XchangER Help

1. About XchangER
2. FAQ
3. Training Tools
4. Contact Sansio Solution Center

1. [+]  Adding XchangER Users: (PDF )

   There are three roles/permissions that can be used for XchangER:
   
       XchangER: This role will allow a user access to view and print ePCR's on an authenticated device.
       XchangER Operations: This role will allow a user access to access the Setup -> Users page at https://healthems.com and view and print ePCRs on an authenticated device.
       XchangER Admin: This role will allow a user to authenticate new devices via the Manage XchangER Configurations page, access the Setup -> Users page at https://healthems.com , and view and print ePCRs on an authenticated device.
   
   For those with the appropriate security role, follow these steps to setup user accounts:

   1. Navigate to https://healthems.com and login with a valid username and password.
      
      
      
      
   2. Hover over Setup on the menu bar and click on the Users menu item.
      
   3. Complete the required information in the User Groups form and click the Add User button. (NOTE: Only XchangER, XchangER Operations, and XchangER Admin permissions will work with XchangER.)
      
      
      
      NOTE: Each XchangER user can access myHealthEMS -> myAgency -> myAccount at any time to edit their own contact information, Password Question and Answer, or Password. Do not complete the Notification Preferences section as this does not apply to XchangER users.
      
      
      
      

   [-]  Adding XchangER Users: (PDF )

2. [+]  Authenticating XchangER Devices: (PDF )

   XchangER has been designed to allow authenticated devices to access a list of the PCRs associated to a specific configuration without requiring the user to log in. This initial view does not contain any PHI if the Patient's initials are removed (Agency configuration option).
   
   Users will be required to log in with their user credentials when viewing or printing any PHI including PCRs, attachments, or hospital information which has been added to an XchangER record. There are two options for authenticating XchangER devices:
   
   

   1. Authentication Cookie Only: An XchangER Admin may install an authentication cookie on each Windows User profile which will need access. When utilizing the authentication cookie only method, if the cookie is deleted by the user or a group policy, the XchangER Admin will need to install the cookie again.
      
      
   2. Authentication Cookie from a device displaying an approved public IP Address: An XchangER Admin may add a list of approved public IP Addresses on the Manage XchangER Configurations page. When completing this step, an authentication cookie will also be distributed to the Windows User profile.
      However, should the cookie be deleted in this instance, and the device is displaying an approved public IP Address, the XchangER or XchangER Operations user will be redirected to an Install XchangER Configurations page where they can click the Install Cookie button to install the cookie without the aid of the XchangER Admin.
      
      

   To begin the authentication process on a new device, navigate to https://xchanger.healthems.com . A login window will be displayed. Users with the XchangER Admin role will be able to use their credentials to access the Install XchangER Configurations page.
   
   
   
   The XchangER Admin may utilize the "authentication cookie only method" by clicking the Install Cookie button. That Windows User Profile will then be able to access the non-PHI list of PCR's upon navigating to https://xchanger.healthems.com .
   
   The XchangER Admin may utilize the "authentication cookie from a device displaying an approved public IP Address method" by clicking the Configure button to add to the list of approved addresses. Once an IP address is added to the list of approved addresses, any XchangER or XchangER Operations user associated with this configuration will be able to install the authentication cookie from devices displaying the approved IP address without the aid of the XchangER Admin.
   
   
   
   In the event that the there is not an authentication cookie installed on the Windows User profile and the public IP address displayed by the device is already included in another XchangER configuration, the Install XchangER Configurations screen will display the Config ID and Description of the XchangER configuration which included the IP address.
   
   The XchangER Admin may click the link at the bottom of the page which reads, "Missing your Config? Click here if you are an XchangER Administrator." to access the Manage XchangER Configurations page for their XchangER Configuration.
   
   Once on the Manage XchangER Configurations page for your agency, the XchangER Admin can choose to authenticate the device with the "authentication cookie only method" or "authentication cookie from a device displaying an approved public IP Address method".
   
   
   
   

   [-]  Authenticating XchangER Devices: (PDF )

3. Competency Checklist (PDF Only)

4. [+]  Printing Pre-Hospital Care Reports: (PDF )

   1. Choose the number of PCRs to be printed:
      
      Print a single PCR:
      
      
      • Click on the record to be printed using a single left mouse click. If the Service Date is within the last three days, the Run Details panel will open. Click the print icon in the top left corner of the Run Details pane.
        
        Note: If the Service Date is older than three days and the run is marked as complete, the Run Details will no longer be available and the user will be asked to authenticate their user credentials to generate a PDF of the completed PCR. Continue to step 2.
        
        
        
        
      Print multiple PCRs:
      
      
      • Click on the print icon in the upper left corner of the XchangER Run Information page to generate a PDF of all PCRs displayed on the current page and are designated as Complete by the green fill and check mark.
        
            OR
        
        Add a checkmark to the check boxes in the Print column for specific completed PCRs, then click on the print icon in the upper left corner of the XchangER runs page. Continue to step 2.
        
        
        
        
   2. Enter a valid username and password
      
      
      
      
   3. The PCR will open in a new widow. To send the PDF file to the printer, click the print icon.
      
      NOTE: An electronic copy of this record may be saved by clicking the save icon. The file will be saved in a PDF format.
      
      
      
      

   [-]  Printing Pre-Hospital Care Reports: (PDF )

5. [+]  Resetting an Expired Password: (PDF )

   XchangER passwords will expire every 90 days. When a user's password has expired, that user will receive a "Warning: Your password has expired" message on the login window. Click the "Please go to HealthEMS to change your password" link.
   
   
   
   The user will then be redirected to https://healthems.com where they will be able to log in with their existing credentials.
   
