portal log-in instructions training for... · •password = testing123!!! once successfully logged...

Portal Log-In Instructions

Visit: http://52.14.168.91

Credentials:

• Username = the email used when registering for this training

• Password = Testing123!!!

Once successfully logged in, please remain on the landing page until further instruction.

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Presenter, TitleDate

2Proprietary and Confidential 2

CTC-RI User Training for Onpoint’sPerformance Reporting Portal

Care Transformation Collaborative of Rhode IslandNovember 7, 2017

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HealthFacts RI & CTC Reporting Overview

Alyssa Harrington, MPHConsultant, Freedman Healthcare

• Most comprehensive collection of claims data in the State

– Provides actionable comparison data to inform policy, public health efforts, and healthcare system transformation

– Only source of cross-setting and -payer longitudinal claims data

– Supports key State initiatives: Long-term Care Rebalancing, the Care Transformation Collaborative of RI, the Governor’s Office, and the Antibiotic Task Force

• Represents over 80% of the State’s population

– De-identified medical and pharmacy claims, enrollment, and provider information across commercial, Medicare, and Medicaid payers and spanning 2011 through 2017 Q2

About HealthFacts RI

HealthFacts RI Data Collection

Commercial Payers Public Payers

BlueCross BlueShield of Rhode Island Medicaid FFS

UnitedHealthcare Medicare FFS (Parts A, B, D)

Neighborhood Health Plan of Rhode Island

Tufts Health Plan

Harvard Pilgrim

CVS Health

BlueCross BlueShield of Massachusetts (in progress)

All Years Combined

1,108,307

775,389

800,289

832,327

940,417

958,147

809,125

• Onpoint provides special reporting to the CTC and its practices

• Practice reports: Measure utilization and quality metrics at the cohort and practice level; updated three times per year

– CTC-specific attribution method, exclusion criteria, provider roster, and comparison group

Performance Portal Opportunities

July 2017

Static Reports Delivered

Dec. 2017

PRP Reports Delivered

PRP Reports Delivered 3x

Annually

• Practices can view utilization, cost, and quality metric results compared to cohort, CTC, and state benchmarks

– Filter by product type

– Trend data will be available in mid-December 2017

• Medical group users can view and compare results for all practices within their group compared to cohort, CTC, and state benchmarks

• Each practice has assigned administrative users and basic users

– Administrators can credential users within their medical group/practice

– Basic users can view and filter results

Performance Portal Opportunities (cont.)

• Patient-level detail is not available to any user setting

– RI APCD does not collect direct patient identifiers

– Access to indirect patient data requires application process

• The portal should not be treated as a Business Intelligence tool

• All CTC reporting has a set scope and budget

– User requests and feedback will be considered carefully

• IBH and PCMH Kids Cohorts will not be available in the portal’s initial release

– Future release consideration

Performance Portal Limitations

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Onpoint Performance Reporting Portal Overview

Chad MacLeodProduct Manager

• Independent, nonprofit based in Portland, Maine

• Offers comprehensive suite of data services and analytic solutions

• Implemented Rhode Island All-Payer Claims Database (2012)

– 17 health plan submitters (commercial, Medicaid FFS, Medicaid managed care, Medicare FFS, and Medicare Advantage)

– Eligibility, medical claims, pharmacy claims, and provider files

– Available data: 2011 through 2017 Q2

• Key reporting for CTC-RI

– Adjudication reporting

– Performance measurement reporting

Onpoint & the RI APCD

CTC-RI Performance Reporting Portal

DASHBOARD

• Widget-based design

• Convenient, customizable analyses

• Consumable data views

MEASUREMENT

• Dynamic, hierarchical summary-level measurement displays

• Filtering, sorting, and exporting functions

PROVIDER DIRECTORY

• Centralized repository of provider attributes

• Suite of tools to update, validate, and attest the accuracy of attributes

REPORTING

• Preconfigured and user-customizable reports

• Actionable tabular and graphical visualizations

USER MANAGEMENT

• Administrative controls enabling management of organization and credentialed user settings

HELP & SUPPORT

• Application- and client-specific supporting documentation

• Help and support request forms

• This is Onpoint’s designated DEMO environment; it is not the CTC-RI production environment

– There are additional features and functionality included in this demo environment than what will be included in the CTC-RIenvironment (e.g., “Reconsiderations,” patient-detail results)

• All data included the portal is DUMMY data; all organization, provider, and patient information is not real

• User accounts will be REMOVED from the demo environment directly following the conclusion of this training

– Actual portal credentials will be provisioned in December, when the CTC-RI production environment is planned to be launched

PRP Demonstration Considerations

Portal Log-In Instructions

Visit: http://52.14.168.91

Credentials:

• Username = the email used when registering for this training

• Password = Testing123!!!

