1. Auditing Software
1.1. Getting Started
cp2go is the auditing application for performing hand hygiene audits using clearPath. cp2go is an application that must be downloaded and installed on a tablet, phone or desktop device. cp2go is available on Windows, iPads, iPhones, and Android Tablets and Phones.
1.2. Auditing Software Downloads
Scan the QR Code below for your given platform to download the cp2go application.
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Apple iPads and iPhones |
Android Tablets and Phones |
Windows Desktop and Tablets |
1.3. Supported Auditing Platforms
For detailed information on auditing with cp2go on specific platforms, please click on the following links:
1.3.1. iPad
To start the cp2go application on your Apple iPad, Tap on the cp2go icon.
Note
A red badge indicates the number of completed audit sessions on the tablet that have not been sync’d (transferred) to clearPath.
1.3.1.1. Launch Screen
After starting clearPath you are presented with the main clearPath screen. The screen consists of two main panels. The Audits to Sync list on the left, and the main display section on the right that displays system details, or audit summary information.
1.3.1.2. Setup
Before auditing can begin the tablet must be setup. Configuration is typically done by your IT group, and only needs to be done once.
Enter your clearPath url, typically it will look like https://site.cphs.cloud. where the site is your three to five digit organization abbrev. Enter your username and password and press Done.
1.3.1.3. Updating Configuration Profile
Once the configuration of the tablet is complete it will be necessary for you to get the latest clearPath configuration profile data. The configuration profile includes all your facilities, patient care areas, health care provider types, auditors, and any predefined notes. To get the latest configuration profile data push the sync button.
Note
The sync process should take 30 seconds or less to complete under normal circumstances. A slow network connection could negatively impact the sync time.
1.3.1.4. Creating a New Audit
To create a new audit session, tap on the New button. Select the facility and patient care area, and if necessary set the observer to your username. Normally the session name field should remain blank, and the date and time need only change if your back dating a paper based audit.
The main comment field is completely optional. This comment applies to the overall audit session. For example the comment might be “ the unit is in outbreak”.
Tap on the Start Audit button.
Note
The main comment field is limited to 255 characters.
1.3.1.5. Auditing
The auditing screen is organized into pages or sheets, with up to sixteen observations per page for four different HCP types. Depending on how you administrator has configured cp2go there are up to ten pages or sheets for a total of one hundred and sixty observations per audit session.
1.3.1.6. Navigation and Counters
Navigating to a new page is done by clicking on the page tab located at the bottom left of the screen. The active page is highlighted in grey. At any time auditors can flip back and forth between pages. The observation count and duration counters are shown at the bottom right of the screen. The observation count show the current number of completed observations (pass and fail). The duration counter shows the elapsed time the audit has been in progress.
1.3.1.7. Stop and Cancel Audits
When the audit is complete, press Stop (top left) to save and close the audit session. cp2go will prompt to confirm the action.
To abort an audit session in progress press the Cancel button (top left). cp2go will prompt to confirm the action. If the auditor confirms the audit session will be close but will NOT be saved.
1.3.1.8. Entering Observations
To start entering data choose the Health Care Provider Type from the drop down list. All the available HCP types for your organization will be listed. If one is missing contact your clearPath Administrator. HCP types cannot be added directly into cp2go.
Once the Health Care Provider Type is select all the buttons for that group will become enabled. If desired the HCP type can be differentiated by choosing the drop down to the right of the HCP. By default cp2go sets this to A. The scratchpad area can also be used to enter data related to the specific HCP if desired.
Next choose the indicator or indicators being observed. Finally choose Rub and/or Wash if it was observed or don’t choose either if the health care provider missed the opportunity. If the opportunity was unobserved but your unsure if it occurred or not, then unselect the indicator to invalidate the observation.
If other attributes were observed such as Gloves, Nails, Bracelets, and Rings check off any or all that apply.
cp2go also allows notes that apply to the specific observation. Tap on the icon and either choose from one of the predefined notes or enter one manually. Once a note is assigned to an observation the icon changes from blue to green.
1.3.1.9. Scratchpad Notes
Scratchpad notes can be used for anything that is applicable to the health care provider and specifically this group of four observations. On a busy unit it could be used to identify a specific HCP. These notes are recorded but never reported.
1.3.1.10. Observation Notes
Observation note can be added for individual observations, by tapping on the green or blue cloud icon. cp2go will popup the notes, where you can enter a note that you can manually enter, or tap on the Notes button for one of your organizations pre-defined notes.
To add one of the pre-defined notes tap on the desired note. cp2go will select the note and add it to the observation note.
At any point the note can be modified or additional information can be added.
Press Save to save the changes and return to the audit.
1.3.1.11. Miscellaneous
There is nothing wrong with leaving an observation line blank or an entire section for that matter. cp2go will automatically remove any observations that are not complete when the audit session is closed.
