PM09 Provider Merge and Delete. May 12, 2017

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1 PM09 Prvider Merge and Delete May 12, 2017

2 Release# r Date CR# r Incident # 10/28/2015 Updates resulting frm Supprted Platfrms review Change Descriptin Authr(s) Sectin Mdified Gina Schendwich Thrughut 11/13/2015 Supprted Platfrms peer review Ibrahim Allisn Thrughut 02/11/2016 Supprted Platfrms final review Leah Dienger Entire Dcument 05/02/2017 Prepared dcument fr final submissin Leah Dienger Entire Dcument Tpic Paper Page 2 f 31

3 Table f Cntents 1.1. Intrductin Prvider Merge and Delete Pages Page Prvider Merge Page Overview Page Infrmatin Save Prcessing: Page CRUD Matrix Tab - Persn /Organizatin Prvider Merge/Name Histry Page Infrmatin Backgrund Prcessing: Save Prcessing: CRUD Matrix Page - Prvider Delete Page Overview Page Infrmatin Backgrund Prcessing: Save Prcessing: Page CRUD Matrix Page Pending Prvider Delete Page Overview Page Infrmatin Save Prcessing: Page CRUD Matrix Pp-up Page - Prvider Delink Selectin Pp-up Page Overview Page Infrmatin Backgrund Prcessing Save Prcessing CRUD Matrix Inventries Reference Data Drp Dwns List Bxes Nne Autmated Messages Checklists Ticklers Ntificatins Text Templates Reprts Triggers Batch Prgrams Prvider Delete Requirements Cvered in This Paper Tpic Paper Page 3 f 31

4 1.1. Intrductin Prvider Merge and Delete The prcess described in this dcument are Prvider Merge and Delete, this design will addresses the full scpe f Prvider Merge and Delete functinality in FSFN. The existing business rules fr searching prvider recrds befre creating a new prvider in FSFN will reduce the instances f duplicated prvider recrds. Fr a variety f reasns, there may still be ccasins when a user creates duplicate recrds errneusly. When the user discvers the duplicatin, the user crrects the duplicatin by merging the tw Prvider recrds int a single recrd. Hwever, with the additin f financial functinality in FSFN, the merging f placements is nt allwed if there is financial data attached t the placement. Prvider Merge The merge prcess is cmplex. If the duplicate Prvider recrds have infrmatin assciated with them, such as placements (withut payments) r investigatins, they display with the keep prvider. The merging prcess can be subjective and may require mre detailed analysis befre the user can merge the recrds. Fr example, existing prvider wrk can affect the decisin f which prvider recrd t keep r which prvider recrd t remve. The Prvider Merge design handles the merging f duplicate Prvider recrds by searching ut bth the remve Prvider and the keep Prvider and replacing the remve Prvider s ID with the keep Prvider s ID, thus replacing the incrrect/duplicate Prvider ID thrughut FSFN. The Prvider recrds are merged thrugh the Utilities> Prvider Merge ptin n the FSFN main menu. Selecting this menu ptin, displays the Prvider Merge page and the tw grup bxes cntained n the page, ne fr the remve Prvider ID and ne fr the keep Prvider ID. The fllwing table identifies the prvider merge requests allwed and nt allwed: Keep Prvider ZZZ Remve Prvider Org (A) Org (I) Org (P) Persn (A) Persn (I) Org (A) Pass Fail Fail Fail Fail Org (I) Pass Pass Pass Fail Fail Org (P) Pass Fail Pass Fail Fail Persn (A) Fail Fail Fail Pass Fail Persn (I) Fail Fail Fail Fail Pass Tpic Paper Page 4 f 31

