USER GUIDE. DSRIP Online Reporting System

Size: px

Start display at page:

Download "USER GUIDE. DSRIP Online Reporting System"

Cameron Bridges
5 years ago
Views:

1 USER GUIDE DSRIP Online Reporting System Table of Contents User Login... 2 DSRIP Homepages... 3 Anchor Homepage 3 Provider Homepage 5 IGT Homepage 6 Navigating Project Details... 8 Categories 1 3: Project Details 8 Categories 1 3: Milestone Metric Details 9 Category 4: Project Details 10 Category 4: Reporting Domain Details 11 DSRIP Reporting Provider Summary 11 Categories Category 4 18 IGT Entities: Approving Semi Annual Reports 19 Main Menu: Search Helpful Tips Additional Assistance HHSC DSRIP Online Reporting System 1

User Login Step 1: Step 2: Navigate to the Texas Health and Human Services (HHS) Commission DSRIP (Delivery System Reform Incentive Payment Application) by entering the link: https://dsrip.hhsc.texas.

2 User Login Step 1: Step 2: Navigate to the Texas Health and Human Services (HHS) Commission DSRIP (Delivery System Reform Incentive Payment Application) by entering the link: Enter your Username and Password and click Login. Select Login to continue Enter Username and Password Step 3: Note: If you have more than one role in the DSRIP program (e.g., Anchor and Provider), please select which role you will be accessing the site as and click Choose Role. Some activities are restricted to certain roles which you will only be able to perform when logged in as that role. To change your role, you will need to log out of your current session, re enter your user login information, and select a different role. Select Log Out to end your session Select a role and click Choose Role to continue Step 4: You will be presented with a DSRIP homepage which reflects your chosen role and includes HOME and SEARCH navigation menus. The user s role will appear in the top right corner. HHSC DSRIP Online Reporting System 2

3 DSRIP Homepages Anchor Homepage Shows user s role (Anchor) Select Log Out to end your session Select HOME on the menu to returnn to the Anchor Homepage Select Provider or IGT and click Search to sortt projects by Provider or IGT entity. Default view is Provider. Select Edit to update your contact information Select a Project ID to navigate to its Project Details page Shows which view was selected (Provider) Features: Contacts Anchors can edit their organization s contact information. HHSC waiver staff willl be able to add new contacts, so please continue to submit RHP Contact Change Forms to the waiver mailbox. The form can be found here: docs/ /RHP/Plans/Contact RHP Change.pdf. Anchor Homepage Search: This allows you to search all of your region s projects by their reporting status throughout demonstration years 2 5. You can also change how you view the projects by Provider or IGT source by using the searchh function. 3

4 The Anchor can access individual project details pages by clicking on the project IDs. Click on a Round to view the Project Reporting page Click the Category 3 Project ID to view its Project Details Page Defaults to current Demonstration Year (DY) The Anchor can also review project reports and documentation through the Project Details page by clicking on a Semi Annual Reports Round # button. Once on the Project Reporting page, you can review the Project Summary tab, Milestone tabs, and Category 3 tabs for the selected project. Note: Anchors are restricted from making edits to the reports. Any necessary changes need to be coordinated with the provider before the reporting period closes. Select HOME on the menu to return to the Anchor Homepage Project Milestone tabs (* indicates Carryforward) Click the Project ID to return to the Project Details page Click the Provider to view the Provider Details page Related Category 3 tabs Click Show Round 1 Project Summary to view the Project Summary from the previous reporting period Yellow input fields are locked for editing HHSC DSRIP Online Reporting System 4

5 Provider Homepage Shows user s role (Provider) Select Log Out to end your session Select HOME on the menu to returnn to the Provider Homepage Click the RHP # to view the Anchor Overview Page Defaults to current Demonstration Year (DY) Select a Provider Summary round to enter or view your provider levell reports. Click the Reporting Status tab to view the status of your projects Select a Project ID to navigate to its Project Details Features: Contacts Providers can edit their contact information. HHSC waiver staff will be able to add new contacts, so please continue to submit RHP Contact Change Formss to the waiver mailbox. The form can be found here: docs/ /RHP/Plans/Contact Change.pdf. Provider Summary This is where providers can enter and view their provider level to the October reporting period. Project Summaries This tab gives a brief achievement overview for all of the provider s projects. The provider can access additional project details by clicking on the project IDs. Please note, for summaries. Round 1 corresponds to the April reporting period and Round 2 corresponds providers who have projects in more than one region, all projects will appear on this tab sorted by region. 5

Note: Reporting Status This tab lists the provider s projects and their status during the reporting process. The provider can access additional project details by clicking on the project IDs.

