ProviderConnect™ Guide
Contents
1. Date of Birth 01 04 66 Medicaid ID Female F Hale H Unknown U Windows Internet Explorer x Please enter data in the Following formatis MMDD YYYY ProviderConnect Guide Lookup Client Previously Entered Clients You will use the Lookup Client link if you or your colleagues have previously entered a client within ProviderConnect 1 Click the Lookup Client link from the Main Menu You are logged in as Your last login was 4 11 2012 11 31 00 AM Main Menu Provider Add New Client Client Search Change Password Documentation novel OO Logout Exit 2 The Lookup Search criteria fields are NOT required The Member ID is the Optum number assigned to the client within ProviderConnect Search Criteria Member ID Last Name Date of Birth TEST NEW YORK Note Only cients with authorization requests pended or approved authorizations andor orovider initisted Admissions will display A If Not found you may create a New Client HOWEVER You may be creating a duplicate client PLEASE CALL FIRST BEFORE CREATING A CLIENT NOTE if you feel that the client should be located based on your search criteria make sure that the Last Name is spelled correctly and you have the correct Medicaid ID If it is correct and you are certain that you had faxed or called in the client information please call the IT Help Desk at 1 866 505 3398 Option 4 for assistance in lo2. Rm Ill 21 ProviderConnect Guide Section III Discharge Content Section Il of the Matrix is the discharge plan In order to activate the discharge you must first click Add New Record and then choose the Transaction Type Discharge Complete the required fields Required Fields Date of Discharge You can click Today or Yesterday Buttons Axis I Primary Be sure to enter the diagnosis name or code number and Click SEARCH to activate the drop down You must choose from the drop down box Section ill Discharge Content Date of Discharge Individual Left Against Medical Advice yt Axis Primary 1 Type the letters or the diagnosis code into the search box and then press Search Axis Primary Search gas 2 The drop down appears with a list of diagnosis codes to choose from 22 TM ProviderConnect Guide Axis Primary search for 5 6 295 10 SCHIZOPHRENIA DISORGANIZED TYPE 295 20 SCHIZOPHRENIA CATATONIC TYPE 295 40 SCHIZOPHRENIFORM DISORDER 295 60 SCHIZOPHRENIA RESIDUAL TYPE 295 70 SCHIZOAFFECTIVE DISORDER 295 90 SCHIZOPHRENIA UNDIFFERENTIATED TYPE 295 30 SCHIZOPHRENIA PARANOID TYPE Case summary and D S plan sent to the O P Provider Case summary and D 5 plan sent to the OIP Provider Has individual been provided a written Crisis Plan If under 18 linkage with other systems 23 ProviderConnect Guide Has individual been provided a wr
3. ProviderConnect Guide oy M FF ProviderConnect Guide Created by Tanya Doll OptumHealth ProviderConnect Guide Table of Contents Contents Logging IN tO ProviderConnect 4 MEOLO ee ee 4 0 5 Add New Client Client Search Ne 6 First Time or Faxed Called In Cents 6 Admission Information Form 7 EOOKUD SI 10 Provon ode scnyedeunequsasensacasoraeaecanenetesatecaearen 10 individual Information MatriX ET 11 AOG NON RECON WEE 12 Section ACIMISSION 9 12 RE e 12 0 eee re 13 Oner TR CCUG EA S 13 Section Il Concurrent REVICW 15 PRS CHE GSU Telis arnee E 16 current ts fences abeananateseaaaemcnncs as seunetwasabad aeeeacseinen 21 Section II Discharge Content 22 Heute FI EE 22 N E N T E 26 A PDE KAS SI e Le 26 ProviderConnect Guide Logging In to ProviderConnect Site location http www optumhealthnyc com Click the link or copy and paste it into the address bar of Internet Explorer Once you have entered the website listed above 1 Click Providers Link in the Upper Right Hand corner 69 ka e http finnovate optumbeabh com newyorkjsindex html 3 x Google File Edit View Favorites Tools Help Links yconvert P Select w d E A lrir Gos HD 3 Home FAQs Careers Contact Us Q OPTUMHealth il New York City Behavioral Health Organization 2 Click ProviderConnec
4. Inc at 877 889 8800 immediately By selecting continue you agree under penalty of perjury that you are an authorized agent to use this information system In the ProviderConnect News Section see picture below there will be updates posted to the system Please check frequently for news and updates to the system 3 Click Skip to Main Menu ProviderConnect Guide ProviderConnect News MG Date SS Your Care Advocates are Tom Smith Terry Sample Sam Sands 42 23 2041 42 44 2044 Welcome to ProviderConnect gt gt Previous Page 3 uv About Providerconnect v 4 You should now be in the Main Menu You are logged in as Traings Your last login was 4 41 2012 11 31 00 AM Main Menu Provider Lookup Client Add New Client Client Search Change Password Documentation Mel Logout Exit Add New Client Client Search First Time or Faxed Called In Clients You will use the Add New Client Client Search link if this is the first time for entering in the client information OR if you initially faxed or called in the client information You are logged in as Your last login was 4 11 2012 11 31 00 AM Main Menu Provider Lookup Client ___AddNewClientClient Search Change Password Documentation eve DOO SSO O OS Logout Exit Once you have clicked the Add New Client Client Search you will be in the Search Criteria screen 1 Last Name and Medic
