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idNQIIC TO2 Onboarding Training


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titleWelcome


Section

Welcome to the HCQIS Community


Welcome to the Health Care Quality Information Systems (HCQIS) Community. As a part of the HCQIS Community, you will have access to several tools that are a part of our QualityNet IT Services tool suite. These tools enable CMS stakeholders to submit information on the quality of health care provided to their constituents. From their submissions, stakeholders receive reports on their quality scores that can ultimately improve beneficiary care and determine Medicare and Medicaid payment amounts. 

Your organization has been approved for the following services:

  • HARP

  • DARRT

  • Data & Analytics

  • FileCloud

  • MFT

  • PRSQualtrics (Info to be provided)

  • QMARS
  • ServiceNow

Training resources and videos as well as downloadable handouts for getting started are provided for each service under the QualityNet IT Services tab. For a complete description of all services offered to the community and instructions on how to gain access, refer to Access to Services.

In addition to the services listed above, the following communications tools are available for your use:

  • QualityNet Forum
  • Memos
  • QualityNet Mailer

Refer to the Communications Tools tab for specific details about each tool and how they can assist you in support  of your contract deliverables.



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titleHARP


Section

HARP


HCQIS Access Roles and Profile (HARP) is a secure identity management portal provided by the Centers for Medicare and Medicaid Services (CMS). Creating an account via HARP provides users with a user ID and password that can be used to sign into many CMS applications. It also provides a single location for users to modify their user profile, change their password, update their challenge question, and add and remove two-factor authentication devices.



Training Resources:

Getting Started with HARP

HARP Security Official Handout Download

HARP User Handout Download

Frequently Asked Questions



Training Videos:

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HARP User Profile


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OKTA Verify

Allows you to receive push notifications from the app and just select “Approve” or “Deny” when prompted for multifactor authentication. 

Google Authenticator 

Section

DARRT


The Deliverable Administration Review and Repository Tool (DARRT) is a cloud-based solution providing a program management tool for CMS and Quality Improvement Organization (QIO) users. It provides the following functions:

  • Deliverables - Provides CMS CCSQ contractors, CCSQ Central Office staff, and CMS Regional Office staff a central location for the submission, review, and storage of Quality Improvement contractor related artifacts and including, but not limited to, Contract Deliverables and Quality Measure Reports.

  • Quality Improvement Initiative (QII) - Initiation and tracking.

Training Resources:

This role should be given to the person at your
Expand
titleQuick Start Guide

Step 1:  If If you do not yet have a HARP account or an EIDM or EUA account, register for a HARP ID. For instructions on the process, refer to the HARP handout.

Step 2: Once the HARP account has been created, log in to DARRT (https://darrt.cms.gov/) to submit your role request. 


Anchor
Roles
Roles
Which role do I choose?

Each contractor must have at least one Security Official designated to process user requests or additional Security Official role requests.

Capability

Role

This role should be given to the person at your

Role

Capability

User Admin

organization who is responsible for approving, deleting, rejecting, deactivating role requests within your organization for Submitter and Support Contractor roles; generally, the Security Official. Users with this role will be able to::

  • View users

  • Modify users (approve roles, delete role requests, reject role requests, and deactivate roles)

Submitter
User Admin

Users with this role will be able to:

  • Submit deliverable documentation for assigned deliverables

  • View deliverable instances for assigned deliverables

  • Create QII referrals

  • Modify QII referrals

  • View QII details

  • Download QII documentation

  • View reports

Submitter
Reviewer (COR)

This role

should be given to

is for the CMS COR who is responsible for approving, rejecting, and acknowledging

deliverable

deliverables that are ready for review. Users with this role will be able to:

  • View deliverable instances for assigned deliverables

  • Download deliverable documentation

  • Review deliverable instances (approve, reject, acknowledge)

  • Create QII referrals

  • View QII details

  • Download QII documentation

  • View reports

*SME
Reviewer (COR)

* CMS SMEs

and Support Contractors such as National Strategic Leadership (NSL), National Administration Support (NAS) and Improvement Evaluation Contractor (IEC) should request a

should request a SME role in DARRT. Users with this role will be able to:

  • View deliverable instances for assigned deliverables

  • Download deliverable documentation

  • Create QII referrals

  • Delete QII referrals

  • Modify QII referrals

  • View QII details

  • Download QII documentation

  • View reports

Application Admin
*SME

This role is reserved for the Application Development Organization (ADO). Do not request this role.

Application Admin
(Deliverable)

This role is reserved for CMS.

 

Users with this role can create and modify deliverables.

 

Do not request this role.

