English

System Configuration Manual

Xcelera Release 3.3
 Xcelera
System Configuration Manual

Release 3.3

English
Philips Medical Systems
 © Koninklijke Philips Electronics N.V. 2012
4522 170 18571

Philips Medical Systems

ii Xcelera Release 3.3

 Table of Contents

1 Xcelera System Configuration Overview ..................................... 1-1

1.2 Configurable Options in Xcelera ..................................................1-2
1.3 System Administration Manager Basics ........................................1-3
1.3.1 Before Using the System Administration Manager ..............1-4
1.3.2 Starting and Exiting the System Administration Manager...1-4
1.3.3 Applying Changes.............................................................1-5
1.3.4 Changing Editors .............................................................1-5

2 Roles Editor ........................................................................................ 2-1

2.1 About Permissions ........................................................................2-1
2.1.1 About Microsoft Windows Local Groups ............................2-1
2.1.2 Role Dependencies ............................................................2-2
2.1.3 Default Role Sets ..............................................................2-3
2.2 Assigning Roles ............................................................................2-7
2.2.1 Assigning Selected Roles to a Windows Group.....................2-7
2.2.2 Assigning a Set of Roles to a Windows Group .....................2-8
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2.2.3 Replacing a Windows Group Role Set ................................2-9

2.3 Clearing Roles ............................................................................2-10

3 User Info Editor ................................................................................ 3-1

3.1 Before You Begin .........................................................................3-1
3.2 Synchronizing Users .....................................................................3-1
3.3 About Non-Users .........................................................................3-2
3.4 Adding a Non-User to the User List .............................................3-2
3.5 Editing Information for a Non-User or a User .............................3-3
3.6 Deleting a Non-User ....................................................................3-4
3.7 Creating an Electronic Signature ..................................................3-5

Xcelera Release 3.3 iii

 4 Institution Codes Editor .................................................................. 4-1
4.1 Adding an Institution Name and Code ........................................4-1
4.2 Editing an Institution Name and Code ........................................4-2
4.3 Deleting an Institution Name and Code ......................................4-3
4.4 Specifying the Default Institution ................................................4-4

5 Viewer Configuration Editor .......................................................... 5-1

5.1 About Viewers ..............................................................................5-1
5.2 Specifying Configured Viewers .....................................................5-3

6 Monitor Configuration Editor ......................................................... 6-1

6.1 About Monitors ...........................................................................6-1
6.2 Specifying Configured Monitors ..................................................6-2

7 Auto Study Placement Editor ......................................................... 7-1

7.1 About Auto Study Placement .......................................................7-1
7.2 Specifying Study Placement Criteria .............................................7-1

8 Clinical Groups Editor ..................................................................... 8-1

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8.1 Setting the Default Clinical Groups .............................................8-2
8.2 Filtering the Clinician Display .....................................................8-3
8.3 Managing Clinical Groups ...........................................................8-4
8.3.1 Creating a New Clinical Group ........................................8-4
8.3.2 Deleting a Clinical Group ................................................8-5
8.3.3 Editing a Clinical Group..................................................8-6
8.3.4 Adding a Clinician to a Clinical Group ............................8-7
8.3.5 Deleting a Clinician from a Clinical Group ......................8-8

9 Patient Security Editor .................................................................... 9-1

9.1 Viewing Clinical Group Access to Patients ...................................9-1
9.2 Controlling Clinical Group Access to Patients ..............................9-2

iv Xcelera Release 3.3

 10 Hospital Information System Editor ........................................... 10-1
10.1 Enabling or Disabling the HIS Interface .....................................10-2
10.2 Prioritizing Institutions ..............................................................10-3

11 Remote Location Editor ................................................................ 11-1

11.1 Adding a New Remote Location .................................................11-1
11.2 Editing the Remote Location ......................................................11-2

Index .................................................................................................... 1-1

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Xcelera Release 3.3 v

vi
Xcelera
Release 3.3
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 1 Xcelera System Configuration
Overview
This manual provides information and instructions on how to use the
Xcelera System Administration Manager application to configure the Xcelera
application.

1.1 System Administration Manager Overview

Use the System Administration Manager to configure the system information
for the Xcelera Ultrasound Viewer. The System Administration Manager
tool consists of a collection of the following editors, which appear as tabbed
pages.
• Roles editor
• User Info editor
• Institution Codes editor
• Viewer Configuration editor
• Monitor Configuration editor
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• Auto Study Placement editor

• Clinical Groups editor
• Patient Security editor
• Hospital Information System (HIS) editor
• Remote Location editor

NOTE Administrators can use all of the System Administration Manager editors. However,
other users must have the appropriate roles to access and use the System
Administration Manager editors.

Xcelera Release 3.3 Xcelera System Configuration Overview 1-1

1.2 Configurable Options in Xcelera

1.2 Configurable Options in Xcelera

Table 1-1 lists and describes the options that you can configure using the
System Administration Manager.

Table 1-1: Configurable Options in Xcelera

Configurable Effect on Xcelera Application For More Information:
Option

Clinical groups The groups you assign in System Chapter 8: Clinical Groups Editor
Administration Manager are permitted to
access Patient Folders and studies.

Electronic signature The file you specify is included in the final Chapter 3: User Info Editor
files report as a signature.

Hospital Information If this option is enabled, studies can be Chapter 10: Hospital Information
System (HIS) automatically ordered and Patient Folders can System Editor
be automatically created in the Xcelera
database through the HIS interface.

Institution codes The institution names and codes you specify Chapter 4: Institution Codes Editor
are used in the Xcelera application to identify and Chapter 10: Hospital
a study’s origin. The institution names and Information System Editor
codes you enter are also used to specify the
Hospital Information System in the HIS editor.

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Monitor If an Xcelera configuration consists of multiple Chapter 6: Monitor Configuration
monitors, you can use the Monitor Editor
Configuration editor to select and specify the
order in which the monitors are configured,
and to specify which clinical application uses
which monitor.

Ordering physician The names of the ordering physicians that you Chapter 3: User Info Editor
specify are displayed as selections in the
Study Order window and in the Work Area
Comments sheet.

Patient security The clinical groups you specify in System Chapter 9: Patient Security Editor
Administration Manager are permitted to
access patient data in the Xcelera applications.

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 System Administration Manager Basics 1.3

Table 1-1: Configurable Options in Xcelera (Continued)

Configurable Effect on Xcelera Application For More Information:
Option

Performed by The names of the clinicians who perform Chapter 3: User Info Editor
studies that you specify are displayed as
selections in the Study Info sheet of the Main
Window and in the Work Area Comments
sheet in the Xcelera Ultrasound Viewer
application.

Referring physician The names of the referring physicians that you Chapter 3: User Info Editor
specify are displayed as selections in the
Study Info sheet of the Main Window and in
the Work Area Comments sheet in the
Xcelera Ultrasound Viewer application.

Remote locations The information you specify in the Remote Chapter 11: Remote Location
Locations editor are displayed as selections in Editor
the Preferences dialog box of the Main
Window and as locations available when
sending a study to a remote location.

Roles The roles you specify determine the tasks that Chapter 2: Roles Editor
groups of users can perform in the Xcelera
applications.

Study placement The automatic study placement options that Chapter 7: Auto Study Placement
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you select determine the criteria for how Editor

incoming studies are automatically placed in
Patient Folders.

Viewer The viewers that you select based on modality Chapter 5: Viewer Configuration
code (such as CT, US, NM, and so on) Editor
determine the default and alternative viewers
in which a study for that modality can be
opened.

