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CMR Vendor Portal
CMR Vendor Portal Application - User Guide
v1.0 – CMR Vendor Portal User Guide 1 3/25/2015
CMR Vendor Portal
Table of ContentsCMR Vendor Portal Application - User Guide ................................................................................................................................................... 1Table of Contents ............................................................................................................................................................................................... 2Overview ............................................................................................................................................................................................................ 3Objective ............................................................................................................................................................................................................ 3Prerequisites ....................................................................................................................................................................................................... 3User Registration ................................................................................................................................................................................................ 4Figure – 1 (CMR Portal Login Page) .................................................................................................................................................................. 4Table – 1 (User Registration Field Listing) ........................................................................................................................................................ 4Figure – 2 (CMR Portal Registration Page) ........................................................................................................................................................ 5Figure – 3 (Online Registration Confirmation – Request Received) ................................................................................................................... 5Figure – 4 (Online Registration Confirmation – Request Approved) .................................................................................................................. 6Figure – 5 (Online Registration Confirmation – Request Denied) ...................................................................................................................... 6User Name and Password Management .............................................................................................................................................................. 6Figure – 6 (Login Help – Forgot Your User Name) ............................................................................................................................................ 7Figure – 7 (Login Help – Forgot Your User Name) ............................................................................................................................................ 7Figure – 8 (Login Help – CMR Portal Username Assistance eMail) .................................................................................................................. 7Figure – 9 (Login Help – Forgot Your Password) .............................................................................................................................................. 8Figure – 10 (Login Help – Forgot Your Password)............................................................................................................................................. 9Figure – 11 (Login Help – CMR Portal Password Assistance eMail) ................................................................................................................. 9CMR – Scheduled Member Search Tab ............................................................................................................................................................ 10Figure – 12 (Scheduled Member Search) .......................................................................................................................................................... 10Figure – 13 (Scheduled Member Search - Results) ........................................................................................................................................... 10CMR Form – Collecting Interview Information ............................................................................................................................................... 11Figure – 14 (CMR Form) .................................................................................................................................................................................. 11Table – 2 (CMR Forms Field Listing) .............................................................................................................................................................. 12
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CMR Vendor Portal
Overview The CMR Vendor Portal was created to extend the CMR (Comprehensive Medical Review) functionality in the EPSROI system to users external to Envision. Users from Companies Envision has contracted with to conduct Comprehensive Medical Review’s (CMR’s) for EnvisionRxplus Prescription Drug Plan members will be granted secure access. This access allows users to locate, schedule and conduct and record CMR’s interviews with Envision members.
Objective The objective of this guide is to provide an overview on how to use the CMR Vendor Portal including user registration, User Name and Password management, locate a member and complete a CMR.
Prerequisites • Familiar with accessing a web site via a web browser (Internet Explorer / Firefox / Google Chrome) • Familiar with the Envision CMR process
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CMR Vendor Portal
User Registration Envision will provide users with a URL Link: http://www.envisionrxplus.com/cmrportal/login.aspx that when clicked on or copied and pasted into a web browser, takes the user to the CMR Portal Login Page.
Figure – 1 (CMR Portal Login Page)
The first step is for the user to register by clicking on the “Not Yet Registered?” menu option. Clicking this option will launch the Registration Page (See Figure – 2 CMR Portal Registration Page) User enters information into the following fields – all fields are required fields. Error messages will appear if a field is left blank, or if the information entered is not valid (does not match the specified format requirements). Error message(s) will also appear if the “Save” button is clicked and there are issues with any of the fields on the page.
Table – 1 (User Registration Field Listing)
Once you have completed entering your information, click on “Save” button to save your information. Upon successful save you will see a message on the screen “Your registration has been sent successfully. You will receive an email once it has been approved.”
Field DescriptionCompany Name User Company NameFirst Name User First nameLast Name User Last name
Email: User’s email address for the company entered into the Company Name field (Example: [email protected])
Confirm Email: Must match with Email address entered
User Name: Any combination of characters - will be used each time the user logs-in to the Portal
Password:Minimum of 6 characters required - will be used each time the user logs-in to the Portal
Confirm Password: Must match with Password address entered
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CMR Vendor Portal
Figure – 2 (CMR Portal Registration Page)
Saving your registration information generates an inquiry to Envision to review your request and approve access to the CMR Vendor Portal. You will receive an email message from [email protected] at the email address you provided that includes instruction information. (See Figure – 3 Online Registration Confirmation – Request Received). NOTE: Remember to check your SPAM folder in case your email systems flags this message as SPAM.
