Patient Safety Reporting Program. User Guide

Transcription

1 Patient Safety Reporting Program User Guide for Account Management A how-to guide for healthcare facilities using the Patient Safety Reporting Program account management feature

2 Table of Contents Table of Contents...2 User Access...3 Request a New User Account...4 Manage My Account...6 Anatomy of My Account... 6 Update My User Account Information... 7 View My Current Facility Access... 9 Request Additional Facility Access Remove My Facility Access Change My Password Close My Account Manage Other User Accounts (Account Managers Only) Anatomy of the Account Manager Request a New User Account Request Additional User Facility Access Request the Removal of a User s Facility Access Close a User Account Reactivate a User Account Troubleshooting Frequently Asked Questions Updated: May

3 User Access A facility may authorize as many users for the Patient Safety Reporting Program (PSRP) online system as desired. Any user can manage his or her profile. In the online system, a user can request four different types of access for a facility. Each type of access allows a user to complete specific functions and can be mixed and matched to meet a facility s unique needs. The different types of access are: Read User can: View any submitted or in-progress report for the facility Generate a recognition target dashboard for the facility Edit User can: View and edit any report in-progress or start a new report for the facility Generate a recognition target dashboard for the facility Submit User can: View, edit, and submit any report in-progress or start a new report for the facility Generate a recognition target dashboard for the facility Accounts User can: Create an account request for a new user Create a facility change (add or remove access) request for an existing user Close a user account Reactivate an expired user account Note: A user can have Accounts access only and manage accounts without having access to any reports, which can only be viewed with Read, Edit, or Submit access. Updated: May

4 Request a New User Account 1. Go to 2. Complete the information fields. You must provide your work address and full name to complete this form. Completing information in all fields will help your Oregon Patient Safety Commission (OPSC) Patient Safety Consultant recognize who you are and may speed up the approval process. 3. Choose your healthcare system from the dropdown menu. a. If your facility is a non-system hospital, choose non-system. Updated: May

5 b. If your facility is an independent nursing facility or pharmacy, choose Independent. 4. Select the type of access you would like to request. 5. Select Request Account at the bottom of the form when you have completed the required fields and added the necessary facilities with your desired access. You will receive a confirmation from psrp@oregonpatientsafety.org letting you know that your request is pending. For help with the user account request form, please view the Account Management Frequently Asked Questions. Updated: May

6 Manage My Account Anatomy of My Account Return to Report Manager You Are Here Manage Your Account Updated: May

7 Update My User Account Information 1. Log in to PSRP. Go to and select the Log in button. 2. Select My Account in the upper right corner of the screen. 3. Select Edit Contact Information. Updated: May

8 4. Make changes to your information. 5. Select Save Changes. Updated: May

9 View My Current Facility Access 1. Log in to PSRP. Go to and select the Log in button. 2. Select My Account in the upper right corner of the screen. 3. Scroll down to Facility Access section. A green checkmark indicates your current facility access (i.e., Read, Edit, Submit, or Accounts). Updated: May

10 Request Additional Facility Access 1. Log in to PSRP. Go to and select the Log in button. 2. Select My Account in the upper right corner of the screen. 3. Select Add Facility Access. 4. Choose a facility from the facility drop down menu. Your facility options are based on your healthcare system. To request access to a facility that you do not see on the list, please contact OPSC at Updated: May

11 5. Select the types of access you would like from the list of access options. 6. Select Request Access. Note: Your request must be approved before you can access the PSRP online system. Only an OPSC Patient Safety Consultant can grant or deny your PSRP account request after obtaining approval from your facility's leadership. You will receive an when your request has been approved or denied. Updated: May

12 Remove My Facility Access 1. Log in to PSRP. Go to and select the Log in button. 2. Select My Account in the upper right corner of the screen. 3. Select Change Facility Access. 4. Select the red Remove Access button next to the facility you want to remove. 5. Select Request Changes when finished. Updated: May

13 Change My Password 1. Log in to PSRP. Go to and select the Log in button. 2. Select My Account. 3. Select Change Password. Updated: May

14 4. Enter your current password and a new password and select Change Password. Updated: May

15 Close My Account 1. Log in to PSRP. Go to and select the Log in button. 2. Select My Account in the upper right corner of the screen. 3. Select Close Account. 4. Select the reason for closure from the list of options. 5. Select Close Account. Your account will be closed. Updated: May

16 Manage Other User Accounts (Account Managers Only) Anatomy of the Account Manager Return to the Report Manager You Are Here Updated: May

