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PacsCube VIE Website Help Documentation

1. INTRODUCTION

PacsCube Virtual Image Exchange (VIE) is an image sharing platform, allowing for the management of outside CDs/DVDs and the sharing of images across the internet as an alternative to sending physical CDs/DVDs.
DatCard understands that the acceptance and adoption of image sharing may be difficult for some physicians and/or organizations; therefore, PacsCube VIE offers a hybrid approach, bridging the gap of outside CD management, physical CD distribution and true image sharing.
PacsCube VIE offers an integrated solution to manage workflow needs within a single, simple to use interface.
This document provides an explanation of the features within PacsCube VIE.

1.1.Managing Outside CD

PacsCube VIE provides a web based Media Importer with a built in document scanner application (PacsCubeScan) to manage the overwhelming burden of receiving outside CDs from other organizations.  It allows for the import and reconciliation of DICOM and non-DICOM images and/or the scanning of paper documents from any workstation within your organization utilizing any TWAIN or WIA compliant multi-function printer or existing document scanner.  Media Importer also allows organizations to choose between importing directly to PACS or importing into their local cloud storage for future evaluation. 
Media Importer encompasses thirteen (15) years of knowledge in importing and reconciling difficult-to-read CDs/DVDs and is free to you as a user.

1.2. Physical CD Distribution Versus Image Sharing

Organizations have distributed thousands of CDs a year to their referral physician base and to other organizations.  When embracing new technologies such as True Image Sharing, it is often difficult to balance organizational needs while waiting for other organizations and physicians to embrace these newer technologies as well.  Even in the best of circumstances with a very cooperative referring physician base, sometimes making all of them happy is impossible. For this reason, PacsCube VIE allows for the physical creation of discs or for the electronic sharing of images, in one user interface.  
When utilizing Virtual Image Exchange, images and the reports are delivered by the Agilisys Image Exchange Network to organizations or to a physician’s Agilisys Inbox.  When the content arrives, the Network notifies the recipients they have images for review by email.  By simply clicking on a link within the email the recipient can view, download or forward the images to yet another recipient.  The Agilisys Network provides a simple interface much like a CD would for fast delivery and display of the images on a recipient’s desktop and/or iPad®.  
By utilizing existing PacsCube connections to get images and reports, VIE is extremely powerful and cost effective to an organization.  Images and reports are simply delivered to the cloud in the same manner as they make it onto PacsCube CDs today, allowing an organization to image share when they are ready. 
This unique approach maximizes workflow while being flexible to the referral physician base, allowing them to choose the method of image delivery they prefer.

2. ACCESSING PACSCUBE VIE

PacsCube VIE is implemented as a website hosted by DatCard’s Agilisys cloud. As a registered member of PacsCube VIE / Agilisys, physicians and organizations can receive images for free.  To sign up as a registered user, visit www.pacscubevie.com or www.agili-sys.com
Users who pay a small subscription fee are allowed to contribute to the virtual image exchange and may share their images with anyone. Recipients of the images may view an unlimited number of images for free and additionally may download the images (sending them to PACS) at no cost. 
All registered users and organizations receive a default Inbox in which they receive and view images.  Facility Inboxes are managed by administrative users assigned to the organization allowing facilities to manage and customize their workflow.
Additional Inboxes may be added to an organization by contacting DatCard at 888.263.5882. 

3. SIGN IN

Users visiting PacsCube VIE / Agilisys are presented with the Sign In page.  If already registered as a user, simply enter the email address (user name) and password.  If not yet a member, click on the "Sign Up for New Account" link and in just a few clicks you can become a member for free. 
For those members who may have forgotten their password, Agilisys will email a new temporary password by clicking the “Forgot Password” link.
Additionally, this page allows for the entry of a Quick View or a Remote Upload access code (AIX Code).

4. INBOX

Every Organization and User is assigned an Inbox on the Agilisys Network.  The Inbox becomes the user’s primary workspace allowing them to view images and related documents.  Additionally, the Inbox also provides features to help the user manage their daily workflow by allowing them to organize their work lists.  

4.1 Inbox Selector

The Inbox Selector allows a user to select between multiple inboxes of which a user may have access. 
By default, when the page displays, the Inbox Selector will remember the last inbox the user selected.
To select an inbox, click the down arrow of the Inbox Selector, and a list of the inboxes (of which you have viewing permission) will display. Select the inbox you would like to work from.  For each inbox selected, a Study List will display. Each inbox selection produces a unique Study List.
From the Study List a user can view images or related documents and perform other operational functions.
Some users may have access to organization or special interest group inboxes.  These inboxes can be seen by multiple users and are meant for collaboration between users. Organizations and special interest group inboxes are managed by the facility and access to these inboxes must be granted to you before they will appear within your Inbox Selector.

