu window to open the
Print/E
-
mail/Fax
screen.
3.
From the
Print/E
-
mail/Fax Select Report Type
screen, select the
Patient reports option; click NEXT
.
4.
From the
Print/E
-
mail/Fax Select Patients
screen, click the
Select from drop
-
down arrow, add one or
more patients to the Patient List on the right, and click
NEXT
.
5.
From the
Print/E
-
mail/Fax Select Reports
screen, click the
Select from drop
-
down arrow
to select
Standard Reports, Favorite Reports, Custom Reports or Batch Reports.
6.
Add one or more reports to the Report List on the right, and click
NEXT
.
Note: Select a report and click Preview
to see an example of this report.
7.
From the
Print/E
-
mail/Fax Select Output
screen, select one or more types of output (print, e
-
mail, fax, or
PDF), and the output language. Click
FINISH
.
Note:
The only languages available are those that were chosen at install.
Advanced Reporting
( v1.1 )
Printing/E
-
mailing/Faxing Patient Reports
Version: 1.0
244
Printing/E-mailing/Faxing Group Reports
The Print/E
-
mail/Fax Reports Wizard enables you to select Group reports from a list in the
and print, e
-
mail, and/or fax these reports. Group reports can be generated only for groups that are defined within
Population Management
and display data for groups, including any combination of the following:
Standard Reports that appear under
Population Management
Favorite Reports that are saved within
Population Management
Group Custom Reports designed within
Build Custom Reports
Note:
Print/E
-
mail/Fax Reports uses the report templates from within
Build Custom Reports. A template
is a user
-
designed document that is automatically filled in with selected group information.
Group Batch Reports designed within
Build Batch Reports
Note:
A batch report is a set of existing reports that are always printed, e
-
mailed, and/or faxed together.
Follow these steps:
1.
From the
Main Menu
window, click
Advanced Reports and Letters
.
2.
Click Print/E
-
mail/Fax Reports
on the
Advanced Reports and Letters
menu window to open the
Print/E
-
mail/Fax Reports Select Report Type
screen.
3.
From the
Print/E
-
mail/Fax Reports Select Report Type
screen, select the
Group Reports
option, and
click NEXT
.
4.
From the
Print/E
-
mail/Fax Reports Select Groups
screen, click the
Select from drop
-
down arrow, add
one or more groups to the Group List on the right, and click
NEXT
.
5.
From the
Print/E
-
mail/Fax Reports Select Reports
screen, click the
Select from drop
-
down arrow
to
select Standard Reports, Favorite Reports, Custom Reports or Batch Reports.
6.
Add one or more reports to the Report List on the right, and click
NEXT
.
Note: Select a report and click Preview
to see an example of this report.
7.
From the
Print/E
-
mail/Fax Reports Select Output
screen, select one or more types of output (print, e
-
mail,
fax, or PDF), and the output language. Click
FINISH
.
Note:
The only languages available are those that were chosen at install.
Advanced Reporting
( v1.1 )
Printing/E
-
mailing/Faxing Group Reports
Version: 1.0
245
Build Letters
Advanced Reporting
( v1.1 )
Build Letters
Version: 1.0
246
Build Letters Overview
The Build Letters function enables you to create, edit, and delete letter templates in the
. A
template is a user
-
designed document that is automatically filled in with selected patient or group information. The
Build Letters dialog box displays the names and descriptions of available letter templates.
Note:
You use
Build Letters
to create letter templates. If you want to print, e
-
mail, or fax letters, you can perform
that function by going to
Print/E
-
mail/Fax Letters
.
Creating templates means that you do not have to create the same kind of letter again. Once you create the
template, you may use it for generating letters to any number of people, for example:
From you to another healthcare provider about a patient both of you are treating
From you to a single patient or to a group of patients
Advanced Reporting
( v1.1 )
Build Letters Overview
Version: 1.0
247
Creating New Letter Templates
The Build Letters function enables you to create, edit, and delete letter templates in the
. A
template is a user
-
designed document that is automatically filled in with selected patient or group information. The
Build Letters dialog box displays the names and descriptions of available letter templates.
Note:
You use
Build Letters
to create letter templates. If you want to print, e
-
mail, or fax letters, you can perform
that function by going to
Print/E
-
mail/Fax Letters
.
Creating templates means that you do not have to create the same kind of letter again.
Follow these steps to create a new letter template:
1.
Click Advanced Reports and Letters
in the
Main Menu
window.
2.
Click Build Letters
in the
Advanced Reports and Letters
menu window to open the
Build Letters dialog
box.
3.
Click Create New
to open the
Create New Letter
dialog box.
4.
Make the appropriate entries in the fields.
5.
Click OK
to open the
Create New Letter Template dialog box.
6.
Use the visual design tools to design a new letter template.
7.
Click OK
to save the new template.
Advanced Reporting
( v1.1 )
Creating New Letter Templates
Version: 1.0
248
Editing Letter Templates
The Build Letters function enables you to edit and delete letters in the
.
Follow these steps to edit a letter template:
1.
Click Advanced Reports and Letters
from the
Main Menu
window.
2.
Click Build Letters
in the
Advanced Reports and Letters
menu window to open the
Build Letters dialog
box.
3.
Select the letter template you want to edit in one of two ways:
Double
-
click the letter template, or
Click to highlight the letter template, and click
Edit
.
4.
Use the visual design tools in the
Edit Letter Template
dialog box to change the design of the letter
template.
5.
Click OK
to save the changes in the template.
Advanced Reporting
( v1.1 )
Editing Letter Templates
Version: 1.0
249
Deleting Letter Templates
The
Build Letters
function enables you to delete letter templates from the
.
Follow these steps to delete a letter template:
1.
Click Advanced Reports and Letters
in the
Main Menu
window.
2.
Click Build Letters
in the
Advanced Reports and Letters
menu window.
3.
Select the letter template you want to delete in the
Build Letters dialog box.
4.
Click Delete
.
5.
In the warning box that opens, you have two ways to proceed
Click Yes
to continue with the deletion. The warning box closes, and the letter template is deleted.
Click No
to cancel. The warning box closes, and the
Build Letters
dialog box displays without
changes.
Advanced Reporting
( v1.1 )
Deleting Letter Templates
Version: 1.0
250
Build Custom Reports
Advanced Reporting
( v1.1 )
Build Custom Reports
Version: 1.0
251
Build Custom Reports Overview
The Build Custom Reports function enables you to create, edit and delete custom report templates in the
. A template is a user
-
designed document that is automatically filled in with selected patient
or group information. The
Build Custom Reports dialog box displays the names and descriptions of available
report templates.
You can generate two kinds of reports.
1.
Patient reports that display data for individual patients, including
Standard Reports that appear under
Patient Management
Favorite Reports that are saved within
Patient Management
2.
Group reports that display data for groups including
Standard Reports that appear under
Population Management
Favorite Reports that are saved within
Population Management
Note:
Patient reports can be generated for individual patients or all individual patients within groups. Group
reports can be generated only for groups that are defined within
Population Management
.
Advanced Reporting
( v1.1 )
Build Custom Reports Overview
Version: 1.0
252
Creating New Custom Report Templates
The Build Custom Reports function enables you to create, edit and delete custom report templates in the
. A custom report template is a user
-
designed document that is automatically filled in with
selected patient or group information. The
Build Custom Reports dialog box displays the names and descriptions
of available reports.
You can generate two kinds of report templates.
1.
Patient reports that display data for individual patients, including
Standard Reports that appear under
Patient Management
Favorite Reports that are saved within
Patient Management
2.
Group reports that display data for groups including
Standard Reports that appear under
Population Management
Favorite Reports that are saved within
Population Management
Note:
Patient reports can be generated for individual patients or all individual patients within groups. Group
reports can be generated only for groups that are defined within
Population Management
.
Follow these steps to create a new custom report template:
1.
Click Advanced Reports and Letters
in the
Main Menu
window.
2.
Click Build Custom Reports
in the
Advanced Reports and Letters
menu window to open the
Build
Custom Reports dialog box.
3.
Click Create New
to open the
Create New Custom Report dialog box.
4.
Make the appropriate entries in the fields and select the report type.
5.
Click OK
to open the
Create New Custom Report Template dialog box.
6.
Use the visual design tools to design a new custom report template.
7.
Click OK
to save the new template.
Advanced Reporting
( v1.1 )
Creating New Custom Report Templates
Version: 1.0
253
Editing Custom Report Templates
The Build Custom Reports function enables you to edit custom report templates in the
.
Follow these steps to edit a custom report template:
1.
Click Advanced Reports and Letters
from the
Main Menu
window.
2.
Click Build Custom Reports
in the
Advanced Reports and Letters
menu window to open the
Build
Custom Reports dialog box.
3.
Select the custom report template you want to edit in one of two ways:
Double
-
click the custom report template, or
Click to highlight the custom report template, and click
Edit
.
4.
Use the visual design tools in the
Edit Custom Report Template
dialog box to change the design of the
custom report template.
5.
Click OK
to save the changes in the template.
Advanced Reporting
( v1.1 )
Editing Custom Report Templates
Version: 1.0
254
Deleting Custom Report Templates
The Build Custom Reports function enables you to delete custom report templates from the
.
Follow these steps to delete a custom report template:
1.
Click Advanced Reports and Letters
in the
Main Menu
window.
2.
Click Build Custom Reports
in the
Advanced Reports and Letters
menu window.
3.
Select the reports you want to delete in the
Build Custom Reports dialog box.
4.
Click Delete
.
5.
In the warning box that opens, you have two ways to proceed
Click Yes
to continue with the deletion. The warning box closes, and the report templates are deleted.
Click No
to cancel. The warning box closes, and the
Build Custom Reports dialog box displays
without changes.
Advanced Reporting
( v1.1 )
Deleting Custom Report Templates
Version: 1.0
255
Build Batch Reports
Advanced Reporting
( v1.1 )
Build Batch Reports
Version: 1.0
256
Build Batch Reports Overview
The Build Batch Reports function enables you to create, edit and delete batch reports in the
.
A batch report is a set of existing reports that are always printed, e
-
mailed, and/or faxed together. A batch report
can include Standard Reports, Favorite Reports, and Custom Report Templates. The
Build Batch Reports dialog
box displays the names and descriptions of available batch reports.
You can generate two kinds of reports.
1.
Patient reports that display data for individual patients, including any combination of the following:
Standard Reports that appear under
Patient Management
Favorite Reports that are saved within
Patient Management
Patient Custom Reports designed within Build Custom Reports
2.
Group reports that display data for groups including any combination of the following:
Standard Reports that appear under
Population Management
Favorite Reports that are saved within
Population Management
Group Custom Reports designed within
Build Custom Reports
Note:
Patient reports can be generated for individual patients or all individual patients within groups. Group
reports can be generated only for groups that are defined within
Population Management
.
Advanced Reporting
( v1.1 )
Build Batch Reports Overview
Version: 1.0
257
Creating New Batch Reports
The Build Batch Reports function enables you to create batch reports in the
.
Note:
A batch report is a set of existing reports that are always printed, e
-
mailed, and/or faxed together. The
Build Batch Reports dialog box displays the names and descriptions of available batch reports.
Follow these steps to create a new batch report:
1.
Click Advanced Reports and Letters
in the
Main Menu
window.
2.
Click Build Batch Reports
in the
Advanced Reports and Letters
menu window to open the
Build Batch
Reports dialog box.
3.
Click Create New
to open the
Create New Batch Report dialog box.
4.
Make the appropriate entries in the fields and select the batch report type.
5.
Click OK
to open the
Create New Batch Report List dialog box.
6.
Make the appropriate selections.
7.
Click OK
to save the new batch report.
Advanced Reporting
( v1.1 )
Creating New Batch Reports
Version: 1.0
258
Editing Batch Reports
The Build Batch Reports function enables you to edit batch reports in the
.
Follow these steps to edit a batch report:
1.
Click Advanced Reports and Letters
from the
Main Menu
window.
2.
Click Build Batch Reports
in the
Advanced Reports and Letters
menu window to open the
Build Batch
Reports dialog box.
3.
Select the batch report you want to edit in one of two ways:
Double
-
click the batch report, or
Click to highlight the batch report, and click
Edit
.
