cc360 healthcenter administrator user manual · 12.2 enable/ disable modules ... in the users...
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Confidential
© 2015 CGI– All rights reserved 12 April 2017 Lautruhøj 10, 2750 Ballerup, Denmark
CC360 HealthCenter Administrator user manual
Release 3.9
CC360 HealthCenter Administrator user manual Release 3.9
Confidential
© 2015 CGI– All rights reserved 12 April 2017 Lautruhøj 10, 2750 Ballerup, Denmark
Product Identification
Product name Model/number
CGI CommunityCare360-HealthCenter (CC360-HC) Version 3.7
Manufacturer
Name of Company Address Representative
CGI Danmark A/S Lautruphoej 10
DK-2750 Ballerup
Denmark
Michael Zakarias
Conformity Assessment
Health Authority Registration Device classification and registra-
tion number Route to compliance
Health Canada Class I Medical Device
MDEL # 7049
Medical Devices Regulations SOR/98-282
FDA Class I Medical Device
Operator Number 10048035
21 Code of federal Regulations
Parts 800
Class I Medical device
No registration number is given for Class I devices.
Annex VII of the Medical Devices Directive 93/42/EEC.
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Declaration of Conformity
Manufacturer CGI Danmark A/S
Lautruphoej 10 DK-2750 Ballerup
Denmark
Authorized representative Not applicable
Conformity assessment procedure Annex VII of the Medical Devices Directive 93/42/EEC with amendments.
Product CGI CommunityCare360-HealthCenter (CC360-HC) Version 3.7
Risk Class Class I
We, the legal manufacturer hereby declare that the abovementioned product complies with the European Medical Device Directive 93/42/EEC, its amendments and its relevant transposition into all national laws of the member states into which we place the devices.
Signed in Ballerup 20. May 2015
Name and authority Michael Zakarias, R&D Director
Signature
List of changes
Version no. Date Produced by Changes
0.1 09.12.2014 Anand Packiam
Initial Version
1.0 20.08.2015 Khushboo
Verma
Published for release 3.5.1
1.1 16.11.2015 Anand Britto Upgraded to new system settings 3.5.2
2.0 07.12.2015 Khushboo Verma
Published for Release 3.5.2
3.0 18.05.2016 Khushboo Verma
Published for Release 3.6
4.0 09.09.2016 Khushboo
Verma
Published for Release 3.7
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Contents
1. Introduction ...........................................................................................................................6
2. Intended use .........................................................................................................................6
3. Product Specifications ...........................................................................................................6 3.1 Compatibility ..............................................................................................................6
4. Using CGI CommunityCare360 – HealthCenter Administrator Web ........................................6 4.1 Getting started ...........................................................................................................6 4.2 Product features ........................................................................................................7
5. User management .................................................................................................................8 5.1 User roles ..................................................................................................................8 5.2 Clinician users ......................................................................................................... 11 5.3 Citizen users ............................................................................................................ 14
6. Classification ....................................................................................................................... 18 6.1 Country classification ............................................................................................... 18 6.2 Region classification ................................................................................................ 21 6.3 Municipality classification ......................................................................................... 22 6.4 Diagnosis classification ............................................................................................ 23 6.5 Result codes classification ....................................................................................... 24 6.6 Organizational unit code classification...................................................................... 26 6.7 Citizen Organizational Unit....................................................................................... 27 6.8 Allergies .................................................................................................................. 29
7. Templates ........................................................................................................................... 30 7.1 Template Plans........................................................................................................ 30 7.2 Template Activities................................................................................................... 31 7.3 Template Questionnaires ......................................................................................... 33 7.4 Template Question .................................................................................................. 34 7.5 Template Answer Group .......................................................................................... 35 7.6 Template Answer ..................................................................................................... 37 7.7 Template Answer Alert............................................................................................. 38 7.8 Template Check List Items....................................................................................... 39 7.9 Template Continuity ................................................................................................. 41 7.10 Template Allowed Results ...................................................................................... 42
8. State algorithm .................................................................................................................... 43 8.1 Maintaining in SugarCRM ........................................................................................ 44 8.2 Validation rules ........................................................................................................ 44 8.3 Import using CC360 format ...................................................................................... 44 8.4 Calculation Logic ..................................................................................................... 44
9. System settings ................................................................................................................... 45 9.1 Maintaining in sugarCRM ......................................................................................... 46 9.2 Validation rules ........................................................................................................ 46 9.3 Configuration options ............................................................................................... 47 9.4 CC360 csv import format ......................................................................................... 51 9.5 Citizen important info ............................................................................................... 53 9.6 Maintaining in sugarCRM ......................................................................................... 53 9.7 Circle of Care .......................................................................................................... 54 9.8 Primary Care Physician/GP ..................................................................................... 55 9.9 Other Info / Notes .................................................................................................... 55
10. Logging ............................................................................................................................. 57 10.1 Access log reports ................................................................................................. 57 10.2 Transaction log reports .......................................................................................... 58 10.3 User activity reports ............................................................................................... 59
11. SMTP Settings (email Settings) ......................................................................................... 60 11.1 SMTP Settings ....................................................................................................... 60
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12. Procedures ........................................................................................................................ 62 12.1 Change unit for existing measurement type............................................................ 62 12.2 Enable/ Disable modules ....................................................................................... 62 12.3 Setting Decimal points for measurement types ....................................................... 63
13. Troubleshooting ................................................................................................................. 63
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1. Introduction
CGI CommunityCare60 HealthCenter Administration manual helps you to work with the CGI Communi-tyCare60 HealthCenter administration and configuration as an administrator or a clinician. The administra-tion web uses SugarCRM and incorporates features from SugarCRM that are described in this manual. SugarCRM is a web-based customer relation management, or CRM, tool that facilitates the management of multiple business roles. The SugarCRM application furthers the high standards set by the open source community around the world. Unlike most proprietary CRM offerings, all SugarCRM applications are na-tively built on the pure Open Source LAMP (also WAMP) platform: Linux or Windows, Apache or IIS, MySQL, PHP, and SugarCRM. It is highly recommended that no changes are made to Sugar CRM/ Admin module beyond the scope of this manual.
