Journeys
The journeys an auditor (read-only) user walks, step by step. Each step opens the screen it happens on.
For an auditor (read-only) user
Review the audit log
Answer an audit question without the power to change it.Who changed whose access
Trace a role change from request to result.Prove facility isolation
Show that one facility cannot see another.Review emergency use
Check every break-glass sign in.Read go-live readiness
Check that the go-live evidence exists. Read only.Export the access list
Periodic access review.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 screenSee what was sent after the recovery (second release option).
Opens in the Administrator menuFirst-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.
Opens in the Super admin menuConnect 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.
Opens in the Administrator menuRead the change trail.
Open screenSwitch Patients from import to live reference
The with-data case: guarded, confirmed and audited.Patients is Import with 12,480 records.
Opens in the Super admin menuRead the impact, see the open transactions, pick the path.
Opens in the Super admin menuType the confirmation and the reason. If open transactions exist the change waits until they close.
Opens in the Super admin menuThe list now shows the source badge and reference ids.
Open screen 5Auditor (you)Data source changesRead the change and its reason.
Open screenWhen 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.
Opens in the Super admin menuAfter 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 screenAdd the user and the roles.
Opens in the Administrator menuReplace the temporary password.
Open screen 4The new personSet up Microsoft AuthenticatorEnroll in two-step sign in.
Open screen 5AdministratorUser detailLater: deactivate. The open work is handed over.
Open screen 6Auditor (you)Audit logRead the trail.
Open screen