User Guide
GENERAL
Panorama 101
 Workstation Requirements
 Logging in to Panorama
 JOrgs and SDLs
 The ‘Panorama Dashboard’
 The Panorama Screens
 Tips and Tricks
Revision History
Document History
Date
GENERAL
Version
Author
Changes / Comments
August 2014
0.1
Alexander Dolan
Initial draft
August 5 2014
1.0
Tracy Forbes
Updated draft
August 13, 2014
1.2
Josie Salvail
Minor updates
August 17, 2014
1.3
Tracy Forbes
Workstation requirements update
January 20, 2015
1.4
Tracy Forbes
Removed date footer
January 28, 2015
1.5
Tracy Forbes
Updates from Policies Documentation of
Consent Refusal and Do Not Use
Functionality from Dr. Shauna Hudson
User Guide: Panorama 101
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Table of contents
A.
Workstation Requirements ................................................................................. 4
B.
Logging in to Panorama ...................................................................................... 4
C.
Jurisdictional Organization (JOrg) and Service Delivery Location (SDL) ..... 6
D.
The ‘Panorama Dashboard’ ................................................................................ 8
E.
The Panorama Screens...................................................................................... 10
1.0
The Upper Area, or Banner ...................................................................... 10
2.0
Left Hand Navigation (LHN)...................................................................... 11
3.0
Recent Work ............................................................................................. 13
4.0
Client or Cohort in Context ....................................................................... 14
5.0
The Header ............................................................................................... 15
6.0
Panorama Screen Layout ......................................................................... 16
7.0
The Find Button ........................................................................................ 18
8.0
The Show
9.0
The Add button ......................................................................................... 21
and Hide
toggle selection .............................................. 20
The Save button ................................................................................................. 23
10.0 The Cancel button .................................................................................... 24
11.0 Contains Data Icon ................................................................................... 26
12.0 Factory Tables.......................................................................................... 27
F.
GENERAL
Tips and Tricks ................................................................................................... 28
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A. Workstation Requirements
.
Internet Web browser

Internet Explorer 8 (Javascript enabled)

Firefox 9 ((Javascript enabled)

Web Browser JVM Plug-In
TIP: The SK Panorama
Training Instance URL is:
Panorama SK
Training
Applications required to run Panorama reports

Java 6

Adobe Acrobat 9.3.1

Microsoft Excel

Business Objects
B. Logging in to Panorama
Access Panorama information and login from the eHealth Saskatchewan Panorama
Gateway site:
Panorama Gateway
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The Panorama Login screen displays next.
WARNING: Do not
open multiple instances
of Panorama. If you do,
data will not be saved
correctly to the
Panorama database.
NOTE: In this view of
the Login diagram, there
is no drop-down list to
select multiple roles,
however the Role dropdown list displays in the
same format as the
Language drop-down list
if the User has multiple
assigned Roles which is
rare.




