Transcript EFT Training for Providers Presentation Slides

ValueOptions
Presents
“Electronic Funds Transfer (EFT) Training for
Providers”
This orientation and training will provide an overview and
instructions on accessing and using PaySpan Health, an
enhanced payment and reconciliation system.
Multiple Webcast Training Sessions are being offered! Space is
limited!
• June 24, 2008
July 8, 2008
• June 26, 2008
July 9, 2008
• June 27, 2008
July 10, 2008
• July 11, 2008
Electronic Funds Transfer (EFT)
Webcast Training FAQs
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Q: Is this training mandatory?
A. No this training is not mandatory.
•
Q: If I am unable to attend the trainings are there materials that instruct me on how to
sign up for the service?
A: If you have already received your registration letter for the PaySpan service(EFT) that contains your Registration Code,
please review this PowerPoint presentation utilized for the training for further instructions.
•
•
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Q: Is the training really two full hours?
A: No, the first hour is the presentation; the second hour is dedicated to Q &A.
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Q: How do I register for the online training?
A: Please follow the link in your invitation: http://www.valueoptions.com/providers/Training.htm
– Please select:
– 1. Upcoming Forums
– 2. Only your state – leave the additional drop down selections “ANY”
– 3. Once you reach the registration login – If you have not previously registered for a provider forum, please select NEW
USER and follow instructions. Your provider login information from ProviderConnect is not valid for this specific
application.
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Q: Who is the point of contact for EFT specific questions at ValueOptions?
A: Jackie Hanasik: Email: [email protected] Phone: (757)459-5371
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Q: Who is the point of contact for online registration specific questions at ValueOptions?
A: Natalie A. Solomon: Email: [email protected] Phone: (703)3902690
FINANCE
CLAIMS DISBURSEMENTS
Jackie Hanasik, Claims Disbursement Manager
Check Run Information
• Checks will be mailed from Florida.
• EFT will be an option and the provider
must sign up for this feature.
• This is FREE to providers.
ELECTRONIC
FUNDS
TRANSFER
WELCOME!
Welcome to PaySpan Health, an enhanced payment
and reconciliation solution.
This new solution will enable you to receive faster
payments through electronic deposits with complete
remittance details.
You will have numerous online capabilities to search
claims and remittance details and produce custom
reports.
General Features
• PaySpan provider site has an online security subsystem that allows you
to control each user’s access to specific customer applications, individual
reports and web site features.
• PaySpan provider site’s security control includes controlling access to the
following functions:
Managing accounts
Reconciling payments
Viewing payments online
Viewing account configuration
Administering user rights
Accessing individual rights
• PaySpan provider site logs all user activity on the PaySpan provider site.
• PaySpan provider site provides Online Help on every screen.
• PaySpan provider site supports Internet Explorer 5.0 and above.
Providers will receive a Registration Enrollment Letter explaining the registration process. The letter provides the required
Registration Code. Providers will need their Provider Identification Number (PIN) – this is your ValueOptions Pay to Vendor
Number, Tax Identification Number (TIN), bank routing and account information found on a check to start the Provider
Registration and access into the PaySpan system. NOTE: Do not pull this information from a deposit slip as your bank
routing information is different than what is reported on the check.
your unique registration code:
xxxxxxxx
pay to vendor number
for eft registration only:
DEMO HEALTHCARE PARTNERS
4439 EASY ST
ANYTOWN, MA 12345
A123456
To Our Providers:
ValueOptions now offers Providers PaySpan Health - a solution that delivers Electronic Payments (EFTs), Remittance Advices
(ERAs), and much more. FREE to (insert Payer Name here)
Providers, the solution enables online presentment of remittances, and straightforward reconciliation of payments to empower our
Providers to reduce costs, speed secondary billings, and improve cash flow.
Convenient Payments
PaySpan Health gives you the option to receive payments according to preference: electronically direct to a bank account, or
by
traditional paper check. You are also able to choose the method in which you receive remittance information:
Electronic remittance advices presented online and printed on location.
HIPAA 835 electronic remittance files for download directly to a HIPAA-compliant
Practice Management or Patient Accounting System.