1.3 System Administration Manager Basics

This section lists information you should know before using the System
Administration Manager and explains how to start and exit the application,
how to apply changes, and how to switch between editors.

Xcelera Release 3.3 Xcelera System Configuration Overview 1-3

1.3 System Administration Manager Basics

1.3.1 Before Using the System Administration Manager

Consider that changes you make in the System Administration Manager may
affect all of the Xcelera systems at your site. Therefore, you need to inform all
users to log off any Xcelera applications while you are making changes.
NOTE If another user or users have an Xcelera application open at the same time changes
are made using the System Administration Manager, those changes do not take effect
until the Xcelera application is closed and restarted.

1.3.2 Starting and Exiting the System Administration

Manager
To start the System Administration Manager:
1 Click Start and select Programs.
2 Navigate to the Philips Xcelera programs and select the System
Administration Manager.
To exit the System Administration Manager:
1 Click OK, Cancel, or in the upper right corner of the window.
A confirmation message is displayed. If you made changes without
applying them, the confirmation message also warns that you will lose any

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unsaved changes.
2 Click Yes to exit.

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 System Administration Manager Basics 1.3

1.3.3 Applying Changes

The lower right corner of each editor window includes three buttons:
• To store changes to the database and exit the System Administration
Manager, click OK.
• To discard changes, click Cancel.
• To apply changes and continue using the editor, click Apply.

1.3.4 Changing Editors

After you make changes in an editor, you must click Apply to apply the
changes before you can switch to a different editor. If you try to change
editors without applying the changes, the system prompts you to click Apply.
To switch to another editor after making changes:
1 Click Apply.
A message prompts you to save or discard the changes.
2 Click Yes to save the changes, or click No to discard the changes. If you
click Cancel, you will not be able to switch editors; you must click Yes or
No.
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3 Click an editor’s tab to open another editor.

NOTE In most editors, you must click Apply to save the changes to the database and a
message prompts you to confirm the changes.

Xcelera Release 3.3 Xcelera System Configuration Overview 1-5

1.3 System Administration Manager Basics

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1- 6 Xcelera System Configuration Overview Xcelera Release 3.3

 2 Roles Editor
This chapter describes how to use the Roles editor to assign roles
(permissions) to groups of users. It explains what the roles are, how Xcelera
uses permissions to permit and restrict the performance of tasks, and the
default roles that Xcelera includes. This chapter also describes how to assign
and clear permissions.
NOTE Any user can view and access the Roles editor to determine which roles are assigned to
their group. However, you must have Administrator privileges to modify the roles
assigned to each group.

2.1 About Permissions

Use the Roles editor to grant or restrict privileges for tasks that groups of
users can perform in the Xcelera application.
The Roles editor lets you link Windows local groups to Xcelera permissions.
All Xcelera users must be valid Windows users with a Windows user name
and password.

2.1.1 About Microsoft Windows Local Groups

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Each Xcelera user is assigned to a Windows local group that corresponds to

predefined job responsibilities. Each of the job responsibilities is assigned a
default set of permissions.
As a Windows system administrator, you can:
• Modify permissions assigned to any group
• Retain the default permission assignments
• Add other Windows local groups based on the needs of your work
environment

Xcelera Release 3.3 Roles Editor 2-1

2.1 About Permissions

Windows system administrators belong to the Windows Local

Administrators group for each server or servers that they maintain. The
Administrator account, created by default, is a member of the Windows
Local Administrators group and has no permissions assigned to it.
The following lists the default Xcelera groups and the kinds of permissions
assigned to them:
• PowerDoc—Permissions typically associated with physicians having high
control over clinical aspects of Xcelera
• Physician—Permissions typically associated with staff physicians
• ClinicalUser—Permissions typically associated with technologists,
sonographers, and preliminary reviewers
• Assistant—Permissions typically associated with administrative assistants
See Table 2-2 for a description of the default permission assignments for each
group.

2.1.2 Role Dependencies

When you assign a role to a group, you are prompted to confirm the
assignment of its dependent roles. Role dependencies help to further define
the tasks that specific users can perform.

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For example, a user who is permitted to amend a report must also be
permitted to finalize and save studies, and be permitted to view the report or
to view images. If you select a role that is dependent upon other roles, a
message is displayed that lists the dependent roles and prompts you to
confirm the additions.
A user’s defined set of roles determines the menu items and buttons that the
user can access in Xcelera applications. For example, a user who is assigned
the Finalize Study role can click the Finalize Study button in the Xcelera
Ultrasound Viewer application. The Finalize Study button appears dimmed
for users who do not have the Finalize Study role.

2- 2 Roles Editor Xcelera Release 3.3

 About Permissions 2.1

2.1.3 Default Role Sets

The Roles editor shows the Windows local groups on the Xcelera server that
were added through the operating system.
NOTE For more information on Windows local groups, see the Xcelera System
Administrator’s Guide.
When the user logs on to an Xcelera Ultrasound Viewer, Xcelera verifies that
the user is a member of one of the Windows local groups and then checks the
Xcelera database to determine which roles are assigned to that user’s group.
A user can belong to more than one Windows group, and therefore can have
all the roles assigned to all the groups for which he or she is a member.
Table 2-2 lists and describes the default Xcelera role sets.

Table 2-2: Default Role Sets

Role Description Default Role Dependent Roles
Assignments

PD P C A

Amend Report Amend a finalized report after it has been ✓ ✓ Finalize Study, Save Study, and
opened. View Images or View Final
Report
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Assign Clinical Groups Assign a clinical group to a patient and update ✓ View Clinical Groups
the patient's current assignments.

Configure Clinicians Create and modify clinician demographic ✓

information.

Configure Reporting Configure clinical settings related to ✓

reporting by using the Clinical Application
Configuration Manager Tool or the
Measurement Configuration Tool.

Create Cath Analysis Create LVA/QCA (option) measurements. ✓ ✓ Save Study and View Images

Create Macro Store a set of finding codes as a report ✓ Save Study, and View Preliminary
macro. Report or View Final Report

PD=PowerDoc, P=Physician, C=Clinician, and A=Assistant

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2.1 About Permissions

Table 2-2: Default Role Sets (Continued)

Role Description Default Role Dependent Roles
Assignments

PD P C A

Create Presentation Image Create AVI, BMP, or JPEG format images ✓ ✓ ✓ View Images
from a DICOM or a DSR image.

Delete Order Delete an ordered study. ✓ ✓ ✓ ✓

Delete Study or Patient Delete an entire study or all data associated ✓ Delete Order
Folder with a patient.

Emergency Access Provide access to all patient data and images ✓ View Images, or View
regardless of clinical group membership. Preliminary Report, or View
Final Report

End Session End another user's open session on a study. ✓

Export to Media Export report file (.htm, .pdf) or images ✓ ✓ ✓ Search Placed Studies or Patient
(DSR, DICOM) to media. Folders, and View Images or
View Final Report or View
Preliminary Report

Export to Network Export study data in DICOM format to ✓ ✓ ✓ Search Placed Studies or Patient
another system on the network. Folders, and View Images or
View Final Report or View
Preliminary Report

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Finalize Study Make final entries in a study report and assign ✓ ✓ Save Study, and View Images or
a final status. View Final Report or View
Preliminary Report

Import from Media Import patient and image data in DICOM or ✓ ✓ ✓ ✓ Search Unplaced Studies, and
DSR format from media such as CDs or Search Placed Studies or Patient
MODs. Folders, and View Images or
View Final Report or View
Preliminary Report

PD=PowerDoc, P=Physician, C=Clinician, and A=Assistant

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 About Permissions 2.1

Table 2-2: Default Role Sets (Continued)

Role Description Default Role Dependent Roles
Assignments

PD P C A

Import from Network Import images from another networked ✓ ✓ ✓ Search Unplaced Studies, and
DICOM Q/R system. Search Placed Studies or Patient
Folders, and View Images or
View Final Report or View
Preliminary Report

Link Patient Folders Link and unlink patient folders that represent ✓ Search Placed Studies or Patient
the same person for enterprise deployments. Folders

Manage Preferences Configure Xcelera Client/Server Settings and ✓

User Preferences

Manage System Wide Manage the creation, modification and ✓ Search unplaced Studies, and
Worklist deletion of defined worklists with access on Search Placed Studies or Patient
institution or enterprise level. Folders

Merge Study Merge studies in a Patient Folder. ✓

Modify Patient Modify patient information in a Patient ✓ ✓ ✓

Demographics Folder. Could also be used to override HIS
information.

