Total OnBoarding User Manual for Providers
Contents
1. EDI Support Services Total OnBoarding User Manual for Providers Table of Contents Welcome to Total OnBoarding 2ancutes deceiver sanandaia antagaee cv edaernteateer aan das 1 Web Site Address Url cccccccccce cece eee eee e ee eenee sees eeee en etsenenneteenas 1 AREG TA ON sapuosaen cece spasnened aucananeaenetawe A EA ANINA 2 Provider Summary Menu OPTIONS s sssssssrrrrrrerererrrrrrrrrrrrrrerrrerrrrrrre 8 SEICE VENGO S csiccccstws mraaneudarractarcrearendessaauessershemsatrasteesseavencnnensds 8 MAN AGC INP IS oreen n EE E EE E E E EEE AEA 9 Manage Transactions ssssesrsersrrsrrnrrrrrrrrrrrrrerrrrrrrrrrrrrrrrrrrrrrrrro 11 Manage R QIONS c ccc cce cece cence cece ee eee ee eset sees es eeeeeteaeeeeteneeeegs 12 MNOS TINS arrarir cart ansanria tis pte E E une cere anna ine sa E 12 Manage Speclalti S ccccc ccc sce cece eee eee ee sees sees eeeeeeeeteaeeeeteneeeens 13 Manage 1 VanSaCuOnSeccsnenceexs raii beatae RA AERE A 13 View IVF ProcesS sssssenenrenennrerrrrnrrnrrrrrrrrrrnrrrrrrrrrrrrrrrrrrrrrrrrerrre 15 VIEW FOTO seeete det erek irn E E EA E eens 16 SOME WICe VenNdOI perrrisenr dii aA E aw ee beaten a ATEA 16 Select Managing VENOr ccccecccecceseeteeeeeeeeteeeteeueteueteereeeuttaeetaegs 17 EAIC PU OC ire sort conc ge da eewrcea arent E Bae deen E ead E a ea eee oes 18 VIEW SUNUN AT Vs erara E E EEE EE 19 Home Page Other Menu OPtiOns ccccec eee see eee eee eee eeeeeeteneeeeeaes 20 FIOM ic2. Home Area Status Action Identity Verification Form Not Required View IVF Process Forms 0 of O received View Forms Software Vendor Software Vendor Managing Vendor Select Managing Vendor Profile Last Updated 4 13 2010 Edit Profile View Summary Direct Trading Partner ID Not Assigned NPIs Manage NPIs Select Vendors Search by Billing NPI for Search You may use as a wildcard character select a Vendor from the list and click Add to add them to your profile Providers can also search for a specific Vendor by choosing a method to search by entering the information for the search and clicking Search Vendors Selected Vendor s TPID Vendor There are no vendors assigned Search by Name within All for You may us AREI DBAName TPID Trading Partner ID CHO0010 Clearinghouse WEST BEND IA Once a Vendor is added to a profile it can be removed by selecting Remove next to the Vendor Vendors Selected Vendor s TPID Vendor Type Action CH00010 Clearinghouse Manage NPIs Select Manage NPIs This option allows providers to add NPIs to their profile update their TIN and edit their transactions Page 9 of 20 Total Onboarding User Manual Home Area Status Action Identity Verification Form Not Required View IVF Process Forms 0 of O received View Forms Software Vendor Software Vendor Managing Vendor Select Managing Vendor Profile Last U
3. 207 KAD200 Allergy amp Immunology Allergy 207 KI0005x Allergy amp Immunology Clinical amp Laboratory Immunology 311500000 Alzheimer Center Dementia Center The NPI screen has different Menu options Manage Regions Select Manage Regions to add or remove states from the profile NPI Sum iii NPI Manage Regions _ Regions Manage TINs Manage TINs Manage Specialties specialties AZ lt Submitter ID not assigned gt Finished Manage TINs Select Manage TINs to add or remove Tax Identification Numbers from the profile Page 12 of 20 Total Onboarding User Manual NPI Summary NPI Manage Regions Manage TINs Manage Specialties AZ Submitter ID not assigned Finished Manage Specialties Select Manage Specialties to add or remove specialties from the profile NPI Summary NPI Manage Regions Regions Manage TINs Manage TINs Manage Specialties specialties AZ lt Submitter ID not assigned gt Finished Manage Transactions To add or remove transactions from the profile select the sign next to the state All available Lines of Business for that state will appear NPI Summary NPI Manage Regions Manage TINs Manage Specialties Slaz lt Submitter ID not assigned gt Transaction Forms Testing Production Medicare Institutional of Arizona Select Transactions Medicare Professional of Arizona Select Transactions Finished
