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An IMS Solution Frequently Asked Questions Legacy Client Chart Viewer Frequently Asked Questions As of 01st October, 2015 # Question Answer 1 Is there a licensing/support cost for the LCC Viewer? No. This product is developed, supported and owned by the AOHC. There will be no licensing fee for centres to use it. 2 How much configuration will we need to do? The LCC Viewer consists of a migration tool and a Viewer. When setting up the Migration tool you will need to configure Network information such as Server Name, Login, Password, Name of the new database etc.). The migration tool will then generate the necessary configuration files to be used with the Viewer setup file during its installation. The Viewer will not require any initial configuration, as all the user information, including current rights, login, and passwords will be migrated from Purkinje. 3 Will the viewer require additional software such as Adobe Reader or Microsoft Office to run? No. The viewer will be deployed as an executable with libraries that require the .Net Framework 4 and Microsoft Redistributable Components (Report Viewer). These will automatically be installed during the setup process – there will be no other component required. Note: During the migration process, access to the tool will be provided for validation purposes. During this period, it is possible that not all the scanned documents may have migrated. To facilitate the validations and transition, the Viewer will have the capacity to open non-migrated external documents directly, provided that the software, such as Adobe or Microsoft Office, is available on the computer. 4 I have multiple Purkinje servers: Can we consolidate the databases as part of the LCC Viewer installation? The LCC Viewer tool will not allow you to merge the databases - However, you will have access to all your databases: Each user must have a separate account for each database they would need to connect too. All the databases can be hosted on the same server (the new LCC databases as well as the Purkinje ones for reporting) OR on a separate server, as long as the Viewer has network access to all the databases it needs to connect with. If you plan on consolidating your databases onto one server, you must have extra machines (especially if the databases are large in size - Database size over 25GB is considered to be large.) for processing the data migration of all sites in parallel: Main Machine 1: Purk Server 1 Main Machine 2: Purk Server 2 1 An IMS Solution Frequently Asked Questions # 5 Question During the migration process, will the LCC Viewer log user activities? Audit logs? Answer Secondary Machine 1: New server Secondary Machine 2: Need to be provisioned. Purkinje’s Audit Logs will be migrated. When using the Viewer, all actionable activities (e.g. user login, opening a chart, opening a document, printing a document) will be logged. As the final step, the Audit Logs from Purkinje will be updated to capture the changes that occurred during the migration process, and the list of users/passwords will also be refreshed. 6 What about the confidential folder, VIP Clients? For Purkinje users, these are preserved. For Health Screen users, the mechanism to handle the protection of the data will not be exactly the same – However, the LCC Viewer tool will offer similar protections and all confidential configurations will be preserved. 7 How difficult will it be to To help make the transition seamless, the LCC Viewer interface shows screens locate information in similar to what you see in Purkinje or Health Screen. the Viewer? The following configurations were also done: The migration of the document tree to preserve the organization of your documents An extended summary/CPP that provides all items at a glance, and the capacity to go in more detail, as well as the capacity to search/filter that are not available in the current system. One window view of the complete client chart. This eliminates the need to access different components for client registration, CPP and appointment data. 8 After the LCC Viewer has been installed, will I be able to use Humming Bird to query the database and run my reports? No. Even if the LCC database is accessible to the Humming Bird BI, the LCC database schema and tables had to be re-designed to avoid infringing on Purkinje’s proprietary database structure. As such, the reporting tool will not be familiar with the LCC database. We recommend that you keep a copy of your Purkinje database for the duration of your reporting requirements. Since the external documents will no longer be needed after migrating to the LCC, you can decide to move the Purkinje database to another server (more recent) OR the server can be upgraded to new operating systems not currently supported by Purkinje. Note: Migrating MS SQL Server 2000 to MS SQL Server 2008 or above is not supported. You will first need to migrate to MS SQL Server 2005, and then to a higher version. 2 An IMS Solution Frequently Asked Questions # Question Answer 9 What is the minimum requirement for the new database server? We recommend that you use at least SQL Server 2005 and Windows Server 2003. Note: SQL Server 2000 is also supported - however, there is no upgrade from SQL Server 2000 to anything above SQL Server 2005. You will need to upgrade SQL Server 2000 to SQL Server 2005, then to any versions above that. Windows Server 2000 OS is not supported. To avoid encountering the 10GB limit, we recommend that you use at least a Standard or Enterprise edition of MS SQL Server. The tool will work with Express, but will stop when the 10GB database limit is reached. At that point, SQL Server will need to be updated to either Standard or Enterprise. 