VALUEOPTIONS®
Presents:
An Administrative
Orientation for MVP
Health Care Providers
July 2009 Forum Series
1
Contract Changes Go Into
Effect on: September 1, 2009
2
Agenda
•
•
•
•
•
Welcome and Introductions
Overview of ValueOptions®
MVP Health Care and ValueOptions® Partnership
Overview of New York State Plans
Network Services
– Provider Relations
– Credentialing and Contracting
– Network Operations
•
•
•
•
•
•
3
Customer Service: Claims and Clinical
Clinical Operations and Quality Management
Claims
ProviderConnect Demonstration
Electronic Funds Transfer (EFT) & PaySpan Health
Questions and Answers
Welcome & Introductions
4
Panel of Speakers
5
•
Cathy Gilbert, National Director of Provider Relations
•
Renee Abdou-Malta, VP National Network Services
•
Dr. Christopher Dennis, VP, Regional Medical Director
•
Janice Maurizio, VP National Clinical Services
•
Jean Barnard, Director of Claims Operations
•
Maggie Middleton, Director of Customer Service
•
Sue Healey, Director of Claims Customer Service
•
Aaron Bennett, Clinical Customer Service
Overview of ValueOptions®
6
ValueOptions
National Headquarters
National Support Centers
Regional Service Centers
1 to 3 Million Lives
500,000 to 1 Million Lives
250,000 to 500,000 Lives
Under 250,000 Lives
7
®
Nationwide
ValueOptions® Connect System
PHARMACONNECT
Automatic screening of medical and pharmacy
claims to identify patient specific information
NETWORKCONNECT
Robust network management
and provider relations
PROVIDERCONNECT
Secure, online administrative
self-service for providers
CARECONNECT
TELECONNECT
Superior clinical case management
and data collection
Easy-to-access telephonic self-service
for providers and members
SERVICECONNECT
Industry-best customer service
and issue resolution
MEMBERCONNECT
Online self-service and award-winning
content for members
CLIENTCONNECT
Secure, online access to reports and
claims payment information
8
Contact Information
•
Provider Line
– Questions about Credentialing or Contracting
– (800) 235-3149
•
Clinical Authorization and Claims Customer Service
– For Clinical and Customer Service issues, the contact
numbers will not change – call the appropriate MVP Health
Care number on the member’s card and follow the prompts to
be connected to ValueOptions®.
•
Provider Relations Email
– [email protected]
•
National Facility Contracting
• Rhonda Stewart or Bill Keleher
– [email protected]
– [email protected]
9
MVP Health Care & ValueOptions®
Partnership Overview
10
MVP Health Care & ValueOptions®
•
Effective 9/1/09, ValueOptions® will Manage
Behavioral Health Services for most MVP Health Care
Plans. Why ValueOptions®?
– provide focused behavioral health care
– expertise to implement the Federal Mental Health Parity Act
– provide a robust national provider network
11
MVP Health Care & ValueOptions®
12
•
All ASO (self-funded) plans that currently have their
behavioral health coverage administered by MVP will
have these services administered by ValueOptions®
•
ValueOptions® will administer behavioral health coverage
for all fully-insured plans in New York and New
Hampshire (HMO, POS, EPO, PPO, Indemnity).
•
Primarilink will continue to administer behavioral health
coverage for fully-insured Vermont plans
What will change for Employers and
Members?
13
•
Members will use ValueOptions® provider network to
access behavioral health treatment or other related
services.
•
ValueOptions® will perform utilization management duties
to ensure medically necessary treatment plans are
approved for coverage.
•
ValueOptions® will be processing claims for coverage.