5 If the user tries t merge prviders in any f the abve circumstances, an errr validatin ppup message displays when the user selects the Save buttn n the Prvider Merge page. This message indicates that the user cannt merge the prviders and reads, Cannt merge Remve Prvider ID with Prvider ID ZZZ and then states the specific reasn r reasn(s). The user must review the duplicate Prvider ID recrds and an assigned user must crrect the failed edits befre a prvider merge can be successful. Once crrected, the user reinitiates the nline merge prcess that remves the prvider s previus Prvider ID frm FSFN. FSFN allws multiple prvider merges; hwever, the user must cmplete each merge separately. The functinality fr nt apprving an Organizatin Prvider was mdified, s that when a user selects Nt Apprved n the Apprval Histry page, the Organizatin Prvider s status will be set t Inactive. This allws an Organizatin Prvider that has a status f Inactive as a result f nt being apprved by the user t be merged int an Organizatin Prvider that has a status f Inactive due t the user manually selecting the value frm the Status drpdwn n the Organizatin Prvider page. Additinally, when a user perfrms a merge amng Organizatin Prviders with statuses f Pending, the prviders will truly be pending. Security fr Prvider Merge is at the page level. Only wrkers with access t the Prvider Merge page will be able t merge prviders. Additinally, the user with this security has the ability t self-assign a prvider if a fix t the prvider is needed t cmplete the merge. Fr example, the fix culd be, but nt limited t, a change in prvider status. Prvider Delete Requirement SR327 requires that the system allw fr the deletin f a prvider if n placements, payments, r an assciated Child Safety Assessment (CSA) exists fr the prvider. FSFN allws users t delete prviders under certain circumstances. The Delete Persn page allws the user t retrieve a Prvider by selecting the Search hyperlink n the page. On the Prvider Search Page, the user selects the Prvider recrd frm the Search results and selects the Cntinue buttn. The prvider demgraphic infrmatin displays n the Prvider Delete page fr the user t review. A nightly batch prcesses all recrds assciated with the Prvider frm the FSFN database. If the prvider des nt meet the fllwing criteria, the system denies the delete request and the user cannt cmplete the deletin. The prvider must pass the fllwing edits: Prvider s status is inactive N Investigatins N Licenses Tpic Paper Page 5 f 31

6 N Licensed r Other Services n the prvider recrd N active/inactive ut f hme placements N active/inactive Services N financial activity A child husehld member cannt have a Missing Child Reprt (MCR) There are n meetings scheduled There are n ntes/narratives Prvider cannt be a part f anther delete r merge request Security fr Prvider Delete page is at the page level. This means that nly wrkers with access t the Prvider Delete page will be able t delete prviders. Additinally, the user with this security als has the ability t self-assign a prvider if they find that there needs t be a fix t the prvider t cmplete the merge. Fr example, the fix culd be, but nt limited t, a change in prvider status. Prvider Delink Prvider delinking allws a user, with an assignment t the primary prvider, t separate a previusly linked prvider. The user will retain the primary assignment t the delinked prvider. If the user did nt have the primary assignment t the prvider befre it was linked, they will be given the primary assignment after delinking. The user then has primary assignment t the riginal prvider and the delinked prvider, as well. Prvider delinking is an n-line prcess and users see the remval f the linked prvider frm the Prvider Delink Selectin pp-up page after it is saved, clsed, and repened. The delinked prvider remains inactive and returns t its cnditin at the time it was linked, updates made t the primary prvider since the linking will nt be reflected in the delinked prvider. Fr example, if the primary prvider has had a change f address this change will nt be reflected in the delinked prvider. Prviders can be delinked frm an active r inactive primary prvider. Tpic Paper Page 6 f 31

7 1.2. Pages Page Prvider Merge Page Overview Navigatin The user can access the Prvider Merge page frm the FSFN main menu by clicking n the Utilities menu ptin and selecting the Prvider Merge sub ptin. Page Summary On the Prvider Merge page, the Prvider ID that lses its riginal identity is the Remve Prvider recrd. The Prvider recrd t remain in FSFN is the Keep Prvider recrd. In rder t retrieve the remve Prvider ID r keep Prvider ID, the user must select the Search hyperlink t pen the Prvider Search Page. The user selects the recrd frm the Search results, which represents the remve prvider ID, r keep Tpic Paper Page 7 f 31

