{"id":17523,"date":"2019-12-04T15:40:12","date_gmt":"2019-12-04T15:40:12","guid":{"rendered":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/?page_id=17523"},"modified":"2021-12-09T09:57:52","modified_gmt":"2021-12-09T09:57:52","slug":"getting-started","status":"publish","type":"page","link":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/getting-started\/","title":{"rendered":"Getting Started"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_empty_space][vc_tta_tabs][vc_tta_section i_icon_fontawesome=&#8221;fas fa-home&#8221; add_icon=&#8221;true&#8221; title=&#8221;Your Dashboard Explained&#8221; tab_id=&#8221;1575470663788-73af3092-a89b&#8221;][vc_empty_space][vc_column_text]<\/p>\n<h2>Your Dashboard Explained<\/h2>\n<p>Your Dashboard is the first screen you see after logging in &#8211; the <strong>Home<\/strong> icon will always take you back to this screen.<\/p>\n<div style=\"width: 1292px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-17523-1\" width=\"1292\" height=\"934\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Your-Dashboard-Explained.mp4?_=1\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Your-Dashboard-Explained.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Your-Dashboard-Explained.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17421&#8243; img_size=&#8221;medium&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]This is your <strong>Worklist<\/strong>, it contains a short list of patients admitted that day &#8211; these may be new or follow ups. You do not need to use this to collect outcomes, it is available for your convenience.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17424&#8243; img_size=&#8221;medium&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The <strong>Tasks <\/strong>button will take you to a list of all the tasks you and your patients have outstanding.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_media_grid element_width=&#8221;6&#8243; grid_id=&#8221;vc_gid:1639043824666-81cc9ed0-d257-4&#8243; include=&#8221;17425,17426&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The plus<span style=\"background-color: transparent;\">\u00a0icon will take you to a page where you can add patients directly to Amplitude. This is in two places on your Dashboard.<\/span>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_media_grid element_width=&#8221;6&#8243; grid_id=&#8221;vc_gid:1639043824670-8492eea5-1cd6-1&#8243; include=&#8221;17432,17435&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The magnifying glass will take you to the <strong>Find Patient<\/strong> screen where you can search for any existing patients. This is in two places on your Dashboard.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17436&#8243; img_size=&#8221;medium&#8221; alignment=&#8221;center&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The list icon will show you a quick overview of your <strong>Worklist<\/strong> for that day.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17442&#8243; img_size=&#8221;medium&#8221; alignment=&#8221;center&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The bar chart icon will take you to <strong>Report Writer<\/strong>. Here you can run pre-defined reports or create your own.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17443&#8243; img_size=&#8221;medium&#8221; alignment=&#8221;center&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The board icon will take you to your <strong>Whiteboards<\/strong>. These are customisable boards to help you manage your patients. You do not need to use these to collect outcomes, it is available for your convenience.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17444&#8243; img_size=&#8221;medium&#8221; alignment=&#8221;center&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The page icon takes you to your <strong>System Notices<\/strong>, here there will be notifications such as information about upcoming site upgrades and downtime.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17445&#8243; img_size=&#8221;medium&#8221; alignment=&#8221;center&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The cog icon takes you to your <strong>Settings<\/strong> which will allow you to customise your Amplitude account.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17446&#8243; img_size=&#8221;medium&#8221; alignment=&#8221;center&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]The question mark directs you to our <strong>Knowledge Base<\/strong> web page where you can find help pages for using Amplitude.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17447&#8243; img_size=&#8221;medium&#8221; alignment=&#8221;center&#8221;][vc_single_image image=&#8221;17448&#8243; alignment=&#8221;center&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]At the top right-hand side, if you are a consultant you will see your name. If you are a delegate you will see your name and in brackets the consultant you are currently delegating for.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fas fa-tachometer-alt&#8221; add_icon=&#8221;true&#8221; title=&#8221;Compliance Report Page&#8221; tab_id=&#8221;1620726128749-062ee611-ef51&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h2>Your Compliance Reports Page<\/h2>\n<p>Your Compliance Reports Page is a snapshot view of your patient compliance for consent, form completion and email addresses &#8211; the <strong>scale<\/strong> icon will always take you back to this screen.<\/p>\n<div style=\"width: 1292px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17523-2\" width=\"1292\" height=\"934\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2021\/05\/Compliance.mp4?_=2\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2021\/05\/Compliance.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2021\/05\/Compliance.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18606&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]This is your <strong>Compliance<\/strong>, it is shown as pie charts that are separated into Has Email Address, Consent to Contact, and Contact Type. Each pie chart is broken down into the respective colour fields listed underneath each pie chart.