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HealthSphere Training

Horizon BCBSNJ is pleased to provide access to the following eLearning tutorials. These online sessions will help you better understand and use our HealthSphere online health care data management tool.


HealthSphere Overview

This 11-minute HealthSphere overview tutorial covers how to access HealthSphere, Member Records, and HealthSphere privacy guidelines.

HealthSphere Overview


Hello everyone my name is Suzan Moore and I am one of the Care Transformation Coaches her at Horizon.

For today’s training I will be providing an overview on Horizon Blue Cross Blue Shield’s new data sharing platform HealthSphere.

At the end of today’s training session, users will be able to:

  • Define HealthSphere and how the platform works
  • Determine how to access the platform via the provider portal
  • And lastly, understand the privacy protocols as it relates to establishing a relationship with a patient and accessing sensitive medical data.


HealthSphere is Horizon Blue Cross Blue Shield’s new data service platform that provides a 360-view of a patient’s health record. It can assist with improving patient outcomes, lowering cost and enhancing the patient experience.

The Horizon information includes:

  • Members claims
  • Pharmacy benefit information
  • Lab results (for example from Lab Corp)
  • Risk scores
  • Hospitalization
  • Medical review and other important information


Lastly the information in the platform includes historic data recorded in the patient’s EHR.

So what can HealthSphere offer?

  • Easy access to near real-time patient information
  • It can enhance the communication between the care team members and notifications of workflow deficiencies.
  • Provide comprehensive reliable information allowing for timely interventions which will improve health outcomes.
  • Assist with proactively monitoring of Chronic Disease Management across the continuum of care.
  • It has the ability to identify gaps in care.
  • And lastly, assist with care coordination and transitions of care improvement opportunities.


So the main goal of HealthSphere is to facilitate date sharing between Horizon and its partners:

  • To improve quality of care across the continuum
  • Reduce cost of care and operational processes.
  • And to increase provider satisfaction

Now let’s discuss accessing the platform and some of the system features.

Users are able to access HealthSphere via NaviNet. Once access is granted users log into NaviNet Portal using his/her log-in credentials.


Next you would select the appropriate health plan from the dropdown which would be Horizon BCBSNJ.

Then users should click on Horizon BCBSNJ email share from the left-hand navigation. .

The radio button for share your email “YES” should already be defaulted. As shown below. Next click submit. Users will then need to sign out of NaviNet and sign back in. (Please note this step is only needed for first time log-ins).

Once back in, users will access the workflow plan menu where they will choose the HealthSphere access level assigned to him/her. As shown on slide HEALTHSPHERE L1E.

Once selected users will be taken to the area to select provider TIN he/she would like to access.

The TIN selection lands users onto the HealthSphere platform successfully from NaviNet.

Now let’s discuss some of the Privacy features you will encounter once navigating the platform.

Our patient’s privacy is very important to us and as you navigate the HealthSphere platform you may come across two types of lock icons shown below:

The first is a lock with a green plus sign which represents a privacy seal and a reason for accessing a patient’s records is required before granted.

Second is the open or unlocked icon which means the privacy seal has been broken.


If no icon is seen there are no restrictions as it relates to roles, relationship or other privacy rules for accessing the patient’s record.

So relationships, a user must break the seal if an existing date driven or circle of care relationship does not exist.

For example, if the patient is not attributed to the provider or provider TIN. The provider or care team member will have to manually create a relationship with that patient which will require them to break the seal to view the patient’s record.

If there is an established data relationship with patient for example the patient is attributed to provider or TIN. The provider or care team member will not need to break the seal to view patient’s record.

There is an additional level of privacy for accessing sensitive data which I will be discussing shortly.

A provider can also have temporary access. For example a provider may break the seal to view a patient record on a temporary basis if they are covering for another provider, providing urgent care like in an Urgent Care facility or if they are conducting a chart audit.

So here is an example of the steps needed to establish a relationship:

  • The provider would have selected the patient from the homepage/Patient search.
  • The access sealed patient screen would display


Remember this would only display if the provider does not have a relationship with patient. You would select the second radio buttons as shown below in the screenshot and the select your relationship from the dropdown list.

If one of the relationships are not appropriate for your access you can choose the first radio button to access the patient record temporarily.


Once a relationship has been chosen you would select break the privacy seal button. Please note that all break the seal events are logged and audited. .

Temporary access follows the same principle when there is not a relationship with patient.

  • Patient is selected from patient search.
  • Access seal patient screen is displayed
  • You would select the first radio button and select a reason for accessing from the dropdown list as shown below in the screenshot

If NONE of the reasons are appropriate for your access, select “other” and enter free text Then you would select break the privacy seal button.