4.
Make the needed changes in the
Edit Batch Reports List dialog box.
5.
Click OK
to save the changes to the batch report.
Advanced Reporting
( v1.1 )
Editing Batch Reports
Version: 1.0
259
Deleting Batch Reports
The Build Batch Reports function enables you to delete batch reports in the
.
Follow these steps to delete a batch report:
1.
Click Advanced Reports and Letters
in the
Main Menu
window.
2.
Click Build Batch Reports
in the
Advanced Reports and Letters
menu window.
3.
Select the batch reports you want to delete in the
Build Batch Reports dialog box.
4.
Click Delete
.
5.
In the warning box that opens, you have two ways to proceed
Click Yes
to continue with the deletion. The warning box closes, and the batch report is deleted.
Click No
to cancel. The warning box closes, and the
Build Batch Reports
dialog box displays without
changes.
Advanced Reporting
( v1.1 )
Deleting Batch Reports
Version: 1.0
260
Tools
Tools
( v1.0 )
Tools
Version: 1.0
261
Tools Overview
The
Tools
menu window includes the following menu options:
Import
lets you transfer your data to the
from a file.
Export
lets you transfer your data from the
to a file.
Clear Device Memory
enables you to clear your data from a device.
Set Date/Time
enables you to change the date and time of the device so it matches the date and time of
the computer.
Select a menu option to access the
functionality you want to use. Click
BACK
from the
Tools
menu window to return to the
Main Menu
.
Related Links
Import
Export
Set Date and Time
Clear Device Memory
Tools
( v1.0 )
Tools Overview
Version: 1.0
262
Import
Tools
( v1.0 )
Import
Version: 1.0
263
Import Overview
The Import function lets you transfer your data to the
from a file. A series of screens walk you
through the steps necessary to import a file.
Before importing the data to the
, you may customize your import by removing one or more
people. You are notified if the file lacks information or contains a person similar to one already present in the
. When the import finishes, summary information appears for your review.
Related Links
Importing a file
Tools
( v1.0 )
Import Overview
Version: 1.0
264
Importing a File
A series of screens walk you through the steps needed to import a file into the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Import
from the
Tools
menu.
3.
Select a file to import from the
Import
-
Select File screen and click NEXT
.
4.
Select one or more people to import from the Import
-
Patient List screen and click NEXT
.
5.
If you see the
Import
-
Enter Information
screen, fill in the necessary information to identify a person and
click NEXT
.
6.
View the status of the import on the
Import
-
Status
screen and wait for the next screen to appear.
7.
If you see the
Import
-
Process Person screen, a duplication error has occurred because a person being
imported closely matches one already in the
. Select the appropriate option to handle
the duplicate person and click
NEXT
to continue.
8.
Click FINISH
on the
Import
-
Summary
screen.
Related Links
Import
Tools
( v1.0 )
Importing a File
Version: 1.0
265
ImportQuery Overview
The Import function lets you transfer your queries to the
from a file. A series of screens takes
you through the steps necessary to import query files.
During the import process, you can select which queries you want to import into the
. When
the import finishes, summary information appears for your review.
Note:
A query is used to create a dynamic group.
Related Links
Importing a Query
Tools
( v1.0 )
Import
Query Overview
Version: 1.0
266
Importing a Query
A series of screens takes you through the steps needed to import a query into the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Import
from the
Tools
menu.
3.
From the
Import
-
Select File
screen, select
Query Files (*.360QRY) as the file type,
find the query file you want, and click
NEXT
.
4.
From the
Import
-
Query List
screen, select any queries that you want to exclude from the import, click the
Remove
button, and then click
NEXT
.
Note:
If you do not want to exclude any queries from the import, click
NEXT
.
5.
If you see the
Import
-
Process Query
screen, a duplication error has occurred because the name of a query
being imported matches a query group already in the
. Select the appropriate option to
handle the duplicate query, and click
NEXT
to continue.
6.
Click FINISH
on the
Import
-
Summary
screen.
Note:
A query is used to create a dynamic group.
Related Links
Import
-
Queries
Tools
( v1.0 )
Importing a Query
Version: 1.0
267
ImportCustom Report Overview
The Import function lets you transfer your custom report templates to the
. A series of
screens takes you through the steps necessary to import custom report templates.
During the import process, you can select Custom Report templates you want to import into the
. When the import finishes, summary information appears for your review.
Note:
If you do not see this option, you have to enable Advanced Reporting.
Related Links
Importing a Custom Report
Tools
( v1.0 )
Import
Custom Report Overview
Version: 1.0
268
Importing a Custom Report
A series of screens takes you through the steps needed to import a custom report template into the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Import
from the
Tools
menu.
3.
Click the Files of Typedrop
-
down arrow
and select
Custom Report (*.360TEM).
Use the folder selection area to find the Custom Report template you want, and click
NEXT
.
4.
From the
Import
-
Custom Report List
screen, select the custom report templates that you want to exclude
from the import and click the
Remove
button, then click
NEXT
.
Note:
If you do not want to exclude any custom report templates from the import, click
NEXT
.
5.
If you see the
Import
-
Process Custom Report
screen, a duplication error has occurred because the name
of a custom report template being imported matches one already in the
. Select the
appropriate option to handle the duplicate custom report template, and click
NEXT
to continue.
6.
Click FINISH
on the
Import
-
Summary
screen.
Related Links
Import
-
Custom Reports
Tools
( v1.0 )
Importing a Custom Report
Version: 1.0
269
Export
Tools
( v1.0 )
Export
Version: 1.0
270
Export Overview
The Export function lets you transfer your data from the
to a file. A series of screens walk
you through the steps necessary to export a file.
Before exporting the data from the
, you may customize your export by adding or removing
one or more people. You may also customize your export by specifying a date range for the data included in the
export.
Related Links
Exporting a file
Tools
( v1.0 )
Export Overview
Version: 1.0
271
Exporting People
A series of screens take you through the steps needed to export a file from
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Export
from the
Tools
menu.
3.
From the
Export
-
Select Type screen, select People and click NEXT
.
4.
From the
Export
-
Select People
screen, verify that
People appears in the Select from drop
-
down box,
select one or more people to export and click NEXT
.
5.
Select a date range to export on the
Export
-
Select Date Range screen and click NEXT
.
6.
Select or create a file to export on the
Export
-
File Save screen and click NEXT
.
7.
View the status of the export on the
Export
-
Status
screen, and wait for the next screen to appear.
8.
Click FINISH
on the
Export
-
Completed
screen.
Tools
( v1.0 )
Exporting People
Version: 1.0
272
Export Groups Overview
The Export Groups function lets you copy patient group data from the
to a file. A series of
screens take you through the steps necessary to export a group.
During the export process, you can select which groups you want to export from the
.
Related Links
Exporting Groups
Tools
( v1.0 )
Export Groups Overview
Version: 1.0
273
Exporting Groups
A series of screens take you through the steps needed to export a file from the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Export
from the
Tools
menu.
3.
From the
Export
-
Select Type
screen, select Patients.
4.
From the
Export
-
Select Patients
screen, select to export Groups.
Note:
Exporting a group exports the current members of the group and their data.
5.
Select one or more groups to export on the
Export
-
Select Patients screen and click NEXT
.
6.
Select or create a file to export on the
Export
-
File Save screen and click NEXT
.
7.
View the status of the export on the
Export
-
Status
screen, and wait for the next screen to appear.
8.
Click FINISH
on the
Export
-
Completed
screen.
Tools
( v1.0 )
Exporting Groups
Version: 1.0
274
ExportQueries Overview
The Export function lets you copy queries from the
to a file. A series of screens take you
through the steps necessary to export a query.
During the export process, you can select which queries you want to export from the
.
Tools
( v1.0 )
Export
Queries Overview
Version: 1.0
275
Exporting Queries
A series of screens takes you through the steps needed to export a file from the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window.
2.
Click Export
on the
Tools
menu window.
3.
From the
Export
-
Select Type
screen, select Queries from the
Select File Type
box.
4.
Select one or more queries to export on the
Export
-
Select Queries screen and click NEXT
.
5.
Select or create a file to export on the
Export
-
File Save
screen, and click
NEXT
.
Note:
Query files must be saved as ".360QRY" files to export them.
6.
View the status of the export on the
Export
-
Status
screen, and wait for the next screen to appear.
7.
Click FINISH
on the
Export
-
Completed
screen.
Tools
( v1.0 )
Exporting Queries
Version: 1.0
276
ExportCustom Report Overview
The Export function lets you copy custom report templates from the
to a file. A series of
screens takes you through the steps necessary to export custom report templates.
During the export process, you can select which custom report templates you want to export from the
.
Related Links
Exporting Custom Reports
Tools
( v1.0 )
Export
Custom Report Overview
Version: 1.0
277
Exporting Custom Reports
A series of screens takes you through the steps needed to export custom report templates from the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window.
2.
Click Export
on the
Tools
menu window.
3.
Select Custom Reports from the
Export
-
Select Type
screen.
4.
Select one or more reports to export on the
Export
-
Select Custom Reports
screen, and click
NEXT
.
5.
Select or create a file on the
Export
-
File Save
screen, and click
NEXT
.
Note: Custom report files must be saved as ".360TEM" files for exporting.
6.
View the status of the export on the
Export
-
Status
screen, and wait for the next screen to appear.
7.
Click FINISH
on the
Export
-
Completed
screen.
Related Links
Export
-
Custom Reports
Tools
( v1.0 )
Exporting Custom Reports
Version: 1.0
278
Clear Device Memory
Tools
( v1.0 )
Clear Device Memory
Version: 1.0
279
Clear Device Memory Overview
The Clear Device Memory function in the
enables you to clear data from a device. The
Clear Device Memory function walks you through the steps necessary to clear memory and reports any problems
that are encountered. Before the device's memory is cleared, you are asked to confirm that you want this done.
Important:
It is recommended that you save the data from the selected device before performing this function
because memory erasing cannot be undone.
Related Links
Clearing the Device's Memory
Tools
( v1.0 )
Clear Device Memory Overview
Version: 1.0
280
Clearing the Device's Memory
Use the Clear Device Memory function in the
to clear data from a device.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Clear Device Memory
on the
Tools
menu.
3.
Prepare your device for communication and click NEXT
on the
Prepare Device
screen.
Note:
If you have previously selected the
Do not display this screen again
check box from the
Prepare
Device
screen, the
Communication Status screen appears here instead of the Prepare Device
screen.
4.
Click YES
from the
Confirm Clear Memory
dialog box to clear the memory or click
NO
to cancel the
Clear
Device Memory process.
Related Links
Clear Device Memory
Tools
( v1.0 )
Clearing the Device's Memory
Version: 1.0
281
Set Device Time/Date
Tools
( v1.0 )
Set Device Time/Date
Version: 1.0
282
Set Date and Time Overview
The Set Date and Time function in the
enables you to change the date and time of the
device so it matches the date and time of the computer. You may want to perform this function in the spring and
fall if the time changes and the device does not reflect this change. The Set Date and Time function walks you
through the steps to make the appropriate changes to the date and time and reports any problems that are
encountered.
Related Links
Setting Date and Time
Tools
( v1.0 )
Set Date and Time Overview
Version: 1.0
283
Setting Date and Time
You may set the date and time of your
device to match the date and time of the computer by using the
Set Date and Time function.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Set Device Date/Time
on the
Tools
menu.
3.
Prepare your device for communication and click NEXT
on the
Prepare Device
screen.
Note:
If you have previously selected the
Do not display this screen again
check box from the
Prepare
Device
screen, the
Communication Status screen appears here instead of the Prepare Device
screen.
4.
Click YES
from the
Confirm Set Date and Time dialog box to set the date and time, or click NO
to cancel
the Set Date and Time process.
5.
Click FINISH
on the
Set Date and Time
-
Completed
screen.
Related Links
Set Date and Time
Tools
( v1.0 )
Setting Date and Time
Version: 1.0
284
Device Utilization
Tools
( v1.0 )
Device Utilization
Version: 1.0
285
Device Utilization Overview
The Device Utilization function in the
enables you to view and print information about the
frequency of use of supported devices. The information includes the device brand name, the last download, and
the number of results that have been downloaded.
