calculation quality reporting service (cqrs) user guide...18/09/2012 0.4 j. oatman updated content...

Version 0.7.4 COMMERCIAL IN CONFIDENCE

Calculation Quality Reporting Service

(CQRS)

User Guide

January 2017 Final v7.5


Amendment History

Date Version Author Description Page, Section(s) Affected

24/08/2012 0.1 J. Oatman Initial Draft Entire Document

13/09/2012 0.2 C. Ahern

Applied Styles. Added table of contents, list of figures, and index. Entire Document

17/09/2012 0.3 W. Spinka Updated formatting of entire document and updated screen shots as applicable

Entire Document

18/09/2012 0.4 J. Oatman Updated content and table of contents Entire Document 21/09/2012 0.5 J. Oatman Added CQRS Overview & content Entire Document 24/09/2012 0.5.1 J. Oatman Updated numbering & added calculations Entire Document

05/10/2012 0.6 J. Oatman Updated formatting of entire document

and updated screen shots as applicable Entire Document 22/10/2012 0.6.1 J. Oatman Updated screen shots Entire Document 25/10/2012 0.6.2 J. Oatman Updated content changes per Denise Entire Document 30/11/2012 0.6.3 J. Oatman Ongoing Reports update Section 7 3/01/2013 0.6.4 J. Oatman Administrative Tasks & more Reports Section 7 & 8 20/02/2013 0.6.5 J. Oatman Additional Updates Entire Document 18/03/2013 0.6.6 W. Spinka Review and Updates Entire Document 19/03/2013 0.6.7 J. Oatman Review changes & Update Entire Document 25/04/2013 0.6.8 J. Oatman Update screens & changes Entire Document 26/04/2013 0.6.9 J. Oatman Final Review to Denise Entire Document

06/07/2013 0.7.1 J. Oatman Change NHS Commissioning Board

screenshots to NHS England Entire Document

25/07/2013 0.7.2 J. Oatman Add section to Data Submission &

Screenshot Section 6

22/12/2015 7.4 S. Guess

Update screen shots Sections 4, 6, 7, 9, and 11

03/02/2017 7.5

C. Smith Updates: • Login Screen information • Home Page information • Message Centre design • Notification settings • List of Service Types throughout • Participation Offer workflow • My Services • Record Achievement • Declarations • Declaration Management • Help / Support Information

New Information:

• Publishing Information box • Tab highlighting details • Administrative Changes:

o Descendant Data

Sections 2.3, 2.7, 2.8, 4.2, 4.3, 4.4, 5.1, 5.2, 5.3, 6.1, 6.2, 7.2, 7.3, 9.1, 9.3, 9.4, 9.5,


Date Version Author Description Page, Section(s) Affected

o Parent Offering o Participation Transfer o Allocatted Reports o Service Provider Clusters

• Manage Code: o Extract Periods o Quality Service Admin o Trigger Calculations

9.6, 9.7, 11

Forecast Changes Anticipated Change When

Reviewers This document must be reviewed by the following: Name Signature Title/Responsibility Date Version Glenn Armitage Business Analyst, NHS Digital 5/30/2017 V7.5

Approvals This document must be approved by the following: Name Signature Title/Responsibility Date Version Glenn Armitage Business Analyst, NHS Digital 5/30/2017 V7.5

Distribution This document is to be distributed to all CQRS users.


CONTENTS

1 INTRODUCTION TO CQRS ........................................................................................... 10 1.1 BENEFITS ..................................................................................................................................... 10 1.2 MAJOR FEATURES ......................................................................................................................... 11 1.3 WORKFLOW OVERVIEW ................................................................................................................. 13

2 SIGN IN .......................................................................................................................... 14 2.1 OBTAIN YOUR USER ID & PASSWORD ............................................................................................ 14 2.2 COMPLETE USER REGISTRATION ................................................................................................... 14 2.3 SIGN IN ......................................................................................................................................... 16 2.4 FORGOT USER ID AND/OR PASSWORD ........................................................................................... 16 2.5 LOCKED ACCOUNT ........................................................................................................................ 18 2.6 CONTACT US ................................................................................................................................ 19 2.7 CQRS ONLINE TRAINING .............................................................................................................. 19 2.8 GP COLLECTIONS WEBSITE ........................................................................................................... 20

3 UNDERSTANDING USER ROLES ................................................................................ 21 3.1 ORGANISATION ROLES .................................................................................................................. 21 3.2 USER ROLES ................................................................................................................................ 21

4 HOME PAGE .................................................................................................................. 26 4.1 SELECT ROLE ............................................................................................................................... 26 4.2 PUBLISHED INFORMATION .............................................................................................................. 27 4.3 MY TASKS & MESSAGES................................................................................................................ 27 4.4 MY ACCOUNT ................................................................................................................................ 32

5 PARTICIPATION MANAGEMENT ................................................................................. 35 5.1 CREATE AND MANAGE SERVICES – COMMISSIONING/MANAGING ORGANISATIONS ............................ 35 5.2 CREATE OFFERS – COMMISSIONING/MANAGING ORGANISATIONS ................................................... 56 5.3 MY SERVICES – SERVICE PROVIDER .............................................................................................. 62

6 DATA SUBMISSION ...................................................................................................... 65 6.1 RECORD ACHIEVEMENT – SERVICE PROVIDERS .............................................................................. 65 6.2 RECORD PROVIDER ACHIEVEMENT – COMMISSIONING ORGANISATIONS ........................................... 70 6.3 RECORD ASPIRATION – SERVICE PROVIDER ................................................................................... 71 6.4 RECORD PROVIDER ASPIRATION – COMMISSIONING ORGANISATION ................................................ 73

7 ACHIEVEMENT .............................................................................................................. 74 7.1 ACHIEVEMENT RESULTS ................................................................................................................ 74 7.2 DECLARE – SERVICE PROVIDER ..................................................................................................... 75 7.3 DECLARATION MANAGEMENT ......................................................................................................... 77 7.4 POST ACHIEVEMENT MODELLING ................................................................................................... 80

8 REPORTS ...................................................................................................................... 85

9 ADMINISTRATIVE TASKS ............................................................................................ 86 9.1 MANAGE ORG’S & USERS .............................................................................................................. 86 9.2 VIEW TASKS ............................................................................................................................... 117 9.3 SYSTEM MESSAGES .................................................................................................................... 118


9.4 MANAGE CODE ........................................................................................................................... 120 9.5 EXTRACT PERIODS ...................................................................................................................... 140 9.6 QUALITY SERVICE (QA) ADMIN .................................................................................................... 143 9.7 TRIGGER CALCULATION ............................................................................................................... 144

10 CALCULATION METHODS .................................. ERROR! BOOKMARK NOT DEFINED.

11 SUPPORT .................................................................................................................... 145 11.1 HELP/CONTACT US .................................................................................................................... 145

LIST OF FIGURES FIGURE 1: CQRS WORKFLOW OVERVIEW .............................................................................................. 13 FIGURE 2: USER REGISTRATION ............................................................................................................. 15 FIGURE 3: REGISTRATION COMPLETE ..................................................................................................... 15 FIGURE 4: SIGN IN PAGE ........................................................................................................................ 16 FIGURE 5: FORGOT USER ID .................................................................................................................. 17 FIGURE 6: PASSWORD RESET REQUEST FORM (STEP 1) ......................................................................... 17 FIGURE 7: FORGOT PASSWORD (STEP 2) ............................................................................................... 18 FIGURE 8: FORGOT PASSWORD (STEP 3) ............................................................................................... 18 FIGURE 9: CONTACT US INFORMATION PAGE .......................................................................................... 19 FIGURE 10: CQRS LEARNING CENTRE HOME PAGE ............................................................................... 19 FIGURE 11: GP COLLECTIONS WEBSITE ................................................................................................. 20 FIGURE 12: CQRS MESSAGE CENTRE - HOME PAGE .............................................................................. 26 FIGURE 13: CQRS MESSAGE CENTRE ADVANCED SEARCH .................................................................... 28 FIGURE 14: OPEN MESSAGE DETAILS ..................................................................................................... 29 FIGURE 15: CQRS MESSAGE CENTRE – HIGHLIGHTED TASK TABS.......................................................... 29 FIGURE 16: CQRS MESSAGE CENTRE – CLOSED ITEMS ......................................................................... 30 FIGURE 17: CQRS MESSAGE CENTRE – UPDATE NOTIFICATIONS ........................................................... 31 FIGURE 18: MY ACCOUNT ...................................................................................................................... 32 FIGURE 19: CHANGE PASSWORD ........................................................................................................... 33 FIGURE 20: CHANGE SECURITY QUESTIONS AND ANSWERS .................................................................... 34 FIGURE 21: MANAGE SERVICES – AVAILABLE SERVICES .......................................................................... 36 FIGURE 22: VIEW AVAILABLE SERVICES .................................................................................................. 37 FIGURE 23: VIEW AVAILABLE SERVICE DETAILS ...................................................................................... 37 FIGURE 24: EXPANDED VIEW OF INDICATOR GROUPS .............................................................................. 38 FIGURE 25: SELECT SERVICE TO CUSTOMISE/EDIT ................................................................................. 39 FIGURE 26: EDIT SERVICE START AND END DATE ................................................................................... 40 FIGURE 27: CUSTOM SERVICE SUBSECTIONS ......................................................................................... 40 FIGURE 28: EXPAND DOMAIN TO CUSTOMISE/EDIT .................................................................................. 41 FIGURE 29: REMOVE INDICATOR GROUP(S) ............................................................................................ 41 FIGURE 30: EXPAND INDICATOR GROUP TO CUSTOMISE/EDIT .................................................................. 42 FIGURE 31: REMOVE INDICATOR(S) ........................................................................................................ 42 FIGURE 32: CUSTOMISE/EDIT INDICATOR DETAILS .................................................................................. 43 FIGURE 33: ENTER CUSTOMISED/EDITED SERVICE NAME ........................................................................ 43 FIGURE 34: NEW CUSTOMISED SERVICE SUCCESSFULLY SAVED AS WORK IN PROGRESS ......................... 44


FIGURE 35: NEW CUSTOMISED SERVICE SUCCESSFULLY SAVED ............................................................. 44 FIGURE 36: OFFERED SERVICES ............................................................................................................ 45 FIGURE 37: OFFERED SERVICES DETAILS ............................................................................................... 46 FIGURE 38: CHANGING SERVICE END DATE FOR SERVICE PROVIDER ....................................................... 47 FIGURE 39: CONFIRM CHANGE TO PROVIDER SERVICE END DATE ........................................................... 48 FIGURE 40: PROVIDER END DATE CHANGE SUCCESS MESSAGE .............................................................. 48 FIGURE 41: CANCEL AN APPROVED SERVICE OFFER FOR SERVICE PROVIDER(S) ..................................... 49 FIGURE 42: CANCEL A REJECTED SERVICE OFFER FOR SERVICE PROVIDER(S) ........................................ 49 FIGURE 43: WITHDRAW SERVICE OFFER FOR SERVICE PROVIDER(S) ....................................................... 50 FIGURE 44: SELECT SERVICE FOR SPECIFIC SERVICE PROVIDER ............................................................. 51 FIGURE 45: SELECTING SERVICE PROVIDER TO VIEW SERVICES FOR ...................................................... 51 FIGURE 46: SERVICE PROVIDER SERVICES SCREEN ................................................................................ 52 FIGURE 47: CHANGING SERVICE END DATE FOR QUALITY SERVICE ......................................................... 53 FIGURE 48: CANCEL SERVICE PROVIDER SERVICE .................................................................................. 54 FIGURE 49: CANCEL A REJECTED SERVICE ............................................................................................. 55 FIGURE 50: WITHDRAW SERVICE PROVIDER SERVICE ............................................................................. 56 FIGURE 51: SELECT A QUALITY SERVICE (STEP 1) .................................................................................. 57 FIGURE 52: DEFINE SERVICE DETAILS (STEP 2) ...................................................................................... 58 FIGURE 53: SELECT SERVICE PROVIDERS (STEP 3) ................................................................................ 59 FIGURE 54: ADVANCED SEARCH FOR SELECT SERVICE PROVIDER ........................................................... 59 FIGURE 55: REVIEW (STEP 4)................................................................................................................. 60 FIGURE 56: SUBMIT OFFER (STEP 5) ...................................................................................................... 61 FIGURE 57: SUBMIT OFFER SUCCESSFUL MESSAGE ............................................................................... 62 FIGURE 58: MY SERVICES ...................................................................................................................... 64 FIGURE 59: CONFIRMATION .................................................................................................................... 64 FIGURE 60: SUCCESSFUL MESSAGE ....................................................................................................... 64 FIGURE 61: RECORD ACHIEVEMENT – ADD NEW ACHIEVEMENT ............................................................... 66 FIGURE 62: RECORD ACHIEVEMENT – UPDATE PREVIOUSLY ENTERED ACHIEVEMENT .............................. 66 FIGURE 63: RECORDING A NEW ACHIEVEMENT ....................................................................................... 67 FIGURE 64: RECORD NEW INDICATOR DATA ........................................................................................... 68 FIGURE 65: UPDATING AN EXISTING ACHIEVEMENT ................................................................................. 68 FIGURE 66: UPDATING EXISTING INDICATOR DATA .................................................................................. 69 FIGURE 67: DATA ENTRY RESTRICTIONS ................................................................................................ 70 FIGURE 68: RECORD PROVIDER ACHIEVEMENT ....................................................................................... 71 FIGURE 69: RECORD ASPIRATION ........................................................................................................... 71 FIGURE 70: ASPIRATION DETAILS ........................................................................................................... 72 FIGURE 71: RECORD ASPIRATION VALUES .............................................................................................. 72 FIGURE 72: RECORD PROVIDER ASPIRATION .......................................................................................... 73 FIGURE 73: ACHIEVEMENT RESULTS ...................................................................................................... 74 FIGURE 74: DECLARE ACHIEVEMENT DATA ............................................................................................. 75 FIGURE 75: EXPANDED DECLARATION NOTES SECTION ........................................................................... 76 FIGURE 76: PAYMENT DECLARATION SUBMISSION MESSAGE & HISTORY TABLE INFO ............................... 76 FIGURE 77: DECLARATION MANAGEMENT ............................................................................................... 77 FIGURE 78: RECORD COUNT .................................................................................................................. 77


