Linking Uploading Documents

8/8/2019 Linking Uploading Documents

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PPC-PCMH Linking/Uploading Documents into ISS

PPC-PCMH Recognition ProgramLinking/Uploading Documents



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Linking Documents: This is the process by which you add new documents to your survey and link new or existing documents to an element.

Step 1: Click on the document library tab

45Physician Practice Connections ─ Patient-Centered Medical Home

The Document Library



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Step 2: Click on add document to the library on the lower right corner of the screen


Add to the Document Library

Click “Add Document to the Library”



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Step 3: Follow 1 thru 4


Adding New Documents1. Name document in the “Document Name” box

2. Click “Browse” to find document in computer system; click to attach

3. Click “Save”. Number of documents in the Library will increase

4. Click “Save and Attach More” to continue attaching documents



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Step 4: Once you have attached your document to your survey tool, youcan now link it to an element. Please follow the steps below.


Link Documents to an Element

1. Click on “Documents” button for that element

2. Click on “Link Document”

3. Click “Link Existing” to link a document from the Document Library.

4. Click “Link New” to add a new document from your computer.

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This is an alternate path to steps 1-3 to document and it will link the document to the element at the same time.



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Step 5: You can link one document to more than one element. The same document can be used for more than one element.

1. Click on “Document Library” tab. 2. Click on “Link to New Element.


Linking a Document to Another Element



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Step 6: Attaching same document to two elements (if necessary)


Same Document Linked to Two Elements



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Step 7: Viewing the total number of documents in your library


Number of Documents in Document Library



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Step 8: Showing several ways to sort documents in your library (Please click on your document to make sure you can open)


Example: List in Document Library Sorted by Standard

Click to edit or unlink

documents

(Note: You should be able to open your documents from your document library before proceeding to the upload screen).



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Step 9: Click on the upload documents tab


To Upload Documents

Click here to“Upload Documents”

“Upload Documents” to NCQA’s ISSserver in preparation to submit yourSurvey Tool

Note: You will receive an advisory warning that this process is unavailable to you until you have submitted the application form and practice information worksheet with your license number to [email protected].

mailto:[email protected]

mailto:[email protected]



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Step 10: Verifying document file path


How to Upload DocumentsVerify Document Path:

1. Click “Browse”

2. Highlight document and click on “Open”

(Note: Please make sure you are uploading the same exact document, with the same document name and the same file path)



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Step 11: Click Upload Document


Next Click “Upload Documents”

Note: If you are uploading many documents at one time, this process may take a long period of time).



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Step 12: Upload Complete


Successful Document Upload

(Note: if you successfully upload your document, the “Upload Completed should change from “No” to “Yes”).



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Tips for Trouble shooting ISS

Make sure that the documents are located on your shared drive (meaning being accessed by multiple users within the organization.

Internet speed (Dail up can be too slow).

No special characters in the file name and folder such as %. //.

Working with internet explorer rather than Firefox.

Making sure it’s trusted sites.

Avoid uploading documents all at once but rather in batches.

Made recommendation browsing to the documents (when uploading) rather than cut and pasting the file path.

Name documents clearly and avoid duplicate names.

Consider making your final Word or Excel documents “read only” to ens ure no changes will be made.

Don’t scan everything – this creates large files that may be challenging for you to upload and for the surveyors to open.

Uploaded documents (including those in your document library and documents already transferred to NCQA servers) cannot be edited. Prior to submission, if you need to edit a document linked to your document library or uploaded to the NCQA server, you must remove, edit and re-upload it. After submission, you may not edit uploaded documents.

Be certain you’ re set to go before you submit your final Survey Tool. Prior to submitting your Survey Tool, use the “completeness Check” to be sure you’ve filled out all the portions of your Survey Tool.The “Completeness Check” can be found under the “Utilities” Section.