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User Profile - Capacity IQ®
William Pelino avatar
Written by William Pelino
Updated over 6 months ago

Responsibility + Scope

  • Clients will be responsible for creating and maintaining all areas within a users profile.

  • TeleTracking Client Support is unable to make any changes in a users profile.

    • Teletracking Client Support can answer questions, and help provide guidance on areas that could be updated to help resolve an issue.

Profile Tab

Row 1

  • User login ID

    • Can be alpha numeric

  • Login Type

    • MSAD

    • Standard

  • Password

    • Reset

    • Resetting Passwords

  • IVR ID

    • Must be numeric

  • PIN

    • Only needed if certain features are used.

  • PreAdmitTracking Default Console View

    • Console a variable user will load if the unit/cluster doesn’t have a default console

  • PatientTracking Portal Default Console View

    • Console a variable user will load if the unit/cluster doesn’t have a default console

  • Alias

    • Alias to be displayed in Portal

  • Default View Group

    • Console a variable user will load if the unit/cluster or user doesn’t have a default console

  • Vocera User ID

    • Associate User ID with the Vocera system


Row 2

  • Last name

  • Home Telephone

  • Work Telephone

  • Cell

  • Email


Row 3

  • First name

  • ADTID

  • Device Method

    • Select…

      • No device

    • Fixed

      • Device is assigned

    • Variable

      • Must select device when logging in via IVR

  • Device IVR ID

    • Only available if Device Method is Fixed

    • If Device has * in front of the IVR ID, it is assigned to another user. Can be assigned to you anyway.

  • Membership Type

    • All

      • Only a membership of All can assign another user the membership of ALL

    • Variable

      • Prompted to select membership upon logging in

    • Fixed

      • Membership is assigned

  • Base Unit

    • Affects things such as the user’s access to data on reports

  • Base Location

    • Used for base location for a transporter or a transport job requester


Row 4

  • User abbr.

  • Language

    • English (United States)

    • English (United Kingdom)

    • Spanish

  • Role

    • Enter the role from the Roles Tab

  • Staff Type

  • Title

  • Level

    • Level 1-5

    • Used to determine the different levels of management for alerts

  • Employee Category

    • Used as a reporting filter

  • Post dispatch paging

    • Used to receive the transport job details on alpha pager


Membership & Assignment

  • Membership

  • Units/Clusters in membership

    • Displays the following:

      • Enterprise

      • Campus

      • Unit

      • Cluster

  • Admin rights

    • If this is not enabled, the users will see the options in the Admin Tool but all of the screens will be blank


Tr Assignment

  • Select…

    • No assignment

  • All

    • When users have an assignment of All, they are not assigned to a specific zone or section and can be dispatched to jobs in any zone or section of the campus when they are logged in to the Interactive Voice Response (IVR) system.

  • Fixed

    • They are automatically designated to be dispatched to jobs that are in a specific zone

  • Fixed and Exclusive

    • They are automatically designated to do transport jobs that are going out of or coming in to specific zones or sections

  • NONE

    • No assignment but NONE is still linked to the campus

  • Variable

    • When users have variable assignments, they must indicate specific sections and zones when they log in to the Interactive Voice Response (IVR) system in the Capacity Management Suite™ system each day


BedTracking Assignment

  • Select…

    • No assignment

  • All

    • When users have an assignment of All, they are not assigned to a specific zone or section and can be dispatched to jobs in any zone or section of the campus when they are logged in to the Interactive Voice Response (IVR) system.

  • Fixed

    • They are automatically designated to be dispatched to jobs that are in a specific zone

  • NONE

    • No assignment but NONE is still linked to the campus

  • Variable

    • When users have variable assignments, they must indicate specific sections and zones when they log in to the Interactive Voice Response (IVR) system in the Capacity Management Suite™ system each day.


User Notifications Tab

Notification Groups

  • Notifications vs. Alerts

    • Notifications are triggered based on an action

    • Alerts are triggered based off of time

  • Notifications can be delivered in one of the three methods:

    • Paging Device

    • Email

    • Screen Alert

Delivery Methods

  • Delivery Time

    • When I am logged in

    • Specific Time Range

      • Can not setup times to range over midnight

      • Typically setup for 12:00 AM to 12:00 AM

  • Job Alert Matching

    • Against my assignment

    • Against my base campus

  • Job Notification Matching

    • Against my assignment

    • Against my membership


TransportTracking Tab

  • Status

    • Status job is in

  • Recipient Qualification

    • Origin Match

    • Destination Match

    • Either Match


BedTracking Tab

  • Status

    • Status bed is in


PreAdmitTracking Tab

  • Discharge Timer

    • Threshold 1

    • Threshold 2

      • Send Alert for patients whose Home Unit is …

  • Assigned Bed Timer

    • Threshold 1

    • Threshold 2

      • Send Alert for patients whose

        • Admit Source

        • Target Unit

        • Origin Unit

        • Origin Unit or Target Unit

  • Observation Timer

    • Threshold 1

    • Threshold 2

      • Send Alert for patients whose Admit Source is

  • Occupied Timer

  • •Discharge

    •Send Notifications for Patient Discharges in Campus

    •Location Change

    •Send Notifications for Patient Location Changes in Campus


PatientTracking Portal Tab

  • Care Progression Threshold Alert

    • Enable Warning

    • Enable Alert

      • Send Alert for patients whose home unit is

      • For Care Progression Groups

  • Patient in Isolated Location

    • Enable/Disable

    • Send Via

      • Screen Alert

      • Full Screen Alarm

  • Patient Walkout

    • Enable/Disable

    • Send Via

      • Screen Alert

      • Full Screen Alarm

  • Staff Assistance Requested

    • Enable/Disable

    • Send Via

      • Screen Alert

      • Full Screen Alarm

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