help desk 888.402.0737 - net

Open Enrollment

Next Steps

October 17, 2013

PROGRAM

IMPLEMENTATION

UPDATES

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TOPICS COVERED IN THIS PRESENTATION

• Locate Assistance vs. Verification System

• Locate Assistance How-To

• CEC Verification How-To

• Fingerprinting Update

• Badge Photo Upload Process

• Resources

• Questions & Answers

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WHERE TO FIND

RESOURCES

WEBINAR PRESENTATIONS AND TOOLS • Daily webinar presentations and additional resources are for

download on the homepage of your Certified Enrollment

Entity Application https://ipas.ccgrantsandassisters.org/

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https://ipas.ccgrantsandassisters.org/



Timeline for Certified Enrollment Entity (CEE) and Certified Enrollment Counselor (CEC) Process

2 days 4 days 6 days 10 days 15 days 20 days 25 days

CEE Submits Application

CEE application approved

CEE receives email regarding CEE Mgmt. Webinar training

CEE completes Mgmt. Webinar training online ( CEE should complete in 30 days – but here lets assume CEE finishes the training immediately )

CEE is Active

CEC receives email with Login information for Learning Management System (LMS) ( 3-5 business days after CEE application Submission )

CEC login to LMS and registers for their ILT Session

CEC completes 2.5 days ILT training

CEC completes CoveredCA.com training and passes the exam

CEC submits the criminal disclosure form by mail to Covered California and provides fingerprinting at the available LiveScan locations ( Will take up to 2 weeks to receive the Approval report )

CEC will be certified if they meet all the requirements 1. Must pass CEC exam 2. Must clear background 3. CEC agreement must be on file 4. CEE must be Active

CEE Process

CEC Process

CEC logs into LMS to 1. Complete Survey 2. Take CBT course 3. Complete Exam

CEC will receive an email from Covered California reg. process to acquire CEC badges.

CEC will receive information to create account in CoveredCA.com

WEBINAR SUMMARY

1. WEEK ONE (OCTOBER 1-4, 2013)

1. OCTOBER 1, 2013- KICKOFF TO OPEN ENROLLMENT

Steps to becoming an Active Certified Enrollment Entity Steps to becoming an Active Certified Enrollment Counselor Enrolling consumers overview CoveredCA.com collateral materials presentation Certified Enrollment Counselor Badge information Overview of what consumers can expect during the first week Questions and Answers

2. OCTOBER 2, 2013- ORDERING COVERED CALIFORNIA COLLATERAL Training and information about ordering CoveredCA.com collateral materials

3. OCTOBER 3, 2013- CEE/CEC CERTIFICATION PROCESS Information about the CoveredCA.com site Detailed presentation of the process to become a Certified Enrollment Entity or a Certified

Enrollment Counselor CEE and CEC Training Overview Resources: Enrollment Assistance Specialists, Helpful Links Questions and Answers

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WEBINAR SUMMARY

WEEK TWO (OCTOBER 7-11, 2013)

1. OCTOBER 7, 2013- CREATING A COVEREDCA.COM ACCOUNT

CEE Account Activation on CoveredCA.com Resources: Enrollment Assistance Specialists, Helpful Links Questions and Answers 2. OCTOBER 9, 2013- LEARNING MANAGEMENT SYSTEM AND BADGES Training on accessing and using the Learning Management System Information for CEEs about how to upload a photo for the Certified Enrollment

Counselor badges Questions and Answers 3. OCTOBER 11, 2013- MARKETING OVERVIEW Marketing and Education Tools Getting your Counselors certified Updating your information Questions and Answers

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WEBINAR SUMMARY

WEEK THREE (OCTOBER 14-18, 2013)

1. OCTOBER 15, 2013- MEDIA LOI AND PRINT SHOP UPDATE

Media Letter of Instruction Print Shop Update Fingerprinting Update Questions and Answers 2. OCTOBER 17, 2013- LOCATE ASSISTANCE AND VERIFICATION SYSTEM Training on how to use the Locate Assistance Tool Overview of the CEC Verification System Fingerprinting Update Questions and Answers

