CPSE Portal Overview for providers working for an agency.

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Presentation transcript:

CPSE Portal Overview for providers working for an agency

Topics  Logging in  Changing your password  Your profile  Favorites  Caseload  Entering Attendance/Session Notes  Signing attendance  Reports  Q&A

Logging In/Forgot your password

Change Password

Your Profile Information  License information lookup 

Profile  My Profile is under “My Account” menu

Licenses and Certifications

Credentials/Signature

PINs  Service Providers all must choose their own PIN.  This is also done through My Profile under “My Account”  To choose your PIN, go to the PIN tab on the profile, enter the PIN you want to use, and press “Create PIN”  You will then be prompted to re-enter your login password in order to confirm your identity when setting or changing the PIN.

Favorites

My Caseload

Entering Attendance/Session Notes  Attendance/Session notes should be entered through the “Weekly Attendance” screen under the Attendance and Billing menu

Entering Attendance on Calendar  Click on the corresponding timeslot for the session you want to enter

Attendance Entry  Time In / Time Out  Setting (Daycare, home, Preschool)  Co-visit with Supervisor  Diagnosis  CPT Codes  Make Up (and date being Made Up)  Session Notes

Digitally Sign Attendance

Therapist Activity Report