exprs Activity / User Role Matrix for Brokerages

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Sophia Williams
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1 exprs Activity / User Role Matrix for s The User Enrollment Below are the minimum roles that a BROKERAGE MUST HAVE to conduct business in exprs: Except where role exclusions are noted, one person can have multiple roles. Manage overall security and user access for my organization. Accept a SEPA (accept money from the State). Create, update, submit a PLAN OF CARE (POC). Security Auth + Current Board Order IGA Manager + Current Board Order User Enrollment Contractor Direct Contract Chief Security Officer IGA Manager POC Manager NOTE: this role can only be assigned by DHS. NOTE: this role can only be assigned by DHS. Review and approve/reject POC CLAIMS submitted by PSW/IC- PSW providers. User Enrollment POC Claim Reviewer Manage my s POC PROVIDER PANEL, including viewing provider records. Create & submit POC SERVICE DELIVERED (SD) Entries on behalf of providers (PSW/IC-PSW or generic) for payment. User Enrollment User Enrollment Provider Panel Manager POC Claims Manager exprs Activity vs Role Matrix for s (v9; ) Page 1 of 5

Security Auth + Current Board Order IGA Manager + Current Board Order User Enrollment Contractor Direct Contract Chief Security Officer IGA Manager POC Manager NOTE: this role can only be assigned by

2 exprs Activity / User Role Matrix for s The User Enrollment Create, save, SUBMIT and/or EDIT an SE148 PATCM/PAWCM CPA for the s Case Management services. User Enrollment PA CPA Manager NOTE: Cannot have this role AND also have CM Encounter Manager role. Case Create, submit, void SE148 PATCM/PAWCM RFFS Claims User Enrollment PA Encounter Manager NOTE: Cannot have this role AND also have PA CPA Manager role. Case Create & submit DD ELIGIBILITY ENROLLMENT (0337) information, submit TXIX waiver forms and SNAP budget pages using exprs. User Enrollment Eligibility Enrollment Processor Case Have a Personal Agent name show in the drop down lists for our. User Enrollment CM Personal Agent NOTE: This role is used for exprs data only. It does NOT give the person access to exprs as a stand alone role. User must have another role assigned to have access to exprs. Case exprs Activity vs Role Matrix for s (v9; ) Page 2 of 5

Case Create, submit, void SE148 PATCM/PAWCM RFFS Claims User Enrollment PA Encounter Manager NOTE: Cannot have this role AND also have PA CPA Manager role.

3 exprs Activity / User Role Matrix for s The User Enrollment Below are additional/optional roles that BROKERAGES can utilize to do business: Manage user access and assign permissions for users in my organization. User Enrollment Contractor Security Officer Update, unlock user accounts and re-set passwords (cannot assign roles/permissions) for users in my organization. User Enrollment Contractor User Maintainer View users who have access to exprs for my organization. User Enrollment Contractor User Viewer View SEPA (accept money/funding limits from the State) information only. User Enrollment or IGA Manager IGA Coordinator Create and save (but not submit) DD ELIGIBILITY ENROLLMENT (0337) information using exprs. User Enrollment Eligibility Enrollment Preparer Case exprs Activity vs Role Matrix for s (v9; ) Page 3 of 5

User Enrollment Contractor User Maintainer View users who have access to exprs for my organization.

4 exprs Activity / User Role Matrix for s The User Enrollment View DD ELIGIBILITY ENROLLMENT (0337) information ONLY using exprs. User Enrollment Eligibility Enrollment Viewer Create & save (but not submit) an SE148 PATCM/PAWCM CPA for the s Case Management services. User Enrollment PA CPA Preparer View PLANs of CARE (POC). User Enrollment POC Viewer View PSW, IC-PSW or other individual provider records. User Enrollment Provider Viewer View information ONLY that I may need to see as a Personal Agent. User Enrollment exprs View Only Case Case exprs Activity vs Role Matrix for s (v9; ) Page 4 of 5

User Enrollment PA CPA Preparer View PLANs of CARE (POC). User Enrollment POC Viewer View PSW, IC-PSW or other individual provider records.

5 exprs Activity / User Role Matrix for s The User Enrollment Be able to access and pull REPORTS only in exprs for services. User Enrollment exprs Report Access Only Be able to receive exprs notifications that a SIS Assessment record has been finalized. User Enrollment SIS Viewer Be able to view finalized SIS Assessment records. User Enrollment SIS Viewer IGA Manager IGA Coordinator CPA Manager CPA Coordinator Case exprs Activity vs Role Matrix for s (v9; ) Page 5 of 5

User Enrollment exprs Report Access Only Be able to receive exprs notifications that a SIS Assessment record has been

PSW FAQs for ODDS-eXPRS (v9; 2-25-15) Page 1 of 17

PSW FAQs for ODDS-eXPRS (v9; 2-25-15) Page 1 of 17 Frequently Asked Questions (FAQs) for DD Personal Support Workers (PSWs) Independent Contractor PSWs (IC-PSW) and other DD Individual Service Providers UPDATED INFORMATION 2/15/2015 Q: There are so many