Netsmart Sandbox Tour Guide Script

Transcription

1 Netsmart Sandbox Tour Guide Script March 2012 This document is to be used in conjunction with the Netsmart Sandbox environment as a guide. Following the steps included in this guide will allow you to get a sense for the general workflow for your role and how you will interact with the Netsmart solutions, once your own system build is completed. It will provide you with a foundation for understanding the required data collection and making any design decisions associated with the project.

2 Avatar MSO Outside Provider Management Table of Contents Purpose... 2 Terminology... 2 Logging into Sandbox... 3 Contracting Provider Registration... 9 Contracting Provider Service Authorization Contracting Provider Termination P a g e

3 Purpose This exercise will help you become familiar with creating outside providers records in MSO that are providing services to part of your client population. You will walk through the following steps: Applying Contract Provider You will create a provider entity. Performing Provider Registration You will create a performing provider record in MSO. Contracting Provider Registration You will capture detailed information about the provider as well as the performing providers that provide services for the provider. Contracting Provider Service Authorization Create an authorization for a contract provider that provides them with a bucket of codes to be used across their population and does not require a client-level authorization to be completed. Contracting Provider Termination You will terminate a contracting provider s association with a funding source. Terminology Guarantor/Payors/Funding Source the financial entity that will reimburse your organization for the cost of the service rendered to the client. Outside Providers facilities that your organization may contract with to provide services to clients outside of your organization. 2 P a g e

4 Logging into Sandbox 1. Launch Avatar from the provided URL address: 2. Click the Start button to launch the application. 3. Log in by selecting the Server you are going to log in. 4. Type SAMPLE in the System Code field. 5. Type your username in the Username field. You will use INTAKE1, INTAKE2, INTAKE3, INTAKE4, or INTAKE5 as the Username. 6. Type your password in the Password field. The password for all the Intake users is INTAKE Click the Sign In button. Section Recap: You have now logged into Avatar. 3 P a g e

5 Applying Contract Provider Applying Contract Provider is one of the first three steps in creating a contract provider record in Avatar. It s most utilized to track contract providers that are in contract negotiations with your organization. 1. On the Home View, locate the Forms and Data widget. 2. Type Applying in the Search Forms field. Select Applying Contracting Provider. 3. A Select Provider window will appear. 4. Type Sunflower House in the search field. Click New Provider. 5. Click Yes in the Auto Assign Next ID Number message screen. 6. If you click No, you will have to manually assign a numeric ID number to the provider record. 4 P a g e

6 7. The Applying Contract Provider form will open. 8. Type 02/01/2000 in the Application Date field. 9. Click the Facility radio button from the Type of Contracting Provider field. 10. Type Sunflower House in the Name field. 11. Click the Type of Contact drop-down list. Select Phone. 12. Type a phone number in the Office Telephone field. 13. Type 244 Sun Street in the Office Address Street 1 field. 14. Type a zip code in the Office Address Zip Code field. Note: The City and State fields will automatically populate. If note, please manually enter the City and State in the required fields. 15. Click Submit to complete the form. Section Recap: You have now created a contract provider record. You now have the following information saved in Avatar: Applying Contract Provider 5 P a g e

7 Performing Provider Registration Performing Provider Registration is utilized to define a performing provider 1. On the Home View, locate the Forms and Data widget. 2. In the Forms and Data widget, type Performing Provider Registration in the Search Forms field. Select Performing Provider Registration. 3. The Select Performing Provider window will open. 4. Type Gibson in the search field. 5. Click New Performing Provider. 6. The Performing Provider Registration form will open. 6 P a g e

8 7. Type GIBSON,JANET in the Name field. 8. Type 01/01/2000 in the Registration Start Date field. 9. Click Performing Provider s License Data section form the form tree on the left side of the screen Click Add New Item. 11. Click the License Type drop-down list. Select LCSW. 12. Click the License State field. Select a state. 13. Type in the License # field. 14. Click the Yes radio button in the License Data Verified field. 15. Click Submit to complete the form. 7 P a g e