6 Note: Reporting Status This tab lists the provider s projects and their status during the reporting process. The provider can access additional project details by clicking on the project IDs. Please note, for providers who have projects in more than one region, all projects will appear on this tab sorted by region. Navigating the reporting pages is covered on pages The provider information currently in the DSRIP Online Reporting System is what HHSC has on file from HHSC Rate Analysis' Affiliation file and the Comptroller system. If a provider needs to make a change to their name, TPI, or TIN they will need to complete the form which can be found here: pdf. Please submit completed forms to HHSC Rate Analysis at Rate_Analysis_DSRIP_Payments@hhsc.state.tx.us and cc: the HHSC Transformation Waiver team at TXHealthcareTransformation@hhsc.state.tx.us. IGT Homepage Shows user s role (IGT) Select Log Out to end your session Select HOME on the menu to return to the IGT Homepage Defaults to current Demonstration Year (DY) Select Edit to update your contact information Select a Project ID to navigate to its Project Details page Features: Contacts IGT entities can edit their contact information. HHSC waiver staff will be able to add new contacts, so please continue to submit RHP Contact Change Forms to the waiver mailbox. The form can be found here: docs/rhp/plans/contact Change.pdf. The IGT Homepage lists the providers affiliated with the IGT source and shows a brief financial summary. The IGT entity can access additional project details by clicking on the project ID as shown below. Note: The IGT Max Amount is based on the FMAP for Round 2 (FMAP for the next demonstration year) and represents the max amount of IGT that may be required; however, if milestones/metrics are reported and approved in Round 1, the IGT will be HHSC DSRIP Online Reporting System 6

Select HOME on the menu to return to the IGT Homepage Click the RHP # to view the Anchor Overview page Click on a Round to view the Project Reporting page Click the Provider to view the Provider

7 calculated based on the FMAP for the current demonstration year. For example, if a metric is reported and approved during October (or Round 2) of DY3, the DY4 FMAP would be applied because the payment is being made in DY4 (January 2015). Select HOME on the menu to return to the IGT Homepage Click the RHP # to view the Anchor Overview page Click on a Round to view the Project Reporting page Click the Provider to view the Provider Details page Defaults to current DY Click on the IGT entity to navigate to their IGT Overview page The IGT Homepage will change after the reporting period closes to show Pending Certifications, as shown below. It is during this time that the IGT entity can provide feedback on the accuracy of what was reported on during the reporting period. More information about this process and how to navigate the Project Reporting page can be found on page 19. HHSC DSRIP Online Reporting System 7

8 Navigating Project Details Categories 1 3: Project Details The Project Details page can be accessed by clicking on the Project ID linkss on the Anchor, IGT, and Provider Homepages and will look similar for Category 1, Category 2, and Category 3. Select Log Out to end your session Select HOME on the menu to return to your homepage Click the RHP # to view the Anchor Overview page Click the Category 3 Project ID to view its Project Details Page Click the Provider to view the Provider Details page Click on a Round to view the Project Reporting page Toggle between DYs to view their milestones/metrics Click the Milestone to view the Milestone Metric Details page Click on the IGT entity too navigate to their IGT Overview page 8

9 Categories 1 3: Milestone M Metric Details Select Log Out to end your session Select HOME on the menu to return to your homepage Select the Project ID to navigate back to its Project Details page Select Reported Values to visit the Project Reporting page Note: Selecting a different demonstration year (DY) on the Milestone Metric Details page will only work if the same metric is found in the selected DY. To view additional project milestones/metrics, you will need to navigate back to the Project Details pagee (by clicking the Project ID) and toggle between the DYs to select and view different milestones/metrics. 9

Category 4: Project Details Select Log Out to end your session Select HOME on the menu to return to your homepage Click the RHP # to view the Anchor Overview page Click the Provider to view the

10 Category 4: Project Details Select Log Out to end your session Select HOME on the menu to return to your homepage Click the RHP # to view the Anchor Overview page Click the Provider to view the Provider Details page Click on a Round to view the Project Reporting page Click the Reporting Domain (RD) to view the Reporting Domain Details page Click on the IGT entity to navigate to their IGT Overview page HHSC DSRIP Online Reporting System 10

