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idNQIIC TO2 Onboarding Training


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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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titleVideo: Getting My HARP ID

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titleVideo: HARP User Profile

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titleFileCloud


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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titleIntroduction to FileCloud

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titleNavigating HCQIS FileCloud

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urlhttps://www.youtube.com/watch?v=Pp3ipLyXd6c
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titleZscaler


Section

ZSCALER


Zscaler is a cloud hosted, HIDS supported service that is currently available to end users within HCQIS organizations.  Zscaler was chosen, piloted and deployed due to its ease of use, tight security and cost feasibility.  Zscaler will be the preferred method to access tools and applications residing on the HCQIS network as we push towards phasing out our current VDI and VPN connectivity technologies.




Training Resources:

Getting Started with Zscaler

Zscaler Welcome Handout Download

Zscaler User Guide

Guide to Using Zscaler in HCQIS

Frequently Asked Questions



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titleMFT


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.



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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titleServiceNow


Section

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


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titleCMS ServiceNow Overview: General Navigation

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titleData & Analytics


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”



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titleStep 2: Request a role


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titleStep 3: Select the QualityNet Analytics Program.


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titleStep 4: Select your Organization.


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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.  


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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.



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


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titleStep 2: Request a role


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titleStep 3: Select the QualityNet Analytics.


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titleStep 4: Select your Organization.


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titleStep 5: Select the SAS Viya SO role.


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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:


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titleSAS Viya Big Picture

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titleSAS Viya 3.4 Overview

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NOTE: Version has changed from 3.4 to 3.5.






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titleIntroduction to SAS Drive

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titleIntroduction to SAS Studio 5.1

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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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titlePRS


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:

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titleGetting Started with PRS

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










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titleCASPER


Section

CASPER


The Certification And Survey Provider Enhanced Reports (CASPER) system enables users to connect electronically to the National Reporting Database. The Payroll-Based Journal (PBJ) system is a data entry application used to collect facility staffing data and census information. PBJ is strictly MDS (Minimum Data Set – Nursing Home provider)-related information. 



Training Resources:

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titleGetting Started with CASPER

Prerequisites

  • All users requesting CASPER access must first have access to Zscaler. For instructions on the process, refer to the Zscaler handout.

Registering for CASPER PBJ

Step 1: Navigate to the CMS Network and follow the access request instructions on the site. IDs are processed in the order they are received. You will receive two emails from MDCN.mco@palmettogba.com. The first email will have your assigned login ID.The second email will have your password and links to install documents, FAQs, and contact information.

Step 2: Use the QIES online User Registration tool to obtain a QIES Submission ID. 
Once you have registered for a CMSNet User ID, you will receive an email from MDCN.mco@palmettogba.com with your login information. Using this login information, you will connect through the “CMS Secure Access Service”.

Step 3: Once you have securely connected, select the “CMS QIES Systems for Providers” link to access the QIES online “User Registration” tool.


Note: New users must utilize the online “User Registration” tool to obtain a QIES Submission login ID (the only exception is Corporate/Third-Party accounts).

Step 4:  From the “CMS QIES Systems for Providers” page, select the “CASPER Reporting” link, and log in to the CASPER Reporting application with your user ID and password.  Log in to Casper PBJ at https://qtso.cms.gov/system/files/qtso/cspr_sec2_mds_prvdr_2.pdf using your QIES credentials. 


CASPER Welcome Handout

CASPER User’s Guide




























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