Enrollment Dashboard
Payer Enrollments
Track all of your enrollments from a single screen. Plus, know who’s enrolled and when they expire.
Track all of your enrollments from a single screen. Plus, know who’s enrolled and when they expire.
What are Enrollment applications?
Enrollment applications refer to the process of requesting a Provider to be enrolled with a particular Insurance/Payor.
How to add an Enrollment to a provider?
Enrollment applications can be created for your providers from 2 different screens:
From Provider Profile:
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Provider Profile
Step 4: Select the Provider
Step 5: Select the Enrollments tab
Step 6: Select + Create enrollment
Step 7: Select the Location that is associated with the desired Enrollment to be added
Step 8: Select the Insurance to be added, you will see the Insurance is highlighted once selected.
Step 9: Select Continue
From Credentialing Admin Dashboard:
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Admin Dashboard
Step 4: Select + New Enrollments
Step 6: Select the Location that is associated with the desired Enrollment to be added
Step 7: Select the Insurance to be added, you will see the Insurance is highlighted once selected.
Step 8: Select the Providers, the providers selected must have configured the selected Location to have the enrollment application created.
Step 8: Select Continue
Note: If an Insurance is not available please ensure that the Insurance has been configured to the Location.
How to add an Insurance that does not appear on the existing listing?
If the required Insurance does not exist please contact support@medtrainer.com.
How to modify Enrollment status or Workflow state?
Enrollment applications can be modified from 2 different screens:
From Provider Profile:
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Provider Profile
Step 4: Select the Provider
Step 5: Select the Enrollments tab
Step 6: Select the Enrollment application that is desired for modification
Step 7: Select View detail
Step 8: Select the desired Status and/or Workflow state from its corresponding drop-down menu
Step 9: Configure the transition modal with its mandatory fields
Step 10: Select Save
From the Enrollment applications table:
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Enrollments
Step 4: Search for the Enrollment application that is desired for modification
Step 5: Select the desired Status and/or Workflow state from its corresponding drop-down menu
Step 6: Configure the transition modal with its mandatory fields
Step 7: Select Save
For additional information on the Enrollment status or Workflow states, see the user guide.
Note: If the required document does not exist please contact support@medtrainer.com.
How to log different Enrollment dates?
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Provider Profile
Step 4: Select the Provider
Step 5: Select the Enrollments tab
Step 6: Select the Enrollment application that is desired for modification
Step 7: Select View detail
Step 8: Enter the desired Dates within the various available date fields
How to create an Enrollment related note?
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Provider Profile
Step 4: Select the Provider
Step 5: Select the Enrollments tab
Step 6: Select the Enrollment application that is desired for modification
Step 7: Select View detail
Step 8: Select the Notes tab
Step 9: Select + Add note button
Step 10: Input all desired/required information
Step 11: Select Save
Additionally, whenever an enrollment application's Status or Workflow state is modified, the system allows to enter a user note.
How to create an Enrollment related task?
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Provider Profile
Step 4: Select the Provider
Step 5: Select the Enrollments tab
Step 6: Select the Enrollment application that is desired for modification
Step 7: Select View detail
Step 8: Select the Tasks tab
Step 7: Select Add Task button
Step 8: Input all desired/required information
Step 9: Select Save
How to add an Enrollment related document?
Step 1: Log in at MedTrainer
Step 2: Select MT Credentialing
Step 3: Select Provider Profile
Step 4: Select the Provider
Step 5: Select the Enrollments tab
Step 6: Select the Enrollment application that is desired for modification
Step 7: Select View detail
Step 8: Select the Enrollment Document tab
Step 9: Select Add Document button
Step 10: Input all desired/required information
Step 11: Select Upload