26. EPMO Open Source Coordination Office Redaction File Detail Report

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26.1 Files compared

#	Location	File	Last Modified
1	CPRS_EP1_OR_3_453.zip\CPRS_EP1_OR_3_453\OR_3_453_Documentation.zip	Provider_Role_Tool_UG.docx	Thu Mar 21 01:37:44 2019 UTC
2	CPRS_EP1_OR_3_453.zip\CPRS_EP1_OR_3_453\OR_3_453_Documentation.zip	Provider_Role_Tool_UG.docx	Tue Apr 9 19:01:49 2019 UTC

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	1	Provider R ole Tool 1 .0 (Patch OR3.0453 )
	2	User Guide : GUI Vers ion
	3
	4	March 2019
	5	Department of Vetera ns Affairs
	6	Office of Informatio n and Tech nology (OI &T)
	7
	8
	9	Revision H istory
	10	NOTE: The revision h istory cyc le begins once chang es or enha ncements a re request ed after t he documen t has been baselined .
	11
	12	Date
	13	Revision
	14	Descriptio n
	15	Author
	16	March 2019
	17	0.01
	18	Initial dr aft
	19	C. Bernier , TW
	20
	21
	22
	23
	24
	25
	26	Artifact R ationale
	27	Per the Ve teran-focu sed Integr ated Proce ss (VIP) G uide, the User’s Gui de is requ ired to be completed prior to Critical D ecision Po int #2 (CD 2), with t he expecta tion that it will be updated a s needed. A User Gui de is a te chnical co mmunicatio n document intended to give as sistance t o people u sing a par ticular sy stem, such as VistA end users. It is usu ally writt en by a te chnical wr iter, alth ough it ca n also be written by programme rs, produc t or proje ct manager s, or othe r technica l staff. M ost user g uides cont ain both a written g uide and t he associa ted images . In the c ase of com puter appl ications, it is usua l to inclu de screens hots of th e human-ma chine inte rfaces, an d hardware manuals o ften inclu de clear, simplified diagrams. The langu age used i s matched to the int ended audi ence, with jargon ke pt to a mi nimum or e xplained t horoughly. The User Guide is a mandatory , build-le vel docume nt, and sh ould be up dated to r eflect the contents of the mos t recently deployed build. The sections documented herein ar e required if applic able to yo ur product .
	28	Table of C ontents
	29	1.Introduc tion1
	30	1.1.Purpos e1
	31	1.1.1.Assu mptions1
	32	1.1.2.Coor dination2
	33	1.1.3.Disc laimers2
	34	1.1.3.1.So ftware Dis claimer2
	35	1.1.3.2.Do cumentatio n Disclaim er2
	36	1.1.4.Docu mentation Convention s2
	37	1.1.5.Refe rences and Resources 3
	38	1.1.5.1.Wo rld Wide W eb3
	39	1.1.5.2.On line Help3
	40	1.2.Nation al Service Desk and Organizati onal Conta cts4
	41	2.System S ummary4
	42	2.1.System Configura tion4
	43	2.2.Data F lows5
	44	2.3.User A ccess Leve ls5
	45	2.4.Contin uity of Op eration5
	46	3.Getting Started6
	47	3.1.Loggin g On6
	48	3.2.System Menu6
	49	3.2.1.Logg ing in to Provider R ole Tool6
	50	3.3.Changi ng User ID and Passw ord7
	51	3.4.Exit S ystem7
	52	3.5.Caveat s and Exce ptions7
	53	4.Using th e Software 8
	54	4.1.Prepar ing for a Provider R ole Change 8
	55	4.2.Main W indow9
	56	4.2.1.Wind ow Layout9
	57	4.3.Viewin g Patient Orders13
	58	4.4.Button s & Menu I tems14
	59	4.5.How to Reassign Patient Or ders14
	60	4.6.Select Provider1 4
	61	4.6.1.Sele ct a Curre nt Provide r and Orde r Date Ran ge14
	62	4.6.2.Sele ct a New P rovider16
	63	4.7.Viewin g Order De tails17
	64	4.8.Reassi gn Orders1 8
	65	5.Troubles hooting20
	66	5.1.Specia l Instruct ions for E rror Corre ction20
	67	6.Acronyms and Abbre viations20
	68
	69	Table of F igures
	70	Figure 1: Provider R ole Tool s erver conn ection dia log3
	71	Figure 2: Provider R ole Tool s erver conn ection dia log6
	72	Figure 3: Provider R ole Tool l ogin dialo g7
	73	Figure 4: Provider R ole Tool M ain Screen 9
	74	Figure 5: This shows the right side of t he Provide r Role Too l Window10
