Practice Onboarding

Practice Onboarding

Info
This article describes the onboarding process for the New RISE Registry.

Practice Onboarding - Introduction

The onboarding process for the New RISE Registry includes adding practice, Electronic Health Information (EHR) information, and clinician details. To complete onboarding, practices must gather and submit the following information:
  1. The practice’s Tax Identification Number (TIN).
  2. Addresses for all practice locations.
  3. National Provider Identifiers (NPIs) for all clinicians in the practice.
    1. You may click the link to the NPPES NPI registry to find a clinician’s NPI.
  4. Email addresses for each user and clinician. (Must be a unique email for each user)
  5. The ACR Member ID of all clinicians in the practice. (one ACR/ARP member is required)
  6. Practice to confirm that all users have an ACR account. Don’t have an account? Create one here.
  7. Identification of the individual(s) authorized to sign the Master Participation (MPA) and Data Use Agreements (DUAs) on behalf of the practice.
  8. Details about the Electronic Health Record (EHR) system in use, including vendor name and version.

The onboarding process consists of 5 steps:
  1. Add Practice: Add practice details
  2. Register Clinicians: Add clinicians to the practice
  3. Confirm Eligibility: Confirm eligibility to sign the Master Participation Agreement (MPA) for the practice
  4. Agreement: Review and sign the MPA
  5. Finish: You are finished with onboarding!

The onboarding process should be completed by one designated individual who will serve as the Practice Manager. This person:
  1. May be a practice manager/administrator and/or a clinician. 
  2. Is not required to be the authorized signatory for legal documents.
  3. Will be responsible for adding all clinicians to the practice during onboarding.
  4. Will also be able to add additional providers and administrative users after onboarding is complete.

Note: The Practice Manager should be someone familiar with the practice’s structure and operations to ensure a smooth onboarding experience.

Pro Tip: You can save your practice onboarding details at any time by clicking Save and continue later.




Practice Onboarding - Sign Up

To onboard a new practice, follow these steps:
  1. Go to the New RISE Registry
  2. Click Let’s get started!
  3. Enter your First Name, Last Name, Email, Password and Confirm Password. 
  4. Click Sign up
  5. Enter your email address and password.
  6. Click Continue.
  7. Enter your phone number (that accepts SMS messaging) and click Continue.
  8. Enter the 6-digit code that was sent by text and click Continue.
Note: Multi-Factor Authentication (MFA) is necessary to adhere to modern security standards and protect sensitive data. MFA adds extra layers of verification, requiring two or more factors from different categories (e.g. password and phone). 







Practice Onboarding - Add Practice Details

The self-service practice onboarding workflow is optimized for small practices (15 or fewer clinicians.) If your practice exceeds this clinician count you may continue or you may contact the RISE team for a personalized experience. You may contact the ACR RISE team by email at: RISE@rheumatology.org.

Follow these steps to add your practice:
  1. Click Get Started to add a new practice.
  2. Select your EHR from the dropdown.
    1. If you selected a listed EHR, click Continue, and proceed to step 3.
    2. If you selected Other EHR System, you will be directed to a form to be contacted in the future. Enter your Practice Name, Contact email address, Practice Address, Contact First Name, Contact Last Name, Current EHR System, and click Submit.
  3. Select your practice type
    1. Small Community Practice, 15 or fewer clinicians
    2. Large Community Practice, more than 15 clinicians
    3. Super Group, a network of multiple community practices operating under a single legal entity with more than 15 clinicians
    4. Healthcare Organization, including Academic Medical Centers, Hospital Systems, or other large integrated healthcare entities
  4. Provide the following information:
    1. Practice Name
    2. Practice TIN
    3. Confirm Practice TIN
    4. Enter Address
    5. Enter City
    6. Select State
    7. Select Country
    8. Enter Zip code
  5. Click Next

Pro Tips: 

At each step of the onboarding process, you may click Save and continue later to save your progress. 
To add another location, click Add Another Address.
To add another practice, click Add a new practice.









Practice Onboarding - Add Clinicians

Follow these steps to add clinicians:
  1. Search for a clinician by entering the NPI number in the Clinician NPI field.
    1. You may also click the link to the NPPES NPI registry to find a clinician’s NPI. 
  2. Select the clinician from the list.
  3. Enter the clinician’s Email Address. This must be a unique email address. Shared email addresses cannot be used.
  4. Confirm the NPI. 
  5. Select the Primary Role:
    1. Individual clinician: Can view and manage their own account and performance data. Has access to aggregated practice-level insights but cannot view or edit other users' details.
    2. Clinician supervisor: A clinician with visibility into all clinicians in their practice. Can view performance data for all clinicians (including their own) to support oversight and quality improvement but cannot manage user accounts.
    3. Practice manager: Manages a specific practice. Can add/edit clinicians and users within the practice and view practice-wide data—excluding identifiable patient information. This role may be held by a clinician who can access their own performance data.
  6. Enter the ACR/ARP Member ID or check the box indicating that the clinician is not an ACR/ARP member.
    1. Each practice must have at least one clinician who is an active ACR/ARP member.
    2. If unsure of ACR/ARP ID, log in to the ACR account to find the ACR Member ID. 
  7. Click Add another clinician to add another clinician.
  8. After adding all clinicians, click Next.






Practice Onboarding - Confirm Eligibility and Agreement

Follow these steps to confirm eligibility and complete the Master Participation Agreement (MPA):
  1. Check an option to indicate if you are legally authorized to sign the MPA:
    1. If Yes, review the acknowledgement and click Next.
      1. Click the Master Participation Agreement link to view, complete the required fields, and sign the agreement via DocuSign.
      2. Click Next after reviewing and signing the agreement.
      3. Click Finish and await confirmation of ACR countersignature and next steps.
    2. If no, enter the authorized person’s First name, Last name, email address and click Next. The system will send an email to the authorized person with instructions to complete the authorization and agreement step. 







Practice Onboarding - Continue Onboarding Progress

Follow these steps to continue onboarding after exiting the workflow or clicking Save and continue later: 
  1. From the My Practices landing page on the ACR RISE Registry dashboard, locate your in-progress practice. 
  2. Click the kebab menu (three vertical dots)  
  3. Click Continue Onboarding Progress (this will take you to the last completed step of the onboarding process) 



Practice Onboarding - EHR Access Authorization/Integration

After the MPA is countersigned by the ACR, you will be contacted by IQVIA and/or Redox by email with instructions about how to authorize access to your EHR, and any other actions you need to take to establish a connection to your EHR. 





NotesIf you have questions, contact us at RISE@rheumatology.org.