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Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 1
UPDATED: 06/18/20
This guide contains the steps you need to take to “get started” with scheduled video visits.
• Recommendation is to use Haiku/Canto on your personal smart device for the Video & Audio portion; use a desktop or laptop to document in Epic
• The Instructions below on how to download Zoom on a Mac or Windows device are optional
• If interpreter services are needed while using Zoom, click here for directions.
Click directly on the Title Link to take you directly to that document.
Pages 2-3 How to download Haiku / Canto
Pages 4-6 How to download & install ZOOM for MAC - Optional
Pages 7-9 How to download & install ZOOM for Windows - Optional
Page 10 How to Do a Visit with Haiku - Android
Pages 11-13 How to Do a Visit with Haiku – iOS
Pages 14-16 Test Patient Information
Pages 17-21 Quick Button Steps
To obtain an AAH Zoom License and/or to get Zoom pushed out to your AAH device, please see the ServiceNow Service Catalog. For all other inquiries regarding video visits (Haiku/Canto/Zoom, etc.) or equipment needs please contact the Service Desk Physician Hotline at WI: 414-647-3035, Opt.3 or IL: 630-990-7020, Opt. 3.
FOR PROVIDERS: SCHEDULED VIDEO VISIT GETTING STARTED GUIDE
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 2
STEP 1 *Please note this is a one-time only step
1) From your Mobile Device:
a) iOS (iPhone/iPad)
i) Open your App Store
ii) Search for Epic Haiku (iPhone)
OR
iii) Search for Epic Canto (iPad)
iv) Install Application
Epic Haiku iOS
Epic Canto iOS
b) Android
i) Open the Google Play Store
ii) Search for Epic Haiku
iii) Install Application
Epic Haiku for Android
2) Open your device’s Internet Browser and enter the following internet address:
For Haiku:
https://smartchartmobile.aurora.org/haiku.htm
For Canto:
https://smartchartmobile.aurora.org/canto.htm
iOS
Android: Chrome Android: Firefox
SCHEDULED VIDEO VISIT – HOW TO DOWNLOAD HAIKU/CANTO
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 3
4) Click on the production link for the app you are trying to configure
(Haiku on your phone or Canto on your iPad)
a) When Prompted, open the Haiku/Canto app
5) The app will set the proper configuration, and prompt you for the password
a) Password = smartchart
6) Click OK
7) Your Epic mobile application will now be configured
a) From here, login to the mobile app using your AdvocateAurora Epic username and password
Note: if you are logging into your Haiku account from another institution, you will need to click the button at the top to select which institution you are logging into.
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 4
ZOOM INSTALLATION STEPS ON A MAC
STEP 2: Install Zoom *Please note this is a one-time only step Go to https://support.zoom.us/hc/en-us/articles/201362033-Getting-Started-on-Windows-and-Mac Click on “Zoom Desktop Client (Windows or Mac) Zoom will begin to download to your device
Click on Zoom.pkg to install
Click on “Continue”
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 5
To test Zoom – go to https://zoom.us/test Click on Join Meeting –
NOTE: DO NOT SIGN UP FOR A PERSONAL ZOOM ACCOUNT
Click on “Join with Video”
If you can hear the ring tone, click on Yes. If you can’t click on No.
• Zoom will try to find another speaker device on your device
Say a few words. If you can hear them replay – click on Yes. If not, Zoom will search for another mic source on your device
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 6
Click on “Join with Computer Audio” You have successfully tested Zoom!
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 7
Go to https://support.zoom.us/hc/en-us/articles/201362033-Getting-Started-on-Windows-and-Mac Click on “Zoom Desktop Client (Windows or Mac) Zoom will begin to download to your device If using an AAH Device, please email [email protected] to request a Zoom license and have Zoom pushed to your computer.
Click on Run to install
It will install.
ZOOM INSTALLATION STEPS ON A PC DEVICE
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 8
To test Zoom – go to https://zoom.us/test Click on Join Meeting –
NOTE: DO NOT SIGN UP FOR A PERSONAL ZOOM ACCOUNT
Click on “Join with Video”
If you can hear the ring tone, click on Yes. If you can’t click on No.