5. Please Choose One v Please Choose One v Member Zip Code Member Phone Number Member Work Number Member Language Ethnicity Please Choose One w Please Choose One v Race S Client Maiden Name Veteran Ets Status 11 ProviderConnect Guide Add New Record Each transaction type Initial Admission Concurrent Discharge you must click the Add New Record button each time for the form to open the fields then choose the transaction type Member ID Client Name Doe Jack Member ID 768 Provider Admission New York Individual Information Matrix Items Date of Admit Data Entry By Login Provider Admission Type 042412012 fcareunnuser ao gt Perenameinpanent New York Children with SED Section I Admission Note Record Status should be ACTIVE If selecting a record and INACTIVE appears you are in the incorrect record This field remains grayed out Section of the Matrix is the Admission section 1 Click Add New Record you will activate Section I Section Admission Content Record Status Transaction Type active Admission v inactive Provider Search bal eart fa NTST TEST PROVIDER Is there an OA SAS consent on File No Yes Record Creation Date Record Creation Time 09 24 2012 Today Yesterday 10 08 AM Fax Record Received Date Fax Record Received Time Current Time Callar Mama 2 You will then want to begin filling out the required fields listed below Transaction
6. Types This is a NEW required field Each option available is dependent on the current transaction of the patient Each new record you will want to select the appropriate transaction type to allow the specific section to display the required fields necessary to submit the Matrix Admission This is the initial admission of the client By selecting Admission this will activate Section 1 content Concurrent This is the continued stay of the client By selecting Concurrent this will activate Section 2 along with Section 1 content 12 ProviderConnect Guide Discharge This is the release of the client By selecting Discharge this will activate Section 3 along with Section 1 and Section 2 content New Admission Clear All Fields This is the readmission of the client By selecting New Admission Clear All Fields this will clear fields within the form except for a few fields This does NOT delete prior submitted data Transaction Type Concurrent Admission Concurrent Discharge New Admission CLEAR ALL FIELDS ma Oasas Consent Answer yes or no to the question Is there an OASAS consent on file Other Required Fields Date of Admit Month Day Year of Admission You can press Today or Yesterday button to input date Date of Admit 0 Af 1 Ti 2 0 1 2 Yesterda Y Admission Type Inpatient Detox Rehab Admission Type oe Inpatient Substance Abuse Detoxification Substance Abuse Rehabilitation 13 Provide
7. aid ID are REQUIRED fields 2 Enter the Last Name and Medicaid ID and click Search by Criteria ProviderConnect Guide ProviderConnect Add New Client Client Search TEST NEW YORK 4 11 2012 11 51 Search Criteria Social Security Number Female F Male M Unknown U Search by Criteria mmm oo No clients found C re ate N Cd A d TT E 5 l 0 A 3 If No Clients Found appears you can click to Create New Admission HOWEVER You may be creating a duplicate client PLEASE CALL FIRST BEFORE CREATING A CLIENT NOTE if you feel that the client should be located based on your search criteria make sure that the Last Name is spelled correctly and you have the correct Medicaid ID If it is correct and you are certain that you had faxed or called in the client information please call the IT Help Desk at 1 866 505 3398 Option 4 for assistance in locating your client Admission Information Form The Provider Admission Form is the first step in the admission process when creating a new client admission In the form you will fill out the admission information and the demographics fields Required Fields include Type of Admission Sex Date of Birth Program Choose Default Social Security Number if none type 111 11 1111 Medicaid ID pre populated from Search criteria Client First Name Client Last Name pre populated from Search criteria County of Residence ProviderConnect Guide Admission I
8. arged and needs to be readmitted you will need to submit a new admission This can be done in these simple steps 1 Click Add New Record New York Individual Information Matrix Items Date of Admit Data Entry By Login Provider Admission Type Date of Discharge 04 17 2012 CARELINKUSER 30 Psychiatric inpatient ne 2 The previous data will be populated into the fields Select Transaction Type New Admission Clear All Fields This will clear most of the form fields previously entered It will not delete or remove data that has been previously submitted Transaction Type Concurrent Admission Concurrent Discharge New Admission CLEAR ALL FIELDS 3 Continue entering the information into Section 1 and Submit Help Desk Assistance The IT Help Desk is available for support Monday through Friday 8 AM to 5 PM EST Please call the Help Desk with your questions issues or concerns to 1 866 505 3398 Option 4 26 ProviderConnect Guide 27
