PROVIDER WEB PORTAL User Guide
Contents
1. 8 of 8 DETAILS AUTHORIZATIONS July 2011 Page 25 NC SEEK Provider Web Portal User Guide 3 5 3 POS Response Codes The following are response codes that come from the POS device depending on the transaction being performed These are codes you may see in the Response column on the Transaction reports discussed above Some of these codes represent success with a transaction while most represent some type of denied or error message The following is a description of each column in the table e The first column is a two digit code assigned to the message This code usually appears above or before the message text e he second column is the actual text of the response message This will appear in the Response column of the transaction reports discussed in Section 3 5 e he third column describes the type of message As mentioned above some of these messages represent success in a transaction while many of them represent an error or denied function e he final column is a description of what the message means Response Code Response Message Type of Message Transaction passed all business rules and is SUCCESS APPROVED Success p approved Overall request was processed properly by the host One or more of the sub transactions was not With denial approved e g one of the two person numbers was invalid x www M RN v wen NC ai lanl Description Success SUCCESS DENIAL e NOT ACTIVE Denied b acl is not activ2. Authorization ID Address 130 MILLERSVILLE RD Level of Care O75 18 31 hrs Begin Date 07 12 2010 City TAYLORSVILLE End Date 07 11 2011 State NC mm A MILLERSVILLE CHILD DEVEL Zip 28681 sca iic OPMENT CENTER County 002 ALEXANDER Facility ID E0210031 Facility Phone 828 635 0530 Provider Transaction Search Report on dates between ET E i Month Day Year Start Date End Date Cases SEARCH RESET CANCEL DETAILS TRANSACTION July 2011 Page 21 NC SEEK Provider Web Portal User Guide 3 4 Provider Transaction Search Screen Purpose This screen allows you to search for transactions within the last 90 days You can run the report for all cases or request transactions for a specific case number General This is an inquiry screen that is available from other places within the portal It Information can be accessed from the Child Authorization Profile screen that was discussed above and it can be accessed from the Provider Profile home screen Sample 2 below is an example of this To execute a search enter the date range you would like in the Start Date and End Date fields The date must be entered in MM DD YYYY format This means you must have a 2 digit number for the month and day and a 4 digit number for the year For example 05 02 2011 would represent May 2 2011 You can enter either a date range or a case ID or both For example if you d like to retrieve a report of all transaction
3. be locked out and the system will not start a new session Contact the Provider Helpline for assistance If you have forgotten your User ID contact the Provider Helpdesk Please select your security question and provide your security answer UserID 02000056 Security Question What high school did you attend hal Security Answer User Actions SUBMIT CANCEL 1 Enter the answer to the security question in the Security Answer field 2 Click the Submit button 3 Clicking this button takes you to the User Password Change screen shown below At this point you will reset your password by choosing a new one Instructions for completing this screen are described in section 2 7 July 2011 Page 9 NC SEEK Provider Web Portal User Guide 2 7 Forgot Password Change Password Screen Purpose This screen allows you to select a new password when you have forgotten your old one General This screen is opened after you enter the answer to your Security Question and Information click the Submit button All information on this screen is required Your new password must meet the following requirements Required e Password length is eight 8 to ten 10 characters e Minimum one lower case alpha character e Minimum one number Allowed but not required e Upper case alpha characters e Special characters Ex amp 96 Other constraints e Passwords cannot be repeated within one 1 year after last
4. AM 00200525 JACOB COBOS DIAZ 05 23 2011 09 10 AM 00200525 PETON COBOS DIAz 05 23 2011 09 10 AM 00200525 JACOB COBOS DIAZ 05 27 2011 09 08 AN 002005257 PETON COBOS DIAZ 05 27 2011 09 08 AN 002005257 JACOB COBOS DIAZ 05 27 2011 08 23 AM 002005257 PETON COBOS DLAz Results 1 20 of 41 July 2011 01 01 01 pi O1 Di O1 01 01 Oi O1 Oi NC SEEK Provider Web Portal User Guide Type 0i OUT IN P OUT OUT IN IN P OUT OUT IN IN POUT P OUT E IN P IN OUT OUT IN Entry Date Time 00 SUCCESS APPROVEL 00 SUCCESS APPROVEL 00 SUCCESS APPROVEL DD CHECK IN EXISTS as Check In Exists A8 Check In Exists DD CHECK IN EXISTS DD CHECK INM EXISTS ag Check In Exists DD CHECK IN EXISTS 00 SLUCCESS APPROVELD 00 SUCCESS APPROVEL 00 SUCCESS APPROVEL 00 SUCCESS APPROVEL SUCCESS APPROVEL 00 SUCCESS APPROVEL 00 SUCCESS APPROVEL 00 SUCCESS APPROVEL 00 SUCCESS APPROVEL 00 SLUCCESS APPROVEL 06 03 2011 11 40 AM 06 03 2011 10 56 AM 05 27 2011 09 11 AN 05 27 2011 09 11 AN 05 27 2011 09 09 AN 05 27 2011 09 09 AM Page 24 NC SEEK Provider Web Portal User Guide 3 5 2 Transaction Report Sample 2 This is a sample of the Transaction Report when it has been run through the Provider Profile screen The Transaction Report always appears the same regardless of where from the report originates O Provider Transaction
