Important First Steps and Useful Information-Individual User Checklist

Individual User Checklist

Pdf Summary

This document is a checklist for new and ongoing individual users in an NCDR registry. Its purpose is to help users set up secure access, understand their responsibilities, and know where to find registry resources.

It has four main sections:

1. <strong>Secure account and complete profile</strong>
   - Verify and maintain accurate profile information.
   - Use a secure, individual password and never share credentials.
   - Confirm registry permissions and responsibilities match the assigned role.
   - Review communication/user preferences.
   - Recheck profile and access at least twice a year or whenever details change.

2. <strong>Understand facility registry workflow</strong>
   - Learn your role in the data cycle, such as case identification, abstraction, validation, correction, submission support, report review, or quality improvement.
   - Confirm whether the facility uses the ACC online tool or an NCDR Certified Software Vendor.
   - Record the workflow method and contact person.
   - Review submission deadlines, registry specifications, support documents, and data quality report processes.
   - Protect registry data and follow privacy and security rules.

3. <strong>Build role-specific knowledge</strong>
   - Access the QII Learning Center.
   - Complete required onboarding education before independent work.
   - Review case scenarios, education updates, registry calls, newsletters, dashboards, and metric results.
   - Know how to ask for help through internal contacts or NCDR support.

4. <strong>Maintain an ongoing routine</strong>
   - Ongoing: protect credentials and confidential information.
   - When changes occur: update profile and notify the Site Manager.
   - Monthly: review announcements, education, and upcoming calls.
   - Before deadlines: finish assigned work and respond to validation or correction requests.
   - After reports are released: take part in dashboard and quality improvement reviews.
   - Twice yearly: verify profile, permissions, and training needs.

The checklist ends with signature lines for the user and supervisor, plus links to current public resources.

Keywords

NCDR registry

secure account

individual password

profile verification

facility workflow

data submission

role-specific training

QII Learning Center

quality improvement

registry resources