Introduction to Medical Assistance and ProviderOne

1. Introduction to Medical Assistance and ProviderOne You can use computer speakers or headphones You can dial in using a telephone. Long distance charges may apply. Welcome! The Webinar will begin shortly. While you are waiting, please check your audio settings. Your Dial-In Number Access Code and Audio PIN are located in the Webinar control panel. 1

2. Before we get started – Sound Check • If you are not hearing us through your PC, then: • Your computer does not have a sound card • Your speakers/headphones are turned off • Your speakers/headphones are not plugged in • Your PC is muted • Your PC sound settings are incorrectly set • Your GoToWebinar sounds settings are incorrectly set • Check www.GoToWebinar.com for support info • We are broadcasting audio now! • If you cannot hear anything and want to dial in use the phone # after the word “Dial:” in your control panel. • Remember: Toll charges may apply

3. Welcome • ProviderOne Security Administration

4. Webinar Tips • Attendee Control Panel • Asking Questions • Follow-up Email

5. Attendee Control Panel Hiding the Control Panel Toggle Auto-Hide On/Off Use this panel to: Set your sound preferences Ask Questions and view answers Your microphone should always be muted Do not use the hand raising icon we are not monitoring this feature 5

6. Asking Questions You may ask questions anytime during the Webinar Click the Questions option in the Webinar toolbar Type in question Click Send Selected questions will be answered during the Webinar – time permitting Questions will be reviewed for inclusion in future communications from DSHS 6

7. Follow-up Email Follow-up Email sent one-hour after completion of the Webinar Follow-up Email contents: URLs listed in this Webinar Email address where you can send additional questions Additional sources of information Additional training available 7

8. Course Description • Follow along as a fictitious health care provider performs the following tasks in ProviderOne: • Log Into ProviderOne using the initial Provider System Administrator account • Create a new System Administrator account • Create new user accounts • Maintain User Accounts

9. Recommended Audience • Users of ProviderOne who are responsible for setting up and maintaining ProviderOne users • Prerequisites • ProviderOne Essentials

10. Course Objectives • Understand the Tasks Supported by Provider Profiles • Use ProviderOne to: • Create a new user account and assign it the EXT Provider System Administrator profile • Set up new user accounts in ProviderOne • Perform User Account Maintenance Tasks Including: • Change a user password • Add or end date a user profile • Modify user account details • Lock and/or unlock a user account • End date a user account

11. Webinar Agenda • Overview of ProviderOne Profiles • ProviderOne Security Setup Tasks: • Access ProviderOne and create provider system admin account • Create new user accounts • ProviderOne User Maintenance Tasks • Change password • Lock and/or unlock user accounts • Update user account details • Add and/or end date a user account • Add and/or end date user profiles

12. The ProviderOne Security Framework • Three Security Elements • The Provider Domain Name • The User Account • The User Profile • DSHS assigns Mario Health Center a Domain Name • Allows all ProviderOne users in the Mario Health Center to be grouped together • Allows ProviderOne to give Mario Health Center access to their provider file • Enables ProviderOne to give Mario Health Center access to claims, prior authorization, and payment information related to the Mario Health Center

13. The Domain Name • Uniquely identifies Mario Health Center in ProviderOne • Mario Health Center’s Assigned Domain is: 2855678 • Used by ProviderOne to control access to the Provider Portal • Increases security by grouping information related to Mario Health Center under this domain name, for example: • User Accounts • Submitted Claims • Payment Information • User accounts within a domain are created and managed by the Provider System Administrator

14. The User Account • Mario Health Center: 2857403 • User accounts enable ProviderOne to control individual access to the ProviderOne Provider Portal • Uniquely identifies an individual in the Mario Health Center’s domain • Each user account is assigned a User ID unique within the Mario Health Center Domain • Each user account is assigned a password • DSHS creates and assigns the first user account in the Mario Health Center Domain • The Provider System Administrator Account

15. The User Profile Enables ProviderOne to control what a user can see and do from the Provider Portal Each user account requires at least one assigned profile but may have several Profiles are created by DSHS Providers are responsible for assigning profiles to their individual user accounts

16. More About ProviderOne Profiles • System Administrator • Already created by DSHS • Use for initial access to ProviderOne & setup Provider System Administrator user account • Set to expire • Linda Kim • Sets up and maintains user accounts • Provides backup for all ProviderOne activities performed by other employees • Sally Smith • Monitors payment information • Performs user maintenance activities if Linda Kim is unavailable • Bob Sharp • Verifies client eligibility • Checks status of prior authorizations • Maintains Mario Health Center’s provider file • Assists Betty with claims submission • Betty Brown • Submits claims and follows up on claim status • Monitors the Remittance Advice to confirm claim payments • Accesses Mario Health Center’s provider file for information needed to submit claims

17. ProviderOne Security Tasks Covered Today • Access ProviderOne • Create new user accounts • Maintain user accounts • Change a user password • Disable a user account • Edit user contacts • Lock or unlock a user account • Add additional profiles to a user account • Edit user profiles

18. Task: Launch and Log Onto Provider Using initial System Administrator Account Launch and Log Onto Provider Using initial System Administrator Account

19. About This Task Launch ProviderOne Log into ProviderOne using the Mario Health Center’s domain name and the User ID and password of the initial System Administrator account setup by DSHS Select the EXT Provider System Administrator User Profile

20. DSHS Home Page

21. ProviderOne Home

22. Change Password

23. Select Profile

24. Provider Portal

25. Task Review: Launch and Log Onto Provider Using Initial System Administrator Account Launch ProviderOne Log into ProviderOne using the Mario Health Center’s domain name and the User ID and password of the initial System Administrator account setup by DSHS Select the EXT Provider System Administrator User Profile

26. Task: Create a Provider System Administrator User Account Create a Provider System Administrator User Account

27. About This Task Add the new user account Approve the new user Assign profiles to the user account Approve the profiles Change the password Communicate the login credentials to the user

28. Provider Portal

29. Tour of the Manage Users List

30. Manage Users List Filters

31. Adding a User Account

32. Add User - Page One - Completing the Form Part Two

33. Add User - Page Two – Examining the Form

34. Manage Users List – Setting the With Status Filter

35. Manage Users List – Select an Account to Approve

36. Update Status - Approved

37. Manage Users List – View Account Status – Click Hyperlink

38. User Details

39. Manage User Profiles

40. Add New Profiles to User

41. Manage User Profiles

42. Update Status

43. Manage User Profiles

44. User Details

45. Manage Users List

46. Provider Portal

47. Logout

48. Home Page

49. Change Password

50. Select a Profile