AuthentiCare Alabama User Manual

Transcription

AuthentiCare AlabamaUser ManualVersion: November 19, 2020

AuthentiCare Alabama – User ManualTable of ContentsDOCUMENT HISTORY . 6CHAPTER 11.11.21.31.41.51.61.7INTRODUCTION . 7COMMON TERMINOLOGY/ACRONYMS . 7OVERVIEW OF AUTHENTICARE ALABAMA . 10ORGANIZATION OF THE DATA. 11AUTHENTICARE ALABAMA USERS . 12SECURITY . 13USING THIS WEB APPLICATION . 13USING THIS MANUAL . 15CHAPTER 2GETTING STARTED . 172.1 ESTABLISHING A USER ACCOUNT . 172.2 REGISTRATION (FOR CASE MANAGERS AND COUNSELORS) . 172.2.1 Lead Case Manager (ADSS only) . 202.3 ADDING NEW PROVIDER SUB-ROLE USERS . 212.3 ADDING SELF-DIRECTED EMPLOYER USERS . 252.5 LOGGING IN TO AUTHENTICARE ALABAMA . 292.6 LOGGING OUT OF AUTHENTICARE ALABAMA . 292.7 CHANGING A PASSWORD . 302.8 DISABLING AUTHENTICARE WEB USERS . 312.8.1 Employer Users . 312.8.2 Provider Users . 332.8.3 State Administrative Users . 34CHAPTER 33.13.23.33.43.53.6AN INTRODUCTION TO NAVIGATING AUTHENTICARE . 35THE HOME PAGE . 35PROVIDER DASHBOARD . 36WORKER DASHBOARD . 38EXCEPTIONS DASHBOARD . 40CASE MANAGER DASHBOARD . 41OVERRIDE EXCEPTION DASHBOARD. 43CHAPTER 4 SEARCHVIEW THE PROVIDERS, CLIENTS, EMPLOYERS,WORKERS AND CASE MANAGERS . 464.1 SEARCHING FOR THE AGENCY, CLIENTS, EMPLOYERS OR WORKERS . 464.1.1 Viewing Providers . 484.1.2 Viewing Clients . 504.1.3 Viewing Workers . 524.1.4. Viewing Employers . 554.1.5 Viewing Case Managers . 57CHAPTER 55.15.2MANAGING PROVIDER INFORMATION . 58EDITING PROVIDER INFORMATION. 58835 ELECTRONIC REMITTANCE ADVICE FROM ALABAMA MMIS SYSTEM . 63 2020 First Data Government Solutions, LP. All Rights Reserved. Proprietary and Confidential.Page 2 of 250

AuthentiCare Alabama – User Manual5.3UPLOADING THE 835 INTO AUTHENTICARE . 63CHAPTER 66.16.26.36.4ADDING A WORKER . 65DELETING A WORKER. 70EDITING WORKERS . 73SUSPENDING/INACTIVATING/END DATING A WORKER . 73CHAPTER 77.1MANAGING WORKER INFORMATION . 65VIEW CLIENT (MEMBER) INFORMATION. 75VIEWING CLIENT (MEMBER) INFORMATION . 75CHAPTER 8SEARCH AND VIEW AUTHORIZATIONS . 77CHAPTER 9SCHEDULING . 809.1 USING THE CALENDAR . 809.1.1 Monthly . 819.1.2 Weekly . 829.1.3 Daily. 849.2 SEARCHING FOR SCHEDULED EVENTS IN THE CALENDAR . 869.3 SCHEDULING AN EVENT . 889.3.1 Scheduling an Event Using the Authorization . 889.3.2 Scheduling an Event from the Calendar . 919.3.3 Scheduling a Recurring Event . 959.4 EDITING AN EVENT . 989.5 CANCELLING AN EVENT (DELETING) . 999.6 ACKNOWLEDGING MISSED VISITS . 100CHAPTER 10 THE AUTHENTICARE ALABAMA IVR . 10410.110.210.310.4IVR FLOW . 104EXTRA SAFEGUARD FOR WORKERS WITH MORE THAN ONE WORKER ID . 104WORKER INSTRUCTIONS FOR USING THE IVR . 105STANDARD READING OF SERVICE CODE LIST ON THE IVR . 107CHAPTER 11 THE AUTHENTICARE 2.0 MOBILE APPLICATION . 108THE AUTHENTICARE MOBILE APPLICATION - ANDROID . 10811.1.1Introduction – Android Mobile Application . 10811.1.2Service Zones . 10811.1.3Core AuthentiCare Preparation . 10811.1.4Application Setup Done by Providers . 10911.1.5AuthentiCare Mobile App Fundamentals . 11111.1.6The Worker ID and Password Screen . 11311.1.7To Find a Device ID from the Settings Menu . 11511.1.8Clearing Data to Change from One Environment to Another. 11611.1.9To Log In to the Mobile App – First Use. 11711.1.10 To Log Out of the Mobile App . 11811.1.11 To Access the Calendar . 11911.1.13 Worker Check-Out from Client’s Location . 12611.1.14 AuthentiCare Mobile App Menu Basics . 127 2020 First Data Government Solutions, LP. All Rights Reserved. Proprietary and Confidential.Page 3 of 250