4.2 Search

The Inbox page allows the user to search within the displayed study list.  The Search Field and the Study Date From and To field allows the user to search across all fields/columns within the active Study List.

4.3 Study List

The Study List displays information about the patient and the study by listing the following: Days available for viewing, Patient’s Name, Patient ID, Modality type, Study Description, and the Facility that shared the images.
The Study List also provides a View Image Selector and a Selection indicator for viewing or performing other operational functions.  

4.4 Study Operators

When utilizing the Study Selector for a given study(s), a set of Study Operator icons will appear.
By clicking on a given Operator, the user can toggle between the following functions:

4.4.1. Flag/Unflag

To mark a study(s) as Flagged/Unflagged select the study(s) utilizing the Study Selector.  Next, select the Flag Operator icon.  Marking a study as Flagged makes the study eligible to appear on Flagged filtered Study List.  Removing the Flagged option from a study removes it from the Flagged filtered Study List.
To mark a study(s) as Deleted select the study(s) utilizing the Study Selector.  Next, select the Trash Operator icon.  Deleting a study removes it from the Study List. The study is then moved to the Study List found within the Deleted filtered Study List.

4.4.3. Read/Unread

Marks a study as Read or Unread allowing it to appear bold if Unread, and not in bold if it has been Read.
To mark a study(s) as Read/Unread select the study(s) utilizing the Study Selector.  Next, select the Read Operator icon. 

4.4.4. Forward to another user

The Forward operation allows you to forward a study(s) to another user’s inbox or allows you to directly send the study(s) to an organization.
To forward a study(s) select the study(s) utilizing the Study Selector.  Next, select the Forward Operator icon.  When the Forward Studies screen appears enter the recipient’s email address or name and click the “Search” button.  If the recipient is found, select them from the User List to add them as a recipient.  If the user is not found you can send a new user an invitation to join Agilisys by clicking the Send Invite option found at the bottom of the User List window.  Once you have completed adding one or more recipients, click on the “Forward” button to complete the operation. 

4.4.5. Move/Copy

To Move a study(s) to another Inbox or Folder select the study(s) utilizing the Study Selector (NOTE: This function is not available from the “All” or “Organization Name” boxes.  In order to access the Move/Copy feature, you need to first select the specific inbox where the study is located (e.g. – “General Inbox”)).  Next, select the Move/Copy Operator icon.  Select the Inbox/Folder in which you have access to Move or Copy the study(s) from the Inbox Selector.  Next, click on the “Move” or “Copy” button to complete the transaction.

4.5. Study List Filters

The Study List Filters allow users to manage their Inbox(s).  When a Study List Filter is selected for a given Inbox the study list is limited to those studies matching the selected filter.
Used in combination with the Study Operator icons, users can organize their workflow into the following Study Lists: 

4.5.1. Flagged

The Flagged filter will limit the study list to those studies that have been flagged through the use of the Flagged Study Operator icon.

4.5.2. Unflagged

The Unflagged filter will limit the study list to those studies that have not been flagged. 

4.5.3. Read

The Read filter will limit the study list to those studies that have been read through the use of the Read Study Operator icon.

4.5.4. Unread

The Unread filter will limit the study list to those studies that have not been read.

4.5.5. Deleted

The Deleted filter will limit the study list to those studies that have been deleted through the use of the Delete Study Operator icon.

4.5.6. Sent

The Sent filter will provide an audit trail for each study shared. 

5. MANAGEMENT

The “Management” page allows users to manage Inboxes of which they have administrative privileges.  In addition, it also allows organizations to:  manage users as employees, physicians as recipients and allows for the creation and management of Group Folders for special interest groups.

5.1. Inbox/Sub-Inbox Membership

Access to Inboxes is controlled by the owner of the Inbox; therefore users and organizations control access to their Inboxes and Sub-Inboxes.  Granting access of an Inbox/Sub-Inbox to multiple users allows the Inbox to be viewed by all members within the group; therefore, they all see the same work list and can access the same images. 
For example, Dr. Jones might want to add his assistant as a member to his inbox.  Dr. Jones can easily do this because he is the owner of his Personal Inbox. Once access is granted, his assistant can sign into Agilisys and see Dr. Jones’ Inbox in addition to their Personal Inbox.  When the assistant selects Dr. Jones’ Inbox from the Inbox Selector, they will see the same study list as Dr. Jones.  Additionally, Dr. Jones may choose to give his assistant administrative privileges allowing his assistant to manage membership to his Inbox.

