Click the thumbnails below to see full-size screenshots.

Creating and Submitting an Application

Log in with a provider account:

See a table of all existing enrollment applications:

Or view applications by a given status, like "Draft" applications. Click "Create New Enrollment" to start a new application:

First, select the provider type, in this example an "Audiologist":

Next, enter personal information:

Then enter license information, uploading a copy of any required licenses. Invalid inputs are flagged as errors that must be fixed before the user can proceed, like the date field shown here:

Next enter practice information:

Before submitting, review the application summary:

Finally, fill out the provider statement and submit the application:

The application will now appear with a "Pending" status. All audiologist providers are automatically assigned a risk level of "limited" (risk levels are based on provider type):

Creating and submitting an application for an organization is similar, but involves entering organization information and ownership information. Here are screenshots of these pages for a "Durable Medical Equipment" application:

When filling out an application, users can click the "?" links to see help modals explaining the information that the application requires:

Reviewing Applications as a Service Administrator

Upon logging in as a service administrator, you see a dashboard of the latest activity:

In the "enrollments" section are tables showing enrollment applications:

The applications can be filtered using various criteria and/or easily viewed by status: "Draft", "Pending", "Approved", and "Denied". Depending on an application's status, in the "Actions" column there are links for viewing, editing, exporting (as a PDF), adding notes, and reviewing it:

Clicking "review" for an application takes us to the application review page, where we can see the results of automated screenings by various external services. Currently these include the LEIE (List of Excluded Individuals and Entities) and the DMF (Death Master File). These screenings check whether providers are excluded or deceased. Additional screenings will be added in the future. Here we are reviewing an "Audiologist" application that failed the LEIE screening and there was an error with the DMF screening:

Clicking the "FAIL" result link brings up a page with more details about the failed LEIE screening, and clicking the "ERROR" result link shows more details about the error with the DMF screening:

Clicking the "Reject" button on the review page rejects this "Audiologist" application, and it then appears with a status of "Denied" in the enrollment tables:

Clicking "Review" for a "Durable Medical Equipment" application shows that it passed both the LEIE and DMF screenings. The "Verified" checkboxes are automatically checked for passing screenings:

Clicking the "PASS" result links brings up pages with more details about the successful screenings:

Clicking the "Approve" button on the review page approves this "Durable Medical Equipment" application and an email is sent to notify the provider:

The application then appears as "Approved" in the enrollment tables:

Adding Notes to an Application

A service administrator can add notes to an application that can be read by the provider who submitted the application and by other service administrators:

Resubmitting an Application to Renew an Existing Enrollment

Providers are required to periodically renew their existing enrollments. A provider can do this through the PSM by resubmitting an approved application. Providers simply edit the information in the approved application, making any changes or updates before resubmitting:

Viewing Screenings

The PSM provides an overview of all screenings that have been done, which can be used to check and then follow-up on the results of automatic monthly re-screenings (this feature is a work in progress):

Viewing Reports

The PSM produces various reports for service administrators:

All report data can be downloaded as CSV files. The "Applications by Reviewer" report lists all reviewed applications and who reviewed them, for a given date range:

Most reports present their data in both tables and in a visual graph. The "Draft Applications" report shows the number of draft applications created over time:

The "Time to Review" report shows average time (mean and median) between application submission and its approval or denial over time:

The "Provider Types" report summarizes the number of reviewed applications by provider type over time:

The "Reviewed Documents" report shows the number of licenses and similar documents reviewed over time:

The "Risk Levels" report shows the number of applications submitted at each risk level (limited, moderate, high) over time:

Creating and Editing Provider Types

Service administrators can view, edit, and add new provider types (this feature is a work in progress):

Customizing the Automatic Re-Screening Schedule

The PSM automatically re-screens approved applications on a monthly basis. A service administrator can view and edit the schedule for these automated re-screenings:

Creating and Editing Agreements and Addendums

Service administrators can view, edit, and add new agreements and addendums, the documents that contain legal terms and conditions that providers agree to when they submit an application:

A user help modal describes the difference between an agreement and an addendum:

Working with User Accounts as a System Administrator

The PSM has a "system administrator" role that has the ability to view, edit, create, delete, suspend, and reinstate user accounts:

These screenshots illustrate some of the features and common workflows of the PSM, but they are not exhaustive. We will add more screenshots to this page to illustrate other aspects of the PSM.

Get Started