RMS Connect (LYRA) User Manual

RMS Connect (LYRA) User Manual
LYRA User Manual
For Local Lyra Users
Table of Contents
1. Overview ................................................................................................................................................ 2
2. Lyra Local user registration/activation process ............................................................................ 2
2.1 Process overview............................................................................................................................................2
2.2 New User registration ...................................................................................................................................3
2.3 New user account activation .......................................................................................................................4
3. User login ............................................................................................................................................... 5
3.1 User login and log out ..................................................................................................................................5
3.2 User account locked/unlocked ...................................................................................................................6
3.3 Forgot password .............................................................................................................................................6
4. user profile .............................................................................................................................................. 7
4.1
Update user profile ...............................................................................................................................7
4.2
Lyra module/practice preference customization ....................................................................7
5. Mckesson BPSConnect login integration .................................................................................... 8
5.1 How to add a Bpsconnect account login to an existing Lyra-only account ..........................8
5.2 Two ways to login to lyra after BPSConnect account linking ................................................. 11
5.3 Forgot BPSCONNECT account password ........................................................................................ 12
6. Lyra Support ....................................................................................................................................... 13
6.1 User manual .................................................................................................................................................. 13
6.2 Report an issue ............................................................................................................................................. 13
Updated: February 2015
1
1. OVERVIEW
LYRA is the hub for real-time communication with the Revenue Management Solutions billing
platform account.
Currently implemented modules include Patient Inquiry, RAI Notes and Payment Ledger. Manuals for
individual module are posted separately in Help menu.
 Patient Inquiry is a real-time web view of patient account information, including history for
billed claims.
 RAI Notes is an interface for viewing current Requests for Additional Information for a
practice, and allows for communication between billing staff and practice staff by entering
notes to answer the requests in the request detail view.
 Lyra Ledger is an interface for tracking time of service patient payments that allows for
billing staff to track and post transactions entered by practice staff.
LYRA is available at https://rmsconnect.mckesson.com . For users who have integrated BPSConnect
account, Lyra can also be accessed via BPSConnect at https://bpsconnect.mckesson.com. Please
reference section 5 for details.
2. LYRA LOCAL USER REGISTRATION /ACTIVATION PROCESS
2.1 PROCESS OVERVIEW
New user registration on LYRA web application is a manager invitation/ user self-registration
process. Please see the workflow as figure 1.
LYRA user roles:
 Administrator: IT Administrator
 Manager: User with manager role for a group of users on LYRA web application
 User: internal and external users
LYRA Manager Invitation / User Registration Process
Regular User
Manager
Manager sends out
invitation.
Invite
User
registers
account
User
activates
account
User Manual
Section 3
Manager grants
authorizations.
User account
is alive
Manager gets email
notification that user’s
account is alive.
Figure 1
Updated: February 2015
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2.2 NEW USER REGISTRATION
New user will get manager invitation through email. (Figure 2) New user must complete the user
account registration process, following the emailed instructions. (Figure 3)
Note: Email address field: this address will be used for account activation and the password
reset process. Please register with an email address that’s accessible from your work.
Figure 2
Figure 3
Updated: February 2015
3
After registration, registration complete page will be displayed explaining what’s next (Figure 4).
Figure 4
2.3 NEW USER ACCOUNT ACTIVATION
After successful registration, an email message containing activation instructions for the user
account will be sent to the email address provided. See figure 5 for the sample of activation email.
Please follow the instructions in the message to activate your user account.
Figure 5
Once your user account is activated (figure 6), your practice representative or manager will be
automatically notified.
Figure 6
Updated: February 2015
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After the manager assigns user authorization, user will be notified by email. (Figure 7) User is now
able to log in LYRA and access client accounts.
Figure 7
3. USER LOGIN
3.1 USER LOGIN AND LOG OUT
User enters Lyra account user name and password and click on “Log On” button at the left side of
screen. (Figure 8)
Figure 8
Depending on user’s access authorization, “Patient Inquiry” and “RAI Notes” modules will be
displayed at the top bar. All clients available to the user are displayed at the home page. (Figure 9)
Updated: February 2015
5
Figure 9
To logout LYRA, please click on “Log Out” on the right side of the top bar (Figure 9)
3.2 USER ACCOUNT LOCKED/UNLOCKED
After five failed log on attempts to Lyra web site within a ten minute window, the user account will
