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Md-staff Exam > md staff > Flashcards

md staff Flashcards

1
Q

the name in Licensee Name is used for a match before the name in the Demographic section when verifying a license? T or F

A

T

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2
Q

Does uploading Patient Demographic files into MD-Stat allow for uploading different fields not included in standard MD-Stat Modules uploads? T or F

A

F

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3
Q

is a Custom SSIS Export to FTP report a flat-file report? T or F

A

T

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4
Q

What allows you to grab information from MD-Staff whenever you want?

A

Web API

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5
Q

Which method allows an MD-Staff user to send data to third-party software like Cerner when the information is updated in MD-Staff?

A

HL7 MFN Interface

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6
Q

Does the Group field in the View Schedule settings for Export Warehouse display the IP Address for the server receiving the data? T or F

A

F

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7
Q

What is the Request Rate limit per minute when using the Web API?

A

10

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8
Q

Can you leave the page if a Batch Verification job is In Progress? T or F

A

t

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9
Q

Which option allows you to update the information from the Web Scrape Results?

A

Apply Results

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10
Q

If you are in the Needs Review section and click on Go, what section in the provider record are you sent to?

A

Verification Log

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11
Q

Can you use PDF Merge to send to a provider for obtaining an electronic signature? T or F

A

F

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12
Q

selecting Custom Message as your template in an Email Merge allow you to write a unique subject and message to email to providers? T or F

A

T

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13
Q

Does MD-Staff Connect allow a provider to receive and send text messages with a facility or market in MD-Staff? T or F

A

T

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14
Q

Which setting is REQUIRED to send your PDF Template using Signable PDF Merge?

A

Document Requires E-Signature

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15
Q

Where do you add questions for sending Pronto Update Providers?

A

Setup > Files > Survey Templates

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16
Q

Where do you view Pronto Survey Results?

A

Merge/Pronto > Reports > Survey Results

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17
Q

When setting up Rules for a Scheduled Message, does entering multiple values for the same field treat it as an OR statement? T or F

A

T

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18
Q

What needs to be set up before creating a Scheduled Message?

A

Message Template

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19
Q

How many days does it take for Verification Follow-Up to stop resending a verification in MD-Staff?

A

180

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20
Q

Where are the settings for Scheduled and Triggered Messages?

A

Setup > Aiva Credentialing

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21
Q

you can add Filters to a Verification Follow-Up so only certain providers receive the follow-up? T or F

A

T

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22
Q

SMS Merge allows the provider to receive and respond to messages sent from MD-Staff? T or F

A

F

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23
Q

Is the main difference between Demographic Merges and Expiring Merges the type of merge fields used in the Merge Document? T or F

A

T

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24
Q

you need to select the MD-App Applicant module in Message Templates for the message to be available to send to an Applicant in the Manage Application screen?
T or F

A

T

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25
Q

Where can you set up an Email Merge Template?

A

Merge/Pronto > Setup > Email Templates

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26
Q

Do Demographic Merge Documents need to have merge fields added in Microsoft Word before they work in MD-Staff? T or F

A

T

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27
Q

What is an Organization Merge used for?

A

Sending letters to Entities and/or Sites/Locations in a Managed Care Environment

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28
Q

Where do you send a Peer Reference verification to multiple providers at once?

A

Merge/Pronto > Bulk Reference Merge > Pronto/Verification Merge for Peer References

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29
Q

Where do you locate the history of all reference and demographic merges for all providers?

A

Merge/Pronto > Merge Downloads and Status

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30
Q

What does selecting Log Activity while performing a Merge do?

A

Saves a record of this merge in the Provider’s Mail Log

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31
Q

Which option allows you to save a history of text messages sent to and from providers?

A

MD-Staff Connect

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32
Q

Can you use the Help Center to locate merge fields for Document Bundle message templates? T or F

A

T

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33
Q

Can you navigate away from the screen while performing a large merge? T or F

A

True

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34
Q

Which module is used to create message templates for Document Bundles?

A

Verification

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35
Q

What is the template you’re selecting in a Document Bundle also known as?

A

Message templates

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36
Q

Which merge fields do you use to merge information about a reference onto a reference merge letter?

A

Reference Merge Fields

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37
Q

Where do you go to modify/manage the template listed in Document Bundles?

A

Setup > Files > Document Bundles

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38
Q

Can you find a list of Reference Merge Fields in the Help Center? T or F

A

True

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39
Q

Where do you go to send a Board Approval letter to a provider or group of providers?

A

Merge/Pronto > Demographic

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40
Q

Can you find a list of Demographic Merge fields in MD-Staff and the Help Center?
T or F

A

True

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41
Q

When saving a demographic merge letter, what value do you enter into the Type field?

A

Demographic

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42
Q

Where do you go to add or manage Demographic or Reference letter merge templates?

A

Setup > Files > Word Templates

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43
Q

What is a PDF Merge used for?

A

Merging information from the provider record onto a PDF document

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44
Q

When performing a reference merge, are you communicating with the Provider or the provider’s reference?

A

The provider’s reference

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45
Q

Where do you create or manage message templates in MD-Staff?

A

Setup > Administrative > Message Templates

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46
Q

Where do you create or manage a Pronto Survey template?

A

Setup > Files > Survey Templates

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47
Q

Which merge fields do you use to merge provider information onto a demographic or reference letter?

A

Demographic Merge Fields

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48
Q

Which Question Type in a Survey Template allows you to enter multiple options to select?

