Patient-Centered Management Module Web (PCMM)

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Clinical Information Support SystemPatient-Centered Management Module Web(PCMM)User GuideDocument Version 3.9October 2018Department of Veterans AffairsOffice of Information & TechnologyProduct Development

Revision 83.9Updated Intensity score information forWEBP*1*20, updated dates and footer,added suggested changes throughout thedocumentREDACTED11/17/173.8Reviewed for WEBP*1*15 updates,updated dates and footerREDACTED10/12/2017 3.7Reviewed for WEBP*1*14 updatesREDACTED06/12/2017 3.6Updated Modeled Capacity sectionscreen shots for new rangesREDACTED02/27/2017 3.5Reviewed for WEBP*1*11 updates Updated “Access PCMM Web” sectionfor SSOi requirements; added crossreference table for care type/roles in the“User Roles” section; added 508Compliance section; added NOTE topage 13 and 14 that lock/unlock featureis now obsolete due to mandated SSOilogin; updated User Requirementssection on page 2, Step 1 for PIVexemptionREDACTED02/14/2017 3.4Added definition for Care Type andFocusREDACTED02/10/2017 3.3Added Screenshot and Table HeadingsREDACTED02/01/2017 3.2Updated for WEBP*1*6 page 28, Step 6 REDACTEDfirst bullet and WEBP*1*9 on page 94added Step 3 under Search for VA StaffUpdate for WEBP*1*9 on page 17, Step1 added third bullet and added Step 4;page 96 for WEBP*1*9, added secondand third bullet.11/9/20153.1Added a Assigning Patients to aPrimary HBPC Team sectionREDACTED9/1/20153.0Rearranged topics.REDACTEDOctober 2018PCMM Web User Guidei

08/31/2015 2.9Updated the following section:PACT Panel PlacementAssign a SurrogateModify or View Surrogate StaffAssignmentsMPACT Request ProcessREDACTED05/05/2015 2.8Adding Reports to User GuideREDACTED04/23/2015 2.7Document Rewrite for new Release.REDACTED11/4/20142.6Technical Edit. Several changes. AddedScreenshots to steps. Updated perSprint functionality.REDACTED7/9/20142.5Document Rewrite for new ReleaseREDACTED1/14/20132.4Updated per Sprint functionalityREDACTED12/11/2012 2.3Updated per Sprint functionalityREDACTED11/19/2012 2.2Updated per Sprint functionalityREDACTED10/23/2012 2.1Updated per Sprint functionalityREDACTED9/25/20122.0Updated per Sprint functionalityREDACTED8/24/20121.9Updated per Sprint functionalityREDACTED7/31/20121.8Updated per Sprint functionalityREDACTED6/29/20121.7Added Rooms Management sectionREDACTED6/5/20121.6Added CDW changes, Non-VAProvider information, and Team ModelConfigurationREDACTED5/8/20121.5Added alerts sectionREDACTED4/6/20121.4Added information to Assign Staff to aPosition and Active Panel ReportsectionsREDACTED3/9/20121.3Added sections Multiple PCPAssignments and Unassign Patient fromteamREDACTED2/13/20121.2Included sections on Reports, Search forPatient/Team, View Patient Profile,Assign Patient to Team,REDACTED1/13/20121.1Made changes indicated by reviewersREDACTED1/9/20121.0Initial DocumentREDACTEDOctober 2018PCMM Web User Guideii

Table of ContentsGETTING STARTED . 1PCMM Web Overview . 1System Requirements. 2User Requirements . 2Access PCMM Web. 2Select/Change Station . 7PCMM Web Home Page . 8PCMM Web Icons . 11Log Out of PCMM Web . 12Automatic Timeout . 12Help With Error Messages . 12User Management . 13TEAM MANAGEMENT . 15Create a Team Profile . 15Create a Team Role (Position) Profile . 18Assign Staff to a Team Role (Position) . 20Preceptor/Preceptee Relationships . 24Assigning a Preceptor/Preceptee. 25Modify or View a Team Profile . 28Modify or View a Team Role (Position) . 33View or Modify Team Role (Position) History . 37View Team Role (Position) Attribute Change History . 41October 2018PCMM Web User Guideiii

View Team Attributes Change History. 42Validate Team Data Consistency . 44Search for a Team by Name. 45Assign a Surrogate . 47Modify or View Surrogate Staff Assignments. 51Reconcile Team with Models . 53Maintain a Team Model Configuration . 53Create a Role for a Team Model Configuration . 55Calculate Model Panel Size – Selection of Care Type . 56Calculate Model Panel Size - Primary Care Worksheet . 56Calculate Model Panel Size -Adjust Capacity . 60View Primary Care Intensity . 61PATIENT MANAGEMENT . 62Assign a Patient to a Team. 62Search for a Patient . 66View or Modify a Patient Profile . 67Assign Patient to a PACT Team . 69Unassign a Patient from a Team . 72Reassign a Patient to Team Role (Position) . 73Reassign a Patient to a Team . 74Mass Reassign/Unassign Patients . 76Auto Inactivation of a Patient from a Team. 82Manual Unassignment of Patient from a Team . 83October 2018PCMM Web User Guideiv

Manually Extend a Patient Assignment on PACT team . 85Multiple PACT Requests for Patient . 88MPACT Request Process . 90PACT Panel Placement . 99STAFF MANAGEMENT . 101Search for VA Staff . 101Remove or Unassign Staff from a Team Role (Position) . 103Reassign or Modify Staff Assignment . 104Create a Non-VA Provider. 107Search for a Non-VA Provider . 109Assign a Non-VA Provider to Patient. 110Modify an Existing Non-VA Provider. 112Create a New Non-VA Practice . 114Update an Existing Non-VA Practice . 116ROOMS MANAGEMENT . 117Create a Room. 117Manage Rooms . 118Search for a Room . 119Modify an Existing Room. 120Assign a Room to a Team . 121View Room Assignments for a Team . 124GROUP MANAGEMENT . 125Create a New Group. 125October 2018PCMM Web User Guidev

View Groups List . 126Search for a Group . 127Modify an Existing Group . 128Assign and Unassign a Team from a Group . 130Inactivate a Group . 133REPORTS . 134Background Job Log . 134Canned and Ad Hoc Reporting . 136ALERTS AND NOTIFICATIONS . 139Manage Team and Team Role (Position) Notifications . 139Manage Alerts . 140View Alerts Summary for a Station . 141Open Alerts List for a Current Station . 142View Closed Alerts List for a Current Station . 144Result of Batch Job Execution . 145ADMINISTRATION . 146Performing Administrative Tasks . 146Manage and Modify Reference Data . 146Help File. 147Reference Menu . 149Troubleshooting . 150User Roles . 150508 Compliance . 155October 2018PCMM Web User Guidevi

GLOSSARY . 156Table of Contents - FiguresFigure 1 - Single Sign-On with PIV Card . 3Figure 2 - Selecting a PIV Certificate . 3Figure 3 - Certificate Details . 4Figure 4 - Entering PIV Pin in ActivClient Box . 4Figure 5 - Signing in Using VA Network ID and Password . 5Figure 6 - Signing In with VA Network ID . 5Figure 7 - Enter VA Network ID and Password . 6Figure 8 - Signing In with Windows Authentication . 6Figure 9 - Signing In with Windows Authentication . 7Figure 10 - Select/Change Station Screen. 8Figure 11 - Station/User Menu Bar . 8Figure 12 - PCMM Web Menu Bar. 8Figure 13 - Breadcrumbs. 9Figure 14 - Help Icon and Help Menu Item . 9Figure 15 - Contents Area Screen . 9Figure 16 - Alerts Box . 10Figure 17 - Footer Screen. 10Figure 18 - Log Out Link . 12Figure 19 - Select/Change Station Screen. 13Figure 20 - Available Stations Screen . 14Figure 21 - Inactivating a User Screen . 15Figure 22 - Create a Team Menu Option Screen . 15Figure 23 - Create a New Team Screen . 16Figure 24 - Modify an Existing Team . 17Figure 25 - View Positions & Staff Link Selected . 18Figure 26 – Position List Screen with the Create a Position Button Selected . 19Figure 27 - Create a New Position Screen . 20Figure 28 - View Position & Staff Link Selected to Assign Staff . 20Figure 29 - Assign Staff to a Position Screen . 21Figure 30 - Search for Staff Role . 21Figure 31 - Staff Information Screen . 22Figure 32 - Position List Screen with the Action Icon Selected . 23Figure 33 - Modify an Existing Position Screen with the Assign Staff Button Selected . 23Figure 34 - Search for a Staff box with Staff Information Selected. . 24Figure 35 - Modify an Existing Position Screen with the Manage Preceptor Button Selected. 26Figure 36 - Create/Edit Preception Assignment Screen . 26Figure 37 - Preceptor Assignment Timeline with Actions Icons Selected . 28Figure 38 - List All Teams Menu Option . 28Figure 39 - Create A Team Screen with a Name Selected . 29Figure 40 - View Team Modeled Capacity Calculations . 29Figure 41 - Modify an Existing Team Screen . 30Figure 42 - Status Change Timeline Screen . 31Figure 43 - Update Entry Box. 32Figure 44 - Status Change Timeline Screen with the Add Entry Button Selected . 32Figure 45 - Add Entry Box Defined and Submit Button Selected . 32Figure 46 - Positions & Staff Assignments Link Selected to View a Team Role . 33Figure 47 - Position List with the Actions Icon Selected . 34Figure 48 - Modify an Existing Screen . 37October 2018PCMM Web User Guidevii

Figure 49 - List All Teams Menu Option . 37Figure 50 - Create a Team Screen with the Positions Icon Selected . 37Figure 51 - Search for Team Menu Option. 38Figure 52 - View Positions & Staff Assignments Link Selected to Modify a Team Role . 38Figure 53 - Position List Screen with Actions Icon Selected to Modify the Team Role . 38Figure 54 - View/Edit Complete Timeline Link Selected . 39Figure 55 - Updating an Existing Entry . 39Figure 56 - Update Entry Box When Modifying a Team Role . 39Figure 57 - Add An Entry Button Selected . 40Figure 58 - Add Entry Box . 40Figure 59 – View Position Attribute Change History Link Selected . 41Figure 60 – Adjusted Capacity Change History Section Expanded . 41Figure 61 - View Justification for Capacity Adjustment Change History Section Expanded . 42Figure 62 - View Team Attribute Change History Link Selected . 42Figure 63 - History of Team Attribute Change Full Screen . 43Figure 64 - View Team Name Change & View Care Type History Sections Expanded . 44Figure 65 - Validate Team Data Consistency Link Selected . 44Figure 66 - No Data Consistency Errors Were Found Message . 45Figure 67 - Search for Team Menu Option. 45Figure 68 - Search for A Team Box with a Team Selected . 46Figure 69 - List All Teams Menu Option . 46Figure 70 - Team List with Team Name Selected . 47Figure 71 - Patient Profile with Team Name Selected . 47Figure 72 - View Positions & Staff Link Selected to Assign a Surrogate . 48Figure 73 - Assign a Surrogate on the Position List Screen . 48Figure 74 - Search for Staff to Assign a Surrogate . 48Figure 75 - Assigning a Surrogate on the Staff Information Screen . 49Figure 76 – Position List Screen with the Actions Icon Selected to Assign a Surrogate . 49Figure 77 - Modify an Existing Position with the Assign Staff Button Selected . 50Figure 78 - Search for Staff Screen with Select Icon . 51Figure 79 - Surrogate Assigned on Staff Information Screen. 51Figure 80 - Modify Surrogate From the Position List Screen . 52Figure 81 - Modify Surrogate from the Staff Assignment Timline Secton . 52Figure 82 - Edit Entry Message . 52Figure 83 - Updating Assignment Date for a Surrogate . 52Figure 84 - View Positions & Staff Assignment Link Selected to Reconcile Team with Models. 53Figure 85 - Position List Screen with Message Displaying Team was Reconciled AgainstModels . 53Figure 86 - Search Model Configuration Menu Option . 54Figure 87 - Search for Create Model Configuration Screen . 54Figure 88 - Search Model Configuration Menu Option . 55Figure 89 - View/Adjust Station Modeled Capacity Calculation Menu Option . 56Figure 90 - Model Panel Size Calculation - Selection of Care Type Screen . 56Figure 91 - Model Panel Size Calculation - Worksheet for Primary Care Team Screen . 57Figure 92 - View Intensity on Patient Profile . 57Figure 93 - View Intensity on Team Profile . 57Figure 94 - Summary of Calculation Results Screen . 58Figure 95 - Action Primary Care Teams Screen . 59Figure 96 - Action Primary Care Teams with Room Assignments . 59Figure 97 - View Modeled Panel Size Change History Section . 60Figure 98 - Model Panel Size Calculation - Adjustment of Modeled Capacity Screen . 60Figure 99 - View Modeled Size Change History Section . 61October 2018PCMM Web User Guideviii

144145146147148149150151152- View Primary Care Intensity .- View Primary Care Intensity Value .- Search for Patient Menu Option .- Assigning a Patient to a Team .- View Team Assignments Section .- Assigning a Patient to a Team From the Search for Team Box .- Team Assignment Box .- Attention Message After a Patient is Assigned to a Team .- Search for a Patient Menu Option .- Search for a Patient Screen .- Search for Patient Menu Option to View or Modify a Patient Profile .- Search for Patient Screen to View or Modify a Patient Profile .- Search for Patient Screen with the Patient Name Selected .- View or Modify the Patient Profile Screen .- Search for Team to Assign a Patient to a PACT Team .- Patient Assigned to a Team Attention Box .- Unassing a Patient from a Team from the Patient Profile Screen .- Unassignment Confirmation Message .- Team Unassignment Box .- Reassign a Patient from the View Team Assignment Section .- Revert Assignment to Active Box .- Assigned Patient on the View Team Assignments Section .- Reassign a Patient to PC Team on the View Team Assignments Section .- Reassignment Confirmation Message .- Reassign Patient to PACT Team on View Team Assignments Section .- Assigned Team Displays as Active .- Mass Reassign on the Team Profile Screen .- Mass Reassign on the Launch Batch Operations on Patients Screen .- Confirmation Message for the Mass Reassignment .– Entire Time Link Selected on the Search for Team Box .- Patient Batch Transfer/Assign Box .- Unassign Patients from the Team Profile Screen .- Unassign from the Launch Batch Operations Patients Screen .– Unassign Confirmation Message .- Unassign Selected Patients Box .- Patient has been Identified for Auto Inactivation .- Manually Unassign a Patient from a Team .- Manual Unassignment Warning Box .- View Patient Assignments Section with the Green Plus Icon Selected .- Extend Patient Team Assignment Auto Inactivate Box .- Manually Extend a Patient by Selecting the Green Plus Icon .- Extend Patient Team Assign

Sprint functionality. REDACTED 7/9/2014 2.5 Document Rewrite for new Release REDACTED 1/14/2013 2.4 Updated per Sprint functionality REDACTED 12/11/2012 2.3 Updated per Sprint functionality REDACTED 11/19/2012 2.2 Updated per Sprint functionality REDACTED 10/23/2012 2.1 U

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