Aetonix Dashboard Guide for Managers

How to use your Aetonix Dashboards to manage patients care

• Creation / Token
• Patients 

This article also discusses:

• Requesting a Kit for aTouchAway / Simplified Users via the patient page
• Adding members directly to the circle of care

• Creating and Using Permission Presets

• Viewing Health Results

Creation / Token Page

Adding a Patient

Making a patient inactive on the Dashboards (Discharging a patient)

In Dashboards under User Management, click Creation/Token.

Locate the patient to deactivate and click the Edit button. 
 
Click the box under User active state.  Select User is not active from the dropdown list. 

In the Inactive Warning pop-up window, check the boxes next to Remove Managers, Remove Contacts (recommended), and Stop Workflows.  Clicking Remove Managers automatically checks Stop Workflows. Click Deactivate.

 

If you would like to maintain the data in the patient’s account for historical/reporting purposes, do not remove managers. The account will still be inactive, but the manager(s) will be able to access the patient's data from the aTouchAway app. If you remove the managers, staff members who have the ability to log in to Dashboards will be able to re-activate the user and re-assign themselves as a manager to view the file at any time. 

The names of inactive patients will be red on the Creation / Token page and will only have the icons applicable to inactive users to the right of their names.

Deleting a patient account 

Patients Page

Adding a New User

Add a new user by clicking on the + Add Patient button in the top right corner of the page.

Enter the user's information in the Create New User window.  

Click Create New User at the bottom of the form.

Assigning User Type

As you are creating a new user, or by editing a current user, select the user type from the dropdown menu in the Personal Info section of the Create New User window or in the Edit User Info window accessible through the 3-dot menu to the right of the user's name.

Adding User to a Patient Group

If you are creating a new user, or editing a current user, you can add the user to one or more Patient Groups in the Health Info section of the Create New User window or the Edit User Info window accessible through the 3-dot menu to the right of the user's name.

Adding a Pinned Note

If you are creating a new user, or editing a current user, you can add non-clinical details to the patient's record by entering text in the Pinned Note text box. 

Requesting a Kit for aTouchAway / Simplified Users

For those patients who have been given User Type: aTouchAway / Simplified, a kit that includes a tablet and biometric devices will need to be requested.  To request a kit, click on the 3-dot menu to the right of the patient's name.  Click on Request Kit.

Choose the appropriate kit from the list.  Each kit has a description that includes a list of the included devices.  The description also includes sizing for the blood pressure cuff, if applicable. 

Complete filling out the form on the Request Kit window.  Add any additional notes as needed to the bottom of the form.  Click Submit.  You will be able to check the state of the requested kit on the Patients page under Kit State.

Deleting a patient account 

To delete a patient, click on the 3-dot menu to the right of the patient's name.  Click on Remove Patient.

A confirmation window will open.  Follow the instructions to permanently delete the user.  Otherwise, click Cancel.

 

Please note that after clicking OK, the data will be deleted permanently. 

Adding members directly to the circle of care

To add a member directly to a patient's circle of care, click Managers under User Management.

 

Select the patient you want to modify or add members to their circle of care. You can use the search bar to search by name, patient number or health card number. Click Add.

 

Search for the care team member that you want to add.  You can also add preset permissions at this point if you choose.  Instructions for creating preset permissions can be found below. Click Add Chosen Managers.

 

Once the care team member has been added, you can select the permissions they will have by clicking on the notepad icon to edit.

Set the desired permissions. Click SET ALL PERMISSIONS to give all permissions for a full section. To set individual permissions, toggle check boxes On / Off or choose from a dropdown menu for each option. Click Submit. 

 

Your member is now added to the circle of care with proper permissions. You can always change the permission at a later time by repeating the above steps. 

 

Please note that the above can also be accomplished through the aTouchAway mobile/desktop app.

Creating and Using Permission Presets

Permission Presets are a helpful functionality that enables an administrator to add multiple managers to a patient's circle of care without the need to select permissions for each individual. 

To create a Permission Presets in the Aetonix Dashboards, click Managers under User Management.

Click the gear icon in the top-right corner. 

On the Permissions pop-up window, click the Preset Permissions tab.

 

Previously created presets will be listed in the window.  To edit or delete a previously created preset, click Edit or Delete to the right of the preset name.

To create a new permission preset, click +New Preset.

Enter a name for the Preset. It is recommended to use a name that can help the administrator know at first glance what the preset includes.  Select the permissions to be saved in the preset. This includes the "Aetonix Permissions" and the "Form Permissions" if available.

Click Save. The Permissions window will show the new preset with options to Edit or Delete.