NEW LOOK & FEEL OVERVIEW AND FREQUENTLY ASKED QUESTIONS

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NEW LOOK & FEEL – OVERVIEW AND

FREQUENTLY ASKED QUESTIONS

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Overview

INTRODUCTION

PointClickCare has not introduced significant changes to the User Interface(UI) since it was initially launched in the early 2000’s. At the time, the UI was consistent with other popular web applications that allowed users to easily adopt the PointClickCare

interface.

Consumer web application interfaces have evolved significantly since then and in order to keep with our initial goal of simple and intuitive design, PointClickCare will be

introducing a new look and feel to the application alongside the upcoming application upgrade (version 3.7.6).

GOALS

We established a number of important goals as we embarked on the update of the PointClickCare User Interface initiative, including:

• Minimalimpact to our current customer base by ensuring the changes were both

intuitive, and resulted in little to no loss of functionality

• Ensuring the new User Interface was built consistent with other popular web

applications, making adoption easier by the majority of users who have become familiar with consumer websites like Facebook, Twitter, etc.

• Designing the new User Interface with strict adherence to current web design

principles and standards to ensure compatibility with current browser technology

• Delivering positive changes to users, including

o Freeing up Additional screen workspace for use

o Ensuring layout consistency between different modules of PointClickCare The changes are also an important foundation for future evolution of the application, including establishing a basis for a mobile-friendly Responsive Web Design.

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HIGHLIGHTS OF THE CHANGES

The evolution of the PointClickCare User Interface can be summarized into a small number of overall modifications:

The color scheme has been updated, including consistent application across various add-on modules including Point of Care and eMAR.

Many commonly accessed information items have been moved to the top-right corner of the applications, including:

o User profile

o Facility information

o Search

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The “Gold Bar“ menu has been removed / reoriented to a horizontal drop-down menu consistent across the entire application. The menus are organized functionally (Admin, Clinical, etc.).

Optimized / organized menu items enable more direct access to frequently used

functionality. Within each menu, individual items are organized into People and Actions groupings.

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ADDITIONAL RESOURCES

For more information on the new User Interface, additional resources have been prepared:

• Guided Tour of the New PointClickCare Look & Feel

(Webcast ,32 min) http://bit.ly/NEW_UI

• Overview of the New PointClickCare Look & Feel

(Video, 9 min)

https://player.vimeo.com/video/118196467

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Frequently Asked Questions

General Questions 1) My PointClickCare looks different, what happened?

• We have updated our layout in order to stay consistent to

current design standards, optimize our menus to enable direct access to frequently-used functions, and increase workspace for our users.

2) Do I need to download any additional software or hardware requirements for this to work?

• No, additional hardware or add-ons are required.

3) What has changed functionality-wise?

• There have been no changes to functionality, only navigation,

and layout has changed. 4) Can the colors

in the new UI be changed?

• These are PointClickCare’s logo colours and cannot be

changed. 5) Is this new UI

optional or can we revert back?

• This change is effective across all customer databases as we

continue to improve our application for our clients. 6) Are there any

additional benefits to this?

• This layout update will allow for easier compatibility with

browsers and will allow for faster content rendering speed (Internet Explorer). It also allows for greater consistency of viewing PointClickCare on different screen sizes

(resolutions). 7) My POC/eMAR

looks different, has anything changed?

• There have been no changes to POC/eMAR aside from the

updated color scheme. 8) Will the hover

option will be supported on an iDEVICE

• For touch devices, users need to click the tab to open the

menu and then click on the item in the menu to go to that section

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Communications / Education Questions 1) How is PointClickCare educating customers on the change? Is there any documentation on the New UI?

The following resources have been / are being developed to support customers transition to the new PointClickCare UI:

Standard release-related training materials, including:

• Preliminary Major Release Newsletters describing enhancements

posted via home page announcements 3 weeks prior to upload

• Registration links to the Release Webinars posted via home page

announcements and held 1 week prior to upload

• Final Newsletters with embedded videos posted via home page

announcements 2 weeks prior to upload

Dedicated UI-related training and education materials, including:

• A live / recorded “Guided Tour of the New PointClickCare User

Interface” webcast. Notifications were sent via email and home page announcements throughout January.

• A short, self-guided introductory “click-through”available via a

home page announcement and “banner / pop-up” notifications upon login to the PointClickCare Application. Available early February.

• An in depth video with more detailed instructions on how the UI

has evolved available via a home page announcement and linked to via the short self-guided click-thru. Available early February

• A “Preview” environment is being prepared (US and CDN

environments) for users to be able to get familiar with the new UI prior to it’s availability. Available mid-February.

2) How as a

customer do I prepare?

Ensure there is broad awareness of the change within your

community of users. Communicate that the changes are “look & feel”, and include only minor navigation changes. No workflow or process changes have been made in relation to the new UI.

Ensure users view all UI related material we provide. If you have custom made training material, we suggest removing screen captures and review any procedures that focus on specific navigational

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3) Will existing training material be updated to reflect the changing User Interface?

All new materials being produced for the 3.7.6 release will reflect the new UI.

PCC Help Files will be updated with the new UI and launched in a role-based format. All SmartPath eCourses (videos, quick reference guides, case studies, retention quizzes) will be updated as of mid-March.

All other material in CRC will be reviewed and prioritized for updates on a best-efforts basis.

4) How do I browse the new UI today?

