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Consumer Preferences Profile (CPP) GUI User Manual
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1. _ Search Patient Consumer Preferences Profile Enter the following Patient Search Criteria Last Name marque First Name marta Patient Id AA Id Note AA Id is required when Patient Id is provided Patient Id is case sensitive Reset Patient Search Results Patient Id First Name Organization ID No items found Local intranet Figure 5 0 1 CPP GUI Main Page 2 Enter the Last Name and or the First Name and or the Patient Identifier and hit the Search button AA Id is required when only Patient Id is provided without Last Name and First Name Use the Reset button to clear and reset the search criteria The patient search result displays Patient Id Last Name First Name and Organization ID CPP_GUI Manual 3 Release 3 2 10 06 11 The Patient Id is hyperlinked http localhost 8080 CONNECT ConsumerPreferencesProfileGUI faces SearchPatient jsp Be GS De e localhost 20 T F S ME 2 X b P Eile Edit View Favorites Tools Help x convert Select EE sly Favorites 543 Internet Explorer canno http localnost 8080 CONNECTC cn L me Pagey Safety Tools v S Consumer Preferences Profile Search Patient Consumer Preferences Profile Enter the following Patient Search Criteria Last Name marquez First Name marta Patient Id AA Id Note AA Id is required when Patient Id is provided Patient Id is ca
2. or Delete Selected button CPP_GUI Manual 8 10 06 11 Release 3 2 http localhost 8080 CONNECTConsumerPreferencesProfileGUI faces SearchPatient jsp Cex Gus Eile Edit View Favorites Tools Help Vy Favorites ze Internet Explorer canno localhost http flocalhost 8060 CONNECTC Hs x lo P 2 mp Rage Safety gt Toos Successfully saved Opt In Opt Out preferences Search Patient Patient Marta Marquez O NHIN Opt In NHIN Opt Out NHIN Opt In Limited Log Of Consumer Preferences Profile Add Fdit Fine Grained Policy Preferences Permission O Deny Select an Option Permit Document Type User Role Select an Option Purpose of Use Select an Option ConfidentialityCode Select an Option Add Update Selected Delete Selected Fine Grained Policy Preferences Document Type PermitDeny User Role Purpose of Use Cod Dietitian Law cccupalon entity for its own training programs Confidentiality le Treatment Normal Use or disclosure by the covered Restricted Figure 5 0 7 Add another rule Fine Grain Policy Preference 7 More rules can be added for the same policy by clicking on the Add button with another set of policy preferences Figure 5 0 7 8 At any given time you can exit the application by clicking the Log Out button CPP_GUI Manual 10 06 11 9 Release 3 2 APPENDIX A CPP_GUI Manual A 1 Release 3 2 1
3. Consumer Preferences Profile CPP GUI User Manual Version 3 0 CONNECT Release 3 2 CONNECT REVISION HISTORY REVISION DATE DESCRIPTION 1 0 29 September 2009 Initial Release 2 0 05 January 2010 Updated to reflect CONNECT Release 2 3 3 0 10 June 2011 Updated for CONNECT Release 3 2 CPP_GUI Manual i Release 3 2 10 06 11 TABLE OF CONTENTS 1 0 INTRODUCTION Q 0 ccccceeccecceeceecceeceeccneceeceesceeceeccneceeceuseueceasensceeseusensseeseneeeesenseness Tel PURPOSES SN RAS SA RNA RS to ote te tote Nes Re net Nate den been Eeer 1 3 DOCUMENT DESCRIPTION 22 ccccecceeccecceeececceceeececceeececcueeaeeceecaeeceecuecaeeceeeaeeseeeaes 2 0 REFERENCED DOCUMENTS ek KEREN RENE RENE KENNEN EEN RENE KEREN EEN RENE ENKEN 3 0 INSTALLATION PRE REQUISITES 0 cccecceecceeceecceeceeccescneceeccnsceesceseneceeseneees 4 0 AUTHENTIECATION sek KREE KEEN KEREN KEREN KEEN REENEN RENE KENNEN EEN RENE KEN 5 0 HOW TO USE CONSUMER PREFERENCE PROFILE GUI APPENDIX A At CONPIQUIALION iiisscisssicicicecisccdcevinsssneeduwedssedserensnduaedseedscndedsdasodaeuderaduaviasadaaddewccsaen A LIST OF FIGURES Figure 5 0 1 CPP GUI Main Page nnnnnnneeeenennnnnns Figure 5 0 2 Patient Id Hyperlinked nn Figure 5 0 3 CPP Profile WiINQOW tersbeep Set egkteEkde gege ERKEdee EANEEhEeEEr EERCeegeR Figure 5 0 4 Fine Grain Policy Preferences Window Figure 5 0 5a Add Fine Grain Policy Preferences
