Module 9.1 Application Centers 04112018 1. Module 9.1 SSP for … · 2018. 11. 14. · Published by Articulate® Storyline Narration: Accessing the Self-Service Portal for Application

Published by Articulate® Storyline www.articulate.com

Module 9.1_Application Centers_04112018

1. Module 9.1_SSP for Application Centers_v3 _naration

1.1 This Video Contains Audio

Notes:

1.2 Accessing the Self-Service Portal

Notes:


Narration: Accessing the Self-Service Portal for Application Centers

2. Introduction

2.1 Introduction

Notes:

Narration:

This course introduces the basics of accessing the Self-Service Portal, known as the SSP,

for Application Centers in the new Louisiana Medicaid Eligibility Determination

System, known as LaMEDS.

You may find it helpful to click the resources button on the top of your screen to

download the script of the video.

Use the navigation to the left to skip to the information you would like to view.


2.2 Accessing Self-Service Portal

Notes:

Note For LDH: Include a resource later that has the website to access the SSP

Narration: As an Application Center, you have additional functions beyond what the

public sees. To begin, access the system from the SSP homepage by clicking Login and

Enrollment in the Partner section.


Notes:

Narration: This video discusses the 3 main processes you will need in order to access the

SSP.


Enroll an Application Center: This refers to enrolling a new application center in the

system. You only have to do this if you are an Application Center manager, CEO or

CFO. Your Application Center must be enrolled before enrolling as a Trusted User.

Enroll as a Trusted User: This refers to what all Application Center Managers and

Representatives must do when creating an account in the SSP.

Login: This refers to logging into the SSP once you already have an account.

Click the Enroll an Application Center button first to learn about that function. If you

would like to skip that lesson, use the left navigation.

3. Enroll an Application Center

3.1 Application Center

Notes:

Narration: To enroll as an application center, first click the Enroll an Application Center

hyperlink on the Application Center Login & Enrollment screen.



Notes:

Narration: Here is the Application Center Contractual Agreement. You must fill out all 8

sections to enroll your application center and satellite offices.

Primary (Main) Application Center - Identifying Information: This is where you enter

the AC’s name and tax ID, and the name, phone number, and fax number of the AC’s

primary point of contact.

CEO/CFO Information: This is where you enter the name, date of birth, phone number,

and email for either the CEO or CFO of your AC

Physical & Mailing Address: This is where you enter the physical and mailing

addresses for the AC. If you note that the physical address is the same as the mailing

address, the mailing address fields pre-populate and are disabled.

Type of Facility: This is where you select a facility type from the drop-down menu.

This includes, but is not limited to, Pharmacies, Hospitals, and Religious Organizations.

Control of Facility: This is where you enter the control type from the drop-down menu

or type it in if the control type is not available in the drop-down. This includes, but is

not limited to, Federal Agencies, Charitable or Religious Organizations, and Privately

Owned entities.

Types of Applications To Be Served For Medicaid Applicants: This is where you check

the box or boxes next to the types of applicants you intend to serve at your AC

Add Satellite Application Center Location: If you have more than one physical location,

select yes to enter the addresses for each location.


3.3 Confirm Address

Notes:

Narration: Once you click Next on the Application Center Contractual Agreement

screen, you are asked to confirm the Physical and Mailing addresses you entered.

Sometimes, the SSP will suggest a valid address to review. This valid address either

matches what was entered on the previous screen or provides a slightly different

suggested address based on information from an interface. It is important to review this

information because if it is incorrect, it will affect the state’s ability to contact you and

send payment information.

3.4 Electronic Funds Transfer (EFT)

Notes:


Narration: Once you finish entering the information for your primary location, you get

the Electronic Funds Transfer (EFT) Enrollment Form. This screen appears for all

primary and satellite AC locations. It has 3 sections:

Contact Information: Enter the contact information for the individual who is responsible

for the AC’s finances.

Account Information: Enter information about the bank account where you want

payments from the state to be deposited.

Electronic Signature: To agree to the terms, check the boxes, and enter your name as an

electronic signature.