2. Intended use
CGI CommunityCare360 HealthCenter administrator is intended to administer and configure CGI Com-munityCare360 HealthCenter application. An administrator can implement access control on CC360 HC modules, create new modules or configure existing modules. The intended users for browser based administration application (CGI CommunityCare360 HealthCenter Administration Application) are the health professionals having an interest in configuration of the system and administrators for user management and other configurations. This document does not describe default features provided by SugarCRM that are not relevant for CGI CommunityCare360 HealthCenter. All yellow highlighted information needs localization. Please remove the highlights before distribution. This statement must be removed as well.
3. Product Specifications
This user manual describes CGI CommunityCare360 HealthCenter version 3.7.
3.1 Compatibility
3.1.1 Browser
CGI CommunityCare360 - HealthCenter Administrator Web portal is designed for use in the following browsers:
Browser name Version
Firefox 3+
Internet Explorer 9+
Chromium and Google Chrome
All
Safari 3.0+
4. Using CGI CommunityCare360 – HealthCenter Administrator Web
4.1 Getting started
4.1.1 How to find the administrator web portal
You can find the web portal for administrator at Insert link here
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4.1.2 Login
The login credentials as administrator are provided to you by CGI. Both user name and password are case sensitive. The limit of incorrect login attempts is set to five by default. If you fail to login within five attempts, the account will be locked. CGI support desk helps you unlock the account. Clinicians can as well log in to CGI CommunityCare360 HealthCenter administrator web using their regular clinician creden-tials.
Administrator has administrative privileges in SugarCRM to perform tasks such as creating users. Clini-cian users can access and use SugarCRM modules but do not have administrative privileges. To login
1. To access the CGI CommunityCare360 HealthCenter, click on the following link < Link>. 2. Go to the CC360 Login screen. 3. In the Username field, enter the username. 4. In the Password field, enter the password. 5. To login, click Login.
Now you are logged in successfully and directed to the Template Treatment Plans tab screen. 4.1.3 Log out
The logout option is available at the top of the portal.
To Logout
1. Click Log out located at the top right corner of the CGI CommunityCare360 screen. Now, you are successfully logged out and the Login screen appears again.
4.1.4 Forgot password
In case the user forgets password, an email with new generated password is sent upon click of link Forgot password.
4.2 Product features
SugarCRM Dashboard is opened after logging in. The following features are important features of administrator web:
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User management
Role management
Password management These features are described in detail in the following chapters.
5. User management Click on the Admin link from the top right corner to go to user management.
In the Users subtab screen, click the User Management link on left and the user page appears.
5.1 User roles
Field Name Field Type Description
Id Char(36)
Name Varchar(150) User Role Name
Description Text About the Role
User Roles enables you to group users according to the tasks that they need to perform and then define a set of privileges. User roles control what a user can do with a record once the system retrieves the record from the database. You can assign users to more than one role. When a user is assigned to multiple roles, the role with the more restrictive prevails. The Role page is available from the system links, in the top right corner of Sugar. To view available roles
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1. Login to Sugar with your administrator login and password 2. Click on the Admin link located at the top right corner.
3. In the Users sub tab screen, click the Role Management link and the Roles page appears. 4. Click List Roles to view the complete list.
5.1.1 Maintaining Role in sugarCRM
1. Click Create Role to add new role in Sugarcrm. 2. Enter the appropriate values in the required fields. 3. To add a new role to the database, click Save.
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5.1.2 Maintaining User and Change the privileges for the Role
In the Roles screen, you can manage and change privileges given to a user. Click the Role Name and Change the privileges based on the module (Access, Delete, View, Edit, Export, and Import.)
Click to change the privilages for Inidiviual Users Roles.
Add the Users as per the Role.
Select User to add to specific Role.
Click on Role to add Module Privileges
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5.2 Clinician users
Clinician User Management allows you to create, edit, activate, and deactivate users in Sugar and Clini-cian login.