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18604&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<strong>Filters<\/strong> allow you to see data more specified to your situation.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18612&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]If you require information on how Compliance is calculated you can view this at the bottom half of the screen for more details.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18603&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]The <strong>Users<\/strong> drop down menu will show all available clinicians you delegate for. Clicking on a delegate\u2019s name from the list will display the compliance for that delegate\u2019s patients.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18590&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]The <strong>Charts<\/strong> Button allows you to see the pie charts of the selected data for that user.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18592&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]The <strong>Overdue<\/strong> <strong>Tasks<\/strong> Button shows the selected user\u2019s overdue tasks in latest date order.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18593&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]The <strong>Due Tasks<\/strong> Button shows all currently due tasks for the selected user\u2019s tasks in earliest date order.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-user&#8221; add_icon=&#8221;true&#8221; title=&#8221;How to Add a Delegate&#8221; tab_id=&#8221;1575470663803-13290f43-3a6e&#8221;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Add a Delegate<\/h2>\n<p>Delegates are able to enter and edit patient data on your behalf. They have access to your patient records and can update information under your name. The delegate needs to have their own Amplitude account to be able to do this, if not please contact <a href=\"mailto:customer.support@amplitude-clinical.com\">Amplitude Customer Support<\/a> directly to request a delegate account be set up. Please note: we need written confirmation from the consultant before creating the delegate account.<\/p>\n<div style=\"width: 1276px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17523-3\" width=\"1276\" height=\"942\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Add-a-Delegate.mp4?_=3\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Add-a-Delegate.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Add-a-Delegate.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17463&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]First click the <strong>Settings<\/strong> button.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17464&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the <strong>Delegates<\/strong> Button.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17546&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Start typing the name of the delegate into the search bar and select them from the list. If they do not appear please contact Amplitude Customer Support.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17547&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Your delegate has now been added.<\/p>\n<p>On this screen you can also set an expiry date and delete any delegates.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-file-text&#8221; add_icon=&#8221;true&#8221; title=&#8221;Form Defaults&#8221; tab_id=&#8221;1575470872736-845c0dca-09c4&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Set Up Form Defaults<\/h2>\n<p>Having default forms can save time especially if you often perform the same procedure. If you create a form default you will always have the option to choose a blank form instead, you can also go back and edit the default when required.<\/p>\n<div style=\"width: 1278px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17523-4\" width=\"1278\" height=\"942\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2020\/02\/Setting-a-Form-Default.mp4?_=4\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2020\/02\/Setting-a-Form-Default.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2020\/02\/Setting-a-Form-Default.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17463&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the <strong>Settings<\/strong> button.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17583&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Select the pathway you would like to create a default for.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17584&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Select the form you would like to create a default for.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17585&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click &#8216;<strong>Add a New Default<\/strong>&#8216;.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17586&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Name the default something meaningful to you, then click <strong>Proceed<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17587&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Go through the form and pre-answer each question, these will be the defaults. When you have completed the form click <strong>Save<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17588&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]This form can be edited by clicking the default&#8217;s name and you will always have the option of a blank form instead.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-toggle-on&#8221; add_icon=&#8221;true&#8221; title=&#8221;Choose Your Pathways&#8221; tab_id=&#8221;1575470938525-feb22a2b-d769&#8243;][vc_column_text]<\/p>\n<h2>Choosing Your Pathways<\/h2>\n<p>In order to put your patients on pathways you will first need to turn on the pathways you require. This is a one time setup which may already be done for you in Enterprise systems.<\/p>\n<div style=\"width: 1262px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17523-5\" width=\"1262\" height=\"936\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Choose-your-Pathways.mp4?