5. D DATE 07 11 2011 Authorization ID Level of Care Begin Date End Date ILLERSVILLE RD TAYLDRSVILLE Facility Name Facility ID DETAILS TRANSACTION The banner will display the end date of the authorization The banner will display the begin date of the authorization The banner will display the status of the authorization as open or closed This or sign allows the user to expand or close the entrv July 2011 Page 20 NC SEEK Provider Web Portal User Guide Action Buttons Buttons DETAILS This button opens the Provider Profile Home NN TRANSACTION This button opens the Provider Transaction Search Screen When the user clicks the Transaction button located at the bottom of the Child Authorization Profile screen you Will receive the screen below The same information appears in the top two sections of the screen but a new search section has been added to the bottom See the red lined box below This is called the Provider Transaction Search screen NC SEEK Log out Admin USER INFO O Child Authorization Profile 4 Authorization Information Case ID 002005156 I S 7504 NORTH STREET Child 2 01 Child ID 20065126603 ity TAYLORSVILLE Child Name FAITH SIMPSON NC DOB 03 07 2008 Ip 285681 Protective Custody Flag N No County 002 ALEXANDER Primary Phone STATUS Open BEGIN DATE 07 12 2010 END DATE 07 11 2011
6. LLERSVILLE RD PMENT CENTER Facility ID E0210031 City TAYLORSVILLE Corporate ID 21619 State NC Facility Level Type ii Zip 28681 Director Name BONNIE CANTER County 002 ALEXANDER Facility Phone 828 635 0530 Email Address Capacity 80 0 0 License Mumber 02000056 License Expiration Date Facility Name 130 MILLERSVILLE RD TAYLORSVILLE NC 20681 AUTHORIZATIONS f TRANSACTION Action Buttons Funeton AUTHORIZATIONS This button opens the Provider Authorizations Report July 2011 Page 17 3 2 TRANSACTION NC SEEK Provider Web Portal User Guide Action Buttons Fumton o This button opens the Provider Transaction Search Screen Browser Back or These buttons allow you to move to the Next Screen or Previous Screen Forward button in your browser history Refer to section 2 9 6 Provider Authorization Report Purpose General Information July 2011 This screen displays a list of children authorized at your facility Ordering of results is as follows 1 By Case ID 2 By Child Number The Case ID and Authorization ID are system generated numbers that occur when the information comes into the SEEK program from the state s eligibility system The Child Number is a system assigned number At the time of conversion to SEEK existing children on the case are assigned a number beginning at 01 02 03 and so on from youngest to oldest child on t
7. M I TEUER TREE PONE 27 July 2011 l Page 1 NC SEEK Provider Web Portal User Guide 1 0 INTRODUCTION This user guide provides information about the features and functionality of the North Carolina SEEK Provider Web Portal commonly referred to as the Provider Portal or the portal The Provider Portal is an internet based application used by child care providers to research information regarding children on the SEEK program The portal can be accessed from any location where you have an internet connection and know your user ID and password The Provider Portal provides information regarding you as a provider authorization information regarding the child and responsible adult cardholder information When logged into the Provider Portal application the user has rights to view only the provider related information associated with their User ID No other provider s information is accessible 1 1 About This Guide Purpose This document describes the processes for accessing the Provider Web Portal for viewing provider profile authorization and transaction information specific to the provider logged into the application This user guide is intended as a resource manual when using the application Use of this Guide The user guide does not provide step by step instructions for site navigation however it does provide detailed screen information and instructions for conducting inquiries For additional assistance with the applica