Field Name Field Type Description
id char(36) Clinician Unique ID
user_ name varchar(60) Unique User Name
user_hash varchar(255) Clinician Password
first_name varchar(30) First Name
last_name varchar(30) Last Name
Email_address varchar(30) Email Address
description text About User
status varchar(100) Active, De-active
cls_organizational_units_id_c char(36) Organization ID
user_role_c varchar(100) User Role
user_logincount_c varchar(100) Login Count
Clinician_id_c text
Unique ID for clinician,
for example, National Provider Identifier, CPSO license
To create new user, go to User Management on Admin page, and click “Create New User”.
5.2.1 Maintaining User in sugarCRM
User Management allows you to create, edit, activate, and deactivate users in Sugar and Clinician login.
Create New User
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5.2.2 Import Users through CSV file
Check create new records only and click Next.
Confirm import file and properties:
Enter the User Name
Enter the Last Name
Enter the Password
Click Import Users.
Click Browse to import the csv file.
Enter email address
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Confirm Field Mappings
Map the module field with CSV file field.
Click next to import the data.
5.2.3 Teams and coordinators
The users can be assigned into teams, which can be created manually by the administrator. An organiza-tion can contain several teams, and teams can contain several users. To create and assign team:
Go to All tab
Select Teams
Click “Create Teams”
Fill out Name (and other fields if desired)
Click Save
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The users can now be assigned to the team in User Management by selecting the team. Coordinator
A user can be assigned the role as Team Coordinator. This allows them to assign tasks and activities between teams in CC360. A team can have more than one coordinator. To make a user a Team Coordinator, select Yes in the Team Coordinator field in User Management.
5.3 Citizen users
Field Name Field Type Description
id char(36) Citizen Unique ID
name varchar(255) Unique User Name
password varchar(255) Citizen Password
first_name varchar(255) First Name
last_name varchar(255) Last Name
national_unique_id varchar(255) National Unique ID
national_unique_id2_c varchar(255) National Unique ID 2
status varchar(100) Active, De-active
phone_number varchar(255) Phone Number
email_address varchar(255) Email Address
postal_address varchar(255) Postal Address
zip_code varchar(255) Zip Code
city varchar(255) City
guardian_name varchar(255) Guardian Name
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Field Name Field Type Description
guardian_phone varchar(255) Guardian Phone
guardian_address varchar(255) Guardian Address
cls_countries_id_c char(36) Country List
cls_municipalities_id_c char(36) Municipality List
cls_regions_id_c char(36) Regions List
cls_organizational_units_id_c char(36) Org Unit List
skype_id_c varchar(255) Skype ID
ctz_login_count_c ctz_login_count_c
test_c test_c
clinicianlist_c clinicianlist_c
citizenlist_c citizenlist_c
national_unique_id2_c national_unique_id2_c
dateofbirth_c dateofbirth_c
sendalarm_c sendalarm_c
gender_c gender_c
Citizen users are used to login to the Citizen Web portal. http://crm.ehealthbox.dk.logica.com/CitizenClient/citizenclient.html?locale=en Citizen User Management allows you to create, edit, and view users in SugarCRM
View Citizen List
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5.3.1 Maintaining Citizen User in sugarCRM
To add a new citizen
1. Click on the Create Patient link.
2. Enter the appropriate data in the required fields. For example User Name (Unique User Name), Password, First Name, Last Name, National Unique ID, Status, and so on.
3. To create the Citizen User in database (DB), click Save.
A new citizen user has been added to the database successfully. 5.3.2 Citizen User Validation rules
User Name: The Username is a unique and mandatory field.
Password: The Password is a mandatory field.
First Name: The First name is a mandatory field
Last Name: The Last Name is a mandatory field
National Unique ID: The National Unique ID is a mandatory field, eg CPR number or Social Se-curity Number
Status: By default, the status is set as Active for all users. 5.3.3 Import Citizen Users through CSV file
You can import users through CSV files used during migration and bulk update.
Enter the User Name
Create Patient
Enter a Password
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Select Create new records only option button and click Next.
Click Browse to import the csv file.
Click Import Patients
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Confirm import file and properties:
Confirm Field Mappings:
Map the module field with CSV file field. Click next to import the data.
6. Classification
6.1 Country classification
Field Name Field Type Description
id char(36) Unique Database ID
name varchar(255) Country Name
code varchar(255) Unique Country Code
valid_from date Valid From Date
valid_to date Valid To Date
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Country Code, Country Name is used throughout the application. The list of country and code is imported through CSV files.
6.1.1 Maintaining Country in sugarCRM
6.1.2 Validation rules
Code: The code is a mandatory field.
Name: The name is a mandatory field. 6.1.3 Import Country using CC360 format
Three Step to import the Country Data :
1. Upload import file (countrycode.csv) 2. Confirm import file Properties. 3. Confirm Field Mapping
Country Code Country Name
Valid From Date
Valid To Date
Click Countries
Create Countries
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Select to upload the file (csv)
View import Properties
Select Import
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6.2 Region classification
Field Name Field Type Description
id char(36) Unique Database ID
name varchar(255) Region Name
code varchar(255) Unique Region Code
valid_from date Valid From Date
valid_to date Valid To Date
6.2.1 Maintaining Region in sugarCRM
Create Region
Region Code
Region Name
Valid From Date Valid To Date
View Region
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6.2.2 Validation rules
Code: The Code is a mandatory field.
