Bridge Referral Application Administrator Training

Transcription

1 Emmalilly Hoxsie, Communication Specialist Steve Spieker, Manager, Solution Support Carrie Strom, Implementation Consultant MAY 23, :30 am Welcome! 5/23/ Emmalilly Hoxsie Communication Specialist Referral Administrators THANK YOU! Three training webinars Prepare Referral Administrators to use the upgraded tool Referral Admin designation within the tool Name of Pres 1

2 Agenda 5/23/ Welcome + Introductions Upgrade Overview Installing the upgrade software Accessing the Preview Mode 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 5/23/ Steve Spieker Manager, Solution Support Carrie Strom Implementation Consultant Name of Pres 2

3 Upgrade Overview 5/23/ Command Center GLHC Bridge Enhancements User interface look and feel Managing the referral process Speed and performance Future Additional Functionality Comprehensive reporting More applications add to the Bridge Installing the upgrade software 5/23/ Installation Guide + Download File Versions 64 bit Windows Version (most users) Mac/Apple Version 32 bit Windows Version Name of Pres 3

4 Accessing the Preview Mode 5/23/ After installation Prior to being viewable to the live network Admins will need to: 1. Review and activate list of users Will need to create a temporary password for users 2. Review and activate list of providers and their specialties 3. Review Questionnaire Accessing the Bridge 5/23/ Double click on the H icon Or Click on the red icon 2. Select Sign In 3. Log-in using username and Temporary password Name of Pres 4

5 Accessing Admin Settings 5/23/ Click on the Settings Tile 2. Select Admin Accessing User Settings 5/23/ Click on your org name 2. Click Manage Users Name of Pres 5

6 Managing Users 5/23/ All users have been added Users will be inactive Create a temporary password Optional: Add address Changes will Auto Saves (flashes green) Creating a new user 5/23/ Name of Pres 6

7 Additional User Settings 5/23/ Make an admin Activate/De-activate Reset password Reset pin Unlocking a User 5/23/ Name of Pres 7

8 Create and Managing Providers 5/23/ Creating and Managing Teams 5/23/ First Name Hospice Last Name Team First Name: Early Childhood Services Last Name: Team Name of Pres 8

9 Creating and Managing Specialties 5/23/ Managing Provider List 5/23/ Review list of Providers 2. Review specialties 3. Activate Provider Name of Pres 9

10 5/23/ Questionnaire / Homepage Eliminates pain points 5/23/ 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 Name of Pres 10

11 Navigating to the Questionnaire 5/23/ Referral Application Tile Select the Settings icon Select Inbound Referrals Form Edit Sections 5/23/ Design 2. Rules 3. Attachments 4. Preview Name of Pres 11

12 Question Types 5/23/ 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) Show Questionnaire Preview 5/23/ Don t get this confused with the Preview Mode Name of Pres 12

13 Resources 5/23/ User Guides Admin Responsibilities Using the More Admin Training Manage User and Provider Lists 6/7 4PM Editing and Previewing the Questionnaire 6/12 12:30 PM User Trainings Resources 5/23/ GLHC Implementation Consultants Regional GLHC Support (844) Name of Pres 13

14 5/23/ Questions 5/23/ THANK YOU! Name of Pres 14