11 Category 4: Reporting Domain Details Select Log Out to end your session Select HOME on the menu to return to your homepage Select the Project ID to navigate back to its Project Details page Select Reported Values to visit the Project Reporting page DSRIP Reporting Note: Organizations must be logged in as the Provider or Lead Provider role in order to report on their project metrics and complete their required semi annual reporting fields. Providers can enter information, save, and submit their reports only during the reporting period. Provider Summary Step 1: On the Provider Details page, click a Provider Summary button. (Provider Summary Rd 1 is associated with April reporting and Provider Summary Rd 2 is associated with October reporting.) Providers completing reports in multiple regions will see additional Provider Summary round buttons for each RHP. HHSC DSRIP Online Reporting System 11

Defaults to current DY Select a Provider

Summary Report in the yellow textt field

To make additional changes once your summaryy

Provider Homepage to access the Provider

Select HOME on the menu too return to the

away from the Provider Summary Report Click

input field Note: As long as the completed

reporting deadline, it will be considered

Individuals logged inn as the Lead Provider

12 Defaults to current DY Select a Provider Summary round Step 2: Complete the Provider Summary Report in the yellow textt field provided and click Save. To make additional changes once your summaryy is saved you will need to navigate back to the Provider Homepage to access the Provider Summary page. Select HOME on the menu too return to the Provider Homepage Lead Providerss will have the option to Submit completed provider summary reports Click Save before navigatingg away from the Provider Summary Report Click and drag the bottom right corner to expand the input field Note: As long as the completed Provider Summary has been saved by the reporting deadline, it will be considered officially submitted. Individuals logged inn as the Lead Provider will also have the option to submit the Provider Summary by clicking onn the Submit button. After the Lead Provider clicks Submit, users will no longer be able to make any changes. 12

This tab will list all active projects and

Project Details page and start reporting.

Projectt Details page Step 3: Click on a

For April reporting this will be Round 1

Defaults to current DY Click on a Round to

13 Categories 1 3 Step 1: Step 2: Click on the Reporting Status tab. This tab will list all active projects and track the status of these projects during the reporting period. Click on a project ID to access its Project Details page and start reporting. Select a Project ID to navigatee to its Projectt Details page Step 3: Click on a Round. For April reporting this will be Round 1 and for October reporting it will be Round 2. The DSRIP Online Reporting System defaults to the current DY. Defaults to current DY Click on a Round to view the Project Reporting page Step 4: This will bring you to the Project Reporting page where you will complete the project level reports. This includes the semi annual reporting fields in the Project Summary tab, project 13

milestones (current and carryforward), and related Category 3

Carryforward milestones are identified with an asterisk (ex.

Select the Project ID to go back too its Project Details page

Summary tab Related Category 3 tabs Step 5: Click on the Project

Click Project Summary tab Click Save before navigating away from

14 milestones (current and carryforward), and related Category 3 outcomes. Carryforward milestones are identified with an asterisk (ex. P 14*). Select the Project ID to go back too its Project Details page Project Milestone tabs (* indicates Carryforward) Project Summary tab Related Category 3 tabs Step 5: Click on the Project Summary tab and complete the yellow input fields. Click Save. Click Project Summary tab Click Save before navigating away from the Project Reporting page Click Show Round 1 Project Summary to view the Project Summary from the previous reporting period Click and drag the bottom right corner to expand the input field 14

Step 6: Note: Click on the Category 1 or Category 2 Milestone tab(s) and complete the yellow input fields for all metrics. Upload supporting documentation. Click Save.

15 Step 6: Note: Click on the Category 1 or Category 2 Milestone tab(s) and complete the yellow input fields for all metrics. Upload supporting documentation. Click Save. Supporting attachments cannot be edited or deleted after they are uploaded. Estimated DY Payment will populate or update as you complete the report Use the dropdown to indicate metric achievement The Metric Progress Update input field must be completed as it is part of the Semi Annual Reporting requirements The View button will appear after uploaded supporting documentation has been saved Click Upload to upload supporting documentation Click and drag the bottom right corner to expand the input field Note: Estimated Payments will be dependent on HHSC/CMS approval and IGT availability HHSC DSRIP Online Reporting System 15

Step 7: After saving your progress, you can view the uploaded supporting documentation in a pop up Document List. You can also download the individual attachments by clicking on their links.

Acceptable files include: PDFs, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and zip files.