Support Contractor
Admin (
Help Desk
Deliverable)

This role is

reserved for the Help Desk.

for users accessing DARRT for read-only purposes.

Support Contractor 


Step 3: Sign in to DARRT

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  1. Navigate to the DARRT URL darrt.cms.gov
  2. On the
Sign
  1. sign-in form, enter your existing
EIDM or EUA Username
  1. HARP Username and Password
or your HARP Account credentials
  1. Click Sign In
  2. You will
then
  1. be prompted to
set up
  1. provide your Multifactor Authentication (MFA)
method if
  1. information. If you did not
previously select an MFA method in HARP. 
  1. set up your MFA during your HARP account registration, you will be prompted to set up your (MFA) method before logging in. See Step 2.


Step 4: If  If you set up MFA in HARP, skip to Step 5.


If you did not previously set up MFA during your HARP account set up or profile update for existing users, you will be prompted to set up MFA before logging into DARRT.

OKTA

HARP will present you with five multifactor authentication methods

. You may elect to set up one or more. Upon selecting your preferred method by clicking Setup, OKTA will walk you through the setup process.

during your account registration process.

Refer to HARP Help and FAQ for more information.


SMS and Voice Authentication:

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Will require that you enter a single-use security code that is sent to your designated device when prompted.

 

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SMS Authentication  

Will require that you enter a single-use security code that is sent to your designated device when prompted. 

Voice Call Authentication  

Will require that you use a phone to authenticate by following voice instructions.

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Okta Verify: Will require that you download and install the Okta Verify app on your designated device. You will be requested to verify your identity by approving a push notification or by entering a one-time code during login the process.

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Google Authenticator: Will require that you download and install the Google Authenticator app on your designated device. You will be requested to verify your identity by entering a one-time code during the login process.

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After configuring your MFA, follow the instructions for your selected MFA method to gain access to DARRT.

NoteNOTE: The OKTA Verify and Google Authenticator options require an application to be downloaded for push notifications and single-use code to your mobile device. 

Step 5: Select the ADD REQUEST button on the User Role Management screen.

 

On the Add New Request modal, select the Contract, Task, User Role, and Assignment(s) you require,

and

then click Submit.

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Note that a separate role request must be selected for each contract for users such as Reviewers (CORs) who are responsible for multiple contracts. 

For descriptions on DARRT roles, refer to DARRT Roles to review roles before selecting a role.

Step 6: After submitting your request, DARRT Step 6: After submitting your request, DARRT will present you with a role request confirmation. 

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Once you have completed your role selection, you will be redirected to the User Requests page where you can review your pending requests. A notification email regarding your request will be sent by DARRT.

Step 7: The  The submitted role request will be reviewed for approval or rejection by your designated Security Official. 



DARRT Welcome Handout

DARRT: How to Request a Role, Contract, Task, and Assignments



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Section

Data & Analytics


ISG is working on Data & Analytics modernization tasks that include a Centralized Data Repository (CDR) in the HCQIS Cloud and an implementation of the new SAS Viya analytics tool for CCSQ users. The CDR will offer convenient, secure, and more timely access to CCSQ Quality data, as well as access to Claims data sourced from CMS systems of record. SAS Viya functionality will include data wrangling, data visualization, basic statistics, and advanced modeling capabilities.

Goals include: Improving Data & Analytic experiences for QIO 12th SOW and other CCSQ users; Modernizing current analytic platforms and data repositories; Improving data timeliness; Reducing data duplication; Simplifying/automating data access request process; Maturing data governance; Increasing data quality and security; and Increasing collaboration and data sharing for internal/external stakeholders.

Visit the main CCSQ Data & Analytics Modernization page for additional details.


Training Resources:

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titleGetting Started with CCSQ Data & Analytics

This briefly and succinctly describes the essential steps to getting started with Quality Analytics

Step 1: In order to have access to data in CDR a Data Use Agreement (DUA) needs to be in place and provided to the CDR team.

  • Work with your COR to get your DUA established
  • The COR should send the DUA information to the HCQIS_Data@hcqis.org mailbox for provisioning access to the CDR

Step 2: Get HARP ID. For instructions on the process, refer to the HARP page.

Step 3: Once the HARP account has been created, log in to HARP and request SAS Viya via a HARP User Role.

  • For general instructions on this process, visit the HARP page
  • For Security Official (SO) specific instructions, see SO section below.

Step 4: The organization's SO approves the user role request.

Step 5: User can access applicable platforms and tools, such as SAS Viya, after a 24 hour period following the confirmation email.

