helpManualFinal(24-05-2016)

User Guide ©Copyright © 2015 HTS-Primary Healthcare Information System

Contents1. Basic Application Usage ................................................................................................................ 9 1.1. How to Login to Application? ............................................................................................... 9 1.2. User Licensing Agreement .................................................................................................. 11 1.3. What if you forget Password? ............................................................................................ 12 1.4. Admin’s Dashboard:.............................................................................................................. 13 1.5. Application screen................................................................................................................. 142. PHC Setup........................................................................................................................................ 16 2.1. Primary Healthcare Center .................................................................................................. 16 2.2. Department Lookup............................................................................................................... 18 2.3. Sub Department Lookup ...................................................................................................... 19 2.4. Department .............................................................................................................................. 20 2.5. Sub Department...................................................................................................................... 21 2.6. Designation.............................................................................................................................. 22 2.7. Add Sector ............................................................................................................................... 23 2.8. Assign Designation ............................................................................................................... 24 2.9. PHC Details.............................................................................................................................. 25 2.10. Add Payer............................................................................................................................. 263. Employee Setup ............................................................................................................................. 27 3.1. Employee Registration ......................................................................................................... 27 3.2. Update Employee ................................................................................................................... 28 3.3. Create Login ............................................................................................................................ 29 3.4. Add Profession ....................................................................................................................... 30 3.5. Roles.......................................................................................................................................... 31 3.6. Module....................................................................................................................................... 32 3.7. Role Module............................................................................................................................. 33 3.8. User Role.................................................................................................................................. 34 3.9. Role Page Permissions ........................................................................................................ 35 3.10. Add Restriction................................................................................................................... 36 3.11. Shift........................................................................................................................................ 37 3.12. Department Schedule........................................................................................................ 38 3.13. Employee Roster ................................................................................................................ 39 3.14. Employee Transfer............................................................................................................. 40 2|Page Copyright © 2015 HTS-Primary Healthcare Information System

3.14.1. Transfer Type: Internal ..................................................................................................... 40 3.14.2. Transfer Type: External .................................................................................................... 41 3.15 Manage Reception .................................................................................................................... 424. EMR Setup ....................................................................................................................................... 43 4.1. Add Template .......................................................................................................................... 44 4.2. Main Group .............................................................................................................................. 45 4.3. Main Heading........................................................................................................................... 46 4.4. Heading..................................................................................................................................... 47 4.5. Add Element ............................................................................................................................ 48 4.6. Edit Template .......................................................................................................................... 49 4.6.1. Free Form Text Template ............................................................................................. 50 4.7. Assign EMR Template........................................................................................................... 51 4.8. Doctor Favorites..................................................................................................................... 525. Patient Registration....................................................................................................................... 53 5.1. Register Patient ...................................................................................................................... 53 5.1.1. Home Tab ......................................................................................................................... 53 5.1.2. Insurance Tab ................................................................................................................. 55 5.1.2.1. Insured Patient Information................................................................................. 55 5.1.2.2. Non Insured Patient Information........................................................................ 57 5.1.3. Additional Info Tab ........................................................................................................ 58 5.1.4. Dependents Tab.............................................................................................................. 59 5.2. Patient Search......................................................................................................................... 60 5.3. Print Patient Card................................................................................................................... 62 5.3.1. Settings for Chrome and C50 Card Printer ............................................................. 63 5.3.2. Settings for Firefox and C50 Card Printer ............................................................... 646. OPD.................................................................................................................................................... 65 6.1. Doctor Schedule..................................................................................................................... 65 6.2. Doctor Details ......................................................................................................................... 66 6.3. Patient Appointment.............................................................................................................. 67 6.4. Doctor Work list...................................................................................................................... 68 6.5. Encounter Form...................................................................................................................... 69 6.5.1. Encounter Form: History Section .............................................................................. 70 6.5.2. Encounter Form: Review of System Section.......................................................... 71 3|Page Copyright © 2015 HTS-Primary Healthcare Information System

