Contents Creating a Provider Portal account .......................................................................................................... 2

Logging into your provider account ......................................................................................................... 3

Navigating the provider portal ................................................................................................................. 4

Creating an employee.............................................................................................................................. 5

Adding services to employee ................................................................................................................... 7

Creating services from a newly created record ................................................................................. 7

Creating services from employee list................................................................................................ 7

Invoicing: Creating an invoice for unpaid services .................................................................................... 8

Invoicing: Check the status of submitted invoices .................................................................................. 10

Logging Out of the Portal ....................................................................................................................... 11

Forgotten PIN ........................................................................................................................................ 11

Creating a Provider Portal account

1. Log into https://peap.secure.force.com.

Note: The RecoveryTrek™ Provider Portal works best when using the Chrome web browser.

2. At the initial login screen, select Enroll/Forgot Pin

Screen Capture of the login screen

3. Complete the Enroll/Forgot Pin form (shown below) using the Email address used with your

Palmetto EAP (PEAP) account.

4. Create a personal identification number (PIN). The PIN must be a 6-digit value only. No special

characters or letters.

Screen Capture of Enrollment Form

5. Once a satisfactory PIN is created, click the return to the login button to log into the portal.

Screen Capture of Update PIN

Logging into your provider account

1. At the login screen enter your Email address and PIN created during the enrollment process.

2. Upon successfully entering your credentials, you will see a Salesforce verification screen. To

eliminate future occurrences, ensure the “Don’t ask again on this device” checkbox is checked.

Click “Continue” to acknowledge the verification screen.

Salesforce Splash Screen

Navigating the provider portal

The Provider Portal has four primary components/areas

1. Tabs

2. Welcome area

3. Main content area

4. Logout Link

The RecoveryTrek™ Provider Portal consists of various Tabs to facilitate the completion of your required

tasks, including creating and reviewing employees, creating services for employees, reviewing services,

creating and reviewing invoices, and tracking paid and non-paid invoices. The current version of the

RecoveryTrek™ Provider Portal has four tabs, Home, Employees, Invoice, and Invoice Status.

Home: The Home tab displays the welcome screen where messages and alerts appear as well as other

pertinent information from PEAP.

Employees: The Employees tab is the managerial area for participants who fall under your purview for

services. Within the Employees tab, employees are created, edited, and where services are

subsequently assigned once the employee record exists.

Invoice: The invoice tab allows the provider to select a date range to locate employee services that

require billing.

Invoice Status: The invoice status tab provides the provider with a quick reference to paid and unpaid

Creating an employee 1. Select the Employee tab at the top of the page.

2. Once the Employee page opens, you will see a button labeled “New Employee” at the top of the

main window area. Select the button to begin the new employee process. The new employee

form opens (shown below).

New Employee Form

3. When locating the Company Name, it may be necessary to use wildcard characters to find the

appropriate company name. To do this, add an asterisk (*) before the company name you are

searching. For example, if you are attempting to locate a company called “Test Company”,

simply searching for Company will not yield satisfactory results. Therefore, an asterisk is used in

front of the name to fully search your listings. Using the asterisk feature can be used for any

field that uses the search function.

4. Once you have completed the form, save the record. The newly created record appears on

screen.

5. At this point, it is possible to edit the record or create services for the new employee. To create

services, please consult the Adding Services section.

Adding services to employee Creating services from a newly created record

1. The newly created record appears on the screen with the “Services” section now appearing at

the bottom of the record.

2. To create a new service, click the “New Services” button. Go to step 6 under the “Creating

services from employee list” section.

Creating services from employee list Once you have created an employee, you will have a list of employees. Each service is specific to the

employee and therefore, must be created under that individual.

1. Select the Employee tab to display your employees.

2. The employee page will then populate with all employees who fall under the logged in provider.

3. The Employee table lists six items per employee, including Name, Service Indicator, Remaining

Visits, Date of Birth (DOB), Job Title, and Phone.

4. While most of the columns are self-explanatory, the Service Indicator and Remaining Visits

column require additional detail.

a. The Service indicator is a quick snapshot of where the employee is within the service

process.

b. Remaining Visits indicates how many service visits remain for the employee.

5. To create a service from your employee list, first select the employee then the “New Service”

button at the bottom of the record.

6. Complete the New Service form and then click Save or if you have further services to add, you

can select Save & New to enter the additional services.

7. At this point, you can edit or delete the service record.

Invoicing: Creating an invoice for unpaid services 1. When it is time to create an invoice for services, select the Invoice tab from the top of the

screen.

2. Select the date range using the start date and end date fields then click the Run button.

3. Any unpaid services appear in the list and are available for invoicing.

4. Select as many or as few as necessary then click the “Generate PDF” button at the bottom of the

screen.

5. A newly created PDF document is created that contains the selected services for invoicing.

Screen Capture of Invoice PDF

Invoicing: Check the status of submitted invoices 1. To check the status of invoices, click the “Invoice Status” tab at the top of the page.

2. The invoice status page displays all invoices along with their invoice date, payment date, and

check number.

Logging Out of the Portal Logging out of the portal ensures safety of records and it heavily encouraged.

1. To log out of the portal, use the Logout link at the top right-hand corner of the page.

Forgotten PIN 1. If you have forgotten your PIN, you can create a new one, but you must know the email address

within your PEAP record.

2. Enter a valid email address and new PIN

3. Attempting to create a PIN for an email address that does not exist within the system results in

an error.