FIGURE 79: DECLARATION MANAGEMENT ............................................................................................... 78 FIGURE 80: EXPANDED DECLARATION MANAGEMENT NOTES SECTION ..................................................... 79 FIGURE 81: EXPANDED DECLARATION MANAGEMENT NOTES SECTION ..................................................... 80 FIGURE 82: POST ACHIEVEMENT MODELLING.......................................................................................... 81 FIGURE 83: POST ACHIEVEMENT MODELLING SELECTION ........................................................................ 81 FIGURE 84: EXPANDED DECLARATION MANAGEMENT NOTES SECTION ..................................................... 82 FIGURE 85: MODEL DATA ENTRY ........................................................................................................... 83 FIGURE 86: ACHIEVEMENT REPORT LINK ................................................................................................ 83 FIGURE 87: PROVIDER POST ACHIEVEMENT MODELLING ......................................................................... 84 FIGURE 88: MANAGE USERS – SEARCH FUNCTIONALITY .......................................................................... 87 FIGURE 89: ADD NEW USER .................................................................................................................. 87 FIGURE 90: ADD NEW USER – VERIFY EMAIL .......................................................................................... 88 FIGURE 91: ADD NEW USER – USER INFORMATION ................................................................................. 89 FIGURE 92: USER – ADD ORGANISATION SEARCH ................................................................................... 89 FIGURE 93: SELECT ORGANISATION TO VIEW .......................................................................................... 90 FIGURE 94: VERIFY ORGANISATION SELECTION ...................................................................................... 90 FIGURE 95: ADD ORGANISATION TO USER .............................................................................................. 91 FIGURE 96: UPDATE ORGANISATION ACCESS ......................................................................................... 92 FIGURE 97: USER DETAILS ..................................................................................................................... 93 FIGURE 98: EXPANDED DECLARATION MANAGEMENT NOTES SECTION ..................................................... 94 FIGURE 99: MANAGE ORGANISATIONS .................................................................................................... 94 FIGURE 100: MANAGE ORGANISATIONS .................................................................................................. 95 FIGURE 101: QUALITY SERVICE EXTRACT PERIOD SETTINGS ................................................................... 96 FIGURE 102: ADD NEW ORGANISATION .................................................................................................. 97 FIGURE 103: SELECT PARENT ORGANISATION ........................................................................................ 98 FIGURE 104: VERIFY PARENT ORGANISATION ......................................................................................... 98 FIGURE 105: EDIT ORGANISATION DETAILS .......................................................................................... 100 FIGURE 106: ADD A CONTRACT ............................................................................................................ 101 FIGURE 107: PARTICIPATION TRANSFER ............................................................................................... 101 FIGURE 108: PARTICIPATION TRANSFER – SELECT NEW COMMISSIONING ORG ...................................... 102 FIGURE 109: PARTICIPATION TRANSFER – SELECT QUALITY SERVICE .................................................... 102 FIGURE 110: ADD A CONTRACT ............................................................................................................ 103 FIGURE 111: PARTICIPATION TRANSFER – CONFIRMATION SCREEN ....................................................... 103 FIGURE 112: ALLOCATED REPORTS ..................................................................................................... 104 FIGURE 113: ALLOCATED REPORTS – SELECT DESCENDANT ORG ......................................................... 105 FIGURE 114: ALLOCATED REPORTS – PROGRESSION SUMMARY ............................................................ 105 FIGURE 115: ALLOCATED REPORTS – QUALITY SERVICE FILTERS .......................................................... 106 FIGURE 116: ALLOCATED REPORTS – QUALITY SERVICE SELECTION ..................................................... 106 FIGURE 117: ALLOCATED REPORTS – CONFIRMATION SCREEN .............................................................. 107 FIGURE 118: SERVICE PROVIDER CLUSTER .......................................................................................... 108 FIGURE 119: SERVICE PROVIDER CLUSTER – SEARCH BY OPTIONS ...................................................... 109 FIGURE 120: SERVICE PROVIDER CLUSTER – SEARCH FILTER APPLIED ................................................. 109 FIGURE 121: SERVICE PROVIDER CLUSTER – CONFIRMATION SCREEN .................................................. 110 FIGURE 122: SERVICE PROVIDER CLUSTER – CONFIRMATION MESSAGE ................................................ 111


FIGURE 123: SERVICE PROVIDER CLUSTER – UPDATED SERVICE PROVIDER CLUSTER LIST ................... 111 FIGURE 124: SERVICE PROVIDER CLUSTER – UPDATE EXISTING CLUSTER............................................. 112 FIGURE 125: SERVICE PROVIDER CLUSTER – ADD ORGANISATION ........................................................ 113 FIGURE 126: SERVICE PROVIDER CLUSTER – SELECT SERVICE PROVIDER ............................................ 114 FIGURE 127: SERVICE PROVIDER CLUSTER – UPDATED SERVICE PROVIDER LIST .................................. 114 FIGURE 128: SERVICE PROVIDER CLUSTER – REMOVE SERVICE PROVIDER ........................................... 115 FIGURE 129: SERVICE PROVIDER CLUSTER – ASSIGN USER TO CLUSTER .............................................. 116 FIGURE 130: VIEW TASKS .................................................................................................................... 117 FIGURE 131: ADVANCED SEARCH ......................................................................................................... 118 FIGURE 132: SYSTEM MESSAGES ........................................................................................................ 118 FIGURE 133: CREATE SYSTEM MESSAGE ............................................................................................. 119 FIGURE 134: EDIT SYSTEM MESSAGE................................................................................................... 120 FIGURE 135: MANAGE PICS – STEP 1: SELECT QUALITY SERVICE ........................................................ 121 FIGURE 136: MANAGE PICS – STEP 2: UPLOAD SERVICE DEFINITION .................................................... 121 FIGURE 137: MANAGE PICS – STEP 4: CONFIGURE QUALITY SERVICE .................................................. 122 FIGURE 138: MANAGE PICS – STEP 5: REVIEW QUALITY SERVICE ........................................................ 123 FIGURE 139: MANAGE CODE - GLOBAL PARAMETERS ........................................................................... 124 FIGURE 140: ADD GLOBAL PARAMETERS .............................................................................................. 124 FIGURE 141: ADD GLOBAL PARAMETER VALUE ..................................................................................... 125 FIGURE 142: MANAGE CODE – PATIENT SETS ...................................................................................... 126 FIGURE 143: CONFIGURE EXISTING PATIENT SET ................................................................................. 127 FIGURE 144: EDIT PAYMENT TYPE ....................................................................................................... 128 FIGURE 145: ADD A PAYMENT TYPE ..................................................................................................... 129 FIGURE 146: EDIT EXCLUSIONS ........................................................................................................... 129 FIGURE 147: ADD AN EXCLUSION ......................................................................................................... 130 FIGURE 148: DELETE EXCLUSION ......................................................................................................... 130 FIGURE 149: ADD NEW PATIENT SET ................................................................................................... 131 FIGURE 150: ADD NEW PATIENT SET DETAILS ...................................................................................... 131 FIGURE 151: MANAGE CODE - TARGET POPULATION ............................................................................. 132 FIGURE 152: CONFIGURE EXISTING TARGET POPULATION ..................................................................... 133 FIGURE 153: EDIT TARGET POPULATION DATA ..................................................................................... 134 FIGURE 155: ADD TARGET POPULATION DATA DETAILS......................................................................... 135 FIGURE 156: DELETE TARGET POPULATION DATA ................................................................................. 136 FIGURE 157: ADD NEW TARGET POPULATION ....................................................................................... 137 FIGURE 158: ADD NEW TARGET POPULATION DETAILS ......................................................................... 137 FIGURE 159: MANAGE CODE - ORG TYPES ........................................................................................... 138 FIGURE 160: ORGANISATION TYPE DETAILS.......................................................................................... 138 FIGURE 161: MANAGE PAYMENT TYPES ............................................................................................... 139 FIGURE 162: MANAGE PAYMENT TYPES – DRIVES QS DROPDOWNS...................................................... 139 FIGURE 163: MANUAL DATA ENTRY CONTROLLED BY ORG SETTINGS ................................................... 142 FIGURE 164: EXTRACT TIME TABLE ...................................................................................................... 142 FIGURE 165: QS ADMIN ....................................................................................................................... 143 FIGURE 166: QS ADMIN – SERVICE CONFIGURATION ............................................................................ 144 FIGURE 167: TRIGGER CALCULATION ................................................................................................... 144


FIGURE 168: CALCULATION METHODS .................................................... ERROR! BOOKMARK NOT DEFINED. FIGURE 169: CQRS HELP ACCESS THROUGH LOGIN PAGE................................................................... 146 FIGURE 170: CONTACT US DETAILS ..................................................................................................... 146

LIST OF TABLES TABLE 1: MESSAGE CENTRE DATA ELEMENTS ........................................................................................ 27 TABLE 2: TASKS AND CORRESPONDING LINKS ......................................................................................... 28 TABLE 3: DEFINE SERVICE DETAILS ........................................................................................................ 57 TABLE 4: MY SERVICE FIELDS ................................................................................................................ 62


1 Introduction to CQRS Overview The Calculating Quality Reporting Service (CQRS) is a payment calculation and reporting system used by healthcare commissioning organisations and service providers. Commissioning organisations contract with service providers to deliver services and thus achieve points, based on the quality of the delivered services. CQRS gathers clinical data used to calculate achievement points earned by service providers, adjusts the points as necessary, and then calculates payment amounts.

1.1 Benefits CQRS provides several benefits to stakeholders who deliver or consume healthcare services by:

• Supplying visibility to locally-developed services that improve the delivery of healthcare so that geographically dispersed service providers can adopt “best practice” services

• Minimizing the time required of national and local organisations to record, verify, submit, and approve performance-related information and payments

• Delivering more consistent calculation and reporting services throughout the financial year, particularly at the beginning of the financial year

• Offering usability features designed in response to end-users’ recommendations CQRS differs from the previous systems in three ways:

1. CQRS supports the organisation structure and commissioning arrangements described in the Health and Social Care Act 2012.

2. CQRS can gather and adjust achievement points and calculate payments for any service that follows the same data collection and calculation logic as the main Quality and Outcomes Framework (QOF) service. Therefore, CQRS can support locally commissioned enhanced services (LES).

3. CQRS includes the capabilities to make low-cost modifications to the methods used to: Commission services Gather achievement data Adjust achievement data Develop reports Calculate payments.

CQRS does not:


• replace the NHAIS Exeter payment system or the QOF Assessor Toolkit • provide functionality to calculate all Enhanced Services • handle or store individual patient data

1.2 Major Features CQRS includes several features that deliver the benefits that users expect: Organisations

• Hierarchical structure administration at national, regional, and local levels; • Automated and manual interfaces to define and maintain organisations and their

relationships; • Organisation roles that support commissioning and service provider organisations

Users

• Relationship to one or more organisations; • Interface to create, update, or retire users; • User roles that enable users to perform restricted tasks within an organisation.

Service Definition

• Method to create logical, hierarchical definition of a Quality Service; • Capability to group services; • Process for calculating and structuring payments.

Participation Agreement

• Structured agreements between Commissioning Organisations and Service Providers;

• Defined set of services for each Service Provider for each financial year and other periods;

• Capability for Commissioning Organisation to design national or local services.

Record Achievement • Stores achievement data for each indicator, element, or group within a Quality

Service; • Data dependent on calculation methods; • Variety of data forms: Yes/No flags, numerator, denominator, number, percentage,

and patient count.


Calculation

• Adjust raw achievement data based on the health characteristics of the local population;

• Calculate patient set and target population; • Calculate achievement for indicators, groups, aspirations, payment configurations,

payment types, and the overall Service Definition.

Declare & Approve • Display calculated points and proposed payments to a Service Provider; • Method for Service Provider to “declare”, or accept, the calculated points and

payment; • Method for Commissioning Organisation to approve payment declared by the

Service Provider. Reporting

• Pre-defined reports related to: Service Participation Achievement Data Submission Declaration Users and organisations;

• Drill-down capability;

Tasks and Messages • Alerts and messages displayed on a user’s dashboard related to tasks awaiting

action; • Optional email notifications for new tasks and messages; • System messages created by a system administrator for wide distribution.


1.3 Workflow Overview This diagram provides an overview of the CQRS system described in this User Guide.

Figure 1: CQRS Workflow Overview


2 Sign In Overview The “Sign In” chapter will provide you with instructions on how to complete user registration, obtain CQRS roles applicable to your functions, and obtain a CQRS User ID and password. This chapter will also instruct you on how to obtain a forgotten User ID and/or Password, change your password, and how to unlock a locked account.