Note:
Device Utilization groups all information for devices of the same brand name.
Related Links
Device Utilization Dialog Box
Tools
( v1.0 )
Device Utilization Overview
Version: 1.0
286
Using the Device Utilization
The Device Utilization function in the
enables you to view and print information about the
frequency of use of supported devices. The information includes the device brand name, the last download, and
the number of results that have been downloaded.
Note:
Device Utilization groups all information for devices of the same brand name.
Follow these steps:
1.
Click Tools
on the
Main Menu
window.
2.
Click Device Utilization
on the
Tools
menu window to open the
Device Utilization dialog box.
3.
Select the a date range.
Click the drop
-
down arrow
to open the list of options, or
You can leave the default selection, or
Click the
symbol to view a pair of date selection calendars in which you can specify a start date
and an end date.
4.
Review the results displayed in the
Device Utilization dialog box.
5.
Click PRINT
to print the Device Utilization report.
6.
Click CLOSE
to exit the
Device Utilization dialog box.
Tools
( v1.0 )
Using the Device Utilization
Version: 1.0
287
Merge Patients
Tools
( v1.0 )
Merge Patients
Version: 1.0
288
Merge Patients Overview
The Merge Patients function lets you merge patients in the
. A series of screens takes you
through the steps necessary to merge patients.
Note:
The Merge Patient function enables you to designate a primary patient and a duplicate patient. You can
merge only one duplicate patient with one primary patient.
Note:
The primary patient information remains intact, with the addition of the information for the duplicate patient.
After the merging process finishes, the health data for the duplicate patient is removed from the
.
Related Links
Merging Patients
Tools
( v1.0 )
Merge Patients Overview
Version: 1.0
289
Merging Patients
A series of screens takes you through the steps necessary to merge patients in the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Merge Patients
from the
Tools
menu.
3.
Select a primary patient for merging from the
Merge Patients
-
Select Patients
screen.
Note:
When a patient has been selected as the primary patient, that patient is not available in the left
column for selection as the duplicate patient.
Note:
You can select only one primary patient.
4.
Select a duplicate patient for merging from the
Merge Patients
-
Select Patients
screen.
Note:
When a patient has been selected as the duplicate patient, that patient is not available in the left
column for selection as the duplicate patient.
Note:
You can select only one duplicate patient.
5.
Confirm that you want to proceed with the merge from the
Merge Confirmation dialog box.
Important:
The primary patient information remains intact, with the addition of the information for the
duplicate patient. After the merging process finishes, the health data for the duplicate patient is removed
from the
.
6.
View the status of the merge on the
Merge Patients
-
Status
screen and wait for the next screen to appear.
7.
From the
Merge Patients
-
Finished screen, click Finish
to exit the merging process, or
Merge more
patients to repeat the steps and merge additional patients.
Related Links
Merge Patients
Tools
( v1.0 )
Merging Patients
Version: 1.0
290
Settings
Settings
( v1.1 )
Settings
Version: 1.0
291
Settings Overview
Settings enables you to
Choose your preferences for information displayed in the
Perform list management
View and print system information
Access Settings from the Main Menu
window.
Related Links
Settings Menu Window
Preferences Overview
List Management Overview
System Info Overview
Settings
( v1.1 )
Settings Overview
Version: 1.0
292
Preferences
Settings
( v1.1 )
Preferences
Version: 1.0
293
Preferences Overview
Preferences enables you to view and edit your preferences for information displayed on the
screens and other outputs.
You can use Preferences to
Specify how numbers, dates, times, units of measurement, targets, and events format and display.
You can also specify a default printer or fax driver.
Specify which
Summary
screen graph reports display and specify how they appear, or you can specify the
display range for measurements on graphs.
Select a report type to modify, and specify the preferences and settings for that report.
View the current show/hide status of enabled features for your
and show or hide each
of those features.
Access Preferences from the Settings
menu window.
Related Links
Changing Number, Date, and Time Display Preferences
Changing the Default Printer and the Fax Driver
Settings
( v1.1 )
Preferences Overview
Version: 1.0
294
Changing Number, Date, and Time Display Preferences
You can choose your display preferences for numbers, dates, and times in the
.
Follow these steps:
1.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
2.
Click Preferences
from the
Settings
menu window to display the
PreferencesFormatting dialog box.
Note:
Any options in the left navigation panel marked with a
symbol can be expanded by clicking the
symbol to see a list of specific choices. Any option in the left navigation panel marked with a
symbol can
be collapsed by clicking the
symbol.
3.
Click the NumbersDecimal Symboldrop
-
down arrow
, and select a decimal symbol.
4.
Click the DateFormatdrop
-
down arrow
, and select a date format.
5.
Click the DateSeparatordrop
-
down arrow, and select a date separator.
6.
Click the TimeFormatdrop
-
down arrow
, and select a time format.
7.
Click the TimeSeparatordrop
-
down arrow, and select a time separator.
8.
Click OK
to save your changes.
Related Links
PreferencesFormatting Dialog Box
Settings
( v1.1 )
Changing Number, Date, and Time Display Preferences
Version: 1.0
295
Changing Units of Measurement
You can choose your display preferences for units of measurement in the
.
Note:
The function is available only for users who have the
administrator role.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
from the
Settings
menu window to display the
PreferencesFormatting dialog box.
3.
Click Units
under the
Systems
option in the left navigation panel to display the
PreferencesUnits dialog
box.
Note:
Any options in the left navigation panel marked with a
symbol can be expanded by clicking the
symbol to see a list of specific choices. Any options in the left navigation panel marked with a
symbol
can be collapsed by clicking the
symbol.
4.
If available, click the
drop
-
down arrow
next to each of the units of measure that you want to change.
Note:
If no
drop
-
down arrow
is available, you cannot change the units for this measurement. This
measurement is here for information purposes only.
5.
Click OK
to save your changes.
Related Links
PreferencesUnits Dialog Box
Settings
( v1.1 )
Changing Units of Measurement
Version: 1.0
296
Changing Targets and Events Defaults
In the
Preferences Targets and Events Defaults
dialog box, you can
Enter the default blood sugar (bG) target range
Enter before and after meal target ranges
Enter the default Hypo Limit target
Enter a description for ONE EVENT that the
uses as the default text associated with
results flagged with an
downloaded from a device
Enter the default target range for default health record targets
Click Manage Health Record Types List
to manage the
Health Record Types
list
Note:
Changes made here become the default settings for all new persons.
Follow these steps:
1.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
2.
Click Preferences
from the
Settings
menu window to display the
Preferences dialog box.
3.
Click Targets and Events
in the left navigation panel.
4.
Select Single target range
to enter one set of blood sugar target levels. In the first
Target range
box, enter
the number that represents the lower boundary of the default bG target range that you and your healthcare
provider have defined. In the second
Target range
box, enter the number that represents the higher
boundary of the default bG target range that you and your healthcare provider have defined.
or
Select Before/After Meal target ranges
to enter blood sugar target levels for before and after meals. In the
After meal range
field, type the blood sugar levels that are the lower and higher boundaries set by you and
your healthcare provider. In the
Before meal range
field, type the blood sugar levels that are the lower and
higher boundaries set by you and your healthcare provider.
5.
In the
Hypo limit
field, enter the default number that you and your healthcare provider have defined as the
point below which your blood has an undesirably low amount of sugar.
6.
In the
bG Result Flagged Text
field, type a description for ONE EVENT that the
uses
as the default text associated with downloaded records that have been flagged with an
in a device.
7.
In the
Default Health Record Targets
area, enter the default target range for other health record targets.
8.
Click OK
to save your changes.
Note: Click Manage Health Record Types List
to create or edit health record types.
Related Links
Preferences
Targets and Events Defaults Dialog Box
Settings
( v1.1 )
Changing Targets and Events Defaults
Version: 1.1
297
Changing the Default Printer and the Fax Driver
The printer you select here is used automatically for Express Download reports and becomes the default printer
for other functions. You may select a fax driver if you want to be able to fax your reports, and if your computer has
fax capability. Designate a default printer or a fax driver by following these steps:
1.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
2.
Click Preferences
in the
Settings
menu window to display the
Preferences dialog box.
3.
Click Print/Fax/E
-
mail
on the left navigation panel to display the
PreferencesPrint/Fax/E
-
mail dialog
box.
Note:
Any options in the left navigation panel marked with a
symbol can be expanded by clicking the
symbol to see a list of specific choices. Any options in the left navigation panel marked with a
symbol
can be collapsed by clicking the
symbol.
4.
Click the Default Printer drop
-
down arrow
, and select a printer.
5.
Click the Fax Driver drop
-
down arrow
, and select a fax driver.
6.
Click OK
to save your changes.
Note:
Printer drivers and fax drivers must be installed before changing the default printer or fax driver.
Related Links
Preferences
Print/Fax/E
-
mail Dialog Box
Settings
( v1.1 )
Changing the Default Printer and the Fax Driver
298
Changing Display Settings for Your Summary Screen
The reports and graphs featured on the
My Data Summary
display window in the
display
information about your health from settings you select. Follow these steps to specify which graphs and reports to
display and to choose how they display.
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
Preferences Formatting dialog box.
3.
Click the
symbol to the left of
Reports
, and then click
Summary
to view the
Preferences Summary
dialog box.
4.
Change the date range for the
My Data Summary
window.
Click the drop
-
down arrow
of the date
Range field to select the desired date range.
5.
Change the graphs and reports selections for the
My Data Summary
window and modify their settings.
Click the drop
-
down arrow
of each
Section
field to select the graph or report you want.
If you selected a graph
1.
Click Settings
. A dialog box for the graph or report you chose displays so you may make
changes to settings for the
My Data Summary
window.
2.
Make any settings changes to the graph.
3.
Click OK
to save changes and close the dialog box.
If you selected a report
1.
Select the date range for which you want to see report information using the date
Range field to
the right of your report selection.
Note:
You can select reports only in
Area 3
.
6.
Click OK
to save these changes and return to the
Settings
menu window, or click
CANCEL to discard all
changes and return to the
Settings
menu window.
Related Links
Preferences Summary Dialog Box
Settings
( v1.1 )
Changing Display Settings for Your Summary Screen
Version: 1.1
299
Changing the Display Range on bG Graphs
Follow these steps to specify the display range for bG graphs.
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
Preferences dialog box.
3.
Click the
symbol to the left of
Reports
, and then click
Graphs
to view the
PreferencesGraphs dialog
box.
4.
Select the option for the Y
-
Axis display range you want to use for bG measurements in graphs in the
.
Note:
Display range options are determined by the units of measurement previously selected for bG
measurements, mg/dL or mmol/L.
5.
Click OK
to save the changes and return to the
Settings
menu window, or click
CANCEL to discard all
changes and return to the
Settings
menu window.
Related Links
PreferencesGraphs Dialog Box
Settings
( v1.1 )
Changing the Display Range on bG Graphs
Version: 1.0
300
Changing Logo Preferences
The
offers the capability of adding a custom image file that has been stored on the PC or
other accessible storage media to report headers.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
Preferences dialog box.
3.
Click the
symbol to the left of Reports, and then click
Logo
to view the
Preferences Logo dialog box.
4.
Set the
Report header logo
preference.
If you want to use the
logo, select the
logo
radio button.
If you don
t want to use a logo, select the
No logo (blank)
radio button.
If you want to use a custom logo:
1.
Select the
Custom logo
radio button.
2.
Click Browse
to open the
Select Logo Image dialog box.
Note:
You will not be able to click the
Browse
button if the
Custom logo
radio button is not
selected.
3.
Select the logo you want to use and click
OK
5.
Click OK
to save your changes and return to the
Settings
menu window.
Note:
When displaying the custom image on the screen (including print preview), the
displays a placeholder image.
Things to keep in mind when using a custom logo:
Supported file formats include BMP, GIF, JPG, JPEG, and PNG.
Images will be printed at the resolution associated with the image file. Typically, images need to have a high
resolution of about 300 dpi to print clearly.
After selection, the
stores a copy of the custom logo image file within the application.
It doesn
t maintain a link to the selected file. If a change is made to a logo file after it has been stored, the
user needs to repeat the process described above and select the updated file.
