Ticket to Work Program State Vocational Rehabilitation Agencies Reports at your fingertips through the Secure Provider Portal May 14, 2013

Objectives Overview of how to access and log in to the Secure Provider Portal (Portal) Describe Security Features – password creation and phone factor Use Reports: o Ticket Assignability tools o Ticket Assignment/Unassignment Report o Quarterly Beneficiary Earnings Report (QBER) Resource Documents at: 2

Access to the Portal Ticket Coordinator o Create a log-in o Add users (counselors) o Protect Personally Identifiable Information Are you a new Ticket Coordinator and need a log in? Have you forgotten your password? Do you need Assistance? o Contact the EN Systems Help desk at o Call (option 2 and then option 2 again) o The help desk is open 9 a.m. EST – 6 p.m. EST o You can expect an response or call back within hours 3 Help.

Steps to Access the Portal 4 Step 1 Step 2

Access the Portal: Security Immediately after a log-in attempt is made, your selected phone will receive a call from (Phone Factor). Pick up the phone and press #. No Verification = Denied Access. Cell phones allow access from anywhere. Be careful using numbers with extensions. Password rules: o Do not use words in the Dictionary. o You cannot use one of your most recent six passwords. o Passwords must be at least eight characters. Use at least one number, one capital letter, and one special character. o Example: TUV123=dj 5 Step 3

Electronic Reports 6

7 Ticket Assignability Tools To check Ticket Assignability, you can check SSNs one by one by choosing Ticket Assignability under Query. To check several at once, you can choose Batch Assignability, download the Excel template, fill in the document, save it and then upload. For both tools, only type in 9 digits with no dashes. The result will show the following information, for each SSN submitted: o Assignability Status - (Assignable, Not Assignable, Terminated, Assigned, In-Use SVR) o Service Provider Name – Applicable only if the Ticket is currently assigned o Previous Service Provider Name – Applicable only if the Ticket is currently not assigned (but, previously assigned) o Last Payment Type/Stage – Applies to either the current or previous service provider, as appropriate o VR Closure Code

Ticket Assignment/Unassignment Report 8 To find out what Tickets you have Assigned/In-Use SVR currently or in the past, select the Ticket Assignment/Unassignment Report. Type in a single Social Security Number (SSN) or leave that field blank to see all beneficiaries currently served by your agency and select a time range. The report will list: SSN Names Assignment or In-Use SVR date Unassignment or closure date Termination date of the Ticket Payment method You can export this to Excel. For more information, visit:

Quarterly Beneficiary Earnings Report The Quarterly Beneficiary Earnings Report (QBER) shows quarterly earnings from the Office of Child Support Enforcement (OCSE) records, a federal database of earnings. You can search for individual SSNs or, by default, see earnings information for all beneficiaries currently or ever served by your agency. The report will show up to 8 quarters where a beneficiary shows earnings. Use the key at the top of the page. You can export this report to Excel. 9

Coming Soon! Ticket Holders included in the Exception files will be available in the Beneficiary History Report. 10

Questions for the Systems Help Desk ork.com ork.com Call: option 2, option 2 Visit the website: eb/ttw/resource-documents for helpful reference documents eb/ttw/resource-documents 11