2.1 Obtain Your User ID & Password

For security reasons only CQRS User Administrators are allowed to register you to use CQRS. To register, you must supply them with your first name, last name, email address, telephone number, and the organisation you are affiliated with. The organisation affilitation will determine the types of roles you may be assigned through CQRS (i.e., as a Service Provider or as a Commissioning Organisation). CQRS allows you to be assigned to more than one organisation where applicable. For each organisation, a user must be setup with at least one role, but can have multiple roles within each organisation. A user role may also be designated by payment type (i.e., QOF, DES, etc). Each organisation that will use CQRS is required to have a CQRS User Administrator. The User Administrator will work with you to determine the role(s) you should be granted to perform CQRS functions. (See Section 9 – Administrative Tasks - for details on how a User Administrator registers users within CQRS).

Once your CQRS User Administrator has added your details to CQRS, you will receive an email message containing a link to sign into CQRS. After signing into CQRS, you will be prompted to create your password.

2.2 Complete User Registration You will receive an email from CQRS that will include a link that will allow you to access the CQRS Registration screen. You will only have seven days to access the link before it expires.

1. Select the link in the email to access the CQRS Registration screen. 2. Create a password and answer three security questions.

• When choosing a new password you will need to ensure that it contains at least eight characters. A combination of letters and numbers should be used. Future passwords cannot be the same as any of your previous eight passwords. For security reasons always ensure you keep your password safe. Do not give your password to anyone else.

• All passwords must meet these minimum standards: o Password can not contain all or part of the user’s account name (User

ID). o Password must be 8 - 32 characters long.


o Passwords must address three of the following four categories: Uppercase characters (A…Z) Lowercase characters (a…z) Base 10 digits (0…9) Non alphanumeric (such as!,?, £ etc.)

3. Select the Submit button.

Figure 2: User Registration

A Registration Complete message will inform you that you will receive an email with your Sign In information.

Figure 3: Registration Complete

Upon receiving the email, you will be able to sign in to CQRS.


2.3 Sign In To sign into CQRS, enter your unique CQRS User Id and Password in the boxes provided on the CQRS Home page. Select the Sign In button to access CQRS.

1. Enter your User ID 2. Enter your password. 3. Select the Sign In button.

Figure 4: Sign In Page

NOTE: If you enter your Password incorrectly on three consecutive occasions you will be LOCKED OUT of CQRS. If this occurs you will need to contact the CQRS Service Desk to unlock your account.

2.4 Forgot User ID and/or Password If you have forgotton your User ID, you can request it by following these steps:

1. From the CQRS Sign In page, select the User ID link that is located under “Help”. 2. Enter your registered email address. 3. Select the Submit button. 4. An email with your User ID is sent to the address you entered. 5. Select the link in the email to return to the Sign In page.


Figure 5: Forgot User ID

If you have forgotten your password, you can request it by following these steps: 1. From the CQRS Sign In page, select the Forgot Password link that is located under

“Help”. 2. Enter your email address. 3. Select the Submit button.

Figure 6: Password Reset Request Form (Step 1)

4. Enter the answer to the security question. 5. Select the Submit button.

Note: You will be provided three attempts to answer the security question correctly. If you do not answer the security question correctly during those three attempts, you will be locked out of your CQRS account.


Figure 7: Forgot Password (Step 2)

6. Enter new password using the same guidelines as in Section 2.4 above 7. Select the Submit button.

Figure 8: Forgot Password (Step 3)

2.5 Locked Account If you enter your Password incorrectly on three consecutive occasions you will be locked out of CQRS. If this occurs you will need to contact the CQRS Helpdesk to have your account reset. Refer to Section 11.2 on how to contact the Helpdesk.


2.6 Contact Us If you click on the Contact Us link, you will be transferred to the Contact Us information screen.

Figure 9: Contact Us Information Page

2.7 CQRS Online Training The CQRS Online Learning Centre can be accessed through the CQRS Online Training link located on the login page. Once clicked, you will be directed to the CQRS Learning Centre Home page.

Figure 10: CQRS Learning Centre Home Page


2.8 GP Collections Website This link open a separate tab to takes you to the GP Collections website maintained by NHS Digital. This resource library contains details on the data and information collected by NHS Ditigal for a wide range of General Practice (GP) services for various organisations and purposes.

Figure 11: GP Collections Website


3 Understanding User Roles Overview A role allows a user to perform a specific set of activities in CQRS. The CQRS user roles will be configurable to allow for the creation, modification, and cancellation of roles by organisation and payment type. Administrators will be allowed to set up descendant users within their organisation or descendant organisations based on their role (User Administrator or Advanced User Administrator). As roles are assigned, updated, or cancelled, the Workflow Overview will be updated to ensure that the appropriate tasks and messages are also updated as a reflection of the user role(s).

CQRS allows for the assignment of specific roles based on the organisation type. The following organisation types are available within CQRS:

3.1 Organisation Roles CQRS allows for the assignment of specific user roles based on the organisation role. The following organisation roles are available within CQRS: NHS – The National Health Service.

Commissioning (CO) – An organisation that commissions services for service providers. Service Provider (SP) – An organisation that provides health services. Managing (MO) - An organisation that has been delegated the ability to manage services on behalf of a Commissioning Organisation, such as a Clinical Commissioning Group (CCG) or Regional Local Office (RLO). Other (OT) - An organisation that has been granted limited access within CQRS to view aggregated information that is not serving as a Commissiong or Managing Organisation.

3.2 User Roles A user must be set up with at least one role. A user can be set up with multiple roles in the same organisation. The combination of organisation and role describes the privileges the user has in the system. A user’s privileges in the system are the combination of all the active organisations/roles set for their user id. The following provides the roles that are available within CQRS and any limitations based on organisation type: View


• Run pre-defined reports • View national averages and summarisation of achievement data • View commissioning organisation averages and summarisation of achievement data

for: o Descendant commissioning organisations o Quality Service the organisation has commissioned (CO only) o Quality Service the organisation provides (SP only) o Quality Service the organisation manages (MO only)

• View all declared and approved achievement data (excluding pounds) for: o Descendant organisations o The organisation (SP only)

• View system data (NHS only) • View all achievement data (excluding pounds) for:

o Quality Service the organisation has commissioned (CO only) o Quality Service the organisation provides (SP only) o Quality Service the organisation manages (MO only)

NOTE: If the role is restricted to a payment type the data is restricted to the Quality Service with that payment type. Finance View

• Run pre-defined reports • View national averages and summaries of achievement data • View commissioning organisation averages and summaries of achievement data

for: o Descendant commissioning oganisations o Quality Service the organisation has commissioned (CO only) o Quality Service the organisation provides (SP only) o Quality Service the organisation manages (MO only)

• View all declared and approved achievement data for: o Descendant organisations o The organisation (SP only)

• View system data (NHS only) • View all achievement data for:

o Quality Service the organisation has commissioned (CO only) o Quality Service the organisation provides (SP only) o Quality Service the organisation manages (MO only)

NOTE: If the role is restricted to a payment type the data is restricted to the Quality Service with that payment type.


User Administrator

• Create and updates users • Assign user roles for the organisation (except for the Advanced User Administrator

role) • Cancel user roles for the organisation

Advanced User Administrator

• Create and update users • Assign user roles for the organisation • Cancel user roles for the organisation • Assign user roles for descendant organisations of the organisation • Cancel user roles for descendant organisations of the organisation

Organisation Administrator

• Create and update organisations for o Descendant organisations

• Create and update orgainsation types (NHS only) Achievement Entry

• Enter achievement data for any Quality Service their organisation has commissioned (CO only)

• Enter achievement data for any Quality Service their organisation is providing (SP only)

• Enter achievement data for any Quality Service their organisation is managing (MO only)

NOTE: If the role is restricted to a payment type this is restricted to the Quality Service with that payment type. Commissioning Management

• View, create and update Participation Agreements (NHS only) • View all services in the Participation Agreements of the descendant organisations

(NHS only) • View, create and update any services in Participation Agreements the organisation

commissions (CO only) • Offer and approve any service in Participation Agreements that are commissioned

(CO only)


• View all services in the Participation Agreements of descendant organisations (CO & MO only)

• View and update any services in Participation Agreements the organisation manages (MO only)

• Offer and approve any services in Participation Agreements the organisation manages (MO only)

NOTE: If the role is restricted to a payment type this is restricted to services in Participation Agreements for Quality Service with that payment type. Service Management

• Accept any services in Participation Agreements the organisation provides (SP only) NOTE: If the role is restricted to a payment type this is restricted to services in Participation Agreements for Quality Service with that payment type. Declaration Management

• Declare any payment declaration for Quality Service the organisation provides (SP only)

NOTE: If the role is restricted to a payment type this is restricted to payment declarations for Quality Service with that payment type. Approval Management

• Approve payment declarations for a Quality Service the organisation commissions (CO only)

• Approve any payment declarations for Quality Service the organisation manages (MO only)

NOTE: If the role is restricted to a payment type this is restricted to payment declarations for Quality Service with that payment type. Finance Management

• Financially approve any payment declarations for Quality Service the organisation commissions (CO only)

NOTE: If the role is restricted to a payment type this is restricted to payment declarations for Quality Service with that payment type. Supervisor

• See all tasks assigned to user roles in the organisation


Configuration Administrator • Update the service definition (NHS only) • Create and update pre-defined reports (NHS only) • View system data (NHS only)

Systems Administrator

• Send system messages (NHS only) • Trigger average patient set calculations (NHS only) • View system data (NHS only)


4 Home Page Upon logging into CQRS the home page opens, displaying at the top of the screen the date you last accessed CQRS, your full name, and the organisation you are logged in under. Throughout your session, you may click on the My Tasks and Messages link at the top of any page within the CQRS system to return to the home page. You may also click the Home tab directly to return to the home page.

Figure 12: CQRS Message Centre - Home Page

4.1 Select Role If you are registered as having more than one organisation role in CQRS (i.e., GP Practice and Commissioning Organisation) you can select which organisational role you wish to use during a particular session. After you are signed into CQRS, you can modify your organisation role by selecting a new role from the drop-down menu in the header and then selecting the Update button. CQRS will return you to the Home page to view any messages and task information that relate to the organisation you are now signed in as.


4.2 Published Information

Above the list of tasks and messages is a yellow information box entitled “Published Information”. This box may contain up to three (3) hyperlinks specified by NHS Digital which will direct you to important information located outside of the CQRS system. NOTE: If at least one hyperlink is not designated by the NHS system administrator under the Global Parameters, this box will not display.

4.3 My Tasks & Messages This table is a summary of the tasks and messages which CQRS delivers to you daily, based on your organisation and user roles.

• Task: Work that is assigned to you. • Message: A system generated notification.

4.3.1 Open Items

On the Open Items tab, the Message Centre will display whether the item is a task or message, the subject of the task or message, details if available, the item’s Achievement Date if applicable, the date the notification was created and a count of how many items exist with these specific criteria. All fields may be sorted in assending or descending order using the arrows beside each field label. By clicking on the Advanced Search link, a list of available filter fields will display. Using the filter fields you can narrow down the open tasks and messages listed on the screen. Users may filter open tasks and message to only view message, only view tasks, or to view all.

Tasks or Messages Filter Items Description

All Selecting this item displays all the Open messages and tasks

Tasks Selecting this item only displays the Open tasks assigned to users with the same user role as the signed-in user.

Messages Selecting this item only displays the Open system-generated notifications

Table 1: Message Centre Data Elements

You may also filter on specific periods of time using the two (2) date range fields. Additionally, you may filter on Subject and Details using the corresponding text filter fields. A complete subject or detail is not required – you may only enter key words. These search fields are not case sensitive and will return partial word matches.


For example, filtering on the word “new” may return the following if they are in the user’s list of tasks and messages:

• A new contract has been created on the system for GP Practice X. • A Payment Declaration for Hepatitis B (newborn) babies vaccination programme

2015/16 • New Quality Service is available for agreement.

Once selection data is entered in the Advanced Search fields, click the yellow Search button above the Advanced Search box to execute the search. To clear all filters and return all available values, click the Clear Search Criteria button followed by the Search button. This will return all open tasks and messages.

Figure 13: CQRS Message Centre Advanced Search

4.3.1.1 Open Tasks

When you click on an open task, the system transports you to the appropriate screen to complete the required actions. Tasks and their corresponding screen links are as follows:

Task Received By Link when clicked

Participation Agreement has been offered Service Provider My Service screen

Manual Submission Due Service Provider Record Achievement Overview screen

Payment Declaration Available to Declare Service Provider Declaration Screen

Payment Declaration Available to Approve Commissioning Org Declaration Management screen

Payment Declaration Available for Finance Approval Commissioning Org Declaration Management screen

Declaration On Hold Commissioning Org Declaration Management screen

Table 2: Tasks and Corresponding Links


4.3.1.2 Open Messages When you click on an open message, the details of the message will display as seen in the example below. You may return to the CQRS Home page by clicking either the Back to Tasks & Messages button or the Close Message button at the bottom of the screen or the Back to My Tasks & Messages link at the top of the page. If you click either the Back to Tasks and Message button or link, the message will continue to appear in your list of Open Items. If you click on the Close Message button, the message will be moved to the Closed Items tab and will no longer be listed with your open items.

Figure 14: Open Message Details

4.3.2 Highlighting Tabs for Outstanding Tasks Service Providers perform three (3) main tasks in the system:

• Agree to a service participation offer • Enter manual data for a service • Declare achievements

To assist in identifying when these tasks need to be completed, along with receiving task notifications on the CQRS Message Centre page, the corresponding tab where the task can be completed is highlighted in yellow.