3.5 Satellite Application Center

Notes:

Narration: If you selected Yes for the question about adding a satellite application center

location, you are brought to the Satellite Application Center Location Contractual

Agreement screen. These questions are similar to the questions asked about the primary

application center.


3.6 Confirm Address

Notes:

Narration: For any satellite locations you add, you also have to confirm their addresses,

just like you did for the primary AC location.

3.7 Agreements

Notes:

Narration: After you fill out the Contractual Agreement and Electronic Funds Transfer

Enrollment Form screens for all AC locations, there are 3 screens you must agree to and

electronically sign. These are all the same forms that Application Centers are used to.

Previously they were paper forms, now you just complete them online as part of online


registration.

Application Center Agreements & Responsibilities: This screen outlines the

responsibilities that you have as an application center to serve applicants and enrollees,

and work with the state.

Confidentiality Responsibilities/Agreement: This screen outlines the federal regulations

about confidentiality and precautions you should take to safeguard sensitive personal

and medical information.

HIPAA Business Associate Addendum: This screen serves as an attachment to the

confidentiality agreement, and further clarifies the responsibilities of Application

Centers to handle personal and health information with care.

Take your time when reading through, acknowledging, and electronically signing all 3 of

these agreements.

3.8 Confirmation

Notes:

Narration:

After reading, acknowledging, and signing all three of the agreement screens, you have

successfully enrolled your AC! This screen confirms that the enrollment request has

gone to the state. Here, you can also print a PDF of your enrollment request for your

records, and take note of the LDH contact information in case you need to reach out

with any questions.

After that, wait for an email from the state with your Application Center ID. Once you

have that, you can create your own Trusted User account and start submitting

applications and case changes.


4. Enroll as a Trusted User


Notes:

Narration: After receiving your AC ID number, you will Enroll as a Trusted User. Click

the Enroll as a Trusted button to learn more about that function. You will receive this

from the Application Center Admin. Note that only Representatives and Managers need

to enroll. CEOs and CFOs will be enrolled automatically using the information entered

on the Application Center Contractual Agreement screen.

4.2 Trusted User Enrollment Process


Notes:

Narration: Before learning about the screens required to enroll as a Trusted User, take

time to look at the high-level process.


Notes:

Narration: To enroll as an Application Center Representative or Manager, first click the

Enroll as a Trusted User hyperlink on the Application Center Login & Enrollment screen.

4.4 Create A Trusted User Account


Notes:

Narration:

After indicating that you want to enroll as a Trusted User, you are taken to the Create A

Trusted User Account screen, where you fill out your contact information like name and

email address, create account credentials for your Account Login User ID, Password,

and PIN, and perform a quick security check.

Click the Create Account button to proceed.

4.5 Confirm Your Email Address

Notes:

Narration: Once you click Create Account, you’ll get the Confirm Your Email Address

screen explaining that you will receive an email with your validation link shortly. You

can click exit.


4.6 Account Updated Successfully

Notes:

Narration: After that, check your email for a unique link that takes you to a screen

indicating that your account has been updated successfully! Click Next on that screen.


Notes:

Narration: These are the steps required to create a Trusted User account! The next step

is to request a Trusted User ID.



Notes:

Narration: After clicking Next on the Account Updated Successfully screen, you’ll be

routed to the Application Center Login & Enrollment screen once again. Now, you can

enter your newly created Account Login User ID and Password, then click Login. You’ll

then be routed to the Manage My Account screen where you can agree to the User

Acceptance Agreement and link your Trusted User ID to your account if you already

have one. If you do not have a Trusted User ID yet, follow these steps.

4.9 My Application Center

Notes:


Narration: From the My Application Center screen, you need to request a Trusted User

ID from the My Application Center screen. Click the Request for Trusted User ID link to

proceed.

4.10 Application Center Request

Notes:

Narration: The Application Center Request for Trusted User ID screen has 4 sections:

Request for Association to an Application Center: When you request your Trusted User

ID you have to associate it with an Application Center using the App Center Location

ID. If you don't know the location ID, ask the App Center Administrator. If you work at

more than one facility, you can associate your Trusted User ID with more than one

location.

