Option 2: The General Practitioner creates an EAM account, the Access Manager completes and approves it

Last updated: 2024-04-25 11:28

With this option the actions performed by the General Practitioner are restricted to the completion of the own user profile and the creation of an EAM account which is an absolute necessity to be retrieved by the Access Manager via the Users Overview. The Access Manager takes it from there and adds the grants to the EAM accounts of the General Practitioners, sends the access request for approval and finally approves this request.

Table of contents

The General Practitioner actions

Go back here if you want to know how to navigate to the My Profile page.

Completing the user profile and becoming an Authenticated User

The main My profile page shows the Personal information gathered during the FAS login procedure, and the list of accounts linked to your profile (Linked accounts section).

Attention: When the General Practitioner logs in for the first time, there will be no NIHDI number and the list with linked accounts will be empty too.

Now, click on your name and e-mail address on the top left of the screen to toggle a toolbar with a series of tabs: View profile, Edit profile, My Accounts and Log out. The View profile tab directs you to the My profile screen, which is the screen you are viewing now.

To complete your profile, select the Edit profile tab. The Edit tab contains two subtabs: User settings and Personal information. The red asterisks indicate required fields.

Select the User settings tab.

ATTENTION: When logging in for the first time, the User settings tab will feature a primary e-mail address field with a pre-filled default e-mail address, e.g.:

Replace this address with your professional e-mail address. This e-mail address is used to send necessary notifications to you.

DO NOT use public e-mail addresses such as @gmail.com, @live.com, @hotmail.com etc.

Confirm with the Save button.

The Personal information tab contains pre-populated information such as first name, last name and SSIN in greyed out fields. This information can't be changed. Next to this, you can provide a personal NIHDI number, or more than one, if applicable.

Use the Save button to confirm. You have now completed the fields in both User settings and Personal information tabs, which makes you known to the EAM system as an Authenticated User.

Adding and provisioning an EAM account

Return to the My profile page and select the My accounts tab.

On the My accounts page your personal information is displayed in the blue User details section, followed by a list of accounts you have created.

To add a new account, click on the Add new Account button at the bottom of the page.

The Add a new account window appears.

Complete the fields in the Add a new account window with the e-mail address you use for your organization. Then select the combination of your organization (General Practitioners) and the application (healthstat.be). This is what we call provisioning of an account.

Click on the Save button.

You will be automatically redirected to the My accounts page that has now been updated with your newly created account added at the bottom of the list. The account has received the status "Draft".

Since the General Practitioner is now connected to an organization, he or she can now be found by the Access Manager via the EAM Users Overview. Underneath is explained how that exactly works.

The Access Manager actions

Retrieving the EAM account of the General Practitioner

Click on Manage at the top left of the screen, so that the EAM menu appears. When hovering over this, the menu items EAM Users and EAM Accounts become visible. Select EAM Users.

The following page with an overview of the different General Practitioners appears. Select the GP for whom you want to request access to a project in healthstat.be. Click on the corresponding First name, Last name or SSIN.

ATTENTION: General Practitioners that not yet appear in the list have either to register via the FAS procedure and create an account (see General Practitioner actions above) or have to be added via Bulk upload (Access Manager action, see Option 3) first.

The account that has been added and provisioned by the General Practitioner will be visible now and has the Draft status. Click on the Edit button at the end of the relevant account line.

Adding grants for a project in healthstat.be

Next, click on the Add new Grant button at the bottom of the Manage grants page.

The Add a new grant window with some required fields pops up. Select the Project you want to have access to from the drop-down list. Next, select the Role and the Data level that apply to your situation. Click on the Save button.

When returning to the Account: Manage grants page you will notice that the grant is added to your account, which is still in the Draft state.

Requesting approval of EAM account with access grants for projects in healthstat.be

Next step is to request approval of the newly added account with grants, thus enabling the General Practitioner to access the specified project(s) in healthstat.be. Therefore, click on the Request approval button.

The status immediately changes to Approval.

Since you are Access Manager, you will be able to follow up swiftly and to change the Account state to Approved.

Approving EAM account with access grants for projects in healthstat.be

Click on Manage to the top left of the screen, so that EAM appears. When hovering over this, the items EAM Users and EAM Accounts become visible.

Select EAM Accounts and Approval successively.

When clicking on Approval you open the page with end-user accounts that are waiting to be approved:

There are two ways to approve these account requests:

  • By checking the selection box of the relevant account request and selecting the Approve action. Click on the Apply to selected item button to perform the action.
  • By clicking on the Edit button in the Operations column for the relevant account ...

... and subsequently on the Approve button in the Account: Manage grants screen.

The Account state changes to Approved.

After this, a fulfilment process will start to run in the background, finally resulting in an account state change to Published.

Performing a push action

If this change does not take place within a reasonable amount of time - usually between 15 minutes and up to three hours - the account could be updated by means of a "push".

Therefore, return to the accounts overview screen.

First, check the Approved account that needs to be pushed (1). Then, open the Action drop-down menu and select the Update account (push) option (2). Finally, validate this action by clicking on the Apply to selected items button (3).

In case the push action does not trigger the expected result, you need to contact our Support service.