6.5.3. Encounter Form: Examination Section .................................................................... 72 6.5.4. Encounter Form: Assessment Section .................................................................... 73 6.5.5. Encounter Form: Plan Section ................................................................................... 74 6.5.6. Encounter Form: Follow up Section ......................................................................... 75 6.5.7. Encounter Form: Load Last Visit/ Previous Visits ................................................ 76 6.5.8. Encounter Form: Vitals................................................................................................. 78 6.5.9. Encounter Form: Evaluation and Management (E&M)......................................... 79 6.5.10. Encounter Form: Laboratory Tests ........................................................................... 80 6.5.11. Encounter Form: Radiology Orders.......................................................................... 81 6.5.12. Encounter Form: Office Procedures ......................................................................... 82 6.5.13. Encounter Form: Favorites.......................................................................................... 83 6.5.14. Encounter Form: Growth Charts................................................................................ 91 6.5.15. Encounter Form: Prescription .................................................................................... 92 6.5.16. Encounter Form: Doctor’s Notes ............................................................................... 94 6.5.17. Encounter Form: Nurse Notes.................................................................................... 95 6.5.18. Encounter Form: Referrals .......................................................................................... 96 6.5.19. Encounter Form: Lab Trends...................................................................................... 99 6.5.20. Encounter Form: Medical Certificate ...................................................................... 100 6.5.21. Encounter Form: Cancer Colon Screening ........................................................... 101 6.5.22. Encounter Form: Early Breast Cancer Detection ................................................ 1027. EMR Reports ................................................................................................................................. 103 7.1. Patient Appointment Status Report ............................................................................ 104 7.2. Approved Patient Chart Report .................................................................................... 105 7.3. Pending Patient Chart Report ....................................................................................... 106 7.4. Visit Day Count ................................................................................................................. 107 7.5. Patient Shift Count........................................................................................................... 108 7.6. Lab Test Count.................................................................................................................. 109 7.7. Radiology Test Count ..................................................................................................... 110 7.8. Office Procedure Report ................................................................................................ 111 7.9. Pregnant Patient............................................................................................................... 1128. Patient Chart.................................................................................................................................. 113 8.1. Patient Chart: Addendum .............................................................................................. 1149. Nurse Work list ............................................................................................................................. 115 4|Page Copyright © 2015 HTS-Primary Healthcare Information System

9.1. Vitals.................................................................................................................................... 116 9.2. Vitals: Graphs ................................................................................................................... 117 9.3. Nurse EMR ......................................................................................................................... 118 9.4. Nurse Notes ....................................................................................................................... 120 9.5. Nurse Procedures ............................................................................................................ 12110. Menu Icons................................................................................................................................. 122 10.1 Security................................................................................................................................... 122 10.2 Registration ........................................................................................................................... 123 10.3 OPD.......................................................................................................................................... 124 10.4 EMR.......................................................................................................................................... 125 10.5 LAB .......................................................................................................................................... 126 10.6 Pharmacy ............................................................................................................................... 127 10.7 Radiology ............................................................................................................................... 128 10.8 Store ........................................................................................................................................ 129 10.9 Reports ................................................................................................................................... 13011. Radiology Setup ....................................................................................................................... 131 11.1 Add Specialty ........................................................................................................................ 131 11.2 Add Sub Specialty ............................................................................................................... 132 11.3 Add Procedure...................................................................................................................... 133 11.4 Test Timelines....................................................................................................................... 134 11.5 Add Component ................................................................................................................... 135 11.6 Component Value................................................................................................................. 136 11.7 Template ................................................................................................................................. 137 11.8 Radiology Rights.................................................................................................................. 138 11.9 Add Footer ............................................................................................................................. 13912. Radiology Diagnostic.............................................................................................................. 140 12.1 Radiology Manager Work list............................................................................................ 140 12.2 Radiology Receptionist Work list .................................................................................... 141 12.3 Test Ordered.......................................................................................................................... 142 12.4 Test Performed ..................................................................................................................... 145 12.5 Result Approved................................................................................................................... 147 12.6 Print Report ........................................................................................................................... 14913. Radiology Reports ................................................................................................................... 150 5|Page Copyright © 2015 HTS-Primary Healthcare Information System