Your Information: This section asks for your name, sex, date of birth, phone number,

and email address

HIPAA Business Associate Addendum: Read the HIPAA Business Associate

Addendum carefully to understand what you need to do to protect the personal and

health information of applicants and enrollees

Electronic Signature: After reviewing the information you entered, check the boxes to

indicate that you have provided true, complete, and correct information and that you

have read the HIPAA Business Associate Addendum. Then enter your first name and

last name to sign.


4.11 Confidentiality Responsibilities/Agreement

Notes:

Narration: The Confidentiality Responsibilities and Agreement screen is separated into 3

sections:

Federal Regulations: This section outlines what you need to know about the federal

regulations about protecting applicant and enrollee information.

Precautions in Safeguarding Information: This section highlights precautions you can

take to safeguard sensitive personal and medical information.

Electronic Signature: After reviewing the information you entered, check the boxes and

enter your first name and last name.

Click Next to proceed.

4.12 Confirmation


Notes:

Narration: After clicking Next on the Confidentiality Responsibilities & Agreement

screen, you get the Confirmation screen. This means that the request for your Trusted

User ID has gone to the state for review. You have the option to view a PDF of the

Request Summary. Click the Print PDF button to proceed with the lesson.

4.13 LDH Application Center Request for

Notes:

Narration: When you click the Print PDF button, the Application Center Request for

Trusted User ID Summary PDF appears in a new tab. You can review the request, save it

to your desktop, or print it for your records.



Notes:

Narration: These are the steps required to request a Trusted User ID! The next step is to

complete training through Coursemill and get your Trusted User ID via email.

4.15 Enroll as a Trusted User

Notes:

Narration: After submitting your request for a Trusted User ID, the state will review

your request. Once the state has reviewed and processed your application, you will

receive an email with your personal Trusted User ID sent by an LDH employee. Using

your Account Login User ID (not the Trusted User ID but the one you selected when you


made your account) and Password, log back into the SSP, because you are now ready to

complete the process.


Notes:

Narration: These are the steps required to complete training and get your Trusted User

ID! The final step is to link your Trusted User ID to your Trusted User account.


Notes:


Narration: You are now ready to link your account to your Trusted User ID. Back on the

My Application Center screen, click Manage My Account.

4.18 Manage My Account

Notes:

Narration: The Manage My Account screen is where you link your Trusted User ID to

your account. In the Application Center Linking Information section, select Yes for the

question, Do you have a Trusted User ID. Then enter your Last Name, Date of Birth, and

Trusted User ID. Once you are finished, click Update Account to save those changes.



Notes:

Narration: After clicking Update Account, your Trusted User enrollment is complete!

Click the next button to see the full My Application Center screen of a Trusted User.


Notes:

Narration: When you return to the My Application Center Home Page, you will see that

the Request Trusted User ID section has disappeared, and there are three new sections:

Applications, Report a Change, and Update Profile. If you are a manager or CEO/CFO,

you will see extra sections as well, such as Payment History and Update Application

Center, Location, and Representative Profiles.


5. Login


Notes:

Narration: Now that you’ve learned about enrolling as a Trusted User, click the Login

button to learn about that function.


Notes:

Narration: Once you have already created your account in the SSP and linked your


information to an Application Center, you can enter your Account Login User ID and

Password and click login. If you forget your Account Login User ID or password, you

can select I forgot my User ID or I forgot my password, just to the right of the login fields.

The SSP asks you to enter the email address you associated with your account, and you’ll

receive an email with instructions about how to get into your account.


Notes:

Narration: After you login, the SSP takes you to the My Application Center homepage.

Here, you can submit applications, report changes, update your profile, and manage your

account.


6. Wrap Up

6.1 Wrap-Up

Notes:

Narration:

Now that you know how to enroll and log into the LaMEDS Self-Service Portal,

complete your enrollment in the system.

You will receive more training on how to submit applications, submit change reports,

and manage your account.

Module 9.1 Application Centers 04112018 1. Module 9.1 SSP for … · 2018. 11. 14. · Published by Articulate® Storyline Narration: Accessing the Self-Service Portal for Application

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