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FS: Explore the system

Feel welcome to use these details and activity design comments as a starting point to enhance Explore the system for your learners or training sessions.

  • 🎓 Role: New User
  • 📚 Category: Fundamentals
  • ⏱ Length: 5 to 15 minutes
  • ⚡️ Summary: Learn how to navigate the system and find help articles to learn new skills.
  • 🧑‍🏫 Instructional-Design Objective: Learners will be able to log in, open a patient record, navigate back to their provider dashboard, find knowledge base articles, and send a collaboration.
  • 🗺 Includes: Activities, support materials, facilitator summary, and next steps.

Configuration​

Environment configuration needed to support this training.

  • 🔐 Permissions: Manage Patients, Collaborations
  • 🖼 Panel Views: Default
  • 🧪 Sample Data: Simple patient records to find and review
  • ⚙️ Practice Settings: Clinic Management

Facilitation materials​

Links to facilitation materials if you want to lead training on this topic.

  • Activity Handout PDF Learners can keep track of their progress, focus on the activities, and record questions or interesting points for future reference.
  • Demonstration Facilitator's Guide Not included. Videos, articles, and a quick reference guide listed in module.

Introduction: Navigate a new workspace​

The "Explore the system" module is intended for people learning how to use ICE Health Systems for the first time.

It provides an opportunity to safely explore so that learners can feel comfortable navigating the system and using the Help site to learn new skills.

Activity 1: Exploration time​

A short exercise to get learners comfortable exploring the different menu options and becoming familiar with the layout of the system. This section can be customized with contextual examples of how your learners will be interacting with the menus.

For example, it may be more helpful to think of the Practice level as an overview of an organization for some people, and as an overview of just a clinic or clinic group for others. Some learners may "live" in the provider dashboard more than others if their job-specific information will be brought to them through panels and reports.

Task 1: Log in​

  1. Log in to your server

Tip Potential customization here depending on how your organization has setup authentication.

  1. Confirm your username and password

Tip Applicable to single sign-on too.

Task 2: Explore​

  1. Explore the menus at the top of the screen and try to figure out the differences between the top menu and the sub-menus

Tip The differences are mostly:

  • How different features are grouped together
  • Patient menus are specific to one patient record
  • Provider menus are specific to the user
  • There are dashboards for each of the 3 primary top menus

Goal Learners don't need to come up with an exact list of differences but should feel comfortable moving back and forth, looking for features, seeing how the system reacts, etc.

Task 3: View Patient​

  1. If you haven't already, find and open a patient record

Tip Learners are sometimes frustrated by the "Search for a Patient" alert in the bottom-right corner when you select the Patient menu.

  1. Confirm whether or not they have an address and phone number recorded

Goal Learners explore the patient specific menus as well.

Tip Patient Management should be available to anyone that can load a patient record. This way you don't have to worry about special permissions to launch imaging/charting/financials etc.

Activity 2: Learn on the run​

This activity brings together the basics from the initial exploration and asks learners to stretch a bit to find support material and learn a new skill on their own.

They should feel comfortable doing this because it is likely they will need to once they're using ICE regularly and the official training ends. The support materials may help them in future training sessions too.

Task 4: Find Help​

  1. Figure out how to launch the Help site inside the system

Tip This may not have come up yet. However, the "ICE Help" link is in the question mark icon in the menu bar and it is mentioned in the Workspace Tour Quick Reference.

  1. Find an article in the help site about how to send a message to other people inside the system

Tip Searches for "send a message to other people" will show Collaboration results.

Possible Challenge Learners may struggle with whether the "provider" and "collaboration" terminology is relevant to sending messages. It may be difficult to rely on the page tree to find "Collaborations Overview".

  1. Send a message to a colleague telling them that you're learning how to use the system. Hopefully they're available to respond!

Possible Challenge Use of the term provider, confusion caused by the patient field when you create a collaboration.

Reflection: The learning explorer​

How can you incorporate the ICE Help site into your daily work?

Have learners consider:

  • How quick it is to open and search the help at any time.
  • How many different topics are covered.
  • Actual situations where they may need a "refresher".
    • After a vacation - using a feature they don't use every day - helping a colleague - wanting to learn more on their own.
  • How they now/already have experience using it to learn a skill on their own.

What questions do you have about navigating ICE and accessing help?

Can be discussed or saved for the next training session.

Record these questions. Consider how the training could be improved to address common questions.