TMHP Secure Portal Account Administration

TMHP Secure Portal Account Administration
Basic Tasks for Managing an Account
on the TMHP Secure Provider Portal
TMHP Secure Portal Administration Job Aid | v2017_0403
Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
Contents
Creating a Secure Provider Account on the TMHP Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Enroll a New Provider Identifier and Create a New TMHP User Account . . . . . . . . . . . . . . . . . . . . . . . 3
Activate an Existing Provider Identifier and Create a New TMHP User Account . . . . . . . . . . . . . . . . . . . . 3
Activate an Existing Provider Identifier With an Existing TMHP User Account . . . . . . . . . . . . . . . . . . . . 4
Identifying an Online Account Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Modifying Permissions for a User or Administrator (Requires Administrative Access) . . . . . . . . . . . . . . . . . . 6
Removing Administrator(s) When There Are No Other Active Administrators on the Account . . . . . . . . . . . . . 7
Resetting a Forgotten Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Changing a Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Updating an Email Address and Other Account Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Having TMHP Update an Email Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Changing the R&S Delivery Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
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Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
Creating a Secure Provider Account on the TMHP Portal
The procedure that you follow depends on why you want to create a secure provider account:
•
Potential Medicaid, Children with Special Health Care Needs (CSHCN) Services Program, and associated program
providers who want to submit an electronic application using Provider Enrollment on the Portal (PEP)
•
Enrolled provider who wants to create a secure account on the TMHP portal and access TMHP applications
•
Enrolled provider who wants to link their account to an existing user account and access TMHP applications
Enroll a New Provider Identifier and Create a New TMHP User Account
To create a secure provider account on the TMHP portal and access Provider Enrollment on the Portal (PEP), follow
these steps:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click I would like to (located in the upper right portion of the page). The I would like to… web page appears.
4) Click Activate my account, which is located under the Unsecured Provider Tasks section. The Account Activation
page appears.
5) Under the If you do not have a TMHP User Account, section click New Username and Enroll.
6) Select Provider Enrollment from the Provider Type dropdown menu.
7) Click Next.
8) Fill in all fields. (All fields are required.)
9) Review the General Terms and Conditions, and click the box next to I agree to these terms.
10) Click Create Provider Administrator.
Activate an Existing Provider Identifier and Create a New TMHP User Account
To create a secure new provider account on the TMHP portal, follow these steps:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click I would like to (located in the upper right portion of the page). The I would like to… web page appears.
4) Click Activate my account, which is located under the Unsecured Provider Tasks section. The Account Activation
page appears.
5) Under the If you do not have a TMHP User Account, section Click New Username and Activate Existing
Provider.
6) Under the heading What do administrative rights allow a user to do? Click Create Provider/Vendor
Administrator Account.
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Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
7) Select applicable option from the Provider Type drop-down menu.
8) Select whether to use the National Provider Identifier/Atypical Provider Identifier (NPI/API) or Texas Provider
Identifier (TPI) to identify the provider.
9) Type the appropriate provider identifier in the field.
10) Click Next.
11) You will then select the appropriate values from a series of drop down boxes, which may include the following
–– Taxonomy
–– ZIP Code
–– Benefit Code
–– Street Address
–– Additional fields may appear depending upon the Provider Type selected
12) Click Next.
13) Enter all of the required provider information indicated by a red dot. Only fields that are applicable to the NPI/API
will be displayed.
The fields that may be displayed include the following:
–– Security fields Tax ID/Social Security Number (SSN)
○○ Electronic Data Interchange (EDI) submitter ID. If this field is displayed as one of the required fields, the
NPI/API has an EDI submitter ID associated with it and a PIN must be requested.
○○ Medical license number
○○ Texas Identification Number (TIN) (LTC providers only)
–– Current internal control number (ICN) for a claim listed on one of the last three weekly Remittance and Status
(R&S) reports you received before the account activation date
–– PIN—Only required if validation of other security information is not possible. For more information about
requesting a PIN, please refer to the TMHP Portal Security Provider Training Manual.
14) Click Next to validate NPI/API.
