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ValueOptions Presents. “Electronic Funds Transfer (EFT) Training for Providers” This orientation and training will provide an overview and instructions on accessing and using PaySpan Health, an enhanced payment and reconciliation system.

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valueoptions presents
ValueOptions Presents

“Electronic Funds Transfer (EFT) Training for Providers”

This orientation and training will provide an overview and instructions on accessing and using PaySpan Health, an enhanced payment and reconciliation system.

Multiple Webcast Training Sessions are being offered! Space is limited!

  • June 24, 2008 July 8, 2008
  • June 26, 2008 July 9, 2008
  • June 27, 2008 July 10, 2008
  • July 11, 2008
electronic funds transfer eft webcast training faqs
Electronic Funds Transfer (EFT) Webcast Training FAQs
  • Q: Is this training mandatory?
  • A. No this training is not mandatory.
  • Q: If I am unable to attend the trainings are there materials that instruct me on how to

sign up for the service?

  • A: If you have already received your registration letter for the PaySpan service(EFT) that contains your Registration Code,

please review this PowerPoint presentation utilized for the training for further instructions.

  • Q: Is the training really two full hours?
  • A: No, the first hour is the presentation; the second hour is dedicated to Q &A.
  • Q: How do I register for the online training?
  • A: Please follow the link in your invitation: http://www.valueoptions.com/providers/Training.htm
    • Please select:
    • 1. Upcoming Forums
    • 2. Only your state – leave the additional drop down selections “ANY”
    • 3. Once you reach the registration login – If you have not previously registered for a provider forum, please select NEW USER and follow instructions. Your provider login information from ProviderConnect is not valid for this specific application.
  • Q: Who is the point of contact for EFT specific questions at ValueOptions?
  • A: Jackie Hanasik: Email: Jackie.Hanasik@valueoptions.com Phone: (757)459-5371
  • Q: Who is the point of contact for online registration specific questions at ValueOptions?
  • A: Natalie A. Solomon: Email: Natalie.Solomon@valueoptions.com Phone: (703)3902690
finance

FINANCE

CLAIMS DISBURSEMENTS

Jackie Hanasik, Claims Disbursement Manager

check run information
Check Run Information
  • Checks will be mailed from Florida.
  • EFT will be an option and the provider must sign up for this feature.
  • This is FREE to providers.
slide5
ELECTRONIC

FUNDS

TRANSFER

slide6

WELCOME!

Welcome to PaySpan Health, an enhanced payment and reconciliation solution.

This new solution will enable you to receive faster payments through electronic deposits with complete remittance details.

You will have numerous online capabilities to search claims and remittance details and produce custom reports.

slide7

General Features

• PaySpan provider site has an online security subsystem that allows you

to control each user’s access to specific customer applications, individual

reports and web site features.

• PaySpan provider site’s security control includes controlling access to the

following functions:

Managing accounts Reconciling payments

Viewing payments online Viewing account configuration

Administering user rights Accessing individual rights

• PaySpan provider site logs all user activity on the PaySpan provider site.

• PaySpan provider site provides Online Help on every screen.

• PaySpan provider site supports Internet Explorer 5.0 and above.

Providers will receive a Registration Enrollment Letter explaining the registration process. The letter provides the required Registration Code. Providers will need their Provider Identification Number (PIN) – this is your ValueOptions Pay to Vendor Number, Tax Identification Number (TIN), bank routing and account information found on a check to start the Provider Registration and access into the PaySpan system. NOTE: Do not pull this information from a deposit slip as your bank routing information is different than what is reported on the check.

slide8

Sample

your unique registration code:

xxxxxxxx

pay to vendor number

for eft registration only:

A123456

DEMO HEALTHCARE PARTNERS

4439 EASY ST

ANYTOWN, MA 12345

To Our Providers:

ValueOptions now offers Providers PaySpan Health - a solution that delivers Electronic Payments (EFTs), Remittance Advices (ERAs), and much more. FREE to (insert Payer Name here)

Providers, the solution enables online presentment of remittances, and straightforward reconciliation of payments to empower our Providers to reduce costs, speed secondary billings, and improve cash flow.