• Zoom will try to find another speaker device on your device
Say a few words. If you can hear them replay – click on Yes. If not, Zoom will search for another mic source on your device
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 9
Click on “Join with Computer Audio” You have successfully tested Zoom!
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 10
Video Visit handoff from Hyperspace to Android Device
Click the Handoff to Haiku button in the Hyperspace encounter. This will send a push notification to your registered Android device.
Tap the push notification on the device to launch the video visit. This will require you to login and then launch directly to the video visit.
Note: Haiku v9.2.2 or later is required. If push notification is not received or Telemed activity is not visible, Haiku will need to be updated.
New Telemed Activity on Android Device to Start Video Visit
Patient chart now has a Telemed activity which, once selected, will display a screen where the patient’s connection status is shown along with a button to begin the Video Visit.
HANDOFF TO HAIKU (ANDROID)
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 11
1) Handoff feature is available for Haiku
on iOS and Canto Haiku (or Canto) handoff buttons become available in Connect navigator section of patient’s video visit if provider logged into the app in the past 45 days. In example below, provider logged into Haiku app recently thus can access Handoff to Haiku button in the video visit navigator:
2) Before choosing to handoff
Download Zoom app on your mobile
device
3) Go to settings on your device, access
Zoom app and enable Microphone and
Camera:
4) If you have a default department set in
Epic Hyperspace at the login, then
before handing off the video visit, you
will need to log into Haiku/Canto app
and switch it to AAH VIRTUAL HEALTH
[500121].
5) If you don’t have default login
department set in Epic Hyperspace and
enter AAH VIRTUAL HEALTH [500121]
at the login, it will apply in mobile apps
automatically and you don’t need to go
in to change it manually.
HANDOFF TO HAIKU (iOS)
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 12
6) Handoff video visit to Haiku (the same applies for Canto)
Click on Handoff to Haiku in Epic Hyperspace – Video Visit push notification is sent to mobile device. When you click on it, it will pass you through mobile app to the browser:
7) After you select to open page in Zoom,
then it takes you to video visit room. Before joining it, you will be asked to go to your device settings and enable Microphone and Camera, if you haven’t done that yet:
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 13
8) Otherwise, it will only prompt you to select audio option:
Please note there are two potential barriers to prevent the ‘Handoff to Haiku’ button from being visible in Hyperspace.
9) Push notifications MUST be turned on
for the Haiku app (iPhone settings-
Notifications-Haiku-Allow Notifications).
10) Go into the notifications inside Haiku
and be sure the ‘Start Video Visit’
notification is turned on. (Log-in to
Haiku-click on your photo/silhouette in
the top right corner-Click Notification
Settings-Scroll all the way to the bottom
and click on ‘Start Video Visit’- Click to
turn on Push Notifications)
11) Go back into the Video Visit in
Hyperspace and see if the Handoff
button is there.
12) If not, click the ‘recycle’ button in the
right corner of the Connect section and
the button should appear.
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 14
GUIDELINES • Patients listed below are available to schedule practice video visits. THE TEST PATIENT MUST BE
SCHEDULED ON YOUR SCHEDULE. You must login as the test patient with the given username and
password. Then go through patient process. Next, use your computer/device and go through clinician
process.
• Please see the chart for MyChart login details
• Be succinct with your time spent on the video call and make sure that you end the meeting
• Sign all of the charts once complete
• Reminder: these patients are shared across the entire organization so please be mindful when in the sandbox
IMPORTANT: Please uninstall and reinstall the Live Well app when you are done training with test patients. Failure to do so will result in issues for other providers to test patients.