8 prvider ID and selects the Cntinue buttn t bring that recrd number back t the Remve Prvider r Keep Prvider grup bx f the Prvider Merge page. In additin t the Prvider ID fields, the search retrieves sme basic infrmatin abut the Prvider, such as name, address, and Hme Phne #, frm varius FSFN tables. The user selects the Save buttn t attempt t merge the recrds. A backgrund prcess determines whether the prvider recrds shuld merge; if this is nt pssible, an errr validatin message displays indicating that the tw recrds cannt merge and displays the errr reasns. This prcess will read the database tables that prevent the remve and keep Prvider IDs frm merging in the system, as described in the intrductin sectin f this dcument. If n such cnditins exist fr the Prvider ID, then a dialg bx will ask the user t cnfirm the decisin t perfrm the merge. If the user selects Yes, the recrds subsequently merge. Pieces f prvider wrk assciated with the remve prvider that are nt merged are: Husehld members (Caregiver 1 must be manually added t the keep prvider r merged thrugh a Persn Merge) Persn Prvider Inquires Prvider addresses Prvider characteristics n the Characteristics tab The merge will delete Persn Prvider Inquiries and Prvider addresses. A user must manually add Husehld Members and Characteristics t the keep Prvider prir t the merge. Additinally, the system will add a designatr t the Outliner after the prvider s name if ther prviders have been merged with it. The designatr will be: <Prvider s Name> (Merged) Page Infrmatin Header: Wrker Name: Name f user cmpleting the prvider the merge Wrker ID: Wrker ID f user cmpleting the prvider the merge Grup Bx: Remve Prvider Field: Prvider ID: The selected Prvider s ID number; system derived frm Search page Name: Persn Prvider r Organizatin Tpic Paper Page 8 f 31

9 C/O: Street/Rute: City: Zip: Hme Phne: Persn ID: Unit Designatr: Cunty: Wrk Phne: Type: Building: State: Status: Prvider s full name; system derived Care f address line; system derived frm prvider s physical address This is the number and street f the prvider s primary physical address; system derived The selected Prvider s city; system derived frm prvider s physical address The selected Prvider s zip cde; system derived frm prvider s physical address Hme phne f the prvider; system derived frm prvider s physical address Persn ID f Caregiver 1 f the Persn Prvider Unit Designatr f prvider address; system derived frm prvider s physical address The selected Prvider s cunty; system derived frm prvider s physical address Wrk phne f the prvider; system derived frm prvider s physical address The type f the prvider (Investigatin, Placement, Other Placement, Services); system derived Building Number r Descriptin f prvider address; system derived The selected Prvider s state; system derived frm prvider s physical address The status f the Prvider [Active, Inactive, Pending (Organizatin Prviders nly)]; system derived Links: Search Launches Prvider Search Page Grup Keep Prvider Tpic Paper Page 9 f 31

10 Bx: Fields: Prvider ID: The selected Prvider s ID number; system derived frm Search page Name: C/O: Street/Rute: City: Zip: Hme Phne: Persn ID: Unit Designatr: Cunty: Wrk Phne: Type: Building: State: Persn Prvider r Organizatin Prvider s full name; system derived Care f address line; system derived frm prvider s physical address This is the number and street f the prvider s primary physical address; system derived The selected Prvider s city; system derived frm prvider s physical address The selected Prvider s zip cde; system derived frm prvider s physical address Hme phne f the prvider; system derived frm prvider s physical address Persn ID f Caregiver 1 f the Persn Prvider Unit Designatr f prvider address; system derived The selected Prvider s cunty; system derived frm prvider s physical address Wrk phne f the prvider; system derived frm prvider s physical address The type f the prvider (Investigatin, Placement, Other Placement, Services); system derived Building Number r Descriptin f prvider address; system derived The selected Prvider s state; system derived frm prvider s physical address Tpic Paper Page 10 f 31

11 Status: The status f the Prvider [Active, Inactive Pending (Organizatin Prviders nly)]; system derived Links: Search Cnveys the user t the Prvider Data Retrieval Search Criteria Page Buttns: Save Standard Save Prcessing Clse Standard Clse Prcessing Optins: Nne Backgrund Prcessing: 1. Security fr Prvider Merge is at the page level. This means that nly wrkers with access t the Prvider Merge page will be able t merge prviders 2. The District/Cunty/Agency r Department f Children and Families (DCF) can decide wh will have the security in their ffice; it s nt necessary t have an assignment t the prvider 3. The system ends all wrker assignments t the remve prvider 4. All wrker assignments t the keep prvider remain active 5. Fr Persn Prviders, the system will nt merge Persn Prvider Inquiries and Husehld Members. 6. Fr the Prvider selected frm the Prvider Search Page thrugh the Search hyperlink, the apprpriate field(s) in the Remve Prvider bx and the Keep Prvider bx will ppulate with the Prvider s demgraphic infrmatin. 7. The Merge prcess retrieves data fr all fields frm the apprpriate table using the ID selected frm the Data Retrieval Search. 8. The fllwing edits apply t a prvider merge request (please refer als t the table n page 3): a) The system allws a merge when - there are pen Relative/Nn-relative placements withut paid services there are clsed Institutinal Investigatins in the remve prvider recrd Tpic Paper Page 11 f 31

