calredie provider portal implementation & support webinar series september 2015
TRANSCRIPT
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CalREDIE Provider Portal Implementation & Support
Webinar series September 2015
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Agenda
• Roll Call• Introduction• Overview and benefits
• Provider Portal workflow + demo• Implementation process• Recruiting and training Reporters• Reporter Accounts• Disease Incident Staging Area (DISA) review
• Next steps• Testimonial from Santa Barbara• Q & A
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Provider Portal (PP)Providers directly submit CMR level data into CalREDIE1500+ providers from 40 LHJsContinued rollout in 2015
Electronic Lab Reporting (ELR) 243 ELR submitters in production22k transactions per weekThe October cohort (10) is scheduled to start 10/13/2015
Core CalREDIESurveillance & reportingReal-timeCase Report FormsInter-jurisdictional transferState/Local simultaneous access
Data Services moduleEasy accessData is ready for analysisNPJ DataCDC Messaging
Alerting module Automated Results Notification and Online DeliveryIn use by all State/Local CalREDIE Users
Overview
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CalREDIE Provider Portal Counties
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Provider Portal Workflow
Reporter submits incident via Provider Portal
LHD user receives ARNOLD alert for new incident in DISA
LHD user accesses DISA +imports incident into CalREDIE Master Person Index
Incident is in CalREDIE and can beUPDATEDEDITED &CLOSED
CalREDIE DISA
CalREDIE MPI
CalREDIE Provider
Portal
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Demo of Provider Portal
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Implementation Timeline
• Unique to each county• Start slowly! (3-5 Reporter accounts)• Bring on additional Reporters• Contact CalREDIE Help for provider recruitment• Future recruitment
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Implementation Process
• Four main stepsStep 1: Recruiting Reporters (LHD or CalREDIE Help)
Step 2: Training Reporters (LHD or CalREDIE Help)
Step 3: Reporter account set up (LHD + CalREDIE Help)
Step 4: DISA training (LHD)
• CDPH provides resources for the LHD in each of these steps
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Step 1: Recruiting Reporters
• LHD recruits:– CRH provides email template & Provider Portal Flyer
• CalREDIE Help recruits:– LHD provides list serve of providers– CRH contacts providers
• Tips: – Start with Reporters that you already have a positive
relationship with and that are good “paper reporters”.– Hospital ICPs
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Step 2: Training Reporters• Documents:• Provider Portal Quick-Start Guide• Provider Portal Training Slides
• LHD trains:• LHD distribute documents and trains providers
• CalREDIE Help trains:• CalREDIE Help distribute documents• Providers attend webinar on October 7th 9-10am
• Tips:• Can be done onsite or over the phone• Feedback from Reporters is that not a lot of training is required• Also a good time to remind Reporters of Title 17 requirements
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Step 3: Reporter Account Set-Up
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Step 3: Reporter Account Set-Up
Step 3a:Reporter submits Reporter Authorization form to LHD
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Step 3: Reporter Account Set-UpStep 3b:LHD verifies that each Reporter account is linked to a valid entry in the CalREDIE Report Source Dictionary
All Reporters are linked to at least one entry in the Report Source Dictionary
Two Scenarios1. Locations with 5 or fewer providers
• A Reporter account can be linked to 5 different Report Source dictionary entries (ie 5 individual providers).– Report Source Standard: Last Name, First Name, Credentials– Example: Smith, John, PA
2. Locations with more than 5 Providers• If a Reporter is reporting on behalf of more than 5 individual entries (ie
an ICP who reports for Kaiser).– Report Source Standard: Facility Name – Submitter– Example: Sutter Medical Center – Submitter
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Step 3: Reporter Account Set-Up
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Step 3: Reporter Account Set-Up
Step 3d:CalREDIE Help creates account and emails Reporter his/her username and password with the Quick Start Guide
Step 3c:LHD submits completed form to CalREDIE Help
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Step 4: DISA Training
• Completed by: LHD• Documentation: DISA User Guide• Training
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Next Steps
• Identify Reporters• Set-up training for Reporters
– Webinar on October 7th 9-10am
• Submit Reporter Authorization forms
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Santa Barbara County
Lessons Learned during implementation and expansion of Provider Portal
Paige Batson Disease Control & Prevention Programs
Manager
Adriana Almaguer Immunization/HIV AIDS Programs Coordinator