CLIA-to-ASPEN July 2007 Training Agenda
CLIA-to-ASPEN TrainingJuly 2007Longmont, Colorado
Agenda
Day 1: Morning
Welcome and Introductions
Overview of the ASPEN Suite
I. CLIA to ASPEN – the Phased Approach
How CLIA phases will work
ASPEN 9.0
II. ASPEN How-to
ASPEN Central Office
Survey process – key differences in ASPEN
Day 1: Afternoon
III. Unpaid Recertification (high-level)
Certificate Inquiry options in ASPEN
Creating a certification kit
Creating a survey shell
Edits
Uploading a certification kit – effect of payment status
IV. Scenario 1 – Unflagged Paid Recertification
Create a certification kit
Create a survey shell as part of the cert kit
Citation Manager
Complete CMS-1539
Complete CMS-1557, note Hover Help
Complete CMS-670 – required for upload
Upload the cert kit
V. About Specialties
Survey Specialty Information screen
1557 Specialties
VI. About Uploads
Meaning of arrow on Upload tab
Overnight process
Upload errors
Sync Date errors
VII. Scenario 2 – Unflagged, Unpaid Recertification
Day 2: Morning
VIII. Scenario 3 – Flagged Recertification
Flagging – RO/SA actions
QC Exclusion tags, QC letter
IX. Scenario 4 – Initial, Change in Certificate Type
Types of certificates that generate an initial
Two required fields at bottom of Cert & Survey tab
Specialty data – effect of change in cert type
X. Scenario 5 – Flagged Recertification or Scenario 6 - Initial Certifications
XI. Special Processes
Revisits
Off-site surveys
QC Exclusion: special cases
Upload transaction tracking
Day 2: Afternoon
XII. Scenario 7 – Validation Survey, SA-Initiated
Survey type(s) and extent(s)
Tracking tab
Specialties
XIII. Scenario 8 – Validation Survey, RO-Initiated
XIV. ASE
Import/Export
Forms in ASE
Direct Connect
Merge
XV. Scenario 9 – ASE (Merge)
XVI. CLIA Reports in ASPEN 9.0
XVII. Resources for Training at Home
ASPEN documentation
Materials from training on take-home CD
Additional scenarios (10 and 11) on take-home CD
WebEx recordings
Training servers
General ASPEN information
XVIII. Transition to ASPEN 9.0
Prior surveys done in ASE
Work and Pending records in ODIE
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