4. ccccccsssseeseeeeeeeeeeeeeeeneeeeeeees Figure 5 0 5b Add Fine Grain Policy Preferences Figure 5 0 6 Update Fine Grain Policy Preferences cccccseceseeseeeeeeeeeeeeeeeeeeeeeeeees Figure 5 0 7 Add another rule Fine Grain Policy Preference CPP_GUI Manual ii Release 3 2 10 06 11 1 0 INTRODUCTION 1 1 Purpose This document describes how to use the Consumer Preferences Profile CPP GUI 1 2 Scope The procedures in this document are applicable to all CONNECT users 1 3 Document Description This document includes the following sections e Section 1 0 Introduction e Section 2 0 Referenced Documents e Section 3 0 Installation Pre requisites e Section 4 0 Authentication e Section 5 0 How to Use Consumer Preferences Profile GUI 2 0 REFERENCED DOCUMENTS e CONNECT Release 3 2 System Installation and Configuration Full Binary Manual e CONNECT Release 3 2 System Installation and Configuration Source Code Manual 3 0 INSTALLATION PRE REQUISITES Install the following software in order to use the CPP GUI 1 Install the full binary or source code version of the CONNECT Gateway The CPP GUI is part of the installation that gets deployed in the adapter machine 2 Go through the CONNECT Install Checklist to make sure all the requirements are met 3 Configure the AdapterAuthenticationProxyConfig xml and AdapterPIPConfig xml files in order to use CPP GUI refer to Appendix A OpenSSO is not supported in CONNECT v3 2 4 URL
5. http flocalhost 8080 CONNECTC D D Si mg Page safety Tos Consumer Preferences Profile Search Patient Consumer Preferences Profile Patient Marta Marquez Add Edit Fine Grained Policy Preferences Permission permit O Deny NHIN Opt In Document Type Self management Patient User Role Dietitian NHIS Opt In Limited Purpose of Use Treatment ConfidentialityCode Normal Add Update Selected Delete Selected Fine Grained Policy Preferences Document Type PermitDeny User Role Purpose of Use Confidentiality Code No items found Ge E hitp Aocatnost 8080 CONNECTConsumerPreferenceshrof r x Bng EIB Eile Edit View Favorites Tools Help x convert v PBselect dr Favorites dr Internet Explorer canno http localhost 8080 CONNECTC a E deh Pager Safety Toos a Consumer Preferences Profile Successfully saved Opt In Opt Out preferences Search Patient Consumer Preferences Profile Patient Marta Marquez Add Edit Fine Grained Policy Preferences Permission O Permit O Deny O NHIN Opt In Document Type Select an Option ONHIN Opt Out User Role NHIN Opt In Limited Select an Option Purpose of Use Select an Option ConfidentialityCode Select an Option M Update Selected Delete Selected Fine Grained Policy Preferences Document Type PermitDeny User Role Purp
6. 0 06 11 A 1 Adapter AuthenticationProxyConfig xml Adapter AuthenticationProxyConfig xml If OpenSSO is NOT used in CPP GUI then this file is configured as follows This is the default AdapterAuthentication to indicate no authentication is implemented Uncomment this line of code and comment the line that is used for OpenSSO lt bean id adapterauthentication class gov hhs fha nhinc adapterauthentication proxy AdapterAuthenticationProx yNoOpImpl gt If OpenSSO is used in CPP GUI then this file is configured as follows AdapterAuthentication java implementation uses the OpenSSO authentication services Uncomment this line of code and comment the line that does not use OpenSSO lt bean id adapterauthentication class gov hhs fha nhinc adapterauthentication proxy AdapterAuthenticationJava Proxy gt AdapterPIPConfig xml Update AdapterPIPConfig xml to use AdapterPIPProxyJavalmpl implementation lt bean class gov hhs fha nhinc policyengine adapter pip proxy AdapterPIPProxyJaval mpl id adapterpip name adapterpipjava gt lt meta key impltype value java gt lt bean gt CONNECT_CPP_GUI Manual A 2 Release 3 2 10 06 11
7. a Click on the following link to access the CPP GUI http lt Adapter IP gt 8080 ConsumerPreferencesProfileGUI CPP_GUI Manual 1 Release 3 2 10 06 11 4 0 AUTHENTICATION Perform the following procedure 1 Though OpenSSO is not supported in CONNECT v3 2 we are leaving this section 4 0 for completeness You can skip this section and directly go to section 5 0 If OpenSSO is used by setting the configuration file the authentication page is the first page that displays asking for account details Enter valid login and password Click the Login button If account details are correct the Consumer Preferences Profile GUI Main page with the patient search tab is enabled with the rest of the tab tabs disabled If account details are incorrect you will be prompted to enter the correct account details CPP_GUI Manual 2 Release 3 2 10 06 11 5 0 HOW TO USE CONSUMER PREFERENCE PROFILE GUI 1 If OpenSSO is NOT used for Consumer Preferences Profile GUI the CPP GUI Main page is displayed with the patient search tab enabled and the rest of the tabs disabled http localhost 8080 CONNECT ConsumerPreferencesProfileGUI faces faces SearchPatient Ox G gt Le e localhost v bal X b Pe Eile Edit View Favorites Tools Help x Convert Select Jr Favorites E Internet Explorer canno http flocalhost 8080 CONNECTC D EI gt Pager Safety Tock Consumer Preferences Profile
