My Team

My Team is a tool for users with Security Official access to add new users to Health Endeavors.

Step 1

To Access My Team:

begin by clicking on the 'Admin' drop down and choose 'My Team"

The My Team page lists all current member in the system at the Master Level by default. Users will be listed in alphabetical order by last name.

You can narrow down your member to a specific practice with the drop down here:

From this screen you can also filter between current, pending or archived members by clicking on the corresponding tab. Pending are user accounts that have not been activated yet. Usually used when setting up a New Hire and they are not ready for access yet. Archived members are those that have been removed from the Health Endeavors system.

Note: If you are planning to remove a practice from the Network Manager, you will need to archive users assigned to that practice before updating Network manager to ensure users access has been removed.

Step 2

To Add a New Team Member: For Master Level Users Click on the 'Add New Team Member' button. If you are adding a team member that should only have access to a specific practice, choose the practice from the drop-down menu and then click on the 'Add New Team Member' button.

Complete the user personal information in the form below. Required fields are marked with a RED *.

Email Address (Each user must have a unique email address. Duplicate email addresses are not acceptable and will cause an error for the user)

Status (The status determines what list the user appears in on the My Team page and should be set to 'Active' if you wish for the user to have immediate access to the system)

Default landing page (The system will auto default to the Executive Overview Visuals page. If you would like to change, click on the 'Edit Contact' button after user has been created.)

Note: Health Endeavors uses multi-factor authentication for logins. Please be sure to enter a phone number if the user will be using their phone rather than email for receiving authorization codes. Phone numbers should be entered without any dashes 5555555555.

Step 3

User Roles:

In this section you will decide what access each user will have in Health Endeavors

Master Account Security Official - Is the highest in the hierarchy and is an administrative type role. This user will have access to 'My Team' to create new users, the QM/QPP import chart and the Network Manger. More than one user may have Security Official access.

Master ACO Default - This must be checked to give Master Level users access to the Quick Data Tools. This box must also be checked for users that require access to the care coordination tool.

Users will need access to at least one of the following Patient Population. If your organization serves multiple patient populations, you may select one or both depending on the access you want for each user.

Population Access - ACO (for Medicare)
Population Access - Commercial (for non-Medicare)

Practice Interactive tool - Check this box to give practice level users access to the drill down options in the analytics dashboard and interactive reports under the Analytics tab.

Step 4

If the user you are creating requires access to Quality Measure Reporting, such as CMS Web Interface Random Sample, HEDIS or QPP, you will check the appropriate boxes to the left.

Step 5 (Optional for practice level users only)

If the user requires restriction to a specific Practice, Division, or Sub-TIN complete Step 2 by choosing a practice from the drop down before clicking on the 'Add New Team Member.' Then complete Step 3 and 4.

You will also have the option to choose if this user should have access to a specific division(s) or Sub-TIN(s).

Division role gives the user access to patient data for all practices that are setup under the division that their practice belongs to. (Divisions can be configured in the Network Manager.)

Sub-TIN access gives users access to patient data ONLY for NPIs that are associated with the selected Sub-TIN(s). (Sub-TINs can be configured in the Network Manager)

Step 6 (Optional)

CC Roles

If the user requires access to the Care Coordination Tool, you may use the dropdown below to indicate the access role this user will have. the chart below gives details on what access each role provides.

CCT Master Roles are for admin users who have access to all patients within a practice. CCT TIN roles are for admin users who have access to TIN specific patients within a practice.

Master ACO Default must be checked in Step 3 above for Filter View access in the Patient Master Dashboard.

Master Gold Users have full access

Master Silver Users do not have setup capabilities. Users have access to Care Coordination event actions.

Master Bonze Users have view only capabilities.

Specialty Assignment Roles - ADT Events*

This option is only available to Gold and Silver CCT users.

Users will have the ability to assign ADT events.

*Additional fee applies. Reach out to your account specialist for additional details.

CCT Platinum Roles

This role is only available to Master Gold CCT users and only one user per company can be assigned this role. With this role a Care Coordination Admin can edit an event, follow updates, and change the event assignment.

Step 7

Finalizing User

Once the user is set-up as desired, click the 'Save' button to confirm user creation. If the page does not return to the My Team Current Members page after attempting to save, the user has not been created yet. This is typically because the users email address is already in use.

If you created this user in 'Active' status they will receive an auto generated email with instructions to setup their user name and password. If the user was created in 'Pending' status they will not receive an email until you update their status to 'Active'.

*Note: Setup emails will expire after 7 days.

Once a user is in the member list, you may click 'Edit Contact' to make changes to the Roles, change a Pending user to Active or Archive a user that you no longer want to have access in Health Endeavors.

If user does not setup their user name before the email expires, there will be an option to 'Resend Username Setup Email' next to the 'Save' button. If the user completes their setup this option will not be available.

Note: If a user forgot their username or password they should be directed to use the 'Reset Password / Forgot Username' links on the login screen.

Also, if a user has been moved from Archived to Active they will need to use the 'Rest Password / Forgot Username' links from the login screen. They will not receive an email to setup their account.