Provider Portal User Manual
Provider Portal User Manual
Version 3.0
DDA Provider Portal User Manual
Updated Oct. 2020
Table of Contents
Part A ¨C Getting Started with Provider Portal............................................................................................... 9
1. Introduction to LTSS Provider Portal......................................................................................................... 9
2. Registering your Agency for the First Time ............................................................................................. 10
2.1 Setting up staff access to the LTSSMaryland Provider Portal ........................................................... 10
2.2 Logging into the LTSSMaryland Provider Portal ............................................................................... 10
2.3 Portal Navigation Guide .................................................................................................................... 11
2.4 Homepage ......................................................................................................................................... 12
2.5 Announcements ................................................................................................................................ 12
2.6 Actions Required .............................................................................................................................. 12
3. Service Referrals & Alerts on Persons in Service .................................................................................... 14
3.1 Accepting Service Referrals............................................................................................................... 14
3.2 Service Referral Notifications ........................................................................................................... 14
3.3 View Details of Service Plan .............................................................................................................. 15
3.4 Client Information ............................................................................................................................. 16
3.4.1 Plan Details ................................................................................................................................ 17
3.4.2 Plan Contacts ............................................................................................................................. 18
3.4.3 Summary.................................................................................................................................... 19
3.4.4 Outcomes................................................................................................................................... 20
3.4.5 Detailed Outcomes.................................................................................................................... 21
3.4.7 Additional Information ............................................................................................................. 22
3.4.6 Service Authorization ................................................................................................................ 24
3.4.8 Signatures .................................................................................................................................. 24
3.4.9 Service Plan Workflow History ................................................................................................. 25
3.5 Accepting a Pending Service Request ............................................................................................... 26
3.6 Declining a Pending Service Request ................................................................................................ 29
3.7 Filtering Service Plan Results ............................................................................................................ 31
3.8 Tracking Accepted Service Plans ....................................................................................................... 34
3.9 Alerts on events for Persons in Service............................................................................................. 35
4. Client Profile............................................................................................................................................ 38
4.1 Searching for Persons Receiving Services ......................................................................................... 38
4.2 Viewing a Person¡¯s Service Plans ...................................................................................................... 42
DDA Provider Portal User Manual
Updated Oct. 2020
5. Staff Administration ................................................................................................................................ 45
5.1 Staff Roles ......................................................................................................................................... 45
5.2 Creating a Staff Profile ...................................................................................................................... 46
5.3 Staff Search ....................................................................................................................................... 50
5.4 Deactivate a Staff Profile .................................................................................................................. 56
6. Provider Locations Profile ....................................................................................................................... 59
6.1 Provider Agency Locations Search .................................................................................................... 59
6.2 Edit Provider Number Information ................................................................................................... 62
Part B ¨C Non-EVV Services .......................................................................................................................... 64
7. Billing for Non-EVV Services .................................................................................................................... 64
7.1 Creating Multiple Billing Entries ....................................................................................................... 65
7.2
Saving Multiple Billing Entries ..................................................................................................... 70
7.3 Submitting Multiple Billing Entries ................................................................................................... 72
7.4 Creating a Single Billing Entry ........................................................................................................... 73
7.5 Save Single Billing Entry .................................................................................................................... 75
7.6 Submit Single Billing Entry ................................................................................................................ 76
7.7 View Submitted Entries for Billing in the Queued Tab ..................................................................... 77
7.8 Reviewing and Submitting Saved Billing Entries in In Progress Tab ................................................. 80
7.9 Edit a Saved Billing Entry before Submitting .................................................................................... 82
7.10 Flagging a Saved Billing Entry for Follow-up ................................................................................... 83
7.11 View Duplicate Billing Entries in the Duplicates Tab. ..................................................................... 84
8. Manage Entered Services and Claims for Non-EVV Services .................................................................. 86
8.1 Searching for Entered Services ......................................................................................................... 86
8.1.1 Search by Service Information .................................................................................................. 87
8.1.2 Search by Client Information .................................................................................................... 89
8.1.3 Search by Provider Information................................................................................................ 89
8.1.4 Search by Claim and Remittance Information ......................................................................... 90
8.2.1 Filter Search Results by Last Name ........................................................................................... 94
8.2.2 Change Search Results Grouping .............................................................................................. 95
8.2.3 Sort Search Results .................................................................................................................... 95
8.3 Viewing Details of a Non-EVV Service....................................................................................... 95
8.4 Editing a Service ............................................................................................................................ 98
8.5 Discarding a Service ..................................................................................................................... 99
DDA Provider Portal User Manual
