STC | iQ 1.16.8.1 User Guide

Introduction to STC | iQ

STC | iQ is an interoperability portal that serves two main functions:

It allows providers (Organization and Facility users) who submit HL7 patient and vaccination data to an IIS to measure their progress toward completion of performance and quality goals. Providers have access to data about the number of HL7 messages sent during a given time period and information about any errors or warnings in the sent data.

Note: Facility users can view data related to their assigned organization/facility, while Organization users can view data for any facility within their assigned organization.

It allows State users access to the same data quality information, plus the ability to onboard new providers (and review the eligibility of new providers to be onboarded).

For an idea of how users might normally use iQ, see State User Workflow and Organization/Facility User Workflow.

The topics below give an overview of the application's functionality for State users.

Onboarding Stages, Waitlisting, Ranking & Scoring

During the onboarding process, State users may want to rank individual providers based on their potential ability to be easily onboarded, or even to place a provider on a waitlist to allow for a period of time to pass before continuing the onboarding process. Onboarding stages, waitlisting, waitlist ranking, and scoring can be used to control where providers are slotted during the overall onboarding process for all providers.

Onboarding Stages

There are four required onboarding stages - Pre-Discovery, Waitlisted Ready, Waitlisted Not Ready, and Production - and the ability to add additional optional stages, such as Planning, Pre-Discovery, and Pre-Go Live. These stages are used throughout the application and providers can easily be moved between stages. State users can configure which optional stages are used on the Onboarding Preferences page. To easily see which providers are currently in which onboarding stage, see the three tab sections on the Provider List page.

Use each of the onboarding stages as a method for keeping track of where each provider is in the onboarding process and advance a provider (by selecting the next stage from the drop-down list) when they are ready to move on to the next steps.

Waitlisting

Two of the required onboarding stages are Waitlisted Ready and Waitlisted Not Ready. These stages provide a way to put a provider on "hold" during the onboarding process. For example, use:

Waitlisted Ready - When a provider is ready to be onboarded, but the State is currently unable to start the onboarding process with them. For example, there may be staffing issues where there are not enough employees to onboard all of the providers that are ready to be onboarded. In this case, the provider would remain in Waitlisted Ready status until a State user has time to complete the onboarding process with the provider.
Waitlisted Not Ready - When a State user decides a provider is not ready to be onboarded for some reason. This stage might be used, for example, if a provider indicates they do not immunize patients, they are having issues with their EHR, they only administer a few vaccinations a week, or have some other reason that prevents immediate onboarding.

Note that the Waitlisted Ready and Waitlisted Not Ready onboarding stages are different from the Waitlist Ranking. The Waitlisted Ready and Waitlisted Not Ready onboarding stages can be used with or without Waitlist Ranking, and Waitlist Ranking can be used with all onboarding stages.

Waitlist Ranking

Within each stage on the Provider List page, providers can be ranked based on what order they are to be processed within the stage. State users manually rank providers and can easily change a provider's rank at any time. Some users may wish to rank providers based on the responses given on their Interface Form, while other uses may want to onboard all of the facilities for a particular organization first, before moving on to another organization. By using the ranking system, users can easily see on the Provider List page which provider is next on the list for each onboarding stage. Note that the Activate/Deactivate Waitlist and Ranking option must be enabled on the Onboarding Preferences page in order to view the Waitlist Ranking column on the Provider List page.

Scoring

When creating the Interface Form, State users can weigh many of the responses so that if a provider selects a certain response, their overall score increases. Providers with higher overall scores on the interface form may be able to be onboarded faster and more easily than providers with lower scores. For example, a user could give the Yes response a higher weight than the No response on the "Does your EHR have the ability to use a bi-directional interface" question, if a Yes answer is important in determining how easily a provider can be onboarded.

Pre-Production versus Production

On the pages that show HL7 messaging and quality data for providers, a drop-down list is available to switch between Pre-Production and Production. This drop-down allows users to switch between test (pre-production) and live (production) data for review purposes. For example, if a provider is in a pre-production testing stage, real data should not be sent to the live IIS database. In that case, select Pre-Production from the drop-down list. When the provider finally goes live, select Production from the drop-down list so that the monitored data can be assessed for true quality.