128. EPMO Open Source Coordination Office Redaction File Detail Report

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128.1 Files compared

#	Location	File	Last Modified
1			Thu Dec 14 18:28:09 2017 UTC
2	CUI-CPP-v2.3.2-source.zip\public	CPP_CP_User_Guide.docx	Thu Nov 16 20:05:30 2017 UTC

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				1		Veterans C hoice Prog ram Commun ity Provid er Portal
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				3		Community Provider U ser Guide
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				13		February 2 017 Depart ment of Ve terans Aff airs
				14		Office of Informatio n and Tech nology (OI &T)
				15
				16		Revision H istory
				17		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 .
				18
				19		Date
				20		Revision
				21		Descriptio n
				22		Author
				23		2/9/16
				24		0.0
				25		Initial dr aft
				26		CPP Team
				27
				28		Artifact R ationale
				29		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 CPP en d users. I t is usual ly written by a tech nical writ er, althou gh it can also be wr itten by p rogrammers , product or project managers, or other technical staff. Mos t user gui des contai n both a w ritten gui de and the associate d images. In the cas e of compu ter applic ations, it is usual to include screensho ts of the human-mach ine interf aces, and hardware m anuals oft en include clear, si mplified d iagrams. T he languag e used is matched to the inten ded audien ce, with j argon kept to a mini mum or exp lained tho roughly. T he User Gu ide is a m andatory, build-leve l document , and shou ld be upda ted to ref lect the c ontents of the most recently d eployed bu ild. The s ections do cumented h erein are required i f applicab le to your product.
				30
				31		Table of C ontents
				32		Introducti on1
				33		Purpose1
				34		Disclaimer s1
				35		Documentat ion Conven tions1
				36		System Sum mary2
				37		System Con figuration 2
				38		User Roles 2
				39		User Acces s Levels2
				40		Workflow3
				41		Getting St arted4
				42		Sign In4
				43		CPP Dashbo ard5
				44		View Refer ral Queue7
				45		Search for and Refer ral10
				46		View Refer ral, Add A ppointment s, Upload Medical Do cuments12
				47		Return Ref erral to V A17
				48		Switch to a Differen t Referral 19
				49		Provide Fe edback on Site20
				50		Add SAR (F uture Func tionality) 22
				51		Signout23
				52		Appendix A .Frequentl y Asked Qu estions24
				53		A.1. Top ic24
				54
				55		1.1. Purpo se
				56		Introducti on
				57
				58		The purpos e of this guide is t o familiar ize users with the i mportant f eatures an d navigati onal eleme nts of the Veterans Choice Pro gram (VCP) Community Provider Portal (CP P).
				59
				60		Disclaimer s
				61		Software D isclaimer
				62		This softw are was de veloped at the Depar tment of V eterans Af fairs (VA) by employ ees of the Federal G overnment in the cou rse of 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.
				63
				64		Documentat ion Discla imer
				65		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.
				66
				67		Documentat ion Conven tions
				68		This manua l uses sev eral metho ds to high light diff erent aspe cts of the material. Descripti ve text is presented in a prop ortional f ont (as re presented by this fo nt).
				69		User's res ponses to online pro mpts (e.g. , manual e ntry, clic ks, etc.) will be bo ldface typ e.
				70
				71		System Sum mary
				72		The Commun ity Provid er Portal (CPP) is a web-based system th at facilit ates inter actions be tween empl oyees in t he VHA’s C ommunity C are depart ment and C ommunity C are Provid ers outsid e the VHA. The syste m is desig ned to imp rove the d ata gather ing, docum entation c ontinuity, and workf low effort s for of t he Departm ent of Vet erans Affa irs (VA) C ommunity P rovider re ferral pro cess.
				73		The system :
				74		Creates a mechanism to enable the direct relations hip betwee n the VHA and Commun ity Care P roviders ( i.e. Provi ders outsi de the VHA ) so that VHA can de velop a ne w network of Provide rs in acco rdance wit h the tene ts set for th in the Veteran’s Choice Act (i.e. VAC AA)
				75		Implements a consist ent user e xperience for Commun ity Care P roviders i nteracting with the VHA
				76		Increases the flow o f content and releva nt care in formation between Co mmunity Ca re Provide rs and the VHA
				77		Provides i nformation via the w eb that en courages t he use of a lower-co st distrib ution chan nel and re duces the administra tive burde n of the V HA back-of fice admin istration staff
				78		Improves t he consist ency and f ormat of t he content and the i nformation transmitt ed between Community Care Prov iders and VHA
				79		Integrates with and Data Acces s Service (DAS). In the future , CPP will also inte grate with Veterans Benefits M anagement System (VB MS), VISTa , VISTa Im aging, Fee Basis Cla ims System (FBCS), C ommunity P rovider Pr ofile syst em (CPP), and Contra ct Payment and Repor ting Modul e (CPRM).
