Portal Training Materials

Switch to:

Provider Portal
Training Materials

Millennial black businesswoman addressing colleagues at a corporate business meeting, close up
 

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.

 

Sign in to the Provider Portal here

TRAINING MATERIALS

Basic Navigation

Login & Registration

User Management

Documents

Message Center

Preauthorization

Dental

Provider Profile

Claims

Emergent Inpatient Admission Notifications

Member Management

Referrals

 

Basic Navigation

An overview of the features and functionalites of the updated Provider Portal.

  • Basic Navigation

    An overview of the features and functionalites 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 provide access to 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 message about a general topic 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.

  • 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.

  • Request Benefit Extension

    The steps to request a benefit extension.

 

Dental

  • Create Dental Claim

    The steps for creating a dental claim on the Provider Portal. 

  • Create Dental Predetermination

    An overview of the process for creating a dental predetermination. 

  • Search for and View Dental Predeterminations

    The steps for searching for and viewing Dental Predeterminations.  

 

Provider Profile

  • Search & View Provider Profile

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

 

Claims

  • 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.

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

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

 

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