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Virtual MedsManager Guide

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KbPort LLC | 412.487.4663 | support@kbport.com 1R0200512-03Virtual MedsManager™ Quick Start GuideWelcomeWelcome to Virtual MedsManager™. This guide will walk through a simple process to explain the methods of operation in Virtual MedsManager™. This document focuses on the processes that learners should follow to complete their tasks, as well as some examples of tasks to complete. The capabilities of Virtual MedsManager™ go beyond what is covered in this guide. Our support staff is always available to cover topics not addressed in this guide.While Virtual MedsManager™ was developed for Windows 10, this software can be used on macOS workstations using virtualization software (like Parallels Desktop® for Mac) or Mac Boot Camp® (dual boot utility built into macOS).Downloading & Installing Virtual MedsManager™Follow the instructions below to download and install Virtual MedsManager™.Following activation of your SimEMR® account, use the credentials you created to login to SimEMR®. Select [LOGIN].Click your username in the top navbar.Click [DOWNLOAD MEDSMANAGER™].1.2.3.

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KbPort LLC | 412.487.4663 | support@kbport.com 2R0200512-03Click [SAVE FILE]. to save "setup.exe".Navigate to your downloads folder, locate "setup.exe" and run it as Administrator. This will initiate the process to install Virtual MedsManager™ on your workstation. Follow the on-screen prompts to complete the installation process.Login to MedsManager™ using the credentials created for your SimEMR® account.4.5.6.

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KbPort LLC | 412.487.4663 | support@kbport.com 3R0200512-03Overview of SystemsThe purpose of Virtual MedsManager™ is to replicate the functionality of software in use with in-practice medication dispensing devices without the need for access to physical dispensing hardware. Virtual MedsManager™ acts as an inventory control system for a virtual medication dispensing device. This virtual device can be congured as any type of medication dispensing cart or cabinet offered by KbPort™. Virtual MedsManager™ is responsible for controlling access to the virtual device’s drawers, as well as maintaining inventory information, patient medication information, and reports of user activity. Virtual MedsManager™ interfaces with either SimEMR® to perform its operations.Login & CongurationVirtual MedsManager™ can be installed on any Windows 10 device by logging in to SimEMR® and clicking on the displayed username in the top menu bar. Clicking the Download MedsManager™ option in the dropdown initiates a download of the installer.After a successful installation and launch of MedsManager™, SimEMR® login credentials can be used to log in to MedsManager™. A conguration page will be displayed to congure the application for the desired virtual dispensing hardware.

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KbPort LLC | 412.487.4663 | support@kbport.com 4R0200512-03Patients PageThis page contains a list of patients, as well as the details of the medication orders for those patients. On the left side of the page is a list of patients, if any are under the care of the current user. For learners, this list is comprised of all patients that are currently assigned to them.Either scanning a patient barcode or clicking a patient’s name from the left hand list will select the patient and bring it’s details up on the right side of the page.After a patient is selected, the patient’s wristband is displayed, and two views for patient context become available: Patient WristbandThe top-most area is the patient wristband. This area contains all of the information you would expect to see on a patient wristband, as well as buttons to print out [8.5x11] or TSC [WRISTBAND] printer wristbands.Tabular Medication ScheduleMedication orders across all Provider’s Orders for the patient display in tables populated with scheduled administrations for yesterday, today, and tomorrow. These tables also include previous administrations that t within those time frames. Each column is a two-hour timespan, and each row is a separate ordered medication. Clicking [ADMINISTER] or double clicking a row will begin the Administration process for the selected medication.Virtual MedsManager™ Quick Start GuideInventory PageBy default, the rst page you will see when you log in is the Inventory Page. This page contains a summary of all of the inventory in the device. The left side of the page is a set of lters and settings to pare down the results on the right side of the page. The table on the right side of the page is a list of inventory stocked in the device. Double clicking a row in the table will bring up details about the selected inventory item.

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KbPort LLC | 412.487.4663 | support@kbport.com 5R0200512-03Virtual MedsManager™ Quick Start GuideProviders’ Orders ListTwo areas are populated for this view: Providers’ OrdersThe middle area is the Providers’ Orders section. This contains a dropdown to select between all provider orders for the selected patient. The text in this list may be truncated for ease of use, but the full text of the order will become available to view in the box below after an order is selected.Ordered MedicationsThe bottom area is the Ordered Medications section. This table is a list of all of the medications associated with the currently selected provider order. Double clicking on a row will bring up an administration record for this medication.Patient WristbandProviders’ OrdersOrdered MedicationsPatient WristbandTabular Medication Schedule