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				81		System Con figuration
				82		CPP users require a computer t hat provid es access to the VA network, a s well as, login cre dentials ( typically a VA user name, pass word and P IV card).
				83
				84		User Roles
				85		User roles are defin ed as resp onsibiliti es or priv ileges for various u sers of th e system a nd are ass ociated wi th an acti on that ca n be perfo rmed withi n the CPP system. CP P implemen ts interna l function ality by d etermining if a user has the r esponsibil ity or pri vilege to perform a certain ac tion based on that u ser’s role (s).
				86
				87		User Acces s Levels
				88		CUI provid es 2 level s of Commu nity Provi der access .. For all user role s, a user’ s privileg es define the featur es of the system tha t a user c an access— and how el ements in those area s appear—a s well as the operat ions a use r can perf orm within those are as. The fo llowing ta ble provid es more de tails.
				89
				90		Table 1. C ommunity P rovider Us er Roles a nd Privile ges
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				92		User Role
				93		Privileges
				94		Scheduler
				95		Add/Modify /delete a ppointment s
				96		Community Provider
				97		View refer rals Add appointme nts
				98		Add/modify /delete d ocuments E nter notes
				99		Submit ref errals the VHA Add/u pdate/subm it SARs
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				101		Workflow
				102		Error! Ref erence sou rce not fo und. provi des a high -level, ov erview of that illus trates how VHA Emplo yees and C ommunity C are Provid ers intera ct with Co nsultation s, Referra ls and SAR s.
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				104
				105		Figure 1: Community Care Provi der Portal Workflow Diagram
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				109		Getting St arted
				110		This secti on provide s a genera l introduc tion to CP P from sig ning in to the syste m to a des cription o f the land ing page.
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				112
				113		Sign In
				114		To sign in to CPP, c omplete th e followin g steps:
				115		For the pr oof of con cept, open your web browser to cpp.verac ityconsult ing.com
				116		The system displays the follow ing:
				117		Figure 2. VA Clinici an User In terface (C UI) Sign-i n Page
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				122		Enter Emai l
				123		Enter Pass word
				124		Click the Log in but ton. The s ystem disp lays the C PP Dashboa rd:
				125
				126		CPP Dashbo ard
				127		After sign ing in to CPP, the s ystem disp lays a das hboard or home page with the f ollowing e lements:
				128		The System Name link , which re turns the user to th e dashboar d, when cl icked from any page in the sit e.
				129		Sign in st atus messa ge in the upper left
				130		Your name as text in the upper right
				131		A Supporti ng Apps dr op-down in the upper right tha t allows y ou to acce ss a menu of applica tion to wh ich you ha ve access based on y our role ( see Error! Reference source no t found.)
				132		A Sign out button in the upper right
				133		The Referr als tab wh ich provid es access to Referra l Queues a nd filters that can be used to find spec ific refer rals that need proce ssing.
				134		Help and F eedback li nks in low er right
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				136		Figure 3 s hows a sam ple landin g page—or dashboard— for a Comm unity Prov ider.
				137		Figure 3. Community Provider D ashboard
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				142		The Suppor ting App m enu is cus tomized wi th the opt ions appro priate for each role . The Sup porting Ap ps menu op tions are shown in E rror! Refe rence sour ce not fou nd..
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				145		Table 2. S upporting Apps by Us er Role
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				147		User Role
				148		Supporting Apps
				149		Community Provider
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				151		Community Viewer ePr escribing?
				152		Direct Vir tru Pro
				153		EHR system (s)
				154		Scheduler
				155		TBD
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				157
				158		View Refer ral Queue
				159		The Referr al Queues allow you to quickly see refer rals in sp ecific sta tuses.
				160
				161		Click the Queue link for the t ype of ref erral you would like to view. The result s set will be popula ted with a ll records that matc h the crit eria speci fied in th e selected queue.
