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Introduction for Help Desk

Review the following information to learn how users assigned the Help Desk role can use the AHOBPR Clinical Portal.

What the Clinical Portal Can Do for You:

• Perform searches for Registrants.
• View a Registrant's demographic, encounter, deployment, and current health care information.
• View changes to the Registrant Status in the AHOBPR Clinical Portal.
• View Registrants that have selected This is not me in the Registrant Portal and are unable to complete the Questionnaire.
• Add Registry Flags to Registrant Records to track administrative actions and track Registrants as part of subpopulation groups.

Quick Start Examples:

The Quick Start examples for Clinicians using the AHOBPR Clinical Portal include the following:

• Use the system's search features to locate a specific Registrants, in order to review their completed Questionnaire.

  Search for Registrant Records

  To search for a Registrant record in the AHOBPR Clinical Portal, perform the following steps:

  1. Click the Registrant tab in the banner at the top of the page.

     The Registrants > Registrant Search page displays.

     

  2. Select from the following search criteria to filter the Registrant records returned in the search results:

     Search Criteria for Registrant Search Page.

     User Information	Description
     Last Name	The Registrant's last name. Note: -_Users can also use search for the Registrant using a partial name.
     Last Four digits of SSN	The last four digits of the Registrant's Social Security Number (SSN). Note: -_When users filter by the last four digits of the SSN, all statuses will be returned in the results.
     Date of Birth	The Registrant's date of birth.
     Registry Status	The status of the Registrant's questionnaire. Users can filter by one of the listed statuses.
     Registry Flags	Registry flags include all Administrative and Subpopulation Flags in the system. An Administrative Flag documents administrative action in a Registrant's record. A Subpopulation Flag designates Registrants into common groups. Users can select from one of the listed Registry Flags.

  3. Click the Search button.

     The system displays a list of Registrants that meet the selected search criteria.

     

     Note: -_The displayed results can be sorted by clicking on an underlined table heading.

• After locating the appropriate Registrant, you can view their demographic, encounter, current health care, and deployment information.

  View a Registrant’s Summary Page

  To view a summary of the Registrant's information from their record, perform the following steps:

  1. Search for the Registrant's record in the AHOBPR Clinical Portal.

  2. Click the Select button that corresponds to the user in the listed results.

     The Registrants > Registrant: LastName_FirstName > Summary page displays.

     

  3. To view the available information for this Registrant, choose from the following options:

     1. To view the Registrant's encounter information, select the View Encounter Information checkbox.

        The Registrant's encounter information displays.

     2. To view the Registrant's encounter information, select the View Current Health Care Information checkbox.

        The Registrant's current health care information displays.

     3. To view the Registrant's deployment history, in the Eligible Deployments section, select the View Deployment History checkbox.

        The Registrant's deployment history displays.

• After locating the appropriate Registrant, you can view their demographic and contact information.

  View the Registrant’s Demographic and Contact Information

  To view the Registrant's demographic and contact information, perform the following steps:

  1. Search for the Registrant's record in the AHOBPR Clinical Portal.

  2. Click the Select button that corresponds to the user in the listed results.

     The Registrants > Registrant: LastName_FirstName > Summary page displays.

     

  3. In the Registrant Information section, click the View All Registrant Information link.

     

     The Registrants > Registrant Information page for the Registrant displays.

  4. To view the Registrant's contact information, select the View Contact History checkbox.

     

     The Registrant's contact information displays at the bottom of the page.

• If you want to review changes to the Registrant's status, you can review a history of those changes.

  View the Registrant's Status History

  1. Search for the Registrant's record in the AHOBPR Clinical Portal.

  2. Click the Select button that corresponds to the user in the listed results.

     The Registrants > Registrant: LastName_FirstName > Summary page displays.

     

  3. Click the Status History link in the menu.

     The Registrants > Registrant: LastName, FirstName > Status History page displays.

     

• To note if you have reviewed the Registrant's file, talked to the Registrant, etc., you can add or remove an Administrative Flag to their Registrant Record.

  Add an Administrative Flag to a Registrant's Record

  To add an Administrative Flags to a Registrant's record, perform the following steps:

  1. Search for the Registrant's record in the AHOBPR Clinical Portal.

  2. Click the Select button that corresponds to the user in the listed results.

     The Registrants > Registrant > Clinically Relevant Summary page displays.

     

  3. Click the Admin Tracking link in the menu.

     The Registrants > Registrant: LastName, FirstName > Admin Tracking page displays.

     

  4. Use the Admin Flag dropdown to select the appropriate Administrative Flag to add to the Registrant's record.

  5. Click the Add button.

     The system displays a confirmation that the Administrative Flag was successfully added to the Registrant's record.

  6. Click OK.

     The page refreshes to display that the Administrative Flag was added to the Registrant's record.

• To correct a Registrant's Record, you can remove an Administrative Flag that was added in error.

  Remove an Administrative Flag from a Registrant's Record

  Note: -_Only the same user who added an Administrative Flag can remove it from the system.

  1. Search for the Registrant's record in the AHOBPR Clinical Portal.

  2. Click the Select button that corresponds to the user in the listed results.

     The Registrants > Registrant > Clinically Relevant Summary page displays.

     

  3. Click the Admin Tracking link in the menu.

     The Registrants > Registrant: LastName, FirstName > Admin Tracking page displays.

     

  4. Click the Remove button that corresponds to the Administrative Flag you want to remove.

     A popup window prompts you to confirm removal of the Administrative Flag.

  5. Click OK.

     The system displays a message that confirms that the Administrative Flag was removed successfully.

  6. Click OK.

• To more easily identify Registrants within a subpopulation, you can add a Subpopulation Flag to their Registrant Record.

  Add a Subpopulation Flag to a Registrant's Record

  To add a Registrant to a subpopulation group, you must add a Subpopulation Group Flag to their Registrant record as follows:

  1. Search for the Registrant's record in the AHOBPR Clinical Portal.

  2. Click the Select button that corresponds to the user in the listed results.

     The Registrants > Registrant > Clinically Relevant Summary page displays.

     

  3. Click the Subpopulation Flags link in the menu.

     The Registrants > Registrant: LastName, FirstName > Subpopulation Flags page displays.

     

  4. Use the Subpopulation Flag dropdown to select the appropriate Subpopulation Flag to add to the Registrant's record.

  5. Click the Add button.

     The system displays a prompt confirming that the Subpopulation Flag was successfully added to the Registrant's record.

  6. Click OK.

     The page refreshes to display that the Subpopulation Flag was added to the Registrant's record.

• To remove a Registrant from a subpopulation, you can remove a Subpopulation Flag from the Registrant's Record.

  Remove a Subpopulation Flag from a Registrant's Record

  1. Search for the Registrant's record in the AHOBPR Clinical Portal.

  2. Click the Select button that corresponds to the user in the listed results.

     The Registrants > Registrant > Clinically Relevant Summary page displays.

     

  3. Click the Subpopulation Flags link in the menu.

     The Registrants > Registrant: LastName, FirstName > Subpopulation Flags page displays.

     

  4. Click the Remove button that corresponds to the Subpopulation Flag you want to remove.

     A popup window prompts you to confirm removal of the Subpopulation Flag.

  5. Click OK.

     The system displays a message that confirms that the Subpopulation Flag was removed successfully.

  6. Click OK.