Related Links
Preferences Logo Dialog Box
Settings
( v1.1 )
Changing Logo Preferences
Version: 1.5
301
Setting Acceptable Date Ranges for Overdue Health Records
Follow these steps to set the acceptable date ranges for health records.
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
Preferences dialog box.
3.
Click the
symbol to the left of
Reports
, and then click
Overdue Health Records
to view the
PreferencesOverdue Health Records dialog box.
4.
Change the date range for selected health records.
Select the check box that corresponds to the health record for which you want to update the
acceptable date range.
In the corresponding
Acceptable Date Range
field, click the
drop
-
down arrow
and select the date
range for the selected health record.
Repeat the steps above to set the date range for other health records.
5.
Click OK
to save these changes and return to the
Settings
menu window, or click
CANCEL to discard all
changes and return to the
Settings
menu window.
Related Links
Preferences
Overdue Health Records Dialog Box
Overdue Health Records Report Window
Settings
( v1.1 )
Setting Acceptable Date Ranges for Overdue Health Records
Version: 1.0
302
Changing Settings for Reports Generated by Download/Express
Download
From the report
-
specific Download/Express Download Settings
dialog box (For example, the
Download/Express
Download Settings
-
Standard Day
dialog box), you can select the settings for the graph reports available during
the download process.
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
PreferencesFormatting dialog box.
3.
Click Download
on the left navigation panel to view the
PreferencesDownload
/
Express Download dialog
box.
4.
Select a graph from the drop
-
down list, and click
SETTINGS
.
5.
Make any settings changes to the report or graph.
6.
Click OK
on the report
-
specificDownload/Express Download Settings dialog box to save these changes
and return to the
PreferencesDownload/Express Download dialog box, or click CANCEL to discard all
changes and return to the
PreferencesDownload/Express Download dialog box.
Related Links
Preferences
-
Download/Express Download Dialog Box
Settings
( v1.1 )
Changing Settings for Reports Generated by Download/Express Download
Version: 1.0
303
Changing Auto-Export File Storage Locations
The
allows you to automatically export reports in PDF file format and records in XML file
format. Follow these steps to specify where PDF and XML files are stored:
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
Preferences dialog box.
3.
Click Auto
-
Export
on the left navigation panel to view the
Preferences Auto
-
Export dialog box.
4.
Set the location for PDF file storage.
Click the Browse
button next to the PDF
Location
field. The system displays the
Select PDF Export
Location dialog box.
Follow the instructions in the
Select PDF Export Location
dialog box to select an export location.
Click OK
to close the
Select PDF Export Location dialog box.
5.
Set the location for XML file storage.
Click the Browse
button next to the XML
Location
field. The system displays the
Select XML Export
Location dialog box.
Follow the instructions in the
Select XML Export Location
dialog box to select an export location.
Click OK
to close the
Select XML Export Location dialog box.
6.
Click OK
to save these changes and return to the
Settings
menu window.
Related Links
Preferences
Auto
-
Export Dialog Box
Settings
( v1.1 )
Changing Auto
-
Export File Storage Locations
Version: 1.5
304
Changing Set Device Date/Time Preferences
The
offers the capability of selecting the response to a difference between the date and
time on your device and the date and time on your computer.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
Preferences dialog box.
3.
Click Set Device Date/Time
to view the
Preferences Set Device Date/Time dialog box.
4.
Set the
Device Date/Time
preference.
If you want the
to change your device
s date and time to automatically match
your computer
s date and time, select the
Always change device date and time to match computer
(do not prompt)
radio button.
If you want the
to automatically leave your device
s date and time unchanged,
select the
Never change device date and time to match computer (do not prompt)
radio button.
If you want the
to prompt you to handle date and time differences, select the
Always prompt the user to make a choice
radio button.
5.
Click OK
to save your changes and return to the
Settings
menu window.
Related Links
Preferences Set Device Date/Time Dialog Box
Settings
( v1.1 )
Changing Set Device Date/Time Preferences
Version: 1.5
305
Changing the Show/Hide Features
How you view and use the
is based on its features. In the
Preferences Show/Hide
Features
dialog box, you can show or hide specific features to suit your needs.
1.
Click Settings
on the
Main Menu
window.
2.
Click Preferences
on the
Settings
menu window to open the
Preferences Formatting dialog box.
3.
Click Show/Hide Features
to view the
Preferences Show/Hide Features dialog box.
4.
Click
to display (show) the list of features. Click
to collapse (hide) the list of features.
a.
To show features in the
: If the check box to the left of the feature is empty, click
the box to make it a selected check box. Click OK
to accept all settings, or
b.
To hide features in the
: If a check box to the left of the feature is selected, click
the check box to clear it. Click
OK
to accept all settings.
Related Links
Preferences Show/Hide Features Dialog Box
Settings
( v1.1 )
Changing the Show/Hide Features
Version: 1.1
306
List Management
Settings
( v1.1 )
List Management
Version: 1.0
307
List Management Overview
Note:
Depending on what features you have enabled in the
, some options shown below
may not appear.
List Management
enables you to create, edit, and delete entries in a list of information. Lists available include
Healthcare Providers
Insulin Types
Health Record Types
Complications
Access List Management
from the
Settings
menu window.
The
List Management
dialog box enables you to create, edit, and delete entries in a list of information. The left
navigation panel of the
List Management
dialog box lists options from which you may choose any of the following:
Healthcare Providers:
Use this option to create a new healthcare provider, edit an existing healthcare
provider's information, or delete a healthcare provider in the
Healthcare Providers
list. The
Healthcare
Providers
list displays all of the healthcare providers currently in the
.
Healthcare
Providers
is the default list displayed whenever you select the
List Management
function. The healthcare
providers listed here can be selected for individual persons within
My Data
.
Note:
When a healthcare provider is created elsewhere in the
, the healthcare
provider also appears in List Management.
Important:
Information within a healthcare provider
s record is shared by all people in the
. Entries or changes made for a healthcare provider
s record also appear in that
Settings
( v1.1 )
List Management Overview
Version: 1.1
308
healthcare provider
s record for all other people who use that healthcare provider. Any additions, changes,
or deletions made to this information must be appropriate for all people who use that healthcare provider.
Insulin Types:
Use this option to select which insulin types are available for selection within the
, to create new insulin types, or to edit existing insulin types in the
Insulin Types
list.
Insulin types cannot be deleted; however, they can be made inactive. An active insulin type allows you to
enter values for that insulin type for people under
Logbook and Records
in
My Data
. Insulin types installed
with the
cannot be renamed.
Health Record Types:
Use this option to create or edit the list of measurements available within the
Health Record Types
list. A health record has either quantitative data or qualitative data. A quantitative
health record type allows you to enter a measured value. For example you could enter 66 beats per minute
for the quantitative health record type pulse. A qualitative health record type allows you to choose from a list
of descriptive text. For example you could choose blue, green, hazel, or brown for the qualitative health
record type eye color. Active health record types are measurements that are available for entry into Health
Records for people. If you want to be able to enter values into a health record type for any person, that health
record type must be in an active state.
Note:
Health Records are individual measurements within a person's file that record values such as weight,
blood pressure, and cholesterol. Health record types define the possible health records. The
Health Record
Types
screen is used to manage the list of health record types within the
.
Note:
You need to create a health record type here before you can create or manage that specific type of
health record for a person in the
Health Records dialog boxes within Logbook and Records
in
My Data
.
Note:
You can designate Health Record Types as Quick Entry. When doing so, the record types appear in
the
Health Records Quick Entry dialog box.
Health record types cannot be deleted, but they can be made inactive. Health record types installed with the
cannot be renamed.
The
List Management
dialog box contains the following:
A navigation panel on the left side of the dialog box. From it you can select a list to manage.
A right panel that displays the list of entries in the selected list. When you have more entries than can display
on the screen, the scroll bar appears and can be used to review all the records.
Buttons to create a new entry, edit an entry, delete an entry, exit and save changes, and cancel.
The
List Management
dialog box has the following components:
NAVIGATION PANEL
Name
Selection options
Healthcare Providers
Select this option to create a new healthcare provider
or edit and delete an existing healthcare provider in the
Healthcare Providers
list.
Note:
When you enter the
List Management dialog
box, the default option selection in the left navigation
panel is Healthcare Providers
.
Insulin Types
Select this option to select which insulin types are
available for selection within the
,
to create new insulin types, or to edit existing insulin
types in the
Insulin Types
list.
Settings
( v1.1 )
List Management Overview
Version: 1.1
309
Related Links
Managing the Health Record Types List
Creating a New Healthcare Provider using List Management
Editing a Healthcare Provider using List Management
Health Record Types
Select this option to create or edit the list of
measurements available within the
Health Record
Types
list. A health record has either quantitative data
or qualitative data. A quantitative health record type
allows you to enter a measured value. For example you
could enter 66 beats per minute for the quantitative
health record type pulse. A qualitative health record
type allows you to choose from a list of descriptive text.
For example you could choose blue, green, hazel, or
brown for the qualitative health record type eye color.
Each health record type has a unique name and is
either active or inactive. Active health record types are
measurements that are available for entry into Health
Records for all persons. If you want to be able to enter
values into a health record type for any person, that
health record type must be in an active state.
Note:
Health Records are individual measurements
within a person's file that record values such as weight,
blood pressure and cholesterol. Health record types
define the possible health records. The
Health Record
Types
screen is used to manage the list of health
record types within the
.
Note:
You need to create a health record type here
before you can create or manage that specific type of
health record for a person in the
Health Records
dialog boxes within Logbook and Records
in
My
Data
. Health record types cannot be deleted; but they
can be made inactive. Health record types installed
with the
cannot be renamed.
Note:
You can designate Health Record Types as
Quick Entry. When doing so, the record types appear
in the
Health Records Quick Entry dialog box.
BUTTONS
Use this button...
...to do this
Close the List Management dialog box.
Close the List Management dialog box.
Important: Any additions, changes, or deletions made
are actions that cannot be reversed by selecting
CANCEL
on the
List Management dialog box.
Settings
( v1.1 )
List Management Overview
Version: 1.1
310
Managing the Insulin Types List
Creating a New Insulin Type using List Management
Editing a Insulin Type using List Management
Creating a New Health Record Type using List Management
Editing a Health Record Type using List Management
Managing the Complications List
Settings
( v1.1 )
List Management Overview
Version: 1.1
311
Creating a New Healthcare Provider using List Management
You can enter information for a new healthcare provider in the
.
Follow these steps:
1.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
2.
Click List Management
from the
Settings
menu window to display the
List ManagementHealthcare
Provider dialog box.
3.
Click Create New
to open the
Create a New Healthcare Provider dialog box.
4.
Enter the new healthcare provider's information.
5.
Click OK
to save the changes to the information.
Related Links
List ManagementHealthcare Providers Dialog Box
Create a New Healthcare Provider Dialog Box
Settings
( v1.1 )
Creating a New Healthcare Provider using List Management
Version: 1.0
312
Editing a Healthcare Provider using List Management
You can enter, change, or delete information for a healthcare provider in the
.
Follow these steps:
1.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
2.
Click List Management
from the
Settings
menu window and select
Healthcare Provider
from the left
navigation panel to display the
List ManagementHealthcare Provider dialog box.
3.
Select a healthcare provider to edit. When you have more healthcare providers than can display on screen,
the scroll bar appears and can be used to review all the healthcare providers.
4.
Click Edit
to open the
Edit the Healthcare Provider
dialog box with the selected healthcare provider's data
in the fields.
5.
Make needed changes, additions, or deletions to the healthcare provider's information.
6.
Click OK
to save the changes to the information.
Important:
Information within a healthcare provider
s record is shared by people in the
.
Entries or changes made for a healthcare provider
s record also appear in that healthcare provider
s record for all
other persons who use that healthcare provider. Any additions, changes, or deletions made to this information
must be appropriate for all people who use that healthcare provider.
Related Links
List ManagementHealthcare Providers Dialog Box
Edit the Healthcare Provider Dialog Box
Settings
( v1.1 )
Editing a Healthcare Provider using List Management
Version: 1.0
313
Deleting Healthcare Providers using List Management
You can delete healthcare providers in the
.
Follow these steps:
1.
This procedure deletes information about selected healthcare providers from ALL persons who use that
healthcare provider. Be sure you want to delete the selected healthcare providers because this action
cannot be reversed.
