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Honeywell Confidential – Do not forward or distribute
Manage
Customize
Triage
Integrate
LifeStream™ Manager Advanced Training
Compatible with LifeStream Version 4.11
CP358.01 1
Honeywell Confidential – Do not forward or distribute
LifeStream Manager Advanced Training
• Knowledge of key LifeStream Manager capabilities to enhance your telemonitor program and manage telemonitored patients more effectively.
Goal
• Provide a tutorial of advanced-level features available within the LifeStream application.
• Recommend key actions and steps to enhance and sustain the telemonitoring program.
• Understand the fundamentals of using LifeStream as a patient management application.
Objectives
Module Length: Approximately 60 minutes
Best Practice: Access to the LifeStream Manager application is recommended if completing
training as a self-study, or in conjunction with HomMed Clinical Consultant training.
Pre-requisite: Designed for users with 6 weeks or more data in their LifeStream application
Evaluation: LifeStream Application Competency – C3002.03
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LifeStream Manager Functionality
• Assigning User Security Roles, Sites and Categories
• LifeStream View
• Manual Entry Monitors
• Configurations: Scheduling
Key Performance Indicators and Metrics
Measuring Key Performance Indicators: Standard Reports
• Overview
• Basics/Sharing
• Essential Reports Walkthrough
Measuring Key Performance Indicators: LifeStream Analytics
• Overview
• Application
Program Management
• Considerations
• Clinical Consulting Services
Additional Resources
Training Agenda
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At the completion of this training module, you will have the tools you need to:
Understand LifeStream’s Advanced-Level Features.
Provide a secure and targeted user experience focused on specialization.
Enrich the patient experience to meet unique demands with automation and scheduling.
Develop and set manageable Key Performance Indicators.
Utilize the data you have to measure program effectiveness,
using built-in reports and optional advanced analytical functions.
Plan and create customized care plans.
Create a telehealth delivery model that will enhance the
way patient care is delivered.
Enable clinicians to effectively manage multiple patient
populations.
Applications For Your Telehealth Program
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LifeStream Management Functionality
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Adding Users
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Select Users from the navigation menu of LifeStream. This window provides the user details, including their security role, list of authorized sites/categories and the default site assigned to the user upon login.
All changes made to a user’s access levels will take effect the next time the user logs in.
View the LifeStream User
Management How-To Video:
http://youtu.be/BxesdiP0QsA
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Security Roles & Users
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Authorized users must be entered into LifeStream from the Users menu under the Organization category on the left of your screen. Each user must have an individual username/password. Passwords are 6-16 characters Administrative Tasks:
• Establish LifeStream User Roles • Make sure users are made aware of and follow all privacy guidelines. • Each user has varying access levels. Adding a user resource:
LifeStream Administrative Workflows
Add users by selecting the “New” icon.
Complete the following
fields to enter a new User
Tip: Make sure to select the save icon when you are finished entering user data:
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The Users Window
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To view the names of those who will use LifeStream in some capacity to administer the telemonitoring program, select Users from the navigation menu. A window similar to the following appears. The Sites/Categories button enables you to select the default site or other authorized sites to include.
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Security Roles/Users
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Assign individual users a role that is matched to LifeStream responsibilities. There are 6 levels of security access, each related to the amount of read/write access needed. Tasks are designated as follows: R - Read Only: The person assigned to that particular role is authorized only to read information contained in a designated section. R/W – Read & Write: The user has permission to both read and write in the designated sections.
LifeStream Roles by Read/Write (R/W) or
Read Only (R) permission.
For the complete Role and Report Access/Restrictions Tables, see: LifeStream Administrative Workflows
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Security Roles/Users: Privacy
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When you use Honeywell HomMed monitors and LifeStream, it is critical that each organization/healthcare provider implementing and utilizing these tools is responsible for every patient’s privacy. Each role within LifeStream is available with two security options – one with the Report Export/Email disabled and another with Report Export/Email enabled. This security option restricts or allows users to export/email patient information as a response to patient information to comply with HIPAA. Global Security for export/emailing features must be toggled from the System Configuration menu before security roles are assigned.
For more information see: LifeStream Administrative Workflows
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Sites/Categories
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Sites and Categories organize and control access to patient data Sites: Territory, Region, Program Type Categories: Care Provider, Insurer, Diagnosis, Medication To assign, select from the list of available Sites/Categories to assign access. To add a site, for example, from the menu bar select the Add Site button:
Type in the name of the new site or category you wish to add and select OK.
