Jefferson County Full-Service Medicaid & CPSE Portal Implementation Training Schedule
(Timeline & Registration Links Below)
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Jefferson County - 2024 CPSE Portal and Medicaid Training Webinars:
Webinars highlighted in yellow are Portal trainings.
Webinars highlighted in green are Medicaid trainings.
All webinars will be recorded.
Jefferson County FSM Kick-Off:
Target Audience: Everyone
Registration Information:
- Wednesday, March 20, 2024 @ 10:00 AM
https://attendee.gotowebinar.com/register/3952367606459998038
- Wednesday, March 20, 2024 @ 2:00 PM
https://attendee.gotowebinar.com/register/8270919426875813717
Topics:
- Who will you be working with at McGuinness
- Purpose of this Webinar – Not a Training – Will provide you with…
- An introduction to the upcoming expectations/requirements
- A timeline for the implementation process
- Expectations/Billing Requirements
- Prescriptions – New Prescription Process & Billing
- Non-Compliant/Missing Documents
- Credential Approvals & Billing
- Supervision & Billing
- Center-Based Related Services & Billing
- OPRA & Billing
Medicaid-Compliant Written Orders
Target Audience: Service Providers, Independent Providers & Billing Admins
Registration Information:
- Tuesday, April 16, 2024 @ 10:00 AM
https://attendee.gotowebinar.com/register/467707394451981909
- Wednesday, April 17, 2024 @ @ 2:00 PM
https://attendee.gotowebinar.com/register/6580908481891885910
- Friday, April 19, 2024 @ 3:30 PM
https://attendee.gotowebinar.com/register/7340848038057188698
Topics:
- What Should you be Checking
- What are the Eight Items Required on a Medicaid Prescription?
- Examples of Valid versus Invalid Prescription Items
- Replacement Prescriptions
- When is a New Prescription Required
- Verification Process
- Altering Prescriptions
Medicaid-Compliant Session Notes
Target Audience: Service Providers, Independent Providers & Billing Admins
Registration Information:
- Tuesday, April 23, 2024 @ 10:00 AM
https://attendee.gotowebinar.com/register/3959368196664023646
- Wednesday, April 24, 2024 @ 2:00 PM
https://attendee.gotowebinar.com/register/3226763598965886553
- Friday, April 26, 2024 @ 3:30 PM
https://attendee.gotowebinar.com/register/2339023408257696858
Topics:
- What is required on a SSHSP Session Note
- Contemporaneous Record
- CPT Codes
- ICD Codes (Billable/Non-Billable/Most Specific)
- Setting/Location
- Group Sessions
- Make-Up Sessions
- Session Notes & Prescriptions
- Co-Treatments
- Therapist Signature
- When to Use “Does Not Meet Medicaid Requirements”
- Session Notes “Defaults” (for Setting, Location, ICD Code & CPT Code)
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