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2/1/2012 CMS’ CROWNWeb Application National Release QIMS Walkthrough Featuring CROWNWeb Outreach, Communication, and Training (OCT) January 26, 2012
2/1/2012
CMS’ CROWNWeb Application
National Release
QIMS Walkthrough
Featuring
CROWNWeb Outreach,
Communication, and Training (OCT) January 26, 2012
Today’s Hosts O
2/1/2012
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Janis Grady, RHIT, CPHQ
Contract Officer’s Technical Representative (COTR)
CROWNWeb Outreach, Communication, and Training (OCT) Contract
Centers for Medicare & Medicaid Services
Oniel Delva, BA, CTT
Communications and Training Manager
CROWNWeb Outreach, Communication, and Training (OCT) Contract
FMQAI – ESRD Network 7
Today’s Presenters
CROWNWeb Outreach, Communications, and Training Team
Matthew McDonough, MS, CTT Project Manager
Mike Seckman, CTT Senior Trainer
Michelle Barry, BFA Technical Writer
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Phase III Update
CROWNWeb Phase III began January 17, 2012.
Over 460 dialysis facilities are submitting their
data directly to CMS during Phase III.
Phase III is allowing CMS to analyze:
o Enhanced security requirements
o Interaction with new user interface
o Proof-of-concept for Health Information Exchange
(HIE) data submission efforts
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National Release and QIMS
The QualityNet Identity Management System
(QIMS) supports multiple CMS applications; an
account is required to access CROWNWeb.
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National Release QIMS On-Boarding Schedule
All Users Begins
January 30, 2012
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Registering for a QIMS Account
To successfully register, users must:
o Complete the QIMS Part A form
o Indicate their CROWNWeb role and scope on the
CROWNWeb Part B form
o Complete CMS’ mandatory Security Awareness
Training (SAT) within the last 12 months, which
can be accessed via:
http://iase.disa.mil/eta/iss_icv5/launchpage.htm
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What is QIMS?
Robust identity management system that replaces
any previously used account registration systems.
Must be used to create and manage CROWNWeb
user accounts.
Allows facilities to manage the account activation
process at a facility level.
Eliminates notarization needs for End User
Managers and regular End Users if in-person
identity proofing can be performed.
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QIMS & CROWNWeb
QIMS and CROWNWeb are two separate systems
that work together.
Each system contains its own roles.
Users must indicate a QIMS and CROWNWeb
role when completing the QIMS account
registration process.
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How is QIMS Structured?
QIMS is based on a hierarchy of roles:
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Security Official (SO) – Top level of authority for QIMS – Confirms and manages user ID and activation
End User Manager (EUM) – First level of authority for QIMS – Authorizes what users can do in QIMS
Regular End Users – General system users
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Role Details – SO
Security Officials (SO):
o Perform in-person identity proofing
o Verify completion of users’ Security Awareness Training
o Authorize account activation for users
o Submit applicants’ completed Part A forms to Help Desk
o Maintain users’ account (locked accounts, forgotten
passwords, etc.)
o Perform Annual Recertification process
o Serve as CROWNWeb Facility Administrator (Initial SO)
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Role Details – EUM
End User Managers (EUM):
o Conduct first-level approval of account requests.
o Approve or reject the QIMS account application.
o Indicate an applicant’s QIMS role in the QIMS system.
o Disable users’ accounts.
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Role Details – End User
Regular End Users:
o Manage his/her own QIMS account information.
o Access CROWNWeb to perform tasks based on their
indicated CROWNWeb role.
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QIMS Registration Order
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Security Official (SO)
End User Manager (EUM)
Regular End User
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15 NOTE: An SO cannot serve as the EUM and vice versa.
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Accessing QIMS
To access the QIMS system,
all applicants must go to:
https://www.qualitynet.org and
click the “Register for a QIMS
Account” link on the ESRD tab
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Printing the Part A Form
Once you submit the
application, a printable
version of the QIMS
Part A form displays.
