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Home
Knowledge Base
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Articles in CPSEPortal
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CPSEPortal
01 - Welcome to CPSE Portal Introduction and Initial Setup for Orange County
06 - OPRA Presentation
Accepting your CPSE Portal Invitation
Add or Invite a User (Agency)
Adding a new County User in CPSE Portal
Adding a new provider to Preschool and eSTACs
Adding a new transporter to Preschool and eSTACs
Billing Provider Site map
Check Log
County User Site Map
Creating a schedule for the school
Creating Payment Batches in Preschool
Find my Enrollments
How to Look Up a Child by ESID #
How to Submit a Ticket to the CPSE Portal
Managing Your PIN
Missing a Full Diagnosis (ICD) Code
Nassau - Evaluations
Nassau, Suffolk, Westchester Portal Provider Training Webinar Powerpoint
Progress Notes Feature
Trouble logging in
Upload Confirmation of Service Delivery Log (County)
Upload Confirmation of Service Delivery Log (Providers)
Uploading Medicaid Documentation - Live
CPSEPortal
>
Attendance
Classroom Attendance Instructions
Co-Sign Attendance
Delete Attendance (for time outside of range)
Entering Attendance for SEIT/RS enrollments
Entering Group Sessions
Entering Weekly Attendance
Error Message - Attendance Outside Enrollment Dates
How to Move Attendances Between Enrollments
How to Tell What is Missing from My Session
Location and Setting fields
Parent / Caregiver Signature Logs
Review and Sign Attendance
Review and Sign Guide for Providers
Setting Up Defaults in your Caseload
Therapist can't enter attendance for a child (RS, SEIT, and CBRS)
Unsign Classroom Attendance
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
Common Voucher Audit Problems (List)
CPT Code Entries that will cause Billing Errors
CPT Code Lookup
Creating and Submitting a Voucher
Dutchess County Monthly Billing Form (Blank)
Essex County Billing Form Mapping
How to exclude sessions from a voucher
How to see the latest SED rates - County Users
How to unassign attendance from a voucher
How to Unsubmit a Voucher
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
Entering Credentials For Your License After CFY
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
>
Columbia Full-Service Medicaid
00 - Columbia County FSM Training Schedule
01 - Kick-Off Webinar (Welcome to Full-Service Medicaid with McGuinness)
02 - Medicaid Compliant Session Notes
03 - OPRA Presentation
04 - Credential Verification
05 - Uploading Prescriptions
06 - Medicaid-Compliant Written Orders
07 - Digital Speech Recommendations (for Portal Users)
08 - Supervision (UDO)
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
>
Herkimer Full-Service Medicaid
00 - Herkimer County FSM Training Schedule
01 - Kick-Off Webinar (Welcome to Full-Service Medicaid with McGuinness)
02 - Medicaid-Compliant Sessions Notes
03 - OPRA Presentation
04 - Credential Verification
05 - Uploading Prescriptions
06 - Medicaid-Compliant Written Orders
07 - Digital Speech Recommendations (for Portal Users)
08 - Supervision (UDO)
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
>
Orange County Full-Service Medicaid
00 - Orange County FSM Training Schedule
01 - Kick-Off Webinar (Welcome to Full-Service Medicaid with McGuinness)
02 - Uploading Prescriptions
03 - EnterClaims Digital Order (not for Portal Users)
03 - Medicaid-Compliant Written Orders
05 - Medicaid-Compliant Sessions Notes
06 - OPRA Presentation
07 - Digital Speech Recommendations (for Portal Users)
08 - Supervision (UDO)
09 - CPSE Portal Credential Verification
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
>
Maintaining User Information
Adding a User when NPI is not found
Adding People to CPSE Portal
Change Password
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?
How to remove a therapist from your agency
Import Person with License template
Initial Setup
Provider Specific Identifiers
Service Provider User Template to import therapists and users
Set up or change your PIN
User Details
User Permissions
CPSEPortal
>
Medicaid Documentation
Attendance Correction by Billing Admin
Bulk Prescription Upload Process
Cannot find Ordering Provider in NPI search
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 Page
Missing Documents Preventing Claiming Report
Missing IEPs Report
Missing Medicaid Parental Consents
Missing Prescriptions Report
OPRA - Important Links
OPRA Enrollment Information & Website
OPRA REFERENCE GUIDE
Parental Consent (Generic)
Parental Consent Template
Prescription Requirements
Quick Reference Guide for Service Locations
Sample Fax Transmittal Sheet for Replacement Prescriptions
Session Notes - Setting/Location & Signature Fields
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 Fulton County
01 - Welcome to CPSE Portal Introduction and Initial Setup for Fulton County
02 - CPSE Portal Credential Verification Webinar for Fulton County
03a - CPSE Portal Agency Case Management for Fulton County
03b - CPSE Portal Center Based (CB) Agency Case Management for Fulton County
03c- CPSE Portal Case Management for Independent Providers for Fulton County
03d - CPSE Portal Case Management for Agency Service Providers for Fulton County
04 - CPSE Portal Session Notes for Fulton County
05a - CPSE Portal Agency Billing - Using the CPSE Portal for Fulton County
05b - CPSE Portal Billing for Independent Providers for Fulton County
05c - CPSE Portal Agency Billing - Using an Outside System for Fulton County
CPSEPortal
>
New Implementation for Jefferson County
01 - Welcome to CPSE Portal Introduction and Initial Setup for Jefferson County
02 - CPSE Portal Credential Verification Webinar for Jefferson County
03a - CPSE Portal Agency Case Management for Jefferson County
03b - CPSE Portal Center Based (CB) Agency Case Management for Jefferson County
03c- CPSE Portal Case Management for Independent Providers
03d - CPSE Portal Case Management for Agency Service Providers for Jefferson County
04 - CPSE Portal Session Notes for Jefferson County
05a - CPSE Portal Agency Billing - Using the CPSE Portal for Jefferson County
05b - CPSE Portal Billing for Independent Providers for Jefferson County
CPSEPortal
>
New Implementation for Orange County
01 - Welcome to CPSE Portal Introduction and Initial Setup
02 - CPSE Portal Credential Verification
03a - CPSE Portal Agency Case Management
03b - CPSE Portal Center Based (CB) 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
>
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 - Annual Medicaid Trainings - Word Document
01 - Uploading Medicaid Documentation
02 - Medicaid-Compliant Written Orders
02.1 - Medicaid-Compliant Written Orders - Westchester/Nassau Counties
03 - Medicaid-Compliant Sessions Notes
04 - Digital Speech Recommendations
05 - Supervision
06 - OPRA Presentation
CPSEPortal
>
Webinars
>
2025 Medicaid Webinars
00 - Annual Medicaid Trainings - Word Document
01 - Uploading Prescriptions
02 - Medicaid-Compliant Written Orders
03 - EnterClaims Digital Order (not for Portal Users)
04 - Digital Speech Recommendations
05 - Medicaid-Compliant Sessions Notes
06 - OPRA Presentation
07 - Supervision
08 - New Medicaid Screens & Processes (Jan. 2025)
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