Overview of New York State
Plans
14
New York City Service Center
New York City Service Center
»Over 3.5 Million Covered Commercial/Medicare/Medicaid members and retirees
»Utilization Review Accredited Commission (URAC) certified
»ValueOptions® manages both the Mental Health and Substance Abuse benefits
GHI-BMP
(866) 271-6403
•GHI-BMP: GHI
pays the claims
15
GHI-Medicare
Choice PPO
(866) 318-7595
GHI-Family Health Plus
(866) 801-5367
Liberty Health Advantage
(866) 635-3468
Senior Whole Health
(866) 300-0217
VNS Choice Select
( 866) 317-7773
•ValueOptions® pays
the claims
Great-West Healthcare
(866)714-2960
VidaCare
(800) 922-3626
•ValueOptions® pays the
claims
•Claims are paid by
Royal
Provider Relations: Email Address and Helpline
16
MVP Health Care
New York City Service
Center
(800) 235-3149
(866) 477-9741
[email protected]
[email protected]
National Network Services:
Provider Relations, Credentialing,
Contracting & Network Operations
17
Provider Service Options
18
Continuous Program of Provider Education
Welcome Package
ValueOptions®
Newsletters
E-Pub
Visits to
Key Facilities
Annual Revision to
Provider Handbook
Representation at
Trade Shows
Provider
Forums
19
valueoptions.com
National Provider Relations Web Site
20
•
Company News: Read the most recent news about
our company
•
The Valued Provider: Access articles found in our
provider newsletter. Read informative articles and
learn about new initiatives underway at
ValueOptions®
•
Educational Opportunities: View educational
articles and 2009 Provider Forum information online
•
Provider Forms: Find administrative and clinical
forms
•
2009 National Provider Handbook: Read about
ValueOptions® policies, provider responsibilities and
much more
ValueOptions® Contracting & Credentialing
•
Provider Credentialing and Recredentialing
– Pre-populated Credentialing Application
– Recredentialing Required Every 3 years
– You can find additional information about Credentialing
in FAQ (Frequently Asked Questions) document
•
Provider Contracting
– ValueOptions® Provider Agreements
– NY-CHCS IPA Agreement
– You can find additional information about Contracting
in FAQ (Frequently Asked Questions) document
Questions about Contracting and Credentialing? – Call 1-800-235-3149
(8am – 5pm EST)
21
Network Operations: Provider Data Verification
•
•
•
•
Annually, ValueOptions® sends provider data
verification forms to all providers verifying all
demographic information
All forms must be completed and signed
Completed information ensures accurate referrals
and claims payment.
Quick Address Solutions
– Validates addresses against official postal authority
records
– Improved overall address data quality
– Increased productivity
– Reduced waste caused by undeliverable mail.
22
Customer Service: Claims and
Clinical
23
Customer Service Philosophy
24
•
ValueOptions® Customer Service philosophy lies in our
commitment to provide our members and providers
with the most accurate and informed benefit, eligibility,
claims, and certification information in the most
effective, efficient, and compassionate manner.
•
ValueOptions® puts our members’ needs and concerns
first and is committed to resolving inquiries promptly
without the need to make a re-contact. We value our
members’ questions and concerns and place member
satisfaction at the heart of our Customer Service
philosophy.
Key Areas of Expertise
Clinical Customer Service
Claims Customer Service
Provides the following services to
Members and Providers as the front end
to the Clinical Department:
Provides the following services to both
Members and Providers:
–Responds to routine eligibility questions
–Responds to routine claims, benefits
and eligibility questions via telephonr,
correspondence and web inquiries
–Facilitates the resolution of complex
claims issues via telephone,
correspondence and web inquiries
–Responds to all Administrative
Complaints and Appeals via a dedicated
Appeal and Complaint Unit
–Provides dedicated Liasons to
investigate and resolve complex client
and provider issues
–Responds to requests for authorizations
–Responds to referral requests
–Education assistance
25
Customer Service Technology
•
•
•
•
•
26
AVAYA Call System
Service/CareConnect
Member/Provider and TeleConnect
BenefitConnect
NICE Perform Technology
Clinical Operations & Quality
Management
27
Care Management Paradigm
Referred by Health Plan Care Manager
Members Who Seek
Care Via ValueOptions’
Clinical Referral Line
Key Components of ValueOptions’
Care Management Paradigm
• Authorization and care management
recommendations are Individualized for
Diagnoses and Level of Care requests.