Modify Study Information Modify study information in a Patient Folder. ✓

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Move Study Move a study to another Patient Folder. ✓ View Images, and Search Placed
Studies or Patient Folders

Order Study Order a study for a patient. ✓ ✓ ✓ ✓

Place Study View all unplaced studies and place studies in ✓ Search Unplaced Studies, View
the Patient Folder, view all Patient Folders, Images, and Emergency Access
create Patient Folders, and configure Auto
Study Placement settings in the Platform
Configuration Manager.

Print Final Report Print a final report. ✓ ✓ ✓ ✓ View Final Report

PD=PowerDoc, P=Physician, C=Clinician, and A=Assistant

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2.1 About Permissions

Table 2-2: Default Role Sets (Continued)

Role Description Default Role Dependent Roles
Assignments

PD P C A

Print Images Print images to a DICOM (film) or a paper ✓ ✓ ✓ ✓ View Images

printer.

Print Preliminary Report Print a preliminary report. ✓ ✓ ✓ View Preliminary Report

Save Study Modify an unread or preliminary study or ✓ ✓ ✓ View Images or View Preliminary
report. Report

Search Placed Studies or Search for placed studies or patient folders in ✓ ✓ ✓ ✓ View Images
Patient Folders the Search window.

Search Unplaced Studies Search for unplaced studies in the Study ✓ ✓ ✓ ✓ View Images, and Search Placed
Search window. Studies or Patient Folders

Update Clinical Groups Create, edit, and delete Clinical Groups. ✓ View Clinical Groups

View Clinical Groups View the list of all Clinical Groups and the ✓
members of each group.

View Final Report See the final report associated with a study. ✓ ✓ ✓ ✓

View Images View the images associated with a study. ✓ ✓ ✓ ✓

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View Preliminary Report See the preliminary report associated with a ✓ ✓ ✓
not finalized study.

Delete Study Content Delete partial content of a study (e.g. ✓ Save Study, View Images and
individual runs/loops). Search Placed Studies or Patient
Folders

Move Study Content Move partial content (e.g. individual runs/ ✓ Save Study, View Images and
loops) of a study to another study. Search Placed Studies or Patient
Folders

PD=PowerDoc, P=Physician, C=Clinician, and A=Assistant

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 Assigning Roles 2.2

2.2 Assigning Roles

You can modify the default roles that Xcelera assigns to each group to meet
the needs of your lab.
You can assign roles in one of three ways:
• Assign selected roles to a group.
• Assign a set of roles to a group.
• Replace the role assignments for a group with the default set of
assignments from another group.

2.2.1 Assigning Selected Roles to a Windows Group

To assign selected roles to a Windows group:
1 In the Roles editor, click the name of the group to which you want to assign
roles.
2 Select the check boxes of the roles you want to assign.
The text of the selected role appears dimmed and in italics. The Roles
column shows the number of roles assigned to the selected group.
If a role you select has dependent roles, a message is displayed that lists the
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additional roles that will be added.

3 Do one of the following:
• To include the additional role or roles, click OK.
• To continue without adding the role you initially selected or its dependent
roles, click Cancel.

Xcelera Release 3.3 Roles Editor 2-7

2.2 Assigning Roles

4 Click Apply.
A message prompts you to save the changes to the database.
5 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

2.2.2 Assigning a Set of Roles to a Windows Group

Use the following procedure to assign a set of default roles to a Windows
group. For example, to quickly assign the default role set for Assistants, you
can select the Assistants role set and automatically assign all of the roles
associated with it to another group. You can also use this procedure to assign
the same set of roles to two different groups.
To assign a set of roles to a group:
1 In the Roles editor, right-click the name of the group to which you want to
assign roles.
A menu of options is displayed.
2 Select Add Role Set to display another menu of options.

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3 Select the role set you want to add to the group.
The text of the default roles for that set appears dimmed and in italic. The
number of roles assigned to the selected group is displayed in the Roles
column of the Groups pane.
NOTE Dependent roles are automatically selected; you are not prompted to add them.
4 Click Apply.
A message prompts you to save the changes to the database.

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 Assigning Roles 2.2

5 Do one of the following:

• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

2.2.3 Replacing a Windows Group Role Set

Use the following procedure to reset the roles for the selected Windows
group to the default role set of another group. For example, if you want the
members of the Physician group to have the same level of access as the
members of the PowerDoc group, you can reset the Physician roles to
PowerDoc roles.
To replace a set of roles for a group:
1 In the Roles editor, right-click the name of the group to which you want to
reassign roles.
A menu of options is displayed.
2 Select Replace with Role Set to display another menu of options.
3 Select the role set you want to use to replace the roles of the selected group.
The text of the default roles for that set appears dimmed and in italic. The
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number of roles assigned to the selected group is displayed in the Roles

column of the Groups pane.
NOTE Dependent roles are automatically selected; you are not prompted to add them.
4 Click Apply.
A message prompts you to save the changes to the database.
5 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

Xcelera Release 3.3 Roles Editor 2-9

2.3 Clearing Roles

2.3 Clearing Roles

Use the following procedure to clear the set of roles for a group.
When you clear the roles of a selected group, you have the option of revoking
the group’s access to the Xcelera database and applications or allowing the
group to access the Xcelera database but not any Xcelera applications.
To clear role sets:
1 In the Roles editor, right-click the name of the group whose roles you want
to clear.
A menu of options is displayed.
2 Select Clear Roles.
In the Roles column of the Groups pane, a zero (0) appears for the group.
Any previously selected roles are deselected. A message at the bottom of the
window prompts you to confirm the removal of all Xcelera privileges,
including database access. The check box for revoking all access to the
Xcelera database is selected.
3 Do one of the following:
• To allow members of the group to access the Xcelera database but not any
Xcelera applications, clear the check mark.

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• To revoke all access to the Xcelera database and applications, keep the
check mark.
4 Click Apply.
A message prompts you to save the changes to the database.
5 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

2- 1 0 Roles Editor Xcelera Release 3.3

 3 User Info Editor
The User Info editor lets you manage all user accounts that are currently
configured to use the Xcelera system–even if they are not Windows users.
You can add information and configure options for Xcelera users, as well as
add information for non-users (such as ordering or referring physicians or the
person who performs a study) who may need to be referenced.
The User Info editor window includes the following three columns: Name,
Login, and Windows Group. The list items are sorted by Name and then by
Login if identical names exist. Non-users have no login or group
information.
NOTE Any user can view and access the User Info editor to determine which group they
belong to. However, you must have the Configure Clinicians role to change settings in
the User Info editor.

