Centricity Customer Portal

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Centricity Customer Portal Management
Learning the “Ws” of the Centricity
Customer Portal and the big “H”
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Centricity Customer Portal Management
This guide will cover the five “Ws” of the Centricity Customer
Portal (CCP) and the big “H”
What – What is the Centricity Customer Portal?
Who – Who manages the CCP?
Why – Why are we using the CCP?
When – When will I start managing the CCP?
Where – Where do I find the CCP?
How – How do I manage the CCP?
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What is the Centricity Customer Portal?
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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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.
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What does the CCP look like?
This is a small
sample of the CBTs
listed on the Catalog
page.
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What does the CCP look like?
This is an
abbreviated
example of CBTs
organized into
curricula.
Back to contents
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Who manages the CCP?
Who manages the CCP?
Each customer will appoint from their business a manager of
the CCP. The person in the manager role will have specific
administration privileges, such as assigning CBTs to groups of
users and running reports.
Some customers may not need to create groups of users or
assign CBTs. Once the staff has self-registered, the Curriculum
section is the best place for staff to begin taking CBTs.
Back to contents
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Why are we using the CCP?
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 person designated as
manager control over the users and CBTs to be
assigned.
Back to contents
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When will I start managing the CCP?
When will I start managing the CCP?
Once your practice has been entered into the
CCP, if you are in the manager role, you will be
notified that your staff can self-register, and
you can assign CBTs to categories of users, if
you want.
You will be notified by either a GE project
manager or by the Education Team when your
practice is in the CCP.
Back to contents
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Where do I find the CCP?
Where do I find the CCP?
The url for the CCP is
http://centricityportal.gen21.com/knav/nav.
A GE project manager or the Education Team will
initially provide you with login credentials for your
management role. You will also receive a Siebel
Account number with instructions of how to use it
when logging in.
Back to contents
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How do I manage the CCP?
How do I manage the CCP?
The first view of the CCP is the
login page. Managers will login
first with credentials provided
by either a GE project manager
or a member of the Education
Team.
Once logged in, the manager
can forward the CCP URL to
staff members, along with a
provided Siebel Account
number, used to link your
practice to the appropriate
location within the CCP.
The functions a manager will be
able to perform in the CCP are
all wizard based.
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How do I manage the CCP?
Upon logging in, you will
be prompted to choose a
Knowledge Position. The
name of your practice will
be displayed. In this
example, the practice is
Physicians Associates and
the position of manager is
the default.
Select Submit.
A Knowledge Position is a
category of users in the CCP. A
manager would be in the
Knowledge Position Manager
role, whereas a student would
be in a Knowledge Position
Student role.
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How do I manage the CCP?
Once in the CCP, the Tools button is
where the manager will go to access all
wizards and reports.
The manager will be able to do the
functions listed below in the CCP. You
can jump to different sections by clicking
on the hyperlinks below.
It is mandatory that you use this
presentation in conjunction with making CCP
changes until you are more familiar with
some of the terminology.
Self registration
Taking CBTs
Create your own username and password
Create custom Knowledge Positions
Assign users to Knowledge Positions
Assign CBTs to Knowledge Positions
Remove course assignments
Change password
Purchase CBT Subscription for upgrading organizations
Run reports
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Self-registration
In this section you will learn how your staff will be added to
the CCP. As the manager, you will login with credentials
provided to you in a communication from the Education
Team, or information from a project manager. Once you
have logged in, forward the URL of the CCP to your staff,
along with the Siebel Account number provided, and they
can begin self-registering.
CCP URL: http://centricityportal.gen21.com/knav/nav
Self-registration
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 your staff adds the
Siebel Account number
provided to the person acting
as manager. Enter this
number to link your staff to
the appropriate group of
users for your practice.
If you did not receive your
Siebel Account number,
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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Self-registration
It is important to note that users registering via the self-registration process are
automatically placed into the Student-level Knowledge Position, created for your
practice. You will learn more about Knowledge Positions shortly, but if you have any
users that you want to be able to manage the CCP, after they have self-registered,
they need to be added to the Manager Knowledge Position for your practice.
Remember, as manager you have different permissions than a student user;
therefore, you must add them to the Manager Knowledge Position after they have
self-registered to have those same permissions.
Back to Wizards contents
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Taking CBTs
Your staff can begin taking CBTs right away by either going to the
Curricula section to take CBTs grouped together by role, or as individual
courses in the Catalog section.