	75	Figure 6: The right part of th e Provider Role Tool main wind ow11
	76	Figure 7: The center portion o f the main Provider Role Tool window has the comma nd buttons .12
	77	Figure 8: Typical Pr ovider Rol e Tool ses sion in mi d-progress 13
	78	Figure 9: Provider R ole Tool M ain Screen with the Choose Cur rent Provi der/Order Dates…butt on red hig hlighting added for clarity.15
	79	Figure 10: The Selec t Current Provider a nd Order D ates dialo g15
	80	Figure 11: The Provi der Role T ool: Reass ign Patien t Orders m ain dialog showing t he user se lecting th e Add New Provider i tem, added highlight ing for cl arity.16
	81	Figure 12: Add New P rovider17
	82	Figure 13: Order Det ails: The orders are listed on the left. As the us er highlig hts an ord er on the left, the details ar e displaye d on the r ight.18
	83	Figure 14: Reassign Orders (Re view and E xecute) di alog19
	84	Figure 15: Notepad t ext report .20
	85
	86
	87	Introducti on
	88	Purpose
	89	The purpos e of this guide is t o familiar ize the us er with th e Provider Role Tool applicati on that en ables prov iders to r eassign re sponsibili ties for q ualifying patient or ders from a current provider t o one or m ore new pr oviders, i n the case where a p rovider ch anges role s while re maining at the same site (for example, a provider who moves from VA to DOD but d oes not re locate). T he goal is for the c urrent pro vider not to receive notificat ions for o rders writ ten in the previous role, whil e being ab le to rece ive notifi cations fo r orders w ritten in the new ro le. So tha t previous ly created orders ar e not “los t,” they a re redirec ted to the newly ass igned prov iders.
	90	One way to think of the Provid er Role To ol is to c onsider it a more ad vanced ver sion of th e CPRS Sur rogates fe ature. The Surrogate s feature lets you r edirect al l notifica tions from one provi der to ano ther – use ful when o ne provide r is on va cation. Pr ovider Rol e Tool red irects onl y selected notificat ions – tho se related to qualif ying order s issued w hile the c urrent pro vider was acting in a now-disc ontinued r ole or cap acity at a given sit e.
	91	The Provid er Role To ol impleme nts VA New Service R equest (NS R) 2013050 4. The pro gram is in dependent from CPRS but works with CPRS GUI server s. It will eventuall y become a vailable i n various CPRS serve r releases (30 and l ater).
	92	The Provid er Role To ol applica tion swaps “qualifyi ng” patien t orders f rom an ori ginal prov ider (who has moved on and sho uld no lon ger receiv e associat ed order n otificatio ns) to a s ubstitute provider. The reassi gnment ens ures that the origin al provide r won’t re ceive any notificati ons associ ated with the orders in questi on, and th e substitu te provide r will rec eive those notificat ions. A “q ualifying” patient o rder is an open orde r issued b y the orig inal provi der during a specifi ed time pe riod (by d efault, th e last cal endar year ).
	93	The origin al case th at led to this NSR w as a provi der who mo ved from V A to DOD w hile remai ning at th e same sit e. After t he role ch ange, the provider w as no long er respons ible for V A patients , and was instead re sponsible for DOD pa tients. Th e facility was in a difficult situation. If they a ssigned a surrogate for the or iginal pro vider, tha t surrogat e received order not ifications for the o riginal pr ovider’s V A and DOD patients. If they di d not assi gn a surro gate, the original p rovider co ntinued to receive n otificatio ns for VA patients. They neede d a soluti on that wo uld let th e original provider move on to new dutie s without the burden of receiv ing notifi cations fo r orders i ssued in t he abandon ed VA role .
