Settings Module: My Organization

The My Organization section allows you to view the details about the organization to which you belong. This is where you can set up a new organization or, if you are the administrator for your organization, it's where you can update organization information or associate users with your organization. When you set up a new organization, the system automatically assigns you to the Administrator role, and you can configure the AUC Portal settings for your organization on behalf of all users. If you are not the administrator for your organization, you will only be able to view your organization's information. 

Set Up a New Organization

To set up a new organization, click the Set Up a New Organization button at the top of the My Organization section. The system opens a new screen where you can enter the details about this new organization.

General Information

This is the name and general contact information for your organization, including address, phone number, and email. The combination of Organization Name, Street, City, State, and ZIP Code must be unique. If you enter a combination of these fields that already exists in the AUC Portal the system will not save the changes. The system will display the combination to users, including users outside of your organization, to indicate if your organization is involved in providing a validated advanced imaging order or in paying for the validation process.

Organization Type	This option specifies the type of your organization, and this is a mandatory selection: Provider: Select this option if your organization is using the AUC Portal for the validation of advanced imaging orders. Imaging Center: Select this option if your organization processes imaging orders. Billing: Select this option if your organization is a patron organization that sponsors other organizations in the AUC Portal. Integrator: Select this option if your organization calls the CDSM Web Service directly from their own client application. Note: this option is only available for LogicNets system administrators. Once an organization is configured the organization administrator can change the type to Provider, Imaging Center, or Billing.
Organization Name	This is the name of your organization. It is a mandatory field.
Street	This is the street address for your organization.
City	This is the city in which your organization is located.
State	This is the state in which your organization is located.
ZIP Code	This is your organization's ZIP Code.
Phone Number	This is your organization's phone number.
Fax Number	This is your organization's fax number.
Email	This is your organization's email address.
Contract ID	This is a unique code provided by LogicNets to your organization as a credential to indicate that you have a valid subscription with LogicNets for the AUC service and to determine if your organization has available consultation capacity to enable consultation processing by its users. The system generates this code when an organization is created and it cannot be changed.
Sponsor	This field only shows when your organization is being sponsored by a patron organization. If your organization is sponsored, it will use the AUC consultancy capacity of the patron organization.

Remember to click Save to save your changes.

Users

This section allows you to add AUC Portal users to your organization. When you add or remove a user, the system sends an email notification to that user and the email contains a link to the AUC Portal.

Users can be a member of multiple organizations and can have different roles for each organization. When the user is member of multiple organizations, a dropdown box shows at the top-right of the screen that allows that user to switch between the different organizations of which they are a member. When a user is the organization administrator, the dropdown menu will show the name of the organization in the dropdown menu and [administrator] next to the dropdown menu.

Add a User

To add a new user to an organization for which you are an administrator, go the Users section under My Profile and click the '+' button under the grid. Enter the user's information.  Note: Those users added to an organization by an administrator do not need to have an account in the system to be added by the administrator. However, when that user does create an account, they must use the same user ID as specified by the administrator.

User ID	This is the unique identifier for each portal user.
Role	This is the role of the user. Selecting Admin allows the user to set and maintain your organization's system configuration.
NPI	This is the NPI of the user. All physicians in the system must have a valid NPI. If you are creating an account for another user, it is not mandatory that you enter an NPI for that user. However, if you enter the NPI the user will be classified as an ordering physician, which would allow you to set up proxy relations for the user.
Remarks	This is a read-only field in which the system can present status messages about the user’s account.

When you add a user the system sends an email to the user. The email contains the logon URL for the AUC Portal, and the system prefills the user's ID when they open the link.

Delete a User

To remove a user from an organization for which you are an administrator, go to the Users section under My Profile and click the '-' button next to the user you want to remove. When you remove a user the system sends that user an email telling them they have been removed.

Remember to click Save to save your changes.

Proxy Relations

This section allows provider and imaging center organizations to set up proxy relations for the ordering physicians in their organizations. Proxy relations allow other staff members in your organization to serve as an ordering proxy for the ordering physicians. Note: In the AUC Portal, an ordering physician is a user with a current and valid NPI.

Proxy User ID	This is the ID of the user who will have proxy permissions.
Physician User ID	This is the ID of the ordering physician providing proxy permissions.
NPI	This is the NPI of the ordering physician providing proxy permissions.
Remarks	This is a read-only field.

The same proxy can be associated with multiple ordering physicians. To establish a proxy relation, select Proxy User ID and Physician User ID from the dropdown boxes in the grid row. Click the '+' button under the grid to add another row, and click the '-' button next to a row to delete that row.

All Physicians: When setting up proxy relations Admins can use the ** All physicians in this organization ** dropdown selection in the Physician User ID field as a shortcut. This indicates that the user is authorized to perform AUC Consultations on behalf of all of the physicians in the organization. It means the Admin does not have to configure each individual proxy authorization.

  

NPI holders must approve a proxy relationship set up by the organization administrator. To do this, the NPI holder logs into the AUC Portal, clicks the Settings module, and goes to the My Connections page to accept pending proxy requests. 

Remember to click Save to save your changes.

Connected Organizations

This section allows you to configure your connections with other organizations in the AUC Portal. When one organization connects to another, the AUC Portal sends an email to the administrators of that organization to notify them about the connection. 

Imaging Center

This section allows you to find imaging centers to which to connect. If your organization is a Provider organization, you can review/edit the list of Imaging Center organizations to which you want to link. When you have workflow switched on for your organization, these connected Imaging Center organizations appear in a list of the organizations to which you can submit your AUC validation results for processing. If your organization is an Imaging Center, you can review/edit the list of Provider organizations that are linked to your organization. You can also indicate for each linked Provider whether you want to sponsor the AUC consultations of that organization. If your organization is a Billing organization, you can review/edit the list of Provider and Imaging Center organizations that your organization wants to sponsor.

Remember to click Save to save your changes.

Leave an Organization

If you have been associated with an organization but you want to leave that organization, click the Leave Organization button at the top of the My Organization section. This removes you from the organization and also removes any of your proxy relations assigned to other members of that organization. 

Before removing you, the system will display a popup window asking you to confirm that you want to leave the organization. Click Continue to confirm that you want to leave.

Note: Each organization in the system must have at least one administrator. If you are the only administrator for an organization the system will not allow you to leave that organization. You must ensure there is another administrator before leaving the organization.

Delete an Organization

If you are the administrator for your organization, you can delete your organization from the AUC Portal. Be aware, however, that once an organization is deleted the action is not reversible. 

To delete an organization click the Delete Organization button at the top of the My Organization section. The system will display a popup window asking you to confirm the deletion. Click Continue to continue with the deletion. 

The system will delete the organization and associated users. It will also delete any relationships between users in other organizations and any remaining CDSM consultation capacity.