13.1. Reports ............................................................................................................................... 150 13.1.1. Radiology Region Report............................................................................................... 151 13.1.2. PHC Radiology Report.................................................................................................... 152 13.1.3. PHC Specialty Report.................................................................................................. 153 13.1.4. PHC Sub-Specialty Report......................................................................................... 154 13.1.5. Radiology Status Report ............................................................................................ 155 13.1.6. Radiology Test Type Report...................................................................................... 156 13.1.7. Radiology Most Ordered Procedure Report ......................................................... 157 13.2. Billing Day Book............................................................................................................... 15814. LAB SETUP................................................................................................................................ 159 14.1. Add Group...................................................................................................................... 159 14.2. Add Sub Group ............................................................................................................. 160 14.3. Add Test Details ........................................................................................................... 161 14.4. Test Timeline ................................................................................................................. 162 14.5. Add Component............................................................................................................ 163 14.6. Component values....................................................................................................... 164 14.7. Template ......................................................................................................................... 165 14.8. Lab Permission............................................................................................................. 166 14.9. Add Footer ..................................................................................................................... 16715. Lab Diagnostics........................................................................................................................ 168 15.1. Lab Manager Dashboard ............................................................................................ 168 15.2. Phlebotomist Dashboard ........................................................................................... 169 15.3. Lab Technician Dashboard........................................................................................ 170 15.4. Pathologist Dashboard............................................................................................... 171 15.5. Work list.......................................................................................................................... 172 15.6. Test Ordered.................................................................................................................. 174 15.7. Sample Booked............................................................................................................. 176 15.8. Sample Collection........................................................................................................ 179 15.9. Sample Wasted ............................................................................................................. 182 15.10. Sample Acknowledged ............................................................................................... 184 15.11. Result in Process ......................................................................................................... 187 15.12. Repeat Test .................................................................................................................... 190 15.13. Test performed.............................................................................................................. 192 6|Page Copyright © 2015 HTS-Primary Healthcare Information System

15.14. Result on Hold (Flow).................................................................................................. 195 15.15. Repeat Test (Flow) ....................................................................................................... 199 15.16. Result Approved........................................................................................................... 201 15.17. Result Published .......................................................................................................... 20316. Lab Reports ............................................................................................................................... 206 16.1. PHC Laboratory Reports ............................................................................................ 206 16.1.1. Lab Region Report....................................................................................................... 207 16.1.2. PHC Laboratory Report .............................................................................................. 208 16.1.3. PHC Group Report ....................................................................................................... 209 16.1.4. PHC Sub-Group Report .............................................................................................. 210 16.1.5. Lab Status Report ........................................................................................................ 211 16.1.6. Lab Test Type Report.................................................................................................. 212 16.1.7. Lab Most Ordered Test Report ................................................................................. 213 16.2. Billing Day Book........................................................................................................... 21417. Supply Setup ............................................................................................................................. 215 17.1. Supply Registration..................................................................................................... 215 17.2. Supply Properties ........................................................................................................ 216 17.3. Assign Department Supply........................................................................................ 21718. Store ............................................................................................................................................ 218 18.1. Open Balance................................................................................................................ 218 18.2. Stock Alert ..................................................................................................................... 219 18.3. Stock Request............................................................................................................... 220 18.4. Stock Request Worklist .............................................................................................. 221 18.5. Stock Receive Worklist............................................................................................... 222 18.6. Stock Issued Worklist ................................................................................................. 223 18.7. View Department Stock .............................................................................................. 22419. Pharmacy ................................................................................................................................... 225 19.1. Pharmacy Dashboard.................................................................................................. 225 19.2 Item Rate List .................................................................................................................... 227 19.3 Drug – Drug Interaction .................................................................................................. 228 19.4 Drug – Food Interaction.................................................................................................. 229 19.5 Narcotics ............................................................................................................................ 23020. Environmental Health.............................................................................................................. 231 7|Page Copyright © 2015 HTS-Primary Healthcare Information System

