Welcome .......................................................................................................................................................................1 Getting Started .............................................................................................................................................................2 System Setup Wizard ............................................................................................................................................
Adding Healthcare Providers in Create New Person .......................................................................................84 Adding Insurance Information in Create New Person ......................................................................................85 Download ...............................................................................................................................................................86 My Data—Download Overview .....................................
Reviewing Most Recent Health Records..................................................................................................135 Reviewing All Health Records ..................................................................................................................136 Creating a New Health Record ................................................................................................................137 Editing a Health Record ..........................................................
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 ....................................................................................
Creating New Letter Templates .....................................................................................................................248 Editing Letter Templates ................................................................................................................................249 Deleting Letter Templates ..............................................................................................................................250 Build Custom Reports ...........................
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 ........................
Using the Enable/Disable Features Function .................................................................................................354 System Info ..........................................................................................................................................................355 System Info Overview ....................................................................................................................................356 Reviewing and Printing System Info ......
Welcome ( v1.1 ) 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.
Getting Started ( v1.4 ) 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.
Getting Started ( v1.4 ) Getting Started Version: 1.
Getting Started ( v1.4 ) Insulin Pump Systems – Click on your device below for text instructions. Click Show Me for a visual demonstration. Getting Started Version: 1.
Getting Started ( v1.4 ) Health Management Devices – Click on your device below for text instructions. Click Show Me for a visual demonstration. To get the greatest benefit from the 1. 2. 3. 4.
Getting Started ( v1.4 ) Having personal information handy is helpful as you set up your profile in the software.
System Setup Wizard ( v1.1 ) System Setup Wizard The System Setup Wizard takes you through steps to enter necessary information to make the your health. The Wizard prompts you for your preferences for certain settings to personalize the a useful tool in helping manage 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.
System Setup Wizard ( v1.1 ) 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 bG Graph Range Screens If you chose mg/dL on the previous screen, the following screen displays.
System Setup Wizard ( v1.1 ) 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. 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.
System Setup Wizard ( v1.1 ) 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 Wizard ( v1.1 ) Add First User Confirmation Box This window informs you that you are about to add yourself as the one and only user of the If you want to add yourself as the one and only user of the click NO. until you add other users. , click YES. If you do not want to add yourself as the one and only user, For more information on how to add other users, click here. System Setup - Summary This screen reviews the choices. options you have chosen for the display of your information.
Options After Set-Up ( v1.1 ) 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 Version: 1.
Navigating the System ( v1.2 ) 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 .
Navigating the System ( v1.2 ) performing List Management functions, and finding System Info. Administrative Functions Perform functions such as Backup, Restore, and Enable/Disable, and determine System Settings. 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.
Navigating the System ( v1.2 ) 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. 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.
Navigating the System ( v1.2 ) labels for each navigation choice. Tabs 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. These tabs are examples that display on a graph window. Expand and Collapse Buttons Click the button to display an expandable list of features within a feature set. (Expand button) Once the list is expanded, the Collapse button displays next to the feature set.
Navigating the System ( v1.2 ) to make choices in the . These are examples of option buttons. In this example the option selected is 3 charts. Check boxes 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 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 dropdown arrow. Highlight and click the selection.
Navigating the System ( v1.2 ) Navigating the System Version: 1.
Using Help ( v1.2 ) 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 software to do the following: ● ● ● is much the same way you navigate the Help in any Get help you need to accomplish your task.
Using Help ( v1.2 ) The Toolbar consists of buttons used to navigate the Help system and print selected topics. 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.
Using Help ( v1.2 ) 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 ) 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. 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.
Using Help ( v1.2 ) ● ● ● ● 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.
Using Help ( v1.2 ) You can navigate the Answer Wizard tab by using the keyboard or the mouse. 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.
Using Help ( v1.2 ) 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.
Main Menu ( v1.1 ) Main Menu Main Menu Version: 1.
Main Menu ( v1.1 ) 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 .
