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Device Settings
Settings Menu » Device Settings
This feature can be accessed from the Settings Menu. To access it, select the Device Settings icon. The following screen will appear, allowing access to a number of features: Timeout time The timeout time is manually set by the user. This feature works by…
Main User Screen
Using the Cabinet » Main User Screen
Accessing the Main User Screen After successfully logging in, an image of the cabinet will be shown on the screen. To access the bins, see Accessing the Bins Other Features In addition to accessing the bins, there are a number of other features that can be…
Locking the Cabinet
Using the Cabinet » Locking the Cabinet
Locking the Cabinet The lock feature in the software will lock all bins, including the supply bin, cassette and sidekick (if used). It will also log the current user out of the system. To lock the cabinet, press the lock icon from any screen that includes the icon…
Bin Configuration
Medications » Bin Configuration
To access the Bin Configuration menu, select the Bin Configuration icon from the Medications Menu . This will open a screen that shows a general inventory view of the cabinet. This menu allows the user to manage the inventories of each bin, including the supply…
Cabinet does not Display Correct Time
Maintenance and Troubleshooting » Cabinet does not Display Correct Time
If the cabinet does not display the correct date or time, it may not have a network connection or the wrong time zone is selected. Ensure the cabinet has a network connection (see Network Settings) and that the correct time zone is selected. Alternatively, the time may…
Getting Started
Getting Started
The following section includes some basic steps for getting started with the CareDirect MedServe. When following these directions, it is recommended that the steps are completed in the order in which they are presented. Additionally, many steps are linked to other…
Medications
Medications
The first option within the settings menu is Medications. This option can be accessed by pressing the Medications icon. This option has multiple features including: allowing the user to configure the bins within the cabinet and their contents (see Bin…
Accessing the Bins
Using the Cabinet » Accessing the Bins
Opening the bins To open a bin, first press the desired bin icon to unlock the bin. The bin icon will turn green, indicating that it has been unlocked. To remove the bin, grab the bin handle and pivot the bin out. The bin handle is designed to be held by either…
Imprivata Configuration
Settings Menu » IT Settings » Imprivata Configuration
Cabinets can be configured to use Imprivata Single Sign On’s server to authenticate users. With this configuration users would be identified through a lookup on Imprivata servers. The system would then lookup security groups for the user in Active Directory (AD).…
Identifying Cabinets
Online Cloud Portal » Cabinet Maintenance » Identifying Cabinets
Identifying cabinets is done via MAC addresses. Finding MAC Addressees on the Cabinet The MAC address for a cabinet can be found be found on the cabinet itself. To do this, first select the settings icon on the top, middle portion of the Main User Screen. For more…
Login Screen
Using the Cabinet » Login Screen
Logging into the System The login screen appears when no user is logged in. If the login screen is displayed, the cabinet and all of the bins are locked. To login, either enter a valid PIN code and press the unlock icon or scan a valid badge with the RFID reader. …
Cabinet Maintenance
Online Cloud Portal » Cabinet Maintenance
This menu can be accessed by selecting the Cabinet Maintenance icon from the Administration menu. Upon doing so, a screen like the following will appear. Adding Cabinets Adding cabinets to the system is Not done from this menu. Instead, when a cabinet is registered…
Other Setting Options
Settings Menu » Other Setting Options
Within the IT Settings menu, there is an icon labeled Other…. By selecting this icon another window will appear with a few options and some information about the system. At the top of the screen, the firmware version will be shown (see Firmware Update) The…
Date and Time Settings
Settings Menu » IT Settings » Date and Time Settings
This option can be selected from the IT Settings menu by selecting the Date and Time Settings icon. Upon selecting this option, the user will be brought to the following menu: This menu provides the current date and time at the top of the screen and multiple…
User Administration
Online Cloud Portal » User Administration
This option can be accessed from the Administration Home by Selecting the User Administration icon on the left side of the screen under Security. This option allows users to manage the cabinets users from the online portal. Many of the functions are similar to…
Accessing the Cabinet for the first time