In the Software & Upgrades section, you will find the PM and EMR CBT
Library Guides
As the manager of your staff’s CBT usage, you have the option of
creating custom groups (called Knowledge Positions) of users and
assigning CBTs to those groups. Then, you can assign specific staff to
those groups. You cannot, however assign CBTs to individual users.
Taking CBTs
Be sure your pop up blockers are deactivated prior to accessing the CBTs, because
they open in a new browser window.
There are several issues that can occur to prevent a CBT from performing properly.
The most common ones follow:
• Your network has restrictions that may keep the CBT from opening in its own
window.
Solution: discuss with your IT administrator.
• The individual users have pop up blockers employed. The way you can tell that
there is a pop up blocker being used is if the CBT never starts and you see a blank
window.
Solution: discuss with your IT administrator that you may have pop up blockers
keeping your CBTs from opening in their own browser windows.
A CBT Troubleshooting Guide is included at the end of this presentation.
Back to Wizards contents
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Creating your own username and
password
There are a couple of ways you can add yourself to the CCP, but only one
way will allow you to add your email address at the same time.
In this section you will learn how to create your own username and
password, so that you do not have to use the Siebel Account Number as
your username. Plus, you will be able to add your email address, which
reminds those practices who have a 1-year or 3-month subscription that
the expiration date is a month away.
Also, you will add yourself to the Manager Knowledge Position (KP),
which allows you to perform managerial functions of the CCP.
Creating your own username and
password
Go to the log in
page of the CCP,
but do not log in.
Instead, click on
the Register as
new user button,
which is exactly
what you would
have your staff do
if they were going
to self-register.
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Creating your own username and
password
Complete all the fields.
The Account Number field is
where you add the Siebel
Account number. Enter this
number to link yourself to
your practice.
Be sure to include your email
address.
When finished, click the Send
information button to
complete self-registration.
Keep in mind that the number in
this example, 5412, is only for
illustration purposes. Your
organization will have a different
number. Your number was
provided with your managerial
login credentials.
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Creating your own username and
password
The self-registration by default is going to put you in the Student KP for
your practice. As you will learn later about Knowledge Positions, the
Manager KP has the role of manager associated with it, so that anyone
added to that KP inherits that role. Since you just self-registered into the
Student KP, the next step is to assign you to the Manager Role.
Log out of the CCP, and then back in using your default managerial login
credentials.
Once you have logged back in with your default managerial login
credentials, jump to slide 38.
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Create custom Knowledge Positions
In this section you will learn how to create custom Knowledge Positions
in the CCP.
There may be employees in your practice who hold numerous roles. In
cases such as this, you may want to create a custom Knowledge Position
and assign CBTs to these custom roles.
Please note that the Education Team has created role-based curricula
for many job functions, so you may not need to create custom
Knowledge Positions. These role-based curricula are in the Curricula
section.
Some examples:
• CPSPM10 Billers
• CPSPM10 EDI Reps
• CPSEMR10 Clinical Support Staff
• CPSEMR10 Providers
Create custom Knowledge Positions
Before creating your first custom Knowledge Position, it is important to
understand the hierarchy of the CCP.
Physicians
Associates
Community
Custom Student
Knowledge Position
Manager
Knowledge
Position
Student
Knowledge
Position
The person assigned to the Manager Knowledge Position has the ability to
create Student Knowledge Positions and assign courses and users to those
positions. For the most part, there is no need to create a Community.
A Community is a group of Knowledge Positions
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Create custom Knowledge Positions
After selecting the Tools
button, the Wizards
window opens in a new
browser window.
From the Wizards menu,
find Create New
Business Units and then
Run Wizard.
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Create custom Knowledge Positions
Select Next Step until
this screen. Choose
Yes.
For this example the
practice name is
Physicians Associates
and we are going to
create a Knowledge
Position under the
Physicians Associates
Community.
The Student Knowledge
Community for your practice
will have already been created
for you by the Education Team.
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Create custom Knowledge Positions
Select Next Step until this screen. Choose Create a new Knowledge Position. There is
typically no need to create a new Business Unit.
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Create custom Knowledge Positions
Select Next Step until this screen. While there
are many fields, the only one necessary is the
Knowledge Position Name field. The naming
convention you choose should include your
practice, the student role and the specific
group.
For example, for Physicians Associates, we
want to create a group of students who will
learn about front office duties. We use
Physicians Associates Student Front Office as
the Knowledge Position Name.
The Education Team has already created
several curricula for specific functions,
including the following:
• CPSPM10 Clinical Staff
• CPSPM10 Insurance A/R Reps
• CPSEMR10 Nurses / MAs
Your practice may not need to create new
Knowledge Positions.