Name : The Name is a mandatory field. 6.2.3 Import using CC360 format
Follow the import method from CSV .
6.3 Municipality classification
Field Name Field Type Description
id char(36) Unique Database ID
name varchar(255) Municipality Name
code varchar(255) Unique Municipality Code
valid_from date Valid From Date
valid_to date Valid To Date
6.3.1 Maintaining in sugarCRM
Select Municipalities
Create Municipality
Municipality Code Municipality Name
Valid From Date Valid To Date
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6.3.2 Validation rules
Code: The Code is a mandatory field.
Name: The Name is a mandatory field. 6.3.3 Import using CC360 format
Follow the import method from CSV.
6.4 Diagnosis classification
Field Name Field Type Description
id char(36) Unique Database ID
name varchar(255) Diagnosis Name
code varchar(255) Unique Diagnosis Code
producer varchar(100) Producer
diagnosis_type_c varchar(100) Type
valid_from date Valid From Date
valid_to date Valid To Date
List Diagnosis
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6.4.1 Maintaining Diagnosis in sugarCRM
6.4.2 Validation rules
Code: The Code is a mandatory field.
Name: The Name is a mandatory field 6.4.3 Import using CC360 format
Follow the import method from CSV.
6.5 Result codes classification
Field Name Field Type Description
id char(36) Unique Database ID
name varchar(255) Result Code Name
code varchar(255) Unique Result Code
unit varchar(255) Unit Name
valid_from date Valid From Date
valid_to date Valid To Date
Create Diagnosis
Diagnosis Code
Diagnosis Name
Valid From Date
Valid To Date
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6.5.1 Maintaining Result Code in sugarCRM
6.5.2 Validation rules
Code: The Code is a mandatory field.
Name: The Name is a mandatory field.
Unit: The Unit is a mandatory field. 6.5.3 Import using CC360 format
Follow the import method from CSV.
List Result Codes
Create Result Code
Result Code Name Result Code
Valid To Date
Valid From Date
Select Result Codes
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6.6 Organizational unit code classification
Field Name Field Type Description
id char(36) Unique ID
name varchar(255) Org Unit Name
code varchar(255) Org Unit Code
ean_location_number varchar(255) EAN Number
postal_address varchar(255) Org Address
zip_code varchar(255) Zip Code
city varchar(255) Org City
phone_number varchar(255) Org Phone Number
ydernr varchar(255) Ydernr Code
sks_code varchar(255) SKS Code
valid_from date Valid From Date
valid_to date Valid To Date
Select Organizational Units
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6.6.1 Maintaining Organization Unit in sugarCRM
6.6.2 Validation rules
Code: The Code is a mandatory field.
Name: The Name is a mandatory field 6.6.3 Import using CC360 format
Follow the import method from CSV.
6.7 Citizen Organizational Unit
Field Name Field Type Description
Patient_unique_id Text ID for patient for the organi-zation Unit (e.g. hospital)
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
deleted tinyint(1) deleted
ctzn_citizen_cou_citizen_organizational_unit char(36) Organizational Unit
Org Unit Code Org Unit Name
Valid From Date
Valid To Date
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6.7.1 Maintaining in sugarCRM
6.7.2 Validation rules
Patient Unique ID: a mandatory field. 6.7.3 Import using CC360 format
Follow the import method from CSV.
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6.8 Allergies
The allergies are based on the ICD-10 classifications. To add an allergy to the list:
- Click “Create CC360_Allergy” To edit an existing allergy:
- Click the Edit button
6.8.1 Validation rules
Code: The Code is a mandatory field
Allergen: The Name is a mandatory field
Type: The Type is a mandatory field
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7. Templates
7.1 Template Plans
Field Name Field Type Description
id char(36) Unique ID
name varchar(255) Org Unit Name
code varchar(255) Org Unit Code
ean_location_number varchar(255) EAN Number
postal_address varchar(255) Org Address
zip_code varchar(255) Zip Code
city varchar(255) Org City
phone_number varchar(255) Org Phone Number
ydernr varchar(255) Ydernr Code
sks_code varchar(255) SKS Code
valid_from date Valid From Date
valid_to date Valid To Date
7.1.1 Maintaining in sugarCRM
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7.1.2 Validation rules
Code: The Code is a mandatory field.
Name: The Name is a mandatory field. 7.1.3 Import using CC360 format
Follow the import method from CSV.
7.2 Template Activities
7.2.1 Maintaining in sugarCRM
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The following new fields are added to the Template Activity: 1. Notify responsible 2. Instruction to Clinician To create a dependency for an activity:
- Click on the arrow in the “Depend on”-field - Select an activity to create a dependency
7.2.2 Validation rules
Code: The Code is a mandatory field.
