Requesting Access to QIES Business Intelligence Center

Transcription

1 Requesting Access to QIES Business Intelligence Center The QBIC application utilizes the CMS Enterprise Identity Management (EIDM) and multi-factor authentication from the QualityNet Authorization & Role Management (QARM) system. To access QBIC, you will need to complete the following steps: 1. Register in EIDM for a User ID and Password 2. Request access to QARM, Identity Verification, and Multi-Factor Authentication 3. Submit a request to be a QBIC end user in the QualityNet Secure Portal 4. Submit a QBIC Access Request Form for data access NOTE: If you already have a User ID from EIDM and/or have completed Identity Verification and Multi-Factor Authentication preferences in QARM, you can skip those steps. To check this, log into and check to see if you have a Quality Reporting Programs box displaying on the My Portal page. Click on the Quality Reporting Programs box to see if QualityNet Secure Portal is listed. 1. Register in EIDM for a User ID and Password 1. Open your browser and go to The CMS Secure Portal screen displays.

2 CMS 2. Click the New User Registration link. The Step #1 Choose Your Application screen displays.

3 3. Click on the Select Your Application dropdown menu and select QARM: Quality Net Authorization & Role Management. 4. Read the Terms and Conditions and then click the I agree to the terms and conditions checkbox. The Next button becomes active.

4 5. Click the Next button. The Step #2: Register Your Information screen displays. 6. Enter your information and then click Next. The Step #3: Choose User ID and Password screen displays. NOTE: All fields with an asterisk (*) preceding the field name are required fields and must be entered. The Social Security Number field does not have an

5 asterisk, but it is a required field due to the Identity Verification process. 7. Enter the User ID and Password you would like to use for access to your applications, answer three challenge questions and then click Next. NOTE: The User ID is limited to 50 characters total for QBIC. 8. The Registration Summary page is displayed. Verify your information is correct. Click the Submit User button. 9. A confirmation message is displayed. Click here in the confirmation message to return to the CMS Secure Portal screen.

6 NOTE: A confirmation is sent to the address you registered with the User ID you created. 2. Request access to QARM, Identity Verification and Multi-Factor Authentication 1. From the CMS Secure Portal, enter your User ID and password. 2. Read the Terms and Conditions and then click I Accept. The My Portal screen displays.

7 3. Click the Request/Add Apps button. The My Access screen displays a list of applications. 4. Click in the Access Catalog field and begin to type QualityNet Authorization and Role Management. The screen refreshes and displays the QualityNet Authorization and Role Management (QARM) application. 5. Click on the QualityNet Authorization and Role Management (QARM) Request Access button. The Request New Application Access screen displays.

8 6. Click the Down Arrow to the right of the Select a Role field, and select QualityNet User from the list displayed. The Request New Application Access screen refreshes. There is a question for Professional Credentials (not pictured) that you can leave blank. 7. Click Next. The Identity Verification screen displays.

9 8. Read the information on the screen, and then click Next. The Terms and Conditions screen displays. 9. Read the Terms and Conditions, and then click the I agree to the terms and conditions checkbox. The Next button becomes active. 10. Click the Next button. The Your Information screen displays. 11. Enter your information, and then click Next. The Verify Identity screen displays your credit information from Equifax. NOTE: Your Social Security Number is a required field.

10 12. Make the appropriate selections, and then click Next. The Complete Step Up screen displays. NOTE: Some of the questions may not apply to you or the selections available are not correct. In this case, select the answer NONE OF THE ABOVE/DOES NOT APPLY. You only have 10 minutes to complete the Identity Verification. If you do not complete it within the given time frame, you must begin the Identity Verification process again. 13. Click Next. The Multi-Factor Authentication screen displays. M 14. Click Next. The Register your Phone, Computer or screen displays. 15. Click the down arrow to the right of the MFA Device Type field and select the MFA Device desired from the list presented. If you choose the Phone/Tablet/PC/Laptop option, you will need to download and install the Symantec VIP application to your phone, tablet 16. or computer from No downloads are required for the Text Message (SMS) or options. NOTE: You can set up additional MFA devices after your initial set up by logging into Once logged in, you can select the down arrow next to your name in the top menu bar and select the My Profile option. Select the Register MFA link to open the Register Multi-Factor Devise page. In the Choose MFA Device dropdown, select the MFA option you wish to add. Click the Submit button to add the option to your account.

11 17. Enter required fields, and then click Next. The Confirmation screen displays and a confirmation is sent to your address on file. 3. Submit Request to Access QBIC Application NOTE: Users that are both a QBIC User and Organization Security Official, which allows you to approve requests for QIES access from other users in your organization, will need to make two requests. See the instructions to Request QARM Organization Security Official Role document for the step by step process to request that role. 1. Open your browser and go to The QualityNet Home screen displays. 2. Click the Log In button. The Choose Your QualityNet Destination screen displays. 3. Click the QIES Business Intelligence Center link in the menu. The Terms and Conditions screen displays. Select the QualityNet Secure Portal application or

12 program to log in to the portal.

