Home Diagnostics, Inc. Getting Started 1 · • SmartData™ Cable, • SmartData™ Cable Driver...

Home Diagnostics, Inc. Getting Started • 1

TrackRecord™ Data Management Software Getting Started • 3

TABLE OF CONTENTS

Getting Started 5

Welcome ............................................................................................... 5 Install ..................................................................................................... 6

Install SmartData™ Cable ........................................................................................... 6 Install TrackRecord™ Data Management Software .................................................... 7 Setup TrackRecord™ DMS Software ....................................................................... 11 Uninstall .................................................................................................................... 15

Using the TrackRecord™ DMS 16

Beginning the TrackRecord™ DMS .................................................... 16

Patient Management 18

Managing Patients .............................................................................. 18 Configuring TrackRecord™ DMS User Mode ......................................................... 18 Adding a New Patient ................................................................................................ 21 Patient Information .................................................................................................... 23 Doctor / Insurance ..................................................................................................... 24 Healthcare .................................................................................................................. 25 Medication ................................................................................................................. 30 Schedule .................................................................................................................... 33 Meter Results ............................................................................................................. 34

Results 36

Downloading Results From a Meter .................................................... 36 Connecting to Meter .................................................................................................. 36 Connecting SmartData™ Cable to Computer ........................................................... 36 Connecting SmartData™ Cable to Meter .................................................................. 37 Initiating a Download ................................................................................................ 38 Reviewing Downloaded Results ................................................................................ 48

Entering Manual Results ..................................................................... 49 Adding a Result ......................................................................................................... 49 Editing a Result ......................................................................................................... 54 Deleting a Result ....................................................................................................... 55

Reports 56

Tips on Getting Good Reports............................................................. 56 Report Types....................................................................................... 57

Summary Report ........................................................................................................ 57 Log Book Report ....................................................................................................... 58 Conformance Report ................................................................................................. 59 Glucose Trend Report ................................................................................................ 60 Extended Log Book Report ....................................................................................... 61

Creating a Report ................................................................................ 62 Choosing Meter Results ............................................................................................ 62 Running a Report ....................................................................................................... 68

4 • Getting Started Home Diagnostics, Inc.

System Settings 76

System, Patient and Schedule Settings .............................................. 76 System Settings ......................................................................................................... 77 New Patient Settings.................................................................................................. 85 Default Schedule ....................................................................................................... 87

File/Options/Help 88

Menu Choices ..................................................................................... 88 File ............................................................................................................................. 88 Options ...................................................................................................................... 89 Help ........................................................................................................................... 90

Technical Support 91

Contact Information ............................................................................. 91


Getting Started Welcome

Welcome to the TrackRecord™ Data Management Software. This program allows home users, Doctors and Healthcare Professionals to manage blood glucose results. This program also assists Doctors and Healthcare Professionals in the review, analysis, and evaluation of blood glucose test results to aid in diabetes management.

The TrackRecord™ Data Management Software can:

• Manage glucose results,

• Download test results from compatible Home Diagnostics, Inc. meters,

• Help quickly identify glucose readings that are too high or too low,

• Help identify meal related concerns,

• Help identify results within, above, or below target blood glucose levels.

The TrackRecord™ Data Management Software Kit contains:

• TrackRecord™ Data Management Software CD,

• Instruction Manual for TrackRecord™ Data Management Software,

• SmartData™ Cable,

• SmartData™ Cable Driver Installation CD with instructions.

If any of the items listed above are missing from the Kit, contact Technical Services at 1-800-803-6025 for a replacement.

Items needed that are not included in the Kit:

• Computer with:

• Pentium III or higher,

• Windows operating system XP or Vista

• USB port,

• CD-ROM drive,

• Home Diagnostics, Inc. meter with upload capability (see meter Owner’s Booklet for information on data upload capability) or logbook with results.


Install Install SmartData™ Cable

1. Remove SmartData™ Cable Driver Installation CD from jewel case. 2. Insert the CD, label side up, into the CD-ROM in the computer. Close the

CD-ROM drive. 3. Right click on “Start” at the bottom left of the computer screen and click on

“Explorer”. Go to the CD-ROM drive and double click on the file “preinstaller.exe” to begin the install. More information on installing the SmartCable™ driver is found in the SmartCable™ Instructions for Use.

4. Press “Finish”. 5. Remove CD from CD-ROM drive and replace in jewel case. 6. Locate the USB port on the computer and plug in the SmartData™ Cable.

Connecting the USB SmartData™ Cable

7. Found New Hardware Wizard screen appears. 8. Click “No” and “Next”. 9. Click “Automatically find software” and “Next”. 10. Click “Finish”


Install TrackRecord™ Data Management Software 1. Remove the TrackRecord™ Data Management Software CD from the jewel

case. 2. Insert the CD, label side up, into the CD-ROM in the computer. Close CD-

ROM drive. 3. The install program automatically starts.

Note: If the install program does not immediately start, right click on “Start” at the bottom left of the computer screen and click on “Explorer”. Go to the CD-ROM drive and double click on the file “Setup.exe” to begin the install.

Note: To cancel the setup at any time, click “Cancel” on the screen.

4. The Choose Setup Language box appears. Click “OK” for English”. For Spanish, click on the arrow to access the drop down menu and highlight “Spanish”. Click “OK”.

Choose Setup Language Screen

5. The InstallShield Wizard screen appears.

InstallShield Wizard Screen


After a few moments, the TrackRecord Data Management Software – InstallShield Wizard screen appears. Click “Next” to begin setup.

TrackRecord Data Management Software – InstallShield Wizard Screen

6. The License Agreement screen appears. Use the scroll bar on the right side to read the entire agreement. Click “Print” if a paper copy of the agreement is needed. Click “Yes”.

Note: If “No” is clicked, setup closes and program is not installed. If “Back” is clicked, the previous screen is shown

.

License Agreement Screen


7. The Choose Destination Location screen appears. The install saves the program in the C drive under Program Files/Home Diagnostics/TrackRecord DMS. Click “Next”.