8. NORTH CAROLINAM note C ans x Subsidized Early ANT for North Carolina Subsidized Early Education for Kids SEEK PROVIDER WEB PORTAL User Guide July 25 2011 NC SEEK Provider Web Portal User Guide Table of Contents TO INIRODUC THON Pree n ere eer Creer eter en een ener ee ee eee eer ne eer 2 It About TMS GUE 020 00m 2 1 2 About the North Carolina SEEK Provider Web Porrtal cccccccccceeeseesseeeeeeeeeseeeseeeeeeees 2 2 0 PROVIDER PORTAL BASICS 1 cccccceecccesssssnnnnnnessseeeeeeeeeeeeeeeesecnnnnssseseeseeseseeeeeesoosons 3 21 Accessing He Provider Poraba iwccsscauvendsatnneas sacoranaanscccesiatenanibosleumwacdavatined du ovata Dag adr out 3 MEME 818 gs 1 E E T E Tm m 4 2 3 Change Password SCIreen ccccccsssssssccecccseeseecceceeeeeaesseeceeeeeeseeeeceeeeesseaeaeeeeeeeesssaaaseeeeess 5 NER duiei tei ENRREE 7 2 5 Forgot Password User ID Screen sssssssessssssssssseenen enne nnne nnn nans 8 2 6 Forgot Password Security Answer Screen esssssssssesssssseeenen nnne nnnnnnnns 9 2 Forgot Password Change Password Screen eese 10 2 8 Common Screen Areas isesi i eeni aKa EEEN EEEN EE ENA EEE n ENEE 11 201 ONS otc ET 11 2 8 2 Information Access SECTHIONS cccccccecssesseeceeeeeecaeeeeeeeceeeeseueaeseeeeeeeessaaeseeeeeeessaaaaases 12 BO WSOP INOA NETT 12 BO MEEWoe e ELLE T m mmm 13 Zi
9. Provider Profile Moving the mouse pointer over USER INFO will display a small pop up window like the one shown here This window shows your user name the last time you logged in and the last time you performed an action on the Portal Name SANDY S DAYCARE Login Time 07 13 2011 02 52 21 AM Last Active 07 13 2011 02 52 22 AM July 2011 Page 12 NC SEEK Provider Web Portal User Guide 2 8 4 Log out Area Xii 3 Q Log out Admin USER INFO Provider Profile Provider Profile Can CT PA A NnC mam os 2 107 MANIC CUTEKSERBE hea Log out Clicking on the link on any screen will log you out of the Portal and return you to the Login Screen After clicking this you will have to log in again in order to use the Portal 2 8 5 Hyperlinks Any Portal information shown on the screen in blue type is a hyperlink or link that you can click to go to a new page that gives you more detailed information about the selected item Authorization ID 277 Level of Care 100 32 55 hrs Begin Date 10 25 2010 End Date 10 24 2011 Facility Name SANDY S DAYCARE Facility ID E0270019 _ July 2011 Page 13 NC SEEK Provider Web Portal User Guide 2 9 Navigation and Option Buttons Several navigation and option buttons will appear on the search result screens in the top left side of the screen Below is an explanation of these features 4 Provider Transaction Report Ke 52 VI A
10. Report Provider Information Facility Name MILLERSVILLE CHILD Add 3 130 MILLERSVILLE FR O me DEVELOPMENT CENTER Facility ID E0210031 City TAYLORSVILLE Facility Level Type 11 Hc Director Name BONNIE CANTER in 28681 Facility Phone 828 635 0530 unty 002 ALEXANDER Provider Transaction Search Report on dates between os y Jor 51 os Jas m 1t SEARC Month Day Year Click Search Provider Transaction Report osi VIC Glad EE NEZ T mr a i 00 06 03 201104 01PM 002007020 MARIACANTRELL Eu ToO UED x E 00 06 03 2011 11 41AM 002007020 MARIACANTRELL p SUCCESS APPROVED DD CHECK IN EXISTS A8 Check In Exists 06 03 2011 11 40 AM 002007020 MARIA CANTRELL 06 03 2011 11 39 AM 002007020 MARIA CANTRELL pee AB 06 03 2011 10 56 AM 002007020 MARIA CANTRELL am Check In Exists r LH j s DD 06 03 2011 10 47 AM 002007020 MARIACANTRELL CHECK IN EXISTS wmv o poc AB Qe O03 2011 10 46 AM 002007020 MARIA CANTRELL O1 N A8 03 Check In Exists DD 06 03 2011 10 46 AM 002007020 MARIA CANTRELL CHECK IN EXISTS Results 1
11. e TRXN NOT FOUND Denied EE entered transaction that is to be voided cannot be found in the system BACKSWIPE ERROR Denied The attendance date of the previous check in out is outside the backswipe period 2 on period mo meme em tar ton transaction July 2011 Page 26 NC SEEK Provider Web Portal User Guide Response Code Response Message Type of Message CHECKOUT MISSING MM DD Denied This is caused by a check in attempt where an open check in exists within the backswipe period A previous check in out is being attempted between OVERLAPPING CARE Denied an existing check in check out span creating an overlap in the service dates and or times Description All paired attendance transactions with check ins for E1 ALREADY VOIDED Denied the void date have already been voided 95 NEUVE IE LEM Error Host database error Transaction was not processed Try again later 4 HELP For further assistance with the NC SEEK Provider Web Portal call the Provider Help Line at 1 877 606 2776 July 2011 Page 27
