Health Intelligence Platform
Portal User Guide
April 2022
Table of Contents
Overview
This user guide showcases functionality and views for the Human API Health Intelligent Platform portal.
About Health Intelligence Platform
Human API’s Health Intelligence Platform connects and converts health data into actionable intelligence that accelerates underwriting, improves placement rates, and creates better customer experiences.
The Health Intelligence Platform is powered by a robust and comprehensive data network which includes access to electronic health records (EHR) networks, health information exchanges (HIEs), patient portals, and traditional APS retrieval partners.
Portal Overview
The Human API Health Intelligence Platform portal enables you to order, monitor, and retrieve orders for medical evidence records.
Humans Dashboard
The first thing you will see after you log in to the Human API Health Intelligence Platform is the Humans Dashboard.
On this dashboard, you can see all the orders created within your application and their different status. For more information about status, please see the Order Status section.
On this dashboard, you can see the unique ID, full name, the created date, and status of an order. For more information about the details of an order, go to the Order Details section.
Search Orders
Use the search box to search for a specific order using the unique ID or email address.
Filter Orders by Status
Use the Status dropdown to filter the orders showing to a certain status.
To filter by status:
Click the Status button.
A dropdown menu appears
3. Select one or more status that you want to filter to.
4. Click Apply.
For more information about the different types of status, see section Order Status.
Order Details
To review the details of a specific order:
On the Humans Dashboard page, click the order you want to review.
The following screen appears.
The Order Details page consists of the following sections
General Information
Order Details
Reports
Tasks
Network Details
Timeline
General Information
In the General Information section, you can see the name, unique ID, date of birth, email, and other demographic information added to the order.
Order Details
In the Order Details section you can see details regarding the order type, the date it was created, and the status. It also displays a timeline of the order progress.
Reports
Note: The reports section is not available for those with non-PHI roles.
This section will only be available if reports have been generated for the order. In this section you can find and download one or more reports available for your order.
Note: The type of reports you see on this section will depend on the type of order you are viewing.
Tasks
This section indicates if there are any open or completed tasks in your order. For more information about tasks, see section Tasks Workflows.
Network Details
You can also look at the status on each individual order and data network.
To monitor individual order status:
Click the order you want to see to navigate to the Details page.
Go to the Network Details section.
EHR Networks Status
Completed: The search process is completed and data was found.
Completed - No Data: The search process is completed but no data was found.
Pended: The EHR workflow is suspended due to a required input or decision. One or more tasks are open and need to be resolved. For more information about tasks, see the Tasks Workflow section.
In Progress: Human API received the order and is actively processing it. The search for EHR records has started.
Error: An error occurred while trying to retrieve the EHR data.
Not Started: The search process in Human API’s EHR network has not yet started.
Note: Depending on the type of order, the EHR workflow may not ever start.Cancelled: The customer has reached out directly to Human API to cancel the order and Human API successfully cancelled the order with the data source.
Patient Portal Status
Completed: The applicant successfully connected to Patient Portal and data was found.
Completed-No Data: An error occurred when attempting to connect the applicant or collect Patient Portal records.
Pended: The Patient Portal workflow is suspended due to a required input or decision. One or more tasks are open and need to be resolved. For more information about tasks, see the Tasks Workflow section.
In Progress: Human API received the order and is actively processing it. The connection and syncing of the Patient Portal records has started.
Error: An error occurred while trying to retrieve the Patient Portal data.
Cancelled: The customer has reached out directly to Human API to cancel the order.
Not Started: The applicant has not yet started the process of connecting to Human API’s Patient Portal.
Note: Depending on the type of order, the Patient Portal workflow may not ever start.
APS Status
Completed: The APS retrieval process is complete and data was found.
Completed - No Data: The APS retrieval process is complete and no records are available.
Pended: The APS workflow is suspended due to a required input or decision. One or more tasks are open and need to be resolved. For more information about tasks, see the Tasks Workflow section.
In Progress: Human API received the order and is actively processing it. The search for and APS has started.
Error: An error occurred while trying to retrieve the APS.
Cancelled: The customer has reached out directly to Human API to cancel the order.
Not Started: The APS process has not yet started.
Note: Depending on the type of order, the APS workflow may not ever start.
Timeline
In the Timeline section, you can see progress notes for your order. Currently, the Timeline only includes APS progress notes.
Follow-Up Options
Throughout the workflow of an order there are certain tasks that may trigger that will need attention or action from the applicant. To follow up with an applicant regarding task email reminders or other notifications, use the Follow-up Options button.
Note: The Follow-Up Options button only shows up in orders that have pending unresolved end-user tasks.
When you click the Follow-Up Options button, the following pop-up screen appears.
Open Tasks
This section includes a list of the open tasks of the current order and a button to send a reminder about pending unresolved tasks to the applicant. Currently, the ability to edit or alter the original email on the order is not supported. You can edit the email to re-send the reminder to a different email address, but the original email address will stay the same for other automated notifications within the order.