Note: If the program is to be stored in another file location, click “Browse” and choose where the program is to be saved.

Choose Destination Location Screen

8. The Setup Status screen appears and indicates the progress of the file install.

Setup Status Screen


9. When the program is finished with the install, the InstallShield Wizard Complete screen appears.

In the middle of the screen is a checked box beside “Launch TrackRecord DMS when Finished”. If working with the TrackRecord™ DMS program immediately after installation, leave box with the check mark. TrackRecord DMS program opens immediately after clicking “Finish”.

If not working with the TrackRecord™ DMS program immediately after installation, remove the check mark by clicking once on the box. TrackRecord™ DMS program will not open immediately after clicking “Finish”.

Note: To work with TrackRecord™ DMS program later, click on TrackRecord icon on desktop or click “Start” and then “Programs”. Click on “Home Diagnostics, Inc” and then “TrackRecord DMS” to launch program.

InstallShield Wizard Complete Screen

10. TrackRecord™ DMS program is installed and ready for setup.


Setup TrackRecord™ DMS Software When opening TrackRecord™ DMS program for the first time, the Setup screen appears. Read and follow Steps 1, 2, and 3.

Setup Screen

Step 1 Use the drop down menu to highlight the correct User Mode. “Multiple – Office, Clinic, etc” is used when there will be more than one patient entered into TrackRecord™ DMS. “Single – Home User” is used when there will be one patient entered into TrackRecord™ DMS.

Setup Screen – Step 1


Note: If “Skip, Setup Later” is clicked, TrackRecord™ DMS starts at the Main Menu screen. The User Mode defaults to “Multiple – Office, Clinic, etc.” and the meter data port is not configured for uploading of results. The User Mode may be changed by clicking the System Settings icon on the Main Menu screen. See System Settings for more information.

Step 2 Click “Meter Connection”. The Meter Quick Setup screen appears.

Note: SmartData™ Cable driver must be installed before Step 2 can be completed.

Note: Meter does not have to be turned on to start upload.

Setup Screen – Step 2

Meter Quick Setup Screen


Follow the three steps on the Meter Quick Setup screen. After clicking “Setup”, the Meter Quick Setup screen shows “Detecting Meter”.

Note: For connecting the SmartData™ Cable to the computer and the meter, see Install, Install SmartData™ Cable.

Meter Quick Setup Screen “Detecting Meter”

If the cable and meter are connected correctly, the Setup screen shows “Setup Complete”.

Setup Screen “Setup Complete”

If the cable and/or the meter are not connected correctly, the Meter Quick Setup screen shows “Meter Not Detected”.


Meter Quick Setup Screen “Meter Not Detected”

Unplug the cable from the meter and the computer and plug back in. Click “Setup”. If the Meter Quick Setup screen appears again with Meter Not Detected, contact Technical Services at 1-800-803-6025.

Step 3 After the User Mode is chosen and the Meter Setup is complete, click “Finish”. The TrackRecord™ DMS program goes to the Main Menu screen.

Setup Screen –Step 3

If “Skip, Setup Later” is clicked, TrackRecord™ DMS starts at the Main Menu screen. The User Mode defaults to “Multiple – Office, Clinic, etc.” and the meter data port is not configured for downloading of results. The User Mode may be changed by clicking the System Settings icon on the Main Menu screen. See System Settings for more information. The meter data port may be configured later. See Downloading Results section for more information.

Note: If there are any problems with the installation of the TrackRecord™ Data

Management Software, contact Technical Services at 1-800-803-6025.


Note: Consult a Doctor or Diabetes Healthcare Professional about using this software to help manage patient’s diabetes. Always ask a Doctor or Diabetes Healthcare Professional when there is a question about the patient’s diabetes care plan.

Home Diagnostics, Inc. does not recommend accessing or altering the database of the TrackRecord™ Data Management System Program. Home Diagnostics, Inc. will not be liable for data manipulated outside of this program.

Uninstall If the database is to be saved, be sure to move the database file (TrackRecord.mdb) found in the TrackRecord DMS program folder to a safe storage area on the PC. See File/Options/Help, Options for more information on saving and restoring data.

1. Click on “Start” at the lower left of the computer screen. 2. Click on “Settings” and “Control Panel”. 3. Click on “Add/Remove Programs”. 4. Find and highlight the TrackRecord™ Data Management Software Program

and click “Remove”. 5. Follow the Uninstall Instruction Wizard.

Note: If the TrackRecord™ Data Management System program is to be re-installed into the computer, reboot the computer before re-installation.

16 • Using the TrackRecord™ DMS Home Diagnostics, Inc.

Using the TrackRecord™ DMS Beginning the TrackRecord™ DMS

If a TrackRecord™ Data Management Software icon is on the Desktop, double click on the icon.

TrackRecord™ Icon

Note: If there is no TrackRecord icon on the desktop, click on “Start” at the lower left of the computer screen. Go to “Programs”, find “Home Diagnostics” and click on “TrackRecord™ Data Management Software”.

TrackRecord™ DMS opens to the Home Page and then automatically goes to the Main Menu screen.

Home Page

Note: The Home Page shows if the system has been idle for more than 10 minutes of inactivity. Click on the screen and the last screen that was showing appears.

TrackRecord™ Data Management Software Using the TrackRecord™ DMS • 17

The Main Menu screen contains five icons: Download Results, Patient Management, System Settings, Reports, and an internet link to the Home Diagnostics, Inc. website.

Main Menu Screen

- Transfer results from a Home Diagnostics meter with upload capabilities to the TrackRecord™ DMS.

- Add new patients, patient information, view patient information, edit patient information, delete patient. Add, delete, edit results manually, set schedule for mealtimes and bedtimes.

- Customize profiles for time/date formats, meter com port, set default schedule for mealtimes and bedtimes, set default favorite report, set units of measure, set result type.

- Print reports such as a summary report, log book report, conformance report, glucose trend report, and extended log book report.

