NY STATE OF HEATH ASSISTOR CERTIFICATION TRAINING MODULE

NY STATE OF HEATH ASSISTOR CERTIFICATION TRAINING MODULE 7: ASSISTOR RESOURCES nystateofhealth. ny. gov 1

LEARNING OBJECTIVES • By the end of this lesson, you will be able to… • Explain how to create a profile and register yourself as an Assistor on the NY State of Health. • Describe how to create and manage accounts within the NY State of Health for Individuals, Employees, and Employers. • Follow the steps in order to get assistance from the NY State of Health Customer Service Center. nystateofhealth. ny. gov 2

NY STATE OF HEALTH To access the NY State of Health online, an Assistor will need computers that are connected to the Internet with the latest version of one of the following browsers: • • Internet Explorer Versions Safari Versions Google Chrome Versions (Preferred) Mozilla Firefox Versions nystateofhealth. ny. gov 3

nystateofhealth. ny. gov 4

INVITATION CODE nystateofhealth. ny. gov 5

CREATE YOUR USER ID nystateofhealth. ny. gov 6

CREATE YOUR USER ID nystateofhealth. ny. gov 7

CREATE YOUR USER ID nystateofhealth. ny. gov 8

CREATE YOUR USER ID nystateofhealth. ny. gov 9

CREATE AN ACCOUNT – INVITATION CODE nystateofhealth. ny. gov 10

ACCOUNT VERIFICATION nystateofhealth. ny. gov 11

ACCOUNT VERIFICATION nystateofhealth. ny. gov 12

TOKEN GENERATION nystateofhealth. ny. gov 13

HIPAA AGREEMENT nystateofhealth. ny. gov 14

YOU ARE AUTHORIZED nystateofhealth. ny. gov 15

CREATE YOUR PROFILE nystateofhealth. ny. gov 16

CREATE YOUR PROFILE User ID & Mailing Address will never change. nystateofhealth. ny. gov 17

REGISTRATION COMPLETED nystateofhealth. ny. gov 18

ASSISTOR DASHBOARD nystateofhealth. ny. gov 19

NY State of Health – Add New Client Add a consumer who currently does not have an account in the NY State of Health from your Dashboard. nystateofhealth. ny. gov 20

CONSUMER’S ACCOUNT CREATION Once you add a new consumer to your dashboard and select Invite, the consumer will receive an invitation code requesting that they create account credentials. • Account credentials will include: ü User ID ü Password Note: Assistors cannot view this screen, per HIPAA. • Client must authorize the Assistor so they have authorization to work on behalf of the consumer. • Assistor searches for added clients nystateofhealth. ny. gov 21

NY STATE OF HEALTH EXISTING CONSUMERS If the consumer has already created an account in the NY State of Health and want to authorize an Assistor to help them, the consumer will need to log in into his/her account and manually search for and authorize an Assistor. nystateofhealth. ny. gov 22

NY STATE OF HEALTH EXISTING CONSUMERS nystateofhealth. ny. gov 23

NY STATE OF HEALTH – ASSISTOR DASHBOARDS Existing Consumer New Consumer Tab & Contact Info Screen Employer Dashboard • Employer Tab & Dashboard Screen Employee Dashboard • New Employee • Existing Employee Individual Dashboard • Individual • Family Employee/Employer - IPA/Navigator Only nystateofhealth. ny. gov 24

NY STATE OF HEALTH – MESSAGES AND NOTICES • Assistor will be able to view the consumer’s messages and notices from the NY State of Health. • Assistor can upload required documentation on the client dashboard. nystateofhealth. ny. gov 25

GETTING ASSISTANCE FROM THE CUSTOMER SERVICE CENTER Now that you are working with the consumer on their behalf, you should be able to operate the NY State of Health independently. If you are experiencing technical difficulties while working with a consumer, please call into the Service Center. 1 -855 -355 -5777 nystateofhealth. ny. gov 26

GETTING ASSISTANCE FROM THE CUSTOMER SERVICE CENTER Relay Service for the Deaf and Hard of Hearing Interpreter Services – Language Line nystateofhealth. ny. gov 27

GETTING ASSISTANCE FROM THE CUSTOMER SERVICE CENTER • Identify yourself as an Assistor to the Consumer Services Specialist (CSS). • An authorized representative status is also available. Consumers will authorize the Assistor to work on their behalf for an authorized limited time period. • Let them know what the issue is that you are experiencing. • Use the experience to help the client understand that the NY State of Health is user friendly, but assistance is there if you need it! nystateofhealth. ny. gov 28

CHECK FOR UNDERSTANDING 1. There are three Assistors’ dashboard sub-types; which does not belong? A. B. C. D. Assistor Dashboard Employee Dashboard Individual Dashboard A. Assistor Dashboard nystateofhealth. ny. gov 29

CHECK FOR UNDERSTANDING 2. True or False? As an Assistor, you search for a consumer who has not created an account. False nystateofhealth. ny. gov 30

CHECK FOR UNDERSTANDING 3. Assistor’s will have the ability to choose multiple sections under which headings (select all that apply)? A. B. C. D. Counties Served User ID Physical Mailing address Languages Supported A. Counties Served D. Languages Supported nystateofhealth. ny. gov 31

CHECK FOR UNDERSTANDING 4. Once the Account and Identity information is completed, what must be selected from the Assistors’ dashboard to ensure consumers have access to their account? A. B. C. D. Enroll Delete Managed Invite D. Invite nystateofhealth. ny. gov 32

CHECK FOR UNDERSTANDING 5. True or False? When an Assistor contacts the NY State of Health for assistance, the Customer Service Specialist will need the Assistor’s name, account number and phone number or Assistor’ SSN, DOB and phone number. True nystateofhealth. ny. gov 33

CHECK FOR UNDERSTANDING 6. True or False? The NY State of Health Customer Service Center will be staffed with bi-lingual staff. True nystateofhealth. ny. gov 34

WHAT QUESTIONS DO YOU HAVE? nystateofhealth. ny. gov 35