4. Choose Select Transactions next to the correct Line of Business NPI Summary NPI 2 Manage Regions Manage TINs Manage Specialties ws AZ lt Submitter ID not assigned gt Testing Production Medicare Institutional of Arizona Select Transactions Select Transactions Transaction Medicare Professional of Arizona Finished Page 13 of 20 Total Onboarding User Manual All the available transactions for that Line of Business will appear Select Enroll for each transaction type to be added to the profile Select Transactions NPI 2 Line of Business Medicare Institutional of Arizona EDI Type Description Trading Partner Action 637 Health Care Claim Institutional Enroll 635 Payment Advice Enron 4 276 Health Care Claim Status Request Enroll Finished A selection is made from the drop down as to how this transaction is transmitted Select Save when finished Note It is important to select the transmitting vendors prior to adding transactions to the NPI See Select Vendor section of this User Guide Select Transactions NPI Line of Business Medicare Institutional of rizona EDI Type Description Trading Partner Action 837 Health Care Claim Institutional DnE DJ JAFA m A alasimen 535 Payment Advice SSSR 2 6 Health Care Claim Status Request Note For 837 transactions a provider may select one or two methods to transmit If two methods are chosen a prompt appear
5. IF YOU ARE ENTERING INTO THIS AGREEMENT ON BEHALF OF A COMPANY OR OTHER LEGAL ENTITY YOU REPRESENT THAT YOU HAVE THE AUTHORITY TO BIND SUCH ENTITY TO THESE TERMS AND CONDITIONS IN WHICH CASE THE TERMS YOU OR YOUR SHALL REFER TO SUCH ENTITY IF YOU DO NOT HAVE SUCH AUTHORITY OR IF YOU DO NOT AGREE WITH THESE TERMS AND CONDITIONS YOU MUST SELECT THE I DECLINE BUTTON AND MAY NOT USE THE SERVICE VisionShare Inc Total OnBoarding HIPAA Business Associate Agreement BAAO er oompa gk 4 o YO lotal OnBoarding VisionShare Inc Total OnBoarding HIPAA Business Associate Agreement BY CLICKING THE ACCEPT BUTTON DISPLAYED AS PART OF TOTAL ONBOARDING IMPLEMENTATION PROCESS YOU AGREE TO THE FOLLOWING TERMS AND CONDITIONS THE AGREEMENT REGARDING PROTECTED HEALTH INFORMATION UNDER THIS HIPAA BUSINESS ASSOCIATE AGREEMENT AS AMENDED OR SUPPLEMENTED BY THE HEALTH INFORMATION TECHNOLOGY FOR ECONOMIC AND CLINICAL HEALTH HITECH ACT ENACTED AS A PART OF THE AMERICAN RECOVERY AND REINVESTMENT ACT OF 2009 IF YOU ARE ENTERING INTO THIS AGREEMENT ON BEHALF OF A COMPANY OR OTHER LEGAL ENTITY YOU REPRESENT THAT YOU HAVE THE AUTHORITY TO BIND SUCH ENTITY TO THESE TERMS AND CONDITIONS IN WHICH CASE THE TERMS YOU OR YOUR SHALL REFER TO Previous Accept 7 Complete Online Account Information and click on Next This creates the User ID and password used to access TOB Note TOB passwords have unique
6. from the menu options Page 7 of 20 Total Onboarding User Manual Home Area Status Action Identity Verification Form Not Required View IVF Process Forms 0 of O received View Forms Software Vendor Software Vendor Managing Vendor Select Managing Vendor Profile Last Updated 4 13 2010 Edit Profile View Summary Direct Trading Partner ID Not Assigned NPIs Manage NPIs Select Vendors Search by Billing NPI for Search You may use as a wildcard character Note Providers need to select at least one NPI for their profile and add the Lines of Business and transactions to that NPI before EDI enrollment can be completed Select Manage NPIs from the profile menu options to complete this step The next section of this user guide provides instructions for all the profile menu options Home Area Status Action Identity Verification Form Not Required View IVF Process Forms 0 of O received View Forms Software Yendor Software Vendor Managing Vendor Select Managing Vendor Profile Last Updated 4 13 2010 Edit Profile View Summary Direct Trading Partner ID Not Assigned NPIs Manage NPIs Select Vendors Search by Billing NPI for Search You may use as a wildcard character Provider Summary Menu Options Select Vendors Click Select Vendors This option allows providers to select the Vendors used for their electronic transactions Page 8 of 20 Total Onboarding User Manual