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Assigning Users Sites/Categories
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Administrative Considerations: • What client data does a user need access to view and assess? • Who responds to the data? • Does a user need access to all sites or is it appropriate to only allow access to a limited number of Sites or Categories? Consider the Clinician Read Only Security Role Is there a clinical resource outside of your organization who may benefit from access to telehealth data? There is an option to grant Clinician Read Only access and assign a relevant Category to access client data.
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Example: A CHF clinic or hospital group would benefit from having access to a group of clients. • User Security Role: Clinician Read
Only • Assigned Sites/Categories: Glenn
Adams (Care Provider Category) and Heart Failure (Diagnosis Category)
• To provide unlimited read-only access of patient data to others outside your organization, ask your Honeywell territory manager about LifeStream View
Assigning Users Sites/Categories
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LifeStream View Secure, Remote Access to Patient Health Information Efficient and portable remote data access, increased communication with care providers and families with easy user management through a browser-based interface.
LifeStream View allows continuous read-only access to patient data and reports, for a clear picture of your patients’ health status at a glance. LifeStream View enables physicians and clinicians to make the most informed decisions around the clock, no matter where they are. Give patients and families the freedom to access trends and data anytime.
Learn More:
https://www.hommed.com/lifestream-products/lifestream-view/
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Manual Entry Monitor
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A Manual or ‘virtual’ Monitor, allows you to enter patient data and track biometrics without assigning a physical monitoring unit. The client is assigned a Manual Entry Monitor from the Equipment List and values are clinician entered and tracked in Current Status/Tabular Trends.
Manual Entry Monitors
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Patient engagement can be effective clinically and economically. It may also improve patient experience and satisfaction.
Why?
• A progression from monitoring to self monitoring
• To assess health behaviors prior to discharge
• To assist in chronic disease management
Benefits:
• A low cost option for tracking and trending a larger client population
• Measurement of client teaching and learned behaviors
• Provide an opportunity for client education
*Manual entry monitor functionality is a paid feature of LifeStream.
Contact your Territory Manager to inquire about pricing.
Manual Entry Monitors
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Scheduling
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LifeStream offers the user the two options when creating a questions dataset: •Weekly (Sunday through Saturday) •Multiple Blocks (up to 12 weeks)
Scheduling
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The Weekly Scheduling option will allow the user to create a Preset Configuration with a consistent schedule of questions from Sunday though Saturday.
Indications for use:
• Little or no variance in the assessment questions required
• Clients with cognitive or language barriers
Weekly Scheduling
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The selection of the Multiple Blocks option will allow the user to create a Preset Configuration with 1-12 weeks of varying Questions.
Indications for use:
• Clients with complex assessment needs
• To provide a comprehensive clinical assessment over a period of time
• As an adjunct to telephone assessments
Multiple Block Schedule
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Select System Configuration from the left-side menu and select the Other tab in the new screen:
Enabling Multi-Block Scheduling
Select Multiple-Block Schedules enabled for Questions and click on the Edit icon on the menu bar. A dialog box similar to the following appears:
Click the Value box and select Yes then save your changes.
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Key Performance Indicators (KPI)
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How do you measure success?
What are your Key Performance Indicators?
How do your stakeholders measure your performance?
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Goals and KPI Creation
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Key Performance Indicators (KPI)
– Efforts should produce results and a return on investment
– Data-based questions uncover valuable insights
– Intelligent/actionable data improves outcomes
Actionable data/intelligence
– Establish baseline measurements
– Ensure sample size: Is data sample reflective of your entire market?
– Ensure validity of data source: Documentation practices, etc.
– New processes/workflows can immediately be put into action
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Data Analysis
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• Patient Management:
– Management and triage of patient health data
– Care management and the coordination of care
– Clinical interventions
• Clinical Efficiency
– Allocation of clinical resources to meet the needs of the patient
– Clinical documentation practices which outline a consistent plan of care
– Utilization of best practice product and process tools
– Predetermined product capabilities and best practice supported workflow
• Program Effectiveness
– Alignment of resources/roles/responsibilities to support processes and procedures
– KPI met or exceeded
– Expand to new markets and create new partnerships
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Measure Results Against KPI Goals
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Benchmark against the following criteria:
Readmission rate: How often are our patients re-admitted to the
hospital and were any of the incidents preventable?
Quality of care and stakeholder satisfaction: Are our clients and
stakeholders satisfied with the care?
Operational and clinical efficiencies: Are we able to care for more
patients and reach them more often with telehealth?
