Facets Overview and Navigation User Guide

Page 1
Figure 1

Facets Overview
and Navigation

Lesson Objectives
In this Lesson, you will:
Be introduced to Facets Product Navigation
window
Be introduced to Facets Application Groups
Learn how to select and use Facets
applications
Learn how to open and close Facets
applications
Learn how to make selections using the mouse
and keyboard
Learn how to enter data using dialog boxes and
text-entry fields
Be introduced to Facets messages
Learn how to change your Facets password

Facets Overview and Navigation Sierra/Facets 2.81 Training Manual

Page 2 Sierra Health Services, Inc.

Document Tracking: SMEs: B. Frost / T. Kent / Tech Writer: F. Holliday / Effective Date: 9/8/99/ File Name: Facets Overview and Navigation

Lesson Content
Facets Overview and Navigation ___________________________________ 1
Lesson Objectives _________________________________________________________ 1
Lesson Content ___________________________________________________________ 2
Facets Overview _____________________________________________________4
What is Facets? _________________________________________________________ 4
Why the Change? ________________________________________________________ 4
Facets Implementation Overview____________________________________________ 5
Introduction to Main Applications_______________________________________6
Accounting Applications Group______________________________________________ 6
Applications Support Group ________________________________________________ 7
Billing Applications Group__________________________________________________ 8
Capitation/Risk Allocation Applications Group __________________________________ 9
Claims Processing Applications Group________________________________________ 9
Commission Applications Group____________________________________________ 10
Criteria Maintenance Applications Group_____________________________________ 11
Customer Service Applications Group _______________________________________ 12
Dental Plan Applications Group ____________________________________________ 12
Dental Provider Agreement Applications Group________________________________ 14
Medical Plan Applications Group ___________________________________________ 14
Medical Provider Agreement Applications Group_______________________________ 16
Pricing Profile Applications Group __________________________________________ 16
Provider Applications Group_______________________________________________ 17
Subscriber/Member Applications Group______________________________________ 17
Utilization Management Applications Group___________________________________ 18
Opening and Closing Facets __________________________________________19
Step-By-Step ____________________________________________________________ 19
Step 1: Open Facets____________________________________________________ 19
Step 2: Maximize Facets Windows_________________________________________ 22
Step 3: Close Facets Applications _________________________________________ 23
Step 4: Close Out of Facets ______________________________________________ 23
Exploring the Product Navigation Window ______________________________25
Product Navigation Window Definitions ________________________________________ 26
Application Groups List Box _______________________________________________ 26
Applications List Box_____________________________________________________ 26
Open Forms List Box ____________________________________________________ 26
Open Button ___________________________________________________________ 26
Exit Button_____________________________________________________________ 26
Switch To Button________________________________________________________ 26
Close Form Button ______________________________________________________ 27
Menu Options ____________________________________________________________ 27
Types of Fields ___________________________________________________________ 27
Free-Form Field ________________________________________________________ 27
Drop-Down Field________________________________________________________ 27
Sierra/Facets 2.81 Training Manual Facets Overview and Navigation

Sierra Health Services, Inc. Page 3

Document Tracking: SMEs: B. Frost / T. Kent / Tech Writer: F. Holliday / Effective Date: 9/8/99 File Name: Facets Overview and Navigation
Grid Table Field ________________________________________________________ 29
Integrateable Grid Field __________________________________________________ 29
Other Screen Elements ____________________________________________________ 29
Dialog Box ____________________________________________________________ 29
Pop-up Menu __________________________________________________________ 30
Sections List Box _______________________________________________________ 30
Static Area ____________________________________________________________ 30
Grid and Text-Out Areas _________________________________________________ 31
Changing Your Facets Password ______________________________________32
Facets Messages ___________________________________________________33
Information Messages ___________________________________________________ 33
Question Messages _____________________________________________________ 33
Warning Messages _____________________________________________________ 33
Error / Critical Messages _________________________________________________ 33
Facets Overview and Navigation Skill Builder ____________________________34
Objectives ____________________________________________________________ 34
Exercise______________________________________________________________ 34

