SUPER USER GUIDE. For Practice Performance Registry. Rachel Bryan

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1 SUPER USER GUIDE For Practice Performance Registry Rachel Bryan

2 Super User Guide Welcome, Super User. You are a Super User because you have a special user account used for system administration. You ll be in charge of managing the accounts of other users in your organization. This guide will walk you through the process. 1 SHAREPOINT ENVIRONMENT ACCESS The DARTNet Institute Practice Performance Reports are hosted in a SharePoint 2013 server. To access the site, follow these steps: 1. Navigate to DARTNet SharePoint Site 2. Enter your credentials when prompted. The Security box may look different depending on your browser (i.e. Google Chrome vs Explorer) and on which browser version you are using. Regardless of what it looks like, you will type your username and password as shown here: a. Username will be DARTNET\<firstname>.<lastname>, for example DARTNET\Jane.Smith b. You will be assigned a password for initial login by system administrator. Once logged in, you will be able to change your password for future access. 3. When you have successfully logged in, you will see the main DARTNet Members landing page. These are the sections that you will have access to view: a. Documents contains user guides and documents to help you navigate the Registry and DARTNet site. b. Performance Reports reports by organization and patient to benchmark organizations against one another that are in the aggregate DARTNet Registry dataset. c. User Administration where you will go to add / manage Practice User credentials d. Change your Password allows you to change your password 4. To change your Password, Choose Change your Password from the options on the left hand menu. a. Follow the requirements and create a new password. b. Click Change Password You now should be ready to set up user accounts and add practice and organization information. 2 ADDING USER ACCOUNTS User accounts are stored in Microsoft Active Directory. Active Directory (AD) is a directory service for Windows domain networks. It is included in most Windows Server operating systems. 1 P a g e

3 The user accounts need to be assigned to an organization and a practice. To access the AD management screen, click the User Administration link in the left hand navigation. Information that you will need to have for each User that you are going to add: User First Name / Last Name User s Cerner EMR (Power Chart) Login Username User Expand your top level Organizational Unit to see sub Organizations and Care Sites (practices). If you are a larger Organization, you will need to decide if you want to add the User at the Organization level or the Care Site level. Adding a user to the Care Site level will only allow that user to see their specific Care Site in the Care Site Reports. By adding a user at the Organization level, you allow that user to see all trending at Organization level and all Care Sites within the Care Site report. If your Care Sites do not normally share data then you may wish to add users at the Care Site level so that they are not privy to benchmarking data related to Care Sites that they are not affiliated with. 2. Locate the Organization or Care Site for which you want to add the user. 3. Right-click this Organization or Care Site and select Create User. 4. The Users User logon name will be the same as their Cerner EMR username. You will need to collect these from each user that you plan to add an account for. 2 P a g e

4 5. Create a password for the user. a. Password must be a minimum of 7 characters long and contain 3 of the following categories: i. Uppercase characters, Lowercase characters, Numbers, Special Symbols (! $ % # etc) b. Suggested Password Cerner*(user initials) i.e. For Susie Jones, PW Cerner*sj 6. De-select the default option User must change password at next logon you should not have any of the check boxes checked at this point. If the user would like to change their password then they will have the ability to do that when they log into their account but it is not mandatory. The Super User will be in charge of changing the User password if they forget their password. Instructions for this in Section 3 below. 7. Click Next. 8. Check the box next to the appropriate organization for the user. It will be named like their practice unit and click Finish. 9. On the confirmation page, click Click here to edit user properties. At this point you may edit the User properties such as , address, phone and organization information. This section is not mandatory however it can be helpful in the event that you need to reset a User Password and the user the new password information. 3 P a g e

5 10. Add User address and Click Save. The User is now set up. Repeat this process until all Users are added. 3 MANAGING USERS / PRACTICES / ORGANIZATIONS You can edit the names of your organization and practices by using the same User Administration tool, as described above. This is accessible from the User Administration link in the left hand navigation. 1. To rename your Organization or Practice: Right-click on the name of the organization or practice you want to edit and chose Rename. (See image on left below) This will change the display of the Organization or Practice name in the reports. The names will sync overnight after you make a change. 2. To reset a user password: a. Right-click a user and choose Reset Password. (See image on right below) b. Enter a new password. Click Reset. c. User once this is complete with new password information. d. The User can then create a unique / secret password upon first logon. 4 P a g e

6 3. To add details: Click the name of the organization or practice and add information in the right-hand panel. a. Description / Street / City / State / Zip / Country are fields to edit. 4 ADDING ATTRIBUTES / SPECIALTY GROUPINGS TO CARE SITES By assigning attributes to your organization it is possible to compare your practice s performance against other practices with similar organizational attributes. Attributes group organizations based on: Clinic type, Clinic setting, Clinician count, Network, and Specialty. The attribute feature is accessible from the User Administration link in the left hand navigation. Attributes can only be added at the Care Site level, not the Organization level. Follow the steps below to add Attributes to your Care Sites: 5 P a g e

7 1. Highlight the Care Site that you wish to modify. To highlight, click the Care Site in your Organizational drop down. A field will appear under the Care Site Groupings and Specialties heading to the right of the Active Directory 2. Select specific attribute for the chosen Care Site: a) Click the Add new record option (located at the top left of the Care Site Groupings and Specialties box) b) Click on the attribute drop down menu to browse attributes c) Select the attribute you wish to add d) Click update to save your changes 3. Repeat the process outlined above to add as many attributes as you would like to a Care Site. You must click update every time you add a new attribute to save your changes. 4. Repeat this process for all Care Sites that you would like to track performance for in the Organizational Groupings Report. 6 P a g e

8 5 LOGGING OUT To log out of the performance reports you need to exit from the browser exit (usually an X ) found at the top right hand of the internet browser window. Do not exit from the tab that you have open as this will not complete the log out. 7 P a g e