presented by: sheena joslyn assistant to the associate superintendent for finance-mr. seale...

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eSHARS Training Teachers, Educational Assistants, & Behavior Intervention Specialists Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting Services (HISD) WEBSITE: eSHARS.com

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Page 1: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

eSHARS TrainingTeachers, Educational Assistants,

& Behavior Intervention Specialists

Presented by: Sheena JoslynAssistant to the Associate Superintendent for Finance-Mr. Seale

SHARS/Medicaid Specialist

Vendor: Medicaid Finance and Consulting Services (HISD)WEBSITE: eSHARS.com

Page 2: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Agenda Items

Booklet Pages Information similar to prior years books

Logging in How, when & what to bill Screen Shots New features

Any new/updated information is in red

Page 3: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Pertinent PagesRelevant to the 2011-2012 Booklet

Page 1 Students you bill in eSHARS

Page 3 Policy

Page 16 What is a PCS

Page 17-20 Billable Time IEP Documentation & Skilled Nursing

Page 50 Reminders

Page 4: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Logging In UserID = email address Password

Last year’s or default 5 Tabs

Birdville = Live data Training = Fake data

Communication Bill in eSHARS if:

Student(s) is/are Medicaid Eligible

ARD/IEP documents your billable service (new PCS Supplement)

1. Add a Visit from Scratch2. Review Pending

Approval of Visits• ONLY supervisors see

3. View your Visit History4. View Student Info.5. View Student Logs6. View My Caseload7. View My Appeal List

Page 5: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

SAF ProcessSignature Authorization Form

Implemented 2011-2012 Once a year, on first login requirement After login (see slides 8-10):

Ensure all data is correct for your profile Type in, exactly as it appears, your name to the

“sign here” text box at bottom Click “View SA Form” Print it, sign and date it, fax it to Houston

ALL original forms come to Sheena Joslyn in the administration building

Page 6: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting
Page 7: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting
Page 8: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

PRINT, SIGN, FAX, and SEND ORIGINAL TO SHEENA JOSLYN

Page 9: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Login

Email Houston if you forgot your password

Page 10: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-After Login

Page 11: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Birdville/ Training Tab

Page 12: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Visit Tab

1. Caseload

2. Service

3. What would you like to do

Page 13: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Building Your CaseloadImportant to follow these steps!

“View My Caseload” (blue box) Allows you to add students to caseload

Place checkmark next to students you need in your caseload Click “Add”

Pages of students, scroll to bottom Removing a student (On right-side of screen)

Place a checkmark next to their name and click “Remove”

Click “close” or click the “Visit” tab

Page 14: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-View My Caseload

Page 15: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Left Side = Medicaid eligible students @ your assigned campus(es)

Right Side = The billable students you see and bill for

Expands

Page 16: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Added Students

Page 17: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

1. Add A Visit From ScratchPage 17 of Booklet

Highlight student Personal Care Service “Add a Visit From

Scratch” (3rd box) Select location, date,

and service Choose:

All Day Individual All Day Group Single Individual Combination Day

Input time no service was provided

Input visit start and end time

Place a checkmark next to the Personal Care Activity

“Create” Options

Save Close Copy Delete

Page 18: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Selections

Source: MFCS, a division of the Houston Independent School District

Page 19: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Add a Visit From Scratch

WARNING: 10hr billing max/day. Scenario: One of my students, who is in the e-shars system, is going to 5th grade camp overnight for 3 days-March 2nd, 3rd, and 4th. I am sending an educational assistant with the student.  How do I enter this information into e-shars next week for that student?A: Example:  Camp day starts @ 8:00 and ends @ ends @ 7:00, you will only bill up to 6:00 due to the 10hr max billing cap.

Page 20: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting
Page 21: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-ARD Date

Page 22: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-All Day Individual

Page 23: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-All Day Individual cont’d

Page 24: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-All Day Individual cont’d

Make a selection

Page 25: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

What Happens When I copy?

Click the date(s) you wish to copy to Cannot copy to future dates If you click the wrong date, select it from right

side and click “remove.” You do NOT have to change the billing status anymore

Page 26: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

What happens when I select “Copy?”

Click “Next”

Page 27: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Single Individual

Page 28: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Single Individual cont’d

Page 29: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Single Individual cont’d

Make a selection

Page 30: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-All Day Group

Page 31: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Combination Day (2 Screens)

Page 32: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Combination Day (2nd Screen)

Page 33: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Website Example-Combination Day cont’d

Page 34: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

3. View Your Visit History

Highlight Student from caseload To see all visits, SKIP to next bullet

“View Your Visit History” (3rd box) Copied visits: “open” visits and edit them Also delete any billed visits

EXCEPTION: If the billing status reads “Bill Process Completed, Bill File Created” = Email Sheena Joslyn

Page 35: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting
Page 36: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Shows you what step in the process any appealed visits are.

Page 37: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

4. View Student Information

Tabs are: Visit History Log (OPTIONAL feature) ARD History Medicaid History Campus History

Visit History (Delete visits and Open)*ALERT: If not ready to bill, put into Completed-DO NOT BILL Status

Log ARD History (Modify and/or Add an ARD)

*CAUTION: There may be services already present that need to stay within the active ARD

*The ARD date can overlap the most recent ARD, but cannot overlap an existing Visit

Page 38: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Teachers and EA’sTo check EA input

View EA data input Via “View Student

Information”

No edit capability “Open” to view Either print or jot down

edits for EA Protect data validity

Page 39: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting
Page 40: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

ARD Scenarios

A. Johnny’s ARD was scheduled for March 1st, but was held on March 16th

A. You will NOT have any visits billed from March 1-March 15

B. You will “Add an ARD” to read March 16th ending March 16 of the next year

B. Lula’s ARD was scheduled for April 6th, but was held on March 31st

A. You will “Edit” existing ARD to end on March 30th

B. You will “Add an ARD” to read March 31st ending March 31 of the next year

Page 41: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting
Page 42: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting
Page 43: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Note: The previous ARD end date is one day prior to my current ARD Date

Page 44: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Reminders

Communication via phone or BISD email Add students via Sheena Joslyn “Help” online Parental consent Setup a billing schedule

No more than 2 weeks Example, see students M-F and bill on Monday

Make sure student has ARD/IEP New PCS Supplement Form (Available Online)

Page 45: Presented by: Sheena Joslyn Assistant to the Associate Superintendent for Finance-Mr. Seale SHARS/Medicaid Specialist Vendor: Medicaid Finance and Consulting

Contacts

Sheena Joslyn (817) 547-5735 [email protected]

Training presentations, forms, updates… MAC/SHARS Website

Houston ISD (800) 381-6334 [email protected]