New Mexico Division of Health Improvement ... - NM COR

User Guide
New Mexico Division of Health Improvement (DHI) Consolidated On-line Registry (COR)
Version 1.0
3.27.2006

NM DHICOR User Guide, V1.0
Document History
Version Date Changes
V1.0 03/27/06 Original Issue
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Table of Contents
1. Introduction............................................................................................................................. 1
2. General Requirements............................................................................................................. 2
2.1. System Requirements...................................................................................................... 2
2.2. System Access ................................................................................................................ 2
2.2.1. Log In...................................................................................................................... 2
2.2.2. Log Out ................................................................................................................... 3
2.3. New User ........................................................................................................................ 4
2.4. Application Disclaimer ................................................................................................... 5
2.5. Screen Samples ............................................................................................................... 7
3. Overview................................................................................................................................. 8
3.1. Screen Layout / Navigation ............................................................................................ 8
3.1.1. Internal COR Links................................................................................................. 9
3.1.2. External Links....................................................................................................... 11
3.2. Hyperlinks..................................................................................................................... 12
3.3. Drop-down List............................................................................................................. 12
3.4. Paging ........................................................................................................................... 13
3.5. Command Buttons ........................................................................................................ 14
4. My Profile ............................................................................................................................. 15
4.1.1. Security Question.................................................................................................. 15
4.1.2. New Password....................................................................................................... 16
4.1.3. Alternate Contact .................................................................................................. 16
4.1.4. Change Password.................................................................................................. 16
4.1.5. Password Expiration ............................................................................................. 18
4.2. Forget Your Password................................................................................................. 20
4.2.1. Not Me .................................................................................................................. 21
5. Searches ................................................................................................................................ 24
5.1. Audit Trail..................................................................................................................... 24
6. Reports .................................................................................................................................. 28
6.1. Caregivers Report - Data Custodian, Investigator/Surveyor Roles .............................. 28
6.1.1. Caregiver with Multiple Applications .................................................................. 28
6.1.2. Number of Caregivers By Provider ...................................................................... 30
6.1.3. Caregiver Info by Provider ................................................................................... 32
6.1.4. Caregiver Info Detail ............................................................................................ 35
6.2. Caregivers Report - Provider Role................................................................................ 38
6.2.1. Caregiver Info by Provider ................................................................................... 38
6.2.2. Caregiver Info Detail ............................................................................................ 40
7. Glossary ................................................................................................................................ 42
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List of Figures
Figure 1: Login Screen................................................................................................................... 2
Figure 2: Logout Hyperlinks.......................................................................................................... 3
Figure 3: Logout Screen................................................................................................................. 3
Figure 4: Expired Session .............................................................................................................. 4
Figure 5: New User Hyperlink....................................................................................................... 4
Figure 6: Welcome New User Screen............................................................................................ 5
Figure 7: Disclaimer Screen........................................................................................................... 6
Figure 8: Disclaimer Screen – I Decline Results........................................................................... 6
Figure 9: Screen Layout................................................................................................................. 8
Figure 10: Screen Layout – Internal COR Links......................................................................... 10
Figure 11: Screen Layout – External Links ................................................................................. 11
Figure 12: Hyperlink Sample....................................................................................................... 12
Figure 13: Drop-down List .......................................................................................................... 12
Figure 14: Drop-down List Selection .......................................................................................... 13
Figure 15: Sample of Paging Ellipsis .......................................................................................... 13
Figure 16: My Profile Screen....................................................................................................... 15
Figure 17: Change Password ....................................................................................................... 17
Figure 18: Change Password – New Password ........................................................................... 17