17 Request a New User Account PSRP Account Managers can request other user accounts in their Account Manager. 1. Log in to PSRP. Go to and select the Log in button. 2. Select Manage Accounts in the upper right corner of the screen. 3. Select Request Account. 4. Provide the User Information on the screen. Updated: May

18 5. Choose the user s healthcare system from the dropdown menu. a. If their facility is a non-system hospital, choose non-system. b. If their facility is an independent nursing facility or pharmacy, choose Independent. 6. Select the types of access you would like from the facility checkbox lists presented. 7. Select Request Account at the bottom of the form when you have completed the required fields and added the necessary facilities with the desired types of access. Note: OPSC and the new user will receive s regarding the account request. Once the request is processed, the user will receive instructions for accessing their approved account or will be alerted their account request was denied. If the account is approved and you are an account manager at the facility, you will also receive an . Updated: May

19 Request Additional User Facility Access PSRP Account Managers can request the addition of a user s facility access in their Account Manager. 1. Log in to PSRP. Go to and select the Log in button. 2. Select Manage Accounts. 3. Navigate to the User s Add Facility Access page by whichever method you prefer method a or method b. a. Select the user s name in the Account Manager, then select Add Facility Access from the menu in the left side-bar. OR b. Open the user s menu and select Add Facility Access. a. b. a. Updated: May

20 4. Choose a healthcare system from the dropdown. Updated: May

21 5. Choose a facility from the facility dropdown menu. Your facility options are based on the selected healthcare system. To request access to a facility that you do not see on the list, please contact OPSC at Select Request Changes. Note: OPSC, the existing user, and any Account Manager(s) at the facility will receive s regarding the account change request. Once the request is processed by OPSC, the user and any Account Manager(s) at the facility will receive an about whether the requested change was approved or denied. Updated: May

22 Request the Removal of a User s Facility Access PSRP Account Managers can request the removal of a user s facility access in their Account Manager. 1. Log in to PSRP. Go to and select the Log in button. 2. Select Manage Accounts. 3. Navigate to the User s Change Facility Access page by whichever method you prefer. a. Select the user s name in the Account Manager, then select Change Facility Access from the menu in the left side-bar. OR b. Open the user s menu and select Change Facility Access. a. b. Updated: May

23 4. Select the red Remove Access option next to the facility you want to remove. 5. Select Request Changes. Note: OPSC, the existing user, and any Account Manager(s) at the facility will receive s regarding the account change request. Once the request is processed by OPSC, the user and any Account Manager(s) at the facility will receive an about whether the requested change was approved or denied. Updated: May

24 Close a User Account PSRP Account Managers can close user accounts for the facility they manage (for instructions on how to close your own account, see page 13). The Close Account option is only available for PSRP Account Managers with multiple users at their facility. 1. Log in to PSRP. Go to and select the Log in button. 2. Select Manage Accounts. 3. Navigate to the User s Close Account page by whichever method you prefer. a. Select the user s name in the Account Manager, then select Close Account from the menu in the left side-bar. OR b. Open the user s menu and select Close Account. a. b. 4. Select the reason for closure from the list of presented options. Updated: May

25 5. Select Close Account. The account will be closed. Note: OPSC, the existing user, and any account manager(s) at the facility will receive s regarding the account closure. If you are not authorized to close an account because the user has access at a facility you do not manage, you will be provided that information instead of an option to close the account. Updated: May

26 Reactivate a User Account PSRP Account Managers can reactivate other user accounts in Manage Accounts. The Reactivate button is only available for PSRP Account Managers with multiple users at their facility. When a user at your facility tries to login to an expired account, all PSRP Managers for facilities to which the user has access will receive an letting them know that the user s account needs to be reactivated. To reactivate a user s account: 1. Log in to PSRP. Go to and select the Log in button. 2. Select Manage Accounts. 3. Select the red Reactivate button. 4. Select Reactivate Account. The user will receive an confirming the reactivation of their account. Updated: May

27 Troubleshooting Guidance for technological problems you may experience using the PSRP Account Management System can be found on the PSRP Troubleshooting webpage at Troubleshooting guidance addresses: General trouble accessing the website Recommended internet browsers Login not working Forgotten password Frequently Asked Questions Guidance for common issues you may experience using the PSRP Account Management System can be found on the PSRP Frequently Asked Questions webpage at Frequently asked questions address: New User Request Form My Facility Access My User Account Status PSRP Account Managers: Processing User Requests Updated: May