16 Step 7: After saving your progress, you can view the uploaded supporting documentation in a pop up Document List. You can also download the individual attachments by clicking on their links. Click View to see and access uploaded supporting documentation To view or download supporting documentation, click on the individual attachment links Note: There is a 30 MB size limit per upload. Acceptable files include: PDFs, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and zip files. If you have several attachments that need to be uploaded in support of a metric, consider uploading them as a Zip file. To create a zip file (in Windows 7): Step 1: Select the files that you want to zip Step 2: Right click your selection, hover over Send to, and click Compressed (zipped) folder Step 3: Once the zip file has been created, you can upload it onto the appropriate Milestone tab in the supporting documentation section. The DSRIP Online Reporting System will then split them out into individual files once uploaded. HHSC DSRIP Online Reporting System 16

17 Step 8: Complete the yellow input fields on the Category 3 tab(s).. Upload supporting documentation. Click Save. Click Save as you complete each tab Select and complete each related Category 3 tab(s) Estimated DY Payment will populate or update as you complete the report The View button willl appear after uploaded supporting documentation has been saved The Category 3 Milestone Progress Update input fields must be completed as it is part of the Semi Annual Reporting requirements Click Upload to upload supporting documentation Click and drag the bottom right corner to expand the input field Step 9: After completing and saving your progress onn the Project Summary, Milestone, and Category 3 tabs for the Project Reporting Page, please verify that all of the required data has been entered by scrolling to the top of the page. The system will list the inputs that are missing information as you complete the reporting tabs and save your progress. 17

Listss missing information Click Save before navigating

have the option to Submit completed project reports Step

report, a Lead Provider has the option to click Submit.

the opportunity to be the last person to review a report

Once a Lead Provider clicks on Submit, editing data entry

have been saved by the reporting deadline, they will be

Category 4 Step 1: Step 2: From the Reporting Status tab,

On the Project Details page, click on a Round.

18 Listss missing information Click Save before navigating away from the Project Reporting page Lead Providerss will have the option to Submit completed project reports Step 10: If there are no other changes to make to the project report, a Lead Provider has the option to click Submit. The purpose of the Submit button is to give Lead Providers the opportunity to be the last person to review a report before submission. Once a Lead Provider clicks on Submit, editing data entry fields is no longer possible. Using the Submit button is optional. As long as the completed report and supporting attachments have been saved by the reporting deadline, they will be considered officially submitted. Category 4 Step 1: Step 2: From the Reporting Status tab, click on the Category 4 project ID. On the Project Details page, click on a Round. For April reporting this will be Round 1 and for October reporting it will be Round 2. The DSRIP Online Reporting System defaults to the current DY. Click on a Round to view the Project Reporting page Defaults to current DY 18

Step 3: Step 4: On the Project reporting page, select the appropriate Round

indicate that you are reporting on the selected domain and upload the

Note: Because the Category 4 Reporting Template includess all reporting

Click Save beforee navigating away from the Category 4 Project Reporting page

Select the appropriate reporting round tab Click Upload to attach the Category

changes to make to the Category 4 report, a Lead Provider has the option to

Once the Category 4 report has been submitted, it is not possible to make any

IGT Entities: Approving Semi Annual Reports Note: Organizations must be logged

After the reporting period closes, the IGT Homepage will list its Pending

19 Step 3: Step 4: On the Project reporting page, select the appropriate Round tab. Select Yes or No from the dropdown boxx in the Submitted column to indicate that you are reporting on the selected domain and upload the supporting documentation (Category 4 Reporting Template). Click Save. Note: Because the Category 4 Reporting Template includess all reporting domains, it needs to be uploadedd only once, with the first reported domain. Click Save beforee navigating away from the Category 4 Project Reporting page Lead Providers will have the option to Submit completed Category 4 reports Select the appropriate reporting round tab Click Upload to attach the Category 4 Template Select Yes or No from the dropdown Step 5: If there are no other changes to make to the Category 4 report, a Lead Provider has the option to click Submit. Please note that theree is no way to undo this process. Once the Category 4 report has been submitted, it is not possible to make any edits. IGT Entities: Approving Semi Annual Reports Note: Organizations must be logged in as the IGT role in order to review and provide feedback concerning the accuracy of metric reporting. This activity is only available after the reporting period closes. After the reporting period closes, the IGT Homepage will list its Pending Certifications for which the IGT Entity can approve and provide feedback. This process is not required and will not affect payments if the IGT Entity decides not to indicate approval or provide feedback. Step 1: Select a Project ID to navigate to its Project Details page. 19

