CMS Net Web PEDI User Guide

1 Department of Health Care Services Children's Medical Services Network cms net Web PEDI user Guide Revised 7/10/2014. cms net Web - PEDI user Guide TABLE OF CONTENTS. 1 List of 4. 2 Definitions, Abbreviations, & Acronyms .. 5. 3 Introduction .. 6. Objectives .. 6. Who has access? .. 6. cms net PEDI Availability .. 6. Security Restrictions .. 6. Help Desk Assistance .. 7. 4 Logging on the cms net PEDI .. 8. user ID .. 8. Password .. 8. Navigation Buttons .. 9. 5 Reset Password .. 10. To reset your password: .. 10. Navigation Buttons .. 11. Navigation Buttons .. 12. 6 cms net PEDI Welcome Page .. 13. 7 Search - Client Page .. 14. Navigation Buttons .. 15. 8 Client Listing Page .. 16. Client Listing Page .. 16. Navigation Buttons .. 17. 9 Search Results List of SARs .. 18. Client Information Header .. 18. Selecting a SAR .. 19. Navigation Buttons .. 20. 10 View/Print 21. Navigation Buttons.

2 21. 11 Search Results List of Case Management Letters .. 22. Navigation Buttons .. 22. List of Figures 2 of 42 7/10/2014. cms net Web - PEDI user Guide 12 View/Print Case Management NOA/Letters .. 23. 13 Reports .. 25. HF/MCP Client 26. Navigation Buttons .. 27. Daily Activity Report SAR .. 28. Navigation Buttons .. 28. Daily Activity Report Case Management .. 30. Navigation Buttons .. 30. Export SAF Report .. 32. Children's Medical Services - Service Authorization File layout .. 32. Navigation Buttons .. 33. Referral Report .. 34. Navigation Buttons .. 35. Search Letters .. 35. Run Report .. 35. 14 36. Navigation Buttons .. 37. 15 My Profile - Change Password .. 38. Navigation Buttons .. 39. 16 My Profile user Profile .. 40. Navigation Buttons .. 40. 17 Contact Us .. 41. 18 Manual .. 42. List of Figures 3 of 42 7/10/2014. cms net Web - PEDI user Guide 1 LIST OF FIGURES. Figure 4-1 - PEDI Login Screen.

3 8. Figure 5-1 - PEDI 10. Figure 5-2 - Reset Password .. 10. Figure 5-3 - Choose New 11. Figure 6-1 - PEDI Welcome Page .. 13. Figure 7-1 - Search - Client Page .. 14. Figure 8-1 - Client Listing Page .. 16. Figure 9-1 - Client Information Header .. 18. Figure 10-1 - Print SAR .. 21. Figure 11-1 - Search Results - List of Letters .. 22. Figure 12-1 - Print Case Management Letters .. 23. Figure 13-1 - PEDI Reports .. 25. Figure 13-2 - HF/MCP Client 26. Figure 13-3 - HF/MCP Report .. 27. Figure 13-4 - Daily Activity Report - SAR .. 28. Figure 13-5 - Daily Activity Report - SAR Listing .. 28. Figure 13-6 - Daily Activity Report - Case Management .. 30. Figure 13-7 - Daily Activity Report - Case Management Listing .. 31. Figure 13-8 - Export SAF Report .. 32. Figure 13-9 - Referral Report .. 34. Figure 13-10 - Search Letters .. 35. Figure 13-11 - Run Report .. 35. Figure 14-1 - Print.

4 36. Figure 15-1 - Change Password .. 38. Figure 16-1 - My Profile .. 40. Figure 17-1 - Contact Us .. 41. Figure 18-1 - Manual .. 42. List of Figures 4 of 42 7/10/2014. cms net Web - PEDI user Guide 2 DEFINITIONS, ABBREVIATIONS, & ACRONYMS. The following terms, abbreviations, and acronyms may be used in this document: Term Definition CCS California Children's Services CIN Client Identification Number CMS Children's Medical Services cms net CMS Case Management System cms net Legacy CMS Case Management System Legacy Application cms net Web CMS Case Management System Web Application DHCS Department of Health Care Services GHPP Genetically Handicapped Persons Program HCP or HP Health Care Plan HFP or HF Healthy Families Plan HRIF High Risk Infant Follow-up ICD Int'l Classification of Diseases (Diagnosis/Procedure Code). Inappropriate Letter A letter sent to the Provider/Managed Care Plan/HF informing them the referral is incomplete, inaccurate or needs more clarification.