A

Choices

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49
Q

Which sections of the Provider Record can use Document Bundles?

A

Peer References, Other References, Hospitals

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50
Q

Can Reference Merge Documents be added to Document Bundles for Verifications? T or F

A

t

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51
Q

Can Proctoring be a requirement for provider-specific privileges but is not required? T or F

A

T

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52
Q

Do you have the option to map the old privilege form to a new privilege form when you archive a privilege form so a provider gets an updated privilege form during the Reappointment application process?

T or F

A

t

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53
Q

Which menu option in Record Privileges allows you to remove or hide privilege forms that are no longer valid for a provider?

A

Archive

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54
Q

Can individual facilities modify Market privilege forms from the facility? T or F

A

f

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55
Q

Can you identify the number of cases needed to fulfill the requirement for a specific Privilege or Procedure from the Record Privileges area? T or F

A

t

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56
Q

Can you add privileges from other facilities using the Import option in Record Privileges? T or F

A

t

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57
Q

Which section in the Provider Record allows you to add or edit privileges?

A

The Jump to section

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58
Q

you can only search for providers by last name in E > Priv? T or F

A

f

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59
Q

Can you see all privileges from a privilege form in E>Priv regardless if the privilege is approved or not? T or F

A

f

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60
Q

Will suspended providers still marked as On-Staff show in E > Priv? T or F

A

t

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61
Q

Does IP Filtering need to be initially turned on to enable auto login for a display?
T or F

A

t

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62
Q

What must be true to see a provider’s privileges in E > Priv?

A

Privilege form is activated, the form has a granted date (current date or anything in the past) and is not yet expired, the provider is approved to perform privileges, the provider is On-Staff

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63
Q

On which screen can you manage the option to show privileges and proctoring?

A

provider Display - Jump to

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64
Q

What does the option “Make this the default for Memorial Medical Center” in the Field Settings of the E>Priv settings enable?

A

The current fields and sections will automatically be added the next time you create an E > Priv display in Memorial Medical Center

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65
Q

Where do Requested Privileges in the Provider Record come from?

A

The MD-Staff user can record them manually, Requested privileges are imported from MD-App the online application system

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66
Q

What features of E>Priv can be selected?

A

It can display provider information and approved privileges, It is a read-only display tool so information cannot be changed

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67
Q

Where do you go to make changes to the privileges or text on a privilege form template?

A

Privileges > Privilege Forms > Select Form > Privileges

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68
Q

Which icon when editing privileges allows you to drag and drop the privilege element to a different spot on the privilege form?

A

Cursor

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69
Q

Which button takes you to the permissions for the user when looking at Users under Setup > Security > Add/Edit Users?

A

Security

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70
Q

When checking the Audit Log in the Provider Record, are you only able to view the tables related to that page of the provider record? T or F

A

t

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71
Q

What does the error message say if you try to access MD-Staff from an IP Address that is not in the IP Address Filter?

A

You are not authorized to access this site from your current location

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72
Q

Is a permission considered granted and will show that while that user is in MD-Staff if it does not have a checkmark by either field and that user is not part of any security groups? T or F

A

f

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73
Q

Will the UsesLDAP be checked if an E>Priv user has multiple failed login attempts?
T or F

A

f

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74
Q

Is the time displayed in the User Accessed MD-Staff from a New Location email always Pacific Standard Time (PST)? T or F

A

t

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75
Q

Does the Success field in the Login Attempt report give a Yes or No answer to whether the user was able to log in? T or F

A

f

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76
Q

Does setting up DKIM help prevent emails from MD-Staff from being considered “spoofing” emails and sent to Junk or Spam folders?

T or f

A

T

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77
Q

Does the Credentialing_Sensitive permission allow a user to see the provider’s email if the permission is set to Deny? T or F

A

f

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78
Q

If Users are assigned to multiple groups, will any role specifically denied in any of the group settings be denied in the combined login? T or F

A

t

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79
Q

Where do you go to make changes to a user password?

A

Setup > Security > Add/Edit Users

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80
Q

What permission does a user need to make changes to user information, such as password?

A

Setup_Security

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81
Q

Which button would you select to edit the user permissions from the User screen?

A

Security

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82
Q

Where do you edit the members in a Permissions group?

A

Setup > Security > Add/Edit Groups

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83
Q

What is the Public Display Description used for in CVO Insights?

A

It is what is shown for the provider view in CVO Insights.

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84
Q

Do explicitly defined user permissions overwrite the group permissions? T or F

A

t

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85
Q

How are items listed in the Checklist Setup based on Preference?

A

The way they’re listed. If they’re all listed at 0, it will list them alphabetically (Sort Order).

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86
Q

How do you assign a checklist to an individual provider in MD-Staff?

A

Credentialing > New Application and Appointments > Add a new application. Choose template. Or individually search a provider and go to checklists, then add the template. There you will see Add where you can add the needed documents or even just verify them. Go allows you to see the record

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87
Q

What do Min and Max represent in Checklist Setup?

A
  • Min is how many times you want to see a specific item, and Max is the most you can attach to the checklist.
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88
Q

How do you assign a checklist using Aiva Cycle in MD-Staff?

A

Credentialing > Aiva Cycles > Aiva Cycles. Choose a cycle then click edit in order to choose your checklist template, then save and activate the cycle.

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89
Q

How do you import an application and assign a checklist?

A

Credentialing > MD-App > Manage Applications. Ready to Import, check off the provider then click import and choose the checklist template for it to get assigned to the provider.