15) Enter all of the required account information indicated by a red dot. Review the Terms and Conditions and click the
I agree to these terms check box. Click the Create Provider Administrator button.
Activate an Existing Provider Identifier With an Existing TMHP User Account
To add a provider account to an existing user account, follow these steps:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click Log in to My Account (located in the upper right portion of the page). The My Account page appears.
4) Under Manage Provider Accounts, select Administer a Provider Identifier.
5) Select the applicable option from the Provider Type drop-down menu.
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Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
6) Type the NPI/API in the field and click Next.
7) You will then select the appropriate values from a series of drop down boxes, which may include the following
–– Taxonomy
–– ZIP Code
–– Benefit Code
–– Street Address
–– Additional fields may appear depending upon the Provider Type selected
8) Click Next.
9) Enter all of the required provider information indicated by a red dot. Only fields that are applicable to the NPI/API
will be displayed.
The fields that may be displayed include the following:
–– Security fields Tax ID/Social Security Number (SSN)
○○ Electronic Data Interchange (EDI) submitter ID. If this field is displayed as one of the required fields, the
NPI/API has an EDI submitter ID associated with it and a PIN must be requested.
○○ Medical license number
○○ Texas Identification Number (TIN) (LTC providers only)
–– Current internal control number (ICN) for a claim listed on one of the last three weekly Remittance and Status
(R&S) reports you received before the account activation date
–– PIN—Only required if validation of other security information is not possible. For more information about
requesting a PIN, please refer to the TMHP Portal Security Provider Training Manual.
10) Click Next to validate NPI/API.
11) Validate all of the required account information indicated by a red dot. Review the Terms and Conditions and click
the I agree to these terms check box. Click the Link Provider Number button.
Identifying an Online Account Administrator
Certain account tasks can be performed only by users who have administrative access to the account. To identify the
person(s) currently designated as administrators for a provider account, follow these steps.
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click Log in to My Account (located in the upper right portion of the page). The My Account page appears.
4) Under Account Settings (near the bottom of the screen), select Provider Administrator Lookup. A list of the
provider identifiers that are associated with your user account appears.
5) If the TMHP User Account has administrator rights to multiple NPI/API numbers, click on the NPI/API of the
account for which you need to identify the administrator(s). A screen with the administrator’s name and contact
information appears.
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Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
Modifying Permissions for a User or Administrator
(Requires Administrative Access)
Account administrators can modify the permissions for users or administrators who are associated with an account. When
modifying permissions, account administrators have the ability to do the following:
•
Grant access to additional functionality to users
•
Remove access to functionality from users
•
Unlink a user from a provider identifier
•
Promote users to administrators on the account
•
Remove administrator rights from other administrators on the account
To modify permissions, follow these steps:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click Log in to My Account (located in the upper right portion of the page). The My Account page appears.
4) Under Manage Provider Accounts, select Modify Permissions. A list of provider identifiers that you administer
appears.
5) If the TMHP User Account has administrator rights to multiple NPI/API numbers, click on the NPI/API of the
provider account for which you want to modify permissions. A screen appears with all of the administrators and users
for the selected account.
6) Perform the desired actions:
–– To add or remove access to specific functionality for a user, check or uncheck the box in the corresponding
column.
–– To remove all access for a user to the provider account, click Unlink. You will then be asked to confirm changes.
–– To promote a user to an administrator, click Make Administrator.
–– To remove administrative rights from an administrator, click Remove Administrator Rights.
Note: If you are the only administrator for an account, you should promote another user to administrator
before removing administrator rights from yourself; otherwise, you will leave the provider account without an
administrator.
7) After making all of the desired changes, click Update Permissions to make the changes active.
8) After verifying the changes, click Confirm Changes.
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Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
Removing Administrator(s) When There Are No Other
Active Administrators on the Account
If the administrator(s) of a provider account needs to be removed and they are unable to remove themselves or there are
no other admins to remove them, follow these steps to have TMHP remove the administrator:
Note: It can take up to 30 calendar days for TMHP to remove an administrator from an account. For more information
about this process or to make an urgent request, please call the EDI Helpdesk at 1-888-863-3638 from 7 a.m. to 7 p.m.,
Central Time, Monday through Friday.