12. e password requirements create a new password and enter it in the New Password field Enter that same password again in the Confirm Password field and click on the Change button 3 Upon pressing the Change button you will be directed to the Security Question set up screen Follow the instructions in section 2 4 to set up your security question July 2011 Page 6 NC SEEK Provider Web Portal User Guide 2 4 User Profile Screen Purpose This screen assists you in setting up a security question so you can reset your password later if you forget it General All information on this screen is required You must select one of the questions Information from the drop down menu answer it in the Security Answer box confirm the answer in the Confirm Security Answer box and click the Save button The text typed for the Security Answer and the Confirm Security Answer must match exactly The text entered for the Security Answer and Confirm Security Answer show as colored dots rather than text for security purposes When logging in for the first time you must set up your security question immediately after changing your original password EPPIC O User Profile User Profile Security Question Security Answer Confirm Security Answer In what city were you born vw You do not have a security question Please select a question and an answer e Successfully changed password User Actions 1 Select a securit
13. ens the Provider Profile Home Screen TRANSACTION This button opens your Provider Transaction Search Screen July 2011 Page 19 NC SEEK Provider Web Portal User Guide 3 3 Child Authorization Profile Purpose This screen shows the authorization details for a particular child General The top portion of the screen displays known demographic information for the Information child such as name address date of birth The Child is also located on this screen This may be helpful if you have a parent at the counter who has forgotten their child s number at the time they are swiping The Protective Custody Flag appears on this screen as either a Y Yes or N No The bottom portion of the screen contains blue banner rows showing all open or closed authorizations for the child Use the button to expand the banner and see details of the authorization as shown below Note the blue hyperlink on this screen Clicking here will return you to the Provider Profile screen For a reminder of the hyperlink feature refer to section 2 8 5 NC SEEK Log out Admin USER INFO O Child Authorization Profile i Authorization Information Case ID 002005196 Address 7584 NORTH STREET Child O1 Child ID 20066126603 City TAYLORSVILLE Child Name FAITH SIMPSON State NC DOB 03 07 2008 ip 28661 Protective Custody Flag M No County 002 ALEXANDER Primary Phone e192 STATUS Open BEGIN DATE 07 12 2010 EN
14. he case New children added to the case after that will be assigned the next number in numerical order for the case regardless of their age within the family at that time The Child Name field links to the Child Authorization Profile screen Roll your cursor over the child s name When the underline appears click on the link and you Will be taken to the Authorization Profile for that child Refer to section 3 3 for more instructions The Last Activity field displays the date and time there was activity associated with the authorization This could include an information update to the authorization or an actual swipe of the SEEK card The Transaction Type field shows the most recent SEEK card transaction at your provider facility for each authorization Some possible entries are e Nor OUT Standard Check In or Check Out e SAF IN OUT Check In or Check Out captured in the Store and Forward or SAF mode Refer to your Provider User Manual for further detail on the SAF feature e P INor P OUT Previous Check In or Previous Check Out Page 18 NC SEEK Provider Web Portal User Guide NC SEEK Log out Admin USER INFO Provider Authorizations Report 4 Provider Information MILLERSVILLE CHILD Address 130 MILLERSVILLERD Fachty Mae DEVELOPMENT CENTER Facility ID z 2zi 0 031 City TAYLORSVILLE Facility Level Type 11 State NC Director Name BONNIE CANTER Zip 28681 Facility Phone 828 635 0530 Coun
15. iration Date Address 187 CORNER STORE ROAD City TAYLORSVILLE NC Zip 28581 AUTHORIZATIONS TRANSACTION Note These areas do not appear on the Security Question Password Reset screens 2 8 1 Home Area In the top left hand portion of the screen is the North Carolina SEEK logo area of the portal Roll your mouse over this area and when the cursor changes to a hand you can click anywhere in the blue portion of the screen to take you directly back to the Main Screen You can do this from anywhere in the portal and you will always be returned to the Main Screen NC SEEK Log out Admin USER INFO O Provider Profile 4 Provider Profile July 2011 Page 11 NC SEEK Provider Web Portal User Guide 2 8 2 Information Access Sections The top right hand part of the screen is where you will go to access information in the portal NC SEEK User Profile Provider Profile ss 4 Provider Profile Roll your mouse over Admin to open a list of the related screens you can access Here you will see options Password Change and User Profile These screens do the following Password Change opens the Password Change Screen discussed in section 2 3 Using this option here allows you to manually force a password change at any time User Profile opens the User Profile Screen discussed in section 2 4 2 8 3 User Info Area NC SEEK Log out Admin USER INFO O Provider Profile 4