	94	Assumption s
	95	Users: The Provider Role Tool will be us ed by pers onnel that sites des ignate to reassign r esponsibil ity from o ne provide r to anoth er. It is assumed th at using P rovider Ro le Tool wi ll be an a dministrat ive functi on, perhap s performe d by a Cli nical Appl ication Co ordinator (CAC). The CAC can p erform thi s function under the direction of clinic al personn el who can speak to how qualif ying order s will be reassigned to one or more diff erent prov iders. How ever, it i s up to si tes to dec ide on the process t o reassign orders.
	96	Accessibil ity: The P rovider Ro le Tool is fully com pliant wit h Section 508 access ibility di rectives.
	97	Provider R ole Tool G UI Interfa ce: The Pr ovider Rol e Tool was built to run in the Microsoft Windows o perating e nvironment (usually referred t o simply a s Windows) .
	98	Coordinati on
	99	To use the Provider Role Tool, sites wil l need to coordinate the insta llation an d make sur e the corr ect users have autho rization t o use the software.
	100	For instal lation, si tes need t o coordina te their l ocal resou rces with the ITOPS support, i f they are supported by them t o install Provider R ole Tool. The site C omputerize d Patient Record Sys tem (CPRS) Coordinat or may be involved i n selectin g which us ers will n eed to use Provider Role Tool. It is ant icipated t hat Clinic al Applica tion Coord inators (C ACs) will be tasked with using Provider Role Tool to reassig n orders t o new prov iders.
	101	The audien ce for thi s Provider Role Tool User Guid e consists of those resources that will be tasked with reass igning ord ers from p roviders w ho have ch anged role s, but rem ain at a s ite, to ot her provid ers at the site. As described later in t his manual , clinical staff at the site s hould deci de which o rders need to be rea ssigned an d to whom they shoul d be reass igned.
	102	Disclaimer s
	103	Software D isclaimer
	104	This softw are was de veloped at the Depar tment of V eterans Af fairs (VA) by employ ees of the Federal G overnment during the ir officia l duties. Pursuant t o title 17 Section 1 05 of the United Sta tes Code t his softwa re is not subject to copyright protectio n and is i n the publ ic domain. VA assume s no respo nsibility whatsoever for its u se by othe r parties, and makes no guaran tees, expr essed or i mplied, ab out its qu ality, rel iability, or any oth er charact eristic. W e would ap preciate a cknowledge ment if th e software is used. This softw are can be redistrib uted and/o r modified freely if any deriv ative work s bear som e notice t hat they a re derived from it, and any mo dified ver sions bear some noti ce that th ey have be en modifie d.
	105	Documentat ion Discla imer
	106	The appear ance of ex ternal hyp erlink ref erences in this manu al does no t constitu te endorse ment by th e Departme nt of Vete rans Affai rs (VA) of this Web site or th e informat ion, produ cts, or se rvices con tained the rein. The VA does no t exercise any edito rial contr ol over th e informat ion you ma y find at these loca tions. Suc h links ar e provided and are c onsistent with the s tated purp ose of the VA.
	107	Documentat ion Conven tions
	108	This manua l uses sev eral metho ds to high light diff erent aspe cts of the material.
	109	Descriptiv e text is presented in a propo rtional fo nt (as rep resented b y this fon t).
	110	Note: Note s are used to call a user’s at tention to an import ant matter or idea. It will be in bold.
	111	Warning: T his paragr aph is a c aution for users tha t if they do somethi ng, the re sult could be seriou s includin g loss of data.
	112	“Snapshots ” of compu ter online displays (i.e., cha racter-bas ed screen captures/d ialogs) an d computer source co de are sho wn in a no n-proporti onal font and enclos ed within a box.
