Introduction for Schedulers

Review the following information to learn how the AHOBPR Clinical Portal can help Schedulers.

What the Clinical Portal Can Do for You:

• Ensure Questionnaires are completed prior to in-person examinations being scheduled.
• View a Registrant's contact information and communication preferences.
• Manage and view all Administrative and Subpopulation Flags.

Quick Start Examples:

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

• Use the system's search features to locate specific Registrants, in order to determine if they have completed their Questionnaire. If the Registrant's status is Participant, they have completed their 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 opening the Registrant's Record, you can view their contact information and communication preferences on the Registrant Information page.

  View the Registrant Information Page

  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 View All Registrant Information link.

     The Registrants > Registrant Information page displays.

     

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

     The Contact Information History section displays.

     

  5. To return to the Clinically Relevant Summary page, click the Return to Previous Page link.

• To note if you have reviewed the Registrant's file, talked to the Registrant, etc., you can add 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.