20 Defaults to current DY Click a Project ID Step 2: On the Project Details page, click on a Round. For April reporting this will be Round 1 and for October reporting it will be Round 2. The DSRIP Online Reporting System defaults to the current DY. Defaults to current DY Click on a Round to view the Project Reporting page Step 3: On the Project Details page, select IGT Info tab and enter your Approvals and Comments. Click Save. Select the IGT Info tab Click to Save Click and drag the bottom right corner to expand the input field Step 4: To return to the list of projects, click HOME on the main menu. 20

21 Main Menu: Search The DSRIP Online Reporting System allows you to search the site at the RHP, Provider, IGT Entity, and Project level. Most search results will provide an Overview option in the More column. By clicking Overview, the user will find general information depending on the level that was searched. Hover over SEARCH to see a dropdown list of available options Search RHP Click Overview to see the Anchor Overview page for the selected RHP The Anchor Overview page displayss general information for each providerr in the RHP ncluding Project IDs, RHP number, Project Options, and Milestones (by DY). 21

22 Click provider name to navigate to the Provider Overview page Click Project ID to navigate to the Project Overview page Hover over the Project Option or Milestonee number to see descriptions Search Provider Click Overview to see a summary of projects from the selected provider 22

23 The Provider Overview page displays the Project IDs, RHP number, Projectt Options, and Milestones (by DY) for each active project. Click the RHP # to view thee Anchor Overview Page Click IGT Entity name to navigate too the IGT Overview page Hover over the Project Option or Milestone number to see descriptions Click Project ID too navigate to the Project Overview page Search IGT Entity Click Overview to see the IGT Overview page for the selected IGT Entity 23

24 The IGT Overview page displays the IGT entity s affiliated providers, detailing the Project IDs, RHP number, Project Options, and Milestones (by DY) for each active project. Click the RHP # to view the Anchor Overview Page Click provider name to navigate to the Providerr Overview page Hover over the Project Option or Milestonee number to see descriptions Click Project ID to navigate to the Project Overview page Search Project Click Overview to see the Projectt Overview page for thee selected project 24

The Project Overview page displayss the general

number, provider name, a short summary about the

option, the IGT affiliations, related Category 3

year. Click the Category 3 Project ID too view its

unavailable Helpful Tips The DSRIP Online Reporting

20 minutes and will prompt you to log in again.

login screen where you will need to re enter your user

Please use HOME on the main menu to return to your

Save frequently when inputting your reporting

navigating away from the Project Reporting page.

Microsoft Excel, Microsoft PowerPoint, and zip files.

25 The Project Overview page displayss the general information on the selected project including the RHP number, provider name, a short summary about the project, the category number, project ID, project option, the IGT affiliations, related Category 3 projects, and project valuation for each demonstration year. Click the Category 3 Project ID too view its Project Details Page Search Metrics Currently unavailable Helpful Tips The DSRIP Online Reporting System will log you out iff you are idle for more than 20 minutes and will prompt you to log in again. Clicking on Login will bring you back to the main login screen where you will need to re enter your user login information to log into the system again. Please use HOME on the main menu to return to your homepage at any time. Save frequently when inputting your reporting information on the Provider Summary and Project Reporting pages. You will also be reminded to save your report before navigating away from the Project Reporting page. There is a 30 MB size limit per upload for supporting documentation. Acceptable files include: PDFs, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and zip files. Upload the Project Coversheet as one of the attachments under the first milestone and metric for which you are reporting Yes Completed. Supporting attachments cannot be edited or deleted after they are uploaded. Please ensure that uploaded documents are final. 25

Our DSRIP support team will respond with a temporary password so you may log in and reset it. At any point, you may change your password by clicking Change Password on the login screen.

26 Additional Assistance To change your password, please click Change Password Please select Forgot Password/Login? or Change Password as appropriate If you have forgotten your login information, please click Forgot Password/Login? You will then be prompted to enter and submit your address. Our DSRIP support team will respond with a temporary password so you may log in and reset it. At any point, you may change your password by clicking Change Password on the login screen. Please be sure to follow the password guidelines listed on the Change Password page. If you experience difficulties with your login information and have received an error due to too many log in attempts, please the waiver mailbox so we can unlock your account. For further assistance, please contact TXHealthcareTransformation@hhsc.state.tx.us. HHSC DSRIP Online Reporting System 26

Table of Contents. 1. Background Logging In Account Setup Requests Submissions Discussions...

Table of Contents. 1. Background Logging In Account Setup Requests Submissions Discussions... Trust Safety: PwC Connect Tool Upload Release: Final Updated November 2018 Table of Contents 1. Background... 3 2. Logging In... 4 3. Account Setup... 8 3. Requests... 9 4. Submissions... 10 5. Discussions...