My Practice Profile Attestation QUICK REFERENCE

Transcription

1 My Practice Profile Attestation QUICK REFERENCE My Practice Profile allows you to view, update and attest (update and attest capability is only available for the Optum ID administrator) group and provider demographic information (including: addresses, phone and fax numbers, and web addresses, contact information, office hours, Medicare/Medicaid assignment, languages and more). This Quick Reference covers Attestation. For other features in this application, please consult the other My Practice Profile Quick Reference. Get Started 1. From, click Link and sign in Corporate Information 1. Select the appropriate Corporate Name 2. Select the Tax ID Number 3. Click OK 2. Enter your Optum ID and Password then click Sign In Note: You must attest each Tax ID Number separately. The home screen will look like this if you have authority to update information. 3. Select My Practice Profile

2 Demographic Attestation 1. Click Verify Demographic Info Demographic Attestation (continued) 3. If all information is accurate, click Attest. Note: If updates are needed, please refer to the sections below. 4. Enter your name then click Attest 2. Review the information under the Demographic Information and Location Information tabs (scroll to the right for additional columns) 5. Receive a confirmation Note: Please ensure that you list only the locations where a provider is regularly available to give covered services. On-call and substitute care providers should not be listed at an address. Note: You can download the entire roster, all four tabs of data, in a single Excel file by clicking on this icon, on the right side of the page. Note: You can Sort by any of the headers, and pin a field so it remains constant. You may also filter a field by typing into the box under the column title.

3 Update Provider Demographic Information Delete a Provider 1. From the Provider Demographic Information tab, click on the appropriate Remove symbol Update Provider Demographic Information (continued) Add a Provider 1. Select Add a Provider 2. From the pop-up box, select a Cancellation Reason, confirm the Cancellation Date and enter your Name, then click Submit scrolling through as needed. Note: If there are obvious errors/missing data elements, an alert will appear at the lower right corner of the page. Clicking on that, then on the specific Fix Issue will take you directly to that concern. 3. Click OK when compete.

4 Update Provider Demographic Information (continued) Submit Changes (Changes will be highlighted in yellow) 1. Once all updates are complete, Submit Changes Update Provider Location Information Delete a Provider s Location 1. From the Provider Location Information tab, Click on the appropriate Remove symbol 2. Review the changes in the pop-up box, scrolling through as needed. 2. From the pop-up box, select a Cancellation Reason, confirm the Cancellation Date and enter your Name, then click Submit 3. Enter the Effective Date and click OK Modify a Provider s Location 1. Click on the item to modify Note: Once changes are submitted, you must Attest. See above, Demographic Attestation, page 2, step 3)

5 Update Provider Location Information (continued) 2. Enter the new information in the pop-up box, then click OK Update Provider Location Information (continued) Submit Changes (Changes will be highlighted in yellow) 1. Once all updates are complete, Submit Changes Add a Provider Location 1. Select Add a Provider 2. Review the changes in the pop-up box, scrolling through as needed, enter the Effective Date and click OK. Note: Once changes are submitted, you must Attest. See above, Demographic Attestation, page 2, step 3)

6 Update Group Demographic Information Update a Group 1. From the Group Demographic Information tab, Expand a group ( ) then click the Change icon Update Group Demographic Information (continued) Add a Group 1. Select Add a Group Submit Changes (page 5, step 1) then Attest (page 2, step 3).

7 Update Group Location Information Modify a Group Location 1. From the Group Location Information tab, click on an address item or phone number item. Update Group Location Information (continued) Add a Group Location 1. Select Add a Group Address Submit Changes (page 5, step 1) then Attest (page 2, step 3). Additional Help Resoures are available at the Link Resource Library and UHC on Air