Download ( v1.4 ) Download Download Version: 1.
Download ( v1.4 ) 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 .
Download ( v1.4 ) 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.
Download ( v1.4 ) 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.
Download ( v1.4 ) 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Active Meter for Communication The process for preparing the are using. meter for communication varies depending on which model you Follow these instructions for these meters: 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. 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.
Download ( v1.4 ) 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Aviva Meter for Communication Before attempting to connect the these recommendations: ● ● ● ● ● meter for communication with the , follow 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Aviva Combo Meter for Communication Before attempting to connect the follow these recommendations: ● ● ● ● ● meter for communication with the , 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Aviva Connect Meter for Communication The meter communicates with the connects the meter to the computer. through a USB cable that 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Aviva Expert Meter for Communication Before attempting to connect the follow these recommendations: ● ● ● ● ● meter for communication with the , 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.
Download ( v1.4 ) 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Aviva Nano Meter for Communication Before attempting to connect the follow these recommendations: ● ● ● ● ● meter for communication with the , 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Compact Meter for Communication Before attempting to connect the these recommendations: ● ● ● ● ● meter for communication with the , follow 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Compact Plus Meter for Communication Before attempting to connect the follow these recommendations: ● ● ● ● ● meter for communication with the , 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.
Download ( v1.4 ) 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.
Download ( v1.4 ) ACCU-CHEK, ACCU-CHEK 360°, and D-TRONplus are trademarks of Roche. All other product names are property of their respective owners. Preparing the ACCU-CHEK® D-TRONplus Insulin Pump for Communication Version: 1.
Download ( v1.4 ) Preparing the ACCU-CHEK® Go Meter for Communication Before attempting to connect the these recommendations: ● ● ● ● ● meter for communication with the , follow 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.
Download ( v1.4 ) ACCU-CHEK, ACCU-CHEK 360°, and ACCU-CHEK GO are trademarks of Roche. All other product names are property of their respective owners. Preparing the ACCU-CHEK® Go Meter for Communication Version: 1.
Download ( v1.4 ) 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Integra Meter for Communication Before attempting to connect the these recommendations: ● ● ● ● ● meter for communication with the , follow 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Mobile Meter for Communication The process for preparing the are using. meter for communication varies depending on which model you Follow these instructions for this meter: Show me how to put my meter in communication mode. Before attempting to connect the these recommendations: ● ● ● ● ● meter for communication with the , follow Check the USB connection. Make sure the infrared cable is securely inserted into a USB port on your computer.
Download ( v1.4 ) 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Performa Meter for Communication Before attempting to connect the follow these recommendations: ● ● ● ● ● meter for communication with the , 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Performa Combo Meter for Communication Before attempting to connect the , follow these recommendations: ● ● ● ● ● meter for communication with the 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Performa Connect Meter for Communication The meter communicates with the connects the meter to the computer. through a USB cable that 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Performa Expert Meter for Communication Before attempting to connect the , follow these recommendations: ● ● ● ● ● meter for communication with the 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.
Download ( v1.4 ) 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Performa Nano Meter for Communication Before attempting to connect the , follow these recommendations: ● ● ● ● ● meter for communication with the 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Spirit Insulin Pump for Communication Before attempting to connect the follow these recommendations: ● ● ● ● ● insulin pump for communication with the , 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.
Download ( v1.4 ) ACCU-CHEK, ACCU-CHEK 360°, and ACCU-CHEK SPIRIT are trademarks of Roche. All other product names are property of their respective owners. Preparing the ACCU-CHEK® Spirit Insulin Pump for Communication Version: 1.
Download ( v1.4 ) Putting the ACCU-CHEK® Spirit Combo Insulin Pump in Communication Mode The built-in infrared interface on the bottom of the transfer data between the insulin pump and the computer. To prepare the 1. Put the insulin pump for communication: insulin pump in STOP mode. 2. Press 3. Press insulin pump enables the user to to move to the Data Transfer screen shown on the insulin pump's display. Press to select. . Show me how to put the insulin pump in communication mode. 4.