5 MCP Managed Care Plan Medical Home Client's designated primary care physician and/or the physician who provides a medical home. MEDS Medi-Cal Eligibility Data System MTP Medical Therapy Program MTU Medical Therapy Unit NICU Neonatal Intensive Care Unit PEDI Provider Electronic Data Interchange NPI National Provider Identifier PMF Provider Master File (Medi-Cal Provider list). PSSN Pseudo Social Security Number Referral Type Case or Service Requestor Any referral source other than a provider listed in the PMF. (Non-PMF provider). SAR Service Authorization Request SCC Special Care Center SSN Social Security Number Definitions, Abbreviations, & 5 of 42 7/10/2014. Acronyms cms net Web - PEDI user Guide 3 INTRODUCTION. Children's Medical Services Network ( cms net ) Provider Electronic Data Interchange (PEDI), hereafter known as cms net PEDI is an on-line interface for approved Providers, Hospitals and Managed Care Plans to search for California Children Services (CCS) and Genetically Handicapped Persons Program (GHPP) Service Authorization Requests (SARs).

6 SARs for all counties in the State of California are included. The cms net PEDI is accessed via a secure Department of Health Care Services (DHCS). website, and encompasses security measures for access. Objectives Objectives cms net PEDI will allow you to: Determine if the CCS Independent County, Regional Office or GHPP has entered your Request for Service. Determine the status of your Request for Service ( authorized, denied, modified, extended or cancelled). Print copies of SAR's, Notices of Action, or Denial letters. Search CCS and GHPP Client Eligibility and generate various Activity and Client Reports. Who has access? Only Providers, Hospitals, Healthy Families or Managed Care Plans that have signed the Security Agreement and Oath of Confidentiality and have been approved by the State Department of Health Care Services, Systems of Care Division. Each facility will be established as a unique Domain Provider when approved.

7 cms net PEDI Availability cms net EDI is available to authorized users between the hours of 6:00 8:00. (7 days a week), excluding system update time frames. Security Restrictions Each person that accesses cms net PEDI must have a unique user ID and password assigned by the Systems of Care Division. Each person that accesses the cms net PEDI, in addition to individual activities performed on each patient record, are logged and tracked for audit purposes. Introduction 6 of 42 7/10/2014. cms net Web - PEDI user Guide Help Desk Assistance The cms net Help Desk is available for assistance, Monday Friday 7:00am to 5:00pm By telephone: 866-685-8449 (Toll Free). By e-mail: You may also click on the Contact Us link on the cms net PEDI website. Introduction 7 of 42 7/10/2014. cms net Web - PEDI user Guide 4 LOGGING ON THE cms net PEDI. Logging on to the cms net EDI application begins by accessing the internet on your personal computer.

8 Internet Explorer V8+ is the suggested browser. The cms net PEDI is located at the secure website: Figure 4-1 - PEDI Login Screen user ID. Type in the unique user ID as assigned. Tab down or click the Password Field. Password Type in the Password. (Please note your password will expire every 90 days, if you fail to change it you must contact the cms net help desk to have it reset). Password rules: Password should be exactly 8 characters in length o Password is case sensitive and must contain Logging on the cms net PEDI 8 of 42 7/10/2014. cms net Web - PEDI user Guide o At least one alphabetic uppercase letter (A - Z) OR. o one of the national characters (#, @, $). o At least one alphabetic lowercase letter (a-z). o At least one number (0-9). Four consecutive characters from any part of your login as (username), first name, last name or middle name may not be used in your password.

9 Navigation Buttons Submit Click on Submit button to execute, or click on Clear to clear the fields and reenter the user ID and password. Clear Click on Clear button to clear user entered data. Reset Password Click on Reset Password to reset your password using your secret questions and answer combination. Please see Reset Password for more details. Logging on the cms net PEDI 9 of 42 7/10/2014. cms net Web - PEDI user Guide 5 RESET PASSWORD. If you don't remember your password, you can reset it yourself if you have set up a Secret Question and Answer on your profile. Note: If you have not yet supplied a Secret Question and Answer, you will not be able to reset your password using this feature until you have done so. In this case, a message will appear instructing you to call the helpdesk. Figure 5-1 - PEDI Login To reset your password: 1. One the login screen, enter your user ID.

10 2. Click Reset Password. You will see the following popup: Figure 5-2 - Reset Password Reset Password 10 of 42 7/10/2014. cms net Web - PEDI user Guide 3. Enter the Answer that you set on your profile. Navigation Buttons Close Click on Close button to close popup window. Submit Click on Submit button to reset password. Reset Click on Reset button to clear user entered data. 4. Click Submit. You will see the following screen: Figure 5-3 - Choose New Password 5. Enter a new password in the New Password field. 6. Enter the new password in the Confirm New Password field. 7. You may change you Secret Question and Answer if you wish to do so. Reset Password 11 of 42 7/10/2014. cms net Web - PEDI user Guide Navigation Buttons Submit Click on Submit button to reset password. Clear Click on Reset button to clear user entered data. Reset Password 12 of 42 7/10/2014. cms net Web - PEDI user Guide 6 cms net PEDI WELCOME PAGE.