For an established relationship you have access to a patient’s record for 180 days and for temporary access users can access the patient’s record for 24 to 48 hours.

Sensitive Data Regardless of the relationship with users, there may be data that is deemed sensitive. In order for the user to view this data, they must attest that they have a medical reason for viewing the information.

Sensitive data consist of mental health, STD’s HIV and genetics.

Only the following security levels will have the ability to break the seal to access the record when medically appropriate when treating the patient: Level 1, Level 1A or Level 2.

Various windowlets can host sensitive data. As shown in the screenshot below. Users will have to select break the seal icon to access the attestation screen in order to break the seal.

Once the break the seal icon is selected, the attestation screen will appear as shown below. Users will have the ability to select reason for accessing sensitive data from the dropdown list.

Please note again that all break the seal events are logged and audited.

Once the privacy seal is broken the sensitive record or data will display the open lock icon allowing access. As shown in the screenshot below.

Please note we will be providing other short video recordings on other features within the HealthSphere platform. In the meantime if you have any question regarding support, registration, training materials and system navigation, please send all inquiries to

I thank you for your time and have a great day.


HealthSphere Demonstration

This twenty-minute HealthSphere demo walks you through the platform and provides information about navigating within the various features available.

HealthSphere Demonstration


Hello everyone my name is Suzan Moore and I am one of the Care Transformation Coaches here at Horizon. Today I will be providing you with your HealthSphere Demonstration Training.

At the end of this training session users will be able to:

  • Navigate the HealthSphere platform and use the various features
  • They’ll also be able to utilize the patient’s clinical and payer sourced data for care coordination and transitions of care needs

Now let’s get started with our Demonstration

From Navinet users are launched into the HealthSphere homepage which is known as the recent patient page. As a new user, you will not have a list of patients’ names as shown here. As you begin to access patients the platform will automatically create a registry of patients in which you have accessed. The registry list will show a list of patients who have been accessed for most recent as today, the last 7 days, up to the last 12 months. The list can obtain at least 50 patients.

So now let’s move to the left side of the page to the menu area to begin our patient search.

Once on the patient search page you can search for a patient in two ways.

Either by entering their first and last name and date of birth or by entering their Identifier.

Let’s begin by entering the patient’s first name, Enter the last name, now let’s choose their date of birth we are using the European format – so with the European format you would need to have the day first, the month and then the year. Now we will hit our search bar and that will bring up the patient which we will need to access their account. If you are planning to access the account from the identifier, you will need to use that patient’s member number which is located on their insurance card. You will add that number in.

You will choose the appropriate organization which in this example is Horizon and you will hit the search bar and that will provide you with the patient’s name.

Now that we have searched our patient information, let’s access the patient’s charts so that we can navigate the features within the platform.

As you can see we are now in the patient summary page. The Patient Summary Data is the first tab for accessing patient information. This tab provides a snapshot of the patient and a good place to start when conducting pre-visit planning or obtaining information on a new patient. Here it begins with the patient demographic information for you to confirm address and phone number for outreach or follow-up. Over to the right you have risk scoring to let you know whether or not your patient is at high risk who will need contacts immediately.

Next, we have our Provider history if that’s available which will be found here.

Also, when your patient is coming in you may want to check your patient’s insurance coverage, making sure you know the policy number, the group number meaning the group name, also if the patient is child you will need to know the subscriber.

Here is an example if you click in the lower case “i” it will tell you who would be the subscriber of this insurance. If you move over further it will also give you the information on the beginning of eligibility and also showing that the patient is currently eligible for this insurance.

As you move further down you it gives you information with the patients Problem list and in the window, it will tell you the title of problems, type of problem, treating provider, status, onset of time, resolution and severity. If you hover over the information in the Windowlet it will give you the ability to ascend and descend the information in the window.

Further down if we have that information here is will be show here which will be medication History.

You have the Immunization History which will help you to identify if the patient had a flu vaccine or any other vaccine that’s needed for that gap closure.

As we move further down any Encounters that was done and procedures will be available here.

Now, I would like to move over to the clinical documentation area so we can discuss some of the clinical documents that’s located here. So, under the clinical documentation area you have the ability to access incoming CCD information which is also known as the Continuity of Care Documents, lab results, and the patient’s vital signs.

If you move over you will see 3 different icons, so let’s walk through this.