Figure 15: CQRS Message Centre – Highlighted Task Tabs


The tabs will highlight under the following conditions: • The Participation Management tab will be highlighted if the service provider has

one or more open “Participation Agreement has been offered” tasks. • The Data Submission tab will be highlighted if the service provider has one or more

open “Manual Submission Due” tasks. • The Achievement tab will be highlighted if the service provider has one or more

“Payment Declaration available to declare” tasks. NOTE: This functionality is specific to Service Providers. Other organsation types will not have highlighted tabs for outstanding tasks.

4.3.3 Closed Tasks and Messages CQRS allows the user to view all closed tasks and/or messages within the last 6 months. CQRS will archive closed tasks and messages after 6 months.

Figure 16: CQRS Message Centre – Closed Items

The items listed on this screen are for review only. You cannot click on the message to access the message details or on the task to access the corresponding screens since the items are no longer relavent.


4.3.4 Update Notifications By default, users will receive task and message notifications on the CQRS Home Page based on the organisation they are logged in under and their corresponding roles. Users may also set notifications to be received through email. From the CQRS Message Centre, users may access the CQRS Message Centre Update Notifications module to set email notification for tasks and messages. As with the tasks and messages displayed on the CQRS Home page, email notifications are based on the user’s organisation and role. Email notification will be sent at the start of the day. The single email will include all new tasks and messages of the selected types since the last email notification. To set notifications for tasks and messages, select the Update Notifications button from the CQRS Message Centre. The Update Notification screen will display the tasks and messages that you are authorized to receive, the type (task or message), and checkboxes to set notification via email. To update email notifications, follow these steps:

1. Select the check box for email notification you wish to receive. 2. Select Submit to save your changes or Cancel to exit without saving and return to

the Message Centre home page.

Figure 17: CQRS Message Centre – Update Notifications


4.4 My Account Once you have signed into CQRS, you can select the “My Account” link from the top of any page to manage your account. This allows you to manage your user account details and view your organisation access and user roles. The My Account page will display your personal demographic information. You may update the following fields:

• Title • First Name (required) • Last Name (required) • Work Phone (required) • Mobile Phone • Fax Number

You may not update your user ID or email address. Contact your organisation’s User Administrator if you need to update this information.

Figure 18: My Account


4.4.1 Change Your Password You will be asked to change your password every 180 days. CQRS will display on the My Account page the status of your password, including how many days until your password will expire. To change your password, follow these steps:

1. Select the Change Password link 2. Enter information in these required fields:

• Current Password • New Password • Confirm New Password NOTE: Follow the Password Policy when selecting a new password

3. Select: • Save to save the new password. You will receive a “Password Change

Successful” message. After creating a new password you will need to sign in again. You are automatically directed to the Sign In page.

• Cancel to clear the fields and return to the My Account page.

Figure 19: Change Password

4.4.2 Change Security Questions and Answers To change your security questions, follow these steps:

1. Select the Change Security Questions & Answers link.


2. For each Security Question you want to change, select a different question and enter the answer in the following text field.

3. Select: • Save to save the new questions and answers • Cancel to clear the fields and return to the My Account page.

Figure 20: Change Security Questions and Answers


5 Participation Management Overview The Participation Management tab allows users to create, offer, and accept quality services based on user roles.

5.1 Create and Manage Services – Commissioning/Managing Organisations For Commissioning and Managing Organisations, two subtabs display beneth the Partipation Management tab:

• Manage Services: To view services to be offered, create customised services and monitor services already offered.

• Create Offers: To create and offer service participation agreements to Service Providers.

The Manage Services subtab consists of two sections: • Available Services: Maintains a listing of all services the user may commission and

manage through the Commissioning Organisation or Managing Organisation, including customised services.

• Offered Services: Provides detailed information on the services the Commissioning organisation has offered to Service Providers.

5.1.1 Available Services

CQRS defaults to the Available Services subtab when the Manage Services tab is selected. Available services are services available to offer and may be customised. Quality Service Types may include:

• Quality Outcomes Framework (QOF) • General Practice Extraction Service (GPES) • Direct Enhanced Services (DES) • Core Contract (CC) • Vaccination and Immunisations (VAC) • Local Enhanced Services (LES)

The user may filter by Quality Service Type and/or perform a search to locate specific available service(s). The user may also sort by the Quality Services column in ascending or descending alphabetical order. Additionally the user may select the number of rows to display per page by selecting the View drop-down list box. CQRS will display how many pages are available to view at the bottom of the screen.


The Available Services will display the Quality Service, Description of the Quality Service, Service Type (Original or Customised) and the Date the Service was created.

Figure 21: Manage Services – Available Services

5.1.1.1 View Service

To view the available services, follow these steps: 1. Select the Quality Service Type from the drop down menu. The list of Quality

Services displays. • To search for a specific Quality Service Indicator, enter the name in the

Search box and select Search. 2. Select the link for the Quality Service to view.


Figure 22: View Available Services

The service details are broken out into Aspiration details and Achievement details. NOTE: If the service has been modified, text indicating this will display next to the modified item(s).

Figure 23: View Available Service Details


3. To view lower level details regarding each domain grouping, select the arrow next to the domain name to expand the selection.

• CQRS will display the next hierarchical grouping contained within the service. In this example, CQRS displays the indicator groups within the Organisational Domain.

Figure 24: Expanded View of Indicator Groups

4. To view indicator details regarding each domain grouping, select the arrow next to

the group name to expand the selection. • CQRS will display the next hierarchical level of the service. In this example,

CQRS displays the indicators for the indicator set. • The user may drill down to view details of the indicator by selecting the

arrow next to the item. CQRS will display the calculation information for the indicator, to include the aspiration and achievement data where applicable.

5. Select one of the following: • Back to Manage Services to return to the Manage Services tab. • Customise Selected Service to edit service.


5.1.1.2 Customise/Edit Selected Service To customise/edit an existing service, do the following:

1. Select the radio button in front of the Quality Service to be edited/customised NOTE: When the Quality Service Type is “Work in Progress”, the radio button will not appear. To continue with the customising/editing of a “Work in Progress” select the service link.

2. Select the Customise Selected Service button.

Figure 25: Select Service to Customise/Edit


3. The Create New Service – Edit Service page opens. Enter the Start Date and End Date for the service you are customising/editing NOTE: The system defaults to the Start and End Date of the existing Service you are customising/editing.

Figure 26: Edit Service Start and End Date

4. Select the orange arrow next to the Service Aspiration or Achievement to view the

section’s subsections.

Figure 27: Custom Service Subsections


5. Select the orange arrow next to the Domain to view its specific indicators.

Figure 28: Expand Domain to Customise/Edit

6. To remove indicator group(s) from the domain, select the checkbox(es) next to the

group(s) to remove the checkmark.

Figure 29: Remove Indicator Group(s)


7. To customise/edit the details of a specific indicator group, select the orange arrow next to the indicator group to drill down into the indicator.

Figure 30: Expand Indicator Group to Customise/Edit

8. To remove indicator(s) from a group, select the checkbox next to the indicator(s) to remove the checkmark.

Figure 31: Remove Indicator(s)

9. To customise/edit the details of specific indicator, select the orange arrow next to the indicator to drill down into the indicator. Note: You will only be able to customise specific indicator details as defined per indicator.


Figure 32: Customise/Edit Indicator Details

10. Once all modifications are completed, enter a unique name in the Service Name

field which indicates to the user the changes that were made. Note: The system defaults to the name of the existing Service you are customising/editing so you will need to append that name with descriptive text.

Figure 33: Enter Customised/Edited Service Name


11. Select one of the following: • Save Work in Progress button: Saves your work as “In Progress”. The work in

progress displays on the Available Services page with a Service Type of “Work in Progress”.

Figure 34: New Customised Service Successfully Saved as Work in Progress

• Submit New Service button: Saves and submits the new service. The service

displays on the Available Services page with a Service Type of “Customised”.

Figure 35: New Customised Service Successfully Saved


• Cancel link to exit the Edit Services page. All updates will be lost.

5.1.2 Offered Services The Offered Services tab displays all services which the user has offered for a designated financial year. The table displays the name of the service and the date offered. On the primary page for Offered Services, if a service was offered on more than one date, the first (earliest) occurrence is listed on the screen. Once the service is selected, all entries will display on the secondary View Offers screen.

5.1.2.1 View Offered Services

To view offered services, follow these steps: 1. Select the financial year from the drop down menu. The menu will default to the

current financial year. The list of services displays. 2. Select the Service Name link to view the offered service details for the financial year.

Figure 36: Offered Services

The Offered Services Detail page lists information about the Service you selected, including the Service Providers the service has been offered to. You can:

• View Service details by selecting the arrows to expand the selection(s) • View the status of the Associated Service Providers by selecting the status from the

drop down menu: o Offered (default) o Approved o Rejected o Cancelled


NOTE: When a Service Provider accepts a service agreement offer, the offer is automatically placed in Approved status.

Based on the status selected, one or more of the following action buttons display:

• Cancel Service • Review • Withdraw Service • Change Service End Date

Figure 37: Offered Services Details


5.1.2.2 Changing the Service End Date for Service Provider(s) Only offers in an Approved status can have the Service End Date changed. To change the Service End Date for an approved service from the Offered Services Detail page, follow these steps:

1. Select Approved from the Status drop down menu on the Offered Services Detail page

2. Check the box next to the Service Providers name(s) that you want to change the End Date for

3. Enter the new End Date 4. Select the Save New End Date button 5. The Confirmation page displays. Select:

• Yes to confirm/submit change(s) and return to the Offered Services Detail screen. The success confirmation message displays.

• No to cancel change(s) and return to the Offered Services Detail screen.

Figure 38: Changing Service End Date for Service Provider


Figure 39: Confirm Change to Provider Service End Date

Figure 40: Provider End Date Change Success Message

5.1.2.3 Cancel Service for Service Provider(s)

To cancel services from the Offered Services Detail page, follow these steps: 1. Select a service from the Offered Services page. 2. Select Approved or Rejected from the Status drop down menu to display the

Service Providers who have Accepted or Rejected the offered service. • Only services in these two statuses may be canceled. • Services which have been Offered cannot be cancelled but may be

Withdrawn. NOTE: If an approved services with calculated payments is cancelled, it will not show under the Cancelled status. It will continue to appear under the Approved status but will be updated so that the end-date reflects the date of the last achievement calculated. This will prevent any further achievements from being declared for the service.

3. Check the box for the Service Provider(s) you want to cancel. 4. Select the Cancel Service button.


5. The confirmation page displays. Select: • Yes to confirm/submit change(s) and return to the Offered Services Detail

screen. The success confirmation message displays. • No to cancel change(s) and return to the Offered Services Detail screen.

Figure 41: Cancel an Approved Service Offer for Service Provider(s)

Figure 42: Cancel a Rejected Service Offer for Service Provider(s)


5.1.2.4 Withdraw Service for Service Provider(s) To withdraw services from the Offered Services Detail page, follow these steps:

1. Select a service from the Offered Services page. 2. Select Offered from the Status drop down menu to display the Service Providers

who have the offered service. 3. Check the box for the Service Provider(s) you want to withdraw. 4. Select the Withdraw Service button. 5. The confirmation page displays. Select:



Figure 43: Withdraw Service Offer for Service Provider(s)


5.1.2.5 Service Provider Services Alternatively you can view all services offered to a single Service Provider. To access this page, from the primary Offered Services tab, select a service the Service Provider is participating in.

Figure 44: Select Service for Specific Service Provider

From the Associated Service Providers screen for the selected service, click on the Service Provider Name for whom you want to review all services. This will open the Service Provider Services screen:

Figure 45: Selecting Service Provider to View Services For


Figure 46: Service Provider Services Screen

From here you can do the following: • View the status of Quality Service(s) for the Provider by selecting the status from

the drop down menu: o Offered (default) o Approved o Cancelled

Based on the status selected, one or more of the following action buttons display:

• Withdraw Service • Cancel Service • Change Service End Date

5.1.2.6 Changing the Service End Date for a Quality Service Only offers in an Approved status can have the Service End Date changed. To change the Service End Date for an approved service from the Offered Services Detail page, follow these steps:

1. Select Approved from the Status drop down in the Quality Services section 2. Check the box next to the Service name that you want to change the End Date for 3. Enter the new End Date for the Service 4. Select the Save button for that Service


5. The confirmation page displays. Select: • Yes to confirm/submit change(s) and return to the Offered Services Detail

screen. The success confirmation message displays. • No to cancel change(s) and return to the Offered Services Detail screen.

Figure 47: Changing Service End Date for Quality Service

5.1.2.7 Cancel Service Provider Service

To cancel services from the Service Provider Services page, follow these steps: 1. Select Approved or Rejected from the Status drop down menu to display the

Accepted or Rejected Quality Service(s). • Only approved or rejected services can be cancelled.


• Services which have been approved cannot be cancelled but may be Withdrawn.

NOTE: If an approved services with calculated payments is cancelled, it will not show under the Cancelled status. It will continue to appear under the Approved status but will be updated so that the end-date reflects the date of the last achievement.