3.1 Before You Begin

Before you can use the User Info editor, you must create a new user account,
that is, a Windows user name and a password for each Xcelera user.
See the Xcelera System Administrator’s Guide for complete instructions.
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After you create the user accounts, you can assign those users to groups. See
Chapter 2: Roles Editor for how to assign and remove privileges to and from
groups.

3.2 Synchronizing Users

The Sync Users button simplifies the creation of new Xcelera user accounts
by querying the Windows operating system to detect any user that is a
member of one of the Xcelera groups.
NOTE The Sync Users button is only available if you are a system administrator.

Xcelera Release 3.3 User Info Editor 3-1

3.3 About Non-Users

When you click the Sync Users button, new members are then added to the
Xcelera database, and depending on their role assignments, they can access
Xcelera applications. Recently deleted members are automatically deleted
from the Xcelera database and can no longer access Xcelera applications.

3.3 About Non-Users

Non-user entries that you create are primarily used to populate the list of
referring and ordering physicians and the names of clinicians who perform
the studies in both the Work Area of a report and in the Study Order
window of the Xcelera Ultrasound Viewer.
These users do not have permission to access the Xcelera database, and may
not have permission to log on to the Windows domain that is running
Xcelera.

3.4 Adding a Non-User to the User List

To add a non-user to the user list:
1 In the User Info editor, click Add NonUser.
The Detailed Information for NonUser window is displayed.

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2 Enter the user name and information as needed:
• Name
• Phone
• Address
• Email address
3 Select one or more of the following options to indicate where this non-user’s
name should appear in the Xcelera Ultrasound Viewer:
• Ordering Physician
• Referring Physician
• Performed by

3- 2 User Info Editor Xcelera Release 3.3

 Editing Information for a Non-User or a User 3.5

4 Click Add to save the non-user information.

3.5 Editing Information for a Non-User or a

User
To edit the existing information for a non-user or a user:
1 In the User Info editor, select the name of the user or non-user you want to
edit and click Edit Demographics.
The Detailed Information window is displayed.
2 Edit the following as needed:
• Name
• Phone
• Address
• Email address
• Electronic signature file
Type the file name (for example, glenda.gif ), not the path, in the Electronic
Signature field. For more information, see "Creating an Electronic
Signature" on page 3-5.
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3 (Optional for editing users; mandatory for editing non-users) Select one or
more of the following options to indicate where the user or non-user’s name
should appear in the Xcelera Ultrasound Viewer:
• Ordering Physician
• Referring Physician
• Performed by
4 Click OK to save the user or non-user information.
5 Click Apply.
A message prompts you to save, discard, or cancel the changes.
6 Do one of the following:

Xcelera Release 3.3 User Info Editor 3-3

3.6 Deleting a Non-User

• Click Yes to save the changes

• Click No to discard the changes.
• Click Cancel to continue editing.

3.6 Deleting a Non-User

To delete a non-user from the user list:
1 In the User Info editor, select the name of the non-user you want to delete
and click Edit Demographics.
The Detailed Information window is displayed.
2 Clear the following check boxes:
• Ordering Physician
• Referring Physician
• Performed by
The OK button changes to Delete when the check boxes are cleared.
3 Click Delete to delete the non-user.
4 Click Apply.

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A message prompts you to save, discard, or cancel the changes.
5 Do one of the following:
• Click Yes to save the changes
• Click No to discard the changes.
• Click Cancel to continue editing.

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 Creating an Electronic Signature 3.7

3.7 Creating an Electronic Signature

When a user clicks Finalize in the Work Area Comments sheet of the Xcelera
Ultrasound Viewer application, Xcelera places the user’s name at the end of a
report. If the name was not entered using the System Administration
Manager User Info editor, Xcelera inserts the user’s login ID instead.
You should, therefore, enter the user’s name and other demographics into the
database.
When you specify an electronic signature file in the User Info editor, Xcelera
associates a graphics file with a user and inserts it, in addition to the user
name, at the end of a report. The graphics file is an illustration of the user’s
signature. The file type must be GIF, JPEG, or BMP.
Before you can specify an electronic signature file in the User Info editor, you
must create a graphics file of the user’s signature.
To create an electronic signature file and save it to the proper location:
1 Scan a copy of the user’s signature to create a graphics file. See your scanner’s
documentation for details.
2 Save the graphics file in the Report/Templates folder in the Xcelera
installation directory on the server.
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Xcelera Release 3.3 User Info Editor 3-5

3.7 Creating an Electronic Signature

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3- 6 User Info Editor Xcelera Release 3.3

 4 Institution Codes Editor
Use the Institution Codes editor to add, delete, and edit the codes used to
identify the institution from which a study originates. You can define the
name of the institution based on your needs. For example, the institution
name can be the name of the hospital, clinic, department, or each satellite of
a facility with multiple locations. Use the Institution Codes editor to also
define which institution is the default institution.

4.1 Adding an Institution Name and Code

Institution codes must be 16 characters or less, and the Institution Name can
be up to 64 characters in length.
To add an institution name and code to the institution list:
1 In the Institution Codes editor, click Add.
The Add Institution window is displayed.
2 Type the Institution Name and the Institution Code and click OK.
3 Click Apply.
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A message prompts you to save, discard, or cancel the changes.

4 Do one of the following:
• Click Yes to save the changes
• Click No to discard the changes.
• Click Cancel to continue editing.

Xcelera Release 3.3 Institution Codes Editor 4-1

4.2 Editing an Institution Name and Code

4.2 Editing an Institution Name and Code

Each institution must have a unique name and code.
To edit an institution name and code:
1 In the Institution Codes editor, select the institution you want to edit and
click Edit.
The Edit Institution window is displayed.
2 Edit the Institution Name and the Institution Code as needed and click
OK.
3 Click Apply.
A message prompts you to save, discard, or cancel the changes.
4 Do one of the following:
• Click Yes to save the changes
• Click No to discard the changes.
• Click Cancel to continue editing.

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4- 2 Institution Codes Editor Xcelera Release 3.3

 Deleting an Institution Name and Code 4.3

4.3 Deleting an Institution Name and Code

You can delete any institution as long as it is not the default institution. If the
institution you want to delete is specified as the default institution (indicated
with a check mark in the Default column check box), you must first specify
another institution as the default before you can delete an institution name
and code. For more information, see "Specifying the Default Institution" on
page 4-4.
To delete an institution name and code:
1 In the Institution Codes editor, select the institution you want to edit and
click Delete.
The institution name and code are deleted from the list.
2 Click Apply.
A message prompts you to save, discard, or cancel the changes.
3 Do one of the following:
• Click Yes to save the changes
• Click No to discard the changes.
• Click Cancel to continue editing.
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Xcelera Release 3.3 Institution Codes Editor 4-3

4.4 Specifying the Default Institution

4.4 Specifying the Default Institution

You can select the institution that Xcelera uses as the default institution. The
default institution is the one that is assigned to Patient Folders that are
created on the Xcelera system.

You must specify one of the institutions as the default. If there is only one
institution listed, it is automatically selected as the default. Only one
institution can be specified as the default institution.
To specify an institution as the default:
1 In the Institution Codes editor, click the Default column check box of the
institution you want to specify as the default.
2 Click Apply.
A message prompts you to save, discard, or cancel the changes.
3 Do one of the following:
• Click Yes to save the changes
• Click No to discard the changes.
• Click Cancel to continue editing.

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4- 4 Institution Codes Editor Xcelera Release 3.3

4.4 Specifying the Default Institution

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4- 5 Institution Codes Editor Xcelera Release 3.3

4.4 Specifying the Default Institution

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4- 6 Institution Codes Editor Xcelera Release 3.3

 5 Viewer Configuration Editor
Use the Viewer Configuration editor to select from a list of supported
modalities, and to select and specify the order in which the selected viewers
are presented to the Xcelera user.

