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Setting Up Your Account and Getting Started with Availity For Aetna Better Health and Mercy Care providers

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Page 1: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Setting Up Your Account and Getting Started with AvailityFor Aetna Better Health and Mercy Care providers

Setting Up Your Account and Getting Started with AvailityFor Aetna Better Health and Mercy Care providers

Page 2: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

What we’ll cover

Availity IntroductionFinding Help and TrainingAvaility Customer SupportPayer Apps and ResourcesPayer Space

Account Setup – For AdminsAdd and maintain usersExpress Entry setupProvider Data ManagementReporting

Want more training?Availity offers free on-demand and live training in the Availity Learning Center (ALC). Log in and select Help & Training > Get Trained to search the ALC catalog.For trainings applicable to Aetna Better Health and Mercy Care just us keyword search “ABHMC” in the ALC.

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.2

Page 3: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Important Notes About Using Availity

When you use Availity Portal, results and data come from payer systems. Information can vary by payer, plan, product, member, your organization, user account permissions, etc.

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.3

Information and images were current at the time this presentation was developed. Screen images and demonstrations are from a demo environment containing pre-loaded generic, de-identified information. Information might also be redacted or blurred.

It is a violation of HIPAA regulations to share credentials to a system that contains PII/ PHI. Do not share an Availity user ID with others. Your organization’s Availity administrator sets up user IDs and assigns roles.

YOU SHOULD KNOW…Availity supports Google Chrome, Firefox ®, Microsoft Edge v79, and

Internet Explorer 11® .

Be sure to allow pop-ups from:

www.apps.availity.com,www.availity.com, or

any third-party websites accessed from the Availity Portal, such as a payer's website.

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Availity Portal

Secure

Compliant

Multi-payer

Availity Portal offers secure online access to multiple health plans, and the ability to manage business transactions through a single, easy-to-use website. Registering for the Portal also gives you options to set up EDI Gateway, batch, and FTP services (or transactions).

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.4

Page 5: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Sample List of Availity Services and Tools

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.5

+ Eligibility and benefits inquiry+ Patient cost estimator

+ Claim status + Claim reconsideration+ Add attachments

+ Authorization requests and inquiry+ Provider data management+ Payer spaces

+ Contact Us – Messaging+ Claim submission+ And more…

GET TRAINEDIn Availity Portal, click Help & Training > Get Trained to open the Availity Learning Center (ALC) in a new browser tab. Filter the ALC catalog by category to explore your options.

Page 6: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Eligibility & Benefits Inquiry © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.6

Page 7: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Claims & Payments menu© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.7

Page 8: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Authorizations and follow-up options© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.8

Page 9: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Authorizations & Referrals landing page© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.9

Page 10: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.

Page 11: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Tip:

Select Help & Training > Find Help to access help topics.

Page 12: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Availity Help

Page 13: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Tip:

Some topic ideas for new users• Administrator (for admins)• Getting Started• Glossary• Payer Tools• Troubleshooting

Page 14: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Crosswalk in Availity Help

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.14

1. Select Help & Training > Find Help.

2. Select Payer Tools.

3. Select the payer’s name: Aetna Medicaid.

4. Select the topic to review the crosswalk.

Page 15: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.15

Tip:

Select Help & Training > Get Trained to access free Availity Portal training demos and webinars.

Page 16: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.16

Tip: For training options applicable to Aetna Better Health and Mercy Care, search by keyword, “ABHMC”.

ALC Catalog

Page 17: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

ALC Catalog, continued© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.17

Page 18: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.18

Tip:

Select the View Course link to go to the course and enroll.

ALC Sessions tab

Page 19: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Menu options© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.19

Page 20: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.22

Sort SearchSwitch to list view Filter

ALC Forum, All Posts

Page 21: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Availity Client Services Call 1.800.AVAILITY (282.4548)

Monday-Friday 8:00 a.m. to 8:00 p.m. Eastern time

Page 22: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.25

Need to submit a support ticket?

You can open a new ticket on your My Account page or under Help & Training.

Need To Open A Support Ticket?

Page 23: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Aetna Better Health and Mercy Care’s Payer Space

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.

Page 24: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Tip for Arizona providers:

Select Mercy Care as the payer in your payer list.

Payer Spaces

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.28

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Page 27: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images
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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.31

Page 29: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Frequently asked questions

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.32

QCan I add payers to the payer drop down list?

ANo. All payers that are available for each app in your region will already be listed in the drop down.

QHow do I get access to additional tools or apps?

AContact an Availity user administrator for your organization. They can grant you access by editing your user roles.

QHow can I find the name(s) of our organization’s Availity user administrator(s)?

AIn Availity Portal, select your name in the top-right and then My Administrators.

Page 30: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

For Availity and Aetna Better Health / Mercy Care

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.33

Page 31: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

On-demand resources and trainingSelect Help & Training > Get Trained to open the Availity Learning Center (ALC).

ALC

ALC CatalogTraining demos

Availity Portal Onboarding – Training Program

My Account Dashboard - Online Course Payer Spaces Overview - Training Demo

ForumSuggested posts

Quick Tips for Getting Started with Availity Portal

Setting Up Your Web Browser for Availity Portal Success

Availity Keyword Search Helps to Save My Brain Cells

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.34

For training options applicable to Aetna Better Health and Mercy Care, use keyword search “ABHMC” in the ALC.

Page 32: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

Tips for Availity Administrators

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.35

Page 33: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

First Steps for the Administrator

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.36

Add User (Single or Bulk Upload)

My Account Dashboard > Add User

User and Transaction Reporting

Reporting

Set up for provider express entry

My Providers > Express Entry

Manage User Access (Change/Revoke)

My Account Dashboard > Maintain User

Manage Organization Information

My Account Dashboard > Manage My Organization

Additional enrollments

My Providers > Enrollments Center > Additional Enrollments

Page 34: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.37 Admin tasks on My Account Dashboard

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.38 Adding users

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.39 Roles and Permissions

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.40 Administrator Roles

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.41 Review and Submit new user

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.42 Admin tasks on My Account Dashboard

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.43 Maintain Users

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.44 Maintain Users

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.45 Set up provider in Express Entry

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.46 Manage Express Entry

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.47

Tip:

Select Edit to make necessary changes.

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.48 Access to PDM

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.49 Business Profiles

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.50

Demo link

Manage Business

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.51 Manage Practitioners

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.52

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.53 Accessing Reporting

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© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.55 Administrator Help

Page 53: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

On-demand resources and trainingSelect Help & Training > Get Trained to open the Availity Learning Center (ALC).

ALC

ALC CatalogTraining demos

Availity Portal Administrator Onboarding –Training Program

Register a New Organization from within Availity Portal - Training Demo

Using Availity Support Tools for Self-Service - Training Demo

ForumSuggested posts

Express Entry: What is it and How Does it Help Me?

Quick Access to the New User Guide What are Availity Roles and Why Do They

Matter? Find Out More in This Post!

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.56

For training options applicable to Aetna Better Health and Mercy Care, use keyword search “ABHMC” in the ALC.

Page 54: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

For Availity and Aetna Better Health / Mercy Care

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.57

Page 55: For AMA Review - Setting Up Your Account and Getting Started · © 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute. Information and images

For Availity customer support, contact 1.800.282.4548, or select Help & Training > My Support Tickets. For more training, select Help & Training > Get Trained. The Availity Learning Center (ALC) opens in a new browser tab.

© 2021 Availity, LLC. All rights reserved. Confidential and proprietary—do not distribute.58