Conduent State Level Registry for Provider Incentive Payments

Transcription

1 Cnduent State Level Registry Gvernment Healthcare Slutins Cnduent State Level Registry fr Prvider Incentive Payments SLR State Dashbard User Manual Versin 5.0 June 9, 2017

2 2017 Cnduent Business Services, LLC. All rights reserved. Cnduent and Cnduent Agile Star are trademarks f Cnduent Business Services, LLC in the United States and/r ther cuntries. Other cmpany trademarks are als acknwledged. Dcument Versin: 1.0 (Nvember 2016).

3 Revisin Histry Versin Number Date Authr Descriptin /09/17 Initial versin with Cnduent branding and 2017 MU Stage 2. State Dashbard User Manual i

4 Cntents 1. Intrductin Applicatin Availability Prblem Reprting Overview Applicatin Features Applicatin Architecture Cnfiguratin Materials and Preparatins Methd Lgin-Accessing the SLR Dashbard Sectins Search Methds Individual Prvider Search Searches Audit Eligible Prfessinals Audit Eligible Hspitals Audit Grups Pst Payment Audits Appeals Recupments and Adjustments Step Step Step Release t CMS Payment Prcessing Manage Payment Frms List Pages Payment Frm List Payment Frm Details Page State Payment Frm Prvider List Prvider Infrmatin Sectin State Dashbard User Manual ii

5 Navigatin Menu Prvider Infrmatin Page Payment Calculatin Attachments Verificatins Appeals Initiating Adjustments Save, Submit, r Cancel Audits Ntes Recupment and Adjustments Initiating a Recupment Prgram and Payment Years Recupments Can Initiate Adjustments Eligible t Reapply Pending an Attestatin System Ntes Save, Submit, r Cancel Initiating the Adjustment EPs EH System Ntes Save, Submit, r Cancel External Data Apprve, Reject, and Pend Apprve Reject Pend Suspending a Prvider Reprt Sectin State Dashbard Reprts Registratin Reprts Eligibility Reprts MU Reprts Stage Payment Reprts Other Reprts State Dashbard User Manual iii

6 Reprt Interface Passwrds and User Infrmatin Frgt Passwrd User Infrmatin Change Passwrd Request fr Mdificatins Definitins State Dashbard User Manual iv

7 1. Intrductin The State Level Registry (SLR) is a web applicatin used by prviders t submit infrmatin and dcuments t the State, ffering prf that they qualify fr the CMS Prvider Incentive Payment prgram. The Dashbard ffers several tls t manage the attestatin prcess, and is used by State representatives t manage the prviders and the attestatin prcess. Applicatin Availability This user manual is intended fr State users needing t rganize and manage the attestatin review prcess. Prblem Reprting Fr general Help, all SLR web pages have a Help Link that pens up a cpy f this User Manual. Help link n the Dashbard page pens the Dashbard User Manual, while ther pages pen the Eligible Hspital, Grup Administratr, r Eligible Prfessinal SLR Manuals. Fr SLR Web applicatin assistance, yu may cntact the Cnduent Help Desk designated t supprt the SLR. Phne: (866) SLRHelpdesk@Cnduent.cm State Dashbard User Manual 1-1

8 2. Overview As the healthcare landscape cntinues t mdernize, recent legislatin was passed t encurage the adptin f Electrnic Healthcare Recrd (EHR) technlgy in dcumenting patient care. Because f the American Recvery and Reinvestment Act (ARRA) f 2009, beginning in 2011, eligible Medicaid prviders are being ffered financial incentives fr the implementatin and meaningful use f Health Infrmatin Technlgy (HIT) in the management f their patient ppulatins. In supprt f this initiative, Cnduent has develped the EHR Prvider Incentive Prtal (State Level Registry) applicatin. The State Level Registry (SLR) applicatin gives prviders access t a streamlined applicatin fr federally funded HIT incentives thrugh an easy-t-use website. The Dashbard prvides the tls that State representatives need t manage prvider infrmatin and the attestatin prcess.. Applicatin Features In future iteratins f the SLR Dashbard, mre and mre functinality will be implemented. Currently the fllwing functinality is available: Manage Prviders: allws yu t search fr, view, and review the prgress f prviders EHR Incentive submissins. Audit Prviders: allws yu t perfrm Eligibility, Financial, and either Adpt, Implement, r Upgrade (AIU) r Meaningful Use audits n attestatins. These audits are perfrmed after the payment is sent t the prviders. Audit Queries: several queries are available that will display audited prviders. Manage Attestatins: allws yu t take actin n r recrd infrmatin abut a prvider s attestatin. Users can apprve r reject attestatins, view attachments, audit a cmpleted attestatin, take actin n validatin exceptins generated during an attestatin, etc. View Eligibility Queries: allws yu t identify prviders that are eligible, nt eligible, r whether any prviders had sft r hard stps n any f the attestatin pages. Fr example, if required criteria dcuments were nt attached, the attestatin applicatin wuld be ineligible. Verify Attestatins: allws yu t verify each prvider s attestatin applicatin. Manage Verificatins: allws yu t create and manage Verificatin Sets that guide the review f the State s prvider attestatins. Manage State Users: create, update, and remve State Users and manage their passwrds. View Opt-Out Queries: allws yu t identify thse prviders wh have pted ut f using Grup vlumes. Apprve, Reject, r Append Attestatins: allws yu t apprve attestatins fr payment, reject them, r pend them t unlck them and help the Prvider reslve any issues. Select Prviders fr Transmissin: allws yu t select prviders that have n exceptins t be included in B7 r D16 data exchanges. State Dashbard User Manual 2-2

9 Adjust Financial Infrmatin: allws yu t view and recup r adjust payment infrmatin fr prviders. Imprt MU data: allws yu t imprt a file f MU infrmatin in either the PQRI and QRDA XML frmats. Run Reprts: allws yu t generate several reprts t help t management f the prject, such as NLR Applicatins Waiting n SLR, Prviders with Vlumes frm Multiple States, Active Registratins Nt Meeting Eligibility Threshld, etc. Request fr Mdificatins: is a functin f the multi-client SharePint site that allws State users t request reprts, suggest changes and new features, and reprt bugs and ther issues. Adjustments and Recupments: dcument these changes in the amunts paid t prviders in SLR, including sending updates t CMS. Appeals: dcument and manage Appeals using three levels, and cmmunicate changes and results t CMS. Applicatin Architecture The SLR Web applicatin features the fllwing: Cmpliance with Sectin 508 accessibility guidelines. Accessibility frm the internet: Cnduent has made every effrt t make this site accessible t peple with disabilities. In the event yu experience difficulty accessing this site with assistive devices, please cntact ur Help Desk at (866) fr assistance in btaining the infrmatin yu need Secure prtected page access. Cnfiguratin The functinality f the Dashbard fr all States and Territries is essentially identical, thugh the payment cmpnent will have ne f three methds: integratin with a Medicaid Medical Infrmatin System (MMIS), the use f a Payment Frm, r the use f an invicing system. Each State will use ne f these three payment systems after an attestatin is apprved by a State representative. The system will either generate an invice, exprt a Payment Frm, r will exprt the prvider s infrmatin t the State s MMIS. Each State s Dashbard will have the State lg and lk and feel defined by the State, as well as restrict access rights t apprved State users. Each State will als define the Verificatins they use t verify the infrmatin n each prvider s attestatin. Materials and Preparatins Materials the user will need t use the sftware: Cmputers with access t the web brwser. Sftware Adbe Acrbat Reader installed n yur machine t view PDF files. Pp-up Blcker brwser feature shuld be set t Off t receive the Pp-up windw features. Manuals and/r FAQ s that are available fr distributin. State Dashbard User Manual 2-3

10 Als nte that this applicatin is cmpatible with Micrsft Internet Explrer V7.0 and abve nly. State Dashbard User Manual 2-4

11 3. Methd Lgin-Accessing the SLR The SLR is a web-based applicatin accessible frm the internet directly frm a lgin URL. 1. Open Micrsft Internet Explrer t access the Web. 2. Type the State s URL in the address field and press the Enter key n yur keybard Enter yur infrmatin int the Username and Passwrd fields. The Dashbard will pen. Dashbard Sectins The header lcated at the tp f the page is a banner that displays the fllwing items n every page f the SLR applicatin: State s lg. A mtt fr the rganizatin r the name f the applicatin. The Cnduent lg. Help link: pens this user manual. Other user types such as Eligible Prfessinal and Eligible Hspital users will access the standard user manual fr their user type. State Dashbard User Manual 3-5

12 My Accunt link: pens the My Accunt page, allwing each user t update their cntact infrmatin r change their passwrd. Cntact Us link: pens a pp-up page displaying cntact infrmatin including the Cnduent Help Desk phne number and address. Lgin r Lgut link: nce yu are lgged in, this link changes t the Lgut link. When the Lgut link is clicked, the sessin ends and the user is lgged ut. Fter sectin. Lcated at the bttm f the page, the fter displays the fllwing items: Privacy link: pens a new windw with the SLR s Privacy Plicy displayed. Legal link: pens a new windw with all legal plicies displayed, including the applicatin s Terms f Use and any legal dcuments. Accessibility link: pens a new windw with the website s Accessibility plicy displayed. Cnduent Cpyright. This is Cnduent s cpyright symbl and text. Navigatin Bar. Lcated immediately belw the lg, this sectin cntains links t the different sectins f the Dashbard. Search Prviders link: pens the Individual Prvider Search page. Reprts link: pens the Reprts page. Only thse reprts available t the State will appear in the list. MMIS reprts fr example will appear nly fr thse States that have SLR integrated with their Medicaid Management Infrmatin System. Reprts are nw rganized int five categries t make them easier t access. State Dashbard User Manual 3-6

13 Admin link: pens the Admin page, which is accessible t the administratrs f the site. Welcme, [Username] message: this displays the name f the user currently lgged n t the system. Navigatin Menu. Lcated immediately belw the lg n the left side f the page, this sectin allws yu t access the varius search methds f the Dashbard. Clicking n the Audits cell will pen the Audit General Search page, while hvering the muse pinter ver it will cause a submenu t appear. Search Methds This navigatin device prvides access t the audits and queries in the system. Individual Prvider link: pens the Individual Prvider Search page, which is pen by default when a user first lgs int the system. Audits link: this pens a submenu that prvides access t all the different types f Audits the system supprts, including general audit searches, pst payment audit searches, and thse dedicated t eligible prfessinals, eligible hspitals, and grups. Step 1 link: pens the Registratin Checks Search page, which ffers standard queries related t prvider registratin issues t State users. Step 2 link: pens the Eligibility Checks Search page, which ffers standard queries related t prvider Eligibility issues. Step 3-5 links: pens the Attestatin Checks Search page, which ffers standard queries related t prvider attestatin issues. Release t CMS link: pens the Release t CMS Search page, which ffers queries related t B7 and D16 ntificatin issues prviding a quick way t view attestatin applicatins that need a transmissin sent t CMS. Payment Prcessing link: pens the Payment Prcessing Search page, which allws State users t release the payment, either t the invicing prcess r t the State s financial interface. Manage Payment link: pens the Manage Payment Search page. Nte: DC and HI users will use the State Payment Frm until their MMIS is fully integrated with SLR, and then the Manage Payment cmpnents will be used. State Dashbard User Manual 3-7

14 Individual Prvider Search This page will appear when the State user first lgs in t SLR. Users can search fr prviders by NPI number r by the name f the prvider. Only thse prviders that are assciated with the State will appear. Prvider NPI text field: this is an exact match search field ten characters are required t begin the search. Prvider Name text field: enter a whle r part f a name, either last r first, int this field. The system will return all matches it finds. A minimum f three characters must be used fr a name search. Find Prviders buttn: searches the database fr the search string entered int either f the search fields, and pens the Prvider List. Searches Mst f these are pre-cnfigured searches that were recmmended by CMS t help States review and manage SLR applicatins. The ther ptins in the menu, Payment Prcessing r Release t CMS, are precnfigured searches that pen attestatin submissins with the assciated statuses and cnditins. Audit General Search The page is pened by selecting the General ptin in the Audits submenu, and has several active search functins. Prvider type equals pull-dwn menu: allws yu t select Certified Nurse Midwife, Dentist, Hspital, Nurse Practitiner, Physician, Physician Assistant, and display a list f all the prviders f that Prvider Type. Attestatin status equals pull-dwn menu: allws yu t select ne f the fllwing ptins and view all prviders that match that status: New: prviders fr whm a B6 Add transactin has been received frm CMS, but the crrespnding user accunt in SLR has nt yet been created. Submissin Nt Started: prviders that have nt yet entered any infrmatin int the system. State Dashbard User Manual 3-8

15 Step 1 Cmplete (Registratin): prviders that have cmpleted the required fields n the Abut Yu page. Step 2 Cmplete (Eligibility): prviders that have cmpleted the required fields n the Cnfirm Eligibility page. Step 3 Cmplete (Attestatin): prviders that have cmpleted the required fields n either the attestatin f EHR Criteria, Attestatin f EHR, and Certified EHR Technlgy pages; r n the Meaningful Use pages. Step 4 Cmplete (Agreement Signed): prviders that have upladed signed cpies f the Registratin and Attestatin frm t the SLR. Submissin Unverified (Step 5 Cmplete): prviders that have clicked the Send Attestatin buttn n the Send Attestatin t State page. Submissin Rejected: prviders with attestatin submissins that have been reviewed and rejected by the State. Submissin Apprved: prviders with attestatin submissins that have been reviewed and apprved by the State. Ineligible B7 Submitted: prviders with attestatin submissins that have been reviewed and rejected by a State representative, and the submissins have als been released t CMS. The B7 Ineligible transmissin has been queued fr transmissin t CMS. Ineligible B7 Sent t CMS: prviders that have had B7 Ineligible transmissins sent t CMS. CMS Errr Prcessing Registratin Cnfirmatin (B7): prviders fr which B7 transmissins have been sent t CMS, but an errr ccurred n thse messages. These must be resent using the Release t CMS page. Duplicate Payment Check (D16) Submitted: prviders with attestatin submissins that have been apprved and had their D16 transmissins queued fr transmissin t CMS. Duplicate Payment Check (D16) Sent: prviders with attestatin submissins that have been apprved and had their D16 transmissins sent t CMS. CMS Errr Prcessing Duplicate Payment Check (D16): prviders fr which D16 transmissins have been sent t CMS, but an errr ccurred n thse messages. These must be resent using the Release t CMS page. CMS Apprved (D16): cnfirmatin has been received frm CMS that the prvider has n duplicate payments r exclusins. CMS Rejected (D16): cnfirmatin has been received frm CMS that the prvider has a State r Federal exclusin r a duplicate payment registered frm CMS. Released fr Payment: prviders fr which a D16 Respnse has been received. Invice Generated: prviders fr which an invice was generated by SLR. Invice Preprcessed: prviders with attestatin submissins fr which an invice was generated, and the invice was updated and saved in the system. Invice Printed: prviders fr which an invice was printed. Invice Prcessed: prviders fr which an invice was reprinted after being updated r crrected. State Dashbard User Manual 3-9

16 Invice Cmplete: prviders fr which an invice was printed and the infrmatin updated after payment. Bth the EFT r check number and the Disbursement Date are entered. MMIS File Submitted: prviders with attestatin submissins that have been apprved by bth SLR and CMS, and the payment infrmatin file queued fr transmissin sent t the MMIS system. MMIS File Sent: prviders with attestatin submissins that have been apprved by bth SLR and CMS, and the payment infrmatin file sent t the MMIS system. Errr Prcessing MMIS File: prviders fr which MMIS transmissins have been sent, but an errr ccurred n thse messages. MMIS File Received: prviders fr which MMIS transmissins have been sent and cnfirmatins received. Incentive Payment (D18) Submitted: prviders that have had their D18 transmissins sent t CMS. Payment Cmplete: a check r MMIS payment has been delivered t the prvider, and the invice updated if necessary. CMS Errr Prcessing Incentive Payment (D18): prviders that have had their D18 transmissins sent t CMS, but an errr ccurred n thse messages. Submissin Lcked: prvider is lcked in the system. Cancelled B-6 Inactive: prviders fr whm a B6 Inactivate transactin has been received frm the CMS. Cancelled Expired: prviders that did nt submit their attestatins prir t the grace perid end date fr a given prgram year. Cancelled Recuped: prviders that have had at least ne payment recuped by the State. Attestatin has exceptins pull-dwn menu: allws yu t select Shw All, Shw Only Eligible Prfessinals, r Shw Only Eligible Hspitals, and return prviders f the selected type that have exceptins r State rejectins. Pended Prviders pull-dwn menu: allws yu t select Eligible Prfessinals r Eligible Hspitals r Shw All t reveal all pended prviders f that Prvider Type. Encunters ending in 00 fr bth Medicaid and ttal encunters pull-dwn menu: allws yu t list all r nly Eligible Prfessinals that have encunter numbers that end in tw zeres. The 00 is a red flag fr auditrs. Randm Sample pull-dwn menu: this feature has nt yet been implemented. This menu has Shw All, Shw Only Eligible Prfessinals, r Shw Only Eligible Hspitals ptins. Click the Update Ttal buttn t shw the number f attestatins that have been cmpleted and passed all validatins and have nt been previusly selected fr audit. Enter a percentage in the % t Select text field and click the Find Prviders buttn. Prviders wh have assigned their payment t anther NPI/TIN pull-dwn menu: allws yu t select Eligible Prfessinals r Eligible Hspitals r Shw All t reveal all prviders f the selected Prvider Type that have declared a Payee ther than themselves. Find Prviders buttn: clicking this buttn will pen the Prvider List page, which lists all the prviders in the system that fulfills the criteria selected frm ne f the pull-dwn menus. State Dashbard User Manual 3-10

17 Audit Eligible Prfessinals This page is pened by clicking the Eligible Prfessinals submenu ptin revealed when the user pints at the Audits ptin in the Navigatin Menu. The page cntains fields that allw a user t find prviders with specified Medicaid patient vlumes. Patient Vlume Equals sectin: this sectin has a Minimum and a Maximum field. The user enters numbers in rder t specify a range and return all prviders that have a Medicaid patient vlume percentage within that range. Entering 10 in the Minimum field and 29 in the Maximum field and selecting the Find Prviders buttn wuld return all prviders with patient Medicaid vlumes f between 10% and 29%. Pediatricians can qualify fr a Medicaid Incentive Payment at a 20% Medicaid patient vlume rather than the nrmal 30%, s users try t track this prvider type mre clsely. These three radi buttns allw the user t view Pediatrician prviders in three ways. With Pediatricians radi buttn: with this selected, the page will list all prviders that fall in the specified range in the search results. Withut Pediatricians radi buttn: with this selected, the page will list all prviders except fr Pediatricians that fall in the specified range in the search results. Pediatricians Only radi buttn: with this selected, the page will list nly Pediatricians that fall in the specified range in the search results. State Dashbard User Manual 3-11

18 Audit Eligible Hspitals This page is pened by clicking the Eligible Hspitals submenu ptin revealed when the user pints at the Audits ptin in the Navigatin Menu. The page cntains tw pre-cnfigured queries. Hspitals that entered Medicaid Managed Care Inpatient Bed Days radi buttn: selecting this and then the Find Prviders buttn returns a list f hspitals that entered Managed Care Bed Days. Hspitals whse payment is greater than $2 millin fr the payment year radi buttn: selecting this and then the Find Prviders buttn returns reveals thse Hspitals receiving large payments. Audit Grups Nte: This feature is nt yet available. This page is pened by clicking the Grups submenu ptin revealed when the user pints at the Audits ptin in the Navigatin Menu. The page cntains ne pre-cnfigured query. Grups that have mre than 14 prviders radi buttn: selecting this and then the Find Prviders buttn returns a list f grups with at least 15 prviders. Pst Payment Audits This navigatin ptin pens the Audit Search page, which prvides searches t find prviders that have been audited in SLR. Prviders wh have been selected fr audit radi buttn: lists thse prviders wh have been Marked fr Audit by a State Dashbard user. Prviders selected fr radi buttn: selecting this will enable the pull-dwn menu frm which the user which select the Audit Type frm fur ptins. Financial Eligibility Meaningful Use Adpt, Implement, Upgrade State Dashbard User Manual 3-12

19 Thse prviders that have had the selected audit initiated will be listed in the Prvider List. Nte: a prvider wh is simply Marked fr Audit may nt have had an audit initiated fr them as yet. Thse selected fr audit will still have t have an audit started fr them t appear in this list. Prviders with multiple audits radi buttn: lists thse prviders wh have had multiple Audit Types initiated in a single Payment Year. Prviders with audit results = radi buttn: Adverse Finding Incentive Payment Mdificatin: the Audit uncvered a prblem and the payment will be recuped r adjusted. Failed t shw AIU f Certified EHR: the prviders did nt prvide adequate evidence that they had adpted, implemented, r upgraded apprved EHR Sftware Did nt use Certified EHR t meet MU: the prvider did nt use EHR sftware certified by the ONC, and is therefre nt eligible fr the incentive payment. Did nt meet Patient Vlume: the prvider did nt meet Eligibility numbers in rder t qualify fr the incentive payment this year. Did nt meet MU Objectives and Measures: the prvider did nt meet the measures required fr Meaningful Use, and therefre did nt qualify fr an incentive payment. Did nt meet MU Objectives and Exclusins: the prvider did nt meet the Objective and Exclusin requirements fr Meaningful Use, and therefre did nt qualify fr an incentive payment. Did nt meet CQM: the prvider did nt meet the requirements fr Clinical Quality Measure requirements fr Meaningful Use, and therefre did nt qualify fr an incentive payment. Was nt Medicaid Prvider: the prvider did nt qualify as a fficially licensed medical prvider. N Adverse Finding: the audit did nt uncver a prblem with the attestatin, and the payment will nt be mdified. Appeals This navigatin ptin pens the Appeal Search page, which prvides searches t find prviders that have made Appeals t their State. State Dashbard User Manual 3-13

20 All Appealed Attestatins radi buttn: lists all prviders and their Attestatins fr which an Appeal has been filed. Appeals in Prgress radi buttn: lists all prviders and their Attestatins fr which an Appeal has been started, but has nt been finished. Appeals are finished when an Appeal Status has been assigned. Appeals that have been Denied radi buttn: lists all prvider Attestatins that have Appeals with the Denied status. Appeals that have been Upheld radi buttn: lists all prvider Attestatins that have Appeals with the Upheld status. When the user selects the Find Prviders buttn and n results are fund a message is displayed, N results matching yur criteria are fund. Recupments and Adjustments This navigatin ptin pens the Recupment and Adjustment Search page, which prvides searches n attestatins in the system. All f the search menus n this page have three ptins: Shw All Shw Only Eligible Prfessinals Shw Only Eligible Hspitals The page cntains seven searches that are currently available: All Recuped Attestatins radi buttn: lists all Attestatins that have had a Recupment initiated. Recupments that have been cmpleted radi buttn: displays Attestatins with cmpleted Recupments. Recupments pending cmpletin radi buttn: displays Attestatins with Recupments that are currently active, meaning that they haven t been canceled r submitted. All Adjusted Attestatins radi buttn: lists all Attestatins that have had an Adjustment initiated. Adjustments that have been cmpleted radi buttn: displays Attestatins with cmpleted Adjustments. State Dashbard User Manual 3-14

21 Adjustments pending cmpletin radi buttn: displays Attestatins with Adjustments that are currently active, meaning that they haven t been canceled r submitted. Recupment Pended Attestatins radi buttn: list thse Attestatin that have been pended as a result f a Recupment. Step 1 This navigatin ptin pens the Registratin Checks Search page, which prvides searches n the Prvider Master File (PMF) prvided by the State. The SLR cmbines infrmatin frm the Federal level thrugh CMS and its NLR registratin, and frm the State level thrugh the State s PMF and ther data surces. The page cntains five searches that are currently available: Prviders that attest t being a Physician Assistant radi buttn: selecting this will list nly the PA prviders. Prviders that attest t being a Pediatrician radi buttn: select Shw All, Shw Only Eligible Hspitals, r Shw Only Eligible Prfessinals frm the pull-dwn menu. PMF Prvider Type radi buttn: select Certified Nurse Midwife, Dentist, Hspital, Nurse Practitiner, Physician, r Physician Assistant, and display a list f all the prviders f that type. PMF Prvider Taxnmy equals radi buttn: select Shw All, Shw Only Eligible Hspitals, r Shw Only Eligible Prfessinals frm the pull-dwn menu, then select an applicable Taxnmy Cde. PMF Prvider Specialty equals radi buttn: select Shw All, Shw Only Eligible Hspitals, r Shw Only Eligible Prfessinals frm the pull-dwn menu, then select a Specialty Cde. Select a search ptin and click the Find Prviders buttn. The page will refresh and the prviders that match the selected search ptins will be displayed in a list. Only Specialty and Taxnmy Cdes used by the State will be included in the secnd pull-dwn menu. Step 2 This navigatin ptin pens the Eligibility Checks Search page, which prvides searches n SLR and NLR prvider data. The SLR cmbines infrmatin frm the Federal level thrugh CMS and its NLR registratin, and frm the State level thrugh the State s PMF. State Dashbard User Manual 3-15

22 The page cntains precnfigured searches: Reprted eligibility data fr multiple States radi buttn: selecting this buttn will activate the pull-dwn menu, which enables the user t select a State. This will list prviders with claims frm the selected State. Opted ut f a grup (EPs nly) radi buttn: selecting this will list prviders that have been added by a Grup Administratr, but elected t use their wn Medicaid patient encunter numbers n their attestatin submissin. Reprted Needy Individual Patient Vlumes radi buttn: selecting this buttn will list thse prviders that see patients classified as Needy Individuals. Select a search ptin and click the Find Prviders buttn. The page will refresh and the prviders that match the selected search ptins will be displayed in a list. Step 3-5 Nte: These searches are nt yet available. Release t CMS This navigatin ptin pens the Release t CMS page, which prvides searches t find prviders that are ready fr ne f tw transactins sent t CMS. The page cntains tw precnfigured searches: Prviders marked ineligible (B7 ineligible) radi buttn: selecting this will list prviders that were fund t be ineligible fr the EHR Incentive payment during the SLR prcess. Prviders ready fr duplicate payment check request (D16 request) radi buttn: selecting this will list prviders that were fund t be eligible fr the EHR Incentive payment during the SLR prcess, and are ready fr the D16. State Dashbard User Manual 3-16

23 Select a search ptin and click the Find Prvider buttn. The page will refresh and the prviders that match the selected search ptins will be displayed in a list. Only participants wh have been apprved (fr D16) r Rejected (fr B7) during the verificatin prcess will appear n these searches. This list will have six clumns: Select clumn: allws the prvider t select the prvider t send their assciated attestatin infrmatin t CMS. Name clumn: the name f the prvider. The names in this clumn pen the Prvider Infrmatin page displaying the attestatin submissin assciated with the selected prvider. NPI clumn: the Natinal Prvider Identifier number assigned t the prvider. TIN clumn: the Tax Identificatin number assigned t the prvider. Verificatin Descriptin clumn: the stage r state f the attestatin. Fr prviders marked ineligible, this clumn is titled the Rejectin Descriptin clumn. Date clumn: the date the attestatin submissin was denied. Fr prviders marked ineligible, this clumn is titled the Rejectin Date clumn. Select ne r mre prviders and click the release t CMS buttn. The Release t CMS Search page will reappear, and the selected prvider s attestatin will be added t the Release t CMS queue. Payment Prcessing These navigatin ptins pen the Payment Prcessing page, which prvides queries t find prviders that have either fulfilled all requirements and are ready t receive EHR Incentive payments frm the State, r have an exclusin. The page cntains fur precnfigured searches: State Dashbard User Manual 3-17

24 Ready fr Payment radi buttn: selecting this will list prviders that have n duplicate payments, federal exclusins, r State rejectin reasns. These participants can be selected and released fr payment frm the list. Duplicate Payment Check with Only State Rejectins radi buttn: selecting this will list prviders that have a Duplicate Payment Check respnse frm CMS that has ne r mre State Reject Reasns. These participants will be displayed with bth the Release fr Payment and the Reject buttn enabled. The State user has the ptin t select participants t be rejected r released fr payment. If the prvider is rejected, the prvider s SLR status will be updated t Rejected by CMS and a Nt Eligible B7 will be sent t CMS. If the Release fr Payment buttn is selected, the Attestatin is assigned a status f Invice Generated fr Invice States, r MMIS Files Sent fr MMIS States Duplicate Payment Check with Federal Exclusins/Duplicate Payment radi buttn: selecting this will list prviders that have either a Duplicate Payment r anther Federal exclusin n the Duplicate Payment Check Request Respnse frm CMS. Duplicate Payment Request Errr radi buttn: selecting this will list prviders fr which there was an errr in the transmissin. This prvides nly the list, and is an infrmatinal display nly. Nte: this query is nt yet available. Select a search ptin and click the Find Prvider buttn. The page will refresh and the prviders that match the selected search ptins will be displayed in a list. Only participants wh have been apprved fr payment during the verificatin prcess will appear n these searches. Manage Payment Frms This cntrl appears fr States using State Payment Frms t cmmunicate payment infrmatin t financial departments within their State. The navigatin ptin pens the Manage Payment Frm Search page, which prvides several searches t find frms that have been r need t be prduced by the State in rder t prvide payments. The page cntains fur precnfigured searches: Payment Frm t be Printed radi buttn: selecting this will list prviders that have been released fr payment, but their patient infrmatin has nt been transferred t the State s financial ffice. Printed Payment Frm radi buttn: selecting this will list frms that have already been generated. State users will update the Check r EFT Number, Disbursed Date, and Ttal Disbursed Amunt fields fr these frms t cmplete the prvider s infrmatin. This will initiate the D18 transmissin t CMS. Cmpleted Payment Frm radi buttn: selecting this will list frms that have already been updated and the D18 sent t CMS. Specific Payment Frm radi buttn: selecting this will activate the search field. Entering a number in this field and clicking the Find Payment Frm buttn will list all frms matching the search string. Select a search ptin and click the Find Payment Frm buttn. The page will refresh and the prviders that match the selected search ptins will be displayed in a list. State Dashbard User Manual 3-18

25 List Pages When the Find Prvider r Find Payment Frm buttns are selected, thse pages will refresh and display the results f the assciated search in list frm n the page. Each List page shares the cmmn features listed belw. Shwing [n] [n] f [n] label: displays the number f prviders listed n the Prvider List at the current mment, and the ttal number f Prviders that matched the search criteria. Only 20 prviders will be listed at any ne time. A Next >> link will appear if mre than 20 prviders matched the search criteria. Next >> link: clicking this link will display the next 20 prviders that matched the search criteria. << Previus link: this link will appear when the prviders beynd the first 20 n the list are displayed, and clicking the link will display the previus 20 prviders that matched the search criteria. Shw Filter icn: clicking this will display the search cntrls yu used t display the Prvider List. This allws yu t alter the search query and re-ppulate the Prvider List if needed. Payment Frm List The Payment Frm List displays the State Payment Frms that matched the search query in a series f clumns. Nte: DC users will use the State Payment Frm until their MMIS is fully integrated with SLR, and then the Manage Payment cmpnents will be used. Select clumn: allws the user t select the frm in rder t view it by cells in an nline spreadsheet. Payment Frm Number clumn: the unique number assigned t the frm by the system. The numbers in this clumn als serve as links t the Payment Frm Details page, which displays the infrmatin abut the prvider and their EHR Incentive payment. This page allws a State user t update the prvider infrmatin with payment details such as the Disbursement Date. Payee NPI clumn: the Natinal Prvider Identifier number assigned t the prvider the frm is assciated with. State Dashbard User Manual 3-19

26 Payee Name clumn: the name is listed last name first. Number f Prviders clumn: in sme cases, an SPF will be prepared fr a grup. This clumn displays the number f prviders in that grup. Payment Amunt clumn: the amunt paid t the prvider and dcumented by this frm. Payment Frm Details Page This page cntains tw sectins, the Payment Infrmatin sectin and a list sectin n the bttm. All fields in the Payment Infrmatin sectin can be updated by a State user. Payee: the name f the payee this may be different frm the name f the prvider wh has been apprved fr the Incentive Payment. Payment Frm Number: the unique number assigned t the frm by the system. Payee TIN: the Tax Identificatin number used by the payee. Reasn fr Payment: this will always display EHR Incentive Payment. Ttal Payment Amunt: the amunt f the Incentive Payment. Payment Methd: EFT fr Electrnic Funds Transfer r Check the methd used by the State t pay the payee. Number: the number f the Check r EFT transactin. Disbursed Date: the date the check was prduced by the State s financial system, r the date the funds were transferred t the payee s accunt by EFT. Ttal Disbursed Amunt: the amunt sent t the prvider. The infrmatin in the table belw the Payment Infrmatin sectin is display-nly. CMS Cnfirmatin Number clumn: a unique number assign t a prvider, and identifying a unique NPI and TIN cmbinatin. Prvider NPI clumn: the Natinal Prvider Identifier number assigned t the prvider. Prvider TIN clumn: the Tax Identificatin number assigned t the prvider. Prvider Name clumn: the name f the payee this may be different frm the name f the prvider wh has been apprved fr the Incentive Payment. Type clumn: the type f prvider. Ttal Disbursed Amunt clumn: the amunt determined by the SLR system t be wed the prvider if apprved fr an incentive payment. Clicking the Save buttn will preserve any changes in the database. Clicking the Cancel link will pen the Manage Payment Frm Search page and abandn any changes made t the fields. State Payment Frm This page cntains the State Payment Frm (SPF). All the fields n this page are display-nly. State Dashbard User Manual 3-20

27 Prvider List The Prvider List displays the prviders that matched the search query in a series f clumns. Clicking n the Status, Prvider Name, r NPI clumns will rder the clumns, first in ascending and then in descending rder. Marked Audit clumn: displays either an icn that indicates that a prvider has been marked fr audit, r a checkbx that can be selected. If the checkbx is selected and the Mark fr Audit buttn is clicked, that prvider will be selected fr an audit. Each Audit is begun n the Audit page. Year clumn: displays the Payment Year the prvider is attesting. The first time the prviders attest is reflected by a Year f 1. Status clumn: indicates the last step the prvider has cmpleted. Prvider Name clumn: the name is listed last name first. The names in this clumn als serve as links t the Prvider Infrmatin page, which displays cmprehensive infrmatin abut the prvider and their EHR Incentive attestatin. NPI clumn: the Natinal Prvider Identifier number assigned t the prvider. The numbers in this clumn als serve as a link t the Prvider Infrmatin page. TIN clumn: the Emplyer Identificatin Number r Scial Security Number that the prvider is using t cnfirm their identity. Specialty/Taxnmy clumn: any relevant prfessinal cdes in the database, if these are available. Original Submissin Date clumn: displays the first time during the assciated Payment Year that the prvider submitted their attestatin. Latest Submissin Date clumn: displays the mst recent time during the assciated Payment Year that the prvider submitted their attestatin. State Dashbard User Manual 3-21

28 Shw Filter icn: clicking this will display the search cntrls yu used t display the Prvider List. This allws yu t alter the search query and re-ppulate the Prvider List if needed. Shwing [n] [n] f [n] label: displays the number f prviders listed n the Prvider List at the current mment, and the ttal number f Prviders that matched the search criteria. Only 20 prviders will be listed at any ne time. A Next >> link will appear if mre than 20 prviders matched the search criteria. Next >> link: clicking this link will display the next 20 prviders that matched the search criteria. << Previus link: this link will appear when the any prviders beynd the first 20 n the list are displayed, and clicking the link will display the previus 20 prviders that matched the search criteria. Select All cmmand: selects all checkbxes n the current page f results. Once the Mark fr Audit buttn is selected, the assciated prviders will all be marked fr audit. Ntificatin s can be sent t the prviders if the State wishes t turn n this feature. Clear All cmmand: All the checkbxes n the current page f results will be cleared f any recent selectins. Prvider Infrmatin Sectin This cmpnent is pened frm the Prvider List, and displays all the infrmatin abut a prvider and his r her EHR Incentive attestatin. The first page is the Prvider Infrmatin page. State Dashbard User Manual 3-22

29 Navigatin Menu The Prvider Infrmatin page pens by default when a prvider is selected frm the Prvider List. Year pull-dwn menu: this menu will cntain nly the years that are applicable t the selected prvider. If the prvider has participated fr nly ne year, the nly ptin will be Year 1. Each link f the Navigatin Menu will pen pages relating t the year selected in the Year menu. Prvider Infrmatin link: pens the Prvider Infrmatin page, the first page f the Prvider Infrmatin sectin. Payment Calculatin link: pens the Payment Amunt page fr Eligible Prfessinals, r the Payment Calculatin page fr Eligible Hspitals. Attachments link: pens a page listing all the attachments added t a Prvider s attestatin fr the selected Year. Verificatin link: pens a page that displays all the verificatins established fr the State s prviders, and the prgress that State users have made verifying the selected prvider s infrmatin. Appeals link: pens a page that allws users t dcument and manage any Appeals assciated with the attestatin. Audit link: in a future iteratin f the SLR, this will pen the Audit page. Ntes link: this sectin allws State users t add ntes the any prvider s attestatin. Recupments & Adjustments link: pens the Recupment and Adjustment page, allwing the user t cmplete r initiate a Recupment r Adjustment. CMS link: pens the CMS Data fr Prvider reprt, which displays all the data that the Centers fr Medicare and Medicaid Services system has n the selected prvider. PMF link: pens the PMF Data fr Prvider reprt, which displays all the data that the Prvider Master File prvided by the State has n the selected prvider. All pages within the Prvider Infrmatin sectin have an icn prvider s NPI number and address. that, when clicked, will reveal the Prvider Infrmatin Page Navigatin tabs: indicate the prgress f the Prvider in the SLR system. State Dashbard User Manual 3-23

30 A blue line n the tab indicates the tab yu are currently viewing, and each tab will display an icn that represents the status f that step fr the selected prvider: : Cmpleted steps are indicated by a checkmark icn. : Tabs representing steps that have nt been started cntains this icn. : Steps that have been started but nt cmpleted display this icn. The tabs belw shw that all the steps f the selected prvider s attestatin have been cmpleted. Pages: each page pened by ne f the Prvider Infrmatin navigatin tabs will present data entered by the prvider n the crrespnding page in the SLR system. Belw is the page displaying an Eligible Prvider s Step 1 infrmatin. During Step 4 f the SLR prcess, the prvider prints and signs the Attestatin Agreement. This page simply has a checkbx that indicates whether the prvider cmpleted the step r nt, thugh the tab prvides this infrmatin as well. Sme prviders will be demnstrating meaningful use f the EHR sftware they have implemented, and the tabs and data cntained n these pages will be different. Hspitals and Prfessinals have different fields within a step f the SLR wrkflw, and their Prvider Infrmatin pages reflect thse differences. Step 1 Cmplete (Registratin): EH State Dashbard User Manual 3-24

31 Step 1 Cmplete (Registratin): EP The fields are specific t the State in which the prvider is registered. Step 2 Cmplete (Eligibility): EH State Dashbard User Manual 3-25

32 EHs have tw pages f infrmatin fr Step 2: the Hspital Demgraphics page and the Medicaid Vlume page. Click the link at the tp f the page t tggle between the tw pages. Step 2 Cmplete (Eligibility): EP Step 3 Cmplete This page can display either Adpt, Implementatin, Upgrade r Meaningful Use infrmatin. Step 3 Cmplete (Attestatin): EH AIU Step 3 Cmplete (Attestatin): EP AIU Step 3 Cmplete (Attestatin): EP MU The initial page displays general infrmatin that is specific t Step 3, such as the EHR Certificatin Number and Reprting Perid. The Surce f MU Data field displays Manual Entry if the MU infrmatin was typed int the SLR interface. If the infrmatin was ppulated by a C5 file r frm an imprt file created by the EHR Sftware, the message will display the surce f the infrmatin. C5 Files are received frm CMS fr every Dually Eligible hspital in the State. Dually Eligible Hspitals will have already submitted MU infrmatin int the CMS system t qualify fr the Medicare payment. The C5 file ppulates the SLR database with all the previusly entered MU infrmatin, and autmatically cmpletes this step fr the Hspital. State Dashbard User Manual 3-26

33 Select ne f the Measures links (such as the MU Objective Summary link) t view the data frm that set f Meaningful Use measures. All f the data captured by SLR will be revealed n the data pages within the Step 3 tab. Once a Measures buttn is selected, the titles f the specific measures in that grup will be displayed n the page as a series f links. Click a link t view a measure s infrmatin. Orange text (nt including the title) represents the answers that the prvider entered int the system. Black text displays the questin that was answered s that the cntext f the infrmatin is clear. State Dashbard User Manual 3-27

34 Step 3 Cmplete (Attestatin): EH MU Step 4 Cmplete (Agreement Signed): EH Step 4 Cmplete (Agreement Signed): EP Step 5 (Submissin Sent): EH State Dashbard User Manual 3-28

35 Step 5 (Submissin Sent): EP Payment: EP and EH Unlike the ther pages f the sectin, which simply display the infrmatin entered int the SLR pages, the Payment tab prvides the histry f the actins, payments, and CMS transactins that impact the selected year. It will als be the page where State users with sufficient permissins will resend the D16, D18, and the B7 transactins. CMS Registratin (B6): the date that the prvider was last added r updated in the CMS EHR Incentive Registratin Cnfirmatin (B7): this transactin can be resent as either an eligible r an ineligible B7. If the status is Nt Eligible, a reject reasn will be required. Attestatin Submitted: the prvider cmpleted and submitted the Attestatin n this date. State Verificatin: State users cmpleted all Verificatin Items fr the Attestatin. Duplicate Payment Check Sent (D16): this transactin can nly be resent if the participant has passed all required verificatins and been apprved by the State. It als must be ver 48 hurs since an riginal D16 was sent and there is n crrespnding D16 respnse in SLR s database tables. Duplicate Payment Check Received (D16): a cnfirmatin that the batch transactin was received. Incentive Payment Check (D18): this transactin can nly be resent if the attestatin applicatin has a status that indicates payment has been made by the State, and nly if SLR gets n respnse frm CMS. State Dashbard User Manual 3-29

36 Audit Data Sent (E7): the E7 batch transmissin is sent any time there is a change in the status f an Audit being perfrmed n the prvider. Audit Data Respnse Received (E7): a respnse frm CMS will be received. Appeals Data Sent (E8): the E8 transmissin is sent any time there is a change in the status f an Appeal being cnducted n the prvider s behalf. Appeals Data Respnse Received (E8): a respnse frm CMS will be received. Payment Calculatin Fr Eligible Prfessinals, the determinatin f the payment is very straightfrward. The Payment Calculatin page displays the payment amunt and any Adjustment r Recupment that has ccurred. Fr the first year, the payment fr an Eligible Prfessinal has been established by CMS at $21,250. Pediatricians can qualify fr a reduced payment at a lwer eligibility threshld, and this is the nly variance. In this example, the prvider has been selected fr Audit. The message will appear n all Prvider Infrmatin pages if the prvider has been selected fr Audit, including the Prvider Infrmatin pages fr ther Payment Years. Hspital payment calculatins are cmplex, and the page displays year-t-year grwth rates, discharges, amunts, bed days, the Medicaid share f patient encunters, and all ther pertinent infrmatin. If a Recupment r Adjustment affected the payment, that will be reflected here as well. State Dashbard User Manual 3-30

37 Attachments The Attachments page allws State users t access all the files that were attached t a selected prvider s attestatin. Beneath the prvider s name and infrmatin, the attachments are listed in a table with fur clumns: Sectin clumn: indicates the page r step in SLR where the file was attached. Subject clumn: displays the subject selected n the Manage Files cmpnent t identify the dcument. This subject was selected by the user wh upladed the file. Descriptin clumn: displays the descriptin. Date Added clumn: the date the file was upladed int SLR. Filename clumn: the name f the file. The filename als serves as a link t pen and view each file in a separate windw. State Dashbard User Manual 3-31

38 Verificatins This sectin allws State users t review and apprve attestatins submitted t the State. The Verificatin ptin will nt appear in the Navigatin Menu until an applicatin has cmpleted Step 2 f the attestatin prcess. When apprving an attestatin, a State user will view each Verificatin Item that the State has established, add a nte t each, and then apprve, pend, r reject the item. The State will als decide whether t make each item required. The items in the list are cnfigurable by the State, and a State user can add t the Verificatin Items at any time. This way a necessary item will nt have t wait fr a new SLR system deplyment and can be added right away. Verificatin Item List page: this pens when the Verificatin link in the Navigatin Menu is selected. It cntains six clumns: Item: the number f the item. Required: indicates whether the item is required t be passed befre the attestatin can be apprved by the State. Descriptin: the title f the Verificatin item. Clicking n the link in this clumn will pen the Verificatin Detail page. Status: shws the status f the Verificatin item, which will generally be Unverified r Passed by User. Exceptins: sme f the verificatin items are assciated with an exceptin check, such as a sft stp. If a sft stp r ther exceptin ccurred n a page f that prvider s attestatin, an icn is displayed, and a special Verificatin Item t deal with that exceptin will appear. The page als has six cntrls: Add Verificatin link: pens the Verificatin Admin page, allwing yu t add anther Verificatin item. State Dashbard User Manual 3-32

39 Prvider Detail icn: the attestatin will have an icn next t the prvider s name. This sectin will always display the latest item in the attestatin s histry. Clicking the icn will display the NPI, CCN, and lcatin infrmatin f the prvider. Verificatin Histry icn: this sectin will have a an icn allwing the user t display the histry f the Verificatin f the attestatin, including the date and user that passed r failed a Verificatin Item. Apprve buttn: clicking this buttn designates the attestatin as apprved fr payment by the State. The buttn will activate nly when all Verificatins are passed. Reject buttn: designates the attestatin as rejected fr payment by the State. In the future, this will send messages thrugh the SLR messaging system t interested parties and initiate any appeals prcess that the State has established. Pend buttn: pends the attestatin, which unlcks the applicatin at Step 1, allwing the prvider t crrect r revise sme infrmatin and resubmit it fr apprval. Verificatin Admin page: pens when the user clicks the Add Verificatin link n the Verificatin List page. This page allws a State user t add a new verificatin item. The item will nt be required by the system. The page has tw fields and tw cntrls: Verificatin Descriptin text field: the title f the verificatin item. Verificatin Instructins text field: allws the user t enter instructins fr State emplyees t review befre passing r failing the verificatin item. Save buttn: saves the new verificatin in the system and pens the Verificatin Detail page, allwing the user t pass r fail the new item. Cancel link: cancels the peratin and pens the Verificatin Item List page. Verificatin Detail page: this page pens when a Verificatin Item is selected n the Verificatin Item List page, r when a new Verificatin Item is created n the Verificatin Admin page. The tp f the page is a read-nly sectin that displays infrmatin abut the selected Verificatin Item. Item # display field: the number f the item n the Verificatin Item List, and the ttal number f items. Current Status display field: displays whether the item has been Passed, Failed, Unverified, etc. this field will als display the State user wh engaged the status. Verificatin Descriptin display field: cntains the title f the Verificatin Item. Verificatin Instructins text field: displays instructins fr State emplyees t review befre passing r failing the Verificatin Item. State Dashbard User Manual 3-33

40 SLR Data table: if a Verificatin Item relates directly t data cntained in the SLR system, that infrmatin and the relatinship will be displayed in the SLR Data table. Step clumn: cntains the Step in the SLR wrkflw where the infrmatin is cllected r verified. In this case, the prvider s Enrllment Status was nt fund in SLR, which means that the prvider did nt register with CMS. Sectin clumn: the sectin that the data element can be fund. Fr example, the Enrllment Status cde is checked against data received frm CMS during Step 1. Field clumn: the field name f the data element. Value clumn: the value f the data element. In this case, the prvider has nt registered with CMS, s the field is unppulated. Exceptin clumn: a descriptin f the exceptin. The lwer half f the page has three tabs and three cntrls. Ntes tab: cntains a list f the ntes that have been previusly added t the Verificatin Item, including the time and date it was added, the user wh added the nte, and its text. Clicking the Add Ntes link will pen a cmpnent allwing yu t apply a new nte t the Verificatin Item: Date display field: displays the date stamp that will be assciated with the Nte. User display field: displays the user wh adding the assciated nte. Nte text field: prvides a text field t capture the text f the nte added by the user. Save Nte buttn: adds the new nte and displays it in the list n this tab. Cancel link: remves the Add Nte cmpnent withut making any changes. Attachments tab: cntains a list f files that were attached t supprt r dcument the Verificatin Item. The page displays the date and time the file was added, the user wh added it, and the subject f the file. Clicking the subject will pen the file. Clicking the Add Attachments link will pen a cmpnent allwing yu t add a dcument: Subject text field: allws the user t select r enter a shrt descriptin r title fr the dcument Add Attachment sectin: clicking the Brwse buttn in this sectin will cause a Chse File windw t appear, allwing yu t brwse t and select the crrect file. Uplad File buttn: clicking this buttn adds the selected file t the list f Attachments. The Ntes tab will pen when the buttn is selected. Clse link: clses the Add Attachment cmpnent. State Dashbard User Manual 3-34

41 Pass buttn: saves the status f the Verificatin Item as Passed. A nte must be added t the Verificatin Item in rder t pass r fail the item. Fail buttn: saves the status f the Verificatin Item as Failed. The Pass and Fail buttns can be clicked while viewing any f the tabs. Verificatin Histry tab: displays the time, date, and user fr each change in status made t the Verificatin Item. Return t Verificatins List link: re-pens the Verificatin Items List page. Apprve buttn: lcated n the Verificatin Item List page, the Apprve buttn will activate when all the verificatins n a single attestatin submissin have been passed by a State user. It will remain inactive if the prvider has already been paid, r the verificatin prcess has nt yet been cmpleted fr the prvider. Once this is selected, the attestatin will have a status f Submissin Apprved. After that, the State user will release the submissin t CMS s that CMS will be ntified and the payment prcess will begin. Reject buttn: this will reject the attestatin. At this pint, the accunt is lcked. The State user will release the submissin t CMS, at which pint a transmissin is sent t CMS s EHR Incentive Payment system identifying the prvider as nt eligible fr payment, including the rejectin reasn and cde. Pend buttn: selecting this buttn will pend the applicatin, allwing the State emplyee t wrk with the prvider t crrect infrmatin r reslve any prblems with the attestatin. The Verificatin Items are lcked, thugh the histry f each is retained. The attestatin frm is deleted and will have t be re-submitted by the prvider, and the attestatin itself is restarted at Step 1 (Abut Yu) f the prcess. All data the user entered will still ppulate the attestatin. Appeals An appeal is a petitin by a prvider t change a decisin made by a State user r Auditr. The rules and details fllw guidelines established by CMS and are enfrced at the State level. Sme f the Attestatins submitted thrugh the SLR system will be fund t be belw the minimum threshld fr payment and will be rejected. State users can dcument up t three levels f appeals in the SLR Dashbard. The details f the Appeal prcess, including the names f the three levels f Appeals, are determined by each State. Nte: All clients currently have autmatic ntificatins t prviders turned ff, s all cmmunicatins with prviders are handled by the state. this is true f Appeals, Recupments, and Adjustments. When a prvider is denied an EHR incentive payment, they will be ntified f their right t appeal. After selecting a prvider, click the Appeals buttn n the Navigatin Bar. Clicking the Initiate Appeals buttn n the Appeals page will reveal three Appeal Types: Payment, either AIU r MU, and Eligibility. Clicking ne f these buttns will start the appeal. State Dashbard User Manual 3-35

42 Depending n which ptin the prvider is using n the Attestatin, either an AIU r an MU buttn will appear n the page. Once initiated, the Appeal Initiated date field will appear n the page. The user can change this date r the Appeal Cmpleted date after the Appeal is selected. This is t ensure that the Appeals prcess fllwed by the state is accurately dcumented in SLR. The Appeal Types all have the same fields and cntrls. Once an Appeal type is selected, the fllwing fields will appear: Appeals Organizatin pull-dwn menu: this will default t the State Admin, ptin, and the chices are determined by the State. State Audit Cntrl Number display field: this will display the Audit Cntrl Number assigned t the Attestatin if the State has initiated an audit and assigned a number. The field will be blank if an audit has nt been initiated. blank and read nly if the prvider has nt had an audit initiated and an audit cntrl number recrded thrugh the dashbard audit functinality CMS Appeal Case Number display field: this is ppulated when the CMS E8 interface file is sent fr the prvider. CMS Audit Case Number display field: this will display the Audit Case Number assigned t the Attestatin by CMS, and received by SLR thrugh the E7 interface. Appeals Reasn pull-dwn menu: allws the State user t select the reasn fr the Appeal. State Dashbard User Manual 3-36

43 Attestatin Nt Submitted Attestatin Rejected by State Payment was Recuped Payment was Adjusted Once the Appeals Reasn menu is ppulated, the user can initiate the Appeal Level. The names f the Appeal Levels are determined by the State. By default, these are Infrmal Review, Judiciary Review, and Final Determinatin. Click the Appeal Level buttn, and the Level-specific fields will be displayed. These are the same acrss the three Levels f Appeals. CMS Appeals Cmment pull-dwn menu: allws the user t select the pint r stage that the Appeal is currently at. Each selectin will be recrded in the system s that the varius stages are dcumented. <Select> State Dashbard User Manual 3-37

44 Additinal Dcumentatin Requested Additinal Dcumentatin Received Additinal Dcumentatin Nt Received Amendment Filed Deadline Missed Inchate Hspital Cst Reprt Precluded by Statute Nn Permissible Extensin Requested Extensin Granted Extensin Denied Ability t Re-file N Ability t Re-file CMS Appeals Nte text field: allws a user t recrd appeal ntes fr transmissin t CMS in the E8 interface. Up t 100 characters can be entered in this field. Ntes and Attachments Tabs: Appeals have a cmpnent that allws State users add Ntes and Attachments t the respective pages. These will be assciated with the specific Appeal Level selected. The cmpnent wrks the same as ther Ntes and Attachments cmpnents used n ther pages in the Dashbard, such as the Audit and Verificatin pages. Appeals Status pull-dwn menu: allws a user t finalize the Appeal. Received filed appeal: this will keep the Appeal Level and all its fields active. Appeal dismissed with prejudice: this status indicates that the prvider may nt refile the appeal as it has been fund t be withut merit. Appeal dismissed withut prejudice: this this will keep the Appeal Level and all its fields active, as the prvider culd refile the paperwrk. Appeal denied: This status indicates that the prvider may re-file the appeal with the next level in the defined appeals prcess. If this is selected frm the third Appeal Level, n mre Appeals are allwed. Appeal upheld: disables the Appeal Level and all its fields, and grants the prvider the Appeal. This may initiate an adjustment. Initiating Adjustments Once an Appeal is cmpleted, an Adjustment may be created autmatically. If Appeal Upheld is selected frm the Appeal Status pull-dwn menu, and Payment was recuped was selected frm the Appeals Reasn pull-dwn menu, the adjustment is created t ffset the Recupment. State Dashbard User Manual 3-38

45 Save, Submit, r Cancel Only ne Appeal can be active at ne time. It is cnsidered active if the Appeal has been initiated, but has nt yet been submitted r cancelled. Submit buttn: this will pen the Cnfirm Appeal windw, enabling a State user t designate the Appeal cmpleted fr this Appeal Level f the Payment Year. Save buttn: This allws the user t start the Appeal and finish it during anther sessin. Cancel and lse changes buttn: this will pen a cnfirmatin pp-up allwing the State user t cancel the Appeal. Once cancelled, the Initiate Appeal buttn is reactivated. Audits Audits are designated n attestatins by State users, and a single attestatin culd underg several simultaneus r cnsecutive audits. Risk Prfile pull-dwn menu: this is applicable t all audits in general, and is specified fr the prvider. Mark fr Audit buttn: this allws a State user t designate the attestatin fr audit. The audit is nt initiated at this pint. It is put int the queue f attestatins that will ptentially be audited. Attestatins can be designated as marked fr audit using this buttn r by using the Mark fr Audit feature n the Prvider List. The Initiate Audit buttns will appear after an Attestatin is marked fr audit. Initiate Financial Audit buttn: initiates a financial audit. Initiate Eligibility Audit buttn: initiates an audit f patient vlume and ther eligibility infrmatin, such as the licensure f the prvider. Initiate MU Audit buttn: either this buttn r the Initiate AIU Audit buttn will appear, depending n which ne was used by the prvider as their Attestatin Type. The Meaningful Use audit will investigate the Objective and Clinical Quality Measures that the prvider reprted. Initiate AIU Audit buttn: there are fur types f audits, thugh there will nly be three types available t assign t a prvider. The AIU audit is available t assign t a prvider nly in the first Payment Year, and nly if the prvider chse AIU as their Attestatin Type. After the first payment, nly the MU audit will be available, as the prvider will nt have the ptin fr AIU in his r her secnd year. Selecting an Initiate [x] Audit buttn will reveal a tab crrespnding t that chice. The Audit Dates tab will accmpany any r all ther Audit Type tabs. Once initiated, the Audit can be cancelled, but cannt be restarted. If users wish t perfrm anther audit f the same Audit Type, then they will use the secnd Audit Methd. A user can initiate an Audit nly nce per Audit Type. After a cancellatin, the auditr will use an additinal Audit Methd used. Audit Type Fields Fields cmmn t all Audit Types include the fllwing: State Dashbard User Manual 3-39

46 Audit Organizatin pull-dwn menu: currently this cntains nly ne ptin, State Auditr, but the field is fully cnfigurable. State Audit Cntrl Number text field: allws an auditr t enter the audit number prvided by the State t the attestatin. CMS Audit Case Number display field: in a future release, this will be returned by CMS and is a tracking number used by CMS t catalg the audit. Reasn fr Audit pull-dwn menu: cntains a number f ptins that are specific t each State. Audit Nte text field: when Audits are initiated, the reasn that the audit is being begun shuld be recrded as a nte. Audit Ntes are 250 characters in length. The Audit cannt prceed withut an Audit Methd being selected, as this determines which Audit Checklist items need t be cmpleted in rder t finish the audit. Audit Dates Tab This tab will appear whenever any audit is initiated and it s methd is selected. It will display the date the attestatin was first marked fr audit, and give the initiated, cmpleted, and/r cancelled date f each audit perfrmed n the attestatin. Audit Methds Each State will determine the number f Audit methds available fr each Audit Type. Fr mst States, there are tw methds: Desk Audit and Onsite Audit. Each Audit Methd buttn will add a tab cntaining the Audit Checklist items assciated with the selected Payment Year/Prvider Type/Audit Type/Audit Methd cmbinatin. State Dashbard User Manual 3-40

47 Audit Checklist Items An audit is fficially begun when ne f the Initiate [x] Audit buttns is clicked, thugh an Audit Methd must be selected as well. Once the methd is selected, a tab will appear beneath the Desk and Onsite buttns. The audit is cmpleted by cmpleting the items listed here. These items will perate in basically the same way as Verificatin Items. Click an item in the Descriptin clumn t pen an individual Audit Checklist item. The Audit Checklist Detail page will appear. This page cntains the instructins that tell the auditr what is needed t perfrm this step f the audit. As with Verificatin Items, the State user must add a nte and then select ne f the buttns at the bttm f the page t cmplete the Audit Checklist item. Pass buttn: passes the Audit Checklist item. Fail buttn: indicates that the attestatin has failed t pass the item. N/A buttn: indicates that the item is nt applicable t the prvider r the specific attestatin. Need Mre Inf buttn: this is a temprary status that indicates that mre infrmatin is needed. If this status is selected, the audit cannt be cmpleted until it is changed t anther status. The Ntes, Attachments, and Histry tabs perate in the same manner as their Verificatin cunterparts. Remember that a nte must be added t pass r fail an Audit Checklist item. State Dashbard User Manual 3-41

48 Audit Methd Tab Each Audit Checklist item is specific t an Audit Type, Audit Methd, Payment Year, and Prvider Type cmbinatin. They will be listed n its rw in a table, and perate in the same manner as a Verificatin Item. If all items are cmpleted (given a status f Passed, Failed, r Nt Applicable), the Audit Findings pull-dwn menu will activate. Audit Findings pull-dwn menu: recrds the finding f the Auditr fr the selected Audit Methd and Audit type. This can be a N Adverse Finding, which means the Audit passes the criteria established fr the Audit, and at least accrding t this specific audit, the Attestatin was valid and deserving f an incentive payment. Or the result can be an adverse finding (such as Adverse Finding Incentive Payment Mdificatin), in which case the audit will prmpt an adjustment r recupment t the payment. Each Audit Type will have its grup f Audit Findings. If an Adverse Finding is selected, tw radi buttns will appear: Adjustment Required radi buttn: this will initiate a Payment Adjustment n the prvider fr the selected Payment Year. Only ne Adjustment can be current at ne time, s an errr message will appear if the Submit buttn is clicked and an adjustment has nt yet been cmpleted. Recupment Required radi buttn: this will initiate a Recupment n the prvider fr the selected Payment Year, meaning all f the mney sent t the prvider fr the Payment Year must be returned. Cancel Audit buttn: an audit is a cmbinatin f Audit Type and Audit Methd, and can be cancelled at any time. If cancelled, the audit cannt be re-initiated. The Audit Cancelled Date n the Audit Dates tab will be ppulated fr the cancelled audit. The user can start the ther Audit Methd f the selected Type if needed. Submit buttn: this buttn activates when all the Audit Checklist Items have been cmpleted, all the required fields n the Audit page have been filled, an Audit Finding has been selected frm the Audit Findings pull-dwn menu, and ne f the Adjustment r Recupment radi buttns has been selected if need be. This will cmplete the Audit. Save buttn: the infrmatin n the Audit page can be saved at any time s that a State user can cme back and cmplete it anther time. Ntes Just as ntes can be assciated with individual Audit Checklist r Verificatin items, Ntes can als be added t the attestatin f a prvider. The page will cntain a list f the ntes that have been previusly added t Attestatin, including the time and date it was added, the user wh added the State Dashbard User Manual 3-42

49 nte, and its text. Clicking the Add Ntes link will pen a cmpnent allwing yu t apply a new nte t the Audit Checklist Item: Date display field: displays the date stamp that will be assciated with the Nte. User display field: displays the user wh adding the assciated nte. Add Nte text field: prvides a text field t capture the text f the nte added by the user. Save Nte buttn: adds the new nte and displays it in the list n this tab. Cancel link: remves the Add Nte cmpnent withut making any changes. Recupment and Adjustments The Recupments and Adjustments cmpnent in SLR allws State Users t reverse r adjust payments made by their State t prviders in the EHR Incentive Prgram. Currently, Recupments and Adjustments are recrded in SLR but are assumed t be executed utside the system, using the State s financial system. SLR will update CMS n the Recupments and Adjustments made n an Attestatin using the E8 interface. An Adjustment in SLR is an fficial change in the payment amunt f a prvider s EHR Incentive payment. It can be psitive r negative, depending n the results f a pst-payment audit. A Recupment is a return t the State f the full amunt paid t the prvider. The Recupment and Adjustment pages are be accessed after a prvider is selected and the Recupments and Adjustments ptin n the navigatin bar is clicked. The tw prcesses are separate and nly ne Adjustment r Recupment can be active at ne time. If an Adjustment has already been initiated, the Adjustment page will display, and the Initiate Adjustment buttn will be disabled. Otherwise the Recupment page pens by default. Recupments and Adjustments have a cmpnent that allws State users add Ntes and Attachments t the respective pages. These will be assciated with the Payment Year selected. The cmpnent wrks the same as ther Ntes and Attachments cmpnents used n ther pages in the Dashbard, such as the Audit and Verificatin pages. State Dashbard User Manual 3-43

50 Nte: If a State user has apprved an Attestatin, it is treated as if the Attestatin was already paid, even if the payment has nt yet been prcessed. The Apprval f an Attestatin is the pint f n return. After an Attestatin s apprval, it must be adjusted as it can t be withdrawn. Recupments Tab A Recupment is the return f all mney frm the prvider t the State fr a selected Prgram Year if an EHR Incentive payment was incrrectly awarded. Fr example, a Recupment will be made if the patient vlume numbers were incrrect n the Attestatin and the prvider did nt actually have t necessary 30% Medicaid patient vlume needed t receive the payment. The State user will indicate n the Recupment page whether the prvider is eligible t reapply. If the prvider is eligible t reapply fr the Incentive payment, the recupment negates the Payment Year. Fr example, if the prvider s first year is recuped, the prvider can apply the next year fr their first Payment Year as if the first attestatin never happened. Additinally, the stage that the prvider is at will be re-determined if ne f their years is recuped. Fr example, an EP has submitted three years f attestatins and was apprved and paid fr each ne. A State auditr then audited the Year 2 attestatins frm that state and fund a mistake in the prvider s Attestatin which drpped the prvider belw the 30% needed t qualify fr a payment. The prvider s Year 2 attestatin is recuped by the state and the prvider is nw cnsidered t have cmpleted tw years and nt three. The prvider wuld have gne t Stage 2 f Meaningful Use reprting at her next Attestatin, but since she was recuped, her next attestatin will be anther Stage 1 f MU. Initiating a Recupment State Dashbard User Manual 3-44

51 The Initiate Recupment buttn is enabled nly if the attestatin has a status f Payment Cmplete. Once started, the Recupment can be saved, submitted t the system, r cancelled, but nly ne Recupment r Adjustment can be active at ne time. Once the Initiate Recupment buttn is selected, a message indicating the date the recupment was started is displayed. If the recupment was initiated by selecting the Recupment Required radi buttn n ne f the audit tabs, the assciated buttn n this page will already be selected. The Recupment Initiated date field is editable s that it can be synchrnized with yur state s financial system. Ptential Incentive Amunt Remaining display field will display the amunt f mney still wed t the prvider under the EHR Incentive Prgram. This is the ttal verall amunt f the Incentive Payment subtracted by any amunt already paid. Recupments and negative adjustments will restre sme f the amunt. The field shuld reduce errrs ver time, as this field cmbined with the Payment Year gives a state user a methd f knwing the ballpark figure wed t the prvider. SLR cmmunicates Recupments and Adjustment infrmatin t CMS thrugh the E8 interface. When a Recupment r Adjustment is initiated, edited, r cancelled, cmpleted, CMS will be ntified f the change t the assciated prvider. The Recupment Amunt field shws the entire payment amunt fr the selected Prgram Year, and is display nly. Click the Recrd External radi buttn t enable the Eligibility t Reapply pull-dwn menu. recrd External in this case means that adjustment was made and prcessed externally t SLR, and the state user is recrding it fr the purpse f reprting the adjustment in the D18 sent t CMS. Prgram and Payment Years The recupment amunt will be prcessed by the state as a negative amunt by their payment prcess, and will be dcumented in bth SLR and at CMS. By the definitin f a Recupment, the full amunt f the payment fr a particular year will be cllected frm the Prvider. If the State Dashbard User Manual 3-45

52 Recupment is cmpleted, the Initiate Recupment buttn will nt be re-enabled fr the same Prgram Year, as the mney can be cllected nly nce. A fllwing calendar year will replace the recuped year. The system ensures that when a Recupment is made, any Payment Year change will be applied t the next year. If a prvider had their Year 1 recuped, the prvider can chse t d AIU again, prvided their next Attestatin has nt already been apprved. If ne attestatin is recuped, and the next Payment Year has already been apprved, the prvider will nt be able t change their AIU r MU methd Mst EPs Year 3 (r mre) payment will be equal t the Year 2 payment, s if the Year 2 is recuped, the Year 3 will simply be assigned t be Year 2 in the prcess. Fr Pediatricians, the Year 3 (r mre) payment might be different frm the recuped payment, and an Adjustment will be created. Recupments Can Initiate Adjustments Fr EPs, the yearly payments are all the same after Year 1, s n Adjustment is needed when mving frm Year 2 t Year 3. An Adjustment fr Year 2 will be needed when Year 1 is recuped. The Adjustment is the delta between what the Payment shuld be and what was actually paid. Fr EHs, a recupment is mre cmplicated because it will change the Allcatins established fr the Payment Years f a prvider, s the fllwing yearly amunts will have t be increased. The Payment Year will be reset and the Payment Amunt fr each year will be recalculated based n the year f Attestatin, which will create adjustments fr future years. If an EH recupment is initiated fr Year 1 and a new Attestatin has been created, submitted, and paid, a new Payment Amunt will be recalculated, and an Adjustment will be initiated fr the secnd attestatin s payment. Eligible t Reapply Once the Recrd External radi buttn is clicked, the Eligibility t Reapply pull-dwn menu will activate, and the field is required. This has tw ptins, and determines whether the prvider can cntinue in the EHR prgram r nt. Once an ptin is selected in the menu ther than <Select>, the Submit buttn will activate. Nt Eligible t reapply means the prvider is ineligible fr the EHR Incentive prgram. If this ptin is selected, the prvider will be prevented frm creating an accunt in SLR in all years. A D18 will be sent t CMS. Eligible t reapply means the prvider can cntinue in the prgram and will be restred t eligibility. Fr example, a prvider was paid fr three prgram years, and the last was recuped. This prvider wuld begin in Payment Year 3. State Dashbard User Manual 3-46

53 Once an ptin is selected, a series f checkbxes will appear. These are the Ineligible B7 Reasns and there is a difference between Ineligible and Nt Eligible. Ineligible refers t the reasn why a prvider was fund t be ineligible fr a particular year and was recuped fr that year. Nt Eligible t Reapply means a permanent ban frm the EHR Incentive prgram. Eligible t Reapply means a prvider is eligible t submit future years attestatins. Example: A prvider wh attested as AIU was paid an payment f $21,250 in 2011 and the State later determined prvider shuld nt have been paid, but is eligible t reapply. Payment needs t be recuped fr 2011 and the 2012 attestatin needs t allw the prvider t apply fr AIU and receive the full $21,250 amunt. This wrks like the Canceled-Expired prcess that shuts dwn an pen attestatin when the grace perid ends and re-enables the same Payment Year fr the next attestatin. State users may select as many Ineligible B7 Reasns checkbxes frm the list as they wish. Valid values fr the pick list are all defined CMS values that are valid fr the apprpriate Prvider Type. Pending an Attestatin If an Attestatin is recuped and the Payment Year fllwing the recuped year has already been submitted by the prvider, the Attestatin is pended s that the demgraphic data can be reentered. This is especially imprtant fr EHs. New yearly reprts will have been generated since the recuped Attestatin was first calculated, s a new set f numbers will cntribute t the new calculatin. State Dashbard User Manual 3-47

54 System Ntes If the user clicks the Submit buttn and a Payment Year was reset, the system will create a nte in the Ntes tab at the Attestatin level added t the attestatin fr which the Recupment was created. The nte will read: One r mre f the prvider s Payment Years was changed due t the recupment. The user will be the user wh initiated the recupment, and the date/time will be captured as well. If the user clicks the Submit buttn and a Pend is initiated, the system will create a nte in the Ntes tab at the Attestatin level that cmmunicated the reasn fr the Pend was a Recupment. The nte will read: The Prvider s Incentive Payment was recuped fr the previus Payment Year, and this caused the attestatin fr this Payment Year t be pended. The user will be the user wh initiated the recupment, and the date/time will be captured as well. The Recupment will be dcumented at the bttm f the Recupment page and n the Payment Calculatin page. This will include the date, amunt, and user that cmpleted the Recupment. Save, Submit, r Cancel Only ne Recupment r Adjustment can be active at ne time. It is cnsidered active if the Recupment r Adjustment has been initiated, but has nt yet been submitted r cancelled. Submit buttn: this will pen the Cnfirm Recupment windw, enabling a State user t designate a recupment fr this prvider and Prgram Year. Only ne recupment can be initiated per prgram year. Save buttn: this will activate when a selectin is made in the Eligibility t Reapply pulldwn menu. This allws the user t start the recupment and finish it during anther sessin. Cancel and lse changes buttn: this will pen a cnfirmatin pp-up allwing the State user t cancel the Recupment. Once cancelled, the Initiate Recupment buttn is reactivated. State Dashbard User Manual 3-48

55 Nte: When the Submit buttn is selected, an errr will be displayed if the Recupment wuld create an Adjustment fr the prvider in the same Payment Year an Adjustment was already initiated. The previus Adjustment must be submitted r cancelled befre a new ne can be initiated. Adjustment Tab An Adjustment is a change in the amunt f the Payment fr a given Payment Year. If the patient vlume fr an EP rises because the user entered the infrmatin incrrectly, a Pediatrician might qualify fr a higher payment, r might qualify fr a payment but receive a lwer amunt. Different Medicaid demgraphic numbers fr Hspitals will cause the payment t be recalculated. When this is recalculated, the payments made during all Payment Years will be recalculated. Payments made in previus years will be adjusted up r dwn, but unlike Recupments, the Payment Year will stay the same fr adjusted years. Adjustments are nt cnnected t an Audit r the Appeal, but culd be initiated by a user as a result f the Appeal, Audit, r ther actin. There is n cnnectin between a recupment and an appeal that we are tracking ther than a nte if a user leaves ne n the Attestatin when creating the Adjustment. Adjustments independent f Audits r Appeals culd be used by State users fr errr crrectin. Initiating the Adjustment Submitting an audit with a selectin f Adjustment Required will initiate the adjustment, but it is up t the user t cmplete it. The Initiate Adjustment buttn is displayed nly if the attestatin has a status f Payment Cmplete. Once Started, a message indicating the date the adjustment was started is displayed. If the adjustment was initiated by selecting the Recupment Required r Adjustment Required radi buttns n ne f the audit tabs, the assciated buttn n this page will already be selected. An adjustment can be initiated at any time. State Dashbard User Manual 3-49

56 Once initiated, the user will select the Recrd External radi buttn, which in this case means that adjustment was made and prcessed externally t SLR, and the State user is recrding it fr the purpse f reprting the adjustment in the D18 sent t CMS. Adjustments d nt require a D16. The Adjustment Initiated date field is editable s that if the Adjustment was created prir t the date entered in the Dashbard, it can be changed. Once the Adjustment has been initiated, the Initiate Recupment buttn is disabled. If the Adjustment is canceled r cmpleted, the Initiate Adjustment buttn is re-enabled. Any number f Adjustments can be cmpleted n a single Attestatin, but an Adjustment must be cmpleted befre anther ne is started fr the same year. If users have already submitted the Adjustment and then find ut that there are changes that need t be made, they will initiate a new adjustment. EPs Adjustments fr EPs and EHs are very different. Adjustments are likely mre prevalent amng EHs, but there are five scenaris that are likely t ccur amng a State s EPs, fur f them invlving Pediatricians: A pediatrician is fund t have a 20% vlume instead f a 30% vlume in Year 1, which results in a decrease frm a full payment t a Pediatrician payment A pediatrician is fund t have a 20% vlume instead f a 30% vlume in Year 2. A pediatrician is fund t have a 30% vlume instead f a 20% vlume in Year 1, which results in an increase frm a Pediatrician payment t a full payment. A pediatrician is fund t have a 30% vlume instead f a 20% vlume in Year 2. Full payment amunt (as a result f a Recupment that is successfully appealed. Any EP payment year can be adjusted independently f any ther year. The Adjustment Amunt field will preppulate with the calculated amunt f the adjustment between the full incentive payment amunt and the reduced amunt fr pediatricians as a read-nly value. Year 1 (+/-) $7,083 Years 2 6 (+/-) $2833 State Dashbard User Manual 3-50

57 A Crrectin Override cntrl will appear belw the Adjustment Amunt field. This will allw a user t verride the aut-calculatin f the adjustment amunt. When the Crrectin Override buttn is clicked, the Adjustment Amunt display field is replaced by an Adjustment Amunt dllar field. The user can enter any amunt they wish in the Adjustment Amunt dllar field, and indicate if the amunt be psitive r negative. The Crrectin Override cntrl may nt appear fr all users, as nly a few will have Permissin t use it. It is used t crrect a mistake r t reverse a Recupment, which may be dne after a successful Appeal. EH When the Recrd External radi buttn is selected, three tabs will appear: Enter Amunt per Year Enter Aggregate EHR Incentive Amunt Enter Revised EH Demgraphic Data Each f the tabs has an assciated permissin. The number f Payment Year fields may be different fr different States. Fr example, sme States distribute EHR Payments ver three years, and thers ver fur years. Enter Amunt per Year This page cntains three r fur Year [x] Amunt dllar fields, and a Ttal Amunt display field. The state user will simply enter the psitive r negative amunt f the payment that will be made t the EH fr each year, and multiple adjustments will be created when the Submit buttn is clicked. State Dashbard User Manual 3-51

58 After entering a dllar amunt int each Year [x] Amunt field, click the Save buttn. The Incentive Prgram s Ttal Incentive Amunt will be shwn in the field, and the differences will be shwn in the table beneath the buttns. The amunts in the Adjustment clumn are calculated by the system, and shw the change between the riginal amunt and the newly entered amunt fr each year. There are statutry rules that are enfrced n the fields when the Adjustment is submitted. If an EH attestatin is n Payment Year 1, then the payment fr any ne year can t be greater than 50% f the ttal. If the attestatin is n Payment Year 2, then the payment fr 2 years can t be mre than 90% f the ttal. Fr mst States the Allcatin Percentage is acrss three Payment Years. Mntana currently has a distributin, and will have ne mre Year field than the ther states. Alabama currently has allcatin percentages f Enter Aggregate Amunt The Aggregate EHR Incentive Amunt tab is the reverse f the previus tab. The user enters the ttal amunt that will be paid t the hspital thrugh the EHR Incentive Prgram in the Aggregate Incentive Amunt field. SLR will allcate the crrect percentage t each year based n that state s allcatin percentages. After entering a dllar amunt int the Aggregate Incentive Amunt field, click the Save buttn. The amunt allcated t each Payment Year will be shwn in the display fields, and the table State Dashbard User Manual 3-52

59 beneath the buttns will shw the Adjustments that will be created when the Submit buttn is clicked. The same statutry rules enfrced n the Enter Amunt per Year page is submitted are enfrced fr this page as well. Enter Revised EH Demgraphic Data This page cntains all the demgraphic fields that are n the Step 2 page that EH prviders use in SLR. It allws a State user t re-enter the data fr a Hspital, which then recalculates the yearly payments made t the Hspital and the Adjustments needed as a result f the change in Ttal Incentive Payment. Fr example, a 2012 Cst Reprt establishes the payment that will be made t a Hspital. The 2013 Cst Reprt causes the prvider t submit revised data, and this changes the verall payment amunt. Clicking the Calculate buttn will refresh the page and the amunt allcated t each Payment Year will be shwn in the table beneath the buttns. The table will als shw the Adjustments that will be created when the Submit buttn is clicked. State Dashbard User Manual 3-53

60 System Ntes The Adjustment will be dcumented at the bttm f the Adjustment page. This will include the date, amunt, and user that cmpleted the Adjustment. The mst recently entered adjustment will be displayed at the tp, with the next earliest adjustment beneath it. Each adjustment will als appear n the Payment Calculatin page. Save, Submit, r Cancel Only ne Recupment r Adjustment can be active at ne time. It is cnsidered active if the Recupment r Adjustment has been initiated, but has nt yet been submitted r cancelled. State Dashbard User Manual 3-54

61 Submit buttn: this will pen the Cnfirm Adjustment windw, enabling a State user t designate an Adjustment fr this prvider and Prgram Year. Save buttn: this will activate when a tab is selected fr an EH prvider, r will be available by default. Saving will save the infrmatin in the fields s that a State user can cmplete the Adjustment during a future sessin. The Initiate Adjustment buttn will reactivate, as multiple adjustments are available fr each Attestatin. Cancel and lse changes buttn: this will pen a cnfirmatin pp-up allwing the State user t cancel the Recupment. Once cancelled, the Initiate Recupment buttn is reactivated. Nte: Once an Adjustment is initiated, it must be cmpleted r cancelled befre anther can be started. External Data CMS link: this ptin displays infrmatin in SLR that has been received frm CMS. Data is received frm CMS at least twice fr each prvider: when prvider first registers with SLR and then again after attestatin. Updates are als sent frm CMS n a regular basis. PMF link: this ptin displays the infrmatin cntained in SLR that was prvided by the State s Prvider Master File. This infrmatin is sent t SLR frm the State and is updated n a weekly schedule. State Dashbard User Manual 3-55

62 Apprve, Reject, and Pend State users will apprve, reject, r pend EHR Incentive Payment submissins n the Verificatin page f a selected prvider s attestatin. Apprve This actin designates the attestatin submissin as apprved. A State user will still have t release the infrmatin t CMS using the Release t CMS Search page t ensure there are n duplicate payments r State r Federal exclusins. When the Apprve buttn is selected a cnfirmatin pp-up will appear. Select the Apprve buttn t designate the attestatin as apprved. At this pint, the attestatin will have a status f Submissin Apprved. Select the Cancel buttn t return t the Verificatin page. At this time n messages will be sent thrugh the system s messaging cmpnent. Reject This actin designates the attestatin as rejected by the State. A State user will still have t release the infrmatin t CMS using the Release t CMS Search page, t infrm CMS f the State s decisin. When the Reject buttn is selected a cnfirmatin pp-up will appear. State Dashbard User Manual 3-56

63 Select the Reject buttn t designate the attestatin submissin as rejected. At this pint, the attestatin submissin will have a status f Submissin Rejected and the reject cde will be State Rejected. Select the Cancel buttn t return t the Verificatin page. At this time n messages will be sent thrugh the system s messaging cmpnent. Pend This actin is used when a State user wishes t help the prvider clarify r update infrmatin in their attestatin submissin. When the Pend buttn is selected a cnfirmatin pp-up will appear. When a State Representative selects the Pend buttn n the cnfirmatin pp-up, the prvider s submissin is repened at Step 1 f the SLR Prcess. The user will g thrugh each step, review the infrmatin, and resubmit each page. All the infrmatin the prvider previusly entered is still in the database, but the attestatin dcuments are deleted. The user will als need t resubmit their attestatin dcuments. Clicking Cancel n the cnfirmatin pp-up clses it, returning the user t the Verificatin page. Suspending a Prvider When a prvider is suspended, they will be prevented frm making changes t any f their attestatins in the SLR system. A suspensin is begun by submitting a Request fr Mdificatin frm a State User is received by SLR and a script is deplyed t the Prductin envirnment. State users will als be prevented frm perfrming certain functins n any attestatins, such as releasing them fr payment. Other functins that are disabled when a prvider is suspended include: The Apprve buttn n the Verificatins page will be disabled while the prvider is suspended. The buttn is re-enabled when the suspensin ends. The checkbx in the Select clumn n the Payment Prcessing List page fr thse prviders that are currently suspended will be disabled while the prvider is suspended. The checkbx is re-enabled when the suspensin ends. The checkbx in the Select clumn n the Release t CMS page fr thse prviders that are currently suspended will be disabled while the prvider is suspended. The checkbx is re-enabled when the suspensin ends. State Dashbard User Manual 3-57

64 Reprt Sectin The number f reprts will increase ver time; States will request new reprts as the attestatin prcess matures. Occasinally, a reprt may be replaced by ne that imprves n its infrmatin. The number f reprts can vary frm State t State State Dashbard Reprts Dashbard reprts are divided int five categries t make them easier t find and access. Descriptins f each f the reprts available in each sectin are belw. Recently added reprts are identified by asterisks (**). Registratin Reprts NLR Applicatins waiting n SLR activity: displays prvider requests that have been entered in the CMS site but have n crrespnding SLR registratin started. SLR Applicatins waiting n NLR registratin: displays attestatin applicatins that have been entered int the SLR but cannt prceed because NLR (B6) infrmatin has nt been received. Prvider Accunt and Registratin Detail Reprt: displays NPI, TIN, name, and full cntact and payee infrmatin fr all prviders assciated with the State. Active Registratin Applicatins with State: displays prviders wh have submitted their applicatins fr the EHR incentive payment thrugh the SLR system, but have nt yet received payment frm the State. All Registratin Applicatins with the State: displays EHR Certificatin Numbers, and statuses fr the prvider, the attestatin, and the payment fr all the State s prviders. CMS B6 Registratin Reprt: fr each prvider, displays the last B6 file update, which cnsists f infrmatin frm the CMS EHR Incentive Prgram site, including whether the file was an update r the riginal prvider add. Prvider with Inactive Status at NLR: displays thse prviders listed as inactive at the natinal level. NLR Data Detail Reprt: user selects t list either hspitals r eligible prfessinals and view all the infrmatin n the prvider that was sent t SLR frm the CMS EHR Incentive Prgram site, including exclusin infrmatin. NLR Applicatin Status Reprt: lists prviders by NPI and name and identifying the majr milestnes each prvider has passed in the system. Prviders with PMF Mismatch Infrmatin: lists prviders that are crsschecked between the State s Prvider Master File and infrmatin recrded at the CMS EHR Incentive payment site, identifying any mismatches. Prviders with CMS in Prgress Status Reprt: lists prviders with a states f IN_PROGRESS at the CMS level. The reprt includes name, NPI, and TIN, Submissin Date, and address. State Dashbard User Manual 3-58

65 Eligibility Reprts Active Registratins nt meeting Eligibility Threshld: displays attestatin applicatins that have entered Eligibility infrmatin in Step 2, but that currently d nt meet the CMS eligibility threshld. Prviders with Vlumes frm Multiple States: displays prviders and Grups with patient encunters frm multiple States. The reprt lists the name, NPI, and TIN f each prvider alng with all States that riginated patients and the patient encunters and Medicaid claims frm each f thse States. EH Average Length f Stay Cmparisn Reprt: fr each hspital f the State, this reprt cmpares the Average Length f Stay (ALOS) that a Hspital enters n their Cnfirm Eligibility page t the length f stay calculated by dividing the Ttal Patient Days by the Number f Discharges. EH Vlumes and Average Length f Stay: fr a selected eligible hspital, displays patient vlume, discharge, and average length f stay numbers. MU Reprts Stage 2 Meaningful Use Measures by Individual Prvider: MU measure threshlds and numbers by selected Prviders. Percentage f Prviders Submitting Specific Measure: state users will select a Prgram, Prvider Type, an Objective Type (Cre, Menu, r CQM), and the specific bjective t view the number and percentage f prviders that cmpleted that bjective, and the ttal number f prviders attesting t MU in yur state. Actual Percentage Perfrmance f Specific Measure: the number f prviders and ttals f all reprted numbers fr a selected MU measure. Actual Percentage Perfrmance f Specific Measure by Prvider Type: the percentage results f a selected MU measures by a selected prvider Type, Specialty, and Taxnmy Cde. Actual Percentage Perfrmance f Specific Measure by Denminatr Size: the percentage f the results f a selected MU measures by a range f size (fr example 2000 t 2500). Actual Percentage Perfrmance f Specific Measure by Cunty: the results f a selected MU measure fr a selected cunty. Percentage f Prviders Meeting Minimal Threshld f a Specific Measure: lists thse prviders that achieved the minimum threshld fr a select MU measure, and includes thse prviders with an excluded frm the measure. Actual Percentage Perfrmance f Specific Measure by Zip Cde: displays a selected MU measure fr a selected zip cde and prgram year. EP Measure Analysis: lists Meaningful use bjectives by prvider, including numeratr, denminatr, the percentage value, and ther infrmatin. MU Objective Audit Reprt: lists Meaningful use bjectives by prgram year, bjective type and prvider. State Dashbard User Manual 3-59

66 Payment Reprts EH Payment Infrmatin Reprt: als called the Payment Calculatin Reprt, this displays detailed infrmatin n the discharges and payment amunt that cmprmise each hspital s payment amunt. Prviders Wh Received Payment Reprt: displays prviders wh have received payments as a result f the EHR Incentive Prgram. CMS 64 Reprt: displays infrmatin that will help State persnnel t cmplete the CMS- 64 Frm, listing prviders that received incentive payments during a specified date range, including the date and amunt. Unverified Submissins Payment Reprt: prvides a list f thse attestatins that have been submitted t the SLR system, but have nt yet been verified by State persnnel. Prviders by Payee Reprt: a list f the State s designated payees fr the EHR Incentive Payment prgram. MMIS Planned Payment Reprt: available fr MMIS States, this lists prviders fr whm payments are planned t be released t the MMIS thrugh the autmated SLR interface. FQHC Payment Reprt: this refers t a Federally Qualified Health Center, and lists thse prviders affiliated with an FQHC. The reprt includes detailed infrmatin n the prvider, and the Payee s name and lcatin, and nw includes Payment Status and Payment Year clumns. REC Payment Reprt: lists prviders assciated with a Reginal Extensin Center in the state. Request Apprval t Pay (RAP) Reprt: lists cmprehensive prvider, financial, and attestatin status infrmatin and was created specifically fr the payment prcess. Other Reprts Incmplete Applicatins Reprt: displays prvider infrmatin, the status, and the date started f all incmplete applicatins in the SLR. This reprt will primarily be used t track attestatin applicatins that have been started but nt yet submitted. Cmpleted Applicatins Reprt: displays the prvider infrmatin fr cmpleted attestatin applicatins that have been fully executed fr the current benefit year. Cmpletin status can be categrized as Applicatins submitted thrugh SLR, applicatins submitted t CMS, and applicatins that have Payments Prcess Cmplete. Active Applicatins Attached t a Grup: displays the NPI and name f each Grup, alng with the NPI and the name f each member, fr all Grups with active EP s in the SLR. Inactive Attestatin Applicatins Currently Pending: displays the attestatin applicatins that have experienced a hardstp in the SLR wrkflw, including when the last update tk place and the reasn fr the hard stp. Prviders with Federal r State Sanctins: displays prviders that have State r Federal sanctins in their NLR r D16 data. The reprt includes the sanctin type (State r Federal), the reasn cde, and a descriptin f each sanctin. State Dashbard User Manual 3-60

67 Lgin Histry Reprt: a listing f the usernames f prviders by Prvider Name, and NPI, and including the date and page f their last actin in SLR. Hspitals Wh Have received C5: prvides a list f Hspitals that have received a C5. Prgram Year Submissin: lists prviders in rder f last name, displaying the date their attestatin was submitted and the Prgram Year t which the attestatin was applied. Pended Prvider Cmments: lists all the prviders that currently have a Pended status, and the cmments added when that status was assigned. Prviders Reprting Participatin in MCO: lists prviders by name and by Managed Care Organizatin t which they belng. Prviders by Specialty Cde Reprt: users selects t view detailed infrmatin fr r simply the number f prviders f a selected Specialty Cde. EHR Certificatin: cntains EHR Certificatin infrmatin. Reprt f all CMS Interactins: lists relevant infrmatin fr each CMS transactin fr a specific prvider. This will include Transactin Numbers, Cnfirmatin Numbers, relevant dates, and ther infrmatin. (**) EHR Certificatin Full list fr Exprt: lists the EHR Certificatin Number, Prduct Names, Prduct Versins, and ther infrmatin fr each prvider in the system. (**) Reprt Interface Reprt links: click a link in the sectin t pen the crrespnding reprt. A framewrk will pen that prvides cntrls and features fr the selected reprt. Reprt Header: The title f the reprt will appear at the tp, alng with a lg. State Dashbard User Manual 3-61

68 Tlbar: The rw f icns acrss the tp f the reprt wrks the same n all reprts. Each icn r cntrl has a tl tip that shuld help yu t identify the feature hvering ver the icn will reveal the tip. First Page icn: displays the first page f the reprt. Previus Page icn: displays the page prir t the ne yu are viewing. Page Indicatr field: displays the page number f the reprt yu are currently viewing. Typing a number in the entry field and pressing the Enter key will display that page within the reprt. Next Page icn: displays the next page in the reprt. Last Page icn: displays the last page in the reprt. G back t the parent reprt icn: sme reprts will be accessed frm within ther reprts. This icn returns yu t the riginal reprt if a secnd reprt was pened frm within it. Zm pull-dwn menu: allws yu t specify a viewing preference. Find feature: the Find and Next links wrk with the text field t search the reprt fr text strings entered int the field. Adding text t the field and clicking the Find buttn will begin the search frm the first page f the dcument. Clicking the Next buttn will find the next instance f the letters r numbers entered in the Find text field. Exprt icn: pens a menu that allws yu t select a different file frmat t exprt the data cntained in the reprt. Selecting ne f the file types will pens a File Dwnlad windw. Clicking the Open buttn will pen the newly created file in the apprpriate applicatin n yur PC. The Save buttn allws yu t save the file, and the Cancel buttn will simply remve the windw. Refresh icn: will repen the reprt, incrprating any additinal database changes that may have ccurred since the last time yu pened the reprt. Print icn: pens a Print windw allwing yu t select ptins and print t a lcal printer. State Dashbard User Manual 3-62

69 Cpyright Statement: each reprt will have State-specific cpyright cntent, and the page numbers will appear when the reprt is printed. Date f Reprt field: this field in the bttm left crner captures the data and time the reprt was generated. The reprt is displayed with the latest infrmatin frm SLR, thugh there will be sme delays fr data riginating at the NLR level. Parameter bar: Besides the Tlbar that is displayed with every reprt, there will smetimes be an additinal bar called the Parameter bar. This Parameter bar will cntain menus and ther cntrls. In the example belw, the user wuld select a Prvider Type frm the Prvider Specialty pull-dwn menu. The range ptins in the Percentage pull-dwn menu wuld update depending n the chice made in the Prvider Specialty pull-dwn menu. When ptins such as pull-dwn menus appear n a reprt, it will nt be generated until the View Reprt buttn is selected Shw/Hide buttn: clicking this buttn will hide the Parameter Bar (if the arrw is pinting up), r reveal the parameter bar (if the buttn is blue and the arrw is pinting dwn). Sme reprts will have icns in the clumn titles s that users can srt the reprt by mre parameters. The Active Applicatins with the State reprt cntains tw clumns with srt icns. State Dashbard User Manual 3-63

70 Srt icns: clicking this icn will refresh the reprt, this time rganizing the infrmatin by the selected clumn in ascending rder. A different icn will appear in the clumn title t indicate the directin f the srt:. Clicking the icn again will refresh the reprt again, this time rganizing the infrmatin in the clumn in descending rder. Passwrds and User Infrmatin Frgt Passwrd State users that have misplaced their passwrds will use the Frgt Passwrd link t reset passwrds. Lgin t State Level Registry Dashbard page: beneath the Username and Passwrd fields is a Frgt Passwrd link. Clicking this link will pen the Frgt yur Passwrd page. Frgt Yur Passwrd page: type yur Username int the USER NAME field and click the Submit buttn. The system will a temprary passwrd. When yu next lg in, the system will prmpt yu t reset the passwrd. User Infrmatin T update yur persnal and cntact infrmatin, click the My Accunt link in the header f the Dashbard. The My Accunt page will pen. Users can edit their name, address, phne number, and address. State Dashbard User Manual 3-64

71 Click the here link t pen the Change Passwrd page. Enter changes int any field and click the Submit buttn t preserve thse changes in the database. Change Passwrd The Change Passwrd page is accessed frm the My Accunt page, which itself is accessed by the My Accunt link in the header f each page in the Dashbard. Enter the current passwrd int the first field, and then the new passwrd int the NEW PASSWORD and CONFIRM NEW PASSWORD fields. Passwrds fr the Dashbard must be at least eight characters in length and cntain an uppercase letter, a special character, and a number. Click the Change Passwrd buttn. A cnfirmatin message will appear cntaining a link t return t the Individual Prvider Search page. State Dashbard User Manual 3-65

72 4. Request fr Mdificatins State users will use a SharePint site t submit requests fr new functinality r reprt bugs. These are captured by a frm submitted t the SLR Prduct Team s that they can be cnverted int TFS tickets and priritized by the User Grup. T access the Request fr Mdificatin frm, 1. Open the SLR Client SharePint site at 2. Mve the muse pinter ver the Request fr Mdificatin item in the left-hand navigatin bar. 3. Click the New Request ptin frm submenu that appears. 4. Click the New buttn underneath the Request fr Mdificatin title. The Request fr mdificatin: new item page will appear. State Dashbard User Manual 4-66

73 Fill the frm ut with as much infrmatin as pssible, particularly if yu are reprting a bug. Include where yu fund the bug, the username, and all related activity. Title text field: this field is nt required, but a clear and descriptive Title wuld help ur Prduct Team t mre quickly identify and crrect the prblem. Client Submitting pull-dwn menu: select yur state r territry frm this menu. Date Submitted date field: enter the date r click the Calendar icn t select the date. This is the date the frm is being submitted t the SLR team. UAT Defect? pull-dwn menu: select the Yes r N ptin. Applicatin pull-dwn menu: Select the part f the system that is affected r in need f crrectin: SLR: the five-step applicatin used by Eligible Prfessinal, Eligible Hspitals, and grups user t enter infrmatin and submit attestatins. Dashbard: the applicatin used by State persnnel t manage prviders and their attestatins. Outreach Page: better knwn as the POP r Prvider Outreach Page. SharePint: upgrades r changes t the Shared Client SharePint site can be requested. Call Center: select this t request changes t the Call Center r Operatins Resurces. Reprt Develpment: select this t request the creatin f a new reprt, r a change in an existing reprt. V2 Sandbx: this ptin was used primarily when the Meaningful Use sectin was being cnstructed. State Dashbard User Manual 4-67

74 Detailed Descriptin f Requested Change text field: Reasn fr Change text field: Attestatin Agreement Changes Required? pull-dwn menu: Yes N Unknwn User Type Impacted by Change checkbxes: EP, EH, Grup, Dashbard Status pull-dwn menu: Submitted by client Under review by Prduct Team Cnverted t Active Ticket Duplicate f existing CR r Defect Rejected Nt an Issue Deferred t Parking Lt Reslved - Deplyed t UAT Fixed - pending deplyment t UAT Unable t reprduce - please retest Cmpleted Requested Pririty pull-dwn menu: Next pen release: Next three mnths: Next six mnths: N pririty: Immediate: TFS Ticket Created Date date field: an SLR Prduct Team member will add the date that he r she created a TFS ticket. State Dashbard User Manual 4-68

75 TFS Ticket # text field: when an SLR Prduct Team member creates a TFS ticket t gvern the wrk assciated with the Request that was received frm a State, it will be entered int this field. Ticket Type pull-dwn menu: this will default t a Change Request, but Defect can als be selected. Cmments text field: the SLR team member will add cmments t cmmunicate back t the State, r say why the Request was reslved r declined. Fr example, there may have already been a ticket in the system addressing the change requested r the prblem reprted. Date Deplyed t UAT Date field: when a new SLR cmpnent r reprt is deplyed int UAT, r scheduled fr UAT, the date will be entered here. Date Deplyed t Prductin Date field: when a new SLR cmpnent is deplyed t Prductin, meaning that it will be available fr use with live prvider data, r scheduled fr Prductin, the date will be entered here. Deplyed in Release # text field: SLR is deplyed in a series f releases, each incrprating new cmpnents, changes, and fixes frm the last release. Htfix checkbx: this is selected t indicate that the item is a htfix Is item chargeable? pull-dwn menu: this indicates that the cntract permits the item t be charged t the State. Change Order # text field: if the change is related t a Change rder, this field can be used t stre that number. Attach File cmmand item: pens a cmpnent that allws the user t attach a file, such as an example fr the reprt yu are requesting, r a screensht f an errr. Spelling cmmand item: a cmpnent will pen that identifies items that are ptentially misspelled. State Dashbard User Manual 4-69