Imagine Portal COMPLIANCE REVIEW PORTAL FOR PROVIDERS What

Imagine Portal COMPLIANCE REVIEW PORTAL FOR PROVIDERS

What is the Portal? The “Imagine Portal” is a companion portal that providers can use to review and respond to compliance reviews. The portal works in tandem with the Review Data System (RDS)

“Imagine Portal” Ø Connects the provider to OPSR’s new Review Data System (RDS) Ø Providers will be able to review the status of their reviews Ø Providers will be able to delegate their own authorized parties to submit their POC on their behalf Ø No more submitting POCs via encrypted email ** Note: A POC can only be submitted via a computer. At this time the application does not support the use of cellphones.

How Does the Provider Begin Ø Providers will receive a notification via email at least 90 days in advance of their review Ø Open the link in the email to proceed to DODD Website Ø Only the CEO or PCW account owner will be able to log in at first

Click the link that is titled “Single Sign on”

Enter CEO or account owner user name and password How do I know which account to use? It is the account name that can be used to recertify

Imagine Portal Dashboard Using dashboard Create A delegate by using the delegator function CEO and Independent provider must create themselves as a delegate

Creating a Delegate To Create a delegate enter First Name Last Name Email address If applicable check submits poc then save

An Inside Look: Once you have logged in, your dashboard will appear. Here you can review who is authorized as a delegate for your reviews, check the status of your reviews, manage who is a delegate for your review, and much more.

Delegates Never delete a delegate unless you are certain they will not be your delegate in the future This includes the CEO or Independent provider’s name

Delegate Account Set-up The delegate will receive 3 emails 1 st email verifies the email account 2 nd email creates password 3 rd email gives the delegate a username The CEO does not need to follow these steps

Assign a delegate to a review Use the drop down box to find the delegate you want as the review contact.

Compliance Review Tools To view current tools Login to DODD website Select Provider Select Forms Select Provider Compliance Review forms Select Applicable tool based on provider type http: //dodd. ohio. gov/forms/Pages/default. asp x

Compliance Report: Review status should show as Pending for POC or Complete.

To expand the tool question, click on Read more. The full question will open for you to read it.

Note: A POC or appeal must be written for each citation before you can select submit

• Should include a written statement with attached supporting documentation • Providers should save after each response • All responses can be edited prior to submitting poc

To Add Attachments, click paper clip Choose the location of your attachment

• A POC or appeal should be clear, detailed, and address the citation specifically, as well as be compliant Identifying individuals by number and staff by initials • Be sensitive to grammar and spelling. • All reports are public.

A reviewer’s comments are viewable by clicking the comment bubble. The status of the citation and the attachment are also viewable.

Common Problems ◦ Provider does not remember user name or password. ◦ Agency providers use wrong account ◦ Delegate name deleted and cannot re-enter ◦ CEO changed and Certification account not updated ◦ No portal link ◦ Access to LOC/IDS blocking access to RDS Portal

How can problems be fixed? q Contact OPSR at 614 -466 -6670 and we will troubleshoot the issue q Call DODD call center to correct account issues or submit information about new CEO q OPSR can resolve basic access to portal issues q OPSR will create a IT ticket to correct access issues q Provider can contact review manager who will refer them to proper division

What can Providers do now? q Know your user name and password q Make sure email and physical address is current q Update CEO information as it changes q Make sure you log in regularly to keep account active q Ask for help when needed q Know that a compliance review will be schedule at least 1 x in each certification period q. Note: Your account means the application portal not specifically the Imagine portal.

“Imagine Portal Contacts Lisa Burt Erica Morrison OPSR Review Manager/RDS Project Manager OPSR Lisa. burt@dodd. ohio. gov Erica. Morrison@dodd. ohio. gov Kristi Williams OPSR Review Manager/RDS Project Manager Kristi. Williams@dodd. ohio. gov