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90
Q

How do you add a task to an individual license record?

A
  • Search a provider. Choose license and click add task.
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91
Q

How can you see your individual tasks in MD-Staff?

A

Click the button next to Aiva at the searching for provider area. You can also click “Tasks” on the dashboard which is the checkmark icon.

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92
Q

How can you see all tasks in MD-Staff?

A

Click MD-Staff and it will bring you to the home page to see all the tasks.

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93
Q

How do you see and manage checklists on the Aiva Dashboard?

A

Credentialing > Aiva Cycles > Aiva Cycles. Click the credentialing tab which will allow you to click on the provider and see what still needs to be completed in the checklist.

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94
Q

How do you complete a checklist?

A
  • Check off and verify all the needed licensure checklist items.
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95
Q

How do you modify task colors in the checklist?

A
  • Setup > LookUp Tables > All look up tables. Then search up task status, click next and choose the colors to edit.
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96
Q

What causes an application to move to the ‘Credentialing’ phase?

A
  • The provider finished filling out their application whether it’s an initial application or reappointment application. Once we click “Import” it moves to the Credentialing phase.
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97
Q

What causes a provider to move to the ‘Committee’ phase?

A
  • Once the checklist is completed, they move onto the committee phase.
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98
Q

When setting up a checklist, how do you link specific checklist items to completed verifications?

A
  • TaskID: Section, SubTypeID: Subitems within the actual task.
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99
Q

When creating an Initial Application, do you leave the Aiva Cycle field blank or click Initial Appointment?

A
  • Leave it blank.
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100
Q

What must be used to find Primary source verifications such as licenses, addresses, hospital affiliations, education, and board certification when starting a new application from MD-App?

A
  • MD-Staff Passport.
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101
Q

What is the difference between Initial App (Standard), Initial Application, and the AHP Application?

A
  • They are different application templates, and a custom one is created if a hospital requests it.
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102
Q

How does MD-Staff Passport help in the application process?

A
  • It helps speed up the process for initial applications when applying to a new organization. It does this by prefilling in data verified by primary source verifications.
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103
Q

How do you activate a Reappointment Cycle in MD-Staff?

A
  • Credentialing > Aiva Cycles > Aiva Cycles. Click on a greyed out cycle and then click “activate”
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104
Q

What is the difference between “Needs Attention” and Import Conflicts?

A
  • Import conflicts mean that the information in MD-App does not match the information provided in MD-Staff. Needs Attention means something has to be acknowledged on our end.
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105
Q

How do you import an application?

A
  • Choose the application and click import. Once an application is imported, nothing can be added or changed.
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106
Q

What is a Signable Merge Template?

A
  • A template that merges provider application information from MD-Staff into their specific state-mandated application and also allows providers to sign documents using DocuSign or AdobeSign.
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107
Q

What does CVO Insights (MD-App (usage) and MD-Staff (management)) allow providers to do?

A
  • CVO Insights allow providers to see the progress of their application through MD-App.
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108
Q

What is a Default Document Map?

A

These are templates that are attached to applications. They tell what documents are attached to what application.

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109
Q

What is MD-Documents used for?

A
  • Allows you to add documents within the system. When a template is chosen, it is where you would attach the actual PDF document for an application.
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110
Q

What is a Template Document Map?

A
  • A PDF template that merges on import of the MD-App application and uploads the merged copy to the provider’s ‘Files’ tab.
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111
Q

How do you create a Future Appointment for an individual provider?

A
  • Search up a provider and pull up their record. Navigate to the Appointment tab and click on the future appointments tab.
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112
Q

What happens if the current appointment date field is blank?

A
  • The future one will say blank as well.
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113
Q

What is Aiva Aware used for?

A
  • Aiva Aware is used to check your system for potential issues.
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114
Q

What are Credentialing_Cycle Admin permissions?

A
  • These are security permissions managed by the facility’s MD-Staff admins.
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115
Q

What system actions occur for the Publish Privileges job?

A

It is a background job, when a provider’s privilege form gets approved the privilege will be activated on the Granted Date.

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116
Q

Where can permissions be found?

A
  • Setup > Security.
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117
Q

What system actions occur for the Publish Appointments job?

A
  • It is a background job, where on the day of the provider’s future appointment Effective Date, the data will be published from the future appt date to the current appt date fields.
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118
Q

What ‘kicks’ a provider from Committee to Ready to Publish bucket?

A

Once the committee has finished their review and everything is Approved, the provider will move to the Ready to Publish.

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119
Q

What is the Effective Date for providers belonging to an active Aiva cycle?

A
  • The date when the Next Appointment, Last Appointment Date, ALL of the Boards approval date will be updated.
120
Q

What is On Staff?

A
  • On Staff will be found in the employed roster and can be found in e-priv.
121
Q

What does the Event Settings feature help with?

A
  • Helps monitor records in MD-Staff and will notify you about specific negative verifications that have been received.
122
Q

What are Step Name & Step Type (Standard vs. Pause)?

A

Standard: You can select reviewers right away.
Pause: Allows MD-Staff/MD-Stat to review providers in a paused queue where they can access reviews, add flags, comments, choose a step assignment without needing to provide an outcome.

123
Q

What are Background Jobs?

A
  • Automated tasks.
124
Q

How do you set up a Virtual Committee Review Type and Template?

A
  • Setup > Vcomm > Setup Types and Templates.
125
Q

How do you set up an Interactive Worksheet?