7. receive EDI transactions Previous Next 4 Click on Next Are you currently doing business with EDISS Please specify whether or not you are currently submitting claims to EDISS Yes and I have a 7 character Submitter ID 2 Yendors are not permitted to enroll on behalf of a Provider Per CMS IOM Publication 100 04 Chapter 24 Section 20 providers are not permitted to share their personal EDI access number and password with any billing agent clearinghouse network service vendor to anyone on their own staff who does not need to see the data for completion of a valid electronic claim to process a remittance advice for a claim to verify beneficiary eligibility or to determine the status of a claim and that no other non staff individuals or entities may be permitted to use a provider s EDI number and password to access Medicare systems To follow the CMS guidelines EDISS requires that only individuals who have the authority to enter into administrate and or terminate contracts and make determinations on behalf of the group complete the enrollment process endors are not allowed to complete the initial enrollment process in Total OnBoarding on behalf of the provider Clearinghouses and other third party representatives must obtain and use their own unique EDI access number and password from the Medicare contractors to whom they send or receive EDI transactions Note Vendors are not permitted to enroll on beh
8. Home Area Status Action Identity Verification Form Not Required View IVF Process Forms 0 of D received View Forms Software Vendor Software Vendor Managing Vendor Select Managing Vendor Profile Last Updated 4 13 2010 Edit Profile View Summary Direct Trading Partner ID Not Assigned NPIs Manage NPIs Select Vendors Search by Billing NPI for Search You may use as a wildcard character NPI Production Status Percentage Complete Notes 1111111111 0 of O transactions 0 ig lt Page 1 of1 gt gt gt This will cause a prompt to appear asking if there are any specialties that need to be added to the profile This is helpful if a provider wants to test certain kind of claims based on specialty Select Yes to add specialties to the profile Select No to skip this step Page 11 of 20 Total Onboarding User Manual Manage Specialties Does this provider have any specialties select the specialties from the list and click Add or search for a specific specialty using the search option and then add it to the profile Manage Specialties NPI Selected Specialties Code Classification Specialization There are no specialties assigned Search by Name for Search You may use as a wildcard character Code Classification Specialization 171100000 Acupuncturist 37 2600000 Adult Companion 367 AD0000 Advanced Practice Midwife 207 KOO000 Allergy amp Immunology
9. a aims E anime acd aneeuae sine ea hapanrepavnameeedadanreuads A 20 SUMIE TESE Fi grier dan sensudatanuncadedteaatedat weasa dan sense AA 20 Lae a ae E ee ee ee ee 20 FAO aE EE A AN 20 CONCACE Lo inaen a E EEEE EE EAT 20 ACCOUN ee ee E E EE E E EE 20 Kele e iiA EE A EEEE EE 20 Welcome to Total OnBoarding Total OnBoarding System TOB is a user friendly online registration and testing tool Providers use it to register with EDISS add and modify that registration at any time and test electronic claim submission Web Site Address Url https noridian totalonboarding com Note Each time a user navigates to the TOB website a pop up will appear asking to validate their digital certification Choose the user s TOB digital certificate from the list and Click OK If a digital certificate does not appear click Total Onboarding User Manual Cancel and either register as a new user or log in with the user ID and password Without validating the digital certificate test files cannot be entered in TOB Choose a digital certificate Identification The Web site you wank to view requests identification Please choose a certificate Mame Issuer Test Digital Cert Meutralus CAL More Info View Certificate et Self Registration Information made available through the TOB application is offered to users based on registration User registration for TOB will need to be completed online Note On each screen withi