Measuring a Successful Telehealth Program
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Key Performance Indicators:
Standard Reports
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LifeStream Reports/Standard Reports
An effective way to measure success, is to align the program goals with defined metrics and review the elements of the analysis on daily, weekly, quarterly and yearly intervals. The following are essential reports to help measure success:
For more standard report walkthroughs see:
Standard Reports Training Presentation
Patient Reports
• Patient List
• Patient Activity
• Patient Response to Vitals
Site Reports
• Patient Compliance
• Multi-Response to Vitals
• Patient Messages
Organizational Reports
• Clinician Activity
• Outcomes Questionnaire
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Standard Reports – Basics Standard reports are categorized by these three titles in the menu bar, based upon their purpose and functionality:
In the report toolbar always select report options (indicated by the arrow) for additional report functions.
Underlined columns may be sorted by clicking on the column header (below)
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Standard Reports - Sharing Reports
Standard reports may be shared in many ways with just a few simple clicks.
Click to print via the regular print settings window.
Instant one-click printing will print the report displayed on the user’s screen.
Click to fax a report.
Save a report in a variety of file formats, (shown on the right). If exporting as a graphic document, you will have the ability to choose a graphic file format and the desired picture resolution.
You may also send a report via email, directly from LifeStream. You may choose a variety of export options (seen below).
You will also be able to choose where to save the document.
This menu bar is displayed above any report.
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On the most basic level, you may choose to use the patient menu to run your own report. In the example below the user included Custom Fields using the Column Chooser, in addition to other data fields. To create a report from Patient List, select Print Preview (indicated by the arrow below).
Patient List Report Through the Patient Menu
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Patient List Report/Patient Menu
Custom Field
Site or Category
Other navigation landmarks in the patient menu:
Sort by Active
or Inactive
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Display a list of active/inactive patients including their monitoring start/end date, insurer, diagnosis, custom fields and more. Use this report daily to create a comprehensive list of active and inactive patients.
Patient List Report
Patient Reports
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Patient List Report
Analyze information such as the length of service on a monitor, specific outcomes and Key Performance Indicators.
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Display the audit trail of a patient within a defined time frame as well as the actions/details associated with an event.
Patient Activity Report
Run weekly to review clinician productivity and
management of monitored patients.
Report Options include adjusting the Report Period:
Patient Reports
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Display the response(s) and comments regarding a patient’s monitor data. Report Options include: Report Period; Responses(s); and Response Detail (free text comments).
Response to Vitals Report
Patient Reports
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Response to Vitals Report
Indications for Use:
• Review patient management including: the number of phone calls to the physician;
unscheduled clinical visits and patient education.
• Review triage responses after an emergency.
• Generate supportive evidence for continued services.
• Coordinate triage responses and patient education to an overall care plan.
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Displays a list of expected patient readings; received readings; Red Alert readings and percent of compliance. Remember that all reports may be exported to Excel or other formats for your convenience.
Patient Compliance Report
Site Reports
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Patient Compliance Report
Indications for Use:
Compare the expected readings with the readings received, as well as the amount of red alerts for each patient. Review the percentage of patient compliance within a defined period of time. Report Options include Unscheduled Readings as well.
Analyze Track the percent of patient compliance to determine averages and find problems. Reallocate resources if necessary. Determine patient parameters settings. Improve clinical efficiency. Note patient instability and adjust care plans based on monitor readings. Determine the amount of patient knowledge about equipment and plan patient education.
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Multi-Patient Response to Vitals Report
This report display (left) numbers all of the patients in the system with a selected diagnosis.
Use regularly to review the responses to vital signs in order to improve patient management and clinical efficiency.
Review patient management, like the amount of phone calls to a physician, unscheduled clinical visits, patient education and more. Review triage responses after an event. Coordinate triage responses and improve patient awareness of the overall care plan.
Program manager can pull the report in order to get a quick idea of how the clinicians are responding to the data and then provide feedback to the clinicians on charting.
Site Reports
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Multi-Patient Response to Vitals Report
Select Report Options to adjust the report scope.
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Multi-Patient Response to Vitals Options
After selecting Report Options, customize the report by first selecting the Diagnosis and the Report Period. The Responses to Include and Response Details may also be chosen.
Once you select a diagnosis, click the icon (indicated by the arrow on the left,) to add a Diagnosis to the list. A single arrow adds one Diagnosis to the List Click the double arrow icons to add or remove the entire Diagnosis list.
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Allows the LifeStream user to track and monitor all outcomes questions, messages, reminders, and/or requests for a patient to retest during a specified time period. This also tracks which clinician sent a message, who acknowledged it and whether the patient complied.
The monitor must be compatible with the patient messages feature (Genesis DM Version 4.12.11A and above). The customer PIN must have the “Patient Messages” option enabled. The LifeStream user must be signed into LifeStream as a Clinician, Clinician/ Administrator or Administrator.