Convenient Payments

PaySpan Health gives you the option to receive payments according to preference: electronically direct to a bank account, or by

traditional paper check. You are also able to choose the method in which you receive remittance information:

  • Electronic remittance advices presented online and printed on location.
  • HIPAA 835 electronic remittance files for download directly to a HIPAA-compliant Practice Management or Patient Accounting System.
  • Provider Benefits
  • As a Provider, you can gain immediate benefits by signing up for PaySpan Health:
www payspanhealth com
www.payspanhealth.com

Log onto: www.payspanhealth.com

Select Secure

Registration

button.

Registration Code

Screen will appear.

PaySpan Health

Customer Service

Support Phone

Number.

877-331-7154

Hours 7AM – 9 PM

(EST) Monday -

Friday.

Download User

Guide – Help Menu

registration code screen
Registration Code Screen
  • Type in the Registration Code from the Registration Letter.
  • Select the OK button.
  • The Welcome page will appear.
  • Note – The person completing the process will become the administrator. Highest level of security full access.
welcome to payspan health log in screen
Welcome to PaySpan Health – Log in Screen
  • The PIN is issued by the Payor. Pay to Vendor Number.
  • Tin – Tax Identification Number.
  • Verify Name and Address in the top right hand corner. If this information is not correct notify ValueOptions.
  • Select the BEGIN button to start the registration process.
registration information step 1 of 3
Registration Information Step 1 of 3
  • Complete the required Registration Information fields which are marked with a red asterisk ( *).
  • The Email address will become your user name.
  • Passwords must be at least 8 characters and contain a capital letter and one number.
  • Select the Next button for Step 2 of 3.
pay to vendor number
Pay to Vendor Number
  • What is a pay to vendor number?
  • This is a vendor number issued by ValueOptions and indicates the mailing address for all your payments.
  • Can a provider have more than one pay to vendor number? Does each pay to vendor number need to be registered with PaySpan?
registration information step 2 of 3
Registration Information Step 2 of 3
  • Complete all required fields.
    • Account Name

Receiving Account

    • Account Description
    • Routing Number

From Check

    • Account Number
    • Verify Account Number

Account Type – Business Checking

Account System – General Healthcare

Download Format – 835

Click the NEXT button.

registration information step 3 of 3
Registration Information Step 3 of 3
  • Review the Registration Information
  • Click the EDIT button for any corrections.
  • Read the Service Agreement and then check the terms and conditions box to agree.
  • Select the Confirm button.
  • You have completed the process.
registration success
Registration Success
  • An email from PaySpan Health will be sent to the email address set up in Step one. This email confirms that the registration was setup successfully.
  • You will received an ACH deposit in your account within the next few days in a random amount from $.01 to $.99. This will come from Payformance Corporation. You do not have to return these funds. It’s a gift..
accessing and using payspan health
Accessing and Using PaySpan Health
  • Log onto: www.payspanhealth.com
  • Select the Secure Login button under Client Login.
  • The Sign-In screen will appear.
sign in screen
Sign-In Screen.
  • This is the screen that will display upon signing in after successful registration.
  • Enter the user name and password.
  • The user name should be the user’s email address.
  • User passwords are case-sensitive.
  • Select the Ok button.
  • The Home Page will appear.
home page
Home Page
  • The Home Page will appear (with Pending Accounts) as illustrated below when you access the website for the first time.
  • Note you will need to contact your bank to verify the deposit amount from Payformance.
  • To complete the verification process:
  • Select the Depository Account in the dropdown menu.
  • Indicate the Deposit Amount.
  • Select the Confirm button to finalize the verification process.
home no new payments
Home – No new payments
  • The following Home Page will appear once the receiving account is confirmed with no new payments.
  • If you have an additional Registration Code from a New Payer you can enter it on the right side of this screen in the Register New Registration Code box.
home page new payments
Home Page – New Payments
  • The following Home Page will appear the next time you log in when New Payments have been issued.
  • You will have the option to download these payments in an 835 format. So that you can auto post these payments.
new payment screen
New Payment Screen
  • To access this screen you will click on the new payments link.
  • There are two options available.
  • Viewing payment data.
  • Downloading payment data.
payment detail screen
Payment Detail Screen
  • The payment detail for selected item will display in an Adobe format.
  • Please note this is a sample Explanation of Payment.