Figure 19: Change Password – Successful Change ..................................................................... 18
Figure 20: Change Password - Password About to Expire.......................................................... 19
Figure 21: Change Password – Successful Change ..................................................................... 20
Figure 22: Login Screen – Forgot Password Hyperlink .............................................................. 20
Figure 23: Forgot Password Screen ............................................................................................. 21
Figure 24: Forgot Password – Enter New Password ................................................................... 22
Figure 25: Not Me – Pop-up window .......................................................................................... 22
Figure 26: Not Me – Log Out Screen .......................................................................................... 23
Figure 27: Login Screen – Password Change Successful............................................................ 23
Figure 28: Audit Trail Search Fields ........................................................................................... 24
Figure 29: Audit Trail – Activity Drop-down list........................................................................ 24
Figure 30: Calendar Pop-up......................................................................................................... 25
Figure 31: Calendar Pop-up – Month Drop-down List................................................................ 25
Figure 32: Calendar Pop-up – Year Drop-down List................................................................... 26
Figure 33: Audit Trail – Provider Drop-down List...................................................................... 26
Figure 34: Audit Trail Search Results ......................................................................................... 27
Figure 35: Audit Trail Search Results - Sorted............................................................................ 27
Figure 36: Caregiver with Multiple Applications Report Screen ................................................ 28
Figure 37: Caregiver with Multiple Applications – No of Applications and above.................... 29
Figure 38: Caregiver with Multiple Applications - Hyperlink .................................................... 29
Figure 39: Caregiver with Multiple Applications Result............................................................. 29
Figure 40: Number of Caregivers By Provider – Provider Name ............................................... 30
Figure 41: Number of Caregivers By Provider – Provider Name Report.................................... 30
Figure 42: Number of Caregivers By Provider – All Providers .................................................. 30
Figure 43: Number of Caregivers By Provider – All Providers Results...................................... 31
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Figure 44: Number of Caregivers By Provider – Facility Number Results................................. 31
Figure 45: Caregiver Report Screen ............................................................................................ 32
Figure 46: Caregiver Info by Provider Report – Report List....................................................... 32
Figure 47: Caregiver Info by Provider Report – Search Criteria................................................. 32
Figure 48: Caregiver Info by Provider Report – Provider List.................................................... 33
Figure 49: Caregiver Info by Provider Report Results ................................................................ 34
Figure 50: Caregiver Info Detail Report – Report List................................................................ 35
Figure 51: Caregiver Info Detail Report – Search Criteria.......................................................... 36
Figure 52: Caregiver Info Detail Report – Search String ............................................................ 36
Figure 53: Caregiver Info Detail Results..................................................................................... 37
Figure 54: Caregiver Report Screen – Provider Role .................................................................. 38
Figure 55: Caregiver Info by Provider - Report List - Provider Role.......................................... 38
Figure 56: Caregiver Info by Provider Report– Search Criteria – Provider Role ....................... 38
Figure 57: Caregiver Info by Provider Report – Provider List – Provider Role.......................... 39
Figure 58: Caregiver Report Display on Screen – Provider Role................................................ 39
Figure 59: Caregiver Info Detail Report – Report List – Provider Role ..................................... 40
Figure 60: Caregiver Info Detail Report – Search Criteria – Provider Role ............................... 40
Figure 61: Caregiver Info Detail Report – Search String – Provider Role.................................. 40
Figure 62: Caregiver Info Detail on Screen – Provider Role....................................................... 41
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List of Tables
Table 1: Screen Layout Description .............................................................................................. 9
Table 2: List of Internal COR Links............................................................................................ 10
Table 3: List of External Links .................................................................................................... 12
Table 4: Command Buttons ......................................................................................................... 14
Table 5: Provider Screen Explanation ......................................................................................... 35
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1. Introduction
The New Mexico Department of Health (NMDHI) maintains a policy for “zero
tolerance of abuse, neglect and exploitation” as established in the Caregivers
Criminal History Screening Act (The Act). With the expressed intent to “protect the
health and safety of vulnerable individuals who require care in long term care
facilities and/or by other health care providers”, Division of Health Improvement
(DHI) makes selected elements of its Caregiver Criminal History Screening Program
(CCHSP) application available to authorized healthcare employers. Additionally,
DHI intends to expand the CCHSP data with other related information to provide a
consolidated and comprehensive repository supporting healthcare worker
employment suitability determination.
The existing DHI Caregivers Criminal History Screening Program (CCHSP) is a
client-server application (Visual Basic 6 and MS SQL Server) and is maintained by
DHI personnel. The focus is to make segments of the CCHSP data available and to
expand that data with other related information sources including: Nurse Aide
Registry (NAR), New Mexico Employee Abuse Registry (EAR) and New Mexico Sex
Offender information.
The New Mexico Consolidated On-line Registry (NMCOR) application provides a onestop
repository for NM healthcare employers to quickly ascertain suitability for new
healthcare employees. It is made available to authorized New Mexico users via the
Internet. Other data sources may be added in the future.