If you need to access the main comment note while the audit session is underway, either to add to it or modify it, rotate the iPad so its orientation is portrait (i.e. the home button is at the bottom), cp2go will display the comment at the bottom of the screen.
1.3.1.12. Completed Audits
Completed audits that have not been sync’d to clearPath are shown in the left panel on the main cp2go screen. cp2go displays the session name, date, facility, patient care area, auditor and the compliance. Tapping on the audit session allows you to display the comments (if there are any) in the right panel.
The compliance value shown in the right panel either shows the overall compliance of all the un-sync’d audits or the compliance of the selected audit session. Sync’ing Audits
Sync’ing serves two purposes, first it transfers completed audit sessions to clearPath and secondly it downloads updated configuration data (auditors, facilities, patient care areas, health care provider types) from clearPath.
The sync process takes less than 30 seconds to complete. Sync’ing should be done at least once a day (after auditing) and should be done anytime the tablet has been sitting idle for a few days. There is no harm in sync’ing audits as soon as the audit is complete, however it completely acceptable to wait until lunch or the end of the day to sync audits.
1.3.1.13. Deleting an Audit
Your administrator may permit you to delete a completed audit session from the tablet before it is sync’d to clearPath. Tap on the audit session to delete and with your finger down swipe to the left. cp2go will display a red delete button. Press the delete to remove the audit session. If swiping on the audit session fails to bring up the delete button, you administrator has disable this feature.
Note
If you are unable to delete an audit session, the feature maybe disabled. Simply sync the completed audit session and notify your system administrator and they can remove it from clearPath.
1.3.1.14. Restoring an Audit
cp2go keeps previously sync’d audits on the tablet in the event that they need to be sync’d to clearPath because of some type of problem. The number of audit sessions kept on the tablet is dependent on how clearPath is configured. The default is the last 10 audit sessions. To restore an audit session tap on the audit session you would like to restore in the left panel. Press the Restore Audit Session button.
Note
The restore audit list back ground is shown in yellow as an indicator to the user that you are working with the restore audit list.
1.3.1.15. Sharing Completed Audits with Staff
To share audit summary data with staff immediately after the audit is closed. Tap on the audit session in the main screen and then tap on the Summary button at the bottom right. cp2go will roll up all the health care providers types seen in the audit. The summary displays a single line for each HCP type seen broken out by the moment.
1.3.1.16. Sending Audits (Sync’ing) via Email
cp2go supports sync’ing audits using email. Note the Sync button has been replaced with the Send button. Press the Send button to send your audits to clearPath.
Note : The tablet must be connected to the Wifi network before audits can be sync’d. Failure to connect to the wireless network (and authenticate if required) will result in the email being placed in the outbox until the tablet is connected to the network.
cp2go opens up a new email on the tablet. cp2go fills in all of the email details required to send the audit session(s). Press the Send button (top right).
1.3.1.17. Updating the Sync Configuration
Your clearPath administrator may send out period updates to the cp2go configuration. These configuration updates may contain new health care provider types, patient care areas, auditors, etc. With email sync’ing these sync configuration changes are sent via email. When you receive an cp2go configuration sync file, simply open the email and tap on the cp2go.sync attachment. A small popup will appear on the screen with a list of files that can open the file. Choose Open in cp2go. cp2go will automatically open and load the configuration file.
1.3.2. iPhone
Tap on the cp2go icon to launch the application. If the application is not installed on your device go to the Apple App Store and search for cp2go. Tap to download. Once the application is downloaded tap on the icon to launch.
1.3.2.1. cp2go Main Screen
Once cp2go launches you will be taken to the main application screen. If the application has just been installed you will need to configure the application by tapping on Settings. If you have already configured the application you can start a new audit session by tapping on Start New Audit.
1.3.2.2. cp2go Setup
To configure cp2go tap on Settings. You will be required to enter the clearPath URL, your username and password. Once you have entered the required information press Save.
1.3.2.3. cp2go About
The About screen displays the current version and contact information for clearPath.
1.3.2.4. Start a New Audit
To start a new audit select the desired facility, patient care area and if necessary set the observer. The session name field should remain blank unless you have a very specific reason for setting it manually. To start the audit tap on the Add Observation button.
1.3.2.5. Auditing
Tap on the healthcare provider/worker. Next tap on the healthcare provider letter identifier (would recommend alway choosing the A option).
1.3.2.6. Observation
Select the moment or moments and then choose Rub or Wash. If any attributes were observed such as gloves, nails, bracelets or rings tap on the attributess field and select the observed attributes. Once done press save.
1.3.2.7. Next Observation
You can proceed with the next observation by tapping on Add Observation. The number of collected observations is shown below. If you have completed the audit session tap on End Session.
1.3.2.8. Sync Session
Tap on the Sync Audit button, to transfer the completed audit(s) to clearPath.
1.3.3. Web
Open up a web browser on your desktop, tablet, or mobile device, and enter site.cphs.cloud in the address bar. Where site will be your three or four character site ID.
