CalREDIE Provider Portal Implementation & Support

Webinar series September 2015

Agenda

• Roll Call• Introduction• 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

Provider Portal (PP)Providers directly submit CMR level data into CalREDIE1500+ providers from 40 LHJsContinued rollout in 2015

Electronic Lab Reporting (ELR) 243 ELR submitters in production22k transactions per weekThe October cohort (10) is scheduled to start 10/13/2015

Core CalREDIESurveillance & reportingReal-timeCase Report FormsInter-jurisdictional transferState/Local simultaneous access

Data Services moduleEasy accessData is ready for analysisNPJ DataCDC Messaging

Alerting module Automated Results Notification and Online DeliveryIn use by all State/Local CalREDIE Users

Overview

CalREDIE Provider Portal Counties

Provider Portal Workflow

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 beUPDATEDEDITED &CLOSED

CalREDIE DISA

CalREDIE MPI

CalREDIE 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 stepsStep 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

Step 3: Reporter Account Set-Up

Step 3a:Reporter submits Reporter Authorization form to LHD

Step 3: Reporter Account Set-UpStep 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 Scenarios1. 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

2. 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 3d:CalREDIE Help creates account and emails Reporter his/her username and password with the Quick Start Guide

Step 3c:LHD submits completed form to CalREDIE Help

Step 4: DISA Training

• Completed by: LHD• Documentation: DISA User Guide• Training

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 Desk866-866-1428

CalREDIEHelp@cdph.ca.gov