Configure Medical-Objects Capricorn and Genie software to send electronic letters

Overview:

Provide a procedure to install and configure Medical-Objects Capricorn.

This procedure covers setup for directly sending messages from Genie.

Install and Configure Capricorn Software

1. Download the latest Capricorn from the following link

http://download.medical-objects.com.au/

2. The link on the download page looks like the following

3. The following window will appear

4. Click on Save

5. The following Save As window will appear. Save the Setup.exe in the directory C:\MO, if the directory does not exist create it

6. Once you have clicked Save, the following download screens will appear

7. Uncheck [ ] Close this dialog box when download completes

8. After it has been downloaded, click Run

9. At the Security Warning, Click Run

10. Once you have clicked Run, the installation process starts

11. Click Next

12. Click Next

13. Click Install, the following window will appear

14. The Setup wizard is now complete

15. Click Finish

Registration Process

1. Once the setup is complete you will need to enter the Token or Serial key that you will acquire from the Medical-Objects help desk. The Token or Serial key can be emailed to you

2. From the email, copy the token, click the blue Paste Token link. This will automatically fill in the Registration Token for you

3. Click Enter

4. Once you have clicked Enter, the PGP Key Generation Window will appear

5. Enter PGP in lowercase into both fields. Then Click Next

6. Once you have clicked Next, the following window will appear

7. At this window just type anything to make the blue bar move to 100%, then click Next

Note: What you type should be in lowercase.

8. Once you click Next, the following window will appear

9. Click Finish

Note: The main installation is now complete. The HL7 tray icon will now be shown in the system tray located at right hand bottom of the desktop.

Configuring Capricorn Software

1. Double click the HL7 Tray icon

Note: If the Capricorn HL7 tray icon is not visible, open Capricorn from the Start Menu > All Programs > Medical-Objects > Medical Objects Capricorn or from the C:\MO\Capricorn\Capricorn.exe

2. The Log window is displayed

3. Click the Edit Server Properties icon

4. The Login screen will appear as shown below

5. Enter the following Username and Password and then click OK

   Username:	SYSDBA
   
   Password:	masterkey

6. Click on the Integration Options. Under Ack Management set the path for acknowledgements for Genie

7. Set the ACK Management path to the local Import folder on the server or the network path on a workstation, that points to the server import folder; for example:

Genie

(Capricorn installed on a Genie Server Machine)  --> C:\Genie\Labrslts\Hl7ACKS

(Capricorn installed on a Genie Client Machine)  --> \\server\Genie\Labrslts\Hl7ACKS\

8. Click on Server Parameters in the left hand side panel

9. Under the Message Output Directory (main) set the results import path

10. Next set the paths as per the Sub points below

(Capricorn installed on a Genie Server Machine) -->

i.	Message Output Directory: 	C:\Genie\Labrslts\

ii.	Save Pathology: 		C:\Genie\Labrslts\

iii.	Save Radiology: 		C:\Genie\Labrslts\

(Capricorn installed on a Genie Client Machine) -->

i.	Message Output Directory: 	\\server\Genie\Labrslts\

ii.	Save Pathology: 		\\server\Genie\Labrslts\

iii.	Save Radiology: 		\\server\Genie\Labrslts\

11. If you would like to send reports directly from Genie continue on otherwise goto step 23

12. Click on Manage Queues in the left hand side panel

13. Click Add

Enter HL7 Outgoing for the Queue name.

Enter C:\Genie\Medical Objects\Outgoing\ for the Base Directory

14. Next Click on HL7 OUTGOING in the Queues to watch for messages pane and then click on Setup

15. Click on Add in the window that appears and choose the following decorator from the menu that appears

Decorator:

Specify File Mask

NOTE: For this particular decorator when you are returned to the queue building screen you will have to set *.HL7 (HL7 Messages) from the drop down for that Decorator.

16. Repeat step 15 for the following decorators

NOTE: You must do them in sequence

Strip Illegal Characters

Move ACKs to Application ACK Folder

Fix REF Message

Convert REF message to ORU format

Route with Capricorn

NOTE: If you need to change the order of the decorators you can click on the decorator in the queue and use the arrow buttons on the right hand side of the screen to change their priority.

17. If you get an error at anytime sending from Genie that looks similar to the following: EFTInvalidFormatCode:Invalid escape sequence format code ".RTF"' then you will have to add the following decorator after the Strip Illegal Characters Decorator

Modify Message with HL7 Script

Once you have added the Decorator add to it the following code in its main settings box just under the Edit button.