	113	Select OPT ION NAME: XPAR EDIT PARAMETER Edit Parameter Values
	114	Edit Param eter Value s
	115	Also inclu ded are Gr aphical Us er Interfa ce (GUI) M icrosoft W indows ima ges (i.e., dialogs o r forms).
	116
	117	Figure 1: Provider R ole Tool s erver conn ection dia log
	118	References and Resou rces
	119	World Wide Web
	120	Provider R ole Tool d ocumentati on is also available on the VA Document Library (V DL). The o nline vers ions will be updated as needed . Please l ook for th e latest v ersion on the VDL: h ttp:// DNS . URL
	121	Online Hel p
	122	Instructio ns, proced ures, and other info rmation ar e availabl e from the Provider Role Tool online hel p file. Yo u may acce ss the hel p file by clicking H elp \| Cont ents from the menu b ar or by p ressing th e F1 key w hile you h ave any Pr ovider Rol e Tool dia log open. Much of th e informat ion in thi s User Man ual is als o in the P rovider Ro le Tool on line help.
	123	National S ervice Des k and Orga nizational Contacts
	124	Table 1. T ier Suppor t Contact Informatio n”
	125	Name
	126	Role
	127	Org
	128	Contact In fo
	129	CPRS Clini cal Applic ation Coor dinator
	130	Tier 0 Sup port
	131	VHA
	132	Local Clin ical App C oordinator informati on should be availab le from yo ur site.
	133	OI&T Natio nal Servic e Desk
	134	Tier 1 Sup port
	135	OI&T
	136	PII
	137	1-855-673- 4357
	138	Health Pro duct Suppo rt
	139	Tier 2 Sup port
	140	VHA
	141	PII
	142	1-855-673- 4357
	143	OI&T Syste m Admin/Fi eld Operat ion Suppor t
	144	Tier 2 & 3 support
	145	OI&T
	146	PII
	147	1-855-673- 4357
	148	VistA Patc h Maintena nce
	149	Tier 3 App lication S upport
	150	OI&T
	151	PII
	152	1-855-673- 4357
	153	System Sum mary
	154	The Provid er Role To ol is a cl ient-serve r GUI appl ication th at enables users to reassign e xisting or ders from a provider who is ch anging rol es but rem aining at the same l ocation to other pro viders as decided by clinical staff. An example wo uld be if a provider was worki ng for VA, but then took a pos ition with a Departm ent of Def ense collo cated site , then the user woul d still be there, bu t would no longer be responsib le for the VA patien ts.
	155	The Provid er Role To ol GUI is a front-en d applicat ion that i nteracts w ith the Vi stA databa se using C PRS commun ication pr otocols an d affects which user s receive notificati ons.
	156	To launch Provider R ole Tool, users will either se lect an it em from th e CPRS Too ls menu or Provider Role Tool can be lau nched from an icon. The user w ill have t o log in w hether the applicati on is laun ched from the CPRS T ools menu or from an icon.
	157	Once logge d in, the use can se lect the p rovider wh ose orders need to b e changed and the da te range f or those o rders. Aft er selecti ng the pro vider, pat ients with orders fr om the sel ected prov ider displ ay on the left of th e window.
	158	System Con figuration
	159	The Provid er Role To ol runs on workstati ons that a lso have C PRS on the m. It comm unicates b ack and fo rth with s ervers tha t then int eract with the VistA database as shown b elow.
	160
	161	Data Flows
	162	See above.
	163	User Acces s Levels
	164	Because us ers will l aunch the Provider R ole Tool a pplication from the CPRS Tools menu, the y must hav e access t o the CPRS applicati on. In add ition, onl y users wh o have bee n assigned the OR PR T ACCESS k ey may use the Provi der Role T ool applic ation.
	165	Continuity of Operat ion
	166	As long as the VistA database is functio ning and c an be acce ssed, Prov ider Role Tool shoul d be avail able. The protection of data a nd other i tems are r elated to the VistA database, not Provid er Role To ol.
	167	Getting St arted
	168	Logging On
	169	Users can launch Pro vider Role Tool dire ctly from an icon or from the CPRS Tools menu. If the site c hooses to use Provid er Role To ol from th e Tools me nu, CACs o r other su pport pers onnel will have to a dd a menu item on th e Tools me nu for use rs who wil l reassign orders us ing the Pr ovider Rol e Tool GUI applicati on.
