Instructions for Using PEP Enhancements. Create a Template for Multiple Enrollment Applications

Transcription

1 Instructions for Using PEP Enhancements Information posted April 23, 2010 Enhancements to Provider Enrollment on the Portal (PEP) will be implemented on May 3, Providers and account administrators will be able to: create enrollment application templates; assign a performing provider s application to the provider for completion; use an edit function that provides quick links to navigate to complete sections of the application and correct most application errors electronically. Providers and account administrators will be able to: Create enrollment application templates, which will make it easier to submit multiple enrollment applications. Complete portions of an enrollment application to add a performing provider to a new group and then assign the enrollment application to the performing provider to complete. Complete the performing provider portion of a group application. The performing provider will be able to log into PEP with a unique username and password, complete the application, and return it to the group provider or account administrator. Use an edit function that provides quick links to navigate to completed sections of an application that is in Pending Response status. Providers will be able to correct most application errors electronically by logging into PEP and clicking View Existing Transactions. Click Edit to update the application. Only applications in a Pending Response status may be edited. Create a Template for Multiple Enrollment Applications Providers and account administrators can create enrollment application templates that contain enrollment data elements that can be used for multiple enrollments. It will save time when enrolling multiple providers in a group. To create an enrollment application template, start a new application and complete it up to the Provider Demographics, Provider Information Form 1 (PIF-1) or Disclosure of Ownership Page 1, or Section B screen, and click Save as Template at the bottom of the screen:

2 When the user clicks Save as Template, the Save Template Dialog Process dialog box is displayed in the foreground:

3 When the user enters a name for the template, the Save Template button will be enabled: The user clicks Save Template to save the application as a template or clicks Cancel Save Template to cancel the action.

4 Starting an Enrollment from a Saved Template The user accesses their saved templates through the View Saved Templates screen: The user clicks on the Template ID# link to load the template:

5 On each screen of the template, there is a Start Application button. When the user clicks Start Application, the Start Application Alert displays: If the user clicks Cancel, the alert will close and the user will remain on the same screen. If the user clicks OK, the Provider Enrollment screen will open to start a new application. The new application is populated with the template data when the user names the application and clicks on one of the enrollment application types:

6 Assign a Performing Provider Application Group providers can assign an enrollment application to their performing providers to complete specific sections of the application. PEP will notify the group provider after the performing provider has completed the application. A billing provider may submit the WHP Certification Form on behalf of its performing providers at this time. A performing provider is the provider that performs the service, while the billing provider is the entity with which that provider is contracted. At least one performing provider application must be submitted for every group enrollment. To assign an application to a performing provider, the performing provider must have their own Provider Enrollment User Account and the administrator assigning the application must have a Provider Administrator Account. For instructions on establishing a TMHP login on please visit the Account Activation link from the TMHP home page. When the user arrives at the Section B screen of the online application, clicking on the Add Performing Provider/Add Another Performing Provider link will activate the screen below:

7 After the user clicks on the link, the screen displays a question under the New Performing Providers box:

8 When the user clicks Assign Enrollment to Performing Provider the Performing Provider Username field and the Performing Provider NPI field are both enabled. The group user enters the TMHP.com username and NPI of the performing provider and clicks Add.

9 When the user clicks on Enroll Performing Provider, the Performing Provider Username and the Performing Provider NPI field are hidden:

10 If the user assigns a performing provider application to another user, then the New Performing Providers table will have an additional row:

11 Complete an Assigned Performing Provider Application To continue with the application, the user who has been assigned the performing provider application must click View Existing Transactions and then click on the transaction that has been assigned: The Privacy Statement is the first screen of an assigned Performing Provider application that the user views:

12 The last page of an assigned Performing Provider application includes the Complete Application button:

13 When the user clicks Complete Application, the following alert displays on the screen: The user can click OK and be taken back to the Welcome screen of the electronic application or click Cancel and remain on the screen.

14 The below screen will appear when the provider clicks OK to mark the application as complete: For more information, call the TMHP Contact Center at or the TMHP-CSHCN Contact Center at