Tip Sheet Template

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 1

UPDATED: 04/01/20

This guide contains the steps you need to take to “get started” with scheduled video

visits.

• Recommendation is to use Haiku/Canto on your personal smart device for the

Video & Audio portion; use a desktop or laptop to document in Epic

• The Instructions below on how to download Zoom on a Mac or Windows device

are optional

Click directly on the Title Link to take you directly to that document.

Pages 2-3 How to download Haiku / Canto

Pages 4-6 How to download & install ZOOM for MAC - Optional

Pages 7-9 How to download & install ZOOM for Windows - Optional

Page 10 How to Do a Visit with Haiku - Android

Pages 11-13 How to Do a Visit with Haiku – iOS

Pages 14-16 Test Patient Information

Pages 17-21 Quick Button Steps

For Support, call Provider Help Line: For WI: 414-647-3035, Opt.3; For IL: 630-990-7020, Opt. 3

FOR PROVIDERS: SCHEDULED VIDEO VISIT GETTING STARTED GUIDE

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 2

STEP 1 *Please note this is a one-time only step

1) From your Mobile Device:

a) iOS (iPhone/iPad)

i) Open your App Store

ii) Search for Epic Haiku (iPhone)

OR

iii) Search for Epic Canto (iPad)

iv) Install Application

Epic Haiku iOS

Epic Canto iOS

b) Android

i) Open the Google Play Store

ii) Search for Epic Haiku

iii) Install Application

Epic Haiku for Android

2) Open your device’s Internet Browser and enter

the following internet address:

For Haiku:

https://smartchartmobile.aurora.org/haiku.htm

For Canto:

https://smartchartmobile.aurora.org/canto.htm

iOS

Android: Chrome Android: Firefox

SCHEDULED VIDEO VISIT – HOW TO DOWNLOAD HAIKU/CANTO

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 3

4) Click on the production link for the app you

are trying to configure

(Haiku on your phone or Canto on your iPad)

a) When Prompted, open the Haiku/Canto app

5) The app will set the proper configuration, and

prompt you for the password

a) Password = smartchart

6) Click OK

7) Your Epic mobile application will now be

configured

a) From here, login to the mobile app

using your AdvocateAurora Epic username

and password

Note: if you are logging into your Haiku account

from another institution, you will need to click the

button at the top to select which institution you

are logging into.

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 4

ZOOM INSTALLATION STEPS ON A MAC

STEP 2: Install Zoom *Please note this is a one-time only step

Go to

https://support.zoom.us/hc/en-

us/articles/201362033-Getting-

Started-on-Windows-and-Mac

Click on “Zoom Desktop Client

(Windows or Mac)

Zoom will begin to download to

your device

Click on Zoom.pkg to install

Click on “Continue”

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 5

To test Zoom – go to

https://zoom.us/test

Click on Join Meeting –

PLEASE NOTE: YOU DO NOT NEED TO SIGN UP FOR A PERSONAL ZOOM ACCOUNT

Click on “Join with Video”

If you can hear the ring tone,

click on Yes.

If you can’t click on No.

• Zoom will try to find

another speaker device

on your device

Say a few words.

If you can hear them replay –

click on Yes.

If not, Zoom will search for

another mic source on your

device

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 6

Click on “Join with Computer

Audio”

You have successfully tested

Zoom!

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 7

Go to

https://support.zoom.us/hc

/en-us/articles/201362033-

Getting-Started-on-

Windows-and-Mac

Click on “Zoom Desktop

Client (Windows or Mac)

Zoom will begin to

download to your device

Click on Run to install

It will install.

ZOOM INSTALLATION STEPS ON A PC DEVICE

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 8

To test Zoom – go to

https://zoom.us/test

Click on Join Meeting –

PLEASE NOTE: YOU DO NOT NEED TO SIGN UP FOR A PERSONAL ZOOM ACCOUNT

Click on “Join with Video”

If you can hear the ring

tone, click on Yes.

If you can’t click on No.

• Zoom will try to find

another speaker

device on your

device

Say a few words.