10. alf of a Provider 5 Complete the Facility and Contact Information and click on Next Page 4 of 20 Total Onboarding User Manual Provide Contact Information Company Information Company Hame a o O DBA Name P pn Contact Information First Name _ A Last Name Phone Extension Jurmbers only Fax 555 Address Information Address 1 Address 2 i State Province Postal Code C Note If an existing provider these fields are automatically populated with the information on file with EDISS Verification of the information is required If any information is missing from the EDISS verification process users are prompted to enter it before they can continue 6 Read and Accept VisionShare Agreements This starts the Identity Validation amp Certificate Install Process IVF of receiving a Digital Certificate The testing process cannot be started until the IVF process is completed through VisionShare Page 5 of 20 Total Onboarding User Manual VisionShare Inc Total OnBoarding Service Agreement BaBa Gegn eer Aol 4 o O YO lotal OnBoarding VisionShare Inc Total OnBoarding Service Agreement BY CLICKING THE I ACCEPT BUTTON DISPLAYED AS PART OF THE ONLINE REGISTRATION PROCESS YOU AGREE TO THE FOLLOWING TERMS AND CONDITIONS THE AGREEMENT GOVERNING YOUR USE OF THE VISIONSHARE TOTAL ONBOARDING SERVICE INCLUDING OFFLINE COMPONENTS COLLECTIVELY THE SERVICE
11. elect No if you not currently registered with EDISS and or do not have a 7 character Submitter ID Page 3 of 20 Total Onboarding User Manual Are you currently doing business with EDISS Please specify whether or not you are currently submitting claims to EDISS Yes and I have a 7 character Submitter ID 2 Yendors are not permitted to enroll on behalf of a Provider Per CMS IOM Publication 100 04 Chapter 24 Section 20 providers are not permitted to share their personal EDI access number and password with any billing agent clearinghouse network service vendor to anyone on their own staff who does not need to see the data for completion of a valid electronic claim to process a remittance advice for a claim to verify beneficiary eligibility or to determine the status of a claim and that no other non staff individuals or entities may be permitted to use a provider s EDI number and password to access Medicare systems To follow the CMS guidelines EDISS requires that only individuals who have the authority to enter into administrate and or terminate contracts and make determinations on behalf of the group complete the enrollment process Yendors are not allowed to complete the initial enrollment process in Total OnBoarding on behalf of the provider Clearinghouses and other third party representatives must obtain and use their own unique EDI access number and password from the Medicare contractors to whom they send or
12. ftware The installation password for PC ACE Prod cannot be mlesed until thes Sodtware Sublicense Agreement is on file rear accurately a5 pos After please mml the PC ACE Prod Software Sublicense piin ee Popa EE E Tiken ampa ae ETE Sh Services IDENTIFICATION NUMBER A Providers facilities ming PC ACE Pro 32 enter them provider mmber and WPI in the fields provided B Vendors wimg PC ACE Pro 32 aa in thas field FACILITY INFORMATION SECTION Figure below is a representation of the Facility Information Section of the PC ACE Prodi Software Sublicense Agreement ihe attached Asemeni per the msrutons below lt Print the mme of the provider facitity Print the adiess of the providers ncilityodfice Select Managing Vendor select Managing Vendor This option allows the provider to give their vendor access to their profile and allows the vendor to make changes on behalf of the provider Action View IVF Process View Forms software Vendor Select Managing Vendor Edit Profile View Summary select a Managing Vendor and Click Save Other Vendors can be added to this page by clicking Select Vendors Page 17 of 20 Total Onboarding User Manual Select a Managing Vendor Select Vendors O Vendor Trading Partner ID None Vendor CHo0010 cancel save l The Provider Summary screen appears with an Account Locked statement Note The provider can unlock their Provider Summary screen at any ti
