Managing eDossiers in Livelink

1
Managing eDossiers in Livelink

• Marc Gelissen
• Country General Manager Morningstar

2
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

3
Create the paperworld digitally
4
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.

5
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

6
Creating eDossiers in Livelink

• The creation of new eDossiers can be done in two
  ways
• Manually Adding new dossiers by adding a dossier
  item and selecting a dossier template as a base.
• 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.

7
Sample integration
Webbased eDossier User-interface
Livelink Server
eDossiermodule
SQL Server
External System
Livelink
8
Case Study
9
Business case IPSE Foundation

• Mentally disabled institute near The Hague
• 2.628 patients (clients)
• 2.200 employees
• 70 locations
• Need for central Electronic Patient Dossier
• Userfriendliness is key
• 360 degrees view of patient situation structured
  and unstructured data
• Including possibility to generate documents out
  of the eDossier
• eDossiers automatically generated and mutated
  based on the patient care system
• Basis for Records Management and extranet within
  near future

10
The solution
Patientcare System
Livelink

• Central eDossier
• 360 degrees view
• VirtualFolder
• Webbased

11
(No Transcript)
12
(No Transcript)
13
(No Transcript)
14
(No Transcript)
15
(No Transcript)
16
(No Transcript)
17
(No Transcript)
18
(No Transcript)
19
(No Transcript)
20
(No Transcript)
21
(No Transcript)
22
(No Transcript)
23
(No Transcript)
24
Thank you for your attention!
Marc Gelissen mgelissen_at_morningstarsystems.nl http
//www.morningstarsystems.nl