Agent training and certification is here! Regence … · Agent training and certification is here! Regence Medicare Advantage PPO Plans and Regence Medicare Script PDP Plans Complete

Agent training and certification is here!Regence Medicare Advantage PPO Plans andRegence Medicare Advantage PPO Plans and

Regence Medicare Script PDP Plans

Complete the online

Complete your training by Sept. 30, 2012.In order to sell and receive commissions for 2013 products sold to new clients and to receive

Regence Medicare Advantage and Part D certification training by Sept. 30, 2012.

pcommission on existing clients, you must recertify by Sept. 30, 2012.

To remain compliant with the Centers for Medicare & Medicaid Services’ (CMS) regulations, we require that producers are certified annually to sell 2013 Regence Medicare Advantage and Medicare Script plans. Regence pays for the cost of your online certification training.*

Click here to access the 2013 Regence Medicare Annual Training & Certification

Need assistance?Call the Gorman Support Line for Regence Agents at (877) 886–0042, orEmail [email protected]

The online training is divided into several modules to allow you to complete as much or as little of the training as you can at once. You also have the ability to upload any Core Training certification that you may have previously taken (such as AHIP). This year’s certification training includes the Medicare Compliance and Fraud, Waste and Abuse (FWA) Module as required by CMS for First Tier, Downstream and Related Entities (FDRs), and SilverSneakers®.

To get you started, we will provide an informative User Guide that includes easy‐to‐follow instructions for navigating through the training modules and exams.

Remember, you must complete the certification training by Sept. 30, 2012. We appreciate your continued partnership. Have a great, successful season!

* This year, we have added an option to allow you to obtain Continuing Education (CE) credits for completion of this course. The cost for obtaining the CE credits is $16, and you will be responsible for these costs if you want to earn CE credits.

Regence BlueShield of Idaho is an Independent Licensee of the Blue Cross and Blue Shield Association

https://www.medicaresalessentinel.com/Agents/AgentRegistration.aspx?programguid=3c638264-6d9f-4c8b-8960-ac2fc1fa9a35

2013 MEDICARE SALES TRAINING AND CERTIFICATION PROGRAM 2013 Regence Medicare Sales Sentinel User Guide

Copyright © 2012-2013, Gorman Health Group, LLC

WHAT’S INSIDE THE USER GUIDE • Login • Register for New Program • Registration • Welcome Screen • Regence 2013 Attestation of Required Certification • Regence 2013 Agent Certification Attestation • Electronic Signature • Equivalent Certificate Upload (2013 AHIP Upload Optional) • Continuing Educations (CE) Notification • Request for CE Credit (Payment is Optional) • 2013 Gorman Core Medicare Certification

• Slide Navigation in the Modules • Attachments • Completing an Exam • Curriculum Completion / Certificate of Completion

• NEXT STEP • Program Completion / Finish and Print • My Programs Tab and My Profile Tab • Need Support?


LOGIN / REGISTER FOR NEW PROGRAM Medicare Sales Sentinel

• The registration page is only accessible when using the Regence specific link provided in the 2013 Regence Certification invitation e-mail.

• To gain access to registration as a first time user, select “Don’t have an account? Click Here to Register” on the login screen.

• Returning users can simply login

with their existing Username and Password.

• You can retrieve a forgotten password by clicking “Forgot password?”

• If you have forgotten your username, you may use your SSN instead


REGISTER FOR NEW PROGRAM • Input your SSN and click Next

• If you do not have a profile in

Sentinel you will not see the notification below and will be directed to the registration screen.

Your screen will say: Registration for 2013 Regence ________

• If you already have a profile in Sentinel you will see the following notification.

• You will then be prompted to login Username is SSN Password is self-assigned

• You will be able to change your

Username from SSN to self-assigned

Copyright © 2012-2013, Gorman Health Group, LLC 5

• If you are a first-time user completing registration, you must complete all required fields. Required fields are indicated with an asterisk (*).

• Your Password will be self-created during registration and requires the following:

• Must be at least 8 characters long and contain at least: - 1 uppercase letter; - 1 lowercase letter; - 1 number; and - 1 special character.