Print the form by
clicking the Print
button in your browser
(or by pressing
CTRL+P if using
Internet Explorer).
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Security Training
Users must complete CMS’ annual Security
Awareness Training (SAT) as part of the account
registration process.
Navigate to http://iase.disa.mil/eta/iss_icv5/launchpage.htm
to complete the security training, then print and
sign your certificate.
SOs – Mail the SAT certificate to the QualityNet Help
Desk with QIMS Part A and CROWNWeb Part B.
EUMs and regular End Users - Keep SAT certificate
locally for 7.5 years.
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Initial Security Official
The steps to register as a facility’s INITIAL
(or ONLY) SO are different from the general
account registration process.
The initial SO should complete the Part B
form with a CROWNWeb Facility
Administrator role request.
The initial SO must mail his/her Part A form,
Part B form, and a copy of the SAT certificate
to the QualityNet Help Desk.
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QIMS Account Form - Part A
On the printed
form, the SO must
manually complete
some of the fields
on the Part A form
and have it
notarized.
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NOTE: INITIAL (or ONLY) SOs must have their Part A form notarized.
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QIMS Account Form - Part B
SOs must go to
www.QualityNet.org,
and print a copy of the
CROWNWeb Part B
form to indicate their
CROWNWeb roles
and scope.
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Submit Forms to Help Desk
The initial SO must send the following to the
QualityNet Help Desk:
1. The completed and notarized QIMS Part A
2. The completed CROWNWeb Part B form
3. A copy of the SAT certificate
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Account Completion
The QualityNet Help Desk will activate a
facility's initial SO’s QIMS account request and
configure his/her CROWNWeb roles and scope.
Once the SO’s account is activated, he/she will
receive four e-mails with instructions on logging
in to QIMS at the e-mail address they specified
during the application process.
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Two User IDs
SOs will receive two QIMS user IDs:
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Used to activate users’ account
requests and manage users’
system access
Used to manage their own QIMS
and CROWNWeb system access
1. SO Account 2. Regular User Account
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Registering for an Account
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Let’s see it LIVE
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Initial SO Registration Steps
1. Go to www.qualitynet.org and click the ESRD tab.
2. Complete all of the required fields in the QIMS system.
3. Search for the facility on the Business Info tab.
4. Select “Master Security Official” and “Master Manager” as the
appointed SO and EUM.
5. Identity the applications to which you will need access, in addition
to the default/required QIMS option.
6. Click the Submit button at the bottom of the page.
7. Review the information on the printable QIMS account form, print
the form, and click Submit once again.
8. Complete the printed Part A form; and check the “Create Security
Official Account” box on the paper form.
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Initial SO Registration Steps 9. Get the QIMS account form notarized and sign the “Applicant” field.
10. Go to www.qualitynet.org to access the CROWNWeb Part B form to
indicate the desired CROWNWeb role(s) and scope.
11. Go to http://iase.disa.mil/eta/iss_icv5/launchpage.htm to complete
the SAT.
12. Mail the completed QIMS Part A, CROWNWeb Part B, and a copy
of the SAT certificate to:
QualityNet Help Desk
1401 50th St., Suite 200
West Des Moines, IA 50266
13. The QualityNet Help Desk will route the initial SO's request to the
Production Identity Management team for review and approval.
14. The initial SO will receive FOUR email notifications (two with
QIMS User IDs and two with temporary passwords).
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Initial End User Manager
The steps to register as a facility’s INITIAL
(or ONLY) EUM are different from the general
account registration process.
The initial EUM should indicate their desired
CROWNWeb role(s) and scope on the Part B
form.
The initial EUM must mail his/her Part A
form to the QualityNet Help Desk; the Part B
form and SAT certificate must be given to the
SO and retained locally for 7.5 years. 2/1/2012
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EUM’s Business Info Tab
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EUM’s Business Info Tab
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EUM’s Business Info Tab
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EUM’s Business Info Tab
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EUM’s Business Info Tab
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EUM’s Business Info Tab
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EUM’s Business Info Tab
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QIMS Account Form - Part A
On the printed
form, EUMs must
manually complete
some of the fields
on Part A of the
form, then take the
form to their SO for
verification.