Program Test;
var i:Integer;
    s : String;
    OBXStart: Integer;
begin
    //HL7 Data is a precreated object with the HL7Data loaded
  OBXStart := HL7Data.IndexofSegment('OBX');
  writeln('OBX Index is '+ inttostr(OBXStart));
    for i := OBXStart + 1 to HL7Data.segmentCount-1 do
    begin
      if HL7data[inttostr(i) + '.3.1.1'] = 'RTF' then
      begin
        HL7Data.DeleteSegment(i);
        break;
      end;
    end;
end.

18. Go to the Server Parameters option on the left hand menu. Here you need to upgrade the Server File Prefix to a 3 letter acronym for the practice. This prefix will be used when naming outgoing messages

19. Next go to the Setup Global Parameters. Set the Seconds to wait before processing files to 10 seconds. This allows Genie time to save the file completely before Capricorn tries to send it

20. Sending Letters

After writing the Letter, click on the Send via 3rd Party checkbox and select Medical Objects from the popup menu. If you haven’t already entered the Addressee’s Medical Objects Identifier, you will be reminded to enter it, and the Address Book record will open. Click the Save button to save and close the letter

21. Genie will then export the letter in HL7 format, into the Outgoing folder that was set up previously

22. Note that you can actually type the letter on any computer in the network, but it is only exported on the computer with the Medical Objects Outgoing folder. Genie checks for any letters to be exported every 60 seconds, or whatever you have the Refresh Interval set to in your Appointment Preferences

23. To run the Capricorn as a Service, go to Step 15 otherwise just click OK

24. The Log screen will appear as shown below. Close the Log screen with the X in the corner of the window

25. The tray icon should appear and the installation is complete

26. To run the software as a Service select Service Configuration

27. Click the Install Service button

28. Click OK

Note: DO NOT Start the Service from here.

29. The Log screen will appear as shown below. Close the Log screen with the X in the corner of the window.

30. Close the Capricorn Tray Icon by right clicking the Icon and selecting Shutdown

31. A message will appear asking you to confirm this. Select OK

Note: Capricorn Tray Icon should have now been closed. No red HL7 Tray Icon should now be visible.

32. To Start Capricorn running as a Service. Click Start > Run, then type services.msc, then click OK

33. The service console should appear as shown below

34. Scroll down until you locate Capricorn

35. To start the service, right click Capricorn and then left click Start

36. The following screen should display the starting process

37. Under Status, it should show as Started

Web Activity Report

Once the installation of Capricorn is complete a desktop icon will appear shown below.

1. Double Click the Desktop Icon MO Delivery Report this will display new results as they arrive

Note: This Web Activity Report will display all results received and sent through Medical-Objects.

The Web Activity Report also has a query function that can bring up results from a particular period.

Updating the Genie Address Book for Messages Transmission

1. Install the latest version of Trinity on the computer that will be updating the Genie Address book

Trinity can be found at:

http://download.medical-objects.com.au/BleedingEdge/referral-setup.exe

NOTE: the Trinity Client will take 60 seconds to startup. When it does it will appear in the tray as per the picture below.

2. Right click on the Trinity and choose Provider Lookup

3. When in the Provider lookup you have multiple search types. The most commonly used is Name. The name search is used by entering the Surname > space > Firstname or parts of each into the box provided. When you click on the Lightning Bolt, results will appear

4. When you click on one of the search results the provider number of the provider you clicked on will be copied to the clip board.

You can also look at additional details of that provider if you press the More Detail button at the bottom of the window

5. The provider number you have copied needs to be pasted into the Provider Number field in the details pane of that contact in Genie

6. Additionally in the Correspondence tab in the address book for that contact you will need to set the Preferred Method of Communication to Medical Objects and also paste the Provider Number into the Medical Objects field at the bottom of the form

7. To send a message using that provider when you save correspondence in Genie you choose the tick box send via Third Party and make sure Medical Objects is selected. Finally when you are ready to send make sure that Ready to Send is selected and then click save.

As long as the provider has been setup at above the message should route correctly

8. It is advised that at the end of each day you check the delivery report and ensure that all messages sent end up in the outgoing sub header

NOTE: If you are sending to the practice for the first time the messages may sit in unroutable for a short time while addressing details are found in the system.

Should you require any more information or have encountered a problem please call the support helpdesk on (07) 5456 6000.