Download ( v1.4 ) 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.
Download ( v1.4 ) Preparing the ACCU-CHEK® Voicemate Plus for Communication Before attempting to connect the follow these recommendations: ● ● ● ● ● for communication with the , 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.
Download ( v1.4 ) Auto Detect Auto Detect Version: 1.
Download ( v1.4 ) 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.
Data Synchronization ( v1.6 ) Data Synchronization Data Synchronization Version: 1.
Data Synchronization ( v1.6 ) Synchronizing Data with an Online Account The Data Synchronization function in the an System online account. enables you to synchronize health information with To synchronize data, you must first pair your Synchronization Settings feature. database with an online account using the Data 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.
My Data ( v1.3 ) My Data My Data Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) ❍ ❍ ❍ ❍ ❍ ● Logbook and Records – accesses information about the selected person's health.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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... ...
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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. 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.
My Data ( v1.3 ) ❍ ❍ ❍ ❍ 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: ❍ ❍ ❍ 2. 3. 4. 5.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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 Change Person – Click person's data. to navigate back to the Main Menu window. to open the Select Person dialog box to access a different Note: If only one person's data has been entered into the Person.
My Data ( v1.3 ) Locating and Selecting a Person If more than one person's data is entered in the Person dialog box before you can use any My Data options. , you must specify a person in the Select 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Creating People Creating People Version: 1.
My Data ( v1.3 ) Creating a Person This procedure creates a record in the about the person. for a person. In this record you can store information 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Setting Time Blocks and Workdays in Create New Person—Day 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.
My Data ( v1.3 ) Adding Healthcare Providers in Create New Person Healthcare providers information can be added to a new person using the Create New Person—Healthcare 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.
My Data ( v1.3 ) Adding Insurance Information in Create New Person Insurance information can be added to a new person using the Create New Person—Insurance 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.
My Data ( v1.3 ) Download Download Version: 1.
My Data ( v1.3 ) My Data—Download 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 stored data. . You can create reports and edit 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 .
My Data ( v1.3 ) 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 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.
My Data ( v1.3 ) Summary Summary Version: 1.
My Data ( v1.3 ) My Data—Summary 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) My Profile My Profile Version: 1.
My Data ( v1.3 ) My Data—My 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.
My Data ( v1.3 ) My Profile—Personal Information My Profile—Personal Information Version: 1.
My Data ( v1.3 ) My Profile—Personal 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 .
My Data ( v1.3 ) 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.
My Data ( v1.3 ) My Profile—Diabetes Therapy My Profile—Diabetes Therapy Version: 1.
My Data ( v1.3 ) My Profile—Diabetes 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.
My Data ( v1.3 ) Updating a Diabetes Therapy Plan The My Profile: Diabetes Therapy Display Window—Current 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.
My Data ( v1.3 ) Reviewing Diabetes Therapy History The My Profile: Diabetes Therapy Display Window—History 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.
My Data ( v1.3 ) My Profile—Targets and Events My Profile—Targets and Events Version: 1.
My Data ( v1.3 ) My Profile – Targets and Events Overview My Profile under My Data enables you to review or modify information about the selected person.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) My Profile—Day and Week My Profile—Day and Week Version: 1.
My Data ( v1.3 ) My Profile—Day 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.
My Data ( v1.3 ) Changing a Schedule in My Profile—Day 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.
My Data ( v1.3 ) My Profile—Healthcare Providers My Profile—Healthcare Providers Version: 1.
My Data ( v1.3 ) My Profile—Healthcare Providers Overview My Profile under My Data enables you to review or change your information.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) My Profile—Insurance Providers My Profile—Insurance Providers Version: 1.