2. Check the box for the Service(s) you want to cancel. 3. Select the Cancel Service button. 4. The confirmation page displays. Select:



Figure 48: Cancel Service Provider Service


Figure 49: Cancel a Rejected Service

5.1.2.8 Withdraw Service Provider Service

To withdraw services from the Service Provider Services page, follow these steps: 1. Select Offered from the Status drop down menu to display the Offered Quality

Service(s). 2. Check the box for the Service(s) you want to withdraw. 3. Select the Withdraw Service button. 4. The confirmation page displays. Select:




Figure 50: Withdraw Service Provider Service

5.2 Create Offers – Commissioning/Managing Organisations

There are five steps you will complete to offer a Quality Service. The first step is to select the Quality Service. Quality Services available available for you to offer will be based on the Quality Services commissioning grid, services your organisation has customised and restrictions due to a Service Provider Cluster.

5.2.1 Select a Quality Service (Step 1) To select a quality service for the new service offer, follow these steps:

1. Select the Payment Type from the drop down menu. You can choose: • Quality Outcome Framework • General Practice Extraction Service • Directed Enhanced Services • Core Contract • Vaccination and Immunisations

Corresponding Quality Services will be listed based on the payment type selected. The list of Quality Services displays. You may drill down to view details of the service by selecting the service name link.


NOTE: The list of Quality Services that display is dynamic. As new Quality Services are added to CQRS, they will display.

2. Select the radio button for the service where you want to create a new service. 3. Select the Continue button to advance to Step 2 - Define Service Details or the

Cancel link to clear all selections.

Figure 51: Select a Quality Service (Step 1)

5.2.2 Define Service Details (Step 2)

To define service details for the new service offer, follow these steps: 1. Manually enter or use the calendar icon to select: Field Required

Field? Description

Service Start Date Yes Date the service begins. This will default to the Original Service Start

Date. Service End Date Yes Date the service ends. This will default to the Original Service End

Date. Service Response Date Yes Date when a response is needed.

Service Target Date No

Date when the Commissioning Organisation requires that the service offer process be completed.

Table 3: Define Service Details


2. The Generate Payment box indicates if the service is to generate a payment based

on achievement. Uncheck the box if a payment is not to be made. NOTE: When this box is unchecked, payments are still calculated, declared, and approved but the payment system does not receive the data file.

3. Check the Automate Offer box when you want to bypass Service Provider acceptance of the offer. Once offered, the offer will automatically move to an Approved status.

a. Depending on the organisation type, the Automate Offer checkbox may not be available.

b. When this box is unchecked, the offer is delivered to the Service Provider for review and acceptance. It will not move to an Approved status until the Service Provider has accepted the offer.

4. Select the Continue button to move to Step 3 – Select Service Providers or the Cancel link to clear all entries and return to Step 1 – Select a Quality Service.

Figure 52: Define Service Details (Step 2)

5.2.3 Select Service Providers (Step 3)

To select Service Providers for the new service offer follow these steps: 1. To search for a Service Provicer, enter the Organisation ID of a Service Provider in

the Org ID text box and select the Search button. NOTE: Search is not case sensitive.


2. Select the Advanced Search link to expand the search criteria by adding options to select the Contract Type and/or enter the Service Provider Name. Select the Search button to show the list of Service providers that meet the search criteria.

3. Check the box next to the Service Provider(s) you wish to offer the service agreement. You may select all service providers in the listing by checking the Select All box in the header of the table.

4. Select the Save & Continue button to move to Step 4 – Review or the Cancel link to clear all entries and return to Step 1 – Select a Quality Service.

Figure 53: Select Service Providers (Step 3)

Figure 54: Advanced Search for Select Service Provider


5.2.4 Review (Step 4) You can review your selections from previous steps in this screen.

Note: This information is only for review and is not saved. If you exit the system at this step, your offer details will be lost. To save the offer, you must continue through Step 5 – Submit Offer.

From here, you may do one of the following: • Select the Back to Select Service Providers breadcrumb link to add or remove Service

Providers. • Select the Cancel link to clear all entries and return to Step 1 – Select a Quality Service. • Select the Submit button to finalize the offer to the Service Provider(s).

Figure 55: Review (Step 4)

5.2.5 Submit Offer (Step 5) To submit an offer, follow these steps:

1. Select one of the following: • Yes button in the confirmation box to offer the service. The confirmation

message displays. • No link in the confirmation box to return to Step 4 – Review . • Back to Review breadcrumb link to return to Step 4 – Review.


Figure 56: Submit Offer (Step 5)

5.2.1 Confirmation Screen

To navigate away from the confirmation screen, you may do one of the following: 1. Select the View all offered services link in the success message to return to the

Available Services page. 2. Select the create a new offer link in the success message to return to Step 1 –

Select a Quality Service.


Figure 57: Submit Offer Successful Message

5.3 My Services – Service Provider

The My Services section lists the services that you are participating in as a Service Provider. NOTE: This tab may display for Commissioning Organisations if they are also a Service Provier. Each service offer will include the following details:

Heading Description

Service Full service name

Comm. Org Organisation that has commissioned the participation agreement offer

Start Date Start date of the service agreement

End Date End date of the service agreement

Detailed Guidance Hyperlink to external service details provided by NHS Digital, if available.

Status Status of offer: Offered, Approved or Rejected

Service Summary Detailed description of the service Table 4: My Service fields


Offers may be viewed by financial year and status: 1. Select the services Financial Year from the drop down menu. 2. Select the Quality Service Status from the drop down menu. Options are:

• Offered (default) • Approved • Rejected

3. Select the service name to view service details. Only services in an Offered status require an additional action of either accepting or rejecting the offer.

1. Select the service’s Financial Year from the drop down menu. 2. Select the Quality Service Status of ‘Offered’ from the dropdown menu. 3. Select one or more services by marking the corresponding checkbox.

Alternatively, you may select the Select checkbox at the top of the table to select all services.

4. At the bottom of the screen, you may either: • Select the Accept Service button to accept selected service offers • Select the Reject Service button to reject selected service offers

5. When the confirmation message appears, you may select: • Yes to proceed with the acceptance/rejection of the service • No to return to the My Services primary page.


Figure 58: My Services

Figure 59: Confirmation

Figure 60: Successful Message


6 Data Submission Overview The Data Submission tab allows users to record manual achievement and aspiration data. Service Providers may only enter data for their own organization. Commissioning Organisations may enter data for their service providers if the service allows. After reviewing this section, you should be able to:

• Enter achievement and aspiration data; • Enter service provider achievement and aspiration data; • Update or adjust submitted results.

Service Providers may update manually submitted data as long as:

• Achievement data has not already been submitted for the last day of the payment period

• A payment has not been financially approved based on the submitted achievement data

• The achievement data is not set as Commissioning Organisation Entry

You can save the updated achievement data as a “Work in Progress” without submitting the data and triggering calculations. Data is stored as “Work in Progress” if the data is different from the previous submission or there was no previous submission. You can submit the updated achievement data if the data is different from the previous submission and if there is no previous submission.

6.1 Record Achievement – Service Providers

This page allows a Service Provider to select a service to record achievement data when data must be provided through manual entry. The Achievement Date/Last Updated table shows dates for achievement submission and the last update for that achievement date.

To record achievement data, follow these steps:

1. Select the Financial Year from the drop down menu. 2. Select the Quality Service from the drop down menu.

The Quality Service list includes three elements for each service: • The service type, such as VAC, QOF or DES • The payment cadence of the service: Monthly, Quarterly, Half Yearly or Annual • The full Quality Service name


Note: Quality Services highlighted in yellow are tied to achievement tasks, allowing you to easily see the Quality Service achievements that require manual data entry.

3. To record a New Achievement: a. Select from the Achievement Date dropdown the date for which you want

to record achievement data. NOTE: Dates highlighted in yellow indicate a payment date.

b. Select the Add New Achievement button to advance to the Achievement Details.

Figure 61: Record Achievement – Add New Achievement

4. To update a previous Achievement select the Achievement Date link.

Figure 62: Record Achievement – Update Previously Entered Achievement


6.1.1 Recording a New Achievement New Achievements will show a value of zero Indicators Submitted. The user will need to select each active link in the Indicator Group column and enter data.

Figure 63: Recording a New Achievement

6.1.1.1 Record New Indicator Data

To record new indicator data, follow these steps: 1. Enter Group Level values, when applicable, in the New Values field(s). 2. Enter individual indicator data in the New Values fields for each indicator. These

may include Yes/No responses, or numerical numerator/denominator/exception values, etc.

3. Enter any Submission Notes in the text box, limited to 1000 characters. 4. Select:

• Submit Achievement Data to submit the data. • Save Work in Progress to save entries without submitting the data. • Cancel to clear entered values.


Figure 64: Record New Indicator Data

6.1.1.2 Update an Existing Achievement

Existing Achievements will show Indicators Submitted. The user only needs to select the active link(s) in the Indicator Group column that they wish to update and enter the new data. The previously submitted values will display on the data entry screen as read-only.

Figure 65: Updating an Existing Achievement


6.1.1.3 Update Existing Indicator Data To update existing indicator data, follow these steps:

1. Enter updated Group Level values, when applicable, in the New Values field(s). 2. Enter updated individual indicator data in the New Values fields for each indicator

that needs to be updated. These may include Yes/No responses, or numerical numerator/denominator/exception values, etc.

3. Enter any Submission Notes in the text box, limited to 1000 characters. 4. Select:

• Submit Achievement Data to submit the data. • Save Work in Progress to save entries without submitting the data. • Cancel to clear entered values.

Figure 66: Updating Existing Indicator Data

6.1.1.4 Data Entry Restrictions

The user is not allowed to enter a specific piece of achievement data if it is set as read-only. A field is set as read only in the following cases:


• Achievement data has already been submitted for the last day of the payment period and the user is a member of the Service Provider.

• A payment calculated from the achievement data has been financially approved for the selected payment period.

• The achievement data is set as Commissioning Organisation Entry and the user is not a member of the Commissioning or Managing Organisation.

• The input is flagged in the service definition as not required for the calculation engine. • The achievement data is set for automated entry, the user is a member of the Service

Provider, and the Service Provider is not: A manual Service Provider or an automated Service Provider whose Service Provider IT system does not support the automated extract of this data.

Figure 67: Data Entry Restrictions

6.2 Record Provider Achievement – Commissioning Organisations This page allows a Commissioning Organisation to manually record achievement for one or more of their descendant service providers. The Achievement Date/Last Updated table shows dates for achievement submission and the last update for that achievement date.

To record achievement data, follow these steps:

1. Select the Financial Year from the drop down menu. You can select the current year or the next year.

2. Select the Service Provider Name. 3. Remainder of the process is the same as detailed out in Section 6.1 Record

Achievement above.


Figure 68: Record Provider Achievement

6.3 Record Aspiration – Service provider This page allows a Service Provider to select the service to record aspiration data. The Aspiration Date/Last Updated table displays prior aspiration data submissions and the last update for the aspiration date. To begin the process of recording aspiration data, follow these steps:

1. Select the Financial Year from the drop down menu. Select the current or next financial year.

2. Select the Quality Service from the drop down menu. 3. Click on the Aspiration Date from the table to advance to the Aspiration Details

page.

Figure 69: Record Aspiration


6.3.1 Aspiration Details The user will need to select the active link(s) in the Indicator Group column and enter data.

Figure 70: Aspiration Details

6.3.1.1 Record Aspiration Values

To enter aspiration values, follow these steps: 1. Enter a New Value for each aspiration value listed in the table. 2. Enter Submission Notes. There is a 1000 character limit. 3. Select one of the following:

• Submit Aspiration Data to submit the data • Save Work in Progress to save entries without submitting the data • Cancel to clear entered values.

Figure 71: Record Aspiration Values


6.4 Record Provider Aspiration – Commissioning Organisation This page allows a Commissioning Organisation to manually record aspiration data for one or more of their descendant service providers. To begin the process of recording aspiration data, follow these steps:

1. Select the Financial Year from the drop down menu. Select the current or next financial year.

2. Select the Service Provider Name. 3. Remainder of the process is the same as detailed out in Section 6.3 Record

Aspiration above

Figure 72: Record Provider Aspiration


7 Achievement 7.1 Achievement Results

This page allows you to review the achievement summary for your practice by financial year and service type, display results in points or pounds, and run an Achievement Summary Report. To view achievement results, follow these steps:

1. Select the financial year from the drop down menu. 2. Select a radio button:

a. Points to display results using points. b. Pounds to display results using pounds.

3. Select the orange arrow next to the service type to expand or collapse the summary view.

4. Select the Run Achievement Summary Report link to see a detailed report.

Figure 73: Achievement Results


7.2 Declare – Service Provider This page displays available achievement declarations for the financial year. Service Providers can declare and submit achievement results on this page. You can also run an Achievement Summary Report. Columns in the Payment Declaration Summary Table display high level declaration information for each service. To declare achievement data, follow these steps:

1. Check the box next to the Quality Service to declare.

Figure 74: Declare Achievement Data


2. Select the Notes link to enter notes about the declaration. • Select Save to retain the recorded notes.

Figure 75: Expanded Declaration Notes Section

3. Select the Declare Achievement button to complete the declaration.

The status changes to Awaiting Commissioning Organisation Approval and the declared achievement now displays in the Payment Declaration History table on the lower half of the screen.

Figure 76: Payment Declaration Submission Message & History Table Info


7.3 Declaration Management The Declaration Management page allows Commissioning Organisations to perform several actions on Service Provider declarations and run an Achievement Summary Report.

Figure 77: Declaration Management

At the top of the page, there are several filters available to narrow the list of declarations in the lower portion of the screen. As you apply the filters, a message appears at the top of the screen indicating how many records match your search criteria.

