FCC ID: R9M-IDOT-001 802.11b radio

intelliDOT iConnect System User Guide Copyright P/N TP0001-01 Rev. B intelliDOT iConnect System User Guide Reproduction in any manner whatsoever without the written permission of intelliDOT Corporation is strictly prohibited. Changes in equipment, software, or procedures may occur periodically; information describing these changes will be included in future editions of the User Guide. Information in this document is subject to change without notice and does not represent a commitment on the part of intelliDOT to provide additional services or enhancements. intelliDOT iConnect System User Guide P/N: TP0001-01 Rev. B Date: 8/19/04 intelliDOT is a registered trademark of intelliDOT Corporation. 2004 13520 Evening Creek Drive North. Suite 400 intelliDOT San Diego, CA 92128 Phone: (858)746-3100 Fax: (858)-746-3101 www.intelliDOT.net All rights reserved. Printed in the United States of America. ii Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Preface Thank you for choosing the iConnect Handheld Device system. iConnect Handheld Device is a handheld scanner used to assist the nurse in the medication administration process. iConnect Handheld Device promotes nurse and patient safety by verifying that the right patient is getting the right medication, at the right dosage, at the right time, via the right route. The iConnect Handheld Device focuses on the daily use, minor maintenance, and troubleshooting of the iConnect Handheld Device and the iConnect DOT Manager. The guide does not cover service or repair procedures. For information about iConnect Handheld Device that is not covered in this document, please call Intellidot at : 877-368-3687. intelliDOT iConnect System User Guide Confidential iii P/N TP0001-01 Rev. B Overview This User Guide includes the following information about the IntelliDOT iConnect System:

System Overview Using the iConnect Handheld Using the iConnect System Manager Generating Reports Creating Command iDOTs Diagnostics, Troubleshooting, and Safety Conventions This User Guide uses the following conventions:

The name of a document title, field, screen, or tab is formatted in italics. The name of a button, command, option, or icon is formatted in bold. Text Icons This document uses the following symbols:

Note text contains supplementary information or emphasizes a point or procedure. Caution indicates a potentially hazardous situation which, if not avoided, could result in minor or moderate injury. Caution is also used to alert against unsafe practices that could result in unpredictable results or data loss. Warning indicates a potentially hazardous situation which, if not avoided, could result in death or serious injury. iv Confidential intelliDOT iConnect System User Guide Contents P/N TP0001-01 Rev. B Contents Chapter 1 System Overview.................................................................................... 1-1 Introduction.................................................................................................... 1-1 iConnect System Definition...................................................................................... 1-1 iConnect System Benefits.......................................................................................... 1-1 Outline of System Overview Section....................................................................... 1-2 iConnect System Components ....................................................................... 1-2 iConnect Handheld .................................................................................................... 1-2 Physical Description................................................................................................... 1-3 Charging the Device................................................................................................... 1-3 Operating the iConnect Handheld........................................................................... 1-3 Durability ..................................................................................................................... 1-4 Using the iConnect Handheld .................................................................................. 1-4 iConnect System Manager......................................................................................... 1-5 Physical Description ........................................................................................... 1-5 Access / Operation of the iConnect System Manager.................................. 1-5 Functions.............................................................................................................. 1-5 iConnect Server........................................................................................................... 1-5 Physical Description ........................................................................................... 1-5 Purpose ................................................................................................................. 1-5 iConnect System Installation.......................................................................... 1-6 Wireless Access Point Installation ........................................................................... 1-6 Function, Location, and Definition.................................................................. 1-6 Installation Responsibility.................................................................................. 1-6 Purpose ................................................................................................................. 1-6 intelliDOT iConnect System User Guide Confidential v Contents P/N TP0001-01 Rev. B Interface Installation .................................................................................................. 1-6 Definition ............................................................................................................. 1-6 Information Components.................................................................................. 1-6 Installation Responsibility.................................................................................. 1-7 Development and Testing.................................................................................. 1-7 Bar Coding................................................................................................................... 1-7 Nurse Badges ....................................................................................................... 1-7 Patient Wristbands .............................................................................................. 1-7 Medication Packages........................................................................................... 1-7 Pharmacy System Setup............................................................................................. 1-8 Formulary ............................................................................................................. 1-8 System Configuration Process........................................................................... 1-8 Clinical Settings.................................................................................................... 1-8 Nursing Workflow Setup........................................................................................... 1-9 Workflow Assessment by IntelliDOT ............................................................. 1-9 Hospital-Specific Policies and Procedures ...................................................... 1-9 Chapter 2 Using the iConnect Handheld ............................................................... 2-1 Features of the iConnect Handheld ...............................................................2-2 Charging the iConnect Handheld ..................................................................2-3 iConnect Handheld Display Convention Used in this User Guide.................... 2-4 Scanning .........................................................................................................2-4 Scanning Bar Codes.................................................................................................... 2-4 Scanning iDOTs ......................................................................................................... 2-5 Login/Logout.................................................................................................2-5 Logging In ............................................................................................................ 2-5 Logging Out......................................................................................................... 2-6 Assigning Patients to Yourself Using the iConnect Handheld .....................2-8 Assigning Patients Using the Patient Assignment Worksheet and iConnect Handheld .................................................................................................... 2-8 Medication Administration Using the iConnect Handheld ..........................2-9 Basic Medication Administration Process for Scheduled Medications............2-10 Basic Medication Administration Process for Multi-dose PRN Medications.2-13 Responding to Prompts for Data During Administration.................................2-15 Dose-Due Reminders and Overdue Alerts................................................... 2-17 Dose-Due Reminders...............................................................................................2-17 Overdue Dose Alerts........................................................................................2-18 Omitting a Due Dose .......................................................................................2-18 Using Snooze .....................................................................................................2-20 Using Delay Dose.....................................................................................................2-20 Using Cover Patients to Transfer Patient Responsibility ...................................2-21 vi Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Contents Medication Administration Warnings..........................................................2-22 Early or Late Warnings............................................................................................2-22 Clinical Warnings......................................................................................................2-22 Timeout Warnings....................................................................................................2-22 Unknown Medication.......................................................................................2-23 Dose Out of Range...........................................................................................2-23 No Order Found Warning...........................................................................2-24 Battery Low Warning ...............................................................................................2-24 Advance Prepared Items ..............................................................................2-25 Case 1 - Prepared Item that is printed on the Prospective MAR......................2-26 Case 2 - Prepared Item that is printed on the Prospective MAR and requiring a witness ....................................................................................................2-28 Case 3 - Prepared Item with multiple medications that is printed on the Prospective MAR......................................................................................................2-31 Case 4 - Administering Medications for Cases 1-3..............................................2-33 Case 5 - Prepared Item that is NOT yet printed on the Prospective MAR ....2-35 Case 6 - Prepared Item with multiple medications that is NOT yet printed on the Prospective MAR ...........................................................................2-40 Case 7 - Administering Medications for Cases 4-5..............................................2-44 Multi-Component Items Dispensed by Pharmacy ......................................2-46 Correcting or Canceling During Medication Transactions .........................2-47 Communicating Directly with Pharmacy using the iConnect Handheld ...2-48 Pharmacy Inventory Verification Using the iConnect Handheld ...............2-49 Chapter 3 Using the iConnect System Manager ................................................... 3-1 Logging into the iConnect System Manager .................................................3-2 Login ..................................................................................................................... 3-2 Configuration Setup........................................................................................3-3 Hospital Address Setup ............................................................................................. 3-3 Printer Setup................................................................................................................ 3-4 Adding, Editing, and Deleting Printers............................................................ 3-4 Shift Setup.................................................................................................................... 3-5 Formulary Setup .............................................................................................3-6 Clinical Warnings........................................................................................................ 3-6 Adding, Editing and Deleting Clinical Warnings ........................................... 3-6 Clinical Prompts.......................................................................................................... 3-8 Adding, Editing, and Deleting Clinical Prompts............................................ 3-8 Master Drug File.......................................................................................................3-10 Formulary Download .......................................................................................3-10 Formulary Configuration .................................................................................3-10 intelliDOT iConnect System User Guide Confidential vii Contents P/N TP0001-01 Rev. B Nursing Unit Setup ...................................................................................... 3-13 Adding, Editing, and Deleting Nursing Units ..............................................3-13 Sig Code Setup.............................................................................................. 3-15 Adding, Editing, and Deleting Sig Codes......................................................3-15 Adding, Editing, and Deleting a One Time Order ......................................3-17 Adding, Editing, and Deleting a PRN ...........................................................3-19 Role Setup..................................................................................................... 3-21 Complete List of User Roles and Privileges .........................................................3-22 Suggested Privileges for Director/Nurse Manager Roles.......................3-23 Suggested Privileges for Charge Nurses Roles .........................................3-24 Suggested Privileges for Staff Nurses Roles .............................................3-25 Suggested Privileges for Ward Clerks/Unit Secretaries Roles ...............3-25 Suggested Privileges for Pharmacists Roles .............................................3-26 Suggested Privileges for Pharmacy Technicians Roles............................3-27 User Setup (Adding and Editing) ................................................................3-28 Patient Setup (Adding and Editing).............................................................3-29 Reviewing Medications on the iConnect System Manager ................................3-29 iConnect System Manager MAR ..................................................................3-30 How to View the MAR............................................................................................3-30 Editing an Administration on the On-Line MAR ...............................................3-31 Adding a New Administration event on the On-Line MAR .............................3-32 MAR Notes................................................................................................................3-34 Patient Specific Notes.......................................................................................3-34 Medication Order Specific Notes ...................................................................3-36 Administration Specific Notes ........................................................................3-37 Assigning Patients ........................................................................................3-38 Configuring iConnect Handhelds ................................................................3-39 Site of Administration Setup (Adding and Editing) ....................................3-40 Override Reasons Setup (Adding and Editing) ........................................... 3-41 Script Setup................................................................................................... 3-41 Reports.......................................................................................................... 3-41 DOT Organization Setup .............................................................................3-42 iDOT Definitions.....................................................................................................3-43 Chapter 4 Generating Reports................................................................................ 4-1 Medication Administration Record................................................................4-2 Viewing your Medication Administration Report ................................................. 4-2 Printing Medication Administration Record .......................................................... 4-5 Medication Administration Record (By Unit) ...............................................4-7 Viewing your Medication Administration Report viii Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Contents

(By Unit)....................................................................................................................... 4-7 Printing Medication Administration Record (by Unit).......................................4-10 Medication Administration Record

(By Nurse) .................................................................................................... 4-12 Viewing your Medication Administration Report

(By Nurse)..................................................................................................................4-12 Printing Medication Administration Record (By Nurse)....................................4-16 Prospective MAR (by Patient)...................................................................... 4-18 Viewing your Prospective MAR (by Patient) .......................................................4-18 Printing your Prospective MAR (by Patient)........................................................4-22 Prospective MAR (By User) .........................................................................4-24 Viewing your Prospective MAR (by User) ...........................................................4-24 Printing your Prospective MAR (by User)............................................................4-28 Prospective MAR (By Unit)..........................................................................4-30 Viewing your Prospective MAR (By Unit) ...........................................................4-30 Printing your Prospective MAR (by Unit)............................................................4-34 Medication Administration DOT Sheet.......................................................4-36 Viewing your Medication Administration DOT Sheet.......................................4-36 Printing your Medication Administration DOT Sheet .......................................4-39 Administration History and Audit Report ................................................... 4-41 Viewing the Administration History and Audit Report......................................4-41 Printing the Administration and Audit Report ....................................................4-44 Seven (7) Day Medication Summary Report................................................4-46 Viewing your 7 Day Medication Summary Report..............................................4-46 Printing your 7 Day Medication Summary Report..............................................4-49 MicroTerminal Configuration Report.......................................................... 4-51 Viewing your MicroTerminal Configuration Report ..........................................4-51 Printing your MicroTerminal Configuration Report...........................................4-53 Patient Assignment Worksheet ....................................................................4-54 Viewing your Patient Assignment Worksheet......................................................4-54 Printing your Patient Assignment Worksheet......................................................4-56 Sig Code Listing Report (CSV) ....................................................................4-57 Viewing your Sig Code Listing Report (CSV)......................................................4-57 Printing your Sig Code Listing Report (CSV) ......................................................4-58 Formulary Listing Report (CSV) ..................................................................4-59 Viewing your Formulary Listing Report (CSV) ...................................................4-59 Printing your Formulary Listing Report (CSV)....................................................4-60 Administration Sites Listing.........................................................................4-62 Viewing your Administration Sites Listing ...........................................................4-62 Printing your Administration Sites Listing ...........................................................4-64 intelliDOT iConnect System User Guide Confidential ix Contents P/N TP0001-01 Rev. B Command DOT Listing ...............................................................................4-65 Viewing your Command DOT Listing .................................................................4-65 Printing your Command DOTs Listing................................................................4-67 Override Reasons Listing .............................................................................4-68 Viewing your Override Reasons Listing................................................................4-68 Printing your Override Reasons Listing................................................................4-70 DOT Keyboard ............................................................................................. 4-71 Viewing your DOTs Keyboard ..............................................................................4-71 Printing your DOT Keyboard ................................................................................4-73 Chapter 5 Creating Command iDOTs................................................................... 5-1 Command iDOT Prompt Setup .....................................................................5-2 Worksheet Reports .........................................................................................5-3 Chapter 6 Diagnostics, Troubleshooting, and Safety............................................ 6-1 Tethering the iConnect Handheld .................................................................6-2 Testing RF with the iConnect Handheld.......................................................6-4 Rebooting the iConnect Handheld ................................................................6-4 System Timeout and What to Do..................................................................... 6-5 Safety and Maintenance .................................................................................6-5 iConnect Handheld User Safety Information ........................................................ 6-5 General Tips......................................................................................................... 6-6 Cleaning the Device............................................................................................ 6-6 Batteries ................................................................................................................ 6-6 Battery Charging ......................................................................................................... 6-7 Wireless Networking.................................................................................................. 6-7 iConnect Handheld Radiation Specifications......................................................... 6-7 Troubleshooting .............................................................................................6-8 Unknown Patient ....................................................................................................... 6-8 Medication Can Not Be Found................................................................................ 6-8 Time Error................................................................................................................... 6-8 Device Does Not Turn On ...................................................................................... 6-8 Scanner Does Not Function..................................................................................... 6-8 Troubleshooting Quick Reference Chart................................................................ 6-9 x Confidential intelliDOT iConnect System User Guide System Overview P/N TP0001-01 Rev. B Chapter 1 System Overview Introduction iConnect System Definition The iConnect System, created by intelliDOT Corporation, is a wireless handheld workflow tool that allows patient safety checks, documentation, and communication functions to be completed quickly and easily by a nurse at the bedside. The iConnect System was custom-designed with nursing professionals to provide state-of-the-art patient safety while improving overall nurse productivity and efficiency. The system helps nurses manage a myriad of tasks with a single handheld wireless device that is linked in real time to the hospital's clinical information system. The heart of the IntelliDOT System is the iConnect Handheld. Using three simple keys, nurses can complete a variety of tasks and commands. With just a quick scan of a bar code or iDOT, critical information can be accessed. Information is delivered right into the caregivers hands, right when it is needed. iConnect System Benefits Studies performed in acute care hospitals show that bar code-based medication error prevention systems greatly reduce medication errors that occur during the medication administration process. These errors have caused regulatory agencies and some state legislators to mandate their use by 2005. intelliDOT iConnect System User Guide Confidential 1-1 iConnect System Components P/N TP0001-01 Rev. B Despite the existence of several bar code checking products, as of mid-2004 less than five percent of the 5,800 acute care hospitals in the U.S. have purchased bedside error prevention systems. Why? Poor product usability, prohibitive cost, and difficult installation and integration with existing hospital systems. The iConnect System is an easy-to-use, easy-to-integrate solution that is priced significantly less than other bar code medication safety systems. Built from the caregiver's point of view, the system combines a unique handheld device with innovative Documentation of Treatment (iDOT) symbology, to allow nurses to complete documentation at the bedside with just one hand. Outline of System Overview Section The iConnect System section of this document covers the following aspects of the iConnect System:

System components System installation iConnect System Components The iConnect System consists of the following key elements:

iConnect Handheld iConnect System Manager iConnect Server iConnect Handheld The iConnect Handheld is a small, battery-operated wireless device that incorpo-

rates two types of scanning technologya regular bar code scanner and a special digital camera-based scanner that reads a small information-rich symbol that intelliDOT calls the iDOT. The bar code scanner reads all standard bar codes used throughout the medication administration process-

from medication packaging (both in-house and manufacturers' bar codes), to patient wristbands and nurse badges. The iConnect Handheld scanning device reads the unique iDOT symbol to accomplish a wide variety of documentation and communication functions. 1-2 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B iConnect System Components Physical Description Weighing less than 8 ounces, the iConnect Handheld can be used comfortably in either the user's left or right hand. It has an extremely simple interface composed of:

A message display window from which the user views confirmations, instructions, and other information Three buttons that allow the user to scan a bar code, scan an iDOT, or confirm an action or instruction A visual and audible alert system to announce important information, such as critical overdue medications or new abnormal lab results The iConnect Handheld communicates continuously with the hospital computer systems using a wireless, radio frequency (RF) network operating on a standard 802.11(b) wireless protocol. Wireless access points owned by the hospital provide the iConnect System with an information channel to send and receive information from the iConnect Server, iConnect System Manager, and iConnect Handheld. Charging the Device A rechargeable battery powers the iConnect Handheld. When not in use, place the iConnect Handheld unit in the charger. It takes approximately 4 hours to completely recharge a drained unit. Each time the iConnect Handheld is placed in the charger, it will perform a wireless software maintenance routine. Maintenance may take anywhere from 30 seconds to several minutes. Do not remove the iConnect Handheld from the charger during software maintenance. Once maintenance functions are completed, system charging will begin. Operating the iConnect Handheld Caregivers use the iConnect Handheld to scan the bar code on the nurse's name badge, the patient's wristband, and the medication in order to provide verification of the correct patient, medication, dosage, time, and routethe Five Rights of medication administration. The iConnect System provides nurses with a way to quickly and easily check medication accuracy and enter patient data at the bedside, while receiving real-

time clinical alerts and reminders as well as other information anywhere in the their work area. intelliDOT iConnect System User Guide Confidential 1-3 iConnect System Components P/N TP0001-01 Rev. B Durability The iConnect Handheld is a sturdy piece of equipment designed to stand up well to the continuous demands of nurses working in busy patient care areas. While it is both water- and dust-resistant, the iConnect Handheld should not be submerged or exposed to significant moisture for any extended period. In addition, even though the device is rugged, care should also be taken to avoid dropping it or subjecting it to significant or repetitive impacts. The iConnect Handheld operates within the normal range of indoor temperatures, but it should be protected from any temperature extremes. Using the iConnect Handheld In addition to using the iConnect Handheld as a bar code scanner, the iConnect System provides users with a flexible tool to streamline the workflow process. intelliDOT's patented Documentation of Treatment (iDOT) system allows hospitals to create their own customized documentation and communication applications that can be accessed by scanning a conveniently placed small, unique dot-like symbol. Using the iConnect Handheld to scan iDOTs, medication administration and other forms documentation flows wirelessly into an electronic database while the nurse is at the patient's bedside. The iDOT is the foundation of intelliDOT's Documentation of Treatment system. The iDOT symbology is built on a patented, proprietary fingerprint-like symbol that is only 5 millimeters in diameter and can hold a vast amount of information. Over 19 billion, billion combinations are possible providing a virtually unlimited supply of unique iDOTs for any hospital. The iDOT symbol is easy to read with the iConnect Handheldits unique design allows it to be scanned upside down, sideways, or in any orientation. And a portion of the iDOTs large storage capacity is dedicated to forward error correction, allowing it to be accurately read even when portions are damaged. The iDOT provides nurses with a shorthand scanning system to record information quickly and accurately and to issue commands with a quick scan using the iConnect Handheld wireless reader. Tasks that can be accomplished with this system include:

Documenting numerical data, such as doses, vital signs, and pain scales Calling for services or support using customized paging iDOTs Summoning housekeeping, other nurses, or supervisory personnel Printing medication data sheets for physicians or other caregivers 1-4 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B iConnect System Components iConnect System Manager Physical Description The iConnect System Manager is a client-server application that operates on the hospital's local area network (LAN). Access / Operation of the iConnect System Manager The application may be accessed via any assigned PC-based network client. Typically, a PC on each nursing unit will host the iConnect System Manager software program. Functions The iConnect System Manager contains all configuration settings for the iConnect System. Nurses can use the iConnect System Manager to look up or edit medication data, make patient assignments, and print reports. Pharmacy computers are also clients to the iConnect System Manager application. Pharmacy will routinely access the iConnect System Manager for formulary, database, and system maintenance and reports. iConnect Server Physical Description The iConnect Server is an enterprise-class server that operates on the hospital network. The iConnect Server incorporates an HL7 interface engine in order to link hospital information systems to the iConnect Handhelds over the hospital's network, through wireless access points located in patient care areas. Purpose The iConnect Server interfaces with a variety of hospital information systems to communicate both clinical and administrative information to and from users in patient care areas. Connecting to the pharmacy information system provides real-

time physician order updates. Interfacing to the hospital's Admissions, Discharge and Transfer (ADT) system, the iConnect Server provides patient location and demographic information. Other optional interfaces provide links to the laboratory information system and hospital electronic medical record systems to integrate documentation into the master patient file. intelliDOT iConnect System User Guide Confidential 1-5 iConnect System Installation P/N TP0001-01 Rev. B iConnect System Installation The iConnect System installation consists of the following key activities:

Interface installation Wireless access point installation Bar coding (nurse badges/patient wristbands) Pharmacy system setup Nursing workflow setup Wireless Access Point Installation Function, Location, and Definition The iConnect System uses 802.11b as a wireless communication protocol because of its stability, availability, and range. Wireless access points must be installed in all areas where iConnect Handhelds are used within the hospital. Typically, three to four access points need to be installed for each nursing unit. Installation Responsibility Since wireless access points are often used to support multiple applications, it is the customer's responsibility to assure installation in the hospital facility. When needed, IntelliDOT may suggest third party vendors or other assistance in completing the installation. Purpose Each handheld device must be able to communicate continuously with the iConnect System Manager in order to maintain the real-time flow of information to and from each nurse. Interface Installation Definition The iConnect System utilizes an HL7, TCP/IP, port-based, healthcare data exchange interface. Information Components The iConnect Server requires an interface which transmits verified pharmacy orders; ADT administrative information; and formulary updates, when appropriate. In addition, the iConnect can send outbound medication administration documentation information (i.e., charting messages) to the clinical system. 1-6 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B iConnect System Installation Installation Responsibility The intelliDOT team of engineers works with the hospital to configure and install the necessary system interfaces. Development and Testing As part of the installation process, the intelliDOT team will provide documented verification that all identified interfaces to the iConnect Server perform according to their specifications. The intelliDOT installation includes a test system environment for quality testing of system functionality based on received HL7-

formatted messaging. Bar Coding The iConnect Handheld incorporates a scanner to check bar codes for the medication administration process. In order to implement the iConnect System, the hospital must have bar codes on nurse badges, patient wristbands, and medication packages. intelliDOT works with hospital management to identify and install a suitable badge, wristband, and medication bar code solutions. Nurse Badges The iConnect System requires that each user scan a unique user identification bar code (typically found on the nurse's name badge) to log in to the system and to close out each medication administration process. This provides security and accountability for all functions performed by the nurse with the iConnect Handheld. Patient Wristbands Patient wristbands with bar codes are required in order to match the correct medications and information to the right patient. Each patient must wear a bar-

coded wristband that can be read using the iConnect Handheld. Medication Packages The iConnect System is designed to work with the unit-dose medication distribution system. Medications not supplied in commercially produced unit-

dose packages are repackaged in the pharmacy, either through the use of a medication packaging system or by a pharmacy technician providing manual bar code labeling. A pharmacy technician can be assigned to perform both of these functions under the supervision of a pharmacist utilizing a "pharmacist check tech" quality assurance process. Automated packaging systems provide a customizable packaging solution to help hospitals maintain compliance with proposed FDA bar code requirements, as well as contributing to patient safety by providing the basis for medication verification at the patient bedside. intelliDOT iConnect System User Guide Confidential 1-7 iConnect System Installation P/N TP0001-01 Rev. B Pharmacy System Setup The pharmacy information system provides the information needed for the iConnect System. Physician orders are reviewed by the pharmacist, entered into the computer, and medications are prepared and dispensed to the nursing unit. Once completed, the physician order is sent through an electronic link between the hospital pharmacy computer and the iConnect Server. For orders to be correctly interpreted by the iConnect System, hospital-specific clinical settings, warning parameters, and sig codes are set up for each formulary drug item. Formulary Because the iConnect Handheld is designed to scan bar codes on medications at the patient bedside, the hospital pharmacy department is responsible for bar-

coding all medications, both during system setup and on an ongoing basis. The intelliDOT installation team works closely with the pharmacy to set up this process. Often, several medication brands may satisfy an order for a particular medication item. The iConnect System database is organized to allow multiple medications

(similar generic) to satisfy an order, if scanned at the bedside. This database arrangement allows the iConnect System to properly identify medications when scanned and to conduct proper checks for the Five Rights of medication administration. System Configuration Process The steps for creating the hospital-specific iConnect System Manager medication database on site include:

1. The hospital downloads the hospital medication list including medication description, MedID, and NDC (if available) from the pharmacy information system into the iConnect Server. 2. The iConnect Server organizes the data into a defined format and imports it into the iConnect System Manager formulary table. 3. Using the iConnect Handheld, intelliDOT technicians working with hospital staff scaning package bar codes for each formulary database line item. If the medication cannot be scanned, information must be manually entered from the product package. 4. Clinical Settings The pharmacy is responsible for ensuring that clinical settings, warning parameters, and sig codes are set up for each formulary drug item, as necessary. All clinical warnings and alerts displayed on the iConnect Handheld during the medication administration process must be first entered by the pharmacy into the iConnect System Manager. 1-8 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B iConnect System Installation Nursing Workflow Setup Workflow Assessment by IntelliDOT Nursing setup of the iConnect System begins with an assessment of the facility's specific and unique medication administration procedures. An intelliDOT nurse consultant working with the hospital's nursing management and staff nurses guides this process. The intelliDOT consultant will also develop a variety of clinical settings to support the nurses in the performance of three main functions with the iConnect Handheld:

Patient assignment Medication administration record (MAR) Reporting Hospital-Specific Policies and Procedures The intelliDOT nurse consultant assists in the creation of a new set of nursing procedures in order to optimize the efficiency of the iConnect System. Nursing setup includes developing and codifying procedures for bar codes on patient wristbands, nurse badges, and medication packaging, along with other functions associated with the medication administration process. intelliDOT iConnect System User Guide Confidential 1-9 iConnect System Installation P/N TP0001-01 Rev. B

- Notes -

1-10 Confidential intelliDOT iConnect System User Guide Using the iConnect Handheld P/N TP0001-01 Rev. B Chapter 2 Using the iConnect Handheld This section provides information on using the intelliDOTs iConnect Handheld including:

Features of the iConnect Handheld Scanning Login/Logout Assigning Patients to Yourself Using the iConnect Handheld Charging the iConnect Handheld Medication Administration Using the iConnect Handheld Dose-Due Reminders and Overdue Alerts Medication Administration Warnings Multi-Component Items Dispensed by Pharmacy Correcting or Canceling During Medication Transactions Communicating Directly with Pharmacy using the iConnect Handheld Pharmacy Inventory Verification Using the iConnect Handheld Advance Prepared Items intelliDOT iConnect System User Guide Confidential 2-1 Features of the iConnect Handheld P/N TP0001-01 Rev. B Features of the iConnect Handheld The following illustration displays the features of the iConnect Handheld and their functionality. Documentation of Treatment (DOT) Scanner - Used to scan iDOTs for documentation and command functions Bar Code Scanner - Used to scan standard bar codes on medications, wristbands, and badges DOT buttons (2) - Used to the DOT canner tscan iDOTs for documentation and command execution, either button may be used Bar Code Buttons (2) - Used to the ar ode canner scan bar codes, either bar code button may be used OK Button - Used to acknowledge the iConnect Handheld Bar Code Scanner LED Status Light DOT Scanner Buttons for DOT Scanner Buttons for Bar Code Scanner OK Button 2-2 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Charging the iConnect Handheld Charging the iConnect Handheld The iConnect Handheld is powered by rechargeable batteries and should be stored in the charger when not in use. Recharging time is approximately 4 hours when battery power is near zero. While in the charger, the iConnect Handheld will also perform wireless software maintenance. Software maintenance requires 30 seconds to several minutes to complete. Once fully charged, battery power will last for approximately 12 hours. When the charge falls below 18%, the low battery warning will appear. If this occurs, return the iConnect Handheld to the charging cradle, and obtain a fully charged replacement. 1. Always verify that the iConnect Handheld is inserted correctly into the power cradle to ensure that the battery will recharge properly. 2. The iConnect Handheld will display Updating Software when software maintenance is in progress. Caution: Do not remove the iConnect Handheld from the charging cradle during software maintenance. 3. Before removing an iConnect Handheld from the charger for use, verify that the device is adequately charged by observing the percentage (%) of charge displayed on the screen. Any charge above 87% is considered adequate to use. intelliDOT iConnect System User Guide Confidential 2-3 Scanning P/N TP0001-01 Rev. B iConnect Handheld Display Convention Used in this User Guide To best describe what the user will see in the three lines of information displayed on the iConnect Handheld, the following convention is used:

iConnect Handheld Display Line 1 Display Line 2 Display Line 3 Display Action Displays by toggling alternate lines of information. Display Contents Current Status Scrolls when necessary based on message length. Information Alternates display of the messages shown in the brackets. Prompts for action Scanning The iConnect Handheld scans two different types of symbols, traditional bar codes and iDOTs. Bar codes are commonly found on medications, wristbands, and name badges. Bar codes are best scanned by holding the bar code scanner 6-8 inches away and pressing one of the bar code buttons to allow the laser to read across the bar code. iDOTs are scanned by placing the clear cone or the DOT scanner directly on the page, over the iDOT, and pressing the DOT scan button. Scanning Bar Codes 1. Hold the iConnect Handheld perpendicular to bar code lines and press the Bar Code Scan button on the right side of the iConnect Handheld. A red laser will be beamed from the bottom right front of the iConnect Handheld. 2. Point the beam at the bar code. 3. 4. If a up-tone chirp is heard, the scan is successful. If a down-tone chirp is heard, repeat steps 1 and 2. Note: For best results when scanning bar codes, hold the scanner at a 30oto 40o angle, approximately 6 to 8 inches away from the bar code. A simple firm button press is all thats needed.It is not necessary to hold down the scan button during the scan. 2-4 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Login/Logout Scanning iDOTs 1. Hold the iConnect Handheld DOT scanner clear cone directly in contact with the page over the desired. 2. Press the DOT Scan button on the left side of the iConnect Handheld. 3. Hold the button for 1-3 seconds until a chirp sound is heard. A red LED will be beamed from the bottom left front of iConnect Handheld. If a up tone chirp is heard, the scan is successful. If a down-tone chirp is heard, repeat steps 1 and 2. 4. 5. Note: The iDOT symbol should be completely inside the clear plastic cone. For best results, hold the scanner very still when scanning an iDOT. Login/Logout When planning to administer medications, the nurse should obtain a fully charged iConnect Handheld from the charger. Login as soon as the device is removed from the charger. Logging In 1. Scan the bar code on your name badge to identify yourself to the system. The following will appear:

Enter Password

Scan Numbers iConnect Handheld screen 2. Scan the iDOTs corresponding to your password using the iDOT DOT sheets. The screen will show asterisks for each password digit scanned:

Enter Password

Accept OK or Scan Numbers iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-5 Login/Logout P/N TP0001-01 Rev. B 3. Press OK. If login is successful, the following screens will display briefly while your user information is accessed:

Logon Successful Retrieving user workflow data Please Wait JS iConnect Handheld screen The following is the home screen showing the name of the user who is logged in. The screen will display whenever there is no transaction in progress. Once you are logged into an iConnect Handheld, you will remain logged in until you log out, the charge on the battery runs out, or the device times-out due to disconnection with the system server. 5/03/04 16:39 User: Elaine Dawson Scan Patient or Command DOT ED iConnect Handheld screen 4. If login is unsuccessful, repeat the process beginning at step 1. Logging Out There are two ways to log out of the iConnect Handheld: (1) Place your iConnect Handheld into the charging stand to automatically log out. (2) To log yourself out

(i.e., to give the iConnect Handheld to another nurse to log in and use) do the following:

Note: The Logout iDOT can be found on the Medication Administration iDOT sheet and the MAR reports. 1. Scan the Logout iDOT on your Medication Administration iDOT sheet when finished using the iConnect Handheld. The following screen will appear:

Log Out Push OK or Scan Cancel ED iConnect Handheld screen 2-6 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Login/Logout 2. Press OK to logout. The following screen will briefly appear:

Logging Out ED iConnect Handheld screen The login screen will appear confirming that you are logged off:

User Log-in

<no badge scanned>

Scan Badge ED iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-7 Assigning Patients to Yourself Using the iConnect Handheld P/N TP0001-01 Rev. B Assigning Patients to Yourself Using the iConnect Handheld In the iConnect system, each patient is assigned to a nurse at all times. This allows the system to send real-time dose reminders and other patient alerts to the caregiver. The primary process for assigning patients to nurses requires the use of a current Patient Assignment Worksheet Report and is described below. Patient Assignments may also be done at the iConnect System Manager PC. Refer to Assigning Patients on page 3-38. Assigning Patients Using the Patient Assignment Worksheet and iConnect Handheld 1. Print a current Patient Assignment Worksheet Report. Refer to The Report will be printed on the applicable printer you selected. The Report prints from the Internet file or EXCEL. See the following illustration for an example. on page 4-58 for instructions on how to print. 2. Log into the iConnect Handheld, scan the Begin Patient Assignment Session iDOT at the top of the worksheet. The following screen will appear:

Assign Pts/Locs Scan PT Location ED iConnect Handheld screen 3. Scan the iDOTs that correspond to the specific room numbers for patients that you wish to assign to yourself. You can scan as many room number iDOTs as needed. After each scan, you will see the following screen:

Sending Data Please Wait ED iConnect Handheld screen 4. A green LED light should appear on the iConnect Handheld to indicate a successful scan and assignment 2-8 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Using the iConnect Handheld 5. When finished scanning room number iDOTs, scan the End Patient Assignment Session iDOT on the Patient Assignment Worksheet to complete the patient assignment process. You will see the following screen:

Assign Pts/Locs Process Done OK ED iConnect Handheld screen 6. Press OK to exit the assignment process and return to the idle screen. Medication Administration Using the iConnect Handheld This section provides detailed instructions on how to manage medication administrations using the iConnect System. The section contains the following:

Basic Medication Administration Process for Scheduled Medications Basic Medication Administration Process for Multi-dose PRN Medications Responding to Prompts for Data During Administration Dose-Due Reminders Using Delay Dose Using Cover Patients to Transfer Patient Responsibility Medication Administration Warnings Case 1 - Prepared Item that is printed on the Prospective MAR Case 2 - Prepared Item that is printed on the Prospective MAR and requiring a witness Case 3 - Prepared Item with multiple medications that is printed on the Prospective MAR Case 4 - Administering Medications for Cases 1-3 Case 5 - Prepared Item that is NOT yet printed on the Prospective MAR Case 6 - Prepared Item with multiple medications that is NOT yet printed on the Prospective MAR Case 7 - Administering Medications for Cases 4-5 intelliDOT iConnect System User Guide Confidential 2-9 Medication Administration Using the iConnect Handheld P/N TP0001-01 Rev. B Basic Medication Administration Process for Scheduled Medications Note: It is assumed that you are logged in, and the Medication Administration DOT sheet and MARs are available. Either the Medication Administration DOT sheet or the MAR both have iDOTs that can be used to complete iDOT functions described. The following is an example medication administration of two scheduled medications, Furosemide 40 mg oral and phenytoin 100 mg oral, both due at 9 am. 1. By referring to the MAR, determine which medications are due for the 9 am pass and obtain those medications. Refer to Generating Reports on page 4-1 for printing the MARs and other reports mentioned below. 2. Bring the Medication Administration DOT sheet with you to the bedside. This provides the iDOTs for the override reasons, administration sites, commands, number pad, and other entries that may be required when passing medications. Note: From this point and through the rest of the medication administration process, remember that you can scan the Cancel iDOT to exit from any transaction. If you cancel, you may still continue with transactions for the same patient. 3. Once at the bedside, scan the patients wristband. 2 Med Due John Smith, Rm: 333 1 Review Meds OK Or Scan Med/badge ED iConnect Handheld screen 4. Visually confirm that you have the correct patient. (If you do not have the correct patient, scan your badge to exit this patient and start over.) If desired, you may scroll through each of the medications due by pressing the OK button. 5. Note: As an alternative, you may bypass the review of medications due and scan the first medication that you know is due based on the information on the MAR. In this case, go directly to step 6. 2-10 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Using the iConnect Handheld 6. When OK is pressed once, the following screen will appear, displaying the first (1 of 2) medications due. 1 of 2 Furosemide (Lasix) 40 MG oral Review Meds OK Or Scan Med/Badge ED iConnect Handheld screen 7. Press OK again to display the second due medication. 2 of 2 Phenytoin (Dilantin) 100 MG oral Review Meds OK Or Scan Med/Badge ED iConnect Handheld screen 8. Scan the first medication (Furosemide in this example) to be administered. The following screen will appear:

Due: 15th 09:00 Furosemide (Lasix) 40 MG oral OK ED iConnect Handheld screen 9. View the displayed medication information and, if it is the medication intended, press OK to confirm that you plan to give the medication to the patient now. The following screen will appear:

Admin Complete/Dose 40 MG Furosemide (Lasix) 40 MG oral Confirm OK ED iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-11 Medication Administration Using the iConnect Handheld P/N TP0001-01 Rev. B 10. You may now scan the next scheduled medication (Phenytoin in this example) to be administered. The process described above for the Furosemide dose you gave is repeated for Phenytoin. Due: 15th 09:00 Phenytoin (Dilantin) 100 MG oral OK ED iConnect Handheld screen 11. View the displayed medication information and, if it is the medication intended, press OK to confirm that you plan to give the medication to the patient now. The following screen will appear:

Admin Complete/Dose 100 MG Phenytoin (Dilantin) 100 MG oral Confirm OK ED iConnect Handheld screen 12. When you are finished scanning medications you plan to give to this patient, scan your badge to record these transactions. Scan badge to complete Med Pass. The following screen will appear:

Work recorded 2 Meds Given Push OK ED iConnect Handheld screen 13. The transactions are now sent wirelessly to the electronic Medication Administration Record and are recorded as medications given. 14. Proceed with administering the medications you just scanned to the patient. 2-12 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Using the iConnect Handheld Basic Medication Administration Process for Multi-dose PRN Medications The following is an example medication administration for Promethazine 25 mg/

1ml injection, ordered as a PRN medication with a dose of 12.5 mg:

1. By referring to the MAR, determine which ordered PRN medications you wish to give and obtain that medication. Refer to Generating Reports on page 4-1 for printing the MARs and other reports mentioned below. 2. Bring the Medication Administration DOT sheet with you to the bedside. This provides the iDOTs for the override reasons, administration sites, commands, number pad, and other entries that may be required when passing medications. Note: From this point and through the rest of the medication administration process, remember that you can scan the Cancel iDOT to exit from any transaction. If you cancel, you may still continue with transactions for the same patient. 3. Once at the bedside, scan the patient's wristband. Assuming there are no scheduled medications due, the following screen will appear showing the patient's name and location:

No Meds Due John Smith, Rm: 333 1 Review Meds OK or Scan Med/Badge ED iConnect Handheld screen The iConnect Handheld displays the meds due for the patient. 3. Scan the PRN medication to be administered. If this medication has been given previously, the last administration time will display on the top line. If no administrations of this medication have occurred, the line will be blank. Last: 25th 14:30 Promethazine 25 mg/1ml vial OK ED iConnect Handheld screen Note: If no doses of this medication were given, the line for the last time given will be blank. intelliDOT iConnect System User Guide Confidential 2-13 Medication Administration Using the iConnect Handheld P/N TP0001-01 Rev. B 4. View the displayed medication information and, if it is the medication intended, press OK to confirm that you plan to give the medication to the patient now. Since the medication amount and the dose ordered may not be the same, the iConnect will prompt you to enter the amount you plan to administer. Therefore, the following screen will appear. Multi-Dose Vial

<?> MG Enter Dose ED iConnect Handheld screen Note: The typical unit of measure (mg, mcg, ml, etc.) for this medication will display automatically. The amount to be given must be entered in this unit of measure. The Enter Dose prompt will appear if the iConnect formulary item setting for the medication requires that the amount given be entered. This is typically required for injectable and oral liquid medications. 5. Enter the amount you plan to give using the number iDOTs on the Medication Administration DOT sheet. Use the decimal iDOT to enter a decimal point if required. The screen will change as you enter the amount:

Multi-Dose Vial 12.5 MG Accept OK or Enter Dose ED iConnect Handheld screen Note: Use the iDOT labeled Back to backspace and remove a digit. 2-14 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Using the iConnect Handheld 6. When the correct amount is entered, press OK to accept the entry. The following screen will appear to confirm your acceptance:

Admin Complete/Dose: 25 MG Phenergan 25 MG/1 ML

(Promethazine HCL) 25 Confirm OK ED iConnect Handheld screen 7. You may now scan another medication for this patient if desired. 8. When you are finished scanning medications, you can plan to give to this patient. Scan your badge to record these transactions. The following screen will appear:

Work Recorded 1 Med Given Push OK ED iConnect Handheld screen 9. The transactions are now sent wirelessly to the electronic Medication Administration Record and are recorded as medications given. 10. Proceed with administering the medications you just scanned to the patient. Responding to Prompts for Data During Administration To comply with hospital policies and procedures for a medication administration and documentation, the iConnect may be configured to prompt you to enter information during the administration process. Scan iDOTs from the Medication Administration DOT sheet to input the needed information. This information will become part of the patient's permanent Medication Administration Record. Example: Medication administration of Digoxin 0.25 mg oral tablet where checking and recording the patients apical pulse prior to administration is required. intelliDOT iConnect System User Guide Confidential 2-15 Medication Administration Using the iConnect Handheld P/N TP0001-01 Rev. B 1. Once at the bedside, scan the patient wristband. The following screen will appear showing that a medication is due:

1 Med Due John Smith, Rm: 333 1 Review Meds OK or Scan Med/Badge ED iConnect Handheld screen 2. Scan the Digoxin tablet bar code. The following screen will appear:

Due: 15th 09:00 Digoxin (Linoxin) 0.25 MG oral OK ED iConnect Handheld screen 3. View the displayed medication information and, if it is the medication intended, press OK to confirm that you plan to give the medication to the patient now. The following screen will appear prompting you to enter the apical pulse:

Enter Apical Pulse Rate

<?> BPM Scan # DOTs ED iConnect Handheld screen 4. If you havent already, take the patients pulse. Scan number iDOTs to enter the pulse rate. Enter Apical Pulse Rate 55 BPM Accept OK or Scan # DOTs ED iConnect Handheld screen Note: Use the iDOT labeled Back to backspace and remove a digit. 2-16 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Dose-Due Reminders and Overdue Alerts 5. Press OK to accept. The following screen will appear:

Admin Complete/Dose: 0.25 mg Lanozin 0.25 MG (Digoxin) 0.25 mg Confirm OK ED iConnect Handheld screen 6. When you are finished scanning medications you plan to give to this patient, scan your badge to record the transactions. Dose-Due Reminders and Overdue Alerts iConnect can be configured to alert the nurse to medications due or past due. Dose-Due Reminders Dose Due Reminders are an optional feature of iConnect. If your system is configured to display reminders, when you log on to your iConnect Handheld, it will alert you when scheduled medications are due for your assigned patients. The window of time for reminders in advance after the scheduled dose time is configured by your system manager. The following is an example of a reminder screen:

Due 09:00 / Patient Name Digoxin (Lanoxin) 0.25 mg oral OK ED iConnect Handheld screen Reminders are accompanied by an audible tone and a visual alert (yellow light) and will appear for your assigned patients only. There are three ways to clear dose-due reminders:

1. Snooze the alert for 10 minutes by pressing OK. 2. Omit the due dose. 3. Delay the reminder for a specified period of time. Omit and Delay will be explained later in this chapter. intelliDOT iConnect System User Guide Confidential 2-17 Dose-Due Reminders and Overdue Alerts P/N TP0001-01 Rev. B Overdue Dose Alerts Overdue Dose Alerts are an optional feature of iConnect. If your system is configured to display overdue alerts, when you log on to your iConnect Handheld, it will alert you when scheduled medication doses are past due for your assigned patients and now considered by iConnect to be late. The window of time for initiating overdue medication alerts beyond the scheduled dose time is configured by your system manager. The following is an example of an overdue or late dose alert screen:

28th 13:00 Late John Smith Digoxin (Lanoxin) 0.25 mg oral OK ED iConnect Handheld screen Overdue alerts are accompanied by an audible tone and a visual alert (red light) and will appear for your assigned patients only. There are four ways to clear overdue medication alerts:

1. Snooze the alert for 10 minutes by pressing OK. 2. Omit the due dose. 3. Delay the alert for a specified period of time. Omit and Delay will be explained later in this section. Omitting a Due Dose With iConnect, every dose of medication must be accounted for by the system and the nurse user. Based on clinical judgement, you may decide to permanently skip a medication dose that is due. iConnect refers to this as "omitting" the scheduled dose. An omitted dose will be charted on the electronic medication administration record as omitted, or not given, with full documentation of the date, time, caregiver who omitted the dose, and the reason for omitting. Note: Remember, omitting a dose that is not administered is important to iConnect because the system will indefinitely continue to assume that the next dose of the due medication that is given is the first due or overdue dose. Without properly omitting a due or overdue dose that is purposely not administered, the accountability and documentation for future doses given may be inaccurate. To omit a due or overdue dose, perform the following steps when the Dose Reminder or Overdue Dose Alert:

2-18 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Dose-Due Reminders and Overdue Alerts 1. Scan the Omit iDOT found on the Medication Administration DOT Sheet. The following screen will appear:

Omit Dose Digoxin (Lanoxin) 0.25 mg oral Scan Reason ED iConnect Handheld screen 2. Scan a reason for omitting the dose using the reason iDOTs on the Medication Administration DOT Sheet. For example, if the "Patient Declined" reason iDOT is scanned, the following screen will appear:

Omit Dose Patient Declined Scan Reason or OK ED iConnect Handheld screen 3. Once the correct reason is displayed, press OK to confirm. The following screen will appear to indicate that you have completed the steps required to permanently omit the due dose:

Omit Complete 1 Dose Omitted Scan Badge ED iConnect Handheld screen 4. Scan your badge to record the transaction. intelliDOT iConnect System User Guide Confidential 2-19 Dose-Due Reminders and Overdue Alerts P/N TP0001-01 Rev. B Using Snooze When you log in to the iConnect Handheld and a Dose Due Reminder or Overdue Dose Alert displays, you can choose to "snooze" the message to have it reappear approximately 10 minutes later. To do this, simply press OK when the message is displayed. The message will appear again in ten minutes or the next time you log in, whichever comes first. This process can be repeated if necessary. The iConnect electronic medication administration record does not capture the snoozing of a Dose Due Reminder or Overdue Dose Alert. Repeated snoozing may result in giving and documenting a scheduled dose late. If you decide not to give a scheduled dose, be sure to Omit the dose rather than snooze it. (See Omitting a Due Dose). Using Delay Dose When you log in to the iConnect Handheld and a Dose Due Reminder or Overdue Dose Alert displays, you can choose to "delay" the message to have it reappear when a period of time that you specify has elapsed. Late 15th 09:00 / Furosimide 40 mg oral Patient Name / Room #

OK to Snooze/Omit ED iConnect Handheld screen For example, to delay the above Overdue Dose Alert for 45 minutes, use the following steps:

1. Scan the Delay Dose iDOT. The following screen will appear:

Delay Dose

<?> Minutes Enter Time ED iConnect Handheld screen 2. Enter the number of minutes (45 in this example) by scanning number iDOTs on the Medication Administration DOT sheet. Use the Back iDOT to backspace and remove a wrong entry. 3. When the desired number of minutes has been entered, press OK. The iConnect electronic medication administration record does not capture the use of Delay Dose to delay a Dose Due Reminder or Overdue Dose Alert. Use Delay Dose carefully, since delaying a dose may result in giving and documenting it late. 2-20 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Dose-Due Reminders and Overdue Alerts Using Cover Patients to Transfer Patient Responsibility When you are beginning a shift, the responsibility for patient medication care must be transferred from the off-going nurse to you. During a shift, it may also be necessary for a nurse to accept responsibility for another nurse's patients while that nurse is temporarily away from the patient care area. The iConnect Handheld can easily transfer patient medication responsibility, including medication reminders and alerts, from one nurse to another using the Cover Patients feature. The following steps should be followed by the nurse (e.g., on-coming) who is accepting the responsibility for patient medication coverage:

1. Scan the Cover Patients iDOT on the Medication Administration DOT sheet. The following screen will appear:

Cover Patients Scan Pt/Loc ED iConnect Handheld screen 2. Scan a patient iDOT on the Prospective MAR to accept coverage for that patient. The following screens will appear briefly as the iConnect transfers coverage responsibility:

Sending Data Please Wait ED iConnect Handheld screen 3. When "Process Done" appears, another patient iDOT can be scanned. This process can be repeated until iDOTs for all patients to be covered have been scanned. Cover Patients Scan Pt/Loc ED iConnect Handheld screen 4. Rescan the Cover Patient iDOT again to end the process of reassigning of patient medication coverage. intelliDOT iConnect System User Guide Confidential 2-21 Medication Administration Warnings P/N TP0001-01 Rev. B Medication Administration Warnings The iConnect System will alert the nurse to certain situations that may exist at the time of medication administration. In cases where it is necessary to bypass the alert, the system may ask the nurse to provide a reason or to enter other patient information. This is easily accomplished by scanning iDOTs. The following types of warnings are provided:

Early or Late Warnings Early or Late Warnings may display when a medication that the nurse is scanning prior to administration is early or late. This is determined by either the scheduled time or the PRN interval order for the medication order's and other timing parameters set in your iConnect system based on hospital policy. If the nurse decides to give a medication despite an early or late medication warning, the iConnect Handheld may be configured to prompt for entry of an override reason to document why the warning is being bypassed. This information will be recorded in association with the dose, which results in a more complete and accurate medication administration record for the patient. Clinical Warnings The iConnect System may be configured according to hospital policy to display helpful information for the nurse when a medication is scanned. These "Clinical Warnings" may include messages such as "Do Not Crush", "Give with Food", or

"Dilute Before Use". The nurse acknowledges the warning simply by pressing OK to continue the medication administration process. Clinical warnings are for the caregiver's benefit only and are not recorded in the medication administration record. Timeout Warnings If a user is logged on to the iConnect Handheld and it senses no activity (such as a scan or a keypress) for 5 minutes, an audible and visual alert will sound/appear. The visual light for yellow is a reminder, red is an action and green is charging state for the iConnect Handhelds. If keypress is not recorded after 10 minutes, the iConnect Handheld will automatically log off the user and return to the home screen. The timeout warnings only appear in the middle of a medication pass. Note: It is important to log off when the iConnect Handheld is not in frequent use. If an automatic logoff occurs, transaction data may be lost. For example, if medications were administered without a final scan of the user's badge to save the data, if a subsequent automatic logoff access the transactions will not be recorded. 2-22 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Warnings Unknown Medication The pharmacy system manager maintains the iConnect medication database, including information for the identification of all formulary medication bar codes. However, if a dispensed medication bar code is scanned and not recognized by the iConnect system, the unit will display "Requesting Information" followed by the message "Unknown Medication". If this should occur, contact the pharmacy as soon as possible to let them know the medication in question. Typically, the medication and its associated bar code will need to be added to the intelliDOT medication database. Dose Out of Range Based on hospital policy, some medications in the iConnect System may be configured to require that the entry of a dose given amount be with a defined range. For example:

Multi -Dose Vial

Enter Dose ED iConnect Handheld screen If the nurse is prompted to enter the dose amount and if the entry is outside of the defined range, the message "Out of Range" will be displayed. Out of Range

Accept OK or Enter Dose ED iConnect Handheld screen If the amount was entered in error, the nurse can use the Backspace iDOT to remove the incorrect entry and reenter it. For medications requesting the nurse to enter a dose, the iConnect Handheld will display out of range if the dose entered is more or less than the accepted dosage range set by pharmacy. If this message is displayed, the nurse must reenter a dose in range, or scan a reason for giving the out of range dose. If the nurse decides to proceed with giving a dose amount that is outside of the range defined in the iConnect System, an Override Reason iDOT may be scanned when the out of range warming is displayed. intelliDOT iConnect System User Guide Confidential 2-23 Medication Administration Warnings P/N TP0001-01 Rev. B No Order Found Warning The No Order Found warning will appear when a patient is scanned followed by the scanning of a medication for which no current order exists in the iConnect system or pharmacy system. This can happen when:

1. You are scanning a medication for administration before pharmacy has processed and entered a new medication order. In this case, you should double check the patient, medication, dose, route, and administration time (the 5-

Rights). If you decide to proceed after receiving the No Order Found warning, you will be prompted to enter an Override Reason. Override Reasons are configurable by your system manager. iDOTs for Override Reasons can be found on the Medication Administration DOT sheet. Warning: Always check the patient chart and Physician Order if iConnect Handheld prompts with No Order Found. It is possible that the medication may not be ordered for this patient. Battery Low Warning The normal battery life for the iConnect Handheld is approximately 12 hours. The battery low warning appears on your iConnect Handheld LCD when the battery charge falls to 18%. The battery icon located on the bottom left side of your iConnect Handheld LCD shows the amount of battery life remaining. Be sure to check this periodically throughout the day to assure that you have enough battery life to get through your shift. Refer to the following for an illustration of the battery icon on the iConnect Handheld:

7 Meds Due John Smith, Rm: 333 1 Review Meds OK or Scan Med/Badge ED iConnect Handheld screen 7 Meds Due John Smith, Rm: 333 1 Review Meds OK or Scan Med/Badge ED iConnect Handheld screen Full Battery Icon 50% Battery Icon If the iConnect Handheld needs to be charged, place it in the charging cradle and get a new iConnect Handheld from the charging cradle. Be sure to log onto the new iConnect Handheld, Refer to Login/Logout on page 2-5. 2-24 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items Advance Prepared Items Some medications must be prepared (e.g., measured or mixed) by the nurse before being taken to the point of administration. Your iConnect system manager will designate these medications as "Prepared Items" in the iConnect medication formulary. The iConnect Handheld provides a special work pathway for these medications. There are five different cases where the special preparation work path applies, and there are two possible processes for administering these doses once prepared. Case 1 - Prepared Item that is printed on the Prospective MAR Case 2 - Prepared Item that is printed on the Prospective MAR and requiring a witness Case 3 - Prepared Item with multiple medications that is printed on the Prospective MAR Case 4 - Administering Medications for Cases 1-3 Case 5 - Prepared Item that is NOT yet printed on the Prospective MAR Case 6 - Prepared Item with multiple medications that is NOT yet printed on the Prospective MAR Case 7 - Administering Medications for Cases 4-5 intelliDOT iConnect System User Guide Confidential 2-25 Advance Prepared Items P/N TP0001-01 Rev. B Case 1 - Prepared Item that is printed on the Prospective MAR This case describes the handling of a prepared item that is printed on the Prospective MAR. An iDOT will appear on the MAR to the left of the item. To prepare this dose:

1. Scan the iDOT next to the medication to be prepared on the Prospective MAR. The following screen will appear. Med Preparation

<0 of 1 Med Scanned>

Scan Med ED iConnect Handheld screen 2. Scan the bar code on the medication you are preparing. The following will screen appear. Med Preparation Normal Saline 60 ML Scan Med or OK ED iConnect Handheld screen 3. Verify that the correct medication is displayed, then press OK. The following screen will appear. Multi -Dose Vial

<?> Units Enter Dose ED iConnect Handheld screen 4. Enter the dose amount you are preparing using the numbered iDOTs on the Medication Administration DOT sheet. The screen will display your entry. Multi -Dose Vial 60 Units Accept OK or Enter Dose ED iConnect Handheld screen 2-26 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items 5. If you entered an incorrect dose, scan the Back iDOT on the Medication Administration DOT sheet to back up one space. Scan the # iDOT to clear the previous entry and reenter the correct amount. 6. Verify that you have entered the correct dose amount. If necessary, use the Backspace iDOT to remove your entry and reenter the dose amount. 7. Press the OK button to accept the entry. The following screen will appear:

Prep Complete

<1 Med Scanned>

OK ED iConnect Handheld screen 8. Press OK to complete. The following screen will appear while the information is stored. Sending Data Please Wait ED iConnect Handheld screen When the following screen appears, the preparation process is complete. 7/09/04 16:36 User: Joe Smith Scan Patient or Command Dot ED iConnect Handheld screen 9. When you later scan the patient wristband, iConnect will display the prepared medication for administration. intelliDOT iConnect System User Guide Confidential 2-27 Advance Prepared Items P/N TP0001-01 Rev. B Case 2 - Prepared Item that is printed on the Prospective MAR and requiring a witness Certain medications, such as Insulin, may require a witness to confirm proper dose preparation and measurement. To prepare a medication that requires a witness:

1. Scan the iDOT next to the medication to be prepared on the Prospective MAR. The following screen will appear. Med Preparation

<0 of 1 Med Scanned>

Scan Med ED iConnect Handheld screen 2. Scan the bar code on the medication you are preparing. The following screen will appear.

(Insulin Human Regular) 100 Units/ML 10 ML Med Preparation Human Insulin R-U-100 Scan Med or OK ED iConnect Handheld screen 3. Verify that the correct medication is displayed, then press OK. The following screen will appear:

The multi-dose vial screen will appear only if the amount of medication to be administered can be less than the total amount in the container dispensed by pharmacy. Insulin 100/Units per ML 10 ML is a multi-dose vial. 4. Enter the dose using the numbered iDOTs on the Medication Administration DOT sheet corresponding to the dose. The following screen will appear:

Multi -Dose Vial 10 Units Accept OK or Enter Dose ED iConnect Handheld screen 5. Verify that you have entered the correct dose amount. If necessary, use the Backspace iDOT to remove your entry and reenter the dose amount. 2-28 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items 6. Press the OK button to accept the entry. The Need Witness screen will appear:

Need Witness

<No Badge Scanned>

Scan Badge ED iConnect Handheld screen 7. Scan your witnesss badge. The witness name will appear. Need Witness

<John Smith>

Scan Badge or OK ED iConnect Handheld screen Note: You cannot serve as a witness to your own preparations. 8. Press the OK button to accept the entry. The following screen will appear. Prep Complete

<1 Med Scanned>

OK ED iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-29 Advance Prepared Items P/N TP0001-01 Rev. B 9. The following screen will appear while the information is stored. Sending Data Please Wait ED iConnect Handheld screen 10. When the following screen appears, the preparation process is complete. 7/09/04 16:36 User: Elaine Dawson Scan Patient or Command Dot ED iConnect Handheld screen Note: The witness information is recorded in the shift column of the administered medication on the printed Prospective MAR as "Witnessed By:

<user initials>". The witness user name and initials also display in the Nurse Signatures block at the bottom of the Prospective MAR. For the On-Line MAR, the text displays "Witnessed By: <User Name>" in the shift column of the administered medication. 11. Your preparation is complete. The medication may be taken to the patient for administration. 2-30 Confidential intelliDOT iConnect System User Guide

P/N TP0001-01 Rev. B iConnect System Manager MAR Editing an Administration on the On-Line MAR 1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Select a patient from the patient list. 3. Select the View MAR button. The MAR screen will appear providing detailed medication administration. 4. To edit administration time, amount or enter a note, double-click the specific administration in the shift column. or Select the administration in the shift column and click the Document/Edit button. The Edit Administration window appears. intelliDOT iConnect System User Guide Confidential 3-31 iConnect System Manager MAR P/N TP0001-01 Rev. B 5. Change the status, time, administered amount or administration note and then click the OK button. The On-Line MAR reappears with an asterisk (*) in the shift column for the edited order. This symbol provides a way to know if this order has been modified. Note: If an order has expired, you cannot edit any information for that order after the expiration time. Adding a New Administration event on the On-Line MAR 1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Select a patient from the patient list. 3. Select the View MAR button. The MAR screen will appear providing detailed medication administration. 3-32 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B iConnect System Manager MAR 4. Select the Order in the Meds/Orders column by double-clicking it or clicking the Document/Edit button to add status, time, administered amount, or administration note. The New Administration window appears. 5. Change the status, time, administered amount or administration note and click the OK button. The On-Line MAR reappears with an asterisk (+) in the shift column for the edited order. This symbol provides a way to know if this order has been modified. Note: If an order has expired, you cannot edit any information for that order after the expiration time. intelliDOT iConnect System User Guide Confidential 3-33 iConnect System Manager MAR P/N TP0001-01 Rev. B MAR Notes The IntelliDOT system provides you a way to create patient specific notes on the Patient Edit screen, the Order Detail screen, and on the Administration Specific notes on the On-Line MAR on the iConnect System Manager. Patient Specific Notes The Patient Note field is able to handle up to 120 characters on the patient page of the iConnect System Manager. The last edit date, time, and user are shown at the end of the note and the iConnect System Manager keeps a history of changes. During an edit, a user can either modify or delete an existing note. To delete a note, a Clear Note button is provided that clears the note field. If a Patient Note is deleted, the field on the report will again be blank, but the deletion date/time/user will be logged. The user may also edit the previous note if desired, or enter an entirely new note by highlighting and erasing the previous note, then typing a new one. No changes are saved until the user clicks Save. This marks the previous note as deleted and, if applicable, creates a new note, both of which capture the date, time, and user. The field label on reports should be Patient Note:. Adding Patient Specific Notes To add a note to the patient edit screen, perform the following:

1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Click in the Patient Note field and enter your patient note. This note will appear at the top of your Medication Administration Record for that patient. 3-34 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B iConnect System Manager MAR Editing Patient Specific Notes To edit a note to the patient edit screen, perform the following:

1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Click in the Patient Note field and edit your patient note. This note will appear at the top of your Medication Administration Record for that patient. intelliDOT iConnect System User Guide Confidential 3-35 iConnect System Manager MAR P/N TP0001-01 Rev. B Medication Order Specific Notes This Order Note is specific to a medication order (i.e patient likes to take this med with applesauce). The Order Note is a 90-character field that follows the same entry/edit process as the Patient Note, but it applies to an individual order. To enter an Order Note, perform the following:

1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Click on a Patient. 3. On the Patients screen in the Orders window section, double-click on a current Order to enter a note. The Order will be highlighted and an Order Detail screen will appear. 4. Enter the note in the Order Note field. This note will appear within the order on your MAR. 3-36 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B iConnect System Manager MAR Administration Specific Notes The administration is specific to a single administration event (i.e., patient vomited dose). The Dose Note can have up to 60 characters in the note field. The Dose Note that also follows the same entry/delete process except that it can only be edited or deleted by the person who created it. This note does not have to be entered by the person who gave the dose, but rather can be created by any user with system access and privileges to enter these notes for the specific patient. Note: These notes appear on the Medication Administration Record. To add Administration Specific Notes on the On-Line MAR, perform the following:

1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Click on a patient. 3. Click in the Orders window section. 4. Select the order to add the note. 5. Click the View MAR button. The On-Line MAR screen will appear. 6. Double-Click on the order or click on the Document Edit button 7. Click on the Administration Note field and enter your note. 8. Press OK. The Edit Administration window appears. 9. Enter your note information into the Administration Notes field. 10. Press OK. This note appears on your Medication Administration Record. intelliDOT iConnect System User Guide Confidential 3-37 Assigning Patients P/N TP0001-01 Rev. B Assigning Patients Assigning Patients via the iConnect System Manager is one of 2 ways to complete patient assignments. The other is using the iConnect Handheld. To assign patients via the iConnect System Manager, perform the following:

1. After logging into the iConnect System Manager, select Patient Assignment. 2. Select the Nursing Unit from the drop down list. 3. Select user name from the list of users. 4. Select the patient/room numbers from the table to the right by holding the CTRL key down and clicking appropriate patients with the mouse, they will be highlighted on the screen. 5. Press the Assign button. All patients are now assigned to the specific user. 6. Press the Unassign button to remove a user name after highlighting the patients. 7. Press the Save button to save the assignments that the user has made. The User has been assigned to the patient. You will see a user name in the assigned user table. 3-38 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Configuring iConnect Handhelds Configuring iConnect Handhelds The iConnect Handhelds require configuration for wireless communication to work properly and are configured by your Application Specialist. If an iConnect Handheld needs to be reconfigured contact your IntelliDOT Application Specialist. intelliDOT iConnect System User Guide Confidential 3-39 Site of Administration Setup (Adding and Editing) P/N TP0001-01 Rev. B Site of Administration Setup (Adding and Editing) 1. Select Site of Administration. 2. Click new. 3. Enter a Site of Administration in the display text field. 4. Click the Save button. The site of Administration list will display the information you entered only after you click the save button. 5. Sites of administration will display with corresponding iDOTs on the Medication Administration DOT sheet. 3-40 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Override Reasons Setup (Adding and Editing) Override Reasons Setup (Adding and Editing) Override reasons are documented by nurses to explain why medications are given early, late, omitted, or not given and are standardized for hospital areas. 1. Select Override Reasons. 2. Click new. 3. Enter a Override Reasons in the display text field. 4. Click the Save button. The Override Reasons list will display the information you entered only after you click the Save button. Script Setup Scripts allow iDOTs to be printed on forms or small signs which when scanned allow a certain computer programs, or script, to run. Scripts can create command iDOTs which, when scanned, will page someone, send e-mails, and other functions. Each script is created by IntelliDOT or your system administrator. Reports Refer to Generating Reports on page 4-1. intelliDOT iConnect System User Guide Confidential 3-41 DOT Organization Setup P/N TP0001-01 Rev. B DOT Organization Setup DOT Organization provides a way to add and organize groups of DOTs on certain iConnect reports. The DOT Organization provides a way to create groups of iDOTs for Override Reasons, Administration Sites, and Command DOTs. All groups can be configured to show differently on various reports. 1. Select DOT Organization The DOT Organization screen will appear. 2. Click New to create a new DOT group or click the DOT Organization group to edit. Note: To edit an existing DOT Organization group, select the group from the DOT Organization screen, then select the group members to remove or select the DOTs to add. Be sure to press SAVE to save all edits. 3. From the My DOT Group window, enter the name of the new DOT Group Name. 4. Select the type of DOTs to add (Override Reasons, Administration Site, or Command). 5. Select the DOTs to add and click on the Add button. The DOTs added appear in the Group Members window. 6. Click the Save button. The New DOT group name appears in the DOT Organization section. Note: To delete the DOT Organization list, select the group name and click the delete button. You will be prompted to save your information. To search for a specific group name, enter the group name and click the search button. 3-42 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B DOT Organization Setup iDOT Definitions When scanned iDOTs can prompt the iConnect System to carry out certain commands or actions. Refer to an example of a Medication Administration DOT sheet on the following page. This is a report that is hospital specific, but can be used to put all your DOT in one place. The DOT Keyboard report is another report which provides the basic DOTs that are used during each med pass. Refer to the table below. DOTs Cancel All Cancel Continue Omit Cancels all previous transactions. Description Cancels current transaction in relationship to medication when prompted by iConnect Handheld. Used to forward to the next action. Currently, user must keep pressing snooze unless med dose is truly omitted. When med given after this command, user may get a late warning. Respond with Med Held override reason. Logout Logs user out of the iConnect Handheld device. New Order Prep Appears if med is ordered and is not in the system yet.