A
  • Setup > Files > Survey Templates > Add. Set the type to VirtualCommitteeProvider.
126
Q

Who can be assigned as reviewers?

A

Committee Members, Individual Reviewers, Department Leadership, Division Leadership, Section Leadership.

127
Q

What determines what is considered a completion rule?
“their are 2”

A

Quorum: All reviewers, majority of reviewers, number of reviewers, or any reviewer.
Custom: You can choose a specific reviewer required to complete this step, ex: leadership or committee member by title or a SPECIFIC reviewer.

128
Q

What are the three options for Leadership?

A
  • Department, Division, and Section.
129
Q

What field can be selected on the future appt page to populate upon completion?

A
  • You can select a field on the future appt page to populate. Ex: if the last reviewer completes a step, the date completed can populate the Credentials Approval date.
130
Q

How do you set up Virtual Committee Users?

A
  • Setup > Vcomm > Manage Users. Then you click add and allow permissions for the user.
131
Q

How do you build a committee?

A
  • Other > Committee > Add/Edit Committee.
132
Q

How do you assign a review individually?

A

Credentialing > Virtual Committee > Manage virtual committee reviews. Click add, search up the provider who needs to be reviewed, choose a workflow or leave it blank, choose the review type, fill out the date assigned and expected completion, then add reviewers individually or assign a committee.

133
Q

What happens once the last item is completed and checked off in the checklist?

A

It will immediately begin the virtual committee process.

134
Q

How do you complete a review as a reviewer?

A

.Once assigned, log into your virtual committee account, click review, and review the provider. Submit the review.

135
Q

Who can ‘act’ during the Pause step?

A

MD-Staff user, Quality Coordinator. It will pause all the reviewers in Department Leadership from reviewing anything.

136
Q

How do you perform Bulk Approve?

A

From the provider’s vcomm page, they will see all their reviews and have the option to approve a bulk review as long as there are no red flags.

137
Q

How do you archive a review?

A

Credentialing Virtual Committee > Manage Virtual Committee. Click on the provider, then click archive.

138
Q

How do you bulk archive completed reviews?

A

Credentialing >Virtual Committee > Manage Virtual Committee. Go to completed, then click archive all.

139
Q

How do you set up Daily Digest Emails for Virtual Committee?

A
  • Setup > Administrative > Message Templates. Click add, fill out the necessary fields, and for module PUT VIRTUAL COMMITTEE: DAILY DIGEST.
140
Q

How do you review previously completed reviews at the provider level?

A
  • Search up a provider, scroll down to Vcomm, and click outcome. From there, you will be able to click on any of the review types and then open the review.
141
Q

What ‘kicks’ a provider from the Committee phase to the ‘Ready to Publish’ phase?

A
  • When the review is completed, they will go to the Ready to Publish phase, but it won’t be published until their reappointment date.
142
Q

How do you run Virtual Committee Reports?

A
  • Credentialing > Reports > Meeting Minutes or Abstract Review.
143
Q

How do you set up an MD-App Application Template?

A
  • Setup > MD-App > Application Setup/Templates. You can add a blank template or use a standard application to edit.
144
Q

How do you define the frequency of sending Reappointments in Aiva Cycle Template Setup?

A
  • How often you want to reappoint depends on each facility.
145
Q

How do you define the Appointment Length in Aiva Cycle Template Setup?

A
  • The number of months for the cycle (Usually 24-36 months / 2-3 years).
146
Q

What is the ‘Remind Me’ setting in Aiva Cycle Template Setup?

A
  • Aiva will send a reminder to MD-Staff inbox alerting you to activate your reappointment cycles and send the applications.
147
Q

What is the ‘Next Reappointment Effective Date’ in Aiva Cycle Template Setup?

A
  • The date you begin using Aiva cycles to process your reappointment on.
148
Q

How are providers assigned to a cycle group?

A
  • Based on their Next Appointment Date.
149
Q

Where can Credentialing Automation Settings be found?

A
  • Setup > Aiva Credentialing > Credentialing Automation Settings.
150
Q

Can providers be adjusted/moved cycles?

A
  • Yes, Credentialing > MD-App > Manage Applications. Search up a provider, click their cycles, and edit it from there.
151
Q

What does the ‘MD-App Verify All Skip Pronto/Merge’ setting do?

A
  • Runs all the verifications for what has been checked off in the auto-verify defaults but will not send out the pronto verifications for the ones selected.
152
Q

What are Auto Verify Defaults?

A
  • Selected verifications you want running when an MD-App application is imported (Education, Hospital, Peer, and Other References).
153
Q

What do ABMS (American Board of Medical Specialties) verify?

A
  • They verify that the physician/medical specialist meets nationally recognized standards for education and maintains their certification through continuous learning.
154
Q

How do you run ABMS verifications individually/in bulk?

A

Individually: Verification > ABMS > Verify By Name.
Bulk: Verification > ABMS > Verify by Filter if you want certain providers that meet a criteria.

155
Q

Is ABMS a paid service?

A

Yes

156
Q

How do you set up ABMS web services?

A
  • Setup > Web Services > Board Certification Settings. Edit ABMS information.
157
Q

What do CertiFACTS verify?

A
  • Online primary resource to verify physician board certification specialties, built as a web scrape instead of API.
158
Q

How do you run CertiFACTS verifications individually/in bulk?

A

Individually: Verification > CertiFACTS > Verify By Name.
Bulk: Verification > CertiFACTS > Verify by Filter if you want certain providers that meet a criteria.

