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Online Training Center User Guide 2019 Medicare Certification

Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

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Page 1: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Online Training Center User Guide

2019 Medicare Certification

Page 2: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Getting Certified

12

3

Register on the site as a new user OR Login as a returning user

Upload your 2019 AHIP training certificate to show you’ve completed Medicare Basics training OR

complete Pinpoint Global’s Medicare Basics training

Complete Product training (MAPD and/or PDP and/or Medicare Supplement )

Page 3: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Table of Contents

1. New User Registration

2. Returning User Registration

3. Certificate Upload

4. Medicare Basics

a) Certificate Upload

b) Pinpoint Global

5. Product Training

6. Home Page

7. Certification

8. Transcript

9. Event Calendar

10. Updating Profile

11. System Requirements

Page 4: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

New User Registration

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 5: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

If you are a new user and need access to the site, please contact the Broker Support Team

at 480-389-2712 or email at [email protected].

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

New User Registration

Page 6: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Once your Plan Administrator has added you to the site, you will receive a welcome email

with your

• Registration ID

• Access code

• site address

Please go to http://bcbsaz.pinpointglobal.com/Apps/Medicare/PreRegistration.aspx

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Enter your “Registration ID” and

“Access code” and click

“Continue”

New User Registration

Page 7: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

For technical issues email: [email protected]

New User Registration

If you don’t have the

welcome email, please

use the link “click here”

to resend that

information to your

email.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 8: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Check your email and enter your “Registration ID”, “Access code”, and click “Continue”

New User RegistrationMENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 9: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Click the “Lookup NPN using NIPR” button

New User RegistrationMENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 10: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

1. Search for your NPN by SSN & Last Name or by License.

2. Select “Submit Query”

3. Confirm results. If correct, select “Use this NPN” to populate your NPN on the

training site. If query does not result in your correct NPN, verify NPN and try again.

Step 1

Step 2

Step 3

New User RegistrationMENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 11: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

New User Registration

Click the Submit

button to continue.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 12: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

On this page enter

your business

address. It doesn’t

have to be BCBSAZ’s

address.

.

New User RegistrationMENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 13: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Next, you need to select

how you have completed or

will complete your

Medicare Basics training

program.

If you haven’t completed Medicare

Basics training with AHIP choose this

option to complete it with Pinpoint

Global. The training should take you

around 90 minutes.

New User Registration

Update/Modify your password and

select the password recovery options.

Page 14: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Please note username for

your future visits. You will

also receive an email

confirming your

registration.

New User Registration

Clicking on the

“Continue” button will

log you into the site and

take you to the home

page.

registration.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 15: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

New User RegistrationMENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

If you completed training with AHIP, you will be prompted to upload

your certificate.

See Certificate Upload for instructions on how to upload a certificate

Page 16: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Returning User Registration

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 17: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

• You will receive an email from your Plan Administrator with the training site’s address

• Please go to http://bcbsaz.pinpointglobal.com/Apps/Medicare/default.aspx

Returning User Registration

Enter your user name and password and click the Log in button.

If you forget your credentials, use these links to retrieve the information.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 18: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Medicare Basics

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 19: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Proof of Completion for AHIP* Medicare Basics Training

If you completed training with AHIP, you

will be prompted to upload your certificate.

Certificate UploadMENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

*Note: America’s Health Insurance Plans (AHIP) Medicare training will be accepted in lieu of Pinpoint

Medicare training. Training by other providers is not accepted by BCBSAZ and will be denied by a plan

administrator.

Page 20: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

You will get a success

message once you

have uploaded your

certificate.

Certificate Upload

Make sure the “Date

Completed” you

enter matches what’s

on your Certificate. If

not, your certificate

may be denied.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 21: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Certificate Upload

When you land on the

Certifications page, your

Certificate will be in pending

status. Please allow 2-3 business

days for your Plan Administrator

to approve your Certificate.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 22: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Medicare Basics Training

If you haven’t completed your Medicare Basics training with AHIP, click the Medicare

Training link. Complete that training on Pinpoint’s site.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 23: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Medicare Basics Training

Clicking the Medicare Basics

training link will route you to

Pinpoint Global’ s website.

