Provider Guide 8/22/2017 1

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1 Provider Guide Welcome to PROVIDERfiles! This portal allows you to track all of your EAP referrals online, in a secure, encrypted environment. Only you and CONCERN have access to your client file information. Follow these steps to populate your practice information, enter case data, and submit visit claims. 8/22/2017 1

2 Enter your preferred for portal access. Re-enter for confirmation. Select a password. Re-enter for confirmation. Select Register. 8/22/2017 2

3 After initial registration, you will log on to PROVIDERfiles at: 8/22/2017 3

4 My Profile 8/22/2017 4

5 Please use this section to update your NPI Number, CAQH ID Number (if you have one), and Date of Licensure. 8/22/2017 5

6 Please use this section to update your mailing address and your billing address (if not the same). 8/22/2017 6

7 Please update your weekend and evening availability, your associations, ages and groups (the distribution has changed), and languages, and specializations (new specializations have been added). 8/22/2017 7

8 Please update your office locations. For Office Name, please use the following naming convention: City Last Name. 8/22/2017 8

9 8/22/2017 9

10 Office Name = City Last Name Add any unique Notes for that location 8/22/

11 Please add office hours and any special information that applies to that office location. Use the X to zero out hours in which you are closed. 8/22/

12 Please add your professional license information here. You will have the opportunity to upload a copy of the license under My Documents (pages 16-18). 8/22/

13 Select your professional license type from the drop-down list. You will upload a copy of the license under My Documents (pages 16-18). 8/22/

14 Please enter your professional liability information. You will upload a copy of the policy under My Documents (pages 16-18). 8/22/

15 Enter your policy information, including the policy carrier from the provided drop-down list. You will be able to upload a copy under My Documents. 8/22/

16 Please use this section to upload your renewed license, professional liability coverage, and W-9 (for new office locations). 8/22/

17 Select Browse to find the document to upload. 8/22/

18 Select Save. Uploads are complete. 8/22/

19 My Messages 8/22/

20 At this time, My Messages are only for CONCERN to send messages to our providers. We are already at work on PROVIDERfiles 2.0 which will allow you to securely message us through this portal. In the meantime, please us through Outlook with case questions, and utilize the Authorization Number as a reference, to avoid sharing PHI over . If you do not already have the address of your CONCERN Clinical Supervisor, please send your questions to provider_relations@concern-eap.com and your will be routed to the correct person. 8/22/

21 My Cases 8/22/

22 Here you can review Referral Opportunities Pending, Referred Cases (which you accepted), Open Cases, and a history of Closed Cases. 8/22/

23 By hovering over one of the blue Details buttons, you will see a pop-up with details of the case. 8/22/

24 Select View in the Referral Opportunities Pending section, to see referral details and to accept the case. 8/22/

25 Here you can review the Pending Opportunity and Accept or Decline the case. Then press Submit. 8/22/

26 Accepting the case moves to the Referred Cases section. Declining the case will prompt a note section for you to provide the reason for the declination. 8/22/

27 A case moves from Referred Case status to Open Case status once you submit the Case Opening form and an initial visit and that initial visit is accepted. 8/22/

28 Click Modify to enter your visits. Be sure to click Submit to ensure CONCERN receives your submission for payment. This can either be done with each visit, or you can push Submit All Sessions for multiple visit entries. PLEASE NOTE: enter all visits prior to completing the Closing Form. 8/22/

29 For each session, enter Session Date, Session Type, and any notes if necessary (not usually needed). 8/22/

30 My Services My Services is COMING SOON. This section is for providers who provide services on site at an organization, like critical incident response and training. 8/22/

31 My Activities My Activities applies only to counselors who provide services onsite at a company location. 8/22/

32 My Billing 8/22/

33 My Billing allows you to track your Pending Claims, and Processed Claims history. 8/22/

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