130. EPMO Open Source Coordination Office Redaction File Detail Report

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130.1 Files compared

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1			Thu Dec 14 18:28:11 2017 UTC
2	CUI-CPP-v2.3.2-source.zip\public	CPP_VHA_User_Guide.docx	Thu Nov 16 20:06:54 2017 UTC

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				1		Veterans C hoice Prog ram Commun ity Provid er Portal
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				3		VHA Commun ity Care 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		Data Flows 3
				39		User Roles 3
				40		User Acces s Levels3
				41		Workflow5
				42		Expected V olume5
				43		Getting St arted6
				44		Sign In6
				45		CPP Dashbo ard7
				46		Add Consul tation and Referrals 10
				47		Edit an Ex isting Con sultation1 3
				48		Add a New Referral t o an Exist ing Consul tation17
				49		Delete Con sultation1 9
				50		View Refer ral Queue1 9
				51		Add Referr al21
				52		Edit an Ex isting Ref erral22
				53		Switch to a Differen t Referral 31
				54		Delete Ref erral32
				55		Add SAR (F uture Func tionality) 32
				56		Provide Fe edback on Site33
				57		Sign Out35
				58		Appendix A .Frequentl y Asked Qu estions36
				59
				60		1.1. Purpo se
				61		Introducti on
				62
				63		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).
				64
				65		Disclaimer s
				66		Software D isclaimer
				67		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.
				68
				69		Documentat ion Discla imer
				70		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.
				71
				72		Documentat ion Conven tions
				73		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).
				74		User's res ponses to online pro mpts (e.g. , manual e ntry, clic ks, etc.) will be bo ldface typ e.
				75
				76		System Sum mary
				77		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.
				78		The system :
				79		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)
				80		Implements a consist ent user e xperience for Commun ity Care P roviders i nteracting with the VHA
				81		Increases the flow o f content and releva nt care in formation between Co mmunity Ca re Provide rs and the VHA
				82		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
				83		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
				84		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).
				85
				86		System Con figuration
				87		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).
				88
				89		Data Flows
				90		Once CPP i s integrat ed with ot her system s, this se ction will contain a high-leve l, diagram showing h ow CPP int egrates wi th other s ystems in the commun ity care r eferral pr ocess.
				91
				92		User Roles
				93		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).
				94
				95		User Acces s Levels
				96		CUI provid es 3 user roles asso ciated wit h specific privilege s, as well as, an Ap plication Administra tor user r ole with a dmin privi leges. For all user roles, a u ser’s priv ileges def ine the fe atures of the system that a us er can acc ess—and ho w elements in those areas appe ar—as well as the op erations a user can perform wi thin those areas. Th e followin g table pr ovides mor e details.
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				98
				99
				100		Table 1. U ser Roles and Privil eges
				101
				102		User Role
				103		Privileges
				104		Applicatio n Adminis trator
				105		Add/modify /delete VH A users Ad d/modify/d elete CP u sers Updat e user rol es (privil eges) Run administra tor report s
				106		VHA Coordi nator
				107		(For MVP) Add/update consultat ion record s (For MVP ) Add/upda te referra l records View consu ltation re cords
				108		View refer ral record s Update s tatus
				109		Add/update /cancel a ppointment s Review n ewly sched uled appoi ntments Se nd referra ls to Comm unity Prov iders Add/ view notes Uplo ad/modify/ open docu ments
				110		Review/dow nload docu ments (Med ical Recor ds for exp ort to JVL )
				111		VHA Lead
				112		All Privil eges of Co ordinator, plus the following: Assign Co ordinators to specif ic referra ls
				113		Run Lead R eports
				114		CP Schedul er
				115		Add/modify /delete a ppointment s
				116
				117
				118		User Role
				119		Privileges
				120
				121
				122		Community Provider
				123		View refer rals Add appointme nts
				124		Add/modify /delete d ocuments E nter notes
				125		Submit ref errals the VHA Add/u pdate/subm it SARs
				126
				127
				128		Workflow
				129		Figure 2 p rovides a high-level , overview of that i llustrates how VHA E mployees a nd Communi ty Care Pr oviders in teract wit h Consulta tions, Ref errals and SARs.