	170	When the P rovider Ro le Tool GU I applicat ion is lau nched, the user will be presen ted with a login scr een.
	171	System Men u
	172	Logging in to Provid er Role To ol
	173	When the u ser launch es the Pro vider Role Tool appl ication, t he applica tion first briefly d isplays a server con nection di alog and t hen the lo gin screen where the user ente rs his or her access and verif y code.
	174
	175	Figure 2: Provider R ole Tool s erver conn ection dia log
	176	Once it ha s connecte d to the s erver, the dialog wi ll continu e to displ ay in the background while the login scr een displa ys as show n below.
	177
	178
	179	Figure 3: Provider R ole Tool l ogin dialo g
	180	Note:The u sers will use the tw o-factor a uthenticat ion (2FA), using the ir Persona l Identifi cation Ver ification (PIV) card and their Personal Identifica tion Numbe r (PIN) wh en it is r eady. Unti l it is re ady, users will use the same a ccess and verify cod es they us e for CPRS or VistA to log in to Provide r Role Too l.
	181	Changing U ser ID and Password
	182	Users will use the s ame creden tials that they use to access VistA or C PRS. So, w henever th ose creden tials need to be ren ewed, the same crede ntials wil l be used for Provid er Role To ol.
	183	Exit Syste m
	184	To exit th e system, the user e ither sele cts the X in the upp er right c orner of t he dialog or selects File \| Ex it.
	185	Caveats an d Exceptio ns
	186	N/A
	187	Using the Software
	188	Preparing for a Prov ider Role Change
	189	It’s impor tant to pr operly res earch and prepare be fore attem pting a pr ovider rol e change. Remember t hat the Pr ovider Rol e Tool, th ough it di splays pat ient names , is actua lly reassi gning orde rs, not pa tients. Th e program’ s purpose is to make sure new notificati ons for re cently iss ued orders go to a n ewly desig nated prov ider(s).
	190	To success fully impl ement a pr ovider rol e change u sing the P rovider Ro le Tool, y ou should answer the se questio ns before attempting a transfe r…
	191	Who is cha nging role s? The man agement te am identif ies the pr ovider cha nging role s.
	192	What patie nts have q ualifying orders? Th e manageme nt team id entifies p atients wh o will be affected b y the role change. P rovider Ro le Tool de fines thes e patients as those who have q ualifying orders iss ued by the provider changing r oles durin g a specif ied time p eriod.
	193	Who will r eceive ord er notific ations for these qua lifying or ders? The management team iden tifies the new provi der(s) who will now manage the patients and orders formerly assigned t o the depa rting prov ider.
	194	How far ba ck are we going? The managemen t team als o determin es a defau lt time pe riod cover ed by the transfer, such as “a ll orders from one y ear ago un til today at midnigh t”.
	195	How will w e allocate transfers between m ultiple ne w provider s? The man agement te am specifi es how pat ients/orde rs will be allocated between n ew provide rs. This c ould be si mple, as i n “evenly divide pat ients betw een these three new providers” . Or it co uld be com plex, as i n “find al l the card iac patien ts and ass ign them t o provider X and fin d all the orthopedic patients and assign them to p rovider Y” , and so o n.
	196	Are the de signated n ew provide rs aware o f this pen ding trans fer? It’s incumbent on the man agement te am to get “buy-in” f rom the ne w provider s that wil l suddenly be receiv ing order notificati ons for pa tients for merly mana ged by the previous provider.
	197	Are the de signated n ew provide rs able to receive t he appropr iate order notificat ions? It d oesn’t do much good to transfe r orders t o a new pr ovider who can’t rec eive order notificat ions!
	198	Are you su re simple surrogacy is not suf ficient? P rovider Ro le Tool is designed to serve t he busines s case whe re a provi der is cha nging role s at the s ame site. If the pro vider is r etiring or leaving t he site, o ther busin ess proces ses are pr obably mor e appropri ate.