My Data ( v1.3 ) My Profile—Insurance Providers Overview My Profile under My Data enables you to review or modify information about the selected person.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Logbook and Records Logbook and Records Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Logbook and Records—Logbook and Records Logbook and Records—Logbook and Records Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Using the Diary Tab Use the Logbooks and Records: Logbook—Diary 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Changing a Diary Record Use the following steps when you want to change the person's health information using the Diary tab underLogbook 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Using the Record List Tab Use the Logbooks and Records: Logbook—Record 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.
My Data ( v1.3 ) Logbook and Records – Total Daily Dose Logbook and Records – Total Daily Dose Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Logbook and Records – Statistics Logbook and Records – Statistics Version: 1.
My Data ( v1.3 ) 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 Logbook and Records – Statistics Overview Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Logbook and Records—Health Records Logbook and Records—Health Records Version: 1.
My Data ( v1.3 ) Logbook and Records—Health 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Logbook and Records—Medications Logbook and Records—Medications Version: 1.
My Data ( v1.3 ) Logbook and Records—Medications 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Logbook and Records—Complications Logbook and Records—Complications Version: 1.
My Data ( v1.3 ) Logbook and Records—Complications 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 Logbook and Records—Complications Overview Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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. 2. 3. 4. Be sure you want to permanently delete this information because this action cannot be reversed. Click Patient Management on the Main Menu window to open the Select Patient dialog box.
My Data ( v1.3 ) Logbook and Records—Education Logbook and Records—Education Version: 1.
My Data ( v1.3 ) Logbook and Records—Education 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 Logbook and Records—Education Overview Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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. 2. 3. 4. Be sure you want to permanently delete this information because this action cannot be reversed. Click Patient Management on the Main Menu window to open the Select Patient dialog box.
My Data ( v1.3 ) Logbook and Records—Visit Notes Logbook and Records—Visit Notes Version: 1.
My Data ( v1.3 ) Logbook and Records—Visit 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 Logbook and Records—Visit Notes Overview Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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. 2. 3. 4. Be sure you want to permanently delete this information because this action cannot be reversed.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Logbook and Records – Health Records Quick Entry Logbook and Records – Health Records Quick Entry Version: 1.
My Data ( v1.3 ) 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 Health Records Quick Entry Overview Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Graphs Graphs Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) How to Print, E-mail, or Fax Using the Trend Graph Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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 Using the Standard Day Graph Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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 Using the Standard Week Graph Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Metabolic Control Graph Window Learn About the My Data Window How to Print, E-mail, or Fax Using the Metabolic Control Graph Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Target Graph Window Learn About the My Data Window How to Print, E-mail, or Fax Using the Target Graph Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) How to Print, E-mail, or Fax Using the Insulin Pump Summary Graph Version: 1.
My Data ( v1.3 ) Structured Testing Structured Testing Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 3-Day Profile 3-Day Profile Version: 1.
My Data ( v1.3 ) 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. 3Day 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) Favorite Reports Favorite Reports Version: 1.
My Data ( v1.3 ) 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.
My Data ( v1.3 ) 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. 2. 3. 4. Click Patient Management on the Main Menu window to open the Select Patient dialog box.
My Data ( v1.3 ) 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. 2. 3. 4. 5. 6. Click Patient Management on the Main Menu window to open the Select Patient dialog box.
My Data ( v1.3 ) 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. 2. 3. 4. 5. Click Patient Management on the Main Menu window to open the Select Patient dialog box.
My Data ( v1.3 ) 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. 3.
Population Management ( v1.1 ) Population Management Population Management Version: 1.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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/emailing/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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) Query Groups Query Groups Version: 1.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) Creating Query Groups Query groups enable you to create dynamic sets of patients, based on the criteria that you select. 1. 2. 3. 4. 5. 6. 7. Click Population Management on the Main Menu window to open the Select Group dialog box. In the Select Group dialog box click Create New to open the Create New Group dialog box. Make the appropriate entries and select Query Group in the Create New Group dialog box then click OK.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) Static Groups Static Groups Version: 1.