Name: The Name is a mandatory field 7.2.3 Activity type
Activity type Description Special effect
Appointment A physical meeting like a patient-doctor consultation
None
Measurement A measurement activity, like a heart rate reading
Possibility to add Measurement data directly from the Patients Overview / Calendar
Empowerment An empowerment activity like exercise Possibility for the patient to check if this empowerment activity has been com-pleted
Other Anything else None
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7.2.4 Import using CC360 format
Follow the import method from CSV.
7.3 Template Questionnaires
Field Name Field Type Description
id char(36) Unique ID
name varchar(255) questionnaire name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
questionnaire_id int(255) questionnaire_id
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7.3.1 Maintaining in sugarCRM
7.3.2 Validation rules
Questionnaire ID: The Questionnaire is a mandatory field. Name: The Name is a mandatory field 7.3.3 Import using CC360 format
Follow the import method from CSV.
7.4 Template Question
Field Name Field Type Description
id char(36) id
name varchar(255) Question name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
question_id int(255) question_id
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7.4.1 Maintaining in sugarCRM
7.4.2 Validation rules
Question ID: The Question Id is a mandatory field.
Question Name: The Name is a mandatory field 7.4.3 Import using CC360 format
Follow the import method from CSV.
7.5 Template Answer Group
Field Name Field Type Description
id char(36) id
name varchar(255) Answer Group
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
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Field Name Field Type Description
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
answrer_group_id int(255) answer_group_id
7.5.1 Maintaining in sugarCRM
7.5.2 Validation rules
Answer Group ID: The Answer Group Id is a mandatory field.
Answer Group Name: The Answer Group Name is a mandatory field 7.5.3 Import using CC360 format
Follow the import method from CSV.
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7.6 Template Answer
Field Name Field Type Description
id char(36) id
name varchar(255) Answer name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
answer_id int(255) answer_id
ta_template_answer_alert_id_c char(36) ta_template_answer_alert_id_c
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7.6.1 Maintaining in sugarCRM
7.6.2 Validation rules
Answer ID: The Answer Id is a mandatory field.
Answer Name: The Answer Name is a mandatory field 7.6.3 Import using CC360 format
Follow the import method from CSV.
7.7 Template Answer Alert
Field Name Field Type Description
id char(36) id
name varchar(255) name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
answer_alert_id int(255) answer_alert_id
answer_diagnosis varchar(100) answer_diagnosis
answer_alert_color varchar(100) answer_alert_color
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7.7.1 Maintaining in sugarCRM
7.7.2 Validation rules
Answer Alert ID: The Answer Alert Id is a mandatory field. Answer Alert Name: Answer Alert Name is a mandatory field 7.7.3 Import using CC360 format
Follow the import method from CSV.
7.8 Template Check List Items
Field Name Field Type Description
id char(36) id
name varchar(255) name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
check_list_id int(255) check_list_id
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7.8.1 Maintaining in sugarCRM
7.8.2 Validation rules
Check List ID: The Checklist ID is a mandatory field.
Name: The Name is a mandatory field. 7.8.3 Import using CC360 format
Follow the import method from CSV.
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7.9 Template Continuity
Field Name Field Type Description
id char(36) Unique DB Id
name varchar(255) name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
rel_to_date_value int(255) rel_to_date_value
rel_to_date_unit varchar(100) rel_to_date_unit
rel_from_date_value int(255) rel_from_date_value
rel_from_date_unit varchar(100) rel_from_date_unit
frequency_value int(255) frequency_value
frequency_unit varchar(100) frequency_unit
7.9.1 Maintaining in sugarCRM
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7.9.2 Validation rules
Name: The Name is a mandatory field
Continuity ID : The Continuity ID is a mandatory field 7.9.3 Import using CC360 format
Follow the import method from CSV.
7.10 Template Allowed Results
Field Name Field Type Description
id char(36) Unique DB Id
name varchar(255) name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
allowed_result_id int(255) allowed_result_id
fixed_value_c float Sets a fixed reference value
set_measurement_c tinyint Sets first measurement as ref-erence value
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7.10.1 Maintaining in sugarCRM
7.10.2 Validation rules
Result Code: The Result Code is a mandatory field.
Name: The Name is a mandatory field. 7.10.3 Import using CC360 format
Follow the import method from CSV.
8. State algorithm
Field Name Field Type Description
id char(36) Unique DB Id
name varchar(255) name
date_entered datetime date_entered
date_modified datetime date_modified
modified_user_id char(36) modified_user_id
created_by char(36) created_by
description text description
deleted tinyint(1) deleted
assigned_user_id char(36) assigned_user_id
diagnosis_type varchar(100) diagnosis_type
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8.1 Maintaining in SugarCRM
8.2 Validation rules
Code: The Code is a mandatory field.
Name: The Name is a mandatory field.
8.3 Import using CC360 format
Follow the import method from CSV.