Provider Benefits
As a Provider, you can gain immediate benefits by signing up for PaySpan Health:
Reduce accounting expenses – Electronic
remittance advices can be imported directly into
Practice Management or Patient Accounting
Systems, eliminating the need for manual rekeying.
Improve cash flow – Electronic payments can
mean faster payments, leading to improvements in
cash flow.
Maintain control over bank accounts – You
keep TOTAL control over the destination of claim
payment funds. Multiple practices and accounts
are supported.
Match payments to advices quickly – You can
associate electronic payments with electronic
remittance advices quickly and easily.
Maintain control over remittance formats – You
can choose from a large library of formats for
remittance advices you will receive.
Manage multiple Payers – Reuse enrollment
information to connect with multiple Payers. Assign
different Payers to different bank accounts, as desired.
www.payspanhealth.com
Log onto:
www.payspan
health.com
Select Secure
Registration
button.
Registration Code
Screen will appear.
PaySpan Health
Customer Service
Support Phone
Number.
877-331-7154
Hours 7AM – 9 PM
(EST) Monday Friday.
Download User
Guide – Help Menu
Registration Code Screen
•
Type in the
Registration
Code from the
Registration
Letter.
•
Select the OK
button.
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The Welcome
page will appear.
•
Note – The
person
completing the
process will
become the
administrator.
Highest level of
security full
access.
Welcome to PaySpan Health – Log in Screen
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The PIN is
issued by the
Payor. Pay to
Vendor
Number.
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Tin – Tax
Identification
Number.
•
Verify Name
and Address in
the top right
hand corner. If
this
information is
not correct
notify
ValueOptions.
•
Select the
BEGIN button
to start the
registration
process.
Registration Information Step 1 of 3
•
Complete the
required
Registration
Information
fields which are
marked with a
red asterisk ( *).
•
The Email
address will
become your
user name.
•
Passwords
must be at
least 8
characters and
contain a
capital letter
and one
number.
•
Select the Next
button for Step
2 of 3.
Pay to Vendor Number
• What is a pay to vendor number?
• This is a vendor number issued by
ValueOptions and indicates the mailing
address for all your payments.
• Can a provider have more than one pay to
vendor number? Does each pay to vendor
number need to be registered with
PaySpan?
Registration Information Step 2 of 3
•
Complete all required
fields.
– Account Name
Receiving Account
–
Account Description
–
Routing Number
From Check
–
Account Number
–
Verify Account
Number
Account Type – Business
Checking
Account System –
General Healthcare
Download Format – 835
Click the NEXT button.
Registration Information Step 3 of 3
•
Review the Registration
Information
•
Click the EDIT button for
any corrections.
•
Read the Service
Agreement and then
check the terms and
conditions box to agree.
•
Select the Confirm button.
•
You have completed the
process.
Registration Success
•
An email from
PaySpan Health will
be sent to the email
address set up in
Step one. This
email confirms that
the registration was
setup successfully.
•
You will received an
ACH deposit in
your account within
the next few days in
a random amount
from $.01 to $.99.
This will come from
Payformance
Corporation. You
do not have to
return these funds.
It’s a gift..
Accessing and Using PaySpan Health
•
Log onto:
www.payspanhealth.
com
•
Select the Secure
Login button under
Client Login.
•
The Sign-In screen
will appear.
Sign-In Screen.
•
This is the screen that will
display upon signing in
after successful
registration.
•
Enter the user name and
password.
•
The user name should be
the user’s email address.
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User passwords are casesensitive.
•
Select the Ok button.
•
The Home Page will
appear.
Home Page
•
The Home Page will
appear (with Pending
Accounts) as
illustrated below when
you access the
website for the first
time.
•
Note you will need to
contact your bank to
verify the deposit
amount from
Payformance.
•
To complete the
verification process:
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Select the Depository
Account in the
dropdown menu.
•
Indicate the Deposit
Amount.
•
Select the Confirm
button to finalize the
verification process.
Home – No new payments
•
The following Home
Page will appear
once the receiving
account is
confirmed with no
new payments.
•
If you have an
additional
Registration Code
from a New Payer
you can enter it on
the right side of
this screen in the
Register New
Registration Code
box.