20.1 Environmental Health Record....................................................................................... 231 20.2. Municipal Water Evaluation............................................................................................. 232 20.3. Health Education & Awareness................................................................................ 233 20.4. Location Field Visit Record ............................................................................................. 23421. TQM.............................................................................................................................................. 23522. Medico Legal Form .................................................................................................................. 236 22.1. Child Abduction Form................................................................................................. 236 22.2. Cardiopulmonary Resuscitation .............................................................................. 23723. Human Resource...................................................................................................................... 239 23.1. Leave Time Period ....................................................................................................... 239 23.2. Leave Type..................................................................................................................... 240 23.3. Leave Details ................................................................................................................. 241 23.4. Apply For Leave............................................................................................................ 242 23.5. Leaves Approval........................................................................................................... 24324. Admin Reports.......................................................................................................................... 244 24.1. Number of PHCs........................................................................................................... 245 24.2. Number of PHCs by Region....................................................................................... 246 24.3. PHC Departments Report........................................................................................... 247 24.4. Number of Patients ...................................................................................................... 248 24.5. Employees by Department ........................................................................................ 249 24.6. Number of Employees ................................................................................................ 250 24.7. Archived Patients......................................................................................................... 251 24.8. Machine Access............................................................................................................ 252 24.9. User Credentials........................................................................................................... 253 24.10. CPT Cost Variance....................................................................................................... 254 24.11. CPT Payer Wise ............................................................................................................ 255 24.12. Role Page Permission................................................................................................. 256 24.13. Transferred Employees Internally ........................................................................... 257 24.14. Transferred Employees Externally .......................................................................... 258 24.15. Deceased Patients ....................................................................................................... 259 24.16. Patient Visit Time ......................................................................................................... 260 24.17. Colon Cancer Screening ............................................................................................ 261 24.18. Breast Cancer Report.................................................................................................. 262 8|Page Copyright © 2015 HTS-Primary Healthcare Information System

25. Statistical Report...................................................................................................................... 263 1. Basic Application Usage 1.1. How to Login to Application? This the default page of the SehaTech Application. 9|PageCopyright © 2015 HTS-Primary Healthcare Information System

We will click on PHCS logo on desktop and application page will open. 1. Enter your username of the employee given by the respective PHC admin 2. Enter the password. 3. Select Language (English/‫ )العربيه‬from drop down menu. By default, application will be loaded in English. 4. Press on login button and successfully enter the application. 5. In case you forget your password, please click ‘Forget password?’ link and complete the required steps. 6. By clicking on this button you may move forward. 10 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

1.2. User Licensing Agreement1. After successful login to application, User Licensing Agreement will appear on screen. Mark checkbox after reading this contract between SehaTech and you.2. Once you accept the agreement, Next button is enabled. Click ‘Next’ Button to start using application. 11 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

1.3. What if you forget Password?This page facilitates the user if he/she has forgot the password1. Enter the username of the employee.2. Enter your email id for the credentials.3. Click Send E-Mail button and new credentials will be emailed to your email account.4. Click ‘Login’ link and login screen will appear. 12 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

1.4. Admin’s Dashboard:1. This dashboard is displayed when PHC administrator is logged in. 13 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

1.5. Application screenThese sections will illustrates how to use different components on application 1. Main page/Home icon: Click here and user will be navigated to the main page of the application. By default application, main page will be according to the role. User can go back to main page from anywhere in the application using this icon. 2. List icon: Icon’s will be used to collapse the side bar of the application. It will ease the user to occupy less space of the screen. 3. Modules: Application modules are displayed in the header of every screen. User access the icons according to the rights. Module rights are editable. 4. Menu Icon: Click on the icon from the header and the respective module will expand from the left menu. e.g. Registration will open patient registration module 5. Pages: Pages are sorted under modules in side bar. Click on any desired page to open it. 6. Main Area: This is the default main page that will appear after login. Page selected from the menu will be loaded accordingly. 7. Application Footer: Application footer provide information about application name, copyrights and application version number for reference 14 | P a g e Copyright © 2015 HTS-Primary Healthcare Information System

8. Employee Login detail Menu: Picture uploaded on employee registration page will appear here. User can click here to open Login detail menu. Here user can see user name and department9. Color Theme: To change color theme of the application, click radio button for desired color10. Change Password: Click here to change your password11. Sign Out: Click here to sign out of the application. Please log out of the application before leaving your machine 15 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2. PHC SetupCloud Admin manages PHC page. It is used to register PHC’s in HIS. User can updatePHC Information by accessing any PHC from grid. 2.1. Primary Healthcare Center Cloud Admin manages PHC page. It is used to register PHCs in PHC. User can update Information by accessing any PHC from grid.Note: Cloud adminActor(s): Cloud Admin, PHC Admin (Edit own PHC detail only) 1. Login as the Cloud admin and then add new PHC in the application. 2. Enter the details required 3. Press save button to confirm and all the details will appear in the grid. If Cancel button is, clicked respective page will refresh. 4. To search PHC details enter name in search field, all the details will appear on screen in editable mode. 5. To update the details press on Edit icon. 16 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