Figure – 3 (Online Registration Confirmation – Request Received)
Dear User,
Thank you for registering at Envision CMR Vendor Portal.
Your online User Name is XXXX. Your registration request has been sent for approval. You will receive an email notification once your account has been approved.
Sincerely, The Envision Support Team
HAVE QUESTIONS? NEED HELP? For help or more information about the CMR Vendor Portal, please contact us at [email protected].
If access is approved you will receive an email message from [email protected] at the email address you provided that includes instruction information. (See Figure – 4 Online Registration Confirmation) NOTE: Remember to check your SPAM folder in case your email systems flags this message as SPAM.
Required Fields
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CMR Vendor Portal
Figure – 4 (Online Registration Confirmation – Request Approved)
ONLINE REGISTRATION CONFIRMATION
Dear User,
Your request for access to the Envision CMR Vendor Portal has be granted.
Click on the following link http://www.envisionrxplus.com/cmrportal/login.aspx to enter you login information and access the site.
If the link does not work, copy and paste it into a new browser window and press enter.
Sincerely, The Envision Support Team
HAVE QUESTIONS? NEED HELP? For help or more information about the CMR Vendor Portal, please contact us at [email protected].
In the event your request for access is denied, you will receive an email message from [email protected] at the email address you provided that includes instruction information. (See Figure – 5 Online Registration Confirmation – Request Denied) NOTE: Remember to check your SPAM folder in case your email systems flags this message as SPAM.
Figure – 5 (Online Registration Confirmation – Request Denied)
ONLINE REGISTRATION CONFIRMATION
Dear Robin,
We are unable to approve your request for access to the Envision CMR Vendor Portal at this time.
You may contact us by sending an email to [email protected] if you have any questions regarding the status of your request.
Sincerely, The Envision Support Team
HAVE QUESTIONS? NEED HELP? For help or more information about the CMR Vendor Portal, please contact us at [email protected].
User Name and Password Management The CMR Vendor Portal provides functionality to allow the user to manage their user profile. The CMR Portal Login page provides links that in the event a user “Forgets” their User Name or Password.
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CMR Vendor Portal
Forgot Your User Name – by clicking on this link (see Figure – 6 Login Help), the user is provided with instructions on how to retrieve their User Name.
Figure – 6 (Login Help – Forgot Your User Name)
Clicking the “Forgot Your User Name?” link with cause the page in Figure 7 - Forgot Your User Name? to appear. Enter the email address you entered during registration and click the “Continue”. You will receive an email message from [email protected] at the email address you provided that includes instruction information. (See Figure – (Login Help – CMR Portal Username Assistance eMail) NOTE: Remember to check your SPAM folder in case your email systems flags this message as SPAM.
Figure – 7 (Login Help – Forgot Your User Name)
Figure – 8 (Login Help – CMR Portal Username Assistance eMail)
Dear User,
We received a request to send the User Name associated with this e-mail address. If you made this request, please follow the instructions below. If you did not make this request, please contact us at [email protected].
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CMR Vendor Portal
Our files show that the User Name associated with this email address is XXXX. You can continue to login at http://www.envisionrxplus.com/cmrportal/login.aspx using your Username and your Password.
If the link does not work, copy and paste it into a new browser window and press enter.
Sincerely, The Envision Support Team
HAVE QUESTIONS? NEED HELP? For help or more information about the CMR Vendor Portal, please contact us at [email protected].
Figure – 9 (Login Help – Forgot Your Password)
Clicking the “Forgot Your Password?” link with cause the page in Figure 10 - Forgot Your User Name? to appear. Enter the email address you entered during registration and click the “Continue”. You will receive an email message from [email protected] at the email address you provided that includes instruction information. See Figure – 11 (Login Help – CMR Portal Username Assistance eMail) NOTE: Remember to check your SPAM folder in case your email systems flags this message as SPAM.