2.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
3.
Click List Management
from the
Settings
menu window to display the
List ManagementHealthcare
Provider dialog box.
4.
Select the healthcare providers to delete. When you have more healthcare providers than can display on
screen, the scroll bar appears and can be used to review all the healthcare providers.
5.
Click Delete
to permanently delete all information about the healthcare providers from the
.
6.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes, and the healthcare provider is
deleted.
Click No
to cancel. The warning box closes, and the
List ManagementHealthcare Providers dialog
box displays without changes.
Important:
The delete action cannot be reversed. Information about healthcare providers is shared by people in
the
. Deleting a healthcare provider deletes the healthcare provider from all patients who use
that healthcare provider.
Note:
If you only want to remove the healthcare provider from one person, open the person using My Data and
use the Healthcare Provider option under My Profile.
Related Links
List ManagementHealthcare Providers Dialog Box
Delete Healthcare Provider Warning
Settings
( v1.1 )
Deleting Healthcare Providers using List Management
Version: 1.0
314
Managing the Insulin Types List
You can create new insulin types, make changes to an existing insulin type, or decide which insulin types you want
to have available in the
by managing the
Insulin Types
list.
Note:
You cannot edit insulin types installed with the
.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click List Management
from the
Settings
menu window to display the
List Management dialog box.
3.
Click Insulin Types
in the left navigation panel to display the
List ManagementInsulin Types dialog box.
4.
You can use this dialog box to create new insulin types, edit or view existing insulin types, or decide which
insulin types you want to see in the
.
Click Create New
to create a new insulin type.
Click View/Edit
to view or change an existing insulin type.
Use the check boxes next to the existing insulin types to mark insulin types as active or inactive. Active
insulin types are available for selection in the
.
Note:
Insulin types cannot be deleted but they can be made inactive.
5.
Click OK
to save your changes.
Related Links
Creating a New Insulin Type using List Management
Editing an Insulin Type using List Management
Settings
( v1.1 )
Managing the Insulin Types List
Version: 1.0
315
Creating a New Insulin Type using List Management
You can enter information for a new insulin type in the
.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click List Management
from the
Settings
menu window to display the
List Management dialog box.
3.
Click Insulin Types
in the left navigation panel to display the
List ManagementInsulin Types dialog box.
4.
Click Create New
to open the
Create New Insulin Type dialog box.
5.
Enter the information to create the new insulin type. You can select a category, such as long
-
lasting or rapid
-
acting. You can also enter a brand or name of the insulin and whether the insulin type is active or inactive.
Active insulin types are available for selection within the
.
6.
Click OK
to save the new insulin type.
Related Links
Create New Insulin Type Dialog Box
Settings
( v1.1 )
Creating a New Insulin Type using List Management
Version: 1.0
316
Editing an Insulin Type using List Management
You can select which user
-
created insulin types are available for selection within the
, and
you can make needed changes to the user
-
created insulin type's category and name in the
.
Note:
Insulin types cannot be deleted; however, they can be made inactive.
Note:
An active insulin type is available for selection within the
. From the
Edit Insulin Type
dialog box, only user
-
created insulin types can be marked as active or inactive. Insulin types installed with the
can be marked as active or inactive at the List ManagementInsulin Types dialog box.
You cannot edit insulin types installed with the
.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click List Management
from the
Settings
menu window to display the
List Management dialog box.
3.
Click Insulin Types
in the left navigation panel to display the
List ManagementInsulin Types dialog box.
4.
Select a user
-
created insulin type to edit. When you have more insulin types than can display on screen, the
scroll bar appears and can be used to review all the insulin types.
5.
Click Edit
to open the
Edit Insulin Type
dialog box with the selected user
-
created insulin type's data in the
fields.
Note:
The
Edit
button is enabled only for user
-
created insulin types. You cannot edit insulin types that
installed with the
.
6.
Make needed changes to the user
-
created insulin type's category, name, and active or inactive status. An
active insulin type is available for selection within the
.
7.
Click OK
to save the changes to the information.
Related Links
List Management
Insulin Types Dialog Box
Edit Insulin Type Dialog Box
Settings
( v1.1 )
Editing an Insulin Type using List Management
Version: 1.0
317
Managing the Health Records Types List
You can create new health record types, make changes to an existing health record type, or decide which health
record types you want to have available in the
by managing the
Health Records Types
list.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click List Management
from the
Settings
menu window to display the
List Management Health Records
Types dialog box.
3.
You can use this dialog box to create new health record types, edit or view existing health record types, or
decide which health record types you want to see in the
.
Click Create New
to create a new health record type.
Click View/Edit
to view or change an existing health record type.
Use the check boxes next to the existing health record types to mark health record types as active or
available for quick entry. Active health record types are available for selection in the
.
Note:
The
Quick Entry
option is only available in the professional version of the
.
Note:
The
Quick Entry
option can only be selected for active health record types. Health record types
marked as Quick Entry will be included in the
Health Records Quick Entry dialog box.
Note:
Health record types cannot be deleted but they can be made inactive.
4.
Click OK
to save your changes.
Related Links
Creating a New Health Record Type using List Management
Editing a Health Record Type using List Management
Settings
( v1.1 )
Managing the Health Records Types List
Version: 1.0
318
Creating a New Health Record Type using List Management
You can create a new health record type in the
from the
Health Record Types
list within
List
Management
. The newly created health record type then is available in
My Data
, where you can enter individual
values for a person.
Follow these steps:
1.
Click Settings
on the
Main Menu
window to open the
Settings
menu window.
2.
Click List Management
from the
Settings
menu window to open the
List Management dialog box.
3.
Click Health Record Types
in the left navigation panel to open the
List ManagementHealth Record
Types dialog box.
4.
Click Create New
to open the
Health Records
Start
dialog box.
5.
Enter the information to create a new health record type. Information that can be associated with a new
health record type varies, depending on whether you create the health record type as a quantitative or a
qualitative measurement. A health record has either quantitative data or qualitative data. A quantitative
health record type allows you to enter a measured value. For example you could enter 66 beats per minute
for the quantitative health record type pulse. A qualitative health record type allows you to choose from a list
of descriptive text. For example you could choose blue, green, hazel, or brown for the qualitative health
record type eye color. Each health record type must have a unique name and is automatically marked as
active. A user
-
created health record type automatically has an (!) symbol added to the beginning of the
health record type name. An active health record type allows you to enter values for that health record type
for people under
Logbook and Records
in
My Data
.
6.
Click OK
to save the new health record type.
Related Links
List Management
Health Record Types Dialog Box
Create a Quantitative Health Record Type
Create a Qualitative Health Record Type
Settings
( v1.1 )
Creating a New Health Record Type using List Management
Version: 1.1
319
Editing a Health Record Type using List Management
You can enter or change information for a health record type in the
.
Note:
Health record types cannot be deleted; however, they can be made inactive. An active health record type
allows you to enter values for that health record type for people under
Logbook and Record
in
My Data
. Health
record types installed with the
cannot be renamed. A user
-
created health record type
automatically has an (!) symbol added to the beginning of the health record type name.
Follow these steps:
1.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
2.
Click List Management
from the
Settings
menu window and select
Health Record Types
from the left
navigation panel to display the
List ManagementHealth Record Types dialog box.
3.
Select a health record type to edit. When you have more health record types than can display on screen, the
scroll bar appears and can be used to review all the health record types.
4.
Click Edit
to open the
Edit Health Record Type dialog box.
5.
Make needed changes to the health record type's name, unit of measurement, and active or inactive status,
and indicate whether you want to have the health record type appear in the
Logbook and Records: Health
Records
window
Most Recent tab in My Data
.
Note:
You can rename only user
-
created health record types. Health record types installed with the
cannot be renamed.
6.
Click OK
to save the changes to the information.
Related Links
List Management
Health Record Types Dialog Box
Edit Health Record Type (Quantitative) Dialog Box
Edit Health Record Type (Qualitative) Dialog Box
Settings
( v1.1 )
Editing a Health Record Type using List Management
Version: 1.1
320
Managing the Complications List
You can decide which complications body regions you want to have available in the
by
managing the
Complications
list.
Follow these steps:
1.
Click Settings
on the
Main Menu
window.
2.
Click List Management
from the
Settings
menu window to display the
List Management dialog box.
3.
Click Complications
in the left navigation panel to display the
List ManagementComplications dialog
box.
4.
Use the check boxes next to the complication body regions to mark complication body regions as active or
inactive. Active complication body regions appear in the
.
5.
Click OK
to save your changes.
Related Links
List ManagementComplications
Settings
( v1.1 )
Managing the Complications List
Version: 1.0
321
System Info
Settings
( v1.1 )
System Info
Version: 1.0
322
System Info Overview
The System Info function enables you to view and print the
and PC information. System and
PC information includes the version of the
software.
Access System Info from the
Settings
menu window and from the
Administrator Functions
menu window.
Related Links
Viewing and Printing System Info
Settings
( v1.1 )
System Info Overview
Version: 1.0
323
Viewing and Printing System Info
In the
System Info
dialog box, you can view and print the
and PC information. System and
PC information includes the version of the
software.
1.
Click Settings
on the
Main Menu
window to display the
Settings
menu window.
2.
Click System Info
on the
Settings
menu window or the
Administrator Functions
menu window to open the
System Info
dialog box. When you have more records than can display on the screen, the scroll bar appears
and can be used to review all the records.
3.
Click PRINT
to print the
and PC information displayed on the System Info dialog box.
4.
Click CLOSE
to return to the
Settings
menu window.
Related Links
System Info Dialog Box
Settings
( v1.1 )
Viewing and Printing System Info
324
Administrator Functions
Administrator Functions
( v1.1 )
Administrator Functions
Version: 1.0
325
Administrator Functions Overview
The
Administrator Functions
menu window includes the following menu options:
User Administration
enables you create a new user, change a user's role, or delete a user in the
.
Database Administration
enables you to do the following:
Backup
to create a copy of your
data
Restore
to restore information to the
from a previously created backup file
Check Database Integrity
to verify that no problems exist with the database
Clear Database Connections
to momentarily clear all connections (except yours) to the database
for maintenance
Change Database
to work in another database, or
Create New Database to create a new database to work in.
Data Migration
enables you to copy data to the
from other compatible products.
Audit Log
enables you to view and print an audit log for a particular date range, listing records of usage.
System Setup Wizard
enables you to define your default settings in the
.
System Info
enables you to view and print system and PC information.
Enable/Disable Features
enables you to turn on or turn off features in the
for users
with a staff role.
Select a menu option to access the
functionality you want to use. Click
BACK
from the
Administrator Functions
menu window to return to the
Main Menu
.
Related Links
User Administration Overview
Database Administration Overview
Data Migration Overview
Audit Log Overview
System Setup Wizard Overview
System Info Overview
Enable/Disable Features Overview
Administrator Functions
( v1.1 )
Administrator Functions Overview
Version: 1.0
326
User Administration
Administrator Functions
( v1.1 )
User Administration
Version: 1.0
327
User Administration Overview
The User Administration function enables administrators to create new users, change current users' roles, and
delete users from the
. If you want to limit access to only yourself and users you specify, first
add yourself as an administrator and then add additional users and assign appropriate roles.
Note:
If you are running the
as a networked application, the changes made to users apply
to all computers running the
on the network.
Related Links
Creating a New User
Changing a User Role
Deleting a User
Administrator Functions
( v1.1 )
User Administration Overview
Version: 1.0
328
Creating a New User
The
Create New User
dialog box enables administrators to create a new account for an
user.
Follow these steps:
1.
Click User Administration
on the
Administrator Functions
menu window.
2.
In the
User Administration dialog box, click Create New
to open the
Create New User dialog box.
3.
Enter a username for the new user.
Note:
The username must be identical to a username used to log on to your computer. A username cannot
be changed after that user is created.
4.
Select a role for the new user.
5.
Click OK
.
Note:
If you are adding new users to the
for the first time, the system prompts you to
add yourself as the first administrator. Before any basic users can be added, you are asked to confirm the
addition of the administrator via the
Add First User
confirmation box.