Population Management ( v1.1 ) 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 Learn About Static Groups Version: 1.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) Summary and Set Group Information Summary and Set Group Information Version: 1.
Population Management ( v1.1 ) Population Management—Group 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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. 2. 3. 4. Be sure you want to change this information for all group members because this action cannot be reversed. Click Population Management on the Main Menu window to open the Select Group dialog box.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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 Managementwindow opens. 4.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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 Management—Group Summary window appears. 3. Click View/Edit to view or edit the list of members or the criteria used to generate the group.
Population Management ( v1.1 ) Graphs Reports Graphs Reports Version: 1.
Population Management ( v1.1 ) Population Management—Graphs 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.
Population Management ( v1.1 ) Using the Group Trend Graph Follow these steps to use the features of the Group Trend Graph: 1. 2. 3. 4. 5. 6. 7. Click Population Management on the Main Menu window to open the Select Group dialog box. Select the group you want from the list. The Population Management window opens. On the left navigation panel, click Group Trend to open the Group Trend Graph window. Use the display options to select the date range for data to be included in the display.
Population Management ( v1.1 ) Using the Distribution List Report Follow these steps to use the features of the Distribution List Report: 1. 2. 3. 4. 5. 6. Click Population Management on the Main Menu window to open the Select Group dialog box. Select the group you want from the list. The Population Management window opens. On the left navigation panel, click Distribution List to open the Distribution List Report window.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Population Management ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) Advanced Reporting Advanced Reporting Version: 1.
Advanced Reporting ( v1.
Advanced Reporting ( v1.1 ) Print/E-mail/Fax Letters Print/E-mail/Fax Letters Version: 1.
Advanced Reporting ( v1.1 ) 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 ) 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/Email/Fax Letters – Select Patient screen. 3. Click the Select from drop-down arrow and select Patients from the list. 4.
Advanced Reporting ( v1.1 ) 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/Email/Fax Letters – Select Patient screen. 3. Click the Select from drop-down arrow and select Groups from the list.
Advanced Reporting ( v1.1 ) Print/E-mail/Fax Reports Print/E-mail/Fax Reports Version: 1.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) Build Letters Build Letters Version: 1.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) Deleting Letter Templates The Build Letters function enables you to delete letter templates from the . Follow these steps to delete a letter template: 1. 2. 3. 4. 5. Click Advanced Reports and Letters in the Main Menu window. Click Build Letters in the Advanced Reports and Letters menu window. Select the letter template you want to delete in the Build Letters dialog box. Click Delete.
Advanced Reporting ( v1.1 ) Build Custom Reports Build Custom Reports Version: 1.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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. 2. 3. 4. 5. Click Advanced Reports and Letters in the Main Menu window. Click Build Custom Reports in the Advanced Reports and Letters menu window. Select the reports you want to delete in the Build Custom Reports dialog box. Click Delete.
Advanced Reporting ( v1.1 ) Build Batch Reports Build Batch Reports Version: 1.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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.
Advanced Reporting ( v1.1 ) 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. 2. 3. 4. 5. Click Advanced Reports and Letters in the Main Menu window. Click Build Batch Reports in the Advanced Reports and Letters menu window. Select the batch reports you want to delete in the Build Batch Reports dialog box. Click Delete.
Tools ( v1.0 ) Tools Tools Version: 1.
Tools ( v1.0 ) 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 Tools menu window to return to the Main Menu. functionality you want to use.
Tools ( v1.0 ) Import Import Version: 1.
Tools ( v1.0 ) Import Overview The Import function lets you transfer your data to the through the steps necessary to import a file. from a file. A series of screens walk you 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.
Tools ( v1.0 ) Importing a File A series of screens walk you through the steps needed to import a file into the . Follow these steps: 1. 2. 3. 4. 5. Click Tools on the Main Menu window to open the Tools menu window. Click Import from the Tools menu. Select a file to import from the Import - Select File screen and click NEXT. Select one or more people to import from the Import - Patient List screen and click NEXT.