_=5\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Choose-your-Pathways.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Choose-your-Pathways.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17656&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the <strong>Setting<\/strong> button.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17657&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_empty_space][vc_column_text]Use the drop-down list, search or scroll to find the pathways you require. Turn each pathway on by toggling <strong>OFF<\/strong> to <strong>ON<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p>You have the ability to select one pathway as a <strong>Default<\/strong>. This should be your most commonly used pathway and will appear at the top of the list when setting up a new patient.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-plus-square-o&#8221; add_icon=&#8221;true&#8221; title=&#8221;Custom Lists&#8221; tab_id=&#8221;1575470969352-5297d565-6fef&#8221;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Set up Custom Lists<\/h2>\n<p>To complete procedure forms, <strong>Custom Lists<\/strong> first need to be set up. This is a one time setup which may already be done for you in Enterprise systems.<\/p>\n<div style=\"width: 1286px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17523-6\" width=\"1286\" height=\"936\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Setting-up-Custom-Lists-Video.mp4?_=6\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Setting-up-Custom-Lists-Video.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Setting-up-Custom-Lists-Video.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17659&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the <strong>Settings<\/strong> button.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17660&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the &#8216;<strong>Custom Lists<\/strong>&#8216; button.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17661&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the items you would like to add to your profile, for example Hospital.<\/p>\n<p>In most cases Consultant Surgeon, Hospital and Funders are mandatory procedure form fields.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17662&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Search for the hospital you require and select it from the list.<\/p>\n<p>If the hospital you require does not appear, please contact <a href=\"mailto:customer.support@amplitude-clinical.com\">Amplitude Customer Support<\/a>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17665&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Repeat these steps for each option.<\/p>\n<p>You can remove items by clicking the trash icon.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-exchange&#8221; add_icon=&#8221;true&#8221; title=&#8221;Using the Data Exchange&#8221; tab_id=&#8221;1575990789990-517f0f16-2e34&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h2>How to Use the Data Exchange<\/h2>\n<p>Only for <strong>pathway owners<\/strong> using a<strong> <em>pro one\u2122<\/em><\/strong>\u00a0or <strong>Enterprise<\/strong> system.<\/p>\n<p>You will need to be set up as a user on both the source and destination sites with identical custom lists. These steps will need to be done only by consultants, delegates will not be able to do this.<\/p>\n<div style=\"width: 1264px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17523-7\" width=\"1264\" height=\"828\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Sync-to-a-registry.mp4?_=7\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Sync-to-a-registry.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Sync-to-a-registry.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17981&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click the <strong>Settings<\/strong> cog on your pro one or Enterprise system.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17982&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click <strong>Sync<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17983&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click\u00a0<strong>Authenticate<\/strong>\u00a0for the site you would like to sync to. If you would like to sync to more than one site, please repeat this process for each site.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17984&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]You will then be asked to <strong>agree to the terms<\/strong> of the data exchange.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17985&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Enter your <strong>login<\/strong> <strong>credentials<\/strong> for the destination site.<\/p>\n<p>Click <strong>Log in<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17986&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<strong>Switch on<\/strong> the pathways you would like to sync to that site.<\/p>\n<p>The scheduler will now sync these pathways at the allotted time.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;17987&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]To check your data transfers click <b>Sync History. <\/b>Amplitude recommends checking the list regularly to make sure all data sync\u2019s and patients are sending successfully.<\/p>\n<p>You can choose the site and pathway to see the history of the sync task. Patients that <strong>fail<\/strong> to send appear in the\u00a0<img loading=\"lazy\" class=\"alignnone size-full wp-image-16388\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2017\/04\/unnamed-file.png\" alt=\"!\" width=\"36\" height=\"20\" data-attachment-id=\"16388\" data-permalink=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/amplitude-clinical-knowledge-base\/how-to-use-the-data-exchange\/attachment\/16388\/\" data-orig-file=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2017\/04\/unnamed-file.png\" data-orig-size=\"36,20\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"!