Actor: PHC admin 1. Click here to load Primary Healthcare Center page. 2. To edit the details click on edit icon. 3. Enter the required detail in form. 4. To save the record, click 'Save' button and all the details will appear in the grid. If Cancel button is, clicked respective page will refresh.Note: PHC administrator cannot add new PHC he can only edit the details of hisrespective PHC. 17 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.2. Department LookupThis page allows user to add new departments in the system. This is a look up table.Departments are later assigned to the respective PHCs. Departments can be editedfrom the grid. Cloud admin have all the rights to add PHCs in the applicationActor(s): Cloud Admin 1. Department page will allow the cloud admin to add/update the departments for the PHC 2. Enter the required details in form 3. To save the record, click 'Save' button and all the details will appear in the grid. Cancel button will refresh the form. 4. To search record, enter the name in the field and press Enter key 5. To edit the details click on edit icon 18 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.3. Sub Department LookupThis page allows user to add new sub-departments in the system. This is a look uptable. Sub-departments are later assigned to PHC(s). Sub-departments can be editedfrom the grid. Cloud admin have all the rights to add Sub departments in the application.Actor(s): Cloud Admin 1. Sub department will be loaded when this menu option is clicked. 2. Enter the name and abbreviation the sub department. 3. To save the record, click on 'Save' button and all the details will appear in the grid. If Cancel button is clicked respective page will be refreshed. 4. To search record, enter the name in the field and press Enter key. 5. Edit icon will allow the user to update the details of the sub department 19 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.4. DepartmentThis page allows the user to assign department to the respective PHC’s.Departments can be edited from the grid. Admin have all the rights to add PHCdepartments in the applicationActor(s): Cloud Admin, PHC Admin 1. PHC department page will be loaded when this menu option is clicked. 2. Select the department where department is to be created. 3. Select generic name and enter the contact details of the department from lookup. 4. To save the record, click 'Save' button and all the details will appear in the grid. If Cancel button is clicked respective page will be refreshed. 5. To search record, enter the name in the field and press Enter key. 6. Edit icon will allow the user to update the details of the sub department. 20 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.5. Sub DepartmentThis page allows the user to assign Sub departments to the respective PHC’s. Subdepartments can be edited from the grid. Admin have all the rights to add PHC subdepartments in the applicationActor(s): Cloud Admin, PHC Admin 1. PHC sub department page will be loaded when this menu option is clicked. 2. Select the department where sub department is to be created. 3. Select the sub department where sub department is to be created. 4. Select the generic name and contact details of newly created sub department. 5. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 6. To search record, enter the name in the field and press Enter key 7. Edit icon will allow the user to update the details of the sub department 21 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.6. DesignationThis page allows the user to create designation. It creates a look up table forDesignations. User can later assign these Designations to PHC.Actor(s): Cloud Admin, PHC Admin 1. Designation page will be loaded when you click this menu option. 2. Enter the required details in form 3. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 4. To search record, enter the name in the field and press Enter key. 5. Edit icon will allow the user to update the details of the designation. 22 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.7. Add SectorThis page allows the user to create sectors of a region. It creates a look up forSectors used to create a PHC.Actor(s): Cloud Admin, PHC Admin 1. Sector page will be loaded when you click this menu option. 2. Enter the required details in form 3. To save the record, click 'Save' button and all the details will appear in the grid. If cancel is pressed respective page will be refreshed. 4. To search record, enter the name in the field and press Enter key. 5. Edit icon will allow the user to update the details of the sector. 23 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.8. Assign DesignationThis page allows the user to assign designation (added above) to respective PHC.Actor(s): Cloud Admin, PHC Admin 1. Assign designation page will be loaded when you click this menu option. 2. Select desired designations and enter the description. 3. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 4. To search record, enter the name in the field and press enter key. 5. Edit icon will allow the user to update the details of the designation. 24 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.9. PHC DetailsPHC detail form displays the departments and sub-departments of the selectedPHC.Actor(s): Cloud Admin, PHC Admin 1. PHC details page will be loaded when you click this menu option. 2. Select the PHC of interest (in case of PHC Admin, it is already selected). 3. To view structure of certain department in PHC select Department of interest. 4. To View details, click 'Search' button. If cancel button is clicked respective page will be refreshed. 5. Structure of the PHC is shown here. 25 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