Tools ( v1.0 ) Import—Query Overview The Import function lets you transfer your queries to the you through the steps necessary to import query files. from a file. A series of screens takes During the import process, you can select which queries you want to import into the the import finishes, summary information appears for your review. Note: A query is used to create a dynamic group. Related Links Importing a Query Import—Query Overview Version: 1.0 266 .
Tools ( v1.0 ) 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.
Tools ( v1.0 ) Import—Custom Report Overview The Import function lets you transfer your custom report templates to the screens takes you through the steps necessary to import custom report templates. . A series of 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.
Tools ( v1.0 ) 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.
Tools ( v1.0 ) Export Export Version: 1.
Tools ( v1.0 ) Export Overview The Export function lets you transfer your data from the you through the steps necessary to export a file. to a file. A series of screens walk 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 Export Overview Version: 1.
Tools ( v1.0 ) Exporting People A series of screens take you through the steps needed to export a file from . Follow these steps: 1. 2. 3. 4. 5. 6. 7. 8. Click Tools on the Main Menu window to open the Tools menu window. Click Export from the Tools menu. From the Export-Select Type screen, select People and click NEXT. 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.
Tools ( v1.0 ) Export Groups Overview The Export Groups function lets you copy patient group data from the 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 Export Groups Overview Version: 1.0 273 to a file. A series of .
Tools ( v1.0 ) Exporting Groups A series of screens take you through the steps needed to export a file from the . Follow these steps: 1. 2. 3. 4. Click Tools on the Main Menu window to open the Tools menu window. Click Export from the Tools menu. From the Export-Select Type screen, select Patients. 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. 6. 7. 8.
Tools ( v1.0 ) Export—Queries Overview The Export function lets you copy queries from the through the steps necessary to export a query. to a file. A series of screens take you During the export process, you can select which queries you want to export from the Export—Queries Overview Version: 1.0 275 .
Tools ( v1.0 ) Exporting Queries A series of screens takes you through the steps needed to export a file from the . Follow these steps: 1. 2. 3. 4. 5. Click Tools on the Main Menu window. Click Export on the Tools menu window. From the Export-Select Type screen, select Queries from the Select File Type box. Select one or more queries to export on the Export - Select Queries screen and click NEXT. Select or create a file to export on the Export - File Save screen, and click NEXT.
Tools ( v1.0 ) Export—Custom Report Overview The Export function lets you copy custom report templates from the screens takes you through the steps necessary to export custom report templates. to a file. A series of During the export process, you can select which custom report templates you want to export from the . Related Links Exporting Custom Reports Export—Custom Report Overview Version: 1.
Tools ( v1.0 ) Exporting Custom Reports A series of screens takes you through the steps needed to export custom report templates from the . Follow these steps: 1. 2. 3. 4. 5. Click Tools on the Main Menu window. Click Export on the Tools menu window. Select Custom Reports from the Export - Select Type screen. Select one or more reports to export on the Export - Select Custom Reports screen, and click NEXT. Select or create a file on the Export - File Save screen, and click NEXT.
Tools ( v1.0 ) Clear Device Memory Clear Device Memory Version: 1.
Tools ( v1.0 ) 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.
Tools ( v1.0 ) 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.
Tools ( v1.0 ) Set Device Time/Date Set Device Time/Date Version: 1.
Tools ( v1.0 ) 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.
Tools ( v1.0 ) Setting Date and Time You may set the date and time of your Set Date and Time function. device to match the date and time of the computer by using the 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.
Tools ( v1.0 ) Device Utilization Device Utilization Version: 1.
Tools ( v1.0 ) 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 Device Utilization Overview Version: 1.
Tools ( v1.0 ) 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.
Tools ( v1.0 ) Merge Patients Merge Patients Version: 1.
Tools ( v1.0 ) Merge Patients Overview The Merge Patients function lets you merge patients in the through the steps necessary to merge patients. . A series of screens takes you 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.