The maximum characters
allowed in this field are 70, so if
your practice has a long name,
you may need to abbreviate a
portion of it.
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Create custom Knowledge Positions
Select Next Step until this screen. After confirming the details of the new Knowledge
Position, select Next Step.
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Create custom Knowledge Positions
Select Next Step until this screen. Choose No, I am finished if you have no more
Knowledge Positions to add, or choose Yes to add another Knowledge Position.
Back to Wizards contents
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Assign users to Knowledge Positions
In this section you will learn how to assign users to
Knowledge Positions. Each user will be added to a
Knowledge Position either prebuilt by the Education
Team, or to a new one you create. If you have been
designated as a CCP manager, you have already
been added to the Manager Knowledge Position. You
can assign users to either Student or Manager
Knowledge Positions.
Assign users to Knowledge Positions
From the Wizards menu,
find Assign or Remove
People from Knowledge
Positions and then Run
Wizard.
When you receive
management access to the
CCP, a manager Knowledge
Position has already been
created for you. You can add
your users to any Student or
Manager positions available.
An example name of the
Knowledge Position would be
Physicians Associates Student.
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Assign users to Knowledge Positions
Select Next Step until
you get to this screen. In
the Knowledge Position
Name field, enter a
partial name to your
practice, in this example
physicians. Select Next
Step to continue.
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Assign users to Knowledge Positions
There will be several Knowledge
Positions listed. For this
example, select a Knowledge
Position with the name Student
associated.
If you are assigning
yourself to the Manager
KP, then select that,
instead of Student KP.
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Assign users to Knowledge Positions
Select Next Step until you are on this screen. Choose Assign to assign a user to this
Knowledge Position.
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Assign users to Knowledge Positions
Select Next Step until you are on this screen. Enter the last name of the employee who
you would like to assign. Remember, this user has already self-registered and is
already in the system. If they have not self-registered, have them do so first.
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Assign users to Knowledge Positions
Select Next Step until you are on this screen. For this example there is only one
Turner, so the choice is easy. However, there may be more than one Ted Turner in the
Centricity Customer Portal, so be sure the Employee # matches the Siebel Account
number for your practice. This unique number is what links your staff to your practice.
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Assign users to Knowledge Positions
Select Next Step until you are on this screen. Confirm the assignment and
choose Yes. Make the assignment.
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Assign users to Knowledge Positions
Select Next Step until this
screen. If there are no more
users to assign, you will choose
I’m finished. For this example we
are going to remove Ted Turner,
so we will select Assign or
remove another user.
If you are assigning yourself to the Manager KP,
then you are finished and can close the wizard.
Log out and when you log back in with your own
login credentials, you will see the Manager KP
available to you.
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Assign users to Knowledge Positions
Just like before, in the Knowledge Position Name field, enter a partial name to your
practice. As before, we’ll search physicians. Select Next Step to continue.
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Assign users to Knowledge Positions
As before, there will be several Knowledge Positions listed. Select Physicians
Associates Student, because that is the Knowledge Position where Ted Turner is
located.
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Assign users to Knowledge Positions
Select Next Step until this screen. This time select Remove.
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Assign users to Knowledge Positions
Select Next Step until this screen. Choose Ted Turner to remove him from this group.
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Assign users to Knowledge Positions
Select Next Step until this screen. Choose Yes; remove to confirm your selection.
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Assign users to Knowledge Positions
Select Next Step until this screen. When you are finished adding or removing users,
choose I’m finished. Select Next Step until you are exited out of the wizard.
Back to Wizards contents
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Assign CBTs to Knowledge Positions
In this section you will learn how to assign CBTs to a
Student Knowledge Position.
A Knowledge Position is a group of users with
specific permissions. If you have been designated as
a CCP manager, you have already been added to the
Manager Knowledge Position, which gives you the
permissions necessary to manage the CCP.
It is important to note that you cannot assign CBTs
to an individual, only to positions.
Assign CBTs to Knowledge Positions
From the Wizards menu,
find Assign Courses to
Business Units and then
Run Wizard.
You are able to assign a course
or CBT to a Knowledge
Position, but not to an
individual user. If there is only
one user that needs to take
their own CBT, they must be
either assigned to an existing
Knowledge Position, or a new
Knowledge Position can be
created.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. Choose No because you are going to assign the
CBTs to a specific Knowledge Position called Students.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. In the Name of Business Unit or Position field, enter
a partial name of your practice, or in this example physicians.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. Choose Physicians Associates Student.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. For
this example we’ll search for the class
about adding correspondence notes.
