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CPSEPortal
03 - Initial Set-Up (Agency Service Providers & Independent Providers)
04 - Credential Verification (All Service Providers & Agency Staff)
04 - Credential Verification (All Service Providers & Agency Staff)
05 - Medicaid-Compliant Written Orders
06 - Digital Speech Recommendations
07 - Case Management (Agency Admin)
08 - Case Management (Center-Based Agencies)
09 - Case Management (Independent Providers)
09- Billing in the CPSE Portal 8/12
10 - Case Management (Agency Service Providers)
11 - Session Notes (Agency and All Service Providers)
12 - Review Q&A (Agency and All Service Providers)
13 - Billing in the CPSE Portal 7/29
14 - Billing in the CPSE Portal 8/10-11
15 - Billing Using an Outside System
Accepting your CPSE Portal Invitation
Add or Invite a User (Agency)
Adding a new County User in CPSE Portal
Adding a new transporter to Preschool and eSTACs
Adding a Service Provider - Video Tutorial
Adding a User - Video Tutorial
Billing Provider Profile - Video Tutorial
Billing Provider Site map
Child moves from one district to another- Within the same county
Classroom Attendance Instructions
CPSE Portal Billing Provider Introduction
Creating a schedule for the school
Entering Attendance for SEIT/RS enrollments
Entering Classroom Attendances
Entering Group Sessions
How to Look Up a Child by ESID #
How to Move Attendances Between Enrollments
How to Submit a Ticket to the CPSE Portal
How to Tell What is Missing from My Session
How to Unsubmit a Voucher
I can't find one of my children
Managing Your PIN
Medicaid-Compliant Prescription Template
Missing a Full Diagnosis (ICD) Code
My Profile - Video Tutorial
Nassau - Evaluations
Nassau, Suffolk, Westchester Portal Provider Training Webinar Powerpoint
New CPSE Portal Implementation Welcome/Kick-Off Webinars
New Implementation - CPSE Portal - New Counties
New to Full-Service Medicaid
Progress Notes Feature
Service Provider Site map
Therapist Activity and Child Treatment Log - Video Tutorial
Therapist Cannot Sign Sessions
Therapist Cannot Unsign a Session
Trouble logging in
Uploading Medicaid Documentation - Live
CPSEPortal
>
Attendance
Cosign Attendance
Delete Attendance (for time outside of range)
Delete Attendance for Weekly Attendance Calendar
Entering Weekly Attendance
Error Message - Attendance Outside Enrollment Dates
Location and Setting fields
Parent / Caregiver Signature Logs
Review and Sign Attendance
Setting Up Defaults in your Caseload
Unsigning Attendance
View Attendance List
Why can't I sign
Why Can't I Un-Sign?
Why doesn't my PIN work
Why don't entries show up to co-sign
CPSEPortal
>
Attendance Upload
Attendance Denied? How to Remove and Delete Attendances to Upload a New Voucher
County Codes
Schema for Attendance File Upload
CPSEPortal
>
Billing
Attendance Denied? How to Remove in Order to Correct and Re-Bill
Billing for Non-treatment sessions
Cannot Submit Voucher: Problem of “Not Co-Signed”
Change the amount billed for a Session
CPT Code Lookup
Creating and Submitting a Voucher
Dutchess County Monthly Billing Form (Blank)
Essex County Billing Form Mapping
Sullivan County Billing Form Mapping
Why doesn't attendance appear to be put on a voucher?
