MSOW Advanced Workshop

Transcription

1 MSOW Advanced Workshop Presented by: Spiro Georgi, Credentialing Application Specialist Practitioner Export is an MSOW Feature used as a quick reporting tool that allows users to automatically populate Excel sheets with large amounts of Practitioner Data such as ID Numbers, Office Addresses, aliases, etc. within minutes. 1 Conference 1

2 Find Practitioner Export feature in Practitioner section of Red Menu Button 2 This functionality allows the user to create a list of specific criteria list of the practitioner data items they would like to export into an Excel report. The system allows the user to save the export specification to be used again for future reports. Once the export Specification has been created, users will still have the ability to modify it as they need by adding or deleting criteria items from the list, without having to create a new export specification each time. 3 Conference 2

3 4 Once you have selected the export specifications that you need for your report, the next step is to select the practitioner(s) whom you would like on your report. On the criteria Blue tab, you may select one practitioner, or a batch of practitioners. Perhaps you would like to select every practitioner at your organization in the department of Medicine, in the section of Cardiology, who have the status of Active. 5 Conference 3

4 6 Once you have selected the practitioners and the export specifications you desire on your report, you are ready to generate the export file. 7 Conference 4

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6 Often overlooked, the review (RVW) or Rip Van Winkle date field allows a user to wake up a task on a particular date. MSOW will automatically notify the user to follow up on an incomplete Task by posting a message on the Employee Work List on the date indicated in the RVW date field Conference 6

7 If you choose YES: The RVW date stored in MSOW will be deleted when the Task is completed, thus halting the reminder message. If you choose NO: The reminder message will be posted to the Employee Work List. This is the Default setting. 12 Set up from Administrator menu 13 Conference 7

8 If multiple questions on the same tab, copy and paste the Tab Name. 14 If you want to have a dropdown with multiple choices, you must build the Answer Table first. 15 Conference 8

9 Populate answer choices in Answer Table, then exit. 16 Fill in Tab Name, Sequence #, Question Text, Code Type, Active Checkbox, and select Answer Table, then press update. 17 Conference 9

10 If user can only make one selection from dropdown, choose Code Type. If user can choose more than one, use Multiple Type. 18 View of screen where User-Defined Field is attached. 19 Conference 10

11 The Holding tank is an automated functionality in the active workflow process that allows the user to enter a projected value of a practitioner board approval date, new facility status, and their next reappointment date, a few days, or weeks prior to the actual board approval date. When the user gets to the section of their workflow process that pertains to the board meeting, and updating the practitioner status in MSOW, the Holding Tank will then release those values and update the practitioner facility record automatically. This is a time saving functionality for users who credential large volumes of new applicants. 20 The Holding Tank automation is set up during the building of your workflow process. It will comprise of two tasks. A reminder task to enter new facility status. Then the automated action task within the last job in workflow process. 21 Conference 11

12 View of Screen of the Holding Tank where the user will enter new facility status values. 22 View of screens where the Holding Tank will release the projected new status values. 23 Conference 12

13 Allow disciplinary Actions feature in MSOW enables System Administrators to restrict security users from accessing any practitioner Report Card records that are flagged as a disciplinary action in the Report Card Blue Button, while still allowing the user access to all other Report Card records. 24 Screen shot of where security user settings are set up. 25 Conference 13

14 Screen view of Report Card actions Table in table Maintenance where the drop down options in Report Card Blue Button can be flagged as disciplinary. 26 Where Report Card records are selected as disciplinary actions. 27 Conference 14

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