Online Provider Portal User Guide
Rev. 201712 |
LIBERTY Dental Plan Online Provider Portal User Guide |
Online Provider Portal User Guide
Rev. 201712 |
LIBERTY Dental Plan Online Provider Portal User Guide |
Table of Contents |
|
GETTING STARTED |
|
SYSTEM REQUIREMENTS ........................................................................................................................................ |
3 |
OFFICE NUMBER AND ACCESS CODE .................................................................................................................. |
3 |
NEW OFFICE REGISTRATION |
|
REGISTER A NEW OFFICE ..................................................................................................................................... |
4 |
MY PREFERENCES................................................................................................................................................ |
6 |
ADD A NEW USER ............................................................................................................................................... |
8 |
SET NEW USER ROLES .......................................................................................................................................... |
9 |
ENABLE AND DISABLE USERS............................................................................................................................... |
10 |
EDIT USER INFORMATION.................................................................................................................................... |
11 |
MY PROFILE ...................................................................................................................................................... |
12 |
MY PROVIDERS ................................................................................................................................................. |
12 |
ACCESSING YOUR USER ACCOUNT |
|
LOG ON........................................................................................................................................................... |
13 |
PASSWORD RESET.............................................................................................................................................. |
15 |
MEMBER ELIGIBILITY AND BENEFITS |
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CHECK MEMBER ELIGIBILITY ............................................................................................................................... |
17 |
MEMBER UTILIZATION SCREEN............................................................................................................................. |
18 |
CHECK MULTIPLE MEMBER ELIGIBILITIES............................................................................................................... |
19 |
MEMBER ROSTERS |
|
CAPITATION PLANS / DENTAL HOME ASSIGNMENT.............................................................................................. |
20 |
CLAIMS, |
|
SUBMIT A CLAIM, |
21 |
SUBMISSION WITH ADDITIONAL INFORMATION...................................................................................................... |
23 |
RESUBMIT/CORRECT A CLAIM, |
24 |
CHECK THE STATUS OF A CLAIM, |
27 |
SEARCH A CLAIM BY CLAIM NUMBER................................................................................................................. |
29 |
SEARCH A CLAIM BY PATIENT ACCOUNT NUMBER............................................................................................... |
30 |
ATTACHMENTS |
|
AVAILABLE DOCUMENTS.................................................................................................................................... |
31 |
RESOURCES |
|
FORMS AND PROVIDER REFERENCE GUIDES........................................................................................................ |
32 |
PROVIDER RESOURCE LIBRARY ........................................................................................................................... |
33 |
TALK TO US |
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SUBMITTING A WRITTEN INQUIRY ......................................................................................................................... |
34 |
LOGOFF |
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TO LOG OFF OF THE ONLINE PROVIDER PORTAL ................................................................................................. |
36 |
Rev. 201712 |
LIBERTY Dental Plan Online Provider Portal User Guide |
Getting Started
LIBERTY Dental Plan (LIBERTY) offers 24/7
System Requirements
•Internet Connection (Internet Explorer 7 or later)
•Adobe Acrobat Reader
Office Number and Access Code
All contracted network dental offices are issued a unique Office Number and Access Code. These numbers can be found in your LIBERTY Welcome Letter and are required to register your office on LIBERTY’s Online Provider Portal. If you are unable to locate your Office Number and/or Access Code, please contact our Professional Relations Department at (888)
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New Office Registration
Register a New Office
A designated Office Administrator should be the user to set up the account on behalf of all providers/staff. The Office Administrator will be responsible for adding, editing and terminating additional users within the office.
1.To register a new office, enter the following website address into your browser: www.libertydentalplan.com
2.Click on Register
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Register a New Office continued
3. Select Office from the
4.Enter the Account Information. Enter your
5.Create an Account User First Name and an Account User Last Name
6.Create an Account User Name
7.Create an Account Password
Note: The Password must be a minimum of 8 characters in length and contain at least 3 of the
following: 1 uppercase letter, 1 lowercase letter, 1 number and 1 symbol character (!@#$%&*).
8.Click Create Account
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My Preferences
After initial
2. Select your office’s various Preferences
Note: The Evidence of Payment (EOP) is sent to providers and the Evidence of Benefits (EOB) is sent to members.