AuthentiCare Alabama – User Manual11.1.15 Two Different Menu Displays . 12811.2WORKER INSTRUCTIONS - USING THE ANDROID MOBILE APP AGENCY SERVICES . 12911.3WORKER INSTRUCTIONS - USING THE ANDROID MOBILE APP – SELF-DIRECT SERVICES13011.4THE AUTHENTICARE MOBILE APPLICATION - IOS . 13111.4.1Introduction – iOS Mobile Application . 13111.4.2Service Zones . 13111.4.3Core AuthentiCare Preparation . 13111.4.4Application Setup Done by Providers . 13211.4.5AuthentiCare Mobile App Fundamentals . 13311.4.6The Worker ID and Password Screen . 13611.4.7To Find a Device ID from the Settings Menu . 13911.4.8Clearing Data to Change from One Environment to Another. 14011.4.9To Log in to the Mobile App – First Use . 14111.4.10 To Log Out of the Mobile App . 14211.4.11 To Access the Calendar . 14311.4.12 Worker Check-Out from Client’s Location . 14911.4.13 AuthentiCare Mobile App Menu Basics . 15011.4.14 Two Different Menu Displays . 15111.5WORKER INSTRUCTIONS - USING THE IOS MOBILE APP . 15211.6WORKER INSTRUCTIONS - USING THE IOS MOBILE APP – SELF-DIRECT SERVICES . 153CHAPTER 12 MANAGING CLAIMS . 2.1212.1312.14SEARCHING AND VIEWING CLAIMS . 156EDITING A CLAIM (CLAIMS CORRECTION) . 161ADDING AN INDIVIDUAL (STANDARD) CLAIM . 163GROUPING CLAIMS. 167ADDING MULTIPLE CLAIMS (EXPRESS ENTRY) . 167DELETING A CLAIM . 169CONFIRMING A SINGLE CLAIM FOR BILLING . 169CONFIRMING CLAIMS IN BULK . 173UNCONFIRMING CLAIMS FOR FURTHER EDITING . 173ADDING NOTES – IMPORTANT FOR CLAIM EDIT/ENTRY DOCUMENTATION . 173RESUBMISSION OF DENIED CLAIMS (REPLACE CLAIM) . 174INACTIVATE A CLAIM . 175SUPERVISORY VISITS . 175EMPLOYER APPROVAL OF VISITS . 176CHAPTER 13 REPORTING . 17713.1CREATING A REPORT . 17713.2VIEWING A REPORT . 18013.3DELETING A REPORT FROM THE VIEW REPORTS SECTION . 18213.4USING REPORT TEMPLATES . 18313.4.1Creating a Report Template . 18413.4.2Click Running a Report from a Report Template . 18613.4.3Editing a Report Template . 18613.4.4Deleting a Report Template . 187 2020 First Data Government Solutions, LP. All Rights Reserved. Proprietary and Confidential.Page 4 of 250

