Blue Distinction Centers e-RFI Application

Blue Distinction Centers e-RFI Application

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

Administering Users

Version 3.0

05/08/2009

Associated to Role(s): BDC_HOSPITAL_ADMIN

The Facility Administrator has the ability to create other facility User logins to allow access to the e-RFI application. The Facility Administrator will also assign tasks or roles to each User to restrict access. When adding a facility User, the facility or company e-mail address should be used as a Username (without hypens is recommended). Enter all known information about the

User: first Name, last Name, e-mail, phone number, and fax number. Once a facility User has been added, an e-mail will be sent with a hyper-link to initiate the login and instructions on how to change the password (only if the facility has been nominated and the Plan nominator has

sent the e-RFI invite notifications). The Facility Administrator also has the ability to make a User inactive (to disable the User login). The Administrator will also have the ability to re-assign User tasks.

Roles/Permissions

The Blue Distinction Centers e-RFI supports the following roles and permissions for facility

Users:

Role Allows facility User permission to

BDC_HOSPITAL_ADMIN Facility Administrator; Facility Admin

• Create/modify facility User log-ins and User task assignments and roles

• Access surveys, responds to survey questions, signs

Attestation statement, and submits the completed BDC survey

• Respond to Clinical Reviewer’s request for additional information.

BDC_HOSPITAL_USER

• Access surveys and responds to questions in the BDC survey

• Respond to Clinical Reviewer’s request for additional information.

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

7

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

Search for Users

Search for Facility Users by Facility

1. Click in the left-hand column.

Version 3.0

05/08/2009

2. A list of Users will appear.

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

8

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

Search for Facility Users by User

1. Click in the left-hand column.

Version 3.0

05/08/2009

2. Enter any applicable information as the search criteria. Click the

Search

button. A minimum of one criterion must be provided

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

9

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

3. A list of Users will appear.

Add Facility User(s)

1. Click in the left-hand column.

Version 3.0

05/08/2009

2. Click .

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

10

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

Version 3.0

05/08/2009

3. Enter the new User’s information such as User ID (User’s facility ID or company email address, without hypens, is recommended), first name, last name, e-mail, phone number (optional), and fax number (optional). Assign a facility to the User by clicking the checkbox next to the facility name. Assign the BDC program(s) and the role.

The Facility Administrator may only assign programs that the Facility Administrator is already assigned. Be sure to assign roles for each program if more than one is applicable. When finished click

Update User

.

4. An e-mail notification will NOT be sent to the new Facility User until the Plan

Administrator has sent a nomination invitation.

Edit or Activate/De-Activate User(s)

Users cannot be removed from the e-RFI application but can be made inactive. No new e-RFI application workflow tasks may be assigned directly to or completed by an inactive

User.

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

11

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

Version 3.0

05/08/2009

1. Find the appropriate User as you did in the section:

Search for Facility Users by

Facility

or section Search for Facility Users by User

.

2. Click on the

User Id

from the list.

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

12

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

Version 3.0

05/08/2009

3. From the User Account Details screen, change any of the desired data fields (User

ID cannot be changed). Click the

De-Activate User

checkbox to de-activate the

User. A de-activated user may only be found by

Search for Facility Users by Facility

.

A de-activated user may not be found by

Search for Facility Users by User . If the

De-Activate User

checkbox is already checked, uncheck to make active. Then click

Update User

.

4. A confirmation will appear.

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

13

Blue Distinction Centers

® e-RFI Application: Facility Administrator and User Guide

Re-Assign Tasks

Version 3.0

05/08/2009

Unlike the bariatric and cardiac RFI application, this version has eliminated the need altogether to re-assign survey related tasks. Release 3.0 (BDC e-RFI application) has introduced the ability for multiple people to receive and view the survey. Similar to most software applications, such as MS Word, only one person can make updates at a time. Users who are not in edit-mode with the survey will receive a message indicating that they have read-only access to the survey.

To send the survey to another user once the survey is initially sent to the facility will require the facility administrator to add the new user and contact their local Blue Cross and/or Blue Shield plan in order to re-send the survey.

©BCBSA, 2009 Confidential

This material is a trade secret. Please refer to the confidentiality reminder in the front of the

BCBSA Facility User Manual.

14

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