8.4 Calculation Logic
2.16.4.1 Information used by state color calculation logic Algorithm uses two sets of information to calculate state color
1. STATE_MATRIX ,EVALUATION_TIME_INTERVAL, VALIDATION_TIME_FOR_RED, VALIDA-
TION_TIME_FOR_YELLOW -all details fetched from sugarcrm
2. actual results records (created through Clinicianweb, citizenweb,Tablet)
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2.16.4.2 Terms
1. VALIDATION_TIME
a. VALIDATION_TIME_FOR_RED - minutes that must pass before last actual result was received - if it exceeds this
number the state will go into RED
b. VALIDATION_TIME_FOR_YELLOW - minutes that must pass before last actual result was received - if it exceeds
this number the state will go into YELLOW
2. EVALUATION_TIME_INTERVAL - used if multiple actual result records are used in state calculation
3. VALIDATION_TIME_FOR_RED, VALIDATION_TIME_FOR_YELLOW , EVALUATION_TIME_INTERVAL values should be
set in minutes
2.16.4.3 Calculation Logic
1. State color calculation logic creates/updates state color records only if there exist any actual result for the citizen
2. State color calculation logic creates new state color record only if there exist no state color record meeting criteria
STATE_COLOR.RESULT_DATE=(ACTUAL_RESULT.MODIFIED_DATE of latest actual result)
3. State color calculation logic updates existing start color record if there exist a state color record meeting criteria
STATE_COLOR.RESULT_DATE=(ACTUAL_RESULT.MODIFIED_DATE of latest actual result)
4. State color calculation is triggered whenever one of these events happen
a. batch process started
b. reference value of allowed result through „clinicianweb->data&goals „is created or updated
c. actual results is created,or updated through i)clinicianweb,or ii)citizenweb,or iii)devices connected to android app/iOS
application,or iv)addResults SOAP service,v)corresponding REST resource
5. but delete operation of actual result would involve two actions
I. If there exist a state color record meeting criteria
STATE_COLOR.RESULT_DATE=(ACTUAL_RESULT.MODIFIED_DATE of latest actual result),delete this record
II. Invoke state color calculation
6. State indicator comment pop-up(displayed in citizenweb) picks up the latest record from STATE_COLOR based on CREAT-
ED_DATE,and not RESULT_DATE
7. State graph(clinicianweb->citizenOverview) would have RESULT_DATE values as x-axis
2.16.4.4 Examples
http://ws3.global.logica.com/sites/021078/CC360/eHBv3%20-%20SugarCRM/Design%20specification/
9. System settings
Field Name Field Type Description
id char(36) Unique DB Id
name varchar(255) Name
namespace varchar(255) Name Space
namespace_key varchar(255) Namespace Key
namespace_value varchar(255) Namespace Value
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9.1 Maintaining in sugarCRM
9.2 Validation rules
Namespace: The Name Space is a mandatory field.
Namespace Key: The Name space key is a mandatory field.
Namespace Value: The Name space Value is a mandatory field.
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9.3 Configuration options
Namespace Namespace key Namespace value
about address Lautruphoej 10, DK-2750 Ballerup, Denmark
citizen.calendar.appointments appointment.rescheduling yes
about ce Class I Medical device,No registration number is given for Class I devices(Annex VII of the Medical Devices Directive 93/42/EEC)
global.environment.properties citizenlogin.password.minLength 6
global.environment.properties citizenlogin.password.onelower FALSE
global.environment.properties citizenlogin.password.onenumber FALSE
global.environment.properties citizenlogin.password.oneupper FALSE
global.environment.properties citizenlogin.username.minLength 6
about citizenManualLink /doc/CC360HC_Citizen_User_Manual.pdf
global.environment.properties citizenweb.tabs
resultgoals.visible=true;diary.visible=true; questionnaires.visible=true;instructions.visible=true; calendar.visible=true;medications.visible=true; socialnetwork.visible=true;contacts.visible=true
ehealthbox.webservice.securekey.properties clinician.password.ignore TRUE
about clinicianManualLink /doc/CC360HC_Clinician_User_Manual.pdf
global.environment.properties clinicianweb.tabs
treatmentplan.visible=true;calendar.visible=true; resultgoals.visible=true;medications.visible=true; questionnaires.visible=true;instructions.visible=true; notes.visible=true;links.visible=true
about company © CGI Danmark A/S
citizenweb.networkui.datalimit.dairynotes.properties datalimit.dairynotes 10
citizenweb.networkui.datalimit.events.properties datalimit.events 10
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citizenweb.networkui.datalimit.medicine.properties datalimit.medicine 10
citizenweb.networkui.datalimit.results.properties datalimit.results 10
global.datagoals.datalimit.properties datalimit.results.count 20
global.timeline.default.startwindow.properties days.abeforday.present.time 30
global.questionnaire.default.endwindow.properties days.ahead.present.time 20
global.timeline.default.endwindow.properties days.aheaday.present.time 90
global.questionnaire.default.startwindow.properties days.before.present.time 10
citizenweb.networkui.datalimit.events.properties days.interval.ahead 20
citizenweb.networkui.datalimit.events.properties days.interval.behind 5