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2. General Requirements
2.1. System Requirements
The New Mexico Division of Health Improvement Consolidated On-line Registry
(NM DHICOR) application is accessed through the Web and supports Internet
Explorer 5.5 or greater browser and Netscape Communicator 6 or greater (including
Firefox) browsers. In addition, Adobe's Acrobat® Reader® application is needed to
view reports.
2.2. System Access
2.2.1. Log In
♦ Upon log in to the NM DHICOR application, the LOGIN screen is displayed.
Figure 1: Login Screen
♦ Enter the User Name and press TAB.
♦ Enter the Password and click on SUBMIT. (Passwords are case sensitive.)
Note: After 3 unsuccessful attempts, the account is automatically locked.
Contact your System Administrator.
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2.2.2. Log Out
♦ To log out, click on the Logout hyperlinks located in the upper right corner of
the top banner and
Logout Hyperlink
in the lower left corner of the screen.
Logout Hyperlink
Figure 2: Logout Hyperlinks
♦ The system displays a message indicating that you have been logged out.
Figure 3: Logout Screen
Note: When there is no activity for more than 30 consecutive minutes, the
system will automatically end the user's session.
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Figure 4: Expired Session
2.3. New User
If you are logging in for the first time, instead of using the normal LOGIN screen,
you must click on the New User hyperlink.
New User hyperlink
Figure 5: New User Hyperlink
♦ The Welcome New User screen displays.
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Figure 6: Welcome New User Screen
♦ Enter the User Name. Press TAB.
♦ Enter the Access Code. (Refer to the Letter)
♦ Click on SUBMIT.
Note: This is the only time you will use the provided Access Code to log
in. All other logins will require a Password.
♦ The Disclaimer page displays. (Refer to section 2.4.)
♦ The user is directed to the appropriate screen for their user role.
2.4. Application Disclaimer
Each time you log in, a disclaimer message displays. Please read and select the
appropriate action.
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Figure 7: Disclaimer Screen
♦ If I ACCEPT is selected, the user continues to the next appropriate screen.
♦ If I DECLINE is selected, the user is logged out of the system and returned to
the Login screen.
Figure 8: Disclaimer Screen – I Decline Results
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♦ If PRINT is selected, the page is printed to the user's designated printer.
2.5. Screen Samples
For privacy reasons, information used in screen samples has been altered.
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3. Overview
3.1. Screen Layout / Navigation
When a user logs in to NM DHICOR, the first screen that displays depends on the
user’s role. Figure 9 is a sample screen, describing the screen layout. Refer to
Table 1 for the description of each area.
1
1
5
2
3
1
4
6
Figure 9: Screen Layout
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Table 1 contains a description of each of the sections.
Area
Table 1: Screen Layout Description
Description
1 Main Menu Bar The main menu bar displays at the left, right
and bottom of the screen at all times. Use
this bar to navigate through the system
areas.
2 Screen Content This is where the COR information displays.
Any new information is entered in the Screen
Content area.
3 Page Number Page numbers indicate that there are more
pages for the particular screen. To go to the
next page, click on the page number
hyperlink. To go to the previous page, click
on the previous page number.
4 508 Compliance
Information
Displays the 508 compliant date and if
having any issues, a link to get more
information.
5 Command Buttons Command Buttons let you perform a specific
task.
6 COR Contact Info Displays the COR contact information.
3.1.1. Internal COR Links
To access areas/pages within the NM DHICOR application, use the internal links
located in the top and bottom part of the screen. Additional links are also in the left
side bar. They are noted in Figure 10.
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Internal COR Links
Internal COR Links
Internal COR Links
Figure 10: Screen Layout – Internal COR Links
Note: The available options on the NM DHICOR screen will depend on
the user’s role. Not all users will be able to access all system areas.
Table 2 contains a brief description of each of the Internal COR Links.
Table 2: List of Internal COR Links
Internal COR Links
Audit Trail
Caregivers
Help
Logout
Description
Takes users to the Audit Trail section. This is
available to all user roles except the Data
Custodian.
Takes users to the Caregivers report. This is
available to all user roles.
Displays the User Manual in PDF format.
Allows users to close the COR application.
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Internal COR Links
MyProfile
Users
Description
Takes users to their profile screen.
Takes users to view the list of user
information. This is available to the
Administrator and Manager user roles.
3.1.2. External Links
NM DHICOR provides access to outside web sites for additional information. They
are noted in Figure 11.