GENERAL
The roles available to you are listed under the Role drop-down list.
Choose the role and your work location for the day.
o If the role you require does not appear in the list, contact your
Super User to get the new role added to your login details.
Select the language to work in from the Language Drop-down List.
(Defaulted to English).
Click Continue.
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DEFINITION: An
Encounter is a point of
service for any type of
subject that is defined by
date, time, location and
the type of activity (e.g.,
immunization, disease
screening, or lab results).
C. Jurisdictional Organization (JOrg) and
Service Delivery Location (SDL)
The Jurisdictional Organization (JOrg) structure represents a hierarchical view of the
public health delivery system within Saskatchewan.
As part of the enrolment process for Panorama, each user is assigned a particular
JOrg.
A Service Delivery Location (SDL) is a physical location where services are
delivered; an SDL will therefore have an address and other contact details. An SDL is
selected when a user logs in as the place where the user is currently working.
Each SDL is associated with one and only one JOrg. For example, Athabasca Health
Authority may have four SDLs: Athabasca Health Facility; Black Lake Nursing Station;
Fond du Lac Nursing Station; and Uranium City Health Centre. These locations are
where a Provider (doctor, nurse, etc.) delivers a service to a client. It is important that
a user chooses their correct SDL when logging in to Panorama, as SDLs are used
with Encounter records to indicate where a Client Encounter occurred, and for
reporting purposes.
Example of the Top Level Hierarchy JOrg Structure:
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D. The ‘Panorama Dashboard’
TIP: With your Web
Below is the welcome to Panorama window, also known as the Panorama
browser open, you can
use Full Screen mode by
pressing F11 on your
keyboard. Press F11
again to return to Normal
Screen mode.
Dashboard.
6
2
1
3
5
4
The modules available to you (as determined by your user roles and permissions) run
along the top of the screen on the MODULE BAR (1). To go to the required module,
click the name on the module bar.
Your LOGIN DETAILS (2) are shown at the top-right hand side of the screen.
Your assigned SERVICE DELIVERY LOCATION (SDL) (3) – the location in which you
will be working – is shown on this screen. Your SDL can be changed by selecting
from the drop-down list. If you do change it, be sure to log off and log back on again.
The SDLs to which you have access are added to the login details – if, for example,
you work at a SDL two days of the week and you work at another SDL for the
remaining three days, you will have access to these SDLs. If you need access to
more areas, contact your Super User to get them added.
From this screen, you can click on the relevant QUICK LINKS (4) to access Personal
Workloads Reporting and Document Management. (Note: Documentation
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Management is currently included in the Functions Not to Be Used policy, and may be
planned for future implementation.)
EXTERNAL REFERENCE LINKS (5) will point you to SK Panorama training materials.
Pertinent links will be added at various points.
Click LOGOUT (6) to end your Panorama session at any time.
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E. The Panorama Screens
1.0
The Upper Area, or Banner
The upper area, or banner, of the Panorama screens remains the same on every
screen as you navigate throughout the system.
TIP: The Panorama
Dashboard is accessible
by clicking the Panorama
logo in the top-left corner
of any screen. You do
not lose context (see
Section 4.0) when you
click this.
GENERAL
1
The module you are working in is highlighted in blue (1).
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TIP: Zooming the
2.0
Left Hand Navigation (LHN)
window:
You can zoom in or out
of the window by
pressing the Ctrl and +
(plus) (to make larger) or
Ctrl and – (minus) keys
(to make smaller).
To reset back to 100%,
press Ctrl and 0 (zero).
2.1
WARNING: If you are
using Panorama in
conjunction with iPHIS,
please remember to
reset your window (Ctrl
and 0) as iPHIS can only
operate at 100%.
The LHN (2.1) is used to navigate within areas of the system to which you have
access.
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2.2 Click on the main
heading, and the arrow
will point down to reveal
sub headings.
2.3 Click on the sub heading
and the arrow will point down to
reveal more selections.
The main function headings are displayed in white text on a dark grey background.
Sub-headings and subsequent selections are displayed in white text on a light grey
background.
Arrows pointing to the right at the side of either the main or sub-headings indicates
further selections are available.
Clicking on either the main or sub-headings that have an arrow will expand to show
further selections (2.2 and 2.3).
Once either the main or sub-headings are selected, the arrow points downwards.
Click on the arrow (or either the main or sub-headings themselves) again if you want
to collapse the list.
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NOTE:
3.0
The client/work item you
are currently working on
will not display in the
Recent Work pop-up until
you switch to another