Related Links
Create New User Dialog Box
Create New User (for the First Time) Dialog Box
Administrator Functions
( v1.1 )
Creating a New User
Version: 1.0
329
Changing a User Role
Follow these steps to change the role for an
user:
1.
Click User Administration
on the
Administrator Functions
menu window.
2.
Select a user from the list in the
User Administration dialog box.
3.
Click Change Role
to display the
Change User Role
dialog box with current permissions for the selected
user.
Note:
If you are the only administrator, the
Change Role
button is not available because there must always
be at least one administrator in the
.
4.
Make modifications to the role of the user and click OK
.
Related Links
Change User Role Dialog Box
Administrator Functions
( v1.1 )
Changing a User Role
Version: 1.0
330
Deleting a User
The
User Administration dialog box enables administrators to delete a user from the
.
Follow these steps:
1.
Be sure you want to delete the selected users because this action cannot be reversed.
2.
Click User Administration
on the
Administrator Functions
menu window.
3.
Select the users you want to delete.
Note:
If you are the only administrator, you cannot delete yourself because there must always be at least
one administrator in the
.
4.
Click Delete
to permanently delete the selected users.
5.
In the warning box that opens, you have two ways to proceed:
Click Yes
to continue with the deletion. The warning box closes and the user is deleted.
Click No
to cancel. The warning box closes and the
User Administration
dialog box displays without
any changes.
Related Links
User Administration Dialog Box
Administrator Functions
( v1.1 )
Deleting a User
Version: 1.0
331
Database Administration
Administrator Functions
( v1.1 )
Database Administration
Version: 1.1
332
Database Administration Overview
The Database Administration function in the
enables you to do the following:
Backup
enables you to create a copy of your
data.
Restore
enables you to restore information to the
from a previously created backup
file.
Check Database Integrity
verifies that no problems exist with the database.
Clear Database Connections
momentarily clears all connections (except yours) to the database for
maintenance.
Change Database
enables you to work in another database.
Create New Database
enables you to create a new database to work in.
Related Links
Using the Backup Function
Using the Restore Function
Performing a Database Integrity Check
Clearing Database Connections
Changing the Active Database
Creating a New Database
Administrator Functions
( v1.1 )
Database Administration Overview
Version: 1.0
333
Backup
Administrator Functions
( v1.1 )
Backup
Version: 1.0
334
Backup Overview
Regularly making a backup copy of all your information safeguards you in case a problem occurs with the
computer and data is lost. The Backup function enables you to create a copy of your
data.
Related Links
Using the Backup Function
Administrator Functions
( v1.1 )
Backup Overview
Version: 1.0
335
Using the Backup Function
The Backup function enables you to keep a copy of your
data. Follow these steps:
1.
Click Backup
on the
Database Administration
menu window.
2.
Make the appropriate entries and selections in the dialog box.
3.
Click Next to start the Backup process.
Note: A message appears on the Backup Completed
screen informing you whether the backup was or
was not successful.
4.
Click Finish
.
Note:
If the Backup process was not successful, you may repeat these steps.
Related Links
Backup
Administrator Functions
( v1.1 )
Using the Backup Function
Version: 1.0
336
Scheduling a Database Backup
Follow these steps to schedule the Backup function to make a copy of your
data.
1.
Click start
, then click
Control Panel
.
Note:
If
Control Panel
is not displayed on the
Start Menu, click Settings
then click
Control Panel
.
2.
Double
-
click Scheduled Tasks
in the
Control Panel
window. If
Scheduled Tasks is not displayed, click
Performance and Maintenance
then double
-
click Scheduled Tasks
.
Note:
If you are having difficulties locating either
Control Panel or Scheduled Tasks
, please refer to your
operating system's help files.
3.
Double
-
click Add Scheduled Task
to open the
Add Scheduled Task dialog box.
4.
Click Next
in the
Add Scheduled Task dialog box.
5.
In the list of applications, scroll down and select
Backup Utility
, then click
Next
. If
Backup Utility does not appear in the list, click Browse
, then find and select the
Backup Utility
from the application files, then click
Next
.
6.
From the list select how often you want to automatically backup your database, then click
Next
.
7.
Depending on your previous selection the next screen may require you to provide information specifying
when you want to backup. Enter this information, then click
Next
.
8.
Enter the username and password of the appropriate user or administrator, then click
Next
.
9.
Review the information for the scheduled backup, then click
Finish
.
Note:
To change the settings for a scheduled backup follow steps 1 and 2, then double
-
click the scheduled
backup to access its settings.
Administrator Functions
( v1.1 )
Scheduling a Database Backup
Version: 1.0
337
Restore
Administrator Functions
( v1.1 )
Restore
Version: 1.1
338
Restore Overview
The Restore function enables you to restore information to the
from a previously created
backup file. If you have not created a backup file, you are not able to use this function.
Restoring a copy of your information may be necessary if you encounter a problem with your computer. The
Restore function guides you through the steps necessary to restore a database to the
.
Note:
All information you have added to the
or modified since the backup file was created
is lost when you use the Restore function.
Related Links
Using the Restore Function
Administrator Functions
( v1.1 )
Restore Overview
Version: 1.0
339
Using the Restore Function
The Restore function enables you to restore information to the
from a previously created
backup file. Follow these steps:
1.
Click Restore
on the
Database Administration
menu window.
2.
Click NEXT
from the
Restore
-
Clear Connections
screen to disconnect all other current users (except you).
3.
Select the file you want to restore from the
Restore
-
Select file
screen.
4.
Click NEXT
.
5.
From the
Restore
-
Select Options
screen, select the option to restore all data or patient data only.
6.
Click NEXT
.
Note: A message appears on the Restore
-
Completed
screen informing you whether the restore was
successful.
7.
Click FINISH
.
Related Links
Restore
Administrator Functions
( v1.1 )
Using the Restore Function
Version: 1.0
340
Performing a Database Integrity Check
The Check Database Integrity function enables you to make sure the database in the
works
properly.
Follow these steps:
1.
Click Database Administration
on the
Administrator Functions
menu window.
2.
Click Check Database Integrity
on the
Database Administration
menu window.
3.
Review the results displayed in the
Integrity Check dialog box.
4.
Click PRINT
to print the results.
Related Links
Integrity Check Dialog Box
Administrator Functions
( v1.1 )
Performing a Database Integrity Check
Version: 1.0
341
Clearing Database Connections
The Clear Database Connections function enables you to clear all current connections to the
to perform database maintenance. Your connection is not cleared.
Follow these steps:
1.
Click Database Administration
in the
Administrator Functions
menu window.
2.
Click Clear Database Connections
in the
Database Administration
menu window.
3.
Review users displayed in the
Clear Database Connections dialog box.
Note:
If all of the results are not visible, use the scroll bar on the right to view all currently logged on users.
4.
Inform users that their connections will be cleared to make sure they complete their task..
Note:
Your connection is not cleared.
5.
Click YES
to clear all users currently connected to the database and return to the
Database Administration
menu window.
Note:
You cannot select individual users from the list in the
Clear Database Connections dialog box.
Related Links
Clear Database Connections Dialog Box
Administrator Functions
( v1.1 )
Clearing Database Connections
Version: 1.0
342
Changing the Active Database
The Change Database function enables you to select a different database to use with
.
Note: The active database is the current database and contains patient data. Changing the active database
changes the information displayed in
. Patient data from the previous database may not be
available in the newly selected database.
Note:
This action applies only to the computer on which you are working and does not change the database for
other computers in the network.
The
Select Database dialog box displays the names and descriptions of available databases.
To change databases, follow these steps:
1.
Click Database Administration
in the
Administrator Functions
menu window.
2.
Click Change Database
in the
Database Administration
menu window.
3.
Select the server on which the database is stored.
a.
Click BROWSE
to open the
Select Server dialog box.
b.
Select a database server from the list of available servers.
c.
Click OK
to confirm your selection and close the
Select Server dialog box.
4.
Select the database you want as the active database.
Note:
Verify that you have identified the correct database. The database that you select becomes the active
database for
.
5.
Click OK
to confirm your selection and return to the
Database Administration
menu window.
Related Links
Select Database Dialog Box
Administrator Functions
( v1.1 )
Changing the Active Database
Version: 1.0
343
Creating a New Database
The Create New Database function enables you to create a new database in
. The new
database becomes the active database and maintains current information separate from any other existing
databases.
Follow these steps:
1.
Click Database Administration
on the
Administrator Functions
menu window.
2.
Click Create New Database
on the
Database Administration
menu window.
3.
Enter the database name and description.
Note:
This database becomes your current database. This database is blank, and patient information from
your previous database is not available in the new database.
4.
Select the server on which the database is stored.
a.
Click BROWSE
to open the
Select Server dialog box.
b.
Select a database server from the list of available servers.
c.
Click OK
to confirm your selection and close the
Select Server dialog box.
5.
Click OK
to create the new database and return to the
Database Administration
menu window.
Related Links
Create New Database Dialog Box
Administrator Functions
( v1.1 )
Creating a New Database
Version: 1.0
344
Data Migration
Administrator Functions
( v1.1 )
Data Migration
Version: 1.0
345
Data Migration Overview
The Data Migration function enables the migration of data to the
from other compatible
products. Data can be migrated to the
from
,
, or another
.
Note:
Only users with administrative privileges within the
are able to use the Data Migration
function.
Related Links
Using the Data Migration Function
Administrator Functions
( v1.1 )
Data Migration Overview
Version: 1.0
346
Using the Data Migration Function
The Data Migration Utility enables
administrators to copy data from other compatible
products to the
. Data can be migrated to the
from
,
or another
.
Follow these steps:
1.
Click Administrator Functions
on the
Main Menu
window to open the
Administrator Functions
menu
window.
2.
Click Data Migration
on the
Administrator Functions
menu window.
Note:
You can also access Data Migration by clicking Start and selecting the Data Migration Utility from the
group.
3.
From the
Data Migration
-
Select Source Database Type
screen, select the type of database you want to
migrate into the
and click NEXT
.
4.
From the
Data Migration
-
Select Source screen, select a source database and click NEXT
.
5.
From the
Data Migration
-
Select Destination screen, select a destination and click NEXT
.
6.
From the
Data Migration
-
Check Database Warning
screen, verify that the source and destination
databases are not in use and click NEXT
.
7.
If the
Data Migration
-
Options Guide screen appears, click NEXT
to continue with the migration.
8.
From the
Data Migration
-
Patient Options
screen, select the options you want to use for transferring patient
data and click NEXT
.
9.
From the
Data Migration
-
Physician Options
screen, select the option you want to use for transferring
physician data and click NEXT
.
10. Click FINISH
.
11.
The
Data Migration
-
Migration Progress
screen displays, and the migration begins.
Note:
The
Data Migration
-
Possible Duplicate Patient dialog box appears if a potential duplicate patient
is found during the migration process. A possible duplicate patient is found when the Name and Date of
Birth of a patient in the migrated product matches the Name and Date of Birth of an existing patient in the
. Select the appropriate option and click OK
.
Note:
The
Data Migration
-
Possible Duplicate Healthcare Provider dialog box appears if a potential
duplicate healthcare provider is found during the migration process. A possible duplicate healthcare
provider occurs when the First Name, Last Name, and Specialty of a healthcare provider in the migrated
product matches the First Name, Last Name, and Specialty of an existing healthcare provider in the
. Select the appropriate option and click OK
.
Note:
The
Data Migration
-
Duplicate ID dialog box appears if a duplicate Patient ID is found during the
migration process. A duplicate ID occurs when the ID of a patient to be migrated matches the ID of an
existing patient in the
. The Patient ID has to be changed before it can be migrated.
Type a new Patient ID and click
OK
.
Note:
The
Data Migration
-
Duplicate System Definition Name dialog box appears if a duplicate system
definition name, such as custom Health Record Types, is found during the migration process. A duplicate
system definition occurs when the name of a system definition to be migrated matches an existing system
definition name in the
. The pending name has to be changed before it can be
migrated. Type a new name and click
OK
.
12. Click Migrate Another Database
from the
Data Migration
-
Migration Complete screen to repeat these
Administrator Functions
( v1.1 )
Using the Data Migration Function
Version: 1.0
347
steps with another database, or click FINISH
to end the current migration process.