Using the Cabinet » Accessing the Cabinet for the first time
Every device comes programmed with one user account. Create a new administrator account (See Adding New Users) Logout by pressing the lock icon Log into the new Administrator account that was just created Disable the Factory Admin user account (See Managing…
Online Cloud Portal
Online Cloud Portal
To access the online cloud portal, go to the online cloud portal login page (CAREDirect online cloud portal). From there, enter a valid email and password and log in. For more information about accessing this page or logging in, see Accessing the Cloud Portal for the…
User Logs
Manage Users » User Logs
This feature can be accessed from the Settings Menu by selecting the User Logs icon. Once selected, a log of all of the activity within the system is presented to the user. This log includes: The Users name The activity The item accessed (i.e. Bin 1) The…
Using the Keyed Cassette Lock
Maintenance and Troubleshooting » Using the Keyed Cassette Lock
Unlocking/Disengaging The keyed lock at the top of the cassette actuates the mechanical locks for the controlled substance bins. It will lock controlled substance bins wherever they are located in the cassette. The lock is disengaged when the keyed slot is horizontal…
Count Backs and Double Locks
Medications » Count Backs and Double Locks
Double Locks When medications are designated to require a double-locking system after opening a bin containing them, a second PIN will be required to open that bin. These designations are made under the Facility Drug Administration. User accounts are optionally…
Cloud Settings
Settings Menu » IT Settings » Cloud Settings
The Cloud Settings can be accessed from the IT Settings menu by selecting the Cloud Settings icon. Once this menu is opened, the following screen will appear: Registering the Cabinet with the Cloud The primary function within the cloud settings is registering the…
Facility Maintenance
Online Cloud Portal » Facility Maintenance
This menu can be accessed by selecting the Facility Maintenance icon from the Administration menu. Upon doing so, a screen like the following will appear. This screen will provide a list of all of the facilities within a company. Additionally, there will be options…
Adding New Users
Manage Users » Adding New Users
Adding New Users with a PIN ID To add a new user, select the icon that says Add New User at the top of the screen. From there, the user will be prompted to enter a new PIN for the new user. After choosing a PIN, the following screen will appear: In this menu,…
Facility Drug Maintenance
Online Cloud Portal » Facility Drug Maintenance
This section allows an administrator to control the drugs that can be entered into the cabinet. To access this section, click on the Facility Drug Maintenance icon in the Administration Home. Once this page is accessed, a screen displaying all of the drugs in the…
Device will not Power On
Maintenance and Troubleshooting » Device will not Power On
If it appears that the cabinet does not have power, try the following remedies: Press anywhere on the touchscreen to ensure that the cabinet is not powered. The display on the cabinet automatically turns off after a period of disuse. Touching the screen will restore…
Reconciliation
Medications » Reconciliation
This option can be accessed by selecting the Reconcile Now icon from the Medication Menu. The next screen is dependent upon the configuration of the settings under Reconcile Settings. If a second user is required to witness the reconciliation, a screen with a pin pad…
Accessing the Cloud Portal for the First Time
Online Cloud Portal » Accessing the Cloud Portal for the First Time
Accessing the CAREDirect Online Portal For first time cloud users, an email should be sent to the associated address with information about accessing the cloud. This email should include a temporary password that can be used for logging into the cloud. The online…
Managing Current Users
Manage Users » Managing Current Users
Managing Current Users In addition to adding new users, this menu also allows the user to manage current users. To manage a specific user, select the name from the “Manage Users” menu. Upon selecting a name, the user will be brought to the same screen that they…
Location Maintenance
Online Cloud Portal » Location Maintenance
This menu can be accessed by selecting the Location Maintenance icon from the Administration menu. Upon doing so, a screen like the following will appear. This menu allows the user to add, edit, and delete locations. Adding Locations To add a location, select the…
Unlocking Bins that are Stocked with Medications
Medications » Unlocking Bins that are Stocked with Medications
Unlocking Stocked Bins When a selected bin is stocked with a medication, there is an extra step to complete before unlocking the bin (See Accessing the Bins). When the bin is selected, a new screen will appear with an inventory of that bin. To open the bin, select…