Figure 1 - Facets Applications Hierarchy ___________________________________________ 6
Figure 2 - Opening Facets _____________________________________________________ 19
Figure 3 - Facets Logon Dialog Box______________________________________________ 20
Figure 4 - Facets Product Navigation Window______________________________________ 20
Figure 5 - Procedure for Maximizing Facets Windows ________________________________ 22
Figure 6 - Closing Facets Applications ____________________________________________ 23
Figure 7 - OK to Log Off Product? _______________________________________________ 24
Figure 8 Product Navigation Window ___________________________________________ 25
Figure 9 - Illustration of Drop-Down and Free-Form Text Fields ________________________ 28
Figure 10 - Illustration of Grid Table and Integrateable Grid Fields ______________________ 28
Figure 11 - Dialog Box Sample__________________________________________________ 29
Figure 12 - Static Area; Sections and Transfer List Box Illustration ______________________ 30
Figure 13 - Grid and Text-Out Areas Illustration_____________________________________ 31
Figure 14 - Change Password Dialog Box _________________________________________ 32




Facets Overview
What is Facets?
Facets is an integrated health care management system designed
to handle the complex requirements of managed care programs.
It is a comprehensive client/server based system that integrates
eligibility, provider and plan/product data to efficiently process
claims, utilization management, reviews, case management and
customer service information. Facets also handles premium
billing, commissions, capitation, and reporting needs. Facets is a
modular system, allowing Sierra to select components to meet its
key business needs.
Facets includes an extensive range of detailed processing and
maintenance applications that enable Sierra to control many
aspects of managed health care functions. A friendly graphical
interface provides a comfortable look combined with ease of use.
The interface was designed to follow Microsoft Windows 95
standards to facilitate training and increase productivity.
Facets accesses data through stored procedures and commands
that provide numerous levels of security and control. User
privileges are specifically controlled through the Facets network of
security. A group or individual is assigned a security profile that
allows access to specific areas of the system and various job-
related abilities within those areas.
Why the Change?
Sierra Health Services, Inc. had to move to the next generation of
managed care systems, one that could be relied on to meet
rapidly changing business demands well into the next century.
Our goal was to replace the Trident system with a new system
that would accomplish several objectives:
Be able to process into the year 2000 and beyond.
Increase functionality for core operational functional
requirements.
Integrate current systems, UM, and claims payments.
Integrate separate databases created in individual
departments (sharing of information).


Associate with strong vendors who continuously improve
product functionality as part of their regular enhancements.
Provide a base system that requires minimal attention of
internal IS staff.
Facets Implementation Overview
The Facets project was initiated in J anuary 1998. We immediately
went into an urgent mode of staffing for the project. The Facets
Implementation Project Team was put in place. This team
comprised staff from each of the major operating areas to be
affected by the new system. The Facets Implementation Project
Team was put through a series of classes to prepare them for the
project. Management and Team Leads were put in place and
trained first. Additional project team members were then added to
the project and given detailed system transaction training on
Claims, Utilization Management, Benefit Plans, Billing,
Commissions, Capitation, Customer Service, and Security.
Technology Management, Inc. (a consulting firm) was hired to
facilitate the implementation through assistance with project
management and strategic decision making related to system
configuration and related topics. This staff participated with Sierra
management and Erisco staff to put together a project workplan
that was specific to Sierra Health Services, Inc.



Introduction to Main Applications
Facets is an integrated program built on a modular system of like
applications. Each application comprises several sections and
subsections. Once you understand this process, navigating
Facets becomes much easier.

Figure 2 - Facets Applications Hierarchy
The following are Facets application groups and related
applications:
1

Accounting Applications Group
The Accounting group of applications forms the foundation for
claims and capitation check processing. These applications allow
you to establish separate lines of business to associate with
specific plans and claims or capitation payors. You may also
maintain information about the corporate bank accounts from
which claims or capitation payments are drawn.