Members Identified
By ValueOptions’
PharmaConnect
Application
• Collaborative approach with treating providers.
• Symptom Complex based review processes.
Members Identified
As High Risk
(Multiple Channels)
• Utilization of treatment guidelines, Level of Care
criteria and treatment algorithms.
• Intensive Care Management programs for high
risk high cost members.
Members Identified By
Predictive Modeling
Software – High Risk
Physical Potential
Co-morbid Behavioral
• Intensive Care Management activities to impact:
Members Identified By
Health Plan Disease
Management Screening
− Acute Inpatient
− Intensive Outpatient
− Residential
− Outlier Outpatient Case
− Partial Hospital
• Special protocols based on client nuances.
Referred From Employer EAP Provider
28
Members Entering the
Behavioral Health
System In Crisis
Referral Assistance
•
Licensed care management staff is available 24 hours a
day/seven days a week for referral and utilization
management.
– Member referral process:
• Emergencies are followed until disposition.
• Urgent referrals are offered appointments within 48
hours and are called to ensure appointment is kept.
• Providers can contact ValueOptions® for referral
assistance if needed.
• Providers should contact ValueOptions® 24 hours a
day/seven days a week if members require higher
level of care or increased visit frequency.
• Care Management staff will assist with referral to
inpatient or specialty programs.
• Referral protocols in place with MVP’s Disease
Management, Utilization Management and Health
Management programs.
29
Resources for Providers
•
Clinical information is available at ValueOptions.com
– ValueOptions® Medical Necessity criteria.
– ASAM criteria utilized for Substance Abuse.
– Treatment Practice guidelines.
– PCP consult line 9 am to 5 pm – 877-241-5575.
– Intensive Case Management Services
– PharmaConnect analyzes pharmacy data and uses
automated rules engine to screen for:
• Sub-optimal therapy
• Under-use
• Early discontinuation
• Automatic notification to providers
30
Resources for Providers (Continued)
•
Clinical information is available at ValueOptions.com
– On Track: A client-centered outcomes management
program, supports clinicians as they help clients achieve
their goals. The goal of On Track is to provide clinicians
with state of the art, easy-to-use tools that promote
improved client outcomes.
– Achieve Solutions , a continuously updated and trusted
behavioral health and wellness Web site that you can
share with your patients. Designed with an intuitive,
user-friendly interface, the site provides more than 6,000
articles on over 200 topics.
31
Utilization Management Process
32
•
All authorizations requests should be submitted online through ProviderConnect
•
Inpatient and higher level of care requests are
completed either through the web or telephonically by
calling the number on the back of the members MVP
Health Care Identification card
•
Preauthorization is required for inpatient requests.
•
ValueOptions® Staff are available 24 hours a day/
seven days a week.
•
Outpatient requests can be mailed completed online,
mailed to PO Box 1408, Latham, NY 12110 or faxed.
Utilization Management (continued)
•
Transition benefit for those members in treatment prior to
9/1/09:
– Therapy: 8 sessions or 90 days, whichever comes first. An
Outpatient Registration Form (ORF) is required for
additional sessions.
– Medication management: 5 sessions or 90 days, whichever
comes first. A Medications Management Form is required
for additional sessions.
•
Outpatient Utilization process:
– Therapy: 8 Pass through sessions per member per benefit
year . Additional sessions require preauthorization.
– Medication Management: 12 pass through sessions per
member per benefit year. Additional sessions require
preauthorization.
– Psychological testing requires preauthorization
33
Clinical Forms
•
The following forms can be found at the following location
on the ValueOptions® website:
http://valueoptions.com/providers/Clinforms.htm
–
–
–
–
34
Outpatient Registration Form (ORF)
Inpatient Treatment Report (ITR)
Medications Management Form
Psychological Testing Form
What is On Track Outcomes?