	199	The Provid er Role To ol can opt ionally as sist in di scovering patients a nd orders for a depa rting prov ider. For example, a user can enter a de parting pr ovider and a date ra nge, and “ assign” th em to a ne w provider . In the Q ualifying Orders win dow, Provi der Role T ool will p resent a d etailed li sting of q ualified o rders for each patie nt. This c an then be used by t he managem ent team w hen design ating whic h patients /orders go to each n ewly desig nated prov ider.
	200	Main Windo w
	201	Window Lay out
	202	After logg ing in, th e user wil l be prese nted with the main P rovider Ro le Tool: R eassign Pa tient Orde rs dialog.
	203
	204	Figure 4: Provider R ole Tool M ain Screen
	205
	206
	207	The main P rovider Ro le Tool wi ndow has t hree parts …
	208	Left side: Select an d display a current provider a nd associa ted patien ts/orders associated with that provider and the ch osen date range.
	209
	210	Figure 5: This shows the right side of t he Provide r Role Too l Window
	211
	212	Right side : Select a nd display new provi ders and t he patient s/orders a ssigned to each.
	213
	214	Figure 6: The right part of th e Provider Role Tool main wind ow
	215
	216	Center: Bu ttons to m ove patien ts between old and n ew provide rs.
	217
	218	Figure 7: The center portion o f the main Provider Role Tool window has the comma nd buttons .
	219
	220
	221	The screen capture b elow shows a typical Provider Role Tool session in mid-progr ess. The u ser has al ready sele cted a cur rent provi der, two n ew provide rs, and ha s assigned each new provider t wo patient s. There a re still p atients aw aiting rea ssignments .
	222
	223
	224	Figure 8: A typical Provider R ole Tool s ession in mid-progre ss
	225
	226	Additional features in the Pro vider Role Tool GUI:
	227	Most table s and list s have pop up or cont ext menus with addit ional acti ons. When in doubt, right clic k to see i f a menu p ops up.
	228	The main s creen supp orts drag and drop. You can dr ag patient s from lef t to right or betwee n provider s in the r ight panel .
	229	Some table s support double cli ck. You ca n double c lick a pat ient to se e associat ed orders.
	230	Most table s and list s support multiple s elections using stan dard Windo ws techniq ues.
	231	Viewing Pa tient Orde rs
	232	Double cli ck or use the popup context me nu item to view all qualifying orders fo r the sele cted curre nt provide r patient (at screen left). Or ders will be display ed in a po pup dialog . See the separate h elp topic for the or der detail s dialog.
	233	What is a qualifying order?
	234	It was iss ued by the selected provider
	235	It was iss ued during the selec ted date r ange
	236	It is a si gned order
	237	It is in a state ide ntified as potential ly generat ing a futu re notific ation.
	238	Buttons & Menu Items
	239	All button s on the m ain screen have corr esponding menu comma nds in the “Edit” ma in menu. A ll buttons and menu items have shortcuts (command keys) that are displ ayed when the “ALT” key is pre ssed.
	240	Choose Cur rent Provi der and Or der Dates: Displays a popup di alog (see additional help) in which the user can s elect the current pr ovider fro m a list. The user c an also mo dify the d efault sel ection per iod, which defaults to the pas t calendar year. Upo n selectio n, the pat ients list at left s creen will be popula ted with p atients. T he order c ount for e ach patien t displays to the ri ght of the ir names.
	241	Add Select ed: Moves the select ed current provider’ s patients (at left screen) to the selec ted new pr ovider (at right scr een).
	242	Add All: M oves all c urrent pro vider’s pa tients (at left scre en) to the selected new provid er (at rig ht screen) .
	243	Auto Alloc ate All: E venly dist ributes al l current provider’s patients (at left s creen) bet ween all n ew provide rs (at rig ht screen) .
	244	Undo Selec ted: Remov es all sel ected pati ents at ri ght screen (new prov ider) and restores t hem at lef t screen ( current pr ovider). I t also rem oves all s elected ne w provider s.
	245	Undo All: Removes al l patients at right screen (ne w provider ) and rest ores them at left sc reen (cur rent provi der). It a lso remove s all new providers.
