Client Portal Notifications
Hello,
For the agencies using the Client Portal, do you know if there is a setting to alert staff who send forms out via the portal that they are completed by the client. If so, can you please tell me where it is or how you follow up with these forms.
Thanks!
Newly Licensed Clinicians-Credentialing procedures
Hello,
I was wondering if anyone would be open to sharing what their policy/procedures are when a practitioner transitions to be becoming licensed and needs to start their credentialing applications. For example, do you have a conversation with them about how the process works and its the expectation that they complete the applications on their own or do you have a packet of information/steps for them to follow.
My goal is to have some type of process written but I dont want to do every step for them either so im looking for ideas on how other agencies/clinics handle this. I know some places may have a designated person for this but Im a 1 man band over here so anything would help.
Thanks!
Pre populated Dates in Clinical Charting
Does anyone know if there is a way to not have the system pre-populate the dates "from" and "to" dates in the Clinical Charting module? Staff have been addressed some concerns and so I wanted to reach out to see if there was anyone else who has any ideas to get around this.
Thanks
Thank you for your feedback regarding the new date filters. We have listened to your concerns regarding communication and have since made an update on our Live Updates Page.
Sincerely,
Chris Werner
Customer Success Manager
How does the administrator change a password for your professional staff
Hi Michael,
A champion will have the permission to access a staff profile, and change a password.
Simply open the staff profile, clear out the password section, enter a new temporary password and change the toggle for “change password on next log in” to yes.
Save the staff profile and give the staff the temporary password. Next time they log in they will then be prompted to change their password.
Thank you,
Amanda Kaufmann
Customer Success Manager
Optum - Adoption of CASII Clinical Criteria - Effective January 31, 2020
Hello - Does anyone know where Optum would like for us to submit the data on the information that we collect on the CASII's? This is effective today, January 31st. according to the September 2019 Newsletter and it applies to most commercial and Medicaid programs. Optum Provider relations do not have any information. I have a message into my Optum Network Manager. Does anyone else know anything?
Please Advise
Thank you
Paula
Can a fully licensed and credentialed provider have a Billing Supervisor?
We have a fully licensed LMFT who is credentialed with Medica...but has a client that has a Medica Medicare-provider-only plan. I want to bill with a Medicare provider as Billing Supervisor on these claims.
The claims dept rep suggested this to us as a work-around but wanted to more research to make sure this is ok.
System and Faxing Issues?
We have been having some issues with Procentive today. I'm not sure if it is our wonderful internet connect or if Procentive is having problems. We have been getting crazy errors when faxing things and our system is freezing up on us. Anyone else having problems? I tried to do a chat, but it just sits there. No response.
Customer support service by UserEcho