5.1 About Viewers

The available viewers are based on the modality you select. For example, if
you select CT as the modality, the following viewers are displayed in the
Configured viewers list: CT Brilliant, Cath Viewer, and View Forum.
The Xcelera Main Window lets users right-click a study and select the Open
Study With menu option where they can specify which viewer to open to
view the study. When you configure viewers using the Viewing
Configuration editor, you can move viewers from the Configured viewers list
to and from the Available viewers list. Viewers that appear in the Configured
viewers list are available as selections to Xcelera users. Viewers that appear in
the Available viewers list are available as selections to you to move to the
Configured viewers list.
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Xcelera Release 3.3 Viewer Configuration Editor 5-1

5.1 About Viewers

You can also specify the order in which the Configured viewers list appears
to the Xcelera user. The viewer that is listed first is the default viewer.

Table 5-3 lists and describes the viewers by their abbreviations in the Viewer
Configuration editor.

Table 5-3: Viewer Abbreviations and Descriptions

Supported Modalities Description

CR Compound Radiography

CT Computed Tomography

DX Digital Radiography

ECG Electrocardiography

EPS Cardiac Electrophysiology

IVUS Intravascular ultrasound

MR Magnetic Resonance

NM Nuclear Medicine

OT Other

RF Radio Fluoroscopy

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US Ultrasound

XA X-Ray Angiography (Cath)

5- 2 Viewer Configuration Editor Xcelera Release 3.3

 Specifying Configured Viewers 5.2

5.2 Specifying Configured Viewers

Configured viewers are viewers that are available to the Xcelera users. To
specify a viewer or viewers as a Configured viewer, do the following:

1 In the Viewer Configuration editor, select the modality from the Supported
Modalities list.
The Configured viewers list is populated with viewers based on the modality
that you selected. All viewers that are displayed in the Configured viewers list
are available as selections to the Xcelera user.
2 Do either of the following to move viewers to and from lists:
• To remove a viewer from the list of Configured viewers, select the viewer
and click the <- button. The viewer is moved to the Available viewers list.
• To move a viewer from the list of Available viewers to the list of
Configured viewers, select the viewer and click the -> button. The viewer
is moved to the Configured viewers list.
3 To change the order in which the list of Configured viewers appears to the
Xcelera user, select the viewer and click Up or Down.
4 Click Apply.
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A message prompts you to save, discard, or cancel the changes.

5 Do one of the following:
• Click Yes to save the changes
• Click No to discard the changes.
• Click Cancel to continue editing.

Xcelera Release 3.3 Viewer Configuration Editor 5-3

5.2 Specifying Configured Viewers

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5- 4 Viewer Configuration Editor Xcelera Release 3.3

 6 Monitor Configuration Editor
Use the Monitor Configuration editor to select the monitor on which the
viewer is displayed for multiple monitor configurations.
NOTE If your configuration only consists of one monitor, you do not need to use this editor. If
your configuration consists of multiple monitors, you must use this editor to configure
the monitors.

6.1 About Monitors

Configure the monitors to define the Xcelera component that is displayed.
For example, in a dual monitor configuration, you can configure the Main
Window to display on the left monitor, and the Ultrasound Viewer to
display on the right monitor.

When you configure monitors using the Monitor Configuration editor, you
can move monitors from the Configured Monitors list to and from the
Available Monitors list. Monitors that appear in the Configured Monitors
list are available as selections to Xcelera users. Monitors that appear in the
Available Monitors list are available as selections to you to move to the
Configured Monitors list.
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You can also specify the order in which the Configured Monitors appear to
the Xcelera user.

Xcelera Release 3.3 Monitor Configuration Editor 6-1

6.2 Specifying Configured Monitors

6.2 Specifying Configured Monitors

Configured monitors are monitors that are available to Xcelera users. To
specify a monitor or monitors as a Configured Monitor, do the following:

1 In the Monitor Configuration editor, select the viewer from the Viewers list.
The Available Monitors list is populated with monitors based on the viewer
that you selected. All monitors that are displayed in the Configured Monitors
list are available as selections to the Xcelera user.
2 Do either of the following to move monitors to and from lists:
• To move a monitor from the list of Available Monitors to the list of
Configured Monitors, select the monitor and click the -> button. The
monitor is moved to the Configured Monitors list.
• To remove a monitor from the list of Configured Monitors, select the
monitor and click the <- button. The monitor is moved to the Available
Monitors list.
3 To change the order in which the list of Configured Monitors appears to the
Xcelera user, select the monitor and click Up or Down.
4 Click Apply.

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A message prompts you to save, discard, or cancel the changes.
5 Do one of the following:
• Click Yes to save the changes
• Click No to discard the changes.
• Click Cancel to continue editing.

6- 2 Monitor Configuration Editor Xcelera Release 3.3

6.2 Specifying Configured Monitors

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6- 3 Monitor Configuration Editor Xcelera Release 3.3

6.2 Specifying Configured Monitors

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6- 4 Monitor Configuration Editor Xcelera Release 3.3

 7 Auto Study Placement Editor
Use the Auto Study Placement editor to turn the automatic placement of
studies on and off in Xcelera and to configure the criteria that Xcelera uses
when automatically placing studies.
NOTE You must have the Place Study role to modify settings in the Auto Study Placement
editor.

7.1 About Auto Study Placement

When configured, Auto Study Placement verifies incoming study data and
compares it to the data in existing Patient Folders based on the Auto Study
Placement criteria. If the incoming study has an exact match to a single
Patient Folder, the study is automatically placed in that patient’s folder.
If the incoming study does not match a single existing Patient Folder, or if
multiple matches are found, the study is displayed in the Xcelera Main
Window as an unplaced study. See the Xcelera Main Window Help for more
information about assigning unplaced studies to Patient Folders.

Specifying Study Placement Criteria

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7.2
NOTE If the Auto Study Placement Criteria section is dimmed (unavailable), it indicates that
the system was not configured to use patient folders during the initial installation.
Contact your Philips Service representative if you want to use patient folders and to
enable auto study placement criteria.
To specify study placement criteria:
1 In the Auto Study Placement editor, do any of the following:
• To compare incoming studies based only on the patient’s MRN with the
MRNs of existing patients, select Patient MRN.
• To compare incoming studies based only on the patient’s last name with
the last names of existing patients, select Patient Last Name.

Xcelera Release 3.3 Auto Study Placement Editor 7-1

7.2 Specifying Study Placement Criteria

• To compare incoming studies with both the patient’s MRN and the
patient’s last name with a list of existing patients, select Patient MRN and
Patient Last Name.
• To create a new Patient Folder for incoming studies that do not have an
existing folder, select Auto Create Patient Folder.
2 (Optional) To further specify the automatic placement of incoming studies,
do any of the following:
• To compare incoming studies based on the selected Required search
criteria and on the patient’s date of birth with the date of birth of existing
patients, select Patient Date of Birth.
• To compare incoming studies based on the selected Required search
criteria and on the patient’s gender with the gender of existing patients,
select Patient Gender.
3 Click Apply.
A message prompts you to save your changes.
4 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

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7- 2 Auto Study Placement Editor Xcelera Release 3.3

7.2 Specifying Study Placement Criteria

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7- 3 Auto Study Placement Editor Xcelera Release 3.3

7.2 Specifying Study Placement Criteria

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7- 4 Auto Study Placement Editor Xcelera Release 3.3

 8 Clinical Groups Editor

Each clinical group in Xcelera consists of a set of members (clinicians) who

are permitted to access Patient Folders and studies. The Clinical Groups
editor lets you create, delete, and update clinical groups.
NOTE You must have the View Clinical Groups role to view the settings in the Clinical Groups
editor. To modify settings, you must have the Update Clinical Groups role.

