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Articles in CPSEPortal
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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 Service Provider - Video Tutorial
Adding a User - Video Tutorial
Billing Provider Profile - Video Tutorial
Billing Provider Site map
Classroom Attendance Instructions
CPSE Portal Billing Provider Introduction
Creating a schedule for the school
Entering Attendance for SEIT/RS enrollments
Entering Classroom Attendances
How to Look Up a Child by ESID #
How to Submit a Ticket to the CPSE Portal
How to Unsubmit a Voucher
I can't find one of my children
Managing Your PIN
Medicaid-Compliant Prescription Template
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
Trouble logging in
Uploading Medicaid Documentation - Live
CPSEPortal
>
Attendance
Cosign Attendance
Delete Attendance for Weekly Attendance Calendar
Entering Weekly Attendance
Error Message - Attendance Outside Enrollment Dates
Location and Setting fields
Move Attendance Between Enrollments
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”
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
>
Classroom
Assign Children to Therapist
Classroom Management
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
Match Unmatched Enrollments
Matching Unmatched Children
Related Service Codes and Descriptions
View Unmatched Enrollments
CPSEPortal
>
Full-Service Medicaid
>
Sullivan County Full-Service Medicaid
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
>
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
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 OT/PT Prescription Template
Medicaid-Compliant 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
Troubleshooting Prescriptions
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 - Full Service Medicaid - Rockland
>
01 - Kick-Off Webinar (Welcome to Full Service Medicaid with McGuinness)
Kick-Off Webinar - Welcome to Full-Service Medicaid with McGuinness (Rockland County - 9-17-21)
CPSEPortal
>
New Implementation - Full Service Medicaid - Rockland
>
02 - Uploading Prescriptions
Uploading Prescriptions & McGuinness Verifications
CPSEPortal
>
New Implementation - Full Service Medicaid - Rockland
>
03 - Credential Verification
03 - Credential Verification
CPSEPortal
>
New Implementation - Full Service Medicaid - Rockland
>
04 - Digital Speech Recommendations
Digital Speech Recommendations
CPSEPortal
>
New Implementation - Full Service Medicaid - Rockland
>
05 - Medicaid-Compliant Written Orders
Medicaid-Complaint Written Orders
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
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
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 - April 2021
Medicaid-Compliant Written Orders - Updated November 2020
Medicaid-Compliant Written Orders (Updated March 2022)
Uploading Medicaid Documentation - Live
Uploading Written Orders
Welcome and Initial Training - Dutchess
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