ProviderTrust Training Resource Outline

This outline covers our Passport support articles in one summary reference page to guide you and your team post-implementation. 

Lesson One: Getting Started! 

• Login to Passport
• Types of Communication Coming from Passport
  • Please inform us of any additional users who should receive system notifications! 

• I need help!
  • How to Contact Support for Help

• Webinars 
• Exclusion Source web links 
• Additional Guides 
• Username Help - You might need your main admin’s assistance. 
• Login Help 

Lesson Two: Passport Dashboard 

• ProviderTrust Score: Red and Yellow Alerts 
• What is a Blue Pending Alert ?
• How to run a Dashboard Summary Report 

Lesson Three: Organization Management

• User Management
  • Add a New User
  • Add Multiple Users 
  • Delete Users
  • How To: Export a Report of All Users
  • How To: Update User Account Information

• Facility Management
  • Add a Facility 
  • Facility ID 
  • Adding a Facility to the Corporate Dashboard 
  • Adding a Unit

Lesson Four: Provider Tab

We recommend choosing one consistent workflow for adding and deleting users 

• Adding a Provider Manually or Uploading a Provider File 

• Deleting Users 

OR 

• Discipline Mapping Manually / Discipline Mapping File (recommended) 
• How to Create a Report with All Providers? 

Lesson Five: Clients with License Verification Package Only / Clients without License Verification Package Skip to Lesson Six

• Schedule Expiration Reports
• Cautions/Expires Tab Recommended Filters: Status: Expired/Expiring, Expires Within:  Specify the time period 

• Notifications of Expiring Credentials Sent to Providers:  60, 30, 15, 7 days before expiration, day before/day of expiration, expired (daily up to 60 days) 
  • How To: Export All Missing Credentials 

•  
• How to: Request Job Requirement Updates
  • Request a Requirement Change
  • Export List of Requirements 
    • Please contact support@providertrust.com for an export list of requirements
      
• License Alerts 
  • View Verified Source 
  • How To: Export Historical License Verifications 
    
    
• Adding Credentials 
  • Credential File (recommended) 
  • Add Credentials Manually 

• How to Edit a License or Certificate 

Lesson Six: The Basics of Monitor Alerts 

• Types of Monitor Alerts
• Schedule Report for a reminder of daily alert review
  Recommended Filters from the monitor tab: results status set to red/yellow, progress status to needs review, and updated within 1 or 7 days
  
  
• How to: Review Alerts 
  • Review Screenshot of Primary Source
  • How to Make Notes 
  • Update Progress Status 
•  

Lesson Seven: Downloading Reports 

• Audit Specific: Single Provider Compliance Report, Exclusion Attestation Summary, Provider CMS Audit Report 

Lesson Eight: Files

• Integration Files / How to Upload Files 
• File Failures 
• Common File Errors and Solves
• File automation through SFTP
  • How To Send a Secure File to ProviderTrust Please refrain from emailing private personal information (SSN’s and DOB’s). 

Lesson Nine: Customization

• How to: Customize Visible Fields in Providers, Cautions, Monitor Tabs