•
A client-centered outcomes management program
•
Designed to support clinicians as they help clients
achieve their goals
•
Utilizes a standardized, client-completed questionnaire
and rapid feedback to provider
Disclaimer: The ValueOptions® On Track Outcomes program does not make recommendations or
decisions about appropriate clinical care or service. Any questionnaires, reports, guidelines
and other material related to this program are intended as an informational aid to network
clinicians. They do not substitute for or limit in any way the use of other resources and the
clinician's own professional judgment in the delivery of counseling services.
35
On Track Benefits for Clinicians
•
Compare client progress to benchmarks –
– “Is this treatment working for this patient?”
•
•
•
36
Assist identification of potential self-harm and substance
abuse risk
Aggregate outcomes: evidence of value and
effectiveness of counseling services
Recognition: ValueSelectsm designation
Client Feedback Form (CFF)
•
Key Fields Required to Process Forms
– Case Number: Numeric, provider assigned, unique to participant,
but not identifiable by others
– Date and Session number – to track progress
– EAP Case: Select “No” if using MHSA benefit
•
Scoring: Global Distress, SA, Alliance
– 5-point scale items: 0 (Never) to 4 (Very often)
– Sum scores, divide by number of items
37
www.psychoutcomes.org/ValueOptions
New users
register here
Print
personalized
CFFs
38
Access On Track
results
Resources
•
Frequently Asked Questions
On the web site, near bottom of the ValueOptions® page
•
•
39
Technical/Data/Web:
Email to [email protected]
General comments or questions:
Email to [email protected]
or
Call On Track Customer Service 866-476-9796
Quality Management
40
Overview of Quality Management Program
•
•
41
Quality Management Program Oversight is provided by
Medical Director
Key Quality Indicators include but are not limited to:
– Satisfaction Survey measures
– Access and Availability of Services – geographic access;
phone statistics; appointment availability; etc.
– Complaints and Grievances tracking and reporting
– Patient Safety – (adverse incidents and quality of care)
– Coordination of Care
– Quality Improvement Activities/Projects
– Compliance with URAC Standards
– Compliance with NCQA Standards
Quality Management Department
•
Ongoing Quality Improvement Activities (QIAs)
– Clinical QIAs
• Ambulatory Follow-up
• Time in the Community – Depression Management
• Risk Tracking – Referral for Urgent and Emergent Tx
– Service QIAs
• Average Speed of Answer
• Provider Satisfaction with Utilization Management
42
Claims
43
Paper Claims Filing & Provider Summary Vouchers
44
•
Are you sending in paper
claims?
•
Paper Provider Summary
Vouchers?
•
Is your cash flow not
flowing the way you would
like?
•
Are you buried in paper
work or back billing that
needs to be done?
Solution: Electronic Claims Submission
•
45
Advantages:
It’s better, faster, and cheaper!
–
Reduced Paper Files
–
Reduced Labor and Postage Expenses
–
Reduced potential of error or mishandling
–
Faster claims processing improves cash flow
ValueOptions® EDI
•
•
ValueOptions® will accept claims files from any Practice
Management System that outputs HIPAA formatted 837P
or 837I files, as well as from EDI claims submission
vendors.
ValueOptions® offers Direct Claims Submission on our
website FREE to providers who do not have their own
software, or who wish to submit certain claims outside their
batch files.
–
–
•
46
(Electronic Data Interchange)
These claims are processed immediately, and you are provided the
claim number
You may submit batch claims files or Direct Claims interchangeably
ValueOptions® has a dedicated Helpdesk
888-247-9311 (8am to 6pm EST) for EDI issues
ProviderConnect Overview
47
ProviderConnect (Provider Online Services)
•
What is ProviderConnect?
•
ProviderConnect is an online tool where providers
can:
–
–
–
–
–
–
–
–
–
•
48
Verify Member eligibility
View authorizations and authorization letters
Request Authorizations
Submit Claims
View Claim Status
Access Provider Summary Voucher
Submit inquiries to Customer Service
Submit updates to provider demographic information
Access and print forms
Increased convenience & decreased administrative
processes!
ProviderConnect Benefits
•
What are the benefits of ProviderConnect?
– Free, online, secure application
– Easily access routine information 24 hours a day, 7 days a
week
– Complete multiple transactions in a single sitting
– View and print information
– Reduce calls for routine information
49
How to Access ProviderConnect?
