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 is the Curricula section, which groups CBTs by role.
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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.
View Courses
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.
Instant Knowledge
Library – Training materials for using the CCP and CBT
surveys
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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Before you take CBTs
Be sure your pop up blockers are deactivated prior to accessing the CBTs,
because they open in a new browser window. Also, uninstall any toolbars,
such as the Google toolbar to avoid any conflicts with the completion of
finished CBTs.
A CBT Troubleshooting Guide is included at the end of this presentation.
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Curricula section
The Curricula section is the
default landing page when you
log in to the CCP. The Curricula
section groups CBTs as rolebased 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.
*CGM users will only see a
description of the curriculum.
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Catalog section
To begin taking a CBT
from the Catalog
section, 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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Education site migration
Several key areas of the Education site have been migrated to
the CCP and will be housed here going forward.
Instant Knowledge
Additional to the Manuals/Companion Guides section is
the Library.
The Library section has CCP training materials and CBT
surveys. When searching the library, follow the directions
at the top to help you find what you need.
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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.*
*The CGM manager will receive a
username based on their actual
name.
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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.
For new implementation
customers, your GE project
manager will provide further
details.
*CGM users will not have the
implementation portal curricula
and can move on to the last slide
of this presentation.
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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.
Documents uploaded to the Document Center cannot have spaces or
special characters in the file name. For example, a document called
New User Kick Off & Introductions.doc should be saved as
New_User_Kick_Off_and_Introductions.doc
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Troubleshooting CBTs
What you need to know
There are several roadblocks between the
CBTs and you.
The Centricity Customer Portal (CCP)
This Web site is available on any PC
connected to the internet. The CBTs
reside on a dedicated server.
CBTs make the
trek from the
CCP to your
browser.
The Centricity Customer Portal uses state of
the art servers and the most current
technology available to deliver content without
interruption.
Your organization
The CBT
Typically protected by a
firewall and other security
roadblocks.
Your browser
CBTs coming from the CCP must
pass through your network’s
firewall and other security
roadblocks.
Accessing the CBTs from the Centricity
Customer Portal, however, means that the
content must pass through your network
security measures before it gets to your
computer. Depending on how stringent your
organization’s security measures are, this can
hamper the performance of the incoming
CBTs.
Once the CBT gets past your network security,
your browser then allows you to access it.
However, there are also security measures
within your browser that can hamper
performance, including pop up blockers.
Finally, there are plug ins such as toolbars that
may be incorporated into your browser, which
will prevent a CBT from performing correctly.
Please read on for what you can do.
Troubleshooting CBTs
What you need to know
Information about browsers
Information about PC and system performance
• Security settings – Talk to your network or IT administrator about
changing your security settings to allow CBTs that come from the
domain http://centricityportal.gen21.com/.
• Pop up blocker – This prevents the CBT from opening in its own browser
window, and it must be deactivated. If a CBT was attempted before
deactivating the pop up blocker, you must drop the CBT, close all
browser windows, restart the browser and then retake the CBT.
• Toolbars – These are free tools for your browser and typically include
their own pop up blocker. Toolbars are not essential to your browser and
because they include a pop up blocker, they must be uninstalled and not
just deactivated. The Google Toolbar is the most common. Once the
toolbar is uninstalled, follow the bold instructions in the previous bullet.
Below is an example of the Google Toolbar.
•
•
•
•
Shut down all other applications if a CBT runs slow or drags
Take the CBT on a different PC to see if it improves performance
PCs should be no older than five years
The technology for the CBTs utilizes components of Adobe Flash.
Make sure you are using the most recent version at
http://www.adobe.com/software/flash/about/.
Network information
• Access the CCP from a PC that is not connected to your office
network, like at home, and try a CBT. If you have no trouble
accessing the CCP and taking a CBT, then talk to your network
or IT administrator about this.
• Tell your network or IT administrator about the CBTs you are
trying to access and provide the URL
http://centricityportal.gen21.com/knav/nav.
CBT completions
• Testing on different browsers – If your network or IT administrator has
made several security settings that may be preventing the CBTs from
performing correctly, you may be able to download a different browser,
such as Google Chrome or Mozilla Firefox. There is a lot of
documentation online that suggests that these other browsers run
faster than Internet Explorer.
• Latest browser versions – Your browser should be no older than three
years old. The current Internet Explorer version is 9.
• When taking a curriculum, you may find that one of the
individual CBTs within the curriculum will not reflect your
completion. This is typically a result of a pop up blocker or
toolbar that was at one point active. Read more about how to
handle these kinds of issues in the Information about browsers
section. If you have followed those instructions and the CBT is
still not completing, contact us at ambulatoryapps@ge.com, and
provide your name, organization and name of curriculum and
we will work with you to resolve the issue.
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 ambulatoryapps@ge.com.
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