The Clinical Groups editor consists of the following components:

• Default Clinical Groups
This area displays the current set of default clinical groups. The group or
groups listed in this area are automatically assigned to each new Patient
Folder created in Xcelera applications. Use the Update Default Clinical
Groups button to set the default clinical groups.
• Clinical Groups
The assignment area in the Clinical Groups pane shows the names of the
current clinical groups and the names or login names of the clinicians that
belong to the group. Click the group’s icon to show or hide the underlying
list of clinicians.
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• Active Clinicians
The Clinicians area shows the list of Xcelera users, as entered in the User
Info editor. Depending on how the information was entered in the User
Info editor, the clinician’s first and last name may be displayed, or just
their login name. For more information on setting a clinician’s name, see
"User Info Editor" on page 3-1.

Xcelera Release 3.3 Clinical Groups Editor 8-1

8.1 Setting the Default Clinical Groups

8.1 Setting the Default Clinical Groups

Any clinical group that is designated as a default clinical group is
automatically assigned when a new Patient Folder is created in the Xcelera
application or through the HIS. Members of the default clinical group or
groups are automatically permitted to view those Patient Folders and their
associated studies.

You can have multiple groups designated as the default, or you can leave the
Default Clinical Group field empty so that no groups are designated as the
default when new Patient Folders are created in Xcelera applications.

If you do not designate a default clinical group:

• Xcelera users need to manually assign a clinical group each time they
create a new Patient Folder.
• Newly created Patient Folders may only be accessible to those users with
the Emergency Access role (if a clinical group is not manually assigned
when the Patient Folder is created).
NOTE You must have the Update Clinical Groups role to set the default clinical group or
groups.

To set the default clinical group:

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1 In the Clinical Groups editor, click the Update Default Clinical Groups
button.
The Set Default Clinical Groups window is displayed. The list of available
Xcelera clinical groups is displayed in the left pane and if assigned, the
current list of default clinical groups is displayed in the right pane.
2 Do any of the following:
• To add a clinical group to the list of default clinical groups, select the
group in the left pane and click the -> button. Do this for each group you
want to add as the default.

8- 2 Clinical Groups Editor Xcelera Release 3.3

 Filtering the Clinician Display 8.2

• To remove a clinical group from the list of default clinical groups, select
the group in the right pane and click the <- button. Do this for each group
you want to remove from the default.
• To add all clinicians to the list of default clinical groups, select the group
titled ALL and click the -> button.
NOTE You can remove all clinical groups from the Default Clinical Groups list.
3 Do one of the following:
• To accept the new settings, click OK.
• If you removed all groups from the list of Default Clinical Groups, a
message prompts you to confirm there is no group specified as the default
clinical group. Click Yes.
• To discard any changes and return to the Clinical Groups editor, click
Cancel.

8.2 Filtering the Clinician Display

Use the Include Inactive Clinicians check box to filter the list of clinicians
displayed in the Clinical Groups editor. A clinician is considered inactive if
he or she was once a member of an Xcelera group but currently has no
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assigned roles. Inactive clinicians are retained in the Xcelera database for
reporting purposes.
NOTE You must have the View Clinical Groups role to filter the clinician display.

To filter the clinician display, do either of the following:

• To view all Xcelera clinicians, including inactive clinicians, select the
Include Inactive Clinicians check box. A unique icon appears with the
inactive clinicians to differentiate them from active clinicians. The title of
the pane changes from Active Clinicians to All Clinicians.
• To view only active clinicians, clear the Include Inactive Clinicians check
box.

Xcelera Release 3.3 Clinical Groups Editor 8-3

8.3 Managing Clinical Groups

8.3 Managing Clinical Groups

This section provides step-by-step instructions for creating, deleting, and
editing clinical groups. It also provides instructions for adding clinicians to
and deleting clinicians from a group.
NOTE You must have the Update Clinical Groups role to create, delete, and edit clinical
groups, and to add clinicians to groups and delete them from groups.

8.3.1 Creating a New Clinical Group

This section provides instructions for creating a new clinical group. Once
created, you can add clinicians to the group.

To create a new clinical group:

1 In the Clinical Groups editor, right-click anywhere in the Clinical Groups
pane and select New Clinical Group from the pop-up menu.
The New Clinical Group window is displayed.
2 Enter the name of the new clinical group. Enter the group description, office
address, and phone numbers, as necessary.
NOTE Each clinical group must have a unique name and can include spaces. For example,

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“ClinicalGroup1” and “Clinical Group 1” are two separate groups.
3 Do one of the following:
• To save the information for the new clinical group, click OK. For
instructions on adding clinicians to the new group, see "Adding a
Clinician to a Clinical Group" on page 8-7.
• To discard any new clinical group information entered so far and to return
to the Clinical Groups editor, click Cancel.

8- 4 Clinical Groups Editor Xcelera Release 3.3

 Managing Clinical Groups 8.3

4 Click Apply.
A message prompts you to save the changes to the database.
NOTE If you enter a name that already exists in the Xcelera database, a message notifies you
that duplicate names are not allowed.
5 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

8.3.2 Deleting a Clinical Group

Deleting a clinical group removes it from the Xcelera database. It does not
remove the clinicians, only the group or groups to which they belong.

To delete a clinical group:

1 In the Clinical Groups editor, do one of the following:
• Right-click the name of the clinical group you want to delete and select
Delete Clinical Group.
• Select the group and press Delete.
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A confirmation message is displayed.

2 Do one of the following:
• To delete the clinical group, click Yes.
• To cancel the delete operation, click No.
3 Click Apply.
A message prompts you to save the changes to the database.

Xcelera Release 3.3 Clinical Groups Editor 8-5

8.3 Managing Clinical Groups

4 Do one of the following:

• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

8.3.3 Editing a Clinical Group

This section provides instructions for editing the name, description, address,
and phone numbers for a clinical group. For instructions on adding
clinicians to and deleting clinicians from a clinical group, see "Adding a
Clinician to a Clinical Group" on page 8-7 or "Deleting a Clinician from a
Clinical Group" on page 8-8.

To edit a clinical group:

1 In the Clinical Groups editor, right-click the name of the clinical group you
want to edit and select Edit Clinical Group from the pop-up menu.
The Detailed Information window for the selected group is displayed.
2 Edit the information as needed and do one of the following:
• To save the edits to the clinical group, click OK.

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• To discard any edits and return to the Clinical Groups editor, click Cancel.
3 Click Apply.
A message prompts you to save the changes to the database.
NOTE If you enter a name that already exists in the Xcelera database, a message notifies you
that duplicate names are not allowed.
4 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

8- 6 Clinical Groups Editor Xcelera Release 3.3

 Managing Clinical Groups 8.3

8.3.4 Adding a Clinician to a Clinical Group

This section provides instructions for adding a clinician or clinicians to a
clinical group or groups.
NOTE You can add a clinician to multiple groups.

To add a clinician to a clinical group:

1 In the right pane of the Clinical Groups editor, select the name of the
clinician you want to add and drag it to the group you want to add him or
her to in the left pane of the editor.
TIP You can select multiple clinicians at one time.
• To select noncontiguous clinicians, press and hold the Ctrl key while clicking each
clinician.
• To select all of the clinicians that are listed together, click the first clinician and
then press and hold the Shift key while clicking the last clinician. All of the clinicians
between the first and last are included in the selection. You can drag the entire
selection to the group.