18 • Patient Management Home Diagnostics, Inc.

Patient Management Managing Patients

Configuring TrackRecord™ DMS User Mode Note: If the User Mode was chosen in the Setup screen, skip to Adding a New

Patient in this section. Note: Meter does not have to be plugged into the SmartData™ Cable when

managing patients.

If the User Mode was not chosen in the Setup screen and “Skip, Setup Later” was clicked, the User Mode must be setup before entering patient information or downloading results.

Configure for Single Patient

If there will only be one patient, it is recommended to switch to the “Single” mode. This reduces the number of clicks to perform many functions within the program. To switch the user mode to “Single”:

1. From the Main Menu screen, click on the “System Settings” icon.

Main Menu Screen – System Settings

TrackRecord™ Data Management Software Patient Management • 19

2. Use the drop down menu for the User Mode to highlight “Single”.

System Settings Screen – User Mode

3. Click “Back” on the right toolbar.

System Settings – Back

4. The Main Menu screen appears. TrackRecord™ DMS is now configured for only one patient.


Configure for Multiple Patient If the system will be used for more than one patient, it is recommended to set the User Mode to “Multiple – Office, Clinic, etc.”. This allows adding, viewing, deleting, and finding more than one patient. Follow the steps for Configure for Single Patient but choose “Multiple – Office, Clinic, etc.” for the User Mode instead of “Single”. The TrackRecord™ DMS will be configured for multiple patients.

Note: If “Skip, Setup Later” is clicked in the Setup screen during installation, the User Mode defaults to “Multiple – Office, Clinic, etc.”. The User Mode may be changed at any time, but if “Single” User Mode is chosen and multiple patients have been entered in the system, only the first patient entered can be viewed. The User Mode must be on “Multiple – Office, Clinic, etc.” to add a new patient or to view, change, or delete patients previously entered in the system.


Adding a New Patient To add a new patient, click the Patient Management icon on the Main Menu screen.

Main Menu Screen – Patient Management

• For Single User Mode The Patient Information screen appears.

Patient Information Screen


For Multiple User Mode The Patient Management search screen appears. Click on “Add Patient”. The Patient Information screen appears.

Patient Management Screen- Search



Patient Information On the Patient Information screen, begin by typing in a unique identifying number for the patient, such as a social security number or a patient ID number.

Note: Single User Mode does not have a Patient ID number.

The fields listed in BOLD (FIRST NAME is in first block, last name, street address, and city) must be entered. Middle initial, Gender, Date of Birth, State, Postal Code, Country, Phone, and email address is optional.


Note: If required information on a patient is not entered, clicking on another icon in the right tool bar prompts a warning message to appear. Click “OK” to return to the Patient Information screen to enter the required information.

Warning Message for Missing Data


Doctor / Insurance Click the Doctor / Insurance tab on the Patient Information screen. Information on this screen is not required. Type in doctor information, diabetes educator information, primary insurance information and secondary insurance information. All information on this page is optional.

Doctor / Insurance Screen


Healthcare Click the Health Care tab on the Patient Information screen. The Health Care screen appears. Fields entered on this tab reflect the results that are viewed in the program and how the reports are printed. Setting choices on this screen affect the information printed on the reports and the way results are viewed on the Meter Results tab.

Health Care Screen

Click on the drop down menu next to “Diabetes Type”. Click on the diabetes type (unknown, type I, type II, or gestational) for the patient.

Health Care Screen – Diabetes Type


Click on the drop down menu next to “Insulin Requiring”. Click on if patient requires insulin or not (Yes or No).

Health Care Screen – Insulin Requiring

Click on the drop down menu next to “Insulin Delivery”. Click on the insulin delivery type (none, pump, or injections) used.

Health Care Screen – Insulin Delivery


Click on the drop down menu next to “Glucose Units”. Click on the glucose units of measure (mg/dL or mmol/L) used for results.

Health Care Screen – Glucose Units

Click on the drop down menu next to “Result Type”. Click on result type (whole blood or plasma) used for results.

Health Care Screen – Result Type


Note: The results stored in the meter are recalculated to the values chosen in this screen for the reports. If it is not known which unit of measure or result type to choose, check with Doctor or Diabetes Healthcare Professional.

WARNING! Check meter Owner’s Booklet and Test Strip Instructions for Use

for more information about using alternate site sampling. Click on the drop down menu next to “Primary Test Method”. Click on primary test method (fingerstick or alternate site) used.

Health Care Screen – Primary Test Method

WARNING! Check to make sure all the fields on the Health Care screen are correct before continuing.


Enter glucose target ranges (before meal, after meal, overall target, and hypoglycemic) for the patient.

Health Care Screen – Glucose Target Ranges

Note: Glucose Target Ranges are set by the Doctor or Diabetes Healthcare Professional.

WARNING! Check with your Doctor or Healthcare Professional before making

any changes to diet or medications.


Medication Click the Medication tab on the Patient Information screen. The Medication screen appears. On this screen, any medications, including insulin, may be added for reference.

Medication Screen

Add Insulin Click on “Add Insulin”.

Medication Screen

Note: Insulin also may be deleted by clicking “Delete Insulin”, clicking on the insulin on the next screen, and clicking “OK”.


The Add Insulin screen appears. Click on the insulin type to highlight and click “OK”. If name is not listed, click on the Additional Insulin box and type in the name.

Add Insulin Screen

Note: More than one insulin type may be added at the same time. To add more than one insulin type from the list, press and hold the Ctrl button while clicking on the insulin name. Release the Ctrl button and click “OK” when finished.

Add Medications Click on “Add Medication” to add any other medications other than insulin.

Medication Screen


Note: Medications also may be deleted by clicking “Delete Medication”, clicking on the medication on the next screen, and clicking “OK”.

The Add Medication screen appears. Click on the name of the medication and click “OK”. If medication name is not listed, click on the Additional Medication box and type in the name.

