WinPath xPert Web User Guide

Starting a New Case

Select which template you are using (dependent on specimen/organ type):

Open an Existing Case

Select the Open Synoptic Report button (1) and click on the case you would like to reopen (2).

Entering Information

After launching the template, you are then brought to a blank report. Users then go through each field to fill out their responses. Users select or type in their responses and then go on to the next field until the report is completed. The types of questions/fields that users will enter in information are:

Multiple Choice - Single Select
Multiple Choice - Multiple Select
Text fields
Number fields

As you go through the report, some fields are required (denoted by a red circle next to it). You can tell, at a glance, how many required questions remain unanswered in the bottom left corner of your screen (1).

Navigating Between Questions

On the right side of the screen, where you enter in your responses, you can see buttons used for navigating through xPert. These buttons can either be clicked using mouse/touchscreen, or you can configure your keyboard shortcuts as desired. Specifically, you can tailor how the Tab key will advance you through the report. To learn more about this, please read the How to Use the Tab Key section below. You may also click directly on the question you wish to navigate to.

Next Unanswered: Brings you to the next question that doesn't have a response, skipping over any fields that have been answered already.
Next Required: Skips to the next required question, allowing users to focus only on those required fields to meet standards
Previous: This brings users back to the previous field - no matter if it was answered, required or anything else; it takes you to the field preceding the one you're currently in.
Next: This button navigates users to the next field, again regardless if it is answered or required; it just takes you to the next field in the template.
- xPert can also be configured to enable entering in responses in Single Select fields automatically advances the user to the next question. When you enter in your answer for that field, it automatically navigates you to the next question. To learn more about how to configure xPert to do this, please read the section Using Single Select List Auto-Advance below

Previewing Your Report

As you fill out your report in xPert, if you want to see what the finished product will look like, you can click on the Preview button (1).

Finishing Your Report

Saving a Report

To save a report that is not complete, use the navigation panel and select Save (1). This will allow you to return at a later time and complete the report. xPert Web will send back an “in progress” notification to WinPath but no report text or data.

Submitting a Report

This will complete the report and send the report and SNOMED codes to WinPath (NOTE: you are able to reopen a submitted case, make changes and submit again). Once the case is finalized in WinPath, all required data is sent downstream to the COSD registry.

Exiting xPert

Once everything is saved you can end your xPert session. To exit xPert you can either:

Hit the X on the mTuitive xPert tab (1).
Hit the X in the top-right corner of the browser (2).

FAQ

How to Use the Tab Key

Many users are comfortable using the Tab key to navigate through a form. If you would like to do that, you can configure your tab key so it navigates the way you want it to. Simply click on View (1) and select the navigation action to assign to the Tab key under Default Navigation Action (2).

By configuring this selection, you're not only determining where Tab key will send you, but also changing which button on the navigation pane will be automatically selected (which one is green, as the "Next Unanswered" is in the screenshot). The three options for Tab key are:

Next: This button navigates users to the next field, again regardless if it is answered or required; it just takes you to the next field in the template.
Next Unanswered: Brings you to the next field without any response, skipping over any fields that have been answered already.
Next Unanswered Required: Skips to the next unanswered required question, allowing users to focus only on those required fields to meet standards

Additionally, using Shift+Tab acts the same as hitting the Previous button, sending the user back to the previous question.

Using Single-Select List Auto-Advance

One way to help expedite reporting is using the Single Select List Auto-Advance feature of xPert. By enabling this feature, users automatically move on to the next question as soon as they enter an answer in any single-select section. With any question that only allows for one answer to be chosen out of a multiple choice, as soon as that is selected, the user is navigated to the next section without having to hit the Next button or Tab key.

To enable this feature, select View (1) from top menu bar, and then select Single-Select List Auto-Advance (2).