Administration and configuration of SOFI

Training steps

1. Introduction

Presentation of the training plan and training objectives :

  • Interactive training
  • Approximate duration : between 3 and 4 hours

OBJECTIVES :

  • Be able to configure the administrative tables
  • Be able to keep current relevant data related to the administrative aspect

SOFI

2. Login

Selecting the instance

  • Management instance
  • Residence A-B-C
  • Residence Test

SOFI makes it possible to standardize certain information for several residences attached to the same group without having to modify this information in each of the residences. In a SOFI instance with multiple residences, there is always a residence that can be considered as a “Manager” residence. This residence generally does not have residents or employees and only serves to manage the information shared between the residences.

In Residence A-B-C:

  • Connection by assignment (via the carrousel)
  • Connection without assignment (Working shift, Team and User Selection)

Password change :

  • Temporary password assigned by TM
    New Password : Built according to the rules defined by the administrators
  • Question mark \\When working in SOFI, there is a simple way to get help. By clicking on the question mark at the top right, you can access a web page where documents and videos are stored in capsule format. Each of the functions of SOFI is explained there.
  • Navigation and icons
    • Resident List, and its searches
    • Notifications and alerts (see glossary)
    • breadcrumb Fil d'Ariane
    • User preferences
    • Communication book (link with adding a report Inc./Acc.)
    • Help documents
    • Tiles for attached files only
    • Logout button

3. Summary overview of SOFI features

Overview of general and resident modules

  • General modules : Reports, etc.
  • Resident modules : Clinical parameters, etc.

Configuration

4. Configuration of Residence A-B-C

General menu➔Configuration➔System configuration➔Company

  • Company
    • Preferences: Logo, idle time (5 to 1440 min), password management, etc.
    • IP Filter: Configuration of ip and subnet filters
    • Logging: events recorded in SOFI as a result of user actions
    • Managing help: In addition to the help provided by Telemedic, you can add custom help for each SOFI module (tile). This help configuration is located under the “Manage help” access right menu.
    • Security options : Configurations related to password management rules in general or by access group via the “Access group” tile.

A new security option is now available. It allows IP address filter protection on SOFI login pages. This must be configured by TM.

General menu➔Configuration➔System configuration➔Residence

  • Employees
    • Check the list of employees (administrative and nursing staff, kitchen, etc.)
    • Create and deactivate employees
  • Professionals
    • Check the list of professionals (doctor, other external professionals)
    • Create and deactivate professionals.
  • Users
    • Check the list of users
    • Create and deactivate users
  • Pharmacy
    • Adding pharmacies used by residents
  • Establishment
    • Floors, rooms, parking, etc.
    • Labels (fire report)
  • Accommodation type
    • Validation of the types of accommodation offered
    • Update as needed
  • Work shift
    • Add / edit work shift
  • Normal setting for vital signs and others
    • Add / edit settings for V/S and others

General menu➔Configuration➔System configuration➔Dictionary

  • Services
    • Approved the services offered by the establishment (services added to lease)
    • Add / modify services

4.5 Configuration of the management instance

Information shared between residences:

All information shared between residences can be found in the system configuration tile of the “Management” residence.

General menu➔Configuration➔System configuration➔Access right

  1. Access right
    • In the “Access Rights” menu, the menu and right configurations of the various SOFI access groups are shared between all residences.

General menu➔Configuration➔System configuration➔Admission

  1. Admission rules
    • When you do a resident's admission, you have certain documents to complete and tasks to perform. For each type of admission, SOFI proposes a list of tasks to validate that you can activate. These rules can be found in the “Admission” main menu.
  2. Needs assessment
    • The forms: “Care Needs Assessment”, “Recreation Needs Assessment”, “à la carte services”, “SIRTF” and “SI and ADL Data Collection” are shared between the residences. The configuration of these forms is done under the “Needs Assessment” heading under the “Admission” menu.

General menu➔Configuration➔System configuration➔Dictionary

  1. Activity
    • The activity configuration can be found under “Activity” in the “dictionary” main menu.
  2. Responsible
    • The configuration of the departments, functions and specialties can be found under “Responsible” under the “dictionary” main menu.
  3. Resident
    • The configuration of the resident characteristics dictionaries can be found under “Resident” under the “dictionary” menu.
  4. Note templates
    • Nursing notes in SOFI have templates. The configuration of these templates can be found in the “Note Templates” section under the “Dictionary” menu.
  5. Help equipment
    • The list of assistive devices that a resident uses is shared between residences. This list can be found under “help equipment” under the “dictionary” menu.
  6. Safety equipment
    • The list of safety equipment that a resident use is shared between residences. This list can be found under “Safety Equipment” under the “Dictionary” menu.

Start synchronization Once the information is entered into the management residence “, you must start the synchronization so that the information is available for all residences. To do this, go to the “dictionary” menu. Select the “Synchronization” menu and press the button. Subsequently, a message appears to confirm that synchronization is complete.

Tools

5. Continuous training

General menu➔Continuous training

  • LPN, PSW and RN procedures
    • Adding a document
    • Adding a hyperlink

Teams

6. Schedule an assignment

General menu➔Teams➔Schedule and assignment

  • Overview of the functionality (will be seen in more detail during the “Work Plan” training)
  • Check the default work teams (admin) and the other teams if already configured
  • Establish the connection mode of users “with or without assignment”.

7. Working team

General menu➔Teams➔Working team

  • Make the observation of the work teams of the day
  • Selection of teams
  • Change of team member

Others

8. Overview of other tiles

  • Reports and stats
  • Dashboard
  • Certification

9. Utilities

  • Padlock: if locked, allows to stay on the selected menu (resident context only)

Confirm the date of the next training session

To be completed before the next training:

  • Dictionaries of the residence
    • Model creation (floors, bedrooms, parking and storage)
    • Check the imported employee records and adjust if necessary.
    • Create professional files and adjust if necessary.
    • Check user accounts and adjust if necessary.
    • Adding pharmacies used by residents
    • Modification of «shifts» if necessary
    • Adjust vital sign and other thresholds as necessary
  • Schedule and assignment
  • Modify teams and their assignment to rooms as needed for each day (prepare a day and then make a copy if the same schedule is repeated)
  • Addition of breaks and meals for team members (optional)

Management instance

  • Configure the 12 shared information, seen in section 4.5
  • Synchronization of modified dictionaries

GLOSSARY

Warning (vital signs, expired NAM, Bacterium)
Displays on the resident's birthday.
Incident-accident form alert not completed.
Notification of change in resident file. PTI or evaluation
Indicates that the resident wishes Do not attempt CPR.
Indicates the resident is in isolation.

NOTES