You are required to

completed all three modules

(or show proof completion

for CMS’s FWA. The “Print

Certificate” button will be

available once all modules

have been completed.

If you have issues on the

Pinpoint site, use the contact

information located on the

left navigation menu.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 24: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Medicare Basics Training

Click the Transcript link

on the navigation bar to

get to the Print Receipt

option.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 25: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Product Training

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 26: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Brokers are required to attend mandatory in-person training to be contracted and

certified for the 2019 selling season. Brokers will receive credit for the online product

modules for their in-person attendance, but must complete any remaining modules and

product exam(s). Brokers who do not successfully complete certification will not be

eligible for commissions and will face corrective action if they attempt to service, market

or sell 2019 Medicare plans.

Product Training

You don’t have to wait for your Certificate to get approved before you can complete your

product training. You get a maximum of three attempts to pass the exam with a score of

85% or better.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 27: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Product Training

Please note that you can’t access your product modules till you have completed classroom

training. You can complete Medicare Training and upload your AHIP certificate of

completion before attempting online product modules. If you haven’t already registered for

the classroom training class, please click the link and register on the event calendar.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 28: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Home Page

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 29: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Home Page

Left Navigation Menu: Access Event Calendar, Resources,

Certifications page, and Transcript

Training Tracker:

tells you what

course you need to

complete next.

Event Calendar:

allows you to preview

events you are

currently registered

for and events

available to you.

Reminders: shows

important business

reminders from your

Plan Administrators

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 30: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Certification

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 31: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Certifications

Access your transcript from

anywhere on the site by clicking

the link on the navigation bar.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 32: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Certification

A checkbox indicates

completion.

You can view your scores, attempts, and dates of

completion on the Transcript page. You can

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 33: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Transcript

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 34: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Transcript

Access your transcript from

anywhere on the site by clicking

the link on the navigation bar.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 35: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Event Calendar

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 36: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Product training

Use the link on the navigation bar to access the event calendar

Event Calendar

Clicking this tab will

show events you are

registered for.

Clicking the Events Calendar tab

will show a list of posted events.

You have the option to self-

register.

Clicking the Events You can

unregister from a registered

event by clicking this button.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 37: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Product training

Product training

Event Calendar

Click the View Details link to see

more event information and add

the event to your calendar

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 38: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Updating Profile

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 39: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Updating Profile

Access your Profile from anywhere on the site. The link

is available on the upper right corner of the site.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 40: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

You may also send an email to [email protected] with the updated

information.

Updating Profile

You can update

your options for

having completed

Medicare Basics

training.

You can update

your password

and password

recovery options.

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 41: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

System Requirements

MENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 42: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve

Acceptable Browsers

Internet Explorer browsers 10 or 11 are the recommended for this training. Other acceptable browsers include Chrome (most current version) and Safari (most current version). A free download for Internet Explorer is available at: http://windows.microsoft.com/en-US/internet-explorer/downloads/ie

Some things that may adversely affect your user experience, such as:

• Security Settings: Under Tools > Internet Options, locate “Security”. Set level to medium-high and click “OK”

• External Toolbars: Under Tools > Manage > Enable or Disable add-ons and reference “Enabled” area. Select any third-party toolbars and click “Disable” radio button, followed by clicking “OK”

• Company Intranet: Attempting to view the site via company intranet may impact access and performance. Instead, try copying the link your company has provided you in a separate browser.

• Virtual Private Network (VPN): May impact course content performance. Discontinue if you experience issues.

• Out Dated Flash: Make sure you have the latest Flash player installed. The latest version is available at: http://get.adobe.com/flashplayer/

System RequirementsMENU1. New User Registration

2. Returning User

Registration

3. Medicare Basics

a) Certification

Upload

b) Pinpoint Global

4. Product Training

5. Home Page

6. Certification

7. Transcript

8. Event Calendar

9. Updating Profile

10. System Requirements

Page 43: Online Training Center User Guide · Getting Certified 1 2 3 Register on the site as a new user OR Login as a returning user Upload your 2019 AHIP training certificate to show you’ve