5.1.1.Adding Members to Inboxes/Sub-Inboxes

To manage membership of a Sub-Inbox or Inbox, select the Inbox/Sub-Inbox from the Inbox Selector.  Next, select the “Members” tab.  The members of the Inbox/Sub-Inbox will be displayed.  Add or Remove users as needed.    
At any time you can click on the Send Invite option to send an email to any user asking them if they would like to join Agilisys as member.

5.1.2. Edit User Inbox/Sub-Inbox Privileges

To Edit membership privileges for a given Inbox/Sub-Inbox, select the Inbox/Sub-Inbox from the Inbox Selector.  Next, select the “Members” tab.  The members of the Inbox/Sub-Inbox will be displayed. 

5.2. Inbox/Sub-Inbox Management

PacsCube VIE/Agilisys allows for the creation of sub-inboxes (sub folders) for a given Inbox.  Users and Organizations can create an unlimited number of Inboxes/sub-inboxes to help organize data and create customized workflows.  Once a sub-inbox is created for a selected Inbox, images can be moved from the Inbox to the sub-inbox for collaboration by special interest groups.  Sub-Inboxes, like Inboxes, have their own set of unique members (which can be different from the Inbox itself) allowing all members to see the same study list. 
Owners of Inboxes and Organization Administrators control membership to sub-inboxes as they see fit to manage workflow
To manage Sub-Inboxes, select the Inbox you would like the folder to be associated with from the Inbox Selector.  Next, select the Folders Sub-Inboxes option from the Options List.
By selecting the Sub-Inboxes option, the system will display all the sub-inboxes associated with the selected Inbox.

5.2.1. Adding New Sub-Inbox

To add a new Sub-Inbox, select the Inbox you would like the new sub-inbox associated with by using the Inbox Selector.  Next, click the “Add New Sub-Inbox” button. 
Enter a Sub-Inbox Name, then click on the “Add” button.

5.2.2. Editing Folders

To Edit an existing Sub-Inbox, click on the sub-inbox’s name from the list of folders. Edit the Folder Name or Disable the folder then click on the “Update” button.

5.2.3. Deleting Sub-Inboxes

To Delete a sub-inbox, select the sub-inbox from the Sub-Inbox List.  Next, disable the sub-inbox and select the “Update” button. Sub-Inboxes will not be deleted but they will be disabled. 

5.3. Recipient Management

Organizations can grant or revoke viewing privileges to Recipients for a given organization.  Adding a Recipient to an organization grants viewing privileges to the Recipient; additionally, the organization may also choose to advance other privileges to the Recipient such as the ability to download, forward and/or view reports.
To grant Recipient privileges to a user, select the organization from the Inbox Selector.  Select Recipients from the options menu.  The current list of valid recipients will display. 
To search for an existing Recipient use the Search Fields by entering a search criteria.  The Search Field searches across all columns within the Recipient List display. 

5.3.1. Adding a Recipient

To add a Recipient, select the “Add New Recipient” button for the selected organization. 
Next, enter the recipient’s name or email address within the Search Field.  Next, click on “Search”. If the recipient is found, select the user (click on green “+” sign), to add the user to the Recipient List. 
If the user is not found, select Send Invite at the bottom of the Search Results screen to send a new user invite.

5.4. Users Management

Organizations can grant Users (employees) access to their organization.  This allows the user to perform operational tasks (within the organization, as a representative) such as viewing images from the organizational Inbox/folders, the generation of Quick View/Upload codes and the viewing of management reports such as Package Usage statistics.

5.4.1. Adding an Organizational User

To add a user, select the “Add” button for a selected organization. 
Next, search for the user by entering the user’s name or email address into the Search Field. If the user is found, select them to add them as an organizational user. 
If the user is not found, select Send Invite at the bottom of the Search Results screen to send a new user invite.

5.5. Share

The “Share” tab allows users to share images across the Agilisys Network.  Image sharing is only available to users that belong to organizations that subscribe to PacsCube VIE.  Image sharing can be done in several ways:
Quick View Request
Users or Organizations can issue Quick View Codes to anyone requesting images (including non-Agilisys users).  The “Quick View Request” feature allows for the creation of a package of studies or scanned images.  The recipient of the Quick View Code is notified of the code by email allowing them to click on a link contained within the email.  This link allows them to view the contents of the package for a period of twenty-four (24) hours.  Once the expiration of the Quick View Code occurs, the packages are no longer viewable to any user; however, the packages and images are NOT deleted from the system and shall be retained for 90 days.    Each Quick View is tracked every time the package is viewed.  
Share Images
Users or Organizations can share images with other PacsCube VIE and Agilisys users.  The Share Images feature opens a PacsCube-like interface allowing the user to query their PACS and select Recipients and/or Organizations.  Additionally, if the Organization has a PacsCube Robotic, this feature will allow them to create physical discs.
Upload Request
Users or Organizations can issue Upload Request Codes to anyone who would like to upload a disc containing images to the Organization.  The Upload Request requires the user to collect information about the individual that will be uploading along with information about the patient and study they will be uploading.  Upload Requests can be issued as a “One-Time Transfer” event or can be issued as a “Permanent” event.
Quick View Management
Users can re-activate expired Quick View Codes within this section.
Upload Management
Users can re-activate expired Upload Codes within this section.