16. iscussed in the next section It will prompt you to complete the security question you chose previously July 2011 Page 8 NC SEEK Provider Web Portal User Guide 2 6 Forgot Password Security Answer Screen Purpose General Information EPPIC Security Question a Security Question The purpose of this screen is to assist you in setting a new password using the security question you completed previously When a password is forgotten the only option is to select a new password The portal does not have the ability to email you your old password or notify you of it by some other means You will simply set a new password This screen opens after you enter your User ID on the Security Question User ID page and click the Submit button From there the User ID will carry forward as the first field on this screen but is a field you cannot change or edit All information on this screen is required The system defaults to the security question you chose previously In this screen the answer to the security question is NOT case sensitive Therefore the answer McCloskey and MCCLOSKEY are the same For security purposes the text entered for the Security Answer appears as colored dots not text If you enter the wrong answer the system will display an error message indicating that either the User ID or answer is incorrect After three 3 failed attempts to answer the security questions correctly you will
17. lag Trans Date Time w Child Name w Child Entry Date Time 00 06 03 2011 04 01 PM 002007020 MARIA CANTRELL GUCCESS APPROVED 00 3 42301 0200703 JTE i 06 03 2011 11 41 AM 002007020 MARIA CANTRELL 01 IN SUCCESS APPROVED 06 03 2011 11 40 AM 002007020 MARIA CANTRELL 01 OUT DD CHECK IN EXISTS i F j Dy Tae F ul i L l A8 06 03 2011 11 39 AM 002007020 MARIA CANTRELL 01i IN Check In Existe 06 03 2011 10 56 AM 002007020 MARIA CANTRELL 0i IN Check In Exists 2 9 1 Pagination Features First page of Previous page Next page Last page of search results search results Moves user back Moves user to Moves user to to previous page the next page of Moves user to first record in of search results search results last record in search results search results 2 9 2 Display Records This option allows the user to select how many records to display per page of search results The options are 10 20 50 or 100 records per page The default is 20 records A To change the default select an option from 100 the drop down The user may change this option at any time July 2011 Page 14 NC SEEK Provider Web Portal User Guide 2 9 3 Export Options B CSV Export XLS Export This option allows the user to export the This option allows the user to export the search results to a standard csv file CSV is search results to a standard xls file comma separated value meaning the data is Exporting to xls trans
18. n 2 1 Accessing the Provider Portal To access the Provider Portal your computer must be connected to the internet Follow the steps below e Open your internet or web browser i e Internet Explorer AOL Firefox Safari etc e Type the North Carolina Provider Portal address into the address box at the top of the screen www neseek nc gov It is recommended to set this website address as a Favorite in your browser e Press the Enter key The website opens at the Login Screen which requires a valid login User ID and password The User ID is your 9 digit provider license number If you are a non licensed facility the User ID is your Facility ID number instead Your initial password is the 5 digit zip code of your facility For security reasons you are forced to change your password at your initial login You will also set up a security question in case you forget your password July 2011 Page 3 NC SEEK Provider Web Portal User Guide 2 2 Login Screen Purpose This screen allows you to log into the North Carolina Provider Web Portal General You are required to have a valid User ID and password in order to access the Information application and you must login every time you use the portal The User ID is your 9 digit provider license number If you are a non licensed facility the User ID is your Facility ID number instead Your initial password is the 5 digit zip code of your facility The first time you login to the p
