Transcript Portal creation in Gen21 - Cpstraining

Centricity Customer Portal new user
Welcome to GE Healthcare’s
Centricity Customer Portal.
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What is the Centricity Customer Portal?
The Centricity Customer Portal, or CCP is the
Learning Management System (LMS) that
delivers CBT training to users.
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Why are we using the CCP?
The CCP is a one-stop shop for all your
education needs, including product information,
on-site training information and registration, as
well as giving the customer control over their
users and CBTs to be assigned.
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Log in to the CCP
If you will be acting as the manager of
the CCP for your practice, please refer
to the instructions you received in our
email communication to you for your
log in instructions.
For all other users:
The practice manager who received
login instructions from either the
Education Team or Project
Management will forward the URL
below to you with a Siebel Account
number.
Once you have that information, enter the URL http://centricityportal.gen21.com/knav/nav
into your browser.
From the Logon screen, choose Register as new user.
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Self-registration
Complete all the fields.
The Account Number field is
where a user who is not in the
manger role will enter the
Siebel Account number.
Entering this number will link
you to the appropriate group
of users for your practice.
If the practice manager did not
receive their Siebel Account
number, please have them
contact the Education Team at
the end of this presentation.
When finished, click the Send
information button to
complete self-registration.
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What does the CCP look like?
Once logged in, choose a Knowledge
Position.
A Knowledge Position is a group of users.
For the most part, the positions that would
be listed here would include the word,
“student” except for a user in a manager role
and then “manager” would be listed.
It is possible that there may be several
Knowledge Positions listed, for example:
• Demo Healthcare Student
• Demo Healthcare Manager, etc.
For this example we’ll choose Demo
Healthcare Student Knowledge Position.
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What does the CCP look like?
The default landing page displays all the CBTs listed in the Catalog.
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What does the CCP look like?
The top of the CCP includes the following functions:
Home – Logs you out of the CCP and takes you back to the log in page
Contact Us – This form sends an email to the Education Team
Log off – Ends your online session.
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What does the CCP look like?
The three buttons on the top left part of the CCP accomplish very different tasks.
Tools – Opens a separate browser window with a menu of wizards. Some users of the CCP will
be in a manager role with administrative privileges and other users will be in a student role.
There are different wizards displayed in the Tools section depending on your role. These roles
will be determined prior to you logging in to the CCP for the first time.
Grades – Once you have enrolled in a CBT you will see your progress reflected in the Grades
section.
Change hat – When you are logged in under a specific Knowledge Position, you may want to
change your “hat” to a different Knowledge Position, which we’ll discuss a little later. Selecting
the Change hat button will allow you to change Knowledge Positions. In some instances, when
there is only one hat for a user, this button may not be visible until there are more hats assigned
to the user.
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What does the CCP look like?
The left navigation includes categories to view CBTs.
Required – CBTs that have been specifically assigned to
your Knowledge Position, typically by the person in the
manager role.
Enrolled in – CBTs that you have clicked on the Enroll
button from the Required, Catalog or Curricula sections.
Catalog – Complete listing of all CBTs uploaded.
Curricula – CBTs grouped into prebuilt roles.
Manuals/Companion Guides – Downloadable PDFs of
product manuals. Also, a link to ordering hard copies.
Services section – This is content migrated from the
Education Site and will be housed here going forward.
Note: A search function is being developed to locate
individual CBTs and curricula, and it will be available at a
later date.
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The Required section
As mentioned before, courses in the Required section have been assigned
specifically to the Knowledge Position you belong to.
Notice for this example, Byron Black is in the Physicians Associates Student
Knowledge Position. While in this Knowledge Position, his manager assigned a
course to everyone in that Knowledge Position called Adding Correspondence Notes
and Updating Visits – Try.
Next, we’ll discuss more about Knowledge Positions.
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What is a Knowledge Position?
A Knowledge Position is a group of users with specific permissions. If you
have been designated as a CCP manager, you may have already been added
to the Manager Knowledge Position, which gives you the permissions
necessary to manage the CCP for your practice. If not, a GE Education Team
member can assist you.
The Education Team have created some common role-based curricula;
however, the manager of your practice may want to create their own
groupings of CBTs and assign them to a custom Knowledge Position.
Managers can create custom Knowledge Positions to group users outside of
the normal role-based curricula already in the Catalog. For example, some
members of your practice may perform unrelated roles. By creating a custom
Knowledge Position, a manager can assign all kinds of CBTs to that position
outside the scope of the prebuilt role-based curricula. After the positions
have been created, users can then be assigned to the Knowledge Positions.
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What is a Knowledge Position?