Back Deletes the entire field and returns you back to the original prompt. Deletes the last response/number/reason. Cover Patients Used to cover patients when user is off the unit. Previous Next Enter Later Extra Dose If the med prompts user to document a dose, press the Previous or Next dose. Respond to Next prompt on iConnect Handheld during admin of med. If the med prompts user to document a dose, press the Previous or Next dose. Respond to Next prompt on iConnect Handheld during admin of med. Scan this DOT to enter your information later. Prompts for extra dose on iConnect Handheld if admin is unexpected. Change Med Time Scan this DOT, put in time using number DOTs, then scan med DOT on MAR next to med. This prints directly to pharmacy. Order Med Refill Scan this DOT, scan dot on MAR. This prints directly to pharmacy. intelliDOT iConnect System User Guide Confidential 3-43 DOT Organization Setup P/N TP0001-01 Rev. B

- Notes -

3-44 Confidential intelliDOT iConnect System User Guide Generating Reports P/N TP0001-01 Rev. B Chapter 4 Generating Reports This section provides an introduction on how to view and print reports, including the following:

Medication Administration Record Medication Administration Record

(By Unit) Medication Administration Record

(By Nurse) Prospective MAR (by Patient) Prospective MAR (By User) MicroTerminal Configuration Report Patient Assignment Worksheet Sig Code Listing Report (CSV) Formulary Listing Report

(CSV) Administration Sites Listing Prospective MAR (By Unit) Medication Administration DOT Sheet Administration History and Audit Report Seven (7) Day Medication Summary Report Command DOT Listing Override Reasons Listing DOT Keyboard intelliDOT iConnect System User Guide Confidential 4-1 Medication Administration Record P/N TP0001-01 Rev. B Medication Administration Record The The Medication Administration Record (MAR) information is located on the iConnect DOT Manager screen and allows you to view and print medication orders and medication administration transaction information for a patient. The MAR provides allergies, diagnosis, attending Physicians and order information for patients and may be used as the retrospective permanent chart ready hard-copy record of the MAR. Note: In the current released software version, you cannot print the whole nursing unit. This will be addressed in the next software release. Viewing your Medication Administration Report To view your Medication Administration Record, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration Record. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. 4-2 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record 6. Click the button to select a patient. A patient list appears. WILLIAMS THOMPSON BRUNSON MCMAHON 7. Select an applicable patient and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Click on the View Report button located at the top of the screen. The following report will appear. intelliDOT iConnect System User Guide Confidential 4-3 Medication Administration Record P/N TP0001-01 Rev. B Example of a Medication Administration Record Medication Administration Record 8/9/04 TIME PRINTED: 08/09/2004 10:51 DIAGNOSIS:

NOTES:

ALLERGIES: NKA NAME: QA, 006 Admit: 7/12/04 23:00-07:00 07:00-15:00 15:00-23:00 000857:

ATORVASTATIN 20 MG TAB (40MG)

(LIPITOR) DOSE: 40 MG PO DAILY AT BEDTIME 000863:

IRBESARTAN 150 MG TAB (300MG)

(AVAPRO) DOSE: 300 MG PO EVERY MORNING 000864:

DILTIAZEM HCL 180 MG CAPCR (180)

(CARDIZEM CD) IN: DILTIAZEM HCL 120 MG CAPCR

(120)

(CARDIZEM CD) DOSE: 300 PO EVERY MORNING 000865:

METFORMIN HCL 500 MG TAB (1000MG)

(GLUCOPHAGE) DOSE: 1000 MG PO WITH BREAKFAST 000866:

METFORMIN HCL 500 MG TAB (500MG)

(GLUCOPHAGE) DOSE: 500 MG PO 12,17 000868:

MAGNESIUM OXIDE 400 MG TAB

(400MG)

(MAG-OX 400) DOSE: 400 MG PO EVERY MORNING 000869:

CLOPIDOGREL BISULFATE 75 MG TAB

(75MG)

(PLAVIX) DOSE: 75 MG PO EVERY MORNING 000870:

METOPROLOL SUCCINATE 50 MG TABCR (100MG)

(TOPROL XL) DOSE: 100 MG PO EVERY MORNING 900862:

CEFTRIAXONE SOD 1 GM INJ (1)

(ROCEPHIN) IN: SODIUM CL 50 ML BAG (50)

(SODIUM CHLORIDE) DOSE: 0 IV GIVE EVERY 12 HOURS Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/20 14:00 Nurse Signatures QA, 006 Gender: M DOB: 8/21/20 Acct:

Room: 312 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial _ _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000006 Visit: V000006 DR: JENKINS, WOODY G. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 2 Printed At: 08/09/2004 10:51 4-4 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record Printing Medication Administration Record To print your Medication Administration Record, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration Record. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. intelliDOT iConnect System User Guide Confidential 4-5 Medication Administration Record P/N TP0001-01 Rev. B 6. Click the button to select a patient. A patient list appears. Williams Thompson Brunson McMahon 7. Select an applicable patient and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. 4-6 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record (By Unit) Medication Administration Record

(By Unit) The Medication Administration Record (By Unit ) information is located on the iConnect DOT Managerscreen and allows you to view and print medication orders and medication administration transaction information for all patients within a unit. This MAR provides allergies, diagnosis, attending Physicians and order information for patients by unit and may be printed for a 24 hour window. Viewing your Medication Administration Report

(By Unit) To view your Medication Administration Record (By Unit), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration Record (By Unit). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. intelliDOT iConnect System User Guide Confidential 4-7 Medication Administration Record (By Unit) P/N TP0001-01 Rev. B 6. Click the button to select a Nursing Unit. The Select Nursing Unit window appears. 7. Select an applicable nursing unit and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Click on the View Report button located at the top of the screen. The following report will appear. 4-8 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record (By Unit) Example of a Medication Administration Record (by Unit) Medication Administration Record (By Unit) 8/9/04 TIME PRINTED: 08/09/2004 14:15 DIAGNOSIS:

NOTES:

ALLERGIES: NKA NAME: QA, 006 Admit: 7/12/04 23:00-07:00 07:00-15:00 15:00-23:00 000857:

ATORVASTATIN 20 MG TAB (40MG)

(LIPITOR) DOSE: 40 MG PO DAILY AT BEDTIME 000863:

IRBESARTAN 150 MG TAB (300MG)

(AVAPRO) DOSE: 300 MG PO EVERY MORNING 000864:

DILTIAZEM HCL 180 MG CAPCR (180)

(CARDIZEM CD) IN: DILTIAZEM HCL 120 MG CAPCR

(120)

(CARDIZEM CD) DOSE: 300 PO EVERY MORNING 000865:

METFORMIN HCL 500 MG TAB (1000MG)

(GLUCOPHAGE) DOSE: 1000 MG PO WITH BREAKFAST 000866:

METFORMIN HCL 500 MG TAB (500MG)

(GLUCOPHAGE) DOSE: 500 MG PO 12,17 000868:

MAGNESIUM OXIDE 400 MG TAB

(400MG)

(MAG-OX 400) DOSE: 400 MG PO EVERY MORNING 000869:

CLOPIDOGREL BISULFATE 75 MG TAB

(75MG)

(PLAVIX) DOSE: 75 MG PO EVERY MORNING 000870:

METOPROLOL SUCCINATE 50 MG TABCR (100MG)

(TOPROL XL) DOSE: 100 MG PO EVERY MORNING 900862:

CEFTRIAXONE SOD 1 GM INJ (1)

(ROCEPHIN) IN: SODIUM CL 50 ML BAG (50)

(SODIUM CHLORIDE) DOSE: 0 IV GIVE EVERY 12 HOURS Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/20 14:00 Nurse Signatures QA, 006 Gender: M DOB: 8/21/20 Acct:

Room: 312 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial _ _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000006 Visit: V000006 DR: JENKINS, WOODY G. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 2 Printed At: 08/09/2004 14:15 intelliDOT iConnect System User Guide Confidential 4-9 Medication Administration Record (By Unit) P/N TP0001-01 Rev. B Printing Medication Administration Record (by Unit) To print your Medication Administration Record, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration Record (By Unit). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. 6. Click the button to select a Nursing Unit. The Select Nursing Unit window appears. 7. Select an applicable nursing unit and click OK. 4-10 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record (By Unit) 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and press OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-11 Medication Administration Record (By Nurse) P/N TP0001-01 Rev. B Medication Administration Record

(By Nurse) The Medication Administration Record (By Nurse) information is located on the iConnect DOT Manager screen and allows you to view and print medication orders and medication administration transaction information for all the nurses patients. The MAR provides allergies, diagnosis, attending Physicians and order information for patients and may be used as the permanent hard-copy record of the MAR. Note: In the current released software version, you cannot print the whole nursing unit. This will be addressed in the next software release. Viewing your Medication Administration Report

(By Nurse) To view your Medication Administration Record (By Nurse), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration Record (By Nurse). 3. From the Choose Printer drop down menu, select your applicable Printer. 4-12 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record (By Nurse) 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. button to select a Nurse. The Select Nurse window appears. 6. Click the 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. intelliDOT iConnect System User Guide Confidential 4-13 Medication Administration Record (By Nurse) P/N TP0001-01 Rev. B 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Click on the View Report button located at the top of the screen. The following report will appear. 4-14 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record (By Nurse) Example of a Medication Administration Record (By Nurse) Medication Administration Record (By Nurse) 8/9/04 TIME PRINTED: 08/09/2004 14:20 DIAGNOSIS: Multi-Lateral tear on left anterio thigh NOTES:

ALLERGIES: CODEINE, LATEX, FISH NAME: QA, 026 Admit: 7/29/04 23:00-07:00 07:00-15:00 15:00-23:00 000829:

FERROUS SULFATE 324 MG TAB

(324MG)

(FEOSOL) DOSE: 324 MG PO TWICE A DAY 000830:

POTASSIUM CL 20 MEQ TABCR

(20MEQ)

(K-DUR) DOSE: 20 MEQ PO FOUR TIMES DAILY 000831:

LEVOFLOXACIN 500 MG TAB (500MG)

(LEVAQUIN) DOSE: 500 MG PO EVERY MORNING 000833:

CALCIUM/VITAMIN D 250 MG TAB

(500MG)

(OS-CAL D) DOSE: 500 MG PO TWICE A DAY 000835:

PANTOPRAZOLE SOD 40 MG TABCR

(40MG)

(PROTONIX) DOSE: 40 MG PO TWICE A DAY 000837:

PROMETHAZINE HCL INJ 25 MG/1 ML INJ (25MG)

(PROMETHAZINE) DOSE: 25 MG IV Q 3 HOURS 000827:

INSULIN HUMAN REGULAR 100 UNITS/100 UNITS INJ (1U)

(HUMAN INSULIN-R U-100) DOSE: 1 U SC EVERY 6 HOURS 000828:

SODIUM CL 0.9% INJ 1 ML INJ (30ML)

(SODIUM CHLORIDE FLUSH) DOSE: 30 ML IV PRN 000832:

DIPHENOXYLATE/ATROPINE 1 TAB TAB

(2EA)

(LOMOTIL) DOSE: 2 EA PO PRN Start Stop 07/29 14:30 Start Stop 07/29 12:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 Start Stop 07/28 09:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 Nurse Signatures QA, 026 Gender: F DOB: 12/14/20 Acct:

Room: 311 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial _ _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000026 Visit: V0000026 DR: SMALLEY, MY NAME IS TO LONG M.D. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 1 Printed At: 08/09/2004 14:20 intelliDOT iConnect System User Guide Confidential 4-15 Medication Administration Record (By Nurse) P/N TP0001-01 Rev. B Printing Medication Administration Record (By Nurse) To print your Medication Administration Record (By Nurse), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration Record (By Nurse). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. 4-16 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration Record (By Nurse) 6. Click the button to select a Nurse. The Select Nurse window appears. 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-17 Prospective MAR (by Patient) P/N TP0001-01 Rev. B Prospective MAR (by Patient) The Prospective MAR (by Patient) is a patient specific report designed for currently ordered medications for a unique patient. It can replace the handwritten notes many nurses write during report to keep track of their patients and important information about them. The Prospective MAR (by Patient) can serve as a reminder of medications due, and can be a convenient place to write notes about your patient. The Prospective MAR (by Patient) can be reprinted during your shift to update it with the latest medication information. Remember that leaving the Printer parameter blank will cause the report to be printed to the user's default printer when they scan the command iDOT for the report. Viewing your Prospective MAR (by Patient) To view your Prospective MAR (by Patient), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Prospective MAR (By Patient). 3. From the Choose Printer drop down menu, select your applicable Printer. 4-18 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (by Patient) 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. button to select a Nurse. The Select Nurse window appears. 6. Click the Williams Thompson Brunson McMahon 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. intelliDOT iConnect System User Guide Confidential 4-19 Prospective MAR (by Patient) P/N TP0001-01 Rev. B 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Click on the View Report button located at the top of the screen. The following report will appear. 4-20 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (by Patient) Example of Prospective MAR (by Patient) Prospective MAR (by Patient) 7/23/04 TIME PRINTED: 07/23/2004 15:33 DIAGNOSIS:

NOTES:

ALLERGIES: NKA NAME: QA, 006 Admit: 7/12/04 000857:

ATORVASTATIN 20 MG TAB (40MG)

(LIPITOR) DOSE: 40 MG PO DAILY AT BEDTIME 000863:

IRBESARTAN 150 MG TAB (300MG)

(AVAPRO) DOSE: 300 MG PO EVERY MORNING 000864:

DILTIAZEM HCL 180 MG CAPCR (180)

(CARDIZEM CD) IN: DILTIAZEM HCL 120 MG CAPCR

(120)

(CARDIZEM CD) DOSE: 300 PO EVERY MORNING 000865:

METFORMIN HCL 500 MG TAB (1000MG)

(GLUCOPHAGE) DOSE: 1000 MG PO WITH BREAKFAST 000866:

METFORMIN HCL 500 MG TAB (500MG)

(GLUCOPHAGE) DOSE: 500 MG PO 12,17 000868:

MAGNESIUM OXIDE 400 MG TAB

(400MG)

(MAG-OX 400) DOSE: 400 MG PO EVERY MORNING 000869:

CLOPIDOGREL BISULFATE 75 MG TAB

(75MG)

(PLAVIX) DOSE: 75 MG PO EVERY MORNING 000870:

METOPROLOL SUCCINATE 50 MG TABCR (100MG)

(TOPROL XL) DOSE: 100 MG PO EVERY MORNING 900862:

CEFTRIAXONE SOD 1 GM INJ (1)

(ROCEPHIN) IN: SODIUM CL 50 ML BAG (50)

(SODIUM CHLORIDE) DOSE: 0 IV GIVE EVERY 12 HOURS Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/20 14:00 23:00-07:00 07:00-15:00 15:00-23:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 21:00 09:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 12:00 17:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 02:00 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 14:00 Nurse Signatures QA, 006 Gender: M DOB: 8/21/20 Acct:

Room: 312 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial SB1 = BROADBENT1,SARAH _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000006 Visit: V000006 DR: JENKINS, WOODY G. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 3 Printed At: 07/23/2004 15:33 intelliDOT iConnect System User Guide Confidential 4-21 Prospective MAR (by Patient) P/N TP0001-01 Rev. B Printing your Prospective MAR (by Patient) To print your Prospective MAR (by Patient), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Prospective MAR (By Patient). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. button to select a Nurse. The Select Nurse window appears. 6. Click the 4-22 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (by Patient) Williams Thompson Brunson McMahon 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-23 Prospective MAR (By User) P/N TP0001-01 Rev. B Prospective MAR (By User) The Prospective MAR (By User ) is a list of the patients you are taking care of and all currently ordered medications. It can replace the handwritten notes many nurses write during report to keep track of their patients and important information about them. The Prospective MAR (By User) can serve as a reminder of medications due, and can be a convenient place to write notes about your patients. The Prospective MAR (By User) can be printed with iDOTs to aid in documentation at the bedside, and may be reprinted during your shift to update it with the latest patient and medication information. Remember that leaving the Printer parameter blank will cause the report to be printed to the user's default printer when they scan the command iDOT for the report. Viewing your Prospective MAR (by User) To view your Prospective MAR (by User), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Prospective MAR (By User). 3. From the Choose Printer drop down menu, select your applicable Printer. 4-24 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (By User) 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. button to select a Nurse. The Select Nurse window appears. 6. Click the Williams Thompson Brunson McMahon 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. intelliDOT iConnect System User Guide Confidential 4-25 Prospective MAR (By User) P/N TP0001-01 Rev. B 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Click on the View Report button located at the top of the screen. The following report will appear. 4-26 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (By User) Example of Prospective MAR (by User) Prospective MAR (by User) NAME: QA, 006 Admit: 7/12/04 7/23/04 TIME PRINTED: 07/23/2004 15:39 DIAGNOSIS:

NOTES:

ALLERGIES: NKA 000857:

ATORVASTATIN 20 MG TAB (40MG)

(LIPITOR) DOSE: 40 MG PO DAILY AT BEDTIME 000863:

IRBESARTAN 150 MG TAB (300MG)

(AVAPRO) DOSE: 300 MG PO EVERY MORNING 000864:

DILTIAZEM HCL 180 MG CAPCR (180)

(CARDIZEM CD) IN: DILTIAZEM HCL 120 MG CAPCR

(120)

(CARDIZEM CD) DOSE: 300 PO EVERY MORNING 000865:

METFORMIN HCL 500 MG TAB (1000MG)

(GLUCOPHAGE) DOSE: 1000 MG PO WITH BREAKFAST 000866:

METFORMIN HCL 500 MG TAB (500MG)

(GLUCOPHAGE) DOSE: 500 MG PO 12,17 000868:

MAGNESIUM OXIDE 400 MG TAB

(400MG)

(MAG-OX 400) DOSE: 400 MG PO EVERY MORNING 000869:

CLOPIDOGREL BISULFATE 75 MG TAB

(75MG)

(PLAVIX) DOSE: 75 MG PO EVERY MORNING 000870:

METOPROLOL SUCCINATE 50 MG TABCR (100MG)

(TOPROL XL) DOSE: 100 MG PO EVERY MORNING 900862:

CEFTRIAXONE SOD 1 GM INJ (1)

(ROCEPHIN) IN: SODIUM CL 50 ML BAG (50)

(SODIUM CHLORIDE) DOSE: 0 IV GIVE EVERY 12 HOURS Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/20 14:00 23:00-07:00 07:00-15:00 15:00-23:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 21:00 09:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 12:00 17:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 02:00 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 14:00 Nurse Signatures QA, 006 Gender: M DOB: 8/21/20 Acct:

Room: 312 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial SB1 = BROADBENT1,SARAH _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000006 Visit: V000006 DR: JENKINS, WOODY G. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 3 Printed At: 07/23/2004 15:39 intelliDOT iConnect System User Guide Confidential 4-27 Prospective MAR (By User) P/N TP0001-01 Rev. B Printing your Prospective MAR (by User) To print your Prospective MAR (by User), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Prospective MAR (By User). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. 4-28 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (By User) 6. Click the button to select a Nurse. The Select Nurse window appears. Williams Thompson Brunson McMahon 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-29 Prospective MAR (By Unit) P/N TP0001-01 Rev. B Prospective MAR (By Unit) The Prospective MAR (By Unit ) is a list of the patients you are taking care of and all currently ordered medications. It can replace the handwritten notes many nurses write during report to keep track of their patients and important information about them. The Prospective MAR (By Unit) can serve as a reminder of medications due, and can be a convenient place to write notes about your patients. The Prospective MAR (By Unit) can be printed with iDOTs to aid in documentation at the bedside, and may be reprinted during your shift to update it with the latest patient and medication information. Remember that leaving the Printer parameter blank will cause the report to be printed to the user's default printer when they scan the command iDOT for the report. Viewing your Prospective MAR (By Unit) To view your Prospective MAR (By Unit), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Prospective MAR (By Unit). 3. From the Choose Printer drop down menu, select your applicable Printer. 4-30 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (By Unit) 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. button to select a Nurse. The Select Nurse window appears. 6. Click the Williams Thompson Brunson McMahon 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. intelliDOT iConnect System User Guide Confidential 4-31 Prospective MAR (By Unit) P/N TP0001-01 Rev. B 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Click on the View Report button located at the top of the screen. The following report will appear. 4-32 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (By Unit) Example of Prospective MAR (by Unit) Prospective MAR (by User) NAME: QA, 006 Admit: 7/12/04 7/23/04 TIME PRINTED: 07/23/2004 15:39 DIAGNOSIS:

NOTES:

ALLERGIES: NKA 000857:

ATORVASTATIN 20 MG TAB (40MG)

(LIPITOR) DOSE: 40 MG PO DAILY AT BEDTIME 000863:

IRBESARTAN 150 MG TAB (300MG)

(AVAPRO) DOSE: 300 MG PO EVERY MORNING 000864:

DILTIAZEM HCL 180 MG CAPCR (180)

(CARDIZEM CD) IN: DILTIAZEM HCL 120 MG CAPCR

(120)

(CARDIZEM CD) DOSE: 300 PO EVERY MORNING 000865:

METFORMIN HCL 500 MG TAB (1000MG)

(GLUCOPHAGE) DOSE: 1000 MG PO WITH BREAKFAST 000866:

METFORMIN HCL 500 MG TAB (500MG)

(GLUCOPHAGE) DOSE: 500 MG PO 12,17 000868:

MAGNESIUM OXIDE 400 MG TAB

(400MG)

(MAG-OX 400) DOSE: 400 MG PO EVERY MORNING 000869:

CLOPIDOGREL BISULFATE 75 MG TAB

(75MG)

(PLAVIX) DOSE: 75 MG PO EVERY MORNING 000870:

METOPROLOL SUCCINATE 50 MG TABCR (100MG)

(TOPROL XL) DOSE: 100 MG PO EVERY MORNING 900862:

CEFTRIAXONE SOD 1 GM INJ (1)

(ROCEPHIN) IN: SODIUM CL 50 ML BAG (50)

(SODIUM CHLORIDE) DOSE: 0 IV GIVE EVERY 12 HOURS Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/20 14:00 23:00-07:00 07:00-15:00 15:00-23:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 21:00 09:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 12:00 17:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 02:00 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 14:00 Nurse Signatures QA, 006 Gender: M DOB: 8/21/20 Acct:

Room: 312 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial SB1 = BROADBENT1,SARAH _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000006 Visit: V000006 DR: JENKINS, WOODY G. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 3 Printed At: 07/23/2004 15:39 intelliDOT iConnect System User Guide Confidential 4-33 Prospective MAR (By Unit) P/N TP0001-01 Rev. B Printing your Prospective MAR (by Unit) To print your Prospective MAR (by Unit), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Prospective MAR (By User). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. 4-34 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Prospective MAR (By Unit) 6. Click the button to select a Nurse. The Select Nurse window appears. Williams Thompson Brunson McMahon 7. Select an applicable nurse and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click the appears. button to select a Dot Group. The Select Dot Group window 11. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 12. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-35 Medication Administration DOT Sheet P/N TP0001-01 Rev. B Medication Administration DOT Sheet Some nursing units may require additional iDOTs for some aspects of documentation. The medication administration DOT sheet allows these iDOTs to be printed on one form and posted/kept in a convenient place. Viewing your Medication Administration DOT Sheet To view your Medication Administration DOT Sheet, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration DOT sheet. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the appears. button to select Dot Group One. The Select Dot Group window 5. Click the Dot Group and click OK. 4-36 Confidential intelliDOT iConnect System User Guide

P/N TP0001-01 Rev. B Medication Administration DOT Sheet 6. Click the appears. button to select Dot Group Two. The Select Dot Group window 7. Click the Dot Group and click OK. 8. Click the button to select Dot Group Three. The Select Dot Group window appears. 9. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 10. Click on the View Report button located at the top of the screen. The following report will appear. intelliDOT iConnect System User Guide Confidential 4-37 Medication Administration DOT Sheet P/N TP0001-01 Rev. B Example of a Medication Administration DOT Sheet Medication Administration Dot Sheet Sites L. UPPER ARM R. LOWER ABD. L. ANTERIOLATERAL THIGH L. DELTIOD MUSCLE L. VENTRO-GLUTEAL MUSCLE L. GLUTEAL-MEDIAL MUSCLE R. ANTERIOLATERAL THIGH R. UPPER ARM L. LOWER ABD. R. DELTOID MUSCLE R. VENTRO-GLUTEAL MUSCLE L. UPPER ABD. R. GLUTEAL-MEDIAL MUSCLE INTRAVENOUS Override Reasons Patient Preference Pt. Declined Pt. Sleeping Pt. Off Unit Pt. Transferred Pt. Discharged IV Discontinued IV Infiltrated IV Patency C/O Pain Increased Pain C/O Nausea Increased Nausea Within Normal Limits VS Warranted Med. Missing Tx. In Progress Hold Medication NPO Per Protocol New Order New Schedule New Route Standing Order Stat Order RX Change Discontinued Abnormal Limits Contraindicated Incompatability Dialysis In Progress Pending Lab Specimen Collection Needed S/W Bug keypad 1 6 0 Extra Dots Cancel All Cover Patients Delay Dose 2 7

