Associated documents and comments for Practice Incentives Program (PIP) and Workforce Incentive Program (WIP) - Practice Stream 012-10140060

This document outlines how to upload, extract, merge, split and view associated documents in PIP Online and WIP - Practice Stream Online. It also includes information on how to add appropriate and meaningful comments to PIP and WIP - Practice Stream Online.

Step	Action
1	Log into systems + Read more ... Log on to these systems: PIP Online, or WIP – Practice Stream Online
2	Search for the practice + Read more ... Search for the practice in PIP Online or WIP – Practice Stream Online. On the Practice Search screen: key the Practice ID select Search. The Search Results will show Check that the practice name and address on the practice profile match the details on the form. If the details: match, go to Step 3 do not match, check the company name or trading name: Select the Practice ID. The Practice Summary will show Select Practice Details from the Main menu Select Ownership Details from the drop down. The Ownership Details screen will show Do these details match the details on the form? Yes, go to Step 3 No, check that the Practice ID keyed is correct
3	Upload associated document + Read more ... Identify if the practice is PIP consenting and decide where to upload the document: PIP consenting practice, PIP Online only Non-PIP consenting practice, PIP and WIP – Practice Stream Online WIP – Practice Stream only practice, WIP – Practice Stream Online only Upload the document using the correct document naming convention: Select Associated Documents from the Main menu. The Associated Documents screen will show Key these details in the right fields under Upload Document: Type, select from the drop down Document name, key the documents name Description, key the documents description Select Browse Go to the chosen or temporary folder where the document is saved Select the document. It must be a PDF file Select Open Select Upload If a document has not been uploaded correctly, select Remove from the Remove column. See Associated documents errors and resolutions on the Resources page if an error message shows.

Search and view an associated document

Table 3

Step	Action
1	Log into systems + Read more ... Log in to these systems: PIP Online, and WIP – Practice Stream Online
2	Search for the practice + Read more ... Search for the practice in PIP Online or WIP – Practice Stream Online. On the Practice Search screen: Key the Practice ID Select Search. The Search Results will show Check that the practice name and address on the practice profile match the practice details. If the details: match, go to Step 3 do not match, check the company name or trading name: Select the Practice ID. The Practice Summary will show Select Practice Details from the Main menu Select Ownership Details from the drop down. The Ownership Details screen will show Do these details match the practice details? Yes, and to: view an associated document, go to Step 3 search for an associated document, go to Step 4 No, check that the Practice ID keyed is correct.
3	View an associated document + Read more ... View the associated document: Select Associated Documents from the Main menu. The Associated Documents screen will show Find the right document using the Document Name and Description columns under Available Documents Select the reference number from the Reference Number column The document will show Procedure ends here.
4	Search for an associated document + Read more ... Filter the search results: Select Associated Documents from the Main menu. The Associated Documents screen will show Select the required document Type from the drop down under Filter Criteria Select the relevant reference number from the Reference Number column The document will show Select the Date Added header to list the documents from oldest to newest. Each header selection will change the sorting.

Split Adobe PDF files

Table 4

Step	Action
1	Extract a work item + Read more ... Extract the work item from the Processing and National Demand Allocation (PaNDA): Select Worklist under Work management. A list of assigned work items will show Select the right Work Item ID from the Work Item ID column. The Work Item will show Select the right Document ID under Documents Save the Work Item: Right mouse click on the document Select Save As Go to a chosen or temporary folder Rename the File name as the Practice ID Select *PDF (.pdf) from the Save as type drop down Select Save**
2	Split pages from PDF File + Read more ... Split the Work Item: Go to the chosen or temporary folder Right mouse click the PDF file that requires splitting Select Edit with Adobe Acrobat Select the Page Thumbnails tab or press [F4]. A new window will show each document page Select the pages that need to be split: Press and hold [Ctrl] and scroll down using the arrow keys, or Press and hold [Ctrl] and select each page using the left mouse click Right mouse click on the selected pages Select Extract Pages Select the Delete Pages After Extracting box Select OK Each page to split will show in a new window. Check for PIP documents submitted the WIP – Practice Stream documents (see the Resources page for assistance).
3	Save the split files + Read more ... Save the split files: Select File Select Save As Go to a chosen or temporary folder Rename the File name as the Practice ID Select Save Select Close Save the original PDF file: Select File Select Save Each split page is saved in a new PDF.

Compress Adobe PDF files

Table 5

Step

Action

Extract Work Item + Read more ...

Extract the work item from the Processing and National Demand Allocation (PaNDA):

Under Work Management:

Select Worklist under Work management. A list of assigned work items will show
Select the right Work Item ID from the Work Item ID column. The Work Item will show
Select the right Document ID Under Documents

Save the Work Item:

Right mouse click on the document
Select Save As
Go to a chosen or temporary folder
Rename the File name as the Practice ID
Select PDF (*.pdf) from the Save as type drop down
Select Save

Compress Adobe PDF File + Read more ...

Compress the PDF file:

Go to the chosen or temporary folder
Right mouse click the PDF file that requires compressing
Select Edit with Adobe Acrobat
Select Tools from the toolbar
Select Optimize PDF under Protect and Standardize
Select Reduce File Size from the toolbar
Select OK
The Save As window will show
Go to a chosen or temporary folder
Rename the file name as the Practice ID
Select PDF (*.pdf) from the Save as type drop down
Select Save

See Associated documents errors and resolutions on the Resources page if an error message shows.

