Provider Portal User Guide

Signing In

Once the Care Provider’s user’s account has been verified they can sign in to the Provider Portal with their username (email address) and password.

There is a “forgot password” option in the event that the user has forgotten their password:

An email will then be sent with a link for the user to reset their password.

Service Confirmations

When you sign in you will automatically be taken to the “Service confirmations” page. This is where you are able to confirm the services that have been delivered for patients that have been placed with you from the ICB. This will include patients that receive FNC and full CHC services:

You can use the drop down option underneath the “Patients” field to filter for an individual patient:

Click on any of the patient names and then click on the “Find” button. The screen will then show dates when services need to be confirmed as delivered for that patient:

The dates are weekly dates with Sundays being the start date.

You can click to expand each week by clicking on the down arrow. The screen will then show the date range for that week:

If services have NOT been delivered for any of the days then you can click on the “Not Delivered” button. You will then need to select the reason why the service was not delivered:

If services have been partially delivered for any of the days then you can click on the “Partially Delivered” button. You will then need to select the reason why the service was not delivered:

You can then select which days care was delivered during that week by ticking the specific days and then click on the Save button:

That week will then be removed from the screen as you have confirmed which days care was delivered.

To confirm services that have been delivered you can either record this for a week or for several weeks.

To select a single week click the checkbox alongside the week:

To confirm services have been delivered for that week click on the “Confirm All Selected” button and those services will then be confirmed. That week will then disappear from the list as you have confirmed services have been delivered and you don’t need to do that again.

To confirm services have been delivered for several weeks click the checkbox alongside each week:

You can also select all weeks displayed by ticking the checkbox alongside the “Week commencing field”:

Once you have the relevant weeks selected click on the “Confirm All Selected” button and all of those services will be confirmed as having been delivered. They will then disappear from the list as you have confirmed services have been delivered and you don’t need to do that again.

Remittance Advice

The Remittance Advice screen will list any payment runs that the ICB have approved for payment:

Click on any of rows and you will see details of what has been approved for payment:

You will see a list of the patients, date range, service and amount you have been paid.

A remittance advice can be for multiple patients, different date range and different services.

The “Open Extract” button allows you to download the Remittance Advice data into Excel:

When you click on “Open Extract” you will see this in Excel:

You can use that Excel file for your own records.

Patients

The Patients screen will list all patients that are being funded by the ICB:

The “Patient account no” column allows you to add in the Care Provider’s account number. Click on the edit icon:

Type in the account number and then click on the Save button. The account number will then be displayed:

The Patient account number will then be included in the function that allows you to “Open Extract” on the Remittance Advice screen.

Viewing, Downloading and Accepting IPA

When a new patient is placed with a Care Provider, you will need to view, download and accept the IPA. This does not apply to FNC patients.

Service confirmations will not be generated until the IPA has been accepted (where Acceptance is needed).

From the Patients screen:

Click on the individual patient record:

You can see at the top whether Acceptance is needed (Yes or ) and whether it has been Accepted (if needed).

To view, download and accept the IPA click on the More button:

Click on IPA and that will allow you to view and download the IPA as a PDF:

You can close down the IPA and then click on “Confirm Acceptance”:

You can then see that Acceptance has been Accepted, who by and when.

Once the IPA has been accepted service confirmations will then be generated.