NPF CONNECT
Contents
1. doing test activity counts or looking up center user information It is faster to choose a smaller paging number because fewer results are displayed on one page and you can simply click Next or Back to navigate between pages You can also choose Not Paged if you want all results to display on the same page however this may take more time to load Grid Lines Grid Themes refer to how the results will look Feel free to play around with these until you find a look and feel that works for you Startup refers to what page you want to be displayed as soon as you log in By default this is set to the Dashboard page Grid Result Options Column Sorting On every page you view in NPF CONNECT whether it be dashboard counts user or center lists this information is displayed in grids You can click on any column s title which is underlined to have the grid sort in that order Column Filtering On every page you view in NPF CONNECT whether it be dashboard counts user or center lists this information is displayed in grids Click on the Use Column Filtering check box to search for specific criteria Text boxes will display below each column in the grid Type part of the desired information into the appropriate text boxes and press Enter The page will refresh and display any records that matched the search For example to see the record of a site whose city is Escondido type Esco in the city text box and p2. NPF CONNECT User s Manual Table of Contents 1 Main O Logging In O Changing Your Password 2 Dashboard O Get Results O Understanding the Results O More Detailed Results 3 User Management O Create a New User Delete A User O Change A User O Lost User Password 4 Site Management O Adda Center Delete A Center 5 Miscellaneous O Customizing Display Settings O Grid Results Options Main Logging In To log in to NPF Connect go to https www npfconnect com You will be asked to enter your Login name and Password The password is case sensitive and must be typed exactly as assigned All the instructions below assume that you have already logged in to NPF CONNECT Please Note If you have misplaced your Login and or Password please contact the person who gave these to you originally For questions please contact NPF Inc at 760 432 0145 or send an Email to npfconnect npf inc com Changing Your Password When you login for the first time you will be asked to validate your account by entering your own password Please make this password something that you can remember as you will not be able to log in to NPF CONNECT without it in the future Your new password will require one upper case character and one numeric character The on screen instructions will assist you with this We recommend that you do not write this password down in a place where someone else can find it To change your p
3. ame and activity date for each file in the Activity History chart User Management Users are those that can log in to NPF CONNECT If your NPF CONNECT account gives you authority over other users click Members then Managers then User Management You will see a list of all users that you manage Display Customization Options Column Sorting Click on any column s title which is underlined to have the grid sort in that order Column Filtering To search for specific information click on the Use Column Filtering check box then type in part of the desired information into the text box that appears beneath the title for the column in question Export Grid To Excel Click the Export to Excel link below the date ranges to export the user list to a spreadsheet If the information does not display correctly you may be using an alternate form of excel If that is the case click the check box Alternate Excel format and then click Export to Excel again Create A New User Account e Important Make sure you know what center the user belongs to before creating them Also make sure the center already exists See Site Management for instructions on viewing centers e To view a list of all users that the currently logged in account holder has access to click Users from the Quick Links menu on the left To view edit information about a particular user click the Select link to the le
4. anagers can choose Sales Rep Center Managers or DME user Sales Reps can choose Center Managers or DME users Center Managers can only choose DME users DME users cannot create new user accounts Delete a User Since users will have access to patient information it is critical to delete their account if they are no longer at your company To delete a user click Users from the Quick Links menu on the left then click the Select link to the left of their LOGIN name On the following page click Delete Change a User Changing a user level assignment Lost User Password Resetting a Locked User Account For security if a user forgets their password and 3 failed attempts to log into their user account are made the account will be locked To unlock the account again another user with higher authority must reset the locked account s status and password Follow these steps to reset the user account re oh Login to NPF connect In the Quick Links menu on the left click on the Users link Select the user by clicking Select next to their name in the list of users on the right On the user detail page click the Website tab Type in a new temporary password and click the Change button The account is now unlocked NOTE The temporary password must have a least one capital letter and one numeric character When the user logs in the first time after their account has been reset they will be required to typ
5. as rejected due to insufficient time less than 2 hours incorrect date in the oximeter the test being older than 10 days or because the oximeter data was previously submitted Display Customization Options Column Sorting Click on any column s title which is underlined to have the grid sort in that order Column Filtering To search for specific information click on the Use Column Filtering check box then type in part of the desired information into the text box that appears beneath the title for the column in question Export Grid to Excel Click the Export to Excel link below the date ranges to export the dashboard results to a spreadsheet This information can be saved shared with colleagues or used for center performance calculations If the information does not display correctly you may be using an alternate form of excel If that is the case click the check box Alternate Excel format and then click Export to Excel again More Detailed Results To view more specific information on any center click on the Location ID that is underlined in the Dashboard results The location results page displays more specific information on every test along with giving you charts to select from To view the patient information for these tests click on the activity counts graph image The next page will provide an Activity History chart and below this chart is a list containing patient name physician n