159
Q

Is CertiFACTS a paid service?

A

yes

160
Q

How do you set up CertiFACTS web services?

A
  • Setup > Web Services > Board Certification Settings. Edit CertiFACTS information.
161
Q

What do AMA (American Medical Association) verify?

A

PRIMARY SOURCE VERIFICATION: Medical school, Graduate medical education, ABMS® specialty board certification (includes MOC), All state licensure data (current and historic) and sanctions, DEA registration, National Provider Identifier (NPI) number, Education Commission for Foreign Medical Graduates (ECFMG) applicant number.

162
Q

How do you run AMA verifications individually/in bulk?

A

Individually: Verification > AMA > Order Profile (Name).
Bulk: Verification > AMA > Order Profile (Filter).

163
Q

Is AMA a paid service?

A

yes

164
Q

How do you set up AMA web services?

A
  • Setup > Web Services > Other Web Services. Choose AMA and Edit.
165
Q

How do you run CDS verifications individually/in bulk?

A

individually: Verification > CDS > Verify By Name.
Bulk: Verification > CDS > Verify by Filter if you want certain providers that meet a criteria.

166
Q

What do CDS (Controlled Dangerous Substance) verify?

A
  • An authorization from the state allowing licensed practitioners to work with controlled substances.
167
Q

Is CDS a paid service?

A

no

168
Q

How do you set up CDS web services?

A
  • Aren’t activated, is already turned on.
169
Q

What do Criminal verifications check?

A
  • State specific criminal Background check ran through the criminal site websites.
170
Q

How do you run Criminal verifications individually/in bulk?

A

Individually: Verification > Criminal > Verify by Name.
Bulk: Verification > Criminal > Verify All.

171
Q

How do you set up DEA web services?

A
  • Setup > Web Services > Other Web Services. Choose DEA and Edit.
172
Q

How do you set up Criminal web services?

A
  • Setup > Web Services > Criminal Site Settings.
173
Q

What do DEA (Drug Enforcement Administration) verify?

A
  • Authorization on a federal level. They assign a DEA license number to a practitioner by the DEA to write prescriptions for controlled substances.
174
Q

Is Criminal a paid service?

A

no

175
Q

Is DEA a paid service?

A

no

176
Q

How do you run DEA verifications individually/in bulk?

A

Individually: Verification > DEA > Verify By Name.
Bulk: Verification > DEA > Verify by Filter if you want certain providers that meet a criteria.

177
Q

What do DEA (Buprenorphine) verify?

A

Allows practitioners with a current DEA license to prescribe buprenorphine, a schedule 3 controlled substance, to those who have an opioid addiction.

178
Q

How do you run DEA (Buprenorphine) verifications individually/in bulk?

A

Individually: Verification > DEA (Buprenorphine) > Verify By Name.
Bulk: Verification > DEA (Buprenorphine) > Verify by Filter if you want certain providers that meet a criteria.

179
Q

Is DEA (Buprenorphine) a paid service?

A

no

180
Q

How do you set up DEA (Buprenorphine) web services?

A

Setup > Web Services > Other Web Services. Choose DEA and Edit.

181
Q

What do EPLS (SAM/GSA) verify?

A

Identifies those that have been barred or suspended from doing business with Federal agencies due to lack of integrity/honesty.

182
Q

Is EPLS a paid service?

A

no

183
Q

How do you run EPLS verifications individually/in bulk?

A

Individually: Verification > EPLS > Verify by Name.
Bulk: Verification > EPLS > Verify All.

184
Q

How do you set up EPLS web services?

A
  • It’s already on.
185
Q

What do LADMF (Limited Access Death Master File) verify?

A

They run an individual’s SSN to see if they’re deceased.

186
Q

Is LADMF a paid service?

A

No

187
Q

How do you run LADMF verifications individually/in bulk?

A

Individually: Verification > LADMF > Verify by Name.
Bulk: Verification > LADMF > Verify All.

188
Q

How do you set up LADMF web services?

A

already setup

189
Q

What do MD-Query verify?

A
  • You can verify a provider’s hospital affiliations in MD-Staff and choose what content is in your verification letters sent to hospitals.
190
Q

How do you run MD-Query verifications individually/in bulk?

A

Individually: Verifications > MD-Query > Verify by Name.
Bulk: Verifications > MD-Query > Verify All.

191
Q

How/where can you view a checklist for a provider’s previous reappointment?

A

Provider Record > Check List > Options > Show Archived

192
Q

What are two ways I can see an overview of what ‘tasks’ are assigned to me/MD-Staff user?

A

By clicking the the task icon in the upper right next to the aiva icon and by checking the Workflow dashboard by clicking the checkmark icon

193
Q

When a checklist is completed, what data is updated on the provider’s appointment page?

A

Credentialing complete bit and Application processed date.

194
Q

What does the comment icon do on a provider’s checklist items?

A

Shows comments left by the mso as well as due dates and completion dates

195
Q

In order for the checklist to automatically ‘complete’ a state license verification task when a license is verified (without needing review), you must properly set which two fields in the checklist setup?

A

TaskID and Subtype ID

196
Q

If a checklist template is set to a ‘mincount’ of 3 peer reference records, but a newly imported provider only has 2 records. What can we expect to see on their checklist?

A

The third reference field will be blank

197
Q

In Virtual Committee, what is a ‘pause’ step?

A

it pauses the review so the mso can do one last review

198
Q

How can a reviewer edit a previously submitted outcome?