work item, either by using
the pop-up or through the
various searches and
summaries of Panorama.
Recent Work
3.1
3.4
3.2
3.3
NOTE: Recent Work
displays only the ten
most recent clients or
cohorts a user
encountered.
NOTE: When you
choose a recent work
item from the Recent
Work pop-up, it becomes
the current client/work
item in context and no
longer appears in the
pop-up.
You may well be interacting with the same client over several visits. Use the RECENT
WORK link (3.1) at the top of the LHN to quickly access your most recent work items
and put your client in context without having to search for them.
Once clicked, Recent Work expands to show a list of the ten most recent clients or
cohorts you have set ‘in context’ or worked with. This list is tied to your user account
and will remain current between logins.
* For more information regarding ‘in context’, please see next page.
NOTE: A client/work
Click on the CLIENT NAME HYPERLINK (3.2); the View Client screen displays and
item must have been ‘in
context’ before it will
show in the Recent Work
pop-up – viewing a
screen does not put a
work item into the popup.
your client is in context. You can now select an item from the LHN.
Clicking on A WORK ITEM HYPERLINK (3.3) will navigate you to the associated
screen, and both the work item and client will be put into context.
You can close the pop-up at any time by clicking the X (3.4) on the top-right hand
corner.
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4.0
Client or Cohort in Context
In order to carry out most functions in the clinical modules of Panorama, you need to
put a client or cohort ‘in context’ first.
Note: Cohort functionality is not yet implemented in Saskatchewan - it will be
included in preparation for Mass Immunization functionality.
What does putting a client ‘into context’ mean?
Putting a client or cohort ‘into context’ is like taking out their physical folder of notes
and having it available while you deal with their case. Anything that is done (creating
an investigation, encounter, reviewing history, etc.) while a client or cohort is in
context is associated to that client or cohort. Having a client or cohort in context is the
way Panorama knows whom you are working on at that time.
To put a client or cohort in context, use the Client Search or Cohort Search screens
and select the client or cohort you want.
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5.0
The Header
5.1
5.3
5.2
The header is the information in the grey box(es) found at the top of the Panorama
screens. It contains basic identification information about a client or cohort in context
(5.1) and/or a work item in context (5.2), as you navigate through the system,
reminding you which client or cohort is being worked on, and identifying when you
have selected a different context.
Clicking on the hyperlinks in the header (5.3) will navigate you to another screen
associated with the client in context – whether associated summary information or
detail information screen. For example, clicking the number hyperlink underneath the
Client ID (5.3) will quickly take you to the Client Demographics screen for this client.
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TIP: You can use
6.0
Panorama Screen Layout
keyboard keys to quickly
jump to different parts of
the screen:
1. Home/End
jumps to the
top/bottom of the
page
2. PgUp/PgDn
scrolls up/down
6.1
6.2
6.3
6.5
6.4
6.3
6.4
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The NAME OF THE SCREEN (6.1) displays at the top of each screen.
The HEADER (6.2) displays underneath the screen name.
The screen SECTIONS (6.3) are divided by a thick, grey bar, with the name of the
section labelled within the bar.
Screen SUB-SECTIONS (6.4) are divided by a thin grey line.
REQUIRED FIELDS (6.5) are marked with a red asterisk. These are system
mandatory fields; clinical business mandatory fields (minimum data entry standards
Provincial or HA) are defined separately.
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7.0
The Find Button
Click on the FIND button (7.1) to expand the drop-down menu to SEARCH (7.2) from
an existing selection to populate a field in the screen you are working on. Click
SELECT (7.3) to confirm your selection. When done, you can click CLOSE [X] (7.4) to
collapse the menu.
7.1
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7.4 Close button
7.2 Type the first
letter of your
search, and a
drop-down list will
display for you to
choose from.
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7.3 Click Select
to confirm your
selection.
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8.0
The Show
The SHOW
and Hide
(8.1) and HIDE
toggle selection
(8.2) toggle selection shows and hides the content
of main sections and sub-sections.
8.1
8.2
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NOTE: Some screens
might have an ADD
COMMENT button,
instead of an ADD
button. This may be used
in conjunction with a
SUBMIT button instead
of a Save button to
complete confirmation.
9.0
The Add button
The Add button appears throughout the Panorama system, very often at the side of
Comments boxes. YOU MUST CLICK ADD AS THE FIRST STEP IN CONFIRMING
ANY ADDITION, AND THEN CLICK SAVE TO SAVE THE WHOLE PAGE. If you
neglect to click ‘Add’ then the addition (e.g., Comments in a box) will not be saved,
but the rest of the page will be.