				130
				131
				132		Figure 2: Community Care Provi der Portal Workflow Diagram
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				138		Expected V olume
				139		The follow ing descri bes the es timated re ferral vol ume that t he new sys tem is exp ected to s upport.
				140
				141		Referrals
				142		Per Locati on:
				143		~ 75-100 n ew Communi ty Provide r referral s arrive e ach day
				144		~50 referr als are re turned wit h medical records ea ch day per location.
				145
				146		Nationwide :
				147		~14,000 ne w Communit y Provider Referrals arrive pe r day.
				148		~500,000 r eferrals a re current ly open an d awaiting medical d ocuments.
				149
				150		Yearly: 3. 6 million new referr als each y ear for al l location s
				151
				152		Consultati ons
				153		Note: The number of consultati ons may dr op as bund ling rolls out and m ultiple re ferrals be come part of a singl e Consulta tion
				154		Per Locati on: ~ 75-1 00 new Com munity Pro vider cons ultations are create d each day
				155		Nationwide : ~14,000 new Commun ity Provid er Consult ations are created p er day.
				156		Yearly: 3. 6 million new Consul tations ar e created each year for all lo cations
				157
				158
				159		Getting St arted
				160		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.
				161
				162		Sign In
				163		To sign in to CPP, c omplete th e followin g steps:
				164		For the pr oof of con cept, open your web browser to cpp.verac ityconsult ing.
				165		The system displays the follow ing:
				166		Figure 1. VA Clinici an User In terface (C UI) Sign-i n Page
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				168
				169
				170
				171		Enter Emai l Address
				172		Enter Pass word
				173		Click the Log in but ton. The s ystem disp lays the C PP Dashboa rd:
				174
				175
				176		CPP Dashbo ard
				177		After sign ing in to CPP, the s ystem disp lays a das hboard wit h the foll owing elem ents:
				178		The System Name link , which re turns the user to th e dashboar d, when cl icked from any page in the sit e.
				179		Sign in st atus messa ge in the upper left
				180		Your name as text in the upper right
				181		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.)
				182		A Sign out button in the upper right
				183		The Referr als tab th at provide s access t o Referral Queues on the left and filter s on the r ight that can be use d to find specific r eferrals t hat requir e processi ng.
				184		The Consul tations ta b that pro vides acce ss to Cons ultation f ilters tha t can be u sed to fin d specific referrals that need processin g.
				185		Help and F eedback li nks in low er right
				186
				187		Figure 2 s hows a sam ple landin g page—or dashboard— for a VHA Coordinato r.
				188
				189		Figure 2. VHA Coordi nator Dash board
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				192
				193		The Suppor ting App m enu is cus tomized wi th the opt ions appro priate for each role .
				194		The Suppor ting Apps menu optio ns are sho wn in Tabl e 2. Suppo rting Apps by User R ole.
				195		Table 2. S upporting Apps by Us er Role
				196
				197		User Role
				198		Supporting Apps
				199		VHA Coordi nator
				200		PPMS
				201
				202		RefDoc JLV (PAM) CPR S
				203		Direct Ima ging RAS ( FSC) RAS ( COTS) FBCS
				204
				205
				206		User Role
				207		Supporting Apps
				208
				209		PIT CCRS E S CRM
				210		ARS
				211		VHA Lead/T riage
				212		Same as ab ove.
				213
				214		Add Consul tation and Referrals
				215		Click the Add Consul tation but ton on the Consultat ion Landin g page.
				216
				217		Figure 5. VHA Coordi nator Dash board
				218
				219
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				221		Enter all required d ata on the Consultat ion Detail page and click the Submit but ton.
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				223		Figure 6. Consultati on Detail Page
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				229		Once the r ecord has been saved , the Refe rral secti on of the page appea rs. If you need to a dd a refer ral, conti nue to ste p 3, if no t, continu e to Step 4.
				230
				231		To create and link a Referral to this Co nsultation , enter a Referral T ype, Autho rization # and Provi der and cl ick the Ad d Referral button. R epeat this step for each Refer ral that i s associat ed with th is consult ation.
				232
				233		Click the Submit but ton. The C onsultatio n record i s saved, a ny new ref errals rec ords are c reated and the Consu ltation La nding page is re-dis played. If the new C onsultatio n matches the select ed filters , the reco rd will ap pear. If n ot, change the filte r criteria , click th e Filter b utton, and the recor d will app ear in the listing.