CPSEPortal
>
Caseload Management
Creating Enrollment Supervision Plans
Creating Supervision Plans
Documenting Supervision in CPSE Portal
Recording Supervision Activity
CPSEPortal
>
Classroom
Assign Children to Therapist
How to Create and Edit a Classroom
CPSEPortal
>
Credential Verification
Conditional Approval Problems
Credential Verification - Agencies
Credential Verification - No CPSE Portal Login
Credential Verification - Providers
Credential Verification / Approval Listings
Credential Verification Listing & Approval Listing Reports
Updating Credentials
CPSEPortal
>
Enrollments
Editing an Unmatched Child
Enrollments Added by County Report
Entering Unmatched CBRS Enrollments
Entering Unmatched Children and Unmatched Enrollments
Matching Unmatched Children
Matching Unmatched Enrollments
Related Service Codes and Descriptions
View Unmatched Enrollments
CPSEPortal
>
Full-Service Medicaid
>
FSM Training
Uploading Prescriptions (For Billing Admins) - New Order Screen (10/2022)
Uploading Prescriptions (For Therapists) - New Order Screen (October 2022)
CPSEPortal
>
Full-Service Medicaid
>
Jefferson County Full-Service Medicaid
00 - FSM & CPSE Portal Training Schedule - Jefferson County
00 -FSM & CPSE Portal Training Schedule - Word Document - Jefferson County
01 - Kick-Off Webinar (Welcome to Full-Service Medicaid with McGuinness)
02 - Uploading Medicaid Documentation
03 - Digital Speech Recommendations
04 - Medicaid-Compliant Written Orders
05 - Medicaid Compliant Session Notes
06 - Supervision (UDO)
CPSEPortal
>
Full-Service Medicaid
>
Livingston County Full-Service Medicaid
00 - Full-Service Medicaid Training Schedule
01 - Kick-off Webinar - Welcome to Full-Service Medicaid with McGuinness
02 - Credential Verification
03 - Supervision (UDO/USO/Pre-License)
04 - Digital Speech Recommendations
05 - EnterClaims Digital Speech Orders (for ARC Glow)
06 - Medicaid-Compliant Written Orders
07 - Medicaid-Compliant Session Notes
CPSEPortal
>
Full-Service Medicaid
>
Niagara County Full Service Medicaid
00 - Niagara County FSM Training Schedule
00 -FSM Training Schedule - Word Document - Niagara County
01 - Kick-Off Webinar (Welcome to Full-Service Medicaid with McGuinness)
03 - Digital Speech Recommendations
04 - Medicaid-Compliant Written Orders
05 - Medicaid Compliant Session Notes
06 - Supervision (UDO)
CPSEPortal
>
Full-Service Medicaid
>
Onondaga Full-Service Medicaid
00 - FSM Training Schedule
01 - Kick-Off Webinar (Welcome to Full-Service Medicaid with McGuinness)
02 - Uploading Prescriptions
03 - Digital Speech Recommendations
04 - Medicaid-Compliant Written Orders
05 - Medicaid Compliant Session Notes
06 - Supervision (UDO)
CPSEPortal
>
Full-Service Medicaid
>
Rockland County Full Service Medicaid
01 - Kick-Off Webinar (Welcome to Full Service Medicaid with McGuinness)
02 - Uploading Prescriptions
03 - Credential Verification
04 - Digital Speech Recommendations
05 - Medicaid Compliant Session Notes
CPSEPortal
>
Full-Service Medicaid
>
Sullivan County Full-Service Medicaid
00 - Full-Service Medicaid Training Schedule
01 - Kick-off Webinar - Welcome to Full-Service Medicaid with McGuinness
02 - Uploading Prescriptions - New Order Screen
03 - Medicaid-Compliant Written Orders
04 - Digital Speech Recommendations
05 - Supervision (UDO/USO/Pre-License)
CPSEPortal
>
Full-Service Medicaid
>
Wayne County Full-Service Medicaid
00 - FSM Training Schedule
01 - Kick-Off Webinar (Welcome to Full-Service Medicaid with McGuinness)
02 - Uploading Prescriptions
03 - Digital Speech Recommendations
04 - Medicaid-Compliant Written Orders
05 - Medicaid Compliant Session Notes
06 - Supervision (UDO)
CPSEPortal
>
Maintaining User Information
Adding a User when NPI is not found
Change Password
Choosing a PIN
Edit My User Information
Enter License / Certification Information
Entering Signature, Title and Credentials
Favorites
Forgot Your Password?
How do I set up my student therapist with an account on the portal?