9. cating your client 10 ProviderConnect Guide 3 By choosing not to add any criteria you will have a complete list of clients To narrow the search you may add criteria within the search fields but not required Now you can click the Member number to enter information into the Matrix NOTE There will also be a field to search by Medicaid ID Number 723 tuna charles TEST HE YORK fa 5 92 joe 6 S Se 34 6 Individual Information Matrix The individual information matrix contains the client s clinical information that you fill out and submit Once you have added or located your client you will want to complete the individual information matrix By clicking the member number within your search criteria you will be taken to the Demographic screen 1 To access the Matrix click the New York Individual Information Matrix link on the left side Member ID 736 ProviderConnect Demographic TEST NEW YORK 4 11 2012 12 53 54 PM Lookup Client MainMenu Log Out lient Name Doll Barbie ember ID 6 Member Demographics Please Choose One v Education Level At Admission Pre Admission Disposition Please Choose One Please Choose One Employment Status Marital Status Please Choose One ki Please Choose One v Social Security Number Date of Birth 123 45 6789 1006 Member Street 1 Member Street 2 Member City Member County Member State
10. eatment plan Is this being addressed in the discharge plan Details Is there a co occurring behavioral health disorder O No O Yes Detail Is this being addressed in the treatment plan O N A O No O Yes Detail Is this being addressed in the discharge plan CONIA O No O Yes Detail Is there a co morbid medical condition O No O Yes Detail Is this being addressed in the treatment plan CONIA O No Yes 18 ProviderConnect Guide What has worked in the past for treatment of individual What strengths individual family system have to build on Status Progress with Treatment Plan Has a Wellness Recovery Action Plan WRAP been initiated Preliminary Discharge Plan What has worked in the past for treatment of individual What strengths individual family system have to build on Whatis being done differently this time Status Progress with Treatment Plan case management is needed and individual is not currently enrolled Referral made Has a Wellness Recovery Action Plan WRAP been initiated If no why Preliminary Discharge Plan 19 ProviderConnect Guide Referral to local peer family services programs supports Individual involved in discharge planning Individual s family involved in Discharge Planning Contact with medical provider s Contact with behavioral provider s Is the individual enrolled in Managed Care Is the individual enrolled in a Health Home Case Mana
11. for MH within 30 days or SA within 45 days O No C Yes If Answering YES to Readmission for MH within 30 days or SA within 45 days will require to answer the question Readmission to Same Facility 14 ProviderConnect Guide 3 Make sure to Submit the Admission The submit button is at the bottom of the page Click Create Record Save Changes Submission Status Status Hold Submit Cancel Record Edits Section II Concurrent Review Section Il is the concurrent review You will want to fill this section out after completing and submitting the Initial Admission 1 Click Add New Record 2 All of Section will be pre populated from the previous submission 3 By choosing Concurrent in the Transaction Type you will activate this section You will want to fill out the required fields 15 ProviderConnect Guide Required Fields Physical and Behavioral findings Current Status of Individual including mental status results Axis I Primary il Concurrent Review Physical and Behavioral assessment findings Current status of individual including mental status results Current Diagnosis es Axis Primary 16 ProviderConnect Guide 17 ProviderConnect Guide Is there a co occurring behavioral health disorder Is this being addressed in the treatment plan Is this being addressed in the discharge plan Is there a co morbid medical condition Is this being addressed in the tr
12. ger Care Coordinator Engaged in hospitalization Referral to local peerfamily services programs supports hgt Individual involved in discharge planning al Individual e family involved in Discharge Planning O No C Yes Contact with medical provider s Detail Contact with behavioral provider s E Detail Is the individual enrolled in Managed Care Is the individual enrolled in a Health Home E Did the individual have care coordinator prior to admission E Case Manager Care Coordinator Engaged in hospitalization E 4 Be sure to Submit Click Create Record Save Changes at the bottom of the page 20 ProviderConnect Guide Current Medications Current Medications is located in Section II of the Matrix but can be filled out at any time throughout the reviews Initial Section Concurrent Section II Discharge Section III In order to include medications 1 Go to Current Medications in Section II Click Add New Record 2 Locate the Name of the medication in the drop down 3 If not found type the name of the medication in the Name box 4 Type the Dosage 5 Type the Frequency NOTE Click Add New Record AGAIN to add another medication to the list The last one entered will not show in the list until you submit the record Add New Record Name ABILIFY w Name not listed Dosage Frequency Ix day Discontinued O No E Yes Name Name not listed Dosage Frequency am
