Managing eDossiers in Livelink Marc Gelissen Country General Manager Morningstar.
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Managing eDossiers in Livelink Marc Gelissen Country General Manager Morningstar
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Transcript of Managing eDossiers in Livelink Marc Gelissen Country General Manager Morningstar.
Managing eDossiers in LivelinkMarc Gelissen
Country General Manager Morningstar
eDossiers in Livelink
Business challenge– Structured and unstructured information
about one employee/client is stored and accessed from different sources and/or systems
– No uniform manner to store documents– Authorization is of the upmost importance
Solution– Group different sources of information in
one eDossier (360 degrees view)– Create this eDossier based on external system – Base new dossiers on predefined templates– Standardizing authorization and metadata
Create the paperworld digitally
Dossierobject
The dossier object can consist of multiple tabs with the following object types:
– External resources or systems• HTML• XML files (Including stylesheets)• Connections to external systems (Custom made)• Connection to AIA-ITP Software (Document composition)
– FoldersThe columns which are displayed in de folderview can beconfigured manually.
– WebForms– Document Assembly connections– Virtual Folders
VirtualFoldersPlusTM makes it possible to show search results in a familiar Livelink® folder without the user noticing that in fact a search is executed when they select the folder.
Dossiertemplate
The eDossier template is the blueprint for all future dossiers.
The eDossier template defines:– Tabs– Content of tabs (External sources, Folders, Forms or Virtual Folders)– Default documents and document templates– Metadata– Complete authorization-model
Creating eDossiers in Livelink
The creation of new eDossiers can be done in two ways:
1. Manually Adding new dossiers by adding a dossier item and selecting a dossier template as a base.
2. AutomaticallyWhen connected to an external structured data system the Dossiermodule can add new dossiers automatically.
For example:• When you connect the module to a Employee registration system, it can automatically
create a new dossier when a new employee is added.
Sample integration
External System Livelink
View
View
SQL ServerSQL Server
Livelink ServerLivelink Server
eDossiermoduleeDossiermodule
Webbased eDossier User-interface
Authorization
Agents
Case Study
Business case: IPSE Foundation
Mentally disabled institute near The Hague 2.628 patients (clients) 2.200 employees 70 locations Need for centralcentral Electronic Patient Dossier UserfriendlinessUserfriendliness is key 360 degrees view360 degrees view of patient situation: structured and
unstructured data Including possibility to generate documentsdocuments out of the
eDossier eDossiers automatically generated and mutated based
on the patient care system Basis for Records Management and extranet within near
future
The solution
Patientcare Patientcare
SystemSystemLivelinkLivelink
• Central eDossier• 360 degrees view• VirtualFolder• Webbased
Treatment plan
Document assembly
eDossiers starting with “A”
Tabs in dossier
Structured data out of patient care system
Mutations in patient care system
Treatment and medicine of the patient
Document assembly part (AIA ITP):
Interview with user leading to a document (e.g. treatment plan)
File in eDossier
Information of the different disciplines
Example of evaluation of the patient care