				162		Figure 4. Referral Q ueues on t he Communi ty Provide rs Dashboa rd
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				166		The Queues display r ecords bas ed on the following criteria:
				167		Scheduled: Referral Status = S cheduled
				168		Review Pen ding: Refe rral Statu s = Review Pending
				169		Request In formation: Referral Status = R equest Inf ormation
				170		Complete: Referral S tatus = Co mplete No Visits
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				172		The number in parent heses foll owing the name of ea ch queue i ndicates h ow many re cords will appear in that queu e.
				173		Note: Once ticket is complete, update to the follo wing:
				174
				175		New: Refer ral Status = Schedul ed
				176		Submitted: Referral Status = R eview Pend ing
				177		Informatio n Needed: Referral S tatus = Re quest Info rmation
				178		Complete N o Visits: Referral S tatus = Co mplete No Visits
				179
				180		The follow ing table describes the variou s referral statuses.
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				182		Table 3. R eferral St atus Descr iptions
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				185		Status
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				187		Descriptio n
				188		Scheduled
				189		Scheduled referrals have the 1 st appoint ment sched uled. Afte r you
				190		have seen the patien t, upload medical re cords on t he Documen t tab and click the Return to VA button to send th em back to the VA fo r review a nd inclusi on in the patient’s official m edical rec ord.
				191		Review Pen ding
				192		Review Pen ding refer rals have been sent to the VHA review. W hen referr als are in this stat us, no act ion is nee ded unless another a ppointment occurs an d more med ical recor ds need to be upload ed.
				193		Request In formation
				194		Request In formation referrals need addit ional Medi cal Record s. If the VHA review s a referr al and det ermines th at additio nal inform ation is n eeded, you will be n otified of that a Re quest Info rmation re ferrals ex ist and re ceive a de scription of the nec essary inf ormation v ia email. Alternativ ely, you c an check t he “Reques t Informat ion” queue to see if it contai ns any ref errals.
				195		Once the n ecessary m edical rec ords have been uploa ded, click the “Retu rn to VA” button to return the referral to the VHA .
				196		Complete
				197		Complete r eferrals h ave been r eviewed by the VHA a nd contain all of th e necessar y Medical Records af ter the fi rst appoin tment. The Medical r ecords hav e been rev iewed and uploaded i nto the pa tient’s of ficial med ical recor d in CPRM. Referrals that requ ire multip le appoint ments will remain in the Compl ete status until all appointme nt have oc curred.
				198		Complete N o Visits
				199		Complete N o Visit Re ferrals re quire no a dditional appointmen ts. The re ferral is essentiall y closed. It remains visible f or 30 extr a days in case addit ional medi cal record s need to be added.
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				201		Search for and Refer ral
				202		On the Ref erral Land ing page, enter one or more cr iteria in the Filter area at t he top of the page a nd click t he Filter button. Th e table be low will b e populate d with rec ords that match the selected c riteria.
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				205		Figure 5. Filtering Referrals
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				209		Move your cursor ove r the resu lt to high light the row of the record yo u would li ke to edit .
				210
				211		Figure 6. Selecting Record on the VHA Co ordinator Dashboard
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				215		Click to o pen the de sired reco rd. The Re ferral Det ail page w ill appear .
				216
				217		View Refer ral, Add A ppointment s, Upload Medical
				218		Documents
				219		After loca ting a ref erral, by clicking o n one of t he queues, or search ing for a specific r ecord, cli ck the des ired recor d to open it.
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				221		The page d isplays ta bs for the various p arts of th e Referral .
				222		a. Acces s the Refe rral Detai ls tab for informati on about t he Veteran and the r eferral.
				223		Access the Appointme nts tab to view, sch edule, mod ify or del ete appoin tments
				224		Access the Documents tab to vi ew and add Medical R ecords
				225		Access the Notes tab to see ac tions that have take n place in relation to the ref erral.
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				228		Figure 7. Viewing th e Referral Details T ab
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				232		Select the Appointme nts tab
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				234		Figure 8. Viewing th e Appointm ent Tab
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				238		Enter the required d ata in the Add New A ppointment box and c lick the A dd Appoint ment butto n. The new appointme nt will be added to the Appoin tment tabl e.