Once successfully logged in to the portal, please remain on the landing page until further instruction.

Title XxSubtitle Xx

Dashboard

Adding Widgets to an Existing Dashboard

1. Click on the Dashboard Settings control located in the upper right-hand corner of the component’s banner.

16© Onpoint Health Data · Proprietary information · Not for unauthorized redistribution

2. Select the Add Widget option from the control’s drop-down menu.

3. Identify the preconfigured or customizable widget type to add to the existing dashboard display.

4. After selecting a customizable Measurement Bundle widget, click on the Customize Widget button to begin tailoring its content.

5. Give the widget a title and select measures to display; click the Donebutton to confirm and implement all changes.

Creating a New Dashboard

1. From the Dashboard Settings control, select the Create Dashboard option from the drop-down menu.

2. Select the Customize Dashboard button to begin building a new dashboard display with preconfigured and/or customizable widgets.

3. Identify the preconfigured (left) or customizable (right) widget type to be added to the dashboard display.

Managing Dashboards

1. Toggle among the various dashboard displays available for use and select one from the drop-down menu to view it.

2. Administer all dashboard displays (e.g., remove customized dashboard configurations from toggle options).

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Measurement

1. Filter summary-level measurement screens using the filter icon ( ) located in the upper right-hand corner of the component’s banner.

Filtering Measurement Screens

2. Expand or narrow the underlying data set by (a) reporting period, (b) measure name/code, and/or (c) product type.

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Provider Directory

1. From an organization’s display of providers, select an individual provider and click on the Edit button located in the component’s banner.

Editing Existing Providers

2. Review the contents in the editable page detailing the selected provider’s attributes.

3. Click in any field to begin making modifications to the provider’s record. Click on the Submit Changes button located at the bottom of the page to confirm and implement all changes.

4. Review all alterations made to the selected provider’s master record upon submitting all necessary changes.

1. From an organization’s display of providers, click on the Add Provider item from the Options drop-down menu located in the component’s banner.

Adding New Providers

2. Enter the new provider’s 10-digit NPI into the NPI-lookup database and click Lookup Provider.

2a. If the entered NPI corresponds to a provider existing in the client’s provider directory, the portal will populate the “Matching Provider” fields.

2b. If the entered NPI does notcorrespond to a provider existing in the client’s provider directory, click on the Add Provider button to enter their information into the directory.

3. Create the new provider’s record by entering all required attributes for the provider.

4. Add the new provider to the client’s provider directory by selecting the

button located in the lower left-hand corner of the form.

• Affiliated Organizational Attribution (left) – The potentially one-to-many relationships that an individual provider may have with practice organizations during a single reporting period.

• Reported Organizational Attribution (right) – The one-to-one relationship between a provider and one of their affiliated organizations during a single reporting period, selected using tie-breaker logic for use during reporting.

Managing a Provider’s Organizations

1. Select the Add Affiliated Organization item from the Options drop-down menu in the component’s banner.

2. Complete the form to affiliate a provider with an organization. Click the Add Affiliation button located at the bottom of the form to confirm and implement all changes.

Request Adding a New Organization

1. Enter the Help & Support component to access a form that can be used to create a support request with the client administrator. Click the Contact Us button located at the bottom of the form to submit a request.

Printing a Provider Directory

1. From an organization’s display of providers, use the Export to CSV item located in the Options drop-down menu in the component’s banner.

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Reporting

David Jorgenson, MSLead Health Data Analyst

1. Use the Export button located in the component’s banner to produce a PDF file or a CSV file of the wanted information.

Tips & Hints

2. Use the Save button located in the component’s banner to save changes of customized analyses for future viewing.

3. Use the Reverse Axes button located in the component’s banner to reformat a table’s horizontal and vertical axes.

4. Use the Graphical Visualization button located in the component’s banner to transform a table into a graphic.

5. Use the Filter button located in the component’s banner to expand or narrow the underlying data set as wanted.

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User Management

Chad MacLeodProduct Manager

1. From the Portal User component, select an individual credentialed user.

Editing Existing Users

2. Review the contents in the editable page detailing the selected user’s information. Make any necessary changes and click the Update User button located at the bottom of the form to confirm and implement all changes.

3. To assign the existing user an additional role with an organization affiliated with the admin user, select the Add Role button located in the upper right-hand corner of the form.

4. Assign the existing user to an organization (affiliated with the administrative user) and designate a portal-specific role for the existing user at their newly associated organization. Click on the Add Role button to confirm and implement all changes.

PRP Practice Location #1

1. Click on the New User button located in the component’s banner.

Creating New Users

2. Add the new user’s attributes, including their email (username), a temporary password, and a role with an organization affiliated with the administrative user.

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Help & Support

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