Home Page – New Payments
•
The following
Home Page will
appear the next
time you log in
when New
Payments have
been issued.
•
You will have the
option to
download these
payments in an
835 format. So
that you can auto
post these
payments.
New Payment Screen
•
To access this
screen you will
click on the new
payments link.
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There are two
options available.
•
Viewing payment
data.
•
Downloading
payment data.
Payment Detail Screen
•
The payment
detail for selected
item will display
in an Adobe
format.
•
Please note this
is a sample
Explanation of
Payment.
Pay Span Health Tab Features
The following tab features can be
accessed from the home page:
•
•
•
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•
Payments
Administration
Preferences
Help
Logout
The Payments tab
includes:
• Account Management
• Payor Management
• Reconciliation History
The Reports tab includes:
• Document Archive Search
• Run a Report
The Administration tab
includes:
• User Administration
• Security Administration
• Email Users
• Activity Log
The Preferences tab
includes:
•Edit Profile
•Change Password
PaySpan Health Payments Menu
Payments
•
You may use options from the Payments menu to manage your Receiving Accounts,
PaySpan Health Payers, and view previous reconciliation downloads.
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The options available from this menu pertain to your payments:
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Account Management - PaySpan Health organizes your incoming payments into
Receiving Accounts. The Account Management section of the site contains
information on each of the Receiving Accounts that have been set up to receive
payments from registered Payers.
•
Payer Management - The Payer Management section of the site displays information
on each of the PaySpan Health Payers that have been registered to send payments.
This section is controlled by security access rights.
•
Reconciliation History - The Reconciliation History section of the site provides users
with a list of all payments that have been confirmed from the PaySpan Health
account and provides the ability to download past payments.
PaySpan Health Reports Menu
Reports
•
Reports allow the user to view historical records of their documents. Standard
reports, such as the Payment Detail Report, are predefined and use a default set of
fields when the template was initially created.
•
Some reports require criteria input for generation so that they can be tailored to your
needs. Once you enter the criteria if necessary, the report will be generated and
displayed in a separate window. You will then have the option to export the report in
a number of different formats, including Excel and HTML for storage and printing from
your local computer.
Document Archive
•
The Document Archive provides powerful searching and online viewing capabilities
for all documents that have passed through the PaySpan Health system. This
includes all payments that have been downloaded for reconciliation on your behalf, as
well as all documents that were only confirmed and viewed online. Performing a
Document Archive Search allows you to quickly locate past documents for customer
or employee support, or other administrative purposes.
PaySpan Health Preferences Menu
Preferences
• The options available from this menu pertain to your user account
for the web site.
Edit Profile
• The Edit Profile screen allows the user to modify their individual
contact information. Click on image to find more information about
page elements.
Change Password
• The Change Password screen allows the user to select a new
password for accessing the site.
PaySpan Health Administration Menu
Administration
•
PaySpan Health has a Security module that will allow the Administrator to
precisely designate which users will have access to the appropriate menu
items and features on the web site. Administrators have access to the User
Administration and Security Administration sections described below to
administer users and set security access rights to the PaySpan Health
Payment Center features.
•
The Administrator may choose to restrict access to various features on the
web site for process or security reasons. For example, the Administrator
may restrict access to the "Account Access" or the “Edit Receiving Account”
functionality.
•
The Main Menu Bar will appear for all users. For a menu item to work, the
user must have the correct security access set by the group administrator.
PaySpan Health User Administration Menu
User Administration
• Administrators have the ability to view,
add, edit, and change passwords for
registered users. To add a new user,
select the 'Add' button. To edit a user,
click on the User's full name. To view
Inactive Users check the 'Show Inactive
Users' check box.
PaySpan Health Activity Log Menu
Activity Log
• The Activity Log screen allows the user view
their past activity on the site. Administrators will
have access to the activity log entries of all
users from their company, and may filter by user
if desired. Users who are not Administrators will
only have access to log entries of their own
activities. The user has the option of filtering the
activity detail by User and Date.
The Pay Span Health System provides:
• One-stop shopping for multiple payors
• An increase in cash flow
• Control over multiple accounts
• Less chance of fraud or lost checks
Thank you!
QUESTION & ANSWERS