Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleFirst Time Accessing RCR System

To access the system you must have been provided with a username

If you have not received this information please contact mortalityreview-enquiries@clarity.co.uk

Once you have received your username go to https://assure-rcr.clarity.co.uk/ and assign a password to your account.

How to assign a password to your account

On the log in page (https://assure-rcr.clarity.co.uk/) click on the Forgot your password link text

Image Removed


Then follow the instructions for Changing Password.

Logging into RCR System

To access the system you must have been provided with a username and password.

If you have not received this information please contact mortalityreview-enquiries@clarity.co.uk

Changing Password


Warningexpand
titleChanging Password (not forgotten password)

Following your initial logging into the system we advise that you change your password.  You can do this via the username menu options

 Click on your username and select the option Manage Password

...

Image Added


This will go to the Manage your account section

Click Change your password

...

Image Added


Password criteria is stated on the top of the page

  • minimum of 7 characters
  • contain lower and upper case
  • contain special character


Expand
titleForgotten

...

Password

If you have forgotten your password you can reset this via the forgotten password on the login page

Enter your email address and you will receive an email with a link to click on.  This will take you to the reset your password page

Image Modified



Select the correct Data

...

At the time of creating your account your access to specific organisation's data is set.

...

Just select the organisation you wish to see the data for and this will determine the data you will then see within the system throughout the system.

...

Access a case

...

record

Firstly select the organisation relevant (see How to Access the correct Data Access section)Once you have selected the relevant organisation from the drop down menu (if you have single organisation access you will only see one option),

There are then two methods to access cases and reviews.

...

you can access case records in the following ways 

Via Search Menu

You can search for a case record by various criteria including patientId or name via the Search option of the main toolbar.

Image Added

This will then open up a blank search form in which you can select your search critieria.

Image Added

Please note:  Using the Consultant, Speciality or Ward field will require knowledge of the relevant code as these fields do not enable a search by name

This will then return all case records matching your search critieria.  Click open to view the case record of the relevant result.


The Home page shows various shortcuts to case records

...

, you can choose to click on the button for cases from a particular site and month or all cases for all sites (as per your access permissions) for a particular month.

Image Added

This will then

...

return all

...

case records

...

Click Open to view that case record.

Image Removed

2. Via Search Menu

If you know the Patient/CaseID or name of the patient record you can use the Search feature on the top toolbar to go directly to that case and reviews

This will show a summary table of all reviews for the organisation but clicking the Search for Case button will allow you to enter the details of the specific case you wish to access

Click Open to view the case record.

Image Removed

Accessing Reviews for a case/patient record

...

PLEASE NOTE:  If you log in is for the Demo system then you will see all of the types of review form produced for various specialities and different version of generic forms, this is show you the capabilities of the system.

...

matching your search critieria.  Click open to view the case record of the relevant result.

Via Search Results Page

After carrying out a search the results will be shown on the Search/Cases page

Image Added

Scroll through the search results to locate the relevant case record and click on the Open button to open the case record.  

If the case record is not listed or you have changed your search criteria you can start a new search by clicking on the Find Case button of the search results page.

Clicking the button will open the search form, this will show with the fields pre-populated using your lase search criteria. 

For example, if you have clicked on the CLA01 January 2018 cases link on the Dashboard the search form will show the organisation field with CLA01 and Batch with January 2018.


Search Results Page

Image Added

After carrying out a search the results will be shown on the Search/Cases page.  Scroll through the search results to locate the relevant case record and click on the Open button to open the case record.  

The Show Applied filters button will show the details of your search criteria.  If the organisation was not part of your search criteria then this will show you all site codes your user account is permitted to access.

The Review Start Date column shows the date on which any review form assigned to the case record was first saved.


Review Forms within a Case Record

Once you have clicked Open for the the relevant case /patient record you will see all the reviews assigned to that case, the status of the review and answers to any specific scoring/grading question.

Use the Review Form information to identify the review form relevant.

Image Removed

...

relevant review form you wish to access.

Image Added

Started

This is the date that the review form was first saved.

Status

A review form status can be one of three stages.  

Not Started - this means that the review form has not had data entered or saved

In Progress - this means that review data has been entered and saved into the review form but further data can still be added

Closed - this means that it is deemed all review data has been entered and no further input is required

Image Added - This indicates that the review form is a priority review

Scores

This is shows the standard scoring questions and the answers selected for them

Action Buttons

View - this will open the review form and show you the answers provided to the review form questions only, you will not be able to edit the information

Edit - this will open the review form and enable the user to complete/edit the answers to the questions

Complete - once the review process has been finished for this case and review it can be closed by clicking the Complete button (it is possible to reopen the review should it be necessary)

...

Some review forms contain several tabs, these can be navigated using either the tab name or the previous/next section buttons at the bottom of each tab.

Image Added

Please note:  Multiple selection lists (the answer fields which show as dark grey fill) - when clicking Select All, the Unanswered option will appear selected until you click save or switch tab, when you go back into the selection list Select All and Unanswered are automatically deselected.

Saving a Review

Each review has a 'save and return to case summary button'.

...

PLEASE NOTE:  During the pilot stage of the project

...

When you make changes to a review form a yellow banner will appear around the form borders.  If a form contains more than one tab when you change tabs auto-saving will be performed. 

In addition to the switching tabs saving, each review has a three save buttons options:-

Save - this will save any changes you have made and remain on the same tab of the review form.

Save and Exit - this will save any changes made and return to the review summary table of the case record

Save and Complete - this will save any changes made, return to the review summary table of the case record and change the status of the form to Complete instead of Not Started/In Progress


Reports

Information on the reports available within the system can be found at Reports