External Links
External Links
External Links
External Links
Figure 11: Screen Layout – External Links
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Table 3 contains a brief description of each of the External Links.
Table 3: List of External Links
External Links
DHI
LEIE
Sex Offenders
NM Courts
Description
New Mexico Division of Health Improvement
HHS Office of Inspector General, List of Excluded
Individuals/Entities Search
State of New Mexico Sex Offender Information
State of New Mexico Courts Information Center
3.2. Hyperlinks
Hyperlinks are links that take the user to a particular part of a screen or to another
page. They are functional when the word(s) is underlined. Below is an example.
Figure 12: Hyperlink Sample
In the above example, if the user clicks the words "Generate Report," the system
will take the user to an online report screen.
3.3. Drop-down List
At times, selections are made from a drop-down list.
Figure 13: Drop-down List
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To make a selection, click the down arrow. The available options display in a list.
Click on the desired selection.
Figure 14: Drop-down List Selection
3.4. Paging
When there are a large number of records, the system uses a Paging feature to
display the information on multiple screens. The page numbers display at the
bottom of the information. Each number is a link to another screen. You can click
the numbers to move to the different screens in the program.
ellipsis
ellipsis
Figure 15: Sample of Paging Ellipsis
The ellipsis ("…") indicates there are more pages. To view the additional page
numbers, click the ellipsis link.
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3.5. Command Buttons
Command buttons are used throughout the NM DHICOR system. A brief
description of the some of the command buttons is listed in Table 4.
Table 4: Command Buttons
Command Buttons
DISPLAY
CANCEL
CLEAR
ADD USER
PRINT LETTER
ENABLE
DISABLE
SUBMIT
Function
Displays the selected information in a
search request.
Cancels the particular request without
saving any new information.
Clears the field where a selection has
been made in a search request.
Takes the user to the Add User
screen to add user accounts.
Displays the New User letter for the
designated user. If no user is
designated, the system prints a letter
for each user with the status of
"Pending."
Enables the designated user's
account.
Disables the designated user's
account.
Saves the information to the system.
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4. My Profile
Whenever a new account is added, a user profile is automatically created. After a
new user logs in and accepts the disclaimer page, they are directed to their user
profile screen. All the non-editable fields are displayed in the top part of the screen.
Figure 16: My Profile Screen
4.1.1. Security Question
To verify a user's identity, a question and answer showing some personal
knowledge of the account user is requested.
♦ Select the Security Question from the drop-down list.
Figure 17: Security Question Drop-down List
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♦ Enter the answer in the Security Answer.
♦ Re-enter the Security Answer.
♦ Click on SUBMIT.
4.1.2. New Password
A password must be changed within 60 days of the last time it was changed.
♦ Enter the New Password.
Note: A valid password must be between 8 and 14 characters long. It
must contain at least one lowercase letter (a-z), one uppercase letter (A-Z), one
digit (0-9), and one special character (` ~ ! @ # $ % ^ & * ( ) _ + -= { } | [ ] \ : , .).
The digits and special characters must be in the middle of the password, not the
first or last character. Passwords are case sensitive. You cannot reuse a password
until you have had at least 10 unique passwords in a row. You must use the
password at least for 1 day before it can be changed. The System Administrator
can change the password at any time.
♦ Re-enter the password in the Retype Password field.
♦ Click on SUBMIT.
4.1.3. Alternate Contact
♦ Select the Contact Status, Primary or Alternate, from the drop-down list.
♦ Enter the First Name. Press TAB.
♦ Enter the Last Name. Press TAB.
♦ Enter the User Name/email in the User Name field.
Note: The User name is the user's email address.
♦ Enter the phone number for the user.
♦ Click on SUBMIT.
4.1.4. Change Password
A password must be changed within 60 days of the last time it was changed. This
may be done anytime prior to the 54 th day by using the Change Password process.
♦ Click on Change Password in the MyProfile screen.
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Figure 18: Change Password
♦ The My Profile screen redisplays to show the "New Password" and "Retype
New Password" fields.
Figure 19: Change Password – New Password
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♦ Enter the New Password.
Note: A valid password must be between 8 and 14 characters long. It
must contain at least one lowercase letter (a-z), one uppercase letter (A-Z), one
digit (0-9), and one special character (` ~ ! @ # $ % ^ & * ( ) _ + -= { } | [ ] \ : , .).