The listing for all available CBTs is in the
Software & Upgrade training section of the
CCP under the PM or EMR Library Guides.
Choosing a curriculum is a great way of
assigning numerous CBTs at one time
because each curriculum is a collection of
CBTs based on role.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. Choose Adding Correspondence Notes and
Updating Visits – Try.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. Since you are assigning this course, from the Required
section choose Yes. If you choose No, the course will just be added to the Catalog section and
the assigned user will never know it was assigned to them.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. Leave the Suggested Frequency field as is with
Take only once.
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Assign CBTs to Knowledge Positions
Select Next Step until this screen. At this point you can either assign more courses to
this Knowledge Position, or choose I’m finished.
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Assign CBTs to Knowledge Positions
The next time the student logs in to the CCP, when they go to the Required
section they will see the course we’ve just added to the Physicians Associates
Student position.
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Assign CBTs to Knowledge Positions
Each customer will have a generic Student Knowledge Position
created by either a GE project manager or the Education Team.
As a manager, you may determine that all your users can reside
under the one Student Knowledge Position, so you will never
need to create a custom Knowledge Position.
If no custom groups or assignments need to be created, your
staff can immediately begin taking CBTs from the Catalog or
Curriculum section immediately after self-registering.
Back to Wizards contents
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Remove course assignments
In this section you will learn how to remove courses
or CBTs from Student Knowledge Positions.
Remove course assignments
From the Wizards
menu, find Remove or
Modify Course
Assignments and then
Run Wizard.
For this example we
are going to remove
Adding
Correspondence Notes
and Updating Visits
from the Physicians
Associates Student
position.
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Remove course assignments
Select Next Step until this screen. Select No to remove a CBT from a Student
Knowledge Position, which is under the Physicians Associates hierarchy.
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Remove course assignments
Select Next Step until this screen. In the Business Unit Name field type physicians to
see all of the Knowledge Positions for Physicians Associates.
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Remove course assignments
Select Next Step until this screen. Choose the Knowledge Position that you want to
remove the course from. This will affect all the users for this Knowledge Position. For
this example, choose Physicians Associates Student.
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Remove course assignments
Select Next Step until this
screen. Choose the course
Adding Correspondence
Notes and Updating Visits Try and then Remove.
Modify is listed as an option, but there is not a function tied to this option. Always select Remove when
using this wizard.
Also, you are able to remove any courses assigned to your Knowledge Position, but anything assigned to
Independent Practices is at a level above your organization and cannot be removed. These courses will not
show up in the Knowledge Position, but rather in the Catalog section.
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Remove course assignments
Select Next Step until this screen. Choose Yes to confirm removal of this course from
the Physicians Associates Student position. Select Next Step to complete the course
removal and exit the wizard.
Back to Wizards contents
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Change password
In this section you will learn how to use the wizard
to change your password. This is the same wizard
that the Student Knowledge Positions use to change
their passwords.
Change password
If you are in the
management role,
you will be provided a
username and
password when you
are introduced to the
CCP. You may want to
change that
password by finding
the Change Password
wizard and then Run
Wizard.
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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.
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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.
Back to Wizards contents
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Purchase CBT library subscription
For new customers, you already purchased a subscription with your
contract.
For upgrading customers, you can either purchase a CBT library
subscription through your Account Manager, Upgrade Coordinator, or
here on the CCP via PayPal.
Subscriptions can be 3-months or 12-months.
Subscriptions can be for PM only, EMR only or both libraries.
Purchase CBT library subscription
From the Wizards
menu, find CBT
Subscription and then
Run Wizard.
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Purchase CBT library subscription
Select Next Step until this screen. Complete all the form fields.
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Purchase CBT library subscription
Select Next Step until this screen. Select the desired length of
subscription.
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Purchase CBT library subscription
Select Next Step until this screen. Select the desired CBT library.
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Purchase CBT library subscription
Select Next Step until this screen. Once you have confirmed the total
cost, select Next Step.
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Purchase CBT library subscription
You will be redirected to PayPal where you can either log in with your
existing credentials, or create a new user profile. Once you have
completed your payment through PayPal, you will be returned to the
CCP with a success message. Log out then back in to the CCP and your
CBT library will be available.
Back to Wizards contents
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Run reports
The CCP provides the manager with tools to run customizable reports for the
following functions:
Business Unit level
registration report
Registrations by Business Unit report indicates what courses, users,
and other categories are associated with the Business Unit.
