Once you have been given your login credentials, click on this link here to access the Rx.Health platform in production. Once you have logged in, you will see the following tab options on the left side. "The Custom Dashboard" is where users for a specific service line will be able to access their dashboard. Click on “Custom Dashboard” and you will be directed to the next page.

This page will display all the dashboards that the user has access to. Clicking on the "open" option for the HPN Digital Access Member Level Dashboard" will direct you to the following page.

This page will display all the prescriptions that have been sent for a particular program, where each row represents one prescription. Above the prescriptions within the greyed row, you can see the column names that correspond to all the relevant prescription information. 

• Member: On the left is where all patient demographic information is stored including first/last name, member ID, date of birth, age, and zip code. 
• Contact Route/First Engagement: In the next column, we are tracking how that particular patient was first engaged. Here data will display showing if the member used the QR code/survey or text to enroll options to enroll in the program.
• Verified Phone Number: This column will show the patient's phone number.
• Consent: Here you will see how consent to receive communications is being collected from the member whether it be through a phone call, text, or survey.
• Prescriber Name: The name of whoever sent the prescription will display here.
• Enrollment Status: This column will show the progress that the patient has made on their enrollment. Here you will see if they have enrolled, completed the digital access assessment, completed the digital literacy assessment, have submitted an application for a free phone, or if they have opted out of the program.
• Digital Skills Assessment: Once the patient has completed the Digital Skills Assessment, the results of their skill level will display here and include beginner, intermediate, and proficient determinations. If the patient has not submitted a response to the skills assessment, "No Response" will display in this column.
• Digital Access: This column shows the broader patient's needs found through completing the Digital Skills Assessment. Those needs include whether or not they have a mobile phone, a personal computer or tablet, access to the internet, are able to use email, or are able to use their phone. Displayed in green, are needs that have been identified while displayed in red are needs that have been met.
• Intervention: Based on the patient's responses throughout the workflow, we will see what intervention the patient has received such as information on their phone's features, confirmation they have received their phone, and have received information on using their health plan portal.
• Custom Alerts: This column shows patient responses that dictate further assistance beyond the automated resources offered within the workflow. These alerts consist of patients that are unable to be verified, did not find the skills resources helpful, need other phone assistance and those that request to talk to a live agent.
• Alerts: In the last column, you will see notifications for alerts that serve as an indicator that further intervention is required from the coordinators. Once the patient the patient response within the workflow has been viewed by the coordinator within the prescription, this icon will turn from red to blue.

If you click anywhere on the prescription row, the full patient details will display, showing the patient demographic information and the different tabs associated with the patient communication.

• Demographics: Within this window, the patient's demographic information is shown such as patient name, phone number, email and DOB. Below the demographics are the different tabs relevant to the active prescription. 
• Messages: The "Messages" tab will show all of the patient communications including messages sent to and received from the patient. Messages that are queued to be sent will be shown in teal. Below them are grayed messaged that have already been sent. 
• Survey: Here you will see what surveys the patient has completed as well as their responses.
• Notes: You can store notes relevant to the patient within this tab. These notes will only be visible to the internal staff.

Above the prescription columns are all the dashboard filters that can be used to search for a patient or groups of patients. 

• Search Patients: This search bar can be used to search for patients using any of the information displayed within the Member details. Partial phone numbers and names can be used to search as well such as searching “Smi” for “Smith” or just the last 4 digits of a phone number. For partial name searches, it shows all results for names that contain that letter, not just names that start with that letter. To more effectively use the partial search option, we recommend searching by at least 3 characters.
• Member Verified: This drop down shows filter options for viewing patients whose membership has been verified and those who have not been verified.
• Skills Assessment Outcome: Filtering for patients based on their skills assessment outcomes can be done here. Those different outcomes included beginner, intermediate, proficient, and those who have not responded to the assessment. 
• Alerts: Patient prescriptions can also be filtered by the different alerts within the dashboard. Those alerts include notifications for when patients:
  • Request call assistance with their application.
  • Request call assistance for when they have not received their phone 10 days after submitting their application.
  • Request call assistance when finding the beginner, intermediate, proficient, or member portal access resources not helpful.
  • Need other cell phone assistance.
  • Are not in the pilot or are unable to be verified.
  • Need help with their phone's features.
• Training Resource Status: Here you can filter prescriptions based on the level training resources that have been received such as beginner, intermediate, proficient resources. You can also use this option to filter for members who have not received their training resources and those who have not responded.
• Enrollment Status: Use this filter option to search for members that have already processed their enrollment and those whose enrollment is still pending.

Above the filter options are commands that allow you to navigate the dashboard effectively. 

• Refresh: The “Refresh” option will update any new prescriptions or messages that have gone out since selecting the dashboard. 
• Actions: When checking the box on the left side of the prescription row, the "Alerts" command allows coordinators to set flags for certain prescriptions that may require closer monitoring, to send bulk prescriptions to multiple patients at once, or can be marked as a test prescription that will effectively remove it from the dashboard.
• Change Dashboard: If you have access to multiple dashboards, the “Change dashboard” option allows you to go back to the previous page in order to navigate to a different dashboard.
• Prescribe: Selecting the "Prescribe" option navigates coordinators to the prescription interface which allows them to send new 1:1 prescriptions to their members. A full breakdown of the prescription process is detailed below.

Once all the prescription information within this prescribe window has been submitted, the member will receive the initial welcome message. The process for submitting the proper member information is outlined below. Note: The window displayed below is specific to the "UHC HPN Pre Approved Members" workflow. Also, the information required to complete a prescription is marked with a red asterisk while the remaining information is optional. Providing additional information will help provide a more holistic view of the member's profile.

• UHC: This row will show all the workflows that are linked to this dashboard and are available to be prescribed. For this dashboard, those workflows include the "UHC HPN Pre Approved Members" and "HPN- Digital Access Program" workflows.
• Remaining Rows: To complete the prescription, input here the member ID, member first/last name, member zip code, member DOB, and member phone number.
  

The prescription process for the "HPN- Digital Access Program" workflow is outlined below as well.

The "HPN- Digital Access Program" workflow is similar but only has available fields for the prescription type (UHC), member phone number, new member phone number shared after receiving their new phone and whether or not the member has been verified. The differences between the two workflows can be seen below.