eBO Overview Part 1

Ingrid Bongers MT(ASCP) MBAeClinicalWorks Certified Trainer

Icons

List View

Details View

‘New’ Wizards *

Propertiesa

• General– Rename a folder– Route to an email

• Permissions– Alter permissions for this folder by role

• Capabilities– Alter the capabilities for this folder

Top Tool Bar

Search FieldHome – can set your own home pagePersonal Settings

Launch

Dropdown Arrow

Top Tool Bar• Personal Settings

– My Watch Items• Alerts• Rules

– My Preferences• General

– Set default report format (if set to pdf can print more easily!)

• Personal– Set up email address for Alerts notification

• Portal Tabs– Can limit the folders displayed

– My Activities and Schedules• Displays current, past or upcoming activities• Lists Schedules

eClinicalWorks eBO Connection• Status

– Current, Past and Upcoming Activities– System: shows job queue, process metrics, and system settings– Schedules: Shows scheduled jobs

• Security– Capabilities: users, groups and roles– User Interface Profiles

• Configuration– Content Administration– Distribution Lists and Contacts– Printers– Styles– Portlets– Dispatchers and Services

Security

1. Copy URL and email to staff member and have them save to favorites

2. eCW Security Settings3. Restrict folder access4. Report level access (they need to have access

to entire link –bread crumbs- or they won’t be able to see it)

eCW Security Settings

Older databases access eBO from PM Dashboard (under Billing band)

Newer databases access eBO from Reports (top tool bar)

eBO Security Settings

• Users– Individual staff members: may be assigned to one or more

role or group in eBO• Groups– Staff members all having the same eBO security requirements

and permissions• Roles– The highest level of grouping; task based, may be made up of

users and/or groups

eBO Security Settings • Step 1 Select the Administrator

– Click on the Launch menu– Select eClinicalWorks eBO Administration– Click on the Security tab– Click on Cognos– Click on Properties icon for System Administrators (page over to get to the S’s)- Click on the Members tab to see who is there – by default it is Everyone- Click Add- Add the user(s) you wish to be eBO System Administrators- Remove Everyone group

Note: It is very important for there to always be someone in the System Administrators role. Never delete the last person out of this role before adding the next one.

eBO Security Settings

• Creating a new group – Click the New Group Wizard icon– Give the group a name (description and screen tip

are optional)– Click the Next button to select the members (click

Add, then Cognos)

eBO Security Settings

• Check in the boxes to select members• Use the green arrow to populate the ‘selected

entries’ window• If you check the ‘show users in the list’ box,

individual users will display

eBO Security Settings

• Once the new group is created, select the permissions by clicking on the Properties icon– Click on the Permissions tab– The permissions default to those of the parent entry. If

you wish to change them check the ‘Override the access permissions acquired from the parent entry’ box

– Use the check boxes to define permissions

eBO Security Settings

• Traverse – this is necessary to be able to see the ‘bread crumbs’ to the end reports. If this isn’t granted the user(s) may not be able to access the desired reports. i.e. a user must have at least traverse capability for the parent report if they are to have access to the child.

• Setting Security at the folder level– Click on the Properties icon next to the folder

– Click on the Permissions tab and follow the previous process

Things to Know About Navigation

• Use the eBO refresh button

• Use the eBO back arrow

• Use the log out (don’t just X out of eBO)

• If there are more than 15 entries on a screen there is ‘next’ arrow (it is very small)

Handy Tip

You can copy the eBO URL and save it to your favorites. If you do this, you don’t have to go to eCW to get into eBO Reports!

707 SW Washington Street Suite 1200 • Portland OR 97205 • Phone 503.943.2500 • Fax: 503.943.2501 Email: info@ochin.org • www.ochin.org

Contact Information

OCHIN Practice Services• 877.263.6780• Support@ochin.org

Ingrid Bongers • 877.263.6781• bongersi@ochin.org