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Training Materials

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In addition to the guides and videos below, we also created a frequently asked questions webpage to address the most common issues our Provider Customer Service team has been receiving.

TRAINING MATERIALS

Basic Navigation

Login & Registration

User Management

Documents

Message Center

Preauthorization

Provider Profile

Claims

Emergent Inpatient Admission Notifications

Member Management

Referrals

 

Basic Navigation

  • Basic Navigation

    An overview of the features and functions of the updated provider portal.
 

Login & Registration

  • New User Registration

    The steps to register new users and retrieve a forgotten username.

  • Login and Settings

    The steps for logging in and changing settings. 

  • Consolidating Existing Accounts

    The steps to consolidate existing accounts.

  • Existing User Moving Over the First Account

    An overview of the account migration process for our portal users who are setting up their first account.

  • Registering Additional Tax IDs

    The steps to help users registered in the old version of the provider portal and retrieve a forgotten username.

  • Forgot Username

    The steps to recover a forgotten username.

  • Forgot Password

    The steps to reset a forgotten password. 
 

User Management

  • Create Portal User

    The steps for creating a portal user.

  • Manage Users Account

    An overview of how to find and edit a user’s information, user type, password, provider affiliation, etc.
 

Documents

  • Search and View Documents

    The steps for searching and viewing available documents.

  • Export Report

    The steps for exporting reports that appear in the documents tab.
 

Message Center

  • Search and View Messages

    The steps for searching for and viewing messages in the Message Center.

  • Create Message - Specific Transaction

    The steps to create a message about a specific transaction in the Message Center.

  • Create Message – General Topic

    The steps to create a generic message in the Message Center.
 

Preauthorization

  • Create Inpatient Preauthorization Request

    The steps to create a preauthorization for an inpatient facility.

  • Create Outpatient Preauthorization Request

    The steps to create a preauthorization request for outpatient services.

  • Supplemental guides for enhanced requests:

  • Preauthorization Check Tool

    The steps to perform a preauthorization check to see if a preauthorization is required for a member for the selected diagnosis and procedure code.

  • Preauthorization Concurrent Review Status Report

    The steps to generate the Concurrent Review Status Report.

  • Preauthorization Home Health Status Report

    The steps to generate the Home Health Status Report.

  • Search and View Preauthorization

    The steps to search for and view a previously created preauthorization.
 

Provider Profile

  • Update Provider Profile and Upload Documents

    An overview of how users with the administrator/office manager role can request updates to a provider's profile in the provider portal.  

  • Search & View Provider Profile

    An overview of how to search for a provider and view their profile.
 

Claims

  • Claims - Search for an Explanation of Payments (EOP)

    An overview of how to search for an Explanation of Payment (EOP). 

  • Claims – View Status, Submit Documents & Inquiries, and Create Custom Reports

    See how to find a claim’s status, details, and Explanation of Payment, submit documents, inquiries, and grievances, and how to create custom claims reports.
 

Emergent Inpatient Admission Notifications

  • Emergent Inpatient Admission Notifications

    The steps to create an emergent inpatient admission notification.
 

Member Management

  • PCP Member Panel

    The steps to generate the PCP Member Panel Report.  

  • Member Management – Eligibility

    The steps to look up a member’s eligibility.  

  • Care Plans

    Steps to view a Care Plan,send a message to the Care Team, and print or save a copy.
 

Referrals