5.5.1.Quick View Requests

To grant a Quick View Access Code, select Quick View Request from the Share menu options list.  Next, enter the Recipient’s Name along with the Recipient’s Email Address (Note – the Recipient’s Email Address is used to send the access code to the recipient). 
Selecting the “Create Package” button opens a Study Search window, allowing you to select studies that you would like to share as part of the Quick View package.
For details on using the Study Search window, please see section 5.5.2. 

5.5.2. Share Images

Images can be shared directly from PacsCube VIE by selecting Share Images from the Shared menu options list.  In doing so, the Share menu opens a Study Search window allowing you to select studies that you would like to share through the burning of a physical disc (if configured) or by sending a virtual disc.  To create a physical or virtual disc, follow the steps below:
1. Click on "Connect" button for the PacsCube you want to handle the sharing.
2. Patient/Study Search - After logging in, the Create Disc page appears. It contains search fields allowing you to specify the criteria to use when searching for exams.
The PacsCube supports the following DICOM search options:
         Patient’s Name – To search for a patient by name, enter the patient’s name (last name, then first name). When searching by name, wildcards are automatically applied (e.g. entering “SMI” will return exams for all patients with a last name that starts with “SMI”). For patients with common last names, you can limit the search by typing the patient’s complete name as it appears in your PACS. Depending on your PACS, the correct name format may vary. Vendors can use commas or the carat symbol “^” as a delimiter between last name and first name, and some may or may not require a space character after a comma (e.g. “Smith, John” instead of “Smith,John”).
         Patient ID (MR#) – To search by Patient ID, enter the patient’s complete ID as it appears in your PACS.
         Date Range - To search for a patient by “study date”, enter a “From” and “To” date in the format specified on the screen. To auto-populate these fields to search for exams from today or yesterday, click on the “Today” or “Yesterday” button.
         Referring Physician – To search by referring physician’s name, enter either a partial or complete name as it appears in your PACS.
         Accession # - To search for a specific examination by accession number, enter the complete accession number as it appears in your PACS.
         DICOM Image Source – This option allows you to specify which remote DICOM server to query for exams, since iRecall can be configured to search for and retrieve exams from one or more servers. For example, some facilities may have more than one PACS server, or they may have both a PACS and a 3D image workstation that supports the query/retrieval of exams. The Local Host entry will search the local PacsCube database for exams.

** WARNING ** - Searching by large date ranges or common last names can return a very large data set and cause iRecall to take a very long time to display search results. This may also impact the performance of your PACS.

3. Once the search criteria have been entered, click on the "Search" button. Once the search has finished, iRecall will display a list of studies that match the specified criteria.

4. To select a study, click on the green “+” icon next to the study. This will add the study to the “Disc Contents” page on the right side of the screen. Continue to select as many patients/exams as you would like to include in the job. If you need to execute another search for a different exam, click on the “Search Again” link found just above the list of search results.

** If the total number of studies selected exceeds the capacity of a CD/DVD, the system will automatically span the rest of the job to however many discs are required to fulfill the job request. Each CD/DVD will be labeled with a unique numbering system identifying that it is part of a series. In addition, your PacsCube can be configured to automatically burn to DVD if the amount of data exceeds the size of a CD. This option is not enabled by default. Please contact DatCard technical support to have this feature enabled.
5. Next the "Create Disc" page may appear different depending on if your system has been activated with PacsCube VIE/Agilisys.  If the system has been activated with Agilisys you will see options allowing you to create a "Physical Disc" (Default) or a "Virtual Disc". 
·         Creating a Physical Disc - To create a disc (utilizing the default options) simply click on the “Create Physical Disc” button.  If you would like to create a disc with customized options, click on the “Additional Output Options” button;   this will expose a list of options:
         Label Comments - Label comments typed into the Line 1 and Line 2 fields will print on the CD/DVD label.
         Include Results – The PacsCube can be set up to retrieve results (reports) from a variety of sources (e.g. MITRA broker, Structured Reports, HL7, etc.).
         Anonymize Patient Info – This feature will change the patient’s identification to a set of unique identifiers effectively making it impossible to identify the real patient’s information. Additionally, users can specify the patient name and ID that the study will use. It is possible to add additional tags in the DICOM header to anonymize; please contact DatCard technical support for more information.
         STAT Priority – This feature prioritizes job requests moving it to the front of the CD/DVD burning queue ahead of all other queued jobs of non-priority status.
         Teaching Label – Selecting the Teaching Label option instructs the PacsCube to burn the job with a generic teaching label that does not print the patient/exam details. In addition, the Teaching Label option removes the restriction of burning a maximum of ten studies per disc (i.e. it will burn as many studies as possible onto a single CD/DVD).
j0293236 By default, the PacsCube has a ten-study limit per disc so that the disc label has enough room to print each exam’s details. It is possible to configure the PacsCube to bypass this limit.