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				235		Figure 7. Referral T able on th e Consulta tion Detai l Page
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				241		At this po int, the R eferral ha s been cre ated; howe ver additi onal infor mation reg arding the referral can be add ed. See se ction 10. Edit an Ex isting Ref erral for instructio ns on how to enter t he remaini ng referra l informat ion.
				242
				243		Edit an Ex isting Con sultation
				244		Click the Consultati ons tab. T he Consult ations lan ding page will appea r. All rec ords that match the following criteria w ill displa y:
				245		Referral S tatus = Pe nding, Act ive, Sched uled, Revi ew Pending , Request Informatio n, and Com plete will be displa yed. (Reco rds with a Referral Status of “Complete No Visits” will not be display ed by defa ult; howev er they ca n be acces sed by usi ng the Sta tus filter )
				246		Coordinato r = All
				247		Period of Validity E nd Date >= Today’s D ate
				248
				249		Figure 8. Accessing the Consul tation Lan ding Page
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				252
				253		From the C onsultatio n Landing page, ente r one or m ore criter ia in the Filter are a at the t op of the Consultati ons Landin g page and click the Filter bu tton. The table belo w will be populated with recor ds that ma tch the se lected cri teria.
				254
				255		Figure 9. Filtering on the Con sultation Landing Pa ge
				256
				257
				258
				259		Moving you r cursor o ver the re sults allo ws you to highlight individual rows. Not e: Filters can be cl eared by c licking th e Reset Fi lter butto n.
				260		Click to s elect the desired re cord. The Consultati on Detail page will appear.
				261
				262		Figure 10. VHA Consu ltation De tail Page
				263
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				265
				266		Modify the necessary data and click the Submit but ton
				267
				268		Note: If y ou wish to view one of the ref errals lis t in the R eferral ta ble, simpl y click th e link and the refer ral detail s page wil l appear.
				269
				270		Figure 11. Submit Co nsultation
				271
				272
				273
				274		For detail s on how t o add a ne w referral , see sect ion 6.Add a New Refe rral to an Existing Consultati on, follow ed by sect ion 10.Edi t Existing Referral.
				275		Note: Cons ultations cannot be deleted; h owever, th e status o f a Consul tation can be set to “Closed”. [Need to add Consul tation Sta tus functi onality. U nnecessary consultat ions can b e closed m anually wi th a statu s change o n the deta il page. Q uestion: F or most, w ill they b e closed w hen all re ferrals ha ve a refer ral status of “Compl ete No Vis its” or wi ll they be manually closed?]
				276
				277
				278		Add a New Referral t o an Exist ing Consul tation
				279		First, ope n the exis ting consu ltation by following the steps in sectio n 5. Edit an Existin g Consulta tion.
				280		Once the c onsultatio n is open, scroll do wn to the Add New Re ferral box , enter a Referral T ype, Autho rization # and Provi der and cl ick the Ad d Referral button. T he new Ref erral appe ars in the Referral table.
				281
				282		Repeat thi s step for each new Referral t o be assoc iated with this cons ultation.
				283
				284		At this po int you’ll have crea ted the re ferrals an d can move on to the next step , entering referral data (See section 10 . Edit Exi sting Refe rral for d etails on how to ent er the rem aining ref erral data , includin g attachin g the Refe rral Packe t.
				285
				286		Figure 12. Referral Table on t he Consult ation Deta il Page
				287
				288
				289
				290		Click the Submit but ton. The C onsultatio n is saved and the n ew referra l(s) are c reated wit h a status of “Pendi ng”.
				291
				292		See sectio n 10.Edit Existing R eferral fo r instruct ions on ho w to enter the remai ning Refer ral inform ation.
				293
				294
				295		Delete Con sultation
				296		Consultati ons cannot be delete d; however , the stat us of a Co nsultation can be se t to “Clos ed”. Unnec essary con sultations can be cl osed manua lly with a status ch ange on th e detail p age. See s ection 5. Edit an Ex isting Con sultations for instr uctions on how to ed it consult ation stat us.
				297
				298		View Refer ral Queue
				299		Click one of the Que ue links o n the Refe rral Landi ng page (i .e., Pendi ng, Active , etc.). T he results set will be populat ed with al l records that match the crite ria for th e selected queue.