The Place of Service on Claim Submission page default is set to Office. Another location can be selected as a default from the
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My Preferences continued
The Submit a claim default is set to None. We recommend setting it to Service Date(s). By doing so, the date of service you enter for the first service line will automatically populate when you click in the Service Date From box for any additional service lines entered when submitting a claim. (The steps on how to submit a claim,
3.Click Save
Once your preferences have been saved, or after login, the Office’s Claims tab is the default screen. (This screen and its function will be explained in further detail; see page 27)
Your office’s preferences can be updated at any time by clicking on the My Preferences tab on the left side of the screen.
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Add a New User
The Administrator can add additional users by:
1. Click on the Manage Users tab on the left side of the screen
2.Click Add a User
3.Input a User Name (must be unique to the user), Password, First Name, Last Name and Email Address. All fields marked with an asterisk (*) are required.
Note: The password entered on this screen is a temporary password. The user will be asked to create their permanent password upon first log on attempt.
4.Click Add User
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Set New User Roles
1.We recommend that you click on PrimaryWebAccount and WebOffice to grant the user access to view and update information for the office. Once you click on each role in Current User Role(s) Available, the roles will move up to Current User Role(s).
2.Check PrimaryWebAccount and WebOffice, then click Return
Roles:
•PrimaryWebAccount – Allows the user to manage and add additional user accounts for the entire office. This includes resetting passwords, updating user information (First name, Last Name, Email Address), as well as disabling users in the event they should no longer have access to the account.
•WebOffice – Allows access to all functionality on the portal, except limits access to “Manage Users” tab. The user would only have access to their account and no access to any other user accounts for that office.
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Enable and Disable Users
Once a new user is set up, the Office Administrator has the ability to enable or disable their account.
1.Click on the Manage Users tab on the left side of the screen
•If the User Status is Active, the account is Enabled. To disable the account, click Disable under Change Status.
•If the User Status is Disabled, the account is not active. To reinstate the account, click Enable under Change Status.
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Edit User Information
The Office Administrator can edit a user’s information:
1. Click on the Manage Users tab on the left side of the screen
2.Click Edit for the user you would like to edit
3.Update user information
Note: All user information with an asterisk (*) can be edited.
4.Click Update User
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My Profile
You can view your office’s current business information by clicking on the My Profile tab on the left side of the screen. This information can only be updated by contacting your Professional Relations Network Manager.
My Providers
You can view a list of all the providers linked to your office in our system by clicking on the My Providers tab on the left side of the screen. Please contact your Professional Relations Network Manager to add, terminate or request the status of a provider.
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Accessing Your User Account
Log On
Please visit www.libertydentalplan.com.
1. Click on LOGIN
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Accessing Your User Account continued
On the next screen:
2.Type in User Name and Password
3.Check I’m not a robot box to open the reCAPTCHA window
4.Follow the instructions and select the appropriate images in the reCAPTCHA window
5.Click Verify in the reCAPTCHA window
6.Ensure you see a green check mark next to I’m not a robot
7.Click Logon
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Password Reset
Please visit www.libertydentalplan.com.
1.Click Forgot my password
On the next screen:
2.Select Office from the
3.Enter the Account Information. The Office Number and Access Code can be found in your LIBERTY Welcome Letter.
4.Click Reset Password
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Password Reset continued
On the next screen:
5.Type in User Name and Password
6.Check I’m not a robot box to open the reCAPTCHA window
7.Follow the instructions and select the appropriate images in the reCAPTCHA window
8.Click Verify in the reCAPTCHA window
9.Ensure you see a green check mark next to I’m not a robot
10.Click Logon
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Member Eligibility and Benefits
Check Member Eligibility
To check member eligibility:
1.Click on the Check Eligibility tab on the left side of the screen
2.Enter Last Name, First Name and any combination of Member Number, Policy Number and DOB (We recommend using Last Name, First Name and DOB for best results)
3.Click Search
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Check Member Eligibility continued
4.To view a member’s benefit utilization, click on ‘view’ under Utilizations
5.To view a member’s history, click on ‘view’ under History
a. To print a member’s history, click on Print at the bottom of the history page
Note: The history page will display all history LIBERTY has on file for the selected member.
6.To view a Summary of Benefits, click on ‘view’ under Benefits
Member Utilization Screen
LIBERTY recommends that the user refer to the Next Available Date when determining member’s next earliest service type.
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Check Multiple Member Eligibilities
To check the eligibility of multiple members at one time:
1.Click on the Check Multiple Eligibilities tab on the left side of the screen
2.Enter Last Name, First Name, DOB and Date of Service, or Member Number and Date of Service (We recommend using Last Name, First Name, DOB and Date of Service for best results)
3.Click Search
Example of Search Results:
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Member Rosters
Capitation Plans / Dental Home Assignment
Offices that participate in a capitation program or with a program that requires Dental Home assignment may view their rosters by clicking on the My Members tab located on the left side of the screen. The My Members screen allows the user to view all members assigned to the office.
