00 - Training Schedule (Portal & FSM / Jefferson County)


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Jefferson County 

Portal and Medicaid 2024 Training Webinars:

Webinars highlighted in yellow are Portal trainings. 

Webinars highlighted in green are Medicaid trainings.

All webinars will be recorded.



Jefferson County Kick Off & CPSE Portal Initial Setup:

Target Audience:  Everyone

Registration Information:

  • Tuesday, May 7, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/5825273514197197919

  • Tuesday, May 7, 2024 @ 3:30PM

https://attendee.gotowebinar.com/register/5802437757199933275

Topics:

  • Accepting Invitation
  • NPI/NPI Lookup
  • Inviting Therapists to Use the Portal
  • Inviting Agency Staff to Use the Portal (Office User vs. Billing Admin)
  • Agency Billing Provider Profile
  • Portal Admin User Access
  • Resetting Forgotten Passwords
  • Changing your Password
  • Choosing Your Pin
  • Edit My User Information
  • My Articles/News Feed
  • Knowledge Base. 


CPSE Portal Credential Verification: 

Target Audience:  Everyone

Registration Information:

  • Thursday, May 9, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/3509749305101115735

  • Thursday, May 9, 2024 @ 3:30PM

https://attendee.gotowebinar.com/register/8426388172027077214

Topics:                 

  • What is credential verification?
  • Why do we need credential verification?
  • Whose credentials need to be verified?
  • Who should complete the verification process?
  • Verifying your License.
  • Name changes for the NYS Office of Professions.
  • Verifying your NPI #.
  • Name Changes for NPPES.


CPSE Portal Agency Case Management:

Target Audience:  Agency Admins 

Registration Information:

  • Tuesday, May 14, 2024 @ 2:00PM

https://attendee.gotowebinar.com/register/4498164078983636566

  • Wednesday, May 15, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/641894225884877146

Topics: 

  • Child Lookup
  • Unmatched Children and Enrollments
  • Assigning Children to Therapist/SEIT
  • View Unmatched Enrollments
  • Matching Children
  • Matching Enrollments
  • Moving Attendances Between Enrollments
  • Enrollment Lookup Report
  • Enrollment Assignments Report


CPSE Portal Center Based (CB) Agency Case Management: 

Target Audience:  Agency Admins 

Registration Information:

  • Wednesday, May 15, 2024 @ 2:00PM

https://attendee.gotowebinar.com/register/740253237570914903

  • Thursday, May 16, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/5060046406614478938

Topics:  

  • Classroom Management
  • Creating a Schedule for the School
  • Unmatched Children and Enrollments
  • Entering and Signing Classroom Attendance
  • CB Enrollments Missing Attendance


CPSE Portal Independent Provider Case Management: 

Target Audience:  Independent Providers 

Registration Information:

  • Tuesday, May 21, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/5035882439570944862

  • Tuesday, May 21, 2024 @ 4:00PM

https://attendee.gotowebinar.com/register/477020258276809054

Topics:                 

  • Child Lookup
  • Unmatched Children and Enrollments
  • Enrollment Lookup Report
  • My Caseload
  • Digital Orders
  • Moving Attendances Between Enrollments


CPSE Portal Case Management for Agency Service Providers: 

Target Audience:  Agency Service Providers 

Registration Information:

  • Thursday, May 23, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/9112557095038887258

  • Thursday, May 23, 2024 @ 4:00PM

https://attendee.gotowebinar.com/register/2108223823408153440

Topics:                 

  • What are Unmatched Children & Enrollments
  • My Caseload
  • Digital Orders
  • Reports


Uploading Medicaid Documentation To The Portal

Target Audience:  Service Providers, Independent Providers & Billing Admins

Registration Information:

  • Thursday, May 30, 2024 @ 10:00 AM 

https://attendee.gotowebinar.com/register/5079669390186960220 

  • Thursday, May 30, 2024 @ 2:00 PM 

https://attendee.gotowebinar.com/register/3043248511220266330 

Topics:

  • How to Upload an IEP
  • Medicaid Compliance for Prescriptions
  • Required Elements of a Medicaid Prescription
  • How to Upload a Prescription
    • Uploading a Prescription (Therapists)
    • Uploading a Prescription (Billing Admins)