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titleREQUESTING A SAS VIYA USER ROLE

Once you have created your HARP account (For instructions on the process, refer to the HARP page), or if you have an EIDM or EUA account, the next step is to request a SAS Viya User Role. For specific instructions on how to request a Security Officer role, visit the SAS Viya SO Role Request Process page. For instructions on how to request a SAS Viya Viewer or SAS Viya Analyst role, expand the steps below to view the process.



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titleStep 1: Login to your HARP account which will take you to your User Profile. From there, select “User Roles”



Expand
titleStep 2: Request a role


Expand
titleStep 3: Select the QualityNet Analytics Program.


Expand
titleStep 4: Select your Organization.


Expand
titleStep 5: Select a SAS Viya user role.

Note, a "Viewer" is someone who has the capability to view reports and dashboard created in SAS Visual Analytics/Visual Statistics.  This group of users cannot run any SAS code, create or edit reports in SAS Visual Analytics/Visual Statistics, or conduct any text analytics.  This group is for managers/directors/executives who may need to view reports that an analyst has created. 

An "Analyst" is someone who has the ability to write and run SAS code to process and analyze data using SAS Studio, create and edit reports in SAS Visual Analytics, run text analytics using SAS Visual Text Analytics, load data into CAS using the various SAS Viya applications.  


Expand
titleStep 6: You will be notified via email when your role has been approved.

Once your role has been approved by your SO, you will receive a confirmation email. However, it will take 24 hours from when you get the email to when you will have access to SAS Viya.



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titleREQUESTING A SAS VIYA SO ROLE

Each organization needs to designate a Security Official (SO) who will be responsible for approving individuals for access to QualityNet Analytics services, including SAS Viya, within their organization. Below are the steps for requesting to be assigned as an SO. The submitted request will be sent to the Master Slack SO for approval. Once the request is approved, the organization SO will have full access to approve members of your organization for access to SAS Viya.

Once you have created your HARP account (For instructions on the process, refer to the HARP page), or if you have an EIDM account, the next step is to request the SAS Viya SO role. Expand the steps below to view the process.



Expand
titleStep 1: Login to your HARP account which will take you to your User Profile. From there, select “User Roles”


Expand
titleStep 2: Request a role


Expand
titleStep 3: Select the QualityNet Analytics.


Expand
titleStep 4: Select your Organization.


Expand
titleStep 5: Select the SAS Viya SO role.


Expand
titleStep 6: You will be notified via email when your role has been approved.

A designated Master Security Office (MSO) will approve or reject SO role requests. Once your role has been approved, you will then have access to approve the members of your organization for access to SAS Viya. For instructions on how to do this, please refer to the HARP Security Official Role video on the HARP page.

Once approved as an SO, you will also have the SAS Viya Analyst role. However, it will take 24 hours from when you get the email to when you will have access to SAS Viya.



QualityNet Analytics Welcome Handout Download

Data & Analytics User Guides

Data & Analytics User References

Frequently Asked Questions



Training Videos:

For training videos, please visit the CCSQ Data & Analytics SAS Viya Training Videos page.




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Section

FILECLOUD


FileCloud allows users to upload and download contract-related files and documents while operating within the HCQIS cloud. (FileCloud User Guide)

Features include:

  • File Management: Create and delete new folders, upload/download files and contract deliverables
  • Internet-Facing: Explore files using any web browser without the need for connecting to the HCQIS network
  • File Versioning: Collaborate effectively using unlimited automatic file versioning
  • Cross-organizational Collaboration: Create team-level folders, where CMS employees and HCQIS contractor employees can upload, edit, and share files in a centralized location

Training Resources:

Getting Started with FileCloud

FileCloud Handout Download

FileCloud User Guide

Frequently Asked Questions



Training Videos:


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NOTE: The new version of SAS Studio 5.2 includes changes, as described here.

For additional training videos, please visit the Data & Analytics Training Videos page.

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MFT


Managed File Transfer ("MFT") refers to a software or a service that manages the secure transfer of data from one computer to another through a network (e.g., the Internet). MFT is a managed file transfer solution that automates and secures file transfers using a centralized enterprise-level approach.  MFT is a comprehensive solution that will manage file transfer, file sharing, secure FTP, and automation needs through a single interface. MFT is the Enterprise Services replacement for Axway Data Exchange.


Managed File Transfer (MFT)
 provides the ability to transfer files securely to another user. Users must be registered in HARP and have an MFT Web User role approved to send and receive files. Non-Authenticated functions allows a file to be sent from a registered user to a non-registered user.  In addition, elevated permissions can be granted as Administrators to perform development work or request designation as a Security Official. Instructions for obtaining these roles are below.