13. me by clicking here Home Area Status Action Identity Verification Form Not Required View IVF Process Forms 0 of 1 received View Forms Software Vendor PC Ace Pro 32 4 13 2010 Software Vendor Managing Vendor Select Managing Vendor Profile Last Updated 4 13 2010 Edit Profile View Summary Direct Trading Partner ID Not Assigned Account Locked _ Your account is locked_and can only be managed by To unlock please change your Managing Vendor selection by clicking select None and Click Save to unlock the profile Select a Managing Vendor Select Vendors Vendor Trading Partner ID None CHO0010 Edit Profile select Edit Profile This option displays the users profile for editing purposes Action View IVF Process View Forms Sottware Vendor Select Managing Vendor Edit Profile View Summary Page 18 of 20 Total Onboarding User Manual Edit information and click Save to save the update Company Information Company Name B eth Test DBA Name os Contact Information First Name Ben Last Name emo oO Phone 555 555 1234 Phone Extension Mumbers anly Fax 555 555 1 655 306 0222 655 306 0333 Address Information Address 1 2 01 Trainer St Address 2 City State Province Postal Code Fargo North Dakota 58104 RP Mailbox Cancel View Summary Select View Summary This opti
14. n TOB there are help guides to aid in answering questions related to the online registration process Hovering over the question mark reveals the information Please Login Don t have an account Please login by entering your User ID Create a new User Account and Password below User ID Password e Please login by entering your User Id and Password G e Ifyou do not have a User Id follow the direction on the right to i create one Login J forgot my User ID e I forgot my Password l Click on Create a new User Account This allows users to create an online account for accessing online profile information Page 2 of 20 Total Onboarding User Manual Don t have an account Create a new User Account A selection menu appears 2 Click am a Provider Don t have an account Create a new User Account Choose your account type by clicking the appropriate link below E I am a Billing Service Clearinghouse I am a Software Yendor I am an lowa Medicaid Additional Access Requester 3 Specify whether or not you are currently doing business with EDISS A Select Yes if you are currently registered with EDISS and have a 7 character Submitter ID When prompted enter the Submitter ID and associated Tax Identification Number TIN Please specify whether or not you are currently submitting claims to EDISS Yes and I have a 7 character Submitter ID 2 Submitter ID C TIM C Wo B S
15. on displays the users profile in a printer friendly version Page 19 of 20 Total Onboarding User Manual Action View IVE Process View Forms software Vendor Select Managing Vendor Edit Profile Home This option is selected to return the user to the home page where the Profile Summary options are available Submit Test File This option is selected to send a test file Browse to locate file to send and select Submit Inbox This option is selected to go to the providers Inbox The provider s inbox contains communication from EDISS to the provider FAQ This option is selected to view the Frequently Asked Questions Contact This option is selected to obtain ways to contact EDI Support Services Account This option is selected to change the user s password change the security question manage users and manage account information Logout This option is selected to log the user out of the Total OnBoarding session Page 20 of 20
16. pdated 4 13 2010 Edit Profile View Summary Direct Trading Partner ID Not Assigned NPIs Manage NPIs select Vendors Search by Billing NPI for Search You may use as a wildcard character Add the NPI regions and TIN and click Add to add that NPI to the provider profile Manage NPIs NPI 2 Region s 2 Select options Cancel Save Once all NPIs are added select Save An NPI can be removed at any time by selecting Remove However the TOB profile must contain at least one NPI Manage NPIs Beth Test NPI 2 Region s 2 Action Select options Add 1111111111 Al 123456789 carci C ee Once that NPI has been saved it will appear on the main profile page Page 10 of 20 Total Onboarding User Manual Home Area Status Action Identity Verification Form Not Required View IVF Process Forms 0 of O received View Forms Software Vendor Software Vendor Managing Vendor Select Managing Vendor Profile Last Updated 4 13 2010 Edit Profile View Summary Direct Trading Partner ID Not Assigned NPIs Manage NPIs Select Vendors Search by Billing NPI for Search You may use as a wildcard character NPI Production Status Percentage Complete Notes 4111111111 0 of O transactions 0 lt Page 1 of1 gt gt gt Manage Transactions To update the Lines of Business or the transactions for a profile click on the NPI that needs to be updated