NOTE To list all clinicians in the Clinicians pane, select the Include Inactive Clinicians check
box.
The clinician’s name (or login name) is displayed under the clinical group to
which it was added.
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2 Repeat step 1 to add additional clinicians to clinical groups.

3 Click Apply.
A message prompts you to save the changes to the database.
4 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

Xcelera Release 3.3 Clinical Groups Editor 8-7

8.3 Managing Clinical Groups

8.3.5 Deleting a Clinician from a Clinical Group

This section provides instructions for deleting a clinician from a clinical
group. The clinician is only deleted from the group, not the database. The
clinician may still be a member of other groups. Inactive clinicians are
automatically displayed under the group or groups for which they are
members.
To delete a clinician from a clinical group:
1 In the left pane of the Clinical Groups editor, double-click the name of the
group that includes the clinician you want to delete.
The group’s members are displayed.
2 Right-click the name of the clinician that you want to delete from the group,
and select Delete Clinician.
A message prompts you to confirm the deletion.
3 Repeat steps 1 and 2 for each clinician you want to delete from a clinical
group.
4 Click Apply.
A message prompts you to save the changes to the database.
5 Do one of the following:

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• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

8- 8 Clinical Groups Editor Xcelera Release 3.3

 9 Patient Security Editor
The Patient Security editor lets you control clinical access to each patient in
the Xcelera database, depending on the roles that are assigned to you.
For more information on roles, see "Roles Editor" on page 2-1.

9.1 Viewing Clinical Group Access to Patients

Use the Patient Security editor to search for patients by their name or by
their Medical Record Number (MRN).
NOTE Depending on the role or roles assigned to you, you may only be able to view patients
to which you have access. If you have the Emergency Access role, you can choose to
view all patients in the database regardless of their clinical relationship to you.
To view clinical group access by a patient’s name or MRN:
1 In the Search for field, enter the patient’s last name or MRN. If you enter the
first few characters of the patient’s last name or the first few characters of the
MRN, a list of Patient Folders that begin with those characters appears. To
view a list of all Patient Folders in Xcelera, enter an asterisk (*) in the Search
for field.
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NOTE If you do not have the Assign Clinical Groups role, you are cannot change the clinical
groups to which a patient is assigned. You can override this limitation by selecting the
Emergency Access check box. Note that the system logs the use of the Emergency
Access.
2 In the by field, select Last Name, First, or MRN to specify the search criteria
and then click Search Now to start the search.
Xcelera lists all patients that match your search criteria.
3 Double-click the patient’s MRN or name to view the clinical group or groups
assigned to the patient.

Xcelera Release 3.3 Patient Security Editor 9-1

9.2 Controlling Clinical Group Access to Patients

9.2 Controlling Clinical Group Access to

Patients
Use the Patient Security editor to permit and restrict clinical group access to
patients. Each patient should have at least one clinical group assigned to it.
Otherwise, the patient will be inaccessible to all clinical groups except during
emergency access.
NOTE You must have the Assign Clinical Groups role to control clinical group access to
patients.
To control clinical group access to a patient:
1 In the Search for field, enter the patient’s last name or MRN. If you enter the
first few characters of the patient’s last name or the first few characters of the
MRN, a list of Patient Folders that begin with those characters appears. To
view a list of all Patient Folders in Xcelera, enter an asterisk (*) in the Search
for field.
NOTE If you have the Emergency Access role assigned to you, select the Emergency Access
check box to search for all patients that match the search criteria, regardless of their
clinical relationships.
2 In the by field, select Last Name, First, or MRN to specify the search criteria
and then click Search Now to start the search.

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Xcelera lists all patients that match your search criteria.
3 Click the icon next to the patient’s MRN or name to view the clinical group
or groups assigned to the patient.
4 Do any of the following:
• To add a clinical group or groups to a patient, click the group name in the
Clinical Groups pane and drag it to the patient’s MRN.
• To remove a clinical group from a patient, select the clinical group
assigned to the patient and press Delete. Xcelera prompts you to confirm
the deletion. Click Yes to delete the clinical group, or click No to cancel
the delete operation.

9- 2 Patient Security Editor Xcelera Release 3.3

 Controlling Clinical Group Access to Patients 9.2

NOTE To remove the only clinical group assigned to the patient, select the clinical group and
press Delete. Xcelera prompts you to confirm the operation. Click Yes to delete the
only clinical group, or click No to cancel the delete operation.

5 Click Apply.
A message prompts you to save the changes to the database.
6 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.
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Xcelera Release 3.3 Patient Security Editor 9-3

9.2 Controlling Clinical Group Access to Patients

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9- 4 Patient Security Editor Xcelera Release 3.3

 10 Hospital Information System
Editor
The HIS editor is only available if your site purchased XceleraConnect, a
server-based link between the HIS and Xcelera. Patient demographics and
study by ordering information are automatically transferred from the HIS to
Xcelera using an HL7 interface.
With XceleraConnect properly configured, the HIS editor lets you:
• Specify the XceleraConnect server so that users can query the HIS from
the Search For a Patient Folder window in the Xcelera Ultrasound
Viewer.
• Instruct Xcelera on which institution to associate with Patient Folders’
Medical Record Numbers (MRNs) that are generated on Xcelera instead
of on the HIS.
• Merge two groups of MRNs together into one institution to prevent
duplicate MRNs.
NOTE You must have Administrator privileges to view, access, and change any settings in the
HIS editor.
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The HIS has these important features:

• An Xcelera user can query the HIS for Patient Folders, in addition to the
Xcelera database, when searching for Patient Folders or studies.
• The HIS automatically updates Patient Folders and creates orders.
Xcelera is connected to the HIS through XceleraConnect. XceleraConnect is a
separate product from Xcelera.
The system administrator and your Philips representative enable
communication with the HIS by using the System Administration Manager.
The Philips representative must also configure XceleraConnect to receive
patient information and orders from the HIS and forward them to Xcelera.
NOTE When HIS is enabled, the HIS_patients button is displayed in the Place Study window.

Xcelera Release 3.3 Hospital Information System Editor 10-1

10.1 Enabling or Disabling the HIS Interface

In Xcelera, each patient is uniquely identified by his or her MRN. When

Xcelera is connected to an HIS, the HIS provides the institution name along
with the MRN. The institution name is not visible to Xcelera users; it is used
only internally to identify the institution from which the MRN originated.

10.1 Enabling or Disabling the HIS Interface

To enable or disable the HIS interface:
1 In the HIS editor, select the HIS Enabled check box to configure Xcelera to
interface with an HIS.
2 Verify that the Interface Server field displays the name of the server that is
running the XceleraConnect software. If it does not, enter the name.
As long as the XceleraConnect is properly configured, Xcelera Ultrasound
Viewer users can select the HIS check box to query the HIS.
3 Click Apply.
A message prompts you to save your changes.
4 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.

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• To continue editing, click Cancel.

1 0- 2 Hospital Information System Editor Xcelera Release 3.3

 Prioritizing Institutions 10.2

10.2 Prioritizing Institutions

Only one patient’s MRN can appear in a report generated from the Xcelera
application. In some cases, a patient may have more than one MRN. For
example, Hospital ABC may assign an MRN to the patient, and Hospital
XYZ may assign a different MRN to the same patient. Prioritizing the
institution specifies which institution has the higher priority when
determining which MRN to use. The MRN that is associated with the
highest priority institution for that patient is displayed on the report.
As new institutions arrive from the HIS, they are automatically added to the
end of the list and therefore have the lowest priority in determining which
MRN to use in the report if the patient has more than one MRN.
NOTE To change the priority of an MRN, use the Manage MRN editor in the Patient Folder
of the Main Window application. For more information, see the Main Window Help.
To prioritize institutions:
1 In the Institution field of the HIS editor, select the name of the institution
and drag it to where you want it in the list.
NOTE Institutions at the top of the list have a higher priority over those lower in the list.
2 Click Apply.
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A message prompts you to save your changes.