US and Cdn Preview environments will be enabled for all customers by Mid-February. 5) Is PCC offering training specifically for this change?

All training on the new User Interface will be self-directed. See Question 1) for more details about the materials being prepared.

6) How do I access the Customer Resource Center in the New UI?

Click your username in the top right hand corner and click Resources Center/Support link

7) Is the New UI the same for Skilled Nursing facilities as it is for Senior Living facilities?

The UI changes are for all PCC users. This includes senior living facilities like ALF and ILF, as well as SNF facilities.

Some labels and functionality in the app are "facility type" specific - e.g. for a Skilled Nursing Facility they will see a "Clinical" menu in the same place a Senior Living facility sees a "Care Services" menu.

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Where Do I Find This Now?

1) Where is the Resource Center located now?

• Click the drop down option under your User’s Name and

select Resource Center / Support hyperlink.

• It can also be found in the bottom right corner by clicking on

the Customer Support hyperlink under Privacy Policy in the grey area. 2) Where can I find the Helpdesk’s Toll Free Number?

• Click the drop down option under the User’s Name and select

Resource Center / Support hyperlink.

• It can also be found in the bottom right corner by clicking on

the Customer Support hyperlink under Privacy Policy in the grey area.

3) Where is

Help? • In the upper corner of the screen you should see your username (between sign-off and the facility name).

• Click on your username and select Help.

4) Where is my Logout button located?

• You will find the Sign Off link in the upper right corner of your

screen. There have been no changes to this function aside from the name change.

5) Where can I go to edit my profile?

• In the upper right corner of the screen you will see your

username (between Sign-Off and the facility name).

• Click on your Username and select Edit Profile.

6) How can I switch between facilities in a multi-facility environment?

• In the upper right corner of the screen, you will see the name

of the facility you are currently working in (it will be beside your Username).

• Click the Facility Name and a list of facilities will appear if you

have security access to more than one facility.

• Select the required facility.

7) Where is the Management Console (EMC)?

• In the upper right corner of the screen, you should see the

name of the facility you are currently working in (it would be beside your username).

• Click the Facility Name and a list of facilities will appear if you

have security access to more than one facility.

• In the upper right corner of the menu, select the Management

Console button. 8) Where are my

Home Tab Announcemen ts?

• Hover over the Home tab to see a link to announcements.

9) Where is my

Gold Bar? • The gold bar menu has been removed and the menu has _{been reoriented to a horizontal menu. This is similar to all web} apps and sites we use today, and it has increased screen space for our users.

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10) How do I search by XYZ (First Name, Last Name, Resident #) now?

• Please see the new Search field in the upper right corner

beside the Go button.

• You can also search in a single facility or multiple facilities by

clicking on the Facility icon (House icon) to the left of the Search field.

• The small house icon signifies that you are searching within

the current facility only. To search all facilities, click on the house > click all facilities (multiple Houses icon).

• You no longer have to select which type of search you need.

You only have to type your details in and the system will recognize the field you’re requesting.

11) How can I get to the

Clinical/Admin Dashboard?

• Hover your mouse over the Home Menu > choose your

dashboard. 12) Where can I

find Setup? • Hover over the different tabs such as Admin, Clinical, GL/AP, _{QIA, IRM, etc.}

• Look under Other > Setup.

Admin Menu: Where Do I Find This Now?

1) Where is

QuickADT? • Hover over Admin > Actions > QuickADT 2) Where are my

Residents? • Hover over Admin > People > Residents 3) Where can I

find the Billing module?

• Hover over Admin > Financial Management > Billing

4) Where can I find the Collections module?

• Hover over Admin > Financial Management > Collections

5) Where can I find the Trust module?

• Hover over Admin > Financial Management > Trust

6) Where are my Billing

Reports?

• Hover over Admin > Other > Reports

7) Where is

Admin Setup? • Hover over Admin > Other > Setup 8) What is

Manage Users?

• This is a shortcut to the security users function instead of

having to go through setup 9) At EMC level,

where is the Admin Setup?

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Clinical Menu: Where Do I Find This Now?

1) Where can I find my MDS Portal?

• Hover over Clinical > Care Management > MDS

2) Where is

POC/eMAR? • Either hover over the Home tab > Modules or you can hover over Clinical > Modules 3) Where are my

Clinical Reports?

• Hover over Clinical > Other > Reports

4) At EMC level, where is the Clinical Setup?

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Technical Questions 1) Is PCC confident performance will be maintained once we convert to the new UI?

Like all of our major releases, we are running full regression testing including various performance tests on the impact of the new UI.

2) Will the new UI display on the kiosks without any issues ?

The changes for both POC and eMar are essentially in color only. We expect them to behave the same for existing kiosks and

laptops used to access these modules.

3) Are there officially

approved list of browsers on which the new GUI will work?

The new UI will work on all of our supported platforms and browsers.

This currently includes Internet Explorer 9,10,11 and the latest versions of Google Chrome, Mozilla Firefox, Apple Safari on Windows PCs and Mac OSX.

4) Will Meadco scripts still be required? Does new interface affect Meadco requirements?

MeadCo is still required for printing of legacy HTML reports in the app (from Internet Explorer).

5) Do Internet Explorer users need to continue to set browsers into “Compatibility Mode”?

Yes. While we continue to work towards this not being a

requirement, Internet Explorer users must still have their browsers set to Compatibility Mode as before.

NEW LOOK & FEEL OVERVIEW AND FREQUENTLY ASKED QUESTIONS