A

They cannot, once it’s submitted they cannot edit their answers.

199
Q

What is a completion rule? Please explain your answer and provide an example.

A

This step is where you determine what warrants a complete step. The two main options are either quorum or custom. Selecting Quorum will give you the following options: all reviewers, majority of reviewers, number of reviewers or any reviewer. Selecting Custom, allows you to identify a specific reviewer required to complete the step, such as a Leadership or Committee member by title or a Specific Reviewer.

200
Q

If using Aiva cycles, which two ways can a provider’s checklist be viewed/edited?

A

Aiva Dashboard & on the providers record.

201
Q

What are the 4 options for a ‘quorum’ completion rule?

A

Any, Majority, All, Number of Reviewers

201
Q

True or False: MD-Staff Passport uses Checksome (blockchain) to pull known license and credential information to help pre-fill MD-App applications.

A

True

202
Q

To set up a new email template for Virtual Committee, the ‘module’ for the message template ‘module’ should be set to which value?

A

Virtual Committee

203
Q

What are MD-App documents?

A

General documents that are attached to an md app application template.

204
Q

True or False: You must have a special AMA account in order to use MD-Staff Passport. Please explain.

A

False, it can be used with passport but it is not required and we do not charge for it.

205
Q

True or False: Once a provider has confirmed their MD-Staff Passport records in MD-App, the data cannot be changed. Please explain your answer.

A

False, the data can be changed within Md-app.

206
Q

True or False: When an application is imported, I can ‘reject’ the application to ask for additional details. Please explain your answer.

A

false once imported you can not reject

207
Q

When beginning an initial application without using MD-Staff Passport, what is the minimum required provider data that must be entered to send an application?

A

Last Name
First Name
email

208
Q

True or False: I can edit application details, including users, documents and view the provider’s current progress on their application on the Aiva cycle dashboard (under Credentialing > Aiva Cycles > Select Aiva Cycle). Please explain your answer.

A

False, you can see and track progress but not edit from here. You can edit under Credentialing > MD-app > manage applications.

209
Q

True or False: Only the Medical Staff Office (MD-Staff users) can reset an MD-App user’s password. Please explain your answer.

A

False, There is a self-service option on the Md-App login screen for users who forgot their passwords.

210
Q

How do you set up an MD-App document to require a signature (utilizing a signing service)?

A

By checking the “signature” box on the md app documents screen under settings > md-app < document010

211
Q

What 9 default events cause an application to be flagged as ‘needs attention’ before importing?

A

There are currently 9 analytics Aiva can provide when analyzing provider applications. These are enabled by default, but can be turned on or off depending on your workflow. The following analytics are available:

	1 No Privileges Selected on Form
	2 Core Privilege Not Requested
	3 Privilege Not Renewed
	4 New Privilege Requested (not previously granted)
	5 Negative Attestation Questions
	6 Previous Rejection Message
	7 Exemption Requested for Missing Required Fields or 
                Steps
	8 Declined application for 1 or more facilities
	9 Gaps in Education, Hospital, or Other References for 
                Longer than 6 Months
212
Q

What is the name of the MD-App email template that is sent to a reappointing provider who has never used MD-App?

A

ReappointmentApplicationNewAccount

213
Q

What is the template document map feature?

A

Template Document Map allows you to designate specific .pdf files with the ability to automatically merge with provider data during the import of an MD-App application. This is a feature commonly used in conjunction with the State mandated applications, but can be used with any .pdf templates loaded into your MD-Staff system.

214
Q

What MD-App setting allows an application to be prepopulated and sent as a reappointment?

A

Allow Applicant Start

215
Q

A provider resigned from staff several years ago and wants to reapply. What workflow should be followed to send this provider a new application?

A

Credentialing > MD-App > Begin a Reappointment.
BUT you should be choosing an Initial Application template that has been created and is allowed to be used as a Reappointment

215
Q

What are signable merge templates?

A

allow providers to digitally sign State Mandated Applications using DocuSign or AdobeSign. Once imported into MD-Staff, these applications, along with the MD-App application and other signed documents, are loaded into the provider’s Files screen.

216
Q

What are ‘required objects’ in MD-App?

A

Entries that are required to be filled out.

217
Q

What does the ‘authorized’ status mean on the Manage Applications page?

A

The application was sent to the provider but they haven’t started it yet.

218
Q

What steps would an MD-Staff user take to reset the password for an MD-App user?

A

Credentialing > Md-app > manage applications > find user > users > add user. This will send them an email to update their passwords. It’s the same as adding an authorized user.

219
Q

What are Aiva application analytics?

A

AAA (Aiva Application Analytics) monitors submitted applications from MD-App and flags items needing further review by medical credentialing staff. Applications with issues, such as missing Core Privileges, are placed in the Needs Attention bucket on the Manage Applications page. Settings for these triggers can be managed within AAA.

219
Q

What are import conflicts?

A

When information in md-app does not match what’s in MD-Staff

220
Q

What two signing services are compatible with MD-App documents?

A

docusign and adobe

221
Q

If you forget to attach a DocuSign/Adobe Sign document to an application, what would be the process to get the document to the applicant for signature?

A

Can be added up until the signing stage.
Credentialing > MD-App > Manage Applications. Choose a provider then go to Documents and choose the ones you’d like to attach to the application.

221
Q

What is a future appointment?

A

Future Appointments let users update provider records before the next appointment. On the Effective Date, updates replace the current record, and previous values are saved in Appointment History.

