Journeys
The journeys an administrator walks, step by step. Each step opens the screen it happens on.
For an administrator
Add a person and let them in
Create an account that is safe from the first sign in.Change a role or a facility
Move someone without asking them to start again.Switch someone off
Deactivate, never delete.Reset two-step sign in for a user
Help someone who lost their phone.Answer an access request
Someone could not open an area.Recover a locked account
Unlock someone without guessing.Set who can do what
Named roles, scoped to the right part of the organization.Open Roles and permissions.
Open screen 2Edit roleEdit the CRUD matrix and its scope.
Open screen 3Assign roles to existing usersGive every existing user a role before go-live.
Open screen 4Organization structureDefine the organization structure.
Open screen 5Data scope and isolationCheck facility isolation.
Open screenOrganization settings
Change a high-impact setting with a confirmation.Check isolation
Prove a facility user cannot see another facility.Look after the diagnosis list
Keep the ICD-10 list current.Clear what NPHIES could not match
Replay responses that had no request.Set the security rules
Password, lockout and session.Review what happened
Answer an audit question.Read go-live readiness
See where the go-live checks stand. Read only: the Super admin changes them.Give another system access
Scoped, revocable API access.Bring diagnoses in from the clinical system
Stop re-typing diagnoses.Add a person with two roles
A small team where one person does A/R and A/P.Switch off a leaver and hand over their work
Nothing stays stuck in a draft.Administer a group or a facility
Two scopes for one role.Set how often the portal polls NPHIES
Background poll with a manual fallback.Keep the break-glass account sealed
An emergency account that raises an alert every time.Check what the audit log now records
Cancel, replay, assign, take over, export and admin views.For everyone
Sign in
Get in safely. After sign in the wireframes ask who you are; the real portal opens the home of your own role.First sign in
Replace the temporary password, then enroll.First time with two-step sign in
Enroll before you continue.Lost your phone
Get in without the Authenticator app.Forgot the password
Recover without calling anyone.Your password expired
Replace it when the policy says so.Ask for an account or for access
No account yet, or the wrong role.Look after your own account
Password, sessions, history and notifications.Time out and sign out
What happens when you step away.When you cannot open something
A clear reason and a way forward.A record of another facility (CL-30091) shows as a hidden row with no patient details. The Administrator and the Auditor read every facility, so they see it listed with its facility in the Multi-facility state.
Open screen 2This record belongs to another facilityClick the hidden row. Read why, then go back.
Open screen 3HomeOpen an area your role does not have.
Open screen 4No access to this areaAsk for access. The request is sent and logged.
Open screen 5Page not foundA wrong address ends here.
Open screenWhen the portal or NPHIES is down
Know what is saved and what is not.Find help
Get an answer without leaving the portal.Hospital flows, end to end
Flows that cross roles. Each step names the role that does it. A step you can open in your own menu is a link. A step that only another role can open is shown as text with that role named.
When NPHIES is down
Nothing is lost and nothing is sent twice.A banner says NPHIES is not answering.
Open screenSave and send later.
Opens in the Receptionist menuSave and send later.
Opens in the Insurance approval officer menuSave and send later.
Opens in the Claims officer menuSee what is saved.
Open screen 6Administrator (you)NPHIES outboxSee what was sent after the recovery (second release option).
Open screenFirst-time setup of the hospital system link
From a bare portal to patients that come from the hospital system.Open Data sources. Nothing is linked yet.
Open screenConnect and test the hospital system.
Opens in the Super admin menuPatients as Use as storage, Payers as Import.
Opens in the Super admin menuMap the fields.
Opens in the Super admin menuActivate.
Opens in the Super admin menuSee the status, read only.
Open screenRead the change trail.
Opens in the Auditor (read-only) menuWhen the hospital system is down
Desks keep working where the fallback allows, and nothing is lost.A banner says the hospital system is not answering.
Open screenLookup is unavailable. Enter the patient by hand if the fallback allows.
Opens in the Receptionist menuPractitioners come from the last known copy, marked as not refreshed.
Opens in the Insurance approval officer menuThe service catalogue is read only until the source is back.
Opens in the Claims officer menuRead the status and the fallback per entity.
Open screenAfter recovery, fix the rows that failed.
Opens in the Super admin menuOnboard and offboard a user
From a request to a working account, and back to a clean exit.Ask for an account.
Open screen 2Administrator (you)Add userAdd the user and the roles.
Open screen 3The new personReplace your temporary passwordReplace the temporary password.
Open screen 4The new personSet up Microsoft AuthenticatorEnroll in two-step sign in.
Open screen 5Administrator (you)User detailLater: deactivate. The open work is handed over.
Open screen 6AuditorAudit logRead the trail.
Open screen