Continue Previous 3 8 4 9 Cancel decimal 5

back Omit Next Logout New Order Prep Enter Later Extra Dose Printed By: User, Admin Page 1 of 1 Printed At: 04/08/2004 13:42 4-38 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Medication Administration DOT Sheet Printing your Medication Administration DOT Sheet To print your Medication Administration DOT sheet, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Medication Administration DOT sheet. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the appears. button to select Dot Group One. The Select Dot Group window 5. Click the Dot Group and click OK. 6. Click the appears. button to select Dot Group Two. The Select Dot Group window 7. Click the Dot Group and click OK. intelliDOT iConnect System User Guide Confidential 4-39 Medication Administration DOT Sheet P/N TP0001-01 Rev. B 8. Click the button to select Dot Group Three. The Select Dot Group window appears. 9. Click the Dot Group and click OK. Note: Refer to DOT Organization Setup on page 3-42. The MAR may be printed with or without DOT groups. DOT groups provides a way to create groups of DOTs for Override Reasons, Administration Sites, and Command DOTs. If for example, you need to print a new MAR, select a DOT group from the list. This will print on your MAR and you can use the iConnect Handheld to scan the iDOT. 10. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. 4-40 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Administration History and Audit Report Administration History and Audit Report This Administration History and Audit report provides a detailed record of all medication activity during the patients stay. The administration history and audit report allows a detailed overview of med admin organized by med and time. Viewing the Administration History and Audit Report To view your Administration History and Audit Report, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear.. 2. From the Choose Report drop down menu, select Administration History and Audit Report. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the appears. button to select a StartDate. The Select StartDate window 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. intelliDOT iConnect System User Guide Confidential 4-41 Administration History and Audit Report P/N TP0001-01 Rev. B 6. Click the appears. button to select a StopDate. The Select StopDate window 7. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. button to select a Patient. The Select Patient window appears. 8. Click the Williams Thompson Brunson McMahon 9. Select an applicable patient and click OK. 10. Click on the View Report button located at the top of the screen. The following report will appear. 4-42 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Administration History and Audit Report Example of a Administration History and Audit Report Administration History and Audit Report 4/22/04 - 4/22/04 TIME PRINTED: 04/22/2004 15:05 DIAGNOSIS: Multi-Lateral tear on left anterio thigh NOTES:

ALLERGIES: CODEINE, LATEX, FISH NAME: QA, 028 Admit: 4/22/04 Started at 04/22/2004 13:00 DOSE: 5 ML PO FOUR TIMES DAILY Gave 10ML Gave 0ML Started at 04/22/2004 13:00 DOSE: 1000 IV PRN Gave 0 DIPHENHYDRAMINE 12.5 MG/5 ML ELIX (30) IN: LIDOCAINE HCL 2% VISC SOLN 5 ML SOLN (20)

(BENADRYL)

(XYLOCAINE VISC.) 4/22/04

#0001354 13:46 14:03 14:04 New Order Prepared Prepared Given Edited: 14:09 Mistretta2, Michael2 Mistretta2, Michael2 Mistretta2, Michael2 Mistretta2, Michael2 14:14 Mistretta2, Michael2 IN: SODIUM CL 0.9% INJ 1000 ML BAG (1000)

(SODIUM CHLORIDE 0.9%) New Order 14:20 14:18 Prepared Mistretta2, Michael2 Mistretta2, Michael2 INSULIN HUMAN REGULAR 100 UNITS/100 UNITS INJ (1UNIT)

(HUMAN INSULIN-R U-100) SODIUM CL 0.9% INJ 1000 ML BAG (1000ML)

(SODIUM CHLORIDE 0.9%) 14:48 Prepared Mistretta2, Michael2 IN: SODIUM CL 0.9% INJ 1000 ML BAG (1000)

(SODIUM CHLORIDE 0.9%) 4/22/04

#000355 4/22/04

#000360 4/22/04 4/22/04

#000355 4/22/04 New Order 14:23 14:27 Given Prepared Mistretta2, Michael2 Mistretta2, Michael2 Started at 04/22/2004 13:00 DOSE: 1000 IV PRN SODIUM CL 0.9% INJ 1000 ML BAG (1000ML)

(SODIUM CHLORIDE 0.9%) 14:46 Given Mistretta2, Michael2 Gave 1000ML New Order 14:38 Mistretta2, Michael2 Started at 04/22/2004 13:00 DOSE: 1 UNIT SC EVERY 6 HOURS Printed By: Detamore, Eric Page 1 of 1 Printed At: 04/22/2004 15:05 intelliDOT iConnect System User Guide Confidential 4-43 Administration History and Audit Report P/N TP0001-01 Rev. B Printing the Administration and Audit Report To print your Administration and Audit Report, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Administration History and Audit Report. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the appears. button to select a StartDate. The Select StartDate window 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. 4-44 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Administration History and Audit Report 6. Click the appears. button to select a StopDate. The Select StopDate window 7. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. button to select a Patient. The Select Patient window appears. 8. Click the Williams Thompson Brunson McMahon 9. Select an applicable patient and click OK. 10. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-45 Seven (7) Day Medication Summary Report P/N TP0001-01 Rev. B Seven (7) Day Medication Summary Report The 7-Day Medication Summary is a convenient method to view med administrations over a longer period, and may be of use by physicians and others interested in a longer term view of med administration. If used as a routine tool, this report will often be generated for all patients on a unit at the same time. This report will not be used as a permanent chart document or as a means of auditing for med errors because it will not contain enough detail on medication activities. Viewing your 7 Day Medication Summary Report To view your 7 Day Medication Summary Report, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select 7 Day Medication Summary. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a Date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. 4-46 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Seven (7) Day Medication Summary Report 6. Click the button to select a Patient. The Select StopDate window appears. Williams Thompson Brunson McMahon 7. Select an applicable patient and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Click on the View Report button located at the top of the screen. The following report will appear. Note: In the 7 Day Medication Summary Report, ordered meds are shown in the first (left) column like they are on the daily MAR. This report also provides allergy information. The next 7 columns have headers that show the full name of the day of the week with date in MM/DD/YY format below each. Unlike other reports, this report rounds times to the nearest hour to save space and to make it easy for you to see when the doses were given. intelliDOT iConnect System User Guide Confidential 4-47 Seven (7) Day Medication Summary Report P/N TP0001-01 Rev. B Example of a 7 Day Medication Summary 8/3/04 TIME PRINTED: 08/09/2004 16:11 DIAGNOSIS: Multi-Lateral tear on left anterio thigh NOTES:

ALLERGIES: CODEINE, LATEX, FISH 7 Day Medication Summary NAME: QA, 028 Admit: 7/29/04 8/3/04 8/4/04 8/5/04 8/6/04 8/7/04 8/8/04 8/9/04 14 OMITTED Reason Omitted :

Within Normal Limits 14 OMITTED Reason Omitted :

Within Normal Limits 14 OMITTED Reason Omitted :

Within Normal Limits 14 OMITTED Reason Omitted :

Within Normal Limits 14 OMITTED Reason Omitted :

Within Normal Limits 14 OMITTED Reason Omitted :

Within Normal Limits 000829:

FERROUS SULFATE 324 MG TAB

(324MG)

(FEOSOL) DOSE: 324 MG PO TWICE A DAY 000830:

POTASSIUM CL 20 MEQ TABCR

(20MEQ)

(K-DUR) DOSE: 20 MEQ PO FOUR TIMES DAILY 000831:

LEVOFLOXACIN 500 MG TAB (500MG)

(LEVAQUIN) DOSE: 500 MG PO EVERY MORNING 000833:

CALCIUM/VITAMIN D 250 MG TAB

(500MG)

(OS-CAL D) DOSE: 500 MG PO TWICE A DAY 000835:

PANTOPRAZOLE SOD 40 MG TABCR

(40MG)

(PROTONIX) DOSE: 40 MG PO TWICE A DAY 000837:

PROMETHAZINE HCL INJ 25 MG/1 ML INJ (25MG)

(PROMETHAZINE) DOSE: 25 MG IV Q 3 HOURS 000827:

INSULIN HUMAN REGULAR 100 UNITS/100 UNITS INJ (1U)

(HUMAN INSULIN-R U-100) DOSE: 1 U SC EVERY 6 HOURS 000828:

SODIUM CL 0.9% INJ 1 ML INJ (30ML)

(SODIUM CHLORIDE FLUSH) DOSE: 30 ML IV PRN 000832:

DIPHENOXYLATE/ATROPINE 1 TAB TAB

(2EA)

(LOMOTIL) DOSE: 2 EA PO PRN Start Stop 07/29 14:00 Start Stop 07/29 12:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 Start Stop 07/28 09:00 Start Stop 07/29 14:00 Start Stop 07/29 14:00 QA, 028 Gender: F DOB: 12/14/20 Acct:

Room: 311 1 MRN: M90000028 Visit: V0000028 DR: SMALLEY, MY NAME IS TO LONG M.D. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 1 Printed At: 08/09/2004 16:11 4-48 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Seven (7) Day Medication Summary Report Printing your 7 Day Medication Summary Report To print your 7 Day Medication Summary Report, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select 7 day Medication Summary. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a Date. The Select Date window appears. 5. Select Today, Tomorrow, or Yesterday, Year, Month, Day and click OK. intelliDOT iConnect System User Guide Confidential 4-49 Seven (7) Day Medication Summary Report P/N TP0001-01 Rev. B 6. Click the button to select a Patient. The Select StopDate window appears. Williams Thompson Brunson McMahon 7. Select an applicable patient and click OK. 8. Click the button to select a Sort Order. The Select Item window appears. 9. Select Placer Order Number or Generic Name to sort by and click OK. The MAR will sort by either the order number or by generic name. 10. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. 4-50 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B MicroTerminal Configuration Report MicroTerminal Configuration Report This document allows the iConnect Handheld to be configured by scanning iDOTs, and is primarily used by the IntelliDOT service technicians. This report provides a configuration allowing the iConnect Handheld to connect to the hospital wireless access point. Viewing your MicroTerminal Configuration Report To view your MicroTerminal Configuration Report, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select MicroTerminal Configuration Report. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Enter the IP address. 5. Enter the Hospital SSID. 6. Enter the Wep Key. 7. Click on the View Report button located at the top of the screen. The following report will appear. intelliDOT iConnect System User Guide Confidential 4-51 MicroTerminal Configuration Report P/N TP0001-01 Rev. B Example of a MicroTerminal Configuration Report Microterminal Configuration Report This report will configure your MicroTerminal for the server at 172.167.55.13 using the wireless network 'General Hospital'. Scan this dot to begin Scan these dots when prompted 1 2 3 4 5 6 7 Printed By: User, Admin Page 1 of 1 Printed At: 08/09/2004 16:23 4-52 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B MicroTerminal Configuration Report Printing your MicroTerminal Configuration Report To print your MicroTerminal Configuration Report, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select MicroTerminal Configuration Report. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Enter the IP address. 5. Enter the Hospital SSID. 6. Enter the Wep Key. 7. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-53 Patient Assignment Worksheet P/N TP0001-01 Rev. B Patient Assignment Worksheet For the IntelliDOT system to operate, nurses must tell the iConnect System which patients they are taking care of during their shift. To do this, a Patient Assignment worksheet can be printed. The patient assignment worksheet provides you with a quick and easy way to scan the patient iDOTs and assign patients to the nurse. Viewing your Patient Assignment Worksheet To view your Patient Assignment Worksheet, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select MicroTerminal Configuration Report. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a Nursing Unit. The Select Nursing Unit window appears. 5. Select an applicable nursing unit and click OK. 6. Click on the View Report button located at the top of the screen. The following report will appear. 4-54 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Patient Assignment Worksheet Example of a Patient Assignment Worksheet Patient Assignment Worksheet This assignment sheet was printed for the nursing unit 3RDFLOOR Begin Patient Assignment Session End Patient Assignment Session Rooms 300 1 301 1 302 1 303 1 304 1 305 1 306 1 307 1 308 1 309 1 310 1 311 1 312 1 313 1 314 1 315 1 316 1 317 1 318 1 319 1 320 1 321 1 322 1 323 1 324 1 325 1 326 1 327 1 328 1 329 1 330 1 331 1 332 1 333 2 334 1 335 1 336 1 337 1 338 1 339 1 Printed By: User, Admin Page 1 of 1 Printed At: 08/09/2004 17:20 intelliDOT iConnect System User Guide Confidential 4-55 Patient Assignment Worksheet P/N TP0001-01 Rev. B Printing your Patient Assignment Worksheet To print your Patient Assignment Worksheet, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select MicroTerminal Configuration Report. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click the button to select a Nursing Unit. The Select Nursing Unit window appears. 5. Select an applicable nursing unit and click OK. 6. Press the Print Report button located at the top of the screen. The Report will be printed on the applicable printer you selected. 4-56 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Sig Code Listing Report (CSV) Sig Code Listing Report (CSV) The sig code listing report provides a list of all sig codes used in the hospital formulary (master drug file). The Report will appear in a .CSV file which can be read through the Internet file or EXCEL. Viewing your Sig Code Listing Report (CSV) To view your Sig Code Listing Report (CSV), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select SIG Code Listing Report

(CSV). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click on the View Report button. The Report will appear in a .CSV file which can be read through the Internet file or EXCEL. See the following illustration for an example. intelliDOT iConnect System User Guide Confidential 4-57 Sig Code Listing Report (CSV) P/N TP0001-01 Rev. B Printing your Sig Code Listing Report (CSV) To print your Sig Code Listing Report (CSV), perform the following:

1. Click Reports on your iConnect DOT Manager. The default report screen will appear. 2. From the Choose Report drop down menu, select SIG Code Listing Report

(CSV). 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click on the Print Report button. The Report will be printed on the applicable printer you selected. The Report prints from the Internet file or EXCEL. See the following illustration for an example. 4-58 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Formulary Listing Report (CSV) Formulary Listing Report (CSV) The sig code listing report provides a list of the hospital formulary (master drug file). The Report will appear in a .CSV file which can be read through the Internet file or EXCEL. Viewing your Formulary Listing Report (CSV) To view your Formulary Listing Report (CSV), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select the Formulary Listing Report (CSV) from the Choose Report drop down menu. 3. Choose your applicable Printer. intelliDOT iConnect System User Guide Confidential 4-59 Formulary Listing Report (CSV) P/N TP0001-01 Rev. B 4. Click on the View Report button. The Report will appear in a .CSV file which can be read through the Internet file or EXCEL. See the following illustration for an example. Printing your Formulary Listing Report (CSV) To print your Formulary Listing Report (CSV), perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select the Formulary Listing Report (CSV) from the Choose Report drop down menu. 3. Choose your applicable Printer. 4-60 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Formulary Listing Report (CSV) 4. Click on the Print Report button. The Report will be printed on the applicable printer you selected. The Report prints from the Internet file or EXCEL. See the following illustration for an example. intelliDOT iConnect System User Guide Confidential 4-61 Administration Sites Listing P/N TP0001-01 Rev. B Administration Sites Listing The Administration Sites Listing provides a list of sites of administration when administering the medications to a patient. Viewing your Administration Sites Listing To view your Administration Sites Listing, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear.. 2. From the Choose Report drop down menu, select Administration Sites Listing. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click on the View Report button located at the top of the screen. The following report will appear. 4-62 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Administration Sites Listing Example of a Administration Sites Listing Administration Sites Listing Administration Sites Listing L. Anteriolateral Thigh L.Deltoid Muscle L.Gluteal-Medial Muscle L.Lower Abd. L. Upper Abd. L. Upper Arm L. Ventro-Gluteal Muscle R. Deltoid Muscle R. Gluteal-Medial Muscle R. Lower Abd. R. Upper Abd. R. Upper Arm R. Ventro-Gluteal Muscle L.Forearm R.Forearm L. Hip/Subcutaneous R.Hip/Subcutaneous R. Anteriolateral Thigh Printed By: User, Admin Page 1 of 1 Printed At: 08/10/2004 10:50 intelliDOT iConnect System User Guide Confidential 4-63 Administration Sites Listing P/N TP0001-01 Rev. B Printing your Administration Sites Listing To print your Administration Sites Listing, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. From the Choose Report drop down menu, select Administration Sites Listing. 3. From the Choose Printer drop down menu, select your applicable Printer. 4. Click on the Print Report button. The Report will be printed on the applicable printer you selected. 4-64 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Command DOT Listing Command DOT Listing The command iDOTs listing provides a way to create individual command iDOTs to perform a particular action. For example, if you create a iDOT to Print a Current Mar. This report provides you with a list of all command iDOTs printed on an individual report. Viewing your Command DOT Listing To view your Command DOTs Listing, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select Command DOTs Listing from the Choose Report drop down menu. 3. Choose your applicable Printer. 4. Click on the View Report button. The Report will appear. See the following illustration. intelliDOT iConnect System User Guide Confidential 4-65 Command DOT Listing P/N TP0001-01 Rev. B Example of a Command DOTs Listing Override Reasons Listing Override Reasons Listing Within Normal Limits Pt. Cond. Warrants Pt. Declined Med. Missing Pt. Sleeping Tx. In Progress Standing Order Dialysis In Progress Pt. Off Unit Increased Pain Stat Order Pending Lab Pt. Transferred NPO Pt. Discharged Increased Nausea D/C'd Family/S.O. Refused Pt. Expired Pt. Preference Blood Transfusion Rx Change Printed By: User, Admin Page 1 of 1 Printed At: 08/10/2004 14:16 4-66 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Command DOT Listing Printing your Command DOTs Listing To print your Command DOTs Listing, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select Command DOTs Listing from the Choose Report drop down menu. 3. Choose your applicable Printer. 4. Click on the Print Report button. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-67 Override Reasons Listing P/N TP0001-01 Rev. B Override Reasons Listing The override reasons listing provides DOTs used by the nurse during an administration of medications. Viewing your Override Reasons Listing To view your Override Reasons Listing, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select Override Reasons Listing from the Choose Report drop down menu. 3. Choose your applicable Printer. 4. Click on the View Report button. The Report will appear. See the following illustration. 4-68 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Override Reasons Listing Example of Override Reasons Listing Override Reasons Listing Override Reasons Listing Within Normal Limits Pt. Cond. Warrants Pt. Declined Med. Missing Pt. Sleeping Tx. In Progress Standing Order Dialysis In Progress Pt. Off Unit Increased Pain Stat Order Pending Lab Pt. Transferred NPO Pt. Discharged Increased Nausea D/C'd Family/S.O. Refused Pt. Expired Pt. Preference Blood Transfusion Rx Change Printed By: User, Admin Page 1 of 1 Printed At: 08/10/2004 14:16 intelliDOT iConnect System User Guide Confidential 4-69 Override Reasons Listing P/N TP0001-01 Rev. B Printing your Override Reasons Listing To print your Override Reasons Listing, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select Override Reasons Listing from the Choose Report drop down menu. 3. Choose your applicable Printer. 4. Click on the Print Report button. The Report will be printed on the applicable printer you selected. 4-70 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B DOT Keyboard DOT Keyboard The DOT keyboard provides a listing of alphanumeric characters, numeric characters, basic commands (cancel all, cancel, etc.), order information, and diagnostic information. Viewing your DOTs Keyboard To view your DOTs Keyboard, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select DOTs Keyboard from the Choose Report drop down menu. 3. Choose your applicable Printer. 4. Click on the View Report button. The Report will appear. See the following illustration. intelliDOT iConnect System User Guide Confidential 4-71 DOT Keyboard P/N TP0001-01 Rev. B Example of a DOT Keyboard Dot Keyboard B G L Q V 1 6 C H M R W 2 7 D I N S X 3 8 E J O T Y 4 9 Keyboard Keypad Basic Commands A F K P U Z 0 5

. Cancel All Cancel Last Continue Logout Omit Verify Item Order Information Show Order Info - Order Details Show Order Info - Patient Name Show Order Info -

Medication Diagnostic Information Dump Patients and Orders Dump Users Dump Formulary Dump Commands Dump Dots Show MT Version. Test RF Tether Printed By: User, Admin Page 1 of 1 Printed At: 04/02/2004 17:41 4-72 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B DOT Keyboard Printing your DOT Keyboard To print your DOTs Keyboard, perform the following:

1. After logging into the iConnect DOT Manager, select Reports. The default report screen will appear. 2. Select DOTs Keyboard from the Choose Report drop down menu. 3. Choose your applicable Printer. 4. Click on the Print Report button. The Report will be printed on the applicable printer you selected. intelliDOT iConnect System User Guide Confidential 4-73 DOT Keyboard P/N TP0001-01 Rev. B

- Notes -

4-74 Confidential intelliDOT iConnect System User Guide Creating Command iDOTs P/N TP0001-01 Rev. B Chapter 5 Creating Command iDOTs Command iDOTs allow nurses to page someone, send an e-mail, print a document, and other tasks by simply scanning a iDOT. In order to place command iDOTs on reports, they must first be created. This chapter reviews the process for creating command iDOTs. For reporting-printing commands, if you always want the report to print on a specific printer when the iDOT is scanned, set up the printer in the command (the Order Change request for example). Once you have the commands setup, you put them on the Worksheet by adding the commands to the Worksheet's Command parameter. intelliDOT iConnect System User Guide Confidential 5-1 Command iDOT Prompt Setup P/N TP0001-01 Rev. B Command iDOT Prompt Setup The prompt setup is used to enter information that appears on your iConnect Handheld. The information you enter in the fields appear to the left in the blue box. This box illustrates what will appear on your iConnect Handheld. The instruction field will tell the iConnect Handheld what to do. For example, Scan DOT or Press OK tells you to scan your command iDOT and press OK. The reports allow you to create instructions appearing on your iConnect Handheld. To create a command iDOT prompt, perform the following:

1. Select Command Setup, Prompt Setup. For example, the following screen will appear. 2. Click New and new fields appear on the screen. 3. Enter the information to appear in Line 1 and Line 1b. This information displays in the blue box to the right. This box displays an example of what you will see on your iConnect Handheld. 4. Enter the instructions you want the user to perform. For example, if you want the user to press ok, enter Press OK. 5. Select the Response Category from the drop down list. For example, select patient if you printing a MAR for a current patient. Remember that leaving the Printer parameter blank will cause the report to be printed to the user's default printer when they scan the command iDOT for the report. 5-2 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Worksheet Reports Worksheet Reports The reports allow you to create and save a iDOT to print a specific report. This iDOT can then placed on the worksheet. 1. Select Command Setup, Reports and applicable report. For example: The Nurse Medication Worksheet screen will appear. 2. Click New and new fields appear on the screen. 3. Enter the name of the report in the Name field. 4. Enter the Nurse (current user recommended), the date (today), the shift the nurse is working, Remember that leaving the Printer parameter blank will cause the report to be printed to the user's default printer when they scan the command iDOT for the report. Each report will be specific to the command needed. Be sure to enter all information in the required fields. intelliDOT iConnect System User Guide Confidential 5-3 Worksheet Reports P/N TP0001-01 Rev. B