Sample

pay span health tab features
Pay Span Health Tab Features
  • The following tab features can be accessed from the home page:
  • Payments
  • Administration
  • Preferences
  • Help
  • Logout
  • The Payments tab includes:
  • Account Management
  • Payor Management
  • Reconciliation History
  • The Reports tab includes:
  • Document Archive Search
  • Run a Report
  • The Administration tab includes:
  • User Administration
  • Security Administration
  • Email Users
  • Activity Log
  • The Preferences tab includes:
  • Edit Profile
  • Change Password
payspan health payments menu
PaySpan Health Payments Menu

Payments

  • You may use options from the Payments menu to manage your Receiving Accounts, PaySpan Health Payers, and view previous reconciliation downloads.
  • The options available from this menu pertain to your payments:
  • Account Management - PaySpan Health organizes your incoming payments into Receiving Accounts.  The Account Management section of the site contains information on each of the Receiving Accounts that have been set up to receive payments from registered Payers.
  • Payer Management - The Payer Management section of the site displays information on each of the PaySpan Health Payers that have been registered to send payments. This section is controlled by security access rights.
  • Reconciliation History - The Reconciliation History section of the site provides users with a list of all payments that have been confirmed from the PaySpan Health account and provides the ability to download past payments.
payspan health reports menu
PaySpan Health Reports Menu

Reports

  • Reports allow the user to view historical records of their documents.  Standard reports, such as the Payment Detail Report, are predefined and use a default set of fields when the template was initially created.
  • Some reports require criteria input for generation so that they can be tailored to your needs.  Once you enter the criteria if necessary, the report will be generated and displayed in a separate window.  You will then have the option to export the report in a number of different formats, including Excel and HTML for storage and printing from your local computer.

Document Archive

  • The Document Archive provides powerful searching and online viewing capabilities for all documents that have passed through the PaySpan Health system.  This includes all payments that have been downloaded for reconciliation on your behalf, as well as all documents that were only confirmed and viewed online. Performing a Document Archive Search allows you to quickly locate past documents for customer or employee support, or other administrative purposes.   
payspan health preferences menu
PaySpan Health Preferences Menu

Preferences

  • The options available from this menu pertain to your user account for the web site.

Edit Profile

  • The Edit Profile screen allows the user to modify their individual contact information.  Click on image to find more information about page elements.

Change Password

  • The Change Password screen allows the user to select a new password for accessing the site.
payspan health administration menu
PaySpan Health Administration Menu

Administration

  • PaySpan Health has a Security module that will allow the Administrator to precisely designate which users will have access to the appropriate menu items and features on the web site. Administrators have access to the User Administration and Security Administration sections described below to administer users and set security access rights to the PaySpan Health Payment Center features.
  • The Administrator may choose to restrict access to various features on the web site for process or security reasons.  For example, the Administrator may restrict access to the "Account Access" or the “Edit Receiving Account” functionality.
  • The Main Menu Bar will appear for all users.  For a menu item to work, the user must have the correct security access set by the group administrator.
payspan health user administration menu
PaySpan Health User Administration Menu

User Administration

  • Administrators have the ability to view, add, edit, and change passwords for registered users.  To add a new user, select the 'Add' button.  To edit a user, click on the User's full name. To view Inactive Users check the 'Show Inactive Users' check box.
payspan health activity log menu
PaySpan Health Activity Log Menu

Activity Log

  • The Activity Log screen allows the user view their past activity on the site.  Administrators will have access to the activity log entries of all users from their company, and may filter by user if desired.  Users who are not Administrators will only have access to log entries of their own activities.  The user has the option of filtering the activity detail by User and Date.
slide31
The Pay Span Health System provides:
  • One-stop shopping for multiple payors
  • An increase in cash flow
  • Control over multiple accounts
  • Less chance of fraud or lost checks