global.environment.properties debug TRUE
global.statecolor.notification.clinician distribution.email.send FALSE
global.environment.properties dropdown.editor.filepath /opt/sugarcrm-6.5.5/apps/sugarcrm/htdocs/custom /include/language/en_us.lang.php
ehealthbox.webservice.securekey.properties ehealthbox.webservice.securekey securekey
global.environment.properties email.notification.list [email protected]
global.environment.properties enable.email.notification TRUE
about fda Class I Medical Device ,Operator Number 10048035(21 Code of federal Regulations Parts 800)
finland.webservice.endpoint finland.webservice.endpoint.customer https://mob3.mobilog.info/mobilogapicc360/ws/
finland.webservice.endpoint finland.webservice.endpoint.site https://mob3.mobilog.info/mobilogapicc360/ws/
finland.webservice.endpoint finland.webservice.endpoint.workorder https://mob3.mobilog.info/mobilogapicc360/ws/
finland.webservice.endpoint finland.webservice.endpoint.workorderexport https://mob3.mobilog.info/mobilogapicc360/ws/
global.environment.properties global.clientname.text CGI DEV
global.environment.installation.properties global.personnumber.age.algorithm DK
citizenweb.incorrect.login.properties incorrect.login.attempts 5
clinicianweb.incorrect.login.properties incorrect.login.attempts 5
about license Class I Medical Device ,MDEL # 6334(Medical Devices Regulations SOR/98-282)
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clinicianweb.automatic.logout.properties minutes.to.automatic.logout 15
citizenweb.automatic.logout.properties minutes.to.automatic.logout 15
about name CGI CommunityCare360-HealthCenter(CC360-HC)
citizen.info nationalUniqueIdentifier.number.1.mask FALSE
citizen.info nationalUniqueIdentifier.number.1.mask.firstchars 4
citizen.info nationalUniqueIdentifier.number.1.mask.lastchars 4
citizen.info nationalUniqueIdentifier.number.2.mask FALSE
citizen.info nationalUniqueIdentifier.number.2.mask.firstchars 4
citizen.info nationalUniqueIdentifier.number.2.mask.lastchars 4
citizen.info nationalUniqueIdentifier.number.3.mask TRUE
citizen.info nationalUniqueIdentifier.number.3.mask.firstchars 4
citizen.info nationalUniqueIdentifier.number.3.mask.lastchars 4
citizen.info nationalUniqueIdentifier.number.4.mask FALSE
citizen.info nationalUniqueIdentifier.number.4.mask.firstchars 4
citizen.info nationalUniqueIdentifier.number.4.mask.lastchars 4
citizen.info nationalUniqueIdentifier.number.ssn 1
citizen.info nationalUniqueIdentifier.number.use 1
global.environment.properties nationalUniqueIdentifier.ssn.mask TRUE
global.environment.properties nationalUniqueIdentifier.ssn.mask.firstdigits FALSE
global.environment.properties nationalUniqueIdentifier.ssn.mask.lastdigits FALSE
global.environment.properties nationalUniqueIdentifier.ssn.regex ^(?!000|666)[0-8][0-9]{2}-(?!00)[0-9]{2}-(?!0000)[0-9]{4}$
global.environment.properties newresponsible.emailbody You are now responsible for activity
global.environment.properties newresponsible.emailsubject HealthCenter new responsible
whiteboard.page.limit page.limit 10
clinician.web.find.citizen.page.limit page.limit 20
about phoneneo +45 44784000
about representative Michael Zakarias
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citizenweb.timer.properties seconds.to.checksession 10
clinicianweb.timer.properties seconds.to.checksession 10
citizenweb.timer.properties seconds.to.refresh 5
clinicianweb.timer.properties seconds.to.refresh 5
whiteboard.timer.property seconds.to.refresh 10
global.webservice.securekey.properties security.phrase eHealthbox_Access_Granted_2_All_WebServices
global.skype.callcenter.user.properties skype.username cc360hc.test
global.environment.properties sugar.config.override.settings /opt/sugarcrm-6.5.5/apps/sugarcrm/htdocs/config_override.php
global.environment.properties sugar.home /opt/sugarcrm-6.5.5/apps/sugarcrm
about title About CC360 HC
about version CGI eHB v3.6 -rev 6501- Nov 06-2015
finland.webservice.endpoint wfc.citizenexport.enabled TRUE
global.ws.integration wfc.workorder.offset 60
finland.webservice.endpoint wfc.workorderexport.durationminutes 60
finland.webservice.endpoint wfc.workorderexport.enabled TRUE
finland.webservice.endpoint wfc.workorderexport.organizationid eHealthbox
finland.webservice.endpoint wfc.workorderexport.sendtomobile TRUE
finland.webservice.endpoint wfc.workorderexport.teamworktype NOT_TEAMWORK
finland.webservice.endpoint wfc.workorderexport.workorderpriority P3
finland.webservice.endpoint wfc.workorderexport.workordertype.default Health Center
global.environment.properties wfc.workorderalarm.durationminutes 60
global.environment.properties wfc.workorderalarm.enabled FALSE
finland.webservice.endpoint wfc.workorderalarm.organizationid eHealthbox
finland.webservice.endpoint wfc.workorderalarm.sendtomobile TRUE
finland.webservice.endpoint wfc.workorderalarm.teamworktype NOT_TEAMWORK
finland.webservice.endpoint wfc.workorderalarm.workordertype HEALTHCENTER
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9.4 CC360 csv import format
A description of T161-00107-13_eHBv3_Temp_Health_Effort_import.xlsx
9.4.1 Import Citizen Users through CSV file
Import users through CSV files used during migration and bulk update.