19. nd Forward buttons sometimes called Next and Previous buttons These functions work within the Provider Web Portal also to allow for easy navigation between screens For purposes of this manual the buttons used in Internet Explorer are featured in this section These buttons record movement within your browser and keep a history Back or Previous of the screens you have visited Forward or Next This button allows the This button allows the user to move forward user to move back toa to the next screen in revious screen in their E their browser history browser history July 2011 Page 16 NC SEEK Provider Web Portal User Guide 3 0 PROVIDER SCREENS 3 1 Provider Profile Purpose This screen displays your provider profile It is often referred to as the Home screen General This screen contains general demographic information about your facility l e Information facility name address phone number etc If you believe something on this screen is incorrect contact your local LPA or licensing consultant Once logged into the Provider Portal the Provider Profile information is displayed From the Provider Profile screen the user can perform the following functions e View the Attendance Transactions Report e View the Authorizations Report NCSEEK O O O O O OO Log out Admin USER INFO O Provider Profile 4 Provider Profile MILLERSVILLE CHILD DEVELO Address 130 MI
20. o FAY OCR Son czsdixcaceoutienscactantuanciusacatatonsadtiensiwesiliacmasssartuasiinesosgeanmudadinsavaliiesa anuasncnadenne 13 2 9 Navigation and Option BU NONS yscdeecscccdcansecten ascecedecasenacdcevaadansnaceausicovosiavessaqucoeaconceecsveceueee 14 29 1 Pagination FOdlul 65 intssecocavcssansavarededasesopssutesoeatsencunds a ao iTar isore iaia 14 292 Displ y Records NR UT UU TT Norm 14 9 Epor ODUONS i een eee ens ee tee eee ee ee MN mE RE NUNG DI NU Ma RUNS 15 20g OUS TISSIIS CODIODSospeoeavcuonitutmpeds id qub E iptum EUDUR QUE 15 PASEOS e Pine omm 16 296 Browser OMS mnm 16 230 PROVIDER Reo Gy a al eee ere eee een Oe DIE eee nee ere ee 17 Sel Prodr PONG sescciseccsencndocaciecsseccecaeteun dau eoaeceenendesgensasaameesaneouaessesenseeseococueseuesdeuesncectectanpetee 17 3 2 Provider Authorization Report cccccccsssccccseseeecseeeeeeeeeeeeeeeaseeessaeeeeeaceeeeseeeeesseseessaageees 18 oo Child Authorization Profile s uno icisac ti niodo edes aoo uo ER e emeeivh SH Lesbs EAE EAER 20 3 4 Provider Transaction Search Screen sseessssssssssssesseseeeenennn nnne nnns 22 39 Provider Iransaclion aie UU Um E EE NS 23 351 Transaction Heport Sample T occcicccscecuncsconctcisaunstaucnensaduneaseaciccussciansssecdlonsconebexencaduars 24 3 5 2 Transaction Report Sample 2 ccccccccssscceeceececeeeseeeceeeeseeeeeeeeeeeeesseaeeeeeeeeeesaaaaases 25 359 POS Response COURS urnaretra ipia ia 26 A HELP erai S E PP
21. ollowing are requirements when selecting a password Required e Password length is eight 8 to ten 10 characters e Minimum one lower case alpha character e Minimum one number Allowed but not required e Upper case alpha characters e Special characters Ex amp 96 Other constraints e Passwords cannot be repeated within one 1 year after last used e New passwords cannot be the same as the current password or the previous six 6 passwords For security reasons if a password is entered incorrectly three 3 times in a row the system disables the user account and you will be locked out If lockout occurs click on the Forgot Password link underneath the blue Login button and follow the instructions in section 2 5 If you remain locked out your password will automatically reset after midnight or you may contact the Provider Helpdesk to have your password reset You will be prompted to change your password at the time of your initial login and then again every 90 days EPPIC User Password Change User Password Change Old Password DENEN New Password E Confirm Password amm You are logged in for the first time please change your password July 2011 Page 5 NC SEEK Provider Web Portal User Guide User Actions 1 Enter your current password in the Old Password field Since this is your initial login the Old Password is still the 5 digit zip code of the facility 2 After considering th
22. on the card at the facility Some possible entries are e IN OUT Check In Check Out e P IN or P OUT Previous Check In or Previous Check Out e SAF OUT Check Out the occurred while the device was in Store and Forward mode If a swipe was done as a Previous transaction the date and time the Previous In Out swipe actually occurred in shown in the Entry Date Time field The Response column notes the response received from the POS machine See section 3 5 3 for a list of POS Response codes As a reminder the results of this report can be exported to a csv file or a xls file as explained in section 2 9 3 The buttons are noted below in the red circle Page 23 3 5 1 Transaction Report Sample 1 i Provider Transaction Report hagla v HE wae Trans Date Time 06 03 2011 04 01 PM 002007 02 MARIA CANTRELL 06 03 2011 11 41 AM 002007 02 MARIA CANTRELL 05 28 2011 03 30 PM 002007 02 MARIA CANTRELL 06 03 2011 11 40 AN 002007 02 MARIA CANTRELL 06 03 2011 11 39 AN 002007 020 MARIA CANTRELL 06 03 2011 10 56 AM 002007 020 MARIA CANTRELL 05 30 2011 03 30 PM 002007 02 MARIA CANTRELL 06 03 2011 10 47 AM 002007 02 MARIA CANTRELL 06 03 2011 10 46 AN 002007 02 MARIA CANTRELL 06 03 2011 10 46 AM 002007 02 MARIA CANTRELL 05 28 2011 01 47 PM 002007 02 MARIA CANTRELL 05 28 2011 01 47 PM 002007 02 MARIA CANTRELL 05 28 2011 09 10 AN 002007 02 MARIA CANTRELL 05 23 2011 09 15 AM 00200525 PETON COBOS DIAz 05 23 2011 09 15