         Encrypt – The Encrypt option dictates whether the exam on the disc will be encrypted to help protect patient confidentiality. When this option is selected, the PacsCube will generate a unique password for each job. The password must be entered to view the images on the disc.
         Requested By - The Requested By feature allows you to track the requestor of the job. This helps build an audit trail for HIPAA compliancy.
         Facility - The facility drop-down list allows users to select which facility information to use when creating the job. Each facility is represented by a unique set of labels & facility information (e.g. name, address, etc.). By selecting a facility, you are changing the printed label on the disc and the splash screen displayed on disc launch.
         Device Location - The device location drop down list allows the user to select the location at which the CD/DVD will be burned for those facilities that have multiple PacsCube devices installed.  If only one PacsCube is installed, this field will default to the location of Film Library.
         DICOM Viewer - This option allows you to select the DICOM viewer used on the CD/DVD. The DICOM Viewer enables the viewing of patient images contained on the CD/DVD. There are a number of software vendors that make DICOM viewing software, each with different features and functions. Selecting the “DICOM disk only” option will create a job that does not contain a viewer.
         Copies - This option allows users to request multiple copies of the CD/DVD job to be created.
         Media Size - This feature allows the selection of which media type to use: CD-R (700 MB) or DVD-R (4.7 GB).

         Creating a Virtual Disc – To create a virtual disc select the “Virtual Disc” options button.   Selecting this button exposes delivery options allowing you to choose who will receive your virtual discs.  
o    Selecting Recipients – PacsCube VIE supports two types of recipients: Physicians and Organizations.  Enter the recipient into the search field.  Physicians - When typing physician names, type the last name first.  The system will automatically search the VIE recipient database.  Select the "Search Recipient" button to display detailed information about the recipient. 
o    Add a Recipient – Clicking the "Add" button within the detailed view of a recipient will add the recipient to the virtual CD’s distribution list.
j0293236 When searching for physicians, start by entering the last name of the physician.  The system will automatically search the list of Agilisys recipients.
o    Distribution List – Clicking on the “Recipient Cart” will display a detailed view of the distribution list.  Click on the “Delete” button to remove a recipient, if necessary.
6.     Once you have chosen the desired options, click the “Create Physical Disc / Send Virtual Disc”” button. The job will be submitted. You can continue to monitor the status of your job by navigating to the Dashboard.

5.5.3. Upload Requests

To grant an Upload Request Code select Upload Request from the Shared menu options list.  Select the Duration (One-Time Use or Permanent) the Code will remain active. Next, enter the Recipient’s Name along with the Recipient’s Email Address (Note – the Recipient’s Email Address is used to send the access code to the recipient).  If additional patient and study information is requested, the entry of this information is optional.  Next select the “Submit” button.  The Upload Code is generated and sent to the recipient’s email address.

5.5.4. Quick View Management

To revoke or reactivate a Quick View Code, select Quick View Management from the Share menu options.  A list of the most current issued Quick View Codes will display. 
If the Code you are looking to manage does not display within the list, utilize the Search Field by entering the Quick View Code, the Recipients Name or Email Address.  
Next, select the code(s) you would like to manage.  In doing so, operational icons will appear at the top of the Codes Listed.  Next, select the operational icons to revoke or reactivate the code.

5.5.5. Upload Management

To revoke or reactivate an Upload Code, select Upload Management from the Share menu options.  A list of the most currently issued Upload Codes will display.  If the Code you are looking to manage does not display within the list, utilize the Search Field by entering the Quick View Code, the Recipient’s Name or Email Address.   Next, select the code(s) you would like to manage.  In doing so, operational icons will appear at the top of the Codes Listed.  Next, select the operational icons to revoke or reactivate the code.