Add Medication Screen

Note: More than one medication may be added at the same time. To add more than one medication from the list, press and hold the Ctrl button while clicking on the medication name. Release the Ctrl button and click “OK” when finished.


Schedule Click on the Schedule tab on the Patient Information screen. The Schedule screen appears.

Schedule Screen

Enter meal time ranges and working / nonworking days. When downloading from meters, results are added to the proper time slots if the meter time and date has been programmed correctly. The default ranges are as follows:

Working Days Non-Working Days

From Until From Until

Breakfast

Pre 6:00 AM 8:59 AM 7:30 AM 9:59 AM

Post 9:00 AM 10:59 AM 10:00 AM 11:29 AM

Lunch

Pre 11:00 AM 1:59 PM 11:30 AM 2:29 PM

Post 2:00 PM 4:59 PM 2:30 PM 5:29 PM

Dinner

Pre 5:00 PM 7:59 PM 5:30 PM 7:59 PM

Post 8:00 PM 9:59 PM 8:00 PM 9:59 PM

Night 12:00 AM 5:59 AM 12:00 AM 7:29 AM

Working Days: Mon, Tues, Wed, Thu, Fri Non-Working Days: Sun, Sat

Note: See your meter Owner’s Booklet on how to set the date and time.


Meter Results Click on the Meter Results tab on the Patient Information screen. The Meter Results screen appears.

Meter Results Screen

The first box shows the meters with their serial numbers from which results have been downloaded. The second box shows results with the date, time, timeslot (from Schedule screen) and if the result is a control result or a manually entered result. Results that are entered manually are marked with a checkmark under the Manual column. Control results are marked with a checkmark under the Control column.



Results may be sorted by date, time, and result for viewing by clicking on the header of the column.

To see results from particular meters (or Manual Entry), a check mark must be in the box next to the meter (or Manual Entry) in the first box. Checkmarks may be removed by clicking on the box.

Meter Results Screen – Meter Box and Headers

36 • Results Home Diagnostics, Inc.

Results Downloading Results From a Meter

Download results to TrackRecord™ DMS from any Home Diagnostics meter that features upload capability (see meter’s Owner’s Booklet to find out if the meter has upload capability).

Connecting to Meter Before initiating a download, the meter must be connected to the computer that is running the TrackRecord™ DMS program. Connect the meter to the computer by using a USB SmartData Cable.

Note: SmartData™ Cable drivers must be installed before using the download feature. For more information, see the SmartData™ Cable User’s Manual.

Connecting SmartData™ Cable to Computer Locate the USB port on the computer and plug in the SmartData™ Cable.

Connecting the USB SmartData™ Cable

TrackRecord™ Data Management Software Results • 37

Connecting SmartData™ Cable to Meter Once the SmartData™ Cable has been plugged into the computer, connect the SmartData™ Cable to the meter.

Connecting the Prestige IQ™ Meter

Connecting the TrueTrack™ Meter


Initiating a Download Once the meter and the computer are connected to the SmartData™ Cable, start the TrackRecord™ DMS program (see Beginning the TrackRecord™ DMS). The Main Menu screen appears. Begin the download by clicking on the Download Results icon from the Main Menu screen.

Main Menu Screen

If on the Patient Information screen, begin the download by clicking on the Download Results icon.



If the Download Results icon from Main Menu is chosen, Download Results screen appears and TrackRecord™ DMS begins to connect to the attached meter. The first picture flashes as the meter and the computer are connecting.

Download Results Screen

Note: “Cancel” may be clicked at any point during the download to stop the process. If “Cancel” is clicked a warning message appears. Click “OK” to remove message. TrackRecord™ DMS goes back to the screen where the Download Results icon was clicked.

Note: If the download is interrupted (plug is removed, computer is turned off, power surge in the computer), TrackRecord™ DMS automatically cancels the download and gives the warning message shown below. Click “OK” to remove message and re-download meter results.

Warning Message Canceling Download


When the arrows in the second picture begin to spin, the results are being downloaded from the meter to the TrackRecord™ DMS.

Download in Progress

When the download is complete, a large green checkmark appears in the third picture.

Download Complete

Note: If the SmartCable™ was unplugged or not plugged in fully, a warning message appears and the download is cancelled. Make sure plug is inserted into meter and computer completely and restart download.


After the download is complete, if the meter’s serial number has already been assigned to a patient in the “Multiple – Office, Clinic, etc.” or if “Single” User Mode was chosen, the Patient Information screen appears with the assigned patient information.


All meter results contained in the meter’s memory are downloaded into the meter results tab. Multiple downloads of the same result, time, and date are not added. If more results are added to the meter’s memory, only the results that have not been previously downloaded are downloaded to the meter results tab.

Note: After the results are downloaded from the meter to the TrackRecord™ DMS, they are NOT deleted from the meter’s memory.

***Note: “Single” User Mode (home users) can skip the rest of this section

and go to Reviewing Downloaded Results.***


If 1) the User Mode chosen is “Multiple – Office, Clinic, etc.”, 2) the meter’s serial number has not been assigned to a patient and 3) the Download Results icon was clicked from the left toolbar of the Patient Information Screen, a message box appears asking if the meter is to be assigned to the patient on the Patient Information screen. If the meter belongs to the patient, click “Yes”. The Patient Information screen appears.

If the meter does not belong to the patient, click “No”.

Message Box – Meter Add

The “Find/Add Patient” screen appears 1) if the User Mode is “Multiple – Office, Clinic, etc.” and the Download Results icon is clicked from the Main Menu screen, or 2) if the Download Results icon is clicked from a Patient Information screen left toolbar and “No” is clicked because of the message above.

A listing of patients is shown. Find and click on the patient’s name, ensuring that it is the correct patient by checking the address. Double click on the patient’s name, click “Patient Found” or “Finish” after the patient has been confirmed to assign the meter serial number and the results to that patient. The Patient Information screen appears for that patient.

Find/Add Patient Screen


If the patient name does not appear on the list, click “Find Patient”.