Related Links
Data Migration
Administrator Functions
( v1.1 )
Using the Data Migration Function
Version: 1.0
348
Audit Log
Administrator Functions
( v1.1 )
Audit Log
Version: 1.0
349
Audit Log Overview
The Audit Log function in the
enables you to view and print an audit log for a particular date
range which includes records of usage, error messages, and information about functional problems and migration
activity (the movement of data to or from the system). Each audit log entry provides the following information:
Date and Time
when the log record was created
User Name
the name of the user who was logged on when the record was created
Host Name
the name of the host computer being used when the record was logged
Information
all system information relevant to the log record
Related Links
Using the Audit Log
Administrator Functions
( v1.1 )
Audit Log Overview
Version: 1.0
350
Using the Audit Log
The Audit Log function in the
enables you to view and print an audit log for a particular date
range, including records of usage, error messages, and information about functional problems and migration
activity (the movement of data to or from the
). Each audit log entry provides the date and
time, user name, host name, and system information relevant to the log record.
You can use the Audit Log in the
by clicking Audit Log
in the
Administrative Functions
menu on the
Main Menu
window.
Follow these steps:
1.
Click Audit Log
in the
Administrator Functions
menu window to open the
Audit Log dialog box.
2.
Select the date range for the data you want to review.
3.
Review the results displayed in the
Audit Log dialog box.
When you have more results than can display on screen, the scroll bar appears and can be used to review
all the records.
4.
Click PRINT
to print the log.
5.
Click CLOSE
to exit the
Audit Log dialog box.
Related Links
Audit Log Dialog Box
Administrator Functions
( v1.1 )
Using the Audit Log
Version: 1.0
351
Enable/Disable Features
Administrator Functions
( v1.1 )
Enable/Disable Features
Version: 1.0
352
Enable/Disable Features Overview
Enable/Disable Features enables you to allow (enable) or prevent (disable) access to feature sets for
users who currently have assigned user/staff roles. If people other than you have access to
the
, you may want to disable a particular feature that supports a task that should be
performed only by an administrator. Administrators always have a full set of features available to them.
Feature sets are names for groups of features included in the
. You can select one or more
specific features to enable or disable, or you can select an entire feature set.
Note:
Disabling features or feature sets changes the look of the
because those disabled
features/sets no longer are available to those users with assigned user/staff roles.
Related Links
Using the Enable/Disable Features Function
Administrator Functions
( v1.1 )
Enable/Disable Features Overview
Version: 1.0
353
Using the Enable/Disable Features Function
Follow these steps to allow (enable) or prevent (disable) access to a feature, or set of features, for the
users with user/staff roles:
Note:
The Feature List is grouped by feature sets and not by where the features appear in the program.
1.
Click Enable/Disable Features
on the
Administrator Functions
menu window to see a list of available
features.
Note:
Any feature with a
symbol next to it can be expanded to see the list of subitems. Any expanded
feature that has a
symbol next to it can be collapsed to hide the list of subitems.
Note:
This check box
to the right of an individual feature indicates that feature is enabled.
This check box
to the right of an individual feature indicates that feature is disabled.
This check box
to the right of any expandable feature sets has both enabled and disabled features.
This check box
to the right of any expandable feature sets indicates that ALL features in the set are
enabled and at least one feature in the set cannot be disabled.
2.
Select check boxes from the
Staff
column in the
Enable/Disable Feature dialog box to enable or disable the
corresponding features.
3.
Click OK
to save the changes or
CANCEL
to discard the changes.
Related Links
Enable/Disable Features Dialog Box
Administrator Functions
( v1.1 )
Using the Enable/Disable Features Function
Version: 1.0
354
System Info
Administrator Functions
( v1.1 )
System Info
Version: 1.0
355
System Info Overview
The System Info function in the
enables you to view and print system and PC information.
System and PC information includes the software version.
Access System Info from the
Settings
menu window and from
Administrator Functions
menu window.
Related Links
Reviewing and Printing System Info
Administrator Functions
( v1.1 )
System Info Overview
Version: 1.0
356
Reviewing and Printing System Info
The System Info function in the
enables you to view and print system and PC information.
Follow these steps:
1.
Click System Info
on the
Administrator Functions
menu window to open the
System Info dialog box.
2.
Review the results displayed in the
System Info dialog box.
3.
Click PRINT
to print the system and PC information.
Related Links
System Info Dialog Box
Administrator Functions
( v1.1 )
Reviewing and Printing System Info
Version: 1.0
357
Data Synchronization
Administrator Functions
( v1.1 )
Data Synchronization
Version: 1.6
358
Data Synchronization Overview
The Data Synchronization function in the
enables you to synchronize health information with
an
System online account.
Note:
If you do not already have an online account, you can set up an account using the Data Synchronization
Settings feature.
The Data Synchronization menu enables you to do the following:
Data Synchronization Settings
enables you to set or change the online account paired with your
database, or update the synchronization reminder settings.
Synchronize Data Now
enables you to synchronize data with the online account.
Recover Data
enables you to recover data from the online account.
Access Online Features
enables you to access
System online features.
Related Links
Pairing the Database with an Online Account
Setting Up Synchronization Reminders
Synchronizing Data with an Online Account
Recovering Data
Accessing Your Online Account
Administrator Functions
( v1.1 )
Data Synchronization Overview
Version: 1.6
359
Pairing the Database with an Online Account
In order to synchronize your data with an
System online account, you must first set the online
account to pair with the
database. You can do this when you complete the
System Setup
Wizard
to set up your software, or you can set the online account from the
Data Synchronization
menu.
Note:
To use this feature, your PC must be connected to the Internet. An online account can only be paired with
one database at a time, and each database requires a separate account. If you pair with an online account that is
paired with a different database, the data in the current database will be overwritten with data from the online
database.
Follow these steps to pair the current database with an online account:
1.
Click Data Synchronization
in the
Administrator Functions
menu window.
2.
Click Data Synchronization Settings
in the
Data Synchronization
menu window.
3.
Under
Pairing Information, click Edit
in the
Data Synchronization Settings dialog box.
4.
Enter the user name and password for the online account in the fields on the
Edit Database Pairing dialog
box.
Note:
If you do not have an existing online account, click the
Create a new account link. A web browser
appears, enabling you to create a new online account. When you have created the new account, enter your
user name and password in the fields provided.
Note:
If you forgot the password for the online account, click the
Forgot password link. A web browser
appears, enabling you to recover the password.
5.
Select the
Data Synchronization Type
for the current database. The following options are available:
Select Send and receive data
to send health information to the online account and receive data from
the online account. Choose this option if you want to use the online account to back up your data.
While this option is selected, you cannot restore information from a backup file.
Select Only receive data
to receive data from the online account. Choose this option if you do not
want to use the online account to back up your data. While this option is selected, you cannot recover
data from the online account.
If you choose to only receive data, you will have to pair with a different online account in order to switch
to
Send and receive data
in future.
6.
Click OK
, then view the progress of the pairing on the
Pairing with Online Account dialog box.
7.
When the pairing finishes, the
Pairing with Online Account
dialog box displays a completion status. You are
notified whether the pairing was successful. Click
Close
to close this dialog box and return to the
Data
Synchronization Settings dialog box.
Note:
If the pairing failed, review the reason for the failure on the
Pairing with Online Account dialog box.
8.
Click OK
to return to the
Data Synchronization
menu window.
Related Links
Data Synchronization Settings Dialog Box
Edit Database Pairing Dialog Box
Synchronizing Data with an Online Account
Administrator Functions
( v1.1 )
Pairing the Database with an Online Account
Version: 1.6
360
Setting Up Synchronization Reminders
You can configure the
to display reminders to synchronize data with the paired online
account. Follow these steps to set up data synchronization reminders:
1.
Click Data Synchronization
in the
Administrator Functions
menu window.
2.
Click Data Synchronization Settings
in the
Data Synchronization
menu window.
3.
Under
Reminders
in the
Data Synchronization Settings dialog box, place a check in the Remind me to
synchronize
check box.
4.
In the list field below the
Remind me to synchronize
check box, select when the reminders should occur.
5.
Click an option to indicate the frequency of the reminders. If you select the
since last synchronization
option, select the minimum amount of time to wait after a synchronization before a reminder is generated.
6.
Click OK
to return to the
Data Synchronization
menu window.
Related Links
Data Synchronization Settings Dialog Box
Administrator Functions
( v1.1 )
Setting Up Synchronization Reminders
Version: 1.6
361
Synchronizing Data with an Online Account
The Data Synchronization function in the
enables you to synchronize health information with
an
System online account.
To synchronize data, you must first pair your
database with an online account using the Data
Synchronization Settings feature.
You can synchronize data with an online account from the function button on the Main Menu, or the menu option in
the Administrator Functions menu. You also can synchronize from the Roche Task Manager icon in your system
tray. The data synchronization process is different depending on what you selected for the
Data Synchronization
Type
in the Data Synchronization Settings:
If the data synchronization type is set to
Send and receive data
, synchronizing data downloads data from
the paired online account to the current
database. It also uploads the data from the
database to the online account.
If the data synchronization type is set to
Only receive data
, synchronizing data downloads data from the
paired online account to the current
database. This type of data synchronization does
not upload data from the
database to the online account.
Note:
To use this feature, your PC must be connected to the Internet.
Follow these steps to synchronize data with an online account:
1.
Click Synchronize Data Now
on the
Main Menu
window.
Note:
You also can:
Right
-
click the Roche Task Manager icon in the system tray, hover over
Data Synchronization
, then
click Synchronize Data.
Click Data Synchronization
from the
Administrator Functions
menu, then
Synchronize Data Now
.
2.
The
Synchronizing Data
dialog box displays an indication of whether the synchronization started.
If the synchronization failed, review the reason for the failure on the
Synchronizing Data dialog box.
When you are finished, click
CLOSE to close the dialog box.
If synchronization started, click
CLOSE
to close the
Synchronizing Data
dialog box. You can view the
progress of the synchronization from the Roche Task Manager.
Note:
To cancel a synchronization that is in progress, right click the Roche Task Manager icon, hover over
Data Synchronization
, then click
Cancel Synchronization.
3.
When the synchronization finishes, the Roche Task Manager displays a completion status. You are notified
whether the synchronization was successful.
Related Links
Synchronizing Data Dialog Box
Pairing the Database with an Online Account
Administrator Functions
( v1.1 )
Synchronizing Data with an Online Account
Version: 1.6
362
Recovering Data
You can recover data in a local database by downloading all data from an
System online account.
You can use this function if a problem occurs with your computer and your data is lost. If the data synchronization
type is set to Only receive data
, you are not able to use this function.
Note:
When you use the Recover function, all information in your database is overwritten with data from the online
account.
Note:
To use this feature, your PC must be connected to the Internet.
Follow these steps to overwrite the current database with data from the online account:
1.
Click Data Synchronization
in the
Administrator Functions
menu window.
2.
Click Recover Data
in the
Data Synchronization
menu window.
3.
Enter the user name and password of the online account in the fields on the
Recover Data dialog box.
Note:
If you forgot the password for the online account, click the
Forgot password link. A web browser
appears, enabling you to recover the password.
4.
Click OK
.
5.
The
Recovering Data
dialog box displays an indication of whether the recovery started.
If the recovery failed, review the reason for the failure on the
Recovering Data
dialog box. When you
are finished, click CLOSE to close the dialog box.
If the recovery started, click
CLOSE
to close the
Recovering Data
dialog box. You can view the
progress of the recovery from the Roche Task Manager.
6.
When the recovery finishes, the Roche Task Manager displays a completion status.
Note:
If the recovery was interrupted, click
Synchronize Data Now
to restart the recovery process.
Related Links
Recover Data Dialog Box
Recovering Data Dialog Box
Administrator Functions
( v1.1 )
Recovering Data
Version: 1.6
363
Accessing Your Online Account
You can access your
System online account at any time. To use this feature, your PC must be
connected to the Internet. Follow these steps:
1.
Click Data Synchronization
in the
Administrator Functions
menu window.
2.
Click Access Online Features
in the
Data Synchronization
menu window.
A web browser appears that lets you access your online account.