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CMR Vendor Portal
Figure – 10 (Login Help – Forgot Your Password)
Figure – 11 (Login Help – CMR Portal Password Assistance eMail)
Dear User,
We received a request to reset the password associated with this e-mail address. If you made this request, please follow the instructions below. If you did not make this request, please contact us at [email protected].
Your new temporary password for User XXXX is P############. Please click the below link to reset your password.
http://www.envisionrxplus.com/cmrportal/changepassword.aspx?ResetId=d2381d52-89eb-4fb0-8ba6-0ce798744b53
If the link does not work, copy and paste it into a new browser window and press enter.
You will need to supply the temporary password above as the Current Password before being able to change the password to one of your own choice.
Sincerely, The Envision Support Team
HAVE QUESTIONS? NEED HELP? For help or more information about the CMR Vendor Portal, please contact us [email protected].
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CMR Vendor Portal
CMR – Scheduled Member Search Tab The Member Search functionality is used to locate a member for which the user is conducting a Comprehensive Medical Review. Enter the Member ID and click the “Search” Button as shown in Figure 12 below.
Figure – 12 (Scheduled Member Search)
The system will return the search results as shown in Figure - 13. Clicking on the Member ID will launch the CMR form (Figure - 14). Multiple rows may appear in the results if the member has had previous CMR’s conducted. An invalid Member ID will return the following error message “Your search returned zero results”
Figure – 13 (Scheduled Member Search - Results)
Click Search to locate a member
Click on Member ID Field to Launch CMR Form
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CMR Vendor Portal
CMR Form – Collecting Interview Information The form in Figure – 14 is used to collect Interview Information. The form is made up of 3 key sections, Member Info, Notes Section, and Interview Details. Refer to Table – 2 CMR Form Field Listing for form details. Basic member information is automatically populated with the current member information. Also there may be Notes in the Notes Field and information in the Interview Details section from previous CMR’s. Notes from previous CMR’s cannot be erased or over written. New notes created will be added to the Notes list once the form is saved. Navigation – the “Log Out” button when depressed will log the user out and return to the main login page. The “Clear” button will clear some of the contents in the New Notes and Interview Detail section. The “Save” button saves the information entered into the form and returns the user to the “Member Search screen. NOTE: there are required fields in the Interview Details section of the form that must be filled out in order to save the form.
Figure – 14 (CMR Form)
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CMR Vendor Portal
Table – 2 (CMR Form Field Listing)
Field Name Description
Member Info SectionMember Id Auto-populated based on member searchPerson Code Auto-populated based on member searchCMR Reference # Auto-populated based on member searchSpanish Speaking Check Box - Check only if appliesFirst name Auto-populated based on member searchLast name Auto-populated based on member searchPrimary Phone # Auto-populated based on member searchSecondary Phone # Auto-populated based on member search
Scheduleing Tool SectionDate This functionality not used at this timeTime This functionality not used at this time
Notes SectionNotes Section Collection of notes from previous CMR intervieewsNew Notes / Comments Text field for new notes pertaining to the current interview
Inteview DetailsCMR Complete Required Field, Drop Down List (Yes / No)CMR Offered Drop Down List (Yes / No)Type of CMR Drop Down List (Scheduled Appointment / Transferred "On the
Fly" / Cold Calling)Completed By Auto-populated with user name of person completing the formClinical Coordinator Time Required Enter time in Minutes if ApplicablePharmacist/RN Time Required Enter time in Minutes if ApplicableTotal Time Required Enter Total time in MinutesDate CMR Complete Required Field, Calendar Pop-up to select dateDate CMR Offered Calendar Pop-up to select dateDate Personal Medication Record Mailed Calendar Pop-up to select dateBeneficiary Identified as Cognitively Impaired Select from Drop Down ListRecipient of CMR Mandatory Field, Select from Drop Down ListQualified Provider Who Performed the CMR Mandatory Field, Select from Drop Down List# of Drug Therapy Changes Default is Zero, Enter a Number if ApplicableWhat We Talked About (Multiple Fields) Text Fields for documenting conversation with the Member
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