A Patient Search screen appears. To search for a patient, begin by clicking “Search by Last Name” or “Search by First Name” on the left side of the screen under “Find Patient”.

Patient Search Screen


Begin typing the patient’s name in the Patient Name box. As the name is being typed, the list of patients re-sorts and narrows the choices. When the name is found, click on the name and click “Patient Found” or “Finish”.


If the patient cannot be found, click on “Patient Not Found” on the right side of the Find/Add Patient screen.



The “Add New Patient” screen appears. Enter the information (required fields are in BOLD). Click “Finish” when complete.


Note: If required information on a patient is not entered, clicking on “Finish” prompts a warning message to appear. Click “OK” to return to the Patient Information screen to enter the required information for the BOLD fields.

Warning Message for Missing Data

Note: Doctor/Insurance, Healthcare, Medication, Schedule, and Meter Results tabs cannot be accessed from this screen. Information for these sections can only be added after the information in BOLD is completed and “Finish” is clicked. The Patient Information screen appears for the new patient. The tabs may be accessed from this screen.


If the downloaded results have been attached to the wrong person, go to the Patient Information screen of the patient where the results were downloaded and click on the Meter Results tab. Delete the meter by highlighting the meter in the first block and clicking on “Delete Meter” on the right side of the computer screen. To add the results to the correct patient, click on the Patient Information icon on the left side of the computer screen.

Meter Results Screen – Deleting Meter

A Patient Management screen appears. A listing of patients is shown. Find the patient’s name, ensuring that it is the correct patient by checking the address. Double click or click patient’s name once and then click “View Patient”.

Patient Management Screen – Find Patient


The Patient Information screen appears for that patient. Make sure SmartCable™ is attached to the meter and the computer. Click on the Download Results icon on the left side of the computer screen.

Patient Management Screen

The download of results begins. After the download is complete, a message box appears asking if the meter is to be assigned to the patient. If the meter belongs to the patient, click “Yes”. The Patient Information screen appears and the meter’s results are added to the patient.

Message Box

Note: Doctor/Insurance, Healthcare, Medication, Schedule, and Meter Results tabs can be accessed from the Patient Information screen.


Reviewing Downloaded Results View results by clicking on Meter Results tab from the Patient Information screen.


Results are displayed using the result type (plasma or whole blood) and glucose units of measure (mg/dL or mmol/L) chosen under the Health Care tab.

Note: Results downloaded from meters are converted to the result type and the unit of measure found under the Healthcare tab for viewing in the TrackRecord™ DMS program and on the reports. The units of measure for results in the meter are not converted.

Results may be sorted by date, time, and result by clicking on the header of the column. To see results from particular meters (or Manual Entry), a check mark must be in the box next to the meter (or Manual Entry). Check marks may be removed by clicking on the box.

Meter Results Screen – Meter Box and Headers


Entering Manual Results Adding a Result Click on the Meter Results tab from the Patient Information screen.

Note: The meter does not need to be connected to the SmartData™ Cable to manually enter results.


The Meter Results screen appears. Click “Add Result” on the right side of the screen.

Meter Result Screen


The Add New Result screen appears.

Add New Result Screen

Enter the date of the result. The date defaults to today’s date in the format mm/dd/yyyy. To change the date, click on the month and type the correct month, then click on the day and type the correct day, and click on the year and type in the correct year. The date may also be changed by using the drop down menu, clicking on the forward or backward arrow at the top of the month to change the month, and clicking on the correct day.

Add New Result Screen – Date

Drop Down Menu Screen


Click on the hour in the time box. Enter the hour of the result. Click on the minutes in the time box. Enter the minute of the result. Click on “AM” and enter AM or PM.

Note: If the TrackRecord™ DMS program clock setting is set for 24 hour in System Settings, data entry is still entered in as a 12 hour time. When running a report, the time converts to show 24 hour clock time.

Add New Result Screen – Time

Note: If the time is entered incorrectly, an error message appears. Click “OK” to remove message and re-enter time in the proper 12 hour format with AM and PM.

Error Message for Invalid Time Entry

Click on the Result box. Enter the numerical result. Decimals may be included for mmol/L unit of measure.

Add New Result - Result


Click on the drop down menu in the Test Type box. Click on “Blood” for blood glucose results or “Control” for control test results.

Enter New Results – Test Type

Click on the drop down menu in the Glucose Units box. Click on “mg/dL” or “mmol/L” for the correct glucose unit of measure.

Note: mg/dL is the unit of measure for the US.

Enter New Results – Glucose Units

Click on the drop down menu in the Result Type box. Click on “Plasma” for plasma calculated results or “Blood” for blood calculated results.

Note: If TrueTrack™ is chosen as the meter in the next line, the result type cannot be changed from Plasma.

Add New Result – Result Type


Click on the drop down menu in the Meter Model box. Click on the Prestige IQ™ or the TrueTrack™ meter to choose the meter.

Add New Result – Meter Model

Select “OK” to add the new result.

Add New Result

Note: Results entered manually are marked with a checkmark on the Meter Results screen.

Note: Click “Cancel” to not add the result.


Editing a Result Note: Only results that were entered manually can be edited. Results that are

downloaded from a meter cannot be edited. If “Edit Results” is clicked when a downloaded result is highlighted, an error message appears. Click “OK” to remove warning.

Error Message for Editing Results

From the Meter Results screen, double click on result or single click the result to be edited and click “Edit Result” on right side of screen.

Meter Result Screen

The Edit Result screen appears. Click on the fields needing changes and correct. Once the changes are complete, click “OK” to save. Click “Cancel” to delete the change.

Edit Result Screen


Deleting a Result Click on the result to be deleted in the lower box of the Meter Results screen to highlight. Click “Delete Result”.


The Delete Result screen appears. Select “Yes” to confirm that the result is to be deleted. To cancel the deletion of a result, select “No”.

Delete Result Screen

Warning: Once a result is deleted from TrackRecord™ DMS, the only way it can be retrieved is by reloading the patient from a backup file. See section File/Options/Help, Options for more information.