•
All In Network providers will be able to obtain online
registration per provider ID number via the website
•
To obtain additional logons for ProviderConnect – contact
the ValueOptions® EDI Helpdesk at (888) 247-9311 and
press option 3, Monday thru Friday, 8a.m. – 6 p.m. EST
• The turn around time for additional logons is 48 hours
•
50
Access thru: www.valueoptions.com within the provider
section of ValueOptions®
Demonstration of
ProviderConnect
51
ProviderConnect Login Screen
52
User Agreement
53
Search/View Member Eligibility
54
Member Eligibility Results
55
Review an Authorization
56
Search Authorizations
57
Authorization Search Results
58
Authorization Summary
59
Authorization Detail
60
My Practice Information
61
View Provider Practice Information
62
Provider Search Results
63
Provider Practice Details
64
Updating Provider Practice Information
65
Inquiry Tracking Number
66
My Online Registration Profile
67
Updating My Online Profile
68
ProviderConnect Message Center (Personalized!)
69
Inquiry Details
70
View Provider Summary Voucher
71
View Provider Summary Voucher
72
Provider Summary Voucher Results
73
Electronic Funds Transfer (EFT) &
PaySpan Health Overview
74
75
•
Welcome to PaySpan Health, an enhanced payment
and reconciliation solution.
•
This new solution will enable you to receive faster
payments through electronic deposits with complete
remittance details.
•
You will have numerous online capabilities!
General Features
•
•
PaySpan provider site has an online security subsystem that
allows you to control each user’s access to specific customer
applications, individual reports and web site features.
PaySpan provider site’s security control includes controlling
access to the following functions:
–
–
–
–
–
–
•
•
•
76
Managing accounts
Reconciling payments
Viewing payments online
Viewing account configuration
Administering user rights
Accessing individual rights
PaySpan provider site logs all user activity on the PaySpan
provider site.
PaySpan provider site provides Online Help on every screen.
PaySpan provider site supports Internet Explorer 5.0 and above.
your unique registration code:
your unique registration code:
xxxxxxxx
xxxxxxxx
pay to vendor number
pay to vendor number
for eft registration only:
for eft registration only:
DEMO HEALTHCARE PARTNERS
4439 EASY ST
ANYTOWN, MA 12345
A123456
A123456
To Our Providers:
ValueOptions® now offers Providers PaySpan Health - a solution that delivers Electronic Payments (EFTs), Remittance Advices
(ERAs), and much more. FREE to (insert Payer Name here)
Providers, the solution enables online presentment of remittances, and straightforward reconciliation of payments to empower our
Providers to reduce costs, speed secondary billings, and improve cash flow.
Convenient Payments
PaySpan Health gives you the option to receive payments according to preference: electronically direct to a bank account, or
by traditional paper check. You are also able to choose the method in which you receive remittance information:
ƒElectronic remittance advices presented online and printed on location.
ƒHIPAA 835 electronic remittance files for download directly to a HIPAA-compliant
Practice Management or Patient Accounting System.
Provider Benefits
As a Provider, you can gain immediate benefits by signing up for PaySpan Health:
77
ƒReduce accounting expenses – Electronic remittance
advices can be imported directly into Practice
Management or Patient Accounting Systems, eliminating
the need for manual re-keying.
ƒMatch payments to advices quickly – You can associate
electronic payments with electronic remittance advices
quickly and easily.
ƒImprove cash flow – Electronic payments can mean
faster payments, leading to improvements in cash flow.
•Maintain control over remittance formats – You can
choose from a large library of formats for remittance advices
you will receive.
ƒMaintain control over bank accounts – You keep
TOTAL control over the destination of claim payment
funds. Multiple practices and accounts are supported.
•Manage multiple Payers – Reuse enrollment information
to connect with multiple Payers. Assign different Payers to
different bank accounts, as desired.
How do I sign up?