Import Person with License template
Initial Setup
Provider Specific Identifiers
Service Provider User Template to import therapists and users
User Details
User Permissions
CPSEPortal
>
Medicaid Documentation
Attendance Correction by Billing Admin
Bulk Prescription Upload Process
Creating Digital Speech Recommendations (SLPs)
Digital Speech Recommendations Webinar - Updated November 2020
IEP Direct Documents - Saving to your computer
McGuinness Full-Service Medicaid - New Implementation Guide for Providers
Medicaid Documentation
MEDICAID KNOWLEDGE BASE LINKS
Medicaid-Compliant Multi-Discipline Prescription Template
Medicaid-Compliant OT/PT Prescription Template
Medicaid-Compliant Written Order Checklist
Medicaid-Compliant Written Order SAMPLE TEMPLATE
Medicaid-Compliant Written Orders
Medicaid-Compliant Written Orders Webinar - Updated November 2020
Missing Documents Preventing Claiming Report
Missing IEPs Report
Missing Medicaid Parental Consents
Missing Prescriptions Report
OPRA Enrollment Information & Website
Prescription Requirements
Sample Fax Transmittal Sheet for Replacement Prescriptions
Supervision - Quick Reference Guide.
SUPERVISION BILLING ERRORS
Supervision Plans - (UDO/Pre-License)
Troubleshooting Prescriptions
UDO/USO Audit Requirements
UDO/USO Documents (All Full-Service Medicaid Counties)
Unidentified File Upload Process
Uploading & Troubleshooting Prescription Documentation
Uploading a Medicaid Consent Form
Uploading an IEP
Uploading Multiple Prescriptions (From Spreadsheet)
Uploading Parental Consents
Uploading Prescriptions (For Billing Admins) - New Order Screen (10/2022)
Uploading Prescriptions (For Therapists) - New Order Screen (October 2022)
Welcome to Full Service Medicaid (Kick-Off Webinar)
CPSEPortal
>
Misc
Entering Activities
Managing Your PIN
Turning autocomplete / autofill off
CPSEPortal
>
New Implementation for Wayne County
01 - Welcome to CPSE Portal Introduction and Initial Setup for Wayne County
02 - CPSE Portal Credential Verification Webinar for Wayne County
03a - CPSE Portal Agency Case Management for Wayne County
03b - CPSE Portal Case Management for Independent Providers for Wayne County
03c - CPSE Portal Case Management for Agency Service Providers for Wayne County
04 - CPSE Portal Session Notes for Wayne County
05a -CPSE Portal Agency Billing - Using the CPSE Portal
05b -CPSE Portal Billing for Independent Providers
05c -CPSE Portal Agency Billing - Using an Outside System
CPSEPortal
>
New Implementations for Cortland County
01-CPSE Portal Kick off for Cortland County
02a-Inital set up for Agencies
02b -Initial Set-Up (Agency Service Providers & Independent Providers)
03- Case Management (Agency Admin)
04 - Case Management (Center-Based Agencies)
05- Case Management (Independent Providers)
06 - Case Management (Agency Service Providers)
07- Session Notes (Agency and All Service Providers)
08- Billing Using an Outside System
09- Billing (Agencies and Independents using the Portal)
CPSEPortal
>
New Implementations for Livingston County
01- New Implementation - Kick-off Webinar - Livingston County
02a- Initial Setup for Agencies
02b- Initial Set-Up (Agency Service Providers & Independent Providers)
03-Credential Verification (All Service Providers & Agency Staff)
04 - Case Management (Agency Admin)
05 - Case Management (Center-Based Agencies)
06 - Case Management (Independent Providers)
07- Case Management (Agency Service Providers)
08 - Session Notes (Agency and All Service Providers)
09-Billing Using an Outside System
CPSEPortal
>
New Implementations for Ulster County
02 - Initial Set-Up (Agency)
03 - Initial Set-Up (Agency Service Providers & Independent Providers)
04 - Credential Verification (All Service Providers & Agency Staff)
07 - Case Management (Agency Admin)
08 - Case Management (Center-Based Agencies)
09 - Case Management (Independent Providers)