10 How many charts are you recommending we validate? It is recommended that you validate as many charts as is necessary to make your providers comfortable that the data has been transferred accurately. During the EMR transition this would be anywhere between 20 to 40 charts based on the size of the centre. For the LCC Viewer transition, which is much less complicated, centres should be able to verify data integrity with 10 to 20 charts. 11 Are you supporting the migration of all CHCs at once, or should we expect a staggering of migrations within the Oct - Dec timeline? What is the training plan for providers on using this tool? The intent is to have all Community Health Centres transition at the same time. 12 We are using the Train-the-Trainer and Super User model for our training on the LCC Viewer. To accomplish that we are developing a User Manual and we will also be hosting webinars for Super Users in October. The user interface is very similar to the Purkinje legacy system so as to allow for ease of transition. 13 14 15 16 How is Batch Printing handled in the LCC Viewer? Is there an activity audit log? The LCC Viewer will allow users who have the necessary permissions to print all encounters and Demographic information Is the AOHC committed to supporting this tool for the next 20+ years? Since the database is being built on either SQL Server 2005 or The AOHC is committed to supporting the tool to ensure that members have access to their Legacy data. Yes there is an activity audit log and the migration will allow the LCC Viewer to also have Purkinje’s audit log. MySQL Server is automatically updated and will not be problematic. Currently the LCC Viewer supports SQL Server 2000 and up including SQL Server 2014 (Tested). After the migration has completed and you have deactivated/uninstall Purkinje, you 3 An IMS Solution Frequently Asked Questions # 17 18 19 20 21 22 23 Question Answer MySql Server, what are the plans for when they stop support for either servers? Are we going to need to do another migration? Could you please explain what it means that we can see scanned non-migrated documents? can upgrade your Microsoft SQL Server as indicated in the Microsoft technical guides and no further configuration is required. Can we add new users and assign security and access permission to them same way as in Purkinje? Can you manage permissions as well as block access to certain charts? There were some fields in the demographics screen that I do not understand. Will there be a manual that explains all the fields that we see in this viewer? Will we migrate the flowsheets that were customized in Purkinje? Will we have an ability to delete records that we do not need to keep? For example, clients not seen for more than 15 years? Any possibility of being able to extract simple reports using LLC now or in the future? Yes you can add, assign security and permissions to users; however the LCC Viewer does not use Security Profiles as in Purkinje. External documents in Purkinje are stored in the file system. In the LCC Viewer the documents are migrated directly into the system. This allows for complete control of printing and access functions including auditing. The LCC Viewer can also access external documents directly from the file system if they have not yet migrated and those actions are captured in the audit log. The only limitation in the latter scenario is that if the document is accessed externally there is no additional audit log generated if it is printed. Yes we do have confidentiality settings including the ability to manage VIP clients. There will be a user guide that explains the interface and the different modules. This will partially address the extra fields in the LCC interface. These fields are there to accommodate both Purkinje and Healthscreen. Once the LCC interface and functionality are complete, an enhancement is planned to put visual indicators on the interface to differentiate between Healthscreen-only and Purkinje-only fields. No we will not be migrating the flowsheet, however a similar functionality to view and filter results is available through the LCC Viewer. There is no ability to delete records in the current version of the LCC Viewer. There will be a printing functionality in this version of the LCC Viewer, however there is no BI reporting functions. We recommend that centres keep a copy of their Purkinje database that they can access with the Hummingbird BI tool. There is no license other than the SQL Server itself, required for this. 4 An IMS Solution Frequently Asked Questions # Question Answer 24 The validation has to be concluded before the Purkinje licenses expire. Will the timeline of implementation be extended if the Purkinje license was extended? Will you be sharing any tools/spreadsheets for validation or should centres develop themselves? What is the estimated cost to hardware and setup? Will my centre lose access to HealthScreen after December 2015? The goal of the LCC Viewer implementation is to be completed within the timeframe. Can you describe what mitigation strategies are related to the LCC Solution Will the LCC Solution conversion process put a strain on my other network resources? Can I print an entire chart using the LCC Solution? The LCC Viewer Solution conducted extensive beta testing with three centres to determine ease of implementation, stability and dependability of the software. 25 26 27 28 29 30 Yes there will be validation tools and resources. To date the most we’ve seen is that a centre needed install a new server and a Microsoft SQL Server license at a discount price. Only centres that used the Purkinje Legacy system are affected by the hard end date of December 2015. Centres that used HealthScreen will continue to be able to use the product to view charts but will not be able to print without a license. The conversion process should not affect other resources in any significant manner. The version that will be deployed in October will only have limited printing capabilities but the November release will include the batch printing that allow printing of complete charts. 5