2.10.Add PayerThis page allows the user to add the payer details for the PHC.Actor(s): Cloud Admin 1. Add Payer page will be loaded when you click this menu option. 2. Enter the required details for the payer. 3. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 4. To search record, enter the name in the field and press Enter key 5. Edit icon will allow the user to update the details of the sub department 26 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3. Employee Setup Employee setup module will have all the data for the employee rights and privilege’s assigning. PHC Admin and Cloud admin will have the access to these modules. 3.1. Employee Registration Employee Registration is used to register an employee in PHC. Employee detailed information is registered on this page.Actor(s): Cloud Admin, PHC Admin, Reception Manager 1. To add new employee in PHC click on employee registration. 2. Enter Personal Info of the employee in form. 3. To take the picture of employee, click picture icon that will open camera attached with machine. 4. Enter the required address info of the employee. 5. Enter the required details of employee information in department info. 6. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 27 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.2. Update EmployeeUpdate Employee page is used to search and update Employee information. All theinformation will be loaded in the grid and user will be navigated to employeeregistration form to edit the data.Actor(s): Cloud Admin, PHC Admin, Reception Manager 1. To update the details of the existing employees of PHC press on update employee. 2. Enter Employee name in search field or use filters to narrow down search. 3. Click 'Search' button to find employee. If cancel button is clicked respective page will be refreshed. 4. To edit the details click on edit icon and employee registration page will be loaded with all the information in editable format. 5. Click here to print Employee Card. 28 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.3. Create LoginRegistered employee is provided with User name and Password from Admin. Usercan select Mode of Authentication like Password, Finger Print or Iris Mode.Actor(s): Cloud Admin, PHC Admin, Reception Manager 1. Click here to create login for the PHC employees. 2. To select employee use filters like Department and Sub Department. 3. Select the employee from drop down list. 4. Enter login credentials, user name and password in the form. 5. Select the authentication mode. 6. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 7. To search employee login details enter the search criteria in the field, all the details will appear on screen. 8. Edit icon will allow the user to update the details of the employee login. 29 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.4. Add ProfessionAll the profession required in the PHC will be added and edited from this page.Actor(s): Cloud Admin 1. Click here to Add/ Update Profession. 2. To add profession, enter the name in text box. 3. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 4. To search any profession, enter the name in the field and press Enter key. 5. Edit icon will allow the user to update the details of the profession. 30 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.5. RolesRoles are the type of users using the system. Every user may have different accesslevel.Actor(s): Cloud Admin 1. Click here to add role in the PHC. 2. Enter name of the Role in text box. 3. Select a page from drop down list to use as Main Page of the employee with current “Role”. 4. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 5. Edit icon will allow the user to update the details of the role. 31 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.6. ModuleActor(s): Cloud Admin 1. Click here add or update module for the PHC. 2. Enter required details in form. 3. To save the record, click 'Save' button and all the details will appear in the grid. If cancel button is clicked respective page will be refreshed. 4. Edit icon will allow the user to update the details of the module. 32 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.7. Role ModuleEach role is assigned to specific module according to role specification by admin. Admincan give access to all modules to a respective role by clicking “Select All” option.Actor(s): Cloud Admin 1. Click here to open role module page. 2. Select Role to assign module(s). (Assignments already done would also populate). 3. To assign a Module to selected Role, mark checkbox against module as checked or uncheck to remove access to module. 4. To check/ uncheck all modules, use ‘Select All’ checkbox. 5. To save the record, click 'Save' button. 