Physicians Associates is used for illustration purposes.
Knowledge Position
level report
Business Unit Employees report indicates what users are assigned to
specific Knowledge Positions.
Course level report
Registrations by Course report indicates what students are assigned
to each course, as well as if the course has been completed and
other categories.
Student level report
Registrations by Student report indicates the courses the specific
student has enrolled in, course completion and date of completion.
Run reports
The CCP provides the manager with tools to run customizable reports for the
following functions:
Business Unit level
information report
Business Unit Information report shows the detailed information
about a particular Business Unit within your reporting scope,
including all Knowledge Positions.
CBT Subscription
report
This report shows your subscription to the CBT Library, including
subscription start and end dates.
Run reports
Once in the CCP, the Tools
button is where the manager
will access all reports.
Click on each to go to that
report.
Registrations by Business Unit
Business Unit Employees
Registrations by Course
Registrations by Student
Business Unit Information
CBT Subscription
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Run reports – Registrations by Business Unit
Registrations by Business Unit
report indicates what courses,
users, and other categories
are associated with the
customer Business Unit.
For this example all the
categories are associated with
Physicians Associates.
From the Wizards menu, find
Registrations by Business Unit
and then View Report.
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Run reports – Registrations by Business Unit
The Report Wizard will help you to set up how the results will be displayed.
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Run reports – Registrations by Business Unit
Select Next Step until this screen.
Use the inside arrows to add or
subtract fields to be displayed in
the report.
From the Display Order section,
choose a field then click either the
Up or Down button to change the
order of how that field will be
displayed in the report.
The field at the top of the Display
Order will appear on the top left of
the report and the field at the
bottom will appear at the top right
of the report.
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Run reports – Registrations by Business Unit
Select Next Step until this screen.
Enter your search criteria and
your desired sort.
By searching physicians in the
Employee BU field, the report will
list all categories associated with
Physicians Associates.
Reports can be produced as an
Excel document, or as a Webpage.
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Run reports – Registrations by Business Unit
Select Next Step until this screen.
The finished report displayed as a
Webpage.
Back to Reports contents
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Run reports – Business Unit Employees
Business Unit Employees
report indicates what users
are assigned to specific
Knowledge Positions.
From the Wizards menu, find
Business Unit Employees and
then View Report.
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Run reports – Business Unit Employees
The Report Wizard will help you to set up how your report will display results.
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Run reports – Business Unit Employees
Select Next Step until this screen.
To run the report on the users for Physicians Associates, enter physicians in the Name
of Business Unit or Position.
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Run reports – Business Unit Employees
Select Next Step until this screen.
There are several Knowledge
Positions created for Physicians
Associates.
For this example, we will report on
the users associated with the
Physicians Associates Student Front
Office position.
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Run reports – Business Unit Employees
Select Next Step until this screen.
Use the inside arrows to add or
subtract fields to be displayed in
the report.
From the Display Order section,
choose a field then click either the
Up or Down button to change the
order of how that field will be
displayed in the report.
The field at the top of the Display
Order will appear on the top left of
the report and the field at the
bottom will appear at the top right
of the report.
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Run reports – Business Unit Employees
Select Next Step until this screen.
For this example we want to
search for Physicians Associates
employee Byron Black. Enter black
in the User Last Name field.
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Run reports – Business Unit Employees
Select Next Step until this
screen.
The finished report displayed
as a Webpage.
Back to Reports contents
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Run reports – Registrations by Course
Registrations by Course report
indicates what students are
assigned to each course, as
well as if the course has been
completed and other
categories.
From the Wizards menu, find
Registrations by Course and
then View Report.
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Run reports – Registrations by Course
The Report Wizard will help you to set up how your report will display results.
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Run reports – Registrations by Course
Select Next Step until this screen.
Use the inside arrows to add or
subtract fields to be displayed in
the report.
From the Display Order section,
choose a field then click either the
Up or Down button to change the
order of how that field will be
displayed in the report.
The field at the top of the Display
Order will appear on the top left of
the report and the field at the
bottom will appear at the top right
of the report.
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Run reports – Registrations by Course
Select Next Step until this screen.
For this example we want to
search for classes related to
entering a new patient.
Type new patient into the Course
Title field and select Next Step.
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Run reports – Registrations by Course
The finished report displayed as a Webpage.
The results show all courses related to new patient and the students registered to
those courses.
Back to Reports contents
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Run reports – Registrations by Student
Registrations by Student
report indicates the courses
the specific student has
enrolled in, course completion
and date of completion.
