BHSDSTAR Prevention Vendor User GuideVersion 1.2

User Guide-Prevention VendorVersion 1.2Updated 10/3/18

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BHSDSTAR Prevention Vendor User GuideVersion 1.2

Table of Contents

1. Purpose and Introduction...................................................................................................................32. Log In, Navigation, and Account Settings............................................................................................3

2.1 To Log in:.....................................................................................................................................32.2 To edit Profile Settings:...............................................................................................................42.3 To edit Password:........................................................................................................................52.4 To contact Support via Email:......................................................................................................62.5 To Logout:................................................................................................................................... 62.6 To Navigate Back and Forth through Section Links:....................................................................6

3. Services............................................................................................................................................... 64. Invoices............................................................................................................................................... 9

4.1 Invoice Icon Definitions:..............................................................................................................94.2 To Correct Invoices:.....................................................................................................................94.3 To Add Comments:....................................................................................................................104.4 To Review your Invoice History:................................................................................................11

5. Reports..............................................................................................................................................126. Questions.......................................................................................................................................... 12

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1. Purpose and Introduction

This document describes the basics of navigating in the BHSDSTAR Prevention module including log in, submitting services, correcting invoices, and creating and reviewing rosters.

2. Log In, Navigation, and Account Settings

2.1 To Log in:

1. From the desktop double-click your internet browser to launch. (For best results we recommend Goggle Chrome but other browsers can also be used.)

2. Enter bhsdstar.org/ in the browser window and press the Enter key.

3. Click the Prevention Login button.

4. Click in the Username field and enter user name.5. Press the tab key or click in the Password field and enter user password.6. Click the Login button.

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7. Depending on permissions the Welcome screen or the Home screen will display listing Projects, Total Allocation, Paid, Outstanding, and Remaining Funds defaulted to the current calendar year. Some Providers will also see Rosters as a menu choice on the top menu bar.

Tip: This screen can be viewed at any time by clicking Programs in the upper right corner of the screen.

Tip: The Outstanding amount includes submitted Services that have not yet been paid or denied.

2.2 To edit Profile Settings:

1. Click on your logged in Name in the upper right corner.2. Click Update Profile.

3. Click the field you want to edit and enter new information.4. Click Update.

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2.3 To edit Password:

1. Click on your logged in Name in the upper right corner.2. Click Change Password.3. Enter current password.4. Enter a new password.5. Re-enter the new password.6. Click Update.

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2.4 To contact Support via Email:

Tip: Never send a client’s name in the free text section of the email-refer to them by their ID number.

1. Click on your logged in Name in the upper right corner.2. Click Contact Support.

2.5 To Logout:

1. Click on your logged in Name in the upper right corner. 2. Click Logout.

2.6 To Navigate Back and Forth through Section Links:

1. Click on the specific teal Link.

2. To return to the previous sections, click on the Back to Program Summary button.

3. Services

From the Home screen:

1. Click the teal links of the Project you want to submit the Service under.

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2. Click Add a New Service drop-down and click the Service.

Tip: This list is limited by the Services in your specific Provider Scope of Work.

Tip: Hover the mouse over the to see a description of the Service selected.

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3. Click the Activity Start Date calendar and click date or enter date.4. Click the Activity End Date calendar and click date or enter date, or leave blank if not applicable.5. Click the Activity Cost and enter cost. (Example: 55.54)6. Click Type of Activity.7. Click Population(s) Served (if applicable).8. Click OSAP Detail(s) (if applicable).9. Click % of time spent for each OSAP strategy and enter percent (if applicable).10. Click Save.

Tip: Different Services have different selections/entries required.

Tip: To cancel your Service submission, click Cancel.

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11. The newly submitted Service is displayed in the Services table.

Tip: You can edit/delete the Service until it is processed into an invoice, which happens at 12:01am on the 1 st of each month. At that point it is no longer editable. To remove the Service, click Delete. To Edit a Service, click on the Service teal link to open, make changes, and click Save.

4. Invoices

4.1 Invoice Icon Definitions:

4.2 To Correct Invoices:

From the Home screen:

1. Click Take Action under Corrections Required.2. The invoices screen will display.

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Tip: Any Invoices requiring Corrections will display an Icon in the Approval or Payment Status columns.

3. Under Invoice Details, click the teal link with your Provider Name for the invoice you want to correct.4. Review the Comments explaining the corrections required in the upper right.

5. Click the Service link for correction. (Only those Services flagged in orange are editable/deletable)6. Review the data and edit as needed.7. Click Save.

Tip: To remove the activity click Delete.

8. Click Action drop-down and click Corrections Completed.9. Click Submit Action.

Tip: When an Invoice requires correction, always work through the existing invoice to correct or delete flagged services and/or add new services to the invoice. Do not enter a new service through the Project HOME page. This will duplicate the invoice and require extra processing.

4.3 To Add Comments:

1. Click Add Comment.2. Enter free text comments.3. Click Submit Comment.

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4. Comment is displayed and shared with the Program Manager.

4.4 To Review your Invoice History:

From the Home screen:

1. Click view under Invoice History. 2. The invoices screen will display listing your processed invoices.3. Click the Search field and enter Invoice #.4. The invoice will display in the table.5. Click the Invoice Details link.6. Invoice Details including Services and Invoice Decisions are displayed.

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Tip: Invoices with 10 Activities/Services or less will default to the Detials View. Invoices with more than 10 Activities/Services will defaul to the Summary View.

5. Reports

From the Home screen:

1. Click Run Report drop-down and click report.2. Click Date From calendar and click date.3. Click Date To calendar and click date.4. Click any other search criteria fields and click entry.5. Click Run Report.6. Report details are displayed.

7. Click to navigate to additional pages of the report.

8. Click to print/save the report in excel, word, or pdf.

Tip: To change the search criteria re-click the dates and re-click run report.

6. Questions

For any questions email to support@bhsdstar.org.

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