Figure 78: Record Count


To manage declaration data submitted by Service Providers, follow these steps: 1. Select a status from the drop down menu to return results:

• Awaiting Commissioning Organisation Approval • Awaiting Financial Approval • On Hold • Cancelled • Awaiting Service Provider Approval

2. Select a Quality Service from the drop down menu. 3. Select a Parent Organisation Name. This field defaults to “All”. 4. Select Achievement Date ranges. The default values are the start and end of the

current financial year. 5. Select from the Display Notes dropdown.

a. The default value is “Both” meaning declarations both with and without notes will display.

b. Yes will limit the list of declarations to only those having notes attached. c. No will limit the list of declarations to only those not having notes attached. d. Alternatively, the presence of a triangle to the right of the word “Notes” also

indicates notes are attached to the declaration.

Figure 79: Declaration Management

6. Select the box next to the Service Provider name(s). 7. Select the Notes link to view Notes entered by the Service Provider and enter

additional notes about the declaration. If you enter a note, be sure to click the Save button to ensure it is retained.


Figure 80: Expanded Declaration Management Notes Section

8. Depending on the status of the declaration, select one of the following: • Approve: To approve declarations with the Awaiting Commissioning

Organisation Approval or Awaiting Financial Approval status. • Hold: To place a declaration in Awaiting Commissioning Organisation

Approval statuts on hold to prevent it from being financially approved. • Cancel: To cancel declarations in the Awaiting Service Provider Approval,

Awaiting Commissioning Org Approval or Awaiting Financial Approval. • Reinstate: To reactivate declarations with the Cancelled status, placing

them in a new status of Awaiting Service Provider Approval. • Off Hold: To release a declaration with an On Hold status, moving the

declaration back to the status of Awaiting Commissioning Organisation Approval.

NOTE: As a declaration moves through the various approval statuses, the status for the declaration is also updated on the Service Provider’s view on the Declare tab as seen below.



7.4 Post Achievement Modelling From this page, Service Providers can begin the Post Achievement Modelling process for achievement data. NOTE: The data you enter during this process has no impact on actual achievement and payments. No payments are made based on data you enter here. To start the Post Achievement Modelling process, follow these steps:

1. Select the Financial Year from the drop down menu. This list will contain years with available data on which to build the model.

2. Select the Quality Service from the drop down menu. The table populates with the Achievement Date, the Model Last Updated date if applicable, and a report when one has been previously generated.

3. Select the Achievement Date link to advance to the Achievement Date Detail page.


Figure 82: Post Achievement Modelling

7.4.1 Modelling Selection

To continue with the Post Achievement Modelling process, select the appropriate link from the Indicator Group table.

Figure 83: Post Achievement Modelling Selection

7.4.2 Model Data Entry

The screen displays the achievement data submitted for the Quality Service. You can enter new values to create a scenario to compare with the actual data.


NOTE: The data you enter during this process has no impact on actual achievement and payments. No payments are made based on data you enter here. To create a new Post Achievement Model review the submitted values in the table and enter new data in the Modelled Values fields.


Once the values have been updated, scroll to the bottom of the page and select the Save Work in Progress button. You will be transferred back to the Achievement Date detail screen.


Figure 85: Model Data Entry

From the Achievement Date Detail screen, enter information in the Reason for Post Achievement Model text box. Note that this field is limited to 1,000 characters. Select the Submit Model button to complete the modeling process and return to the Post Achievement Modeling page. Using the link under the report heading, run the applicable report to see your results.

Figure 86: Achievement Report Link

7.4.3 Provider Post Achievement Modelling

The Provider Post Achievement Modelling allows a Commissioning Organisation to perform modelling scenarios for their descendant service providers. To start the Provider Post Achievement Modelling process, follow these steps:

1. Select the Financial Year from the drop down menu. The menue will display years with available data on which to build the model.

2. Select the Service Provider Name link.


3. Remainder of the process is the same as detailed out in Section 7.1 Record Achievement above

Figure 87: Provider Post Achievement Modelling


8 Reports Overview The Reports tab allows users to run, view, save, print, or export reports. The pre-defined reports include reports in the areas of:

• Achievement • Participation Management • Data Entry • Declarations • Administrative • NHS

Note: Refer to the Report User Guide for detailed information about Reports


9 Administrative Tasks Overview The Administration tab allows users to administer elements of CQRS such as users, organisations, allocated report permissions, service provider clusters, messages, tasks, and the Quality Service definitions uploaded with PICS. After reviewing this section, you should be able to:

• Administer information about a CQRS user such as the user’s contact information, organization access, and role within an organization.

• Administer the organisations that commission, manage, or provide quality services. This includes:

o Adding an organization and a parent organization o Adding a quality service contract

• View messages and tasks • Allocate reports from a parent organisation to a descendant organisation • Create and add users to Service Provider Clusters • Create and distribute System Messages • Manage the Payment Information Calculation System (PICS), which is used to

import Quality Service definitions

9.1 Manage Org’s & Users

9.1.1 Users From this tab you can view an organisation’s users and update user details. The three tasks that can be completed from the primary Users screen include:

• Selecting the user’s Name link to view or update the user details. • Clicking the Add New User button to add another user for the organisation. • Selecting the Run an Organisation/User Report Here link to run a report.

9.1.1.1 User Search

You can search for specific users using the Search by feature. Searches can be ran on three fields:

• Name • Organisation • Date Added

To do a search, select the field you want to search on, enter the value in the correspoinding text field and click the Search button.


Figure 88: Manage Users – Search Functionality

9.1.1.2 Add New Users

To add a new user follow these steps: 1. From the Manage Org’s & Users > Users sub tab, click on the Add New User button.

Figure 89: Add New User

2. Enter the user’s email address in the Email Address field. 3. Enter the email address again in the Confirm Email Address field. 4. Select Continue.


Figure 90: Add New User – Verify Email

If the user already exists within CQRS or the Learning Mangement System, their information will display and allow for modification. If the user does not already exist, the User Administrator may enter their information.

NOTE: Once a new user is added to CQRS, they will automatically have log-in credentials to the Learning Management System as well.

Enter user information, add organisation(s), and assign user role(s) for the organisation(s). All fields marked with a red asterisk are required. To enter a new user’s information, follow these steps:

1. Enter the user’s work phone; this is a required field NOTE: Enter numbers only; do not use periods, dashes, or spaces

2. Select a title from the drop down menu (optional) 3. Enter the user’s first name 4. Enter the user’s last name 5. Select the Add Organisation button


Figure 91: Add New User – User Information

9.1.1.3 Add Organisation to User

From the Add Organisation screen you can add an organisation to a user’s access through the following steps:

1. Select the search criteria from the drop down menu: • Name • Organisation ID • Organisation Type • Parent Organisation

Figure 92: User – Add Organisation Search


NOTE: The search text field: • Is not case sensitive • Does not support wild card searches

2. Select the Search button. 3. Select the organisation name to view organisation detail

Figure 93: Select Organisation to View

4. When you are done reviewing the information, select Return.

Figure 94: Verify Organisation Selection


5. Select the check box next to the organisation name 6. Select the Submit button to add the Organisation or the Cancel link to return to the

User Details page.

Figure 95: Add Organisation to User

7. If a new organisation was added, update the Organisation Access. 9.1.1.4 Update Organisation Access

Once an organisation has been added a user account, the appropriate roles, associated payment types and provider clusters, if applicable, need to be selected. This section shows you how to modify a user’s access to perform tasks in CQRS for an organisation(s). To modify a user’s organisation access, follow these steps:

1. Select the orange plus sign next to the organisation name to expand the section. 2. Select the check box next to the:

• Role(s) the user can perform o Alternatively, you may select the Select All link to check all role

types. • Payment Type the user can enter for each role

o If all Payment Type boxes are left unchecked, the user has access to all Payment Types for that role.

• Service Provider Clusters o This is an optional selection.


o If a cluster is selected, the user’s access under that organisation will be limited to the organisation(s) within the cluster and its descendants.

o Reference the Service Provider Cluster section of this document for additional details on Service Provider Cluster functionality.

3. Select Submit to save your selections or Cancel to return to the User page.

Figure 96: Update Organisation Access


9.1.1.5 Edit User Details When you select a user from the list on the Users tab, the user’s current record displays. All fields with a red asterisk are required. The email address and user ID cannot be edited.

1. The following text fields can be edited: • Title • First Name • Last Name • Work Phone • Mobile Phone

2. Users cannot be deleted from the system but can be disabled. Select the CQRS Access Enabled or Disabled radio button to control the users access to CQRS.

Figure 97: User Details


3. Select the Add Organisation button to add organisations to the user profile. Reference the previous Add Organisation to User section for details on adding an organisation to a user profile.

4. Select Remove Organisation to remove an existing organisation


5. Select the Submit button to save changes or the Cancel link to clear changes and

return to the Users page.

9.1.2 Organisations From the Organisation tab you can view and manage organisation information. You may also run an Organisation/User Report from this page by selecting the corresponding links.

Figure 99: Manage Organisations

9.1.2.1 Add Organisation

Before you add a new organisation, complete a search to make sure the organisation isn’t already in the CQRS. To perform a search, follow these steps:

1. Select the search criteria: • Name • Organisation ID


• Oganisation Type • Parent Organisation • Date Range

2. Enter the search criteria in the text box. 3. Select the Search button. A list of available organisations displays. 4. Review results. If the organisation is not listed, select one of the following:

• Run an Organisation / User Report here link • Add New Organisation to continue with the Add Organisation process.

Figure 100: Manage Organisations

When adding a new organisation, enter organisation information and add contract(s) for the organisation. All fields marked with a red asterisk are required. To enter a new Contract’s information, follow these steps:

1. Enter the Organisation ID (no longer than 6 characters). 2. Enter the Organisation Name. 3. Select the Organisation Type from the drop down menu:

• NHS England-CO • NHS England-RO • NHS England RLO • NHS England AT • Clinical Commissioning Group • GP Practice

4. Select the Add button to select a Parent Organisation (See section Add Parent Organisation).

5. Un-check Generate Payment if you don’t want this option to apply. NOTE: Some organisations voluntarily participate in, but are not part of, the SFE contract with NHS and do not receive payments. Uncheck the box if this describes your organisation.


6. Check Descendant Organisation – View Data checkbox if you want the organisation to have the option to include descendant data on descendant-supported reports.

7. Check Parent Offering – Enable Parent Offering to allow the organisation to commission a service on behalf of their descendant organisations.

NOTE: When this checkbox is marked, descendant commissioning organisations will not be able to offer services which may also be commissioned by their parent organisation. For the descendant organisation, the services will appear in their list of availble services to commission but will be greyed from selection. Once the parent organisation completes the quality service offering process, the service agreement will automatically transfer to the descendant organisation for continued management oversight.

8. Enter the Start Date: use either the calendar function or enter the date in dd/mm/yyyy format.

9. Select the Source Organisation Types for Population Data. NOTE: If selecting more than one organisation types, hold down the Shift and then select all of the applicable organisation types

10. Select the Extract Process Automated or Manual radio button. This option dictates when an organisation is able to manually submit data for services supported through automated data extracts. The dates that control when an organisation may enter data is set on the Extract Periods tab as shown below. • For an automatic practice it will only be possible to enter data in the period of

time set for automatic data entry (Automated Start Date through the End Date).

• For a manual practice and/or area team it will only be possible to enter data in the period of time set for manual data entry (Manual Start Date through the End Date).

Figure 101: Quality Service Extract Period Settings


11. Select the applicable Roles by checking the check boxes next to the roles 12. Select the Add Contract button to add a new contract 13. Select the Save button to save changes or the Cancel link to clear changes and

return to the Organisations page.

Figure 102: Add New Organisation

9.1.2.2 Add Parent Organisation

To add a parent organisation, click the Add button beneth the Parent Organisation field. On the Add New Organisation screen perform a search following these steps:

1. Select the search criteria: • Name • Organisation ID • Organisation Type • Parent Organisation

2. Enter the search criteria in the text box. 3. Select the Search button. 4. Review results. 5. Select the organisation name. You are redirected to the Verify Parent Organisation

Selection page.


Figure 103: Select Parent Organisation

6. Review the details for the parent organisation you selected. 7. Select the Select button to add the parent organisation or the Cancel link to exit.

Figure 104: Verify Parent Organisation


9.1.2.3 Edit Organisation Details When you select an organisation from the list on the Organisations tab, the organisation’s current record displays. All fields with a red asterisk are required.

1. The following text fields can be edited: • Organisation ID • Organisation Name • Start Date • End Date • Source Organisation Types for Population Data

2. Select the Organisation Type from the drop down menu. 3. To change the Parent Organisation select the Change link. 4. Choose whether to generate a payment or not by checking or un-checking the

Generate Payment check-box. 5. Select the Source Organisation Types for Population Data.

NOTE: If selecting more than one organisation types, hold down the Shift and then select all of the applicable organisation types

6. Select the Extract Process Automated or Manual radio. 7. Select the applicable Roles by checking/un-checking the check boxes next to the

available roles. 8. Select the Add Contract button to add a new contract. 9. Select the Save button to save changes or the Cancel link to clear changes and

return to the Organisations page.