23. ortal you are automatically directed to the Password Change screen Follow the instructions in section 2 3 for password change Welcome to the North Carolina Provider Web Portal Ww TAa Password NENNEN State and LPA Staff Only aiu 2 Forget Passiwor d The North Carolina Subsidized Early Education for Kids SEEK Provider Web Portalgives child care providers the ability to view authorizations and attendance infarmation Ta login to your secure account enter your User ID and Password Provider Help Line 1 877 606 2776 w dcd 3 SEEK ait J User Actions 1 Enter your User ID This is your 9 digit license number If you are a non licensed facility the User ID is your Facility ID number instead 2 Enter your password For initial login this is the 5 digit zip code of your facility 3 Click the blue Login button July 2011 Page 4 NC SEEK Provider Web Portal User Guide 2 3 Change Password Screen Purpose This screen allows you to change your password on initial login or reset your password if you forget it General You will be automatically directed to this screen the first time you access the Portal Information After that you can get to it any time by clicking Forgot Password on the Login Screen and then entering the answer to the security question you set up when you first visited the Portal The f
24. ports the data directly put in a simple text file with each data element to a Microsoft Excel spreadsheet separated by a comma This file can then be imported into many different computer Doing this type of export allows you to applications including Microsoft Excel but also manipulate the search results in a Microsoft many spreadsheet type programs CSV is Excel application more of a universal file type Doing this type of export allows you to filter and manipulate the search results for other types of reports or spreadsheets you may be doing 2 9 4 Other Results Options Filter Results Clear Results This option allows the user to filter the This option clears any previous search results based on specific criteria filters July 2011 Page 15 NC SEEK Provider Web Portal User Guide 2 9 5 Column Sort Most columns in the search results are available to sort Roll the cursor over the blue header of each column and if the cursor changes to a hand that column is available for sorting Once the column has been sorted a white arrow will appear next to the column header E 4 Last Activity Trans Type 002001976 21 O1 CHARLENE THOMASON 05 17 2011 19 01 27 002003424 99 01 JENNIFER DEFIBAUGH 05 17 2011 19 01 26 002003424 60 02 NATHANIEL DEFIBAUGH 05 17 2011 19 01 26 002003682 78 01 KATIE HUDGINS 05 17 2011 19 01 24 2 9 6 Browser Buttons Most internet browsers Internet Explorer Firefox etc have Back a
25. s in the month of June you would enter 06 01 2011 in the Start Date field and then 06 30 201 1 in the End Date field and then press the Search button You can leave the Case field blank in this example Alternatively you could leave the date fields blank and enter a Case only to retrieve a list of all transactions on that Case Further actions are described below Provider Transaction Search Report on dates between E I i p Month Day Year Start Date End Date Cases r 7 search dates here according to the format above Enter Case here to search for a specific Action Buttons Function O O O SEARCH Click the Search button when you are ready to begin the search This executes the search and brings back the records you have requested RESET This button clears all information entered and resets the search screen to accept new dates or a new Case CANCEL This button cancels the search July 2011 Page 22 NC SEEK Provider Web Portal User Guide 3 5 Provider Transaction Report Purpose This report shows all transactions that have occurred at your facility General Order of the results is as follows Information July 2011 e Date Time of transaction e Case ID e Child Name e Child Any of these columns can be sorted and reordered on by clicking in the blue header area of the column as explained in Section 2 9 5 The Trans Type field shows the type of activity