- Notes -

5-4 Confidential intelliDOT iConnect System User Guide Diagnostics, Troubleshooting, and Safety P/N TP0001-01 Rev. B Chapter 6 Diagnostics, Troubleshooting, and Safety This section is about diagnostics for your iConnect Handheld and troubleshooting any problems that arise, including the following:

Tether the iConnect Handheld Testing RF Rebooting the iConnect Handheld Troubleshooting intelliDOT iConnect System User Guide Confidential 6-1 Tethering the iConnect Handheld P/N TP0001-01 Rev. B Tethering the iConnect Handheld Tethering is a way for the iConnect Handheld to directly interface with the iConnect System Manager. It is a fast efficient way of accurately entering bar code information into the iConnect System Manager without typing. Once tethered, you can scan a medication bar code and it appears in the formulary brand setup window of the Master Drug file. Tethering can be performed for the iConnect System Manager using the iConnect Handheld. To tether to the iConnect System Manager, perform the following:

1. Print out the latest DOT Keyboard. This keyboard will have a Tether iDOT on the report. 2. Login to the iConnect System Manager. 3. Logon the iConnect Handheld. Be sure to use the same login ID and password for the iConnect System Manager and the iConnect Handheld. To tether they must be the same. 4. On the iConnect System Manager, select the tether button from anywhere on the screen. The User Badnge Asssigmnet window appears asking you to scan the tether iDOT. 6-2 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Tethering the iConnect Handheld 5. Scan the tether DOT. The following screen will appear. Waiting for Connection ED iConnect Handheld screen 6. Click the Tether button on the iConnect System Manager. Tethered OK to Quit ED iConnect Handheld screen Refer to Formulary Configuration on page 3-10. The formulary configuration section provides the steps how to enter your information. 7. To untether, just press OK on the iConnect Handheld. The User, Scan Patient or Command iDOT reappears intelliDOT iConnect System User Guide Confidential 6-3 Testing RF with the iConnect Handheld P/N TP0001-01 Rev. B Testing RF with the iConnect Handheld 1. Scan the RF Test iDOT on your DOT Keyboard Report. The following screen will appear. Press OK ED iConnect Handheld screen 2. Press OK and you will be in RF Test mode. SNR 38%

ED iConnect Handheld screen This will be the signal to noise ratio for the wireless signal. Rebooting the iConnect Handheld Rebooting the device is needed when an iConnect Handheld does not connect to the server or may the device may need to be refreshed. To reboot the iConnect Handheld, perform the following:

1. Gently insert a paper clip into the small hole on the underside of the iConnect Handheld. or Place the iConnect Handheld in the charging cradle. 6-4 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Safety and Maintenance System Timeout and What to Do System timeout occurs when the iConnect Handheld cannot connect to the IntelliDOT server. This can occur with different scenarios which include power outage, wireless connectivity interruption, or a server reboot. Press the OK button to return to the previous screen. All data entered on the scanner before the system timeout remains in the system and does not need to be re-entered. The iConnect Handheld displays a screen informing you to Press OK. If you press OK, the iConnect Handheld will reconnect to the server and bring you back to your last med needed to be given. Do Not Reboot the iConnect Handheld after a System Timeout. Contact your System Administrator. Safety and Maintenance iConnect Handheld User Safety Information IMPORTANT: READ this before operating your iConnect Handheld For safe use of the iConnect Handheld always observe the following guidelines. This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. There are no user serviceable parts of the iConnect Handheld. Do not attempt to open the housing as this may damage the unit. Any changes or modifications to the product not expressly approved by the party responsible for FCC compliance could void the users authority to operate the equipment. Refer any unit needing maintenance or service to qualified service personnel. This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. The equipment generates uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:

-Reorient or relocate the receiving antenna. intelliDOT iConnect System User Guide Confidential 6-5 Safety and Maintenance P/N TP0001-01 Rev. B

-Increase the separation between the equipment and the receiver.

-Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.

-Consult the dealer or an experienced radio/TV technician for help. This unit incorporates a Class II laser in its bar code scanner. Laser light will be emitted for up to several seconds after the button labeled BAR CODE or III I II is pressed. The laser light is emitted from the side of the unit opposite the LCD and function buttons. Never direct the laser emitting side of the unit toward your own or anyone elses eyes. General Tips This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. Although the iConnect Handheld is water and dust resistant, do not expose it to rain or moisture for an extended period of time. In general, treat the device as you would a pocket calculator or other small electronic instrument. The touch-sensitive screen of the iConnect Handheld contains glass. Although the device is rugged, be careful not to drop the device or subject it to repetitive strong impact. Protect the iConnect Handheld from temperature extremes. Keep it away from heaters and other heat sources. Do not store the iConnect Handheld in a dusty, damp, or wet location. Cleaning the Device Use a soft lens cloth to clean the iConnect Handheld. If the surface of the screen becomes soiled, clean it with a soft cloth moistened with a diluted antibacterial soap solution. Batteries The iConnect Handheld uses one main battery. As long as the device is returned to the charger when not in use, the battery will stay operative and not need to be replaced. Contact IntelliDOT if you need a new battery. 6-6 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Safety and Maintenance Battery Charging The iConnect Handheldcontains a rechargeable Li-ion battery with a charging safety circuit. When you first unpack the unit, the battery will likely be fully discharged. Place the unit into the iConnect charging station plugged into standard 120VAC power. It takes approximately 4 hours to fully charge the battery of the iConnect Handheld. Depending on usage, the battery should provide full function for about 12 hours. Wireless Networking The iConnect Handheld operates using 802.11b wireless networking capability. Your nursing unit must be equipped with wireless access points which allow the iConnect Handheld to communicate with the IntelliDOT Server computer and other iConnect Handheld. If you leave your nursing unit, the iConnect Handheld may loose its connection to the network and the IntelliDOT Server. Dont be alarmed, but know that your iConnect Handheld is off-line in these circumstances. iConnect Handheld Radiation Specifications The iConnect Handheld contains a laser device to implement linear bar code scanning. Laser source: Diode Laser Class: FDA CDRH Class II Laser light wavelength: 650nm Laser power: 0.8mW nominal Aim Mode 1.2mW nominal Scanning Mode Scan rate: 39 (+/- 3) per second (bi-directional) intelliDOT iConnect System User Guide Confidential 6-7 Troubleshooting P/N TP0001-01 Rev. B Troubleshooting Unknown Patient Description When scanning the patient bar code, a match can not be made in the patient database Unknown Patient. Remedy Add the patient at the iConnect System Manager or check the interface or wait for the interface. Medication Can Not Be Found Description When scanning the medication, the med ID is not found in the formulary database Unknown Med. Remedy Contact the pharmacy or the IntelliDOT System Administrator. Time Error Description If a time error is received and the user knows that the order time is correct, the system time on the device may not be correct. Remedy Contact the IntelliDOT System Administrator. Device Does Not Turn On Description The login screen does not appear when the device is turned on. Remedy Insert a paper clip into the small hole on the backside of the iConnect Handheld. If the iConnect Handheld still does not operate, report the problem to the IntelliDOT System Administrator. Scanner Does Not Function Description The iConnect Handheld does not scan a bar code when you press the Bar Code button. Remedy Check to be sure the bar code is not defaced. Hold the scanner at a 30o-45o angle. Be sure the iConnect Handheld is within proper scanning range. If the iConnect Handheld stops emitting a laser beam while the Bar Code button is pressed, check the battery level. When the battery is low, the scanner shuts off before the low battery warning appears. Recharge the scanner and select another iConnect Handheld device. If the iConnect Handheld still does not operate and the battery is not low, report the problem to the IntelliDOT System Administrator. 6-8 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Troubleshooting Troubleshooting Quick Reference Chart Problem DOT Reader Light Stays ON Unknown Med Unknown Patient Unknown User Wireless Signal Missing from iConnect Handheld

(Icon Missing) Battery Symbol at Minimum iConnect Handheld Displaying Not Able to Connect on Screen Remedy/How To:

1. Reboot iConnect Handheld via paper clip. 2. 3. Press OK to connect to server. Relogin. If light does not go OFF, replace with new iConnect Handheld and contact IntelliDOT Customer Support for new iConnect Handheld and record iConnect Handheld ID. 1. User on wrong screen. 2. Med is incorrectly entered in iConnect System Manager Formulary. 3. Check with Pharmacy to ensure med is entered correctly. 1. User on wrong screen. Scanned an unexpected bar code, expecting a patient. Patient not in the system. Verify on iConnect System Manager that the patient is in the system. 2. 1. User is incorrectly entered into the iConnect System Manager. 2. Check iConnect System Manager for user. Verify Bar Code is in the system. 3. Rescan badge. 1. Reboot iConnect Handheld by inserting into charging unit. (Do not use paper clip) 2. Check Access point is not working. Walk down nursing unit 3. Check with IS about access point not working. 1. Recharge iConnect Handheld. (Yellow LED flashes when in charger, Green LED flashes when fully charged) 2. Wait until iConnect Handheld is at 90% or better to use. Note: Battery is life is around 6 hours.(Can be less) Server is being rebooted. (Not Likely) 1. 2. Reboot iConnect Handheld. Use Paper Clip. 3. Ask Patti to reconfigure iConnect Handheld. Reconfigure iConnect Handheld using Configuration Report DOTs. Meds showing up late on iConnect Handheld for previous days Unable to Login 1. When were you assigned to Patient?

2. If assigned yesterday, remove assignment and reassign patient to nurse. 1. Wireless signal missing from iConnect Handheld. See above 2. Check RF symbol on iConnect Handheld. 3. Server maybe down. Login again intelliDOT iConnect System User Guide Confidential 6-9 Troubleshooting Problem iDOTs Not Scanning - Negative Tone P/N TP0001-01 Rev. B Remedy/How To:

1. Bad Printer. Reprint reports. 2. Bad camera on iConnect Handheld. Have the nurse tether the Time-out Warning on iConnect Handheld Press OK to Continue 3. 1. iConnect Handheld to see a iDOT being read. Be sure to turn on image to view bad iDOTs. iConnect Handheld may need to be charged. If at 18% or below...charge iConnect Handheld and get new iConnect Handheld. Server not communicating. Wait for 30 seconds and try to login again. Timeout goes back to login state. 2. 3. Connect to iConnect System Manager. If you cant connect, server is down. Server not communicating. Wait for 30 seconds and try to login again. Unable to Connect to iConnect System Manager 1. 2. Connect to iConnect System Manager. If you cant connect, server is down. 3. Reboot server. To Reboot Server......Ask Mike, Phil, Eric. 6-10 Confidential intelliDOT iConnect System User Guide Index P/N TP0001-01 Rev. B A Adding a New Administration event on the On-Line MAR 3-32 Administration History and Audit Report Printing 4-44 Viewing 4-41 Administration Sites Listing 4-62 Printing 4-64 Viewing 4-62 Advance Prepared Items 2-25 Administering Meds for Cases 1-3 2-33 Meds already computer entered by pharmacy requiring a witness 2-28 Meds not yet computer entered by pharmacy 2-35 Meds not yet computer entered by pharmacy with more than one component 2-40 Assigning Patients 3-38 B Bar Coding 1-7 Medication Packages 1-7 Nurse Badges 1-7 Patient Wristbands 1-7 Battery Charging 6-7 Index C Command Dots Listing 4-65 Printing 4-67 Viewing 4-65 Command iDOT Prompt Setup 5-2 Configuration Setup 3-3 Hospital Address Setup 3-3 Printer Setup 3-4 Shift Setup 3-5 Configuring iConnect Handheld 3-39 Correcting or Cancelling Medication Transactions 2-47 Creating Command iDOTs 5-1 D Diagnostics, Troubleshooting, and Safety 6-1 Dose Out of Range 2-23 Dose-Due Reminder and Over-Due Alerts 2-17 Dose-Due Reminders 2-17 Lunch and Break Coverage DOTs 2-21 Omitting Medications Due Times 2-18 Over-Due Med Alerts 2-18 Snooze Feature 2-20 Using Delay Dose 2-20 DOT Keyboard 4-71 intelliDOT iConnect System User Guide Confidential Index-1 Index Printing 4-73 Viewing 4-71 Dot Keyboard 4-71 DOT Organization Setup 3-42 F Formulary Listing Report 4-59 Printing 4-60 Viewing 4-59 Formulary Setup 3-6 Adding and Editing Clinical Warnings 3-6 Adding, Editing, and Deleting Clinical Prompts 3-4, 3-8, 3-13, 3-15, 3-17, 3-19 Clinical Prompts 3-8 Clinical Warnings 3-6 Formulary Configuration 3-10 Formulary Download 3-10 Master Drug Formulary 3-10 G Generating Reports 4-1 I iConnect Handheld Basic Medication Administration 2-10 Basic Medication Administration of a PRN Medication 2-13 Charging 2-3 Conventions 2-4 Features 2-2 Login/Logout 2-5 Medication Administration 2-9 Patient Assignment 2-8 Responding to Prompts for Data During Administration 2-15 Scanning 2-4 Scanning Bar Codes 2-4 Scanning iDOTs 2-5 Using 2-1 Using the Patient Assignment DOT 2-8 iConnect Handheld Configuration Report Printing 4-53 iConnect Server 1-5 Physical Description 1-5 Purpose 1-5 iConnect System Components 1-2 Charging the Device 1-3 Durability 1-4 iConnect Handheld 1-2 Operating the iConnect Handheld 1-3 Physical Description 1-3 Using the iConnect Handheld 1-4 iConnect System Installation 1-6 Definition 1-6 P/N TP0001-01 Rev. B Development and Testing 1-7 Function, Location, and Definition 1-6 Information Components 1-6 Installation Responsibility 1-6, 1-7 Interface Installation 1-6 Purpose 1-6 Wireless Access Point Installation 1-6 iConnect System Manager 1-5 Access / Operation 1-5 Adding Patient Specific Notes 3-34 Administration Specific Notes 3-37 Editing an Administration on the On-Line MAR 3-31 Editing Patient Specific Notes 3-35 Functions 1-5 MAR Notes 3-34 Medication Order Specific Notes 3-36 Patient Specific Notes 3-34 Physical Description 1-5 Using 3-1 iConnect System Manager MAR 3-30 Viewing the MAR 3-30 L Logging into the iConnect DOT Manager 3-2 M Medication Administration DOT Sheet 4-30 Viewing 4-36 Medication Administration Record Printing 4-5, 4-10, 4-16 Viewing 4-2, 4-7, 4-12 Medication Administration Warnings 2-22 Battery Low Warning 2-24 Early or Late Warnings 2-22 Timeout Warnings 2-22 Meds already computer entered by pharmacy 2-26 MicroTerminal Configuration Report 4-51 Multi-Component Items Dispensed by Pharmacy 2-46 N Nurse Medication Worksheet 4-2, 4-18, 4-24, 4-30 Printing 4-22, 4-28, 4-34 Viewing 4-18, 4-24, 4-30 Nursing Unit Setup 3-13 Nursing Workflow Setup 1-9 O Override Reason Listing 4-68 Printing 4-70 Viewing 4-68 Override Reasons Setup 3-41 P Patient Assignment Worksheet 4-58 Index-2 Confidential intelliDOT iConnect System User Guide Index P/N TP0001-01 Rev. B U Unknown Item 2-23 User Setup (Adding and Editing) 3-28 V Viewing your Medication Worksheet Report 4-18, 4-24, 4-30 W Wireless Networking 6-7 Worksheet Reports 5-3 Printing 4-56 Viewing 4-54 Patient Medication Worksheet 4-46 Viewing 4-46 Patient Setup 3-29 Reviewing Meds on the iConnect System Manager 3-

29 Pharmacy System Setup 1-8 Clinical Settings 1-8 Formulary 1-8 Hospital-Specific Policies and Procedures 1-9 System Configuration Process 1-8 Workflow Assessment by IntelliDOT 1-9 Pharmacy Use of the iConnect Handheld 2-49 Drug Item Verification 2-49 Printing your Sig Code Listing Report (CSV) 4-58 R Rebooting the iConnect Handheld 6-4 Reports 3-41 Requesting a Scheduled Med Time Change 2-48 Role Setup 3-21 Suggested Privileges for Charge Nurses Roles 3-24 Suggested Privileges for Director and Nurse Manager Suggested Privileges for Pharmacist Roles 3-26 Suggested Privileges for Pharmacy Technician Roles Suggested Privileges for Ward Clerk/Unit Secretary Roles 3-23 3-27 Roles 3-25 User Roles and Privileges 3-22 S Safety and Maintenance 6-5 iConnect Handheld User Safety Information 6-5 Script Setup 3-41 Seven (7) Day Medication Summary Report 4-46 Printing 4-49 Viewing 4-46 Sig Code Listing Report 4-54 Viewing 4-57 Sig Code Setup 3-15 Site of Administration Setup 3-40 System Overview 1-1 Introduction 1-1 Outline 1-2 T Testing RF with the iConnect Handheld Devices 6-4 Tethering the iConnect Handheld Device 6-2 Troubleshooting 6-8 Troubleshooting Quick Reference Chart 6-9 intelliDOT iConnect System User Guide Confidential Index-3 Index P/N TP0001-01 Rev. B

- Notes -

Index-4 Confidential intelliDOT iConnect System User Guide

P/N TP0001-01 Rev. B Advance Prepared Items Case 3 - Prepared Item with multiple medications that is printed on the Prospective MAR This case describes the handling of a prepared item that is printed on the Prospective MAR. An iDOT will appear on the MAR to the left of the item. To prepare this dose:

1. Scan iDOT next to the medication order to be prepared on the Prospective MAR. In this example, the order is comprised of two medications <med name one> and <med name two>. The following screen will appear showing how many components are expected for scanning. Med Preparation

<0 of 2 Meds Scanned>

Scan Med ED iConnect Handheld screen 2. Scan the med bar codes for each of the ordered meds being prepared. 3. Verify that the correct medication is displayed, then press OK. If the medication does not require entry of the dose amount, proceed to step 6. If entry of the dose amount is required, the following screen will appear:

Multi -Dose Vial

Enter Dose ED iConnect Handheld screen 4. Enter the dose amount for this ingredient using the numbered iDOTs on the Medication Administration DOT sheet. The screen will display your entry Multi -Dose Vial 10 ML Accept OK or Enter Dose ED iConnect Handheld screen 5. If you entered the incorrect dose, scan the Back iDOT on the Medication Administration DOT sheet to back up one space. Scan the # iDOT clear the previous entry and reenter the correct amount. 6. Press the OK button to accept the entry. The following screen will appear:

intelliDOT iConnect System User Guide Confidential 2-31 Advance Prepared Items P/N TP0001-01 Rev. B Med Preparation

<1 of 2 Meds Scanned>

Scan Med or New Order Prep DOT ED iConnect Handheld screen 7. Scan the New Order Prep iDOT on the Medication Administration DOT sheet. 8. Repeat steps 2 - 6 for each medication ingredient. 9. When the process is completed for all ingredient medications, scan the New Order Prep iDOT on the Medication Administration DOT sheet to complete the preparation. The following screen will appear which the iConnect Handheld sends information to the database. Sending Data Please Wait ED iConnect Handheld screen 10. When the following screen appears, the preparation process is complete. 7/09/04 16:36 User: Joe Smith Scan Patient or Command Dot ED iConnect Handheld screen 11. Your preparation is complete. The medication may be taken to the patient for administration. 2-32 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items Case 4 - Administering Medications for Cases 1-3 1. Scan the patient wristband. 2. Scan the appropriate order iDOT on the Prospective MAR. The following screen will appear:

Med Preparation

<0 of 1 Med Scanned>

Scan Med ED iConnect Handheld screen 3. If a clinical prompt appears (i.e., Check Blood Sugar Level), scan the appropriate Number iDOTs. Check Blood Sugar Level Last: <none>

Scan # DOTs ED iConnect Handheld screen 4. Press OK to confirm. The following screen will appear:

Admin Complete Dose: 1 Unit Human insulin-R U100 Units/100Units

(Insulin Human Regular) 1 Unit Confirm OK ED iConnect Handheld screen 5. To complete the transaction, scan your badge. Work Recorded 1 Med Given Push OK ED iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-33 Advance Prepared Items P/N TP0001-01 Rev. B 6. When the following screen appears, the administration process is complete. 7/09/04 16:36 User: Joe Smith Scan Patient or Command Dot ED iConnect Handheld screen 2-34 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items Case 5 - Prepared Item that is NOT yet printed on the Prospective MAR This procedure describes the process of preparing a medication in advance, away from the bedside for medication orders, which are not yet computer entered by the pharmacy (e.g., new or stat medication orders). To prepare this dose:

1. Scan the New Order Prep iDOT on the Medication Administration DOT sheet. Medication Administration Dot Sheet Sites L. UPPER ARM R. LOWER ABD. L. ANTERIOLATERAL THIGH L. DELTIOD MUSCLE L. VENTRO-GLUTEAL MUSCLE L. GLUTEAL-MEDIAL MUSCLE R. ANTERIOLATERAL THIGH R. UPPER ARM L. LOWER ABD. R. DELTOID MUSCLE R. VENTRO-GLUTEAL MUSCLE L. UPPER ABD. R. GLUTEAL-MEDIAL MUSCLE INTRAVENOUS Override Reasons Patient Preference Pt. Declined Pt. Sleeping Pt. Off Unit Pt. Transferred Pt. Discharged IV Discontinued IV Infiltrated IV Patency C/O Pain Increased Pain C/O Nausea Increased Nausea Within Normal Limits VS Warranted Med. Missing Tx. In Progress Hold Medication NPO Per Protocol New Order New Schedule New Route Standing Order Stat Order RX Change Discontinued Abnormal Limits Contraindicated Incompatability Dialysis In Progress Pending Lab Specimen Collection Needed S/W Bug keypad 1 6 0 Extra Dots Cancel All Cover Patients Delay Dose 2 7

Continue Previous 3 8 4 9 Cancel decimal 5

back Omit Next Logout New Order Prep Enter Later Extra Dose The following screen will appear:

New Order Prep

<No Patient DOT Scanned>

Scan Patient DOT screen ED iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-35 Advance Prepared Items P/N TP0001-01 Rev. B 2. Scan the patient iDOT on the Prospective MAR. 7/23/04 TIME PRINTED: 07/23/2004 15:39 DIAGNOSIS:

NOTES:

ALLERGIES: NKA Prospective MAR (by User) NAME: QA, 006 Admit: 7/12/04 000857:

ATORVASTATIN 20 MG TAB (40MG)

(LIPITOR) DOSE: 40 MG PO DAILY AT BEDTIME 000863:

IRBESARTAN 150 MG TAB (300MG)

(AVAPRO) DOSE: 300 MG PO EVERY MORNING 000864:

DILTIAZEM HCL 180 MG CAPCR (180)

(CARDIZEM CD) IN: DILTIAZEM HCL 120 MG CAPCR

(120)

(CARDIZEM CD) DOSE: 300 PO EVERY MORNING 000865:

METFORMIN HCL 500 MG TAB (1000MG)

(GLUCOPHAGE) DOSE: 1000 MG PO WITH BREAKFAST 000866:

METFORMIN HCL 500 MG TAB (500MG)

(GLUCOPHAGE) DOSE: 500 MG PO 12,17 000868:

MAGNESIUM OXIDE 400 MG TAB

(400MG)

(MAG-OX 400) DOSE: 400 MG PO EVERY MORNING 000869:

CLOPIDOGREL BISULFATE 75 MG TAB

(75MG)

(PLAVIX) DOSE: 75 MG PO EVERY MORNING 000870:

METOPROLOL SUCCINATE 50 MG TABCR (100MG)

(TOPROL XL) DOSE: 100 MG PO EVERY MORNING 900862:

CEFTRIAXONE SOD 1 GM INJ (1)

(ROCEPHIN) IN: SODIUM CL 50 ML BAG (50)

(SODIUM CHLORIDE) DOSE: 0 IV GIVE EVERY 12 HOURS Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/20 14:00 23:00-07:00 07:00-15:00 15:00-23:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 21:00 09:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 12:00 17:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 02:00 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 14:00 Nurse Signatures QA, 006 Gender: M DOB: 8/21/20 Acct:

Room: 312 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial SB1 = BROADBENT1,SARAH _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000006 Visit: V000006 DR: JENKINS, WOODY G. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 3 Printed At: 07/23/2004 15:39 Patient iDOT The following screen will appear:

New Order Prep John Smith Scan Patient DOT or OK ED iConnect Handheld screen 2-36 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items 3. Verify that the correct patient name is displayed. If it is not the intended patient, scan the correct patient's iDOT on the Prospective MAR. When the correct patient's name is displayed, press OK. The following screen will appear:

Med Preparation

<0 Meds Scanned>

Scan Med ED iConnect Handheld screen 4. Scan the medication bar code. If the medication does not require entry of the dose amount, proceed to step 8. If entry of the dose amount is required, the following screen will appear:

Med Preparation Normal Saline 100 ML

(100 ML Vial) Scan Med or OK ED iConnect Handheld screen 5. Press the OK button to confirm. The following screen will appear.:

Multi -Dose Vial

<?> ML Enter Dose ED iConnect Handheld screen 6. Enter the dose amount for the medication using the numbered iDOTs on the Medication Administration DOT sheet. The screen will display your entry. Multi-Dose Vial 10 ML Accept OK or Enter Dose ED iConnect Handheld screen 7. Verify that you have entered the correct dose amount. If necessary, use the Backspace iDOT to remove your entry and reenter the dose amount. intelliDOT iConnect System User Guide Confidential 2-37 Advance Prepared Items P/N TP0001-01 Rev. B 8. Press OK button to accept the entry. The following screen will appear:

Med Preparation

<1 Med Scanned>

Scan Med or New Order Prep DOT ED iConnect Handheld screen 9. Scan the New Order Prep iDOT on the Medication Administration DOT sheet to indicate that the last ingredient has been scanned. Medication Administration Dot Sheet Sites L. UPPER ARM R. LOWER ABD. L. ANTERIOLATERAL THIGH L. DELTIOD MUSCLE L. VENTRO-GLUTEAL MUSCLE L. GLUTEAL-MEDIAL MUSCLE R. ANTERIOLATERAL THIGH R. UPPER ARM L. LOWER ABD. R. DELTOID MUSCLE R. VENTRO-GLUTEAL MUSCLE L. UPPER ABD. R. GLUTEAL-MEDIAL MUSCLE INTRAVENOUS Override Reasons Patient Preference Pt. Declined Pt. Sleeping Pt. Off Unit Pt. Transferred Pt. Discharged IV Discontinued IV Infiltrated IV Patency C/O Pain Increased Pain C/O Nausea Increased Nausea Within Normal Limits VS Warranted Med. Missing Tx. In Progress Hold Medication NPO Per Protocol New Order New Schedule New Route Standing Order Stat Order RX Change Discontinued Abnormal Limits Contraindicated Incompatability Dialysis In Progress Pending Lab Specimen Collection Needed S/W Bug keypad 1 6 0 Extra Dots Cancel All Cover Patients Delay Dose 2 7

Continue Previous 3 8 4 9 Cancel decimal 5

back Omit Next Logout New Order Prep Enter Later Extra Dose Printed By: User, Admin Page 1 of 1 Printed At: 04/08/2004 13:42 2-38 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items The following screen appears:

Prep Complete

<1 Med Scanned>

OK ED iConnect Handheld screen 10. Press OK to save the prepared medication transaction data. The following screen will appear while the information is stored:

Sending Data Please Wait ED iConnect Handheld screen 11. When the following screen appears, the preparation process is complete:

7/09/04 16:36 User: Joe Smith Scan Patient or Command Dot ED iConnect Handheld screen 12. When you later scan the patient, the iConnect will display the prepared medication for administration. intelliDOT iConnect System User Guide Confidential 2-39 Advance Prepared Items P/N TP0001-01 Rev. B Case 6 - Prepared Item with multiple medications that is NOT yet printed on the Prospective MAR This case describes the handling of a prepared item that now appears in printed form on the Prospective MAR. To prepare this dose:

1. Scan the New Order Prep iDOT on the Medication Administration DOT Sheet Medication Administration Dot Sheet Sites L. UPPER ARM R. LOWER ABD. L. ANTERIOLATERAL THIGH L. DELTIOD MUSCLE L. VENTRO-GLUTEAL MUSCLE L. GLUTEAL-MEDIAL MUSCLE R. ANTERIOLATERAL THIGH R. UPPER ARM L. LOWER ABD. R. DELTOID MUSCLE R. VENTRO-GLUTEAL MUSCLE L. UPPER ABD. R. GLUTEAL-MEDIAL MUSCLE INTRAVENOUS Override Reasons Patient Preference Pt. Declined Pt. Sleeping Pt. Off Unit Pt. Transferred Pt. Discharged IV Discontinued IV Infiltrated IV Patency C/O Pain Increased Pain C/O Nausea Increased Nausea Within Normal Limits VS Warranted Med. Missing Tx. In Progress Hold Medication NPO Per Protocol New Order New Schedule New Route Standing Order Stat Order RX Change Discontinued Abnormal Limits Contraindicated Incompatability Dialysis In Progress Pending Lab Specimen Collection Needed S/W Bug keypad 1 6 0 Extra Dots Cancel All Cover Patients Delay Dose 2 7

Continue Previous 3 8 4 9 Cancel decimal 5

back Omit Next Logout New Order Prep Enter Later Extra Dose Printed By: User, Admin Page 1 of 1 Printed At: 04/08/2004 13:42 2-40 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items The following screen will appear:

New Order Prep

<No Patient DOT Scanned>

Scan Patient DOT screen ED iConnect Handheld screen 2. Scan the patient iDOT on the Prospective MAR. 7/23/04 TIME PRINTED: 07/23/2004 15:39 DIAGNOSIS:

NOTES:

ALLERGIES: NKA Prospective MAR (by User) NAME: QA, 006 Admit: 7/12/04 000857:

ATORVASTATIN 20 MG TAB (40MG)

(LIPITOR) DOSE: 40 MG PO DAILY AT BEDTIME 000863:

IRBESARTAN 150 MG TAB (300MG)

(AVAPRO) DOSE: 300 MG PO EVERY MORNING 000864:

DILTIAZEM HCL 180 MG CAPCR (180)

(CARDIZEM CD) IN: DILTIAZEM HCL 120 MG CAPCR

(120)

(CARDIZEM CD) DOSE: 300 PO EVERY MORNING 000865:

METFORMIN HCL 500 MG TAB (1000MG)

(GLUCOPHAGE) DOSE: 1000 MG PO WITH BREAKFAST 000866:

METFORMIN HCL 500 MG TAB (500MG)

(GLUCOPHAGE) DOSE: 500 MG PO 12,17 000868:

MAGNESIUM OXIDE 400 MG TAB

(400MG)

(MAG-OX 400) DOSE: 400 MG PO EVERY MORNING 000869:

CLOPIDOGREL BISULFATE 75 MG TAB

(75MG)

(PLAVIX) DOSE: 75 MG PO EVERY MORNING 000870:

METOPROLOL SUCCINATE 50 MG TABCR (100MG)

(TOPROL XL) DOSE: 100 MG PO EVERY MORNING 900862:

CEFTRIAXONE SOD 1 GM INJ (1)

(ROCEPHIN) IN: SODIUM CL 50 ML BAG (50)

(SODIUM CHLORIDE) DOSE: 0 IV GIVE EVERY 12 HOURS Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/12 15:00 Start Stop 07/20 14:00 23:00-07:00 07:00-15:00 15:00-23:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 21:00 09:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 12:00 17:00 10:35 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 02:00 10:36 SB1 OMITTED Reason Omitted : Pt. Sleeping 14:00 Nurse Signatures QA, 006 Gender: M DOB: 8/21/20 Acct:

Room: 312 1 Signature 23:00-07:00 Initial _ _ _ Signature 07:00-15:00 Initial SB1 = BROADBENT1,SARAH _ _ Signature 15:00-23:00 Initial _ _ _ MRN: M90000006 Visit: V000006 DR: JENKINS, WOODY G. Stillwater Medical Center 1323 West 6th Box 2408 Stillwater, OK 74074 Printed By: User, Admin Page 1 of 3 Printed At: 07/23/2004 15:39 Patient iDOT intelliDOT iConnect System User Guide Confidential 2-41 Advance Prepared Items P/N TP0001-01 Rev. B The following screen will appear:

New Order Prep John Smith Scan Patient DOT or OK ED iConnect Handheld screen 3. Verify that the correct patient name is displayed. If it is not the intended patient, scan the correct patient's iDOT on the Prospective MAR. When the correct patient's name is displayed, press OK. Med Preparation

<0 Meds Scanned>

Scan Med ED iConnect Handheld screen 4. Scan the medication bar code. If the medication does not require entry of the dose amount, proceed to step 6. If entry of the dose amount is required, the following screen will appear:

Med Preparation Viaflex Bag Scan Med or OK ED iConnect Handheld screen 5. Press the OK button to accept the entry. The following screen appears:

Med Preparation

<1 Med Scanned>

Scan Med or New Order Prep DOT ED iConnect Handheld screen 6. If there is more than one ingredient medication, repeat steps 4 - 7 for each medication. Otherwise, go on to step 9. 7. Scan the New Order Prep iDOT on the medication Medication Administration DOT sheet.to indicate that the last ingredient has been scanned. 2-42 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items 8. Press the OK button to confirm. The following screen will appear:

Prep Complete

<1 Meds Scanned>

OK ED iConnect Handheld screen 9. Press OK to save the prepared medication transaction data. The following screen will appear while the information is stored:

Sending Data Please Wait ED iConnect Handheld screen 10. When the following screen appears, the preparation process is complete:

7/09/04 16:36 User: Joe Smith Scan Patient or Command Dot ED iConnect Handheld screen 11. When you later scan the patient, iConnect will display the prepared medication for administration. intelliDOT iConnect System User Guide Confidential 2-43 Advance Prepared Items P/N TP0001-01 Rev. B Case 7 - Administering Medications for Cases 4-5 1. Scan the patient wristband. 2. Scan the New Order Prep iDOT on the Medication Administration DOT sheet. Medication Administration Dot Sheet Sites L. UPPER ARM R. LOWER ABD. L. ANTERIOLATERAL THIGH L. DELTIOD MUSCLE L. VENTRO-GLUTEAL MUSCLE L. GLUTEAL-MEDIAL MUSCLE R. ANTERIOLATERAL THIGH R. UPPER ARM L. LOWER ABD. R. DELTOID MUSCLE R. VENTRO-GLUTEAL MUSCLE L. UPPER ABD. R. GLUTEAL-MEDIAL MUSCLE INTRAVENOUS Override Reasons Patient Preference Pt. Declined Pt. Sleeping Pt. Off Unit Pt. Transferred Pt. Discharged IV Discontinued IV Infiltrated IV Patency C/O Pain Increased Pain C/O Nausea Increased Nausea Within Normal Limits VS Warranted Med. Missing Tx. In Progress Hold Medication NPO Per Protocol New Order New Schedule New Route Standing Order Stat Order RX Change Discontinued Abnormal Limits Contraindicated Incompatability Dialysis In Progress Pending Lab Specimen Collection Needed S/W Bug keypad 1 6 0 Extra Dots Cancel All Cover Patients Delay Dose 2 7

Continue Previous 3 8 4 9 Cancel decimal 5

back Omit Next Logout New Order Prep Enter Later Extra Dose Printed By: User, Admin Page 1 of 1 Printed At: 04/08/2004 13:42 The following screen will appear:

New Order Prep John Smith Scan Patient DOT or OK ED iConnect Handheld screen 2-44 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Advance Prepared Items 3. Press OK to confirm. The following screen will appear:

Admin Complete Viaflex Bag/Tobramycin Confirm OK ED iConnect Handheld screen 4. To complete the transaction, scan your badge. The following screen will appear:

7/09/04 16:36 User: Elaine Dawson Scan Patient or Command Dot ED iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-45 Multi-Component Items Dispensed by Pharmacy P/N TP0001-01 Rev. B Multi-Component Items Dispensed by Pharmacy Occasionally, pharmacy may dispense more than one item to satisfy a single order. For example, an order for Warfarin 7.5 mg, may require that a 5 mg tablet and a 2.5 mg tablet be dispensed. The scanning process for these multi-component orders is a follows:

1. Scan the patient wristband. The following screen will appear:

1 Med Due John Smith, Rm: 333 1 Review Meds OK or Scan Med/Badge ED iConnect Handheld screen 2. Scan the first medication bar code. The following screen will appear:

Multi-component Coumadin 5 MG (Warfarin SOD) 5 MG Scan Med or OK ED iConnect Handheld screen 3. Press the OK button to confirm. The following screen will appear:

Multi-component

<1 of 2 scanned>

Scan Med ED iConnect Handheld screen 4. Scan the next component medication bar code:

Multi-component Coumadin 2.5 MG (Warfarin SOD) 2.5 MG Scan Med or OK ED iConnect Handheld screen 2-46 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Correcting or Canceling During Medication Transactions 5. If one or more clinical prompts appear, enter responses by scanning the appropriate iDOTs. Otherwise, proceed to the next step. 6. Press OK button to confirm. The following screen will appear:

Admin Complete Dose: 7 000360: 2 components Confirm OK ED iConnect Handheld screen 7. To complete your transaction, scan your badge. The following screen will appear:

No More Meds Due John Smith, Rm: 333 1 Review Meds OK or Scan Med/Badge ED iConnect Handheld screen Correcting or Canceling During Medication Transactions To correct an entry or cancel a medication transaction, the following options are available:

Back iDOT - To backup a space and remove the last character entered Clear iDOT - To clear the entire data entry field Cancel iDOT - To Cancel the last in-progress medication transaction for the current patient Cancel All iDOT- To Cancel All in-progress medication transactions for the current patient Transaction may also be edited from the iConnect System Manager,. intelliDOT iConnect System User Guide Confidential 2-47 Communicating Directly with Pharmacy using the iConnect Handheld P/N TP0001-01 Rev. B Communicating Directly with Pharmacy using the iConnect Handheld The iConnect System allows the nurse to quickly and easily communicate with the pharmacy. Specific messages are defined by the hospital's iConnect system administrator. An example of a useful application of this feature is to request a change in administration times for a specific medication order. (Having the pharmacy change the dosing times for an order in the Pharmacy Information System is the only way to adjust the iConnect dosing schedule for a medication order.) To allow a message from the nurse to pharmacy to request a time change, an iDOT for the message "Change Med Time" must be created by the system manager. Message iDOTs can appear on Prospectiv MARs. Messages are received on an iConnect printer located in the pharmacy department. The following outlines the steps for sending a Change Med Time request to pharmacy:

1. Scan the Change Med Time iDOT on the Prospective MAR. 2. Enter new scheduled time(s) using the numeric iDOTs on the Medication Administration DOT sheet. 3. Press OK when new time(s) is entered and complete. 4. Scan the Order iDOT on the Prospective MAR for the order time to be changed. 5. Press OK. 2-48 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Pharmacy Inventory Verification Using the iConnect Handheld Pharmacy Inventory Verification Using the iConnect Handheld Once the iConnect medication formulary is complete with one or more valid bar codes for each item in place, Pharmacy needs a method for quickly verifying that a product manufacturer bar code is present in the formulary. This is important to avoid stocking and dispensing of items that are unknown to intelliDOT and therefore cannot be scanned at the time of administration. The iConnect Handheld makes this verification extremely fast and easy for Pharmacy. To determine whether a manufacturer's bar-coded item exists in the iConnect formulary and is ready for use:

1. Print the DOT Keyboard report. Refer to DOT Keyboard on page 4-71. 2. Scan the Verify iDOT on the DOT Keyboard report. The following screen will appear. Verify Item

<no item scanned>

Scan Item or OK ED iConnect Handheld screen If you press OK, you will return to the home screen. 3. Scan the medication's manufacturer bar code. If an item, such as the Hydrochlorothiazide 50 mg Tablet used in this example, has already been entered into the iConnect formulary database, the following screen will appear:

Item Verified Hydrachlorothizide 50 MG Scan Item or OK ED iConnect Handheld screen intelliDOT iConnect System User Guide Confidential 2-49 Pharmacy Inventory Verification Using the iConnect Handheld P/N TP0001-01 Rev. B 4. If the item has NOT yet been entered into the iConnect formulary database, the Unknown Barcode screen will appear and the bar code content will be displayed:

Verify Item Unknown Barcode: 1234567 Scan Item or OK ED iConnect Handheld screen 5. Pharmacy must add this item to the iConnect formulary before dispensing it. 2-50 Confidential intelliDOT iConnect System User Guide Using the iConnect System Manager P/N TP0001-01 Rev. B Chapter 3 Using the iConnect System Manager The iConnect System Manager consists of a client server application. The application is accessed via any PC in the hospital where the client application has been installed. The iConnect System Manager is primarily used by nursing to look up and edit medication data or assign patients to nurses and print reports. Pharmacy has access to the iConnect System Manager for formulary, database and system maintenance and reports. This section provides information on using IntelliDOTs iConnect System Manager including the following information:

Logging into the iConnect System Manager Configuration Setup Formulary Setup Nursing Unit Setup iConnect System Manager MAR Assigning Patients Configuring iConnect Handhelds Site of Administration Setup

(Adding and Editing) Sig Code Setup Role Setup User Setup (Adding and Editing) Patient Setup (Adding and Editing) Override Reasons Setup

(Adding and Editing) Script Setup Reports DOT Organization Setup intelliDOT iConnect System User Guide Confidential 3-1 Logging into the iConnect System Manager P/N TP0001-01 Rev. B Logging into the iConnect System Manager The IntelliDOT DOT Manager shortcut location has been placed on your desktop for all IntelliDOT DOT Managers. Login To login, perform the following:

1. Click on the iConnect System Manager Icon The IntelliDOT DOT Manager Login screen will appear. 2. Enter your Login Name. Your login name must be at least 6 characters 3. Enter your Password. Your password must be between 4 and 10 numeric numbers. 4. Click OK. The IntelliDOT DOT Manager screen will appear. 3-2 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Configuration Setup Configuration Setup The Hospital configuration consists of:

Printer Setup Shift Setup Hospital Address Hospital Address Setup The Hospital Address is setup by your IntelliDOT Application Specialist. To setup the Hospital Address, perform the following:

1. Click Configuration on your IntelliDOT DOT Manager. 2. Click on Address. The Hospital Address screen will appear. Note: The information you enter in these fields will be displayed on your MARs. This Hospital Code can ONLY be entered by an IntelliDOT representative

(Application Specialist) or hospital staff working with IntelliDOT. The code will be greyed out once it has been entered. You will not be able to change it. intelliDOT iConnect System User Guide Confidential 3-3 Configuration Setup P/N TP0001-01 Rev. B Printer Setup The IntelliDOT system allows all printers on your hospital network to work with IntelliDOT. Adding, Editing, and Deleting Printers To add the Printers, perform the following:

1. Click Configuration on your IntelliDOT DOT Manager. The Configuration (Hospital Address screen will appear). 2. Click Printer Setup. The Printer Setup window appears. 3. To add a printer, click New and enter the Friendly Name and Device Name. Note: The Friendly Name is what you will call the printer. The Device Name is the name of the Device the network administrator has assigned to the device. 4. To search for a specific printer, select the drop down box (Friendly Name or Device Name). 5. Enter the printer name and click Search. The specified printer appears and is highlighted. 6. Click Save to save all your information. Note: To edit the Printers, select the printer and edit the fields. To delete the Printers, select the printer, click delete and click OK. You will be prompted to save your information. 3-4 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Configuration Setup Shift Setup Shift Setup is used to enter and store all nurse shift start and end times used in all areas of the hospital. Typically, your system administrator enters all of this information. All shifts schedules worked on all units should be entered. This is not nursing unit specific. To add the Nursing Shifts, perform the following:

1. Click Configuration on your IntelliDOT DOT Manager. 2. Click Shift Setup. The Shift Setup window appears. 3. To add a shift, click New. 4. Enter the Shift Name. 5. Enter the Shift Start and Shift End. Note: The Schedule for the nurses is based on start times of schedules. If your schedule is 12 hours, the shift would start at 7:00am and end at 7:00pm. The new shifts will appear in the top of the window as you have entered them. 6. To search for a specific shift, select the drop down box (Shift Name, Shift Start, or Shift End). 7. Enter the desired information and click Search. The specified shift will appear and is highlighted. 8. Click Save to save all your information. Note: To edit the Shift, select the shift and edit the fields. To delete the shift, select the printer, click delete and click OK. You will be prompted to save your information. intelliDOT iConnect System User Guide Confidential 3-5 Formulary Setup P/N TP0001-01 Rev. B Formulary Setup As part of the iConnect System, the hospital pharmacy electronically transmits the Hospital Formulary to the iConnect server database. The iConnect System maintains a copy of the pharmacy formulary and stores bar code data for all pharmacy formulary line items. Each new item received by pharmacy must be checked to assure it is in the iConnect database. This process is done using the iConnect Handheld in verify mode. Refer to Pharmacy Inventory Verification Using the iConnect Handheld on page 2-49. Items which are not found in the iConnect database must be entered, and bar code information scanned and stored. Items received without bar codes printed on them must be packaged or labeled with a bar code. Each formulary line item must be configured for a variety of clinical settings, parameters and warnings. The following configuration settings are explained. The clinical settings and warning parameters are set for each formulary drug item. Clinical Warnings - Setup by Pharmacy Clinical Prompts - Setup by System Administrator Master Drug File - Setup by Pharmacy and System Administrator (Clinical Prompts) Clinical Warnings Clinical warnings displayed during medication administration are entered here. The pharmacy must set up the clinical warnings prior to assigning them to the formulary items. Warnings must first be entered here. Then they are available to be linked to individual formulary line items. Adding, Editing and Deleting Clinical Warnings 1. To add Clinical Warnings, click New. The Edit Clinical Warnings screen with empty fields will appear. 3-6 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Formulary Setup 2. Enter the clinical warning in line 1 and line 1b. Note: You can enter up to 16 characters each in the line 1 and line 1b (No more than 32 for both). The Clinical Warning will display in the display box to the right of the fields as it will appear on the iConnect Handheld screen. When line 1 reaches 16 characters, additional text is added in line 1b which then appears. Line 1 will alternately flash with line 1b when displayed during med administration. 3. Check Disabled System Wide if you do not want this warning to appear on any iConnect Handheld. The flag enables the hospital to turn warnings on or off without needing to edit every formulary item that those warnings are associated with. When this feature is checked, the warnings will not appear for the displayed medication on the iConnect Handheld. 4. To search for a specific clinical warning, select the drop down box (Line 1, Line B, or Disabled), enter the desired name and click Search. The specified warning will appear and is highlighted. 5. Click Save. The Clinical Warning appears in the Clinical Warning List. Note: To edit the Clinical warning, select the warning and edit the fields. To delete the Clinical warning, select the warning, click delete and click OK. You will be prompted to save your information. intelliDOT iConnect System User Guide Confidential 3-7 Formulary Setup P/N TP0001-01 Rev. B Clinical Prompts Clinical information requests or prompts to be displayed at the time of medication administration must first be entered here. The prompts are then available to be linked to individual formulary line items. Adding, Editing, and Deleting Clinical Prompts 1. To add Clinical Prompts, click New. The Edit Clinical Prompts with empty fields will appear. 2. Enter the MAR label for the clinical prompt. The MAR label, is the actual medication description text that appears on your MAR. For Example: Type Injection Site. Injection site will display as it will appear on the MAR. 3. Enter the clinical prompts in line 1 and line 1b as you would like it to display on the top line of the iConnect Handheld. Note: You can enter up to 16 characters each on line 1 and line 1b (No more than 32 for both). The Clinical Prompt information will display in the Sample Display box to the right of the fields. Line 1 and line1b alternately flash to provide the nurse with the clinical prompt information during med administration. 4. Enter the Instruction or prompt you would like it to display on the bottom line of the iConnect Handheld. 5. Check the Display Last Response box if you want the last response entry to appear on the iConnect Handheld display. For example, The nurse may need to know the last administered injection site