The first icon is an “I” which is the configuration documentary. If you click on that it helps for you to change the landscape on that and you would actually view the information under the clinical documentation area. It will show all the information you could also access or maybe you want to see the last 72 hours of the information or maybe the last 3 months. You can also search by category, which will be date or author and you can search by date, title or author. As we move over further, you also have the opportunity to also search by document type- for example if you just want to see lab results, type in lab and only the lab results would appear. Next is also the arrow as a semi-circle (refresh Icon) which actually takes you back its original state.

Now, let’s walk through the documents under the clinical documentation sheet. The first document that we would like to access our CCD which again is also known as our Continuity of Care document. This document summarizes an episode of care that the patient may have.

Here is going to really give you what was taking place during an episode of care for a patient either letting you know their prime of care or medication changes or if there were any problems noted that were actually noted during the visit. So here you would see that the patient had a physical exam, instructions that were provided to the patient.

If you move further down we have listing of the care plan for the patient, that labs were ordered, they have a follow up visit. We also see that they had a referral to an ophthalmologist, and also that a procedure was done. It is really a good area for us to see and follow up with the patient because as we know our patient tends to forget what the care plan was after seeing a provider.

Here we also have the ability to do a meds reconciliation and will also give you an idea if there is any new medications that was started during that visit encounter. As we move further down if there were any other medications that was administered that would also be shown here.

We have the patient’s vital signs so you can see the height, the weight, BMI, and blood pressure. So again you have the ability to close some of the open gaps by obtaining blood pressure information and BMI.

As we move further down we have lab results that are listed, you have the date, the name, the specimen, whether the result was high or normal, the value and also the ranges. Here you can also see that you will have another option here by getting the A1C results of the patient. Further down you will be able to see the patient’s allergies. If the patient had a particular allergy you would be able to see the name, reaction, the severity, the status and also the access. The problem list will give you, problems that the patient may have and also letting you know their status. For instance if there was a new problem during their visit you would see the name of the problem, that the status was active and the date and also source.

Procedures, if there were any performed. Here we know that the patient was sent for an abdominal ultrasound.

Moving further down you have your vaccine list so you can see whether or not your patient was given a flu vaccine or a vaccine. You have your social history for smoking – if the patient is a nonsmoker or any past encounters or any history of prevalent illnesses. It goes through the review of system and also detailed information on the particular exam that was done on that day.

And lastly, what I would like to show you that is really good, the patient’s care team so you know who to contact if you need information from the nurse or information from their GYN or from the pediatric or internal provider. So it really gives you a good source of information to contact the providers for this patient.

Next let’s move over the lab. You will notice some areas that are bolded and some are not. So the bolded areas are labs that have not been read yet and the un-bolded are areas which we already have been viewed in that area. So let’s take a look at the lab results.

Here you will see a result that provides you with the latest result on the lab. Also I would like to point out that you do have lab results that are either bolded in red and also have an asterisk.

If you have a lab bolded in red we know that it is an abnormal and anything with an asterisk is called critical lab result. So let’s take a look so we can see what that looks like when tested.

Next, we will have our vital signs. And here is the vital signs that shows you a list of vital signs that was actually done on this encounter for our patient. You have the blood pressure, patient height, BMI and weight. So if you are really working with a patient in making sure that they need to treat the BMI you can actually grab that information by clicking on the BMI. You can actually show them where they have improved or there is any intervention needed to help them to decrease their BMI.

Next, I would like to go to the payer’s sourced data. So in the payers sourced data you have information which is pulled from claims. Here you will see the – Diagnosis, Medications that are dispensed, whether you will also see the patient’s roster and any procedures that the patient may have.

So let’s walk through the diagnosis first. So in the Windowlet you have the diagnosis group, the most recent event, and current times the patient has had that particular diagnosis. If you move over to the left, you see that you have a magnifying glass in which you can click on which will give you more detailed information for you.

So here it will provides you with the listed of all the number of times in which the particular diagnosis was coded. It gives you each date, the diagnosis code, the description and also the rendering provider. Again with any lower case “i” provides detailed information for instance it will give you the phone number, fax number of the provider if we had it.

As we move further down, we get to the dispensed and administered medication. So this is where you can begin your med reconciliation. Again, it gives you the date that the medication was filled, medication name, the quantity information for pharmacy, and who is the prescribing doctor. With every magnifying glass, it will show you more detailed information for you. Here we see the code of the medication, the generic name available, also prescribing MPI number and RX number and whether it was dispensed.

We go further down and we can tell who that patient is attributed to because we have a listing of the roster.