The digits and special characters must be in the middle of the password, not the
first or last character. Passwords are case sensitive. You cannot reuse a password
until you have had at least 10 unique passwords in a row. You must use the
password for at least 1 day before it can be changed. The System Administrator
can change the password at any time.
♦ Re-enter the password in the Retype Password field.
♦ Click on SUBMIT.
♦ The Login screen displays with a confirmation message that the password
was successfully changed.
Figure 20: Change Password – Successful Change
♦ Log in using your new password.
4.1.5. Password Expiration
Passwords need to be changed every 60 days. If the expiration date for your
password is between the 54 th and 60 th day, the system displays a message on the
MyProfile screen requiring you to change your password after log in.
This message is displayed after the Disclaimer screen is accepted.
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Figure 21: Change Password - Password About to Expire
♦ Enter the New Password.
Note: A valid password must be between 8 and 14 characters long. It
must contain at least one lowercase letter (a-z), one uppercase letter (A-Z), one
digit (0-9), and one special character (` ~ ! @ # $ % ^ & * ( ) _ + -= { } | [ ] \ : , .).
The digits and special characters must be in the middle of the password, not the
first or last character. Passwords are case sensitive. You cannot reuse a password
until you have had at least 10 unique passwords in a row. You must use the
password for at least 1 day before it can be changed. The System Administrator
can change the password at any time.
♦ Re-enter the password in the Retype Password field.
♦ Click on SUBMIT.
♦ The Login screen displays with a confirmation message that the password
was successfully changed.
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Figure 22: Change Password – Successful Change
♦ Log in using your new password.
4.2. Forget Your Password
If you forget your password, follow the procedures below:
♦ Enter your User Name.
♦ Click on the Forgot Password hyperlink in the Login screen.
Forgot Password Hyperlink
Figure 23: Login Screen – Forgot Password Hyperlink
♦ The following screen displays.
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Figure 24: Forgot Password Screen
♦ Enter your user name in the "User Name" field. Press TAB.
♦ Select your Security Question from the drop-down list. Press TAB.
♦ Enter you answer in the "Security Answer" field.
♦ Click on SUBMIT.
♦ The Disclaimer screen displays.
♦ Click on I ACCEPT and the User Profile screen displays.
4.2.1. Not Me
♦ If the profile information is not for the correct user, click on NOT ME.
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Figure 25: Forgot Password – Enter New Password
♦ The following pop-up window displays.
Figure 26: Not Me – Pop-up window
♦ Click on OK.
♦ The following screen displays, logging out the user.
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Figure 27: Not Me – Log Out Screen
If the profile information is correct, follow the procedures below.
♦ Enter the new password in the New Password field.
♦ Re-enter the new password in the "Retype New Password" field.
♦ Click on SUBMIT.
♦ The Login screen displays with a confirmation message indicating that the
password was successfully changed.
Figure 28: Login Screen – Password Change Successful
♦ Proceed with the login process using the new password.
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5. Searches
5.1. Audit Trail
The Audit Trail search displays system activities for the given user name, and/or
selected activity for a designated time period. This is available to all user roles
except Data Custodian.
Figure 29: Audit Trail Search Fields
♦ Enter the user name in the "User Name" field.
♦ Select the activity from the Activity drop-down list.
Note: Not all activities are available to each user roles.
Figure 30: Audit Trail – Activity Drop-down list
♦ To select the date range for the search, use the From and To calendar fields.
Click on the Calendar icon, , for each field.
♦ The calendar pop-up window displays.
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Figure 31: Calendar Pop-up
♦ Select the date within the displayed month by clicking on the day
♦ To select a specific month, day and year, use the each drop-down list for the
month and year.
Figure 32: Calendar Pop-up – Month Drop-down List
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Figure 33: Calendar Pop-up – Year Drop-down List
♦ Click on the specific day.
♦ Select the provider from the Provider drop-down list.
Figure 34: Audit Trail – Provider Drop-down List
♦ Click on Display command hyperlink.
♦ The results of the Audit Trail Search are displayed.
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Figure 35: Audit Trail Search Results
♦ You can sort the results by clicking on any of the column headers.
Column Headers
Figure 36: Audit Trail Search Results - Sorted
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6. Reports
The Caregiver report section is available to all user roles. The Provider role has
limited access only to the caregivers in their group and is discussed in a separate
section.
