CalREDIE Provider Portal Implementation & Support Webinar series September 2015

Agenda Roll Call Introduction Provider Portal workflow + demo 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

Overview Provider Portal (PP) Electronic Lab Reporting (ELR) 243 ELR submitters in production 22k transactions per week The October cohort (10) is scheduled to start 10/13/2015 Provider Portal (PP) Providers directly submit CMR level data into CalREDIE 1500+ providers from 40 LHJs Continued rollout in 2015 Core CalREDIE Surveillance & reporting Real-time Case Report Forms Inter-jurisdictional transfer State/Local simultaneous access Alerting module Automated Results Notification and Online Delivery In use by all State/Local CalREDIE Users Data Services module Easy access Data is ready for analysis NPJ Data CDC Messaging

CalREDIE Provider Portal Counties

Provider Portal Workflow Reporter submits incident via Provider Portal Information automatically sent to CalREDIE LHD user imports incident from DISA 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 be UPDATED EDITED & CLOSED CalREDIE DISA MPI Provider Portal

Demo of Provider Portal

Implementation Timeline Unique to each county Start slowly! (3-5 Reporter accounts) Bring on additional Reporters Contact CalREDIE Help for provider recruitment Future recruitment

Implementation Process Four main steps Step 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

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

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

Step 3: Reporter Account Set-Up Reporter submits Reporter Authorization form to LHD 3b LHD verifies that each Reporter account is linked to a valid entry in the CalREDIE Report Source Dictionary 3c LHD submits completed form to CalREDIE Help 3d CalREDIE Help creates account and emails Reporter his/her username and password with the Quick Start Guide

Step 3: Reporter Account Set-Up Step 3a: Reporter submits Reporter Authorization form to LHD

Step 3: Reporter Account Set-Up Step 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 Scenarios 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 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

Step 3: Reporter Account Set-Up

Step 3: Reporter Account Set-Up Step 3c: LHD submits completed form to CalREDIE Help Step 3d: CalREDIE Help creates account and emails Reporter his/her username and password with the Quick Start Guide

Step 4: DISA Training Completed by: LHD Documentation: DISA User Guide

Next Steps Identify Reporters Set-up training for Reporters Webinar on October 7th 9-10am Submit Reporter Authorization forms

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

Questions? CalREDIE Help Desk 866-866-1428 CalREDIEHelp@cdph.ca.gov