1. June 23–24, 2016 Hyatt Regency Boston Harbor User Group Meeting and Conference Special Introduction to the New User Interface/Experience Rachael LeBlanc, Solution Consultant June 23–24, 2016 | Hyatt Regency Boston Harbor

2. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 2 Refreshing New Program Look and Feel A cleaner, more modern look and a color scheme change. FROM THIS

3. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 3 Refreshing New Program Look and Feel A cleaner, more modern look and a color scheme change. TO THIS

4. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 4 Simplification of Functions: Search Area Simplified

5. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 5 Naming Your Application Let’s Discuss CAQH Data Files Saving the CAQH Files for use with the Import Process Setting Defaults for the CAQH Import Process Data Acceptance, What Comes In, What Does Not The CAQH Import Function What Tools Exist to Clean Up and Standardize the CAQH Imported Data

6. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 6 Easy Access to Outstanding Actions Actions in the Checklist and Verifications tab To resolve the action, click the “GO” button to navigate to the area where the action lives

7. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 7 Application Mapping and Tracking Additions/Refinements: Active status field Make Applications inactive so you can retain historical records.

8. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 8 Application Mapping and Tracking additions/refinements Multiple copies of applications. After opening your application an selecting “Copy Application” from the drop down… The system will ask if you would like more copies

9. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 9 Application Mapping and Tracking additions/refinements Folder level notes allow you to enter general notes on the folder in Application Mapping…

10. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 10 Application Mapping and Tracking additions/refinements So you can view them when you click on the telephone icon in the Applications tab!

11. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 11 Application Tracking — Additional Options Multiple copies of applications. After opening your application an selecting “Copy Application” from the drop down… The new “Save Only” option can be used to populate and save an application instead of Printing, Emailing, or Faxing

12. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 12 Application Tracking — Additional Options Effective Dates and Expiration Dates can be held on the Actions Tab

13. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 13 Application Tracking — Additional Options Dollar Value (what this application costs to you) Running Total calculations

14. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 14 Built-In Assistance Initiate Recred and Recred Help buttons make the Recredentialing process much faster

15. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 15 File Auditing Appointment Review Audit can be created in the Checklist Setup area

16. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 16 File Auditing And accessed via the Appointments tab

17. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 17 Added Functionality: Red Flag Count View The count of Red Flag Records and the Standing Flag from the Appointment record can now be viewable anywhere from the provider folder tabs. Double-Click on the Red Flag number to open the View Red Flag Window

18. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 18 Added Functionality: Verifications The ability to directly access the data record connected to a verification has been added to the Provider Folder Verification tab. Click the Web icon to open the Data window. Click the web icon to access the screen.

19. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 19 Added Functionality: Verifications If the Verification has WebCrawler Extracted data to be accepted, this data will appear on the screen as well.

20. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 20 Added Functionality: Batch Verifications Batch running Web Verifications for records connected to a site. These can be set up for either WebCrawlers (if included in the system) or manual web processes. Setup is access from the Setup Screen.

21. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 21 Added Functionality: Batch Verifications The run screen has several components including the Setup detail, the list of currently connected providers, the connected data record, the list of Batch verification records for this provider record, and the Web site. Double-Click within the Data record to copy, then paste into the site.

22. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 22 Recruitment: Enhancements Multi-Tab screen to support new functionality Ability to collect more data AND documents Create Qualification Questions Create positions Recruiter and Hiring Committee members Assignments Multi-layered search when reviewing files Additional fields have been added for Primary license, Languages, Gender, Ethnicity, DEA, Geographic preference, assigned recruiter, and additional tracking date fields.

23. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 23 Recruitment: Enhancements Documents tab

24. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 24 Recruitment: Enhancements Questions/Setup screen

25. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 25 Recruitment: Enhancements Questions/Evaluations screen The questions can be added/viewed in the Evaluation screen, where the score can be calculated. The point total becomes part of the evaluation record detail.

26. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 26 Additional Filtering: To Do Lists Data Screens Facility Additional Filters via a filter wizard

27. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 27 Additional Filtering: Notifications Notifications Facility Data Screens Action Types

28. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 28 Additional Filtering: IntelliReport Search filters have been added to the report browse screen. Search by a value or by reports owned by the user.

29. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 29 Reporting: Standard Report Standard Reports Number of days instead of date range

30. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 30 Reporting: Provider Folder Checklist tab: Report now includes number of attempts

31. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 31 Reporting: Provider Folder Profiles tab: Ability to choose a different profile

32. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 32 Where Can I Find More Detailed Information on These (and Future) Updates? Customer Site Documents> Release notes

33. June 23–24, 2016 Hyatt Regency Boston Harbor MOON - Prresentation Template 33 Where Can I Find More Detailed Information on These (and Future) Updates? Customer Site Quick Videos> Home> “What’s New” videos