Medisolv Administrator (Medisolv Access ONLY)
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      2. ENCOR for Chart Abstracted Measures
      3. Medisolv Administrator (Medisolv Access ONLY)

      Hickory

      Invite Users:

      The process remains that if a user needs access, a TP will be entered to include name, email address, role, and what facilities are needed for access.

      1. Go to Hickory: manage.medisolvcloud.com
      2. Manage Invitations
      3. Select Org
      4. Application: ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION
      5. Add User
      6. Select Sub-Org
      7. Select Roles
      8. Add e-mail in Box – to add multiple, separate with semi-colon; no space
      9. Click Add
      10. Check Send e-mails
      11. Click Go

      Delete from Manage Invitations page will delete an invitation for an unregistered user.

      Send Invitation will resend an unclaimed invitation.

      If a User is not on the Manage Invitations page and is also not in ENCOR Abstracted even though an invitation as been sent, they probably need to sign-in to ENCOR.

      Invite Users - SAML:

      If a user needs access, a TP will be entered to include name, email address, role, and what facilities are needed for access. Assign to EA Managers and Kristi. The following Organizations use SAML:

      Broward Health

      IU Health

      University of Michigan

      Christus Health

      Cedars-Sinai (Huntington Hospital)

      Memorial Hermann

      Once confirmation is received that the user has been added, send a link to ENCOR for Hospital Abstracted Measures.

      Adding an Existing User to an additional Organization (must be a contract abstractor):

      1. Go to Hickory: manage.medisolvcloud.com
      2. On Users menu, select Manage Users
      3. Select Organization
      4. Select Sub-Organization: select the facility within the org to add user to (you will have to do this one by one if adding to multiple facilities within the organization)
      5. Select Application: ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION
      6. Click 'Grant Permission'
      7. Enter user's email address in the look up text box and click 'Look Up'
      8. If user is found, enter their Role into the Roles text box and click 'Save'
      9. Repeat steps 4 through 8 if adding to multiple facilities within the org
      10. User will need to log out of ENCOR-a and log back in to see the updates
      11. If not a contract abstractor, put in a tp for Karthik.

      Deleting Users for a non-contract abstractor (Contract Abstractor - see next section):

      1. Go to Hickory: manage.medisolvcloud.com
      2. On Users menu, select Manage Users
      3. Select Organization
      4. Select Sub-Organization: Entire Organization (default)
      5. Application: ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION
      6. Select the users using the check box and click on “Delete Selected Users”
      7. Enter the reason for deletion and click OK
      8. To view users who have already been deleted, go to https://manage.medisolvcloud.com/DeletedUsers and choose the appropriate organization

        Set Permissions on Manage Users page will allow you to change access role.  This can be done from within ENCOR Abstracted.

        Deleting Users for a contract abstractor:

        1. Go to Hickory: manage.medisolvcloud.com
        2. On Users menu, select Manage Users
        3. Select Organization
        4. Select Sub-Organization: Entire Organization (default)
        5. Application: ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION
        6. Search for the User and click Set Permission
        7. In the pop-up, select the sub-org, the role will display, click x to remove the role
        8. Click 'Change'
        9. Repeat for each sub-org
        10. Change Application to ENCOR Dashboard and repeat steps.
        11. If there are many sub-orgs, please enter a TP for engineering to perform in CitC. Karthik is going to add an enhancement to make taking care of multiple sub-orgs easier.

        Set Permissions on Manage Users page will allow you to change access role.  This can be done from within ENCOR Abstracted.

        For Access to the Knowledge Center (non-Cloud Users):

        The process remains that if a user needs access, a TP will be entered to include name, email address, role, and what facilities are needed for access. 

        1. Go to Hickory: manage.medisolvcloud.com
        2. Manage Invitations
        3. Select HubSpot for Organization
        4. Select HubSpot for Knowledge Base for Application
        5. Add Users
        6. Select ‘Entire’ for Sub-Organization
        7. Select ‘User’ for Role
        8. Enter Invitee(s) email address; Use semi-colon with no spaces
        9. Click ‘Add’ and wait for the processing to complete. You will see email displayed.
        10. Check Send Emails
        11. Click Go.
        12. The user will need to complete the registration once this has been completed.  Send them the URL, if they do not receive the invitation. The user needs to go to - https://knowledge.medisolv.com/.