Patient Messaging Report
Patient Messaging Improves the Quality of Care! Patient messaging is essential when an agency does not have the resources to place phone calls to patients on a routine basis. Messaging may answer non-emergency questions, educate customers and provide personalized reminders!
Site Reports
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Clinician Activity Reports
Administrators have access to the detail of clinician activities to determine staffing patterns. Administrators may provide reassurance to interested parties that an audit trail is securely produced.
Use to understand who performed any actions related to a patient.
Document for compliance purposes. Can be easily printed and exported for data collection.
Organizational Reports
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Clinician Activity Reports
After selecting Report Options, choose the User, the Report Period and click Preview.
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This report helps reveal critical patient data that is gathered
when the patient is asked Outcomes Questions.
Outcomes Questionnaire Report Organizational
Reports
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Indications for Use:
• Quantify medication changes and self-reported clinical events. • Be proactive in measuring outcomes on a weekly basis. • Analyze and improve outcomes or intercede with medication changes.
You may sort data by month; detail by month; details by patient; and by Site/Category.
Outcomes Questionnaire Report
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Select the Outcomes Questionnaire checkbox under the Demographics menu (arrow below) to enable this function.
Remember: Questions need to be programmed into the monitor.
Setting Up the Outcomes Questionnaire Report
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In addition to the Responses and Comments fields, the Outcomes Questions allow clinicians to provide additional information about the “Yes” response(s) to questions number 48-51, for example, which are starred on the right:
1. Responses: In this instance, the clinician selected Changed Medication and Visited Emergency Department.
Note: If the patient answers Yes to one or more questions, the clinician must provide a response to the follow up questions listed in the Outcomes Questionnaires field before acknowledging the reading.
2. Outcomes Questionnaire: Because the patient answered Yes to question 48 and 50, the clinician is prompted to select a cause for the visit. The clinician will scroll down to respond to the additional prompt associated with question 50.
3. Comments: The clinician also entered comments to further describe the episode.
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2
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Understanding the Outcomes Questionnaire Report
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Key Performance Indicators:
LifeStream Analytics
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A powerful and highly flexible tool designed to:
• Provide a limitless way to explore LifeStream data and create customized queries and reports.
• Query based on any user-defined parameters and time intervals.
• Provide a simple, easy to use interface with a 3-step workflow.
• Drive productivity & analyze metrics by running saved custom reports whenever they are needed in your organization.
• Save customized queries as “favorites” and run clinician-prepared and tested “published queries.”
• Export of reports in familiar file formats
* Analytics is a paid feature of LifeStream. Contact your Territory Manager to inquire about pricing.
LifeStream Analytics
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Biometric Management of Averages
Displays the average biometric readings and averages for each patient. This report may be used to analyze data trends for a specific patient, or to provide data to care providers for clinical management of a patient's disease process. Default settings include readings from the first date of the previous full week (Sunday - Saturday).
Count of Alerts for Previous Day
Displays the amount of alerts from the previous day for all active patients. Groups and displays the vital reading by severity and allows for data filtering by the last full day. The amount of vital readings may also be grouped by severity.
Count of Patients Monitored for Previous
Month
Displays monitored patients (active and inactive) from the first day of the month to the last day of the previous month.
Daily Note Report for Red Alerts
Display’s clinician's notes/comments for all patients’ red alerts. May use the report to view all notes/comments and determine the need to follow up with the highest-risk patients.
Glucose Biometric High Average
Displays the average high glucose readings for all patients who have reported results above a normal medical range (filtered from 130mg/dl to 700mg/dl). This report may be used to analyze data trends to determine effective alert parameters.
Glucose Readings and Average for all Patients
Displays all glucose readings and averages, grouped by medical record number, minimum/maximum reading or averages. This data may be used by a care provider to monitor and develop a treatment plan.
Length of Service by Diagnosis
Displays a list of all active patients with an episode less than 60 days, grouped by diagnosis. An average length of service (in days) may also be displayed. This data may be used to look at diagnosis based on LOS to forecast the organizations telehealth needs (number of monitoring units/care practices, etc).
User Productivity Report
Displays the amount of alerts each LifeStream user responds to, starting with the first day of the previous month through the last day. Filter by alert quantity, severity or user name. This report may be used to manage LifeStream Clinicians’ productivity.
Analytics: Published Query Examples
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Equipment Tracking
Monitor Status by Site Table - Count
Track monitor utilization and count the monitors in each status category at every site. Use the "Group Into Column" feature to create a table when using two groupings and displaying one value.
Monitor Status by Site Table - Percentage
Track monitor utilization with a table showing only the percentage of monitors in each status category for every site. Use the "Group Into Column" feature to create a table when using two groupings and displaying one value.
