Staff Portal User Guide - Bob Vestal
VA Financial Services Center
Provider Portal
Staff User Guide
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Version 1.5
May 4, 2010
Contents
Provider Portal Overview 4
Request Access 4
Create A New Account 5
Complete Registration 7
First Time Log In to the Portal 8
Forgot Password 10
EOB Search 13
Search Results 14
Export Search Results 15
View EOB 16
Print the EOB 17
Save the EOB 17
My Profile 17
View Your Profile 17
Change Password 18
Request Staff Access 19
Request Staff Privileges 21
Administration 22
Manage Users 22
Manage User 25
View Request 26
Revoke Request 26
Delete User 26
Unlock Locked User Account 27
Manage Provider Access 27
Search Toolbar 28
Process Provider Request 29
Grant Access 31
Deny Access 31
Manage Staff Privileges 31
Search Toolbar 32
View Request 33
Grant Request 33
Deny Request 34
Reports 35
Provider Access Report 35
Staff Access Report 38
HERO Claim Search 40
Search for HERO Claim 40
View the HERO Claim 42
Print the HERO Claim 43
HERO Work Queues 44
IT Review 45
HERO Plexis Setup Review 46
HERO Claim Data Review 48
HERO Reports 50
HERO Claim Audit Report 50
HERO Claim Audit Report Toolbar 52
HERO Claim Exception Report 53
HERO Claim Exception Report Toolbar 54
Information 56
Get Help 56
Revision History
|Document Owner: FSC Provider Portal Project Team |
|Section |Date |Reason For Change |Version |
|All |7/21/09 |First draft completed and submitted for review |1.0 |
|All |9/3/09 |Testing update, to update for screenshots and descriptions in previous versions, for functions |1.1 |
| | |modified in portal version 1.0.3.796 | |
|2.3 |9/23/09 |Updates for Reset Password and Unlock User functions; Revised Figure 2i. |1.2 |
|All |01/15/10 |Copied 1.3 to create 1.4; reformatted text, added new functionality, screen shots, and |1.4 |
| | |descriptions, changed filename to reflect contents | |
|All |04/29/10 |Updated text and screen shots for new functionality for Dialysis only |1.5 |
| | | | |
| | | | |
| | | | |
Provider Portal Overview
The provider portal gives medical providers access to online Explanation of Benefits (EOB) and HERO reports through data provided daily by the Financial Management System Austin Information Technology Center (FMS-AITC).
The portal presents Dialysis claim EOB information in a searchable format and provides user profile management.
This document explains the provider portal functionality for Financial Services Center (FSC) help desk users.
Initially, you request system access, create a new user account, complete registration, and log in to the system. If you forget your password in the future, the system provides a mechanism for resetting your password.
All questions relating to the functionality or access to the Provider Portal can be addressed to the VA Financial Services Center (FSC) Customer Service Help Desk (CSHD) by phone at 877-353-9791 or e-mail at vafsccshd@mail..
Request Access
To gain access to the system, VA personnel must complete and digitally sign a 9957 form. Forward the form to your supervisor who will also digitally sign and submit it to the FSC via e-mail to fscsecurityrequests@. FSC must have your completed 9957 on file in order to grant access to the system. Only electronic copies are accepted. An electronic copy of the 9957 form is located at .
1. Mark the privacy training box at the top of the form.
2. Request Windows access.
3. Ensure the change type is Modify Existing User.
4. Complete all of Section 2.
5. In Section 3, specify that you are adding access to the CHAMPVA Provider Portal.
6. Once completed, e-mail the electronically signed form to FSC Security Requests at fscsecurityrequests@.
7. A bulk 9957 can be submitted for large groups of users with an attachment detailing individual users.
Create A New Account
1. From Internet Explorer 7 or later, go to .
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1. Staff Portal Login
8. In the lower right area of the screen, click on Click here to create a new account. The system displays a Provider Portal registration request screen.
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2. Provider Portal User Registration
9. Complete all of the fields on the registration pop-up window. In the First Name and Last Name fields, enter the name of the person who will be the primary user of the portal.
10. In the Email field, enter the e-mail address of the primary user.
11. In the Password field, type a password you will use for system access.
Your password must be at least 12 characters in length and must contain:
• 1 upper case character
• 1 lower case character
• 1 number
• 1 special character (! @ # $ %, etc.)
12. In the Confirm Password field, re-enter the same password.
13. If you ever forget your password, the system provides a way you can recover your password by asking you two security questions and comparing that to the answers you provide. Your correct answers to these two questions help confirm your identity and keep your password safe.
Think of two questions that only you can know the correct answer to. Then, in the First Password Question text box, type the first question.
14. In the First Password Answer text box, type the answer to that question.
15. In the Second Password Question text box, type the second security question.
16. In the Second Password Answer text box, type the answer to that question.
17. Click on Register. The system displays a confirmation message indicating your registration was successful and that a confirmation e-mail has been sent to the e-mail address you entered.
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3. Registration Successful Confirmation
18. Click on OK.
Complete Registration
1. Start to your e-mail reader and open the e-mail titled Complete your registration of Staff Portal.
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4. E-mail Registration Confirmation
19. Click on the URL included in the e-mail. The system redisplays the Provider Portal Registration screen with the message Your registration is complete.
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5. Registration Complete
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