33 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.8. User RoleThis page allows the user to assign role to users.Actor(s): Cloud Admin, PHC Admin, Reception Manager 1. Click here to assign Role to an Employee. 2. Select an Employee from drop down list. Use Department/ Sub Department drop downs to narrow down search. 3. Select a Role to assign 4. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 5. To search Employee Role details enter the search criteria in the field, all the details will appear on screen 34 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.9. Role Page PermissionsPage permission is used to configure specific modules and pages for a selectedemployee instead of Role.Actor(s): Cloud Admin, PHC Admin, Reception Manager 1. Click here to Add/Edit page permissions for an employee. 2. Select the employee from drop down list. 3. Select Role of the employee. 4. Select a Module to Add/ Remove pages from menu. 5. To allow access to the page mark it as Checked or Uncheck to remove access. 6. To Check/Uncheck all pages in selected module, use ‘Select All’ check box. 7. To save the changes, click 'Save' button. 35 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.10.Add RestrictionAdd Restriction is used to restrict employee to specific machine for security purposes.Actor(s): PHC Admin, Reception Manager 1. Click here to Add/ Update security checks. 2. To add restrictions (security checks), enter all the details required. 3. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 4. Edit icon will allow the user to update the details of the restriction. 36 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.11.ShiftShift is a look up table. Shifts are later used to create specific schedule in departmentsand sub departments.Actor(s): Cloud Admin 1. Click here to Add/ Update shift(s) in PHC. 2. Enter the required detail in form. 3. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 4. Edit icon will allow the user to update the details of the shift. 37 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.12.Department ScheduleThis page provides the information about the shifts for the particular department.Actor(s): Cloud Admin, PHC Admin, Reception Manager 1. Click here to Add/ Update department schedule. 2. Select department from drop down list. 3. Select shift like Morning, Evening, and Night shift to schedule. 4. Enter start and end time of the shift in selected department. 5. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 6. Edit icon will allow the user to update the details of the department schedule. 38 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.13.Employee RosterEmployee roaster provides the information of the shift for all the employees in theparticular department and sub departmentActor(s): Cloud Admin, PHC Admin, Reception Manager 1. Click here to Add/Update employee roster. 2. Use filters like Department, Sub Department to narrow down search. 3. Select Shift, Scheduled on department schedule page, to apply. 4. Select employee(s) from check list to create roster. 5. Enter roster start and end date using date controls. 6. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 7. Edit icon will allow the user to update the details of the roaster. 39 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.14.Employee TransferEmployee transfer page help PHC administration in resource management. It can beused to transfer employee inside PHC as routine work or outside the network accordingto management orders from MOH. 3.14.1. Transfer Type: InternalInternal Transfer page used to transfer employees inside PHC. Employees will appearin destination department after successful transfer. It is mostly used by ReceptionManager or Nursing department.Actor(s): PHC Admin, Reception Manager 1. Click here for employee transfer. 2. Select Internal as Type of transfer (Default). 3. Select employee(s) from check list, filters like Department, Sub Department can be used to narrow down search. 4. Select department to transfer employee(s). 5. To save the record, click 'Transfer Employee(s)' button and Cancel to refresh the page. 40 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.14.2. Transfer Type: ExternalExternal Transfer is done when an employee is transferred to other PHC. This willreduce rework by next PHC in assigning User Role or Registering employee again.Actor(s): PHC Admin, Reception Manager 1. Click here for employee transfer. 2. Select external radio button as Type of transfer. 3. Select employee(s) from check list, filters like Department can be used to narrow down search. 4. Select PHC to transfer. 5. To save the record, click 'Transfer Employee(s)' button and Cancel to refresh the page. 41 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