Tools ( v1.0 ) 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.
Settings ( v1.1 ) Settings Settings Version: 1.
Settings ( v1.1 ) 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 Overview Version: 1.
Settings ( v1.1 ) Preferences Preferences Version: 1.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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 Preferences—Formatting 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.
Settings ( v1.1 ) 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 Preferences—Formatting dialog box. 3. Click Units under the Systems option in the left navigation panel to display the Preferences—Units dialog box.
Settings ( v1.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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 Preferences—Graphs dialog box. 4. Select the option for the Y-Axis display range you want to use for bG measurements in graphs in the .
Settings ( v1.1 ) 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. 2. 3. 4. Click Settings on the Main Menu window. Click Preferences on the Settings menu window to open the Preferences dialog box. Click the symbol to the left of Reports, and then click Logo to view the Preferences – Logo dialog box. Set the Report header logo preference.
Settings ( v1.1 ) 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 Preferences—Overdue Health Records dialog box. 4. Change the date range for selected health records.
Settings ( v1.1 ) 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 Preferences—Formatting dialog box. 3.
Settings ( v1.1 ) 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. 2. 3. 4. Click Settings on the Main Menu window. Click Preferences on the Settings menu window to open the Preferences dialog box. Click Auto-Export on the left navigation panel to view the Preferences – Auto-Export dialog box. Set the location for PDF file storage.
Settings ( v1.1 ) 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. 2. 3. 4. Click Settings on the Main Menu window. Click Preferences on the Settings menu window to open the Preferences dialog box. Click Set Device Date/Time to view the Preferences – Set Device Date/Time dialog box. Set the Device Date/Time preference.
Settings ( v1.1 ) 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. 2. 3. 4. Click Settings on the Main Menu window. Click Preferences on the Settings menu window to open the Preferences – Formatting dialog box. Click Show/Hide Features to view the Preferences – Show/Hide Features dialog box. Click to display (show) the list of features.
Settings ( v1.1 ) List Management List Management Version: 1.
Settings ( v1.1 ) List Management Overview Note: Depending on what features you have enabled in the may not appear. , some options shown below 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.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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 List Management Overview Version: 1.
Settings ( v1.1 ) 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 Management—Healthcare 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.
Settings ( v1.1 ) 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 Management—Healthcare Provider dialog box. 3. Select a healthcare provider to edit.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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. 2. 3. 4. Click Settings on the Main Menu window. Click List Management from the Settings menu window to display the List Management dialog box.
Settings ( v1.1 ) Creating a New Insulin Type using List Management You can enter information for a new insulin type in the . Follow these steps: 1. 2. 3. 4. 5. Click Settings on the Main Menu window. Click List Management from the Settings menu window to display the List Management dialog box. Click Insulin Types in the left navigation panel to display the List Management—Insulin Types dialog box. Click Create New to open the Create New Insulin Type dialog box.
Settings ( v1.1 ) Editing an Insulin Type using List Management You can select which user-created insulin types are available for selection within the you can make needed changes to the user-created insulin type's category and name in the , and . 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.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) 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.
Settings ( v1.1 ) Managing the Complications List You can decide which complications body regions you want to have available in the managing the Complications list. by 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 Management—Complications dialog box. 4.
Settings ( v1.1 ) System Info System Info Version: 1.
Settings ( v1.1 ) System Info Overview The System Info function enables you to view and print the PC information includes the version of the and PC information. System and software. Access System Info from the Settings menu window and from theAdministrator Functions menu window. Related Links Viewing and Printing System Info System Info Overview Version: 1.
Settings ( v1.1 ) Viewing and Printing System Info In the System Info dialog box, you can view and print the PC information includes the version of the and PC information. System and 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.
Administrator Functions ( v1.1 ) Administrator Functions Administrator Functions Version: 1.
Administrator Functions ( v1.1 ) 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 .