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NOTE: If this is the initial EUM, Part A must be mailed to the QualityNet
Help Desk after the identity proofing in order for the SO to be able to
activate the account.
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Identity Proofing
The SO must complete
the identity proofing
process for the EUM
applicant. Once the SO
has completed identity
proofing, the EUM’s Part
A form must be mailed to
the QualityNet Help desk
for authorization.
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QIMS Account Form - Part B
EUMs must go to
www.QualityNet.org,
and print a copy of the
CROWNWeb Part B
form to indicate their
CROWNWeb roles
and scope, and take
the form to their
facility’s SO.
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Submit Part A to Help Desk
The EUM must ensure that his/her completed
QIMS Part A form is mailed to the QualityNet
Help Desk:
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REMINDER: EUMs’ CROWNWeb Part B form and SAT certificate of
completions must be kept locally for 7.5 years.
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Account Completion
The QualityNet Help Desk will authorize a
facility’s initial EUM’s account request once it
receives and reviews the Part A form.
The facility’s SO will activate the initial EUM’s
account and configure the EUM’s CROWNWeb
roles and scope when activating the account.
Once the EUM’s account is activated, he/she
will receive two emails with instructions on
logging in to QIMS at the e-mail address they
specified during the application process. 2/1/2012
MS
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Initial EUM Registration Steps
1. Go to www.qualitynet.org and click the ESRD tab.
2. Complete all of the required fields in the QIMS system.
3. Search for the facility on the Business Info tab.
4. Select your facility/Network/organization’s SO and “Master
Manager” as the appointed SO and EUM.
5. Identity the applications to which you will need access, in addition
to the default/required QIMS option.
6. Click the Submit button at the bottom of the page.
7. Review the information on the printable QIMS account form, print
the form, and click Submit once again.
8. Complete the printed Part A form; and check the “Create End User
Manager Account” box on the paper form.
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Initial EUM Registration Steps
9. Take your printed registration form to your local Security Official
for identity verification, obtain the required SO signature, and sign
the form as the “Applicant”.
10. Go to www.qualitynet.org to access the CROWNWeb Part B form
to indicate the desired CROWNWeb role(s) and scope. This form
must be kept locally.
11. Go to http://iase.disa.mil/eta/iss_icv5/launchpage.htm to
complete the SAT.
12. Mail the completed QIMS Part A form to:
QualityNet Help Desk
1401 50th St., Suite 200
West Des Moines, IA 50266
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Initial EUM Registration Steps
13. The QualityNet Help Desk will route the initial EUM's request to
the Production Identity Management team to review and approve
the application request as the “Master Manager”.
14. The facility/Network/organization’s initial Security Official will
receive a notification of an account pending approval.
15. Once the initial SO activates the account request, the initial End
User Manager will receive TWO email notifications (one with a
QIMS User ID and one with a temporary password).
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End User’s Business Info Tab
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End User’s Business Info Tab
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End User’s Business Info Tab
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End User’s Business Info Tab
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End User’s Business Info Tab
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End User’s Business Info Tab
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End User’s Business Info Tab
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QIMS Account Form - Part A
On the printed
form, End Users
must manually
complete some of
the fields on Part A
of the form.
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QIMS Account Form - Part B
End Users must go to
www.QualityNet.org,
and print a copy of the
CROWNWeb Part B
form to indicate their
CROWNWeb roles
and scope, and then
provide this and the
QIMS Part A form to
their EUM.
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Taking the Forms to the SO
End Users must take
their completed QIMS
Part A form,
CROWNWeb Part B
form, and SAT
certificate to their
facility’s SO for
verification and
signature
requirements.
