Portal Training Materials

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Provider Portal
Training Materials

 

In addition to the guides and videos below, we also created a frequently asked questions webpage to address the most common issues our Provider Customer Service team has been receiving.

 

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TRAINING MATERIALS

Basic Navigation

Login & Registration

User Management

Documents

Message Center

Preauthorization

Dental

Provider Profile

Claims

Emergent Inpatient Admission Notifications

Member Management

Referrals

 

Basic Navigation

An overview of the features and functionalites of the updated Provider Portal.

 

Login & Registration

  • New User Registration

    The steps to register new users and retrieve a forgotten username.

  • Login and Settings

    The steps for logging in and changing settings. 

  • Consolidating Existing Accounts

    The steps to consolidate existing accounts.

  • Existing User Moving Over the First Account

    An overview of the account migration process for our portal users who are setting up their first account.

  • Registering Additional Tax IDs

    The steps to provide access to users registered in the old version of the Provider Portal and retrieve a forgotten username.

  • Forgot Username

    The steps to recover a forgotten username.

  • Forgot Password

    The steps to reset a forgotten password.

 

User Management

 

Documents

  • Search and View Documents

    The steps for searching and viewing available Documents.

  • Export Report

    The steps for exporting reports that appear in the Documents tab.

 

Message Center

 

Preauthorization

 

Dental

  • Create Dental Claim

    The steps for creating a dental claim on the Provider Portal. 

  • Create Dental Predetermination

    An overview of the process for creating a dental predetermination. 

  • Search for and View Dental Predeterminations

    The steps for searching for and viewing Dental Predeterminations.  

 

Provider Profile

  • Search & View Provider Profile

    An overview of how to search for a provider and view their Profile.  

  • Update Provider Profile and Upload Documents

    An overview of how users with the Administrator/Office Manager role can request updates to a Provider's Profile in the provider portal.  

 

Claims

 

Emergent Inpatient Admission Notifications

  • Emergent Inpatient Admission Notifications

    The steps to create an emergent inpatient admission notification.

 

Member Management

 

Referrals