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Consultancy TeamCommunity Manager

Report Builder

Guide to Using the Report Builder in Radar Healthcare

The Report Builder is a live query builder that runs a search for data and presents a table of results for every query you enter. As it presents live data, it can sometimes take a little time to run your searches. This guide provides insight and best practice into structuring your searches to reduce the time taken.Understanding the Report BuilderThink of the Report Builder as a library:You are the librarian. Events or Tasks are books. Forms and workflows make up the chapters and pages within.Imagine you are asked to find every book containing a certain term. Without further parameters, you would have to open every book on every shelf and read every page to find the relevant books. To make your search easier and more specific, you could:Look for books published in the last 6 months. Focus on a certain genre. Identify the author.With this knowledge, your search becomes much faster, as you can focus on the most relevant range of books.Structuring Your SearchesWhen using the Report Builde

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2 months ago

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Consultancy TeamCommunity Manager

User Management (inc. Permissions)

Considerations for Managing Roles and Permissions in Radar Healthcare

Reading time 2 minsIntroduction Process Recommendations Introduction Managing roles and permissions effectively is crucial for the smooth operation of your Radar Healthcare system. This guide will help you consider core roles, map permissions, and ensure a seamless transition when updating roles. Process Identify Core Roles Determine the essential roles needed for your Radar Healthcare system. Consider the permissions required at different levels of access within your hierarchy. Aim to keep the list of roles to a minimum. Map Roles to Permissions Use this document to plan roles and permissions before implementation. Consider treating this document as a master for changes between Staging and Live environments. Review the roles and permissions against your organisation's usage of Radar to ensure all interactions are covered. Integration Considerations Be mindful of integration options when creating users via automated processes. Ensure automated rol

Consultancy TeamCommunity Manager

Platform Administration

File Name Restrictions

Reading time 1 mins To enhance our security measures, we are implementing the following updates: File Name Restrictions: File names must be 128 characters or fewer. Permissible characters include: Alphanumeric characters Commas Full stops Hyphens Spaces Underscores File Content Checks: Additional checks are now in place for the following file types to prevent malicious uploads through simple renaming of file extensions: MP3 MP4 JPEG (& JPG) PNG PDF DOCX PPTX XLSX XML DOC XLS PPT Blocked File Types: Executable files (.exe) are always blocked. ZIP and RAR files will be blocked. These updates are designed to improve our system’s security and protect against potential threats.

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE - Manage and View Submissions

This article outlines how you can view and manage LFPSE submissions in your Radar Healthcare system.Viewing LFPSE Event Submissions PSIMS Statuses Viewing LFPSE Event SubmissionsAny events submitted to LFPSE can be viewed in Administration > PSIMS.(PSIMS was the original acronym for LFPSE).N.B. You will need to have the relevant permissions enabled for your system role to view this part of Radar.The API submissions refresh regularly so it is likely this will always appear blank when you open this page.Actions you can complete:Select ‘Show submitted’ in the top right to view the information already submitted. Filter for submissions by clicking the purple funnel icon in the top right. View an LFPSE event by clicking the 3 dots on the right of a submission and clicking ‘View Event’ Click ‘Maintain PSIMS details’ to update your API Key if needed. PSIMS StatusesThe table below outlines the different submission statuses that your LFPSE events may have.Status Description Action Needed

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE (Psims) Permissions

You can manage and view your LFPSE submissions in your Radar system once LFPSE reporting is live in your system. You can control which users are able to manage AND view LFPSE submissions by setting up role-based permissions:Go to Administration > Access Control Click on the arrow heads expand the headings and find a role that needs LFPSE permissions Under ‘PSIMS api permissions’ select the box to tick ‘Manage PSIMS’For more information on using Access Control please see our article here: https://community.radarhealthcare.com/user-management-inc-permissions-75/setting-permissions-in-access-control-746?tid=746&fid=75