MyChart Username MyChart
Password Patient ID Patient Name
Patient Birthdate
ZZTEST.AURORAI Model*01 Z25493109 ZZTEST,AURORAI 03/20/2000
ZZTEST.TABI Model*01 Z29125966 ZZTEST,TABI 01/01/1990
ZZTEST.ALEX Model*01 Z29440081 ZZTEST,ALEX 02/05/1989
ZZTEST.JESSICA Model*01 Z25503516 ZZTEST,JESSICA 06/18/1982
ZZTEST.ACWEDITTWO Model*01 Z29242719 ZZTEST,ACWEDITTWO 12/24/1980
ZZTEST.AAK Model*01 Z27348864 ZZTEST,AAK 01/04/1978
ZZTEST.HEMAN Model*01 Z29125945 ZZTEST,HEMAN 07/15/1978
ZZTEST.BILLY Model*01 Z24462008 ZZTEST,BILLY 03/05/1977
ZZTEST.ANGELICA Model*01 Z24092834 ZZTEST,ANGELICA 03/03/1975
ZZTEST.JILLX Model*01 Z25006428 ZZTEST,JILLX 09/17/1970
ZZTEST.DONALD Model*01 Z25348898 ZZTEST,DONALD DUCK 03/15/1968
ZZTEST.PAM Model*01 Z24092169 ZZTEST,PAM 12/08/1964
ZZTEST.CARECONNECTION Model*01 Z26095884 ZZTEST,CARECONNECTION 06/06/1960
ZZTEST.SHARI Model*01 Z24091738 ZZTEST,SHARI 11/25/1958
ZZTEST.PETER Model*01 Z29745016 ZZTEST,PETER 07/01/1954
ZZTEST.KELLY Model*01 Z28915729 ZZTEST,KELLY T 10/09/1997
ZZTEST.ERICK Model*01 Z29125858 ZZTEST,ERICK 01/01/1990
ZZTEST.JUAN Model*01 Z29125581 ZZTEST,JUAN 08/17/1990
SCHEDULED VIDEO VISIT – TEST PATIENT INFORMATION
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 15
MyChart Username MyChart
Password Patient ID Patient Name
Patient Birthdate
ZZTEST.QUAID Model*01 Z29128077 ZZTEST,QUAID 01/01/1990
ZZTEST.RAD Model*01 Z29125991 ZZTEST,RAD 01/01/1990
ZZTEST.ACCT Model*01 Z27348868 ZZTEST,ACCT-STC- 06/18/1988
ZZTEST.MADOANA Model*01 Z25348324 ZZTEST,MADOANA 03/12/1987
ZZTEST.EAFONE Model*01 Z29098603 ZZTEST,EAFONE 05/07/1986
ZZTEST.GO Model*01 Z27348894 ZZTEST,GO 09/14/1985
ZZTEST.JENTDR Model*01 Z29126780 ZZTEST,JENTDR 10/05/1984
ZZTEST.HEATHER Model*01 Z27348900 ZZTEST,HEATHER 01/01/1982
ZZTEST.BARCODE Model*01 Z24154604 ZZTEST,BARCODE 03/03/1980
ZZTEST.CHARLENE Model*01 Z25161338 ZZTEST,CHARLENE J 09/10/1980
ZZTEST.ENTONE Model*01 Z29123933 ZZTEST,ENTONE 01/01/1980
ZZTEST,NKOTB Model*01 Z27941299 ZZTEST,NKOTB 03/03/1980
ZZTEST.ANTOINE Model*01 Z27857463 ZZTEST,ANTOINE 08/08/1979
ZZTEST.LALA Model*01 Z27857460 ZZTEST,LALA 03/02/1979
ZZTEST.JASON Model*01 Z29133544 ZZTEST,JASON 01/05/1978
ZZTEST.MANATARMS Model*01 Z29126209 ZZTEST,MANATARMS 07/15/1978
ZZTEST.PRINCEADAM Model*01 Z29130656 ZZTEST,PRINCEADAM 07/15/1978
ZZTEST.SHERA Model*01 Z29125976 ZZTEST,SHERA 07/15/1978
ZZTEST.SKELETOR Model*01 Z29125993 ZZTEST,SKELETOR 07/15/1978
ZZTEST.EAFSIX Model*01 Z29104112 ZZTEST,EAFSIX 05/01/1970
ZZTEST.LISA Model*01 Z24091776 ZZTEST,LISA 03/14/1966
ZZTEST.GBMW Model*01 Z29436757 ZZTEST,GBMW 01/01/1960
ZZTEST.ACL Model*01 Z28488304 ZZTEST,ACL 04/26/1958
ZZTEST.HOMER Model*01 Z27348902 ZZTEST,HOMER 04/09/1958
ZZTEST.REBECCA Model*01 Z27348919 ZZTEST,REBECCA 01/01/1958
ZZTEST.HARRIET Model*01 Z27348898 ZZTEST,HARRIET 05/27/1956
ZZTEST.DORENE Model*01 Z24090694 ZZTEST,DORENE 11/10/1954
