Bridge Referral Application Administrator Training

Transcription

1 Emmalilly Hoxsie, Communication Specialist Mary Graham, Manager, Community Engagement Carrie Strom, Implementation Consultant June 1, :30 am Welcome! 6/1/ Emmalilly Hoxsie Communication Specialist Referral Administrators THANK YOU! Training webinars Prepare Referral Administrators to use the upgraded tool Referral Admin designation within the tool Name of Pres 1

2 Agenda 6/1/ Welcome + Introductions Referral Application + Upgrade Overview Installing the upgrade software Accessing the Preview Mode Admin Actions Creating and managing users Creating and managing provider lists Editing the Referral Questionnaire (formerly called the Homepage) Resources available to admins, technical contacts, and users Questions Presenters 6/1/ Mary Graham Mgr, Community Engagement Carrie Strom Implementation Consultant Name of Pres 2

3 What is the Referral Application? 6/1/ Secure system for sending and receiving referrals Assists in meeting programs requirements such as PCMH, CPC+, and MIPS etc Helps close gaps in the coordination and continuity of patient care Supports practice workflow EMR independent Legacy Referral Application 6/1/ Name of Pres 3

4 Upgrade Overview 6/1/ Command Center GLHC Bridge Enhancements User interface look and feel Managing the referral process Speed and performance Future Optional Features Comprehensive reporting More applications add to the Bridge 6/1/ Name of Pres 4

5 Upgraded Referral Application 6/1/ Upgraded Referral Application 6/1/ Name of Pres 5

6 Upgraded Referral Application 6/1/ Upgraded Referral Application 6/1/ Name of Pres 6

7 Upgraded Referral Application 6/1/ Upgraded Referral Application 6/1/ Name of Pres 7

8 What s new? 6/1/ Updated user interface Mac compatible Urgent flag Save draft Referrals Create a personal watch list Preview Questionnaire Referral data no longer stored locally Single user can access multiple sites Future Optional Features 6/1/ Comprehensive Reporting An EMR Sensor Incorporate the EMR s CCD into the Referral Identify Providers in your Network Name of Pres 8

9 Upgrade Timeline 6/1/ Installing the upgrade software 6/1/ Installation Guide + Download File Versions 64 bit Windows Version (most users) Mac/Apple Version 32 bit Windows Version Name of Pres 9

10 The Preview Mode 6/1/ Installation 2. Referral Administrators receive their username and temporary password from GLHC in separate secure s 3. Log in to the Bridge and will be in in Preview Mode Prior to being viewable to the live network Admin Actions Admin Actions 6/1/ Activate users Create a temporary password for each active user Add address (optional) 2. Activate providers Review middle initial Review credentials Review specialties 3. Review the Questionnaire Name of Pres 10

11 Accessing the Bridge 6/1/ Double click on the H icon Or Click on the red icon 2. Select Sign In 3. Log-in using username and Temporary password Accessing Admin Settings 6/1/ Click on the Settings Tile 2. Select Admin Name of Pres 11

12 Accessing User Settings 6/1/ Click on your org name 2. Click Manage Users Managing Users 6/1/ All users have been added Users will be inactive Create a temporary password Optional: Add address Changes will Auto Saves (flashes green) Name of Pres 12

13 Creating a new user 6/1/ Additional User Settings 6/1/ Make an admin Activate/De-activate Reset password Reset pin Name of Pres 13

14 Unlocking a User 6/1/ Create and Managing Providers 6/1/ Name of Pres 14

15 Creating and Managing Teams 6/1/ First Name Hospice Last Name Team First Name: Early Childhood Services Last Name: Team Creating and Managing Specialties 6/1/ Name of Pres 15

16 Managing Provider List 6/1/ Review list of Providers 2. Review specialties 3. Activate Provider 6/1/ Questionnaire / Homepage Name of Pres 16

17 Eliminates pain points 6/1/ Unique to each organization Share general and timely information about your organization with the network Information about the patient that you need prior to accepting the referral The upgraded application allows Referral Admins to preview their questionnaire (logo and questions) prior to posting it to the network Navigating to the Questionnaire 6/1/ Referral Application Tile Select the Settings icon Select Inbound Referrals Form Name of Pres 17

18 Edit Sections 6/1/ Design 2. Rules 3. Attachments 4. Preview Question Types 6/1/ Checkbox Group (multiple answers) Date Field Header (name of your organization) Paragraph (instructions) Radio Group (shows list, one answer) Select (dropdown list, one answer) Text Field (one line answer) Text Area (paragraph answer) Name of Pres 18

19 Show Questionnaire Preview 6/1/ Don t get this confused with the Preview Mode Admin Actions 6/1/ Activate users Create a temporary password for each active user Add address (optional) 2. Activate providers Review middle initial Review credentials Review specialties 3. Review the Questionnaire Name of Pres 19

20 Upgrade Timeline 6/1/ Resources 6/1/ User Guides Admin Responsibilities Using the More Admin Training June 7 Manage User and Provider Lists 6/7 4 PM Editing and Previewing the Questionnaire 6/12 12:30 PM User Trainings Webinars and in person in Grand Rapids Starting June 11 Name of Pres 20

21 Resources 6/1/ GLHC Implementation Consultants Regional GLHC Support (844) /1/ Questions Name of Pres 21

22 6/1/ THANK YOU! Name of Pres 22