222
Q

On import of an MD-App application, which two appointment future fields are populated?

A

approval date and the appointment date.

223
Q

When sending a reappointment application, what future appointment field is updated?

A

Application Sent

224
Q

True or False: If a provider-specific task needs to be added to their checklist, this can be added under Setup > Administrative > Checklists/Task Templates. Please explain your answer.

A

False, these would be added on the provider record under a reference field such as “license/credentials” > Add Task at the bottom of the page.

225
Q

What two reports can be used to review Virtual Committee reviews?

A

Meeting Minutes & Review Abstract

226
Q

True or False: Virtual committee workflows are global and used by all facilities (within a market) using Virtual Committee.

A

False, they are facility specific.

226
Q

How can a new outcome be added to an existing Virtual Committee template?

A

Setup > Virtual Committee > Lookup: Review Outcomes

227
Q

When using Virtual Committee, what are the 3 possible review types?

A

Case Review, FacilityEvent, provider

227
Q

Where can a provider’s previous Virtual Committee review outcome(s) be viewed?

A

Provider Record > Virtual Committee > Outcomes

228
Q

How are the “verify all” settings determined? For example, when importing a provider’s application and the “verify all” checkbox is checked, how do I know which license/credentials or other verification services will be run? Please explain in full detail.

A

Setup > Aiva Credentialing > aiva cycle templates > auto verify settings

229
Q

If a provider is part of an active Aiva cycle, what does the progress bar on their profile reflect and how does this differ from a provider not in an active Aiva cycle?

A

Aiva Cycle progress bar - shows the percentage/steps completed in the cycle. The progress bar would just show the checklist progress without Aiva cycles.

230
Q

What does the Aiva dashboard display?

A

The Bucket/Steps of the credentialing phase providers are in/on.6

231
Q

What two Aiva aware jobs must be activated in order for Aiva cycles to have extra benefit? Please also explain the purpose of each Aiva aware job.

A

Publish Privileges -
Publish Appointments -

232
Q

Can Aiva cycles be used with MD-App and virtual committee, but without checklists? Please explain your answer.

A

No, Checklists are required

233
Q

When all providers in an Aiva cycle have been published, what happens to the existing Aiva cycle?

A

It’s completed/Archived

234
Q

True or False: If after setting up Aiva cycles, you realize you’d like to change from reappointing every 3 months to reappointing monthly. The best solution would be to delete the existing cycles and start over. Please explain your answer.

A

False - It’s best to create a new Aiva Cycle to avoid other issues. Even if we delete the aiva cycle the providers are still stuck in it. User’s need to call in for assistance with this.

235
Q

What is bulk approve? Please explain your answer and/or provide necessary clarification.

A

Instead of requiring every reviewer to open and provide an outcome for each review individually, “clean” (unflagged) files will be grouped into a “Bulk Review” queue. This streamlined process enables decision-makers to quickly approve a large number of reviews collectively, while still separating any flagged files for dedicated deep-dive review.

236
Q

A virtual committee workflow has the reviewer assignment set to the “Credentials Committee.” How/where do I see who is included in that committee?

A

Other > committee > Add/Edit committee > members

237
Q

When publishing an appointment via Aiva cycles, what privileges are updated?

A

Requested Privileges

237
Q

How do you reset a password for a virtual committee user?

A

vcomm>manage users>click on user>edit

238
Q

What steps would you take to set up a new virtual committee user who is not a staff member?

A

First setup a non-staff member under setup > Address’s > non-staff > add. Next we can add them by going to - other > committee > add/edit > non-staff member

239
Q

What does the “Effective Date” on the Ready to Publish page indicate? Hint: Answer from a systemic perspective, not a credentialing perspective.

A

This indicates when the dates displayed on this screen will become effective or take effect within MD-Staff

240
Q

True or False: “Pronto update” is a feature that allows you to gather votes when updating leadership or bylaws. Please explain your answer.

A

False its pronto survey
Pronto update is to get updated creds

241
Q

What page of the provider record are you able to modify future appointment dates that were entered during the “Ready to Publish” step of an Aiva cycle?

A

Appointment > Add Future

242
Q

When publishing an Aiva cycle, what are the differences between the next appointment date field and the next cycle drop-down?

A

Next appointment date is a specific date for reappointment
Next Cycle is just the month and year you’ll be reappointed.

243
Q

When creating an expiring letter in Microsoft Word, it uses a combination of merge fields entered into ____ to outline what records are expiring for each provider, excluding non-expiring items.

A

Merge Regions

243
Q

True or False: A “merge package” is a feature that allows an MD-Staff user to bundle message templates, Prontos, and reference letters to be sent to a provider’s reference. Please explain your answer.

A

False, these would be send to providers whereas Document Bundles are sent to peer references.

244
Q

What type of letter could be merged to notify a provider (or group of providers) that their medical history items are expiring?

A

Medical History Expiring. Merge/Pronto > Medical History Expiring.

244
Q

What do MD-App contact merge fields pull? Please explain your answer.

A

The contact information for the MSO contact working on an application.

245
Q

Where can a list of a provider’s demographic merge fields be found?

A

setup>files>demographic merge fields

245
Q

True or False: When performing a PDF merge, an available export option/send method is “email.” Please explain your answer.

A

False, the option isn’t there.

246
Q

If not using DocuSign or Adobe Sign, what would be the best way to collect signed MD-App documents from the provider?