CPSE Portal Session Notes: 

Target Audience:  Everyone

Registration Information:

  • Monday, June 3, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/3805382693043269977

  • Wednesday, June 5, 202 @ 4:00PM

https://attendee.gotowebinar.com/register/3585126324743933789

Topics:                 

  • Recap Entering/Signing Classroom Attendance
  • Attendance Entry Record
  • Signing Attendance/Review & Sign
  • Co-Signing Session Notes/Attendance
  • Un-signing Attendance/Making Corrections After Signing
  • Move Attendances Between Enrollments
  • Print Child Treatment Log
  • Print Parent Signature Log 


Supervision – UDO/USO Process*

(* A Pre-License Plan and/or Supervision Plan and the Face-to-Face Meeting Date must be entered in the Portal in order to submit billing.)

Target Audience:  UDO/USO Clinical Supervisors & Billing Admins

Registration Information:

  • Tuesday, June 4, 2024 @ 10:00 AM

https://attendee.gotowebinar.com/register/2063404430747825242

  • Thursday, June 6, 2024 @ 2:00 PM

https://attendee.gotowebinar.com/register/7705096449401375837

https://attendee.gotowebinar.com/register/4545253962973153112 

Topics:

  • What is UDO/USO
  • Who Provides Supervision
  • CFYs & Limited Permits
  • Supervision Responsibilities
  • Provider Supervision Assignments
  • What is Required for Medicaid Reimbursement
  • How to Enter Supervision Plans & Face-to-Face Meeting Dates 


Digital Speech Recommendations: 

(*Digital Recommendations are required for all Speech Services.  A prescription/digital order is required in order to submit billing in the Portal.)

Target Audience:  Agency Billing Admins and SLP’s ONLY

Registration Information:

  • Friday, June 14, 2024 @ 3:30 PM 

https://attendee.gotowebinar.com/register/4765822592131430230 

  • Wednesday, August 7, 2024 @ 2:00 PM 

https://attendee.gotowebinar.com/register/972493182653085273 

Topics:

  • Benefits to Using the Digital Speech Recommendation
  • Required Elements of a Written Order
  • One-Time Set-up
  • How to Create the Digital Speech Recommendation
  • Reports
  • Unmatched Children & Enrollments
  • OPRA


CPSE Portal Billing for Independent Providers: 

Target Audience:  Independent Providers 

Registration Information:

  • Wednesday, July 31, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/8172292134360481621

  • Wednesday, July 31, 2024 @ 4:00PM

https://attendee.gotowebinar.com/register/6911827397440874586

  • Monday, September 30, 2024 @ 4:00PM

https://attendee.gotowebinar.com/register/8104376400624405340

Topics:                 

  • Creating & Submitting Vouchers
  • How to Correct Attendance & Rebill
  • Items Not Ready To Bill Report
  • Voucher Listing Report


CPSE Portal Billing for Agencies Using the CPSE Portal: 

Target Audience:  Agency Billing Admins

Registration Information:

  • Thursday, August 1, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/3697792181730573917

  • Thursday, August 1, 2024 @ 2:00PM

https://attendee.gotowebinar.com/register/6365430591575597406

  • Tuesday, October 1, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/8630520202305783642

Topics:                 

  • Review Portal Invitations
  • Review Portal Admin – User Access
  • Review Credential Verification
  • Creating & Submitting Vouchers
  • How to Correct Attendance & Rebill
  • Items Not Ready To Bill Report
  • Voucher Listing Report


CPSE Portal Billing for Agencies Using an Outside System:

Target Audience:  Agency Billing Admins

Registration Information:

  • Friday, August 2, 2024 @ 10:00AM

https://attendee.gotowebinar.com/register/5169589650578752858

  • Friday, August 2, 2024 @ 2:00PM

https://attendee.gotowebinar.com/register/7936754753458448982

  • Tuesday, October 1, 2024 @ 2:00PM

https://attendee.gotowebinar.com/register/2939680013890933338


Topics:                 

  • Review of Import Person with License Template
  • Review Credential Verification
  • Schema Attendance File
  • Validate Attendance File
  • Upload Attendance File
  • Creating Vouchers
  • Submitting Vouchers
  • Attendance Denied – How to Rebill
  • Voucher Listing Report