•
Providers will need the following to start the Provider Registration and to
access Payspan system:
– Provider Identification Number (PIN) – ( this is your ValueOptions®
Pay to Vendor Number)
– Tax Identification Number (TIN)
– Bank routing information
– Account information found Reference Document
78
•
NOTE: Do not pull this information from a deposit slip as your bank
routing information is different than what is reported on the check.
•
If you do not have the registration enrollment letter, please contact the
ValueOptions® Corporate Finance Department at
[email protected] with your PIN or TIN and your
registration code will be emailed to you within 3 business days.
www.payspanhealth.com
•
•
Log onto:
www.payspanhealth.c
om
•
Select Secure
Registration button.
•
Registration Code
Screen will appear.
•
PaySpan Health
Customer Service
Support Phone
Number:
877-331-7154
•
•
Hours 7AM – 9 PM
(EST) Monday Friday.
•
Download User Guide
on Help Menu
79
Registration Code Screen
•
Type in the
Registration
Code from the
Registration
Letter.
•
Select the OK
button.
•
The Welcome
page will
appear.
•
Note – The
person
completing
the process
will become
the
administrator.
Highest level
of security full
access.
80
Welcome to PaySpan Health – Log in
Screen
•
The PIN is your
Pay to Vendor
Number.
•
Tin – Tax
Identification
Number.
•
Verify Name and
Address in the top
right hand corner.
If this information
is not correct
notify
ValueOptions®.
•
Select the BEGIN
button to start the
registration
process.
81
Registration Information Step 1 of 3
•
Complete the
required
Registration
Information fields
which are marked
with a red asterisk
( *).
•
The Email address
will become your
user name.
•
Passwords must
be at least 8
characters and
contain a capital
letter and one
number.
•
Select the Next
button for Step 2
of 3.
82
Pay to Vendor Number
•
What is a pay to vendor number?
– This is a vendor number issued by ValueOptions® and
indicates the mailing address for all your payments.
•
Can a provider have more than one pay to vendor
number?
– Yes
•
Does each pay to vendor number need to be
registered with PaySpan?
– Yes
83
Registration Information Step 2 of 3
84
•
Complete all required
fields.
– Account Name
Receiving Account
– Account Description
– Routing Number
From Check
– Account Number
– Verify Account
Number
– Account Type –
Business Checking
– Account System –
General Healthcare
– Download Format –
835
•
Click the NEXT button.
Registration Information Step 3 of 3
•
Review the Registration
Information
•
Click the EDIT button for
any corrections.
•
Read the Service
Agreement and then
check the terms and
conditions box to agree.
•
Select the Confirm button.
•
You have completed the
process.
85
Registration Success
•
An email from
PaySpan Health will
be sent to the email
address set up in
Step one. This
email confirms that
the registration was
setup successfully.
•
You will received
an ACH deposit in
your account within
the next few days in
a random amount
from $.01 to $.99.
This will come from
Payformance
Corporation. You
do not have to
return these funds.
It’s a gift..
86
Accessing and Using PaySpan Health
•
Log onto:
www.payspanhealth.co
m
•
Select the Secure Login
button under Client
Login.
•
The Sign-In screen will
appear.
87
Sign-In Screen
•
This is the screen that will
display upon signing in
after successful
registration.
•
Enter the user name and
password.
•
The user name should be
the user’s email address.
•
User passwords are casesensitive.
•
Select the Ok button.
•
The Home Page will
appear.
88
Home Page
•
The Home Page will
appear (with Pending
Accounts) as
illustrated below when
you access the
website for the first
time.
•
Note you will need to
contact your bank to
verify the deposit
amount from
Payformance.
•
To complete the
verification process:
•
Select the Depository
Account in the
dropdown menu.
•
Indicate the Deposit
Amount.
•
Select the Confirm
button to finalize the
verification process.
89
Home – No new payments
•
The following Home
Page will appear
once the receiving
account is
confirmed with no
new payments.
•
If you have an
additional
Registration Code
from a New Payer
you can enter it on
the right side of
this screen in the
Register New
Registration Code
box.