1
Based on your security profile, not all of the application groups may be available to you.


Applications included in the Accounting group of application are
the following:
1. Accounting Description
2. Accounting Period
3. Bank Account
4. Check Numbering Process
5. GL Account Mapping
6. Line of Business
7. Payment
8. Payment Reductions
9. Payor
Applications Support Group
The Application Support group of applications serves as a central
library for all the codes and standard information that is entered
into Facets on a regular basis. Each application maintains a
specific type of information that displays as field selections
throughout many application groups, such as Customer Service,
Provider, Subscriber/Family, and Utilization Management.
Applications included in the Application Support group of
applications are the following:
1. Accumulator Descriptions
2. Bank Data
3. Clinical Procedure Code Ranges
4. Component Description
5. Confinement Service Setup
6. Dental Category Description
7. Dental Procedure Descriptions
8. Dental Utilization Code Descriptions
9. Diagnosis Codes
10. Explanation Codes
11. Hospital Bill Code Definition
12. Hospital Frequency Code Definition



13. ICD-9 Procedure Codes
14. MDC Code Description
15. Place of Service Description, Medical
16. Place of Service Description, Dental
17. Procedure Codes
18. Product Category Definition
19. Report Category Description
20. Revenue Codes
21. System Codes
22. Tooth Chart Code Descriptions
23. User Warning Messages Description
24. User-Defined Codes
25. Audit Information
(Audit Information is available via a Transfer)
Billing Applications Group

Use the Billing group of applications to apply billing to different
billing types. Facets allows you to set up the billing entity, assign
the entity to a group, define and calculate fees, define discounts
and discretionary items, create a summary for the entity, and
create statements and reports for subscriber-based billing and
self-administered billing.
The applications available in this group are:
1. Batch Receipts
2. Bill Adjustments
3. Billing Carriers
4. Billing Entity
5. Billing Group
6. Billing Message Definition
7. Billing Profile
8. Billing Summary
9. Delinquency Definition


10. Discount Calculation
11. Discount Definition
12. Discretionary Billing Items
13. Fee Calculation
14. Fee Definition
15. Receipt History
16. Receipt Processing
17. Self-Billed Processing
Capitation/Risk Allocation Applications Group
Use the Capitation/Risk Allocation group of applications to
establish and control the information necessary to process claims
for members with capitated service agreements and then direct
payments and/or allocate funds to the appropriate service
providers.
1. Average Member Premium
2. Batch Control Parameters
3. Capitation Inquiry
4. Capitation Pool Description
5. Capitation Schedule Definition
6. Claim/Encounter Mapping
7. Cycle Description
8. Fund Definition
9. Lifestyle Rate Factor
10. Manual Capitation Adjustment
11. Supplemental Capitation Rates
Claims Processing Applications Group
The Claims Processing applications group enables you to record,
process, track and run inquiries on hospital and medical claims.



1. Claims Inquiry
2. Dental Claim Line-Item History
3. Dental Claims Electronic Log
4. Dental Claims Logging
5. Dental Claims Processing
6. External Claims Editing
7. Hospital Claims Electronic Logging
8. Hospital Claims Logging
9. Hospital Claims Pre-Pricing
10. Hospital Claims Processing
11. Medical Claims Electronic Logging
12. Medical Claims Logging
13. Medical Claims Pre-Pricing
14. Medical Claims Processing
15. Payment Drag Override Processing
16. Pended Claims Release Parameters
Commission Applications Group
The Commission applications group allows you to define and
maintain commission information for agents and brokers who sell
plans to policyholders. You can identify commission entities, enter
detailed commission entity information, define commission
payment methods, assignments, schedules and agreements,
establish affiliations between commission entities and related
insurance carriers, and enter manually calculated commission
adjustments, such as advances, payments and bonuses.

1. Affiliated Carrier
2. Commission Adjustments
3. Commission Arrangement
4. Commission Entity
5. Commission Inquiry


6. Commission Schedule
7. Commission Summary
8. Common Commission Entity
9. Entity Type Definition
Criteria Maintenance Applications Group
The Criteria Maintenance group of applications lets you set up the
evaluation criteria that you need during utilization review, clinical
editing, and capitation processing to help you make authorization
decisions based on established medical criteria.
The applications in this group are:
1. AE Criteria by Diagnosis
2. AE Criteria by Procedure
3. Alternate Criteria Definition
4. Clinical Editing Criteria
5. Clinical Organ/Disease Panels
6. CPT-4 to ICD-9 Conversion
7. CT/SC/DI Criteria
8. Diagnosis Criteria M&R
9. Diagnosis Edit Criteria
10. Length of Stay by Diagnosis
11. Length of Stay by Procedure
12. Length of Stay Conversion
13. Medical Admission Criteria
14. Optimal Recovery Guidelines
15. Procedure Criteria M&R
16. Procedure Edit Criteria
17. Same Day/Follow-Up Procedures
18. SSO Waiver Criteria
19. Surgical Admission Criteria
20. Surgical Indications M&R



