The following section includes some basic steps for getting started with the CareDirect MedServe. When following these directions, it is recommended that the steps are completed in the order in which they are presented. Additionally, many steps are linked to other sections in the manual if more detail is needed for specific actions.
Installation
Please refer to the Installation Instructions manual for installation instructions and warnings. The Installation Instructions are included with the cabinet and can also be accessed online (see Other Manuals).
Setting up the Cloud
The following steps outline the procedure for setting up the cloud account on the CareDirect website:
- Be sure that a temporary password has been provided for access to the cloud portal. If not, contact CareDirect
- Using the associated email and temporary password sent to that email, login on the CareDirect Portal and set a permanent password (see Accessing the Cloud for the first time)
- Configure the facility drugs that will be added to the cabinet (see Facility Drug Maintenance)
Setting the Cabinet up
The following steps outline the procedure when accessing the cabinet for the first time:
- Login Using the Factory Admin code (10597) (see Accessing the Cabinet for the first time)
- Establish a network connection for the cabinet (see Network Settings)
- Update the cabinet to the latest firmware (see Firmware Update)
- Register the cabinet with the cloud using the email and password set in Setting up the Cloud above. (see Cloud Settings)
- Create a new Administrator account (see Adding New Users)
- Configure the Bins in the cabinet with the desired medications and supplies (see Bin Configuration)
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