56 • Reports Home Diagnostics, Inc.

Reports Tips on Getting Good Reports

Reports are generated to give an overall pattern of blood glucose results over time. This pattern is used by Doctors and Healthcare Professionals to prescribe medication and/or evaluate goals. Comparing individual results from different meter models is NOT recommended for identifying the true overall pattern because results may vary and this may not reflect the true pattern(s). Once results are entered, TrackRecord™ DMS can run 5 different reports.

TrackRecord™ Data Management Software Reports • 57

Report Types Summary Report The Summary Report provides a quick snapshot of the extended log book, glucose trend, and conformance reports. The Header of the report shows the patient name, patient address, city/state, glucose target ranges, hypoglycemic range, reference method, date of report, Doctor name, and date range of report. The Body of the report contains the extended log book report, a glucose trend report, and an overall conformance report.

Note: If there are multiple results for a time slot, the result shown is the last test performed for that time slot.

Summary Report


Log Book Report The Log Book Report shows a record of all the glucose readings in a time period chosen when printing the report. Log Book Reports may aid in insurance billing purposes. The Header of the report shows the report date, patient name, address, doctor, diabetes type, if insulin is required or not, the date range of the report, the units of measure, and the result type. The Body of the report shows the results sorted in order by date and time. Manually entered results and control test results are indicated as such. The number of blood glucose results is calculated, as is the number of controls, the number of test strips used, and average tests per day.

Log Book Report


Conformance Report The Conformance Report is a pie chart report that helps identify meal related problems and which results are within, above, or below target ranges for each time slot. The Header of the report shows the patient identification, the report date, and the time range chosen when printing the report. The Body of the report details the conformance of the glucose results for each time slot. Each chart is divided into percentages of results within target, above target, below target, and hypoglycemic percentages. Pre- and Post- Meal charts are shown side by side for comparison to identify trends. The Pre-Meal charts are stacked as well as the Post-Meal charts for comparison of trends. If there is no result for a time slot, the place is held by the words “No Results”.

Conformance Report


Glucose Trend Report The Glucose Trend Report displays possible trends in glucose results. This report helps quickly identify quickly glucose readings that are too high and too low. The Header of the report identifies the patient name, the doctor, and the date range specified for the report. The body of the report is set up as an X-Y graph with the glucose results with the units of measure chosen in the Health Care tab under the Patient Information screen on the Y axis and the date/time on the X axis. The top shaded area indicates the high target glucose range, the middle shaded area indicates the low target glucose range, and the lowest shaded area indicates the hypoglycemic range. The results are displayed as data points (dots) connected with a line. The dots (results) appear in chronological order from oldest to most recent. All results for the date range specified are included in the report.

Note: The line that connects the glucose results in the graph does not reflect actual glucose levels. Mealtimes, medication, or exercise can cause blood glucose levels to be higher or lower throughout the day. Actual testing before and after these events are required to get a better picture of how they affect glucose levels.

Glucose Trend Report


Extended Log Book Report The Extended Log Book Report is a more comprehensive report than the Log Book Report. The Header of the report shows the patient name, patient address, city/state, doctor, glucose target ranges and hypoglycemic level chosen in the Health Care tab of the Patient Information screen, reference method, the date of the report, and the date range of the report chosen when printing the report. The Body of the report details the results in a table format. The results are listed within their assigned time slots. The report then calculates the average result for the time slot, the number of results above the target range for that time slot, the number of results below the target range for that time slot, the number of hypoglycemic results for that time slot, and the percentages for above target, below target, within target, and hypoglycemic.

Note: If there are multiple results for a time slot, the result shown is the last test performed for that time slot.

Extended Log Book Report


Creating a Report Choosing Meter Results

If using Single User Mode: If starting the program, the Main Menu screen appears. Click on the Reports icon.

Main Menu Screen

The Select Meters for Report screen appears. The results used in the report are from the meter(s) with a check mark next to the meter. If a meter’s results are not to be included in the report, click on the check mark of the meter not to be included. Click “Next” when finished.

Select Meters for Report Screen

Note: If the check mark in the box is removed, the check mark reappears in the box after the report is run.


If on the Patient Information screen, click on the Meter Results tab.


The Meter Results screen appears. The results that will be used in the report are from the meter(s) with a check mark next to the meter. If a meter’s results are not to be included in the report, click on the check mark of the meter not to be included. Click on the Reports icon on the left side of the page.




If using the Multiple User Mode From the Main Menu screen, click on the Reports icon.

Main Menu Screen

The Select/Find Patient screen appears. Click on the correct patient and click “Select Patient”.

Select/Find Patient Screen


If patient is not on the list, click “Find Patient”. The Patient Search screen appears. Click on “Search by Last Name” to search based on the patient’s last name or “Search by First Name” to search based on the first name.


Begin typing the patient’s name in the Patient Name box. As the name is being typed, the list of patients re-sorts and narrows the choices. When the name is found, click on the name and then click “Select Patient”.



The Select Meters for Report screen appears. The results used in the report are from the meter(s) with a check mark next to the meter. If a meter’s results are not to be included in the report, click on the check mark of the meter not to be included. Click “Next” when finished.

Select Meters for Report Screen


From the Patient Information screen, click on the Meter Results tab. See section Downloading Results From a Meter for more information on finding a patient.



The Meter Results screen appears. The results used in the report are from the meter(s) with a check mark next to the meter. If a meter’s results are not to be included in the report, click on the check mark of the meter not to be included.




Running a Report After clicking “Next” on the Select Meters for Report screen, the Select a Report/Select a Date Range screen appears. Select the type of report needed by clicking on the circle next to the chosen report.

Note: For a description of the report types, see the section Reports, Report Types.

Next, select the date range. Click on the circle next to either “last 7 days”, “last 14 days”, “last 30 days”, “last 60 days”, or “last 90 days. These date ranges give a report using today’s results and the previous results for the days chosen.