Customer Service Applications Group
The Customer Service group of applications allows you to
administer appeals, record correspondence such as inquiries
between the MCO and its clients or state regulatory agents, and
channel inquiries about practitioners and facilities.
1. Appeals
2. Appeals Contact
3. Appeals Reviewer
4. Channeling
5. Customer Service
Dental Plan Applications Group
The Dental Plan group of applications holds information about the
dental plans offered and administered by your organization. Each
application in this group holds details of an integral dental plan
component.
The applications available in this group are
2
:
1. Administrative Information
2. Administrative Rules, Dental
3. Area & Industry Rate Factors
4. Alternate Funding Rules
5. Automatic Action Criteria
6. Benefit Summary
7. Billing Component
8. Class/Plan Definition
9. COB Rules
10. Component Prefix Descriptions
11. Conversion Factor Definition, Dental

2
You will find the provider agreement applications related to medical provider agreements in the
Medical Provider Agreement applications group and the provider agreement applications related
to dental provider agreements in the Dental Provider applications group.


12. Covering Provider Set application
13. Deductible Rules
14. Dental Category Payment
15. Dental Category Related Parameters
16. Dental Category Rule Definition
17. Dental Category Waiting Period
18. Dental Procedure/Category Conversion
19. Dental Utilization Edits
20. Duplicate Claim Rules, Dental
21. EOB Information
22. Group Administration Rules
23. In Area ZIP Codes
24. Limit Rules
25. Network Set
26. Other Party Liability
27. Plan Descriptions
28. Premium Rate Table
29. Procedure Definition, Dental
30. Procedure Payment, Dental
31. Procedure Pricing, Dental
32. Processing Control Agent
33. Product
34. R&C/Schedule, Dental
35. Trend Rate Factors
36. Unit Value Pricing Definition, Dental
37. User Warning Messages
38. Volume Calculation
39. Volume Reduction Calculation
40. Warning Messages
41. Zip Code Area Definition



Dental Provider Agreement Applications Group
The Dental Provider Agreement applications group is used to
establish or edit an agreement between participating providers.
The applications in the Dental Provider Agreement applications
group are:
1. Agreement, Dental
2. Category Discounts
3. Prompt Payment Discount
Medical Plan Applications Group
The Medical Plan group of applications holds information about
the health plans that are offered and administered.
Each application in this group holds details of an integral plan
component:
1. Administrative Information
2. Administrative Rules, Medical
3. Alternate Funding Rules
4. Area & Industry Rate Factors
5. Automatic Action Criteria
6. Benefit Summary
7. Billing Component
8. Claim Interest Rates
9. Claim/UM Matching Parameters
10. Class/Plan Definition
11. Clinical Editing Admin Rules
12. COB Rules
13. Component Prefix Descriptions
14. Conversion Factor Definition, Medical
15. Covering Provider Set
16. Deductible Rules
17. Duplicate Claim Rules, Medical


18. Duplicate UM Rules
19. EOB Information
20. Group Administration Rules
21. HCFA AAPCC Rate Table
22. HCFA Rate Factors
23. In Area Zip Codes
24. Limit Rules
25. Network Set
26. Other Party Liability
27. Plan Descriptions
28. Premium Rate Table
29. Processing Control Agent
30. Product
31. R&C/Schedule, Medical
32. RBRVS Zip Code Area
33. Service Code Conversion
34. Service Conversion Description
35. Service Definition
36. Service ID Descriptions
37. Service Payment
38. Service Pricing
39. Service Related Parameters
40. Service Rule Definition
41. Service/Procedure Conversion
42. Service/Revenue Code Conversion
43. Supplemental Procedure Conversion
44. Supplemental Revenue Code Conversion
45. Trend Rate Factors
46. UM Service Group
47. Unit Value Pricing Definition, Medical
48. User Warning Messages