If you can hear them

replay – click on Yes.

If not, Zoom will search for

another mic source on

your device

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 9

Click on “Join with

Computer Audio”

You have successfully

tested Zoom!

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 10

First, you must be logged into Haiku on your device.

Refer to the instructions on Page 2 for how to

download.

In Haiku, open the patient’s encounter from your

schedule (do not search for patient from search box

– video visit will not launch this way).

Next, select Summary

Then Start Video Visit. This will open Zoon on your

device to allow its use as a video camera.

Note 1: Minimizing the video window will pin a

smaller version to the desktop documentation can be

done during the visit.

Note 2: you must exit the patient’s chart to be able to

sign the visit in Hyperspace.

HAIKU FOR ANDROID – LAUNCHING THE VIDEO VISIT

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 11

1) Handoff feature is available only for

Haiku on iOS and Canto (not Haiku

on Android)

Haiku (or Canto) handoff buttons become

available in Connect navigator section of

patient’s video visit if provider logged into

the app in the past 45 days. In example

below, provider logged into Haiku app

recently thus can access Handoff to Haiku

button in the video visit navigator:

2) Before choosing to handoff

Download Zoom app on your mobile

device

3) Go to settings on your device, access

Zoom app and enable Microphone and

Camera:

4) If you have a default department set in

Epic Hyperspace at the login, then

before handing off the video visit, you

will need to log into Haiku/Canto app

and switch it to AAH VIRTUAL HEALTH

[500121].

5) If you don’t have default login

department set in Epic Hyperspace and

enter AAH VIRTUAL HEALTH [500121]

at the login, it will apply in mobile apps

automatically and you don’t need to go

in to change it manually.

HANDOFF TO HAIKU (iOS ONLY)

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 12

6) Handoff video visit to Haiku (the

same applies for Canto)

Click on Handoff to Haiku in Epic

Hyperspace – Video Visit push notification

is sent to mobile device. When you click on

it, it will pass you through mobile app to the

browser:

7) After you select to open page in Zoom,

then it takes you to video visit room.

Before joining it, you will be asked to go

to your device settings and enable

Microphone and Camera, if you haven’t

done that yet:

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 13

8) Otherwise, it will only prompt you to

select audio option:

Please note there are two potential barriers

to prevent the ‘Handoff to Haiku’ button

from being visible in Hyperspace.

9) ‘Handoff to Haiku’ only works with

Apple devices.

10) Push notifications MUST be turned on

for the Haiku app (iPhone settings-

Notifications-Haiku-Allow Notifications).

11) Go into the notifications inside Haiku

and be sure the ‘Start Video Visit’

notification is turned on. (Log-in to

Haiku-click on your photo/silhouette in

the top right corner-Click Notification

Settings-Scroll all the way to the bottom

and click on ‘Start Video Visit’- Click to

turn on Push Notifications)

12) Go back into the Video Visit in

Hyperspace and see if the Handoff

button is there.

13) If not please click the ‘recycle’ button in

the right corner of the Connect section

and the button should appear.

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 14

GUIDELINES

• Patients listed below are available to schedule practice video visits. THE TEST PATIENT MUST BE

SCHEDULED ON YOUR SCHEDULE. You must login as the test patient with the given username and

password. Then go through patient process. Next, use your computer/device and go through clinician

process.

• Please see the chart for MyChart login details

• Be succinct with your time spent on the video call and make sure that you end the meeting

• Sign all of the charts once complete

• Reminder: these patients are shared across the entire organization so please be mindful when in the

sandbox

IMPORTANT: Please uninstall and reinstall the Live Well app when you are done training with test

patients. Failure to do so will result in issues for other providers to test patients.