Merge Adobe PDF files

Table 6

Step	Action
1	Extract Work Item + Read more ... Extract the work item from the Processing and National Demand Allocation (PaNDA): Select Worklist under Work management. A list of assigned work items will show Select the right Work Item ID from the Work Item ID column. The Work Item will show Select the appropriate Document ID under Documents Save the Work items: Right mouse click on the document Select Save As Go to a chosen or temporary folder Rename the File name as the Practice ID Select *PDF (.pdf) from the Save as type drop down Select Save** Repeat this step for all documents that require merging.
2	Merge the documents + Read more ... Open the chosen or temporary folder. Select all the PDF files that need to be merged: Left mouse click on the first file Press and hold [Ctrl] Left mouse click on remainder of the files Combine the files: Right mouse click on highlighted files Select Combine Files in Adobe. An Adobe Combine Files window will show Select Combine Files Highlighted documents will merge into a new PDF file.
3	Save the combined files + Read more ... Select File Select Save As Go to a chosen or temporary folder Rename the File name as the Practice ID Select Save

Convert a document to a PDF file

Table 7

Step

Action

Convert to Adobe PDF + Read more ...

Right click on the document
Select Convert to Adobe PDF file
An Adobe PDF document will show

Save the converted file + Read more ...

Save the converted file:

Select File
Select Save As
Go to a chosen or temporary folder
Rename the File name as the Practice ID
Select Save

Add a comment online

Table 8

Step	Action
1	Log into systems + Read more ... Log on to these systems: PIP Online, or WIP – Practice Stream Online
2	Search for the practice + Read more ... Search for the practice in PIP Online or WIP – Practice Stream Online On the Practice Search screen: key the Practice ID select Search. The Search Results will show Check that the practice name and address on the practice profile match the practice details. If the details: match, go to Step 3 do not match, check the company name or trading name: Select the Practice ID. The Practice Summary will show Select Practice Details from the Main menu Select Ownership Details from the drop down. The Ownership Details screen will show Do these details match the practice details? Yes, go to Step 3 No, check that the Practice ID keyed is correct.
3	Add a comment + Read more ... See if the practice is PIP consenting and decide where to record the comment: PIP consenting practice, PIP Online only Not PIP consenting practice, PIP and WIP – Practice Stream Online WIP – Practice Stream only practice, WIP – Practice Stream Online only Record the comment: Select Comments from the Main menu. The Comments screen will show Key these details in the right fields under Add new comment: Area, select from the drop down Reason, select from the drop down Comments, key an appropriate and meaningful comment Select Add Comment Make sure the comment is complete and correct before saving. It is not possible to edit or delete comments in PIP and WIP – Practice Stream Online. See also: Link WIP – Practice Stream non-consenting practices with PIP

Search and view a comment

Table 9

Step	Action
1	Log into systems + Read more ... Log on to these systems: PIP Online, and/or WIP – Practice Stream Online
2	Search for the practice + Read more ... Search for the practice in PIP Online or WIP – Practice Stream Online. On the Practice Search screen: key the Practice ID select Search. The Search Results will show Check that the practice name and address on the practice profile match the practice details. If the details: match, go to Step 3 do not match, check the company name or trading name: Select the Practice ID. The Practice Summary will show Select Practice Details from the Main menu Select Ownership Details from the drop down. The Ownership Details screen will show Do these details match the practice details? Yes, and: view a comment, go to Step 3 search for a comment, go to Step 4 No, check that the Practice ID keyed is correct.
3	View a comment + Read more ... View the comment: Select Comments from the Main menu. The Comments screen will show Find the right comment using the Date Added, Area or Reason columns under Comments History Select the reference number from the Reference Number column. The comment will show The PIP comments have a 2 or 3 digit reference number. The WIP – Practice Stream comments have a 5 digit reference number. Note: Only the PIP comments will show in the PIP Comments History at any time Comments for both programs will show in the WIP – Practice Stream Comments History if the practice is PIP Consenting
4	Search for a comment + Read more ... Filter the search results:: Select the comment area from the Area drop down under Filter Criteria Select the comment reason from the Reason drop down Select Get Details Select the reference number from the Reference Number column. The comment will show To clear the Filter: Select All from the Area drop down Select All from the Reason drop down Select Get Details Select the Date Added header to list the documents from newest to oldest. Each header selection will change the sorting.

Extract associated documents

Table 10

Step	Action
1	Log into systems + Read more ... Log on to these systems: PIP Online, and/or WIP – Practice Stream Online
2	Search for the practice + Read more ... Search for the practice in PIP Online or WIP – Practice Stream Online. On the Practice Search screen: key the Practice ID select Search. The Search Results will show Check that the practice name and address on the practice profile match the practice details. If the details: match, go to Step 3 do not match, check the company name or trading name: Select the Practice ID. The Practice Summary will show Select Practice Details from the Main menu Select Ownership Details from the drop down. The Ownership Details screen will show Do these details match the practice details? Yes, go to Step 3 No, check that the Practice ID keyed is correct
3	Extract the associated documents + Read more ... Extract the associated document from the practice profile. Select Associated Documents from the Main menu. The Associated Documents screen will show Right mouse click on the document reference number from the Reference Number column under Available Documents Select Save Target As… Go to a chosen or a temporary folder Rename the File name as the Practice ID Select Save

Operational Information