LKTransfer For Iphone - Complete User Guide

LKTransfer
Mobile
User Help Guide
App Version 1.1.0
12-2010
LKTransfer Mobile
User Help Guide
Table of Contents

VERSION RELEASE NOTES ................................................................................................................. 3
WHAT IS LKTRANSFER FOR IPHONE? ................................................................................................... 4
HOW TO…? ................................................................................................................................... 4
GET STARTED ................................................................................................................................ 4

LOGIN ........................................................................................................................................ 4
Remember Username ............................................................................................................... 4
Read About the Product............................................................................................................. 5
LEARN ABOUT DASHBOARD VS. FAVORITES ................................................................................................. 5
FIND AN ACCOUNT OF INTEREST ............................................................................................................ 5
On the Dashboard .................................................................................................................... 6
In Favorites ............................................................................................................................ 6
By Searching ........................................................................................................................... 6
READ ACCOUNT INFORMATION ............................................................................................................. 6
Identify Account Types .............................................................................................................. 6
Identify In-‐Transit Statuses ......................................................................................................... 6
Distinguish Basic from Advanced Views ......................................................................................... 7
View In-‐Transit List of Files ......................................................................................................... 7
View the Content of a File .......................................................................................................... 7
SCREEN FLOW ................................................................................................................................ 7
1. LOGIN ..................................................................................................................................... 9
2. DASHBOARD .............................................................................................................................. 9
3. SEARCH ................................................................................................................................. 10
4. RESULTS ................................................................................................................................. 10
5. FAVORITES .............................................................................................................................. 11
6. FAVORITES EDIT......................................................................................................................... 11
7. ACCOUNT DETAILS ...................................................................................................................... 11
8. FILES .................................................................................................................................... 12
9. FILE CONTENT .......................................................................................................................... 12
10. ABOUT ................................................................................................................................ 12
11. OPTIONS .............................................................................................................................. 13
TABLE OF FIGURES
FIGURE 1: SCREEN FLOW ................................................................................................................. 8
2 LKTransfer Mobile User Help Guide (v.1.1.0)

©2010 by ELLKAY, LLC. All Rights Reserved.
LKTransfer Mobile
User Help Guide
Version Release Notes

As new versions are introduced, we will maintain a list of major noteworthy enhancements and changes included
in each build here. Other smaller changes may also be included in updates that may not appear below.
Version 1.1.0
• This version is the first publically available build of LKTransfer Mobile.
• Upon the release of subsequent build updates, this page will have a list of key areas of improvement or
enhancement in that particular version.
• Any build prior to 1.1.0 is no longer recommended. If you participated in the pre-‐release program, please
completely remove your app, then re-‐download LKTransfer Mobile from the iTunes App Store.

LKTransfer Mobile
User Help Guide
What is LKTransfer for iPhone?
LKTransfer for iPhone is ELLKAY’s iPhone application that allows subscribed users to access their LKTransfer
Dashboard (also available via a browser, usually, at LKTransfer.com), and its inquiry functions using Apple’s iPhone
mobile device. It allows a subscriber to monitor LKTransfer accounts and the status of transferred files remotely
on-‐the-‐go.
Jump to one of the How to…? topics to acquaint yourself with what you can do using this application.
Jump to a specific screen in the table under Screen Flow to acquaint yourself with what you can do using this
screen. Each line in this table is a conversational use case that describes what options are available to the user on
that screen, what data the user can enter, what navigation path the user can take, and how the iPhone responds
to the user’s action.
How to…?
Get Started
You may be reading this on someone else’s iPhone, and wonder how you can get this FREE application for your
own, so you can monitor your own accounts on-‐the-‐go.
Just go to http://www.ELLKAY.com, and download LKTransfer for iPhone.
If you have an LKTransfer account with ELLKAY, you are ready to go -‐ use your LKTransfer Username and Password
to login to LKTransfer for iPhone.
If not, call ELLKAY @ 201-‐791-‐0606 to open an LKTransfer account.
Login
Open the LKTransfer for iPhone application and enter your Username and Password to login.
You may ask your iPhone to remember your User Name, so you do not have to re-‐type it on subsequent visits; it
will be displayed, and all you’ll have to do is enter your password.
Set your iPhone to remember your Username (see below) BEFORE you tap Login. Your iPhone will remember it
only on successful authentication. Your Password is never remembered on your iPhone, so you can rest assure no
one can enter your LKTransfer account in case your iPhone is lost or stolen.
Remember Username
The Remember Username switch is underneath the Login keyboard; tap Done to minimize the keyboard.
The Remember Username defaults to OFF – not remembering.
Tap the ON/OFF switch once to turn it ON, if you want iPhone to remember your Username on successful Login.