49. Volume Calculation
50. Volume Reduction Calculation
51. Warning Messages
52. Zip Code Area Definition
Medical Provider Agreement Applications Group
The Medical Provider Agreement applications group is used to
establish or edit an agreement between participating providers.
The applications in the Medical Provider Agreement applications
group are
3
:
1. Agreement, Medical
2. Auto Room Type
3. DRG Rules
4. Exclusions
5. Procedures
6. Prompt Payment Discount
7. Stoploss
Pricing Profile Applications Group
The Pricing Profile group of applications establishes the pricing
contracts agreed upon between practitioners, facilities, networks,
and MCOs.
1. Conversion Factor Profile, Dental
2. Conversion Factor Profile, Medical
3. DRG Profile
4. Fee Schedule Profile, Dental
5. Fee Schedule Profile, Medical
6. Room Type Profile

3
You will find the provider agreement applications related to medical provider agreements in the
Medical Provider Agreement applications group and the provider agreement applications related
to dental provider agreements in the Dental Provider applications group.


Provider Applications Group
The Provider group of applications holds information about the
providers who contract to deliver health care services to eligible
enrollees. Facets distinguishes each provider as either a
practitioner, facility, IPA, or provider group.
1. Common Practitioner
2. Facility
3. IPA
4. Network
5. Network Area
6. Network Group
7. Practitioner
8. Provider Group
9. Provider Notes
10. Provider Related Entity
11. Quick Facility
12. Quick Practitioner
13. Quick Provider Group
Subscriber/Member Applications Group
The Subscriber/Member group of applications holds information
about the individuals and employer groups who participate Sierra's
health plans. These individuals are called either members or
subscribers.
1. Area
2. COB Carrier
3. Eligibility Inquiry
4. Enrollment
5. Family Accumulator
6. Group



7. Institutions for Medicare Risk
8. Mass PCP Changes
9. Mass Plan Change
10. Member Accumulator
11. Member Notes
12. Parent Group
13. Quick Member
14. Quick PCP
15. Rating Inquiry
16. Related Entity
17. Responsible Person
18. Subgroup
19. Subscriber Notes
20. Subscriber/Family
Utilization Management Applications Group
The Utilization Management group of applications automates the
processing of pre-authorizing health care treatment prior to
delivery, allows inquiries about multiple reviews without opening
the reviews themselves, and tracks case management activity for
each episode of care.
1. Case Management
2. Prospective UM
3. Provider Case Fees
4. UM Inquiry
5. UM Logging



Opening and Closing Facets
Before running any Facets application, you must first open the
Facets program itself.
Step-By-Step
Step 1: Open Facets
1. Click the Start button on your Taskbar to open the Start menu.
2. Click on Facets Client in the Start menu.
A blank Erisco Facets window opens on your screen.
3. Choose File/Open Database.

Figure 3 - Opening Facets
4. Double-click on click faprod.pzb in the File name: list box.
The Logon dialog box is now displayed.



Figure 4 - Facets Logon Dialog Box
5. Enter your User Id and Password, then press Enter.
Note: Both your User Id and Password are case sensitive.

The Erisco Facets Product Navigation window opens displaying
three sections: Applications, Application Groups, and Open Forms

Figure 5 - Facets Product Navigation Window
6. Select the application group you want by clicking on its name
in the Application Groups list box.


7. Select the application you want by double-clicking on its name
in the Applications list box.



Step 2: Maximize Facets Windows
To make sure that you view all of the fields, buttons, scroll bars,
and other objects for each Facets window, screen, and dialog
box, you must maximize the view of your screen.
1. To maximize Facets, open the Facets Product Navigation
window as described in Step 1 above.
2. Choose Window/Open Forms/Maximized on the Erisco
Facets menu bar.
3. Click on the Maximize button on the Erisco Facets title bar.

Figure 6 - Procedure for Maximizing Facets Windows
4. Click on the Maximize button on the Product Navigation title
bar.
Note: Notice that both windows now take up the entire screen. Thus,
they are maximized.