12 there are clsed, expired, r revked licenses in the remve prvider recrd there are linked prviders in the remve prvider (all linked prviders will pint t the keep prvider) bth f the prviders are Persn Prviders bth f the prviders are Organizatin Prviders bth prviders have an Active status bth prviders have an Inactive status the remve prvider has inactive r pending status (Organizatin Prviders nly) and the keep prvider has an active status b) The system des nt allw a merge when - ne f the prviders is a Persn Prvider and the ther is an Organizatin Prvider the remve Organizatin Prvider has a status f active the keep Organizatin Prvider with a status f pending the keep prvider has an inactive r pending status (Organizatin Prviders nly) and the remve prvider has an active status the Caregiver 1 fr each Persn Prvider has different Persn IDs in FSFN (Caregiver 1 must be manually added t the keep prvider r merged thrugh a Persn Merge) either the remve Persn Prvider has a husehld member wh is a participant in an pen Case the remve Persn Prvider has a husehld member wh is a participant in an pen In- Hme r Institutinal Investigatin the remve Persn Prvider has a husehld member wh is a participant in any past r current financial transactins in FSFN the remve Organizatin Prvider has any past r current financial transactins in FSFN the remve prvider has active r inactive, licensed r unlicensed, paid services the remve Prvider has pen r clsed paid placements 9. If the user attempts t merge prviders in any f the allwed cnditins listed in Item # 8.a, a validatin pp-up message will appear displaying the fllwing: Are yu sure yu want t merge these Prviders? If the user selects Yes the recrds merge by writing a recrd t the PROVIDER_MERGE table and replacing the remve Prvider s ID with the keep Prvider ID. The merging f the Prvider recrds remves all recrds assciated with the remve Prvider ID frm the FSFN database and replaces them with the keep Prvider ID. If N r Cancel is selected, the user will be returned t the Prvider Merge page. Tpic Paper Page 12 f 31

13 10. If the user attempts t merge prviders in any f the cnditins nt allwed listed in Item #8.b, a validatin errr pp-up message will appear displaying the fllwing: Can nt merge the Prvider recrd f Prvider ID with Prvider ID and the reasn(s) the merge failed will display. 11. FSFN allws multiple prvider merges, hwever the user must prcess each merge separately. 12. In the event the remve prvider has a physical, mailing, r billing address, the merge prcess deletes the address. The user must manually update the keep prvider s address if necessary. 13. Fr Prvider Ntes, the system will replace the Prvider ID f the remve prvider with the Prvider ID f the keep prvider. Prvider Ntes fr bth prviders will then display under the keep prvider s Narrative icn n the Desktp. 14. There are n batch prcesses invlved. FSFN prcesses the Prvider Merge nline. 15. Once merged, any Institutinal Investigatins fr the remve prvider recrd display under the Prir Histry icn n the keep prvider recrd. 16. Once merged, any pen Relative/Nn-relative placements withut paid services fr the remve prvider recrd displays under the Placement icn n the keep prvider recrd. 17. Additinally, the user with this security has the ability t self-assign a prvider if a fix t the prvider is needed t cmplete the merge. Fr example, the fix culd be, but nt limited t, a change in prvider status. 18. Additinally, the system will add a designatr t the Outliner after the prvider s name if ther prviders have been merged with it. The designatr will be: <Prvider s Name> (Merged). 19. If a Unified Hme Study exist fr the remve prvider after the prvider merge is cmplete that Unified Hme Study will be mved t the keep prvider 20..Once merged the Remve Prvider s Name is saved an Additinal Name n the Retain Prvider with a type f Pre-Merged Name. 21. Fr Organizatin Prvider, als ppulate the uppercase prvider name field n the Additinal Name Save Prcessing: 1. Save Prcessing is initiated by clicking n the Save cmmand buttn. Save prcessing is als initiated when selecting the Clse buttn, and then answering Yes when the system asks the user if they wuld like t Save changes befre clsing the page. 2. When the user elects t merge prviders in any f the abve allwed cnditins, a validatin pp-up message will appear displaying the fllwing: Are yu sure yu want t merge these prviders? If the user selects Yes, the recrds will merged by writing a recrd t the PROVIDER_MERGE table and replacing the remve Tpic Paper Page 13 f 31