Section

FILECLOUD

FileCloud allows users to upload and download contract-related files and documents while operating within the HCQIS cloud. (FileCloud User Guide)

Features include:

  • File Management: Create and delete new folders, upload/download files and contract deliverables
  • Internet-Facing: Explore files using any web browser without the need for connecting to the HCQIS network
  • File Versioning: Collaborate effectively using unlimited automatic file versioning
  • Cross-organizational Collaboration: Create team-level folders, where CMS employees and HCQIS contractor employees can upload, edit, and share files in a centralized location



    Training Resources:

    Getting Started with FileCloudMFT

    FileCloud MFT Welcome Handout Download

    MFT User Web Guide

    MFT End FileCloud User Guide

    Frequently Asked QuestionsTraining Videos:



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    Section

    MFT

    Managed File Transfer ("MFT") refers to a software or a service that manages the secure transfer of data from one computer to another through a network (e.g., the Internet). MFT is a managed file transfer solution that automates and secures file transfers using a centralized enterprise-level approach.  MFT is a comprehensive solution that will manage file transfer, file sharing, secure FTP, and automation needs through a single interface. MFT is the Enterprise Services replacement for Axway Data Exchange.

    Managed File Transfer (MFT) provides the ability to transfer files securely to another user. Users must be registered in HARP and have an MFT Web User role approved to send and receive files. Non-Authenticated functions allows a file to be sent from a registered user to a non-registered user.  In addition, elevated permissions can be granted as Administrators to perform development work or request designation as a Security Official. Instructions for obtaining these roles are below.
    PRS


    Section

    PRS


    Training Resources:

    Getting Started with MFT

    MFT Welcome Handout Download

    MFT User Web Guide

    MFT End User Guide

    Frequently Asked Questions

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    titlePRS

    Prerequisites

    Symantec VIP – Refer to the Symantec VIP with QualityNet Account Registration handout for installation instructions. 

    Requesting Access to Program Resource System (PRS):

    Step 1: Security Administrator (SA) registers first at https://www.qualitynet.org/ 

     

    • Click Register in upper right corner
    • Scroll down to the section that states: I am a Security Administrator
    • Download the form QualityNet Security Administrator Registration Packet
    • Follow the directions on SA downloadable form
    • Submit form to QualityNetRegistration@ventechsolutions.com  

     

    Step 2: Once you, the SA, have been provided access via QualityNet, you can then gather the information for each user that needs Basic User access and create new users as follows

     SA access must be complete before requesting individual user access

     

      • Select Hospital Quality Reporting from the Drop-down
      • Log in with your QualityNet account and enter your Symantec VIP token in the Security Code field
      • When you first log in, you will be asked to change your password, answer a set of security questions, and provide your Symantec VIP security token (two-factor authentication)
      • Select the ‘Create’ option to add basic users and follows steps to submit registration for each user
      • Provide signed registration forms to QualityNetRegistration@ventechsolutions.com
    • Once the you receive confirmation that the users have been added, each user can now log in using the New User Enrollment link at New User Enrollment Process
    • When users first log in, they will also be asked to change their password, answer a set of security questions, and provide their Symantec VIP security token (two-factor authentication)

     

    Step 3: Once users have been provided Basic Access, you can grant roles to the users:

     

    • Log into the QualityNet portal with your QualityNet credentials at https://cportal.qualitynet.org/QNet/pgm_select.htm
      • Select Hospital Quality Reporting from the drop-down
      • Log in with your QualityNet account and enter your Symantec VIP token in the Security Code field
      • Refer to the QualityNet User Guide, link below, for assistance in requesting roles by the SA for users, as well as other administrative tasks such as password resets

     

    PRS Welcome Handout

    QualityNet User Guides

    PRS Access for New Users

    QIO Memo 20_277_GN for PRS Access 

    Section

    PRS

    Program Resource System (PRS) is a repository of demographic information for hospital providers in the Centers for Medicare & Medicaid Services (CMS), Survey and Certification System (CASPER), and Quality Improvement and Evaluation System (QIES). PRS assists Quality Improvement Organizations (QIOs) and Program Support Contractors in maintaining CMS Programs and providing hospital information used in HQR applications.


    Training Resources:

    Expand
    titleGetting Started with PRS



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    QMARS


    Quality Management and Review System (QMARS) is a web-based system that allows Centers for Medicare and Medicaid Services (CMS), CMS-designated contractors, and Beneficiary and Family‑Centered Care (BFCC) Quality Improvement Organizations (QIOs) to document, monitor, and analyze data. The collected data is then used to
    • identify opportunities,
    • improve the quality of care and services for beneficiaries, and
    • evaluate the efficiency and effectiveness of case review processes.