8. oseofUse Confidentiality Code Self management Patient Permit Dietitian Treatment Normal Local intranet fa R125 5 0 5b Add Fine Grain Policy Preferences CPP_GUI Manual 7 Release 3 2 10 06 11 A Row is added in the Fine Grained Policy Preferences table http localhost 8080 CONNECT ConsumerPreferencesProfileGUI faces SearchPatient jsp s E EX Go http localhost 8080 CONNECTConet Eile Edit View Favorites Tools Help x convert Bzelect an EA 5 26 Paz E Favorites d r Internet Explorer canno http localhost 8080 CONNECTC Pa E Consumer Preferences Profile Search Patient Consumer Preferences Profile Patient Marta Marquez Add Edit Fine Grained Policy Preferences Permission Permit O Deny Self management Patient O NHIN Opt In Document Type ONHIN Opt Out User Role Dietitian NHIN Opt In Limited Purpose of Use Treatment ConfidentialityCode Normal b Add Update Selected Delete Selected Fine Grained Policy Preferences Document Type PermitDeny User Role Purpose ofUse Confidentiality Code Self management Patient Permit Dietitian Treatment Normal Local intranet Figure 5 0 6 Update Fine Grain Policy Preferences 6 Click on the Document Type hyperlink to select the row The selected Fine Grained Policy Preference can be updated or deleted by clicking the Update Selected
9. referencesProfileGUI faces SearchPatient jsp Cex Go http localhost i Y ProfileGUI faces Se ER Eile Edit View Favorites Tools Help x convert Select amp Favorites E amp Internet Explorer canno http flocalhost 8080 CONNECTC 7 om Page Safety gt Toolsy a Consumer Preferences Profile Search Patient Consumer Preferences Profile Patient Marta Marquez Add Edit Fine Grained Policy Preferences Permission Permit Deny O NHIN Opt In Document Type Select an Option E NHN Opt Out User Role Select an Option NHIN Opt In Limited Purpose of Use Select an Option ConfidentialityCode Select an Option Update Selected Delete Selected Fine Grained Policy Preferences Document Type Permit Deny User Role Purpose of Use Confidentiality Code No items found Local intranet Figure 5 0 4 Fine Grain Policy Preferences Window From the drop down menu you can select Document type User Role Purpose of Use and Confidentiality Code Permission is selected either as Permit or as Deny 5 Click the Add button to add the preferences CPP_GUI Manual 6 Release 3 2 10 06 11 gt http localhost 8080 CONNECTConsumerPreferencesProfileGUI faces SearchPatient jsp fC je Gor er localhost T f f Bxl Elle Edit View Favorites Tools Help X Convert PBselect dr Favorites za Internet Explorer canno
10. se sensitive Basma L S Patient Search Results Patient Id Last Name Organization ID MAS202000372 Marquez 2 16 840 1 113883 0 202 2 MAS202000371 Marquez 2 16 840 1 113883 0 202 1 MAS20200037 Marquez 2 16 840 1 113883 0 202 Local intranet Figure 5 0 2 Patient Id Hyperlinked 3 Click on the Patient Id hyperlink The CPP Profile window is displayed with three preference options NHIN Opt In NHIN Opt Out NHIN Opt In Limited The NHIN Opt Out option is the default but you can select either of options CPP_GUI Manual 4 Release 3 2 10 06 11 http localhost 8080 CONNECT ConsumerPreferencesProfileGUI faces SearchPatient jsp s EEK Go e localhost eren v Kal XK b Eile Edit View Favorites Tools Help Jr Favorites ER Internet Explorer canno http localhost 8080 CONNECTC x iConvert v Select mm Pagey Safetyy Tools v Consumer Preferences Profile Consumer Preferences Profile Search Patient Patient Marta Marquez NHIN Opt In NHIN Opt Out NHIN Opt In Limited Save Preferences Local intranet Figure 5 0 3 CPP Profile Window 4 lf the NHIN Opt In Limited option is selected the Fine Grain Policy Preferences Window is displayed and the user is prompted to add update or delete fine grained policy preferences CPP_GUI Manual 5 Release 3 2 10 06 11 http localhost 8080 CONNECT ConsumerP
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