Health Care Organizations
Management Tools
Management tools are necessary to support the key Data Bank activities of querying and reporting. These tools help Data Bank Administrators and users perform such behind-the-scenes activities as creating and maintaining a practitioner (subject) database, maintaining credit cards, updating profile information, selecting notification preferences, and managing user IDs and passwords.
Administrators and Users
Querying and reporting are the main functions of the Data Bank. But to carry out these two essential functions smoothly and consistently requires underlying administrative support.
Therefore, every registered health care organization maintains a Data Bank Administrator account; that is, an individual assigned the Data Bank Administrator role. Administrative functions performed by this individual, Data Bank Administrator — and, to a limited extent, by authorized users — ensure that the Data Bank operates efficiently to meet your querying and reporting needs.
The Role of the Data Bank Administrator
The Data Bank Administrator role creates the authority for a person in each organization to manage Data Bank activities. In particular, the Data Bank Administrator role is responsible for creating and maintaining user accounts for all individuals in the organization who are querying or reporting. Other responsibilities and options of the Data Bank Administrator role are summarized in Table 1.
The Role of the Data Bank User
The main role of Data Bank users is to query and report; however, they also perform some administrative functions in maintaining and managing their own accounts. User options are summarized in Table 1.
Who Does What?
Table 1 summarizes and compares options for Data Bank Administrators and users. For more detailed information about specific options, click the links in the table.
| Data Bank Administrators | Data Bank Users | |
|---|---|---|
| Query, Report, and View Query/Report Responses | Yes* |
Yes See: About Querying, About Reporting |
| Maintain Electronic Notice of Action Preferences (State Boards Only) | Yes See: Update Profile Information |
No |
| Create User Accounts | Yes | No |
| Edit and Delete User Accounts | Yes See: Update Profile Information |
No |
| Update (Your Own) User Account | Yes See: Update Profile Information |
Yes |
| Create, Edit, and Delete Passwords | Yes See: Manage User IDs and Passwords |
No |
| Reset Active or Expired Passwords | Yes See: Manage User IDs and Passwords |
Yes See: Manage User IDs and Passwords |
| Reset Forgotten Passwords | Yes See: Manage User IDs and Passwords |
Yes See: Manage User IDs and Passwords |
| View Data Bank Correspondence | Yes | Yes |
| Maintain IQRS Credit Cards | Yes See: Maintain Credit Cards |
No |
| Authorize Electronic Funds Transfer (EFT) | Yes | No |
| Maintain Agent Information and Relationships | Yes See: About Authorized Agents, Designate an Authorized Agent, Find an Authorized Agent, Deactivate an Authorized Agent |
No |
| Maintain Notification Preferences | Yes See: About Notification Preferences |
Yes See: About Notification Preferences |
| View Historical Queries and Reports | Yes* | Yes |
| Enroll and manage practitioners in Continuous Query | Yes* | Yes See: Renew a Continuous Query Enrollment, Update a Practitioner Profile in Continuous Query, Cancel a Continuous Query Enrollment |
| Activate Continuous Query | Yes See: Activate Continuous Query |
No |
| View Billing History | Yes* | Yes See: View Billing History |
| Create and Maintain Practitioner Database | Yes* | Yes See: About Practitioner Database, Create and Maintain a Practitioner Database |
| Renew Registration | Yes See: Renew Registration |
No |
* Data Bank Administrators that have not undergone identity-proofing will not have these capabilities.