\" data-image-description=\"\" data-medium-file=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2017\/04\/unnamed-file.png\" data-large-file=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2017\/04\/unnamed-file.png\" data-lazy-loaded=\"true\" \/>\u00a0column. Click &#8216;<strong>Show Records<\/strong>&#8216; to see who and why they failed to send. If you see an error with the data exchange please contact <a href=\"mailto:customer.support@amplitude-clinical.com\">Amplitude Customer Support<\/a>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][vc_tta_section i_icon_fontawesome=&#8221;fa fa-key&#8221; add_icon=&#8221;true&#8221; title=&#8221;Granting Read Only or Full Access&#8221; tab_id=&#8221;1576150805795-a8459efa-5b02&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h2>Granting Read Only or Full Access<\/h2>\n<p>Users can have Read Only or Full Access to your patients either on a pathway level or for individual patients.<\/p>\n<div style=\"width: 1256px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-17523-8\" width=\"1256\" height=\"948\" poster=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Video-Cover-Image.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Granting-Read-Only-or-Full-Access.mp4?_=8\" \/><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Granting-Read-Only-or-Full-Access.mp4\">https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Granting-Read-Only-or-Full-Access.mp4<\/a><\/video><\/div>\n<p>[\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18093&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<\/p>\n<h4>On a Pathway Level:<\/h4>\n<p>Click the <strong>Settings<\/strong> cog.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18094&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click on the <strong>Pathway<\/strong> required.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18095&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click in either <strong>\u2018Users to Have Read Only Access\u2019 or \u2018Users to Have Full Access\u2019<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18096&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Start typing the users name into the <strong>search<\/strong> bar, click their <strong>name<\/strong> when it appears.<\/p>\n<p><strong>Repeat<\/strong> this for all users you wish to have access.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18097&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]At the bottom of the page click <strong>Save<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18098&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]<\/p>\n<h4><b>On an Individual Patient Level:<\/b><\/h4>\n<p><strong>Find<\/strong> the patient and click on their <strong>pathway<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18099&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click <strong>Pathway Detail<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/4&#8243;][vc_single_image image=&#8221;18100&#8243; img_size=&#8221;large&#8221; onclick=&#8221;link_image&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_column_text]Click in either <strong>\u2018Users to Have Read Only Access\u2019 or \u2018Users to Have Full Access\u2019<\/strong>.<\/p>\n<p>Start typing the users name into the <strong>search<\/strong> bar, click their <strong>name<\/strong> when it appears.<\/p>\n<p>At the bottom of the page click <strong>Save<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator][\/vc_tta_section][\/vc_tta_tabs][vc_column_text]<\/p>\n<h4 style=\"text-align: center;\">Click below to download the help pages in PDF format:<\/h4>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2021\/02\/Your-Dashboard-Explained.pdf\">Your Dashboard Explained<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2021\/12\/Your-Compliance-Reports2.pdf\">Your Compliance Reports Page<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Choosing-Your-Pathways.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Choosing Your Pathways<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Add-a-Delegate.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">How to Add a Delegate<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2021\/02\/Setting-Up-a-Form-Default.pdf\">Setting Up a Form Default<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Set-Up-Custom-Lists.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">How to Set Up Custom Lists<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/How-to-Use-the-Data-Exchange.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">How to Use the Data Exchange<\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-content\/uploads\/2019\/12\/Granting-Read-Only-or-Full-Access.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Granting Read Only or Full Access<\/a><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_empty_space][vc_tta_tabs][vc_tta_section i_icon_fontawesome=&#8221;fas fa-home&#8221; add_icon=&#8221;true&#8221; title=&#8221;Your Dashboard Explained&#8221; tab_id=&#8221;1575470663788-73af3092-a89b&#8221;][vc_empty_space][vc_column_text] Your Dashboard Explained Your Dashboard is the first screen you see after logging in &#8211; the Home icon will always take you back to this screen. [\/vc_column_text][vc_separator][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][vc_single_image image=&#8221;17421&#8243; img_size=&#8221;medium&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text]This is your Worklist, it contains a short list of patients admitted that day &#8211; these may&hellip; <br \/> <a class=\"read-more\" href=\"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/getting-started\/\">Read more<\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"spay_email":""},"_links":{"self":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages\/17523"}],"collection":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/comments?post=17523"}],"version-history":[{"count":67,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages\/17523\/revisions"}],"predecessor-version":[{"id":18584,"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/pages\/17523\/revisions\/18584"}],"wp:attachment":[{"href":"https:\/\/amplitude-clinical.com\/amplitude-clinical-knowledge-base\/wp-json\/wp\/v2\/media?parent=17523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}