   
   
   Upon logging in the user will be directed to a page where they will be required to enter the Current Password, New Password, and Retype New Password. Next, click the Save Changes button.
   
   
   
   Users can reset their password at any time by logging in to https://healthems.com . Then, navigating to myHealthEMS -> myAgency -> myAccount.
   
   
   
   On the myHealthEMS: Account Information page, a user can edit their own information including their Password, Password Question, and Password Answer. Once the changes are completed, click the Save Changes button.
   
   
   
   

   [-]  Resetting an Expired Password: (PDF )

6. [+]  Ticketing: (PDF )

   • Create an online support ticket:
     1. Click the icon to be redirected to https://healthems.com and log in with a valid user credential.
        
        
        
        
     2. Click the Ticket icon at the top right of the home page.
        
        
        
        
     3. Click the "Add a Ticket" link to create a new Ticket.
        
        
        
        
     4. Categorize the ticket with an Inquiry Type, Level 1, Level 2, etc. to route the ticket to a Sansio subject matter expert.
     5. Compose a message in the Ticket Description. Be as descriptive as possible.
     6. Click the "Add Ticket" button to send the ticket to Sansio.
        
        
        
        
     7. The ticket is successfully submitted when the ticket number is displayed. Please reference this number when calling the Solution Center after a ticket has been created for related inquiries.
        
        
        
        
   • Add an Activity to an Existing Ticket:
     1. Click the icon to be redirected to https://healthems.com and log in with a valid user credential.
        
        
        
        
     2. Click the Ticket icon at the top right of the home page.
        
        
        
        
     3. Click the ticket number to display the details of an existing ticket.
        
        
        
        
     4. Click the "Add an Activity" button to compose a message. Be as descriptive as possible.
     5. Click the Submit button to send the Ticket Activity to Sansio.
        
        
        
        
   • Viewing and replying to myMessages:
     1. Click the icon to be redirected to https://healthems.com and log in with a valid user credential.
        
        
        
        
     2. Hover the mouse over the Envelope icon at the top right of the home page. Next, click on myMessages link to view messages from the Sansio Solution Center.
        
        
        
        
     3. Click on the Subject line to view the myMessage.
        
        
        
        
     4. Choose to Reply, Forward or Delete the myMessage as appropriate.
        
        
        
        

   [-]  Ticketing: (PDF )

7. [+]  Using the Manage XchangER Configurations Page: (PDF )

   The Manage XchangER Configurations page will allow an XchangER Admin to manage configuration options for XchangER. These options include:
   
   

   1. Install an authentication cookie or authorize a device's public IP address to provide designated devices access to the XchangER runs panel.
   2. Modify the Facility Name which is displayed at the top of the runs panel.
   3. Include ePCRs on your runs panel when your facility has been designated a Transport To Facility (on by default), an On-Line Medical Facility, or a Transfer To facility.
   4. Include the Patient Initials in the Runs Panel.
   5. Include the Booklet Number in the Runs Panel and Filter criteria.
   6. Set the default number of PCRs per page.

   
   
   To begin the authentication process on a new device, navigate to https://xchanger.healthems.com . A login window will be displayed. Users with the XchangER Admin role will be able to use their credentials to access the Install XchangER Configurations page.
   
   
   
   On a previously authenticated device which has access to the XchangER runs panel, click the wrench icon in the top right corner to be prompted to log in as an XchangER Admin to access the Install XchangER Configurations page. On a previously authenticated device which has access to the XchangER runs panel, click the wrench icon in the top right corner to be prompted to log in as an XchangER Admin to access the Install XchangER Configurations page.
   
   
   
   On the Install XchangER Configurations page, click the Configure button to go to the Manage XchangER Configurations page.
   
   
   
   On the Manage XchangER Configurations page, an XchangER Admin may add the public IP address of a pc by clicking the "Add Ip Address" link. XchangER will automatically populate the current public IP address being displayed by the pc. As an additional security measure, if the check box for "Restrict access to configured IPs" is checked, the Install Cookie button will only appear if the pc is displaying an approved public IP address.
   
   
   
   To save any changes made to the Manage XchangER Configurations page, click Submit. Users will be required to enter an XchangER Admin credential to save the changes.
   
   
   
   When finished, click the "Navigate to XchangER Runs Page" link at the bottom of the Manage XchangER Configurations page to return to the main XchangER runs panel.

   [-]  Using the Manage XchangER Configurations Page: (PDF )

8. [+]  Using the XchangER Filter: (PDF )

   The XchangER Runs Panel displays a list of Prehospital Care Reports (PCRs) that is sequential with the most current Left Scene Time at the top of the page. The number of results displayed may be adjusted with the drop down list in the page navigation bar. The default number of runs displayed is configurable via the Manage XchangER Configurations page.
   
   When clicking the Filter link in the upper left corner of the page the default filter will be applied and the XchangER filter panel will open. The default filter is set to display the PCRs from the last day with no further criteria selected.
   
   To change the filter, select the desired filter criteria and click the Filter button. The PCRs displayed below the filter will be limited to the filter criteria that have been selected.
   
   To hide the filter and show unfiltered results, click the Remove Filter link.
   
   
   
   

   [-]  Using the XchangER Filter: (PDF )

9. [+]  Viewing Run Details: (PDF )

   To view the Run Details for a record if the Service Date is within the last three days, click on that record using a single left mouse click.
   
   
   
   This panel will provide a more detailed view of the Initial Assessment, Vitals, Provider Impressions, etc. Viewing this information while the patient is still en route can be helpful in making the appropriate preparations for that patient's arrival.
   
   NOTE: The information in the Run Details panel does not contain PHI.

   [-]  Viewing Run Details: (PDF )

"XchangER Runs"