LKTransfer Mobile
User Help Guide
If you already entered your Username and Password, tap Login, and iPhone will remember your Username
when you open LKTransfer again.
If you still need to enter your Username and/or your Password, tap any of the two fields to display the
keyboard, and enter their values.
Read About the Product

The About icon (‘i’) is underneath the Login keyboard; tap Done to minimize the keyboard and find the icon in
the bottom right corner.
Tap the About icon to display a screen with product and ELLKAY contact information. Tap Back to return to the
Login screen; all you entered before in the Username and Password fields is there, no need to re-‐type it.
Learn about Dashboard vs. Favorites

1. On successful Login, the Dashboard is displayed as the default Start (Home) page. The Dashboard lists up to
25 accounts, one line per account. These are active accounts that had file transmissions today, the default
period of activity displayed on the Dashboard.
2. Favorites display a list of favorite accounts. You can add any account to your Favorites, or remove it from
your Favorites. The list of Favorites displays up to 25 accounts, one line per account, whether or not there
was activity for the account in the default period – today.
3. Both the Dashboard and Favorites may display more than 25 accounts. To view not visible accounts, scroll
down to the bottom of the list and tap Show 25 More....
4. Both the Dashboard and Favorites display for each account line the account name, account number,
account type, system name, and the number of files in several in-‐transit statuses.
5. At any time, you may change the default Start (Home) page from Dashboard to Favorites (and back) by
going to the LKTransfer Options screen, which you access from the iPhone Settings.
6. At any time, you may change the Dashboard default period of activity by going to the LKTransfer Options
screen. The default period can be specified by selecting periods from a list (Today, Yesterday, This Week,
This Month, etc.), specifying a From-‐To range of dates, or, alternatively, specifying the Last ‘X’ Hours of
activity (in which case, any other period is ignored).
7. At any time, you may change the User Experience by going to the LKTransfer Options screen. User
Experience allows you to select a Basic or Advanced view on the Dashboard or the Results screen. Favorites
always displays the Advanced view.
8. Note that these settings remain in effect until you change them; therefore, if you selected to see on your
Dashboard only, say, the last 2 hours of activity, don’t be surprised if you don’t see anything on the
Dashboard the next morning.
Find an Account of Interest

There are three default account lists from which you can select an account of interest: Dashboard, Saved Search,
and Favorites.
1. Dashboard list of accounts is altered only from the LKTransfer Options screen, which you invoke from the
iPhone Settings. Dashboard defaults include activity period, and account population (e.g., all accounts
whose name begins with ‘ABC’).

LKTransfer Mobile
User Help Guide
2. Saved Search list of accounts is altered each time you tap the Search button on the Search screen, while the
SAVE THIS SEARCH switch is ON.
3. Favorite accounts are added from the Account Details screen, and edited or deleted from the Favorites
screen.
On the Dashboard
1. Scroll through the list of accounts.
2. If you can’t find the account of interest, you may Show 25 More accounts and scroll through the extended
list – repeat adding until you find the account, or the entire Dashboard list is displayed.
3. Instead of scrolling through an increasingly longer list, you can type the first few characters of account
name or number, and tap Search. All accounts whose name or number match the search string will be
displayed, regardless of whether or not they were active – see By Searching below for an extended Search.
In Favorites
1. Scroll through the list of accounts.
2. If you can’t find the account of interest, you may Show 25 More accounts and scroll through the extended
list – repeat adding until you find the account, or the entire Favorites list is displayed.
By Searching
1. You can find accounts of interest by specifying their activity period and their account name or number
(similarly to the Dashboard search).
2. If the Results list is longer than 25 accounts, you may Show 25 More accounts and scroll through the
extended list – repeat adding until you find the account, or the entire Results list is displayed.
Read Account Information