In the example below, a Primary home address already exists for this client and is
shown in the table at the bottom of this ‘Addresses’ sub section (9.1).
For example, when adding a Temporary address (9.2), once the fields have been
populated, click ADD (9.3) as the first step in confirming the addition of a Temporary
address.
9.2 New Temporary
address details have been
entered as an addition to
this client’s record.
9.3 Click Add as the first step in
confirming the addition of a
Temporary address for this
client.
9.1
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The Temporary address now displays in the table at the bottom of that sub-section
(9.4).
As per data standards, click SAVE (9.5) as the final step in confirming the addition of
a Temporary address for this client.
9.4
9.5
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The Save button
The Save button is often found at the top of the screen just below the Header, as well
as at the bottom of the screen.
NOTE: UI stands for
Click SAVE to confirm entries made to a client’s record. A confirmation message will
User Interface.
display (e.g., Client ID xxx has been set into UI Context).
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10.0 The Cancel button
NOTE: Do not use the Back and Forward buttons on your browser to navigate
between screens. This may result in an error message, or simply nothing will happen.
Please use the Panorama buttons and links, as below.
Click CANCEL if you do not want to save the most recent data you have entered into
a screen. A warning message will appear, telling you that your work will not be saved.
Click ‘OK’ to continue.
If a BACK button is not available on the Panorama screen, and you wish to navigate
back to a previous screen, click CANCEL. (There may be occasions where you have
clicked the SAVE button to save the data entered, and still need to click on the
CANCEL button to return to a previous screen).
There are a few screens in which, when you click on the CANCEL button to return to a
previous screen, a prompt-to-save message displays as a reminder. Please click OK
(although you might have saved your work already) to continue. This will ensure that
all data has been saved.
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11.0 Contains Data Icon
The CONTAINS DATA icon (12.1) appears to let you know there is hidden content
within a screen section that has been collapsed.
As per the example below, click
The content displays, and the
SHOW (12.2) to show the hidden content.
HIDE (12.3) selection becomes available to hide the
content again should you decide to do so.
12.1
12.2
12.3
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12.0 Factory Tables
‘Factory tables’ (or multi-row tables) are found throughout the Panorama system.
They are designed to keep a running history of all entries/comments.
This Comments multi-row table is an example of one where the row entries cannot
be changed or deleted. Therefore, any amendments to existing comments need to be
‘Added’ as a new entry.
The Risk Factor Summary table is an example of a multi-row table where you would
end date to show when a risk factor may no longer be relevant.
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F.
Tips and Tricks
No.
Tips and Tricks
Definition
1.
Client Warnings icon
This icon alerts you to
potential circumstances
that may adversely
impact the client in
context. Click on the
Warnings hyperlink to
view a pop-up Warning
Summary.
2.
Client ID hyperlink in Header
Clicking the Client ID
hyperlink will take you to
the demographics
screen for that client.
3.
(IMMS) Double-click to enter
date for an Immunizing
Agent
Fill in the date under the
header (a) and you can
double-click on any of
the boxes (b) to enter
that date.
4.
(IMMS) An ‘X’ next to the
Immunizing Agent date
Recorded immunizations
that do not adhere to the
SK Immunizations
manual guidelines are
marked with an ‘X’.
5.
Profile Report button
Some reports are
launched with one click
of a button. These
reports are called IR
Internal Reports – e.g.
IR6800 Client Profile
Report under the
Reports Immunization
Menu.
Screenshots
1
2
3a
3b
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4
5
5
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6.
7.
(IMMS) Immunization
Forecaster definition
Panorama Client ID
The Immunization
Forecaster is a Decision
Support Tool that
validates recorded
immunizations and
recommends when
future Immunizations
should be administered
to a client.
The Panorama Client ID
is the unique identifier for
each client record in
Panorama.
Please note: although
this may be the quickest
way to search for a
client’s record, this
method alone does not
return possible client
duplicates.
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8
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9
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8.
(IMMS) Lot Number
populates IMMS inventory
information
From the Vaccination
Detail Add screen, where
you enter the details for
an Immunizing Agent,
selecting the Lot Number
from the drop-down list
will auto-populate some
fields using the
information from
Inventory.
8
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9.
Wildcard for searches
ch% will include
instances that begin with
ch.
%ch% will include all
instances of ch.
9
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