Click Import Patients
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Select create new records only option button and click Next.
Confirm import file and properties:
Click Browse to import the csv file.
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Confirm Field Mappings:
Map the module field with CSV file field. Click next to import the data.
9.5 Citizen important info
9.6 Maintaining in sugarCRM
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9.6.1 Validation rules
Type: The Type is a mandatory field.
Status : The Status is a mandatory field 9.6.2 Import using CC360 format
Follow the import method from CSV.
9.7 Circle of Care
9.7.1 Validation rules
Type: The Type is a mandatory field.
Name: The Name is a mandatory field
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9.7.2 Import using CC360 format
Follow the import method from CSV.
9.8 Primary Care Physician/GP
9.8.1 Validation rules
Type: The Type is a mandatory field. 9.8.2 Import using CC360 format
Follow the import method from CSV.
9.9 Other Info / Notes
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9.9.1 Validation rules
None. 9.9.2 Import using CC360 format
Follow the import method from CSV.
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10. Logging
http://hc.communitycare360.com:8090/pentaho/
10.1 Access log reports
Access Log reports provide the complete login details of the Citizen and Clinician. 10.1.1 Maintaining in Pentaho BI
http://hc.communitycare360.com:8090/pentaho/ 10.1.2 Citizen Access Log
Citizen Access log provides login details for citizen user based on the date and Name Criteria.
10.1.3 Clinician Access Log
Clinician Access log provides login details for clinician user based on the date and Name Criteria.
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10.2 Transaction log reports
Transaction Log reports provide the complete transaction details like add, edit, view, delete of the Citizen and Clinician. 10.2.1 Maintaining in Pentaho BI
http://hc.communitycare360.com:8090/pentaho/ 10.2.2 Citizen Transaction Log
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10.2.3 Clinician Transaction Log
10.3 User activity reports
User activity Report provide the complete Active / Inactive user information and user Login information 10.3.1 Maintaining in Pentaho BI
http://hc.communitycare360.com:8090/pentaho/ 10.3.2 User Summary Report
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10.3.3 User Activity Report
11. SMTP Settings (email Settings)
11.1 SMTP Settings
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Click Admin -> Select Email Settings.
1. Update the SMTP Server and Port. 2. Update the From Name and From Address. 3. Save and Test email.
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12. Procedures
12.1 Change unit for existing measurement type
1. Create a new measurement type. Never change an existing measurement type to have a different unit. 2. Name the second measurement type so that it can be recognized and separated from the existing one Like weight (kilo) 3. Check the values are in correspondence with the reference value. 4. Remember to change the state algorithm in case the measurement type should be part of State algo-rithm. For example, if Weight (kilo) needs to be part of the state algorithm. Review the algorithm as a whole in administration module.
12.2 Enable/ Disable modules
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12.3 Setting Decimal points for measurement types
13. Troubleshooting
Problem Possible Cause Solution (Action required)
The admin SugarCRM URL http://195.110.17.183:8080/sugarcrm/ is not accessible, getting an error „Page cannot be displayed‟.
May be SugarCRM service is stopped in server.
Go to SSH and connect to Linux serv-er 1. Provide the IP address 2. User name / Password 3. Start the service
The admin SugarCRM URL:http://195.110.17.183:8080/sugarcrm/ is accessible but not able to login to the Admin panel.
May be the mysql server has
been stopped in the server
Or No disk space on the
server on the MySQL folder
Go to SSH and connect to Linux server
1. Provide the IP address 2. User name / Password 3. df command
4. Delete the temp files 5. Start the service 6. Service SugarCRM start
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Problem Possible Cause Solution (Action required)
Not able access jboss server
(Citizen web, Clinician
Web)
http://195.110.17.183/
http://195.110.17.183/Citizen
Cli-
ent/citizenclient.html?locale=
en
http://195.110.17.183/Clinicia
nCli-
ent/clinicianclient.html
?locale=en
May be the jboss server is stopped in server
Go to SSH and connect to Linux server
1. Provide the IP address
2. User name / Password
3. Delete the jboss temp files
4. Start the service
5. Start service jboss7
The Admin Application is
logout if not used for a few
minutes
URLhttp://195.110.17.183:80
80/sugarcrm/
The feature of the application is like that it will logout after 15 min because of security reason
Login again with valid credential.
Sometimes the admin Pen-
thao BI Server URL
http://195.110.17.183:8090/p
entaho/ is not accessible.
For example, Page can‟t be displayed.
May be the Pentaho server
is stopped in the server
Go to SSH and connect to Linux server
1. Provide the IP address
2. User name / Password
3. Start the service
4. Service pentaho start
File Upload is not Working
on the SugarCRM import
functionality.
Sometimes file upload will
fail due to folder permission
or upload max size
Go to SSH and connect to Linux server
1. Provide the IP address
2. User name / Password
3. Choose the folder and use the
following command
4. chmod –R 777 Folder name