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TRAINING CALENDAR

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Week 7 (Oct 21 - 27) 10/21/2013 10/23/2013 Clovis Fresno

Week 7 (Oct 21 - 27) 10/21/2013 10/23/2013 Los Angeles Los Angeles

Week 7 (Oct 21 - 27) 10/21/2013 10/23/2013 Long Beach Los Angeles

Week 7 (Oct 21 - 27) 10/21/2013 10/23/2013 Temecula Riverside

Week 7 (Oct 21 - 27) 10/21/2013 10/23/2013 San Bruno San Mateo

Week 7 (Oct 21 - 27) 10/21/2013 10/23/2013 Ventura Ventura

Week 7 (Oct 21 - 27) 10/22/2013 10/24/2013 San Jose Santa Clara

Week 7 (Oct 21 - 27) 10/23/2013 10/25/2013 Glendora Los Angeles

Week 7 (Oct 21 - 27) 10/23/2013 10/25/2013 Newport Beach Orange

Week 8 (Oct 28 - Nov 3) 10/28/2013 10/30/2013 Norwalk Los Angeles

Week 8 (Oct 28 - Nov 3) 10/28/2013 10/30/2013 Bakersfield Kern

Week 8 (Oct 28 - Nov 3) 10/28/2013 10/30/2013 Culver City Los Angeles

Week 8 (Oct 28 - Nov 3) 10/28/2013 10/30/2013 Los Angeles Los Angeles

Week 8 (Oct 28 - Nov 3) 10/28/2013 10/30/2013 San Diego San Diego

Week 8 (Oct 28 - Nov 3) 10/28/2013 10/30/2013 San Jose Santa Clara

Week 8 (Oct 28 - Nov 3) 10/30/2013 11/1/2013 Chino San Bernardino

Locate Assistance or Verification

System

Purpose- Locate Assistance

• The purpose of the locate assistance

tool is to locate in-person help from

certified enrollment counselors,

certified agents and county service

agencies.

https://www.coveredca.com/




Purpose- Verification System

• The purpose of the Certified Enrollment Counselor Verification system is to provide the public with a quick way to determine whether or not an individual or organization has valid certification with Covered California to provide In-Person Enrollment Assistance.

https://coveredcacertifiedpartners.com

https://hbexverificationdev.cloudapp.net/



Which tool to use

• Do not utilize the Verification System to search for Certified Enrollment Entities or Counselors.

• The public should be directed to the locate assistance tool to find Counselors in their area.






How to find a CEE or

CEC with

Locate Assistance

How to find a Certified Enrollment Counselor

Go to CoveredCA.com.

To find a Certified Enrollment Counselor click on the “Find Help Near You”

button on the bottom right of the screen.

Click on “Find an Enrollment Counselor”


In the search fields enter information about location or

the organization.


On the search results screen click on the organization

to get more information about the entity’s Certified

Enrollment Counselors.

How to Use the

Verification System

CEC Verification System Home Page

Go to the www.coveredca.com

Scroll to the bottom.

http://www.coveredca.com/


Go to www.coveredca.com

Scroll to the bottom and click on Enrollment Assistance Program



www.coveredca.com

Click on

“Verify a

certified

enrollment

counselor”



The home page offers information about the verification process, a

prominent button to Search Online Registry and also a tab for the same in

the menu bar.





The versatile search options allow you to search by:

CEC Name (first, last or both)

Certification # (full or partial)

CEE Name

County

A combination of the above fields can be used to refine the search.

The Search Page



Search Results


In the search results the following fields are displayed:

CEC Name, CEC Status, Certification Number, Certification Date, Name of Entity, and Counties served.

Additional filters are provided for each field, if the search result returns a large number of CECs.



Learn More


The Learn More tab takes you to the page with information about the

Covered California Verification System, provides a phone number of the

Covered California Service Center, and a sample Certified Enrollment

Counselor Badge.



Searching for a

Counselor with the QR

Code

QR code Scanner – CEC Badge

• All smartphones comes with a preloaded QR code scanner.