9 Section Recap: You have now defined a performing provider. You now have the following information saved in Avatar: Applying Contract Provider Performing Provider Registration 8 P a g e

10 Contracting Provider Registration The Contracting Provider Registration form is used to capture detailed information about the provider as well as the performing providers that provide services for the provider. 1. Locate the Forms and Data widget on the Home View. 2. Type Contracting Provider Registration in the Search Forms field. Select Contracting Provider Registration. 3. The Select Provider window will open. 4. Type Sunflower in the search field. 5. Click Sunflower House to highlight it. 6. Click the Select button. 7. The Contracting Provider Registration form will open. Note: Some fields will already be populated based on the information completed in the Applying Contracting Provider form. 9 P a g e

11 8. Type 02/01/2000 in the Registration Date field. 9. Click the In Network radio button from the In Network/Out Of Network field. 10. Click Performing Provider s Information from the Form Tree on the left side of the screen. 10 P a g e

12 11. Scroll down the form to view the Performing Provider required field. 12. Type Gibson in the Performing Provider field. 13. Click Add New Item. 14. Select JANET GIBSON. 15. Scroll to the top of the page. Note: Fields have become populated. 16. Click Performing Provider s License Data from the Form Tree on the left side of the screen. Note: Fields have become populated. 17. Click Submit to complete the form. Section Recap: You have now to entered information about the provider as well as the performing providers that provide services for the provider. You now have the following information saved in Avatar: Applying Contract Provider Performing Provider Registration Contracting Provider Registration 11 P a g e

13 Contracting Provider Service Authorization Contracting Provider Service Authorization authorizes services to be performed by a contracting provider, for any member. 1. On the Home View, locate the Forms and Data widget. 2. Type Contracting Provider Service in the Search Forms field. Double click Contracting Provider Service Authorization. 3. The Select Provider window will open. 4. Type Sunflower in the search field. 5. Click Sunflower House. 6. Click Select. 7. The Contracting Provider Service Authorization form will open. 12 P a g e

14 8. Click the Approved radio button from the Current Authorization Status field. 9. Click the Initial radio button from the Initial or Continuing Authorization field. 10. Type 02/01/2005 in the Begin Date Of Authorization field. 11. Type 02/01/2020 in the End Date Of Authorization field. 12. Click the Individual radio button from the Authorization Grouping or Individual Authorizations field. 13. Click the CPT Code radio button from the Procedure Code Type (1) field. 14. Click the Code Authorized (1) drop-down list. Select Assessment Interactive (90802). 15. Type 1000 in the Units Authorized (1) form. 16. Click Submit to complete the form. Section Recap: You have now authorized services to be performed by a contracting provider. You now have the following information saved in Avatar: Applying Contract Provider Performing Provider Registration 13 P a g e

15 Contracting Provider Registration Contracting Provider Service Authorization Contracting Provider Termination Contracting Provider Termination terminates a contracting provider s association with a funding source. 1. Locate the Forms and Data widget on the Home View. 2. Type Contracting Provider Termination in the Search Forms field. Select Contracting Provider Termination. 3. The Select Provider window will open. 4. Type Sunflower in the search field. 5. Click Sunflower House to highlight it. 6. Click the Select button. 7. The Contracting Provider Termination form will open. 14 P a g e

16 8. Double click the highlighted row to open the Contracting Provider Termination form. 9. Click T in the Termination Date field. 10. Click Submit to complete the form. 11. Once a Contracting Provider s record has been terminated in Avatar, a new record can be opened via the Contracting Provider Registration form if needed. Section Recap: You have now terminated a contracting provider s association with a funding source, in this case Sunflower House. You now have the following information saved in Avatar: Applying Contract Provider 15 P a g e

17 Performing Provider Registration Contracting Provider Registration Contracting Provider Service Authorization Contracting Provider Termination SANDBOX NOTES 16 P a g e

18 17 P a g e