This is done through the Enrollment Details page.
You can generate a ‘New Application’ if there are no missing requirements and the status of the enrollment says ‘Pending Initial Review’.
Five Step Workflow: For PDF Applications
States
Step 1: Initial Review
This step is for you to review the initial copy of the application and assign it to the provider for their review.
Clicking on ‘Open & Upload’ form will open the PDF application form.
You can fill the application on the provider's behalf.
After your initial review, you can assign the form to the provider for their review and for them to fill it and send you a signed copy back.
Click on ‘Assign to provider’ to notify the provider. While assigning a form to the provider, you can add a note for the provider to give them any specific instructions if you need. This will send an alert to them on the provider portal dashboard.
PDF Application Form
- Click on “Open & Update Form”
- PDF document will open.
- Fill the editable fields.
- Click on the “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.)
You can fill the form in multiple sittings as long as your previous edits were saved by clicking on the “Save to ConCred” button.
- Click on the ‘Back’ button to go back to the Enrollment Details page.
If you click on the browser’s back button it will take you to your dashboard.
- You can download or print the PDF when you are on the form-
It is strongly recommended that you fill the form within ConCred and not fill it after you download it on your computer. Information added on the downloaded copy will not be saved in ConCred.
Form should be ideally only downloaded/printed if signature is needed on it.
Your own PDF Application Form
If you do not wish to use system generated PDF form then you can discard steps mentioned above and instead simply attach you own PDF form when you click on ‘Assign to provider’.
Step 2: Provider Review
This step is for providers to fill the application assigned to them and send you a signed copy back.
When you are on this step, you can “Un-assign from provider” and move the application back to ‘initial review’ or you can wait for the provider to fill the form and send it to you for final review. Or in rare cases you can skip provider review by clicking on “Submit for final review” instead of waiting for providers to do so.
If you submit the application for final review on the provider's behalf then you will have to attach a signed copy of the form too.
Step 3: Final Review
This step is for you to review the application submitted by the provider.
At this stage the application file will no longer be an editable PDF file (if you used system generated form), it will be a (scanned) document which the provider has sent to you as an attachment for final review.
If the provider has left any note for you while sending the document, you will see that note first on click of ‘View Form’ and on clicking on ‘Proceed’ you will see the attached document.
On this step you can either go ahead and submit the document to the payor or assign it back to the provider for any changes and request a revised copy back.
You can submit an application to the payor via email from ConCred, where you can add the sender's email, subject and body of the email and attach the final form. You will also see check boxes to attach scanned copies of compliance items which are available in the system.
If you are mailing (or sending a fax) the application to the provider or sending a fax then you should still log it in the system so that the date of submission of the application is tracked.
Note: These emails are sent to the recipients from noreply@automail.humanebits.com
Contact your system support team if you need to configure your organization’s email ID here, so that recipients receive email from your email ID.
Step 4: Submitted
This step signifies that you have submitted an application to the payor and you are waiting for them to send an approval.
Once the approval is received, you can add that to the system which will mark the provider “In Network”.
If you have to send any follow-ups to the payor, it is recommended that you send them from ConCred so that your email is logged in the system. Alternatively, if you receive any email from the payor in your inbox then you should add it here as a note, for record keeping.
Note: These emails are sent to the recipients from noreply@automail.humanebits.com
Contact your system support team if you need to configure your organization’s email ID here, so that recipients receive email from your email ID.
Step 5: In Network
At this point, the provider is ‘In Network’ and you can ‘Close’ the workflow now. All your activities will stay in the timeline even after you close the workflow.
* At any given time, you can have more than one workflow open under any enrollment which signifies that you are working on more than one enrollment application for this payor for the respective provider (perhaps for different locations).
Five Step Workflow: For online Applications
States
Step 1: Initial Review
Clicking on ‘Open & Upload Form’ will show you the URL of the online application form.
If there is a provision on the payor’s website to prefill the form, you can do that on the provider's behalf and then assign the form to the provider.
At this step, you can assign a task of online application form submission to the provider. Click on the ‘Assign to provider’ to notify the provider. While assigning a form to the provider, you can add a note for the provider to give them any specific instructions if you need. This will send an alert to them on the provider portal dashboard.
Step 2: Provider Review
This step is for providers to fill the application assigned to them and notify you once the form is submitted.
When you are on this step, you can “Un-assign from provider” and move the application back to ‘initial review’ or you can wait for the provider to fill the form and notify you when they have submitted the form online. Or in rare cases you can fill the online form on provider’s behalf and skip provider review by clicking on “Submit for final review” instead of waiting for providers to do so.
If you submit the application for final review on provider’s behalf then you will have to attach a proof of submission of online form (a reference number or similar) along with the submit date.
Step 3: Final Review
This step is for you to review the application submitted by the provider by logging into payor’s portal (if applicable). Or proceed with further notifications to the provider (if applicable). If online form submission was the final step then you have to simply mark this step as complete by logging the date of submission in the system.
An option to assign the application form back to the provider is still available at this stage in case you see any discrepancies and want the provider to fix it.
Step 4: Submitted
This step signifies that enrollment application is submitted to the payor and you are waiting for them to send an approval.
Once the approval is received, you can add that to the system which will mark the provider “In Network”.
If you have to send any follow-ups to the provider, it is recommended that you send them from ConCred so that your email is logged in the system. If you receive any email from the provider in your inbox then you should add it here as a note, for record keeping.
Note: These emails are sent to the recipients from noreply@automail.humanebits.com
Contact your system support team if you need to configure your organization’s email ID here, so that recipients receive email from your email ID.
Step 5: In Network
At this point the provider is ‘In Network’ and you can ‘Close’ the workflow now. All your activities will stay in the timeline even after you close the workflow.
* At any given time, you can have more than one workflow open under any enrollment which signifies that you are working on more than one enrollment application for this payor for the respective provider (perhaps for different locations).
Three Step Workflow
In the three-step workflow you skip ‘Provider Review’ and ‘Final Review’ steps. You fill and submit the form entirely on the provider's behalf without their involvement through the portal.
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