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Taking the Forms to the SO
End Users must take
their completed QIMS
Part A form,
CROWNWeb Part B
form, and SAT
certificate to their
facility’s SO for
verification and
signature
requirements.
2/1/2012
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Taking the Forms to the SO
End Users must take
their completed QIMS
Part A form,
CROWNWeb Part B
form, and SAT
certificate to their
facility’s SO for
verification and
signature
requirements.
2/1/2012
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Identity Proofing
The SO must complete
the identity proofing
process for the End User
applicant. Once the SO
has completed identity
proofing, the SO will
activate the End User’s
account in QIMS.
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Submit Part A to Help Desk
The SO must mail the End User’s completed
QIMS Part A form to the QualityNet Help Desk:
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NOTE: End Users’ CROWNWeb Part B form and SAT certificate of
completions must be kept locally for 7.5 years.
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Account Completion
End User’s account will be activated by the
facility’s appointed SO.
Once the End User’s account is activated, he/she
will receive two emails with instructions on logging
in to QIMS at the e-mail address specified.
The SO must mail the End User’s QIMS Part A
form to the QualityNet Help Desk.
Accounts with forms that are not received within
30 days will be disabled. 2/1/2012
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End User Registration Steps
1. Go to www.qualitynet.org and click the ESRD tab.
2. Complete all of the required fields in the QIMS system.
3. Search for the facility on the Business Info tab.
4. Select your facility/Network/organization’s appointed SO and
EUM.
5. Identity the applications to which you will need access, in addition
to the default/required QIMS option.
6. Click the Submit button at the bottom of the page.
7. Review the information on the printable QIMS account form, print
the form, and click Submit once again.
8. Complete the printed Part A form; and check the “Create End User
Account” box on the paper form.
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End User Registration Steps
9. Go to www.qualitynet.org to access the CROWNWeb Part B form
to indicate the desired CROWNWeb role(s) and scope. This form
must be kept locally.
10. Go to http://iase.disa.mil/eta/iss_icv5/launchpage.htm to
complete the SAT.
11. Take your printed Part A and Part B forms to your appointed EUM
for authorization.
12. Take the signed Part A form, Part B form, and SAT certificate to
your facility’s appointed SO for identity proofing and activation.
13. The SO must mail the End User’s completed QIMS Part A form to:
QualityNet Help Desk
1401 50th St., Suite 200
West Des Moines, IA 50266
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QIMS Training Videos
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QIMS Training Videos: Available via the Training Materials page on www.projectcrownweb.org. 66
QIMS Training Videos
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QIMS Training Videos: Available via the Training Materials page on www.projectcrownweb.org. 67
QIMS Training Videos
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QIMS Training Videos: Available via the Training Materials page on www.projectcrownweb.org. 68
QIMS Online Help
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69 QIMS Online Help: Available via www.projectcrownweb.org.
QualityNet Help Desk
The QualityNet Help Desk:
1401 50th Street, Suite 200
West Des Moines, IA 50266
Phone: 1-866-288-8912
Email: [email protected]
Hours: 7 a.m. to 7 p.m. CST, Monday-Friday
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User Registration
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Number of established QIMS accounts as of
January 26, 2012: 1,210
Now, it’s YOUR TURN.
Are you ready?!
Don’t delay. QIMS registration for the National
Release starts Monday, January 30, 2012.
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C
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Final Comments C
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Questions O
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Our Next Session O
CMS Community WebEx:
TBD
Date: February 23, 2012
Time: 2pm - 3pm ET
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Thanks!
For Further Information… Email: [email protected] QualityNet Help Desk: 1-866-288-8912 Website: http://www.projectcrownweb.org
This material was prepared by FMQAI, the CROWNWeb Outreach, Communication, and
Training contractor, under contract with the Centers for Medicare & Medicaid Services
(CMS), an agency of the U.S. Department of Health and Human Services. The contents
presented do not necessarily reflect CMS policy. OCT contract # HHSM-500-2010-00261G.
Publication Number: FL-OCT-2012OTCT22-1-12669
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