6. assword in the future click on Members and then on Change Password Dashboard The dashboard allows you to see oximetry test activity between specified date ranges for the centers areas regions you have been assigned to To view the Dashboard click on Members then on Main Dashboard Or from the Quick Links menu select Dashboard To view oximetry test activity between specified date ranges first select the date ranges by clicking on the calendar icons next to Activity From and Activity To then click Get Results as shown below Member Dashboard Administrators Activity from 12 01 200 to 12 24 200 Get Recut Click on the Get Results link to get total volume counts for your locations The date range filter can be used to limit the results by date Further filtering can be achieved using grid filtering when the results are returned Understanding the Results The dashboard will display results from all centers areas regions divisions that have been assigned to you for viewing By default they are sorted by state then city Total Accepted means all files that the Independent Diagnostic Testing Facility has accepted Not Accepted means all files that the Independent Diagnostic Testing Facility has not accepted Reasons include e the doctor s order was incomplete e additional paperwork was not received e the doctor canceled the test e the file w
7. e a new permanent password for their account Site Management If your NPF CONNECT account gives you authority over more than one center you can click on Members then Managers then Site Management to view these centers You may also click on Sites from the Quick Links menu on the left of the screen A list of the centers will be displayed here that you are allowed access to Management accounts will have access to more than once site and in some cases in more than one area In these situations each area the manager has access to will be listed at the top of the grid For each center in the grid the Child Of column represents the area under which the center is categorized If for example a center is in Escondido CA it could belong to an Area called San Diego Area Note For Managers Please check your locations carefully Notify us immediately if centers you expect to see are not listed or if centers are listed that should not be in you area Display Customization Options Column Sorting Click on any column s title which is underlined to have the grid sort in that order Column Filtering To search for specific information click on the Use Column Filtering check box then type in part of the desired information into the text box that appears beneath the title for the column in question Export Grid to Excel Click the Export to Excel link below the date ranges to export the site l
8. ft of their LOGIN name e To create a new user click the link Create New User in the center of the page just above the user grid e The next page is the User Record Creation Page User Login This is the login name that the user will type when accessing the site We recommend using a standard naming convention for each user s login name If a company already uses a standard naming convention for another service like Email we recommend making these the same For example if everyone s email address is firstname_lastname company com we would recommend each user s login be firstname_lastname Password The initial password requires at least one capital letter and one numeric character Example Newuser1 Once all information is completed on this page click the Begin Creation button On the next page there is additional information to fill out for the user account Primary Role There is a drop down menu next to Primary Role Click on the down arrow to select the new user s role type The options in this drop down menu differ based on the level of authority of the current user s account type A user cannot create another user that has a higher authority type For example a branch manager cannot create a new Division Manager user account Division Managers can choose Regional Manager Area Manager Sales Rep Center Manager or DME user Regional Managers can choose Area Manager Sales Rep Center Manager or DME user Area M
9. ist to a spreadsheet If the information does not display correctly you may be using an alternate form of excel If that is the case click the check box Alternate Excel format and then click Export to Excel again Export Grid To Excel Click the Export to Excel link below the date ranges to export the site list to a spreadsheet If the information does not display correctly you may be using an alternate form of excel If that is the case click the check box Alternate Excel format and then click Export to Excel again Add a Center Only management type accounts can add centers To add a center you must know what level you want it to be under Then simply click on the folder image next to that area at the top of the grid When you put your mouse over the folder image the text Create a New Location Beneath This Area is displayed Once you have entered the information here please contact NPF Inc at 760 432 0145 We will need to link this center to the DME record in NPF s database so that you can begin to see the activity counts for the center Delete a Center If you have a center that has closed or merged please contact NPF Inc at 760 432 0145 or npfconnect npf inc com Miscellaneous Customizing Display Settings To customize the NPFCONNECT environment click on Members then on Preferences Grid Paging refers to how you want results to display when you are
10. ress Enter The page will refresh and find any records where the city name contains the text Esco Export Grid To Excel When results display you can export these results to a spreadsheet that you can save share with colleagues or use to create performance calculations Just click on the Export to Excel link below the date ranges If the information does not display correctly you may be using an alternate form of excel If that is the case click the check box Alternate Excel format and then click Export to Excel again
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