10 - Case Management (Agency Service Providers)
11 - Session Notes (Agency and All Service Providers)
12 - Review Q&A (Agency and All Service Providers)
13 - Billing in the CPSE Portal 7/29
14 - Billing in the CPSE Portal 8/10-11
15 - Billing Using an Outside System
CPSEPortal
>
New to CPSE Portal
01a - CPSE Portal Initial Set-Up for Agencies
01b - CPSE Portal Initial Set-Up Agency Service Providers & Independent Providers
01c - Welcome to CPSE Portal Introduction Kick-Off and Initial Set-Up
02 - CPSE Portal Credential Verification (All Service Providers & Agency Staff)
03a- CPSE Portal Agency Case Management
03b - CPSE Portal Center Based Agency Case Management
03c- CPSE Portal Case Management for Independent Providers
03d - CPSE Portal Case Management for Agency Service Providers
04- CPSE Portal Session Notes
05a -CPSE Portal Agency Billing - Using the CPSE Portal
05b -CPSE Portal Billing for Independent Providers
05c -CPSE Portal Agency Billing - Using an Outside System
CPSEPortal
>
Reports
Child Treatment Log
Therapist Activity
CPSEPortal
>
Teletherapy
Columbia County Teletherapy FAQ
Entering Teletherapy sessions in CPSE Portal
Erie County Teletherapy FAQ
Nassau County Teletherapy FAQ
Ontario County Teletherapy FAQ
Orange County Teletherapy FAQ
Rockland County Teletherapy FAQ
Saratoga County Teletherapy FAQ
Suffolk County Teletherapy FAQ
Teletherapy FAQ
Ulster County Teletherapy FAQ
Wayne County Teletherapy FAQ
Westchester County Teletherapy FAQ
CPSEPortal
>
Training
Agency FAQs
Archived Webinars
Archived Webinars 2
ICD 10 Transition Webinar Schedule
Independent Provider FAQs
Nassau County Presentation Powerpoint
Questions & Answers - Webinar: Welcome and Initial Training - Dutchess
Therapist FAQs
Tutorials / Webinars for Agency Providers - Office Staff
Tutorials / Webinars for Independent Providers - Office Staff
Tutorials / Webinars for Therapists - Agency
Webinar for Billing
Webinar Schedule for June 2016
Webinars for Counties Starting July 1, 2016 (Suffolk and Rockland)
Welcome and Initial Training - Dutchess Power Point Presentation
CPSEPortal
>
Training
>
CPSE Portal Trainings
00 - CPSE Portal Kick Off Webinar
01 - CPSE Portal Initial Set-Up for Agencies
02 - CPSE Portal Initial Set-Up for Agency Service Providers & Independent Providers
03 - CPSE Portal Credential Verification (All Service Providers & Agency Staff)
04 - CPSE Portal Agency Case Management
05 - CPSE Portal Center Based Agency Case Management
06 - CPSE Portal Case Management for Independent Providers
07 - CPSE Portal Case Management for Agency Service Providers
08 - CPSE Portal Session Notes
09a - CPSE Portal Agency Billing Using the CPSE Portal
09b - CPSE Portal Billing for Independent Providers
10 - CPSE Portal Billing Using an Outside System
Putnam County CPSE Portal Session Notes
CPSEPortal
>
Webinars
2022-23 Annual Review Process
Creating a Digital Speech Recommendation
Credential Verification
Digital Speech Recommendations (for SLPs) - Updated November 2020
eSTAC Webinar Schedule
Medicaid-Compliant Written Orders (Updated March 2022)
New Order Screen (November 2022)
Uploading Medicaid Documentation - Live
Uploading Written Orders
Welcome and Initial Training - Dutchess
CPSEPortal
>
Webinars
>
2023 Medicaid Webinars
01 - Supervision
02 - Medicaid-Compliant Written Orders
03 - Uploading Prescriptions - New Order Screen
05 - Digital Speech Recommendations
06 - Medicaid-Compliant Sessions Notes
CPSEPortal
>
Webinars
>
2024 Medicaid Webinars
00 - 2024 Full-Service Medicaid Webinar Training Schedule w/ Registration Links
00 - Annual Medicaid Trainings - Word Document
01 - Uploading Medicaid Documentation
02 - Medicaid-Compliant Written Orders
03 - Medicaid-Compliant Sessions Notes
04 - Digital Speech Recommendations
05 - Supervision
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