And lastly here we have procedures. This is really a good area to see whether or not patients were actually following up with some of the referrals that were done. So we know that this patient was referred to an ophthalmologist, so we know that so it something we need to follow up on because under procedures we do not see that an ophthalmologist visit was done. We know that A1C testing was done which we already have the lab results which were shown back in the summarization of that patient’s visit.

So this is a really good area for you to again follow-up to see if there were any referrals were completed, whether or not that patient went to an ophthalmologist, if that patient has behavioral health issues, you would be able to see whether or not that patient was seen by a behavioral specialist here and also if there is any lab work that was done you wanted to verify that you would be able to see that under procedures.

Now, let’s move to the admission and visit summary source. So I’m gonna see the admissions and visit summary source – this always helps with your transitions of care need – I would choose all and hit search for all the information of all the encounters here. So it will provide me with any doctor’s visit and inpatient, outpatient visits. It gives the listing of type, event date any discharge date if that’s available, the length of stay, discharge status, admit status and also the primary diagnosis and facility. So let’s click on an inpatient account, for some more information.

So as you scroll down you will see a listing of diagnosis patients have for that particular patients’ account which sometimes is very useful just to see any new diagnosis that may have occurred while the patient was in the hospital. Again, with any lower case “i” it provides you with any contact information for that particular provider. It also gives you an opportunity to see if there were any procedures were done so if that patient is following up with you in the office for the transition of care needs, so you would need to follow up with the hospital to make sure you have the results for the procedures to go over that with the patient on that visit.

Next, I would like to show you the worklist. I think the work list is a really great area for helping with your organization of patients. So if you are a care coordinator and you’re performing a particular task for example if you’re doing transitions of care, or maybe you’re following up on your chronic patient, Worklist gives you the ability to add patients to a particular Worklist. So for instance, if I was doing transitions of care on this particular patient, I would go up to where you have the sign of a plus, if you hover over there you see it will say Worklist, I would click on that Worklist, I would add that patient to my Worklist. Now I will go over to the Worklist area, and I would see that my patient was added but I would like to change the name of that Worklist because I’m doing transitions of care. So I’m able to change my name, and save that so this Worklist would be the transitions of care Worklist for my entire patient and I would be able to add all my transitions of care patients to this Worklist. Worklist can hold up to 50 patients. The only thing that Worklist is personalized to the user meaning that your care team will not be able to see the patients listed in your Worklist.

So in a nutshell that is really the navigation through our HealthSphere tool. It’s definitely easy and user friendly, to help you pull appropriate information, to help you with closing gaps of care, to go over any plan of care that the patient may have during an encounter. If you would need to get additional information during transitions of care, you will be able to find that here. So it’s definitely a good tool to help with your care coordination and transitions of care needs.

So, I thank you very much for your time. I hope you found the demonstration to be useful. If you have any questions related to registration, access to training materials, or system navigation please feel free to send an email to



HealthSphere Technical Support

This 3-minute tutorial addresses error messages you may encounter while using HealthSphere, how to report an error, and how to get technical support.

HealthSphere Technical Support Training


Hello everyone my name is Suzan Moore and I am one of the Care Transformation Coaches here at Horizon and I will be providing the HealthSphere Tech support training today.

At the end of this training session users will be able to:

Identify the three different types of error messages that may occur while navigating the platform

Understanding the process for reporting an error message or getting technical support.

HealthSphere Tech Support

There are three types of error messages that may show up while navigating HealthSphere.

The first type of error message is: HealthSphere system is unavailable.

The message below is an example of what may be displayed in your browser.


f you encounter this issue please take a screenshot and email the error message to

The second error message in which you may encounter is: Unable to establish session.

This message often occurs because of the following reasons:

Certification is expired, Issuer is not configured in HealthSphere, or Recipient is not configured in HealthSphere.

Please see below in the screen shot an example.

The third error message you may encounter is: Unable to launch patient context.

This message is displayed if the user session is created but the patient record cannot be accessed.

This may occur due to the following: Patient identifier may not exist within HealthSphere.

This could be because it’s a new patient and they may not have been uploaded within the system as of yet.

The second, the patient may exist, but the following conditions may have occurred: the patient has opted-out of sharing their information; or the user is not allowed to access the record due to privacy restrictions.

For this issue, I would recommend checking your access permission level with your privacy officer before sending an email over to the support team.

If any other issues may arise while navigating HealthSphere, please feel free to capture the error in a screenshot and email it over to:

If a user experiences an issue while accessing NaviNet, please follow the established support processes for NaviNet as shown below.

Call the 1-800 number, open a chat into NaviNet, or create an online case.

Thank you for your time and have a wonderful day.

If you have questions, please email