    QMARS Sign-In: http://qmars.cms.gov/ 

    NOTE: This QMARS URL is new as of 2/16/2021 and the old qmars.hcqis.org will be forwarded until mid-March. The reference documents on this page are still in the process of being updated with the new qmars.cms.gov URL.


    Getting Started with QMARS

    Prerequisites: A HARP ID is required for access to QMARS. Refer to the HARP User Guide for QMARS for specific instructions on registering for a HARP ID and getting a QMARS role.

    System Requirements:

    • Web Browser – Internet Explorer 11 or Higher
    • Browser Configuration – QMARS uses pop-ups. Ensure pop-ups are enabled.
    • Screen Resolution – Use the highest screen resolution available to minimize excessive horizontal scrolling. (On some resolutions, if parts of screens are not viewable at the highest resolution, change the screen zoom to 75%).
    • Programs – QMARS uses Healthcare Quality Information Systems (HCQIS) image programs:
      • Microsoft Word (Macros may need to be enabled. Work with your local QIO Administrator, if necessary).
      • Microsoft Excel
      • Adobe Reader
    • Font – Free 3 of 9 Extended is required to see the barcode printed on correspondence and forms. 

    Refer to the QMARS User Guide as a quick-start welcome guide. 


    Training Resources:

    HARP User Guide for QMARS v.1.0
    QMARS-User Guide-v.2.0
    QMARS Best Practices Guide
    HCQIS Memo - QMARS Access HARP Announcement 3.12.1

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    Qualtrics

    Placeholder for content.



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    SERVICENOW


    ServiceNow is the backend ticketing tool that the QualityNet Service Desk and HCQIS community use for logging something not working correctly (Incidents) or requesting something new (Service Requests). When a user opens a new ticket, the ServiceNow app will email them with the ticket reference number and status. To inquire on the status of a ticket, users may reply to the ServiceNow email notification with additional information or log into the ServiceNow portal to view the status and/or add comments in real-time.


    ServiceNow Portal: https://cmsqualitysupport.servicenowservices.com/sp_ess


    Training Resources:

    Getting Started with ServiceNow

    ServiceNow Welcome Handout Download

    Frequently Asked Questions

    Post Login Resources:

    Getting Started in ServiceNow


    Training Videos:


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    QualityNet Forum


    The QualityNet Forum is a dynamic and interactive forum where QIOs can share successes and difficulties and collaborate effectively. These topic-based conversations produce searchable threads where anyone can ask questions, comment, and troubleshoot as things arise allowing the community to learn and share collectively.

    Note: Atlassian credentials are required to access this content. Based on Atlassian license limitations, each organization is limited to three representatives per contract. To request access, please contact your organization's Security Official (SO).


    Button Hyperlink
    titleQualityNet Forum
    typeprimary
    urlhttps://qnetconfluence.cms.gov/display/QCF/



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    Section

    Memos


    QIO, HCQIS, and ESRD Memos

    This space is a repository for QIO, HCQIS, and ESRD memos (2019 and newer). Utilize this space to stay current on important and varied news that the memos deliver to the providers, networks, and contractors.

    Note: Atlassian credentials are required to access this content. Based on Atlassian license limitations, each organization is limited to three representatives per contract. To request access, please contact your organization's Security Official (SO).


    Button Hyperlink
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    typeprimary
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    titleQualityNet Mailer

    The QualityNet Mailer is a list management system that can assist Application Development Organizations (ADOs) and contractors in communicating with large groups of end-users, program participants, and stakeholders. The system offers two types of lists:

    • Notification List: Provides a means to disseminate key product, program, and/or policy news and other information via email to a large group of list subscribers or designated recipients.
    • Discussion List: Allows all list members to participate in open, ongoing email conversations regarding topics of interest, such as tools, best practices, idea-sharing, problem-solving.

    All lists are made available via subscription from the Sign Up for Email Updates page of the QualityNet website. Public lists are offered for open subscription, while Private lists may be established for reaching a more select group of participants.

    Note: Private list members must be approved by the List Administrator.

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    urlHS:QualityNet Mailer (Listserv Replacement)










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    Please contact the Service Center with questions regarding registering or access via email at qnetsupport@hcqis.org ServiceCenterSOS@cms.hhs.gov or phone at 1-866-288-8914 (TRS: 711).

    For questions related to the new service offerings, please contact QualityNet_IT_Services@hcqis.org ISGContractorOnboardingServices@cms.hhs.gov.