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Home
Knowledge Base
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Articles in CPSEPortal
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CPSEPortal
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
I can't find one of my children
Managing Your PIN
My Profile - Video Tutorial
Nassau - Evaluations
Nassau, Suffolk, Westchester Portal Provider Training Webinar Powerpoint
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
Why doesn't attendance appear to be put on a voucher?
CPSEPortal
>
Classroom
Assign Children to Therapist
Classroom Management
CPSEPortal
>
Credential Verification
Credential Verification - Agencies
Credential Verification - No CPSE Portal Login
Credential Verification - Providers
Credential Verification / Approval Listings
Credential Verification Listing & Approval Listing Reports
CPSEPortal
>
Enrollments
Editing an Unmatched Child
Enrollments Added by County Report
Entering Unmatched CBRS Enrollments
Entering Unmatched Children and Unmatched Enrollments
Matching Unmatched children and enrollments
Related Service Codes and Descriptions
View Unmatched Enrollments
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
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 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
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
CPSEPortal
>
Misc
Entering Activities
Managing Your PIN
Turning autocomplete / autofill off
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)
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)
CPSEPortal
>
New Implementations for Ulster County
01 - New Implementation - Kick-off Webinar
02 - Initial Set-Up (Agency)
03 - Initial Set-Up (Agency Service Providers & Independent Providers)
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)
10 - Case Management (Agency Service Providers)
11 - Session Notes (Agency and All Service Providers)
12 - Review Q&A (Agency and All Service Providers)
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
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
>
Webinars
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
Uploading Medicaid Documentation - Live
Uploading Written Orders
Welcome and Initial Training - Dutchess
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