Physicians
Associates
Community
Custom Student
Knowledge Position
Manager
Knowledge
Position
Student
Knowledge
Position
Your practice’s Business Unit has already been created as a Community, along with
some pre-built Knowledge Positions.
The person assigned to the Manager Knowledge Position has the ability to create
Student Knowledge Positions and assign courses and users to those positions.
A Community is a group of Knowledge Positions
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What is a Knowledge Position?
It is important to note that CBTs do not have to be assigned to Knowledge Positions.
At any point, a user added to the CCP can go to the Catalog, or Curricula sections of
the CCP and find a CBT to take. The benefit of assigning CBTs is to group them by
subject and create instances where CBTs are required by your practice.
More in-depth information about how a manager can create Knowledge Positions and
assign users is covered in the Centricity Customer Portal Management presentation.
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Catalog section
This is the default page
you see when logging
into the CCP and
houses all available
CBTs.
To begin taking a CBT,
click the Start button.
Once you have finished
taking a CBT, the
button will indicate
that it has been
completed; however,
you can always refer
back to the CBT in the
future.
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Enrolled in section
The CBTs listed here are ones
you have enrolled in from either
the Required, Catalog or
Curricula sections.
You can drop a course from here
if you inadvertently enrolled in
the wrong CBT.
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Curricula section
The Curricula section organizes
CBTs as role-based courses.
The CBTs that make up each
curricula are in the Catalog and
can be taken independent of
the curricula, if desired.
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Curricula section
Once a curriculum is started, you
will see above the list of CBTs
several links to helpful documents
to get you started on your
curriculum. Also, a list of the
complete CBT Library Guide for
either PM or EMR is available here.
A CBT does not need to register as
complete before you can continue
within the curriculum.
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Education site migration
Several key areas of the Education site have been
migrated to the CCP and will be housed here going
forward.
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Using Tools
If you are in a student role, when
clicking on the Tools button the
only wizard available is to change
your password.
If you are in a manager role,
when clicking on the Tools
button, there are several wizards
to choose from and reports you
can run, which are covered in the
Centricity Customer Portal
Management presentation.
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Change password
After clicking the Tools button, find
the Change Password wizard and
click the link for Run Wizard.
The username cannot be changed, only the password. Managers will receive a username
that consists of a Siebel Account number specific to how your practice is listed in the
Centricity Customer Portal. If a manager wants a different user name than the Siebel
Account number, they can follow the directions in the Change Password section of the
Centricity Customer Portal Management presentation.
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Change password
Select Next Step until this screen. Enter your current password, then add
your new password to the appropriate fields.
There are no requirements for how many or types of characters you may
use when creating or changing your password.
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Change password
Select Next Step until this screen. Enter your Work Email.
If at this time you want to change the email address associated with your
account, you may change it here.
It is recommended to have a valid email address associated with your account so
you will notified of successful course enrollments.
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Change password
Select Next Step until this screen. This is a confirmation that
the new password has been saved. Select Next Step until the
wizard closes.
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Implementation portal
When logging into the CCP
for the first time and going to
the Required section, new
implementation customers
may see one or two courses
already listed.
Each of these courses is
actually a curriculum, or
collection of courses about a
specific topic. In these cases,
each curriculum represents a
portal designed to guide a
practice through a product
implementation.
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Implementation portal
Once you’ve clicked to start the
curriculum, you will see an
outline.
This abbreviated screen capture
shows a description of the
curriculum, which consists of
seven phases of an
implementation. Each phase is
actually a course consisting of
several sub categories.
The first required phase, or
course, in this example is the
EMR Initiate Phase. You cannot
access the next phase until
completing this one.
Also on this page is the
Document Center, which will be
explained later.
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Implementation portal
Once the course, or phase, is started, a separate browser window opens to reveal sub topics in
the left navigation. Each sub topic opens in the main window in the middle of the page to
display documents and presentations for you to review.
Once all of the sub topics have been accessed and the documents have been reviewed, the final
sub topic of the phase is to validate you have finished the phase and are ready to move to the
next one in the curriculum.
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Implementation portal – Document Center
Some documents or processes need to be reviewed or completed specifically for your
practice and the Document Center is where you would go for those documents
unique to your practice.
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Defining the regions of the Document
Center
Public Documents - Documents specific to Demo Healthcare, but are only for reviewing and
no interaction is necessary.
Assignments - Documents that need to be downloaded by Demo Healthcare’s users,
completed and then returned via the Assignments Uploaded area.
A GE project manager will guide you in using the Implementation Portal and Document Center
if your practice will be implementing a product.
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Congratulations!
You are now ready to use the CCP.
If you have questions about using and managing the CCP, please
contact GE’s Education Team at [email protected].
*Still being determined.
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