Getting Started

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Getting Started with Novari ATC

Installation/Minimum Technical Requirements

Novari ATC supports the latest versions of the following internet browsers:

Microsoft Edge
Google Chrome

We do NOT support browsers that are operating in compatibility mode.

ALL BROWSER UPDATES SHOULD BE TESTED IN THE TEST ENVIRONMENT BEFORE APPLYING THEM TO THE PRODUCTION ENVIRONMENT.

The latest version of Adobe Reader is required for document management.

Desktop Resolution

Novari Health recommends the screen resolution be greater than or equal to 1024x768. If the native resolution is greater than the minimum resolution of 1024x768, do not reduce the resolution.

Read Novari ATC’s FAQ and troubleshooting documents for more information.

Pop-up Blockers

Novari ATC relies on the use of pop-ups to function properly and must be allowed in the browser. Disable the pop-up blocker in the web browser. Use the search tool in the browser disable pop-ups for further directions.

Multiple Browser Windows and Tabs

NOVARI ATC DOES NOT SUPPORT USE OF THE APPLICATION IN MULTIPLE BROWSER TABS OR WINDOWS. USE OF THE APPLICATION IN MULTIPLE TABS CAN LEAD TO UNEXPECTED BEHAVIOUR.

Signing into Novari ATC

To access Novari ATC, open the web browser and enter the site URL. Alternatively, there may be a quick launch icon on your desktop if the IT team at your workplace has set this up. This information is communicated to you by the Novari ATC administrator. Username and password are provided by the Novari ATC administrator as well.

Each installation may open to a different sign-in page as shown in the following figures, depending if single sign on has been enabled.

Enter your Username (usually email address or a user code) and Password. Select Sign In.

Novari ATC can provide additional protection by requesting a PIN. If this has been implemented, you will be prompted for a PIN after submitting the username and password.

If your site is using Single Sign On (SSO), you may be presented with the following sign-in page.

Signing In the First Time

Your site administrator assigns you a username and temporary password, and, if your site has implemented two-step authentication, a temporary PIN.

The first time you attempt to navigate to any of the Novari ATC modules you may be prompted to change your temporary password and PIN, if applicable. Navigate to Users Preferences module to change your password and PIN.

You may be prompted to enter contact information if it wasn’t supplied when your user account was created.

You may see one or more of the following messages:

Novari ATC Main Page

Novari ATC is highly configurable, helping to ensure it meets the needs of the workflows at your site and the diverse members of your user community. As such, you may see differences from what is shown in this user manual. Configurations can be made for the site, each health center within the site, and each care venue within each health center.

Novari ATC also uses permissions to control what users see. For example, the image below shows all the Novari ATC modules. A site administrator would see all modules whereas a medical office assistant working in a surgeon’s office may see only Provider’s Office module, User Preferences module and possibly Reports module.

This user manual describes the generally available features. Not all these may be available at your site. Additionally, your site may have custom features that are not described here. For these, please refer to your client-specific documentation.

The Novari ATC Main page displays the main navigation menu, the modules the user has been given access to, the current version, and, optionally, a News and Events area.

Main Navigation Menu

Menu Item	Description
Main	Displays the main page
Help Center	Provides access to the current user manuals, release notes and frequently asked questions (FAQ)
Support	Identifies who to contact at your site for help
Privacy	Allows you to enable and disable privacy mode
Log Out	Signs you out of Novari ATC

Modules

Module Name	Description
Provider’s Office	Add patients to the elective surgical waiting list, manage the wait list and schedule patients for surgery
eRequest	Launches a new browser tab to eRequest sign-in page
Care Venue	Used by OR booking clerks to review and manage a provider’s requested surgical schedule
Pre-Surgical Screening	Schedule and manage pre-assessment requirements/activities to ensure the patient is ready for surgery
Patient Registration	Manage updates to patient information received from a hospital’s ADT system
User Preferences	Used by all users to manage their profile specific settings
Reports	Generate reports to view statistics and monitor trends
Administrator	Used by administrators to manage metadata, application, health center and care venue settings
Security	Used by administrators to manage users and groups

The Module Navigation Menu

Navigate Novari ATC by using the navigation menu on the Main page and in each module. The module navigation menus provide access to the various areas and features within that module and for returning to the main page, toggling privacy, and logging out.

Hover the mouse pointer over a navigation menu item to display its submenu.

Below is the Provider’s Office navigation menu.

This is the Care Venue navigation menu. Notice the similarities and differences.

Each navigation menu will be discussed in more detail with their respective modules.

Privacy Mode

Privacy enables a user to navigate Novari ATC without revealing patient or provider identities to others. For example, this is useful when opening a support ticket and wanting to capture an image. The privacy toggle is located on the Main page toolbar or by selecting Toggle Privacy on the module toolbar. Disabling privacy mode may require a reason to be selected. Your site may be configured to always have privacy toggled on by default, or always off by default. Speak to your site administrator if you have questions about this.

Identifying Privacy Mode

While in privacy mode, Novari ATC will substitute all patient demographics with a series of XX’s. In some instances, while in privacy mode, the application will block the user from performing actions. For example, attachments cannot be viewed while in privacy mode because they may contain personal health information.

Viewing Novari ATC Messages

Click on the message icon or Messages in the module toolbar to open the message summary page. The message icon flashes to indicate unread message(s).

The Message Summary Page

The message summary page is divided into three tabs: Unread Messages, Read Messages and Search Messages. The unread messages tab shows a listing of new messages. Once a message is marked as read, it moves to the Read Messages tab.

The messages can be system-generated or from other users. Messages relate to a specific case only. All messages are retained in the history of the case and display when a patient’s case is viewed. Unread messages appear in yellow. Read messages appear in grey.

Sort unread and read messages by clicking the column header(s). Click the column header a second time to sort in reverse order.

The Search Messages tab contains a filter to find a specific message. Select options to limit the list of results.

Sending a Message

You can send a message about a patient from any page where you are viewing the patient. For example, View Patient page in Provider’s Office, Care Venue Data Entry page in Care Venue, Case Management page in Pre-Surgical Screening, Patient Registration Details in Patient Registration.

To send a message, click the Send a Message link.

In Send a message, select External or Internal.
External are modules, such as Care Venue or Pre-Surgical Screening. You can send a message about a patient to a module that has the patient case. For example, if the patient has been sent to Care Venue, then you can select it as the recipient.
Internal are users who have permission to see this patient.
Enter your message and click Send.