Note: The reminder email sends a link to all open tasks and does not include any actual attachments, such as a special authorization form. It only sends a reminder about the unresolved special authorization task that includes a link to the special authorization upload page.
To send a reminder email to the applicant:
Click the Follow-Up Options button on the Order Details page.
2. Click Send Reminder.
An email listing the tasks shown in this section is sent to the applicant.
Engagement History
This section shows a list of all the emails related to end-user tasks that have been sent to the applicant of this specific order.
Link to Open Tasks Page
This section shows a direct link to the list of unresolved tasks that can be copied to your clipboard for easy sharing.
For more information about Tasks, see the Tasks Workflow section.
Order Status
After submitting an order, you will be able to monitor the status of your order through the Humans dashboard page in the HIP portal and on each individual order.
When you look at the status on the Humans dashboard page, the following page appears:
These are the different statuses that you can see on the Humans dashboard page:
Created: An invitation to connect has been sent to the applicant, and the order information has been received.
In Progress: Human API has started the search for records through enabled data sources. Human API received the order and is actively processing it.
Pended: The order is suspended due to a required input or decision. One or more tasks are open and need to be resolved. For more information about tasks, see the Tasks section.
Completed - Records Available: The order has been processed and there are records available.
Note: The delivery method of the records will depend on your organization’s configuration with Human API. For more information, please reach out to your Customer Success Manager.
Completed - No Records: The order has been processed and Human API was not able to retrieve data within the allocated time frame.
Cancelled: The order has been terminated upon receiving a request from you. For more information, see Order Cancellation section.
You can also look at the status on each individual order and data network. For more information see, Network Details section.
Task Workflows
On Human API’s Health Intelligence Platform, different tasks can trigger at different points on the order’s lifecycle. When a task triggers, a new workflow starts.
It is important to note that an order consists of one or more workflows. For example, when a Complete Network order is created, a Patient Portal workflow, an Epic CG workflow, and a Veradigm workflow start. After day 8, an APS workflow can start as well. Each of those workflows has its own tasks. Multiple tasks from different workflows can be open at the same time, but only one task from the same workflow can be open at once. If a task within a workflow is not resolved, subsequent tasks will not trigger until it has been resolved.
If there are open tasks within an order, the list appears as following:
Special Authorization Workflow
On some orders, the APS vendor might require a special authorization form in addition to the initial HIPAA authorization form provided.
Note: During this workflow, the status of the order will be Pending. There may be a 24 hour lag between the order marked as Pending and the task being visible.
If the APS vendor requires a special authorization:
Human API is notified with the special authorization form through an email inbox.
Human API matches the incoming pre-filled special authorization form from the email inbox to the order.
Human API sends an email to the applicant requesting to download, sign, and upload the pre-filled special authorization form.
When the applicant opens the Special Authorization form upload link, the following screen appears:
Once the applicant uploads the signed special authorization form, Human API returns to the APS vendor to continue processing the order.
Order Information Workflow
On some orders, the APS vendor might require additional information about the applicant or the medical provider.
If the APS vendor requires additional order information:
Human API triggers an Order Information (demographicsRequired) task.
Human API sends an Order Information task email notification to the customer’s underwriter or associate.
An underwriter or associate clicks the link on the notification to launch the task UI.
Note: The task will highlight in red exactly what information is missing and needs to be updated.
Once the underwriter or associate resolves the task, Human API sends the information back to the APS vendor to continue processing the order.
Approval Fee Workflow
On some orders, the APS vendor might indicate that the record retrieval will require a higher fee than the pre-approved amount by the customer.
If the APS vendor requires to confirm a fee over the pre-approved amount.:
Human API triggers an AdditionalFee API notification.
Human API sends an Approval Fee task email notification to the customer’s underwriter or associate.
An underwriter or associate clicks the link on the notification to launch the task UI.
The underwriter or associate chooses one of the three options on the AdditionalFee task:
Approve
Reject
Other
5. If the underwriter or associate clicks Other, an additional text box appears to allow the underwriter to add extra details.
6. Once the underwriter or associate resolves the task clicks Send.
7. Human API will send the information back to the APS vendor to continue processing the order.
QuestionResponse Workflow
On some orders, the APS vendor might have open ended questions for the customer.
If the APS vendor has an open ended question:
Human API triggers a QuestionResponse task.
Human API ends a QuestionResponse task email to the customer’s underwriter or associate..
An underwriter or associate clicks the link on the notification to launch the task UI.
The underwriter or associate resolves the question at hand and clicks Submit.
Once the underwriter or associate resolves the task, Human API will send the information back to the APS vendor to continue processing the order.
Help
We’re here to help!
If you need assistance, reach out directly to our chat in the portal from 6:00am to 5:00pm PST or email us at any time help@humanapi.co
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