(Lower Upper Arm). The next area may need to be in a different site. 3-8 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Formulary Setup 6. Check the Disable System Wide box if you do not want this warning to appear on any iConnect Handheld. When this feature is checked, this warning will not appear on the iConnect Handheld for any medication system-wide. It is only checked if nursing does not want it displayed on the iConnect Handheld every time the medication is administered. 7. From the drop-down menu, select the applicable Response Category. 8. To search for a Clinical Prompt, select the drop down box (Line 1, Response Category, or Disabled), enter the desired name and click Search. The specified prompt will appear and is highlighted. 9. Click Save. The Clinical Warning appears in the Clinical Warning List. Note: To edit the Clinical Prompt, select the prompt and edit the fields. To delete the Clinical Prompt, select the warning, click delete and click OK. You will be prompted to save your information. intelliDOT iConnect System User Guide Confidential 3-9 Formulary Setup P/N TP0001-01 Rev. B Master Drug File Formulary Download The iConnect Handheld receives master drug file download (delimited ASCII format) from the pharmacy information system. The following fields are typically downloaded (* indicates field is required):

Med Identifier* (MedID or Hospital ID) Volume (numeric) Billing code (*if different form MedID) Volume Unit (*if volume provided) Generic Name*

Reference or Key Brand Name (one) Strength (numeric) Strength Unit (* if strength provided) Dosage Form* (short version preferred (e.g. TAB preferred over TABLET) Dispense Size* (numeric) Dispense Size Unit*

Drug Class*

Formulary Configuration Once the formulary download is complete, configuration is completed as follows:

1. Click on Formulary on your iConnect System Manager. Clinical Warnings, Clinical Prompts, and Master Drug File will appear. 2. Click on Master Drug File. The Formulary screen will appear. 3. From the Formulary Listing, select a med. Note: The hospital pharmacy must always be checking the formulary to make sure the bar code for each medication is correct. Meds without bar codes cannot be administered at the bedside and the pharmacist will need to maintain this information. The iConnect system requires all medications to be barcoded. 4. From the Brand Info section of the Edit Formulary screen, click the Add button. 3-10 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Formulary Setup The Formulary Brand Setup for the medication window appears. 5. Tether the iConnect Handheld. Refer to Tethering the iConnect Handheld on page 6-2. 6. Scan your medication bar code. The bar code information will display in the bar code field. If the Brand Name is not present, enter the Brand Name. 7. 8. Enter the NDC number. Note: The NDC number is not always the same as the bar code number. You may have packaged this medication via your medication packaging system. If so, select Hospital Packed from the drop down menu instead of NDC. If you did hospital package the medication, typically this number is a non-NDC number. 9. Click the OK button to save this information. The following screen references steps 8 through 16. 10. Check the Prepared Item box if this medication requires advance preparation by the nurse prior to administration away from the bedside. Refer to Advance Prepared Items on page 2-25. 11. Check the Preparation Requires Witness box if the medication requires a witness. Refer to Case 2 - Prepared Item that is printed on the Prospective MAR and requiring a witness on page 2-28. 12. Check the Prompt for dose entry box if the dosage form allows the nurse to administer less than the entire contents. 13. Check the Show route warning box if a route warning needs to appear on the iConnect Handheld. Some meds may be given both IM and IV. intelliDOT iConnect System User Guide Confidential 3-11 Formulary Setup P/N TP0001-01 Rev. B Note: Route warning should be used for medications where more than one route of administration is possible. For example, an injectable med may be given IM, SQ or IV. The route warning will display the ordered route at medication administration. If a med has a route warning of Give IV the checked box provides a way the prompt to appear on the iConnect Handheld. 14. Check the Disable Dose Due Reminders box if you do not want the nurse to be reminded when this medication is due. 15. Configure for Clinical Prompts by selecting from entered choices. Note: Clinical Prompts must be added before using this screen. Refer to Clinical Prompts on page 3-8. Clinical Warnings must be added before using this screen. Refer to Clinical Warnings on page 3-6. 16. Click the Add button to add a clinical prompt or clinical warning. A list of prompts appear. 17. Select the prompts and the press the OK button. The clinical warning or clinical prompt appear if for example: a med has a clinical warning of Do Not Crush or a clinical prompt of Check Blood Pressure. This checked box provides a way for the prompt to appear on the iConnect Handheld during medication administration. 18. To remove the prompts, select the prompt and click the Remove button. The prompts will be removed from the Clinical Warning and Prompt windows. 19. Click Save to save all information. If you do not click the save button, you will be prompted to do so after exiting the Master Drug File screen. 3-12 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Nursing Unit Setup Nursing Unit Setup Each nursing unit using the iConnect System must be entered here, along with all room numbers located on the unit. Each nursing unit must be separately entered and configured. The Auto Fill section of the nursing unit is a time saving feature that allows you to automatically enter room numbers within a certain range for that area and add and remove applicable rooms. Adding, Editing, and Deleting Nursing Units To add a new nursing unit, perform the following:

1. Select Nursing Unit. The Nursing Unit screen will appear. 2. Click New and enter a Name for the Nursing Unit. 3. Enter the Reminder Delay %. Note: The delay is the % of the lag time before a med due reminder is shown to the nurse. For instance, if the lag time is 1 hour and the reminder delay % is 50%, then at 30 minutes after the due time the nurse will receive a med due reminder. If the setting is 25%, then at 15 minutes past the due time, the nurse will receive a reminder. If set to 100%, the nurse will never see a Med Due reminder, but will just receive a Med Late reminder after the complete lag time has past. Select the Shift Schedule from your hospital shifts. intelliDOT iConnect System User Guide Confidential 3-13 Nursing Unit Setup P/N TP0001-01 Rev. B 4. To enter Enter the bed or room numbers, click the Auto Fill button. The Room Auto Fill window will appear. 5. Enter the Start Room, End Room and Beds (comma separated) and click OK. Autofill will fill in sequential room numbers entered. If room numbers are not sequential, manual entry must be used. Note: Route warning should be used for medications where more than one route of administration is possible. For example, an injectable med may be given IM, SQ or IV. The route warning will display the ordered route at medication administration. 6. Click Save to save all information. If you do not click the save button, you will be prompted to do so after exiting the iConnect System Manager screen. Note: To edit the Nursing Unit, select the Nursing Unit and edit the fields. To delete the Nursing Unit, select the Nursing Unit, click delete and click OK. You will be prompted to save your information. 3-14 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Sig Code Setup Sig Code Setup A "sig" is the physician's directions for when and how often an ordered med is to be given. Examples of sigs are BID (twice a day), Q4H (every four hours), and PRN (as needed). The "Sig Code" listings must be stored in the iConnect system to be recognized when they are received from the pharmacy system. Each sig code that is used for order entry purposes in the pharmacy information system must be defined in IntelliDOT. Adding, Editing, and Deleting Sig Codes To add sig codes, perform the following:

1. Select Sig Codes. The Sig Codes screen will appear. 2. Click New and enter the name of the sig code. The cursor will appear in the name field. 3. Click in the Display Text field and enter the Display Text information. 4. Check the May Repeat box to set the sig code to repeat the administration. May repeat defines the number of actions that a medication can be administed. After the total number of actions has been met, the order is ended. 5. Check the Every button, enter the desired number (1-7), and select the Day/

Week/Month to set the sig code up for specific Days, Weeks, or Months. 6. Check the Specific days of the week button and check the specific days

(Sun-Sat) to set the sig code up for specific days. 7. Check the Every button, enter the desired number (1-24), and select hour/

minute/second to set the sig code up for specific hours. 8. Check the Use Order Start Time if you want to use the order start time for the medication. intelliDOT iConnect System User Guide Confidential 3-15 Sig Code Setup P/N TP0001-01 Rev. B 9. Select the Discrete Dosing Times button. Note: Discrete dosing times are the standard administration times set by the hospital or nursing for a particular sig code. (example: 1 hour lead, 1 hour lag, and base time of 00:00. 10. Double-click on the applicable Nursing Unit Name. The Custom Time for Nursing Unit window will appear. 11. Enter the Lead, Lag and Base times for the sig code and click OK. Note: You can also select the Customize button located underneath the Discrete Dosing Times window. This will open the Custom Timing for Nursing Unit window. Once the information has been entered, the Nursing Unit Name check box will have a check mark appear. After all your sig code information is entered, the bottom left side of the screen displays what this sig intended (example: Give every hour every day). Note: To edit Sig Codes, select the sig code and edit the fields. To delete the Sig Codes, select the sig code, click delete and click OK. You will be prompted to save your information. 3-16 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Sig Code Setup Adding, Editing, and Deleting a One Time Order A one time order is an order which is only to be administered once. The medication time for a one time order may be specifically assigned (i.e. administer at 08:00), or it may be ordered as a "now" order. "Now" one time orders are expected to be given at the time the order is signed off and therefore may be noted at any time. In addition, a one time order may be written as a pre-op order, in which case, the time will depend on a surgery or procedure schedule. One time orders result in a single event or action and after the one time dose is administered the order is ended. To add a one time order sig code, perform the following:

1. Select Sig Codes. The Sig Codes screen will appear. 2. Click New and enter the name of the sig code. The cursor will appear in the name field. 3. Click in the Display Text field and enter the Display Text information. 4. Check the One Time Order box if an order is only to be administered once. 5. Select the Discrete Dosing Times button. Note: Discrete dosing times are the standard administration times set by the hospital or nursing for a particular sig code. (example: 1 hour lead, 1 hour lag, and base time of 00:00. intelliDOT iConnect System User Guide Confidential 3-17 Sig Code Setup P/N TP0001-01 Rev. B 6. Double-click on the applicable Nursing Unit Name. The Custom Time for Nursing Unit window will appear. 7. Enter the Lead, Lag and Base times for the sig code and click OK. Note: You can also select the Customize button located underneath the Discrete Dosing Times window. This will open the Custom Timing for Nursing Unit window. Once the information has been entered, the Nursing Unit Name check box will have a check mark appear. After all your sig code information is entered, the bottom left side of the screen displays what this sig intended (example: Give every hour every day). Note: To edit Sig Codes, select the sig code and edit the fields. To delete the Sig Codes, select the sig code, click delete and click OK. You will be prompted to save your information. 3-18 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Sig Code Setup Adding, Editing, and Deleting a PRN A PRN order is an order which can be administered on an "as needed" or recurring basis. A PRN order may have timeframes such as "give every 3-4 hours PRN"

which indicates that the patient is not to exceed a dosing schedule of 3 hour intervals. A PRN order might have a end date/time established, which restricts the nurse in administering any doses beyond the end date of the order. A "one time PRN" order enables the nurse to give the medication one time, but not at any specifically timed schedule. After the dose is administerd, the order is ended. To add a PRN sig code, perform the following:

1. Select Sig Codes. The Sig Codes screen will appear. 2. Click New and enter the name of the PRN sig code. The cursor will appear in the name field. 3. Click in the Display Text field and enter the Display Text information. 4. Check the PRN box to administer a medication on an "as needed" or recurring basisis. 5. Check the May Repeat box to set the sig code to repeat the administration. May repeat defines the number of actions that a medication can be administed. After the total number of actions has been met, the order is ended. 6. Check the Every button, enter the desired number (1-7), and select the Day/

Week/Month to set the PRN sig code up for specific Days, Weeks, or Months. 7. Check the Specific days of the week button and check the specific days

(Sun-Sat) to set the PRN sig code up for specific days. 8. Check the Every button, enter the desired number (1-24), and select hour/

minute/second to set the PRN sig code up for specific hours. intelliDOT iConnect System User Guide Confidential 3-19 Sig Code Setup P/N TP0001-01 Rev. B 9. Check the Use Order Start Time if you want to use the order start time for the medication. After all your sig code information is entered, the bottom left side of the screen displays what this sig intended (example: Give every hour every day). Note: To edit Sig Codes, select the sig code and edit the fields. To delete the Sig Codes, select the sig code, click delete and click OK. You will be prompted to save your information. 3-20 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Role Setup Role Setup Role Setup allows the system administrator to identify classes of user and privileges of users in the iConnect system. Roles are created for specific pharmacy and nursing functions. Each role can have different privilege depending on your hospital security levels. The IntelliDOT system gives you the ability to have as many roles as you desire. 1. Select Role Setup. The Role Setup screen will appear. 2. Enter a role name. 3. Enter a set of privileges for each role. Each privilege for a role is different. Depending on your system privileges within the hospital, you may only see certain functions in your iConnect System Manager Tree (left side of screen). Example: the pharmacist will have all privileges, the staff nurse will have viewing privileges. The new privileges that you can use to tailor your users' access to the system are listed below. These are the items that can be assigned to roles:

intelliDOT iConnect System User Guide Confidential 3-21 Role Setup P/N TP0001-01 Rev. B Complete List of User Roles and Privileges Role View Formulary Description View Formulary, no Editing Allowed Manage Formulary View and Edit Formulary Manage Clinical Data View and Edit Clinical Warnings and Prompts Manage Users View and Edit User information (*note: user will only be able to assign roles that the current user is assigned to) View Patient Information View Patient Information, no editing allowed Manage Patient Information View and Edit Patient Information Manage Nursing Units View and Edit Nursing Unit Information Manage Hospital Configuration Manage User Roles Manage SIG Codes View SIG Codes Manage Terminals Tether Terminals View and Edit Hospital configuration (address, shifts, printers) View and Edit User Roles View and Edit SIG Codes View SIG Codes, no editing allowed. View and Reset Micro Terminal devices View and Tether Micro Terminal devices (no reset or remove allowed) View Administration Sites View Administration Sites, no editing allowed Manage Administration Sites View and Edit Administration Sites View Override Reasons View Override Reasons, no editing allowed Manage Override Reasons View and Edit Override Reasons Manage Commands View and Edit Commands Manage Patient Assignment Document/Edit Patient MAR View and Perform patient assignment on the iConnect System Manager. Users with Micro Terminals can still perform patient assignment using the patient assignment report. Enables user to Document/Edit the on-line MAR. Without this privilege, the user can only view the information. User must also have at least View Patient Information for this to have any affect. 3-22 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Role Setup Suggested Privileges for Director/Nurse Manager Roles Role Description View Formulary View Formulary, no Editing Allowed Manage Clinical Data View and Edit Clinical Warnings and Prompts Manage Users View and Edit User information (*note: user will only be able to assign roles that the current user is assigned to) View Patient Information View patient information, no editing allowed Manage Nursing Units View and Edit Nursing Unit Information Manage Hospital Configuration View and Edit Hospital configuration (address, shifts, printers) Manage User Roles View SIG Codes Manage Terminals Tether Terminals View and Edit User Roles View SIG Codes, no editing allowed. View and Reset Micro Terminal devices View and Tether Micro Terminal devices (no reset or remove allowed) Manage Administration Sites View and Edit Administration Sites Manage Override Reasons View and Edit Override Reasons Manage Commands View and Edit Commands Manage Patient Assignment Document/Edit Patient MAR View and Perform patient assignment on the iConnect System Manager. Users with Micro Terminals can still perform patient assignment using the patient assignment report. Enables user to Document/Edit the on-line MAR. Without this privilege, the user can only view the information. User must also have at least View Patient Information for this to have any affect. intelliDOT iConnect System User Guide Confidential 3-23 Role Setup P/N TP0001-01 Rev. B Suggested Privileges for Charge Nurses Roles Role Description View Formulary View Formulary, no Editing Allowed Manage Clinical Data View and Edit Clinical Warnings and Prompts Manage Users View and Edit User information (*note: user will only be able to assign roles that the current user is assigned to) View Patient Information View patient information, no editing allowed Manage Nursing Units View and Edit Nursing Unit Information Manage Hospital Configuration View and Edit Hospital configuration (address, shifts, printers) Manage User Roles View SIG Codes Manage Terminals Tether Terminals View and Edit User Roles View SIG Codes, no editing allowed. View and Reset Micro Terminal devices View and Tether Micro Terminal devices (no reset or remove allowed) View Administration Sites View Administration Sites, no editing allowed View Override Reasons View Override Reasons, no editing allowed Manage Commands View and Edit Commands Manage Patient Assignment Document/Edit Patient MAR View and Perform patient assignment on the iConnect System Manager. Users with Micro Terminals can still perform patient assignment using the patient assignment report. Enables user to Document/Edit the on-line MAR. Without this privilege, the user can only view the information. User must also have at least View Patient Information for this to have any affect. 3-24 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Role Setup Suggested Privileges for Staff Nurses Roles Role Description View Formulary View Formulary, no Editing Allowed View Patient Information View patient information, no editing allowed Manage Hospital Configuration View and Edit Hospital configuration (address, shifts, printers) View SIG Codes Manage Terminals View SIG Codes, no editing allowed. View and Reset Micro Terminal devices View Administration Sites View Administration Sites, no editing allowed View Override Reasons View Override Reasons, no editing allowed Manage Patient Assignment Document/Edit Patient MAR View and Perform patient assignment on the iConnect System Manager. Users with Micro Terminals can still perform patient assignment using the patient assignment report. Enables user to Document/Edit the on-line MAR. Without this privilege, the user can only view the information. User must also have at least View Patient Information for this to have any affect. Suggested Privileges for Ward Clerks/Unit Secretaries Roles Role Description View Formulary View Formulary, no Editing Allowed View Patient Information View patient information, No editing allowed Manage Hospital Configuration View and Edit Hospital configuration (address, shifts, printers) View SIG Codes View SIG Codes, no editing allowed. View Administration Sites View Administration Sites, no editing allowed View Override Reasons View Override Reasons, no editing allowed intelliDOT iConnect System User Guide Confidential 3-25 Role Setup P/N TP0001-01 Rev. B Suggested Privileges for Pharmacists Roles Role View Formulary Manage Formulary Description View Formulary, No Editing Allowed View and Edit Formulary Manage Clinical Data View and Edit Clinical Warnings and Prompts Manage Users View and Edit User information (*note: user will only be able to assign roles that the current user is assigned to) View Patient Information View Patient Information, No editing allowed Manage Patient Information View and Edit Patient Information Manage Nursing Units View and Edit Nursing Unit Information Manage Hospital Configuration View and Edit Hospital configuration (address, shifts, printers) Manage User Roles Manage SIG Codes View SIG Codes Manage Terminals Tether Terminals View and Edit User Roles View and Edit SIG Codes View SIG Codes, No editing allowed. View and Reset Micro Terminal devices View and Tether Micro Terminal devices (no reset or remove allowed) View Administration Sites View Administration Sites, No editing allowed Manage Administration Sites View and Edit Administration Sites View Override Reasons View Override Reasons, No editing allowed Manage Override Reasons View and Edit Override Reasons Manage Commands View and Edit Commands Manage Patient Assignment Document/Edit Patient MAR View and Perform patient assignment on the iConnect System Manager. Users with Micro Terminals can still perform patient assignment using the patient assignment report. Enables user to Document/Edit the on-line MAR. Without this privilege, the user can only view the information. User must also have at least View Patient Information for this to have any affect. 3-26 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Role Setup Suggested Privileges for Pharmacy Technicians Roles Role Description View Formulary View Formulary, No Editing Allowed View Patient Information View Patient Information, No editing allowed Manage Hospital Configuration View and Edit Hospital configuration (address, shifts, printers) View SIG Codes Manage Terminals Tether Terminals View SIG Codes, No editing allowed. View and Reset Micro Terminal devices View and Tether Micro Terminal devices (no reset or remove allowed) View Administration Sites View Administration Sites, No editing allowed View Override Reasons View Override Reasons, No editing allowed Manage Commands View and Edit Commands intelliDOT iConnect System User Guide Confidential 3-27 User Setup (Adding and Editing) P/N TP0001-01 Rev. B User Setup (Adding and Editing) 1. Select Users. The Users screen will appear. 2. Click New. The User/View Edit screen fields appear. 3. Enter the user name information, roles, and nursing units where the user is to have privileges. Select a default printer if desired. 4. Click the Save button. The Users information will display information in the Users area the only after you click the Save button. Note: Roles must be defined before adding users. Refer to Role Setup on page 3-21. 3-28 Confidential intelliDOT iConnect System User Guide P/N TP0001-01 Rev. B Patient Setup (Adding and Editing) Patient Setup (Adding and Editing) The iConnect System Manager patient screen is used primarily for viewing patients. The patient screen is populated by an interface between the hospital ADT system and the iConnect system. If patient information is missing or incorrect, contact your system administrator. You should not have to change any patient information on the screen. The orders are received via an interface with the pharmacys software system and should not need to be changed. Reviewing Medications on the iConnect System Manager 1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Click the View MAR button. The MAR screen will appear providing detailed medication administration. 3. Click the Show My Patients button to view your patients you are caring for intelliDOT iConnect System User Guide Confidential 3-29 iConnect System Manager MAR P/N TP0001-01 Rev. B iConnect System Manager MAR The On-Line MAR is created as nurses administer medications using the iConnect Handheld. By selecting MAR, users may review and edit before, during or after administrations. Users may also add to patients med orders or particular administrations. How to View the MAR 1. After logging into the iConnect System Manager, select Patients. The Patient screen will appear. 2. Select a patient from the patient list. 3. Select the View MAR button. The MAR screen will appear providing detailed medication administration. 3-30 Confidential intelliDOT iConnect System User Guide