Transcript Using MMIS- Setting up preferences Powerpoint

Using MMIS
April 17, 2014
Train the Trainer
Sharon Arrington & Colleen Wing
Logging into MMIS
• User Name: OR #
• If you no longer know your password, contact the Service
Desk to reset it (503-945-5623)
• Must log in every 6 weeks or password will expire
Setting Up User Preferences
• Setting up preferences will make it so that all
necessary windows for determining a client’s
eligibility will populate at every initial search.
Setting Up User Preferences
• After logging into MMIS, place your cursor over the
Recipient drop down menu and then click search.
• In order to set preferences up, you will need a prime
to search by.
Setting Up User Preferences
• Copy/paste a prime into the prime field in the search
window, and press “search”
Setting Up User Preferences
• Click on any of the resulting search lines to
open the client’s “Recipient Information”
screen.
Setting Up User Preferences
• This will bring you to client’s eligibility window.
Setting Up User Preferences
• In order to fully see the type of benefits a
client is receiving, you will need three more
windows that do not automatically populate.
Setting up the preferences will make it so the
necessary windows will automatically
populate.
Setting Up User Preferences
• Scroll down to the Recipient Maintenance
window, and click “Prefs” button.
Setting Up User Preferences
• Within the same window, mark the boxes for
Base Information and Benefit Plan, followed
by Save.
Setting Up User Preferences
• From this point on, every time a Recipient Search is
completed, the following windows will automatically
populate along with the Recipient Information.
Setting Up User Preferences
• Helpful Tips:
• User preferences will need to be set up on each
new computer being used.
• For some APD workers wanting to see Service
Eligibility, “Level of Care” can also be checked
within the Recipient Information Prefs section
to automatically populate as well.
Setting Up User Preferences
• Setting up preferences can also be done
within the Managed Care screens in order to
search for CCO enrollment – Select “Recipient
Case Enrollment” within “Prefs” in order to
bring up the search window for CCO
enrollment.
Setting Up User Preferences
How to View Client Eligibility
• Hover cursor over “Recipient” and click on
“Search”
How to View Client Eligibility
• Enter any of the following search criterion:
– Prime, SSN, case number, and name of client
• Prime will be the most helpful and accurate way to
search
How to View Client Eligibility
• After clicking on one of the lines, it will bring you
to the client’s Recipient Information window.
• There will be drop down windows of both
eligibility and managed care in the upper right
corner, but these are not fully accurate and
should not be relied upon when determining
what benefits a client has.
• If you have not set up user preferences, you will
have to always click on the “Benefit Plan” to open
the needed panel.
How to View Client Eligibility
How to View Client Eligibility
• Scroll down to the “Benefit Plan” Window
• In the “Status” drop down box, select “Active
Only”
– Active Eligibility – All correct eligibility, past &
present.
– History Eligibility – Incorrect eligibility that has
been removed and cannot be billed on.
• Click Search or press Enter to activate the
filter.
How to View Client Eligibility
• Current eligibility will have an infinity end date –
12/31/2299
• Prior eligibility will have an end date (ex. 10/31/13)
How to View Client Eligibility
• Click “End Date” twice to sort by the most recent
eligibility
• The carrot will point downward
How to View Client Eligibility
• Click on the benefit plan that is most recent or
is for the time frame you are inquiring about.
• Once selected, scroll down to the subsequent
“Aid Category Data” panel that will give more
details about the eligibility for that time
period.
– Information provided includes branch, worker ID,
program, case number, case descriptors, and
address
How to View Client Eligibility
How to Identify MAGI Cases
• MAGI cases in MMIS will have one of these
agency codes:
– HIX (Health Insurance Exchange) – Eligibility
determined by Cover Oregon
– FST (Fast Track) – Eligibility determined through
based on other program eligibility (ex. SNAP)
– MOD (Modernization) – Eligibility originating in
Stateside Siebel, usually due to changes to the
original HIX or FST determination
How to Identify MAGI Cases
• MAGI cases can be identified in the Aid
Category Data panel looking at the case
number. The agency code will be at the end of
the case number.
How to Identify MAGI Cases
The Necessity of Using MMIS
• Some clients will show medical eligibility in WEBM
FIND
• MAGI clients can have eligibility in MMIS, but
eligibility will not be found in WEBM FIND – this is
what is referred to as a “ghost case”
The Necessity of Using MMIS
• Same client with open eligibility in MMIS but only a
ghost case in WEBM FIND
The Necessity of Using MMIS
• It is now necessary to determine if a client has
active medical benefits.
• Please check MMIS before giving a client
eligibility to determine if he/she is already
receiving.
Questions?
• If you have any questions as to whether a client has eligibility
already in the system, please contact CMU.
• Phone: 503-378-4369
• Outlook: Maintenance Client
• Outside network: [email protected]
• Colleen Wing – CMU Lead Worker:
503-378- 4004; [email protected]
• Sharon Arrington – CMU Policy Analyst:
503-378-3304;
[email protected]