Administrator Functions ( v1.1 ) User Administration User Administration Version: 1.
Administrator Functions ( v1.1 ) 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 to all computers running the as a networked application, the changes made to users apply on the network.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) Database Administration Database Administration Version: 1.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) Backup Backup Version: 1.
Administrator Functions ( v1.1 ) 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 Backup Overview Version: 1.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) Restore Restore Version: 1.
Administrator Functions ( v1.1 ) 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 is lost when you use the Restore function.
Administrator Functions ( v1.1 ) Using the Restore Function The Restore function enables you to restore information to the backup file. Follow these steps: 1. 2. 3. 4. 5. 6. from a previously created Click Restore on the Database Administration menu window. Click NEXT from the Restore - Clear Connections screen to disconnect all other current users (except you). Select the file you want to restore from the Restore - Select file screen. Click NEXT.
Administrator Functions ( v1.1 ) Performing a Database Integrity Check The Check Database Integrity function enables you to make sure the database in the properly. Follow these steps: 1. 2. 3. 4. Click Database Administration on the Administrator Functions menu window. Click Check Database Integrity on the Database Administration menu window. Review the results displayed in the Integrity Check dialog box. Click PRINT to print the results.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) Data Migration Data Migration Version: 1.
Administrator Functions ( v1.1 ) Data Migration Overview The Data Migration function enables the migration of data to the products. Data can be migrated to the from , or another . Note: Only users with administrative privileges within the function. Related Links Using the Data Migration Function Data Migration Overview Version: 1.
Administrator Functions ( v1.1 ) Using the Data Migration Function The Data Migration Utility enables products to the , administrators to copy data from other compatible . 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.
Administrator Functions ( v1.1 ) steps with another database, or click FINISH to end the current migration process. Related Links Data Migration Using the Data Migration Function Version: 1.
Administrator Functions ( v1.1 ) Audit Log Audit Log Version: 1.
Administrator Functions ( v1.1 ) 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).
Administrator Functions ( v1.1 ) 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 menu on the Main Menu window.
Administrator Functions ( v1.1 ) Enable/Disable Features Enable/Disable Features Version: 1.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) System Info System Info Version: 1.
Administrator Functions ( v1.1 ) 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 System Info Overview Version: 1.
Administrator Functions ( v1.1 ) 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 Reviewing and Printing System Info Version: 1.
Administrator Functions ( v1.1 ) Data Synchronization Data Synchronization Version: 1.
Administrator Functions ( v1.1 ) Data Synchronization Overview The Data Synchronization function in the an System online account. enables you to synchronize health information with Note: If you do not already have an online account, you can set up an account using the Data Synchronization Settings feature.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) Synchronizing Data with an Online Account The Data Synchronization function in the an System online account. enables you to synchronize health information with To synchronize data, you must first pair your Synchronization Settings feature. database with an online account using the Data 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.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) 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. Accessing Your Online Account Version: 1.
Administrator Functions ( v1.1 ) 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.
Administrator Functions ( v1.1 ) System Setup Wizard System Setup Wizard Version: 1.
Administrator Functions ( v1.1 ) 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 System Setup Wizard Overview Version: 1.
Administrator Functions ( v1.1 ) 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.
Miscellaneous ( v1.0 ) Miscellaneous Miscellaneous Version: 1.
Miscellaneous ( v1.0 ) 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.
Miscellaneous ( v1.0 ) 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. Adding the Program Icon to the Quick Launch Bar Version: 1.
Miscellaneous ( v1.0 ) 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.
Miscellaneous ( v1.0 ) 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. Using the Status Bar Version: 1.
Glossary ( v1.2 ) Glossary Glossary Version: 1.
Glossary ( v1.2 ) 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.
Glossary ( v1.2 ) 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.
Glossary ( v1.2 ) 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.
Glossary ( v1.2 ) 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.
This product fulfills the requirements of the European Directive 93/42/EEC on medical devices.