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Table of Contents

Web Dashboard: Programs

Programs create better organization of users and patients. Programs can be based on location, specialty, diagnoses, etc. It’s up to the institution to decide how to set up programs.

 

New Admin Roles & Permissions

Role

Description

Institution Admin

This role is replacing the super admin role. The institution admin can request programs, view and manage programs, and manage users. Institution admins can also assign clinicians as program admins and use all other functionality that is enabled for the institution. The institution admin has access to the All Programs, All Users and Program Details screens, which you will see below.

Program Admin

Clinicians can be assigned as a program admin by the institution admin. As a program admin, the clinician can view and manage users within the program. Program admins have access to the Program Details screen for the program they are an admin for. 

Clinicians

All existing clinicians (members) will be migrated to programs automatically. New clinicians can be invited to join the institution via the Program Details screen. Clinicians can use the capabilities that have been enabled for the institution.

Sites

All existing sites will be migrated to programs automatically. New sites can be created by the institution admin and program admins via the Program Details screen. Sites can use the capabilities that have been enabled for the institution. 

 

Program Types

  • Live Stream-Based Program: This program should be used for live streaming use cases. The dashboard screen displays the list of live streams available to the user based on the program they’re viewing.
  • Recording-Based Program: This program should be used for recording use cases. The dashboard screen will display the list of recent recordings that have been taken by users that belong to the program the user is viewing. 

Dashboard/Landing Pages

Live Stream-Based Program Dashboard

The dashboard for the live stream program displays the list of live streams the user can join. In this example, the program is called “Telemedicine,” and this can be found under the Program label in the nav. The user can view the list of live streams for sites or clinicians. The user can use the search to find a specific user, and they can click the star icon to favorite the live streams they join most often.

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Recording-Based Program Dashboard

The dashboard for the recording program displays a list of sites the user has highlighted as a favorite. The second table shows the list of recordings that have been taken within the past 14 days by users in the program. In this example, the program is called “Cardiology Clinic,” and this can be seen under the Program label in the nav.

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Navigate to a different program

If the user belongs to more than one program, they can click the Program button in the navigation. This opens a drop down menu displaying the list of programs the user belongs to and the user can click on any program in the drop down to view.

Patients 

The Patients screen shows the list of patients assigned to the program the user is viewing. By default, the table will be populated by active patients. The user can search by patient name or filter the table to show archived patients, active patients, or all patients for the program. Clicking a row in the table will direct the user to the patient profile.

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Add New Patients

Clicking Create New Patient allows the user to create a new patient profile. The user must enter a first name and last name or MRN to create a new patient. The new patient will automatically be assigned to the program the user is in while creating the patient.

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Patient Profile

The patient profile contains the patient information, such as their MRN and date of birth. The table displays all recordings that have been assigned to the patient. 

Edit a patient profile

Edit the patient information by clicking Edit

Archive Patients

The user can archive a patient if the patient is no longer active in the program by clicking Archive. Any patient can be unarchived by clicking Unarchive on the patient profile screen.

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Recording Details

The Recording Details screen displays a recording (quick record and cardiac exams) so the user can play back the recording or view other details regarding the recording. The patient the recording is assigned to is displayed at the top of the screen. The user that took the recording and the date the recording was taken is visible towards the top of the screen.

 

The user can play back the recording and view the AI findings if applicable. The user can take multiple actions from this screen.

Select Position

Clicking Select Position allows the user to select the position the recording was taken from.

Reassign Patient 

Clicking Reassign Patient allows the user to choose a different patient to assign the recording to.

Notes

Clicking Notes shows notes that have been added to this recording and lets the user add new notes to the recording.

Download

Clicking Download PDF downloads the recording and recording details as a PDF. Clicking Download Audio downloads the recording as a .wav file.

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Unassigned Recordings

The table on the unassigned recording screen shows the user all the recordings they’ve taken that haven’t been assigned to a patient. 

 

*screenshot pending* the unassigned recording screen is going to be in a new section in the nav separate from programs.

Admin Screens

Program Details

This screen provides information about the program. The number of users in the program, the program admins, and the capabilities the users have access to are visible towards the top of the screen. The table can be filtered to display the list of sites or clinicians that belong to the program.

Sites

The table, when filtered to show sites, displays the name and email address of the site. The user can click on the 3 dots on the right side of the table to edit the site, reset the live stream link for the site, or remove the site from the program.

Add a New Site 

Clicking Add New Site allows the user to add a new site and the new site will automatically be added to the program the user is in.

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Clinicians

The table, when filtered to show clinicians, displays the name of the clinician, the status of their account, and the clinician’s email address. The user can click on the 3 dots on the right hand side of the table to edit the clinician’s information, reset the clinician’s live stream link, remove the clinician from the program, or delete the clinician’s account.

 

Assign Program Admins

The institution admin can check the boxes in the Admin column to make the clinician a program admin of this program. 

 

Acknowledge Permissions

The institution admin and program admins can check the box in the Acknowledge column to give the clinician the ability to acknowledge recordings (if recordings and acknowledgements are turned on for the institution). 

 

Add a New Clinician

Clicking Add New Clinician allows the user to invite a new clinician to join the institution. The admin enters the clinician’s name and email address. An invite email is sent to the email address provided and the new clinician is asked to complete setting up their account by creating a new password.

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Edit Program Name

The institution admin will see the Edit button above the table on the right hand side. Clicking this button lets the institution admin edit the name of the program. 

All Programs

The institution admin can view the All Programs screen. This shows the capabilities that have been turned on for the institution at the top of the screen. The table on this screen shows the list of programs that have been created for the institution. The admin can see the name of the program, the date the program was created, the number of clinicians and sites in the program, and the names of the clinicians that have been assigned as a program admin. Clicking a row in this table directs the admin to the Program Details screen. 

Request New Program

If the admin clicks Request New Program, then a request is sent to the Eko team. The Eko team will follow-up with the admin to enable the desired programs.

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All Users

The institution admin can view the All Users screen. The table on this screen shows all the clinicians and sites that belong to the institution. The columns in the table display the name of the user, the type (site or clinician), the user’s email address, the programs they are assigned to, and the date of the user’s last login. The table can be filtered to show all users, users that have been assigned to programs, or users that haven’t been assigned to programs.

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Assign Users to Programs 

If a user hasn’t been assigned to a program, under the Programs column will be an Assign button. The admin can click Assign to assign the user with the necessary programs.

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Manage Programs or Delete Users

The admin can also click the 3 dots on the right-hand side of the table to manage the programs the user is assigned to or to delete the user from the institution.

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LBL338 Rev.A

Date of Issue July 22, 2022

 

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