Installing Medical-Objects Trinity (Referral Client) and Smart Card for Terminal Services
Version 1.0
Overview:
Provide a procedure to install and configure Medical-Objects Trinity and the PKI Smart Card to pick up the PKI Token through Terminal Server Windows.
Trinity is the electronic referral software available to General Practitioners.
Contents |
Hardware and Software requirements
IMPORTANT INFORMATION
NOTE: If you do not have a Smart Card you can apply for one at
http://hesa.gov.au/apply.htm
Proper compatibility with Terminal Server and Individual PKI keys depends entirely on the type of USB PKI Token you have. We recommend trying to obtain a GemPC Twin or Smart Card (USB) as this type of card is able to pass the token through the terminal session without any issues. (See below for more information)
This type of card should be able to pass the Token through the session without any problems.
Installing Medical-Objects Trinity and the PKI Smart Card for Terminal Services
NOTE: If your Smart Card was not supplied with drivers. You will be able to find them near the bottom of the download page of our web site
http://download.medical-objects.com.au/
1. Install the Smart Card drivers on BOTH the server and the Workstation
Server Installation
1. Download the latest Trinity Setup from
http://download.medical-objects.com.au
2. Install the referral client on the server
3. Double click on the referral-setup.exe
4. The following window will appear
5. Click Run and the new window will appear
6. Click Next
7. Check that the default directory will be OK to use. Click Next
8. The next window will appear, Click Install
9. The next window will appear. Check the [ ] Start Referral Client box.
10. Click Finish, the software can take up to 10 seconds to complete the final stage of the install. Once the software is installed you will observe the Trinity icon in the system tray, shown below
Workstation Install
1. On the workstation plug in your Smart Card
2. Open a Remote Desktop Connection
3. On the Remote Desktop window click on the Options>> button
4. Click on the Local Resources tab and click the More button
5. Make sure the Smart Cards button is checked
6. On the Server right click the Trinity icon and select from the menu Admin then Edit Configuration
7. The following window will appear. Select PKI Configuration in the left panel
8. Click the Edit Keyring button
9. The following window will appear
NOTE: The Smartcard will appear under Tokens displaying the doctor’s name. The Smartcard is now installed.
10. Click OK to close the window. The following window will appear
11. Ignore the Validation Error and click Proceed
12. Perform a LDAP refresh to pick up the CRL and New Certificates
13. Click OK on the Configuration Editor window to complete the installation
How To: Use the Trinity Software
When using your Word Editing Program, make sure your templates have RE: and DOB: included. Having the RE: and DOB acronyms in your template, this will enable the Medical-Objects Referral Client to automatically fill in the patient details and date of birth for you. For this example, Medical-Directors Letter Writer application is used.
1. To send the template or letter to the Referral Client, Press Ctrl + A to select all the text
2. Press Ctrl + C to copy the text to the clipboard
3. The referral client will recognise it as a patient referral, and show a large M icon on the screen, like shown below
4. Double-click on the M and you will be presented with an addressing window
5. The referral client will recognise it as a patient referral, and will open the referral window, like shown below
6. By adding Re: and DOB to your referral template will also pre populate the patient name and date of birth in the referral window
7. Select the Lookup Provider icon shown above
8. Enter the first few letters of the surname of the doctor that you wish to send the report to then press Enter
9. A list will be displayed showing doctors in our system that matches your request
NOTE: Some providers practice at multiple locations, so make sure that the one you select matches your intended recipient.
10. Once you select the provider to send to, you will be asked Send Now?
11. Verify the report is ok, and then click Yes to send
12. You will be required to enter the Passphrase for your PKI token
NOTE: If you do not know this passphrase, check with your practice manager, or preferably call HeSA, as these tokens do become unusable if you enter the password incorrectly too many times.
Trinity (Referral Client) Web Activity Report
NOTE: When you send referrals via the Medical-Objects referral client Trinity you can track the delivery of those referrals using the Web Activity Report. The following Document shows you how to access the delivery report and also how to interpret it.
1. Right click the Trinity icon in the system tray
2. Select View Delivery Report this will display the Web Activity Report in your default browser
3. The following screen shot displays the top part of the Web Activity Report that shows the practice name, computer specifications and where Medical-Objects Capricorn is installed.
Capricorn is the download program that is installed at your practice and Trinity uses Capricorn as a server to send referrals.
4. The next area of the web report gives you the opportunity to look up past results via the query function. Just enter the required time frame and select Submit Query
5. The following area of the web report looks at the results that have been sent
6. The diagram below shows all outgoing Referrals or Letters
7. The above report shows us the receiving facility Kawana Waters Medical Centre and the date the result arrived at the receiving practice 12.9.2008 at 15.12pm
8. The second yellow box shows when the result was imported into Medical Director 12.09.2008 at 15.31pm
9. The following area of the web report looks at the results that have been received from other facilities
10. As you can see below, the Incoming messages provide similar acknowledgements as the sent results, so you are informed of the complete delivery process
11. Once the result has been received the first acknowledgement is created
12. When the results are imported into practice management software it will show another acknowledgement displayed in the above diagram. Dated at 12.9.2008 15.08
If you are unable to display the Web Activity Report please call Medical-Objects Helpdesk on 07 5456 6000.
For more Installation and User guides see the following link
http://www.medical-objects.com.au/support
Should you require any more information or have encountered a problem please call the support helpdesk on (07) 5456 6000.