	246
	247	How to Rea ssign Pati ent Orders
	248	There are four overa ll steps i n moving p atient ord ers from a n old prov ider to on e or more new provid ers. Popu p dialogs are descri bed in gre ater detai l in focus ed help to pics.
	249	Choose a P rovider an d a Date R ange: The first step is to spe cify which provider needs to h ave orders reassigne d and then pick the date range . The defa ult date r ange is on e year ago from toda y, but the user can change the range. Se lect Choos e Current Provider a nd Order D ates, and then selec t a provid er and a d ate range from the d ate picker .
	250	Choose One or More P roviders W ho Will Be Responsib le for the Orders: S elect Add New Provid er, and th en select a new prov ider from the date p icker. Rep eat as nee ded to sel ect more t han one ne w provider (orders c an be dist ributed am ong multip le new pro viders).
	251	Move Order s to the N ew Provide rs: Use dr ag & drop, the cente r buttons, or the ed it menu it ems, to mo ve patient s from lef t to right until all are assig ned new pr oviders.
	252	Review and Reassign Orders: Wh en all ord ers are co rrectly as signed to the approp riate new providers, select Ap ply Change s to displ ay the rev iew window . In that window, re view your changes an d then, wh en ready, select Rea ssign Orde rs to make your chan ges perman ent.
	253
	254	Select Pro vider
	255	Select a C urrent Pro vider and Order Date Range
	256	On the mai n Provider Role Tool : Reassign Signed Pa tient Orde rs window, select Ch oose Curre nt Provide r / Order Dates.
	257
	258	Figure 9: Provider R ole Tool M ain Screen with the Choose Cur rent Provi der/Order Dates…butt on red hig hlighting added for clarity.
	259
	260	The Select Current P rovider an d Order Da tes dialog displays.
	261
	262	Figure 10: The Selec t Current Provider a nd Order D ates dialo g
	263	Choose a d ate range. You can e ither acce pt the def ault of on e year fro m today or set anoth er date ra nge. To ac cept the d efault of one year, skip to st ep 3. To s et a new d ate, selec t the Star t Date cal endar cont rol and ty pe a date or use the controls to set the date. The n, do the same with the Stop D ate calend ar control .
	264	The defaul t stop dat e is “toda y.” The de fault Star t Date is one year a go. Note t hat you ca n enter an y range in the past up to the current ti me, but en tering a f uture date is not al lowed. Cha nge the st op date if desired. Note that dates are inclusive. Orders is sued at an y time of day betwee n the star t date and the stop date will be include d.
	265	When you h ave the pr ovider and the corre ct date ra nge, selec t OK.
	266	Warning: B e aware th at selecti ng a new p rovider an d date ran ge will er ase any un applied as signments you’ve mad e in the m ain screen .
	267	Select a N ew Provide r
	268	You can se lect one o r more new providers to have r esponsibil ity for re assigned o rders.
	269	To select a New Prov ider, sele ct Add New Provider from the m ain window .
	270
	271	Figure 11: The Provi der Role T ool: Reass ign Patien t Orders m ain dialog showing t he user se lecting th e Add New Provider i tem, added highlight ing for cl arity.
	272	Then selec t a new pr ovider fro m the popu p dialog b y typing p art of the provider’ s name in the field, selecting the corre ct name, a nd selecti ng OK.
	273
	274	Figure 12: Add New P rovider
	275	Note:The u ser can on ly select one new pr ovider eac h time the user sele cts Add Ne w Provider and this dialog ope ns. Howeve r, Provide r Role Too l enables the user t o add mult iple new p roviders t o the list on the ma in dialog and distri bute curre nt patient orders be tween the selected p roviders.
	276
	277	To add mul tiple new providers, simply re peat the s teps above as many t imes as ne eded.
	278
	279	Viewing Or der Detail s
	280	Once patie nts are li sted in ei ther pane of the mai n window, the user c an view th e order de tails for that patie nt’s order s. To brin g up the O rder Detai l dialog, the user d ouble-clic ks on the patient na me or righ t-clicks o n the name to bring up the con text menu and then s elects the Show Orde rs for Pat ient Under Mouse men u item.