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				240		Figure 9. Add Appoin tment Butt on on the Appointmen t Tab
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				244		To Edit an appointme nt, select the recor d in the t able. The record wil l pre-popu late in th e form. Ma ke any nec essary cha nges and c lick the U pdate butt on. [Does button lab el toggle from Add t o Update y et?] The u pdates wil l appear i n the Appo intments t able.
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				246		Select the Documents tab to up load Medic al Records
				247
				248		Figure 10. Document Tab
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				252		Review the Referral Packet and any other Medical R ecords tha t may exis t.
				253		To upload medical re cords for the VA, se lect the B rowse butt on. The Br owse dialo g box appe ars.
				254		Select the medical r ecord file and click the Open button. Th e name of the docume nt will pr e-populate the File Name field .
				255		Click the Add Docume nt button. The medic al record will be ad ded to the Documents table.
				256		Documents that have not yet be en sent to the VA ca n be edite d if neces sary. To e dit a docu ment, sele ct the doc ument in t he table. The record will pre- populate i n the form . Make any necessary changes a nd click t he Update button. [D oes button label tog gle from A dd to Upda te yet?]
				257		Once all m edical rec ords have been uploa ded, see s ection 6. Return Ref erral to V A.
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				259		Select the Notes tab to see ac tivity rel ated to th e case.
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				261		Figure 11. Review ac tions on t he Notes t ab
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				265		Review the actions t hat have t aken place in relati on to the case, such as status changes a nd request s for info rmation. N otes: Comm unications between t he Communi ty Provide rs and the VA will r emain in D irect mess aging, so the notes field on t his page w ill not be needed an d will be removed in the next iteration.
				266
				267		Return Ref erral to V A
				268		After the patient’s appointmen t, all med ical recor ds need to be upload ed on the Documents tab. Once all medica l records have been uploaded, click the Return to VHA button . This wil l notify t he VA that the appoi ntment is complete a nd allow t hem to add the new medica l records to the pat ient’s off icial medi cal record .
				269		You may al so click t he Return to VA butt on if you wish to re turn the r eferral to the VA be cause you will not b e seeing t he patient .
				270
				271
				272		Figure 12. Return Re ferral to the VA
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				276		Figure 13. Return Re ferral to VA
				277
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				279
				280		Switch to a Differen t Referral
				281		With a ref erral open , select t he Referra l drop-dow n in the R eferral He ader from any tab in the refer ral and se lect a dif ferent ref erral. The page is r efreshed w ith detail s related to the new ly selecte d referral .
				282
				283		Figure 14. Navigate to Another Referral
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				286
				287		Provide Fe edback on Site
				288		From any p age in the applicati on, you ca n click th e Feedback link in t he footer to provide feedback to the cre ators of t he applica tion.
				289
				290
				291		Figure 15. VHA Coord inator Das hboard
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				297		On the Fee dback form , your nam e and emai l address are pre-po pulated; h owever, th ey can be edited. Se lect a Top ic from th e drop-dow n, enter y our feedba ck in the descriptio n box, and then clic k the Subm it button. Your feed back will be sent to the appli cation dev elopment t eam.
				298
				299		Figure 16. Feedback Form
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				303
				304		A “Thanks for your f eedback” m essage app ears at th e top of t he page, j ust below the header .
				305
				306		Figure 17. Thank You Message
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				309
				310		10.Add SAR (Future F unctionali ty)
				311		On the Ref erral Land ing page, highlight the desire d Referral record an d click to display t he Referra l record. The Referr al Detail page will appear wit h the Refe rral Detai ls tab sel ected.
				312		Click the Add SAR bu tton in th e Referral header. T he SAR Det ail page a ppears.
				313		Enter the required d ata and cl ick the Su bmit butto n. The new SAR will be saved a nd sent to FBCS. Eve ntually, i f a commun ity provid er will be providing the servi ce, the SA R may flow back into CPP as a new Consul tation.
				314
				315		11.Signout
				316		1. Select the Signo ut link. T he system signs you out of the system an d re-displ ays the Si gn In page , so you c an sign on again.
				317
				318		Figure 18. Sign out Link in th e Header
				319
				320
				321
				322		Appendix A . Frequent ly Asked Q uestions
				323		A.1. Topic
				324		Q. What qu estions sh all we inc lude?
				325		A. We’ll i nclude all questions that woul d provide value. As you test t he site, p lease feel free to s uggest FAQ s that cro ss your mi nd.