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide6R0200512-03Stock PageThis page contains a representation of the device you are using. This representation can be used to stock the corresponding pocket in your device. If you are using a cabinet, simply select the drawer on left and click the pocket you would like to stock to pull up the stocking interface. If you are using a cart, you will have immediate access to the stocking interface for each pocket. To stock a drug, simply click [ADD STOCK] and ll out the information. This will add the selected drug to stock. To edit existing stock, double click on the row you would like to edit. Selecting the [STORAGE] option will allow the drawer to be stocked without the patient as a context. Selecting [PATIENT] will associate the drawer with a Patient, allowing for administration directly from the Dispense Page. Selecting [ACCESS RESTRICTED] will require entry of a PIN/Password in order to access the pocket in the future. By default, this option is withheld from learners, but it can be enabled by your lab coordinator.Virtual SimCartRx™ Stock Page ViewVirtual SimCabRx™ Stock Page View

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide7R0200512-03Dispense PageThis page contains a representation of the device you are using. This representation can be used to dispense simulated medications from your device. If you are using a cabinet, simply select the drawer on left and click the pocket you would like to dispense from to pull up the dispensing interface. If you are using a cart, you will have immediate access to the dispensing interface for each pocket. If the drawer has been marked as a “Patient” drawer, an [ADMINISTER] button will be available. Clicking this button will allow for administration of medication to the patient. If the drawer has been marked as a “Storage” drawer, a dispensing window will appear, where you can enter the new quantity after dispensing is completed.Virtual SimCartRx™ Dispense Page ViewVirtual SimCabRx™ Dispense Page View

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide8R0200512-03Discrepancy PageThis page is a place to view current and previously reported discrepancies. Double clicking on an active discrepancy will allow you to resolve it.Discrepancies can be reported any time that a pocket can be accessed by clicking the red and white [!] symbol.Recalls PageThis page is where you can create, manage, and view recalls. The left side of this page contains a list of all recalls, and a button to create [NEW] recalls. The right side of the page contains the full text of the selected recall, as well as buttons to [EDIT] and [DELETE] the selected recall. When writing or editing a recall, select a drug from the dropdown at the top to recall, and enter the recall text below. The enabled check box determines if the recall should show up to other users. If a recall is enabled, all users who log in who have not yet seen that recall will see the recall menu option pulsing red. When the recall is read, the pulsing will stop.

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide9R0200512-03Messages PageThis page is where you can create, manage, and view messages. The left side of this page contains a list of all messages, and a button to create [NEW] messages. The right side of the page contains the full text of the selected message, as well as buttons to [EDIT] and [DELETE] the selected message. The enabled check box determines if the message should show up to other users. If a message is enabled, all users who log in who have not yet seen that message will see the Recall menu option pulsing red. When the message is read, the pulsing will stop.Documents PageThis page is where you can create, manage, and view documents. The left side of this page contains a set of lters, and a button to add [NEW] documents. The right side of the page contains a list of all documents that have already been added. Clicking [NEW] will allow you to add a document that can be downloaded and printed from MedsManager™. The enabled check box determines if the document should show up to other users.

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide10R0200512-03Reports PageThis page is where you can view and print reports. The left hand side of the page has a list of available reports, as well as a [PRINT] button and a search bar. Selecting a report will make its contents appear on the right side of the page.Settings PageThis page is where you can adjust congurations for your device. The left hand side of the page has different sections of conguration.AboutThe default section is the About section, which provides opportunities to recongure MedsManager™ as a different virtual device.Barcode ScanningThe Barcode Scanning section allows for the conguration of barcode scanners, as well as conguring when barcode scanning is required.AudioThe Audio section allows for the conguration of virtual device sounds. Audio for the entire application or individual sounds can be enabled and disabled.

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide11R0200512-03A Simple ScenarioThis scenario will quickly walk through the process of stocking and administering a medication to a patient.At the login screen, log in. Select [LOGIN].Navigate to the left-hand menu. Select [STOCK].Select a pocket to stock. Click [ADD STOCK].If audio is enabled in the Settings page, a servo sound will play, indicating the virtual device has opened a stock location.1.2.3.

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide12R0200512-03Select the drug you are stocking. After completing other information, Select [SAVE].The drug is now stocked. Navigate to the left-hand menu and select [PATIENTS].Select the patient you would like to administer the medication to by clicking on the patient name on the left.4.5.6.a.If audio is enabled in the Settings page and the application is congured as a virtual SimCartRx™ Elite, a servo sound will play, indicating the virtual device closed a stock location.

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide13R0200512-03Select the appropriate provider’s order. (Only relevant for 6b.).Simulate a patient wristband scan.7.8.If using the default tabular view (a.), continue to step 8. If preferred, you can swap from a tabular view to a Providers’ Order list (b.), and move on to step 7.b.

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KbPort LLC | 412.487.4663 | support@kbport.comVirtual MedsManager™ Quick Start Guide14R0200512-03Closing RemarksOur support staff and education consultants are more than happy to help ll in the details of specic features, support the education of how to accomplish desired workflows, and assist in any technical questions you may have. Thank you, KbPort™ MedsManager™ TeamSimulate a patient wristband scan.Fill out the administration details. Select [SAVE].9.10.