14 Prvider ID with the keep Prvider ID. The fllwing events will als happen. If N r Cancel is selected, the user will be returned t the Prvider Merge Page Page CRUD Matrix Table Name Create Read Update Delete PROVIDER_MERGE PROVIDER_ORG PROVIDER_PART CODE_DESC ADDRESS ASSIGNMENT EPISODE CASE_MASTER LICENSE PROVIDER_SERVICE PROVIDER_LINK PROVIDER_TRAINING CP_TASK_ITEM_DETAIL CNTRCT_AGNCY_PROV_ REF ARE_MATCHES SAFETY_PLAN_ITEM_DE TAIL SCHOOL_CARE_PROV_ REF INTAKE_PART PARENT_AGENCY APPROVAL APPROVAL_HISTORY Tpic Paper Page 14 f 31

15 CHECKLIST Table Name Create Read Update Delete CHECKLIST_ITEM PROVIDER_ORG HOME_INQUIRY INVESTIGATION ACCESS_REPORT EPISODE PAN_TET_EVENT SAFETY_PLAN_OH SAFETY_PLAN_ITEM_DE TAIL PLACEMENT_CORRECTI ON_DETAIL HOME_STUDY Tpic Paper Page 15 f 31

16 Tab - Persn /Organizatin Prvider Merge/Name Histry Organizatin Prvider Screensht displaying the Merge/Name Histry Tab Tpic Paper Page 16 f 31

17 Persn Prvider Screensht displaying the Merge/Name Histry Tab Page Overview Navigatin The user can access the Merge/Name Histry tab frm the Persn Prvider page r the Organizatin Prvider page in FSFN. Even thugh the Organizatin Prvider page and the Persn Prvider page display different tabs n their respective pages, the Merge/Name Histry tabs n each page display the same infrmatin. Page Summary The Prvider Merge Histry grup bx displays n the Merge Histry tab f the keep prvider and maintains a histry f the remve prviders merged int the Prvider. The Prvider Merge Histry grup bx cntains three fields: Merged Date, Merged Prvider s ID, and the Merged Prvider s Name. If the user merges mre than ne prvider, all the merged prviders will display in the Prvider Merge Histry grup bx srted in reverse chrnlgical rder, the latest prvider merge data displaying in Tpic Paper Page 17 f 31

18 the first line. The Additinal Names grup bx prvides the ability t track additinal names that the rganizatin prvider may be knwn as, in rder t facilitate prvider searching Page Infrmatin Tab: Grup Bx: Field: Merge Histry Prvider Merge Histry Merged Date: The date the Merge prcess merges the remved prvider int the kept prvider; system derived. Merged Prvider s ID: The Prvider ID number f the remved prvider; system derived. Merged Prvider s Name: The name f the remved prvider; system derived. Grup Bx Additinal Names Field Entry Date Displays the date the entry was created. Type Name Identifies the type f additinal name. Values are Additinal, Previusly,Knwn As, Pre- Merged Name. Persn Prvider Page; System derived field ppulated ONLY if the First Name, Last Name, Middle Name r Suffix is mdified n Persn Management fr the persn identified as Caregiver 1; please nte that when mdifying the name n Persn Management and FSFN prmpts the user if s/he wuld like t create an AKA, this is specific t the Persn Management recrd AKA Names tab and des nt apply t the Persn Prvider Page; regardless if the user selects N t create an AKA, FSFN will generate a rw within this grup bx due t a change t any f the fur fields identified directly abve. Tpic Paper Page 18 f 31

19 Optins: Nne Organizatin Prvider Page: User entered, allws up t 70 characters and accepts additinal characters including numbers [0-9], Ampersand [&],Equal [=], Exclamatin [!], At Pund [#], Dllar [$], Percent [%], Backslash [\], Frward slash [/], Cmma [,],Perid [.], Parenthesis [()], Plus[+], Questin mark [?], Cln, [:], Semicln [;], Underscre [_]. Preserve existing characters fr Dash (-), and Apstrphe ( ). Nte: Asterisk [*] may nt be stred in name since it is used as the wildcard character. Links: Delete New link t remve the Additinal Name rw. Visible when Type is Additinal. Buttns: Insert Adds a new rw in the Additinal Name Grup Bx. Save Clse Standard Save Prcessing. Standard Cancel Prcessing Backgrund Prcessing: When additinal names are entered, ppulate a hidden field fr the upper case prvider name with the prvider s name in all uppercase, stripped f spaces and special characters, but leaving all alphanumeric characters (letters and numbers) Save Prcessing: There is n Save Prcessing fr a view-nly tab CRUD Matrix Table Name Create Read Update Delete PROVIDER_MERGE PROVIDER_ORG PROVIDER_PART PROVIDER_PART_STAT Tpic Paper Page 19 f 31