MyChart Username

MyChart

Password

Patient ID

Patient Name

Patient

Birthdate

ZZTEST.AURORAI

Model*01

Z25493109

ZZTEST,AURORAI

03/20/2000

ZZTEST.TABI

Model*01

Z29125966

ZZTEST,TABI

01/01/1990

ZZTEST.ALEX

Model*01

Z29440081

ZZTEST,ALEX

02/05/1989

ZZTEST.JESSICA

Model*01

Z25503516

ZZTEST,JESSICA

06/18/1982

ZZTEST.ACWEDITTWO

Model*01

Z29242719

ZZTEST,ACWEDITTWO

12/24/1980

ZZTEST.AAK

Model*01

Z27348864

ZZTEST,AAK

01/04/1978

ZZTEST.HEMAN

Model*01

Z29125945

ZZTEST,HEMAN

07/15/1978

ZZTEST.BILLY

Model*01

Z24462008

ZZTEST,BILLY

03/05/1977

ZZTEST.ANGELICA

Model*01

Z24092834

ZZTEST,ANGELICA

03/03/1975

ZZTEST.JILLX

Model*01

Z25006428

ZZTEST,JILLX

09/17/1970

ZZTEST.DONALD

Model*01

Z25348898

ZZTEST,DONALD DUCK

03/15/1968

ZZTEST.PAM

Model*01

Z24092169

ZZTEST,PAM

12/08/1964

ZZTEST.CARECONNECTION

Model*01

Z26095884

ZZTEST,CARECONNECTION

06/06/1960

ZZTEST.SHARI

Model*01

Z24091738

ZZTEST,SHARI

11/25/1958

ZZTEST.PETER

Model*01

Z29745016

ZZTEST,PETER

07/01/1954

ZZTEST.KELLY

Model*01

Z28915729

ZZTEST,KELLY T

10/09/1997

ZZTEST.ERICK

Model*01

Z29125858

ZZTEST,ERICK

01/01/1990

ZZTEST.JUAN

Model*01

Z29125581

ZZTEST,JUAN

08/17/1990

SCHEDULED VIDEO VISIT – TEST PATIENT INFORMATION

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 15

MyChart Username

MyChart

Password

Patient ID

Patient Name

Patient

Birthdate

ZZTEST.QUAID

Model*01

Z29128077

ZZTEST,QUAID

01/01/1990

ZZTEST.RAD

Model*01

Z29125991

ZZTEST,RAD

01/01/1990

ZZTEST.ACCT

Model*01

Z27348868

ZZTEST,ACCT-STC-

06/18/1988

ZZTEST.MADOANA

Model*01

Z25348324

ZZTEST,MADOANA

03/12/1987

ZZTEST.EAFONE

Model*01

Z29098603

ZZTEST,EAFONE

05/07/1986

ZZTEST.GO

Model*01

Z27348894

ZZTEST,GO

09/14/1985

ZZTEST.JENTDR

Model*01

Z29126780

ZZTEST,JENTDR

10/05/1984

ZZTEST.HEATHER

Model*01

Z27348900

ZZTEST,HEATHER

01/01/1982

ZZTEST.BARCODE

Model*01

Z24154604

ZZTEST,BARCODE

03/03/1980

ZZTEST.CHARLENE

Model*01

Z25161338

ZZTEST,CHARLENE J

09/10/1980

ZZTEST.ENTONE

Model*01

Z29123933

ZZTEST,ENTONE

01/01/1980

ZZTEST,NKOTB

Model*01

Z27941299

ZZTEST,NKOTB

03/03/1980

ZZTEST.ANTOINE

Model*01

Z27857463

ZZTEST,ANTOINE

08/08/1979

ZZTEST.LALA

Model*01

Z27857460

ZZTEST,LALA

03/02/1979

ZZTEST.JASON

Model*01

Z29133544

ZZTEST,JASON

01/05/1978

ZZTEST.MANATARMS

Model*01

Z29126209

ZZTEST,MANATARMS

07/15/1978

ZZTEST.PRINCEADAM

Model*01

Z29130656

ZZTEST,PRINCEADAM

07/15/1978

ZZTEST.SHERA

Model*01

Z29125976

ZZTEST,SHERA

07/15/1978

ZZTEST.SKELETOR

Model*01

Z29125993

ZZTEST,SKELETOR

07/15/1978

ZZTEST.EAFSIX

Model*01

Z29104112

ZZTEST,EAFSIX

05/01/1970

ZZTEST.LISA

Model*01

Z24091776

ZZTEST,LISA

03/14/1966

ZZTEST.GBMW

Model*01

Z29436757

ZZTEST,GBMW

01/01/1960

ZZTEST.ACL

Model*01

Z28488304

ZZTEST,ACL

04/26/1958

ZZTEST.HOMER

Model*01

Z27348902

ZZTEST,HOMER

04/09/1958

ZZTEST.REBECCA

Model*01

Z27348919

ZZTEST,REBECCA

01/01/1958

ZZTEST.HARRIET

Model*01