The Dashboard and Favorites display a list of up to 25 visible and scrollable accounts. If the list includes more than
25 accounts, scroll down to the bottom of the list, and tap Show 25 More… to add the next 25 accounts to the
scrollable list. Keep adding to the list until Show 25 More… is no longer displayed.
Each account in the list displays the account name, account type, account number, system name, and four file
counts associated with each file’s in-‐transit status.
Identify Account Types

Currently, there are three account types:
− Orders (O)
− Results (R)
− Demographics (D)
However, additional types may be added, customized to your needs.
Identify In-‐Transit Statuses

There are five statuses that reflect the in-‐transit stage of a file:
− Available – means that the file is available for being picked up by LKTransfer,

LKTransfer Mobile
User Help Guide
− Pending – means that a file in LKTransfer is pending delivery to its destination,
− Delivered – means that LKTransfer delivered the file to its destination,
− Unprocessed – means that LKTransfer has not processed nor delivered the file to its destination,
− Errors – means that LKTransfer found errors while processing the file; the file is not delivered to its
destination.
Distinguish Basic from Advanced Views

There are two views (aka User Experience) you can select from, Basic and Advanced. A selected view is
displayed on the Dashboard and on the search Results screens.
The Advanced User Experience is preset by default. This view presents the number of files for all In-‐Transit
statuses (Available, Pending, Delivered, Unprocessed, and Errors).
The Basic User Experience view presents the number of files for a subset of In-‐Transit statuses (Pending,
Delivered, and Errors).
Note that Favorites always present the Advanced view, regardless of which view is selected for the Dashboard
and Results.
View In-‐Transit List of Files

The number of files in each In-‐Transit status is displayed on the Account Details screen. Tap an In-‐Transit status
line, and you’ll see the list of file names with the time each file was received and delivered.
View the Content of a File

A transferred file may be in different formats (text, HL7, PDF), and, in many cases, LKTransfer transforms the
file. This means that the delivered file’s content may be formatted differently than the original; nevertheless,
retaining the original information meaning. Original picked up data may differ from delivered data due to on-‐
route data conversion.
When you open a file, you can view its Original Data content, its Delivered Data content, and a Debug Log that
shows transfer and conversion information that occurred from Original Data file to Delivered Data file (if any).
Screen Flow
A user opens the LKTransfer Mobile application by tapping the LKTransfer icon from the iPhone applications
screen.
LKTransfer displays the Login screen.
The following screens constitute the LKTransfer Mobile iPhone application:
1. Login
2. Dashboard
3. Search
4. Search Results
LKTransfer Mobile
User Help Guide
5. Favorites
6. Favorites Edit
7. Account Details
8. Transfer Action Files
9. Transfer File Content
10. About
11. Options
This Help screen is invoked from the More… icon in the bottom right corner of each screen.
2.
Dashboard
7. 9.
LKTransfer 1. 3. 4. 8.
Account File
for iPhone Login Search Results Files
Details Content
5.
Favorites
6.
10.
Favorites
About
Edit
iPhone 11. More…

Settings Options > Help
Figure 1: Screen Flow
Each section in the table below describes an interaction between you and the LKTransfer application:
• LKTransfer Screen – identifies the screen you are on,

• Displays – what iPhone displays when opening the screen,
• User Action – what data you enter, and what you do to monitor the activity in your accounts,
• LKTransfer Goes To – the screen that iPhone displays in response to your action.

LKTransfer Mobile
User Help Guide
LKTransfer Displays User Action LKTransfer

Screen Goes To
Enter your LKTransfer.com Username and Password, and tap
1. Login Login. 2.
-‐ If Login is rejected, Dashboard
call ELLKAY Support at 201-‐791-‐0606 OR
-‐ To Remember Username, 5.
Tap Done to minimize keyboard, and Favorites
Tap ON/OFF to turn it ON or OFF (default), then
Tap the Username field to display the keyboard Depending on
-‐ To erase any entered data, Start Page
Tap Clear. setting – see
11.
Options.