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE - V6 Updates – Sept 2024

This article outlines the new features of LFPSE Version 6:Separate Forms Guidance Text Data Submission Disable Save For Later DM+D List New Enhanced Custom Lists Location Benchmarking Fields Question Updates New Questions Removed Questions Question Wording Amendments Question Option Amendments Guidance Text Added / Amended Separate FormsInstead of having 1 LFPSE form that contains all Incident, Good Care, Outcome, Risk and Governance questions, there are 5 separate forms:LFPSE – Incident LFPSE – Good Care LFPSE – Outcome LFPSE – Risk LFPSE – Governance (Only relevant for Incident LFPSE events)Guidance TextIt is mandatory to add the LFPSE Guidance text to appear in the event drop down list to help users select the right event option: Event Option LFPSE Guidance Text Incident Something unexpected or unintended has happened, or failed to happen, that could have or did lead to patient harm Good Care An example of good care that can be learned fro

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE - Set Up Guide

There are 7 steps to set up LFPSE reporting within your Radar Healthcare system:1. Register for an LFPSE Account 2. Share your ODS Code(s) with Radar 3. Confirm your Radar LFPSE setup 1. Are any changes needed to your Locations to accommodate your ODS code(s)? 2. Which events in your system will need to submit Incident data to LFPSE? 3. Which events in your system will need to submit Good Care data to LFPSE 4. Do you want to implement LFPSE Outcome and Risk reporting? 5. Do you want to integrate / merge the LFPSE reporting questions into your forms or keep them as separate forms? 6. How do you want to integrate the LFPSE Governance questions into your event workflow? 7. Do you want the LFPSE submission description to be generated from the Radar Description/Title of the event OR the LFPSE question ‘Describe what happened’? 8. Is any customisation to the LFPSE questions needed? 4. Test your LFPSE set up 5. Enable Your Locations for LFPSE reporting 6. Prepare for Go Live 7. Get

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6 months ago

Rob PlaceRadar Healthcare Staff Member

Audits (New and improved)

Introducing Bulk Assign for New and Improved Audit

Please note - this user guide is in reference to the Enhanced Audit functionality. Reading time 2 minsIntroduction Audit Owners Audit Workflows FAQ Do audit workflow steps show in End Dated Users? What permissions do I need for this feature? IntroductionThere are two options when reassigning audit allocation in bulk: You can choose to reassign the owner of the audit (Audit Owners). An audit owner has responsibility for ensuring the audit is completed and by default is assigned the audit workflow to complete. If you wish to reassign some of the workflow steps of an audit to another individual, this can be done via Audit Workflows. This reassigns the workflow step whilst retaining the original audit owner. Audit Owners Navigate to the Administration panel > Bulk Assignment > Audit Owners. NB: You may see an icon called ‘Audit’, please note this is regarding the previous version of the Audit tool which will be deactivated in the future. You will be shown a range of search opti

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9 months ago

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P.HebbertRadar Healthcare Staff Member

The Risk Matrix and Risk Register Administration

Customising the Risk Register

Reading Time 3 minsIntroduction Customisable Fields Details Page Scope Assurance Review Inherent Risk Score Approval Risk Controls Customising the Risk Matrix and Risk Categories The Risk Matrix Risk Categories Populating the Drop-down ListsIntroduction Certain fields on the risk forms can be renamed or have their visibility altered, enabling you to customise what information is captured when logging a risk and how that information is captured. Scroll down to see which fields can be customised Customisable Fields Below is a list of fields on the Risk Register which can be customised.Key:Optional - this means the field can be activated or deactivated by Radar Healthcare.Help Text - this means text can be added to the field to explain its purpose to your system users.An example of help text on a questionRename - this means the name of the question can be retitled to suit your requirements.At the bottom of this user guide is a spreadsheet you can use to decide on your Risk Regi

P.HebbertRadar Healthcare Staff Member

The Risk Matrix and Risk Register Administration

The Risk Approval Step

Reading Time 2 minsIntroduction Activating the Approval Step Approving a Risk Risk StatusesIntroduction The Risk Approval feature is optional and allows you to have a final step in the creation of a risk, whereby the risk owner needs to select an approver for this risk. The approver can approve, or not approve the risk, and the risk will be labelled as such. Risks can only be approved by individuals with the permission to approve risks. It is possible for anyone with the risk approval permission to approve any risk, however a specific approver must be selected to ensure there is a responsible person for each risk. Please note; if the Approval step is activated after risks have been populated on your Risk Register then it will not appear on the existing risks, and will only appear for newly added risks. Any existing risks will be automatically marked as ‘Approved’. Activating the Approval Step Please contact Radar Healthcare if you wish to have this activated in your platform. En

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9 months ago

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