A

MD - app documents, we can upload them into the files section

247
Q

Unlike demographic letters, reference letters can use a mixture of both ____ merge fields, as well as ____ merge fields.

A

demographic and reference

248
Q

If setting up a triggered message for an expiring state license, what should the “object type” be?

A

Credential

249
Q

What merge setting saves a copy of a letter sent to a provider?

A

Attach to Log, under log activity

250
Q

What is the difference between a scheduled message and a triggered message? Please explain your answer and provide an example

A

A: Scheduled message - When a specific date is met such as the day a license expires.
Triggered Message - A message that is sent when a specific action or rule is met within mdstaff

251
Q

What privilege report shows the entire list of privileges for a provider, including any related text and/or criteria privilege elements?

A

complete privilege list by provider

252
Q

What MD-Staff report displays users who have logged into MD-Staff, as well as their IP address?

A

Setup > Security Logs > Login Attempts

253
Q

What are the necessary steps to setup a new user in MD-Staff, where they are able to login?

A

create account and make sure they have permissions

254
Q

If you’d like to avoid automatically running verifications when importing a specific provider’s MD-App application, how would you do this?

A

uncheck verify all

254
Q

How can you access previously saved Ad Hoc queries?

A

“open” all reports

255
Q

What canned report allows you to view a specially-related staff list and includes provider photos?

A

pictorial roster> pictorial roster by specialty

256
Q

True or Trick: Group permissions take precedence over individual permissions. Please explain your answer.

A

trick individual overseeds group

257
Q

Where in MD-Staff can you setup SAML certificates/SSO?

A

setup>security>SAML configuration

258
Q

True or False: The FPPE date on the appointment page tracks proctoring due dates for newly privileged providers and can be used with scheduled messages.

A

True

259
Q

What reporting filter operator should be utilized to search for a single specific value?

A

is equal to

260
Q

When you update a provider’s record, which data feed sends the updated information in real time?

A

HL7 interface

260
Q

What data feed uses Ad Hoc query to send data to outside (non MD-Staff) sources?

A

data warehouse

261
Q

True or False: Once an API user is created, they have full access and their permissions cannot be modified by an MD-Staff user.

A

false

262
Q

What report is used to run a blank privilege form (not tied to a provider)?

A

print form

263
Q

In Ad Hoc query, can multiple tables be added to a report? If so, are there any stipulations/limitations?

A

yes, just need to make sure to use correct tables.

263
Q

What is MD-Query?

A

a letter sent out to verify hospital affilations right?

264
Q

What MD-Staff feature creates unique identifiers for providers?

A

provider id generator

265
Q

How can provider privileges be granted via an Aiva cycle?

A

ready to publish, effective date, changing the status of the privilege

266
Q

True or False: To exclude providers in their residency from displaying on E>Priv, you can set up a filter.

A

true

266
Q

What are all the available privilege form elements?

A

custom privilege
Privilege
text
criteria
signature line

267
Q

If a new privilege needs to be added to an existing privilege form template, what is the best way to achieve this?

A

create a new form and add the privilege

268
Q

If not using Aiva cycles, how would a new privilege form be assigned to and managed for a provider?

A

provider record>jump to>record privileges

269
Q

What is the MD-Staff functionality of a ‘core privilege’? Are there any formatting requirements?

A

The core privilege option is used to control the way that Privileges are assigned, displayed, and requested. It’s useful to use in situations where providers need to have certain privileges in order to practice their specialty.

270
Q

How are market privileges used?

A

This allows multi-facility installations to create and maintain a master list of privilege forms. Facilities within the market will be able to assign market privileges to their providers.

271
Q

What is E>Priv?

A

a view only display of the providers active and requested privileges.

272
Q

A provider is not showing on E>Priv, but is on staff and does not have any current privilege suspensions or disciplinary actions. What additional information could you check as it relates to the provider’s privileges?

A

permissions granted and expiration dates

272
Q

How does archiving an existing form impact providers with privileges on that form?

A

it doesnt effect them until the next cycle they will need a new form

273
Q

If you need to publish a provider’s privileges on a date in the future, what setting related to Aiva cycles must be activated?

A

Aiva aware

274
Q

Can proctoring data be displayed on E>Priv?

A

yes

275
Q

True or False: Proctoring is required for all privileges. Please explain your answer.

A

false not in mdstaff maybe in a real life scenario yes

276
Q

What is a privilege location? Please explain your answer or provide an example.

A

its the specific privilege in a facility i.e. surgery dept or ER

277
Q

What privilege form elements are excluded from displaying in MD-App?

A

signature line

278
Q

What is Pronto Survey?

A

a voting questionnaire

279
Q

A scheduled message can be set up to gather a provider’s updated malpractice insurance information from a provider, but you must add a ___ survey template.

A

ProntoUpdate.Insurance

280
Q

While both are typically used for state-mandated applications, what are the two main differences between a template document map and a signable merge template?

A

Temp doc map-allows you to designate specific .pdf files with the ability to automatically merge with provider data during the import of an MD-App application.
Signable merge templates-works with MD-App to merge provider application information onto State Mandated Applications. Using DocuSign or Adobe Sign providers will be able to digitally sign the application, much like they do any other MD-App document that requires digital signatures.

281
Q

What is the difference between MD-App documents and default document maps?

A

MD-App documents- can be forms such as your Bylaws, rules and regulations, consent and release form, etc
Default doc maps- general documents ie DocuSign adobe sign, and pdfs that attach to a reappointment batch that attach to the template

Md-staff Exam (1 decks)

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