Select a Report/Select a Date Range Screen


If “Custom Date Range” is chosen, a date range may be entered manually or chosen using the drop down menu. The drop down menu shows the days in the months and may be changed by clicking on the arrows on either side of the month to go back and forth. When the chosen month appears, click on the day to add it to the “From” or “To” section on the screen.

Select a Report/Select a Date Range – Custom Date Range

Drop Down Menu for Custom Date Selection

Note: The Summary report may only be used for up to a 14 day time span. If more than 14 days are entered, an error message appears. For all other reports, the date range cannot exceed 120 days. If more than 120 days are chosen, an error message appears. Click “OK” to return to the Report page to correct the date range.

Error Message for >14 Day Selection Error Message for >120 Day Selection


Note: If there are no results entered for the date range chosen, a message box appears. Click “OK” to return to the Select a Date Range screen to enter another date.

No Results Available Message

To preview the report before printing, click “Preview Report” on the bottom of the screen.



The Report Preview screen appears. The preview report may be printed to the default printer by clicking on the Print button on the top left of the screen. To return to the Select a Report/Select a Date screen, click on the Back icon on the left side of the screen.

Report Preview Screen

To print the report without previewing first, click “Print Report”. The report prints on the default printer.

Select a Report / Select a Date Range - Printing


After clicking on the Reports icon from the Patient Information/Meter Results screen, the Select a Report/Select a Date Range screen appears. Select the type of report needed by clicking on the circle next to the chosen report.

Note: For a description of the report types, see section Reports, Report Types.

Next, select the date range. Click on the circle next to either “last 7 days”, “last 14 days”, “last 30 days”, “last 60 days”, or “last 90 days. These date ranges give a report using today’s results and the previous results for the days chosen.


If “Custom Date Range” is chosen, a date range may be entered manually or chosen using the drop down menu. The drop down menu shows the days in the months and may be changed by clicking on the arrows on either side of the month to go back and forth. When the chosen month appears, click on the day to add it to the “From” or “To” section on the screen.

Select a Report/Select a Date Range – Custom Date Range


Drop Down Menu for Custom Date Selection

Note: The Summary report may only be used for up to a 14 day time span. If more than 14 days are entered, an error message appears. For all other reports, the date range cannot exceed 120 days. If more than 120 days are chosen, an error message appears. Click “OK” to return to the Report page to correct the date range.

Error Message for >14 Day Selection Error Message for >120 Day Selection

Note: If there are no results entered for the date range chosen, a message box appears. Click “OK” to return to the Select a Date Range screen to enter another date.

No Results Available Message


To preview the report before printing, click “Preview Report” on the bottom of the screen.


The Report Preview screen appears. The preview report may be printed to the default printer by clicking on the Print button on the top left of the screen. To return to the Select a Report/Select a Date screen, click on the Back icon on the left side of the screen.

Report Preview Screen


To print the report without previewing first, click “Print Report”. The report prints on the default printer.


76 • System Settings Home Diagnostics, Inc.

System Settings System, Patient and Schedule Settings

System Setting may be accessed either by clicking on the System Settings icon on the Main Menu screen; System Settings icon from the left side of the Patient Information screen; or by clicking on “Options” in the upper left of any TrackRecord™ DMS screen and then clicking on “System Settings”.

Main Menu Screen


TrackRecord™ Data Management Software System Settings • 77

On the System Settings screen, there are 3 tabs: System Settings, New Patient Settings, and Default Schedule.

System Settings Screen

System Settings Meter COM Port Setting If the Meter COM Port has not been set up during installation (see Setup TrackRecord™ Software, Step 2), use drop down menu to enter the COM port where the SmartCable™ is plugged into the computer (1-10). If a serial SmartData™ Cable is used, most computers have a labeled COM 1 and COM 2 port already set up in the computer.

System Settings Screen – Meter COM Port


Click “Meter Connection” at the bottom of the System Settings screen to set up the COM port.

System Settings Screen

The “Meter Quick Setup” screen appears. Follow the directions on the screen. To plug in the SmartCable™ to the meter and computer, see Downloading Results. Once the SmartCable™ is plugged into the meter and computer, click “Setup”.

Note: To cancel the meter setup, click “Cancel”. The System Settings screen reappears.

Meter Quick Setup Screen

If the COM port and the meter are detected and the COM port is set up correctly, the screen sends the conformation, “Meter Setup Successfully”. Results may be downloaded from the meter.

Meter Setup Successfully Screen


If the COM port and/or the meter are not detected, the screen sends the notice “Meter not Detected”.

Meter Not Detected Message Screen

If the “Meter not Detected” message appears, unplug the meter and the USB connector and reconnect. (To plug in the SmartData™ Cable to the meter and computer correctly, see Downloading Results.) Repeat the directions on the “Meter Quick Setup” screen. If the “Meter not Detected” notice still appears, contact Technical Services at 1-800-803-6025.

Note: The SmartData™ Cable driver must be installed before COM ports can be configured. See the SmartData™ Cable Drivers and User Documentation Manual for more information on installing the SmartData™ Cable drivers.


System Idle Setting From the drop down menu, choose System Idle. “Enabled” returns to the Home Page after 10 minutes of inactivity.

System Settings Screen – System Idle

If “Enabled” is chosen for System Idle and TrackRecord™ DMS is not used for 10 minutes, the Home Page screen appears. Press the space bar or click on the screen to return to the last screen before inactivity. It is recommended to enable this feature for privacy reasons. “Disabled” does not return to the Home Page after 10 minutes of inactivity.

Home Page


Date Format Setting Date format – TrackRecord uses your current Windows Regional Date Settings programmed from your computer. The Date Format cannot be changed using TrackRecord DMS. To change the Date Format used by TrackRecord, exit TrackRecord DMS and change the Date Format programmed in the Windows Regional Settings in your computer. TrackRecord DMS is compatible with any of the date formats listed below.