20 Page - Prvider Delete Page Overview Navigatin The user can access the Prvider Delete page frm the FSFN main menu by clicking n the Utilities menu ptin and selecting the Prvider Delete sub-ptin. Page Summary The Prvider Delete page allws the user t retrieve a Prvider fr deletin by selecting the Search hyperlink n the page. On the Prvider Search Page, the user selects the Prvider recrd frm the Search results and selects the Cntinue buttn. Security fr Prvider Delete is at the page level. This means that nly wrkers with access t the Prvider Delete page will be able t delete prviders. Additinally, the user with this security has the ability t self-assign a prvider if a fix t the prvider is needed t cmplete the delete. Fr example, the fix culd be, but nt limited t, a change in prvider status. A nightly batch prcesses all successfully deleted recrds assciated with the Prvider frm the FSFN database. The next day, the user has the pprtunity t review the prviders scheduled fr deletin and remve ne if deleted in errr. Tpic Paper Page 20 f 31

21 Page Infrmatin Header: Wrker Name: Wrker ID: Name f user cmpleting the prvider delete Wrker ID f user cmpleting the prvider delete Grup Bx: Delete Field: Prvider ID: The selected Prvider s ID number; system derived frm Search page Name: C/O: Street/Rute: City: Zip: Hme Phne: Type: Persn Prvider r Organizatin Prvider s full name; system derived Care f address line; system derived frm prvider s physical address This is the number and street f the prvider s primary physical address; system derived The selected Prvider s city; system derived frm prvider s physical address The selected Prvider s zip cde; system derived frm prvider s physical address Hme phne f the prvider; system derived frm prvider s physical address The type f the prvider; system derived Unit Designatr: Unit Designatr f prvider address; system derived frm prvider s physical address Cunty: Wrk Phne: Status: Persn ID: The selected Prvider s cunty; system derived frm prvider s physical address Wrk phne f the prvider; system derived frm prvider s physical address The status f the Prvider [Active, Inactive, Pending (Organizatin Prviders nly)]; system derived Persn ID f Caregiver 1 if the prvider is a Persn Prvider Tpic Paper Page 21 f 31

22 Building: Building Number r Descriptin f prvider address; system derived State: The selected Prvider s state; system derived frm prvider s physical address Status: The status f the Prvider [Active, Inactive, Pending (Organizatin Prviders nly)]; system derived Links: Search Cnveys the user t the Prvider Search Page Buttns: Save Standard Save Prcessing Optins: Clse Nne Standard Clse Prcessing Backgrund Prcessing: 1. Security fr Prvider Delete is at the page level. This means nly wrkers with access t the Prvider Delete page will be able t delete prviders 2. Deleting a prvider recrd remves all recrds assciated with the prvider frm the FSFN database. A nightly batch prcess recrds the deletin in which the prvider is marked fr deletin and purged frm the FSFN database. Therefre, the user des nt directly delete a prvider recrd; the user can nly schedule the prvider recrd fr deletin. 3. Fr the Prvider retrieved frm the Prvider Search Page thrugh the Search hyperlink, the apprpriate field(s) in the Prvider Delete grup bx will ppulate with the Prvider s demgraphic infrmatin. 4. The Delete prcess retrieves data fr all fields frm the apprpriate table using the ID selected frm the Data Retrieval Search. 5. The fllwing edits apply t a prvider delete request: Prviders status is inactive N Investigatins N Licenses N Licensed r Other Services n the prvider recrd N active/inactive ut f hme placements N active/inactive Services N financials A child husehld member cannt have a MCR There are n meeting scheduled Tpic Paper Page 22 f 31