13 4. Read the Terms and Conditions and then click I Accept. The Welcome to CMS Enterprise Portal screen displays. 5. Enter your User ID and then click Next. The Password screen displays. 6. Enter your Password, select the desired MFA Device Type, enter the MFA Security Code and then click Log In. The Welcome screen displays.

14 NOTE: Depending upon the MFA Device Type selected, you may need to click Send in order for the code to be sent to your selected device. 7. Click the Down Arrow to the right of User Profile in the top menu bar and select My Account from the menu displayed. 8. The Quality Report Systems: My Tasks screen displays. Click Request My Access link under the Manage My Access group. The Request User Access screen displays. 9. Click the Drop Down Arrow to the right of the Program field and select Quality Improvement and Evaluation System.

15 10. Click the Magnifying Glass to the right of the Organization field. The Search Organizations screen displays. 11. Enter keyword search terms to find your place of employment in the Org Name field and select the Search button. Two versions of the organization will appear. Under the Org Type heading, click the organization type associated with your place of employment (Not the organization with an Org Type of QARM Org Security). Click OK. Note: For Regional Office users, use Regional as the keyword search term. All Regional Offices are listed as Regional Office. Choose the option with an Org Type of Regional Office. Note: For State Survey & Certification users, search using the name of your state. All states are listed as State of X (i.e., State of Ohio). Choose the option with your state that is listed with an Org Type of State Government. 12. The Search Organization window closes and returns you to the Request User Access page. You will need to scroll up to see the next options. Click the Down Arrow to the right of the User Role field and select the desired role. 13. Click the Down Arrow to the right of the Approvers field and select an approver. 14. Click Submit Request. The Submit Request Confirmation pop up dialog box displays.

16 15. Click OK. A confirmation screen displays confirming the Request ID and User ID. 16. Record your Request ID and you will receive a confirmation at the address you registered with containing this Request ID confirming that your access request has been submitted. Click OK. 17. A confirmation will be sent to the address used when you approved. 18. Once approved, access requested can be granted to the user account in QBIC. 4. Submit QBIC Access Request Form for QBIC Data Access Facility-level data are available in the Survey & Certification (Includes CLIA and Provider/Enforcement (AEM) Data), MDS QI and OBQI groups. The QBIC groups that access patient/resident-level (privacy) data include MDS, MDS Swing Bed, OASIS, IRF-PAI, LTCH, and ACTS. Caution: The patient/resident-level data available in the QBIC application is PRIVACY DATA, and great care must be taken when obtaining, storing and distributing this data. Only staff member with an actual business reason to access patient/resident-level privacy data should have this access. Step 1: Requester completes the QBIC Access Request Form. Be sure to enter the User ID you created in the first step of the access request process in the EIDM/QARM User ID box. Step 2: Requester must sign Privacy Act Advisory Statement included with the request form. Use black or blue ink. Step 3: Requester submits the original form and privacy statement. a. If Requester is associated with a State Agency, forward the original forms to that state agency. Continue with Step 4. b. All other requesters forward the original forms to the CMS Central Office. Continue with Step 6. Step 4: Mail the original form to the associated CMS Regional Office Contact (ASPEN/QIES). Step 5: Regional Office Approval. The RO-designated coordinator approves or denies the request. If the request is approved: RO Coordinator checks the CMS Regional Office box on the CMS Authorizer Signature line RO may either forward the scanned form OR a list of approved requests (including the requester s name, telephone number, address, and the data groups and roles approved for each requester) to the CMS Central Office by at qies_national_data_access_request@cms.hhs.gov. RO keeps original access request forms.

17 If the request is denied: RO indicates DENIED and signs on the CMS Authorizer Signature line of the form. RO keeps the original access request form. Step 6: CMS Central Office forwards approved requests to the QTSO Help Desk. Step 7: The QTSO Help Desk s the requester when application and data access steps are completed for the user account. Important Notes: Users that currently have access to data groups they no longer have a business need to access must also completed a QIES Business Intelligence Center Access Request form, sign the privacy statement and submit the forms for documentation purposes. Check the Change Access box, indicate the User ID to modify, and detail the group(s) to be removed. State approving officials must submit a QIES Business Intelligence Center Access Request Form to their Regional Office to request a delete when an employee leaves, changes jobs, etc. Indicate this by checking the Delete User ID box. If a user has any questions about any steps in this process, they should contact the QTSO Help Desk at or help@qtso.com.