Monitor Status by Site with Patient Detail
Track monitor utilization and list all monitors by status for every site. Report displays the patients assigned to a monitor and their addresses.
Outcome Measures
Hospital and ER Admits List all patients the telehealth clinicians have marked as having been admitted to the hospital or the emergency room in the last month. The patient ID, name, primary diagnosis and response comments are also included in this report. This report may be used to track patient outcomes.
Workload
Distribution of Vital Readings by Hour
Show the distribution of vitals readings in each hour of the day for the previous day. This report may be used to determine the busiest times for incoming readings.
Length of Monitoring Period by Case
Manager
Report the average length of monitoring time for active patients, filtered by case manager. Details about the monitoring period and diagnosis are displayed. This report may be used to manage and compare the monitoring workload of different case managers.
Patient Load by Care Provider
Display the active patients, filtered by care provider. Care providers are sorted alphabetically and may be filtered by care provider "types of interest." This report may be used to track the workload of active patients for all care providers.
Analytics: Published Query Examples
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LifeStream Management Reports Count of Active TH Cases Display the amount of active telemonitored cases per site.
Count of Alerts Report the categories of alerts and amount of alerts for active patients and valid packets only. Display the reading time of the vitals from the last week, grouped by patient ID. Change the "Reading Time" filter to adjust the dates.
Count of Assigned Monitors Display the amount of assigned monitors, including monitors assigned to multiple patients. Group results by assigned sites.
Count of Monitors by Site Provide a count and status of all monitors, grouped by site.
Count of Readings per Day Display the amount of readings today.
Count of Red Alerts BP Display blood pressure monitor Red Alerts from all active patients.
Count of Red Alerts Day Display the amount of Red Alerts today.
Count of Red Alerts Past Week Display all Red Alerts from the last week.
Count of Red Alerts SP02 Display the SPO2 Red Alerts from all active patients.
Count of Red Alerts Weight Display weight Red Alerts from all active patients.
Count of Response to Vitals Report displays Reponses to Vitals based on the amount and percentage. Group results by patient medical ID. This report only provides the last week of data. Change the Filter in the Acknowledged Time section if a date needs to be modified.
Response Time Scheduled Readings
Report shows time scheduled vitals acquired, time vitals were acknowledged and the response time to that reading. Included is an average of all response times shown as the median. This report displays the last week of data. Change the "Reading Time" filter to adjust the date.
Response Time Unscheduled Readings
Report shows time un-scheduled vitals acquired, time vitals were acknowledged and the response time to that reading. Included is an average of all response times shown as the median time to that reading. Included is an average of all response times shown as the median. This report displays the last week of data. Change the "Reading Time" filter to adjust the date.
TH Monitor Time Display the medical ID for a patient and show an Episode start and end dates; monitoring start and end date; the monitoring timeframe and active/inactive status.
Analytics: Published Query Examples
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Telehealth Program Resources
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Management Considerations
Allocation of Resources
• Clinical Staff
• Non-Clinical Personnel
• Hardware and Software
• Proficiency of Personnel
Telehealth Delivery Model
• Patient inclusion
• Device Management
• Patient/Event Oversight
Best Practices
• Standards of Care
• Key Performance Indicators
• Program Sustainability
• Program Scalability
There may be a lot to balance on any given day. LifeStream tools get results you need.
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Clinical Consulting Services
Clinical Consultants are a trusted professional resource for implementing a successful telehealth program. Consultants will help: Plan, deploy and optimize your telehealth program.
Drive best practices and ensure long-term program sustainability.
Create a comprehensive assessment of your program. Provide recommendations to maximize your success.
Develop Key Performance Indicators to measure achievement toward realistic goals.
Get started by registering for a free clinical assessment: http://resources.hommed.com/SurveyLandingPage_ConnectingtheCareContinuum.html
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Additional LifeStream Training Modules
• Administrator module
• Intermediate module
• Advanced module
Clinician-led webinars are happening all year.
Go to the following link to learn more: http://resources.hommed.com/LifeStreamWebinarRegistration.html
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Additional Educational Resources • Access Help menus, Quick Reference Guides, and confirm your LifeStream version within LifeStream via
the Help Menu
• Access product manuals including LifeStream Manual, training videos, and other Clinical Support materials via the password-protected pages on our website:
http://www.hommed.com/lifestream-services/clinical-support/
Documents:
• P4136EN Clinical Workflows
• P4137EN LifeStream Administrative Workflows
• P4138EN LifeStream Reports Overview
Contact your Honeywell HomMed team:
• Regional Territory Manager
• Clinical Consultant
• Customer Service: 888-353-5404