90
Home Page – New Payments
91
•
The following
Home Page will
appear the next
time you log in
when New
Payments have
been issued.
•
You will have the
option to
download these
payments in an
835 format. So
that you can auto
post these
payments.
New Payment Screen
•
To access this
screen you will
click on the new
payments link.
•
There are two
options available.
•
Viewing payment
data.
•
Downloading
payment data.
92
Payment Detail Screen
•
The payment
detail for selected
item will display
in an Adobe
format.
•
Please note this
is a sample
Explanation of
Payment.
93
Pay Span Health Tab Features
The following tab features can be
accessed from the home page:
•
•
•
•
•
Payments
Administration
Preferences
Help
Logout
The Payments tab
includes:
• Account Management
• Payor Management
• Reconciliation History
94
The Reports tab includes:
• Document Archive Search
• Run a Report
The Administration tab
includes:
• User Administration
• Security Administration
• Email Users
• Activity Log
The Preferences tab
includes:
•Edit Profile
•Change Password
PaySpan Health Payments Menu
95
•
Payments
•
You may use options from the Payments menu to manage your Receiving
Accounts, PaySpan Health Payers, and view previous reconciliation
downloads.
•
The options available from this menu pertain to your payments:
–
Account Management - PaySpan Health organizes your incoming
payments into Receiving Accounts. The Account Management section of
the site contains information on each of the Receiving Accounts that have
been set up to receive payments from registered Payers.
–
Payer Management - The Payer Management section of the site displays
information on each of the PaySpan Health Payers that have been
registered to send payments. This section is controlled by security access
rights.
–
Reconciliation History - The Reconciliation History section of the site
provides users with a list of all payments that have been confirmed from the
PaySpan Health account and provides the ability to download past
payments.
PaySpan Health Reports Menu
•
Reports
–
–
•
Document Archive
–
96
Reports allow the user to view historical records of their
documents. Standard reports, such as the Payment Detail
Report, are predefined and use a default set of fields when the
template was initially created.
Some reports require criteria input for generation so that they
can be tailored to your needs. Once you enter the criteria if
necessary, the report will be generated and displayed in a
separate window. You will then have the option to export the
report in a number of different formats, including Excel and
HTML for storage and printing from your local computer.
The Document Archive provides powerful searching and online
viewing capabilities for all documents that have passed through
the PaySpan Health system. This includes all payments that
have been downloaded for reconciliation on your behalf, as well
as all documents that were only confirmed and viewed online.
Performing a Document Archive Search allows you to quickly
locate past documents for customer or employee support, or
other administrative purposes.
PaySpan Health Preferences Menu
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Preferences
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•
Edit Profile
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The Edit Profile screen allows the user to modify their individual contact
information. Click on image to find more information about page elements.
Change Password
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The options available from this menu pertain to your user account for the
web site.
The Change Password screen allows the user to select a new password for
accessing the site.
PaySpan Health Administration Menu
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Administration
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PaySpan Health has a Security module that will allow the Administrator to
precisely designate which users will have access to the appropriate menu
items and features on the web site. Administrators have access to the User
Administration and Security Administration sections described below to
administer users and set security access rights to the PaySpan Health
Payment Center features.
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The Administrator may choose to restrict access to various features on the
web site for process or security reasons. For example, the Administrator
may restrict access to the "Account Access" or the “Edit Receiving Account”
functionality.
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The Main Menu Bar will appear for all users. For a menu item to work, the
user must have the correct security access set by the group administrator.
PaySpan Health User Administration Menu
•
User Administration
– Administrators have the ability to view, add, edit, and change
passwords for registered users. To add a new user, select the
'Add' button. To edit a user, click on the User's full name. To view
Inactive Users check the 'Show Inactive Users' check box.
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PaySpan Health Activity Log Menu
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Activity Log
– The Activity Log screen allows the user view their past activity on
the site. Administrators will have access to the activity log entries
of all users from their company, and may filter by user if
desired. Users who are not Administrators will only have access to
log entries of their own activities. The user has the option of
filtering the activity detail by User and Date.
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Question and Answers
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