13. itten Crisis Plan lf no why under 18 linkages with other systems Appointments at Discharge County will be required New Required Questions Added Individual involved in discharge planning NM P E kl oke TETIS 0 d Piirit a individual s family involved in discharge planning Sectlon Concurrent Review to ONo O Yes Contact with medical provider s 24 ProviderConnect Guide Individual involved in discharge planning Individual s family involved in discharge planning ese 2 moved from Concurrer ON O Yes Was an AQT petition filed AOT Petition Outcome CNA 0 No O Yes Has a SPOA application been submitted CNA O No O Yes Did DC plan include follow up services for all needs lf no what was lacking ONA Case Management ONo we Coordination with Child Welfare O Yes n what was lackine Coordination with Educational System Jequired if No to Did Coordination with Juvenile Justice Sys Identified Housing Medical Care Medication Supply Peer Support under 21 did the DIC plan address multi system needs under 21 did DIC plan address home environment ONA ONA O No C No O Yes Yes under 21 did the DIC plan address DSS ACS involvement under 21 did the Plan address educational needs ONA ONA C No C No O Yes O Yes 25 ProviderConnect Guide Readmission When a patient has been disch
14. nformation mmm Humber BE Service Type of Admission Sex Please Choose Ons C Female F Male M eee mmm es Practitioner Please Choose One M Practitioner Program Please Choose One 8 Please Choose One Medicaid ID Social Security Number XY 1234562 Demographics Client Last Name i Doll Client First Name i Client Address Line 1 i Client Address City i Client Address Zip Code i After completing the information Click Save Admission at the bottom of the screen and return to the Main Menu to Lookup the client and continue completing the admission process See Page 9 4 If you find the client you can click on the Member number to the left of the name so that you can move to the next step to completing the admission process Search Criteria Last Name First Name ev sex erenae F O Male M Unknown U BARBIE DOLL NOTE if you did not find your client based on your search criteria make sure that the Last Name is spelled correctly and you have the correct Medicaid ID If it is correct and you are certain that you had faxed or called in the client information please call the IT Help Desk at 1 866 505 3398 Option 4 for assistance in locating your client to avoid creating duplicates ProviderConnect Guide NOTE If you enter a Date of Birth as a part of the Search Criteria you will now need to enter a four digit year MM DD YYYY Search Criteria oo 7
15. rConnect Guide Axis Primary enter in the Search box either the diagnosis name or the DSM code and click Search to activate the drop down box Select from the drop down box the appropriate diagnosis Reason For Admission Why now and Other Text Fields C Problems with work C Social issues Axis V Reason s for Admission Why now TL il IL LN Serra A C legal problems C non adherence to tx other then meds rr C parent child conflict C Phys sexual emotional abuse or trauma C Police emergency detention Lreactinn ta medication Other EI Please complete and submit within 24 hours following admission or by 5 p m the next business day following weekend and holiday admissions this is a readmission within 30 days for inpatient detox or within 45 days for rehabilitation send prior discharge plan with Matrix submission Record Created By Search for lwest existing value SEE PAGE 19 FOR STEP BY STEP INSTRUCTIONS OF AXIS INPUT Axis Priman Enter the first few letters of the diagnosis name OR the numeric DSM code and click the Search fo e search button You MUST then select an official diagnosis from the blue drop down list Reason s for Admission Why Not Why does the patient need this level of care Readmission for MH within 30 Days of SA within 45 days Yes or No Reason s for Admission Why now Readmission
16. t link Go e e http innovate optumhealth com newyork 6162 html File Edit View Favorites Tools Help Links convert P Select we dr z E Pag GTos 4 S 3 Home Providers FAQs Careers Contact Us Q OPTUMHealth New York City Behavioral Health Organization d A i em E 1 0 i W ProviderConnect gt fw sN d ke 4 1 H d toes r 18 mae i a Ke TT 0 0 n Authorized users of ProviderConnect rr G e 2 h can access it her ProviderConnect Guide Login Screens 1 Secure Login Screen Enter User ID and Password If you do not have a user ID and password you can call the Help Desk at 1 866 505 3398 Option 4 ProviderConnect A Continuum of Interactive Community Healthcare Secure Login Please enter your username and password below LOGIN When entering your password please ensure that your Caps Lock key is not depressed 2 Click Continue ATTENTION The information contained in this information system is private and confidential it is fully bound by the provisions of all federal and state regulations governing confidentiality of alcohol and drug abuse patient records This system is intended only for the professional use of authorized agents of a Substance Abuse or Mental Health Treatment program or related agency If you have reached this site in error please contact Netsmart Technologies
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