Care mc. Getting Started. March 2012

Transcription

1 Care mc Getting Started March 2012

2 Table of Contents DOCUMENT TITLE Logging In...2 Logging Out...2 Forgot Password?...3 Expired Passwords... 4 Password Rules... 4 Password Administration... 5 Password Changes... 6 Care mc Landing Page...6 The Care mc Workspace...8 Views... 9 Instant Search... 9 Favorites Removing Claims from Favorites Care mc PPO Lookup Getting Started Page i CorVel Corporation

3 Logging In To log in, open your web browser (Microsoft Internet Explorer) and in the Address field, type and press Enter Enter your Username and Password and click Log In. The Care mc features and options you have access to appear on your workspace. Logging Out Before logging out be sure to save any changes, as needed. To log out, click Sign Out at the top of any screen. When the main Care mc screen appears, close your browser. GETTING STARTED PAGE 2 CORVEL CORPORATION

4 Forgot Password? If you forget your password, you can also request a password reset on the Log In page. Click Forgot Password. Fill out the form and Click Submit Request. Note You must have a CorVel address or CorVel customer address. Product Support will not reset passwords if the address provided is a webmail or non- CorVel customer ISP, like Yahoo!, Hotmail, or Comcast. GETTING STARTED PAGE 3 CORVEL CORPORATION

5 Expired Passwords Care mc will remind you when your password is about to expire and allow you to change it. You can create a new password, or close the window and proceed. If you do not change your password, you will be prompted again the next time you log in. Care mc also tells you when your password is expired and requires you to create a new one before allowing you to log in. If a password is not reset within 7 days of expiration, access to Care mc is disabled. A password reset can be requested through your local Care mc Support person. Password Rules Passwords must be at least 8 characters long. Passwords may consist of any combination of characters from A through Z (case sensitive), or 0 through 9. Characters that are not alphanumeric such as $,?, or < are not allowed. Passwords must be changed every 90 days. Password changes are checked against previous passwords to ensure the new password does not match a previous one. GETTING STARTED PAGE 4 CORVEL CORPORATION

6 Password Administration Designated external Care mc customers can now administer password resets and edit users name, password, title, address and phone number. Note To request access to Password Maintenance, contact your CorVel Account Representative. To Edit User Information, Log into Care mc and click the Administration Center tab. Enter the Login Name or User Name in the spaces provided and click Search. When the search results appear, click on the hyperlink in the Login Name column to access that user s profile. The User Properties screen displays all editable information. Make the necessary changes and click Submit. GETTING STARTED PAGE 5 CORVEL CORPORATION

7 Password Changes Enter new password information in the Change Password and Confirm Password boxes on the User Properties screen. You must complete this step for Care mc to recognize the change. A new password expiration date appears to the right of the Confirm Password box. If a new password expiration date does not appear, resubmit your password changes. Care mc Landing Page Access Care mc modules through tiles on the new landing page, which appears as soon as you login. Your user role settings determine the widgets that appear. GETTING STARTED PAGE 6 CORVEL CORPORATION

8 The first time you login, all tiles are located at the bottom of the screen. To activate a tile, click and drag and drop it into a tile. Click the Tile to open the module. Additional tips Move a Tile Drag and drop the tile to a new location. Close a Tile Click to return the module to the widget list GETTING STARTED PAGE 7 CORVEL CORPORATION

9 The Care mc Workspace The Care mc workspace includes elements highlighted below. 1. Care mc takes you back to the Care mc landing page (it does not log you out) 2. Your login name 3. Sign Out here 4. Favorites contains your most visited claims. See Favorites. 5. Calendar contains your Claim Dairy Calendar 6. Instant Search type a claim number or claimant name to quickly look up claims. Results appear as you type. See Instant Search. 7. Tabs (you may have different tabs on your workspace) - Depending on your setup, one or more tabs appear on the workspace. Tabs help organize the modules. The most common tabs are Referral Basket, Reporting Center, Tools, and Bill Review (MedCheck customers only). Click on a tab to open its modules. 8. Modules (you may have different modules based on your setup - Each module allows you to perform a different tasks, such as submitting a request for service or building a specific report. Generally, modules are organized under specific tabs. For example, Request for Service is located under the Referral Basket tab. 9. Hyperlink displays additional information. Hyperlinks within a table row (not including the column header) take you deeper into the data. Hyperlinks on a page (such as a report hyperlink) open another page. Hyperlinks as table column headers allow you to sort the column in the table. 10. Action button - (Search, Close, Save, etc.) carry out the action as labeled on the button. GETTING STARTED PAGE 8 CORVEL CORPORATION

10 Views Views allow you to view or work with the data in a module. The views available depend on your user setup. For example, in the Request for Service module, Claim Search screen, you may have Pending, Search, and New views. Instant Search Instant Search allows you to type a claim number or claimant name to quickly look up claims. Results appear and narrow as you type. Highlight and click anywhere on a claim to open the Claim Details screen or Click View to open Documents or Notes related to the claim. GETTING STARTED PAGE 9 CORVEL CORPORATION

11 Favorites Favorites provides a list of claims that you might need to access quickly, without searching for the claim through Search Claims. Click on a claim number shown in Search Claim results. The claim will be added to the Search Claims Links. Once the claim is listed in your Favorites, you can access the claim directly, instead of having to search again. You can add up to 15 claims to the list. Removing Claims from Favorites To remove claims from your Favorites: Click Favorites and then Click X to remove the claim. Note This does not delete the claim or any associated date. Only the Favorites link is deleted. GETTING STARTED PAGE 10 CORVEL CORPORATION

12 Care mc PPO Lookup You can use Care mc to look up preferred providers across the country. To find a provider, click PPO Lookup on the Care mc home page. The PPO Lookup home page appears. Search Find a provider near you Login CorVel online directory services log in Download CorVel s PPO Lookup App for iphone and ipad See the Provider Lookup guide for additional information. GETTING STARTED PAGE 11 CORVEL CORPORATION