Step 3: Close Facets Applications
1. When you are finished using individual facets applications,
close each application by choosing File/Close on the menu
bar.

Figure 7 - Closing Facets Applications
2. This procedure closes individual Facets applications and takes
you back to the Erisco Facets Product Navigation window.
Step 4: Close Out of Facets
1. To close out of Facets, choose File/Exit or click on the Exit
button located under the Application Groups list box.
2. At the Facets Ok to Log Off Product? prompt (see Figure 7),
click on the OK button.
Note: If you change your mind and do not want to log off of Facets, click
on the Cancel button on the Facets Ok to Log Off Product? prompt.



Figure 8 - OK to Log Off Product?



Exploring the Product Navigation Window

Figure 9 Product Navigation Window
The Product Navigation window is your Facets command center.
It displays all of the available Facets applications. It also displays
any open Facets forms on your desktop. You can switch to open
forms, or close them from here. Facets allows navigation with the
mouse or keyboard.

Minimize - Reduces the open window
to the Taskbar Titlebar
Lists the name of the
open application
Menubar
Each menu provides a
drop-down list of
commands
Application Groups
Lists available Facets
application groups
Applications
Lists specific
applications
available with
in the selected
group of
applications
Maximize/Restore
Enlarges open
windows to full
screen size
Close DO
NOT USE
Status Bar Displays database
and user ID names
Open Forms - Lists
open applications
Switch to button -
Opens an application
within the Open Forms
window
Exit button Closes
the database
Close Form button -
Closes highlighted
form(s)
Open button - Opens
an Application within
an Applications
Group



Product Navigation Window Definitions
See Figure 8 for illustrations of the following definitions:
Application Groups List Box
The Application Groups list box provides direct access to all
available Facets application groups. To select an application
group, double-click on the application groups name.
Applications List Box
The Applications list box lists all available applications within a
selected group of applications. To open an application, double-
click on the application name.
Open Forms List Box
The Open Forms list box displays a list of all of the forms that are
open on your desktop. The forms listed here are not dependent
on the other selections in the Product Navigation window; the
Open Forms list shows all of the forms you have open in Facets,
regardless of which applications they belong to.
Open Button
Instead of double-clicking the application you want to open, you
may highlight your selection and click on this button to open the
application.
Exit Button
Click this button to exit Facets.
Switch To Button
Click this button to switch from the Product Navigation window to
the form you selected in the Open Forms list box. Switching to an
open form does not close any forms in the list; it simply moves the
form you selected to the front of your other open windows.


Close Form Button
Click this button to close the form you selected in the Open Forms
list box.
Closing a form does not close the Product Navigation window; it
only removes the form from the Open Forms list box.
Menu Options
When you choose an item on the Menubar, a drop-down menu
appears allowing you to select from a list of commands.
Commands appearing in black are accessible to you; options that
are grayed out are not.
Types of Fields
There are four types of text entry fields in which you enter data:
free-form, drop-down list, grid table, and integrateable grid fields.
The type of function you are performing determines the type of
field in which you will enter data.
Refer to Figures 8 and 9.
Free-Form Field
A free-form field is used to enter text. You may enter letters,
numbers, or both, depending on the properties of the field. Once
you have typed your text, you may advance from one field to the
next by pressing the Tab key or by clicking in the next field with
your mouse. Pressing Shift + Tab takes you to the previous field.
Many computer applications refer to this type of field as a text-
entry field.
Drop-Down Field



A drop-down field allows you to select from a list of choices that
appears when you click on the down-arrow. You make your
selection by clicking on the appropriate choice in the drop-down
list.

Figure 10 - Illustration of Drop-Down and Free-Form Text Fields

Figure 11 - Illustration of Grid Table and Integrateable Grid Fields
Drop-Down Field
Used to enter data
contained in a
drop down list
Down Arrow
Used to access the
drop down field list
Drop-Down Field
List Displays after
clicking the drop-
down arrow
Free-Form
Field Used
to enter text in
any format
Grid Table Field
Used to add data
one line at a time
Integrateable
Grid Field
Used to add
multiple lines of
data
Drop-Down Menu
Displays command
options


Grid Table Field
A grid table field is used to add data one line at a time (refer back
to Figure 10).
Integrateable Grid Field
An integrateable grid field is used to add multiple lines of data
(refer back to Figure 10).
Other Screen Elements
Dialog Box
In a graphical user interface environment such as Facets, a
special window is displayed by the system or application to solicit
additional information before activating a selected command. This
window is called a dialog box. For example, notice the ID Card
Request dialog box shown in Figure 11.