23 There are n ntes/narratives Prvider cannt be a part f anther delete r merge request 6. Additinally, the user with this security has the ability t self-assign a prvider if a fix t the prvider is needed t cmplete the merge. Fr example, the fix culd be, but nt limited t, a change in prvider status Save Prcessing: 1. Save Prcessing is initiated by clicking n the Save cmmand buttn. Save prcessing is als initiated when selecting the Clse buttn, and then answering Yes when the system asks the user if they wuld like t Save changes befre clsing the page. 2. When the user elects t delete a prvider, a validatin pp-up message will appear displaying the fllwing: Are yu sure yu want t delete this prvider? If the user selects Yes, the prvider recrd is marked fr deletin and the user receives the validatin message, The deletin has been successfully scheduled. The fllwing events will als happen. If N r Cancel is selected, the user will be returned t the Prvider Delete page Page CRUD Matrix Table Name Create Read Update Delete PROVIDER_DELETE PROVIDER_PART PROVIDER_ORG CODE_DESC ADDRESS INVESTIGATION LICENSE EPISODE PAYMENT CHECKS Tpic Paper Page 23 f 31

24 PAN_TET_EVENT PROVIDER_MERGE PROVIDER_SERVICE MISSING_CHILD_MAIN MEETING CATEGORY_TYPE PROVIDER_DELETE PROVIDER_ORG Tpic Paper Page 24 f 31

25 Page Pending Prvider Delete Page Overview Navigatin The user can access the Pending Prvider Delete page frm the FSFN main menu by clicking n the Utilities menu ptin and selecting the Pending Prvider Delete subptin. Page Summary The Pending Delete grup bx lists all pending prvider deletes initiated by the user. T remve a prvider delete request, the wrker must select the checkbx in the Remve clumn next t the prvider delete request and click the Save buttn. The system prmpts them with an edit message asking them t verify their decisin. Once verified, the system will remve the prvider delete request. Security fr Pending Prvider Delete is at the page level. This means that nly wrkers with access t the Pending Prvider Delete page will be able t delete prviders. Additinally, the user with this security has the ability t self-assign a prvider if a fix t the prvider is needed t cmplete the delete. Fr example, the fix culd be, but nt limited t, a change in prvider status Page Infrmatin Tpic Paper Page 25 f 31

26 Grup Bx: Delete Prvider Infrmatin Field: Remve: When checked, remves the prvider delete frm the batch prcess; user editable, nt required; defaults t nt checked Submitted By: Name f user wh submitted the prvider delete request; system derived Date Requested: Prvider ID: Prvider Name: Buttns Save Standard Save Prcessing Clse Date user submitted the prvider delete request; system derived The selected Prvider s ID number; system derived frm Search page Persn Prvider r Organizatin Prvider s full name; system derived Standard Clse Prcessing Backgrund Prcessing: 1. Selecting the Save buttn after selecting the Remve check bx, when a prvider delete request is marked fr remval, generates the fllwing edit message, Are yu sure yu want t remve this prvider frm the delete prvider batch? 2. If Yes is selected n the edit message, the prvider delete request marked fr remval is remved frm the system. 3. If the user takes n actin n this page, the nightly delete prvider batch remves the prvider frm FSFN Save Prcessing: 1. The selected delete request is remved nce selecting the Save buttn and the Yes buttn n the pp-up edit message Page CRUD Matrix Table Name Create Read Update Delete PROVIDER_DELE TE PROVIDER_ORG Tpic Paper Page 26 f 31

27 Pp-up Page - Prvider Delink Selectin Pp-up Page Overview Page Navigatin The Prvider Delink Selectin pp-up page pens when the user selects Prvider Delink frm the Optins drpdwn n the Basic tab f the Persn Prvider r the Prvider tab f the Organizatin Prvider page. (See PM02a Persn Prvider and PM02b Organizatin Prvider fr prvider linking details.) Page Summary The Prvider Delink Selectin pp-up page displays ALL prviders linked t the primary prvider. All check bxes default t unchecked. The user enters the Prvider Delink Selectin page and selects the check bx in frnt f the prvider r prviders they want t delink frm the primary prvider. Oppsite the Delink checkbx is the Activate? checkbx. If the user selects this checkbx when delinking the prvider, the delinked prvider s status is Active. If the Activate? checkbx is nt selected, the prvider is delinked with the status f Inactive. Upn selecting the Save buttn, the user receives the validatin message, Are yu sure yu want t delink this prvider? Selecting Yes generates the validatin message, "The Prvider delink is cmpleted. Please update the Prvider Type fr the delinked Prvider(s) n Tpic Paper Page 27 f 31