To read the ‘About’ information,
10. About
-‐ Tap Done to minimize keyboard, and
-‐ Tap the ‘i’ icon at the bottom right-‐hand corner of the screen.
To find an account of interest,
2. Dashboard -‐ Scroll down through the (up to) 25 displayed accounts, 7. Account
-‐ Tap Show 25 More… to add the next 25 scrollable accounts to the Details
display,
-‐ Enter an account number or name prefix as a search value, and
then tap Search to display all matching accounts.

To view details of an account of interest,
– Tap the account of interest.
To perform an advanced search,
– Tap the Search icon on the bottom bar. 3. Search
To display favorite accounts,
– Tap the Favorite icon on the bottom bar. 5. Favorites

LKTransfer Mobile
User Help Guide
Tap Period, and select the period of account activity to search for. 4. Results
3. Search If ‘Range’ is selected,
the fields Date From and Date To appear; tap each field and select
the date range.

Tap Account, and enter the account name or account number (or
any subset string of characters); LKTransfer will search for all
accounts having that string in their name or number.
If no account is entered, LKTransfer will search for all accounts for
the specified period of activity.

Tap Last ‘X’ Hours, and enter the number of hours as the search
period. If number of hours is entered, it overrides the Period
parameter above; any entered period is ignored.

Tap Search -‐ the Results screen will list all matching active
accounts for the specified period of time.
_________________________________________
Tap Reset to erase all search fields displayed on the screen; saved
search values (see ON/OFF below) are not erased when tapping
Reset.

Tap the SAVE THIS SEARCH ON/OFF switch to save these search
criteria in cached memory for subsequent visits to the Search
screen.
If ON, the search values are populated when this screen is invoked
again.
If search values are changed and the switch is ON when tapping
the Search button, the new values are saved for subsequent
searches.
If search values are changed and the switch is OFF when tapping
the Search button, the previously saved values (if any) are used for
subsequent searches.
Tap Dashboard on the bottom bar to go to the Dashboard without
executing or saving the search. 2.
Dashboard
Tap Favorites on the bottom bar to go to your favorite accounts
without or saving executing the search. 5. Favorites
Tap Back to return to the previous screen without executing or Previous
saving the search. Screen
4. Results -‐ Scroll down through the (up to) 25 displayed accounts, 7. Account
display,

– Tap the account of interest line.
To display the dashboard,
-‐ Tap the Dashboard icon on the bottom bar. 2.
Dashboard

LKTransfer Mobile
User Help Guide

– Tap the Search icon on the bottom bar or the Search (Back) 3. Search
button in the top left corner.
– Tap the Favorites icon on the bottom bar. 5. Favorites
5. Favorites -‐ Scroll down through the (up to) 25 displayed accounts, 7. Account
display.

– Tap the account of interest line.
To edit the favorites list, remove an account from the list or
reorder the list, 6. Favorites
-‐ Tap the Edit button in the top left corner. Edit
Dashboard
To remove an account from Favorites,
6. Favorites -‐ Tap that account’s icon, and then 5.
Edit -‐ Tap the Delete pop-‐up to confirm. The favorite account is Favorites
removed from Favorites. You can add it again as a favorite from
Account Details – see below.

To reorder an account, move it up or down the list,
-‐ Touch and hold that account’s icon and then drag the account
up or down the list and release it.