ZZTEST.BESSIE Model*01 Z24091220 ZZTEST,BESSIE 07/24/1952
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 16
MyChart Username MyChart
Password Patient ID Patient Name
Patient Birthdate
ZZTEST.NOVEMBER Model*01 Z27348915 ZZTEST,NOVEMBER 04/03/1952
ZZTEST.CHRISTINE Model*01 Z24092882 ZZTEST,CHRISTINE 10/12/1948
ZZTEST.CINDYG Model*01 Z28915786 ZZTEST,CINDYG 12/09/1945
ZZTEST.CATHERINE Model*01 Z24090911 ZZTEST,CATHERINE 03/22/1944
ZZTEST.DORI Model*01 Z24284054 ZZTEST,DORI 04/25/1936
ZZTEST.SUNDAY Model*01 Z27348924 ZZTEST,SUNDAY 04/03/1933
ZZTEST.ANNETTE Model*01 Z24315568 ZZTEST,ANNETTE 06/20/1928
ZZTEST.CACHE Model*01 Z27348880 ZZTEST,CACHE 05/01/1925
ZZTEST.FACE Model*01 Z27348892 ZZTEST,FACE 05/01/1925
ZZTEST.GRANDMA Y Model*01 Z24099232 ZZTEST,GRANDMA Y 05/06/1920
ZZTEST.BIOMED Model*01 Z29291327 ZZTEST,BIOMED 01/01/1901
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 17
This document will walk you through how to make a Quick Button for Level of Service, Progress Notes & Chief Complaint.
Please see Part 1 for Level of Service, Part 2 for Progress Notes & Part 3 for Chief Complaint
Part 1: How to make quick buttons in the Level of Service area Click on the wrench in the LOS tab
Make quick buttons and add in the modifier quick button.
Hover over an empty box with your mouse. The “+Add” will appear. Click on it.
TIP SHEET: HOW TO MAKE A QUICK BUTTON – Level of Service, Progress Note, & Chief Complaint
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 18
Fill in the caption with a name you will recognize, the appropriate level of service, and add a GT modifier. Then click accept.
Do the same for the 3 levels of telephone service: 99441, 99442, and 99443. Also, make a quick button while you’re here for the GT modifier that you’ll be able to use for your video visits when you do them. Click Accept.
Part 2: How to make quick buttons in the Progress Notes. For your first telephone encounter, make a quick-action button for all future telephonic notes. Click on the wrench under the “Progress Note” header.
In the “Smart Text” box, type “"AAH Telephone Virtual” and hit enter
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 19
Click Accept
Change the Caption to something that you will recognize, like “Telephonic Care.” Click accept
You now have a quick button to create this note for every patient that you need it in.
Part 3: How to make quick buttons in the Chief Complaint area Click wrench
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 20
Insert a new row at the top of the list
Click in the empty box, then click on magnifying glass
Choose “Database Lookup” at the bottom
Type “MD” in the search box and hit enter
Created by Winga, B. & Clinical Informatics Created 03/26/20 Revised 06/18/20 Approved by Tim Lineberry, MD 21
Choose Md call
Click Accept
You now have a quick button