28 the Persn/Organizatin page(s)." The Prvider Type, previusly Duplicate, nw is Inactive value: Delinked. If the user mdifies the Persn r Organizatin Prvider page, selecting Save generates a validatin message, The Delinked value is system generated and nt a valid Prvider Type. Please select a valid Prvider Type. The user selects Clse and returns t the riginating Persn r Organizatin Prvider page. When the user returns t the Prvider Delink Selectin pp-up page, the linked prvider n lnger displays in Linked Prviders grup bx. The user must have an assignment t the primary prvider in rder t perfrm delinking. Users withut an assignment t the primary prvider have view nly access t the Prvider Delink Selectin pp-up page. The user delinking the prvider retains r btains the primary assignment t the delinked prvider. The delinked prvider returns t its cnditin prir t the link; updates made t the primary prvider since the linking are nt reflected in the delinked prvider. Fr example, if the primary prvider s address is updated, the delinked prvider s address will nt reflect the updated address. Prviders can be delinked frm an active r inactive prvider. (Nte: Organizatin Prviders can be linked t Persn Prviders and Persn Prviders can be linked t Organizatin Prviders. Fr mre infrmatin regarding Prvider Linking, refer t the PM02a Persn Prvider Tpic Paper.) Page Infrmatin GrupBx: Header Fields: Name: The primary Persn Prvider r Organizatin Prvider s name; system derived, nt user editable. Grup Bx: Fields: Prvider ID: Linked Prviders Prvider Name: Prvider ID: Delink: The primary Persn Prvider r Organizatin s Prvider ID number; system derived; nt user editable. The name f the Persn Prvider r Organizatin Prvider that is linked t the primary prvider; system derived, nt user editable. The Persn Prvider r Organizatin Prvider s ID number f the prvider linked t the primary prvider; system derived; nt user editable. When checked, indicates which prvider t delink frm the primary prvider; user editable, nt required; defaults t nt checked. Tpic Paper Page 28 f 31

29 Activate? When checked, indicates that the prvider s status will be set t Active; user editable, nt required; defaults t nt checked. Buttns: Save Standard Save prcessing. Clse Standard Clse prcessing Backgrund Prcessing 1. All prviders linked t the primary prvider display in the Linked Prviders grup bx. 2. All check bxes default t unchecked. 3. Users must have an assignment t the primary prvider in rder t perfrm delinking. 4. Users withut an assignment t the primary prvider have view nly access t the Prvider Delink Selectin pp-up page. 5. The delinked prvider becmes active if the Activate? checkbx is checked. 6. User perfrming the delink is assigned the delinked prvider, if nt currently the primary wrker. 7. The user delinking the prvider retains the primary assignment t the delinked prvider. 8. Updates made t the primary prvider since the linking are nt reflected in the delinked prvider Save Prcessing 1. Save Prcessing is initiated by clicking n the Save cmmand buttn. Save prcessing is als initiated when selecting the Clse buttn, and then answering Yes when the system asks the user if they wuld like t Save changes befre clsing the page. 2. Upn selecting Save, the selected prvider(s) autmatically delinks frm the primary prvider CRUD Matrix Table Name Create Read Update Delete PROVIDER_LINK Tpic Paper Page 29 f 31

30 1.3. Inventries Reference Data Nne Drp Dwns Nne List Bxes Nne Autmated Messages Duplicate Prvider Merge Ntificatin Field Required Parameters Passed T Yes All pen assignments t the remve and keep prvider All wrkers assigned t cases invlving children in placement with the remve and keep prvider Cc N Subject Yes Duplicate Prvider Merge Ntificatin Ptential Change in prvider/placement infrmatin Message Bx Yes Prvider <prvider name> (<prvider ID>) has been identified as a duplicate prvider recrd f Prvider <prvider name> (<prvider ID>). These tw prvider recrds have been merged in FSFN. Please review fr ptential changes in prvider/placement infrmatin. If yu have any questins please cntact the helpdesk r <name f persn inactivating prvider recrd with address> Checklists Nne Ticklers Nne Ntificatins Nne Tpic Paper Page 30 f 31

31 Text Templates Nne Reprts Triggers Nne 1.4. Batch Prgrams Prvider Delete 1.5. Requirements Cvered in This Paper RMR-001 RMR-002 Tpic Paper Page 31 f 31

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