Tap Done to finish editing, save the new Favorites list, and go back
to the Favorites screen, which will now display the newly edited
Favorites list of accounts.
Dashboard
Tap Add to Favorites to add this account to your favorites list of 2. Dashboard
7. Account accounts. Once tapped, the button will say Favorite. OR
Details 5.
Tap Dashboard, Favorites, or Results button in the top left corner Favorites
to go back to the previous screen. OR
4. Results
Tap one of the in-‐transit statuses to list the files in that status.
Tapping a status with 0 files does nothing. 8. Files

LKTransfer Mobile
User Help Guide

-‐ Tap Dashboard on the bottom bar. 2.
Dashboard
– Tap Search on the bottom bar. 3. Search
– Tap Favorites on the bottom bar. 5. Favorites
Tap a file in the list to open the file’s content; the file’s Original 9. File
8. Files Data opens by default. Content

Tap Account Details to go back and select different in-‐transit
status files. 7. Account
Details
Dashboard
Tap Original Data (default) to view the content of the picked up 8. Files
9. File file,
Content Tap Delivered Data to view the content of the delivered file; if
same as original, it displays “Original & Delivered contents are
identical”,
Tap Debug Log to view the content of the file’s transfer and data
conversion debug log.

Tap Files to return to the Files list.
Dashboard
Tap Back to return to the Login screen.
10. About 1. Login

LKTransfer Mobile
User Help Guide
To preset the Dashboard Defaults, iPhone

11. Options – Tap Timeframe, and choose a default search period from the Settings
drop-‐down menu.

To preset the Login Start Page,
– Tap Start Page, and choose Dashboard or Favorites from the
drop-‐down menu; this is the screen entered on successful Login.

To select which in-‐transit file counts are displayed in Dashboard or
Results screens,
-‐ Tap User Experience, and choose Basic or Advanced from the
drop-‐down menu. Advanced will display all in-‐transit file counts,
Basic – only a subset.

To preset a custom URL replacing the default LKTransfer.com,
-‐ Tap Server URL, and enter a custom URL. If no URL is entered, the
system connects to LKTransfer.com.

Tap Settings to save these options and return to the iPhone
Settings.
Visit LKTransfer Mobile online:

http://www.LKTransfer.mobi
To speak with an ELLKAY consultant about what LKTransfer can do for you, we
encourage you to call us at (201) 791-0606.


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LKTransfer

Table of Contents

WHAT IS LKTRANSFER FOR IPHONE? ................................................................................................... 4

HOW TO…? ................................................................................................................................... 4

GET STARTED ................................................................................................................................ 4

SCREEN FLOW ................................................................................................................................ 7

FIGURE 1: SCREEN FLOW ................................................................................................................. 8

2 LKTransfer Mobile User Help Guide (v.1.1.0)

Version Release Notes

3 LKTransfer Mobile User Help Guide (v.1.1.0)

What is LKTransfer for iPhone?

Just go to http://www.ELLKAY.com, and download LKTransfer for iPhone.

If not, call ELLKAY @ 201-­‐791-­‐0606 to open an LKTransfer account.

The Remember Username defaults to OFF – not remembering.

4 LKTransfer Mobile User Help Guide (v.1.1.0)

Read About the Product

Learn about Dashboard vs. Favorites

Find an Account of Interest

5 LKTransfer Mobile User Help Guide (v.1.1.0)

Read Account Information

Identify Account Types

Identify In-­‐Transit Statuses

6 LKTransfer Mobile User Help Guide (v.1.1.0)

Distinguish Basic from Advanced Views

View In-­‐Transit List of Files

View the Content of a File

LKTransfer displays the Login screen.

The following screens constitute the LKTransfer Mobile iPhone application:

iPhone 11. More…

Figure 1: Screen Flow

• LKTransfer Screen – identifies the screen you are on,

8 LKTransfer Mobile User Help Guide (v.1.1.0)

LKTransfer Displays User Action LKTransfer

9 LKTransfer Mobile User Help Guide (v.1.1.0)

10 LKTransfer Mobile User Help Guide (v.1.1.0)

To perform an advanced search,

11 LKTransfer Mobile User Help Guide (v.1.1.0)

To display the dashboard,

12 LKTransfer Mobile User Help Guide (v.1.1.0)

To preset the Dashboard Defaults, iPhone

Visit LKTransfer Mobile online:

13 LKTransfer Mobile User Help Guide (v.1.1.0)

Das könnte Ihnen auch gefallen

If not, call ELLKAY @ 201-‐791-‐0606 to open an LKTransfer account.

Identify In-‐Transit Statuses

View In-‐Transit List of Files