The following screen will appear, press the login button to login into clearPath.
1.3.3.1. Starting a Web Based Audit Session
From the main clearPath menu choose Audits | Sessions.
From the Action dropdown choose Start a New Audit Session.
Set the audit session fields.
Session Name (normally leave this field blank)
Choose the Site and Patient Care Area.
Choose your Observer ID/Name.
Add a comment. This comment applies to the entire audit session (i.e. Unit is in outbreak, training provided prior to session, etc). The maximum number of characters for this comment is 255.
1.3.3.2. Web Based Auditing
Start the audit by choosing the health care provider type, next choose the moment, and then select Rub and/or Wash. Check any attributes such as gloves, nails, bracelets, or rings observed.
Note
You will need to periodically press the orange checkbox to the far right to commit/save your work. Once you have committed the work the yellow banner at the bottom of the screen will disapear and you will be able to move to another auditing page.
1.3.3.3. Rejoining a Web Based audit
Occasionally you may inadvertently browse away from the audit session currently in progress. As long as you don’t close the browser on your desktop, and or mobile device you can rejoin your audit in session by clicking on the Click here link. If you close your browser the session will be abandoned and any data that is committed will be saved, and uncommitted data will be lost (maximum of 16 observations).
1.3.3.4. Viewing Web Audit Sessions in Progress
Web based audit sessions do not need to be sync’d with clearPath as do audits collected with the cp2go software. These audits are already in clearPath. Administrators can view audits in progress from the audit session screen (Hand Hygiene | Audit Sessions). All in progress audits are shown in yellow. The auditor, site and PCA are shown as well as the duration and the number of completed observations.
Note
Audit sessions that are open for more than 8 hrs are automatically closed by clearPath as they are assumed to be abandoned. Observation data collected are not included in reports until the audit session is closed.
1.3.4. Windows
1.3.4.1. Login
With the new cp2go application users need to login to the application.
1.3.4.2. Main Screen
1.3.4.3. Setup Screen
1.3.4.4. Setup About
1.3.4.5. Setup Logs
1.3.4.6. Setup Device Type
1.3.4.7. Audits to Sync
1.3.4.8. New Audit
1.3.5. Android Tablets
See the screenshots for the Windows desktop version of cp2go in the previous section.
1.3.6. Android Phones
1.3.6.1. Login
1.3.6.2. Main
1.3.6.3. Setup
1.3.6.4. About
1.3.6.5. Logs
1.3.6.6. Device Type
1.3.6.7. Start a New Audit
1.3.6.8. Session Screen
1.3.6.9. Select an HCP
1.3.6.10. Select Indicators
1.3.6.11. Select Attributes (optional)
1.3.6.12. Close Session
1.3.6.13. Audits to Sync
1.4. Sync Process
Sync’ing serves two purposes, first it transfers completed audit sessions to clearPath and secondly it downloads updated configuration data (auditors, facilities, patient care areas, health care provider types) from clearPath.
1.5. Sync Troubleshooting
If you are unable to sync cp2go with clearPath, please check the following:
1.5.1. WiFi
You are connected to your corporate WiFi network. Check the status bar at the top left of the iPad. If there are no bars present the device is not connected to a network. You will need to see the wifi signal strength bars to the right of iPad, ensure that you have at least two bars. Try moving to another area and try to sync again. If your device is connected to your corporate guest network, please ensure that your wifi connection has not expired.
Start the Safari browser and see if you can connect to www.google.com, or www.microsoft.com. If you get directed to a sign on page, sign back into the guest network and attempt to sync your data again.
1.5.2. Maintenance Mode
If you see this message clearPath is in Maintenance Mode and not accepting audits, please wait and try and sync your audits at a later time, or contact support@clearpathhealthsolutions.com. clearPath is only ever in maintenance mode while an upgrade is in progress. Maintenance is alway scheduled ahead of time.
1.5.3. Expired User/Machine Account
The user account or the machine account used to sync cp2go to clearPath has expired. Contact your clearPath administrator or support@clearpathhealthsolutions.com to update the account.
1.5.4. Auditing Device is Disabled
Your system administrator has disabled the ability to sync audits from a specific tablet. Contact your clearPath system administrator or support@clearpathhealthsolutions.com.
1.5.5. License Key Expired
The hand hygiene module license key has expired and is no longer accepting audits. Please contact your clearPath system administrator or contact support@clearpathhealthsolutions.com.
1.5.6. Invalid Sync File
A Invalid Sync File can occur for a number of reasons:
the update sync file somehow got corrupted in transit
There is an invalid character in a facility, unit, hcp, comment field
The WiFi coverage is poor resulting in data errors
The clearPath server is restarting and is currently unavailable
Tip
If you see the invalid sync file message, we would recommend waiting a few minutes and then try to sync again. If after a few minutes the problem persists, then send an email to support@clearpathhealthsolutions.com, please include your username so we can check your account status.