Figure 12 - Dialog Box Sample

Sections List Box
Lists application
sections
Transfer List Box
Transfer to you to
another application
Dialog Box
Request specific
information



Pop-up Menu
A Pop-up menu is a command menu that is displayed on top of
the existing screen text or image. When the item is selected, the
menu disappears and the screen is restored.
Sections List Box
The Sections list box contains a list of application section choices.
For example, notice the list of sections displayed in the sections
list box in Figure 12. (The word Indicative is highlighted because
that is the section being displayed.)
Static Area
The Static area is a text area on the left margin of all application
screens that displays specific information about the activity in the
open application. For example, in the Case Management
application, the static area displays Case Management ID,
Primary User ID, Next Review Date, and Status. Ultra Blue
messages indicate the existence of notes and cases (see Figure
12).

Figure 13 - Static Area; Sections and Transfer List Box Illustration
Static Area
Sections and
Transfer List Boxes


Grid and Text-Out Areas
When primary information is displayed in rows within a grid, more
detailed information is displayed in a text-out area below the grid
as each row is highlighted. To highlight a row in a grid, use your
mouse to click on the row or tab to the grid and use the and
arrow keys. For example, in Eligibility Inquiry, a grid displays a
row for each members eligibility status. Detailed information for
each row can be viewed below the grid (see Figure 13).

Figure 14 - Grid and Text-Out Areas Illustration

Grid Area
Text Out Area



Changing Your Facets Password
Changing your password is an easy procedure but must be done
with caution.
If you share a computer with others in your department and
all of you use the same password, do not change the
password without you managers approval.
If you have not been given explicit permission from your
Manager or IS to change your password, then dont
change it.
1. Sign onto Facets in your usual manner.
2. From the Product Navigation window, choose Option/Change
Password; or press Alt + P, C.
The Change Password dialog box displays (see Figure 14).

Figure 15 - Change Password Dialog Box
3. Enter your current password in the Old field.
4. Enter your new password in the New field.
5. Re-enter your new password in the Retype field.
6. Click the OK button or press Enter when done. Your new
password is now activated.



Facets Messages
Facets displays four different types of messages:
Information Messages
Visually identified by a blue icon with the letter i inside,
information messages tell you the results of the command you just
chose. They are "FYI" in nature; that is, they are for informational
purposes only. When an information message pops up, Facets
asks you to acknowledge it by clicking OK or Yes.
Question Messages
Visually identified by a green sign with a question mark, question
messages ask you to confirm the action you just chose before you
can proceed. When a question message pops up, Facets waits
for you to answer it by clicking the appropriate response button.
Warning Messages
Visually identified by a yellow sign with an exclamation mark,
warning messages alert you to an error or situation that requires
you to make some sort of decision and/or input before proceeding.
Warning messages are more severe than information and
question messages because they pop up when you choose an
action with potentially destructive or irreversible consequences.
Error / Critical Messages
Visually identified by a red stop sign, error messages (also
referred to as critical messages) alert you to serious system-
related or application-related problems that must be corrected
before you can continue working in Facets. Error messages will
disable you from continuing your work before resolution of the
error. Often, after you click OK to acknowledge an error message,
Facets will close the application and you will need to open it again
to continue your work.




Facets Overview and Navigation Skill Builder
Objectives
You will review:
How to use the Facets Product Navigation window
How to select applications through Facets Application
Groups
How to select and use Facets applications
How to open and close Facets applications
How to make selections using the mouse and keyboard
How to enter data using dialog boxes and Free-form, Drop-
down, Grid table, and Integrateable fields
How to review Facets messages
How to change your Facets password

Exercise
Complete the following:
1. TBA

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Facets Overview and Navigation User Guide

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