be temporarily locked. The temporary lock will expire after five minutes, and can also be manually
removed by a manager.
3.3 FORGOT PASSWORD
If user forgot their local Lyra account password, a password reset process can be initiated by clicking
on the “forgot your password” link at the login page (https://rmsconnect.mckesson.com), and
providing the user id and email address that user registered with. An email containing further
instructions will be sent to the address provided.
 If email address you provided matches with the account id given, please follow the instructions
in the email to pass the security question and choose a new password. (Figure 10)
 If email address you provided is not associated with the account id given, the reset process may
not continue. Please verify the information and try again.
Note: The email link is only active for a limited period of time.
Figure 10
Updated: February 2015
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4. USER PROFILE
4.1 UPDATE USER PROFILE
To view or update user’s profile, please click on the dropdown arrow next to user name
at the right top menu bar, and click on profile. (Figure 11) The user’s profile information
will be displayed. User is able to update name, phone number. (Figure 11) Managers
associated with users are also able to update their managed user profiles.
4.2 LYRA MODULE/PRACTICE PREFERENCE CUSTOMIZATION
User may be directed immediately to a preferred module or practice after login. To set it
up: (Figure 11, 12)
 Step 1: Click on user name in the page header and then click on “Profile” in the drop
down menu.
 Step 2: Click on “Customize Default Area/Practice” button.
 Step 3: Set up default area or practice. Click on the “Apply “button to save the
change.
Step 1
Step 2
Figure 11
Step 3
Figure 12
Updated: February 2015
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5. MCKESSON BPSCONNECT LOGIN INTEGRATION
Lyra was integrated to Mckesson BPSConnect in version 2.0 (release date 10/10/2014).
BPSConnect is the McKesson Business Performance Services centralized web login portal. It
allows you to sign in once and then switch between BPSConnect applications without
having to remember multiple user names, passwords, or opening and closing multiple
programs.
5.1 HOW TO ADD A BPSCONNECT ACCOUNT LOGIN TO AN EXISTING
LYRA-ONLY ACCOUNT
1. Login to Lyra as you do earlier.
2. Click “Create BPSConnect Account” button as shown on the home page (Figure 13:
Create BPSConnect Account). You will be directed to “Add BPSConnect Login” page.
3. Click on “Add BPSConnect Login” button (Figure 14: User adds a BPSConnect account
login).
4. The user will receive two emails, one from Lyra (Figure 15: Lyra email notification) and
a registration email from BPSConnect (Figure 16: BPSConnect registration email).
5. The user should follow the link in the BPSConnect registration email to activate their
BPSConnect account. (Figure 17: BPSConnect account registration.)
6. The user will receive a confirmation email after completing their BPSConnect account
activation.
7. Login with your email address
8. You will be directed to “Lyra Account Confirmation” page for the first time login (Figure
18). Please verify and confirm the information.
Figure 13: Create BPSConnect Account
Updated: February 2015
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Figure14: User adds a BPSConnect account login
Figure 15: Lyra email notification
Figure 16: BPSConnect registration email
Updated: February 2015
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Figure 17: BPSConnect account registration
Figure 18: “Lyra Account Confirmation” page when first time login to Lyra
Updated: February 2015
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5.2 TWO WAYS TO LOGIN TO LYRA AFTER BPSCONNECT ACCOUNT
LINKING
After your Lyra local account being linked to BPSConnect account, there are two ways
to access Lyra:
 Local Lyra login (https://rmsconnect.mckesson.com)
 Continue to use your existing local Lyra user ID and enter your account credentials
in the ‘User name’ and ‘Password’ fields of the Lyra logon page
(https://rmsconnect.mckesson.com) to log in. (Figure 19: Lyra logon page)
 Click on “Log in with BPSConnect” button at the Lyra logon page (figure 19). Please
use your BPSConnect account credentials.
 Mckesson BPSConnect login
Login from BPSConnect logon page (https://bpsconnect.mckesson.com) (figure 20). If
the only BPSConnect-enabled application the user has access to is Lyra, the browser
session will be directed to the Lyra home page automatically after logging in.
 For client users, please log in with your email address as User Id.
 For McKesson internal users, please log in with your Windows EID as User Id and
your Windows password.
Figure 19: Lyra logon page (https://rmsconnect.mckesson.com)
Figure 20: BPSConnect logon page (https://bpsconnect.mckesson.com)
Updated: February 2015
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5.3 FORGOT BPSCONNECT ACCOUNT PASSWORD
If a user forgot BPSConnect password (https://bpsconnect.mckesson.com), a password reset
process can be initiated by clicking on the “I have forgotten my password” link at the
BPSConnect login page (figure 20). An email containing further instructions will be sent to
the address provided (figure 21, figure 22).
Note: The email link is only active for a limited period of time.
Figure 21: Retrieve password process in BPSConnect
Figure 22: Password reset email from BPSConnect
Updated: February 2015
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6. LYRA SUPPORT
6.1 USER MANUAL
A help menu is always available on the top navigation bar. The help menu contains links to
the general user manual, as well as manuals for the Lyra application modules. Currently
implemented Lyra modules include Patient Inquiry, RAI Notes and Payment Ledger. The
manuals are PDF documents, and will open in a new browser tab or window.
6.2 REPORT AN ISSUE
To report an issue with the Lyra application:

If you are a McKesson client, please contact your McKesson client manager with a
description of the problem.

If you are a McKesson employee, please use the Unicenter Service Desk at
http://itsupport.per-se.com to enter a support request.



Click the Request Area to expand your options
From the Request Area, expand “Billing Applications”, and then expand “Billing
Applications.Other”. Select “Billing Applications.Other.RMS Connect” and then your
platform.
Your request will be then be assigned to an individual to resolve the issue.
Updated: February 2015
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