Related to Product: SectyrHub 340B
Applies to: Service Providers, System Users, Covered Entity Users
Description: This article explains the workflow for the Indigent Care Agreement workscreens accessed from the Covered Entity level. The purpose of a workscreen is threefold:
- Store related documentation so everything is in one place.
- Confirm that the documentation contains key elements to meet current HRSA expectations and take note of information that is useful to know at glance.
- Set dates to alert users to review.
(Tip: Click the information icons 
available throughout the workscreen to see additional information.)
To save your work at any time, click the "Save and Continue" or “Save and Exit” button located at the bottom of the screen.
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Clicking the “Save and Continue” button will save your work while remaining on the same workscreen.
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Clicking the “Save and Exit” button will save your work then redirect you to the listing page.
Create a New ICA Workscreen:
To create a new ICA workscreen, click the "New Workscreen" button located in the top right corner of the ICA listing page. This will direct you to a new workscreen where the documents can be uploaded, and information added. Note that the workscreen must have a name in order to be saved.
To save the workscreen at any time, click the blue Save button located at the bottom of the screen.
Master Documents:
If master document workscreens have been made available to a covered entity for ICAs, the covered entity’s ICA workscreen will include the option to reference a master document. If a master document applies to the requirement workscreen at hand, select the appropriate master document workscreen name from the dropdown. This will reference the included archived and executed documents. Please note it will not reference draft documents.
Users are unable to adjust the description, type, or status of the master documents within the ICA workscreen.
If the master document workscreen was selected in error, select the correct master document from the drop-down or select None to update the workscreen.
If there are no available documents to reference, this section will be hidden within the workscreen.
Contract Document(s):
Multiple files can be added to a workscreen. It is helpful to think of the workscreen as a "portfolio" where you can store the indigent care agreement as well as its related amendments and supplemental documentation.
To add a file, click the Select Files button and select the appropriate files from your computer.
Once a file is uploaded, add an optional description as free text, select the document type (Original, Original w/ Amendment, Amendment/ Notice, Other), and set a status (Final, Archived, Draft). Note that it will default as type Original and status Draft.
To delete a file, click the red X located in the actions column.
Key Dates:
Enter key dates in their related field boxes. If the agreement is Auto-Renewing/Evergreen (renews in perpetuity), select Yes for the Auto-Renewing/Evergreen status. Set a Next Review Date once the workscreen is fully completed. When the review date is upcoming, it will create a deficiency and alert users to perform a review of the workscreen.
Compliance Elements:
Once you have confirmed that the agreement meets the specifications laid out by HRSA, check the corresponding box in the Miscellaneous section titled "Meets all compliance elements."
Key Contacts:
Enter the name and title for the signatory in the corresponding boxes.
For the government point of contact, enter the information, including name, title, email, and phone number, into the appropriate boxes.
Comments:
If there is helpful information regarding the indigent care agreement you would like to have available at a glance, it can be added as free text within the Comments box. The Comments box allows for formatting as well.
Please open a ticket if you have any additional questions or concerns. We're happy to help.
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