Spreadsheet: 1f9e4d89-32fd-4681-9a68-1918802f73eb
Sheet: Practice Co-Admin 11-13-13

eEHX Practice Co-Administrator Responsibilities
Task | Frequency | Steps
Block off time for eEHX training for Front Desk Staff | Once | 1. eEHX Front Desk training takes bewteeen 1.5 to 2 hours depending on the number of questions.
Fill out user spreadsheet | Once before go-live and for new staff and new providers at your practice | 1. CIQN team will send you blank spreasheet with required fields marked in red. 2. Fill out spreadsheet with first name, last name, middle initial exactly as it appears in the EHR user build. NPI, Tax ID and DEA # are also necessary for providers. 3. Indicate access level for Staff; All/Non-clinical. 4. Return filled-out user spreasheet with staff and providers to CIQN team so they can build users in the eEHX.
Activate new users and synchronize EHR with eEHX | Once during go-live and for new staff and new providers at your practice | 1. CIQN team will build users in the eEHX and return user spreadsheet with eEHX username & password to practice co-administrator.  2. Practice co-administrator will synchronize EHR users to eEHX users from [NAME]. 3. Practice co-administrator will distribute user name & temporary password to providers and staff and ensures each user enters this login information under File-> Settings-> eEHX User Settings, then launches the eEHX browser from [NAME] and creates their own password, and then enters this new password under File-> Settings-> eEHX User Settings. 4.  Practice co-administrator ensures there are no users on the Weak Mapping List and all users are listed on the Existing Mapping List.  5.  Practice co-administrator ensures users have the appropriate eEHX rights under Security Settings from the following three rights: import demographics, import clinical data, and unlink patient.
Create staff test user with admin rights | Once and keep test user active | 1. CIQN team will test eEHX functionality before go-live and continue troubleshooting any future issues to ensure eEHX is working smoothly. 2. Please keep test user with admin rights active, so CIQN team can continue troubleshooting any eEHX issues that occur after go-live and to conduct data quality testing.
Verify end user training for new staff and new providers | Ongoing and depends on frequency of staff change | 1. Send new user spreadsheet to CIQN team so they can be built in the eEHX. 2. Train new staff in person or have them take the eEHX Web Based Training found on CIQN Web site:   [NAME]
Monitor/Track/Resolve duplicate patients in your EHR | Ongoing (daily) | 1. Keep track of duplicate patients in your EHR. 2. Notify CIQN team of duplicate patients and merges done in your EHR to ensure patient will be merged in the eEHX in a timely manner.
Manage/Track Opt-out patients | Ongoing (daily) | 1. Keep spreadsheet of patients (first name, last name, DOB)  that opt-out and have them sign the Patient Information Sheet_Opt-Out.  2. CIQN team monitors opt-outs from the eEHX. 3. Send weekly opt-outs spreadsheet to CIQN team in order to manage opt-outs and ensure opt-out signature date and opt-out system date are the same.
Inform CIQN team of any eEHX issues; e.g. problems linking patients, linked patients issues, lock-outs, error messages, etc. | Ongoing (daily) | 1.  [NAME], HELP from your eEHX Inbox or CIQN team directly with issues.