• You can also download QR code scanner for free from Google Play (Android devices) , iTunes (iOS devices) , Windows Phone and Blackberry devices.

QR code Scanner

QR code reader (Android devices)

QR code reader (Apple devices)


QR code reader (Blackberry devices)

QR code reader (Windows devices)


After installing the QR code scanner for your device you can use it

to verify whether the CEC has valid certification with Covered

California to provide Consumer Enrollment assistance.

Certified Enrollment Counselor Badge

The URL for the CEC Verification System

is:


or visit

www.CoveredCA.com



FINGERPRINTING UPDATE

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HOW TO CHECK MY RESULTS?

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How do I check my results? How do I check my results? A 24-hour Automated Telephone Service is available from the Department of Justice at

(916) 227-4557.

If a requesting agency does not have results yet and digital Live Scan fingerprints

were submitted, you can use the automated telephone system to check on your

submission. You will need the following information:

1. Your date of birth

2. The 10-digit Automated Transaction Identifier (ATI) number that appears at the

bottom of the Department of Justice form requesting Live Scan fingerprint

background checks.

3. The ATI number always appears in the following sequence:

o 1 Letters

o 3 Numbers

o 3 Letters

o 3 Numbers

HOW TO GET YOUR ATI

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How do I check my results? How do I check my results?

If you already completed your fingerprinting but you

did not receive your Automated Transaction

Identifier (ATI), please go to the Capital Live Scan

site:

• http://www.capitallivescan.com/covered_ca_home.html

http://www.capitallivescan.com/covered_ca_home.html

HOW TO GET YOUR ATI

Go to the Capital

Live Scan page

and scroll to the

bottom

http://www.capitallivescan.com

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HOW TO GET YOUR ATI

Click on the ATI Search Request button


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HOW TO GET YOUR ATI

Send the email with the required information:

• First and Last Name

• Date of Birth

• Fingerprint Date (if possible)

• Certified Enrollment entity name


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FINGERPRINTING UPDATE

REMINDER:

All CECs must bring TWO completed Live Scan forms to

mobile fingerprinting


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BADGES

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CEC BADGES

BADGES

• Please continue to upload CEC photos to IPAS


• If you are having issues uploading a photo make

sure you are click “Counselors” at the top of the

page (Do NOT try to go into the “Enrollment

Counselors” section of your application)

• Please call the Help Desk if you have any issues

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL

Step 1. Login to your IPAS account

https://ipas.ccgrantsandassisters.org/Account/Login

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL

Step 2. In your profile (not your application), click on “Counselors”. A list of your entity’s CECs will load. Click on the CEC name you want to upload a picture for.

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL: DO NOT CLICK

HERE

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL

Step 3. Click on the “Edit” button in the bottom right-hand corner.

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL

Step 4. Click on “Profile information”

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL

Step 5. Scroll down to the bottom of the page and click on “Upload Photo”

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL

Step 6. The system will pop-up a picture upload window on your computer

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CEC BADGE

PROCESS

CEC BADGE TUTORIAL

Step 7. You may access the profile information again to verify that the photo was uploaded.

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CEC BADGES

BADGE PHOTO INFORMATION

• Photos should be from the shoulders up

• Photos should be high quality, color, and

between 70 MB-140 MB

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REMINDERS

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REMINDERS

CEES SHOULD:

• Verify CEC contact on IPAS/CEE Online Application Site- please ensure CEC email, phone and address are all business contacts

• Email to follow this week to ask CEEs to update all CEC contact information as it will be posted on verification site

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AVAILABLE SUPPORT AND

RESOURCES

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WHERE TO GET SUPPORT

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PROGRAM RESOURCES

Enrollment Assistance Help Desk

888.402.0737

[email protected]

Learning Management System

If you have issues accessing the Learning Management System please email:

[email protected]

Consumer Help Desk

If you have questions about plans or other consumer related issues please call:

Phone: 888.975.1142

CEE Application & Resource Page


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mailto:[email protected]

mailto:[email protected]



THANK YOU!

QUESTIONS & ANSWERS

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help desk 888.402.0737 - net

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