Using Medical-Objects Trinity (Referral Client)
Version 1.2
Overview:
Provide a guide on using the Medical-Objects Trinity Client for the sending of Referrals and explains the features of the Trinity Activity Report. 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.
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.