        Updating Existing User First/Last/Display Name:

        1. Go to Hickory: manage.medisolvcloud.com
        2. On Users menu, select Manage Users
        3. Select Organization
        4. Select Sub-Organization: Entire Organization (default)
        5. Application: ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION
        6. Click Edit for the user needing to have name updated
        7. Update FirstName/LastName/DisplayName as needed
        8. Click Update

        Invitation sent, User registered but did not login right after registering and does not remember the password. In this case do the following:

        1. Go to Users -> Manage Invitation
        2. Select the intended organization & application
        3. Filter by user's e-mail address
        4. Click the Reset button
        5. In the popup, leave the Change Email Address (optional) text box empty
        6. Click the Reset button

        Invitation was sent to john.doe@somehospital.com. User registered with jdoe@somehospital.com, and receives a failure. The user wants to use the john.doe@somehospital.com address used for registering rather than the one used earlier (jdoe@somehospital.com). In this case do the following:

        1. Go to Users -> Manage Invitation
        2. Select the intended organization & application
        3. Filter by john.doe@somehospital.com
        4. Click the Reset button
        5. In the popup, enter jdoe@somehospital.com in the Change Email Address (optional) text box
        6. Click the Reset button
        7. User can now register again with the john.doe@somehospital.com email address

        Invitation was sent to john.doe@somehospital.com, but user stopped registering and wants to use jdoe@somehospital.com. In this case do the following:

        1. Go to Users -> Manage Invitation
        2. Select the intended organization & application
        3. Filter by john.doe@somehospital.com
        4. Click on the Update Email Address button
        5. Update the email address to jdoe@somehospital.com in the in-place form in the grid
        6. Click the Update button
        7. User can register w/ the jdoe@somehospital.com email address

        Invitation was sent to john.doe@somehospital.com, but user registered with jdoe@somehospital.com and wants to use it instead. In this case do the following:

        1. Go to Users -> Manage Invitation
        2. Select the intended organization & application
        3. Filter by john.doe@somehospital.com
        4. Click on the Update Email Address button
        5. Update the email address to jdoe@somehospital.com in the in-place form in the grid
        6. Click the Update button
        7. User can just login w/ the jdoe@somehospital.com email address

        Updating Existing User Access ENCOR-D - Add a SubOrg

        1. Go to Hickory: manage.medisolvcloud.com
        2. On Users menu, select Manage Users
        3. Select Organization
        4. Select Sub-Organization: Entire Organization (default)
        5. Application: EncorD Production
        6. Click Set Permission for the user needing to have access updated
        7. Select the SubOrganization that needs to be added
        8. Select the Role needed
        9. Click Change
        10. Repeat for each SubOrg needed

        Add User to ENCOR-D when User already has access to ENCOR-A

        1. Go to Hickory: manage.medisolvcloud.com
        2. On Users menu, select Manage Users
        3. Select Organization
        4. Select Sub-Organization: Entire Organization (default)
        5. Application: EncorD Production
        6. Click on Grant Permission
        7. In the pop-up, Look-up User's e-mail
        8. Select the User and Role
        9. Click Save

        Reactivate User:

        1. Go to Hickory: manage.medisolvcloud.com
        2. On Users menu, select Manage Users
        3. Select Organization
        4. Select Sub-Organization if applicable
        5. Select Application: ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION
        6. Click Activate for the user needing to be reactivated 

        Re-Send Invite:

        1. Go to Hickory: manage.medisolvcloud.com
        2. Manage Invitations
        3. Select Org
        4. Application: ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION
        5. User should appear in the grid at the bottom of the page
        6. Click Send Invitation
        7. Pop up box will appear displaying registration email
        8. Click Send

        Adding Announcements:

        All announcements should be discussed prior to posting. Grammar and spellchecks should be performed.

        1. Go to Hickory: manage.medisolvcloud.com
        2. In the Hickory Menu: Administration > Manage Announcements.
        3. Select the appropriate application "ENCOR HOSPITAL ABSTRACTED MEASURES APPLICATION" for Cloud and ENCOR-a On Prem Prod for on prem
        4. Click Add Announcement
        5. Fill in the form (Title, Description; You do not have to enter a Valid From and Valid To; Organizations – ALL should be selected)
        6. Click Add.

        NOTE: The announcement will show up within 5 hours. You can delete an announcement, but you cannot edit it.

        Show All Users (to see all orgs/sub-orgs a user is attached to):

        1. Go to Hickory: manage.medisolvcloud.com
        2. On Users menu, select Show All Users
        3. Filter on User you wish to see
        4. Expand to see the details