				300
				301		Figure 13. Referral Queues on the VHA Co ordinator Dashboard
				302
				303
				304
				305		The Queues display r ecords bas ed on the following criteria:
				306		STAT: Requ est Priori ty = Urgen t and Refe rral statu s <> Close d No Visit s.
				307		Pending: R eferral St atus = Pen ding
				308		Active: Re ferral Sta tus = Acti ve
				309		Scheduled: Referral Status = S cheduled
				310		Review Pen ding: Refe rral Statu s = Review Pending
				311		Request In formation: Referral Status = R equest Inf ormation
				312		New Appoin tments: Ap pointment created by CP and ap pointment reviewed=N o
				313		Medical Re cord Lette rs: ML_Rem inder_3 = Sent. When Referral Status is updated to Review Pe nding, all three ML_ Reminders are reset to their d efault val ue (No/Nul l).
				314		Expired: P eriod of V alidity ha s passed a nd the sta tus does n ot equal “ Complete N o Visits”
				315
				316		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.
				317
				318
				319		Add Referr al
				320		See the fo llowing se ctions to add a refe rral:
				321
				322		Section 4. Add Consu ltation an d Referral s
				323		Describes how to add referrals when a co nsultation is first created.
				324
				325		Section 5. Add New R eferral to an Existi ng Consult ation
				326		Describes how to add referrals after a c onsultatio n has been created
				327
				328		Section 10 . Edit an Existing R eferral
				329		Describes how to add referral details an d upload t he Referra l Packet a fter a ref erral has been creat ed using o ne of the processes mentioned in Section 4 and Sec tion 6.
				330
				331		Edit an Ex isting Ref erral
				332		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.
				333
				334		Figure 14. Filter Re ferrals on the VHA C oordinator Dashboard
				335
				336
				337
				338		Move your cursor ove r the resu lt to high light the row of the record yo u would li ke to edit .
				339
				340		Figure 15. Select Re cords on t he VHA Coo rdinator D ashboard
				341
				342
				343
				344		Click to o pen the de sired reco rd. The Re ferral Det ail page w ill appear . The page displays tabs for t he various parts of the Referr al.
				345
				346		On the Ref erral Deta ils tab
				347		Modify the necessary data and click the Save butto n. The rec ord will b e saved.
				348		You’ll not ice the Co ordinator field on t his page. The Coordi nator fiel d allows r eferrals t o be assig ned to spe cific Comm unity Care Coordinat ors for ma nagement.
				349
				350		Figure 16. Referral Details Ta b
				351
				352
				353
				354		Select the Appointme nts tab to create, m odify or d elete appo intments.
				355
				356		Figure 17. Appointme nts Tab
				357
				358
				359
				360		To add an appointmen t, enter t he require d data in the Add Ne w Appointm ent box an d click th e Add Appo intment bu tton. The new appoin tment will be added to the App ointment t able.
				361
				362		Figure 18. Adding Ap pointment
				363
				364
				365
				366		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?]
				367
				368		Select the Documents tab. This page allo ws you to add the Re ferral Pac ket and an y addition al Medical Records t hat are re ceived.
				369
				370		Figure 19. Documents Tab
				371
				372
				373
				374		Select the Browse bu tton. The Browse dia log box ap pears.
				375		Select the desired f ile (i.e., a Medical Packet) a nd click t he Open bu tton. The name of th e document will pre- populate t he File Na me field.
				376		Select the appropria te Documen t Type fro m the drop -down and click the Add Docume nt
				377		button. Th e new docu ment will be added t o the Docu ments tabl e. Repeat steps A-C to add any additiona l Medical Records.
				378		To edit a document, select the record in the table . The reco rd will pr e-populate in the fo rm. Make a ny necessa ry changes and click the Updat e button. [Does the button lab el toggle from Add t o Update y et?]
				379
				380		Select the Status ta b
				381
				382		Figure 20. Status Ta b
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				384
				385
				386		Select the appropria te status, enter a n ote, if de sired, and click the Submit bu tton. The status of the Referr al is upda ted. If th e status i s updated to Schedul ed or Requ est Inform ation, an email is s ent to the Community Provider’ s email ad dress. The Referral Details ta b is re-di splayed. I n addition , the stat us change appears as a record on the Not es tab.