1) Fill out the TMHP Portal Request Change Form
2) Requests can be submitted to TMHP by fax or mail:
–– Fax:
1-512-514-4228 or 1-512-514-4230
–– Mail:TMHP
Attn: EDI Help Desk MC-B14
P.O. Box 204270
Austin, Texas 78720-4270
TMHP will notify the provider by fax when the administrator has been removed from the account.
Once an administrator is removed from the account and if no other administrators are on the account, the provider must
designate a new administrator. This can be accomplished in one of two ways:
1) A user with an existing account for the provider can designate themselves to be the administrator for the account by
clicking on Administer a Provider Identifier on their My Account page.
2) A new user can create an account for the provider. Whenever an account does not have an administrator, a user that
creates an account will be designated as the administrator.
Resetting a Forgotten Password
If you have forgotten the password for your account, follow these steps to reset the password:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click I would like to (located in the upper right portion of the page). The I would like to… web page appears.
4) Click Get user name and password emailed, which is located under the Unsecured Provider Tasks.
5) Enter the email address associated with the password you want to reset.
6) Click Submit.
A new password will be generated and sent to the email address on file. Please allow up to 15 minutes to receive the new
password. After receiving the new password, you can use that password to log into the account and create a new unique
password. Do not copy and paste the temporary password from the email. It must be manually entered.
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Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
Changing a Password
It is a good practice to change your account password as often as every 30 days. To change an account password, follow
these steps:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click Log in to My Account (located in the upper right portion of the page). The My Account page appears.
4) Under Account Settings, click Change Password. The Change Password screen appears.
5) Enter the current password.
6) Enter the new password and then enter it again to confirm it.
7) Click Change Password.
Updating an Email Address and Other Account Information
To change the email address that is associated with an online account, follow these steps:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click Log in to My Account (located in the upper right portion of the page). The My Account page appears.
4) Under Account Settings click My Profile. The Update Account screen appears.
5) Change the name, telephone, or email address associated with this account as needed.
6) Click Update to upload the changes to TMHP.
Having TMHP Update an Email Address
If you cannot access your account but need the email address to be updated, you can have TMHP update the information
for you. To do so, follow these steps:
Note: It can take up to 30 calendar days for TMHP to update an email address from the date the request is received.
1) Fill out the TMHP Portal Request Change Form
2) Request may be submitted to TMHP by fax or mail:
–– Fax:
1-512-514-4228 or 1-512-514-4230
–– Mail:TMHP
Attn: EDI Help Desk MC-B14
P.O. Box 204270
Austin, Texas 78720-4270
You will be notified by fax when the process has been completed.
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Basic Tasks for Managing an Account on the TMHP Secure Provider Portal
Changing the R&S Delivery Method
An account administrator can change the way the Remittance and Status (R&S) Report is delivered for an account. To
change the R&S Delivery Method, an account administrator should follow these steps:
1) Go to the TMHP website at www.tmhp.com.
2) Click Providers. The AMA/ADA End-User Agreement must be accepted before proceeding. If this agreement has
been previously accepted, you will be directed to the provider homepage.
3) Click Log in to My Account (located in the upper right portion of the page). The My Account page appears.
4) Under Manage Provider Accounts, click on Change your Remittance and Status Reports (R&S)/COF delivery
method. A list of provider identifiers that you administer appears.
5) If the TMHP User Account has administrator rights to multiple NPI/API numbers, click on the NPI/API of the
provider account for which you want to modify the R&S delivery method.
a) If you currently receive paper R&S reports, you will have the option to receive your R&S Reports on the TMHP
website (www.tmhp.com) by checking the check box and clicking Change R&S Delivery Method.
b) If you currently receive your R&S reports on the TMHP website (www.tmhp.com), you will have the option to
cancel and return to receiving paper R&S reports by checking the check box and clicking Submit.
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