Figure 105: Edit Organisation Details

9.1.2.4 Add a Contract

To add a contract to the organisation, follow these steps: 1. Select the Add Contract botton 2. Select a Contract Type from the drop down menu:

• GMS • PMS • APMS • PCTMS

3. Enter the following dates using the calendar function or by entering the date in the text box using the dd/mm/yyyy format:

• Start Date • End Date

4. Select the Remove Contract button if you decide the contract is wrong or not needed

5. Select the Save button to save changes or the Cancel link to clear changes and return to the Organisations page.


Figure 106: Add a Contract

9.1.3 Participation Transfer

At times it is necessary to switch which organisation is responsible for managing a commissioned service participation agreement. The Participation Transfer tab allows an authorised user to change the commissioning organisation for an active participation agreement through the following steps. Only NHS-level organisations may process a participation transfer. Transfers must be discussed and agreed upon off system before the transfer is processed through CQRS. As such, no messages or tasks are generated through the Participation Transfer workflow. To complete a Participation transfer, follow these steps:

1. From the Participation Transfer tab, select the current commissioning organisation by clicking on the Organisation ID.

2. Use the Search by function to locate organisations by: • Organisation Name • Organisation ID • Organisation Type

Figure 107: Participation Transfer


3. The next screen is the New Commissioning Organisation screen. Select the organisation the participation agreement will be moved to. The same search functionality is availabe on this screen as on the previous screen.

4. Note at the top of the screen is a summary of your selections. As you move through the Participation Transfer process, the screen will continue to capture your selections.

Figure 108: Participation Transfer – Select New Commissioning Org

5. On the Select Quality Service(s) screen, select the service(s) to be transferred.

Parameters available for filtering include: • Financial Year • Payment Type

Figure 109: Participation Transfer – Select Quality Service


6. A confirmation screen displays listing the details of the participation transfer, including:

• Current Commissioning Organistion • New Commissioning Organisation • Qualifiying services selected to be transferred, inclugin their short and full

names. 7. Select YES to process the transfer or NO to return to the previous screen.

If you select YES, a confirmation message will display notifiying you that the transfer was successfully submitted.

Figure 110: Add a Contract

Figure 111: Participation Transfer – Confirmation Screen

9.1.4 Allocated Reports

Ordinarilly, descendant organisations are not allowed to run reports for services commissed by their parent organisations. However, using the Allocated Reports functionality parent organisations may give permission to selected descendant organisations to view specific report information.


9.1.4.1 Allocated Reports – Adding Allocations

To allocate reports, complete the following steps. 1. Access the Allocated Reports subtab under the Manage Org’s & Users tab.

Figure 112: Allocated Reports

2. Select the descendant organisation you wish to grant allocated report permissions

to by clicking on the Organisation ID link. You may search for specific organisations using the Search by function. The following fields are available for searching:

• Organisation Name • Organisation ID • Ortanisation Type


Figure 113: Allocated Reports – Select Descendant Org

3. Once you have selected the descenant organisation, you are transferred to the

Select Quality Service screen. Note that the selected descendant organisation is listed at the top of the page.

Figure 114: Allocated Reports – Progression Summary

4. Click on one or more Quality Services to be allocated to the descendant

organisation. To allocate all Quality Services, use the Select All checkbox. You may filter the services listed by using the Financial Year and Payment Type dropdowns.


5. Once you have made your selections, click the Submit button at the bottom of the page. Note: If you exit the screen prior to clicking the Submit button, your changes will be lost.

Figure 115: Allocated Reports – Quality Service Filters

Figure 116: Allocated Reports – Quality Service Selection


6. A confirmation message will display at the top of the screen to indicate the allocations have been saved. Now when the descendant organisation runs a report for the selected service, information from the parent organisation’s commissioned services will be included.

Figure 117: Allocated Reports – Confirmation Screen

9.1.4.2 Allocated Reports – Removing Allocations

To remove reports from being allocated to an organisation, following the same steps outlined above.

1. Access the Allocated Reports subtab under the Administrative Tasks > Manage Org’s & Users tab.

2. Select the descendant organisation. 3. Once on the Select Quality Service screen, the list of Quality Services will display

with checkmarks beside the services allocated. 4. To remove the service from allocation, simply remove the checkbox beside the

Quality Service. 5. Click the Submit button at the bottom of the page.

Note: If you exit the screen prior to clicking the Submit button, your changes will be lost.

9.1.5 Service Provider Cluster

A user may be further restricted to specific organisations under a parent organisation through Service Provider Clusters. When a user is assigned to cluster, they may only access organisations listed in the cluster along with the organisations descendants if applicable.


Figure 118: Service Provider Cluster

9.1.5.1 Service Provider Cluster – Creating a New Cluster

To create a new cluster, complete the following steps: 1. Click on Add New Cluster button at the bottom of the primary Service Provider

Cluster screen. 2. This opens the Create Service Provider Cluster screen. 3. On the Create Service Provider Cluster screen, start by defining the Name and

Desciption of the Cluster. Important: Ensure the name is unique and descriptive for the cluster so it is easliy recognized.

4. Add organisations to the cluster by selecting the organisation’s corresponding checkbox.

5. You may select all organisations by using the Select All checkbox. 6. To filter Service Providers, use the Search by function.

Available search fields include: • Organisation ID • Name • Organisation Type • Parent Organisation


• Date Range • Contract type

7. Once you have selected the Service Providers, click the Continue button on the bottom of the page.

Figure 119: Service Provider Cluster – Search By Options

Figure 120: Service Provider Cluster – Search Filter Applied


8. A summary screen will display listing the cluster details and the associated service providers. Using the confirmation box at the top of the page, select YES to create the service offer or NO to return to the Create Service Provider Cluster page.

Figure 121: Service Provider Cluster – Confirmation Screen

9. A final confirmation will display. Through the confirmation message, you may

return to the primary Service Provider Cluster screen by clicking the View Service Provider Clusters link or you may create another cluster by clicking on the create a new Service Provider Cluster link.


Figure 122: Service Provider Cluster – Confirmation Message

10. When you return to the primary Service Provider Cluster screen, the new cluster

will be listed.

Figure 123: Service Provider Cluster – Updated Service Provider Cluster List


9.1.5.2 Service Provider Cluster – Important Reminders Here is a list of a few important pieces of informtion to keep in mind when you are allocating users to be within a Provider Cluster. • If a parent organisation is selected, such as a CCG, all of its descendant organisations are

automatically included in the cluster though they will not be listed in the cluster information.

• Clusters default to the highest organisation within the cluster. A cluster containing a parent org and only a few of its descendant will still default to including all of the parent’s descendant organisations information.

• To restrict the cluster to specific descendants, do not select the parent organisation. Instead, select each descendant organisation you wish to include in the cluster.

9.1.5.3 Updating an Existing Service Provider Cluster You may update an existing Service Provider Cluster though the following steps:

1. From the primary Service Provider Cluster page, click on the Name of the cluster to be updated.

Figure 124: Service Provider Cluster – Update Existing Cluster

2. On the Cluster Detail screen, you may modify the Name and the Description of

the cluster. The short name is system defined and cannot be updated.


3. In the list of Service Providers you may add or remove an organisation. a. To add an organization, click the Add Organisation button.

This will transfer you to the Create Service Provider Cluster screen where you can add an organisation to the cluster following the steps described in the section above. Once the organisation is added you will be transferred back to the Cluster Detail screen. The newly added organisation(s) will be listed.

Figure 125: Service Provider Cluster – Add Organisation


Figure 126: Service Provider Cluster – Select Service Provider

Figure 127: Service Provider Cluster – Updated Service Provider List


4. To remove an organisation from a cluster, click on the Remove Organisation link.

Figure 128: Service Provider Cluster – Remove Service Provider

5. Once all updates have been made, click the Submit button at the bottom of the

page. Alternatively, you can click the Cancel button to cancel all changes.

NOTE: You must click the Submit button to retain your changes. Leaving the page without clicking the Submit button will cause all changes to be lost.

9.1.5.4 Service Provider Cluster – Restricting User Access Through Clusters Now that the clusters have been created, they are viewable under the organisation on the User Detail screen. To add a cluster to a user’s settings, complete the following steps:

1. Through the Manage Org’s & Users > Users subtab, locate and select the user to be updated.

2. Add the Organisation to the user’s account if needed by following the Add a New User instructions above.

3. Once the organisation is added, the clusters will display under the organisations information along with the roles and payment types.


4. Select the cluster you want to assign the user to. 5. Continue through the normal user update process, clicking the Submit button at

the bottom of the page once finished. NOTE: Existing the screen without clicking Submit will cause all of the updates to be lost.

Figure 129: Service Provider Cluster – Assign User to Cluster


9.1.5.5 Service Provider Cluster – Important User Setup Reminders • A parent organisation may alter both their own cluster assignment as well as

the cluster assignments for their descending organisations • More than one cluster may be selected for a user. • Multiple cluster selections will be treated as joined criteria, allowing the

user to access all organisations listed in the selected clusters. • Along with the organisations listed in the cluster, the user is automatically

granted access to any descendants of the organisation though they are not listed in the cluster details.

• Cluster restrictions will be based on the highest level organisation within the cluster(s).

o For example, if Cluster 1 contains a CCG and Cluster 2 contains only a select few of descendants of the CCG (and NOT the CCG itself), the user’s authorisation will extend to the CCG and ALL of its descendants.

• Once a user is restricted to a Service Provider Cluster, they will only be able to offer and support Service Participation Agreements for the organisations within the cluster(s) and their descendants. This includes: o Creating and offering participation agreements o Viewing offered participation agreements o Data Submission and Management o Achievement and Declaration Management o Reports, with the exception of NHS and Administrative reports

9.2 View Tasks 9.2.1 View Tasks

Tasks that are assigned to you display on this page. To search for specific tasks, select the Advanced Search link.

Figure 130: View Tasks


9.2.1.1 Advanced Search To use the advanced search feature, follow these steps:

1. Select Advanced Search above the tasks table. 2. Select the filter to apply to your search:

• Created Date • Deadline Date • Process Target Date • Process Finish Date

3. Enter a date range using either the calendar function or entering a date in the dd/mm/yyyy format.

4. Select the Search button. 5. Select Close Advanced Search to hide the search function.

Figure 131: Advanced Search

9.3 System Messages This screen lists system messages the system administrator creates and sends to users.

Figure 132: System Messages

9.3.1 Create System Message To create a system message, follow these steps: NOTE: All fields marked with a red asterisk are required.

1. Select the Create System Message button on the System Messaging page. 2. Enter a Subject, limited to 20 characters.


3. Enter Message Detail, limited to 100 characters. You can also use the available properties in the message:

• ${userFirstName} • ${userLastName} • ${userDictionaryName} • ${organisationName]

4. Enter a Send Date using the calendar function or using the dd/mm/yyyy format. 5. Enter Deadline Date when the system message requires a user action. 6. Select Notified Roles from the scrolling menu.

NOTE: If selecting more than one role, hold down the Shift and then select all of the applicable roles

7. Select the Submit button to save and schedule the message or the Cancel link to return to the System Messages page.

Figure 133: Create System Message

9.3.2 Delete or Edit System Message To delete a system message, select the Delete button next to the message on the System Messaging page.


To edit a system message, follow these steps: NOTE: All fields marked with a red asterisk are required.

1. Select the Message Name link on the System Messaging page. 2. Make changes to any of the fields 3. Select the Submit button to save and schedule the message or the Cancel link to

return to the System Messages page.

Figure 134: Edit System Message

9.4 Manage Code

9.4.1 Manage PICS The Manage PICS tab allows you to update an existing service, import a service for a new year, or import a new service.

9.4.1.1 Select Quality Service (Step 1) 1. Select a Payment Type from the drop down menu:

• Quality Outcomes Framework • Directed Enhanced Services • Local Enhanced Services • General Practice Extract Service • Core Contract (CC) • Vaccination and Immunisations

2. Select the radio button for the Quality Service. 3. Select:

• Update Service for a current service • Import New Service to add a service not linked to an existing relat • Replace Existing Service to link to a previous relationship.


Figure 135: Manage PICS – Step 1: Select Quality Service

9.4.1.2 Upload Service Definition (Step 2)

To upload a PICS definition, follow these steps: 1. Browse to the file to upload. 2. Select the Upload button to upload the file and advance to Step 3 – Compare

Service Definitions or the Cancel link to return to Step 1 – Select Quality Service.

Figure 136: Manage PICS – Step 2: Upload Service Definition


9.4.1.3 Compare Service Definitions – Step 3 After uploading a service definition, CQRS compares the files and provides a confirmation or an error message. When you receive a (n):

• Confirmation message, select the Continue botton to advance to Step 4 – Configure Quality Service or the Cancel link to return to Step 1 – Select Quality Service.

• Error message, correct the file errors and select Re-Import to upload the corrected file. 9.4.1.4 Configure Quality Service – Step 4

To configure the Quality Service, follow these steps: 1. Select the Payment Type from the drop down menu. 2. Select the following from the drop down menus in the Commissioning Grid:

• Commission • Manage • Service Provider • Select the Add button to add another commission • To remove a commissions, check box next to the name of the commission

and then select the Remove button • Select the Continue botton to advance to Step 5 – Review Quality Service or

the Cancel link to return to Step 1 – Select Quality Service.

Figure 137: Manage PICS – Step 4: Configure Quality Service


9.4.1.5 Review Quality Service This page provides the details of the file you uploaded in Step 2. To complete the new quality service import process, follow these steps:

1. Verify that the information in all categories is correct. • If you want to review specific information, select a section from the Jump To

Section drop down • If you want to change the data, select Cancel to return to Step 1 and

complete the process using a new data file. 2. Select: the Save button to save the Quality Service or the Cancel lint to return to

Step 1 – Select Quality Service.