17. requirements that must be met These requirements can be found by hovering over the question mark next to the password field Page 6 of 20 Total Onboarding User Manual Create Online Account User Name Email Address 2 a Password a Confirm Password Security Question Security Answer r Previous wa 8 A confirmation page appears showing the account was created Account Created Thank you for enrolling Your account has been created Please record your User ID and password in a secure location You will need them to continue setting up your account Feel free to use your browser s print button to print this page for your records User ID Password Please continue to your Total OnBoarding Profile Summary page to add update and or review and confirm currently assigned Lines of Business and the related transactions Next 9 Click on Next Account Created Thank you for enrolling Your account has been created Please record your User ID and password in a secure location You will need them to continue setting up your account Feel free to use your browser s print button to print this page for your records User ID Password Please continue to your Total OnBoarding Profile Summary page to add update and or review and confirm currently assigned Lines of Business and the related transactions 10 The Summary Page appears Providers continue their registration by selecting
18. s asking the provider which on the two methods is primary An indication of the type of claim is also required on all 837 transactions Page 14 of 20 Total Onboarding User Manual Complete Enrollment Report Recipient Please select the organization that is to receive EDI reports MEB001 and MAUUb related to the submission of O3 transactions A selection of Direct is an indication you would like all reports related to 837s sent to your location not to a vendor Q e clearinghouse or billing service Direct di O vendor Optional Claim Types The Line of Business you have selected has optional claim types such as Medicare Secondary Payer that may be tested Please select the optional claim types that your organization will be submitting in production Claim Type Direct standard HIPAA Claim a E Medicare Secondary Payer Oo optional we View IVF Process Select View IVF Process This option displays a document with information on completing the Identity Verification with VisionShare There are also instructions on how to initialize the digital certificate from VisionShare Action View IVF Process View Forms Software Vendor Select Managing Vendor Edit Profile View Summary Page 15 of 20 Total Onboarding User Manual View Forms Select View Forms This displays the required forms necessary to enroll with EDISS for the Lines of Business indicated on the profile Action View IVF Process Vie
19. w Forms Software Vendor Select Managing Vendor Edit Profile View Summary The required forms must be downloaded completed printed and faxed into EDISS View Forms Form Status Action CMS EDI Enroll Not Received Back Software Vendor select Software Vendor This option allows the provider to add a Software Vendor to their profile Action View IVF Process View Forms software Vendor Select Managing Vendor Edit Profile View Summary Select the software vendor from the droo down menu and click Save Select Software Vendor Please select the Software Vendor your organization uses to generate claims If the Software Vendor does not appear on the list select Other Not Listed PC Ace Pro 32 X Mm Page 16 of 20 Total Onboarding User Manual Note If the provider chooses PC ACE the PC ACE Service Agreement will appear Read the Agreement and Click Accept to use the PC ACE software The provider receives an e mail with instructions on how to download the PC ACE software Home SendTestrite inbox 3 FAG Contact Logout Accept PC ACE Service Agreement SBA i pbo e le FE EDI Support Services PC ACE Pro3 Software Sublicense Agreement Completion Instructions These mstructions will assist you in compleme the EDT Support Services EDTSS BC ACE Pro3l Software Sublieme Apreement The mfooation povided will be used to allow Trading Parmers access to the PC ACE Prod so
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