3.15 Manage ReceptionManage Reception page is used to associate clinical departments with PHC Reception(Front Desk). Receptionist will be able to access appointments of the Doctor inassociated Department.Actor(s): PHC Admin, Reception Manager 1. Click here to open Manage Reception page. 2. Select reception department and sub department from drop down list. 3. To assign a department to reception mark department as checked and uncheck to remove assignment. 4. To save the record, click 'Save' button and Cancel to refresh the page. 42 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4. EMR SetupEMR setup allows users to setup a new template for EMR from scratch or from existingEMR template. Here is an overview of EMR structure, to understand the inner workingof EMR Setup Module.1. Main Group(s) of EMR Template created using Main Group page is a collapsible structure, form main EMR menu.2. Main Heading(s) of EMR Template created under Main Group using Main Heading page.3. Panels or forms headings are created using Heading page.4. Controls like Text Box, Drop down Menu is created using Element page. 43 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4.1. Add TemplateTemplates are added by PHC Admin. Then the templates are assigned to therespective doctor. User can search and edit the templates details from the grid.Actor(s): Cloud Admin, PHC Admin, Doctor. 1. Click here to create a new template or update name of existing template. 2. Enter the required detail in form. 3. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 4. To search record, enter the name in the field and press Enter key. 5. Edit icon will allow the user to update the details of the template. 44 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4.2. Main GroupMain group is required for the setup of the template. All the heading, elements will beadded under the group. They will dynamically grow according to the requirements of thedoctor. User can search and edit the group details from the grid.Actor(s): Cloud Admin, PHC Admin, Doctor 1. Click here to add Main Group in template(s). 2. Select the Template and enter the required detail in form. 3. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 4. To search record, enter the name in the field and press Enter key. 5. Edit icon will allow the user to update the details of the main group. 45 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4.3. Main HeadingMain heading will be added under the main group added in add main group option.These are shown as a sub menu on a left panel in the encounter form. This will beloaded according the Age and Gender on encounter form.Actor(s): Cloud Admin, PHC Admin, Doctor 1. Click here to add Main Heading to a selected Main Group. 2. Select the Template and Main group; enter the required detail in form. 3. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 4. To search record, enter the name in the field and press Enter key. 5. Edit icon will allow the user to update the details of the main heading. 46 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4.4. HeadingHeading will be added under the Main heading. These are shown as a sub menu on aleft panel in the encounter form. User can search and edit the heading details from thegrid.Actor(s): Cloud Admin, PHC Admin, Doctor 1. Click here to add Heading on a form. 2. Select the Template, Main Group and Main Heading. 3. Enter the heading detail in form. 4. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 5. To search record, enter the name in the field and press Enter key. 6. Edit icon will allow the user to update the details of the heading. 47 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4.5. Add ElementElements are added under the heading and main heading of the group. User will definethe Element type and value. User can edit the element from the gridActor(s): Cloud Admin, PHC Admin, Doctor 1. Click here to add Controls (elements) and there value(s) in a form. 2. Select the Template, Main Group Main Heading and Heading. 3. Select the control and enter values to appear in form. 4. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 5. To search record, enter the name in the field and press Enter key. 6. Edit icon will allow the user to update the details of the element. 48 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4.6. Edit TemplateEdit template will allow the doctor to recreate or modify the already existing template accordingto the requirement.Actor(s): PHC Admin, Doctor 1. Click here to create a new template from existing template. 2. Select the Template from drop down menu. 3. Enter the name of new template. Selected template is populated in tree like structure. Add the modules from the existing templates. To go into more detail click ‘+’ symbol in front of each menu. 4. Top of the tree are Main Groups, to add a main group to new template mark as checked. 5. To add/ remove main headings click ‘+’ symbol in front of main group and mark required main headings as checked/unchecked. 6. To add/ remove headings click ‘+’ symbol in front of main heading and mark required headings as checked/unchecked. 7. To add/ remove elements click ‘+’ symbol in front of heading and mark required elements (controls) as checked/unchecked. 8. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 49 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System

4.6.1. Free Form Text TemplateFree form text is the type of EMR template that will be assigned to the doctor. All theforms will have the text area for data entry. Copy/Paste is also allowed in this template.Doctor can add/update the template according to the requirements. 1. To create new template from the existing one. 2. Select the Template from drop down menu. 3. Enter the name of new template. Selected template is populated in tree like structure. Add the modules from the existing templates. To go into more detail click ‘+’ symbol in front of each menu. 4. Top of the tree are Main Groups, to add a main group to new template mark as checked. 5. To add/ remove main headings click ‘+’ symbol in front of main group and mark required main headings as checked/unchecked. 6. To add/ remove headings click ‘+’ symbol in front of main heading and mark required headings as checked/unchecked. 7. To add/ remove elements click ‘+’ symbol in front of heading and mark required elements (controls) as checked/unchecked. 8. To save the record, click 'Save' button. If cancel button is clicked respective page will be refreshed. 50 | P a g eCopyright © 2015 HTS-Primary Healthcare Information System