Protocol Administration
To access the protocol authoring module:
• click on the ‘System Administration’ tab on the side menu (1)
• the ‘Protocol Administration’ tab will slide down (2).
• Click on the tab; this will bring you to the ‘Protocol Administration’ page.
To create a new protocol, you can either:
• click on the ‘Add new protocol’ button (19)
• or if there is already a protocol that is similar to the one you want to create...
Creating a new protocol
To create a new protocol from scratch, go to System Administration, then click Protocol Administration, then click ‘Add new protocol’
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Medication Library
The medication search list in protocol authoring is a TYPEAHEAD list linked to MIMS. Just wait a few seconds to give the search list time to cache on first time use in a session.
The MIMS search is medication 'Begins with...' You can refine the list by choosing a route from the ‘Route’ drop-down list at the top of the page
Make sure you select the right container for your drug and whether it is an infusion or other. PBS listings aid in choosing...
Create Steps (summary page)
Next create your steps of various kinds e.g. Appointments, Medications, Procedures, Diagnostic Tests etc. You can click Add, Add, Add, to get your step list on the page before entering the data.
Always link other steps to an appointment when applicable so that (e.g.) if drugs are administered at an appointment, the medication step always moves with the appointment and can’t be changed separately. If users forget to select ‘recalculate future dates’...
You can now build big repetitive protocols quickly :-) - here is how.
1. Create the detail for a step as per below examples for appointment and medication by clicking on the step name. This will open the fields to enter the visit reason, type, length of appointment, whether a bed/chair is required and whether it should create an appointment in the site's calendar. Other step types work the same way.
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First, create a task type in 'Edit Tasks' which is in the System Administration menu. Instructions for creating a new task type are in another article.
Once a task type has been created it is available for selection when creating a protocol.
· When adding steps to a new protocol, click Add Step, name the step, then under the 'Type' heading, choose "Clinician Task" from the drop-down list.
· The task step can be linked to the relevant appointment step, then moved to the correct...
To make it easier and faster to add more cycle types, there is a copy button which copies a cycle type and is then editable once created. The name of the cycle type should then be changed appropriately and the recommended number of cycles edited.
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Setup the structure of the protocol
When opening the Protocol you need to enter all the elements numbered below.
Check the protocol source, e.g. eviQ, if copying the protocol to retrieve the latest information to enter.
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Creating and Editing the protocol cycle
At the bottom of the EDIT Protocol page you will see located the Protocol Cycle section
A copied protocol will have the cycles listed as seen below
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Once a new or copied and edited protocol has been created, you'll want to review it for accuracy.
To do this, on the View Protocol page for that new protocol, click on the Protocol Preview button in the top right of the screen:
This will open a window to enable you to choose what to preview:
Once you have checked the protocol preview, you...
After checking the protocol for accuracy and preferences, see below to learn how to publish the protocol so it can be allocated to a patient.
Protocol Publishing
To publish a protocol, go to the Protocol Administration page, then click on the icon indicated below, next to the protocol you wish to publish.
- On the publish protocol page, scroll to the bottom. Select the Visit...