/ - . mm dd yyyy mm/dd/yyyy mm-dd-yyyy mm.dd.yyyy m d yyyy m/d/yyyy m-d-yyyy m.d.yyyy mm d yyyy mm/d/yyyy mm-d-yyyy mm.d.yyyy dd mm yyyy dd/mm/yyyy dd-mm-yyyy dd.mm.yyyy d m yyyy d/m/yyyy d-m-yyyy d.m.yyyy d mm yyyy d/mm/yyyy d-mm-yyyy d.mm.yyyy yyyy mm dd yyyy/mm/dd yyyy-mm-dd yyyy.mm.dd yyyy m d yyyy/m/d yyyy-m-d yyyy.m.d

System Settings Screen – Date Format


Time Format Setting Time format (24 hour clock or 12 hour clock). – The current Windows Regional time setting. This is non-editable from TrackRecord DMS. To change the time format the user must exit TrackRecord DMS and go to Windows Regional settings and change the time format.

System Settings Screen – Time Format

User Mode Setting If the User Mode (Single, Multiple) was not chosen during installation, use the drop down menu to choose if TrackRecord™ DMS is to be used for a single patient or multiple patients.

System Settings Screen – User Mode


Synchronize Clock Setting Use the drop down menu to choose if meter time/date is to be synchronized with the computer clock when results are downloaded.

Note: Synchronizing the meter time/date with the computer clock will change the meter time and date to match the computer time/date.

System Settings Screen – Synchronize Clock


Favorite Report Setting A report type may be chosen for the Setting a Report/Setting a Date screen default. Use the drop down menu to choose a favorite report (Conformance Report, Extended Log Book Report, Log Book Report, Summary Report, Glucose Trend Report).

Note: For a description of the different reports, see Reports, Report Types.

System Settings Screen – Favorite Report


New Patient Settings Click on the New Patient Settings tab at the top of the System Settings screen. The New Patient Settings screen appears.

New Patient Settings Screen

Glucose Units Setting Use the drop down menu to choose the glucose units of measure (mg/dL or mmol/L).

New Patient Setting Screen – Glucose Units

Note: Changing the Glucose Units on this screen only effects new patients entered into the database. Glucose Units may be changed for each individual patient under the Health Care tab in the Patient Information screen.


Result Type Setting Use the drop down menu to choose the result type (whole blood or plasma) for any new patients entered into the TrackRecord™ DMS database.

New Patient Settings Screen – Result Type

Note: Changing the Result Type on this screen only effects new patients entered into the database. Result type may be changed for each individual patient under the Health Care tab in the Patient Information screen.

Default Glucose Target Range Setting Enter the default target glucose range settings for new patients.

New Patient Settings Screen –Default Glucose Target Range

Note: Glucose Target ranges may be changed for each patient under the Health Care tab in the Patient Information screen.


Default Schedule A default schedule may be entered. Enter default schedule choices by using the drop down menus for the following:

• Working Days and Non-working Days (Mon – Sun)

• Breakfast, Lunch, Dinner Pre – and Post-Meal time slots

• Night time slot

Default Schedule Screen

Note: Schedules chosen here only affects new patients entered into the database. Schedules may be changed for each individual patient under the Health Care tab in the Patient Information screen.

88 • File/Options/Help Home Diagnostics, Inc.

File/Options/Help Menu Choices

File There are 5 choices under “File” in the upper left of the Main Menu screen.

Main Menu Screen

• New Patient Cntrol+N – Brings up the Patient Information screen. Patient Information screen can also be accessed by pressing the Control key on the computer keyboard simultaneously with the “N” key.

• Print Reports Cntrl+P – Brings up the Reports screen. Select a Report/Select a Date Range screen can also be accessed by pressing the Control key on the computer keyboard simultaneously with the “P” key.

• Print Setup – Allows the report printer to be changed.

• Export – Brings up Export Patient screen. Allows highlighting and adding of patient’s information / results to another program database (Excel or Access).

Export Patient(s) Screen

• Exit – Exits TrackRecord™ DMS program.

TrackRecord™ Data Management Software File/Options/Help • 89

Options There are 3 choices under “Options” in the upper left of the Main Menu screen.

Main Menu Screen

Backup Backup and restore data by going to the “Backup” and “Restore” options located in the “Options” menu on the Main Menu screen. The “File / Save” screen appears. The filename defaults to “TrackRecord” with the current date.

Note: The file name can be changed.

Restore To restore the patients and their results from a prior backup, select “Restore” from the “Options” menu on the Main screen. The “File Selection” screen appears. Highlight the backup file to restore and click “Open”. If a patient’s name does not exist in the active database but it is in the backup database, the name and information with the results are added to the active database when the backup is restored. However, if a patient’s name does exist in the active database, only the results from the backup are restored to the active database. Existing results and information is never overridden.

System Setup System Setup brings up the “System Setup” screen where new patient profiles can be customized for time/date formats, meter COM port are set, default schedules are entered, etc. See System Settings for more information.

90 • File/Options/Help Home Diagnostics, Inc.

Help There are 4 choices under “Help” in the upper left of the Main Menu screen.

Main Menu Screen

• Contents – Contains the Owner’s Manual for the TrackRecord™ Data Management Software. The Owner’s Manual can also be accessed by pressing the F1 key on the computer keyboard.

• Registration – Brings up Home Diagnostics, Inc. website for registration of the TrackRecord™ DMS.

• License Agreement – Legal document that outlines the agreement to utilize the TrackRecord™ DMS.

• About – Contains the version of the TrackRecord™ DMS.

TrackRecord™ Data Management Software Technical Support • 91

Technical Support Contact Information

As a part of our commitment to customer satisfaction, our Technical Support Team is ready to assist 24 hours a day, seven days a week. We can help with questions about any aspect of the TrackRecord™ DMS – from instruction to troubleshooting. We’re here to help.

Technical Support Number – 1-800-803-6025

Home Diagnostics, Inc. Getting Started 1 · • SmartData™ Cable, • SmartData™ Cable Driver...

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