From the Wizards menu, find
Registrations by Student and
then View Report.
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Run reports – Registrations by Student
The Report Wizard will help you to set up how your report will display results.
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Run reports – Registrations by Student
Select Next Step until this screen.
Use the inside arrows to add or
subtract fields to be displayed in
the report.
From the Display Order section,
choose a field then click either the
Up or Down button to change the
order of how that field will be
displayed in the report.
The field at the top of the Display
Order will appear on the top left of
the report and the field at the
bottom will appear at the top right
of the report.
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Run reports – Registrations by Student
Select Next Step until this screen.
For this example we want to
search for classes assigned to
student Byron Black
Type black in the User Last Name
field and select Next Step.
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Run reports – Registrations by Student
The finished report displayed as a Webpage.
The results show all courses assigned to student Byron Black.
Back to Reports contents
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Run reports – Business Unit Information
Business Unit Information report
indicates what Knowledge
Positions have been created
under your organization’s
hierarchy.
From the Wizards menu, find
Business Unit Information and
then View Report.
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Run reports – Business Unit Information
The Report Wizard will help you to set up how your report will display results.
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Run reports – Business Unit Information
Select Next Step until this screen.
Use the inside arrows to add or
subtract fields to be displayed in
the report.
From the Display Order section,
choose a field then click either the
Up or Down button to change the
order of how that field will be
displayed in the report.
The field at the top of the Display
Order will appear on the top left of
the report and the field at the
bottom will appear at the top right
of the report.
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Run reports – Business Unit Information
Select Next Step until this screen.
For this example we want to leave
all the form fields empty to see all
of the Knowledge Positions
associated with this organization.
Choose if you want the report as
an Excel document or viewed as a
Web page.
Select Next Step to continue.
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Run reports – Business Unit Information
The finished report displayed as a Webpage.
The results show all Knowledge Positions created for this organization.
Back to Reports contents
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Run reports – CBT Subscription
CBT Subscription report
indicates what subscription
your organization has to a CBT
library and when the
subscription expires.
From the Wizards menu, find
CBT Subscription and then
View Report.
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Run reports – CBT Subscription
The Report Wizard will help you to set up how your report will display results.
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Run reports – CBT Subscription
Select Next Step until this screen.
Use the inside arrows to add or
subtract fields to be displayed in
the report.
From the Display Order section,
choose a field then click either the
Up or Down button to change the
order of how that field will be
displayed in the report.
The field at the top of the Display
Order will appear on the top left of
the report and the field at the
bottom will appear at the top right
of the report.
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Run reports – CBT Subscription
Select Next Step until this screen.
Select to display the results as
either a Webpage or an Excel
document. For this example, we
chose Webpage
Select Next Step.
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Run reports – CBT Subscription
The finished report displayed as a Webpage.
The results show the following:
• Start date
• Expiration date
• Duration
• CBT library
• Cost
Back to Reports contents
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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.
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.
The Centricity Customer Portal
uses state of the art servers and
the most current technology
available to deliver content
without interruption.
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.
Troubleshooting CBTs
What you need to know
Information about browsers
Network information
• 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/.
• 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.
• Latest browser versions – Your browser should be no older
than three years old. The current Internet Explorer version is
10.
• 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.
Information about PC and system
performance
• 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/.
CBT completions
• When taking a curriculum, you may find that one of the individual CBTs
within the curriculum will not reflect your completion. Typically, this is a
result of the CBT not being allowed to play until the GE logo appears. To
resolve, start the CBT again (it will pick up where it was left off) and allow
the CBT to reach the GE logo at the end. Once there, the CBT is finished,
and the CCP will receive the message that the CBT has been completed
and update the status. If you have followed these instructions and the
CBT is still not completing, contact us at [email protected], and
provide your name, organization and name of curriculum and we will
work with you to resolve the issue.
CCP performance
• For the CCP, each organization is on a shared server, which is located in
Denver, CO. Latency could be a factor during peak usage times during
the middle of the day. If your organization is on the East coast, you may
experience better performance taking CBTs earlier or later than during
peak times. Because all organizations are on the same server, if there is
a rare outage, all organizations are affected; therefore, most
performance issues occur at the individual network level.
Congratulations!
You are now ready to use the CCP and manage how CBTs are assigned to
groups of users and create reports.
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.
Remember, the Education Team has created several role-based curricula
that may be helpful for your practice.
If you have questions about using and managing the CCP , please contact
GE’s Education Team at [email protected]
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