ihss portal manual publication2
TRANSCRIPT
2021
IHSS Provider Portal Manual
USER GUIDE
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Table of Contents Frequently Asked Questions.......................................................................................................... 3
Log in and Tools ............................................................................................................................. 5
Action Required .............................................................................................................................. 6
Provider Check In ....................................................................................................................... 7
Messages ...................................................................................................................................... 10
Forms and Links ........................................................................................................................... 11
File Upload .................................................................................................................................... 14
Training Events ............................................................................................................................. 15
Change Language ........................................................................................................................ 18
PEARS How-To-Electronic Services Portal ..................................... Error! Bookmark not defined.
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Frequently Asked Questions Q: How do I contact IHSS?
A: You can contact IHSS directly by using the Messages tab. Follow the
instructions in the Messages section.
Q: How do I get my provider number?
A: To get your provider number, send a message to IHSS using
the Messages tab.
Q: How do I update my password?
A: Select your name at the top right to update your password.
Q: My name isn't correct, how can I change it?
A: You will need to contact IHSS directly to change your name, use
the Messages tab.
Q: I have Actions Required what does that mean?
A: Each item on your Action Required tab is an item you need to complete. See
the Action Required section of this manual.
Q: The item on Action Required isn't clickable.
A: If the item isn't clickable go to your Forms and Links tab and all of the forms
and the link to the videos can be found there. See the Forms and
Links section of this manual.
Q: What do I need to do once I complete all videos for my training?
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A: You should contact IHSS by using the Messages tab for further instructions.
Follow the instructions in the Messages section.
Q: Did I complete my action required items?
A: Action Required items move to the Show All tab when they are complete. See
the Action Required section of this manual.
Q: I'd like to know my Provider status. Is there any way to know when I will
be approved?
A: To get your provider provider status, send a message to IHSS using
the Messages tab.
Q: How do I fill out a form?
A: Select the form, download the form to your device, fill in the fields that you
can type in, save it. If you can't fill it in electronically print it and fill it out that
way.
Q: How do complete the SSN verification?
A: You'll need to scan it in or take a picture and upload the file. Follow the
instructions in the File Upload section of your manual.
Q: How do I fill out my signature application?
A: If your program is using the Provider Application with Signature option select
the application from the 'Forms and Links' page. Find more information in the
Forms and Links section of this manual.
Q: How do I send in my filled out form?
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A: Once you have filled out and saved your form follow the instructions in
the File Upload section of your manual.
Q: How do I upload documents or forms in my portal?
A: Follow the instructions in the File Upload section of your manual.
Q: I submitted my forms why are there no complete dates?
A: The forms have to be accepted by IHSS. Once IHSS accepts your forms you will
see a completion date for them.
Q: How long after I complete my action required items do I have access to
the portal?
A: Until you leave the program and they inactivate your account.
Q: How do I update my resource listing?
A: If you are a "registry provider" you will see a Resource Listing link by your
name at the top of the page. Once you load the page you can use the radio
buttons at the bottom of the page to send a message to the program who can
update your information for provider matches.
Log in and Tools In the Bounds portal manual you will find out how to use the various tabs
available in the BOUNDS Portal.
First and foremost you must log in, if you have forgotten your login select the
Forgot Password link.
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Once you login you will have some tools available no matter what page you are
on.
Select your name to update your password or make any changes to your login.
If after reviewing the manual you are still unsure of what to do, you can also
select the orange bubble to go to chat and connect with JUMP Staff. Our chat
hours are 7:30 am to 7 pm CST (central standard time).
Action Required First, on the Action Required tab, you can see actions that you are needing to
complete. There is a date assigned, due date, and completed date. If you see a
blue underlined activity you can select it to go straight to the activity that you
need to complete. You can Show Active activities or Show All activities.
Important Note: As you watch the videos your complete date will show
automatically. The forms will not have a complete date until IHSS accepts them
after they have been submitted.
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Provider Check In If you are a Registry Provider a new item you may find in your "Actions Required"
tab is Provider Check In. This action will show in your list periodically as a
reminder to check and update your information. This information includes
services you provide. This will assist the program in matching your services to
providers. As an alternative to the reminder action you may open the resource
listing link at the top of the page anytime you'd like to review this information.
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When the Provider Check In page opens you'll see the services you offer listed as
well as your provider information at the top. View your information and use the
options at the bottom of the page to let the program know what changes you
need to your resource listing.
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Selecting the "Please call..." option opens a text box to fill in a phone number for
the program to contact you
at.
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Selecting the "Please make the adjustments below" option opens a text box to
enter a message regarding the changes you'd like to made to your resource
information.
Messages You can send and receive messages to and from the Public Authority Registry via
the portal. Select the Messages tab. There are Received and Sent tabs, you can
reply to messages or create new ones. These messages go directly to the Public
Authority
Registry.
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When you select Reply or New you can enter a subject and message. Then select
send to send the message.
Forms and Links On the Forms and Links tab, you will be able to download and fill out forms. You
can also access and complete the Orientation videos. Provider Applications will
be listed under the Provider Forms.
If you do not see a form on your Action Required tab or need to review a form it
can be found on this page. To fill out a form select the form and download it to
your device. Type into the fields that are available then proceed to the file
upload tab.
If your program is using the Provider Application with Signature option you'll be
able to fill out the application and sign it digitally. Click the open icon next to the
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application. Fill in all of the questions in all of the sections then click the Send
button on the upper right.
To complete the Orientation Videos select the Video Language, Selection Link.
You will be taken to this page, select the language that you want to watch the
videos in.
Then select the video you need to watch.
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Once the video is complete you will see this screen, select to either replay the
video or mark the video complete.
When you have marked the video complete a checkmark will show on the video
like this.
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File Upload On the File Upload tab, you can upload your saved files to send to PA Registry.
Select New to upload a file.
**Make sure to save your document to your device
Then select your file type.
Enter the Description and Choose File then select Send.
*When you select Choose File you will find the form that you have downloaded,
filled out, and saved to your device.
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Once you have uploaded the file you can see it on the File Upload grid as well as
select it to open it.
Important Note: You will not get a complete date for these forms until IHSS
accepts the form.
Training Events On the Training Events tab, you can view, register, and ask questions about
training events that are available to attend.
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Select the question mark icon to ask a question.
Use the text box to ask your question and select Submit. Once you have asked
your question you can see the question in the grid as well as the response from
the program.
To register for an event, select Open.
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If there are assessment questions that need to be answered you will be required
to answer them before you can register for the event.
Once you are registered, you can cancel your registration by selecting the
magnifying glass again. You can see your registration status for events in the
Training Events grid. Once you have completed an event and certificates have
been issued, you can also print out your certificates from this page.
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Change Language You can change the language on BOUNDS by right-clicking on the page and
selecting the Translate option (it may say translate to English, select it anyway).
You will then see this box, select the three dots.
Select Choose Another Language
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Use the drop-down to select your language of choice, then the Done button will
turn into a Translate button. Select Translate.