Administrator Functions
( v1.1 )
Accessing Your Online Account
Version: 1.6
364
Roche Task Manager Overview
The Roche Task Manager is a feature that lets you manage the process of synchronizing data with an
System online account. The Roche Task Manager menu can be accessed from an icon in the
system tray of your computer. The menu has the following choices:
Close Roche Task Manager
Select this option to close the Roche Task Manager.
Data Synchronization
Select this option to start or cancel a synchronization with an online account.
Note:
If the Roche Task Manager does not appear in the system tray, close and re
-
open the application to restart
the Roche Task Manager.
Related Links
Roche Task Manager System Tray Menu
Synchronizing Data with an Online Account
Administrator Functions
( v1.1 )
Roche Task Manager Overview
Version: 1.6
365
System Setup Wizard
Administrator Functions
( v1.1 )
System Setup Wizard
Version: 1.1
366
System Setup Wizard Overview
The System Setup Wizard enables you to change default settings in the
. Start the wizard
when you have a problem with your computer system affecting systemwide settings and when you have not been
able to resolve those problems through
System Settings
under
Preferences
.
Related Links
Using the System Setup Wizard
Administrator Functions
( v1.1 )
System Setup Wizard Overview
Version: 1.0
367
Using the System Setup Wizard
The System Setup Wizard enables you to reset default settings in
.
From the
Main Menu, click Administrator Functions
, and then follow these steps:
1.
Click System Setup Wizard
in the
Administrator Functions
menu window to open the
Welcome
screen.
Click NEXT to begin the setup process.
2.
From the
Plug in Cable
screen, plug a cable into the computer if you have not done so already. Click
NEXT
.
3.
From the
bG Units
screen, click the desired (bG) unit of measurement. Click
NEXT
.
4.
From the
bG Graph Range screen, click one of the options to choose the desired (bG) graph range to
display and/or print the results of the person's diabetes testing. Click
NEXT
.
5.
From the
Target Defaults
screen, enter the default (bG) target range and define the Hypo Limit target. Click
NEXT
.
6.
From the
Download Options
screen, select one or both check boxes to enable downloads of the person's
device to the
. Click NEXT
.
7.
From the
Enable/Disable Features screen, select one or more check boxes to enable or disable features
for all users of the
. Click NEXT
.
8.
From the
Administrator Functions
screen:
Leave the check box checked, and click
NEXT
to display the
System Setup Summary
screen, or
Clear the check box, and click
NEXT
to display the
Add First User Confirmation
box. If you want to
limit access to only you and users you specify, click
YES
to add yourself first as an administrator. You
can then later add additional users and assign roles. Click NO to cancel the addition process, close
the confirmation box, and return to the
Administrator Functions
menu window.
Note:
If you do not want to make the current user an administrator, you can click
NO
, log on another
user, and make that user an administrator.
9.
From the
System Setup Summary
screen, review the System Setup options you selected.
10.
If the options you want are selected, click
FINISH
to complete the setup process. If the options you want are
not selected, click the
BACK
button to return to the page in the wizard where you want to make changes.
Related Links
System Setup Wizard Overview
Administrator Functions
( v1.1 )
Using the System Setup Wizard
Version: 1.0
368
Miscellaneous
Miscellaneous
( v1.0 )
Miscellaneous
Version: 1.0
369
Adding the Program Icon to the Quick Launch Bar
The Quick Launch function on your computer enables you to add the
to the taskbar.
Note:
The taskbar appears at the bottom of your computer screen and contains the
start
button. The quick launch
function is next to the
start
button and enables you to locate a program quickly to start it.
Follow these steps:
1.
Look at the taskbar at the bottom of your computer screen and be sure it displays the Quick Launch function.
2.
Click and hold the
icon on your desktop screen, and then drag the icon to the Quick
Launch bar located next to the
start
button. The Quick Launch bar displays the
icon.
If the Quick Launch bar does not display, right
-
click an empty area on the taskbar, point to
Toolbars
,
and then click
Quick Launch
to put a check mark next to this function.
If you right
-
click an empty area on the taskbar and do not see the
Toolbars option, click Lock the
Taskbar
to clear the check mark,
Miscellaneous
( v1.0 )
Adding the Program Icon to the Quick Launch Bar
Version: 1.0
370
or
Right
-
click an empty area of the taskbar, and then click
Properties
. On the
Taskbar
tab check the
Show Quick Launch
check box, and click
Apply
.
Note:
Windows is a registered trademark of Microsoft Corporation in the United States and other countries.
Miscellaneous
( v1.0 )
Adding the Program Icon to the Quick Launch Bar
Version: 1.0
371
Report Structure and Features
Reports can be printed from the screen within which you are working. By clicking the print button found either on
the toolbar or the screen itself, reports can be printed showing detailed information about a patient's health.
Reports have common structures and features:
Page Header
displays along the top of each page of the printed report and contains the identification
block such as patient's name, date of birth, and ID number.
First
-
Page Titles
two title lines display on the first page of a printed report defining the type of report (for
example, Average Day Report) and the context of the report (for example, the date range).
Content
the information you have chosen to print.
Page Footer
displays along the bottom of each page of the printed report and contains the date the
report was printed and the page count.
Miscellaneous
( v1.0 )
Report Structure and Features
Version: 1.0
372
Using the Status Bar
The status bar enables you to view information about the current user, current server, and current active results
database in use for the
. The status bar appears at the bottom of the
screen and contains the user information (for example,
), server information (for example,
), and database information (for example,
).
Note:
The status bar information updates each time the User, Server, and/or Database changes.
Miscellaneous
( v1.0 )
Using the Status Bar
Version: 1.0
373
Glossary
Glossary
( v1.2 )
Glossary
Version: 1.0
374
Glossary
Word
Definition
Activate
Using a valid key to unlock the program.
Administrator
A person who is responsible for managing the
software.
Advised Bolus
The amount of insulin that was recommended by a
device.
Align format
A display of information in a condensed, vertical
format.
Bar graph
A type of graph in which different values are
represented by rectangular bars.
Basal rate
The rate at which low levels of insulin are delivered to
the body using an insulin pump.
Batch report
A set of existing reports that are always printed, e
-
mailed, or faxed together.
bG
Abbreviation for blood glucose or blood sugar.
bG result flagged (*) in a device
Events can be flagged with an
in some devices. All
results flagged with an
downloaded from a device
display the bG results flagged with an
on a device
text in the
.
Blood sugar
The amount of glucose in the blood is called the blood
sugar (bG) level. The food a person eats is broken
down into glucose by the body. The cells in the body
use glucose for energy.
Bolus
A dose of insulin taken to handle a rise in blood sugar.
A bolus is given through an insulin pump or injection.
Cable
A device that allows you to download your meter or
insulin pump.
Cancel
A function that enables the user to leave a screen or
dialog box, generally discarding changes made on that
screen.
Carb units
Carbohydrates are a body's main source of fuel or
energy. The body eventually breaks down
carbohydrates into glucose (sugar).
Clear Meter
A Clear Meter Memory Wizard allows the user to clear
all current blood sugar (bG) information from the meter.
Click
An action performed with a computer mouse, usually
with the left button.
Data migration
The copying of information from
, ,
or another
database to an
.
Database
Logically related data designed to meet the information
needs of one or more users. A database is where
Glossary
( v1.2 )
Glossary
Version: 1.2
375
information is stored in the
.
Date format
The method used to indicate month, day, and year.
Date range
The range of time chosen for purposes of viewing,
printing, e
-
mailing, and faxing reports in the
.
Delete
A way of removing an item from the
.
Default
A value or setting that a device or program
automatically selects if you do not change it.
Device
Any
meter, insulin pump, or health
management device that can be connected to a
computer to download information.
Dialog Box
A temporary window on the screen that contains a set
of choices whenever the
software needs to collect information from the user.
Diary
The diary information report shows a table of blood
sugar (bG), insulin, carbohydrates, exercise, and event
records.
Disable
A function that allows an administrator to turn off
access for the staff/user role to part of the
.
Double
-
click
Clicking the left mouse button twice in rapid
succession.
Download
The process of copying information from a device to
the
.
Edit
A function that allows the user to change information.
Element
An item that is placed in a template for a report.
Enable
A function that allows an administrator to turn on
access for the staff/user role to part of the
.
Event
An event describes a condition or activity. For
example, you may enter "felt ill," "bedtime," or "snack"
in addition to the other information in your diary.
Export
A function that copies and saves data from the
to a file.
Express Download
Downloads data from a device but does not save the
data in the
.
Extended Bolus
A bolus that consists of a steady amount of insulin
delivered over an extended period of time.
Feature
A collection of functions such as a specific action, task,
or activity.
Feature set
A collection of features that extend the functionality of
the program.
Function
A specific action, task, or activity.
Healthcare provider (HCP)
A physician or other healthcare professional.
Glossary
( v1.2 )
Glossary
Version: 1.2
376
Hypo Limit
A value below which a person's blood has an
undesirably low amount of sugar.
Hypoglycemia
A condition in which an undesirably low amount of
sugar is in the person's blood. This condition also is
referred to as low blood sugar.
Import
A function that copies and saves data from a file to the
.
Insulin Pump
A battery
-
operated insulin delivery system that holds a
cartridge of rapid
-
acting or regular insulin and is used
to continuously administer low levels of insulin.
Key
A table on a chart used to list and explain colors,
patterns, and symbols.
Meal Plan
A nutritional therapy plan used to help control diabetes.
Meter
A device used to measure blood sugar (bG) levels.
mg/dL
The abbreviation for milligrams per deciliter.
mmol/L
The abbreviation for millimoles per liter.
Mouseover
Text that appears when you rest a computer mouse
pointer over an image or item on the screen.
Multiwave Bolus
A bolus that consists of an initial insulin amount
delivered immediately followed by additional insulin
delivered over an extended period of time.
Oral medication
Medication used to control diabetes that is taken by
mouth.
Query group
A group based on criteria you select. Members of a
query group may change automatically if patients no
longer fit the criteria or if they begin to fit the criteria.
Remove
A function that removes an item without deleting it from
the system.
Required Field
Information that must be entered to proceed.
Scatter format
A display of information in a spread
-
out, plotted format.
Scroll bar
A bar that appears on the side or bottom of a window
to control which part of a list or document is currently in
the window's frame.
Show/Hide
A function that allows a user to turn on or turn off parts
of the
.
Set Device Date/Time
A feature that allows the user to set the date and time
of a device to match the date and time of a computer.
Specialty
Indicates the particular area of expertise of a
healthcare provider in the
.
Standard Bolus
A bolus that consists of a specific amount of insulin
delivered immediately.
Standard deviation
The variation between measurements. The wider the
band, the more differences that exist between the
results.
Glossary
( v1.2 )
Glossary
Version: 1.2
377
Static group
A group that includes patients that you select.
Members of a static group never change unless the
user changes them.
Structured Testing
A feature that adds structured data collection and new
reports to for periodically
tracking and visualizing relevant information to enable
better diabetes management decisions.
Summary
Includes user
-
selected graphs and reports that display
information about a patient's health.
Tabs
Look like the tabs on file folders. When tabs appear in
the
software, you can click them
to view different information than is shown on the
currently displayed screen.
Target
Values for health records set by a physician as goals
for patients. A target can be an upper boundary the
patient's health records should not go above, a lower
boundary the patient's health records should not go
below, or a range the patient's health records should
stay within.
Template
A user
-
designed document that is automatically filled in
with selected patient or group information.
Time block
One of up to eight time segments set for the
software user throughout a 24
-
hour period to personalize graph and logbook displays.
Trial Version
A version of the
that permits the
product to be used for a limited time.
Username
The name an
administrator must
enter to create a new
user. The
username must be identical to the name the user
enters to log on to the computer.
Wizard
An interactive computer program that leads a user
through a task, using step
-
by
-
step dialogs.
X
-
Axis
The horizontal line at the bottom of a graph that shows
the range of values being plotted.
Y
-
Axis
The vertical line on the left edge of a graph that shows
the range of values being plotted. Some graphs may
also have a y
-
axis on the right edge.
Zoom
Allows the user to magnify an area of the displayed
graph to view it more closely.
Glossary
( v1.2 )
Glossary
Version: 1.2
378
This product fulfills the requirements of the European Directive 93/42/EEC on
medical devices.
379
383


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