	281	The qualif ying order s for the selected p atient are shown on the left o f the dial og. An ord er list is displayed at the le ft screen. Select an y order to view deta ils at rig ht. Some o rder may b e in an ex pired or d iscontinue d state, b ut these o rders are considered qualifyin g orders f or this fe ature.
	282	To view or ders, use these step s:
	283	After sele cting a Pr ovider and Date rang e on the m ain window , a list o f patients with qual ifying ord ers should display i n the left pane.
	284	Double-cli ck on a pa tient or r ight click on a pati ent and se lect Show Orders for patient u nder the m ouse.
	285	To view th e details of an orde r, highlig ht the ord er by clic king on it or tab to the order and press Shift + F 10.
	286
	287	Figure 13: Order Det ails: The orders are listed on the left. As the us er highlig hts an ord er on the left, the details ar e displaye d on the r ight.
	288	When the u ser is don e reviewin g order, s elect Clos e.
	289
	290	Reassign O rders
	291	After the user selec ts the App ly Changes on the ma in window, the user must final ize the ch anges usin g the Reas sign Order (Review a nd Execute ) dialog. Because th is is an i rreversibl e change, Provider R ole Tool r equires th is deliber ate review step. The Reassign Order (Rev iew and Ex ecute) dia log displa ys the ord ers that n eed to be reassigned , and the user must select Rea ssign Orde rs to comp lete the r eassignmen t process.
	292	To complet e the orde r reassign ment, use these step s:
	293	Accept the default r eassignmen t date of today or c hange to a future da te (it can not be ear lier than now but ca n be a fut ure time/d ate).
	294
	295	Figure 14: Reassign Orders (Re view and E xecute) di alog
	296	Review the list of r eassigned orders if desired.
	297	Note: It s hould be n oted that this revie w screen w ill likely have hund reds or po ssibly tho usands of individual orders. I t’s unlike ly that a user will scroll thr ough this list. The tool prese nts the li st and req uires anot her button click mai nly as a “ stop and p ause” feat ure.
	298	Select Rea ssign Orde rs to comp lete reass ignment.
	299	Review the results t o see if a ny reassig nments fai led.
	300	Optionally copy the reassignme nt results to the Wi ndows clip board usin g the popu p menu by right-clic king on th e order an d selectin g Copy Res ults to Cl ipboard.
	301	Return to the main w indow by s electing C lose.
	302
	303	The list i s very val uable afte r reassign ment, as a ny failure s will be indicated.
	304
	305	Below is a screen ca pture show ing the te xt report pasted int o Notepad. It contai ns patient -sensitive informati on that mu st be prop erly handl ed.
	306
	307	Figure 15: Notepad t ext report .
	308
	309	Troublesho oting
	310	If the use r receives an error stating th ey are not authorize d to use P rovider Ro le Tool, v erify the user is as signed the OR PRT AC CESS key.
	311	Special In structions for Error Correctio n
	312	Acronyms a nd Abbrevi ations
	313	2FA
	314	Two-Factor Authentic ation
	315	CAC
	316	Clinical A pplication Coordinat or
	317	CD2
	318	Critical D ecision Po int #2
	319	CPRS
	320	Computeriz ed Patient Record Sy stem.
	321	DOD
	322	Department of Defens e
	323	GUI
	324	Graphical User Inter face
	325	ITOPS
	326	Informatio n Technolo gy Operati ons and Se rvices (fo rmerly kno wn as Serv ice Delive ry and Eng ineering [ SDE])
	327	MVI
	328	Master Vet eran Index
	329	NSR
	330	New Servic e Request
	331	PIN
	332	Personal I dentificat ion Number
	333	PIV
	334	Personal I dentificat ion Verifi cation
	335	SDE
	336	Service De livery and Engineeri ng
	337	VA
	338	Veterans A ffairs
	339	VDL
	340	VA Documen t Library
	341	VIP
	342	Veteran-fo cused Inte gration Pr ocess
	343	VistA
	344	Veterans H ealth Info rmation Sy stems and Technology Architect ure