Updated Oct. 2020
9. Exceptions ............................................................................................................................................. 101
9.1 Exception Notifications ................................................................................................................... 101
9.1.2 Pending Exceptions for MDH Resolution ............................................................................... 103
9.3
How to Resolve Exceptions ....................................................................................................... 105
10. Adjusting Paid or Rejected Claims for Non-EVV Services ................................................................... 107
10.1 When to Submit an Adjustment ................................................................................................... 107
10.2 Adjusting Non-EVV Services .......................................................................................................... 107
10.3 Voiding a Non EVV Service ............................................................................................................ 110
Part C ¨C EVV Services ................................................................................................................................ 114
11. Entering EVV Services through the IVR System .................................................................................. 114
11.1 Calling the IVR System .................................................................................................................. 114
11.2 The DDA Call-in System ................................................................................................................. 115
11.3 One Time Passcode (OTP) Device ................................................................................................. 117
12. View Entered Services and Claims for EVV Services ........................................................................... 118
12.1 Service vs. Claim in EVV ................................................................................................................ 118
12.2 Service and Claim Search .............................................................................................................. 118
12.2.1 Search by Service Information .............................................................................................. 119
12.2.2 Search by Client Information ................................................................................................ 120
12.2.3 Search by Provider Information............................................................................................ 120
12.2.4 Search by Claim and Remittance Information ..................................................................... 121
12.3 Search Results ............................................................................................................................... 123
12.3.1 Change Search Results Grouping .......................................................................................... 125
12.3.2 Filter Search Results by Last Name ....................................................................................... 125
12.3.3 Sort Search Results ................................................................................................................ 126
12.4 Service Date Detail View ............................................................................................................... 126
12.5 Saved Searches.............................................................................................................................. 127
12.5.1 Saving Commonly Used Searches Parameters ..................................................................... 127
12.5.2 Performing a New Search from Saved Search Parameters .................................................. 128
13. Service Modification (SM) ................................................................................................................... 131
13.1 Different Types of Service Modifications (SM) ............................................................................. 131
13.2 Service Modification (SM) Policies ................................................................................................ 131
13.3 Missing Time Request (MTR) Monthly Deadline .......................................................................... 131
13.4 Missing Time Request (MTR) Submission Process ........................................................................ 131
DDA Provider Portal User Manual
Updated Oct. 2020
13.4.1 Full Missing Time Requests (MTR) ........................................................................................ 132
13.4.2 Partial Missing Time Requests (MTR) ................................................................................... 135
13.5 Service Modification Reason......................................................................................................... 139
13.7 Editing a Service ............................................................................................................................ 142
13.8 Discarding a Service ...................................................................................................................... 145
14. Exceptions in EVV Services .................................................................................................................. 148
14.1 How to View Exceptions ............................................................................................................... 148
14.1.1 Pending Exceptions for Provider Resolution ........................................................................ 148
14.1.2 Pending Exceptions for MDH Resolution ............................................................................. 148
14.3 Overlap Service found for the same provider............................................................................... 150
14.4 What can Cause an Overlap .......................................................................................................... 151
14.5 Resolving Overlaps ........................................................................................................................ 151
15. Adjusting Paid or Rejected EVV Services............................................................................................. 155
15.1 When to submit an MTR or Adjustment ....................................................................................... 155
15.2 Adjusting EVV Services .................................................................................................................. 156
15.3 Voiding a Service ........................................................................................................................... 161
15.4 Voiding all Services in a Claim ....................................................................................................... 163
Part D ¨C State Invoice Process and Reports .............................................................................................. 165
16. State Invoice Process .......................................................................................................................... 165
16.1 What is the State Invoice Process ................................................................................................. 165
16.2 Searching and Viewing Services that are flagged for State Payment ........................................... 166
16.3 Modifying State Payment Services ............................................................................................... 168
16.4 State Payment Report ................................................................................................................... 169
17. Reports ................................................................................................................................................ 172
17.1 Provider Portal Claims Report ....................................................................................................... 172
17.2 Remittance Advice Report ............................................................................................................ 174
17.3 Authorized Clients Report ............................................................................................................. 177
17.4 DDA Authorized Services Report .................................................................................................. 179
17.5 DDA Services Rendered Report..................................................................................................... 182
17.6 EVV Services Overlap Report ........................................................................................................ 184
17.7 EVV Services Rendered Report ..................................................................................................... 187
17.8 Export Report Output ................................................................................................................... 189
Appendix A DDA Services List ................................................................................................................... 190
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