• Once the registration is complete, click “Save & Cont.” to proceed to the next step.

REGISTRATION


WELCOME SCREEN Welcome to Regence’s 2013 Medicare Sales Training and Certification Program!

Please read the Introduction screen in your program , then click Save and Cont. to proceed.

6


REGENCE 2013 ATTESTATION OF REQUIRED CERTIFICATION

• Please read the entire Regence 2013 Attestation of Required Certification

• To complete the form,

- Select the check boxes - Sign and date

• Click “Save & Cont.” to proceed

7


REGENCE 2013 AGENT CERTIFICATION ATTESTATION

• Please read the entire Regence 2013 Agent Certification Attestation

• To complete the form, - Select the check boxes that apply - Sign and date - Enter your Regence Broker/Agent Number

• Click “Save & Cont.” to proceed

8


ELECTRONIC SIGNATURE

• Type your full name in the box

• Enter your password you assigned yourself

• Click “Next Step” to continue

9


EQUIVALENT CERTIFICATE UPLOAD (2013 AHIP UPLOAD OPTIONAL)

Click the picture of the laptop to browse your computer to upload ”OR” Click the picture of the fax machine to receive a fax cover sheet to utilize. If you do NOT have an AHIP certificate, simply click “Next Step” to bypass this screen and move forward with Gorman Core Certification.

10

If you have already completed the 2013 AHIP certification, you can upload or fax a copy of your official certificate of completion to receive credit for the Core Certification.


CONTINUING EDUCATION (CE) NOTIFICATION

• This is an example of what you will see in your program

• Please read the entire screen

• If your resident state requires a Proctor, click to access the Proctor Form highlighted in yellow.

• Input your name and date

• Click Save & Cont. to proceed

11


REQUEST FOR CE CREDITS (OPTIONAL)

• Click the checkbox next to $16.00 if you would like to receive CE credits

• Select your Resident License State and input your License Number

• Complete the remainder of the payment screen and click “Send” to proceed

• If you do not want to receive CE credits, this screen is optional, simply click Cancel to proceed without requesting CE credits.

12


2013 GORMAN CORE MEDICARE CERTIFICATION • The screen below is displays a curriculum which is made up of modules and exams. (You may have

more than one curriculum in your Current Enrollment screen) • Each Module is followed by a Module Exam to help you learn and prepare for the Final Exam. You

will be required to view each module and complete each exam. • For the Module Exams, you are required to score 85% or higher to proceed to the next training

module. • The Final Exam has a limitation of attempts to obtain 85% or higher to pass and be certified. The

Attempts Remaining is displayed on the bottom right of the screen.

• If you select a course where a prerequisite has not been completed, a notification will display on your screen letting you know that you need to complete another course before you will be able to advance to the next course. If this happens, simply Select ‘Cancel’ to return to your Current Enrollments.

13


CERTIFICATION STEP Opening Courses and Exams

14

• To begin, click on the Curriculum name, then select the first course displayed with a red *, click on the course and select ‘Take Now’

• Once you select ‘Take Now’, the training will load this window, displaying the course or exam details.

• The course may have prerequisite requirements and completion criteria. Completion criteria is the amount of the material within each course that must be viewed and/or the amount of audio.

• Each curriculums will have a specific set of completion criteria guidelines that are set.

• Click Continue to Proceed


SLIDE NAVIGATION IN THE MODULES

15

Before you start the training, make sure your volume is turned on.

Note: Completion Criteria Indicator: The completion criteria indicator is displayed in the upper right hand corner of the Module Window. RED indicates that the completion criteria has not been met. The indicator will turn GREEN when you have met the completion criteria for the module.


ATTACHMENTS Attachments Tab: • The Module trainings have two tabs displayed on the left-hand side of the window.

One is titled ‘Contents’ and the other is titled ‘Attachments’. • The attachments listed can be downloaded to help you during the training. • Simply click on one of the attachments to open or save.

16


COMPLETING AN EXAM

• Select an answer and then click “Submit” at the bottom right corner of the screen.

• A message will be displayed indicating if your answer is correct or incorrect.

• Click “Continue” at the bottom right corner of the screen to proceed

17


COMPLETING THE FINAL EXAM You are able to review the course materials as many times as you need prior to selecting to take the final exam.