26. tion please contact the Provider Helpline at 1 877 606 2776 Graphics The graphic illustrations in this guide are screen captures that show whole or partial North Carolina Provider Portal screens The entries seen in the illustrations in this guide are not actual provider data It is possible that the data or screens you see in the live application may vary slightly from the screen captures in this manual Some updates may have been completed after the time of printing of this manual For questions on items of this nature please also contact the Provider Helpline at 1 877 606 2776 1 2 About the North Carolina SEEK Provider Web Portal The North Carolina Provider Web Portal is primarily a see system which means you will be viewing data within the application as opposed to doing any type of data entry You will view specific child care data and help manage attendance through the SEEK program All Portal screens use drop down menus and point and click techniques to provide you with an easy to use method to access and view child care transaction data You can retrieve and view data associated with e Your provider profile e The list of children for which you have been authorized to provide care July 2011 Page 2 NC SEEK Provider Web Portal User Guide 2 0 PROVIDER PORTAL BASICS This section describes basic information on accessing the North Carolina Provider Portal logging in to the website and other common screen informatio
27. ty O02 ALEXANDER Authorization Report aE 2 NM CINMCUEIECTECTI e a 002001576 CHARLENE THOMASON 05 17 2011 19 01 27 002003224 33 Di JENNIFER DEFIBAUGH 05 17 2011 19 01 26 OO0200s424 60 02 NATHANIEL DEFIBAUGH 05 17 2011 19 01 26 0020036582 78 01 KATIE HUDGINS 05 17 2011 19 01 24 002003682 i 02 TIMOTHY HUDSON 05 17 2011 19 01 26 002003993 102 01 MALIK KASTRUP 05 17 2011 19 01 26 002005154 174 01 TYLER SLOAN O5 17 201119 01 26 002005165 180 01 MASON TURM AN 05 17 2011 19 01 26 002005173 183 gi PAULJENKINS 05 17 2011 19 01 26 002005156 192 gi FAITH SIMPSON 05 17 2011 19 01 26 002005156 193 02 EMILY SIMPSON 05 17 2011 19 01 26 002005208 197 O1 TYLER RUST 05 17 2011 19 01 26 0020052038 198 02 ANA JHAH RUST 05 17 2011 19 01 26 002005234 217 01 CAMMERON ROBINETTE O5 17 2011 19 01 26 002005257 2 Di JACOB COBOS DI42 05 23 201109 15 00 002005257 2365 02 FETON COBOS DIAZ 05 23 201109 15 00 002005295 255 O1 HANNAH HUBBARD 05 17 201119 01 26 002005299 262 gi MARCUS SHUGART 05 17 2011 19 01 26 002005293 263 oz DUSTIN TATOM 05 17 2011 19 01 26 0020053235 297 O1 DAMEUN DEFIBAUGH 05 17 2011 19 01 25 Results i 20 of 25 2 5 E TRANSACTION Action Buttons Child Name Clicking on the Child s Name opens the Child Authorization Profile Screen DETAILS This button op
28. used e New passwords cannot be the same as the current password or the previous six 6 passwords EPPIC User Password Change 43 User Password Change New Password Confirm Password User Actions 1 Following the password requirements noted above enter your new password in the New Password field 2 Enter the same password again in the Confirm Password field These two entries must match 3 Click the Change button 4 Upon clicking the Change button you are immediately returned to the main login screen Section 2 2 The User ID field will already by populated with your User ID Enter the new password you just created and click the Login button 5 You will be taken to the Provider Profile home screen This is your indication you have changed the password and logged in successfully July 2011 Page 10 NC SEEK Provider Web Portal User Guide 2 8 Common Screen Areas Some common screen features appear on every screen in the Provider Portal These common areas are explained in this section of this manual NC SEEK Log out Admin USER INFO Provider Profile Provider Profile Facility Name SANDY 5 DAYCARE Address 18 CORNER STORE ROAD Facility ID E0270019 Corporate ID 21532 City TAYLORSVILLE Facility Level Type 33 State NC Director Name SANDRA HERMAN Zip 25661 Facility Phone 626 632 0646 County 002 ALEXANDER Email Address Capacity 8 8 8 License Number 02000081 License Exp
29. y question from the drop down menu 2 Enter the answer in the Security Answer field and enter that same answer in the Confirm Security Answer field You must enter the answers exactly the same 3 Click the Save button when finished 4 When the security question has been saved the system will automatically take you to the Provider Profile screen This is your indication you have logged into the website successfully July 2011 Page 7 NC SEEK Provider Web Portal User Guide 2 5 Forgot Password User ID Screen Purpose General Information EPPIC Security If you forget your password you can enter your User ID to set a new password with your security question This screen is opened from the Login Page by clicking the Forgot Password link under the blue Login button TOGIN Forget Password oo All information on this screen is required You must enter your User ID and click the Submit button Remember The User ID is your 9 digit provider license number If you are a non licensed facility the User ID is your Facility ID number instead If you have forgotten your User ID contact the Provider Helpdesk for assistance Provider Help Line 1 877 600 2776 Please enter your User ID to retrieve your security question User ID lp SUBMIT CANCEL User Actions 1 Enter your User ID SUBMIT 2 Click the Submit button 3 he system will automatically take you to the security answer screen d
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