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Enrollments (Motivity Practice Management)

Overview of the Enrollments page for providers including enrollment workflow and application forms.

This article applies to Motivity Practice Management. It explains the Enrollments page, enrollment statuses and how to complete an enrollment application.

This page lists all the Enrollments (in all statuses).

The Enrollments page in Motivity Practice Management, listing enrollments in all statuses.

To get a provider Enrolled in a Funding Source- you must FIRST go to Providers- (choose provider)- Enrollments and then Add More at the top right of the page.

The Add More button on a provider's Enrollments page in Motivity Practice Management.

Admin typically request Enrollments for providers based on the payors they are required to work with, which is driven by their service locations.

Enrollment Details

Clicking on the 'pencil icon' on Payor on Enrollment page will take you to the Enrollment Details page.

The pencil icon on a payor in Motivity Practice Management, which opens Enrollment Details.

On the Enrollment Details page, you can review the status of your Enrollment for each service location within the selected payor.

Enrollment Workflow

The enrollment workflow statuses in Motivity Practice Management.

Provider Review

Application is in 'Provider Review' state when it is assigned to a provider to complete & sign and send it back to credentialing team or when credentialing team wants the provider to fill an application online.

An enrollment in Provider Review status in Motivity Practice Management, with the Open and Update Form button.


Clicking in the 'Open and Update form" button will take you to the respective Enrollment application for the funder.

System generated PDF Application Form

  1. Click on "Open and Update Form"

    The Open and Update Form button in Motivity Practice Management.

  2. PDF document will open.

  3. Fill the editable fields.

  4. Click on "Save to ConCred" button on the PDFs. (It is important to keep saving your form so that you do not lose the information you have added.
    ​

    The Save to ConCred button in the Motivity Practice Management application PDF.

  5. You can fill the form in multiple sittings as long as your previous edits were saved by clicking on "Save to ConCred" button.

  6. Click on the 'Back' button to go back to the Enrollment Details page.

    The Back button on the application PDF in Motivity Practice Management.

    If you click on the browser's back button it will take you to your dashboard.

  7. Once you have filled the form completely and you are ready to download/print it to apply signature.

  8. Open the PDF

  9. Click on download to provide e-signature. This option is available on top right corner of the screen which comes up on hover.

    The download option for adding an e-signature to the PDF in Motivity Practice Management.

  10. Or click on the print button to provide an ink signature. This option is available on the top right corner of the screen which comes up on hover.

    The print option for adding an ink signature to the PDF in Motivity Practice Management.

  11. Except for signatures, DO NOT add any other information in your downloaded copy because that information will not be saved in ConCred in case you need to use your filled copy.

  12. Once you have a signed copy of your document. Click on 'Submit for final review'

  13. Attach your signed copy of the document.

  14. Add any note for the credentialing department if you need to.

  15. Click on 'confirm' to send the application to the Credentialing department.

  16. Once the application is sent to the credentialing department for final review if cannot be edited.

  17. Status of your application will be changed to 'Final Review'. If the Credentialing department needs any correction in the application, they will assign it back to you with comments. Or they will submit it to the payor after the final review. You can track the status in your workflow.

Online Application Form

  1. You will not see the "Open and Update Form"

  2. You will be directed to Payor's online application form page.

  3. Fill the form and submit it.

    A payor's online application form, reached from Motivity Practice Management.

  4. Once you have filled the online form, notify the credentialing department about form submission by clicking on the ''Submit for final review', so that the credentialing department can proceed with further steps if any.

While submitting an application for final review- provide the reference number you might have received after online application completion.

  1. Click on 'confirm' to send the application to the Credentialing department.

  2. Status of your application will be changed to 'Final Review'.

  3. If there are no further steps then the credentialing department will mark it as 'submitted'.

You can track the status in your workflow.

Manually attached Application Form

  1. Click on the "Open Form"

  2. Read the note added by admin (if any) and download the attached file.

  3. Fill the application form downloaded on your computer.

  4. Once you have a signed copy of your document. Click on 'Submit for final review'

    The Submit for final review button in Motivity Practice Management.

  5. Attach your signed copy of the document.

  6. Add any note for the credentialing department if you need to.

  7. Click on 'confirm' to send the application to the Credentialing department.

  8. Once the application is sent to the credentialing department for final review if cannot be edited.

  9. Status of your application will be changed to 'Final Review'. If the Credentialing department needs any correction in the application, they will assign it back to you with comments. Or they will submit it to the payor after the final review. You can track the status in your workflow.

Note

You can send a note to the credentialing department about any Enrollment at any time. These notes are payor specific.

Click on the 'Notes' icon () on the top right corner to send a note.

All the added notes by you and the replies sent to you by the credentialing department can be accessed any time at the bottom of the Enrollment details page for the respective payor.

Enrollments: Service Locations

Payors are required to be informed about all the service locations where the enrolled provider works. Hence if you are going to work at a new location, the credentialing team has to inform the payor.

Grace Period

For some enrollments, your enrollment application can be submitted without having certain compliance items, however you are required to get those valid compliances within a certain time frame after enrollment. This timeframe is referred to as 'grace period' in the system.

The grace period starts from the effective date of the enrollment. An alert will be shown on the dashboard when the grace period starts and another alert when the grace period is over. Along with the dashboard, you will see an alert icon on your enrollment tile.

The grace period alert icon on an enrollment tile in Motivity Practice Management.

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