Once you begin the final exam, you must complete it in its entirety. Ending the exam without completion may result in a failing score and will count toward one of your attempts to pass the final exam.

If you need to take the final exam a second time, you will be able to review the course material again, prior to taking the final exam. Remember, the Final Exam is limited to a specific number of attempts.

18


CURRICULUM COMPLETION CERTIFICATE OF COMPLETION My Prior Enrollments

• If you have successfully passed your Final Exam, your completed curriculum moves from My Current Enrollments to My Prior Enrollments and a certificate of completion is available to you in My Prior Enrollments.

19


NEXT STEP

20

After you have successfully passed a curriculum, you may be presented with another training curriculum in My Current Enrollments or you may proceed to the next required step in your program.

Click “NEXT STEP” to advance in your program

Regence requires you to complete their 2013 Plan Specific training. Click “Next Step” you will be provided with this training curriculum. Regence also requires you to complete their 2013 Compliance Fraud, Waste and Abuse. Upon completion of Plan Specific training, Click “Next Step”


Finish and Print PROGRAM COMPLETION • Once you have completed

all required steps in the program, the final “Finish and Print” screen will become available.

• This screen is a summary of everything you completed in the program.

• “Click Here to Print” allows you to print or save this complete record of all completed program steps.

• This is the Final step.


Additional Information in Medicare Sales Sentinel – My Programs Tab

MY PROGRAMS TAB

• The “My Programs” tab will display the name of your program(s) and all steps in the program(s).

• By clicking on a Program Name, it will display all the program steps below for that program.

• The Status indicates if the step has been completed, incomplete, optional, or not started.

• If you clicked Log Out prior to completing your program, simply click the “Incomplete” step and pick up where you left off as long as the prerequisite prior has been met.


Additional Information – My Profile and Documents Tabs

MY PROFILE TAB

• The “My Profile” tab will display what you input on the registration screen. You can make changes such as the spelling of a name, an address and recreate/change a password.

• The “Documents” tab will contain any documents/forms you have uploaded or faxed to the Medicare Sales Sentinel site.


Gorman Health Group is a national health care and federal programs consultancy staffed by subject matter experts, former health plan executives and seasoned regulators. For 15 years, hundreds of clients serving millions of consumers have leveraged GHG’s strategic counsel and technology solutions to achieve growth objectives, maintain compliant operations, improve market positions, and advance profitability.

Need Support with your 2013 Regence program? Call: 1-877-886-0042 Weekdays: 8:00 am – 5:00 pm (Eastern Time) Extended hours will be available during season To return to a program already in progress go to: www.medicaresalessentinel.com

NEED SUPPORT?

http://www.medicaresalessentinel.com/

Copyright 2012-13, Gorman Health Group, LLC

2013 Regence - Online Training Program Checklist

Welcome Read and note toll free number for Agent Support Line Regence 2013 Attestation of Required Certification Read, click check boxes, sign and date Regence 2013 Agent Certification Attestation Read, click check boxes, enter Regence Broker/Agent Number, sign and date Electronic Signature Read, electronically sign and enter password AHIP Upload (optional) Upload or fax 2013 AHIP certificate in its original format to show completion Continuing Education (CE) Credits Notification Read, Sign and Date Request for CE (Optional) YES – Check box, input license state and number, input payment information and click Send NO – Click Cancel to proceed Regence 2013 Core Medicare Certification

o Module 1 – Instructions o Module 2 – Medicare Basics o Module 3 – Enrollment and Disenrollment o Module 4 – Beneficiary Protections o Module 5 – Marketing Guidelines and Regulation o Final Exam (Required 85% or higher to pass – 3 attempts)

Regence 2013 Plan Specific Training

o 2013 Regence Plan Specific o Final Exam (Required 85% or higher to pass – 3 attempts)

Regence 2013 Compliance Fraud, Waste and Abuse Training

o Regence 2013 Compliance Fraud, Waste and Abuse Training o Final Exam (Required 85% or higher – 2 attempts)

Finish and Print

Print and save a copy of completed program summary for the 2013 selling season