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				389
				390		Status
				391
				392		Descriptio n
				393		Pending
				394		Pending re ferrals ha ve not yet been assi gned to a Coordinato r
				395		Active
				396		Active ref errals are currently being edi ted by a C oordinator . While a referral i s in the A ctive stat us, the Co ordinator is adding referral d etails, up loading Me dical Reco rds, such as the Ref erral Pack et, and en tering det ails relat ed to the 1st appoin tment.
				397		Scheduled
				398		Scheduled referrals have the 1 st appoint ment sched uled. When the
				399		Coordinato r sets the status of a referra l to Sched uled, an e mail is se nt to the Community Provider n otifying t hem of the referral.
				400		Review Pen ding
				401		Review Pen ding refer rals have Medical Re cords that need VHA review. Wh en the Com munity Pro vider has seen the p atient and entered a ll necessa ry medical records, they send the referr al back to the VHA. As they do this, the status be comes “Rev iew Pendin g” and the referral appears in the “Revi ew Pending ” queue.
				402		Request In formation
				403		Request In formation referrals need addit ional medi cal record s or infor mation. Wh en a Coord inator rev iews a ref erral that has been returned b y a Commun ity Provid er and fee ls more in formation is needed, they’ll s et the sta tus to “Re quest Info rmation” a nd provide a descrip tion of th e addition al informa tion that is needed. The syste m will sen d the Comm unity Prov ider an em ail contai ning the d escription . Once th e Communit y Provider uploads t he necessa ry medical records, they’ll re turn the r eferral to the VHA a nd it will again app ear in the “Review P ending” qu eue.
				404		Complete
				405		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.
				406		Complete N o Visits
				407		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.
				408
				409		Select the Notes tab to review referral activity.
				410
				411		Figure 21. Notes Tab
				412
				413
				414
				415		Review the records o n the note s page to understand what has transpired in relati on to the referral. This page allows you to see wh en status changes oc curred and when addi tional inf ormation w as request ed.
				416		If necessa ry, enter a note in the Add No te box and click the Submit bu tton. The note is ad ded to the top of th e Notes ta ble. (Note : Notes ca nnot be ed ited once submitted. This page may shift to more o f a read-o nly audit trail. In this case, secure co mmunicatio n would oc cur via Di rect Messa ging)
				417
				418		11.Switch to a Diffe rent Refer ral
				419		1. From a ny tab in the referr al, you ca n easily s witch to a nother ref erral for the select ed Veteran using the Referral drop-down that appea rs in the Referral H eader. Onc e you sele ct a diffe rent refer ral, the p age refres hes with d etails rel ated to th e newly se lected ref erral.
				420		Figure 22. Referral Drop-down
				421
				422
				423
				424		12.Delete Referral
				425		1.Referral s cannot b e deleted. Instead, the status of a refe rral that is complet e or is no longer ne eded can b e set to “ Closed No Visits”. W hen referr als are se t to Close d No Visit s, Communi ty Provide rs have 30 extra day s to add a ny remaini ng medical records. See 10.7 E dit Referr al - Selec t the Stat us tab for instructi ons on how to change the statu s of a ref erral.
				426
				427		13.Add SAR (Future F unctionali ty)
				428		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.
				429		Click the Add SAR bu tton in th e Referral header. T he SAR Det ail page a ppears.
				430		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.
				431
				432		14.Provide Feedback on Site
				433		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.
				434
				435
				436		Figure 23. Feedback Link in th e Footer
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				439
				440		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.
				441
				442		Figure 24. Feedback Form
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				446
				447		A “Thanks for your f eedback” m essage app ears at th e top of t he page, j ust below the header .
				448		Figure 25. Feedback Thank You Message
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				451
				452		15.Sign Ou t
				453		1. Select the Sign out link i n the head er to sign out of th e applicat ion. The s ystem sign s you out of the sys tem and re -displays the Sign I n page, so you can s ign on aga in.
				454
				455		Figure 26. Sign Out Link in th e Header
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				458
				459		Appendix A . Frequent ly Asked Q uestions
				460
				461		Q. What qu estions sh all we inc lude?
				462		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.