1. Enrollment Portal providers can be viewed by clicking "EP" next to Previous Providers on the Dashboard.

2. After clicking "EP" a list of Enrollment Providers will appear on the Dashboard.  

3. If the Provider Status next to each name is RED , then the provider has not submitted the application and is still working on completion.  The Administrator may view pages within EPR at any time, however areas will be gray until the application has been submitted.  Administrators can also choose to view all information entered by the provider by clicking .

4. If the provider withdraws the application the Red Provider Status icon may be selected and click on the following information should be completed.

5. Once the application has been submitted by the provider, the Provider Status will be GREEN .  The Administrator should review each area of the application, including mandatory areas, for completion and accuracy.  The Administrator will click the Provider Status and either "Reject Enrollment", "Accept Enrollment" or "Terminate Enrollment"

• If "Terminate Enrollment" is selected, the date, reason, and notes should be completed prior to clicking .  

• If "Reject Enrollment" is selected then the Provider Status will automatically return to RED .  A letter or email will need to be sent to the provider from the Administrator stating what items are missing or incomplete.  

• If "Accept Enrollment" is selected the provider will now be removed from the list of Enrollment Providers and be listed on the Dashboard under .  Primary source verification can now be started for the provider.  The following message will appear:

After clicking the OK button, the provider's menu access will be changed to the following:

After clicking the OK button, the Provider Enrollment Snapshot is generated and can be saved or printed.

5. Once the provider has clicked the Submit button and you have accepted the application, the Enrollment Application can be viewed by going to Credentialing / Attachments / Documents, Credentialing Attachments.  

Note that there are two versions of the Credentialing Enrollment Snapshot.  One version as submitted by the provider and one version as accepted by the specialist!

6. If at any time an active provider needs to be sent back to the Enrollment Portal, this can be done so on the Facility Data Page and clicking in the Facility Data area.  Click "OK" when a message appears notifying you that the provider's menu access will be turned on.  Click to save changes.

After clicking the update button for the Personal Data page, the provider access will be set to this and can be viewed under Admin / Administrator Security:

After the provider has submitted their information and the administrator is ready to accept the provider, the administrator will receive this prompt:

After clicking the ok button, the provider’s menu access will be changed to this: