Centricity Customer Portal Management

1. Centricity Customer Portal Management Learning the “Ws” of the Centricity Customer Portal and the big “H”

2. Centricity Customer Portal Management • This guide will cover the five “Ws” of the Centricity Customer Portal (CCP) and the big “H” • What – What is the Centricity Customer Portal? • Who – Who manages the CCP? • Why – Why are we using the CCP? • When – When will I start managing the CCP? • Where – Where do I find the CCP? • How – How do I manage the CCP?

3. What is the Centricity Customer Portal?

4. What is the Centricity Customer Portal? • The Centricity Customer Portal, or CCP is the Learning Management System (LMS) that delivers CBT training to users.

5. What does the CCP look like? Once logged into the CCP, the Required section is where assigned CBTs are located. The Enrolled in section displays CBTs that the user has started. The Catalog is where all CBTs are located. The Curricula section organizes the CBTs into role-based courses. Content from the education site has been migrated to the CCP and will be housed here going forward.

6. What does the CCP look like? This is a small sample of the CBTs listed on the Catalog page.

7. What does the CCP look like? This is an abbreviated example of CBTs organized into curricula. Back to contents

8. Who manages the CCP?

9. Who manages the CCP? • Each customer will appoint from their business a manager of the CCP. The person in the manager role will have specific administration privileges, such as assigning CBTs to categories of users and running reports. • Some customers may prefer to have GE’s Education Team assign CBTs, which is also available. Back to contents

10. Why are we using the CCP?

11. Why are we using the CCP? • The CCP is a one-stop shop for all your education needs, including product information, on-site training information and registration, as well as giving the person designated as manager control over the users and CBTs to be assigned. Back to contents

12. When will I start managing the CCP?

13. When will I start managing the CCP? • Once your practice has been entered into the CCP, if you are in the manager role, you will be notified that your staff can self-register, and you can assign CBTs to categories of users, if you want. • You will be notified by either a GE project manager or by the Education Team when your practice is in the CCP. Back to contents

14. Where do I find the CCP?

15. Where do I find the CCP? • The url for the CCP is http://centricityportal.gen21.com/knav/nav. • A GE project manager or the Education Team will initially provide you with login credentials for your management role. You will also receive a Siebel Account number with instructions of how to use it when logging in. Back to contents

16. How do I manage the CCP?

17. How do I manage the CCP? • The first view of the CCP is the login page. Managers will login first with credentials provided by either a GE project manager or a member of the Education Team. • Once logged in, the manager can forward the CCP URL to staff members, along with a provided Siebel Account number, used to link your practice to the appropriate location within the CCP. • The functions a manager will be able to perform in the CCP are all wizard based.

18. How do I manage the CCP? • Upon logging in, you will be prompted to choose a Knowledge Position. The name of your practice will be displayed. In this example, the practice is Physicians Associates and the position of manager is the default. • Select Submit. A Knowledge Position is a category of users in the CCP. A manager would be in the Knowledge Position Manager role, whereas a student would be in a Knowledge Position Student role.

19. How do I manage the CCP? • Once in the CCP, the Tools button is where the manager will go to access all wizards and reports. • The manager will be able to do the functions listed below in the CCP. You can jump to different sections by clicking on the hyperlinks below. It is advised that you use this presentation in conjunction with making CCP changes until you are more familiar with some of the terminology. Self registration Assign users to Knowledge Positions Assign CBTs to Knowledge Positions Remove course assignments Create custom Knowledge Positions Change password Run reports

20. Self-registration In this section you will learn how your staff will be added to the CCP. As the manager, you will login with credentials provided to you in a communication from the Education Team, or information from a project manager. Once you have logged in, forward the URL of the CCP to your staff, along with the Siebel Account number provided, and they can begin self-registering. CCP URL: http://centricityportal.gen21.com/knav/nav

21. Self-registration • From the Logon screen, choose Register as new user.

22. Self-registration • Complete all the fields. • The Account Number field is where your staff adds the Siebel Account number provided to the person acting as manager. Enter this number to link your staff to the appropriate group of users for your practice. • If you did not receive your Siebel Account number, contact the Education Team at the end of this presentation. • When finished, click the Send information button to complete self-registration.

23. Self-registration • It is important to note that users registering via the self-registration process are automatically placed into the Student-level Knowledge Position, created for your practice. You will learn more about Knowledge Positions shortly, but if you have any users that you want to be able to manage the CCP, after they have self-registered, they need to be added to the Manager Knowledge Position for your practice. • Remember, as manager you have different permissions than a student user; therefore, you must add them to the Manager Knowledge Position after they have self-registered to have those same permissions. Back to Wizards contents

24. Assign users to Knowledge Positions In this section you will learn how to assign users to Knowledge Positions. Each user will be added to a Knowledge Position either prebuilt by the Education Team, or to a new one you create. If you have been designated as a CCP manager, you have already been added to the Manager Knowledge Position. You can assign users to either Student or Manager Knowledge Positions.

25. Assign users to Knowledge Positions • From the Wizards menu, find Assign or Remove People from Knowledge Positions and then Run Wizard. When you receive management access to the CCP, a manager Knowledge Position has already been created for you. You can add your users to any Student or Manager positions available. An example name of the Knowledge Position would be Physicians Associates Student.

26. Assign users to Knowledge Positions • Select Next Step until you get to this screen. In the Knowledge Position Name field, enter a partial name to your practice, in this example physicians. Select Next Step to continue.

27. Assign users to Knowledge Positions • There will be several Knowledge Positions listed. For this example, select a Knowledge Position with the name Student associated.

28. Assign users to Knowledge Positions • Select Next Step until you are on this screen. Choose Assign to assign a user to this Knowledge Position.

29. Assign users to Knowledge Positions • Select Next Step until you are on this screen. Enter the last name of the employee who you would like to assign. Remember, this user has already self-registered and is already in the system. If they have not self-registered, have them do so first.

30. Assign users to Knowledge Positions • Select Next Step until you are on this screen. For this example there is only one Turner, so the choice is easy. However, there may be more than one Ted Turner in the Centricity Customer Portal, so be sure the Employee # matches the Siebel Account number for your practice. This unique number is what links your staff to your position in the CCP system.

31. Assign users to Knowledge Positions • Select Next Step until you are on this screen. Confirm the assignment and choose Yes. Make the assignment.

32. Assign users to Knowledge Positions • Select Next Step until this screen. If there are no more users to assign, you will choose I’m finished. For this example we are going to remove Ted Turner, so we will select Assign or remove another user.

33. Assign users to Knowledge Positions • Just like before, in the Knowledge Position Name field, enter a partial name to your practice. As before, we’ll search physicians. Select Next Step to continue.

34. Assign users to Knowledge Positions • As before, there will be several Knowledge Positions listed. Select Physicians Associates Student, because that is the Knowledge Position where Ted Turner is located.

35. Assign users to Knowledge Positions • Select Next Step until this screen. This time select Remove.

36. Assign users to Knowledge Positions • Select Next Step until this screen. Choose Ted Turner to remove him from this group.

37. Assign users to Knowledge Positions • Select Next Step until this screen. Choose Yes; remove to confirm your selection.

38. Assign users to Knowledge Positions • Select Next Step until this screen. When you are finished adding or removing users, choose I’m finished. Select Next Step until you are exited out of the wizard. Back to Wizards contents

39. Assign CBTs to Knowledge Positions In this section you will learn how to assign CBTs to a Student Knowledge Position. A Knowledge Position is a group of users with specific permissions. If you have been designated as a CCP manager, you have already been added to the Manager Knowledge Position, which gives you the permissions necessary to manage the CCP. It is important to note that you cannot assign CBTs to an individual, only to positions.

40. Assign CBTs to Knowledge Positions • From the Wizards menu, find Assign Courses to Business Units and then Run Wizard. You are able to assign a course or CBT to a Knowledge Position, but not to an individual user. If there is only one user that needs to take their own CBT, they must be either assigned to an existing Knowledge Position, or a new Knowledge Position can be created.

41. Assign CBTs to Knowledge Positions • Select Next Step until this screen. Choose No because you are going to assign the CBTs to a specific Knowledge Position called Students.

42. Assign CBTs to Knowledge Positions • Select Next Step until this screen. In the Name of Business Unit or Position field, enter a partial name of your practice, or in this example physicians.

43. Assign CBTs to Knowledge Positions • Select Next Step until this screen. Choose Physicians Associates Student.

44. Assign CBTs to Knowledge Positions • Select Next Step until this screen. For this example we’ll search for the class about adding correspondence notes. The key for all available CBTs is at the top of the Catalog section of the CCP. You can also enter % in the Name field and all uploaded CBTs will return in the results. Be careful that you don’t choose a curriculum inadvertently, instead of a course because every CBT from the curriculum will be assigned and in some instances there could be as many as 60 individual CBTs that will now be assigned. To avoid this, be sure that the course is listed as Web based, instead of Curriculum

45. Assign CBTs to Knowledge Positions • Select Next Step until this screen. Choose Adding Correspondence Notes and Updating Visits – Try.

46. Assign CBTs to Knowledge Positions • Select Next Step until this screen. Since you are assigning this course, from the Required section choose Yes. If you choose No, the course will just be added to the Catalog section and the assigned user will never know it was assigned to them.

47. Assign CBTs to Knowledge Positions • Select Next Step until this screen. Leave the Suggested Frequency field as is with Take only once.

48. Assign CBTs to Knowledge Positions • Select Next Step until this screen. At this point you can either assign more courses to this Knowledge Position, or choose I’m finished.

49. Assign CBTs to Knowledge Positions • The next time the student logs in to the CCP, when they go to the Required section they will see the course we’ve just added to the Physicians Associates Student position.

50. Assign CBTs to Knowledge Positions • Each customer will have a generic Student Knowledge Position created by either a GE project manager or the Education Team. As a manager, you may determine that all your users can reside under the one Student Knowledge Position, so you will never need to create a custom Knowledge Position. Back to Wizards contents