6.1. Caregivers Report - Data Custodian,
Investigator/Surveyor Roles
The Caregivers report has four different options:
♦ Caregiver with Multiple Applications
♦ Number of Caregivers by Provider
♦ Caregiver Info by Provider
♦ Caregiver Info Details
Each option is discussed in the paragraphs below.
6.1.1. Caregiver with Multiple Applications
The Caregiver with Multiple Applications report displays a list of caregivers and the
number of applications for which they are responsible.
Figure 37: Caregiver with Multiple Applications Report Screen
♦ Select the number of applications from the drop-down list.
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Figure 38: Caregiver with Multiple Applications – No of Applications and above
♦ Click on Caregiver with Multiple Applications hyperlink.
Figure 39: Caregiver with Multiple Applications - Hyperlink
Figure 40: Caregiver with Multiple Applications Result
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6.1.2. Number of Caregivers By Provider
The Number of Caregivers by Provider report list of the number of caregivers for
each provider.
♦ You may enter a specific Provider's name in the Provider Name field to get
the number for only that provider. In this example, we are requesting
information for the provider, Aspen House # 2.
Figure 41: Number of Caregivers By Provider – Provider Name
The Number of Caregivers is displayed for provider, Aspen House # 2
Figure 42: Number of Caregivers By Provider – Provider Name Report
♦ To get a list of the number of caregivers for all providers, just click on the
Number of Caregivers by Provider hyperlink.
Figure 43: Number of Caregivers By Provider – All Providers
♦ A list starting with the highest number of caregivers is displayed.
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Figure 44: Number of Caregivers By Provider – All Providers Results
♦ You can also sort by the Facility Number when you click on the column
header.
Figure 45: Number of Caregivers By Provider – Facility Number Results
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6.1.3. Caregiver Info by Provider
♦ Select the Caregiver screen from the Caregivers hyperlink.
♦ The following screen displays.
♦ The Report List automatically goes to the Caregiver Info by Provider
selection.
Figure 46: Caregiver Report Screen
♦ Select the option, Caregiver Info By Provider, from the Report List drop-down
list.
Figure 47: Caregiver Info by Provider Report – Report List
♦ Select the Search Criteria from the drop-down list. In this example, we are
selecting the option, Provider Name.
Figure 48: Caregiver Info by Provider Report – Search Criteria
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♦ Select the Provider from the Provider drop-down list. In this example, we are
selecting the option, Aspen House #2.
Figure 49: Caregiver Info by Provider Report – Provider List
♦ Click on the Generate Report hyperlink.
♦ The report displays on screen.
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♦ The report displays on screen.
Total Number of Records
Show All 12 Page(s) hyperlink
Generate PDF
3
1
4
2
6
5 7
Pages hyperlinks
Figure 50: Caregiver Info by Provider Report Results
♦ The report displays 2 names at a time, sorted by the Social Security Number.
♦ To view the pages, click on the page number hyperlink (refer to section 3.2 for
paging information).
♦ To view all caregivers on one scrollable page, click on Show All 12 Page(s)
hyperlink.
♦ Click on the Generate PDF hyperlink to create a PDF file on screen. It will
display in a separate browser window.
♦ Use the print command to send the file the designated printer.
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Refer to Table 5 for an explanation of the fields in the Caregiver Info by Provider
Report.
Field
Table 5: Provider Screen Explanation
Explanation
1) Name and SSN First and Last name of Provider and
Social Security Name
2) CCHSP Clearance –
Status / Date
Status (if cleared, a checkmark appears)
and date of CCHSP Clearance
3) DOB Date of Birth
4) EAR Abuse Status Employee Abuse Registry Abuse status
5) Cert Status – Expired Date Certification Status and Expiration Date
6) NAR ANE – Finding / Date Type of Nurse Aide Registry (NAR) and
Abuse, Neglect, Exploitation (ANE)
finding and date
7) Sex Offenders Link to State of New Mexico Sex Offender
Information
6.1.4. Caregiver Info Detail
♦ Select the Caregiver screen from the Caregivers hyperlink.
♦ The Caregiver screen displays.
♦ Select the option, Caregiver Info Detail, from the Report List drop-down list.
Figure 51: Caregiver Info Detail Report – Report List
♦ Once the selection of Caregiver Info Detail is made, the Provider List field is
deleted.
♦ Select the Search Criteria option. In this example, we are selecting the
option, Last Name.