To sort membership assigned to an office by month, use the
To sort membership assigned to a specific provider, select Month/Year and use
Once you have sorted the membership, you will be able to print monthly rosters from this page by clicking
Print.
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Claims,
Submit a Claim,
1. Click on the Submit a Claim tab on the left side of the screen
2.Click on Dental Claim (ADA) or
a.Choose treating provider from Provider
b.Choose office/location from Vendor
c.Input patient information i.e. Last Name, First Name and any combination of Member #, Policy
# or DOB (We recommend using Last Name, First Name and DOB for best results)
d.Submit up to 30 service lines at a time by completing the fields in each row. To add additional lines, click Add service line(s).
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Submit a Claim,
3. Click on Referral (RES) radio button
a.Select the Provider referring the patient from the
b.For emergency referrals, check the Emergency Referral box
c.Select the appropriate option from the Specialty Category
d.Select the appropriate option from the Specialty Subcategory
e.Input patient information i.e. Last Name, First Name and any combination of Member #, Policy
# or DOB (We recommend using Last Name, First Name and DOB for best results)
f.Submit up to 30 service lines at a time by completing the fields in each row. To add additional lines, click Add service line(s).
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Submission with Additional Information
1.Check the Additional Information box towards the bottom of the Submit a Claim screen
a.Enter any comments in the Remarks box
b.Add File – this feature can be used to attach digital
2.Check both I Agree boxes
3.Click Submit Claim
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Resubmit/Correct a Claim,
1.To resubmit/correct a claim,
2.Click on Search by Date, Search by Claim Number or Search by Patient Account Number radio buttons to find the claim,
3.Once the claim is found, click on the number under the Claim # column of the claim that needs to be resubmitted/corrected
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Resubmit/Correct a Claim,
4. After the Explanation of Payment is displayed, click on Resubmit Claim
5.When Resubmit Claim is selected, the information from the claim,
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Resubmit/Correct a Claim,
6.Check the Additional Information box towards the bottom of the Submit a Claim screen
a.Enter any comments in the Remarks box
b.Add File – this feature can be used to attach digital
7.Check both I Agree boxes
8.Click Submit Claim
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Check the Status of a Claim,
1.To view a Claim,
2.Click on Search by Date, Search by Claim Number or Search by Patient Account Number radio buttons
3.When searching by date, use the Claim Type
Referral
You can narrow your search results using the Claim Status
4. Click Refresh when searching by date
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Check the Status of a Claim,
Example of Search Results:
Note: If Claim(s) found is 501 or more, not all claims will be returned. Please modify the search to ensure all claims are returned.
All data fields will remain the same, except when searching for a Referral. The Referring Entity column will display a ‘Y’ instead of ‘N’.
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Search a Claim by Claim Number
1. Click on the Search by Claim Number radio button
2.Enter the Claim Number in the search field
3.Click Search
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Search a Claim by Patient Account Number
1.Click on the Search by Patient Account Number radio button
2.Enter account number in the Patient Acct # box
3.Select All or select the specific treating provider from the Provider
4.Click Search
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Attachments
Available Documents
Here you will find unique documents specific to your office.
1. Click on the Attachments tab on the left side of the screen to view available documents
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Resources
Forms and Provider Reference Guides
Forms and Provider Reference Guides can be downloaded from the iTransact/LIBERTY website.
1.Click on the Resources tab on the left side of the screen to view and download the following:
a.Provider Reference Guides
b.Preventative and Periodontal Guidelines
c.Provider Newsletters
d.Online Provider Portal User Guide
2.Click on Resource Library – Forms and other tools which will launch a new web browser
Click on the link provided at the bottom of the web page to launch the Provider Resource Library
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Provider Resource Library
1.Select the state from the Please select your state
2.Click Continue
3. Click on the form(s) needed to view and/or print
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Talk To Us
Submitting a Written Inquiry
A LIBERTY Representative can be contacted through the Online Provider Portal by clicking the Talk To Us tab on the left side of the screen.
1. Click on Office radio button
2.Click Inquiry
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Submitting a Written Inquiry continued
3.Enter the Subject
4.Enter the Details
5.Attach any pertinent files
6.Click Process Request
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Logoff
To Log Off of the Online Provider Portal
1. Click the Logoff tab on the left side of the screen
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Making members shine, one smile at a timeTM
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