AuthentiCare Alabama – User Manual13.5REPORT EXAMPLES . 18813.5.1Authorizations Report without Claim Detail . 18813.5.2Authorizations Report with Claim Detail . 19013.5.3Billing Invoice Report . 19113.5.4Calendar Report . 19413.5.5Claim Data Listing Report . 19613.5.6Claim Details Report . 19813.5.7Claim History Report . 20113.5.8Eligible Client Data Listing Report . 20413.5.9Exception Report . 20513.5.10 Late and Missed Visits Report . 20813.5.11 Overlapped Claim by Client Report . 21013.5.12 Overlapped Claim by Worker Report . 21313.5.13 Provider Activity Report . 21513.5.14 Remittance Advice Report . 21813.5.15 Remittance Data Listing Report . 22013.5.16 Time and Attendance Report . 22113.5.17 Unauthorized Location Report . 22413.5.18 Unauthorized Phone Number Report . 22613.5.19 Worker Activity Report . 22913.5.20 Workers by Provider Report . 23113.5.21 Denial Report . 233CHAPTER 14 ONGOING USER SUPPORT AND TRAINING . 23514.114.2TRAINING URL AND PHONE . 235PRODUCTION URL AND PHONE . 235CHAPTER 15 APPENDIX A.1: SERVICE CODES . 236APPENDIX A.2: ACTIVITY CODES FOR SELECTED SERVICES . 238ACTIVITY CODES . 238OBSERVATION CODES. 241CHAPTER 16 APPENDIX A.3: CLAIM EXCEPTION CODES . 242CRITICAL EXCEPTIONS . 242INFORMATIONAL (NON-CRITICAL) EXCEPTIONS . 245CHAPTER 17 APPENDIX A.4: DESCRIPTION OF PROVIDER SUB-ROLES . 249PROVIDER SUB-ROLES. 249CHAPTER 18 APPENDIX A.5: AAA REGION CODES (ADSS ONLY) . 250 2020 First Data Government Solutions, LP. All Rights Reserved. Proprietary and Confidential.Page 5 of 250

AuthentiCare Alabama – User ManualDOCUMENT HISTORYThis document is controlled through the Document Management Process. To verify thatthe document is the latest version, please contact First Data Client Support atAuthentiCare.Support@firstdata.com.DateJuly 27, 2017ResponsibleFirst DataReason for RevisionInitial SubmissionAugust 9, 2017First DataMinor Edits RevisionDecember 12, 2017First DataMay 31, 2018First DataSeptember 29, 2018First DataApril 2, 2019First DataSeptember 4, 2019First Data/FiservApril 16, 2020First Data/FiservMinor Formatting, Section 1.2,Chapter 11, Section 12.13, 13.5.3and Section 13.5.5 RevisionsChange Order #1 Revisions:Sections 2.2.1, 3.5, 3.6, 13.5.3,13.5.5, and 13.5.6; added 2 newexceptions and updated 1 exception.Chapter 11 and Appendix A.1RevisionsChange Order #2 Revisions:Sections 9.1, 13.5.21, Chapter 15,Appendix A.1, Chapter 18 andAppendix A.5Change Order #3 Revisions:New screenshots with productchanges, Chapter 4 changes forsearch functionsRevisions: Section NumberingAugust 24, 2020First Data/FiservChange Order #4 Revisions:Addition of self-direction: Eleven (11) self-directedservices adde

11.4.13 AuthentiCare Mobile App Menu Basics . 150 11.4.14 Two Different Menu Displays. 151 11.5 WORKER INSTRUCTIONS - USING THE IOS MOBILE APP . 152 11.6 WORKER INSTRUCTIONS - USING THE I