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Figure 52: Caregiver Info Detail Report – Search Criteria
♦ If you wish to limit the search to a particular group of Providers, i.e., only the
all providers with the name of Aspen, enter the option in the Search String
field. For this example, we are limiting the search to the providers with the
name of Aspen.
Figure 53: Caregiver Info Detail Report – Search String
♦ Click on the Generate Report hyperlink.
♦ The report displays on screen.
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Total Count of Records
Show All 25 Page(s) hyperlink
Generate PDF
Pages hyperlink
Figure 54: Caregiver Info Detail Results
♦ The report displays 2 names at a time, sorted by the Social Security Number.
♦ To view the pages, click on the page number hyperlink (refer to section 3.2 for
paging information).
♦ To view all caregivers on one scrollable page, click on Show All 25 Page(s)
hyperlink.
♦ Click on the Generate PDF hyperlink to create a PDF file on screen. It will
display in a separate browser window.
♦ Use the print command to send the file the designated printer.
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6.2. Caregivers Report - Provider Role
The Caregivers report has two different options under the Report List: Caregiver
Info by Provider and Caregiver Info Details. Each option is discussed in the
paragraphs below.
6.2.1. Caregiver Info by Provider
♦ Select the Caregiver screen from the Caregivers hyperlink.
♦ The following screen displays.
♦ The Report List automatically goes to the Caregiver Info by Provider
selection.
Figure 55: Caregiver Report Screen – Provider Role
♦ Select the Report List from the drop-down list.
Figure 56: Caregiver Info by Provider - Report List - Provider Role
♦ Select the Search Criteria from the drop-down list. In this example, we are
selecting the option, Provider Name.
Figure 57: Caregiver Info by Provider Report– Search Criteria – Provider Role
♦ The Provider List is pre-populated with the Provider's name.
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Figure 58: Caregiver Info by Provider Report – Provider List – Provider Role
♦ Click on the Generate Report hyperlink.
♦ The report displays on screen.
Total Count of Records
Show All 8 Page(s) hyperlink
Generate PDF
Pages hyperlinks
Figure 59: Caregiver Report Display on Screen – Provider Role
♦ The report displays 2 names at a time.
♦ To view the individual pages, click on the page number hyperlink (refer to
section 3.2 for paging information).
♦ To view all caregivers on one scrollable page, click on Show All 12 Page(s)
hyperlink.
♦ Click on the Generate PDF hyperlink to create a PDF file on screen. It will
display in a separate browser window.
♦ Use the print command to send the file the designated printer.
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6.2.2. Caregiver Info Detail
♦ Select the Caregiver screen from the Caregivers hyperlink.
♦ The Caregiver screen displays.
♦ From the Report List, select Caregiver Info Detail.
Figure 60: Caregiver Info Detail Report – Report List – Provider Role
♦ Once the selection of Caregiver Info Detail is made, the Provider List field is
deleted.
♦ Select the Search Criteria option. In this example, we are selecting the
option, SSN.
Figure 61: Caregiver Info Detail Report – Search Criteria – Provider Role
♦ Enter the SSN you wish to search for. For this example, we are searching for
649999999.
Figure 62: Caregiver Info Detail Report – Search String – Provider Role
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♦ Click on the Generate Report hyperlink.
♦ The report displays on screen.
Total Count of Records
Show All 1 Page(s) hyperlink
Generate PDF
Figure 63: Caregiver Info Detail on Screen – Provider Role
♦ The report displays the provider information.
♦ Click on the Generate PDF hyperlink to create a PDF file on screen. It will
display in a separate browser window.
♦ Use the print command to send the file the designated printer.
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7. Glossary
ANE
Caregiver
CCHSP
COR
DHI
DOB
EAR
NAR
PDF
Provider
SSN
Term
Definition
Abuse, Neglect, and Exploitation
An individual providing healthcare services within
the State of New Mexico.
Caregivers Criminal History Screening Program
Consolidated On-line Registry
Division of Health Improvement
Date of Birth
Employee Abuse Registry. A repository of
employee charges such as misconduct, sexual
harassment, etc., that are not Abuse, Neglect or
Fraud related.
Nurse Aide Registry. A repository of certification
information and Abuse, Neglect and Fraud
information.
Adobe® Acrobat Portable Document Format
An institution that hires and pays for healthcare
caregivers.
Social Security Number
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