STC | iQ (v. April 2018) User Guide|
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| STC | iQ (v. April 2018) User Guide |
This page is available for both State users and Organization/Facility users, but is different for each.
The Interface Form is the third tab section on the Provider Profile page for an organization/facility after it has been assigned to them. (This tab section does not appear on the Provider Profile page if an interface form has not yet been assigned to the provider.) This tab section is where information can be entered to assess the provider's onboarding readiness. Note that the version of the interface form used for the provider appears in the tab name for easier reference on the Interface Form Administration page.
To access a provider's interface form, first go to the Provider List page, add a new provider or locate the provider in the list (click on a header to open the section, if needed), and click the organization/facility name. The Provider Profile page opens for that provider, and the organization/facility name appears in the search bar. Click on the Interface Form tab to open that section of the page.
The interface form can contain up to six sections:
Click a section name (tab) to view the questions and responses for that part of the interface form. Make any changes as necessary, including responses to state-only questions, and click Save Changes.
To view the form as the provider sees it, click the Provider > Interface Form menu link. Any state-only questions/responses are not visible on this page. As long as the organization/facility name remains in the search bar, the Interface Form displayed is the correct form for the provider. If the organization/facility name is removed from or changed in the search bar, the interface form displayed on the Interface Form page (Provider > Interface Form) will represent the organization/facility in the search bar (or show no information, if the search bar is empty).
After the Provider user fills out the form and submits it, the interface form status changes to Submitted and the score is updated to match the responses. The status and score appear on both the Provider List and Provider Profile pages, and some of the provider's responses appear on the Healthcare Provider Onboarding Panel (see Onboarding / Healthcare Provider Onboarding Panel).
The State user can manually move the provider up or down in waitlist rank (if the Activate/Deactivate Waitlist and Ranking option is enabled on the Onboarding Preferences page) and/or change the provider's stage. Waitlist rank is not based on score due to different business rules that might be in play during the onboarding process (such as a provider needing to be placed on hold during a busy season, for example).
A list of providers that have submitted interface forms, along with the questions and answers for each provider's form, can be exported from the Provider List page (see Provider List).
Click
here to see an example Interface Form tab section (State user).
Providers can access and update their interface forms (once the State user has added a form for them) by clicking the Provider > Interface Form menu link. Each section of the form is displayed as a tab at the top of the page (Provider Info, EHR Info, etc.). The Provider Information section cannot be changed; otherwise, the Provider user can enter responses to the questions. When finished, click Save Changes to save the form without submitting it (to return to it later) or Submit to submit the interface form to the State. If there are any required questions and Submit is clicked, an error message appears listing the questions that still need responses, along with the name of the tab section where the question resides. No modifications can be made to a form after it has been submitted, although the answers can be viewed.
Note that if a State user has marked any of the questions as state-only, the Organization/Facility user is not able to see them on the form.