Figure 138: Manage PICS – Step 5: Review Quality Service


9.4.2 Global Parameters Global parameter values used throughout the CQRS Application may be updated through the Global Parameters tab.

Figure 139: Manage Code - Global Parameters

9.4.2.1 Add Global Parameters To add a new global parameter value follow these steps:

1. Click on the Global Parameter Group name to open the Group Details page. 2. Select the Add link for the parameter you want to set a value for in order to advance

to the Create/Edit Global Parameters page.

Figure 140: Add Global Parameters


3. Enter information in the required fields: • Start Date, using the calendar function or the dd/mm/yyyy format • End Date, using the calendar function or the dd/mm/yyyy format • Value, limited to 20 characters

4. Select the Save button to add the parameter to the existing global parameters table or select the Cancel button to return to the Configure Global Parameters Group page.

Figure 141: Add Global Parameter Value

9.4.3 Patient Sets

On this page, you can search for patient sets, configure an existing patient set or add a new patient set.

9.4.3.1 Search Patient Sets Before adding a new patient set, complete a search to make sure the patient set doesn’t already exist. Follow these steps to filter and complete a search:

1. Select search criteria from the drop down menu: • Short Name • Name • Description • Date Range

2. Enter the data in the Search text box and then select the Search button.


Figure 142: Manage Code – Patient Sets

9.4.3.2 Configure Existing Patient Set

Select the Short Name link from the Patient Set page to advance to the Configure Patient Set page. From this page you can:

• Update the Patient Set Details • Configurate the Calculation Average • Add or modify Payment Types • Add or modify Exclusions associated with the patient set • View Calculation History for the patient set

9.4.3.2.1 Update Patient Set Details To edit an existing patient set, follow these steps:

1. Change any or all of the Description, limited to 4000 characters 2. Select a Start Date using the calendar function or enter a date in the dd/mm/format 3. Select an End Date using the calendar function or enter a date in the dd/mm/yyyy

format


4. Select the Save button to return to the Manage Patient Sets page or select the Cancel button to clear the values you modified and return to the Manage Patient Sets page.

9.4.3.2.2 Calculate Average To calculate a patient set average, follow these steps:

1. Select a Calculation Date using the calendar function or enter a date in the mm/dd/yyyy format.

2. Select the Region using the National or Local radio buttons. 3. Enter the Commissioning Org External ID, if known. 4. Select the Calculate button. A confirmation message displays.

Figure 143: Configure Existing Patient Set


9.4.3.2.3 Edit Payment Type 1. Select the Payment Type ID name link in the Patient Set Payment Type table on the

Configure Existing Patient Set page. 2. Complete these required fields:

• Payment Type: select from the drop down menu. • Monthly Required Percentage Number • End of Payment Period Required Percentage Number

3. Select the Save button to save the information and collapse the edit section or select the Cancel button to clear the results and collapse the edit section.

Figure 144: Edit Payment Type

9.4.3.2.4 Add a Payment Type 1. Select the Add Payment Type button in the Patient Set Payment Type table on the

Configure Existing Patient Set page. 2. Complete these required fields:

• Payment Type: select from the drop down menu. • Monthly Required Percentage Number • End of Payment Period Required Percentage Number



Figure 145: Add a Payment Type

9.4.3.2.5 Edit Exclusions 1. Select the Organisation link in the Exclusions table on the Configure Existing Patient Set

page. 2. Complete these required fields:

• Organisation External ID • Start Date, using the calendar function or the dd/mm/yyyy format • End Date, using the calendar function or the dd/mm/yyyy format


Figure 146: Edit Exclusions


9.4.3.2.6 Add an Exclusion 1. Select the Add Exclusion button that is above the Exclusions table on the Configure

Existing Patient Set page. 2. Complete these required fields:

• Organisation External ID • Start Date, using the calendar function or the dd/mm/yyyy format • End Date, using the calendar function or the dd/mm/yyyy format


Figure 147: Add an Exclusion

9.4.3.2.7 Delete Exclusion 1. Select the check box next to the Organisation in the Exclusions table on the Configure

Existing Patient Set page. 2. Select the Delete Exclusions button

Figure 148: Delete Exclusion


9.4.3.3 Add New Patient Set Select the Add New Patient Set button from the Patient Set landing page to advance to the Configure Patient Set page.

Figure 149: Add New Patient Set

To add a new patient set, enter the following information:

• Short Name, limited to 10 characters • Name, limited to 30 characters • Description, limited to 4,000 characters • Start Date, using the calendar function or entering a date in dd/mm/yyyy format • End Date, using the calendar function or entering a date in dd/mm/yyyy format • Select the Save button create the new Patient set or select the Cancel button to

clear all data and return to the Patient Set landing page.

Figure 150: Add New Patient Set Details


9.4.4 Target Population On this page, you can search for a target population, configure an existing target population or add a new tartet population.

9.4.4.1 Search Target Population Before adding a new target population, complete a search to make sure the target population doesn’t already exist. Follow these steps to filter and complete a search:

1. Select search criteria from the drop down menu: • Short Name • Name • Description • Date Range


Figure 151: Manage Code - Target Population

9.4.4.2 Configure Existing Target Population

Select the Short Name link from the Target Population landing page to advance to the Configure Target Population page. The following fields may be updated for an existing target population:


• Short Name, limited to 10 characters • Name, limited to 30 characters • Description, limited to 4,000 characters • Start Date, using the calendar function or entering a date in dd/mm/yyyy format • End Date, using the calendar function or entering a date in dd/mm/yyyy format • Select the Save button create the new Patient set or select the Cancel button to

clear all data and return to the Manage Patient Sets page.

Figure 152: Configure Existing Target Population

9.4.4.2.1 Edit Target Population Data 1. Select the Org Name link in the Target Population Data table on the Configure Target

Population page.


2. Once you click on the organisation, its configurable fields display above the table as shown in the example below. Edit any of the required fields: • Organisation Ext ID • Target Population Number • Quarter Start Date, using the calendar function or the dd/mm/yyyy format • Quarter End Date, using the calendar function or the dd/mm/yyyy format

3. Select the Save button to save the information and collapse the edit section or select the Cancel button to clear the results and collapse the edit section

Figure 153: Edit Target Population Data

9.4.4.2.2 Add Target Population Data Before adding new target population data, complete a search to make sure the target population data doesn’t already exist. Follow these steps to filter and complete a search:

1. Select search criteria from the drop down menu: • Organisation • Organisation ID • Target Pop Number • Quarter Date Range



Best Practice: If information for the Target Population date range already exists but needs to be updated, modify the existing record as explained in section 9.4.4.2.1 above instead of adding a new record.

3. If the target population does not already exist, add a new target population. Select the Add Data button above the Target Population Data table on the Configure Target Population page.

Figure 154: Add Target Population Data

4. Complete these required fields:

• Organisation Ext ID • Target Population Number • Quarter Start Date, using the calendar function or the dd/mm/yyyy format • Quarter End Date, using the calendar function or the dd/mm/yyyy format

5. Select the Save button to save the information and collapse the edit section or select Cancel to clear the results and collapse the edit section.

Figure 155: Add Target Population Data Details

9.4.4.2.3 Delete Target Population Data 1. Select the check box next to the Org Name in the Target Population Data table on the

Configure Target Population page. 2. Select the Delete Data button


Figure 156: Delete Target Population Data

9.4.4.3 Add New Target Population

1. Select the Add New Target Population button from the Target Population landing

page to advance to the Configure Target Population page.


Figure 157: Add New Target Population 2. To add a new target population, enter the following information:

• Short Name, limited to 10 characters • Name, limited to 30 characters • Description, limited to 4,000 characters • Start Date, using the calendar function or entering a date in dd/mm/yyyy format • End Date, using the calendar function or entering a date in dd/mm/yyyy format

Figure 158: Add New Target Population Details

3. Select the Save button create the new Target Population or select the Cancel button to clear all data and return to the Target Population landing page.

9.4.5 Org Types The Org Types tab is only visible to NHS-level organisations. This tab has strict access restrictions and is read only for most users. You may click on the organisation’s External ID field to drill down into the specific features of the organisation type.


Figure 159: Manage Code - Org Types

Figure 160: Organisation Type Details


9.4.6 Org Types The Org Types tab is only accessible by authorized NHS-organisation users, allowing them to:

• Create new payment types • Modify existing payment types • Set display order for all payment types

Figure 161: Manage Payment Types

The display settings drive the order in which quality services are displayed in the Quality Service dropdowns on the Record Achievement and Record Service Provider Achievement pages as seen in the example below.

Figure 162: Manage Payment Types – Drives QS Dropdowns


9.4.6.1 Add new payment types Add a new payment type following these steps:

1. Click on the Add New Payment Type button at the bottom of the screen. 2. On the Add New Payment Type screen, enter the following information:

• Short Name – ensure it is unique and recognisable • Name • Description • Display Order

Note: If the Display Order is the same as an existing payment type, the payment types will be sub-sorted alphabetically.

3. Click the Save button when all entries are complete or Cancel to return to the previous page.

9.4.6.2 Edit an Existing Payment Type

To edit an existing payment type, follow these steps: 1. Click on the Short Name, Name or Display order of the payment type you wish to

update. 2. On the Edit Payment Type screen all fields may be updated with the exception of

the payment type Short Name. Update the available fields as required. 3. When complete, click the Save button to retain your changes and return to the

Manage Payment Types page.

9.5 Extract Periods Access to the Extracts Period tab is restricted to NHS users with the Configuration Administrator role. Once service configuration files are loaded into CQRS, the parameters allowing manual and automated data entry may be entered is defined on the Extract Periods tab. Using the settings on this page:

• Data entry for a service may be restricted to specific window of time • Notifications for data entry may be turned on / off • Dates when manually entered data may be entered for manual and automated

services may be defined • Set an end date for the service’s data entry

Quality Services will display on the page once they are loaded into the CQRS system through the Configuration Cycle process.


9.5.1 Update Extract Periods To update a service’s data entry parameters, complete the following steps:

1. On the Manage Extract Period page, click on the Quality Service to update. 2. This will transfer you to the Edit Extract Periods page for the service. 3. On the Edit Extract Periods page, the following information displays:

• Short Name • Name • Description • Payment Period Type • Extract Frequency • Start Date • End date • Table listing data extract dates

NOTE: The table may be modified with the exception of the Period End Date. Set the following parameters as appropriate:

o Restrict Data Entry: Limit data entry to the dates defined in the Manual Start and Automated Start and End Date ranges.

o Send data entry task: Check if you want notifications to be sent to users when manual entry for their organisation is open.

o *Manual Start Date: Set to when manual data entry may begin for manual-only practices or manual-entry only services.

o *Automated Start Date: Set to when manual data entry may begin for automated practices or automated-extract services.

o End Date: Last date data may be manually entered for the service. 4. Once the needed values are entered, click the Save button to retain the settings or

click Cancel to return to the Manage Extract Periods page without saving your changes.

* How an organisation is defined in the Organisation Detail setup as either a ‘manual’ or an ‘automated’ practice will determine when they may manually enter data for a service. Manual Entry tasks will close when: 1) All input data has been submitted for the extract period or 2) The End Date parameter is not null and the current date is greater than the End Date.


Figure 163: Manual Data Entry Controlled by Org Settings

Figure 164: Extract Time Table


9.6 Quality Service (QA) Admin

Once a Quality Service is loaded into the CQRS system through the configuration cycle process, details of the service may be viewed by autorised NHS users on the QS Admin tab.

Figure 165: QS Admin

By clicking on the Quality Service, the Edit Quality Service Config page displays. This page includes the following information for the service:

• Short Name • Name • Description • Payment Period Type • Extract Frequency • Start Date • End Date • External URL

The only field updateable on this page is the External URL, using the URL supplied by NHS Digital. To update the URL, copy and page the full URL address into the External URL text box. To test the URL, click the Test this URL link. Once the URL is confirmed to be accurate, the changes may be saved by clicking the Save button. Clicking the Cancel button will exit the user from the screen without saving changes.


Figure 166: QS Admin – Service Configuration

9.7 Trigger Calculation At times it may be necessary manual trigger a Quality Service calculation. This may be done by an authorized NHS user using the functionalities located in the Trigger Calculations tab.

Figure 167: Trigger Calculation

Dropdowns include the following:

• Financial Year: Defaults to current financial year but includes all financial years.


• Quality Service: Lists the short name for available Quality Services, defaulting to the first in the list.

• Payment Configuration Type: Achievement or, if applicable, Aspiration • Achievement Date: Filtered by the Quality Service selected, the dropdown will

include all dates for payment. • Service Providers: Allows user to select to run the calculation on all service

providers or only those without declarations. Once the settings are selected, click the Calculate button to trigger the calculation. To exit / cancel the calculation, click on a different system tab without pushing the Calculate button.

10 Support Overview The Contact Us link on the CQRS login page allows users to obtain information about how to reach the CQRS Help Desk.

10.1 HELP/Contact Us

A central UK-based help desk is available to:

o Swiftly resolves issues o Provide informed help o Provide guidance with queries on the system

You may reach the Help Desk three different ways: o Single 0800 number (0800 4402777) o CQRS portal o Email: [email protected]

The Help Desk availability as follows: o Support hours: 08:00 to 18:00 o Monday – Friday (excluding public holidays)

This information is available through the CQRS Login Page by clicking the Contact Us link as shown below.

mailto:[email protected]


Figure 169: CQRS Help Access Through Login Page

Figure 170: Contact Us Details

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