3 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

Xcelera Release 3.3 Hospital Information System Editor 10-3

10.2 Prioritizing Institutions

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1 0- 4 Hospital Information System Editor Xcelera Release 3.3

 11 Remote Location Editor
Use the Remote Location editor to add, delete, and edit remote reporting
locations.
The Remote Reporting feature lets physicians view the study from a remote
location and perform reporting tasks on the study. This feature is useful for
sending the study to a remote location such as another hospital, clinic, office
or a home office. It is also useful when a study requires the expertise of
another reading physician who can view the study and report from their
remote location.
NOTE Using the Remote Reporting feature requires the Remote Reporting license. Contact
your system administrator for more information.

11.1 Adding a New Remote Location

NOTE Before adding a new remote location, make sure that the remote system is configured
for shared access. For more information, contact your system administrator.
To add a new remote location:
1 In the Remote Location editor, click Add. The Remote Location dialog box
is displayed.
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2 Enter the following information:

• Enter the Location Name. For example, if the remote location is a
physician’s home office, you enter Home Office.
• In the Settings section, enter the Uniform Naming Convention (UNC)
path for the Cache Location. The format is:
\\machine_name\share_name
Where, the machine name is the actual network machine name that has the
cached files.
NOTE The Cache service machine name is extracted from Cache Location UNC path and it is
not editable.
• Enter the Maximum cache size and Minimum cache size in MB.

Xcelera Release 3.3 Remote Location Editor 11-1

11.2 Editing the Remote Location

NOTES The Maximum cache size must be at least 1000 MB larger than the Minimum cache
size, and the Minimum cache size cannot be less than 100 MB.

When the cache exceeds its maximum size, it is automatically purged by deleting the
oldest studies first until the purging reaches the minimum size.
3 Click OK.
4 Click Apply.
A message prompts you to save your changes.
5 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

11.2 Editing the Remote Location

To edit an existing remote location:
1 In the Remote Location editor, select the location you want to edit and click
Edit. The Remote Location dialog box is displayed.
2 Edit the information as needed and click OK. For details about each item in

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the Remote Location dialog box, see "Adding a New Remote Location" on
page 11-1.
3 Click Apply.
A message prompts you to save your changes.
4 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.

1 1- 2 Remote Location Editor Xcelera Release 3.3

 Deleting a Remote Location 11.3

11.3 Deleting a Remote Location

To delete an existing remote location:
1 In the Remote Location editor, select the location you want to delete and
click Delete. A message is displayed prompting you to confirm the deletion.
2 Do one of the following:
• To delete the location, click Yes.
• To cancel the deletion, click No
3 Click Apply.
A message prompts you to save your changes.
4 Do one of the following:
• To save your changes, click Yes.
• To discard your changes, click No.
• To continue editing, click Cancel.
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Xcelera Release 3.3 Remote Location Editor 11-3

11.3 Deleting a Remote Location

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1 1- 4 Remote Location Editor Xcelera Release 3.3

 Index

A - adding to clinical groups 8-7

- deleting from groups 8-8
Active clinicians 8-1
- filtering the display 8-3
Adding
Configurable options 1-2
- clinicians 8-7
Configured viewers, specifying 5-3
- institution names and codes 4-1
Creating
- institutions 4-1
- electronic signature files 3-5
- non-users 3-2
- new clinical groups 8-4
Applying changes 1-5
Assigning
- replacement role sets 2-9 D
- role sets to groups 2-8
Default Clinical Groups 8-1
- selected roles to groups 2-7
Default clinical groups, setting 8-2
Assistant group 2-2
Default institution, specifying 4-4
Auto Study Placement editor 7-1
Deleting
- clinical groups 8-5
C - clinicians from clinical groups 8-8
- institutions 4-3
Cache size 11-2
- non-users 3-4
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Changing editors 1-5

Disabling HIS interface 10-2
Clearing role sets 2-10
Clinical groups
- adding clinicians 8-7 E
- controlling access to patients 9-2
Editing
- creating new 8-4
- clinical groups 8-6
- deleting 8-5
- institution names 4-2
- deleting clinicians 8-8
- user and non-user information 3-3
- editing 8-6
Editors
- editor 8-1
- Auto Study Placement 7-1
- setting default 8-2
- changing 1-5
- viewing access to patients 9-1
- Clinical Groups 8-1
ClinicalUser group 2-2
- Hospital Information System (HIS) 10-1
Clinicians
- Institution Codes 4-1

Xcelera Release 3.3 Index-1

- Monitor Configuration 6-1 M
- Patient Security 9-1
Microsoft Windows Local Groups 2-1
- Roles 2-1
Monitor Configuration editor 6-1
- User Info 3-1
Monitors, specifying configured 6-2
- Viewer Configuration 5-1
Electronic signature files, creating 3-5
Enabling N
- auto study placement 7-1
Non-users
- HIS interface 10-2
- about 3-2
Exiting System Administration Manager 1-4
- adding 3-2
- deleting 3-4
G - editing information 3-3
Groups
- assigning role sets 2-8 O
- assigning selected roles 2-7
Ordering Physician check box 3-2, 3-3, 3-4
- Assistant 2-2
Overview 1-1
- ClinicalUsers 2-2
- Physicians 2-2
- PowerDoc 2-2 P
- replacing role sets 2-9
Patient security
- editor 9-1
H - viewing access to patients 9-1

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Patients
HIS editor 10-1
- controlling group access 9-2
HIS interface, enabling and disabling 10-2
- viewing group access 9-1
Performed by check box 3-2, 3-3, 3-4
I Physician group 2-2
PowerDoc group 2-2
Institution Codes editor 4-1
Privileges. See Roles editor.
Institutions
- deleting 4-3
- editing names and codes 4-2 R
- specifying default 4-4
Referring Physician check box 3-2, 3-3, 3-4
Remote Location editor 11-1
Roles
- assigning selected to groups 2-7

I n d e x -2 Xcelera Release 3.3

 - assigning sets to groups 2-8
- clearing 2-10
- default sets 2-3
- dependencies 2-2
- replacing for a group 2-9
Roles editor 2-1

S
Studies
- enabling auto placement 7-1
- specifying auto placement criteria 7-1
System Administration Manager
- applying changes 1-5
- changing editors 1-5
- starting and exiting 1-4

U
User Info editor 3-1

V
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Viewer Configuration editor 5-1

Viewer, specifying configured 5-3

Xcelera Release 3.3 Index-3

 Philips Medical Systems

I n d e x -4 Xcelera Release 3.3

Philips Healthcare is part of
Royal Philips Electronics

www.philips.com/healthcare
[email protected]

Manufacturing address
Philips Medical Systems Nederland B.V.
Veenpluis 4-6
5684 PC Best
The Netherlands

This Medical Device meets the provisions of the transposition of

the Medical Device Directive 93/42/EEC within the country of
origin of the Notified Body concerned with the device.

4522 170 18571 * 2012

© Koninklijke Philips Electronics N.V. 2012

All rights are reserved. Reproduction or transmission in whole or in part, in any form or by any means, electronic,
mechanical or otherwise, is prohibited without the prior written consent of the copyright owner.