Z27348898

ZZTEST,HARRIET

05/27/1956

ZZTEST.DORENE

Model*01

Z24090694

ZZTEST,DORENE

11/10/1954

ZZTEST.BESSIE

Model*01

Z24091220

ZZTEST,BESSIE

07/24/1952

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 16

MyChart Username

MyChart

Password

Patient ID

Patient Name

Patient

Birthdate

ZZTEST.NOVEMBER

Model*01

Z27348915

ZZTEST,NOVEMBER

04/03/1952

ZZTEST.CHRISTINE

Model*01

Z24092882

ZZTEST,CHRISTINE

10/12/1948

ZZTEST.CINDYG

Model*01

Z28915786

ZZTEST,CINDYG

12/09/1945

ZZTEST.CATHERINE

Model*01

Z24090911

ZZTEST,CATHERINE

03/22/1944

ZZTEST.DORI

Model*01

Z24284054

ZZTEST,DORI

04/25/1936

ZZTEST.SUNDAY

Model*01

Z27348924

ZZTEST,SUNDAY

04/03/1933

ZZTEST.ANNETTE

Model*01

Z24315568

ZZTEST,ANNETTE

06/20/1928

ZZTEST.CACHE

Model*01

Z27348880

ZZTEST,CACHE

05/01/1925

ZZTEST.FACE

Model*01

Z27348892

ZZTEST,FACE

05/01/1925

ZZTEST.GRANDMA Y

Model*01

Z24099232

ZZTEST,GRANDMA Y

05/06/1920

ZZTEST.BIOMED

Model*01

Z29291327

ZZTEST,BIOMED

01/01/1901

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 17

This document will walk you through how to make a Quick Button for Level of Service, Progress Notes

& Chief Complaint.

Please see Part 1 for Level of Service, Part 2 for Progress Notes & Part 3 for Chief Complaint

Part 1: How to make quick buttons in the Level

Of Service area

Click on the wrench in the LOS tab

Make quick buttons and add in the modifier

quick button.

Hover over an empty box with your mouse. The

“+Add” will appear. Click on it.

TIP SHEET: HOW TO MAKE A QUICK BUTTON – Level of Service, Progress Note, &

Chief Complaint

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 18

Fill in the caption with a name you will recognize, the

appropriate level of service, and add a GT modifier.

Then click accept.

Do the same for the 3 levels of telephone service:

99441, 99442, and 99443. Also, make a quick button

while you’re here for the GT modifier that you’ll be

able to use for your video visits when you do them.

Click Accept.

Part 2: How to make quick buttons in the

Progress Notes.

For your first telephone encounter, make a quick-

action button for all future telephonic notes.

Click on the wrench under the “Progress Note”

header.

In the “Smart Text” box, type “aah non” and hit enter

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 19

Click Accept

Change the Caption to something that you will

recognize, like “Telephonic Care.” Click accept

You now have a quick button to create this note for

every patient that you need it in.

Part 3: How to make quick buttons in the Chief

Complaint area

Click wrench

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 20

Insert a new row at the top of the list

Click in the empty box, then click on magnifying

glass

Choose “Database Lookup” at the bottom

Type “MD” in the search box and hit enter

Created by Sheridan, A. Created 03/26/20 Revised 04/01/20 Post until N/a 21

Choose Md call

Click Accept

You now have a quick button